Civic Intelligence

Shephard Mechanical Contractors

Plan context: Shephard Mechanical Contractors Profit Sharing Plan & Trust

EIN 68-0228963 • Sacramento, CA • 16 filings • 3 plans

9210 Beatty DriveSacramento, CA 95826-0000
Current Snapshot

Latest Year

2014

2014 Participants

5

2014 Assets

$1,750,471

2014 Contributions

$60,000

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,750,471$875,236$0199920062013YearValue
$1,750,471Latest year 2013

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

530199920062013YearValue
5Latest year 2013

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201410$0$0-
Shephard Mechanical Contractors Profit Sharing Plan & Trust-0$0--
201315$1,750,471$0-
Shephard Mechanical Contractors Profit Sharing Plan & Trust-5$1,750,471--
201215$1,648,818$60,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Shephard Mechanical Contractors Profit Sharing Plan & Trust-5$1,648,818$60,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
201115$1,490,220$132,000$26,400iApproximate average salary by contribution assumption: employee only about $660,000 at 4% or $440,000 at 6%; with 50% employer match about $440,000 at 4% or $293,333 at 6%; with 100% employer match about $330,000 at 4% or $220,000 at 6%.
Shephard Mechanical Contractors Profit Sharing Plan & Trust-5$1,490,220$132,000$26,400iApproximate average salary by contribution assumption: employee only about $660,000 at 4% or $440,000 at 6%; with 50% employer match about $440,000 at 4% or $293,333 at 6%; with 100% employer match about $330,000 at 4% or $220,000 at 6%.
201014$1,322,022$98,887$24,722iApproximate average salary by contribution assumption: employee only about $618,044 at 4% or $412,029 at 6%; with 50% employer match about $412,029 at 4% or $274,686 at 6%; with 100% employer match about $309,022 at 4% or $206,015 at 6%.
Shephard Mechanical Contractors Profit Sharing Plan & Trust-4$1,322,022$98,887$24,722iApproximate average salary by contribution assumption: employee only about $618,044 at 4% or $412,029 at 6%; with 50% employer match about $412,029 at 4% or $274,686 at 6%; with 100% employer match about $309,022 at 4% or $206,015 at 6%.
200914$1,141,441$89,899$22,475iApproximate average salary by contribution assumption: employee only about $561,869 at 4% or $374,579 at 6%; with 50% employer match about $374,579 at 4% or $249,719 at 6%; with 100% employer match about $280,934 at 4% or $187,290 at 6%.
Shephard Mechanical Contractors Profit Sharing Plan & Trust-4$1,141,441$89,899$22,475iApproximate average salary by contribution assumption: employee only about $561,869 at 4% or $374,579 at 6%; with 50% employer match about $374,579 at 4% or $249,719 at 6%; with 100% employer match about $280,934 at 4% or $187,290 at 6%.
200814$871,400$72,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Shephard Mechanical Contractors Profit Sharing Plan & Trust-4$871,400$72,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
200714$1,072,461$84,417$21,104iApproximate average salary by contribution assumption: employee only about $527,606 at 4% or $351,738 at 6%; with 50% employer match about $351,738 at 4% or $234,492 at 6%; with 100% employer match about $263,803 at 4% or $175,869 at 6%.
Shephard Mechanical Contractors Profit Sharing Plan & Trust-4$1,072,461$84,417$21,104iApproximate average salary by contribution assumption: employee only about $527,606 at 4% or $351,738 at 6%; with 50% employer match about $351,738 at 4% or $234,492 at 6%; with 100% employer match about $263,803 at 4% or $175,869 at 6%.
200614$899,144$77,936$19,484iApproximate average salary by contribution assumption: employee only about $487,100 at 4% or $324,733 at 6%; with 50% employer match about $324,733 at 4% or $216,489 at 6%; with 100% employer match about $243,550 at 4% or $162,367 at 6%.
Shephard Mechanical Contractors Profit Sharing Plan & Trust-4$899,144$77,936$19,484iApproximate average salary by contribution assumption: employee only about $487,100 at 4% or $324,733 at 6%; with 50% employer match about $324,733 at 4% or $216,489 at 6%; with 100% employer match about $243,550 at 4% or $162,367 at 6%.
200514$699,491$71,331$17,833iApproximate average salary by contribution assumption: employee only about $445,819 at 4% or $297,213 at 6%; with 50% employer match about $297,213 at 4% or $198,142 at 6%; with 100% employer match about $222,909 at 4% or $148,606 at 6%.
Shephard Mechanical Contractors Profit Sharing Plan & Trust-4$699,491$71,331$17,833iApproximate average salary by contribution assumption: employee only about $445,819 at 4% or $297,213 at 6%; with 50% employer match about $297,213 at 4% or $198,142 at 6%; with 100% employer match about $222,909 at 4% or $148,606 at 6%.
200415$597,422$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Shephard Mechanical Contractors Profit Sharing Plan & Trust-5$597,422$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
200314$520,741$65,431$16,358iApproximate average salary by contribution assumption: employee only about $408,944 at 4% or $272,629 at 6%; with 50% employer match about $272,629 at 4% or $181,753 at 6%; with 100% employer match about $204,472 at 4% or $136,315 at 6%.
Shephard Mechanical Contractors Profit Sharing Plan & Trust-4$520,741$65,431$16,358iApproximate average salary by contribution assumption: employee only about $408,944 at 4% or $272,629 at 6%; with 50% employer match about $272,629 at 4% or $181,753 at 6%; with 100% employer match about $204,472 at 4% or $136,315 at 6%.
200213$385,963$53,445$17,815iApproximate average salary by contribution assumption: employee only about $445,375 at 4% or $296,917 at 6%; with 50% employer match about $296,917 at 4% or $197,944 at 6%; with 100% employer match about $222,688 at 4% or $148,458 at 6%.
Shephard Mechanical Contractors Profit Sharing Plan & Trust-3$385,963$53,445$17,815iApproximate average salary by contribution assumption: employee only about $445,375 at 4% or $296,917 at 6%; with 50% employer match about $296,917 at 4% or $197,944 at 6%; with 100% employer match about $222,688 at 4% or $148,458 at 6%.
200112$396,155$18,988$9,494iApproximate average salary by contribution assumption: employee only about $237,350 at 4% or $158,233 at 6%; with 50% employer match about $158,233 at 4% or $105,489 at 6%; with 100% employer match about $118,675 at 4% or $79,117 at 6%.
Shephard Mechanical Contractors Profit Sharing Plan & Trust-2$396,155$18,988$9,494iApproximate average salary by contribution assumption: employee only about $237,350 at 4% or $158,233 at 6%; with 50% employer match about $158,233 at 4% or $105,489 at 6%; with 100% employer match about $118,675 at 4% or $79,117 at 6%.
200012$465,183$23,530$11,765iApproximate average salary by contribution assumption: employee only about $294,125 at 4% or $196,083 at 6%; with 50% employer match about $196,083 at 4% or $130,722 at 6%; with 100% employer match about $147,063 at 4% or $98,042 at 6%.
Shephard Mechanical Contractors Profit Sharing Plan & Trust-2$465,183$23,530$11,765iApproximate average salary by contribution assumption: employee only about $294,125 at 4% or $196,083 at 6%; with 50% employer match about $196,083 at 4% or $130,722 at 6%; with 100% employer match about $147,063 at 4% or $98,042 at 6%.
199912$470,499$17,939$8,970iApproximate average salary by contribution assumption: employee only about $224,238 at 4% or $149,492 at 6%; with 50% employer match about $149,492 at 4% or $99,661 at 6%; with 100% employer match about $112,119 at 4% or $74,746 at 6%.
Shephard Mechanical Contractors Profit Sharing Plan & Trust-2$470,499$17,939$8,970iApproximate average salary by contribution assumption: employee only about $224,238 at 4% or $149,492 at 6%; with 50% employer match about $149,492 at 4% or $99,661 at 6%; with 100% employer match about $112,119 at 4% or $74,746 at 6%.