Civic Intelligence

Stephen a. Sherman & Associates

Plan context: STEPHEN A. SHERMAN & ASSOCIATES EMPLOYEES' 401(K) PLAN

EIN 73-1273191 • 14 filings • 3 plans

Current Snapshot

Latest Year

2011

2011 Participants

1

2011 Assets

$310,327

2011 Contributions

$36,123

Historical Graphs

Total Assets Over Time

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

$1,102,707$551,354$0199920062010YearValue
$310,327Latest year 2010

Participants Over Time

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

320199920052010YearValue
1Latest year 2010

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
201110$0$0-
STEPHEN A. SHERMAN & ASSOCIATES EMPLOYEES' 401(K) PLAN-0---
201011$310,327$0-
STEPHEN A. SHERMAN & ASSOCIATES EMPLOYEES' 401(K) PLAN-1$310,327--
200912$1,102,707$36,123$18,062iApproximate average salary by contribution assumption: employee only about $451,538 at 4% or $301,025 at 6%; with 50% employer match about $301,025 at 4% or $200,683 at 6%; with 100% employer match about $225,769 at 4% or $150,513 at 6%.
STEPHEN A. SHERMAN & ASSOCIATES EMPLOYEES' 401(K) PLAN-2$1,102,707$36,123$18,062iApproximate average salary by contribution assumption: employee only about $451,538 at 4% or $301,025 at 6%; with 50% employer match about $301,025 at 4% or $200,683 at 6%; with 100% employer match about $225,769 at 4% or $150,513 at 6%.
200812$0$0-
STEPHEN A. SHERMAN & ASSOCIATES EMPLOYEES 401K PLAN-2---
200712$1,092,118$56,277$28,139iApproximate average salary by contribution assumption: employee only about $703,463 at 4% or $468,975 at 6%; with 50% employer match about $468,975 at 4% or $312,650 at 6%; with 100% employer match about $351,731 at 4% or $234,488 at 6%.
STEPHEN A. SHERMAN & ASSOCIATES EMPLOYEES 401K PLAN-2$1,092,118$56,277$28,139iApproximate average salary by contribution assumption: employee only about $703,463 at 4% or $468,975 at 6%; with 50% employer match about $468,975 at 4% or $312,650 at 6%; with 100% employer match about $351,731 at 4% or $234,488 at 6%.
200612$878,519$54,969$27,485iApproximate average salary by contribution assumption: employee only about $687,113 at 4% or $458,075 at 6%; with 50% employer match about $458,075 at 4% or $305,383 at 6%; with 100% employer match about $343,556 at 4% or $229,038 at 6%.
STEPHEN A. SHERMAN & ASSOCIATES EMPLOYEES 401K PLAN-2$878,519$54,969$27,485iApproximate average salary by contribution assumption: employee only about $687,113 at 4% or $458,075 at 6%; with 50% employer match about $458,075 at 4% or $305,383 at 6%; with 100% employer match about $343,556 at 4% or $229,038 at 6%.
200512$688,287$47,296$23,648iApproximate average salary by contribution assumption: employee only about $591,200 at 4% or $394,133 at 6%; with 50% employer match about $394,133 at 4% or $262,756 at 6%; with 100% employer match about $295,600 at 4% or $197,067 at 6%.
STEPHEN A. SHERMAN & ASSOCIATES EMPLOYEES 401K PLAN-2$688,287$47,296$23,648iApproximate average salary by contribution assumption: employee only about $591,200 at 4% or $394,133 at 6%; with 50% employer match about $394,133 at 4% or $262,756 at 6%; with 100% employer match about $295,600 at 4% or $197,067 at 6%.
200313$479,935$48,118$16,039iApproximate average salary by contribution assumption: employee only about $400,983 at 4% or $267,322 at 6%; with 50% employer match about $267,322 at 4% or $178,215 at 6%; with 100% employer match about $200,492 at 4% or $133,661 at 6%.
STEPHEN A. SHERMAN & ASSOCIATES EMPLOYEES 401K PLAN-3$479,935$48,118$16,039iApproximate average salary by contribution assumption: employee only about $400,983 at 4% or $267,322 at 6%; with 50% employer match about $267,322 at 4% or $178,215 at 6%; with 100% employer match about $200,492 at 4% or $133,661 at 6%.
200222$346,334$40,030$20,015iApproximate average salary by contribution assumption: employee only about $500,375 at 4% or $333,583 at 6%; with 50% employer match about $333,583 at 4% or $222,389 at 6%; with 100% employer match about $250,188 at 4% or $166,792 at 6%.
STEPHEN A. SHERMAN & ASSOCIATES EMPLOYEES 401K PLAN-2$346,334$40,030$20,015iApproximate average salary by contribution assumption: employee only about $500,375 at 4% or $333,583 at 6%; with 50% employer match about $333,583 at 4% or $222,389 at 6%; with 100% employer match about $250,188 at 4% or $166,792 at 6%.
Stephen a. Sherman & Associates Ees Money Purchase Pension Plan-0---
200111$0$0-
STEPHEN A. SHERMAN & ASSOCIATES EMPLOYEES 401K PLAN-1---
200022$0$0-
STEPHEN A. SHERMAN & ASSOCIATES EMPLOYEES 401K PLAN-2---
Stephen a. Sherman & Associates Ees Money Purchase Pension Plan-2---
199911$53,252$5,023$5,023iApproximate average salary by contribution assumption: employee only about $125,575 at 4% or $83,717 at 6%; with 50% employer match about $83,717 at 4% or $55,811 at 6%; with 100% employer match about $62,788 at 4% or $41,858 at 6%.
Stephen a. Sherman & Associates Ees Money Purchase Pension Plan-1$53,252$5,023$5,023iApproximate average salary by contribution assumption: employee only about $125,575 at 4% or $83,717 at 6%; with 50% employer match about $83,717 at 4% or $55,811 at 6%; with 100% employer match about $62,788 at 4% or $41,858 at 6%.