Civic Intelligence

Stephen P. Shepard, D.D.S.

Plan context: Stephen P. Shepard, D.D.S. 401(K) Retirement Plan

EIN 74-2348093 • Harlingen, TX • 12 filings • 1 plans

2022 East Harrison AvenueHarlingen, TX 78550
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$1,716,841

2025 Contributions

$144,543

Historical Graphs

Total Assets Over Time

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

$1,716,841$858,421$0201420202025YearValue
$1,716,841Latest year 2025

Participants Over Time

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

1160201420202025YearValue
11Latest year 2025

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
2025111$1,716,841$144,543$13,140iApproximate average salary by contribution assumption: employee only about $328,507 at 4% or $219,005 at 6%; with 50% employer match about $219,005 at 4% or $146,003 at 6%; with 100% employer match about $164,253 at 4% or $109,502 at 6%.
Stephen P. Shepard, D.D.S. 401(K) Retirement Plan-11$1,716,841$144,543$13,140iApproximate average salary by contribution assumption: employee only about $328,507 at 4% or $219,005 at 6%; with 50% employer match about $219,005 at 4% or $146,003 at 6%; with 100% employer match about $164,253 at 4% or $109,502 at 6%.
2024111$1,525,442$136,686$12,426iApproximate average salary by contribution assumption: employee only about $310,650 at 4% or $207,100 at 6%; with 50% employer match about $207,100 at 4% or $138,067 at 6%; with 100% employer match about $155,325 at 4% or $103,550 at 6%.
Stephen P. Shepard, D.D.S. 401(K) Retirement Plan-11$1,525,442$136,686$12,426iApproximate average salary by contribution assumption: employee only about $310,650 at 4% or $207,100 at 6%; with 50% employer match about $207,100 at 4% or $138,067 at 6%; with 100% employer match about $155,325 at 4% or $103,550 at 6%.
2023111$1,294,390$132,351$12,032iApproximate average salary by contribution assumption: employee only about $300,798 at 4% or $200,532 at 6%; with 50% employer match about $200,532 at 4% or $133,688 at 6%; with 100% employer match about $150,399 at 4% or $100,266 at 6%.
Stephen P. Shepard, D.D.S. 401(K) Retirement Plan-11$1,294,390$132,351$12,032iApproximate average salary by contribution assumption: employee only about $300,798 at 4% or $200,532 at 6%; with 50% employer match about $200,532 at 4% or $133,688 at 6%; with 100% employer match about $150,399 at 4% or $100,266 at 6%.
202219$1,013,045$117,349$13,039iApproximate average salary by contribution assumption: employee only about $325,969 at 4% or $217,313 at 6%; with 50% employer match about $217,313 at 4% or $144,875 at 6%; with 100% employer match about $162,985 at 4% or $108,656 at 6%.
Stephen P. Shepard, D.D.S. 401(K) Retirement Plan-9$1,013,045$117,349$13,039iApproximate average salary by contribution assumption: employee only about $325,969 at 4% or $217,313 at 6%; with 50% employer match about $217,313 at 4% or $144,875 at 6%; with 100% employer match about $162,985 at 4% or $108,656 at 6%.
2021110$1,079,446$114,438$11,444iApproximate average salary by contribution assumption: employee only about $286,095 at 4% or $190,730 at 6%; with 50% employer match about $190,730 at 4% or $127,153 at 6%; with 100% employer match about $143,048 at 4% or $95,365 at 6%.
Stephen P. Shepard, D.D.S. 401(K) Retirement Plan-10$1,079,446$114,438$11,444iApproximate average salary by contribution assumption: employee only about $286,095 at 4% or $190,730 at 6%; with 50% employer match about $190,730 at 4% or $127,153 at 6%; with 100% employer match about $143,048 at 4% or $95,365 at 6%.
202019$871,876$109,928$12,214iApproximate average salary by contribution assumption: employee only about $305,356 at 4% or $203,570 at 6%; with 50% employer match about $203,570 at 4% or $135,714 at 6%; with 100% employer match about $152,678 at 4% or $101,785 at 6%.
Stephen P. Shepard, D.D.S. 401(K) Retirement Plan-9$871,876$109,928$12,214iApproximate average salary by contribution assumption: employee only about $305,356 at 4% or $203,570 at 6%; with 50% employer match about $203,570 at 4% or $135,714 at 6%; with 100% employer match about $152,678 at 4% or $101,785 at 6%.
2019110$685,125$108,583$10,858iApproximate average salary by contribution assumption: employee only about $271,458 at 4% or $180,972 at 6%; with 50% employer match about $180,972 at 4% or $120,648 at 6%; with 100% employer match about $135,729 at 4% or $90,486 at 6%.
Stephen P. Shepard, D.D.S. 401(K) Retirement Plan-10$685,125$108,583$10,858iApproximate average salary by contribution assumption: employee only about $271,458 at 4% or $180,972 at 6%; with 50% employer match about $180,972 at 4% or $120,648 at 6%; with 100% employer match about $135,729 at 4% or $90,486 at 6%.
2018110$504,916$105,011$10,501iApproximate average salary by contribution assumption: employee only about $262,528 at 4% or $175,018 at 6%; with 50% employer match about $175,018 at 4% or $116,679 at 6%; with 100% employer match about $131,264 at 4% or $87,509 at 6%.
Stephen P. Shepard, D.D.S. 401(K) Retirement Plan-10$504,916$105,011$10,501iApproximate average salary by contribution assumption: employee only about $262,528 at 4% or $175,018 at 6%; with 50% employer match about $175,018 at 4% or $116,679 at 6%; with 100% employer match about $131,264 at 4% or $87,509 at 6%.
2017110$435,224$104,811$10,481iApproximate average salary by contribution assumption: employee only about $262,028 at 4% or $174,685 at 6%; with 50% employer match about $174,685 at 4% or $116,457 at 6%; with 100% employer match about $131,014 at 4% or $87,343 at 6%.
Stephen P. Shepard, D.D.S. 401(K) Retirement Plan-10$435,224$104,811$10,481iApproximate average salary by contribution assumption: employee only about $262,028 at 4% or $174,685 at 6%; with 50% employer match about $174,685 at 4% or $116,457 at 6%; with 100% employer match about $131,014 at 4% or $87,343 at 6%.
2016111$304,499$101,591$9,236iApproximate average salary by contribution assumption: employee only about $230,889 at 4% or $153,926 at 6%; with 50% employer match about $153,926 at 4% or $102,617 at 6%; with 100% employer match about $115,444 at 4% or $76,963 at 6%.
Stephen P. Shepard, D.D.S. 401(K) Retirement Plan-11$304,499$101,591$9,236iApproximate average salary by contribution assumption: employee only about $230,889 at 4% or $153,926 at 6%; with 50% employer match about $153,926 at 4% or $102,617 at 6%; with 100% employer match about $115,444 at 4% or $76,963 at 6%.
201519$184,470$98,747$10,972iApproximate average salary by contribution assumption: employee only about $274,297 at 4% or $182,865 at 6%; with 50% employer match about $182,865 at 4% or $121,910 at 6%; with 100% employer match about $137,149 at 4% or $91,432 at 6%.
Stephen P. Shepard, D.D.S. 401(K) Retirement Plan-9$184,470$98,747$10,972iApproximate average salary by contribution assumption: employee only about $274,297 at 4% or $182,865 at 6%; with 50% employer match about $182,865 at 4% or $121,910 at 6%; with 100% employer match about $137,149 at 4% or $91,432 at 6%.
2014110$94,596$94,531$9,453iApproximate average salary by contribution assumption: employee only about $236,328 at 4% or $157,552 at 6%; with 50% employer match about $157,552 at 4% or $105,034 at 6%; with 100% employer match about $118,164 at 4% or $78,776 at 6%.
Stephen P. Shepard, D.D.S. 401(K) Retirement Plan-10$94,596$94,531$9,453iApproximate average salary by contribution assumption: employee only about $236,328 at 4% or $157,552 at 6%; with 50% employer match about $157,552 at 4% or $105,034 at 6%; with 100% employer match about $118,164 at 4% or $78,776 at 6%.