Civic Intelligence

Sharpe & Associates PLLC

Plan context: Sharpe & Associates PLLC 401K Profit Sharing Plan

EIN 74-3093240 • Dallas, TX • 29 filings • 5 plans

6688 N. Central Expressway, #450Dallas, TX 75206
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$4,281,424

2024 Contributions

$499,855

Historical Graphs

Total Assets Over Time

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

$4,281,424$2,140,712$0200620162024YearValue
$4,281,424Latest year 2024

Participants Over Time

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

1580200620152024YearValue
15Latest year 2024

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
2024315$4,281,424$499,855$33,324iApproximate average salary by contribution assumption: employee only about $833,092 at 4% or $555,394 at 6%; with 50% employer match about $555,394 at 4% or $370,263 at 6%; with 100% employer match about $416,546 at 4% or $277,697 at 6%.
Sharpe & Associates PLLC 401K Profit Sharing Plan-15$2,918,693$160,880$10,725iApproximate average salary by contribution assumption: employee only about $268,133 at 4% or $178,756 at 6%; with 50% employer match about $178,756 at 4% or $119,170 at 6%; with 100% employer match about $134,067 at 4% or $89,378 at 6%.
Sharpe & Associates PLLC Cash Balance Plan-11$886,622$174,814$15,892iApproximate average salary by contribution assumption: employee only about $397,305 at 4% or $264,870 at 6%; with 50% employer match about $264,870 at 4% or $176,580 at 6%; with 100% employer match about $198,652 at 4% or $132,435 at 6%.
Sharpe & Associates PLLC Profit Sharing Plan-13$476,109$164,161$12,628iApproximate average salary by contribution assumption: employee only about $315,694 at 4% or $210,463 at 6%; with 50% employer match about $210,463 at 4% or $140,309 at 6%; with 100% employer match about $157,847 at 4% or $105,231 at 6%.
2023312$3,496,592$390,337$32,528iApproximate average salary by contribution assumption: employee only about $813,202 at 4% or $542,135 at 6%; with 50% employer match about $542,135 at 4% or $361,423 at 6%; with 100% employer match about $406,601 at 4% or $271,067 at 6%.
Sharpe & Associates PLLC 401K Profit Sharing Plan-12$2,513,393$113,845$9,487iApproximate average salary by contribution assumption: employee only about $237,177 at 4% or $158,118 at 6%; with 50% employer match about $158,118 at 4% or $105,412 at 6%; with 100% employer match about $118,589 at 4% or $79,059 at 6%.
Sharpe & Associates PLLC Cash Balance Plan-9$684,430$166,486$18,498iApproximate average salary by contribution assumption: employee only about $462,461 at 4% or $308,307 at 6%; with 50% employer match about $308,307 at 4% or $205,538 at 6%; with 100% employer match about $231,231 at 4% or $154,154 at 6%.
Sharpe & Associates PLLC Profit Sharing Plan-10$298,769$110,006$11,001iApproximate average salary by contribution assumption: employee only about $275,015 at 4% or $183,343 at 6%; with 50% employer match about $183,343 at 4% or $122,229 at 6%; with 100% employer match about $137,508 at 4% or $91,672 at 6%.
202239$2,801,298$314,566$34,952iApproximate average salary by contribution assumption: employee only about $873,794 at 4% or $582,530 at 6%; with 50% employer match about $582,530 at 4% or $388,353 at 6%; with 100% employer match about $436,897 at 4% or $291,265 at 6%.
Sharpe & Associates PLLC 401K Profit Sharing Plan-9$2,125,831$90,208$10,023iApproximate average salary by contribution assumption: employee only about $250,578 at 4% or $167,052 at 6%; with 50% employer match about $167,052 at 4% or $111,368 at 6%; with 100% employer match about $125,289 at 4% or $83,526 at 6%.
Sharpe & Associates PLLC Cash Balance Plan-5$498,023$160,903$32,181iApproximate average salary by contribution assumption: employee only about $804,515 at 4% or $536,343 at 6%; with 50% employer match about $536,343 at 4% or $357,562 at 6%; with 100% employer match about $402,258 at 4% or $268,172 at 6%.
Sharpe & Associates PLLC Profit Sharing Plan-7$177,444$63,455$9,065iApproximate average salary by contribution assumption: employee only about $226,625 at 4% or $151,083 at 6%; with 50% employer match about $151,083 at 4% or $100,722 at 6%; with 100% employer match about $113,313 at 4% or $75,542 at 6%.
2021310$3,228,592$334,884$33,488iApproximate average salary by contribution assumption: employee only about $837,210 at 4% or $558,140 at 6%; with 50% employer match about $558,140 at 4% or $372,093 at 6%; with 100% employer match about $418,605 at 4% or $279,070 at 6%.
Sharpe & Associates PLLC 401K Profit Sharing Plan-10$2,784,742$109,137$10,914iApproximate average salary by contribution assumption: employee only about $272,843 at 4% or $181,895 at 6%; with 50% employer match about $181,895 at 4% or $121,263 at 6%; with 100% employer match about $136,421 at 4% or $90,948 at 6%.
Sharpe & Associates PLLC Cash Balance Plan-5$324,153$160,112$32,022iApproximate average salary by contribution assumption: employee only about $800,560 at 4% or $533,707 at 6%; with 50% employer match about $533,707 at 4% or $355,804 at 6%; with 100% employer match about $400,280 at 4% or $266,853 at 6%.
Sharpe & Associates PLLC Profit Sharing Plan-7$119,697$65,635$9,376iApproximate average salary by contribution assumption: employee only about $234,411 at 4% or $156,274 at 6%; with 50% employer match about $156,274 at 4% or $104,183 at 6%; with 100% employer match about $117,205 at 4% or $78,137 at 6%.
202038$2,487,682$305,561$38,195iApproximate average salary by contribution assumption: employee only about $954,878 at 4% or $636,585 at 6%; with 50% employer match about $636,585 at 4% or $424,390 at 6%; with 100% employer match about $477,439 at 4% or $318,293 at 6%.
Sharpe & Associates PLLC 401K Profit Sharing Plan-8$2,277,550$95,429$11,929iApproximate average salary by contribution assumption: employee only about $298,216 at 4% or $198,810 at 6%; with 50% employer match about $198,810 at 4% or $132,540 at 6%; with 100% employer match about $149,108 at 4% or $99,405 at 6%.
Sharpe & Associates PLLC Cash Balance Plan-5$157,732$157,732$31,546iApproximate average salary by contribution assumption: employee only about $788,660 at 4% or $525,773 at 6%; with 50% employer match about $525,773 at 4% or $350,516 at 6%; with 100% employer match about $394,330 at 4% or $262,887 at 6%.
Sharpe & Associates PLLC Profit Sharing Plan-5$52,400$52,400$10,480iApproximate average salary by contribution assumption: employee only about $262,000 at 4% or $174,667 at 6%; with 50% employer match about $174,667 at 4% or $116,444 at 6%; with 100% employer match about $131,000 at 4% or $87,333 at 6%.
201919$2,025,419$144,047$16,005iApproximate average salary by contribution assumption: employee only about $400,131 at 4% or $266,754 at 6%; with 50% employer match about $266,754 at 4% or $177,836 at 6%; with 100% employer match about $200,065 at 4% or $133,377 at 6%.
Sharpe & Associates PLLC 401K Profit Sharing Plan-9$2,025,419$144,047$16,005iApproximate average salary by contribution assumption: employee only about $400,131 at 4% or $266,754 at 6%; with 50% employer match about $266,754 at 4% or $177,836 at 6%; with 100% employer match about $200,065 at 4% or $133,377 at 6%.
201819$1,612,200$121,401$13,489iApproximate average salary by contribution assumption: employee only about $337,225 at 4% or $224,817 at 6%; with 50% employer match about $224,817 at 4% or $149,878 at 6%; with 100% employer match about $168,613 at 4% or $112,408 at 6%.
Sharpe & Associates PLLC 401K Profit Sharing Plan-9$1,612,200$121,401$13,489iApproximate average salary by contribution assumption: employee only about $337,225 at 4% or $224,817 at 6%; with 50% employer match about $224,817 at 4% or $149,878 at 6%; with 100% employer match about $168,613 at 4% or $112,408 at 6%.
201718$1,625,706$109,366$13,671iApproximate average salary by contribution assumption: employee only about $341,769 at 4% or $227,846 at 6%; with 50% employer match about $227,846 at 4% or $151,897 at 6%; with 100% employer match about $170,884 at 4% or $113,923 at 6%.
Sharpe & Associates PLLC 401K Profit Sharing Plan-8$1,625,706$109,366$13,671iApproximate average salary by contribution assumption: employee only about $341,769 at 4% or $227,846 at 6%; with 50% employer match about $227,846 at 4% or $151,897 at 6%; with 100% employer match about $170,884 at 4% or $113,923 at 6%.
201617$1,329,502$171,713$24,530iApproximate average salary by contribution assumption: employee only about $613,261 at 4% or $408,840 at 6%; with 50% employer match about $408,840 at 4% or $272,560 at 6%; with 100% employer match about $306,630 at 4% or $204,420 at 6%.
Sharpe & Associates PLLC 401K Profit Sharing Plan-7$1,329,502$171,713$24,530iApproximate average salary by contribution assumption: employee only about $613,261 at 4% or $408,840 at 6%; with 50% employer match about $408,840 at 4% or $272,560 at 6%; with 100% employer match about $306,630 at 4% or $204,420 at 6%.
201519$1,051,481$99,973$11,108iApproximate average salary by contribution assumption: employee only about $277,703 at 4% or $185,135 at 6%; with 50% employer match about $185,135 at 4% or $123,423 at 6%; with 100% employer match about $138,851 at 4% or $92,568 at 6%.
Sharpe & Associates PLLC 401K Profit Sharing Plan-9$1,051,481$99,973$11,108iApproximate average salary by contribution assumption: employee only about $277,703 at 4% or $185,135 at 6%; with 50% employer match about $185,135 at 4% or $123,423 at 6%; with 100% employer match about $138,851 at 4% or $92,568 at 6%.
201418$1,011,692$97,224$12,153iApproximate average salary by contribution assumption: employee only about $303,825 at 4% or $202,550 at 6%; with 50% employer match about $202,550 at 4% or $135,033 at 6%; with 100% employer match about $151,913 at 4% or $101,275 at 6%.
Sharpe & Associates PLLC 401K Profit Sharing Plan-8$1,011,692$97,224$12,153iApproximate average salary by contribution assumption: employee only about $303,825 at 4% or $202,550 at 6%; with 50% employer match about $202,550 at 4% or $135,033 at 6%; with 100% employer match about $151,913 at 4% or $101,275 at 6%.
201317$880,504$77,102$11,015iApproximate average salary by contribution assumption: employee only about $275,364 at 4% or $183,576 at 6%; with 50% employer match about $183,576 at 4% or $122,384 at 6%; with 100% employer match about $137,682 at 4% or $91,788 at 6%.
Sharpe & Associates PLLC 401K Profit Sharing Plan-7$880,504$77,102$11,015iApproximate average salary by contribution assumption: employee only about $275,364 at 4% or $183,576 at 6%; with 50% employer match about $183,576 at 4% or $122,384 at 6%; with 100% employer match about $137,682 at 4% or $91,788 at 6%.
201217$702,340$73,327$10,475iApproximate average salary by contribution assumption: employee only about $261,882 at 4% or $174,588 at 6%; with 50% employer match about $174,588 at 4% or $116,392 at 6%; with 100% employer match about $130,941 at 4% or $87,294 at 6%.
Sharpe & Associates PLLC 401K Profit Sharing Plan-7$702,340$73,327$10,475iApproximate average salary by contribution assumption: employee only about $261,882 at 4% or $174,588 at 6%; with 50% employer match about $174,588 at 4% or $116,392 at 6%; with 100% employer match about $130,941 at 4% or $87,294 at 6%.
201116$579,722$67,239$11,207iApproximate average salary by contribution assumption: employee only about $280,163 at 4% or $186,775 at 6%; with 50% employer match about $186,775 at 4% or $124,517 at 6%; with 100% employer match about $140,081 at 4% or $93,388 at 6%.
Sharpe & Associates PLLC 401K Profit Sharing Plan-6$579,722$67,239$11,207iApproximate average salary by contribution assumption: employee only about $280,163 at 4% or $186,775 at 6%; with 50% employer match about $186,775 at 4% or $124,517 at 6%; with 100% employer match about $140,081 at 4% or $93,388 at 6%.
201016$548,310$65,428$10,905iApproximate average salary by contribution assumption: employee only about $272,617 at 4% or $181,744 at 6%; with 50% employer match about $181,744 at 4% or $121,163 at 6%; with 100% employer match about $136,308 at 4% or $90,872 at 6%.
Sharpe & Associates PLLC 401K Profit Sharing Plan-6$548,310$65,428$10,905iApproximate average salary by contribution assumption: employee only about $272,617 at 4% or $181,744 at 6%; with 50% employer match about $181,744 at 4% or $121,163 at 6%; with 100% employer match about $136,308 at 4% or $90,872 at 6%.
200915$438,551$60,916$12,183iApproximate average salary by contribution assumption: employee only about $304,580 at 4% or $203,053 at 6%; with 50% employer match about $203,053 at 4% or $135,369 at 6%; with 100% employer match about $152,290 at 4% or $101,527 at 6%.
Sharpe & Associates PLLC 401K Profit Sharing Plan-5$438,551$60,916$12,183iApproximate average salary by contribution assumption: employee only about $304,580 at 4% or $203,053 at 6%; with 50% employer match about $203,053 at 4% or $135,369 at 6%; with 100% employer match about $152,290 at 4% or $101,527 at 6%.
200814$295,696$58,454$14,614iApproximate average salary by contribution assumption: employee only about $365,338 at 4% or $243,558 at 6%; with 50% employer match about $243,558 at 4% or $162,372 at 6%; with 100% employer match about $182,669 at 4% or $121,779 at 6%.
Sharpe & Associates PLLC 401K Profit Sharing Plan-4$295,696$58,454$14,614iApproximate average salary by contribution assumption: employee only about $365,338 at 4% or $243,558 at 6%; with 50% employer match about $243,558 at 4% or $162,372 at 6%; with 100% employer match about $182,669 at 4% or $121,779 at 6%.
200714$0$0-
Sharpe & Associates PLLC 401K Profit Sharing Plan-4---
200614$273,122$123,050$30,763iApproximate average salary by contribution assumption: employee only about $769,063 at 4% or $512,708 at 6%; with 50% employer match about $512,708 at 4% or $341,806 at 6%; with 100% employer match about $384,531 at 4% or $256,354 at 6%.
Sharpe & Associates PLLC 401K Profit Sharing Plan-4$273,122$123,050$30,763iApproximate average salary by contribution assumption: employee only about $769,063 at 4% or $512,708 at 6%; with 50% employer match about $512,708 at 4% or $341,806 at 6%; with 100% employer match about $384,531 at 4% or $256,354 at 6%.