Civic Intelligence

Sherpy & Jones, Pa

Plan context: Sherpy & Jones, P. a. 401(K) Plan

EIN 75-3094113 • Lexington, SC • 15 filings • 2 plans

P.O. Box 2599Lexington, SC 29071
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$2,326,303

2025 Contributions

$114,550

Historical Graphs

Total Assets Over Time

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

$2,326,303$1,163,152$0201120182025YearValue
$2,326,303Latest year 2025

Participants Over Time

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

740201120182025YearValue
6Latest 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
202516$2,326,303$114,550$19,092iApproximate average salary by contribution assumption: employee only about $477,292 at 4% or $318,194 at 6%; with 50% employer match about $318,194 at 4% or $212,130 at 6%; with 100% employer match about $238,646 at 4% or $159,097 at 6%.
Sherpy & Jones, P. a. 401(K) Plan-6$2,326,303$114,550$19,092iApproximate average salary by contribution assumption: employee only about $477,292 at 4% or $318,194 at 6%; with 50% employer match about $318,194 at 4% or $212,130 at 6%; with 100% employer match about $238,646 at 4% or $159,097 at 6%.
202416$1,853,355$112,027$18,671iApproximate average salary by contribution assumption: employee only about $466,779 at 4% or $311,186 at 6%; with 50% employer match about $311,186 at 4% or $207,457 at 6%; with 100% employer match about $233,390 at 4% or $155,593 at 6%.
Sherpy & Jones, P. a. 401(K) Plan-6$1,853,355$112,027$18,671iApproximate average salary by contribution assumption: employee only about $466,779 at 4% or $311,186 at 6%; with 50% employer match about $311,186 at 4% or $207,457 at 6%; with 100% employer match about $233,390 at 4% or $155,593 at 6%.
202316$1,984,051$109,327$18,221iApproximate average salary by contribution assumption: employee only about $455,529 at 4% or $303,686 at 6%; with 50% employer match about $303,686 at 4% or $202,457 at 6%; with 100% employer match about $227,765 at 4% or $151,843 at 6%.
Sherpy & Jones, P. a. 401(K) Plan-6$1,984,051$109,327$18,221iApproximate average salary by contribution assumption: employee only about $455,529 at 4% or $303,686 at 6%; with 50% employer match about $303,686 at 4% or $202,457 at 6%; with 100% employer match about $227,765 at 4% or $151,843 at 6%.
202217$1,572,366$99,412$14,202iApproximate average salary by contribution assumption: employee only about $355,043 at 4% or $236,695 at 6%; with 50% employer match about $236,695 at 4% or $157,797 at 6%; with 100% employer match about $177,521 at 4% or $118,348 at 6%.
Sherpy & Jones, P. a. 401(K) Plan-7$1,572,366$99,412$14,202iApproximate average salary by contribution assumption: employee only about $355,043 at 4% or $236,695 at 6%; with 50% employer match about $236,695 at 4% or $157,797 at 6%; with 100% employer match about $177,521 at 4% or $118,348 at 6%.
202117$1,839,264$100,563$14,366iApproximate average salary by contribution assumption: employee only about $359,154 at 4% or $239,436 at 6%; with 50% employer match about $239,436 at 4% or $159,624 at 6%; with 100% employer match about $179,577 at 4% or $119,718 at 6%.
Sherpy & Jones, P. a. 401(K) Plan-7$1,839,264$100,563$14,366iApproximate average salary by contribution assumption: employee only about $359,154 at 4% or $239,436 at 6%; with 50% employer match about $239,436 at 4% or $159,624 at 6%; with 100% employer match about $179,577 at 4% or $119,718 at 6%.
202017$1,539,613$107,859$15,408iApproximate average salary by contribution assumption: employee only about $385,211 at 4% or $256,807 at 6%; with 50% employer match about $256,807 at 4% or $171,205 at 6%; with 100% employer match about $192,605 at 4% or $128,404 at 6%.
Sherpy & Jones, P. a. 401(K) Plan-7$1,539,613$107,859$15,408iApproximate average salary by contribution assumption: employee only about $385,211 at 4% or $256,807 at 6%; with 50% employer match about $256,807 at 4% or $171,205 at 6%; with 100% employer match about $192,605 at 4% or $128,404 at 6%.
201917$1,172,718$101,804$14,543iApproximate average salary by contribution assumption: employee only about $363,586 at 4% or $242,390 at 6%; with 50% employer match about $242,390 at 4% or $161,594 at 6%; with 100% employer match about $181,793 at 4% or $121,195 at 6%.
Sherpy & Jones, P. a. 401(K) Plan-7$1,172,718$101,804$14,543iApproximate average salary by contribution assumption: employee only about $363,586 at 4% or $242,390 at 6%; with 50% employer match about $242,390 at 4% or $161,594 at 6%; with 100% employer match about $181,793 at 4% or $121,195 at 6%.
201817$876,083$100,781$14,397iApproximate average salary by contribution assumption: employee only about $359,932 at 4% or $239,955 at 6%; with 50% employer match about $239,955 at 4% or $159,970 at 6%; with 100% employer match about $179,966 at 4% or $119,977 at 6%.
Sherpy & Jones, P. a. 401(K) Plan-7$876,083$100,781$14,397iApproximate average salary by contribution assumption: employee only about $359,932 at 4% or $239,955 at 6%; with 50% employer match about $239,955 at 4% or $159,970 at 6%; with 100% employer match about $179,966 at 4% or $119,977 at 6%.
201716$818,675$92,081$15,347iApproximate average salary by contribution assumption: employee only about $383,671 at 4% or $255,781 at 6%; with 50% employer match about $255,781 at 4% or $170,520 at 6%; with 100% employer match about $191,835 at 4% or $127,890 at 6%.
Sherpy & Jones, P. a. 401(K) Plan-6$818,675$92,081$15,347iApproximate average salary by contribution assumption: employee only about $383,671 at 4% or $255,781 at 6%; with 50% employer match about $255,781 at 4% or $170,520 at 6%; with 100% employer match about $191,835 at 4% or $127,890 at 6%.
201616$608,316$78,613$13,102iApproximate average salary by contribution assumption: employee only about $327,554 at 4% or $218,369 at 6%; with 50% employer match about $218,369 at 4% or $145,580 at 6%; with 100% employer match about $163,777 at 4% or $109,185 at 6%.
Sherpy & Jones, P. a. 401(K) Plan-6$608,316$78,613$13,102iApproximate average salary by contribution assumption: employee only about $327,554 at 4% or $218,369 at 6%; with 50% employer match about $218,369 at 4% or $145,580 at 6%; with 100% employer match about $163,777 at 4% or $109,185 at 6%.
201515$499,693$89,745$17,949iApproximate average salary by contribution assumption: employee only about $448,725 at 4% or $299,150 at 6%; with 50% employer match about $299,150 at 4% or $199,433 at 6%; with 100% employer match about $224,363 at 4% or $149,575 at 6%.
Sherpy & Jones, P. a. 401(K) Plan-5$499,693$89,745$17,949iApproximate average salary by contribution assumption: employee only about $448,725 at 4% or $299,150 at 6%; with 50% employer match about $299,150 at 4% or $199,433 at 6%; with 100% employer match about $224,363 at 4% or $149,575 at 6%.
201416$432,096$88,967$14,828iApproximate average salary by contribution assumption: employee only about $370,696 at 4% or $247,131 at 6%; with 50% employer match about $247,131 at 4% or $164,754 at 6%; with 100% employer match about $185,348 at 4% or $123,565 at 6%.
Sherpy & Jones, P. a. 401(K) Plan-6$432,096$88,967$14,828iApproximate average salary by contribution assumption: employee only about $370,696 at 4% or $247,131 at 6%; with 50% employer match about $247,131 at 4% or $164,754 at 6%; with 100% employer match about $185,348 at 4% or $123,565 at 6%.
201316$326,957$74,951$12,492iApproximate average salary by contribution assumption: employee only about $312,296 at 4% or $208,197 at 6%; with 50% employer match about $208,197 at 4% or $138,798 at 6%; with 100% employer match about $156,148 at 4% or $104,099 at 6%.
Sherpy & Jones, P. a. 401(K) Plan-6$326,957$74,951$12,492iApproximate average salary by contribution assumption: employee only about $312,296 at 4% or $208,197 at 6%; with 50% employer match about $208,197 at 4% or $138,798 at 6%; with 100% employer match about $156,148 at 4% or $104,099 at 6%.
201216$207,958$116,117$19,353iApproximate average salary by contribution assumption: employee only about $483,821 at 4% or $322,547 at 6%; with 50% employer match about $322,547 at 4% or $215,031 at 6%; with 100% employer match about $241,910 at 4% or $161,274 at 6%.
Sherpy & Jones, P. a. 401(K) Plan-6$207,958$116,117$19,353iApproximate average salary by contribution assumption: employee only about $483,821 at 4% or $322,547 at 6%; with 50% employer match about $322,547 at 4% or $215,031 at 6%; with 100% employer match about $241,910 at 4% or $161,274 at 6%.
201116$75,408$77,641$12,940iApproximate average salary by contribution assumption: employee only about $323,504 at 4% or $215,669 at 6%; with 50% employer match about $215,669 at 4% or $143,780 at 6%; with 100% employer match about $161,752 at 4% or $107,835 at 6%.
Sherpy & Jones, P. a. 401(K) Plan-6$75,408$77,641$12,940iApproximate average salary by contribution assumption: employee only about $323,504 at 4% or $215,669 at 6%; with 50% employer match about $215,669 at 4% or $143,780 at 6%; with 100% employer match about $161,752 at 4% or $107,835 at 6%.