Civic Intelligence

J.S. Edwards & Sherlock Insurance Agency, L.L.P.

Plan context: J.S. Edwards & Sherlock Insurance Agency 401(K) Profit Sharing Plan

EIN 76-0474842 • Beaumont, TX • 24 filings • 7 plans

4155 Phelan BlvdBeaumont, TX 77707
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$4,007,570

2024 Contributions

$138,335

Historical Graphs

Total Assets Over Time

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

$4,020,827$2,010,414$0199920132024YearValue
$4,007,570Latest year 2024

Participants Over Time

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

32160199920132024YearValue
20Latest 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
2024120$4,007,570$138,335$6,917iApproximate average salary by contribution assumption: employee only about $172,919 at 4% or $115,279 at 6%; with 50% employer match about $115,279 at 4% or $76,853 at 6%; with 100% employer match about $86,459 at 4% or $57,640 at 6%.
J.S. Edwards & Sherlock Insurance Agency 401(K) Profit Sharing Plan-20$4,007,570$138,335$6,917iApproximate average salary by contribution assumption: employee only about $172,919 at 4% or $115,279 at 6%; with 50% employer match about $115,279 at 4% or $76,853 at 6%; with 100% employer match about $86,459 at 4% or $57,640 at 6%.
2023122$3,734,343$132,242$6,011iApproximate average salary by contribution assumption: employee only about $150,275 at 4% or $100,183 at 6%; with 50% employer match about $100,183 at 4% or $66,789 at 6%; with 100% employer match about $75,138 at 4% or $50,092 at 6%.
J.S. Edwards & Sherlock Insurance Agency 401(K) Profit Sharing Plan-22$3,734,343$132,242$6,011iApproximate average salary by contribution assumption: employee only about $150,275 at 4% or $100,183 at 6%; with 50% employer match about $100,183 at 4% or $66,789 at 6%; with 100% employer match about $75,138 at 4% or $50,092 at 6%.
2022120$3,523,438$147,975$7,399iApproximate average salary by contribution assumption: employee only about $184,969 at 4% or $123,313 at 6%; with 50% employer match about $123,313 at 4% or $82,208 at 6%; with 100% employer match about $92,484 at 4% or $61,656 at 6%.
J.S. Edwards & Sherlock Insurance Agency 401(K) Profit Sharing Plan-20$3,523,438$147,975$7,399iApproximate average salary by contribution assumption: employee only about $184,969 at 4% or $123,313 at 6%; with 50% employer match about $123,313 at 4% or $82,208 at 6%; with 100% employer match about $92,484 at 4% or $61,656 at 6%.
2021124$4,020,827$141,298$5,887iApproximate average salary by contribution assumption: employee only about $147,185 at 4% or $98,124 at 6%; with 50% employer match about $98,124 at 4% or $65,416 at 6%; with 100% employer match about $73,593 at 4% or $49,062 at 6%.
J.S. Edwards & Sherlock Insurance Agency 401(K) Profit Sharing Plan-24$4,020,827$141,298$5,887iApproximate average salary by contribution assumption: employee only about $147,185 at 4% or $98,124 at 6%; with 50% employer match about $98,124 at 4% or $65,416 at 6%; with 100% employer match about $73,593 at 4% or $49,062 at 6%.
2020128$3,696,003$164,413$5,872iApproximate average salary by contribution assumption: employee only about $146,797 at 4% or $97,865 at 6%; with 50% employer match about $97,865 at 4% or $65,243 at 6%; with 100% employer match about $73,399 at 4% or $48,932 at 6%.
J.S. Edwards & Sherlock Insurance Agency 401(K) Profit Sharing Plan-28$3,696,003$164,413$5,872iApproximate average salary by contribution assumption: employee only about $146,797 at 4% or $97,865 at 6%; with 50% employer match about $97,865 at 4% or $65,243 at 6%; with 100% employer match about $73,399 at 4% or $48,932 at 6%.
2019129$3,209,945$155,745$5,371iApproximate average salary by contribution assumption: employee only about $134,263 at 4% or $89,509 at 6%; with 50% employer match about $89,509 at 4% or $59,672 at 6%; with 100% employer match about $67,131 at 4% or $44,754 at 6%.
J.S. Edwards & Sherlock Insurance Agency 401(K) Profit Sharing Plan-29$3,209,945$155,745$5,371iApproximate average salary by contribution assumption: employee only about $134,263 at 4% or $89,509 at 6%; with 50% employer match about $89,509 at 4% or $59,672 at 6%; with 100% employer match about $67,131 at 4% or $44,754 at 6%.
2018129$2,518,213$152,249$5,250iApproximate average salary by contribution assumption: employee only about $131,249 at 4% or $87,499 at 6%; with 50% employer match about $87,499 at 4% or $58,333 at 6%; with 100% employer match about $65,625 at 4% or $43,750 at 6%.
J.S. Edwards & Sherlock Insurance Agency 401(K) Profit Sharing Plan-29$2,518,213$152,249$5,250iApproximate average salary by contribution assumption: employee only about $131,249 at 4% or $87,499 at 6%; with 50% employer match about $87,499 at 4% or $58,333 at 6%; with 100% employer match about $65,625 at 4% or $43,750 at 6%.
2017128$2,515,086$148,811$5,315iApproximate average salary by contribution assumption: employee only about $132,867 at 4% or $88,578 at 6%; with 50% employer match about $88,578 at 4% or $59,052 at 6%; with 100% employer match about $66,433 at 4% or $44,289 at 6%.
J.S. Edwards & Sherlock Insurance Agency 401(K) Profit Sharing Plan-28$2,515,086$148,811$5,315iApproximate average salary by contribution assumption: employee only about $132,867 at 4% or $88,578 at 6%; with 50% employer match about $88,578 at 4% or $59,052 at 6%; with 100% employer match about $66,433 at 4% or $44,289 at 6%.
2016125$2,093,538$126,675$5,067iApproximate average salary by contribution assumption: employee only about $126,675 at 4% or $84,450 at 6%; with 50% employer match about $84,450 at 4% or $56,300 at 6%; with 100% employer match about $63,338 at 4% or $42,225 at 6%.
J.S. Edwards & Sherlock Insurance Agency 401(K) Profit Sharing Plan-25$2,093,538$126,675$5,067iApproximate average salary by contribution assumption: employee only about $126,675 at 4% or $84,450 at 6%; with 50% employer match about $84,450 at 4% or $56,300 at 6%; with 100% employer match about $63,338 at 4% or $42,225 at 6%.
2015127$1,939,871$126,376$4,681iApproximate average salary by contribution assumption: employee only about $117,015 at 4% or $78,010 at 6%; with 50% employer match about $78,010 at 4% or $52,007 at 6%; with 100% employer match about $58,507 at 4% or $39,005 at 6%.
J.S. Edwards & Sherlock Insurance Agency 401(K) Profit Sharing Plan-27$1,939,871$126,376$4,681iApproximate average salary by contribution assumption: employee only about $117,015 at 4% or $78,010 at 6%; with 50% employer match about $78,010 at 4% or $52,007 at 6%; with 100% employer match about $58,507 at 4% or $39,005 at 6%.
2014127$1,849,380$125,284$4,640iApproximate average salary by contribution assumption: employee only about $116,004 at 4% or $77,336 at 6%; with 50% employer match about $77,336 at 4% or $51,557 at 6%; with 100% employer match about $58,002 at 4% or $38,668 at 6%.
J.S. Edwards & Sherlock Insurance Agency 401(K) Profit Sharing Plan-27$1,849,380$125,284$4,640iApproximate average salary by contribution assumption: employee only about $116,004 at 4% or $77,336 at 6%; with 50% employer match about $77,336 at 4% or $51,557 at 6%; with 100% employer match about $58,002 at 4% or $38,668 at 6%.
2013128$1,639,297$104,591$3,735iApproximate average salary by contribution assumption: employee only about $93,385 at 4% or $62,257 at 6%; with 50% employer match about $62,257 at 4% or $41,504 at 6%; with 100% employer match about $46,692 at 4% or $31,128 at 6%.
J.S. Edwards & Sherlock Insurance Agency 401(K) Profit Sharing Plan-28$1,639,297$104,591$3,735iApproximate average salary by contribution assumption: employee only about $93,385 at 4% or $62,257 at 6%; with 50% employer match about $62,257 at 4% or $41,504 at 6%; with 100% employer match about $46,692 at 4% or $31,128 at 6%.
2012129$1,418,739$107,240$3,698iApproximate average salary by contribution assumption: employee only about $92,448 at 4% or $61,632 at 6%; with 50% employer match about $61,632 at 4% or $41,088 at 6%; with 100% employer match about $46,224 at 4% or $30,816 at 6%.
J.S. Edwards & Sherlock Insurance Agency 401(K) Profit Sharing Plan-29$1,418,739$107,240$3,698iApproximate average salary by contribution assumption: employee only about $92,448 at 4% or $61,632 at 6%; with 50% employer match about $61,632 at 4% or $41,088 at 6%; with 100% employer match about $46,224 at 4% or $30,816 at 6%.
2011128$1,209,915$101,765$3,634iApproximate average salary by contribution assumption: employee only about $90,862 at 4% or $60,574 at 6%; with 50% employer match about $60,574 at 4% or $40,383 at 6%; with 100% employer match about $45,431 at 4% or $30,287 at 6%.
J.S. Edwards & Sherlock Insurance Agency 401(K) Profit Sharing Plan-28$1,209,915$101,765$3,634iApproximate average salary by contribution assumption: employee only about $90,862 at 4% or $60,574 at 6%; with 50% employer match about $60,574 at 4% or $40,383 at 6%; with 100% employer match about $45,431 at 4% or $30,287 at 6%.
2010127$1,235,241$102,563$3,799iApproximate average salary by contribution assumption: employee only about $94,966 at 4% or $63,310 at 6%; with 50% employer match about $63,310 at 4% or $42,207 at 6%; with 100% employer match about $47,483 at 4% or $31,655 at 6%.
J.S. Edwards & Sherlock Insurance Agency 401(K) Profit Sharing Plan-27$1,235,241$102,563$3,799iApproximate average salary by contribution assumption: employee only about $94,966 at 4% or $63,310 at 6%; with 50% employer match about $63,310 at 4% or $42,207 at 6%; with 100% employer match about $47,483 at 4% or $31,655 at 6%.
2009128$1,055,281$115,519$4,126iApproximate average salary by contribution assumption: employee only about $103,142 at 4% or $68,761 at 6%; with 50% employer match about $68,761 at 4% or $45,841 at 6%; with 100% employer match about $51,571 at 4% or $34,381 at 6%.
J.S. Edwards & Sherlock Insurance Agency 401(K) Profit Sharing Plan-28$1,055,281$115,519$4,126iApproximate average salary by contribution assumption: employee only about $103,142 at 4% or $68,761 at 6%; with 50% employer match about $68,761 at 4% or $45,841 at 6%; with 100% employer match about $51,571 at 4% or $34,381 at 6%.
2008130$799,811$114,919$3,831iApproximate average salary by contribution assumption: employee only about $95,766 at 4% or $63,844 at 6%; with 50% employer match about $63,844 at 4% or $42,563 at 6%; with 100% employer match about $47,883 at 4% or $31,922 at 6%.
J.S. Edwards & Sherlock Insurance Agency 401(K) Profit Sharing Plan-30$799,811$114,919$3,831iApproximate average salary by contribution assumption: employee only about $95,766 at 4% or $63,844 at 6%; with 50% employer match about $63,844 at 4% or $42,563 at 6%; with 100% employer match about $47,883 at 4% or $31,922 at 6%.
2007128$0$0-
J.S. Edwards & Sherlock Insurance Agency 401(K) Profit Sharing Plan-28---
2006132$846,634$111,578$3,487iApproximate average salary by contribution assumption: employee only about $87,170 at 4% or $58,114 at 6%; with 50% employer match about $58,114 at 4% or $38,742 at 6%; with 100% employer match about $43,585 at 4% or $29,057 at 6%.
J.S. Edwards & Sherlock Insurance Agency 401(K) Profit Sharing Plan-32$846,634$111,578$3,487iApproximate average salary by contribution assumption: employee only about $87,170 at 4% or $58,114 at 6%; with 50% employer match about $58,114 at 4% or $38,742 at 6%; with 100% employer match about $43,585 at 4% or $29,057 at 6%.
2005130$683,312$105,544$3,518iApproximate average salary by contribution assumption: employee only about $87,953 at 4% or $58,636 at 6%; with 50% employer match about $58,636 at 4% or $39,090 at 6%; with 100% employer match about $43,977 at 4% or $29,318 at 6%.
J.S. Edwards & Sherlock Insurance Agency 401(K) Profit Sharing Plan-30$683,312$105,544$3,518iApproximate average salary by contribution assumption: employee only about $87,953 at 4% or $58,636 at 6%; with 50% employer match about $58,636 at 4% or $39,090 at 6%; with 100% employer match about $43,977 at 4% or $29,318 at 6%.
2003129$444,172$102,035$3,518iApproximate average salary by contribution assumption: employee only about $87,961 at 4% or $58,641 at 6%; with 50% employer match about $58,641 at 4% or $39,094 at 6%; with 100% employer match about $43,981 at 4% or $29,320 at 6%.
J.S. Edwards & Sherlock Insurance Agency 401(K) Profit Sharing Plan-29$444,172$102,035$3,518iApproximate average salary by contribution assumption: employee only about $87,961 at 4% or $58,641 at 6%; with 50% employer match about $58,641 at 4% or $39,094 at 6%; with 100% employer match about $43,981 at 4% or $29,320 at 6%.
2002132$267,258$87,843$2,745iApproximate average salary by contribution assumption: employee only about $68,627 at 4% or $45,752 at 6%; with 50% employer match about $45,752 at 4% or $30,501 at 6%; with 100% employer match about $34,314 at 4% or $22,876 at 6%.
J.S. Edwards & Sherlock Insurance Agency 401(K) Profit Sharing Plan-32$267,258$87,843$2,745iApproximate average salary by contribution assumption: employee only about $68,627 at 4% or $45,752 at 6%; with 50% employer match about $45,752 at 4% or $30,501 at 6%; with 100% employer match about $34,314 at 4% or $22,876 at 6%.
200110$241,002$62,564-
J.S. Edwards & Sherlock Insurance Agency 401(K) Profit Sharing Plan-0$241,002$62,564-
1999128$178,193$58,766$2,099iApproximate average salary by contribution assumption: employee only about $52,470 at 4% or $34,980 at 6%; with 50% employer match about $34,980 at 4% or $23,320 at 6%; with 100% employer match about $26,235 at 4% or $17,490 at 6%.
J.S. Edwards & Sherlock Insurance Agency 401(K) Profit Sharing Plan-28$178,193$58,766$2,099iApproximate average salary by contribution assumption: employee only about $52,470 at 4% or $34,980 at 6%; with 50% employer match about $34,980 at 4% or $23,320 at 6%; with 100% employer match about $26,235 at 4% or $17,490 at 6%.