Keith Shepardson Insurance Services
Plan context: Keith Shepardson Insurance Services 401K Profit Sharing Plan and Trust
EIN 77-0401850 • 5 filings • 1 plans
Current Snapshot
Latest Year
2003
2003 Participants
2
2003 Assets
$190,094
2003 Contributions
$42,530
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2003 | 1 | 2 | $190,094 | $42,530 | $21,265iApproximate average salary by contribution assumption: employee only about $531,625 at 4% or $354,417 at 6%; with 50% employer match about $354,417 at 4% or $236,278 at 6%; with 100% employer match about $265,813 at 4% or $177,208 at 6%. |
| Keith Shepardson Insurance Services 401K Profit Sharing Plan and Trust | - | 2 | $190,094 | $42,530 | $21,265iApproximate average salary by contribution assumption: employee only about $531,625 at 4% or $354,417 at 6%; with 50% employer match about $354,417 at 4% or $236,278 at 6%; with 100% employer match about $265,813 at 4% or $177,208 at 6%. |
| 2002 | 1 | 2 | $106,366 | $42,809 | $21,405iApproximate average salary by contribution assumption: employee only about $535,113 at 4% or $356,742 at 6%; with 50% employer match about $356,742 at 4% or $237,828 at 6%; with 100% employer match about $267,556 at 4% or $178,371 at 6%. |
| Keith Shepardson Insurance Services 401K Profit Sharing Plan and Trust | - | 2 | $106,366 | $42,809 | $21,405iApproximate average salary by contribution assumption: employee only about $535,113 at 4% or $356,742 at 6%; with 50% employer match about $356,742 at 4% or $237,828 at 6%; with 100% employer match about $267,556 at 4% or $178,371 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Keith Shepardson Insurance Services 401K Profit Sharing Plan and Trust | - | 3 | - | - | - |
| 2000 | 1 | 3 | $63,660 | $33,401 | $11,134iApproximate average salary by contribution assumption: employee only about $278,342 at 4% or $185,561 at 6%; with 50% employer match about $185,561 at 4% or $123,707 at 6%; with 100% employer match about $139,171 at 4% or $92,781 at 6%. |
| Keith Shepardson Insurance Services 401K Profit Sharing Plan and Trust | - | 3 | $63,660 | $33,401 | $11,134iApproximate average salary by contribution assumption: employee only about $278,342 at 4% or $185,561 at 6%; with 50% employer match about $185,561 at 4% or $123,707 at 6%; with 100% employer match about $139,171 at 4% or $92,781 at 6%. |
| 1999 | 1 | 3 | $35,882 | $35,500 | $11,833iApproximate average salary by contribution assumption: employee only about $295,833 at 4% or $197,222 at 6%; with 50% employer match about $197,222 at 4% or $131,481 at 6%; with 100% employer match about $147,917 at 4% or $98,611 at 6%. |
| Keith Shepardson Insurance Services 401K Profit Sharing Plan and Trust | - | 3 | $35,882 | $35,500 | $11,833iApproximate average salary by contribution assumption: employee only about $295,833 at 4% or $197,222 at 6%; with 50% employer match about $197,222 at 4% or $131,481 at 6%; with 100% employer match about $147,917 at 4% or $98,611 at 6%. |