Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$182,312
2024 Contributions
$353,235
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $182,312 | $0 | - |
| Cb Shepherd Inc. Retirement Plan | - | 3 | $182,312 | - | - |
| 2023 | 1 | 4 | $132,308 | $0 | - |
| Cb Shepherd Inc. Retirement Plan | - | 4 | $132,308 | - | - |
| 2022 | 1 | 5 | $262,697 | $0 | - |
| Cb Shepherd Inc. Retirement Plan | - | 5 | $262,697 | - | - |
| 2021 | 1 | 4 | $160,612 | $0 | - |
| Cb Shepherd Inc. Retirement Plan | - | 4 | $160,612 | - | - |
| 2020 | 1 | 4 | $85,286 | $0 | - |
| Cb Shepherd Inc. Retirement Plan | - | 4 | $85,286 | - | - |
| 2019 | 1 | 2 | $60,101 | $0 | - |
| Cb Shepherd Inc. Retirement Plan | - | 2 | $60,101 | - | - |
| 2018 | 1 | 2 | $20,749 | $0 | - |
| Cb Shepherd Inc. Retirement Plan | - | 2 | $20,749 | - | - |
| 2017 | 1 | 2 | $258,131 | $353,235 | $176,618iApproximate average salary by contribution assumption: employee only about $4,415,438 at 4% or $2,943,625 at 6%; with 50% employer match about $2,943,625 at 4% or $1,962,417 at 6%; with 100% employer match about $2,207,719 at 4% or $1,471,813 at 6%. |
| Cb Shepherd Inc. Retirement Plan | - | 2 | $258,131 | $353,235 | $176,618iApproximate average salary by contribution assumption: employee only about $4,415,438 at 4% or $2,943,625 at 6%; with 50% employer match about $2,943,625 at 4% or $1,962,417 at 6%; with 100% employer match about $2,207,719 at 4% or $1,471,813 at 6%. |