Civic Intelligence

Shepherd Kaplan LLC

Plan context: Shepherd Kaplan LLC 401(K) Savings Plan

EIN 83-0368447 • Boston, MA • 14 filings • 4 plans

125 Summer Street, 22nd FloorBoston, MA 02110
Current Snapshot

Latest Year

2018

2018 Participants

58

2018 Assets

$5,510,062

2018 Contributions

$465,309

Historical Graphs

Total Assets Over Time

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

$5,749,330$2,874,665$0200420132018YearValue
$5,510,062Latest year 2018

Participants Over Time

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

63320200420122018YearValue
58Latest year 2018

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
2018158$5,510,062$465,309$8,023iApproximate average salary by contribution assumption: employee only about $200,564 at 4% or $133,709 at 6%; with 50% employer match about $133,709 at 4% or $89,140 at 6%; with 100% employer match about $100,282 at 4% or $66,855 at 6%.
Shepherd Kaplan LLC 401(K) Savings Plan-58$5,510,062$465,309$8,023iApproximate average salary by contribution assumption: employee only about $200,564 at 4% or $133,709 at 6%; with 50% employer match about $133,709 at 4% or $89,140 at 6%; with 100% employer match about $100,282 at 4% or $66,855 at 6%.
2017156$5,749,330$426,999$7,625iApproximate average salary by contribution assumption: employee only about $190,625 at 4% or $127,083 at 6%; with 50% employer match about $127,083 at 4% or $84,722 at 6%; with 100% employer match about $95,312 at 4% or $63,542 at 6%.
Shepherd Kaplan LLC 401(K) Savings Plan-56$5,749,330$426,999$7,625iApproximate average salary by contribution assumption: employee only about $190,625 at 4% or $127,083 at 6%; with 50% employer match about $127,083 at 4% or $84,722 at 6%; with 100% employer match about $95,312 at 4% or $63,542 at 6%.
2016163$5,174,691$1,173,935$18,634iApproximate average salary by contribution assumption: employee only about $465,847 at 4% or $310,565 at 6%; with 50% employer match about $310,565 at 4% or $207,043 at 6%; with 100% employer match about $232,924 at 4% or $155,282 at 6%.
Shepherd Kaplan LLC 401(K) Savings Plan-63$5,174,691$1,173,935$18,634iApproximate average salary by contribution assumption: employee only about $465,847 at 4% or $310,565 at 6%; with 50% employer match about $310,565 at 4% or $207,043 at 6%; with 100% employer match about $232,924 at 4% or $155,282 at 6%.
2015158$5,197,538$605,673$10,443iApproximate average salary by contribution assumption: employee only about $261,066 at 4% or $174,044 at 6%; with 50% employer match about $174,044 at 4% or $116,029 at 6%; with 100% employer match about $130,533 at 4% or $87,022 at 6%.
Shepherd Kaplan LLC 401(K) Savings Plan-58$5,197,538$605,673$10,443iApproximate average salary by contribution assumption: employee only about $261,066 at 4% or $174,044 at 6%; with 50% employer match about $174,044 at 4% or $116,029 at 6%; with 100% employer match about $130,533 at 4% or $87,022 at 6%.
2014160$5,047,286$581,062$9,684iApproximate average salary by contribution assumption: employee only about $242,109 at 4% or $161,406 at 6%; with 50% employer match about $161,406 at 4% or $107,604 at 6%; with 100% employer match about $121,055 at 4% or $80,703 at 6%.
Shepherd Kaplan LLC 401(K) Savings Plan-60$5,047,286$581,062$9,684iApproximate average salary by contribution assumption: employee only about $242,109 at 4% or $161,406 at 6%; with 50% employer match about $161,406 at 4% or $107,604 at 6%; with 100% employer match about $121,055 at 4% or $80,703 at 6%.
2013158$4,593,838$499,612$8,614iApproximate average salary by contribution assumption: employee only about $215,350 at 4% or $143,567 at 6%; with 50% employer match about $143,567 at 4% or $95,711 at 6%; with 100% employer match about $107,675 at 4% or $71,783 at 6%.
Shepherd Kaplan LLC 401(K) Savings Plan-58$4,593,838$499,612$8,614iApproximate average salary by contribution assumption: employee only about $215,350 at 4% or $143,567 at 6%; with 50% employer match about $143,567 at 4% or $95,711 at 6%; with 100% employer match about $107,675 at 4% or $71,783 at 6%.
2012149$3,563,779$521,160$10,636iApproximate average salary by contribution assumption: employee only about $265,898 at 4% or $177,265 at 6%; with 50% employer match about $177,265 at 4% or $118,177 at 6%; with 100% employer match about $132,949 at 4% or $88,633 at 6%.
Shepherd Kaplan LLC 401(K) Savings Plan-49$3,563,779$521,160$10,636iApproximate average salary by contribution assumption: employee only about $265,898 at 4% or $177,265 at 6%; with 50% employer match about $177,265 at 4% or $118,177 at 6%; with 100% employer match about $132,949 at 4% or $88,633 at 6%.
2011146$2,692,186$540,736$11,755iApproximate average salary by contribution assumption: employee only about $293,878 at 4% or $195,919 at 6%; with 50% employer match about $195,919 at 4% or $130,613 at 6%; with 100% employer match about $146,939 at 4% or $97,959 at 6%.
Shepherd Kaplan LLC 401(K) Savings Plan-46$2,692,186$540,736$11,755iApproximate average salary by contribution assumption: employee only about $293,878 at 4% or $195,919 at 6%; with 50% employer match about $195,919 at 4% or $130,613 at 6%; with 100% employer match about $146,939 at 4% or $97,959 at 6%.
2010137$2,531,178$761,911$20,592iApproximate average salary by contribution assumption: employee only about $514,805 at 4% or $343,203 at 6%; with 50% employer match about $343,203 at 4% or $228,802 at 6%; with 100% employer match about $257,402 at 4% or $171,602 at 6%.
Shepherd Kaplan LLC 401(K) Savings Plan-37$2,531,178$761,911$20,592iApproximate average salary by contribution assumption: employee only about $514,805 at 4% or $343,203 at 6%; with 50% employer match about $343,203 at 4% or $228,802 at 6%; with 100% employer match about $257,402 at 4% or $171,602 at 6%.
2009134$1,554,049$412,471$12,132iApproximate average salary by contribution assumption: employee only about $303,288 at 4% or $202,192 at 6%; with 50% employer match about $202,192 at 4% or $134,794 at 6%; with 100% employer match about $151,644 at 4% or $101,096 at 6%.
Shepherd Kaplan LLC 401(K) Savings Plan-34$1,554,049$412,471$12,132iApproximate average salary by contribution assumption: employee only about $303,288 at 4% or $202,192 at 6%; with 50% employer match about $202,192 at 4% or $134,794 at 6%; with 100% employer match about $151,644 at 4% or $101,096 at 6%.
2008125$0$0-
Shepherd Kaplan LLC 401(K) Savings Plan-25---
2007124$0$0-
Shepherd Kaplan LLC 401(K) Savings Plan-24---
2006118$821,837$367,359$20,409iApproximate average salary by contribution assumption: employee only about $510,221 at 4% or $340,147 at 6%; with 50% employer match about $340,147 at 4% or $226,765 at 6%; with 100% employer match about $255,110 at 4% or $170,074 at 6%.
Shepherd Kaplan LLC 401(K) Savings Plan-18$821,837$367,359$20,409iApproximate average salary by contribution assumption: employee only about $510,221 at 4% or $340,147 at 6%; with 50% employer match about $340,147 at 4% or $226,765 at 6%; with 100% employer match about $255,110 at 4% or $170,074 at 6%.
200419$238,244$221,706$24,634iApproximate average salary by contribution assumption: employee only about $615,850 at 4% or $410,567 at 6%; with 50% employer match about $410,567 at 4% or $273,711 at 6%; with 100% employer match about $307,925 at 4% or $205,283 at 6%.
Shepherd Kaplan LLC 401(K) Savings Plan-9$238,244$221,706$24,634iApproximate average salary by contribution assumption: employee only about $615,850 at 4% or $410,567 at 6%; with 50% employer match about $410,567 at 4% or $273,711 at 6%; with 100% employer match about $307,925 at 4% or $205,283 at 6%.