Civic Intelligence

Shephard Wesnitzer Inc.

Plan context: Shepherd Wesnitzer 401K Plan

EIN 86-0655644 • Sedona, AZ • 22 filings • 4 plans

75 Kallof PlaceSedona, AZ 86336
Current Snapshot

Latest Year

2022

2022 Participants

26

2022 Assets

$3,334,189

2022 Contributions

$163,659

Historical Graphs

Total Assets Over Time

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

$4,735,463$2,367,732$0199920102022YearValue
$3,334,189Latest year 2022

Participants Over Time

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

54270199920092021YearValue
26Latest year 2021

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
202210$3,334,189$163,659-
Shepherd Wesnitzer 401K Plan-0$3,334,189$163,659-
2021126$4,735,463$211,342$8,129iApproximate average salary by contribution assumption: employee only about $203,213 at 4% or $135,476 at 6%; with 50% employer match about $135,476 at 4% or $90,317 at 6%; with 100% employer match about $101,607 at 4% or $67,738 at 6%.
Shepherd Wesnitzer 401K Plan-26$4,735,463$211,342$8,129iApproximate average salary by contribution assumption: employee only about $203,213 at 4% or $135,476 at 6%; with 50% employer match about $135,476 at 4% or $90,317 at 6%; with 100% employer match about $101,607 at 4% or $67,738 at 6%.
2020127$3,784,143$175,973$6,518iApproximate average salary by contribution assumption: employee only about $162,938 at 4% or $108,625 at 6%; with 50% employer match about $108,625 at 4% or $72,417 at 6%; with 100% employer match about $81,469 at 4% or $54,313 at 6%.
Shepherd Wesnitzer 401K Plan-27$3,784,143$175,973$6,518iApproximate average salary by contribution assumption: employee only about $162,938 at 4% or $108,625 at 6%; with 50% employer match about $108,625 at 4% or $72,417 at 6%; with 100% employer match about $81,469 at 4% or $54,313 at 6%.
2019124$3,470,777$175,566$7,315iApproximate average salary by contribution assumption: employee only about $182,881 at 4% or $121,921 at 6%; with 50% employer match about $121,921 at 4% or $81,281 at 6%; with 100% employer match about $91,441 at 4% or $60,960 at 6%.
Shepherd Wesnitzer 401K Plan-24$3,470,777$175,566$7,315iApproximate average salary by contribution assumption: employee only about $182,881 at 4% or $121,921 at 6%; with 50% employer match about $121,921 at 4% or $81,281 at 6%; with 100% employer match about $91,441 at 4% or $60,960 at 6%.
2018120$3,291,725$157,408$7,870iApproximate average salary by contribution assumption: employee only about $196,760 at 4% or $131,173 at 6%; with 50% employer match about $131,173 at 4% or $87,449 at 6%; with 100% employer match about $98,380 at 4% or $65,587 at 6%.
Shepherd Wesnitzer 401K Plan-20$3,291,725$157,408$7,870iApproximate average salary by contribution assumption: employee only about $196,760 at 4% or $131,173 at 6%; with 50% employer match about $131,173 at 4% or $87,449 at 6%; with 100% employer match about $98,380 at 4% or $65,587 at 6%.
2017123$3,668,357$203,707$8,857iApproximate average salary by contribution assumption: employee only about $221,421 at 4% or $147,614 at 6%; with 50% employer match about $147,614 at 4% or $98,409 at 6%; with 100% employer match about $110,710 at 4% or $73,807 at 6%.
Shepherd Wesnitzer 401K Plan-23$3,668,357$203,707$8,857iApproximate average salary by contribution assumption: employee only about $221,421 at 4% or $147,614 at 6%; with 50% employer match about $147,614 at 4% or $98,409 at 6%; with 100% employer match about $110,710 at 4% or $73,807 at 6%.
2016123$2,970,552$106,675$4,638iApproximate average salary by contribution assumption: employee only about $115,951 at 4% or $77,301 at 6%; with 50% employer match about $77,301 at 4% or $51,534 at 6%; with 100% employer match about $57,976 at 4% or $38,650 at 6%.
Shepherd Wesnitzer 401K Plan-23$2,970,552$106,675$4,638iApproximate average salary by contribution assumption: employee only about $115,951 at 4% or $77,301 at 6%; with 50% employer match about $77,301 at 4% or $51,534 at 6%; with 100% employer match about $57,976 at 4% or $38,650 at 6%.
2015121$2,887,293$79,351$3,779iApproximate average salary by contribution assumption: employee only about $94,465 at 4% or $62,977 at 6%; with 50% employer match about $62,977 at 4% or $41,985 at 6%; with 100% employer match about $47,233 at 4% or $31,488 at 6%.
Shepherd Wesnitzer 401K Plan-21$2,887,293$79,351$3,779iApproximate average salary by contribution assumption: employee only about $94,465 at 4% or $62,977 at 6%; with 50% employer match about $62,977 at 4% or $41,985 at 6%; with 100% employer match about $47,233 at 4% or $31,488 at 6%.
2014120$2,875,124$75,585$3,779iApproximate average salary by contribution assumption: employee only about $94,481 at 4% or $62,988 at 6%; with 50% employer match about $62,988 at 4% or $41,992 at 6%; with 100% employer match about $47,241 at 4% or $31,494 at 6%.
Shepherd Wesnitzer 401K Plan-20$2,875,124$75,585$3,779iApproximate average salary by contribution assumption: employee only about $94,481 at 4% or $62,988 at 6%; with 50% employer match about $62,988 at 4% or $41,992 at 6%; with 100% employer match about $47,241 at 4% or $31,494 at 6%.
2013119$2,677,064$57,795$3,042iApproximate average salary by contribution assumption: employee only about $76,046 at 4% or $50,697 at 6%; with 50% employer match about $50,697 at 4% or $33,798 at 6%; with 100% employer match about $38,023 at 4% or $25,349 at 6%.
Shepherd Wesnitzer 401K Plan-19$2,677,064$57,795$3,042iApproximate average salary by contribution assumption: employee only about $76,046 at 4% or $50,697 at 6%; with 50% employer match about $50,697 at 4% or $33,798 at 6%; with 100% employer match about $38,023 at 4% or $25,349 at 6%.
2010131$3,590,595$264,436$8,530iApproximate average salary by contribution assumption: employee only about $213,255 at 4% or $142,170 at 6%; with 50% employer match about $142,170 at 4% or $94,780 at 6%; with 100% employer match about $106,627 at 4% or $71,085 at 6%.
Shepherd Wesnitzer 401K Plan-31$3,590,595$264,436$8,530iApproximate average salary by contribution assumption: employee only about $213,255 at 4% or $142,170 at 6%; with 50% employer match about $142,170 at 4% or $94,780 at 6%; with 100% employer match about $106,627 at 4% or $71,085 at 6%.
2009141$2,976,496$255,622$6,235iApproximate average salary by contribution assumption: employee only about $155,867 at 4% or $103,911 at 6%; with 50% employer match about $103,911 at 4% or $69,274 at 6%; with 100% employer match about $77,934 at 4% or $51,956 at 6%.
Shepherd Wesnitzer 401K Plan-41$2,976,496$255,622$6,235iApproximate average salary by contribution assumption: employee only about $155,867 at 4% or $103,911 at 6%; with 50% employer match about $103,911 at 4% or $69,274 at 6%; with 100% employer match about $77,934 at 4% or $51,956 at 6%.
2008145$2,352,683$521,641$11,592iApproximate average salary by contribution assumption: employee only about $289,801 at 4% or $193,200 at 6%; with 50% employer match about $193,200 at 4% or $128,800 at 6%; with 100% employer match about $144,900 at 4% or $96,600 at 6%.
Shepherd Wesnitzer 401K Plan-45$2,352,683$521,641$11,592iApproximate average salary by contribution assumption: employee only about $289,801 at 4% or $193,200 at 6%; with 50% employer match about $193,200 at 4% or $128,800 at 6%; with 100% employer match about $144,900 at 4% or $96,600 at 6%.
2007154$0$0-
Shepherd Wesnitzer 401K Plan-54---
2006151$2,782,787$533,288$10,457iApproximate average salary by contribution assumption: employee only about $261,416 at 4% or $174,277 at 6%; with 50% employer match about $174,277 at 4% or $116,185 at 6%; with 100% employer match about $130,708 at 4% or $87,139 at 6%.
Shepherd Wesnitzer 401K Plan-51$2,782,787$533,288$10,457iApproximate average salary by contribution assumption: employee only about $261,416 at 4% or $174,277 at 6%; with 50% employer match about $174,277 at 4% or $116,185 at 6%; with 100% employer match about $130,708 at 4% or $87,139 at 6%.
2005151$2,153,160$220,019$4,314iApproximate average salary by contribution assumption: employee only about $107,852 at 4% or $71,902 at 6%; with 50% employer match about $71,902 at 4% or $47,934 at 6%; with 100% employer match about $53,926 at 4% or $35,951 at 6%.
Shepherd Wesnitzer 401K Plan-51$2,153,160$220,019$4,314iApproximate average salary by contribution assumption: employee only about $107,852 at 4% or $71,902 at 6%; with 50% employer match about $71,902 at 4% or $47,934 at 6%; with 100% employer match about $53,926 at 4% or $35,951 at 6%.
2004140$1,746,537$380,721$9,518iApproximate average salary by contribution assumption: employee only about $237,951 at 4% or $158,634 at 6%; with 50% employer match about $158,634 at 4% or $105,756 at 6%; with 100% employer match about $118,975 at 4% or $79,317 at 6%.
Shepherd Wesnitzer 401K Plan-40$1,746,537$380,721$9,518iApproximate average salary by contribution assumption: employee only about $237,951 at 4% or $158,634 at 6%; with 50% employer match about $158,634 at 4% or $105,756 at 6%; with 100% employer match about $118,975 at 4% or $79,317 at 6%.
2003145$1,445,949$241,348$5,363iApproximate average salary by contribution assumption: employee only about $134,082 at 4% or $89,388 at 6%; with 50% employer match about $89,388 at 4% or $59,592 at 6%; with 100% employer match about $67,041 at 4% or $44,694 at 6%.
Shepherd Wesnitzer 401K Plan-45$1,445,949$241,348$5,363iApproximate average salary by contribution assumption: employee only about $134,082 at 4% or $89,388 at 6%; with 50% employer match about $89,388 at 4% or $59,592 at 6%; with 100% employer match about $67,041 at 4% or $44,694 at 6%.
2002138$1,011,658$209,927$5,524iApproximate average salary by contribution assumption: employee only about $138,110 at 4% or $92,073 at 6%; with 50% employer match about $92,073 at 4% or $61,382 at 6%; with 100% employer match about $69,055 at 4% or $46,037 at 6%.
Shepherd Wesnitzer 401K Plan-38$1,011,658$209,927$5,524iApproximate average salary by contribution assumption: employee only about $138,110 at 4% or $92,073 at 6%; with 50% employer match about $92,073 at 4% or $61,382 at 6%; with 100% employer match about $69,055 at 4% or $46,037 at 6%.
2001130$911,704$259,412$8,647iApproximate average salary by contribution assumption: employee only about $216,177 at 4% or $144,118 at 6%; with 50% employer match about $144,118 at 4% or $96,079 at 6%; with 100% employer match about $108,088 at 4% or $72,059 at 6%.
Shepherd Wesnitzer 401K Plan-30$911,704$259,412$8,647iApproximate average salary by contribution assumption: employee only about $216,177 at 4% or $144,118 at 6%; with 50% employer match about $144,118 at 4% or $96,079 at 6%; with 100% employer match about $108,088 at 4% or $72,059 at 6%.
2000127$792,199$183,801$6,807iApproximate average salary by contribution assumption: employee only about $170,186 at 4% or $113,457 at 6%; with 50% employer match about $113,457 at 4% or $75,638 at 6%; with 100% employer match about $85,093 at 4% or $56,729 at 6%.
Shepherd Wesnitzer 401K Plan-27$792,199$183,801$6,807iApproximate average salary by contribution assumption: employee only about $170,186 at 4% or $113,457 at 6%; with 50% employer match about $113,457 at 4% or $75,638 at 6%; with 100% employer match about $85,093 at 4% or $56,729 at 6%.
1999118$697,748$151,372$8,410iApproximate average salary by contribution assumption: employee only about $210,239 at 4% or $140,159 at 6%; with 50% employer match about $140,159 at 4% or $93,440 at 6%; with 100% employer match about $105,119 at 4% or $70,080 at 6%.
Shepherd Wesnitzer 401K Plan-18$697,748$151,372$8,410iApproximate average salary by contribution assumption: employee only about $210,239 at 4% or $140,159 at 6%; with 50% employer match about $140,159 at 4% or $93,440 at 6%; with 100% employer match about $105,119 at 4% or $70,080 at 6%.