Sharpe and Associates Inc.
Plan context: Sharpe & Associates Inc. Defined Benefit Plan
EIN 86-0657491 • Tucson, AZ • 52 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$8,802,640
2024 Contributions
$50,500
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 | 2 | 2 | $8,802,640 | $50,500 | $25,250iApproximate average salary by contribution assumption: employee only about $631,250 at 4% or $420,833 at 6%; with 50% employer match about $420,833 at 4% or $280,556 at 6%; with 100% employer match about $315,625 at 4% or $210,417 at 6%. |
| Sharpe & Associates Inc. Defined Benefit Plan | - | 2 | $5,469,231 | - | - |
| Sharpe & Associates Inc. 401(K) Profit Sharing Plan | - | 2 | $3,333,409 | $50,500 | $25,250iApproximate average salary by contribution assumption: employee only about $631,250 at 4% or $420,833 at 6%; with 50% employer match about $420,833 at 4% or $280,556 at 6%; with 100% employer match about $315,625 at 4% or $210,417 at 6%. |
| 2023 | 2 | 2 | $8,305,044 | $33,030 | $16,515iApproximate average salary by contribution assumption: employee only about $412,875 at 4% or $275,250 at 6%; with 50% employer match about $275,250 at 4% or $183,500 at 6%; with 100% employer match about $206,438 at 4% or $137,625 at 6%. |
| Sharpe & Associates Inc. Defined Benefit Plan | - | 2 | $5,394,609 | - | - |
| Sharpe & Associates Inc. 401(K) Profit Sharing Plan | - | 2 | $2,910,435 | $33,030 | $16,515iApproximate average salary by contribution assumption: employee only about $412,875 at 4% or $275,250 at 6%; with 50% employer match about $275,250 at 4% or $183,500 at 6%; with 100% employer match about $206,438 at 4% or $137,625 at 6%. |
| 2022 | 2 | 2 | $7,762,584 | $61,000 | $30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%. |
| Sharpe & Associates Inc. Defined Benefit Plan | - | 2 | $5,385,190 | - | - |
| Sharpe & Associates Inc. 401(K) Profit Sharing Plan | - | 2 | $2,377,394 | $61,000 | $30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%. |
| 2021 | 2 | 2 | $8,556,993 | $443,400 | $221,700iApproximate average salary by contribution assumption: employee only about $5,542,500 at 4% or $3,695,000 at 6%; with 50% employer match about $3,695,000 at 4% or $2,463,333 at 6%; with 100% employer match about $2,771,250 at 4% or $1,847,500 at 6%. |
| Sharpe & Associates Inc. Defined Benefit Plan | - | 2 | $5,899,510 | $400,000 | $200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%. |
| Sharpe & Associates Inc. 401(K) Profit Sharing Plan | - | 2 | $2,657,483 | $43,400 | $21,700iApproximate average salary by contribution assumption: employee only about $542,500 at 4% or $361,667 at 6%; with 50% employer match about $361,667 at 4% or $241,111 at 6%; with 100% employer match about $271,250 at 4% or $180,833 at 6%. |
| 2020 | 2 | 2 | $7,721,680 | $528,200 | $264,100iApproximate average salary by contribution assumption: employee only about $6,602,500 at 4% or $4,401,667 at 6%; with 50% employer match about $4,401,667 at 4% or $2,934,444 at 6%; with 100% employer match about $3,301,250 at 4% or $2,200,833 at 6%. |
| Sharpe & Associates Inc. Defined Benefit Plan | - | 0 | $5,272,255 | $495,000 | - |
| Sharpe & Associates Inc. 401(K) Profit Sharing Plan | - | 2 | $2,449,425 | $33,200 | $16,600iApproximate average salary by contribution assumption: employee only about $415,000 at 4% or $276,667 at 6%; with 50% employer match about $276,667 at 4% or $184,444 at 6%; with 100% employer match about $207,500 at 4% or $138,333 at 6%. |
| 2019 | 2 | 2 | $6,560,677 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| Sharpe & Associates Inc. Defined Benefit Plan | - | 2 | $4,394,110 | - | - |
| Sharpe & Associates Inc. 401(K) Profit Sharing Plan | - | 2 | $2,166,567 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2018 | 2 | 3 | $5,921,862 | $49,000 | $16,333iApproximate average salary by contribution assumption: employee only about $408,333 at 4% or $272,222 at 6%; with 50% employer match about $272,222 at 4% or $181,481 at 6%; with 100% employer match about $204,167 at 4% or $136,111 at 6%. |
| Sharpe & Associates Inc. Defined Benefit Plan | - | 3 | $3,953,815 | - | - |
| Sharpe & Associates Inc. 401(K) Profit Sharing Plan | - | 3 | $1,968,047 | $49,000 | $16,333iApproximate average salary by contribution assumption: employee only about $408,333 at 4% or $272,222 at 6%; with 50% employer match about $272,222 at 4% or $181,481 at 6%; with 100% employer match about $204,167 at 4% or $136,111 at 6%. |
| 2017 | 2 | 2 | $5,913,781 | $48,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| Sharpe & Associates Inc. Defined Benefit Plan | - | 2 | $4,026,683 | - | - |
| Sharpe & Associates Inc. 401(K) Profit Sharing Plan | - | 2 | $1,887,098 | $48,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| 2016 | 2 | 2 | $5,568,004 | $304,000 | $152,000iApproximate average salary by contribution assumption: employee only about $3,800,000 at 4% or $2,533,333 at 6%; with 50% employer match about $2,533,333 at 4% or $1,688,889 at 6%; with 100% employer match about $1,900,000 at 4% or $1,266,667 at 6%. |
| Sharpe & Associates Inc. Defined Benefit Plan | - | 2 | $3,819,180 | $256,000 | $128,000iApproximate average salary by contribution assumption: employee only about $3,200,000 at 4% or $2,133,333 at 6%; with 50% employer match about $2,133,333 at 4% or $1,422,222 at 6%; with 100% employer match about $1,600,000 at 4% or $1,066,667 at 6%. |
| Sharpe & Associates Inc. 401(K) Profit Sharing Plan | - | 2 | $1,748,824 | $48,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| 2015 | 2 | 2 | $5,244,074 | $203,805 | $101,903iApproximate average salary by contribution assumption: employee only about $2,547,563 at 4% or $1,698,375 at 6%; with 50% employer match about $1,698,375 at 4% or $1,132,250 at 6%; with 100% employer match about $1,273,781 at 4% or $849,188 at 6%. |
| Sharpe & Associates Inc. Defined Benefit Plan | - | 2 | $3,551,591 | $151,725 | $75,863iApproximate average salary by contribution assumption: employee only about $1,896,563 at 4% or $1,264,375 at 6%; with 50% employer match about $1,264,375 at 4% or $842,917 at 6%; with 100% employer match about $948,281 at 4% or $632,188 at 6%. |
| Sharpe & Associates Inc. 401(K) Profit Sharing Plan | - | 2 | $1,692,483 | $52,080 | $26,040iApproximate average salary by contribution assumption: employee only about $651,000 at 4% or $434,000 at 6%; with 50% employer match about $434,000 at 4% or $289,333 at 6%; with 100% employer match about $325,500 at 4% or $217,000 at 6%. |
| 2014 | 2 | 2 | $4,968,177 | $46,000 | $23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%. |
| Sharpe & Associates Inc. Defined Benefit Plan | - | 2 | $3,335,020 | - | - |
| Sharpe & Associates Inc. 401(K) Profit Sharing Plan | - | 2 | $1,633,157 | $46,000 | $23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%. |
| 2013 | 2 | 2 | $4,179,192 | $46,000 | $23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%. |
| Sharpe & Associates Inc. Defined Benefit Plan | - | 2 | $2,703,238 | - | - |
| Sharpe & Associates Inc. 401(K) Profit Sharing Plan | - | 2 | $1,475,954 | $46,000 | $23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%. |
| 2012 | 2 | 2 | $4,179,384 | $425,000 | $212,500iApproximate average salary by contribution assumption: employee only about $5,312,500 at 4% or $3,541,667 at 6%; with 50% employer match about $3,541,667 at 4% or $2,361,111 at 6%; with 100% employer match about $2,656,250 at 4% or $1,770,833 at 6%. |
| Sharpe & Associates Inc. Defined Benefit Plan | - | 2 | $2,811,655 | $380,000 | $190,000iApproximate average salary by contribution assumption: employee only about $4,750,000 at 4% or $3,166,667 at 6%; with 50% employer match about $3,166,667 at 4% or $2,111,111 at 6%; with 100% employer match about $2,375,000 at 4% or $1,583,333 at 6%. |
| Sharpe & Associates Inc. 401(K) Profit Sharing Plan | - | 2 | $1,367,729 | $45,000 | $22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%. |
| 2011 | 2 | 2 | $3,739,762 | $320,235 | $160,118iApproximate average salary by contribution assumption: employee only about $4,002,938 at 4% or $2,668,625 at 6%; with 50% employer match about $2,668,625 at 4% or $1,779,083 at 6%; with 100% employer match about $2,001,469 at 4% or $1,334,313 at 6%. |
| Sharpe & Associates Inc. Defined Benefit Plan | - | 2 | $2,438,712 | $276,235 | $138,118iApproximate average salary by contribution assumption: employee only about $3,452,938 at 4% or $2,301,958 at 6%; with 50% employer match about $2,301,958 at 4% or $1,534,639 at 6%; with 100% employer match about $1,726,469 at 4% or $1,150,979 at 6%. |
| Sharpe & Associates Inc. 401(K) Profit Sharing Plan | - | 2 | $1,301,050 | $44,000 | $22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%. |
| 2010 | 2 | 5 | $3,520,193 | $398,000 | $79,600iApproximate average salary by contribution assumption: employee only about $1,990,000 at 4% or $1,326,667 at 6%; with 50% employer match about $1,326,667 at 4% or $884,444 at 6%; with 100% employer match about $995,000 at 4% or $663,333 at 6%. |
| Sharpe & Associates Inc. Defined Benefit Plan | - | 5 | $2,262,160 | $398,000 | $79,600iApproximate average salary by contribution assumption: employee only about $1,990,000 at 4% or $1,326,667 at 6%; with 50% employer match about $1,326,667 at 4% or $884,444 at 6%; with 100% employer match about $995,000 at 4% or $663,333 at 6%. |
| Sharpe & Associates Inc. 401(K) Profit Sharing Plan | - | 5 | $1,258,033 | - | - |
| 2009 | 3 | 5 | $3,445,621 | $93,500 | $18,700iApproximate average salary by contribution assumption: employee only about $467,500 at 4% or $311,667 at 6%; with 50% employer match about $311,667 at 4% or $207,778 at 6%; with 100% employer match about $233,750 at 4% or $155,833 at 6%. |
| Sharpe & Associates Inc. Defined Benefit Plan | - | 5 | $1,893,506 | - | - |
| Sharpe & Associates Inc. 401(K) Profit Sharing Plan | - | 5 | $1,552,115 | $93,500 | $18,700iApproximate average salary by contribution assumption: employee only about $467,500 at 4% or $311,667 at 6%; with 50% employer match about $311,667 at 4% or $207,778 at 6%; with 100% employer match about $233,750 at 4% or $155,833 at 6%. |
| SHARPE AND ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST | - | 0 | $0 | $0 | - |
| 2008 | 3 | 5 | $0 | $0 | - |
| Sharpe & Associates Inc. 401(K) Profit Sharing Plan | - | 5 | - | - | - |
| Sharpe & Associates Inc. Defined Benefit Plan | - | 5 | - | - | - |
| SHARPE AND ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST | - | 3 | - | - | - |
| 2007 | 3 | 5 | $0 | $0 | - |
| SHARPE AND ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST | - | 5 | - | - | - |
| Sharpe & Associates Inc. 401(K) Profit Sharing Plan | - | 5 | - | - | - |
| Sharpe & Associates Inc. Defined Benefit Plan | - | 5 | - | - | - |
| 2006 | 3 | 5 | $2,176,472 | $456,124 | $91,225iApproximate average salary by contribution assumption: employee only about $2,280,620 at 4% or $1,520,413 at 6%; with 50% employer match about $1,520,413 at 4% or $1,013,609 at 6%; with 100% employer match about $1,140,310 at 4% or $760,207 at 6%. |
| Sharpe & Associates Inc. Defined Benefit Plan | - | 5 | $1,087,509 | $371,124 | $74,225iApproximate average salary by contribution assumption: employee only about $1,855,620 at 4% or $1,237,080 at 6%; with 50% employer match about $1,237,080 at 4% or $824,720 at 6%; with 100% employer match about $927,810 at 4% or $618,540 at 6%. |
| SHARPE AND ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST | - | 5 | $823,860 | - | - |
| Sharpe & Associates Inc. 401(K) Profit Sharing Plan | - | 5 | $265,103 | $85,000 | $17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%. |
| 2005 | 3 | 5 | $1,298,753 | $449,124 | $89,825iApproximate average salary by contribution assumption: employee only about $2,245,620 at 4% or $1,497,080 at 6%; with 50% employer match about $1,497,080 at 4% or $998,053 at 6%; with 100% employer match about $1,122,810 at 4% or $748,540 at 6%. |
| Sharpe & Associates Inc. Defined Benefit Plan | - | 5 | $743,932 | $371,124 | $74,225iApproximate average salary by contribution assumption: employee only about $1,855,620 at 4% or $1,237,080 at 6%; with 50% employer match about $1,237,080 at 4% or $824,720 at 6%; with 100% employer match about $927,810 at 4% or $618,540 at 6%. |
| SHARPE AND ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST | - | 5 | $405,412 | - | - |
| Sharpe & Associates Inc. 401(K) Profit Sharing Plan | - | 5 | $149,409 | $78,000 | $15,600iApproximate average salary by contribution assumption: employee only about $390,000 at 4% or $260,000 at 6%; with 50% employer match about $260,000 at 4% or $173,333 at 6%; with 100% employer match about $195,000 at 4% or $130,000 at 6%. |
| 2004 | 3 | 5 | $1,077,703 | $442,124 | $88,425iApproximate average salary by contribution assumption: employee only about $2,210,620 at 4% or $1,473,747 at 6%; with 50% employer match about $1,473,747 at 4% or $982,498 at 6%; with 100% employer match about $1,105,310 at 4% or $736,873 at 6%. |
| SHARPE AND ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST | - | 3 | $635,579 | - | - |
| Sharpe & Associates Inc. Defined Benefit Plan | - | 5 | $371,124 | $371,124 | $74,225iApproximate average salary by contribution assumption: employee only about $1,855,620 at 4% or $1,237,080 at 6%; with 50% employer match about $1,237,080 at 4% or $824,720 at 6%; with 100% employer match about $927,810 at 4% or $618,540 at 6%. |
| SHARPE AND ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 5 | $71,000 | $71,000 | $14,200iApproximate average salary by contribution assumption: employee only about $355,000 at 4% or $236,667 at 6%; with 50% employer match about $236,667 at 4% or $157,778 at 6%; with 100% employer match about $177,500 at 4% or $118,333 at 6%. |
| 2003 | 1 | 6 | $401,906 | $0 | - |
| SHARPE & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST | - | 6 | $401,906 | - | - |
| 2002 | 1 | 5 | $0 | $0 | - |
| SHARPE & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST | - | 5 | - | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| SHARPE & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST | - | 4 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| SHARPE & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST | - | 4 | - | - | - |