SHERIFF & SON MORTGAGE LLC
Plan context: SHERIFF & SON MORTGAGE LLC 401K PLAN
EIN 87-1961874 • Alpharetta, GA • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$5,293
2025 Contributions
$1,516
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $5,293 | $1,516 | $379iApproximate average salary by contribution assumption: employee only about $9,475 at 4% or $6,317 at 6%; with 50% employer match about $6,317 at 4% or $4,211 at 6%; with 100% employer match about $4,738 at 4% or $3,158 at 6%. |
| SHERIFF & SON MORTGAGE LLC 401K PLAN | - | 4 | $5,293 | $1,516 | $379iApproximate average salary by contribution assumption: employee only about $9,475 at 4% or $6,317 at 6%; with 50% employer match about $6,317 at 4% or $4,211 at 6%; with 100% employer match about $4,738 at 4% or $3,158 at 6%. |
| 2024 | 1 | 4 | $4,766 | $873 | $218iApproximate average salary by contribution assumption: employee only about $5,456 at 4% or $3,638 at 6%; with 50% employer match about $3,638 at 4% or $2,425 at 6%; with 100% employer match about $2,728 at 4% or $1,819 at 6%. |
| SHERIFF & SON MORTGAGE LLC 401K PLAN | - | 4 | $4,766 | $873 | $218iApproximate average salary by contribution assumption: employee only about $5,456 at 4% or $3,638 at 6%; with 50% employer match about $3,638 at 4% or $2,425 at 6%; with 100% employer match about $2,728 at 4% or $1,819 at 6%. |
| 2023 | 1 | 3 | $3,517 | $6,404 | $2,135iApproximate average salary by contribution assumption: employee only about $53,367 at 4% or $35,578 at 6%; with 50% employer match about $35,578 at 4% or $23,719 at 6%; with 100% employer match about $26,683 at 4% or $17,789 at 6%. |
| SHERIFF & SON MORTGAGE LLC 401K PLAN | - | 3 | $3,517 | $6,404 | $2,135iApproximate average salary by contribution assumption: employee only about $53,367 at 4% or $35,578 at 6%; with 50% employer match about $35,578 at 4% or $23,719 at 6%; with 100% employer match about $26,683 at 4% or $17,789 at 6%. |