Howard Sheppard LLC
Plan context: Howard Sheppard LLC 401(K) Plan
EIN 88-4056071 • 5 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
532
2024 Assets
$10,514,817
2024 Contributions
$1,260,763
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 | 532 | $10,514,817 | $1,260,763 | $2,370iApproximate average salary by contribution assumption: employee only about $59,246 at 4% or $39,498 at 6%; with 50% employer match about $39,498 at 4% or $26,332 at 6%; with 100% employer match about $29,623 at 4% or $19,749 at 6%. |
| Howard Sheppard LLC 401(K) Plan | - | 518 | $10,514,817 | $1,260,763 | $2,434iApproximate average salary by contribution assumption: employee only about $60,848 at 4% or $40,565 at 6%; with 50% employer match about $40,565 at 4% or $27,043 at 6%; with 100% employer match about $30,424 at 4% or $20,283 at 6%. |
| Howard Sheppard Employee Insurance Plan | - | 532 | - | - | - |
| 2023 | 2 | 586 | $10,738,345 | $1,090,199 | $1,860iApproximate average salary by contribution assumption: employee only about $46,510 at 4% or $31,007 at 6%; with 50% employer match about $31,007 at 4% or $20,671 at 6%; with 100% employer match about $23,255 at 4% or $15,503 at 6%. |
| Howard Sheppard LLC 401(K) Plan | - | 495 | $10,738,345 | $1,090,199 | $2,202iApproximate average salary by contribution assumption: employee only about $55,061 at 4% or $36,707 at 6%; with 50% employer match about $36,707 at 4% or $24,471 at 6%; with 100% employer match about $27,530 at 4% or $18,354 at 6%. |
| Howard Sheppard Employee Insurance Plan | - | 586 | - | - | - |
| 2022 | 1 | 527 | $0 | $0 | - |
| Howard Sheppard Employee Insurance Plan | - | 527 | - | - | - |