Civic Intelligence

The Shepherd Group

Plan context: The Shepherd Group Profit Sharing and Deferred Salary Plan & Trust

EIN 91-1905186 • 4 filings • 1 plans

Current Snapshot

Latest Year

2003

2003 Participants

30

2003 Assets

$3,618,476

2003 Contributions

$322,106

Historical Graphs

Total Assets Over Time

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

$4,340,527$2,170,264$019992000YearValue
$3,618,476Latest year 2000

Participants Over Time

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

121610199920002001YearValue
30Latest year 2001

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
200310$0$0-
The Shepherd Group Profit Sharing and Deferred Salary Plan & Trust-0---
2001130$0$0-
The Shepherd Group Profit Sharing and Deferred Salary Plan & Trust-30---
20001121$3,618,476$322,106$2,662iApproximate average salary by contribution assumption: employee only about $66,551 at 4% or $44,367 at 6%; with 50% employer match about $44,367 at 4% or $29,578 at 6%; with 100% employer match about $33,275 at 4% or $22,184 at 6%.
The Shepherd Group Profit Sharing and Deferred Salary Plan & Trust-121$3,618,476$322,106$2,662iApproximate average salary by contribution assumption: employee only about $66,551 at 4% or $44,367 at 6%; with 50% employer match about $44,367 at 4% or $29,578 at 6%; with 100% employer match about $33,275 at 4% or $22,184 at 6%.
19991101$4,340,527$370,389$3,667iApproximate average salary by contribution assumption: employee only about $91,680 at 4% or $61,120 at 6%; with 50% employer match about $61,120 at 4% or $40,747 at 6%; with 100% employer match about $45,840 at 4% or $30,560 at 6%.
The Shepherd Group Profit Sharing and Deferred Salary Plan & Trust-101$4,340,527$370,389$3,667iApproximate average salary by contribution assumption: employee only about $91,680 at 4% or $61,120 at 6%; with 50% employer match about $61,120 at 4% or $40,747 at 6%; with 100% employer match about $45,840 at 4% or $30,560 at 6%.