Shepherd & Son Inc.
Plan context: Shepherd & Son Inc. Profit Sharing Plan and Trust
EIN 94-1696703 • San Leandro, CA • 13 filings • 3 plans
Current Snapshot
Latest Year
2011
2011 Participants
8
2011 Assets
$1,354,230
2011 Contributions
$7,790
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $7,790 | - |
| Shepherd & Son Inc. Profit Sharing Plan and Trust | - | 0 | $0 | $7,790 | - |
| 2010 | 1 | 8 | $1,354,230 | $23,882 | $2,985iApproximate average salary by contribution assumption: employee only about $74,631 at 4% or $49,754 at 6%; with 50% employer match about $49,754 at 4% or $33,169 at 6%; with 100% employer match about $37,316 at 4% or $24,877 at 6%. |
| Shepherd & Son Inc. Profit Sharing Plan and Trust | - | 8 | $1,354,230 | $23,882 | $2,985iApproximate average salary by contribution assumption: employee only about $74,631 at 4% or $49,754 at 6%; with 50% employer match about $49,754 at 4% or $33,169 at 6%; with 100% employer match about $37,316 at 4% or $24,877 at 6%. |
| 2009 | 1 | 9 | $1,274,165 | $60,624 | $6,736iApproximate average salary by contribution assumption: employee only about $168,400 at 4% or $112,267 at 6%; with 50% employer match about $112,267 at 4% or $74,844 at 6%; with 100% employer match about $84,200 at 4% or $56,133 at 6%. |
| Shepherd & Son Inc. Profit Sharing Plan and Trust | - | 9 | $1,274,165 | $60,624 | $6,736iApproximate average salary by contribution assumption: employee only about $168,400 at 4% or $112,267 at 6%; with 50% employer match about $112,267 at 4% or $74,844 at 6%; with 100% employer match about $84,200 at 4% or $56,133 at 6%. |
| 2008 | 1 | 8 | $968,553 | $137,160 | $17,145iApproximate average salary by contribution assumption: employee only about $428,625 at 4% or $285,750 at 6%; with 50% employer match about $285,750 at 4% or $190,500 at 6%; with 100% employer match about $214,313 at 4% or $142,875 at 6%. |
| Shepherd & Son Inc. Profit Sharing Plan and Trust | - | 8 | $968,553 | $137,160 | $17,145iApproximate average salary by contribution assumption: employee only about $428,625 at 4% or $285,750 at 6%; with 50% employer match about $285,750 at 4% or $190,500 at 6%; with 100% employer match about $214,313 at 4% or $142,875 at 6%. |
| 2007 | 1 | 8 | $0 | $0 | - |
| Shepherd & Son Inc. Profit Sharing Plan and Trust | - | 8 | - | - | - |
| 2006 | 1 | 7 | $1,275,321 | $94,170 | $13,453iApproximate average salary by contribution assumption: employee only about $336,321 at 4% or $224,214 at 6%; with 50% employer match about $224,214 at 4% or $149,476 at 6%; with 100% employer match about $168,161 at 4% or $112,107 at 6%. |
| Shepherd & Son Inc. Profit Sharing Plan and Trust | - | 7 | $1,275,321 | $94,170 | $13,453iApproximate average salary by contribution assumption: employee only about $336,321 at 4% or $224,214 at 6%; with 50% employer match about $224,214 at 4% or $149,476 at 6%; with 100% employer match about $168,161 at 4% or $112,107 at 6%. |
| 2005 | 1 | 7 | $1,033,832 | $40,091 | $5,727iApproximate average salary by contribution assumption: employee only about $143,182 at 4% or $95,455 at 6%; with 50% employer match about $95,455 at 4% or $63,637 at 6%; with 100% employer match about $71,591 at 4% or $47,727 at 6%. |
| Shepherd & Son Inc. Profit Sharing Plan and Trust | - | 7 | $1,033,832 | $40,091 | $5,727iApproximate average salary by contribution assumption: employee only about $143,182 at 4% or $95,455 at 6%; with 50% employer match about $95,455 at 4% or $63,637 at 6%; with 100% employer match about $71,591 at 4% or $47,727 at 6%. |
| 2004 | 1 | 7 | $1,028,536 | $65,000 | $9,286iApproximate average salary by contribution assumption: employee only about $232,143 at 4% or $154,762 at 6%; with 50% employer match about $154,762 at 4% or $103,175 at 6%; with 100% employer match about $116,071 at 4% or $77,381 at 6%. |
| Shepherd & Son Inc. Profit Sharing Plan and Trust | - | 7 | $1,028,536 | $65,000 | $9,286iApproximate average salary by contribution assumption: employee only about $232,143 at 4% or $154,762 at 6%; with 50% employer match about $154,762 at 4% or $103,175 at 6%; with 100% employer match about $116,071 at 4% or $77,381 at 6%. |
| 2003 | 1 | 7 | $1,309,369 | $0 | - |
| Shepherd & Son Inc. Profit Sharing Plan and Trust | - | 7 | $1,309,369 | - | - |
| 2002 | 1 | 8 | $0 | $0 | - |
| Shepherd & Son Inc. Profit Sharing Plan and Trust | - | 8 | - | - | - |
| 2001 | 1 | 7 | $0 | $0 | - |
| Shepherd & Son Inc. Profit Sharing Plan and Trust | - | 7 | - | - | - |
| 2000 | 1 | 6 | $0 | $0 | - |
| Shepherd & Son Inc. Profit Sharing Plan and Trust | - | 6 | - | - | - |
| 1999 | 1 | 5 | $908,903 | $42,363 | $8,473iApproximate average salary by contribution assumption: employee only about $211,815 at 4% or $141,210 at 6%; with 50% employer match about $141,210 at 4% or $94,140 at 6%; with 100% employer match about $105,908 at 4% or $70,605 at 6%. |
| Shepherd & Son Inc. Profit Sharing Plan and Trust | - | 5 | $908,903 | $42,363 | $8,473iApproximate average salary by contribution assumption: employee only about $211,815 at 4% or $141,210 at 6%; with 50% employer match about $141,210 at 4% or $94,140 at 6%; with 100% employer match about $105,908 at 4% or $70,605 at 6%. |