Sherman & Boone Realtors
Plan context: Sherman & Boone Realtors Profit Sharing Plan
EIN 94-2325912 • Capitola, CA • 29 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$1,600,788
2024 Contributions
$30,000
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 | 1 | 10 | $1,600,788 | $30,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| Sherman & Boone Realtors Profit Sharing Plan | - | 10 | $1,600,788 | $30,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| 2023 | 1 | 9 | $1,669,244 | $30,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| Sherman & Boone Realtors Profit Sharing Plan | - | 9 | $1,669,244 | $30,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| 2022 | 1 | 9 | $1,659,138 | $25,000 | $2,778iApproximate average salary by contribution assumption: employee only about $69,444 at 4% or $46,296 at 6%; with 50% employer match about $46,296 at 4% or $30,864 at 6%; with 100% employer match about $34,722 at 4% or $23,148 at 6%. |
| Sherman & Boone Realtors Profit Sharing Plan | - | 9 | $1,659,138 | $25,000 | $2,778iApproximate average salary by contribution assumption: employee only about $69,444 at 4% or $46,296 at 6%; with 50% employer match about $46,296 at 4% or $30,864 at 6%; with 100% employer match about $34,722 at 4% or $23,148 at 6%. |
| 2021 | 1 | 9 | $1,957,503 | $25,000 | $2,778iApproximate average salary by contribution assumption: employee only about $69,444 at 4% or $46,296 at 6%; with 50% employer match about $46,296 at 4% or $30,864 at 6%; with 100% employer match about $34,722 at 4% or $23,148 at 6%. |
| Sherman & Boone Realtors Profit Sharing Plan | - | 9 | $1,957,503 | $25,000 | $2,778iApproximate average salary by contribution assumption: employee only about $69,444 at 4% or $46,296 at 6%; with 50% employer match about $46,296 at 4% or $30,864 at 6%; with 100% employer match about $34,722 at 4% or $23,148 at 6%. |
| 2020 | 1 | 10 | $1,741,913 | $25,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| Sherman & Boone Realtors Profit Sharing Plan | - | 10 | $1,741,913 | $25,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| 2019 | 1 | 10 | $1,712,732 | $25,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| Sherman & Boone Realtors Profit Sharing Plan | - | 10 | $1,712,732 | $25,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| 2018 | 1 | 10 | $1,776,625 | $25,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| Sherman & Boone Realtors Profit Sharing Plan | - | 10 | $1,776,625 | $25,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| 2017 | 1 | 9 | $1,707,510 | $30,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| Sherman & Boone Realtors Profit Sharing Plan | - | 9 | $1,707,510 | $30,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| 2016 | 1 | 9 | $1,717,189 | $25,000 | $2,778iApproximate average salary by contribution assumption: employee only about $69,444 at 4% or $46,296 at 6%; with 50% employer match about $46,296 at 4% or $30,864 at 6%; with 100% employer match about $34,722 at 4% or $23,148 at 6%. |
| Sherman & Boone Realtors Profit Sharing Plan | - | 9 | $1,717,189 | $25,000 | $2,778iApproximate average salary by contribution assumption: employee only about $69,444 at 4% or $46,296 at 6%; with 50% employer match about $46,296 at 4% or $30,864 at 6%; with 100% employer match about $34,722 at 4% or $23,148 at 6%. |
| 2015 | 1 | 8 | $1,762,533 | $20,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| Sherman & Boone Realtors Profit Sharing Plan | - | 8 | $1,762,533 | $20,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| 2014 | 1 | 7 | $1,776,360 | $20,000 | $2,857iApproximate average salary by contribution assumption: employee only about $71,429 at 4% or $47,619 at 6%; with 50% employer match about $47,619 at 4% or $31,746 at 6%; with 100% employer match about $35,714 at 4% or $23,810 at 6%. |
| Sherman & Boone Realtors Profit Sharing Plan | - | 7 | $1,776,360 | $20,000 | $2,857iApproximate average salary by contribution assumption: employee only about $71,429 at 4% or $47,619 at 6%; with 50% employer match about $47,619 at 4% or $31,746 at 6%; with 100% employer match about $35,714 at 4% or $23,810 at 6%. |
| 2013 | 1 | 8 | $1,616,364 | $20,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| Sherman & Boone Realtors Profit Sharing Plan | - | 8 | $1,616,364 | $20,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| 2012 | 1 | 9 | $1,671,604 | $15,000 | $1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%. |
| Sherman & Boone Realtors Profit Sharing Plan | - | 9 | $1,671,604 | $15,000 | $1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%. |
| 2011 | 1 | 11 | $1,627,021 | $15,000 | $1,364iApproximate average salary by contribution assumption: employee only about $34,091 at 4% or $22,727 at 6%; with 50% employer match about $22,727 at 4% or $15,152 at 6%; with 100% employer match about $17,045 at 4% or $11,364 at 6%. |
| Sherman & Boone Realtors Profit Sharing Plan | - | 11 | $1,627,021 | $15,000 | $1,364iApproximate average salary by contribution assumption: employee only about $34,091 at 4% or $22,727 at 6%; with 50% employer match about $22,727 at 4% or $15,152 at 6%; with 100% employer match about $17,045 at 4% or $11,364 at 6%. |
| 2010 | 1 | 10 | $1,863,392 | $0 | - |
| Sherman & Boone Realtors Profit Sharing Plan | - | 10 | $1,863,392 | $0 | - |
| 2009 | 1 | 10 | $2,064,425 | $0 | - |
| Sherman & Boone Realtors Profit Sharing Plan | - | 10 | $2,064,425 | $0 | - |
| 2008 | 1 | 9 | $0 | $0 | - |
| Sherman & Boone Realtors Profit Sharing Plan | - | 9 | - | - | - |
| 2007 | 1 | 8 | $0 | $0 | - |
| Sherman & Boone Realtors Profit Sharing Plan | - | 8 | - | - | - |
| 2006 | 1 | 9 | $0 | $0 | - |
| Sherman & Boone Realtors Profit Sharing Plan | - | 9 | - | - | - |
| 2005 | 1 | 8 | $0 | $0 | - |
| Sherman & Boone Realtors Profit Sharing Plan | - | 8 | - | - | - |
| 2004 | 1 | 7 | $0 | $0 | - |
| Sherman & Boone Realtors Profit Sharing Plan | - | 7 | - | - | - |
| 2003 | 1 | 5 | $0 | $0 | - |
| Sherman & Boone Realtors Profit Sharing Plan | - | 5 | - | - | - |
| 2002 | 1 | 5 | $0 | $0 | - |
| Sherman & Boone Realtors Profit Sharing Plan | - | 5 | - | - | - |
| 2001 | 2 | 4 | $0 | $0 | - |
| Sherman & Boone Realtors Money Purchase Pension Plan | - | 0 | - | - | - |
| Sherman & Boone Realtors Profit Sharing Plan | - | 4 | - | - | - |
| 2000 | 2 | 4 | $0 | $0 | - |
| Sherman & Boone Realtors Profit Sharing Plan | - | 4 | - | - | - |
| Sherman & Boone Realtors Money Purchase Pension Plan | - | 4 | - | - | - |
| 1999 | 2 | 4 | $1,090,194 | $0 | - |
| Sherman & Boone Realtors Money Purchase Pension Plan | - | 4 | $604,883 | - | - |
| Sherman & Boone Realtors Profit Sharing Plan | - | 4 | $485,311 | - | - |