Civic Intelligence

Harbhajan S Shergill

Plan context: Harbhajan S Shergill Keogh Plan

EIN 94-2517646 • Lodi, CA • 29 filings • 8 plans

11473 N. Ham LaneLodi, CA 95242-9444
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$1,203,903

2022 Contributions

$43,801

Historical Graphs

Total Assets Over Time

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

$1,265,629$632,815$0200220132022YearValue
$1,203,903Latest year 2022

Participants Over Time

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

420199920112022YearValue
2Latest year 2022

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
202212$1,203,903$43,801$21,901iApproximate average salary by contribution assumption: employee only about $547,513 at 4% or $365,008 at 6%; with 50% employer match about $365,008 at 4% or $243,339 at 6%; with 100% employer match about $273,756 at 4% or $182,504 at 6%.
Harbhajan S Shergill Keogh Plan-2$1,203,903$43,801$21,901iApproximate average salary by contribution assumption: employee only about $547,513 at 4% or $365,008 at 6%; with 50% employer match about $365,008 at 4% or $243,339 at 6%; with 100% employer match about $273,756 at 4% or $182,504 at 6%.
202112$1,265,629$41,274$20,637iApproximate average salary by contribution assumption: employee only about $515,925 at 4% or $343,950 at 6%; with 50% employer match about $343,950 at 4% or $229,300 at 6%; with 100% employer match about $257,963 at 4% or $171,975 at 6%.
Harbhajan S Shergill Keogh Plan-2$1,265,629$41,274$20,637iApproximate average salary by contribution assumption: employee only about $515,925 at 4% or $343,950 at 6%; with 50% employer match about $343,950 at 4% or $229,300 at 6%; with 100% employer match about $257,963 at 4% or $171,975 at 6%.
202012$1,258,365$36,597$18,299iApproximate average salary by contribution assumption: employee only about $457,463 at 4% or $304,975 at 6%; with 50% employer match about $304,975 at 4% or $203,317 at 6%; with 100% employer match about $228,731 at 4% or $152,488 at 6%.
Harbhajan S Shergill Keogh Plan-2$1,258,365$36,597$18,299iApproximate average salary by contribution assumption: employee only about $457,463 at 4% or $304,975 at 6%; with 50% employer match about $304,975 at 4% or $203,317 at 6%; with 100% employer match about $228,731 at 4% or $152,488 at 6%.
201912$1,184,096$44,607$22,304iApproximate average salary by contribution assumption: employee only about $557,588 at 4% or $371,725 at 6%; with 50% employer match about $371,725 at 4% or $247,817 at 6%; with 100% employer match about $278,794 at 4% or $185,863 at 6%.
Harbhajan S Shergill Keogh Plan-2$1,184,096$44,607$22,304iApproximate average salary by contribution assumption: employee only about $557,588 at 4% or $371,725 at 6%; with 50% employer match about $371,725 at 4% or $247,817 at 6%; with 100% employer match about $278,794 at 4% or $185,863 at 6%.
201812$1,063,103$43,807$21,904iApproximate average salary by contribution assumption: employee only about $547,588 at 4% or $365,058 at 6%; with 50% employer match about $365,058 at 4% or $243,372 at 6%; with 100% employer match about $273,794 at 4% or $182,529 at 6%.
Harbhajan S Shergill Keogh Plan-2$1,063,103$43,807$21,904iApproximate average salary by contribution assumption: employee only about $547,588 at 4% or $365,058 at 6%; with 50% employer match about $365,058 at 4% or $243,372 at 6%; with 100% employer match about $273,794 at 4% or $182,529 at 6%.
201712$1,160,933$40,536$20,268iApproximate average salary by contribution assumption: employee only about $506,700 at 4% or $337,800 at 6%; with 50% employer match about $337,800 at 4% or $225,200 at 6%; with 100% employer match about $253,350 at 4% or $168,900 at 6%.
Harbhajan S Shergill Keogh Plan-2$1,160,933$40,536$20,268iApproximate average salary by contribution assumption: employee only about $506,700 at 4% or $337,800 at 6%; with 50% employer match about $337,800 at 4% or $225,200 at 6%; with 100% employer match about $253,350 at 4% or $168,900 at 6%.
201612$1,041,341$0-
Harbhajan S Shergill Keogh Plan-2$1,041,341$0-
201514$1,130,774$67,817$16,954iApproximate average salary by contribution assumption: employee only about $423,856 at 4% or $282,571 at 6%; with 50% employer match about $282,571 at 4% or $188,381 at 6%; with 100% employer match about $211,928 at 4% or $141,285 at 6%.
Harbhajan S Shergill Keogh Plan-4$1,130,774$67,817$16,954iApproximate average salary by contribution assumption: employee only about $423,856 at 4% or $282,571 at 6%; with 50% employer match about $282,571 at 4% or $188,381 at 6%; with 100% employer match about $211,928 at 4% or $141,285 at 6%.
201414$1,053,709$92,403$23,101iApproximate average salary by contribution assumption: employee only about $577,519 at 4% or $385,013 at 6%; with 50% employer match about $385,013 at 4% or $256,675 at 6%; with 100% employer match about $288,759 at 4% or $192,506 at 6%.
Harbhajan S Shergill Keogh Plan-4$1,053,709$92,403$23,101iApproximate average salary by contribution assumption: employee only about $577,519 at 4% or $385,013 at 6%; with 50% employer match about $385,013 at 4% or $256,675 at 6%; with 100% employer match about $288,759 at 4% or $192,506 at 6%.
201312$872,934$0-
Harbhajan S Shergill Keogh Plan-2$872,934--
201213$1,119,145$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Harbhajan S Shergill Keogh Plan-3$1,119,145$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201113$1,001,367$35,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
Harbhajan S Shergill Keogh Plan-3$1,001,367$35,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
201014$986,796$35,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
Harbhajan S Shergill Keogh Plan-4$986,796$35,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
200914$863,443$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Harbhajan S Shergill Keogh Plan-4$863,443$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
200811$624,697$0-
Harbhajan S Shergill Keogh Plan-1$624,697--
200711$0$0-
Harbhajan S Shergill Keogh Plan-1---
200613$894,423$35,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
Harbhajan S Shergill Keogh Plan-3$894,423$35,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
200512$753,891$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Harbhajan S Shergill Keogh Plan-2$753,891$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200422$684,922$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Harbhajan S Shergill Keogh Plan-2$684,922$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Harbhajan S Shergill Keogh Plan-0---
200323$0$0-
Harbhajan S Shergill Keogh Plan-3---
Harbhajan S Shergill Keogh Plan-3---
200223$492,483$30,001$10,000iApproximate average salary by contribution assumption: employee only about $250,008 at 4% or $166,672 at 6%; with 50% employer match about $166,672 at 4% or $111,115 at 6%; with 100% employer match about $125,004 at 4% or $83,336 at 6%.
Harbhajan S Shergill Keogh Plan-3$325,175$6,225$2,075iApproximate average salary by contribution assumption: employee only about $51,875 at 4% or $34,583 at 6%; with 50% employer match about $34,583 at 4% or $23,056 at 6%; with 100% employer match about $25,938 at 4% or $17,292 at 6%.
Harbhajan S Shergill Keogh Plan-3$167,308$23,776$7,925iApproximate average salary by contribution assumption: employee only about $198,133 at 4% or $132,089 at 6%; with 50% employer match about $132,089 at 4% or $88,059 at 6%; with 100% employer match about $99,067 at 4% or $66,044 at 6%.
200112$0$0-
Harbhajan S Shergill Keogh Plan-2---
200022$0$0-
Harbhajan S Shergill Keogh Plan-2---
Harbhajan S Shergill Keogh Plan-2---
199922$0$0-
Harbhajan S Shergill Keogh Plan-2---
Harbhajan S Shergill Keogh Plan-2---