Civic Intelligence

J.L. Shepherd & Associates

Plan context: J.L. Shepherd & Associates Profit Sharing 401K Plan

EIN 95-2477911 • San Fernando, CA • 26 filings • 4 plans

1010 Arroyo AvenueSan Fernando, CA 91340
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$5,377,668

2024 Contributions

$273,600

Historical Graphs

Total Assets Over Time

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

$6,203,639$3,101,820$0199920132024YearValue
$5,377,668Latest year 2024

Participants Over Time

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

30150199920122024YearValue
15Latest year 2024

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
2024115$5,377,668$273,600$18,240iApproximate average salary by contribution assumption: employee only about $456,000 at 4% or $304,000 at 6%; with 50% employer match about $304,000 at 4% or $202,667 at 6%; with 100% employer match about $228,000 at 4% or $152,000 at 6%.
J.L. Shepherd & Associates Profit Sharing 401K Plan-15$5,377,668$273,600$18,240iApproximate average salary by contribution assumption: employee only about $456,000 at 4% or $304,000 at 6%; with 50% employer match about $304,000 at 4% or $202,667 at 6%; with 100% employer match about $228,000 at 4% or $152,000 at 6%.
2023117$6,203,639$305,024$17,943iApproximate average salary by contribution assumption: employee only about $448,565 at 4% or $299,043 at 6%; with 50% employer match about $299,043 at 4% or $199,362 at 6%; with 100% employer match about $224,282 at 4% or $149,522 at 6%.
J.L. Shepherd & Associates Profit Sharing 401K Plan-17$6,203,639$305,024$17,943iApproximate average salary by contribution assumption: employee only about $448,565 at 4% or $299,043 at 6%; with 50% employer match about $299,043 at 4% or $199,362 at 6%; with 100% employer match about $224,282 at 4% or $149,522 at 6%.
2022119$5,238,861$271,790$14,305iApproximate average salary by contribution assumption: employee only about $357,618 at 4% or $238,412 at 6%; with 50% employer match about $238,412 at 4% or $158,942 at 6%; with 100% employer match about $178,809 at 4% or $119,206 at 6%.
J.L. Shepherd & Associates Profit Sharing 401K Plan-19$5,238,861$271,790$14,305iApproximate average salary by contribution assumption: employee only about $357,618 at 4% or $238,412 at 6%; with 50% employer match about $238,412 at 4% or $158,942 at 6%; with 100% employer match about $178,809 at 4% or $119,206 at 6%.
2021119$5,884,134$374,398$19,705iApproximate average salary by contribution assumption: employee only about $492,629 at 4% or $328,419 at 6%; with 50% employer match about $328,419 at 4% or $218,946 at 6%; with 100% employer match about $246,314 at 4% or $164,210 at 6%.
J.L. Shepherd & Associates Profit Sharing 401K Plan-19$5,884,134$374,398$19,705iApproximate average salary by contribution assumption: employee only about $492,629 at 4% or $328,419 at 6%; with 50% employer match about $328,419 at 4% or $218,946 at 6%; with 100% employer match about $246,314 at 4% or $164,210 at 6%.
2020121$5,296,202$214,070$10,194iApproximate average salary by contribution assumption: employee only about $254,845 at 4% or $169,897 at 6%; with 50% employer match about $169,897 at 4% or $113,265 at 6%; with 100% employer match about $127,423 at 4% or $84,948 at 6%.
J.L. Shepherd & Associates Profit Sharing 401K Plan-21$5,296,202$214,070$10,194iApproximate average salary by contribution assumption: employee only about $254,845 at 4% or $169,897 at 6%; with 50% employer match about $169,897 at 4% or $113,265 at 6%; with 100% employer match about $127,423 at 4% or $84,948 at 6%.
2019122$5,011,947$213,999$9,727iApproximate average salary by contribution assumption: employee only about $243,181 at 4% or $162,120 at 6%; with 50% employer match about $162,120 at 4% or $108,080 at 6%; with 100% employer match about $121,590 at 4% or $81,060 at 6%.
J.L. Shepherd & Associates Profit Sharing 401K Plan-22$5,011,947$213,999$9,727iApproximate average salary by contribution assumption: employee only about $243,181 at 4% or $162,120 at 6%; with 50% employer match about $162,120 at 4% or $108,080 at 6%; with 100% employer match about $121,590 at 4% or $81,060 at 6%.
2018122$4,265,918$208,561$9,480iApproximate average salary by contribution assumption: employee only about $237,001 at 4% or $158,001 at 6%; with 50% employer match about $158,001 at 4% or $105,334 at 6%; with 100% employer match about $118,501 at 4% or $79,000 at 6%.
J.L. Shepherd & Associates Profit Sharing 401K Plan-22$4,265,918$208,561$9,480iApproximate average salary by contribution assumption: employee only about $237,001 at 4% or $158,001 at 6%; with 50% employer match about $158,001 at 4% or $105,334 at 6%; with 100% employer match about $118,501 at 4% or $79,000 at 6%.
2017123$4,251,097$188,709$8,205iApproximate average salary by contribution assumption: employee only about $205,118 at 4% or $136,746 at 6%; with 50% employer match about $136,746 at 4% or $91,164 at 6%; with 100% employer match about $102,559 at 4% or $68,373 at 6%.
J.L. Shepherd & Associates Profit Sharing 401K Plan-23$4,251,097$188,709$8,205iApproximate average salary by contribution assumption: employee only about $205,118 at 4% or $136,746 at 6%; with 50% employer match about $136,746 at 4% or $91,164 at 6%; with 100% employer match about $102,559 at 4% or $68,373 at 6%.
2016125$3,734,369$139,139$5,566iApproximate average salary by contribution assumption: employee only about $139,139 at 4% or $92,759 at 6%; with 50% employer match about $92,759 at 4% or $61,840 at 6%; with 100% employer match about $69,570 at 4% or $46,380 at 6%.
J.L. Shepherd & Associates Profit Sharing 401K Plan-25$3,734,369$139,139$5,566iApproximate average salary by contribution assumption: employee only about $139,139 at 4% or $92,759 at 6%; with 50% employer match about $92,759 at 4% or $61,840 at 6%; with 100% employer match about $69,570 at 4% or $46,380 at 6%.
2015126$3,704,992$103,577$3,984iApproximate average salary by contribution assumption: employee only about $99,593 at 4% or $66,396 at 6%; with 50% employer match about $66,396 at 4% or $44,264 at 6%; with 100% employer match about $49,797 at 4% or $33,198 at 6%.
J.L. Shepherd & Associates Profit Sharing 401K Plan-26$3,704,992$103,577$3,984iApproximate average salary by contribution assumption: employee only about $99,593 at 4% or $66,396 at 6%; with 50% employer match about $66,396 at 4% or $44,264 at 6%; with 100% employer match about $49,797 at 4% or $33,198 at 6%.
2014126$3,593,260$169,129$6,505iApproximate average salary by contribution assumption: employee only about $162,624 at 4% or $108,416 at 6%; with 50% employer match about $108,416 at 4% or $72,277 at 6%; with 100% employer match about $81,312 at 4% or $54,208 at 6%.
J.L. Shepherd & Associates Profit Sharing 401K Plan-26$3,593,260$169,129$6,505iApproximate average salary by contribution assumption: employee only about $162,624 at 4% or $108,416 at 6%; with 50% employer match about $108,416 at 4% or $72,277 at 6%; with 100% employer match about $81,312 at 4% or $54,208 at 6%.
2013128$3,302,733$148,459$5,302iApproximate average salary by contribution assumption: employee only about $132,553 at 4% or $88,368 at 6%; with 50% employer match about $88,368 at 4% or $58,912 at 6%; with 100% employer match about $66,276 at 4% or $44,184 at 6%.
J.L. Shepherd & Associates Profit Sharing 401K Plan-28$3,302,733$148,459$5,302iApproximate average salary by contribution assumption: employee only about $132,553 at 4% or $88,368 at 6%; with 50% employer match about $88,368 at 4% or $58,912 at 6%; with 100% employer match about $66,276 at 4% or $44,184 at 6%.
2012127$2,871,749$174,898$6,478iApproximate average salary by contribution assumption: employee only about $161,943 at 4% or $107,962 at 6%; with 50% employer match about $107,962 at 4% or $71,974 at 6%; with 100% employer match about $80,971 at 4% or $53,981 at 6%.
J.L. Shepherd & Associates Profit Sharing 401K Plan-27$2,871,749$174,898$6,478iApproximate average salary by contribution assumption: employee only about $161,943 at 4% or $107,962 at 6%; with 50% employer match about $107,962 at 4% or $71,974 at 6%; with 100% employer match about $80,971 at 4% or $53,981 at 6%.
2011130$2,488,466$171,248$5,708iApproximate average salary by contribution assumption: employee only about $142,707 at 4% or $95,138 at 6%; with 50% employer match about $95,138 at 4% or $63,425 at 6%; with 100% employer match about $71,353 at 4% or $47,569 at 6%.
J.L. Shepherd & Associates Profit Sharing 401K Plan-30$2,488,466$171,248$5,708iApproximate average salary by contribution assumption: employee only about $142,707 at 4% or $95,138 at 6%; with 50% employer match about $95,138 at 4% or $63,425 at 6%; with 100% employer match about $71,353 at 4% or $47,569 at 6%.
2010130$2,364,003$146,723$4,891iApproximate average salary by contribution assumption: employee only about $122,269 at 4% or $81,513 at 6%; with 50% employer match about $81,513 at 4% or $54,342 at 6%; with 100% employer match about $61,135 at 4% or $40,756 at 6%.
J.L. Shepherd & Associates Profit Sharing 401K Plan-30$2,364,003$146,723$4,891iApproximate average salary by contribution assumption: employee only about $122,269 at 4% or $81,513 at 6%; with 50% employer match about $81,513 at 4% or $54,342 at 6%; with 100% employer match about $61,135 at 4% or $40,756 at 6%.
2009123$2,106,860$174,568$7,590iApproximate average salary by contribution assumption: employee only about $189,748 at 4% or $126,499 at 6%; with 50% employer match about $126,499 at 4% or $84,332 at 6%; with 100% employer match about $94,874 at 4% or $63,249 at 6%.
J.L. Shepherd & Associates Profit Sharing 401K Plan-23$2,106,860$174,568$7,590iApproximate average salary by contribution assumption: employee only about $189,748 at 4% or $126,499 at 6%; with 50% employer match about $126,499 at 4% or $84,332 at 6%; with 100% employer match about $94,874 at 4% or $63,249 at 6%.
2008121$1,644,213$187,874$8,946iApproximate average salary by contribution assumption: employee only about $223,660 at 4% or $149,106 at 6%; with 50% employer match about $149,106 at 4% or $99,404 at 6%; with 100% employer match about $111,830 at 4% or $74,553 at 6%.
J.L. Shepherd & Associates Profit Sharing 401K Plan-21$1,644,213$187,874$8,946iApproximate average salary by contribution assumption: employee only about $223,660 at 4% or $149,106 at 6%; with 50% employer match about $149,106 at 4% or $99,404 at 6%; with 100% employer match about $111,830 at 4% or $74,553 at 6%.
2007121$0$0-
J.L. Shepherd & Associates Profit Sharing 401K Plan-21---
2006120$1,821,147$153,857$7,693iApproximate average salary by contribution assumption: employee only about $192,321 at 4% or $128,214 at 6%; with 50% employer match about $128,214 at 4% or $85,476 at 6%; with 100% employer match about $96,161 at 4% or $64,107 at 6%.
J.L. Shepherd & Associates Profit Sharing 401K Plan-20$1,821,147$153,857$7,693iApproximate average salary by contribution assumption: employee only about $192,321 at 4% or $128,214 at 6%; with 50% employer match about $128,214 at 4% or $85,476 at 6%; with 100% employer match about $96,161 at 4% or $64,107 at 6%.
2005122$1,605,867$134,215$6,101iApproximate average salary by contribution assumption: employee only about $152,517 at 4% or $101,678 at 6%; with 50% employer match about $101,678 at 4% or $67,785 at 6%; with 100% employer match about $76,259 at 4% or $50,839 at 6%.
J.L. Shepherd & Associates Profit Sharing 401K Plan-22$1,605,867$134,215$6,101iApproximate average salary by contribution assumption: employee only about $152,517 at 4% or $101,678 at 6%; with 50% employer match about $101,678 at 4% or $67,785 at 6%; with 100% employer match about $76,259 at 4% or $50,839 at 6%.
2004123$1,507,558$127,599$5,548iApproximate average salary by contribution assumption: employee only about $138,695 at 4% or $92,463 at 6%; with 50% employer match about $92,463 at 4% or $61,642 at 6%; with 100% employer match about $69,347 at 4% or $46,232 at 6%.
J.L. Shepherd & Associates Profit Sharing 401K Plan-23$1,507,558$127,599$5,548iApproximate average salary by contribution assumption: employee only about $138,695 at 4% or $92,463 at 6%; with 50% employer match about $92,463 at 4% or $61,642 at 6%; with 100% employer match about $69,347 at 4% or $46,232 at 6%.
2003120$1,343,726$102,888$5,144iApproximate average salary by contribution assumption: employee only about $128,610 at 4% or $85,740 at 6%; with 50% employer match about $85,740 at 4% or $57,160 at 6%; with 100% employer match about $64,305 at 4% or $42,870 at 6%.
J.L. Shepherd & Associates Profit Sharing 401K Plan-20$1,343,726$102,888$5,144iApproximate average salary by contribution assumption: employee only about $128,610 at 4% or $85,740 at 6%; with 50% employer match about $85,740 at 4% or $57,160 at 6%; with 100% employer match about $64,305 at 4% or $42,870 at 6%.
2002122$1,075,557$103,779$4,717iApproximate average salary by contribution assumption: employee only about $117,931 at 4% or $78,620 at 6%; with 50% employer match about $78,620 at 4% or $52,414 at 6%; with 100% employer match about $58,965 at 4% or $39,310 at 6%.
J.L. Shepherd & Associates Profit Sharing 401K Plan-22$1,075,557$103,779$4,717iApproximate average salary by contribution assumption: employee only about $117,931 at 4% or $78,620 at 6%; with 50% employer match about $78,620 at 4% or $52,414 at 6%; with 100% employer match about $58,965 at 4% or $39,310 at 6%.
2001125$0$0-
J.L. Shepherd & Associates Profit Sharing 401K Plan-25---
2000124$1,013,098$121,392$5,058iApproximate average salary by contribution assumption: employee only about $126,450 at 4% or $84,300 at 6%; with 50% employer match about $84,300 at 4% or $56,200 at 6%; with 100% employer match about $63,225 at 4% or $42,150 at 6%.
J.L. Shepherd & Associates Profit Sharing 401K Plan-24$1,013,098$121,392$5,058iApproximate average salary by contribution assumption: employee only about $126,450 at 4% or $84,300 at 6%; with 50% employer match about $84,300 at 4% or $56,200 at 6%; with 100% employer match about $63,225 at 4% or $42,150 at 6%.
1999121$1,367,772$114,164$5,436iApproximate average salary by contribution assumption: employee only about $135,910 at 4% or $90,606 at 6%; with 50% employer match about $90,606 at 4% or $60,404 at 6%; with 100% employer match about $67,955 at 4% or $45,303 at 6%.
J.L. Shepherd & Associates Profit Sharing 401K Plan-21$1,367,772$114,164$5,436iApproximate average salary by contribution assumption: employee only about $135,910 at 4% or $90,606 at 6%; with 50% employer match about $90,606 at 4% or $60,404 at 6%; with 100% employer match about $67,955 at 4% or $45,303 at 6%.