Civic Intelligence

Sherman Foundation

Plan context: Sherman Foundation 401(K) Profit Sharing Plan & Trust

EIN 95-2672431 • Newport Beach, CA • 13 filings • 3 plans

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4000 Macarthur Blvd Ste 105Newport Beach, CA 92660-2517
Current Snapshot

Latest Year

2025

2025 Participants

35

2025 Assets

$1,152,681

2025 Contributions

$137,077

Historical Graphs

Total Assets Over Time

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

$1,152,681$576,341$0201320192025YearValue
$1,152,681Latest year 2025

Participants Over Time

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

35180201320192025YearValue
35Latest year 2025

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
2025135$1,152,681$137,077$3,916iApproximate average salary by contribution assumption: employee only about $97,912 at 4% or $65,275 at 6%; with 50% employer match about $65,275 at 4% or $43,517 at 6%; with 100% employer match about $48,956 at 4% or $32,637 at 6%.
Sherman Foundation 401(K) Profit Sharing Plan & Trust-35$1,152,681$137,077$3,916iApproximate average salary by contribution assumption: employee only about $97,912 at 4% or $65,275 at 6%; with 50% employer match about $65,275 at 4% or $43,517 at 6%; with 100% employer match about $48,956 at 4% or $32,637 at 6%.
2024131$934,021$135,249$4,363iApproximate average salary by contribution assumption: employee only about $109,072 at 4% or $72,715 at 6%; with 50% employer match about $72,715 at 4% or $48,476 at 6%; with 100% employer match about $54,536 at 4% or $36,357 at 6%.
Sherman Foundation 401(K) Profit Sharing Plan & Trust-31$934,021$135,249$4,363iApproximate average salary by contribution assumption: employee only about $109,072 at 4% or $72,715 at 6%; with 50% employer match about $72,715 at 4% or $48,476 at 6%; with 100% employer match about $54,536 at 4% or $36,357 at 6%.
2023129$760,981$126,592$4,365iApproximate average salary by contribution assumption: employee only about $109,131 at 4% or $72,754 at 6%; with 50% employer match about $72,754 at 4% or $48,503 at 6%; with 100% employer match about $54,566 at 4% or $36,377 at 6%.
Sherman Foundation 401(K) Profit Sharing Plan & Trust-29$760,981$126,592$4,365iApproximate average salary by contribution assumption: employee only about $109,131 at 4% or $72,754 at 6%; with 50% employer match about $72,754 at 4% or $48,503 at 6%; with 100% employer match about $54,566 at 4% or $36,377 at 6%.
2022127$547,812$98,007$3,630iApproximate average salary by contribution assumption: employee only about $90,747 at 4% or $60,498 at 6%; with 50% employer match about $60,498 at 4% or $40,332 at 6%; with 100% employer match about $45,374 at 4% or $30,249 at 6%.
Sherman Foundation 401(K) Profit Sharing Plan & Trust-27$547,812$98,007$3,630iApproximate average salary by contribution assumption: employee only about $90,747 at 4% or $60,498 at 6%; with 50% employer match about $60,498 at 4% or $40,332 at 6%; with 100% employer match about $45,374 at 4% or $30,249 at 6%.
2021127$874,600$120,816$4,475iApproximate average salary by contribution assumption: employee only about $111,867 at 4% or $74,578 at 6%; with 50% employer match about $74,578 at 4% or $49,719 at 6%; with 100% employer match about $55,933 at 4% or $37,289 at 6%.
Sherman Foundation 401(K) Profit Sharing Plan & Trust-27$874,600$120,816$4,475iApproximate average salary by contribution assumption: employee only about $111,867 at 4% or $74,578 at 6%; with 50% employer match about $74,578 at 4% or $49,719 at 6%; with 100% employer match about $55,933 at 4% or $37,289 at 6%.
2020129$680,808$104,493$3,603iApproximate average salary by contribution assumption: employee only about $90,080 at 4% or $60,053 at 6%; with 50% employer match about $60,053 at 4% or $40,036 at 6%; with 100% employer match about $45,040 at 4% or $30,027 at 6%.
Sherman Foundation 401(K) Profit Sharing Plan & Trust-29$680,808$104,493$3,603iApproximate average salary by contribution assumption: employee only about $90,080 at 4% or $60,053 at 6%; with 50% employer match about $60,053 at 4% or $40,036 at 6%; with 100% employer match about $45,040 at 4% or $30,027 at 6%.
2019126$493,172$91,983$3,538iApproximate average salary by contribution assumption: employee only about $88,445 at 4% or $58,963 at 6%; with 50% employer match about $58,963 at 4% or $39,309 at 6%; with 100% employer match about $44,223 at 4% or $29,482 at 6%.
Sherman Foundation 401(K) Profit Sharing Plan & Trust-26$493,172$91,983$3,538iApproximate average salary by contribution assumption: employee only about $88,445 at 4% or $58,963 at 6%; with 50% employer match about $58,963 at 4% or $39,309 at 6%; with 100% employer match about $44,223 at 4% or $29,482 at 6%.
2018126$324,298$82,663$3,179iApproximate average salary by contribution assumption: employee only about $79,484 at 4% or $52,989 at 6%; with 50% employer match about $52,989 at 4% or $35,326 at 6%; with 100% employer match about $39,742 at 4% or $26,495 at 6%.
Sherman Foundation 401(K) Profit Sharing Plan & Trust-26$324,298$82,663$3,179iApproximate average salary by contribution assumption: employee only about $79,484 at 4% or $52,989 at 6%; with 50% employer match about $52,989 at 4% or $35,326 at 6%; with 100% employer match about $39,742 at 4% or $26,495 at 6%.
2017121$265,306$64,535$3,073iApproximate average salary by contribution assumption: employee only about $76,827 at 4% or $51,218 at 6%; with 50% employer match about $51,218 at 4% or $34,146 at 6%; with 100% employer match about $38,414 at 4% or $25,609 at 6%.
Sherman Foundation 401(K) Profit Sharing Plan & Trust-21$265,306$64,535$3,073iApproximate average salary by contribution assumption: employee only about $76,827 at 4% or $51,218 at 6%; with 50% employer match about $51,218 at 4% or $34,146 at 6%; with 100% employer match about $38,414 at 4% or $25,609 at 6%.
2016123$253,943$95,567$4,155iApproximate average salary by contribution assumption: employee only about $103,877 at 4% or $69,251 at 6%; with 50% employer match about $69,251 at 4% or $46,168 at 6%; with 100% employer match about $51,939 at 4% or $34,626 at 6%.
Sherman Foundation 401(K) Profit Sharing Plan & Trust-23$253,943$95,567$4,155iApproximate average salary by contribution assumption: employee only about $103,877 at 4% or $69,251 at 6%; with 50% employer match about $69,251 at 4% or $46,168 at 6%; with 100% employer match about $51,939 at 4% or $34,626 at 6%.
2015122$152,810$83,272$3,785iApproximate average salary by contribution assumption: employee only about $94,627 at 4% or $63,085 at 6%; with 50% employer match about $63,085 at 4% or $42,057 at 6%; with 100% employer match about $47,314 at 4% or $31,542 at 6%.
Sherman Foundation 401(K) Profit Sharing Plan & Trust-22$152,810$83,272$3,785iApproximate average salary by contribution assumption: employee only about $94,627 at 4% or $63,085 at 6%; with 50% employer match about $63,085 at 4% or $42,057 at 6%; with 100% employer match about $47,314 at 4% or $31,542 at 6%.
2014123$72,989$58,700$2,552iApproximate average salary by contribution assumption: employee only about $63,804 at 4% or $42,536 at 6%; with 50% employer match about $42,536 at 4% or $28,357 at 6%; with 100% employer match about $31,902 at 4% or $21,268 at 6%.
Sherman Foundation 401(K) Profit Sharing Plan & Trust-23$72,989$58,700$2,552iApproximate average salary by contribution assumption: employee only about $63,804 at 4% or $42,536 at 6%; with 50% employer match about $42,536 at 4% or $28,357 at 6%; with 100% employer match about $31,902 at 4% or $21,268 at 6%.
201315$11,761$11,546$2,309iApproximate average salary by contribution assumption: employee only about $57,730 at 4% or $38,487 at 6%; with 50% employer match about $38,487 at 4% or $25,658 at 6%; with 100% employer match about $28,865 at 4% or $19,243 at 6%.
Sherman Foundation 401(K) Profit Sharing Plan & Trust-5$11,761$11,546$2,309iApproximate average salary by contribution assumption: employee only about $57,730 at 4% or $38,487 at 6%; with 50% employer match about $38,487 at 4% or $25,658 at 6%; with 100% employer match about $28,865 at 4% or $19,243 at 6%.