Civic Intelligence

Shepard Bros. Inc.

Plan context: Shepard Bros. Inc. 401K Profit Sharing Plan

EIN 95-3097472 • LA Habra, CA • 27 filings • 3 plans

503 South Cypress StreetLA Habra, CA 90631
Current Snapshot

Latest Year

2024

2024 Participants

53

2024 Assets

$9,039,657

2024 Contributions

$379,429

Historical Graphs

Total Assets Over Time

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

$12,757,046$6,378,523$0199920152024YearValue
$9,039,657Latest year 2024

Participants Over Time

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

106530199920122024YearValue
53Latest 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
2024153$9,039,657$379,429$7,159iApproximate average salary by contribution assumption: employee only about $178,976 at 4% or $119,317 at 6%; with 50% employer match about $119,317 at 4% or $79,545 at 6%; with 100% employer match about $89,488 at 4% or $59,659 at 6%.
Shepard Bros. Inc. 401K Profit Sharing Plan-53$9,039,657$379,429$7,159iApproximate average salary by contribution assumption: employee only about $178,976 at 4% or $119,317 at 6%; with 50% employer match about $119,317 at 4% or $79,545 at 6%; with 100% employer match about $89,488 at 4% or $59,659 at 6%.
2023159$9,875,517$436,165$7,393iApproximate average salary by contribution assumption: employee only about $184,816 at 4% or $123,210 at 6%; with 50% employer match about $123,210 at 4% or $82,140 at 6%; with 100% employer match about $92,408 at 4% or $61,605 at 6%.
Shepard Bros. Inc. 401K Profit Sharing Plan-59$9,875,517$436,165$7,393iApproximate average salary by contribution assumption: employee only about $184,816 at 4% or $123,210 at 6%; with 50% employer match about $123,210 at 4% or $82,140 at 6%; with 100% employer match about $92,408 at 4% or $61,605 at 6%.
2022172$8,666,552$462,010$6,417iApproximate average salary by contribution assumption: employee only about $160,420 at 4% or $106,947 at 6%; with 50% employer match about $106,947 at 4% or $71,298 at 6%; with 100% employer match about $80,210 at 4% or $53,473 at 6%.
Shepard Bros. Inc. 401K Profit Sharing Plan-72$8,666,552$462,010$6,417iApproximate average salary by contribution assumption: employee only about $160,420 at 4% or $106,947 at 6%; with 50% employer match about $106,947 at 4% or $71,298 at 6%; with 100% employer match about $80,210 at 4% or $53,473 at 6%.
2021181$10,012,136$441,786$5,454iApproximate average salary by contribution assumption: employee only about $136,354 at 4% or $90,902 at 6%; with 50% employer match about $90,902 at 4% or $60,602 at 6%; with 100% employer match about $68,177 at 4% or $45,451 at 6%.
Shepard Bros. Inc. 401K Profit Sharing Plan-81$10,012,136$441,786$5,454iApproximate average salary by contribution assumption: employee only about $136,354 at 4% or $90,902 at 6%; with 50% employer match about $90,902 at 4% or $60,602 at 6%; with 100% employer match about $68,177 at 4% or $45,451 at 6%.
2020185$12,757,046$680,817$8,010iApproximate average salary by contribution assumption: employee only about $200,240 at 4% or $133,494 at 6%; with 50% employer match about $133,494 at 4% or $88,996 at 6%; with 100% employer match about $100,120 at 4% or $66,747 at 6%.
Shepard Bros. Inc. 401K Profit Sharing Plan-85$12,757,046$680,817$8,010iApproximate average salary by contribution assumption: employee only about $200,240 at 4% or $133,494 at 6%; with 50% employer match about $133,494 at 4% or $88,996 at 6%; with 100% employer match about $100,120 at 4% or $66,747 at 6%.
2019196$12,205,521$896,931$9,343iApproximate average salary by contribution assumption: employee only about $233,576 at 4% or $155,717 at 6%; with 50% employer match about $155,717 at 4% or $103,811 at 6%; with 100% employer match about $116,788 at 4% or $77,859 at 6%.
Shepard Bros. Inc. 401K Profit Sharing Plan-96$12,205,521$896,931$9,343iApproximate average salary by contribution assumption: employee only about $233,576 at 4% or $155,717 at 6%; with 50% employer match about $155,717 at 4% or $103,811 at 6%; with 100% employer match about $116,788 at 4% or $77,859 at 6%.
2018196$10,553,566$1,357,591$14,142iApproximate average salary by contribution assumption: employee only about $353,539 at 4% or $235,693 at 6%; with 50% employer match about $235,693 at 4% or $157,129 at 6%; with 100% employer match about $176,770 at 4% or $117,846 at 6%.
Shepard Bros. Inc. 401K Profit Sharing Plan-96$10,553,566$1,357,591$14,142iApproximate average salary by contribution assumption: employee only about $353,539 at 4% or $235,693 at 6%; with 50% employer match about $235,693 at 4% or $157,129 at 6%; with 100% employer match about $176,770 at 4% or $117,846 at 6%.
20172106$10,661,428$1,002,298$9,456iApproximate average salary by contribution assumption: employee only about $236,391 at 4% or $157,594 at 6%; with 50% employer match about $157,594 at 4% or $105,063 at 6%; with 100% employer match about $118,196 at 4% or $78,797 at 6%.
Shepard Bros. Inc. 401K Profit Sharing Plan-106$10,661,428$1,002,298$9,456iApproximate average salary by contribution assumption: employee only about $236,391 at 4% or $157,594 at 6%; with 50% employer match about $157,594 at 4% or $105,063 at 6%; with 100% employer match about $118,196 at 4% or $78,797 at 6%.
Shepard Bros. Inc. Welfare Benefits Plan-92---
20162101$8,936,383$1,023,462$10,133iApproximate average salary by contribution assumption: employee only about $253,332 at 4% or $168,888 at 6%; with 50% employer match about $168,888 at 4% or $112,592 at 6%; with 100% employer match about $126,666 at 4% or $84,444 at 6%.
Shepard Bros. Inc. 401K Profit Sharing Plan-101$8,936,383$1,023,462$10,133iApproximate average salary by contribution assumption: employee only about $253,332 at 4% or $168,888 at 6%; with 50% employer match about $168,888 at 4% or $112,592 at 6%; with 100% employer match about $126,666 at 4% or $84,444 at 6%.
Shepard Bros. Inc. Welfare Benefits Plan-97---
20151105$7,724,676$1,087,068$10,353iApproximate average salary by contribution assumption: employee only about $258,826 at 4% or $172,550 at 6%; with 50% employer match about $172,550 at 4% or $115,034 at 6%; with 100% employer match about $129,413 at 4% or $86,275 at 6%.
Shepard Bros. Inc. 401K Profit Sharing Plan-105$7,724,676$1,087,068$10,353iApproximate average salary by contribution assumption: employee only about $258,826 at 4% or $172,550 at 6%; with 50% employer match about $172,550 at 4% or $115,034 at 6%; with 100% employer match about $129,413 at 4% or $86,275 at 6%.
20141100$7,680,253$1,005,581$10,056iApproximate average salary by contribution assumption: employee only about $251,395 at 4% or $167,597 at 6%; with 50% employer match about $167,597 at 4% or $111,731 at 6%; with 100% employer match about $125,698 at 4% or $83,798 at 6%.
Shepard Bros. Inc. 401K Profit Sharing Plan-100$7,680,253$1,005,581$10,056iApproximate average salary by contribution assumption: employee only about $251,395 at 4% or $167,597 at 6%; with 50% employer match about $167,597 at 4% or $111,731 at 6%; with 100% employer match about $125,698 at 4% or $83,798 at 6%.
2013196$6,799,623$864,056$9,001iApproximate average salary by contribution assumption: employee only about $225,015 at 4% or $150,010 at 6%; with 50% employer match about $150,010 at 4% or $100,006 at 6%; with 100% employer match about $112,507 at 4% or $75,005 at 6%.
Shepard Bros. Inc. 401K Profit Sharing Plan-96$6,799,623$864,056$9,001iApproximate average salary by contribution assumption: employee only about $225,015 at 4% or $150,010 at 6%; with 50% employer match about $150,010 at 4% or $100,006 at 6%; with 100% employer match about $112,507 at 4% or $75,005 at 6%.
2012188$5,334,902$843,774$9,588iApproximate average salary by contribution assumption: employee only about $239,709 at 4% or $159,806 at 6%; with 50% employer match about $159,806 at 4% or $106,537 at 6%; with 100% employer match about $119,854 at 4% or $79,903 at 6%.
Shepard Bros. Inc. 401K Profit Sharing Plan-88$5,334,902$843,774$9,588iApproximate average salary by contribution assumption: employee only about $239,709 at 4% or $159,806 at 6%; with 50% employer match about $159,806 at 4% or $106,537 at 6%; with 100% employer match about $119,854 at 4% or $79,903 at 6%.
2011185$4,068,060$294,800$3,468iApproximate average salary by contribution assumption: employee only about $86,706 at 4% or $57,804 at 6%; with 50% employer match about $57,804 at 4% or $38,536 at 6%; with 100% employer match about $43,353 at 4% or $28,902 at 6%.
Shepard Bros. Inc. 401K Profit Sharing Plan-85$4,068,060$294,800$3,468iApproximate average salary by contribution assumption: employee only about $86,706 at 4% or $57,804 at 6%; with 50% employer match about $57,804 at 4% or $38,536 at 6%; with 100% employer match about $43,353 at 4% or $28,902 at 6%.
2010184$3,935,171$79,305$944iApproximate average salary by contribution assumption: employee only about $23,603 at 4% or $15,735 at 6%; with 50% employer match about $15,735 at 4% or $10,490 at 6%; with 100% employer match about $11,801 at 4% or $7,868 at 6%.
Shepard Bros. Inc. 401K Profit Sharing Plan-84$3,935,171$79,305$944iApproximate average salary by contribution assumption: employee only about $23,603 at 4% or $15,735 at 6%; with 50% employer match about $15,735 at 4% or $10,490 at 6%; with 100% employer match about $11,801 at 4% or $7,868 at 6%.
2009199$3,692,059$832,922$8,413iApproximate average salary by contribution assumption: employee only about $210,334 at 4% or $140,223 at 6%; with 50% employer match about $140,223 at 4% or $93,482 at 6%; with 100% employer match about $105,167 at 4% or $70,111 at 6%.
Shepard Bros. Inc. 401K Profit Sharing Plan-99$3,692,059$832,922$8,413iApproximate average salary by contribution assumption: employee only about $210,334 at 4% or $140,223 at 6%; with 50% employer match about $140,223 at 4% or $93,482 at 6%; with 100% employer match about $105,167 at 4% or $70,111 at 6%.
2007185$0$0-
Shepard Bros. Inc. 401K Profit Sharing Plan-85---
2006173$2,417,001$353,478$4,842iApproximate average salary by contribution assumption: employee only about $121,054 at 4% or $80,703 at 6%; with 50% employer match about $80,703 at 4% or $53,802 at 6%; with 100% employer match about $60,527 at 4% or $40,351 at 6%.
Shepard Bros. Inc. 401K Profit Sharing Plan-73$2,417,001$353,478$4,842iApproximate average salary by contribution assumption: employee only about $121,054 at 4% or $80,703 at 6%; with 50% employer match about $80,703 at 4% or $53,802 at 6%; with 100% employer match about $60,527 at 4% or $40,351 at 6%.
2005172$1,858,284$217,856$3,026iApproximate average salary by contribution assumption: employee only about $75,644 at 4% or $50,430 at 6%; with 50% employer match about $50,430 at 4% or $33,620 at 6%; with 100% employer match about $37,822 at 4% or $25,215 at 6%.
Shepard Bros. Inc. 401K Profit Sharing Plan-72$1,858,284$217,856$3,026iApproximate average salary by contribution assumption: employee only about $75,644 at 4% or $50,430 at 6%; with 50% employer match about $50,430 at 4% or $33,620 at 6%; with 100% employer match about $37,822 at 4% or $25,215 at 6%.
2004156$0$0-
Shepard Bros. Inc. 401K Profit Sharing Plan-56---
2003165$0$0-
Shepard Bros. Inc. 401K Profit Sharing Plan-65---
2002162$0$0-
Shepard Bros. Inc. 401K Profit Sharing Plan-62---
2001161$0$0-
Shepard Bros. Inc. 401K Profit Sharing Plan-61---
2000155$0$0-
Shepard Bros. Inc. 401K Profit Sharing Plan-55---
1999156$775,383$161,854$2,890iApproximate average salary by contribution assumption: employee only about $72,256 at 4% or $48,171 at 6%; with 50% employer match about $48,171 at 4% or $32,114 at 6%; with 100% employer match about $36,128 at 4% or $24,085 at 6%.
Shepard Bros. Inc. 401K Profit Sharing Plan-56$775,383$161,854$2,890iApproximate average salary by contribution assumption: employee only about $72,256 at 4% or $48,171 at 6%; with 50% employer match about $48,171 at 4% or $32,114 at 6%; with 100% employer match about $36,128 at 4% or $24,085 at 6%.