Civic Intelligence

Shepard & Moore Insurance Agen

Plan context: Shepard Moore Insurance Agen 401 K Profit Sharing Plan Trust

EIN 95-4075300 • North Hollywood, CA • 25 filings • 7 plans

5200 Lankershim Blvd Ste 300North Hollywood, CA 91601-3156
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$3,602,802

2024 Contributions

$228,492

Historical Graphs

Total Assets Over Time

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

$3,602,802$1,801,401$0200420152024YearValue
$3,602,802Latest year 2024

Participants Over Time

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

1160200020122024YearValue
6Latest 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
202416$3,602,802$228,492$38,082iApproximate average salary by contribution assumption: employee only about $952,050 at 4% or $634,700 at 6%; with 50% employer match about $634,700 at 4% or $423,133 at 6%; with 100% employer match about $476,025 at 4% or $317,350 at 6%.
Shepard Moore Insurance Agen 401 K Profit Sharing Plan Trust-6$3,602,802$228,492$38,082iApproximate average salary by contribution assumption: employee only about $952,050 at 4% or $634,700 at 6%; with 50% employer match about $634,700 at 4% or $423,133 at 6%; with 100% employer match about $476,025 at 4% or $317,350 at 6%.
202317$3,113,301$109,419$15,631iApproximate average salary by contribution assumption: employee only about $390,782 at 4% or $260,521 at 6%; with 50% employer match about $260,521 at 4% or $173,681 at 6%; with 100% employer match about $195,391 at 4% or $130,261 at 6%.
Shepard Moore Insurance Agen 401 K Profit Sharing Plan Trust-7$3,113,301$109,419$15,631iApproximate average salary by contribution assumption: employee only about $390,782 at 4% or $260,521 at 6%; with 50% employer match about $260,521 at 4% or $173,681 at 6%; with 100% employer match about $195,391 at 4% or $130,261 at 6%.
202218$2,663,805$103,082$12,885iApproximate average salary by contribution assumption: employee only about $322,131 at 4% or $214,754 at 6%; with 50% employer match about $214,754 at 4% or $143,169 at 6%; with 100% employer match about $161,066 at 4% or $107,377 at 6%.
Shepard Moore Insurance Agen 401 K Profit Sharing Plan Trust-8$2,663,805$103,082$12,885iApproximate average salary by contribution assumption: employee only about $322,131 at 4% or $214,754 at 6%; with 50% employer match about $214,754 at 4% or $143,169 at 6%; with 100% employer match about $161,066 at 4% or $107,377 at 6%.
202118$2,959,865$97,772$12,222iApproximate average salary by contribution assumption: employee only about $305,538 at 4% or $203,692 at 6%; with 50% employer match about $203,692 at 4% or $135,794 at 6%; with 100% employer match about $152,769 at 4% or $101,846 at 6%.
Shepard Moore Insurance Agen 401 K Profit Sharing Plan Trust-8$2,959,865$97,772$12,222iApproximate average salary by contribution assumption: employee only about $305,538 at 4% or $203,692 at 6%; with 50% employer match about $203,692 at 4% or $135,794 at 6%; with 100% employer match about $152,769 at 4% or $101,846 at 6%.
202018$2,618,118$92,732$11,592iApproximate average salary by contribution assumption: employee only about $289,788 at 4% or $193,192 at 6%; with 50% employer match about $193,192 at 4% or $128,794 at 6%; with 100% employer match about $144,894 at 4% or $96,596 at 6%.
Shepard Moore Insurance Agen 401 K Profit Sharing Plan Trust-8$2,618,118$92,732$11,592iApproximate average salary by contribution assumption: employee only about $289,788 at 4% or $193,192 at 6%; with 50% employer match about $193,192 at 4% or $128,794 at 6%; with 100% employer match about $144,894 at 4% or $96,596 at 6%.
201919$2,261,987$93,708$10,412iApproximate average salary by contribution assumption: employee only about $260,300 at 4% or $173,533 at 6%; with 50% employer match about $173,533 at 4% or $115,689 at 6%; with 100% employer match about $130,150 at 4% or $86,767 at 6%.
Shepard Moore Insurance Agen 401 K Profit Sharing Plan Trust-9$2,261,987$93,708$10,412iApproximate average salary by contribution assumption: employee only about $260,300 at 4% or $173,533 at 6%; with 50% employer match about $173,533 at 4% or $115,689 at 6%; with 100% employer match about $130,150 at 4% or $86,767 at 6%.
201819$1,841,196$92,016$10,224iApproximate average salary by contribution assumption: employee only about $255,600 at 4% or $170,400 at 6%; with 50% employer match about $170,400 at 4% or $113,600 at 6%; with 100% employer match about $127,800 at 4% or $85,200 at 6%.
Shepard Moore Insurance Agen 401 K Profit Sharing Plan Trust-9$1,841,196$92,016$10,224iApproximate average salary by contribution assumption: employee only about $255,600 at 4% or $170,400 at 6%; with 50% employer match about $170,400 at 4% or $113,600 at 6%; with 100% employer match about $127,800 at 4% or $85,200 at 6%.
201719$1,839,410$88,004$9,778iApproximate average salary by contribution assumption: employee only about $244,456 at 4% or $162,970 at 6%; with 50% employer match about $162,970 at 4% or $108,647 at 6%; with 100% employer match about $122,228 at 4% or $81,485 at 6%.
Shepard Moore Insurance Agen 401 K Profit Sharing Plan Trust-9$1,839,410$88,004$9,778iApproximate average salary by contribution assumption: employee only about $244,456 at 4% or $162,970 at 6%; with 50% employer match about $162,970 at 4% or $108,647 at 6%; with 100% employer match about $122,228 at 4% or $81,485 at 6%.
201619$1,532,539$79,306$8,812iApproximate average salary by contribution assumption: employee only about $220,294 at 4% or $146,863 at 6%; with 50% employer match about $146,863 at 4% or $97,909 at 6%; with 100% employer match about $110,147 at 4% or $73,431 at 6%.
Shepard Moore Insurance Agen 401 K Profit Sharing Plan Trust-9$1,532,539$79,306$8,812iApproximate average salary by contribution assumption: employee only about $220,294 at 4% or $146,863 at 6%; with 50% employer match about $146,863 at 4% or $97,909 at 6%; with 100% employer match about $110,147 at 4% or $73,431 at 6%.
201519$1,366,178$83,657$9,295iApproximate average salary by contribution assumption: employee only about $232,381 at 4% or $154,920 at 6%; with 50% employer match about $154,920 at 4% or $103,280 at 6%; with 100% employer match about $116,190 at 4% or $77,460 at 6%.
Shepard Moore Insurance Agen 401 K Profit Sharing Plan Trust-9$1,366,178$83,657$9,295iApproximate average salary by contribution assumption: employee only about $232,381 at 4% or $154,920 at 6%; with 50% employer match about $154,920 at 4% or $103,280 at 6%; with 100% employer match about $116,190 at 4% or $77,460 at 6%.
2014110$1,708,805$73,287$7,329iApproximate average salary by contribution assumption: employee only about $183,218 at 4% or $122,145 at 6%; with 50% employer match about $122,145 at 4% or $81,430 at 6%; with 100% employer match about $91,609 at 4% or $61,073 at 6%.
Shepard Moore Insurance Agen 401 K Profit Sharing Plan Trust-10$1,708,805$73,287$7,329iApproximate average salary by contribution assumption: employee only about $183,218 at 4% or $122,145 at 6%; with 50% employer match about $122,145 at 4% or $81,430 at 6%; with 100% employer match about $91,609 at 4% or $61,073 at 6%.
201319$1,537,107$63,255$7,028iApproximate average salary by contribution assumption: employee only about $175,708 at 4% or $117,139 at 6%; with 50% employer match about $117,139 at 4% or $78,093 at 6%; with 100% employer match about $87,854 at 4% or $58,569 at 6%.
Shepard Moore Insurance Agen 401 K Profit Sharing Plan Trust-9$1,537,107$63,255$7,028iApproximate average salary by contribution assumption: employee only about $175,708 at 4% or $117,139 at 6%; with 50% employer match about $117,139 at 4% or $78,093 at 6%; with 100% employer match about $87,854 at 4% or $58,569 at 6%.
2012110$1,258,849$82,985$8,299iApproximate average salary by contribution assumption: employee only about $207,463 at 4% or $138,308 at 6%; with 50% employer match about $138,308 at 4% or $92,206 at 6%; with 100% employer match about $103,731 at 4% or $69,154 at 6%.
Shepard Moore Insurance Agen 401 K Profit Sharing Plan Trust-10$1,258,849$82,985$8,299iApproximate average salary by contribution assumption: employee only about $207,463 at 4% or $138,308 at 6%; with 50% employer match about $138,308 at 4% or $92,206 at 6%; with 100% employer match about $103,731 at 4% or $69,154 at 6%.
201119$1,042,851$52,062$5,785iApproximate average salary by contribution assumption: employee only about $144,617 at 4% or $96,411 at 6%; with 50% employer match about $96,411 at 4% or $64,274 at 6%; with 100% employer match about $72,308 at 4% or $48,206 at 6%.
Shepard Moore Insurance Agen 401 K Profit Sharing Plan Trust-9$1,042,851$52,062$5,785iApproximate average salary by contribution assumption: employee only about $144,617 at 4% or $96,411 at 6%; with 50% employer match about $96,411 at 4% or $64,274 at 6%; with 100% employer match about $72,308 at 4% or $48,206 at 6%.
201019$974,805$36,600$4,067iApproximate average salary by contribution assumption: employee only about $101,667 at 4% or $67,778 at 6%; with 50% employer match about $67,778 at 4% or $45,185 at 6%; with 100% employer match about $50,833 at 4% or $33,889 at 6%.
Shepard Moore Insurance Agen 401 K Profit Sharing Plan Trust-9$974,805$36,600$4,067iApproximate average salary by contribution assumption: employee only about $101,667 at 4% or $67,778 at 6%; with 50% employer match about $67,778 at 4% or $45,185 at 6%; with 100% employer match about $50,833 at 4% or $33,889 at 6%.
2009111$834,819$4,550$414iApproximate average salary by contribution assumption: employee only about $10,341 at 4% or $6,894 at 6%; with 50% employer match about $6,894 at 4% or $4,596 at 6%; with 100% employer match about $5,170 at 4% or $3,447 at 6%.
Shepard Moore Insurance Agen 401 K Profit Sharing Plan Trust-11$834,819$4,550$414iApproximate average salary by contribution assumption: employee only about $10,341 at 4% or $6,894 at 6%; with 50% employer match about $6,894 at 4% or $4,596 at 6%; with 100% employer match about $5,170 at 4% or $3,447 at 6%.
200819$0$0-
Shepard Moore Insurance Agen 401 K Profit Sharing Plan Trust-9---
200718$0$0-
Shepard Moore Insurance Agen 401 K Profit Sharing Plan Trust-8---
200619$979,601$136,098$15,122iApproximate average salary by contribution assumption: employee only about $378,050 at 4% or $252,033 at 6%; with 50% employer match about $252,033 at 4% or $168,022 at 6%; with 100% employer match about $189,025 at 4% or $126,017 at 6%.
Shepard Moore Insurance Agen 401 K Profit Sharing Plan Trust-9$979,601$136,098$15,122iApproximate average salary by contribution assumption: employee only about $378,050 at 4% or $252,033 at 6%; with 50% employer match about $252,033 at 4% or $168,022 at 6%; with 100% employer match about $189,025 at 4% or $126,017 at 6%.
200519$813,795$133,834$14,870iApproximate average salary by contribution assumption: employee only about $371,761 at 4% or $247,841 at 6%; with 50% employer match about $247,841 at 4% or $165,227 at 6%; with 100% employer match about $185,881 at 4% or $123,920 at 6%.
Shepard Moore Insurance Agen 401 K Profit Sharing Plan Trust-9$813,795$133,834$14,870iApproximate average salary by contribution assumption: employee only about $371,761 at 4% or $247,841 at 6%; with 50% employer match about $247,841 at 4% or $165,227 at 6%; with 100% employer match about $185,881 at 4% or $123,920 at 6%.
2004110$669,031$178,745$17,875iApproximate average salary by contribution assumption: employee only about $446,863 at 4% or $297,908 at 6%; with 50% employer match about $297,908 at 4% or $198,606 at 6%; with 100% employer match about $223,431 at 4% or $148,954 at 6%.
Shepard Moore Insurance Agen 401 K Profit Sharing Plan Trust-10$669,031$178,745$17,875iApproximate average salary by contribution assumption: employee only about $446,863 at 4% or $297,908 at 6%; with 50% employer match about $297,908 at 4% or $198,606 at 6%; with 100% employer match about $223,431 at 4% or $148,954 at 6%.
2003110$0$0-
Shepard Moore Insurance Agen 401 K Profit Sharing Plan Trust-10---
200218$0$0-
Shepard Moore Insurance Agen 401 K Profit Sharing Plan Trust-8---
200116$0$0-
Shepard Moore Insurance Agen 401 K Profit Sharing Plan Trust-6---
200018$0$0-
Shepard Moore Insurance Agen 401 K Profit Sharing Plan Trust-8---