Civic Intelligence

James Sherman, M.D. Inc.

Plan context: James Sherman, M.D. Inc. 401(K) Profit Sharing Plan

EIN 95-4467408 • Beverly Hills, CA • 32 filings • 3 plans

900 N. Roxbury DriveBeverly Hills, CA 90210-3020
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$4,253,131

2025 Contributions

$1,725

Historical Graphs

Total Assets Over Time

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

$4,253,131$2,126,566$0200120142024YearValue
$4,253,131Latest year 2024

Participants Over Time

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

630200120132024YearValue
4Latest 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
202520$0$1,725-
James Sherman, M.D. Inc. Defined Benefit Pension Plan-0$0$0-
James Sherman, M.D. Inc. 401(K) Profit Sharing Plan-0$0$1,725-
202424$4,253,131$164,403$41,101iApproximate average salary by contribution assumption: employee only about $1,027,519 at 4% or $685,013 at 6%; with 50% employer match about $685,013 at 4% or $456,675 at 6%; with 100% employer match about $513,759 at 4% or $342,506 at 6%.
James Sherman, M.D. Inc. Defined Benefit Pension Plan-4$3,745,646$0-
James Sherman, M.D. Inc. 401(K) Profit Sharing Plan-4$507,485$164,403$41,101iApproximate average salary by contribution assumption: employee only about $1,027,519 at 4% or $685,013 at 6%; with 50% employer match about $685,013 at 4% or $456,675 at 6%; with 100% employer match about $513,759 at 4% or $342,506 at 6%.
202324$4,022,097$308,677$77,169iApproximate average salary by contribution assumption: employee only about $1,929,231 at 4% or $1,286,154 at 6%; with 50% employer match about $1,286,154 at 4% or $857,436 at 6%; with 100% employer match about $964,616 at 4% or $643,077 at 6%.
James Sherman, M.D. Inc. Defined Benefit Pension Plan-4$3,674,844$185,000$46,250iApproximate average salary by contribution assumption: employee only about $1,156,250 at 4% or $770,833 at 6%; with 50% employer match about $770,833 at 4% or $513,889 at 6%; with 100% employer match about $578,125 at 4% or $385,417 at 6%.
James Sherman, M.D. Inc. 401(K) Profit Sharing Plan-4$347,253$123,677$30,919iApproximate average salary by contribution assumption: employee only about $772,981 at 4% or $515,321 at 6%; with 50% employer match about $515,321 at 4% or $343,547 at 6%; with 100% employer match about $386,491 at 4% or $257,660 at 6%.
202224$3,576,074$598,064$149,516iApproximate average salary by contribution assumption: employee only about $3,737,900 at 4% or $2,491,933 at 6%; with 50% employer match about $2,491,933 at 4% or $1,661,289 at 6%; with 100% employer match about $1,868,950 at 4% or $1,245,967 at 6%.
James Sherman, M.D. Inc. Defined Benefit Pension Plan-4$3,350,240$500,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
James Sherman, M.D. Inc. 401(K) Profit Sharing Plan-4$225,834$98,064$24,516iApproximate average salary by contribution assumption: employee only about $612,900 at 4% or $408,600 at 6%; with 50% employer match about $408,600 at 4% or $272,400 at 6%; with 100% employer match about $306,450 at 4% or $204,300 at 6%.
202124$3,660,935$405,094$101,274iApproximate average salary by contribution assumption: employee only about $2,531,838 at 4% or $1,687,892 at 6%; with 50% employer match about $1,687,892 at 4% or $1,125,261 at 6%; with 100% employer match about $1,265,919 at 4% or $843,946 at 6%.
James Sherman, M.D. Inc. Defined Benefit Pension Plan-4$3,528,017$350,000$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.
James Sherman, M.D. Inc. 401(K) Profit Sharing Plan-4$132,918$55,094$13,774iApproximate average salary by contribution assumption: employee only about $344,338 at 4% or $229,558 at 6%; with 50% employer match about $229,558 at 4% or $153,039 at 6%; with 100% employer match about $172,169 at 4% or $114,779 at 6%.
202024$3,221,693$399,184$99,796iApproximate average salary by contribution assumption: employee only about $2,494,900 at 4% or $1,663,267 at 6%; with 50% employer match about $1,663,267 at 4% or $1,108,844 at 6%; with 100% employer match about $1,247,450 at 4% or $831,633 at 6%.
James Sherman, M.D. Inc. Defined Benefit Pension Plan-4$3,140,365$350,000$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.
James Sherman, M.D. Inc. 401(K) Profit Sharing Plan-4$81,328$49,184$12,296iApproximate average salary by contribution assumption: employee only about $307,400 at 4% or $204,933 at 6%; with 50% employer match about $204,933 at 4% or $136,622 at 6%; with 100% employer match about $153,700 at 4% or $102,467 at 6%.
201923$2,732,961$382,143$127,381iApproximate average salary by contribution assumption: employee only about $3,184,525 at 4% or $2,123,017 at 6%; with 50% employer match about $2,123,017 at 4% or $1,415,344 at 6%; with 100% employer match about $1,592,263 at 4% or $1,061,508 at 6%.
James Sherman, M.D. Inc. Defined Benefit Pension Plan-3$2,700,818$350,000$116,667iApproximate average salary by contribution assumption: employee only about $2,916,667 at 4% or $1,944,444 at 6%; with 50% employer match about $1,944,444 at 4% or $1,296,296 at 6%; with 100% employer match about $1,458,333 at 4% or $972,222 at 6%.
James Sherman, M.D. Inc. 401(K) Profit Sharing Plan-3$32,143$32,143$10,714iApproximate average salary by contribution assumption: employee only about $267,858 at 4% or $178,572 at 6%; with 50% employer match about $178,572 at 4% or $119,048 at 6%; with 100% employer match about $133,929 at 4% or $89,286 at 6%.
201813$2,198,327$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
James Sherman, M.D. Inc. Defined Benefit Pension Plan-3$2,198,327$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
201714$2,155,115$250,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
James Sherman, M.D. Inc. Defined Benefit Pension Plan-4$2,155,115$250,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
201613$1,821,186$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
James Sherman, M.D. Inc. Defined Benefit Pension Plan-3$1,821,186$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
201514$1,651,569$300,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
James Sherman, M.D. Inc. Defined Benefit Pension Plan-4$1,651,569$300,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
201414$1,461,505$300,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
James Sherman, M.D. Inc. Defined Benefit Pension Plan-4$1,461,505$300,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
201314$1,194,942$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
James Sherman, M.D. Inc. Defined Benefit Pension Plan-4$1,194,942$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201214$1,124,028$51,000$12,750iApproximate average salary by contribution assumption: employee only about $318,750 at 4% or $212,500 at 6%; with 50% employer match about $212,500 at 4% or $141,667 at 6%; with 100% employer match about $159,375 at 4% or $106,250 at 6%.
James Sherman, M.D. Inc. Defined Benefit Pension Plan-4$1,124,028$51,000$12,750iApproximate average salary by contribution assumption: employee only about $318,750 at 4% or $212,500 at 6%; with 50% employer match about $212,500 at 4% or $141,667 at 6%; with 100% employer match about $159,375 at 4% or $106,250 at 6%.
201114$1,073,122$41,967$10,492iApproximate average salary by contribution assumption: employee only about $262,294 at 4% or $174,863 at 6%; with 50% employer match about $174,863 at 4% or $116,575 at 6%; with 100% employer match about $131,147 at 4% or $87,431 at 6%.
James Sherman, M.D. Inc. Defined Benefit Pension Plan-4$1,073,122$41,967$10,492iApproximate average salary by contribution assumption: employee only about $262,294 at 4% or $174,863 at 6%; with 50% employer match about $174,863 at 4% or $116,575 at 6%; with 100% employer match about $131,147 at 4% or $87,431 at 6%.
201014$1,120,188$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
James Sherman, M.D. Inc. Defined Benefit Pension Plan-4$1,120,188$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200914$1,091,975$0-
James Sherman, M.D. Inc. Defined Benefit Pension Plan-4$1,091,975$0-
200814$0$0-
James Sherman, M.D. Inc. Defined Benefit Pension Plan-4---
200714$0$0-
James Sherman, M.D. Inc. Defined Benefit Pension Plan-4---
200614$956,530$70,419$17,605iApproximate average salary by contribution assumption: employee only about $440,119 at 4% or $293,413 at 6%; with 50% employer match about $293,413 at 4% or $195,608 at 6%; with 100% employer match about $220,059 at 4% or $146,706 at 6%.
James Sherman, M.D. Inc. Defined Benefit Pension Plan-4$956,530$70,419$17,605iApproximate average salary by contribution assumption: employee only about $440,119 at 4% or $293,413 at 6%; with 50% employer match about $293,413 at 4% or $195,608 at 6%; with 100% employer match about $220,059 at 4% or $146,706 at 6%.
200514$808,902$49,581$12,395iApproximate average salary by contribution assumption: employee only about $309,881 at 4% or $206,588 at 6%; with 50% employer match about $206,588 at 4% or $137,725 at 6%; with 100% employer match about $154,941 at 4% or $103,294 at 6%.
James Sherman, M.D. Inc. Defined Benefit Pension Plan-4$808,902$49,581$12,395iApproximate average salary by contribution assumption: employee only about $309,881 at 4% or $206,588 at 6%; with 50% employer match about $206,588 at 4% or $137,725 at 6%; with 100% employer match about $154,941 at 4% or $103,294 at 6%.
200414$689,142$152,281$38,070iApproximate average salary by contribution assumption: employee only about $951,756 at 4% or $634,504 at 6%; with 50% employer match about $634,504 at 4% or $423,003 at 6%; with 100% employer match about $475,878 at 4% or $317,252 at 6%.
James Sherman, M.D. Inc. Defined Benefit Pension Plan-4$689,142$152,281$38,070iApproximate average salary by contribution assumption: employee only about $951,756 at 4% or $634,504 at 6%; with 50% employer match about $634,504 at 4% or $423,003 at 6%; with 100% employer match about $475,878 at 4% or $317,252 at 6%.
200315$526,947$192,075$38,415iApproximate average salary by contribution assumption: employee only about $960,375 at 4% or $640,250 at 6%; with 50% employer match about $640,250 at 4% or $426,833 at 6%; with 100% employer match about $480,188 at 4% or $320,125 at 6%.
James Sherman, M.D. Inc. Defined Benefit Pension Plan-5$526,947$192,075$38,415iApproximate average salary by contribution assumption: employee only about $960,375 at 4% or $640,250 at 6%; with 50% employer match about $640,250 at 4% or $426,833 at 6%; with 100% employer match about $480,188 at 4% or $320,125 at 6%.
200214$0$0-
James Sherman, M.D. Inc. Defined Benefit Pension Plan-4---
200116$150,047$150,047$25,008iApproximate average salary by contribution assumption: employee only about $625,196 at 4% or $416,797 at 6%; with 50% employer match about $416,797 at 4% or $277,865 at 6%; with 100% employer match about $312,598 at 4% or $208,399 at 6%.
James Sherman, M.D. Inc. Defined Benefit Pension Plan-6$150,047$150,047$25,008iApproximate average salary by contribution assumption: employee only about $625,196 at 4% or $416,797 at 6%; with 50% employer match about $416,797 at 4% or $277,865 at 6%; with 100% employer match about $312,598 at 4% or $208,399 at 6%.