Sharpe Associates Inc.
Plan context: Sharpe Associates Inc. Profit Sharing Plan
EIN 95-4559154 • Los Angeles, CA • 24 filings • 7 plans
Current Snapshot
Latest Year
2017
2017 Participants
2
2017 Assets
$1,394,114
2017 Contributions
$60,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2017 | 1 | 2 | $1,394,114 | $60,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| Sharpe Associates Inc. Profit Sharing Plan | - | 2 | $1,394,114 | $60,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| 2016 | 1 | 3 | $1,162,605 | $59,000 | $19,667iApproximate average salary by contribution assumption: employee only about $491,667 at 4% or $327,778 at 6%; with 50% employer match about $327,778 at 4% or $218,519 at 6%; with 100% employer match about $245,833 at 4% or $163,889 at 6%. |
| Sharpe Associates Inc. Profit Sharing Plan | - | 3 | $1,162,605 | $59,000 | $19,667iApproximate average salary by contribution assumption: employee only about $491,667 at 4% or $327,778 at 6%; with 50% employer match about $327,778 at 4% or $218,519 at 6%; with 100% employer match about $245,833 at 4% or $163,889 at 6%. |
| 2015 | 1 | 3 | $1,034,270 | $53,000 | $17,667iApproximate average salary by contribution assumption: employee only about $441,667 at 4% or $294,444 at 6%; with 50% employer match about $294,444 at 4% or $196,296 at 6%; with 100% employer match about $220,833 at 4% or $147,222 at 6%. |
| Sharpe Associates Inc. Profit Sharing Plan | - | 3 | $1,034,270 | $53,000 | $17,667iApproximate average salary by contribution assumption: employee only about $441,667 at 4% or $294,444 at 6%; with 50% employer match about $294,444 at 4% or $196,296 at 6%; with 100% employer match about $220,833 at 4% or $147,222 at 6%. |
| 2014 | 1 | 3 | $993,752 | $57,788 | $19,263iApproximate average salary by contribution assumption: employee only about $481,567 at 4% or $321,044 at 6%; with 50% employer match about $321,044 at 4% or $214,030 at 6%; with 100% employer match about $240,783 at 4% or $160,522 at 6%. |
| Sharpe Associates Inc. Profit Sharing Plan | - | 3 | $993,752 | $57,788 | $19,263iApproximate average salary by contribution assumption: employee only about $481,567 at 4% or $321,044 at 6%; with 50% employer match about $321,044 at 4% or $214,030 at 6%; with 100% employer match about $240,783 at 4% or $160,522 at 6%. |
| 2013 | 1 | 3 | $868,413 | $25,250 | $8,417iApproximate average salary by contribution assumption: employee only about $210,417 at 4% or $140,278 at 6%; with 50% employer match about $140,278 at 4% or $93,519 at 6%; with 100% employer match about $105,208 at 4% or $70,139 at 6%. |
| Sharpe Associates Inc. Profit Sharing Plan | - | 3 | $868,413 | $25,250 | $8,417iApproximate average salary by contribution assumption: employee only about $210,417 at 4% or $140,278 at 6%; with 50% employer match about $140,278 at 4% or $93,519 at 6%; with 100% employer match about $105,208 at 4% or $70,139 at 6%. |
| 2012 | 1 | 3 | $702,215 | $28,523 | $9,508iApproximate average salary by contribution assumption: employee only about $237,692 at 4% or $158,461 at 6%; with 50% employer match about $158,461 at 4% or $105,641 at 6%; with 100% employer match about $118,846 at 4% or $79,231 at 6%. |
| Sharpe Associates Inc. Profit Sharing Plan | - | 3 | $702,215 | $28,523 | $9,508iApproximate average salary by contribution assumption: employee only about $237,692 at 4% or $158,461 at 6%; with 50% employer match about $158,461 at 4% or $105,641 at 6%; with 100% employer match about $118,846 at 4% or $79,231 at 6%. |
| 2011 | 1 | 3 | $612,405 | $44,000 | $14,667iApproximate average salary by contribution assumption: employee only about $366,667 at 4% or $244,444 at 6%; with 50% employer match about $244,444 at 4% or $162,963 at 6%; with 100% employer match about $183,333 at 4% or $122,222 at 6%. |
| Sharpe Associates Inc. Profit Sharing Plan | - | 3 | $612,405 | $44,000 | $14,667iApproximate average salary by contribution assumption: employee only about $366,667 at 4% or $244,444 at 6%; with 50% employer match about $244,444 at 4% or $162,963 at 6%; with 100% employer match about $183,333 at 4% or $122,222 at 6%. |
| 2010 | 1 | 3 | $567,533 | $54,738 | $18,246iApproximate average salary by contribution assumption: employee only about $456,150 at 4% or $304,100 at 6%; with 50% employer match about $304,100 at 4% or $202,733 at 6%; with 100% employer match about $228,075 at 4% or $152,050 at 6%. |
| Sharpe Associates Inc. Profit Sharing Plan | - | 3 | $567,533 | $54,738 | $18,246iApproximate average salary by contribution assumption: employee only about $456,150 at 4% or $304,100 at 6%; with 50% employer match about $304,100 at 4% or $202,733 at 6%; with 100% employer match about $228,075 at 4% or $152,050 at 6%. |
| 2009 | 2 | 2 | $862,718 | $76,485 | $38,243iApproximate average salary by contribution assumption: employee only about $956,063 at 4% or $637,375 at 6%; with 50% employer match about $637,375 at 4% or $424,917 at 6%; with 100% employer match about $478,031 at 4% or $318,688 at 6%. |
| Sharpe Associates Inc. Profit Sharing Plan | - | 2 | $493,841 | $57,200 | $28,600iApproximate average salary by contribution assumption: employee only about $715,000 at 4% or $476,667 at 6%; with 50% employer match about $476,667 at 4% or $317,778 at 6%; with 100% employer match about $357,500 at 4% or $238,333 at 6%. |
| Sharpe Associates Inc. Profit Sharing Plan | - | 2 | $368,877 | $19,285 | $9,643iApproximate average salary by contribution assumption: employee only about $241,063 at 4% or $160,708 at 6%; with 50% employer match about $160,708 at 4% or $107,139 at 6%; with 100% employer match about $120,531 at 4% or $80,354 at 6%. |
| 2008 | 1 | 2 | $0 | $0 | - |
| Sharpe Associates Inc. Profit Sharing Plan | - | 2 | - | - | - |
| 2007 | 1 | 3 | $504,173 | $46,671 | $15,557iApproximate average salary by contribution assumption: employee only about $388,925 at 4% or $259,283 at 6%; with 50% employer match about $259,283 at 4% or $172,856 at 6%; with 100% employer match about $194,463 at 4% or $129,642 at 6%. |
| Sharpe Associates Inc. Profit Sharing Plan | - | 3 | $504,173 | $46,671 | $15,557iApproximate average salary by contribution assumption: employee only about $388,925 at 4% or $259,283 at 6%; with 50% employer match about $259,283 at 4% or $172,856 at 6%; with 100% employer match about $194,463 at 4% or $129,642 at 6%. |
| 2006 | 1 | 3 | $415,324 | $53,108 | $17,703iApproximate average salary by contribution assumption: employee only about $442,567 at 4% or $295,044 at 6%; with 50% employer match about $295,044 at 4% or $196,696 at 6%; with 100% employer match about $221,283 at 4% or $147,522 at 6%. |
| Sharpe Associates Inc. Profit Sharing Plan | - | 3 | $415,324 | $53,108 | $17,703iApproximate average salary by contribution assumption: employee only about $442,567 at 4% or $295,044 at 6%; with 50% employer match about $295,044 at 4% or $196,696 at 6%; with 100% employer match about $221,283 at 4% or $147,522 at 6%. |
| 2005 | 1 | 3 | $321,537 | $42,861 | $14,287iApproximate average salary by contribution assumption: employee only about $357,175 at 4% or $238,117 at 6%; with 50% employer match about $238,117 at 4% or $158,744 at 6%; with 100% employer match about $178,588 at 4% or $119,058 at 6%. |
| Sharpe Associates Inc. Profit Sharing Plan | - | 3 | $321,537 | $42,861 | $14,287iApproximate average salary by contribution assumption: employee only about $357,175 at 4% or $238,117 at 6%; with 50% employer match about $238,117 at 4% or $158,744 at 6%; with 100% employer match about $178,588 at 4% or $119,058 at 6%. |
| 2004 | 1 | 2 | $266,143 | $59,375 | $29,688iApproximate average salary by contribution assumption: employee only about $742,188 at 4% or $494,792 at 6%; with 50% employer match about $494,792 at 4% or $329,861 at 6%; with 100% employer match about $371,094 at 4% or $247,396 at 6%. |
| Sharpe Associates Inc. Profit Sharing Plan | - | 2 | $266,143 | $59,375 | $29,688iApproximate average salary by contribution assumption: employee only about $742,188 at 4% or $494,792 at 6%; with 50% employer match about $494,792 at 4% or $329,861 at 6%; with 100% employer match about $371,094 at 4% or $247,396 at 6%. |
| 2003 | 1 | 2 | $189,379 | $34,375 | $17,188iApproximate average salary by contribution assumption: employee only about $429,688 at 4% or $286,458 at 6%; with 50% employer match about $286,458 at 4% or $190,972 at 6%; with 100% employer match about $214,844 at 4% or $143,229 at 6%. |
| Sharpe Associates Inc. Profit Sharing Plan | - | 2 | $189,379 | $34,375 | $17,188iApproximate average salary by contribution assumption: employee only about $429,688 at 4% or $286,458 at 6%; with 50% employer match about $286,458 at 4% or $190,972 at 6%; with 100% employer match about $214,844 at 4% or $143,229 at 6%. |
| 2002 | 2 | 2 | $130,086 | $28,941 | $14,471iApproximate average salary by contribution assumption: employee only about $361,763 at 4% or $241,175 at 6%; with 50% employer match about $241,175 at 4% or $160,783 at 6%; with 100% employer match about $180,881 at 4% or $120,588 at 6%. |
| Sharpe Associates Inc. Profit Sharing Plan | - | 2 | $130,086 | $23,851 | $11,926iApproximate average salary by contribution assumption: employee only about $298,138 at 4% or $198,758 at 6%; with 50% employer match about $198,758 at 4% or $132,506 at 6%; with 100% employer match about $149,069 at 4% or $99,379 at 6%. |
| Sharpe Associates Inc. Money Purchase Pension Plan | - | 0 | - | $5,090 | - |
| 2001 | 2 | 2 | $141,917 | $17,575 | $8,788iApproximate average salary by contribution assumption: employee only about $219,688 at 4% or $146,458 at 6%; with 50% employer match about $146,458 at 4% or $97,639 at 6%; with 100% employer match about $109,844 at 4% or $73,229 at 6%. |
| Sharpe Associates Inc. Profit Sharing Plan | - | 2 | $81,777 | $10,930 | $5,465iApproximate average salary by contribution assumption: employee only about $136,625 at 4% or $91,083 at 6%; with 50% employer match about $91,083 at 4% or $60,722 at 6%; with 100% employer match about $68,313 at 4% or $45,542 at 6%. |
| Sharpe Associates Inc. Money Purchase Pension Plan | - | 2 | $60,140 | $6,645 | $3,323iApproximate average salary by contribution assumption: employee only about $83,063 at 4% or $55,375 at 6%; with 50% employer match about $55,375 at 4% or $36,917 at 6%; with 100% employer match about $41,531 at 4% or $27,688 at 6%. |
| 2000 | 2 | 2 | $0 | $0 | - |
| Sharpe Associates Inc. Profit Sharing Plan | - | 2 | - | - | - |
| Sharpe Associates Inc. Money Purchase Pension Plan | - | 2 | - | - | - |
| 1999 | 2 | 2 | $50,764 | $12,285 | $6,143iApproximate average salary by contribution assumption: employee only about $153,563 at 4% or $102,375 at 6%; with 50% employer match about $102,375 at 4% or $68,250 at 6%; with 100% employer match about $76,781 at 4% or $51,188 at 6%. |
| Sharpe Associates Inc. Money Purchase Pension Plan | - | 2 | $50,764 | $12,285 | $6,143iApproximate average salary by contribution assumption: employee only about $153,563 at 4% or $102,375 at 6%; with 50% employer match about $102,375 at 4% or $68,250 at 6%; with 100% employer match about $76,781 at 4% or $51,188 at 6%. |
| Sharpe Associates Inc. Profit Sharing Plan | - | 2 | - | - | - |