Civic Intelligence

Sharpe Executive Group Inc.

Plan context: Sharpe Executive Group Inc. Employee Stock Ownership Plan

EIN 95-4883689 • Valencia, CA • 21 filings • 2 plans

28045 Harrison ParkwayValencia, CA 91355
Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$20,331,317

2023 Contributions

$127,177

Historical Graphs

Total Assets Over Time

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

$27,173,279$13,586,640$0200920162023YearValue
$20,331,317Latest year 2023

Participants Over Time

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

1160200720162023YearValue
4Latest year 2023

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
202314$20,331,317$0-
Sharpe Executive Group Inc. Employee Stock Ownership Plan-4$20,331,317--
202213$27,173,279$127,177$42,392iApproximate average salary by contribution assumption: employee only about $1,059,808 at 4% or $706,539 at 6%; with 50% employer match about $706,539 at 4% or $471,026 at 6%; with 100% employer match about $529,904 at 4% or $353,269 at 6%.
Sharpe Executive Group Inc. Employee Stock Ownership Plan-3$27,173,279$127,177$42,392iApproximate average salary by contribution assumption: employee only about $1,059,808 at 4% or $706,539 at 6%; with 50% employer match about $706,539 at 4% or $471,026 at 6%; with 100% employer match about $529,904 at 4% or $353,269 at 6%.
202114$24,040,862$96,372$24,093iApproximate average salary by contribution assumption: employee only about $602,325 at 4% or $401,550 at 6%; with 50% employer match about $401,550 at 4% or $267,700 at 6%; with 100% employer match about $301,163 at 4% or $200,775 at 6%.
Sharpe Executive Group Inc. Employee Stock Ownership Plan-4$24,040,862$96,372$24,093iApproximate average salary by contribution assumption: employee only about $602,325 at 4% or $401,550 at 6%; with 50% employer match about $401,550 at 4% or $267,700 at 6%; with 100% employer match about $301,163 at 4% or $200,775 at 6%.
202015$22,427,107$158,901$31,780iApproximate average salary by contribution assumption: employee only about $794,505 at 4% or $529,670 at 6%; with 50% employer match about $529,670 at 4% or $353,113 at 6%; with 100% employer match about $397,253 at 4% or $264,835 at 6%.
Sharpe Executive Group Inc. Employee Stock Ownership Plan-5$22,427,107$158,901$31,780iApproximate average salary by contribution assumption: employee only about $794,505 at 4% or $529,670 at 6%; with 50% employer match about $529,670 at 4% or $353,113 at 6%; with 100% employer match about $397,253 at 4% or $264,835 at 6%.
201916$19,919,810$52,988$8,831iApproximate average salary by contribution assumption: employee only about $220,783 at 4% or $147,189 at 6%; with 50% employer match about $147,189 at 4% or $98,126 at 6%; with 100% employer match about $110,392 at 4% or $73,594 at 6%.
Sharpe Executive Group Inc. Employee Stock Ownership Plan-6$19,919,810$52,988$8,831iApproximate average salary by contribution assumption: employee only about $220,783 at 4% or $147,189 at 6%; with 50% employer match about $147,189 at 4% or $98,126 at 6%; with 100% employer match about $110,392 at 4% or $73,594 at 6%.
201816$9,800,297$178,827$29,805iApproximate average salary by contribution assumption: employee only about $745,113 at 4% or $496,742 at 6%; with 50% employer match about $496,742 at 4% or $331,161 at 6%; with 100% employer match about $372,556 at 4% or $248,371 at 6%.
Sharpe Executive Group Inc. Employee Stock Ownership Plan-6$9,800,297$178,827$29,805iApproximate average salary by contribution assumption: employee only about $745,113 at 4% or $496,742 at 6%; with 50% employer match about $496,742 at 4% or $331,161 at 6%; with 100% employer match about $372,556 at 4% or $248,371 at 6%.
201717$8,530,930$219,600$31,371iApproximate average salary by contribution assumption: employee only about $784,286 at 4% or $522,857 at 6%; with 50% employer match about $522,857 at 4% or $348,571 at 6%; with 100% employer match about $392,143 at 4% or $261,429 at 6%.
Sharpe Executive Group Inc. Employee Stock Ownership Plan-7$8,530,930$219,600$31,371iApproximate average salary by contribution assumption: employee only about $784,286 at 4% or $522,857 at 6%; with 50% employer match about $522,857 at 4% or $348,571 at 6%; with 100% employer match about $392,143 at 4% or $261,429 at 6%.
201617$4,160,002$235,291$33,613iApproximate average salary by contribution assumption: employee only about $840,325 at 4% or $560,217 at 6%; with 50% employer match about $560,217 at 4% or $373,478 at 6%; with 100% employer match about $420,163 at 4% or $280,108 at 6%.
Sharpe Executive Group Inc. Employee Stock Ownership Plan-7$4,160,002$235,291$33,613iApproximate average salary by contribution assumption: employee only about $840,325 at 4% or $560,217 at 6%; with 50% employer match about $560,217 at 4% or $373,478 at 6%; with 100% employer match about $420,163 at 4% or $280,108 at 6%.
201515$2,149,960$307,950$61,590iApproximate average salary by contribution assumption: employee only about $1,539,750 at 4% or $1,026,500 at 6%; with 50% employer match about $1,026,500 at 4% or $684,333 at 6%; with 100% employer match about $769,875 at 4% or $513,250 at 6%.
Sharpe Executive Group Inc. Employee Stock Ownership Plan-5$2,149,960$307,950$61,590iApproximate average salary by contribution assumption: employee only about $1,539,750 at 4% or $1,026,500 at 6%; with 50% employer match about $1,026,500 at 4% or $684,333 at 6%; with 100% employer match about $769,875 at 4% or $513,250 at 6%.
201415$2,870,010$301,948$60,390iApproximate average salary by contribution assumption: employee only about $1,509,740 at 4% or $1,006,493 at 6%; with 50% employer match about $1,006,493 at 4% or $670,996 at 6%; with 100% employer match about $754,870 at 4% or $503,247 at 6%.
Sharpe Executive Group Inc. Employee Stock Ownership Plan-5$2,870,010$301,948$60,390iApproximate average salary by contribution assumption: employee only about $1,509,740 at 4% or $1,006,493 at 6%; with 50% employer match about $1,006,493 at 4% or $670,996 at 6%; with 100% employer match about $754,870 at 4% or $503,247 at 6%.
201316$2,589,990$246,742$41,124iApproximate average salary by contribution assumption: employee only about $1,028,092 at 4% or $685,394 at 6%; with 50% employer match about $685,394 at 4% or $456,930 at 6%; with 100% employer match about $514,046 at 4% or $342,697 at 6%.
Sharpe Executive Group Inc. Employee Stock Ownership Plan-6$2,589,990$246,742$41,124iApproximate average salary by contribution assumption: employee only about $1,028,092 at 4% or $685,394 at 6%; with 50% employer match about $685,394 at 4% or $456,930 at 6%; with 100% employer match about $514,046 at 4% or $342,697 at 6%.
201229$1,749,990$331,330$36,814iApproximate average salary by contribution assumption: employee only about $920,361 at 4% or $613,574 at 6%; with 50% employer match about $613,574 at 4% or $409,049 at 6%; with 100% employer match about $460,181 at 4% or $306,787 at 6%.
Sharpe Executive Group Inc. Employee Stock Ownership Plan-9$1,749,990$331,330$36,814iApproximate average salary by contribution assumption: employee only about $920,361 at 4% or $613,574 at 6%; with 50% employer match about $613,574 at 4% or $409,049 at 6%; with 100% employer match about $460,181 at 4% or $306,787 at 6%.
SHARPE INTERIOR SYSTEMS, INC. CASH BALANCE PENSION PLAN-0$0--
201129$2,321,615$331,330$36,814iApproximate average salary by contribution assumption: employee only about $920,361 at 4% or $613,574 at 6%; with 50% employer match about $613,574 at 4% or $409,049 at 6%; with 100% employer match about $460,181 at 4% or $306,787 at 6%.
Sharpe Executive Group Inc. Employee Stock Ownership Plan-9$2,319,990$331,330$36,814iApproximate average salary by contribution assumption: employee only about $920,361 at 4% or $613,574 at 6%; with 50% employer match about $613,574 at 4% or $409,049 at 6%; with 100% employer match about $460,181 at 4% or $306,787 at 6%.
SHARPE INTERIOR SYSTEMS, INC. CASH BALANCE PENSION PLAN-0$1,625--
2010210$4,160,818$331,330$33,133iApproximate average salary by contribution assumption: employee only about $828,325 at 4% or $552,217 at 6%; with 50% employer match about $552,217 at 4% or $368,144 at 6%; with 100% employer match about $414,163 at 4% or $276,108 at 6%.
Sharpe Executive Group Inc. Employee Stock Ownership Plan-10$2,710,000$331,330$33,133iApproximate average salary by contribution assumption: employee only about $828,325 at 4% or $552,217 at 6%; with 50% employer match about $552,217 at 4% or $368,144 at 6%; with 100% employer match about $414,163 at 4% or $276,108 at 6%.
SHARPE INTERIOR SYSTEMS, INC. CASH BALANCE PENSION PLAN-10$1,450,818--
2009210$4,096,346$331,330$33,133iApproximate average salary by contribution assumption: employee only about $828,325 at 4% or $552,217 at 6%; with 50% employer match about $552,217 at 4% or $368,144 at 6%; with 100% employer match about $414,163 at 4% or $276,108 at 6%.
Sharpe Executive Group Inc. Employee Stock Ownership Plan-10$2,410,000$331,330$33,133iApproximate average salary by contribution assumption: employee only about $828,325 at 4% or $552,217 at 6%; with 50% employer match about $552,217 at 4% or $368,144 at 6%; with 100% employer match about $414,163 at 4% or $276,108 at 6%.
SHARPE INTERIOR SYSTEMS, INC. CASH BALANCE PENSION PLAN-9$1,686,346--
2007211$0$0-
Sharpe Executive Group Inc. Employee Stock Ownership Plan-11---
SHARPE INTERIOR SYSTEMS, INC. CASH BALANCE PENSION PLAN-10---