Civic Intelligence

James K. Herstoff, M.D.

Plan context: James K. Herstoff Money Purchase Plan

EIN 05-0368575 • Portsmouth, RI • 25 filings • 2 plans

160 Adams DrivePortsmouth, RI 02871-5403
Current Snapshot

Latest Year

2012

2012 Participants

1

2012 Assets

$1,699,334

2012 Contributions

$26,068

Historical Graphs

Total Assets Over Time

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

$1,782,305$891,153$0200120062011YearValue
$1,699,334Latest year 2011

Participants Over Time

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

210200020062011YearValue
1Latest year 2011

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
201220$0$0-
James K. Herstoff Profit Sharing Plan-0$0$0-
James K. Herstoff Money Purchase Plan-0$0$0-
201121$1,699,334$26,068$26,068iApproximate average salary by contribution assumption: employee only about $651,700 at 4% or $434,467 at 6%; with 50% employer match about $434,467 at 4% or $289,644 at 6%; with 100% employer match about $325,850 at 4% or $217,233 at 6%.
James K. Herstoff Money Purchase Plan-1$935,833$15,641$15,641iApproximate average salary by contribution assumption: employee only about $391,025 at 4% or $260,683 at 6%; with 50% employer match about $260,683 at 4% or $173,789 at 6%; with 100% employer match about $195,513 at 4% or $130,342 at 6%.
James K. Herstoff Profit Sharing Plan-1$763,501$10,427$10,427iApproximate average salary by contribution assumption: employee only about $260,675 at 4% or $173,783 at 6%; with 50% employer match about $173,783 at 4% or $115,856 at 6%; with 100% employer match about $130,338 at 4% or $86,892 at 6%.
201022$1,782,305$52,904$26,452iApproximate average salary by contribution assumption: employee only about $661,300 at 4% or $440,867 at 6%; with 50% employer match about $440,867 at 4% or $293,911 at 6%; with 100% employer match about $330,650 at 4% or $220,433 at 6%.
James K. Herstoff Money Purchase Plan-2$959,564$31,742$15,871iApproximate average salary by contribution assumption: employee only about $396,775 at 4% or $264,517 at 6%; with 50% employer match about $264,517 at 4% or $176,344 at 6%; with 100% employer match about $198,388 at 4% or $132,258 at 6%.
James K. Herstoff Profit Sharing Plan-2$822,741$21,162$10,581iApproximate average salary by contribution assumption: employee only about $264,525 at 4% or $176,350 at 6%; with 50% employer match about $176,350 at 4% or $117,567 at 6%; with 100% employer match about $132,263 at 4% or $88,175 at 6%.
200922$1,574,771$55,045$27,523iApproximate average salary by contribution assumption: employee only about $688,063 at 4% or $458,708 at 6%; with 50% employer match about $458,708 at 4% or $305,806 at 6%; with 100% employer match about $344,031 at 4% or $229,354 at 6%.
James K. Herstoff Money Purchase Plan-2$848,324$33,027$16,514iApproximate average salary by contribution assumption: employee only about $412,838 at 4% or $275,225 at 6%; with 50% employer match about $275,225 at 4% or $183,483 at 6%; with 100% employer match about $206,419 at 4% or $137,613 at 6%.
James K. Herstoff Profit Sharing Plan-2$726,447$22,018$11,009iApproximate average salary by contribution assumption: employee only about $275,225 at 4% or $183,483 at 6%; with 50% employer match about $183,483 at 4% or $122,322 at 6%; with 100% employer match about $137,613 at 4% or $91,742 at 6%.
200822$1,260,998$58,090$29,045iApproximate average salary by contribution assumption: employee only about $726,125 at 4% or $484,083 at 6%; with 50% employer match about $484,083 at 4% or $322,722 at 6%; with 100% employer match about $363,063 at 4% or $242,042 at 6%.
James K. Herstoff Money Purchase Plan-2$687,358$34,854$17,427iApproximate average salary by contribution assumption: employee only about $435,675 at 4% or $290,450 at 6%; with 50% employer match about $290,450 at 4% or $193,633 at 6%; with 100% employer match about $217,838 at 4% or $145,225 at 6%.
James K. Herstoff Profit Sharing Plan-2$573,640$23,236$11,618iApproximate average salary by contribution assumption: employee only about $290,450 at 4% or $193,633 at 6%; with 50% employer match about $193,633 at 4% or $129,089 at 6%; with 100% employer match about $145,225 at 4% or $96,817 at 6%.
200722$1,544,953$51,045$25,523iApproximate average salary by contribution assumption: employee only about $638,063 at 4% or $425,375 at 6%; with 50% employer match about $425,375 at 4% or $283,583 at 6%; with 100% employer match about $319,031 at 4% or $212,688 at 6%.
James K. Herstoff Profit Sharing Plan-2$808,505$20,418$10,209iApproximate average salary by contribution assumption: employee only about $255,225 at 4% or $170,150 at 6%; with 50% employer match about $170,150 at 4% or $113,433 at 6%; with 100% employer match about $127,613 at 4% or $85,075 at 6%.
James K. Herstoff Money Purchase Plan-2$736,448$30,627$15,314iApproximate average salary by contribution assumption: employee only about $382,838 at 4% or $255,225 at 6%; with 50% employer match about $255,225 at 4% or $170,150 at 6%; with 100% employer match about $191,419 at 4% or $127,613 at 6%.
200622$1,475,711$56,090$28,045iApproximate average salary by contribution assumption: employee only about $701,125 at 4% or $467,417 at 6%; with 50% employer match about $467,417 at 4% or $311,611 at 6%; with 100% employer match about $350,563 at 4% or $233,708 at 6%.
James K. Herstoff Profit Sharing Plan-2$772,720$22,436$11,218iApproximate average salary by contribution assumption: employee only about $280,450 at 4% or $186,967 at 6%; with 50% employer match about $186,967 at 4% or $124,644 at 6%; with 100% employer match about $140,225 at 4% or $93,483 at 6%.
James K. Herstoff Money Purchase Plan-2$702,991$33,654$16,827iApproximate average salary by contribution assumption: employee only about $420,675 at 4% or $280,450 at 6%; with 50% employer match about $280,450 at 4% or $186,967 at 6%; with 100% employer match about $210,338 at 4% or $140,225 at 6%.
200522$1,297,288$48,045$24,023iApproximate average salary by contribution assumption: employee only about $600,563 at 4% or $400,375 at 6%; with 50% employer match about $400,375 at 4% or $266,917 at 6%; with 100% employer match about $300,281 at 4% or $200,188 at 6%.
James K. Herstoff Profit Sharing Plan-2$689,367$19,218$9,609iApproximate average salary by contribution assumption: employee only about $240,225 at 4% or $160,150 at 6%; with 50% employer match about $160,150 at 4% or $106,767 at 6%; with 100% employer match about $120,113 at 4% or $80,075 at 6%.
James K. Herstoff Money Purchase Plan-2$607,921$28,827$14,414iApproximate average salary by contribution assumption: employee only about $360,338 at 4% or $240,225 at 6%; with 50% employer match about $240,225 at 4% or $160,150 at 6%; with 100% employer match about $180,169 at 4% or $120,113 at 6%.
200422$1,187,536$47,278$23,639iApproximate average salary by contribution assumption: employee only about $590,975 at 4% or $393,983 at 6%; with 50% employer match about $393,983 at 4% or $262,656 at 6%; with 100% employer match about $295,488 at 4% or $196,992 at 6%.
James K. Herstoff Profit Sharing Plan-2$646,762$18,911$9,456iApproximate average salary by contribution assumption: employee only about $236,388 at 4% or $157,592 at 6%; with 50% employer match about $157,592 at 4% or $105,061 at 6%; with 100% employer match about $118,194 at 4% or $78,796 at 6%.
James K. Herstoff Money Purchase Plan-2$540,774$28,367$14,184iApproximate average salary by contribution assumption: employee only about $354,588 at 4% or $236,392 at 6%; with 50% employer match about $236,392 at 4% or $157,594 at 6%; with 100% employer match about $177,294 at 4% or $118,196 at 6%.
200322$1,052,330$46,045$23,023iApproximate average salary by contribution assumption: employee only about $575,563 at 4% or $383,708 at 6%; with 50% employer match about $383,708 at 4% or $255,806 at 6%; with 100% employer match about $287,781 at 4% or $191,854 at 6%.
James K. Herstoff Profit Sharing Plan-2$579,637$18,418$9,209iApproximate average salary by contribution assumption: employee only about $230,225 at 4% or $153,483 at 6%; with 50% employer match about $153,483 at 4% or $102,322 at 6%; with 100% employer match about $115,113 at 4% or $76,742 at 6%.
James K. Herstoff Money Purchase Plan-2$472,693$27,627$13,814iApproximate average salary by contribution assumption: employee only about $345,338 at 4% or $230,225 at 6%; with 50% employer match about $230,225 at 4% or $153,483 at 6%; with 100% employer match about $172,669 at 4% or $115,113 at 6%.
200210$396,362$32,254-
James K. Herstoff Money Purchase Plan-0$396,362$32,254-
200122$905,599$41,045$20,523iApproximate average salary by contribution assumption: employee only about $513,063 at 4% or $342,042 at 6%; with 50% employer match about $342,042 at 4% or $228,028 at 6%; with 100% employer match about $256,531 at 4% or $171,021 at 6%.
James K. Herstoff Profit Sharing Plan-2$501,558$16,418$8,209iApproximate average salary by contribution assumption: employee only about $205,225 at 4% or $136,817 at 6%; with 50% employer match about $136,817 at 4% or $91,211 at 6%; with 100% employer match about $102,613 at 4% or $68,408 at 6%.
James K. Herstoff Money Purchase Plan-2$404,041$24,627$12,314iApproximate average salary by contribution assumption: employee only about $307,838 at 4% or $205,225 at 6%; with 50% employer match about $205,225 at 4% or $136,817 at 6%; with 100% employer match about $153,919 at 4% or $102,613 at 6%.
200022$0$0-
James K. Herstoff Money Purchase Plan-2---
James K. Herstoff Profit Sharing Plan-2---