Civic Intelligence

Herzman & Company Inc.

Plan context: Herzman & Company Inc. Profit Sharing Plan

EIN 13-0839300 • 16 filings • 2 plans

Current Snapshot

Latest Year

2006

2006 Participants

19

2006 Assets

$1,654,264

2006 Contributions

$117,457

Historical Graphs

Total Assets Over Time

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

$1,654,264$827,132$0199920032005YearValue
$1,654,264Latest year 2005

Participants Over Time

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

58290199920022005YearValue
19Latest year 2005

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
200620$0$0-
Herzman & Company Inc. Profit Sharing Plan-0---
Herzman & Company Inc. Pension Plan-0---
2005219$1,654,264$117,457$6,182iApproximate average salary by contribution assumption: employee only about $154,549 at 4% or $103,032 at 6%; with 50% employer match about $103,032 at 4% or $68,688 at 6%; with 100% employer match about $77,274 at 4% or $51,516 at 6%.
Herzman & Company Inc. Profit Sharing Plan-19$1,049,288--
Herzman & Company Inc. Pension Plan-19$604,976$117,457$6,182iApproximate average salary by contribution assumption: employee only about $154,549 at 4% or $103,032 at 6%; with 50% employer match about $103,032 at 4% or $68,688 at 6%; with 100% employer match about $77,274 at 4% or $51,516 at 6%.
2004226$1,507,922$76,151$2,929iApproximate average salary by contribution assumption: employee only about $73,222 at 4% or $48,815 at 6%; with 50% employer match about $48,815 at 4% or $32,543 at 6%; with 100% employer match about $36,611 at 4% or $24,407 at 6%.
Herzman & Company Inc. Profit Sharing Plan-26$1,031,396$40,000$1,538iApproximate average salary by contribution assumption: employee only about $38,462 at 4% or $25,641 at 6%; with 50% employer match about $25,641 at 4% or $17,094 at 6%; with 100% employer match about $19,231 at 4% or $12,821 at 6%.
Herzman & Company Inc. Pension Plan-26$476,526$36,151$1,390iApproximate average salary by contribution assumption: employee only about $34,761 at 4% or $23,174 at 6%; with 50% employer match about $23,174 at 4% or $15,449 at 6%; with 100% employer match about $17,380 at 4% or $11,587 at 6%.
2003237$1,652,093$111,392$3,011iApproximate average salary by contribution assumption: employee only about $75,265 at 4% or $50,177 at 6%; with 50% employer match about $50,177 at 4% or $33,451 at 6%; with 100% employer match about $37,632 at 4% or $25,088 at 6%.
Herzman & Company Inc. Profit Sharing Plan-37$1,163,817$80,000$2,162iApproximate average salary by contribution assumption: employee only about $54,054 at 4% or $36,036 at 6%; with 50% employer match about $36,036 at 4% or $24,024 at 6%; with 100% employer match about $27,027 at 4% or $18,018 at 6%.
Herzman & Company Inc. Pension Plan-37$488,276$31,392$848iApproximate average salary by contribution assumption: employee only about $21,211 at 4% or $14,141 at 6%; with 50% employer match about $14,141 at 4% or $9,427 at 6%; with 100% employer match about $10,605 at 4% or $7,070 at 6%.
2002242$1,632,145$109,879$2,616iApproximate average salary by contribution assumption: employee only about $65,404 at 4% or $43,603 at 6%; with 50% employer match about $43,603 at 4% or $29,069 at 6%; with 100% employer match about $32,702 at 4% or $21,801 at 6%.
Herzman & Company Inc. Profit Sharing Plan-42$1,157,927$80,000$1,905iApproximate average salary by contribution assumption: employee only about $47,619 at 4% or $31,746 at 6%; with 50% employer match about $31,746 at 4% or $21,164 at 6%; with 100% employer match about $23,810 at 4% or $15,873 at 6%.
Herzman & Company Inc. Pension Plan-42$474,218$29,879$711iApproximate average salary by contribution assumption: employee only about $17,785 at 4% or $11,857 at 6%; with 50% employer match about $11,857 at 4% or $7,904 at 6%; with 100% employer match about $8,893 at 4% or $5,928 at 6%.
2001251$0$0-
Herzman & Company Inc. Pension Plan-51---
Herzman & Company Inc. Profit Sharing Plan-51---
2000253$1,499,474$97,296$1,836iApproximate average salary by contribution assumption: employee only about $45,894 at 4% or $30,596 at 6%; with 50% employer match about $30,596 at 4% or $20,397 at 6%; with 100% employer match about $22,947 at 4% or $15,298 at 6%.
Herzman & Company Inc. Profit Sharing Plan-53$1,069,761$80,000$1,509iApproximate average salary by contribution assumption: employee only about $37,736 at 4% or $25,157 at 6%; with 50% employer match about $25,157 at 4% or $16,771 at 6%; with 100% employer match about $18,868 at 4% or $12,579 at 6%.
Herzman & Company Inc. Pension Plan-53$429,713$17,296$326iApproximate average salary by contribution assumption: employee only about $8,158 at 4% or $5,439 at 6%; with 50% employer match about $5,439 at 4% or $3,626 at 6%; with 100% employer match about $4,079 at 4% or $2,719 at 6%.
1999258$1,351,616$98,077$1,691iApproximate average salary by contribution assumption: employee only about $42,275 at 4% or $28,183 at 6%; with 50% employer match about $28,183 at 4% or $18,789 at 6%; with 100% employer match about $21,137 at 4% or $14,092 at 6%.
Herzman & Company Inc. Profit Sharing Plan-58$956,822$80,000$1,379iApproximate average salary by contribution assumption: employee only about $34,483 at 4% or $22,989 at 6%; with 50% employer match about $22,989 at 4% or $15,326 at 6%; with 100% employer match about $17,241 at 4% or $11,494 at 6%.
Herzman & Company Inc. Pension Plan-58$394,794$18,077$312iApproximate average salary by contribution assumption: employee only about $7,792 at 4% or $5,195 at 6%; with 50% employer match about $5,195 at 4% or $3,463 at 6%; with 100% employer match about $3,896 at 4% or $2,597 at 6%.