Civic Intelligence

Herzfeld & Rubin PC.

Plan context: Herzfeld & Rubin PC. Employees 401K Plan

EIN 13-2688520 • 44 filings • 6 plans

Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$19,291,902

2024 Contributions

$219,084

Historical Graphs

Total Assets Over Time

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

$39,977,666$19,988,833$0199920132024YearValue
$19,291,902Latest year 2024

Participants Over Time

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

180900199920122024YearValue
22Latest 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
2024122$19,291,902$219,084$9,958iApproximate average salary by contribution assumption: employee only about $248,959 at 4% or $165,973 at 6%; with 50% employer match about $165,973 at 4% or $110,648 at 6%; with 100% employer match about $124,480 at 4% or $82,986 at 6%.
Herzfeld & Rubin PC. Employees 401K Plan-22$19,291,902$219,084$9,958iApproximate average salary by contribution assumption: employee only about $248,959 at 4% or $165,973 at 6%; with 50% employer match about $165,973 at 4% or $110,648 at 6%; with 100% employer match about $124,480 at 4% or $82,986 at 6%.
2023124$21,094,078$285,506$11,896iApproximate average salary by contribution assumption: employee only about $297,402 at 4% or $198,268 at 6%; with 50% employer match about $198,268 at 4% or $132,179 at 6%; with 100% employer match about $148,701 at 4% or $99,134 at 6%.
Herzfeld & Rubin PC. Employees 401K Plan-24$21,094,078$285,506$11,896iApproximate average salary by contribution assumption: employee only about $297,402 at 4% or $198,268 at 6%; with 50% employer match about $198,268 at 4% or $132,179 at 6%; with 100% employer match about $148,701 at 4% or $99,134 at 6%.
2022149$21,299,535$449,879$9,181iApproximate average salary by contribution assumption: employee only about $229,530 at 4% or $153,020 at 6%; with 50% employer match about $153,020 at 4% or $102,013 at 6%; with 100% employer match about $114,765 at 4% or $76,510 at 6%.
Herzfeld & Rubin PC. Employees 401K Plan-49$21,299,535$449,879$9,181iApproximate average salary by contribution assumption: employee only about $229,530 at 4% or $153,020 at 6%; with 50% employer match about $153,020 at 4% or $102,013 at 6%; with 100% employer match about $114,765 at 4% or $76,510 at 6%.
2021150$32,495,618$457,278$9,146iApproximate average salary by contribution assumption: employee only about $228,639 at 4% or $152,426 at 6%; with 50% employer match about $152,426 at 4% or $101,617 at 6%; with 100% employer match about $114,319 at 4% or $76,213 at 6%.
Herzfeld & Rubin PC. Employees 401K Plan-50$32,495,618$457,278$9,146iApproximate average salary by contribution assumption: employee only about $228,639 at 4% or $152,426 at 6%; with 50% employer match about $152,426 at 4% or $101,617 at 6%; with 100% employer match about $114,319 at 4% or $76,213 at 6%.
2020156$33,405,636$554,700$9,905iApproximate average salary by contribution assumption: employee only about $247,634 at 4% or $165,089 at 6%; with 50% employer match about $165,089 at 4% or $110,060 at 6%; with 100% employer match about $123,817 at 4% or $82,545 at 6%.
Herzfeld & Rubin PC. Employees 401K Plan-56$33,405,636$554,700$9,905iApproximate average salary by contribution assumption: employee only about $247,634 at 4% or $165,089 at 6%; with 50% employer match about $165,089 at 4% or $110,060 at 6%; with 100% employer match about $123,817 at 4% or $82,545 at 6%.
2019176$33,798,931$661,106$8,699iApproximate average salary by contribution assumption: employee only about $217,469 at 4% or $144,979 at 6%; with 50% employer match about $144,979 at 4% or $96,653 at 6%; with 100% employer match about $108,735 at 4% or $72,490 at 6%.
Herzfeld & Rubin PC. Employees 401K Plan-76$33,798,931$661,106$8,699iApproximate average salary by contribution assumption: employee only about $217,469 at 4% or $144,979 at 6%; with 50% employer match about $144,979 at 4% or $96,653 at 6%; with 100% employer match about $108,735 at 4% or $72,490 at 6%.
2018187$34,314,650$787,577$9,053iApproximate average salary by contribution assumption: employee only about $226,315 at 4% or $150,877 at 6%; with 50% employer match about $150,877 at 4% or $100,585 at 6%; with 100% employer match about $113,158 at 4% or $75,438 at 6%.
Herzfeld & Rubin PC. Employees 401K Plan-87$34,314,650$787,577$9,053iApproximate average salary by contribution assumption: employee only about $226,315 at 4% or $150,877 at 6%; with 50% employer match about $150,877 at 4% or $100,585 at 6%; with 100% employer match about $113,158 at 4% or $75,438 at 6%.
20171103$38,006,973$1,229,635$11,938iApproximate average salary by contribution assumption: employee only about $298,455 at 4% or $198,970 at 6%; with 50% employer match about $198,970 at 4% or $132,647 at 6%; with 100% employer match about $149,228 at 4% or $99,485 at 6%.
Herzfeld & Rubin PC. Employees 401K Plan-103$38,006,973$1,229,635$11,938iApproximate average salary by contribution assumption: employee only about $298,455 at 4% or $198,970 at 6%; with 50% employer match about $198,970 at 4% or $132,647 at 6%; with 100% employer match about $149,228 at 4% or $99,485 at 6%.
20161116$33,808,711$981,359$8,460iApproximate average salary by contribution assumption: employee only about $211,500 at 4% or $141,000 at 6%; with 50% employer match about $141,000 at 4% or $94,000 at 6%; with 100% employer match about $105,750 at 4% or $70,500 at 6%.
Herzfeld & Rubin PC. Employees 401K Plan-116$33,808,711$981,359$8,460iApproximate average salary by contribution assumption: employee only about $211,500 at 4% or $141,000 at 6%; with 50% employer match about $141,000 at 4% or $94,000 at 6%; with 100% employer match about $105,750 at 4% or $70,500 at 6%.
20152119$34,195,355$1,316,518$11,063iApproximate average salary by contribution assumption: employee only about $276,579 at 4% or $184,386 at 6%; with 50% employer match about $184,386 at 4% or $122,924 at 6%; with 100% employer match about $138,290 at 4% or $92,193 at 6%.
Herzfeld & Rubin PC. Employees 401K Plan-119$34,195,355$1,316,518$11,063iApproximate average salary by contribution assumption: employee only about $276,579 at 4% or $184,386 at 6%; with 50% employer match about $184,386 at 4% or $122,924 at 6%; with 100% employer match about $138,290 at 4% or $92,193 at 6%.
Herzfeld & Rubin PC. Group Benefits Plan-96---
20142119$37,135,957$912,222$7,666iApproximate average salary by contribution assumption: employee only about $191,643 at 4% or $127,762 at 6%; with 50% employer match about $127,762 at 4% or $85,175 at 6%; with 100% employer match about $95,822 at 4% or $63,881 at 6%.
Herzfeld & Rubin PC. Employees 401K Plan-119$37,135,957$912,222$7,666iApproximate average salary by contribution assumption: employee only about $191,643 at 4% or $127,762 at 6%; with 50% employer match about $127,762 at 4% or $85,175 at 6%; with 100% employer match about $95,822 at 4% or $63,881 at 6%.
Herzfeld & Rubin PC. Group Benefits Plan-113---
20132129$36,403,796$1,546,312$11,987iApproximate average salary by contribution assumption: employee only about $299,673 at 4% or $199,782 at 6%; with 50% employer match about $199,782 at 4% or $133,188 at 6%; with 100% employer match about $149,836 at 4% or $99,891 at 6%.
Herzfeld & Rubin PC. Employees 401K Plan-129$36,403,796$1,546,312$11,987iApproximate average salary by contribution assumption: employee only about $299,673 at 4% or $199,782 at 6%; with 50% employer match about $199,782 at 4% or $133,188 at 6%; with 100% employer match about $149,836 at 4% or $99,891 at 6%.
Herzfeld & Rubin PC. Group Benefits Plan-109---
20122137$30,243,567$933,038$6,810iApproximate average salary by contribution assumption: employee only about $170,262 at 4% or $113,508 at 6%; with 50% employer match about $113,508 at 4% or $75,672 at 6%; with 100% employer match about $85,131 at 4% or $56,754 at 6%.
Herzfeld & Rubin PC. Employees 401K Plan-137$30,243,567$933,038$6,810iApproximate average salary by contribution assumption: employee only about $170,262 at 4% or $113,508 at 6%; with 50% employer match about $113,508 at 4% or $75,672 at 6%; with 100% employer match about $85,131 at 4% or $56,754 at 6%.
Herzfeld & Rubin PC. Group Benefits Plan-99---
20112130$27,668,405$904,837$6,960iApproximate average salary by contribution assumption: employee only about $174,007 at 4% or $116,005 at 6%; with 50% employer match about $116,005 at 4% or $77,336 at 6%; with 100% employer match about $87,004 at 4% or $58,002 at 6%.
Herzfeld & Rubin PC. Employees 401K Plan-130$27,668,405$904,837$6,960iApproximate average salary by contribution assumption: employee only about $174,007 at 4% or $116,005 at 6%; with 50% employer match about $116,005 at 4% or $77,336 at 6%; with 100% employer match about $87,004 at 4% or $58,002 at 6%.
Herzfeld & Rubin PC. Group Benefits Plan-97---
20102125$27,973,738$927,551$7,420iApproximate average salary by contribution assumption: employee only about $185,510 at 4% or $123,673 at 6%; with 50% employer match about $123,673 at 4% or $82,449 at 6%; with 100% employer match about $92,755 at 4% or $61,837 at 6%.
Herzfeld & Rubin PC. Employees 401K Plan-125$27,973,738$927,551$7,420iApproximate average salary by contribution assumption: employee only about $185,510 at 4% or $123,673 at 6%; with 50% employer match about $123,673 at 4% or $82,449 at 6%; with 100% employer match about $92,755 at 4% or $61,837 at 6%.
Herzfeld & Rubin PC. Group Benefits Plan-98---
20092107$25,411,918$969,951$9,065iApproximate average salary by contribution assumption: employee only about $226,624 at 4% or $151,083 at 6%; with 50% employer match about $151,083 at 4% or $100,722 at 6%; with 100% employer match about $113,312 at 4% or $75,541 at 6%.
Herzfeld & Rubin PC. Employees 401K Plan-107$25,411,918$969,951$9,065iApproximate average salary by contribution assumption: employee only about $226,624 at 4% or $151,083 at 6%; with 50% employer match about $151,083 at 4% or $100,722 at 6%; with 100% employer match about $113,312 at 4% or $75,541 at 6%.
Herzfeld & Rubin PC. Group Benefits Plan-102---
20082136$21,164,001$1,057,155$7,773iApproximate average salary by contribution assumption: employee only about $194,330 at 4% or $129,553 at 6%; with 50% employer match about $129,553 at 4% or $86,369 at 6%; with 100% employer match about $97,165 at 4% or $64,777 at 6%.
Herzfeld & Rubin PC. Employees 401K Plan-136$21,164,001$1,057,155$7,773iApproximate average salary by contribution assumption: employee only about $194,330 at 4% or $129,553 at 6%; with 50% employer match about $129,553 at 4% or $86,369 at 6%; with 100% employer match about $97,165 at 4% or $64,777 at 6%.
Herzfeld & Rubin PC. Group Benefits Plan-115---
20072129$28,869,530$1,022,996$7,930iApproximate average salary by contribution assumption: employee only about $198,255 at 4% or $132,170 at 6%; with 50% employer match about $132,170 at 4% or $88,113 at 6%; with 100% employer match about $99,128 at 4% or $66,085 at 6%.
Herzfeld & Rubin PC. Employees 401K Plan-121$28,869,530$1,022,996$8,455iApproximate average salary by contribution assumption: employee only about $211,363 at 4% or $140,909 at 6%; with 50% employer match about $140,909 at 4% or $93,939 at 6%; with 100% employer match about $105,681 at 4% or $70,454 at 6%.
Herzfeld & Rubin PC. Group Benefits Plan-129---
20062125$27,693,855$1,062,402$8,499iApproximate average salary by contribution assumption: employee only about $212,480 at 4% or $141,654 at 6%; with 50% employer match about $141,654 at 4% or $94,436 at 6%; with 100% employer match about $106,240 at 4% or $70,827 at 6%.
Herzfeld & Rubin PC. Employees 401K Plan-125$27,693,855$1,062,402$8,499iApproximate average salary by contribution assumption: employee only about $212,480 at 4% or $141,654 at 6%; with 50% employer match about $141,654 at 4% or $94,436 at 6%; with 100% employer match about $106,240 at 4% or $70,827 at 6%.
Herzfeld & Rubin PC. Group Benefits Plan-118---
20052139$24,757,720$1,230,270$8,851iApproximate average salary by contribution assumption: employee only about $221,272 at 4% or $147,514 at 6%; with 50% employer match about $147,514 at 4% or $98,343 at 6%; with 100% employer match about $110,636 at 4% or $73,757 at 6%.
Herzfeld & Rubin PC. Employees 401K Plan-139$24,757,720$1,230,270$8,851iApproximate average salary by contribution assumption: employee only about $221,272 at 4% or $147,514 at 6%; with 50% employer match about $147,514 at 4% or $98,343 at 6%; with 100% employer match about $110,636 at 4% or $73,757 at 6%.
Herzfeld & Rubin PC. Group Benefits Plan-135---
20042142$22,858,681$871,616$6,138iApproximate average salary by contribution assumption: employee only about $153,454 at 4% or $102,302 at 6%; with 50% employer match about $102,302 at 4% or $68,202 at 6%; with 100% employer match about $76,727 at 4% or $51,151 at 6%.
Herzfeld & Rubin PC. Employees 401K Plan-129$22,858,681$871,616$6,757iApproximate average salary by contribution assumption: employee only about $168,918 at 4% or $112,612 at 6%; with 50% employer match about $112,612 at 4% or $75,075 at 6%; with 100% employer match about $84,459 at 4% or $56,306 at 6%.
Herzfeld & Rubin PC. Group Benefits Plan-142---
20033154$39,977,666$1,595,808$10,362iApproximate average salary by contribution assumption: employee only about $259,060 at 4% or $172,706 at 6%; with 50% employer match about $172,706 at 4% or $115,138 at 6%; with 100% employer match about $129,530 at 4% or $86,353 at 6%.
Herzfeld & Rubin PC. Employees 401K Plan-0$19,988,833$797,904-
Herzfeld & Rubin PC. Employees 401K Plan-154$19,988,833$797,904$5,181iApproximate average salary by contribution assumption: employee only about $129,530 at 4% or $86,353 at 6%; with 50% employer match about $86,353 at 4% or $57,569 at 6%; with 100% employer match about $64,765 at 4% or $43,177 at 6%.
Herzfeld & Rubin PC. Group Benefits Plan-135---
20022163$16,419,136$308,470$1,892iApproximate average salary by contribution assumption: employee only about $47,311 at 4% or $31,541 at 6%; with 50% employer match about $31,541 at 4% or $21,027 at 6%; with 100% employer match about $23,656 at 4% or $15,770 at 6%.
Herzfeld & Rubin PC. Employees 401K Plan-163$16,419,136$308,470$1,892iApproximate average salary by contribution assumption: employee only about $47,311 at 4% or $31,541 at 6%; with 50% employer match about $31,541 at 4% or $21,027 at 6%; with 100% employer match about $23,656 at 4% or $15,770 at 6%.
Herzfeld & Rubin PC. Group Benefits Plan-145---
20012167$0$0-
Herzfeld & Rubin PC. Group Benefits Plan-164---
Herzfeld & Rubin PC. Employees 401K Plan-167---
20002178$0$0-
Herzfeld & Rubin PC. Group Benefits Plan-178---
Herzfeld & Rubin PC. Employees 401K Plan-164---
19992180$21,980,519$1,069,876$5,944iApproximate average salary by contribution assumption: employee only about $148,594 at 4% or $99,063 at 6%; with 50% employer match about $99,063 at 4% or $66,042 at 6%; with 100% employer match about $74,297 at 4% or $49,531 at 6%.
Herzfeld & Rubin PC. Employees 401K Plan-158$21,980,519$1,069,876$6,771iApproximate average salary by contribution assumption: employee only about $169,284 at 4% or $112,856 at 6%; with 50% employer match about $112,856 at 4% or $75,237 at 6%; with 100% employer match about $84,642 at 4% or $56,428 at 6%.
Herzfeld & Rubin PC. Group Benefits Plan-180---