Civic Intelligence

David B Gerger PC

Plan context: David B Gerger PC 401 K Profit Sharing Plan Trust

EIN 20-0513970 • Houston, TX • 8 filings • 3 plans

First City Tower1001 Fannin St Ste 1950Houston, TX 77002-6715
Current Snapshot

Latest Year

2015

2015 Participants

5

2015 Assets

$870,934

2015 Contributions

$57,767

Historical Graphs

Total Assets Over Time

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

$876,592$438,296$0200820112014YearValue
$870,934Latest year 2014

Participants Over Time

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

630200820112014YearValue
5Latest year 2014

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
201510$0$57,767-
David B Gerger PC 401 K Profit Sharing Plan Trust-0$0$57,767-
201415$870,934$147,598$29,520iApproximate average salary by contribution assumption: employee only about $737,990 at 4% or $491,993 at 6%; with 50% employer match about $491,993 at 4% or $327,996 at 6%; with 100% employer match about $368,995 at 4% or $245,997 at 6%.
David B Gerger PC 401 K Profit Sharing Plan Trust-5$870,934$147,598$29,520iApproximate average salary by contribution assumption: employee only about $737,990 at 4% or $491,993 at 6%; with 50% employer match about $491,993 at 4% or $327,996 at 6%; with 100% employer match about $368,995 at 4% or $245,997 at 6%.
201316$876,592$150,130$25,022iApproximate average salary by contribution assumption: employee only about $625,542 at 4% or $417,028 at 6%; with 50% employer match about $417,028 at 4% or $278,019 at 6%; with 100% employer match about $312,771 at 4% or $208,514 at 6%.
David B Gerger PC 401 K Profit Sharing Plan Trust-6$876,592$150,130$25,022iApproximate average salary by contribution assumption: employee only about $625,542 at 4% or $417,028 at 6%; with 50% employer match about $417,028 at 4% or $278,019 at 6%; with 100% employer match about $312,771 at 4% or $208,514 at 6%.
201216$594,008$140,733$23,456iApproximate average salary by contribution assumption: employee only about $586,388 at 4% or $390,925 at 6%; with 50% employer match about $390,925 at 4% or $260,617 at 6%; with 100% employer match about $293,194 at 4% or $195,463 at 6%.
David B Gerger PC 401 K Profit Sharing Plan Trust-6$594,008$140,733$23,456iApproximate average salary by contribution assumption: employee only about $586,388 at 4% or $390,925 at 6%; with 50% employer match about $390,925 at 4% or $260,617 at 6%; with 100% employer match about $293,194 at 4% or $195,463 at 6%.
201116$402,817$126,577$21,096iApproximate average salary by contribution assumption: employee only about $527,404 at 4% or $351,603 at 6%; with 50% employer match about $351,603 at 4% or $234,402 at 6%; with 100% employer match about $263,702 at 4% or $175,801 at 6%.
David B Gerger PC 401 K Profit Sharing Plan Trust-6$402,817$126,577$21,096iApproximate average salary by contribution assumption: employee only about $527,404 at 4% or $351,603 at 6%; with 50% employer match about $351,603 at 4% or $234,402 at 6%; with 100% employer match about $263,702 at 4% or $175,801 at 6%.
201016$295,760$105,004$17,501iApproximate average salary by contribution assumption: employee only about $437,517 at 4% or $291,678 at 6%; with 50% employer match about $291,678 at 4% or $194,452 at 6%; with 100% employer match about $218,758 at 4% or $145,839 at 6%.
David B Gerger PC 401 K Profit Sharing Plan Trust-6$295,760$105,004$17,501iApproximate average salary by contribution assumption: employee only about $437,517 at 4% or $291,678 at 6%; with 50% employer match about $291,678 at 4% or $194,452 at 6%; with 100% employer match about $218,758 at 4% or $145,839 at 6%.
200915$162,388$83,963$16,793iApproximate average salary by contribution assumption: employee only about $419,815 at 4% or $279,877 at 6%; with 50% employer match about $279,877 at 4% or $186,584 at 6%; with 100% employer match about $209,907 at 4% or $139,938 at 6%.
David B Gerger PC 401 K Profit Sharing Plan Trust-5$162,388$83,963$16,793iApproximate average salary by contribution assumption: employee only about $419,815 at 4% or $279,877 at 6%; with 50% employer match about $279,877 at 4% or $186,584 at 6%; with 100% employer match about $209,907 at 4% or $139,938 at 6%.
200815$55,414$54,579$10,916iApproximate average salary by contribution assumption: employee only about $272,895 at 4% or $181,930 at 6%; with 50% employer match about $181,930 at 4% or $121,287 at 6%; with 100% employer match about $136,448 at 4% or $90,965 at 6%.
David B Gerger PC 401 K Profit Sharing Plan Trust-5$55,414$54,579$10,916iApproximate average salary by contribution assumption: employee only about $272,895 at 4% or $181,930 at 6%; with 50% employer match about $181,930 at 4% or $121,287 at 6%; with 100% employer match about $136,448 at 4% or $90,965 at 6%.