Civic Intelligence

Craig K. Hertler, M.D. LLC

Plan context: Craig K. Hertler, M.D. LLC 401(K) Profit Sharing Plan

EIN 20-2100858 • Portland, OR • 11 filings • 3 plans

2222 Northwest Lovejoy StreetSuite 607Portland, OR 97210
Current Snapshot

Latest Year

2015

2015 Participants

7

2015 Assets

$1,581,013

2015 Contributions

$28,537

Historical Graphs

Total Assets Over Time

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

$1,582,568$791,284$0200520102014YearValue
$1,581,013Latest year 2014

Participants Over Time

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

1160200520102014YearValue
7Latest 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$28,537-
Craig K. Hertler, M.D. LLC 401(K) Profit Sharing Plan-0$0$28,537-
201417$1,581,013$37,852$5,407iApproximate average salary by contribution assumption: employee only about $135,186 at 4% or $90,124 at 6%; with 50% employer match about $90,124 at 4% or $60,083 at 6%; with 100% employer match about $67,593 at 4% or $45,062 at 6%.
Craig K. Hertler, M.D. LLC 401(K) Profit Sharing Plan-7$1,581,013$37,852$5,407iApproximate average salary by contribution assumption: employee only about $135,186 at 4% or $90,124 at 6%; with 50% employer match about $90,124 at 4% or $60,083 at 6%; with 100% employer match about $67,593 at 4% or $45,062 at 6%.
201319$1,582,568$46,262$5,140iApproximate average salary by contribution assumption: employee only about $128,506 at 4% or $85,670 at 6%; with 50% employer match about $85,670 at 4% or $57,114 at 6%; with 100% employer match about $64,253 at 4% or $42,835 at 6%.
Craig K. Hertler, M.D. LLC 401(K) Profit Sharing Plan-9$1,582,568$46,262$5,140iApproximate average salary by contribution assumption: employee only about $128,506 at 4% or $85,670 at 6%; with 50% employer match about $85,670 at 4% or $57,114 at 6%; with 100% employer match about $64,253 at 4% or $42,835 at 6%.
2012111$1,175,860$52,465$4,770iApproximate average salary by contribution assumption: employee only about $119,239 at 4% or $79,492 at 6%; with 50% employer match about $79,492 at 4% or $52,995 at 6%; with 100% employer match about $59,619 at 4% or $39,746 at 6%.
Craig K. Hertler, M.D. LLC 401(K) Profit Sharing Plan-11$1,175,860$52,465$4,770iApproximate average salary by contribution assumption: employee only about $119,239 at 4% or $79,492 at 6%; with 50% employer match about $79,492 at 4% or $52,995 at 6%; with 100% employer match about $59,619 at 4% or $39,746 at 6%.
2011110$972,801$49,749$4,975iApproximate average salary by contribution assumption: employee only about $124,372 at 4% or $82,915 at 6%; with 50% employer match about $82,915 at 4% or $55,277 at 6%; with 100% employer match about $62,186 at 4% or $41,458 at 6%.
Craig K. Hertler, M.D. LLC 401(K) Profit Sharing Plan-10$972,801$49,749$4,975iApproximate average salary by contribution assumption: employee only about $124,372 at 4% or $82,915 at 6%; with 50% employer match about $82,915 at 4% or $55,277 at 6%; with 100% employer match about $62,186 at 4% or $41,458 at 6%.
201019$1,018,056$53,331$5,926iApproximate average salary by contribution assumption: employee only about $148,142 at 4% or $98,761 at 6%; with 50% employer match about $98,761 at 4% or $65,841 at 6%; with 100% employer match about $74,071 at 4% or $49,381 at 6%.
Craig K. Hertler, M.D. LLC 401(K) Profit Sharing Plan-9$1,018,056$53,331$5,926iApproximate average salary by contribution assumption: employee only about $148,142 at 4% or $98,761 at 6%; with 50% employer match about $98,761 at 4% or $65,841 at 6%; with 100% employer match about $74,071 at 4% or $49,381 at 6%.
200918$797,792$80,384$10,048iApproximate average salary by contribution assumption: employee only about $251,200 at 4% or $167,467 at 6%; with 50% employer match about $167,467 at 4% or $111,644 at 6%; with 100% employer match about $125,600 at 4% or $83,733 at 6%.
Craig K. Hertler, M.D. LLC 401(K) Profit Sharing Plan-8$797,792$80,384$10,048iApproximate average salary by contribution assumption: employee only about $251,200 at 4% or $167,467 at 6%; with 50% employer match about $167,467 at 4% or $111,644 at 6%; with 100% employer match about $125,600 at 4% or $83,733 at 6%.
200814$534,935$54,628$13,657iApproximate average salary by contribution assumption: employee only about $341,425 at 4% or $227,617 at 6%; with 50% employer match about $227,617 at 4% or $151,744 at 6%; with 100% employer match about $170,713 at 4% or $113,808 at 6%.
Craig K. Hertler, M.D. LLC 401(K) Profit Sharing Plan-4$534,935$54,628$13,657iApproximate average salary by contribution assumption: employee only about $341,425 at 4% or $227,617 at 6%; with 50% employer match about $227,617 at 4% or $151,744 at 6%; with 100% employer match about $170,713 at 4% or $113,808 at 6%.
200714$0$0-
Craig K. Hertler, M.D. LLC 401(K) Profit Sharing Plan-4---
200617$735,699$62,246$8,892iApproximate average salary by contribution assumption: employee only about $222,307 at 4% or $148,205 at 6%; with 50% employer match about $148,205 at 4% or $98,803 at 6%; with 100% employer match about $111,154 at 4% or $74,102 at 6%.
Craig K. Hertler, M.D. LLC 401(K) Profit Sharing Plan-7$735,699$62,246$8,892iApproximate average salary by contribution assumption: employee only about $222,307 at 4% or $148,205 at 6%; with 50% employer match about $148,205 at 4% or $98,803 at 6%; with 100% employer match about $111,154 at 4% or $74,102 at 6%.
200516$587,320$57,163$9,527iApproximate average salary by contribution assumption: employee only about $238,179 at 4% or $158,786 at 6%; with 50% employer match about $158,786 at 4% or $105,857 at 6%; with 100% employer match about $119,090 at 4% or $79,393 at 6%.
Craig K. Hertler, M.D. LLC 401(K) Profit Sharing Plan-6$587,320$57,163$9,527iApproximate average salary by contribution assumption: employee only about $238,179 at 4% or $158,786 at 6%; with 50% employer match about $158,786 at 4% or $105,857 at 6%; with 100% employer match about $119,090 at 4% or $79,393 at 6%.