Civic Intelligence

Kevin J. Herring, CPA Inc.

Plan context: Kevin J Herring CPA Safe Harbor 401(K) Plan

EIN 20-2338949 • 17 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$997,278

2024 Contributions

$51,875

Historical Graphs

Total Assets Over Time

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

$997,278$498,639$0200820162024YearValue
$997,278Latest year 2024

Participants Over Time

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

320200820162024YearValue
3Latest 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
202413$997,278$51,875$17,292iApproximate average salary by contribution assumption: employee only about $432,292 at 4% or $288,194 at 6%; with 50% employer match about $288,194 at 4% or $192,130 at 6%; with 100% employer match about $216,146 at 4% or $144,097 at 6%.
Kevin J Herring CPA Safe Harbor 401(K) Plan-3$997,278$51,875$17,292iApproximate average salary by contribution assumption: employee only about $432,292 at 4% or $288,194 at 6%; with 50% employer match about $288,194 at 4% or $192,130 at 6%; with 100% employer match about $216,146 at 4% or $144,097 at 6%.
202312$778,331$48,656$24,328iApproximate average salary by contribution assumption: employee only about $608,200 at 4% or $405,467 at 6%; with 50% employer match about $405,467 at 4% or $270,311 at 6%; with 100% employer match about $304,100 at 4% or $202,733 at 6%.
Kevin J Herring CPA Safe Harbor 401(K) Plan-2$778,331$48,656$24,328iApproximate average salary by contribution assumption: employee only about $608,200 at 4% or $405,467 at 6%; with 50% employer match about $405,467 at 4% or $270,311 at 6%; with 100% employer match about $304,100 at 4% or $202,733 at 6%.
202212$577,212$35,763$17,882iApproximate average salary by contribution assumption: employee only about $447,038 at 4% or $298,025 at 6%; with 50% employer match about $298,025 at 4% or $198,683 at 6%; with 100% employer match about $223,519 at 4% or $149,013 at 6%.
Kevin J Herring CPA Safe Harbor 401(K) Plan-2$577,212$35,763$17,882iApproximate average salary by contribution assumption: employee only about $447,038 at 4% or $298,025 at 6%; with 50% employer match about $298,025 at 4% or $198,683 at 6%; with 100% employer match about $223,519 at 4% or $149,013 at 6%.
202111$694,469$29,500$29,500iApproximate average salary by contribution assumption: employee only about $737,500 at 4% or $491,667 at 6%; with 50% employer match about $491,667 at 4% or $327,778 at 6%; with 100% employer match about $368,750 at 4% or $245,833 at 6%.
Kevin J Herring CPA Safe Harbor 401(K) Plan-1$694,469$29,500$29,500iApproximate average salary by contribution assumption: employee only about $737,500 at 4% or $491,667 at 6%; with 50% employer match about $491,667 at 4% or $327,778 at 6%; with 100% employer match about $368,750 at 4% or $245,833 at 6%.
202011$567,876$29,500$29,500iApproximate average salary by contribution assumption: employee only about $737,500 at 4% or $491,667 at 6%; with 50% employer match about $491,667 at 4% or $327,778 at 6%; with 100% employer match about $368,750 at 4% or $245,833 at 6%.
Kevin J Herring CPA Safe Harbor 401(K) Plan-1$567,876$29,500$29,500iApproximate average salary by contribution assumption: employee only about $737,500 at 4% or $491,667 at 6%; with 50% employer match about $491,667 at 4% or $327,778 at 6%; with 100% employer match about $368,750 at 4% or $245,833 at 6%.
201911$426,572$26,769$26,769iApproximate average salary by contribution assumption: employee only about $669,225 at 4% or $446,150 at 6%; with 50% employer match about $446,150 at 4% or $297,433 at 6%; with 100% employer match about $334,613 at 4% or $223,075 at 6%.
Kevin J Herring CPA Safe Harbor 401(K) Plan-1$426,572$26,769$26,769iApproximate average salary by contribution assumption: employee only about $669,225 at 4% or $446,150 at 6%; with 50% employer match about $446,150 at 4% or $297,433 at 6%; with 100% employer match about $334,613 at 4% or $223,075 at 6%.
201811$318,236$28,500$28,500iApproximate average salary by contribution assumption: employee only about $712,500 at 4% or $475,000 at 6%; with 50% employer match about $475,000 at 4% or $316,667 at 6%; with 100% employer match about $356,250 at 4% or $237,500 at 6%.
Kevin J Herring CPA Safe Harbor 401(K) Plan-1$318,236$28,500$28,500iApproximate average salary by contribution assumption: employee only about $712,500 at 4% or $475,000 at 6%; with 50% employer match about $475,000 at 4% or $316,667 at 6%; with 100% employer match about $356,250 at 4% or $237,500 at 6%.
201711$307,613$25,332$25,332iApproximate average salary by contribution assumption: employee only about $633,300 at 4% or $422,200 at 6%; with 50% employer match about $422,200 at 4% or $281,467 at 6%; with 100% employer match about $316,650 at 4% or $211,100 at 6%.
Kevin J Herring CPA Safe Harbor 401(K) Plan-1$307,613$25,332$25,332iApproximate average salary by contribution assumption: employee only about $633,300 at 4% or $422,200 at 6%; with 50% employer match about $422,200 at 4% or $281,467 at 6%; with 100% employer match about $316,650 at 4% or $211,100 at 6%.
201611$227,718$25,871$25,871iApproximate average salary by contribution assumption: employee only about $646,775 at 4% or $431,183 at 6%; with 50% employer match about $431,183 at 4% or $287,456 at 6%; with 100% employer match about $323,388 at 4% or $215,592 at 6%.
Kevin J Herring CPA Safe Harbor 401(K) Plan-1$227,718$25,871$25,871iApproximate average salary by contribution assumption: employee only about $646,775 at 4% or $431,183 at 6%; with 50% employer match about $431,183 at 4% or $287,456 at 6%; with 100% employer match about $323,388 at 4% or $215,592 at 6%.
201511$185,259$25,871$25,871iApproximate average salary by contribution assumption: employee only about $646,775 at 4% or $431,183 at 6%; with 50% employer match about $431,183 at 4% or $287,456 at 6%; with 100% employer match about $323,388 at 4% or $215,592 at 6%.
Kevin J Herring CPA Safe Harbor 401(K) Plan-1$185,259$25,871$25,871iApproximate average salary by contribution assumption: employee only about $646,775 at 4% or $431,183 at 6%; with 50% employer match about $431,183 at 4% or $287,456 at 6%; with 100% employer match about $323,388 at 4% or $215,592 at 6%.
201411$157,541$25,382$25,382iApproximate average salary by contribution assumption: employee only about $634,550 at 4% or $423,033 at 6%; with 50% employer match about $423,033 at 4% or $282,022 at 6%; with 100% employer match about $317,275 at 4% or $211,517 at 6%.
Kevin J Herring CPA Safe Harbor 401(K) Plan-1$157,541$25,382$25,382iApproximate average salary by contribution assumption: employee only about $634,550 at 4% or $423,033 at 6%; with 50% employer match about $423,033 at 4% or $282,022 at 6%; with 100% employer match about $317,275 at 4% or $211,517 at 6%.
201311$120,699$24,421$24,421iApproximate average salary by contribution assumption: employee only about $610,525 at 4% or $407,017 at 6%; with 50% employer match about $407,017 at 4% or $271,344 at 6%; with 100% employer match about $305,263 at 4% or $203,508 at 6%.
Kevin J Herring CPA Safe Harbor 401(K) Plan-1$120,699$24,421$24,421iApproximate average salary by contribution assumption: employee only about $610,525 at 4% or $407,017 at 6%; with 50% employer match about $407,017 at 4% or $271,344 at 6%; with 100% employer match about $305,263 at 4% or $203,508 at 6%.
201211$74,658$11,520$11,520iApproximate average salary by contribution assumption: employee only about $288,000 at 4% or $192,000 at 6%; with 50% employer match about $192,000 at 4% or $128,000 at 6%; with 100% employer match about $144,000 at 4% or $96,000 at 6%.
Kevin J Herring CPA Safe Harbor 401(K) Plan-1$74,658$11,520$11,520iApproximate average salary by contribution assumption: employee only about $288,000 at 4% or $192,000 at 6%; with 50% employer match about $192,000 at 4% or $128,000 at 6%; with 100% employer match about $144,000 at 4% or $96,000 at 6%.
201111$52,336$11,280$11,280iApproximate average salary by contribution assumption: employee only about $282,000 at 4% or $188,000 at 6%; with 50% employer match about $188,000 at 4% or $125,333 at 6%; with 100% employer match about $141,000 at 4% or $94,000 at 6%.
Kevin J Herring CPA Safe Harbor 401(K) Plan-1$52,336$11,280$11,280iApproximate average salary by contribution assumption: employee only about $282,000 at 4% or $188,000 at 6%; with 50% employer match about $188,000 at 4% or $125,333 at 6%; with 100% employer match about $141,000 at 4% or $94,000 at 6%.
201011$41,841$11,520$11,520iApproximate average salary by contribution assumption: employee only about $288,000 at 4% or $192,000 at 6%; with 50% employer match about $192,000 at 4% or $128,000 at 6%; with 100% employer match about $144,000 at 4% or $96,000 at 6%.
Kevin J Herring CPA Safe Harbor 401(K) Plan-1$41,841$11,520$11,520iApproximate average salary by contribution assumption: employee only about $288,000 at 4% or $192,000 at 6%; with 50% employer match about $192,000 at 4% or $128,000 at 6%; with 100% employer match about $144,000 at 4% or $96,000 at 6%.
200911$26,914$12,480$12,480iApproximate average salary by contribution assumption: employee only about $312,000 at 4% or $208,000 at 6%; with 50% employer match about $208,000 at 4% or $138,667 at 6%; with 100% employer match about $156,000 at 4% or $104,000 at 6%.
Kevin J Herring CPA Safe Harbor 401(K) Plan-1$26,914$12,480$12,480iApproximate average salary by contribution assumption: employee only about $312,000 at 4% or $208,000 at 6%; with 50% employer match about $208,000 at 4% or $138,667 at 6%; with 100% employer match about $156,000 at 4% or $104,000 at 6%.
200811$8,784$11,520$11,520iApproximate average salary by contribution assumption: employee only about $288,000 at 4% or $192,000 at 6%; with 50% employer match about $192,000 at 4% or $128,000 at 6%; with 100% employer match about $144,000 at 4% or $96,000 at 6%.
Kevin J Herring CPA Safe Harbor 401(K) Plan-1$8,784$11,520$11,520iApproximate average salary by contribution assumption: employee only about $288,000 at 4% or $192,000 at 6%; with 50% employer match about $192,000 at 4% or $128,000 at 6%; with 100% employer match about $144,000 at 4% or $96,000 at 6%.