Civic Intelligence

Steven M Herzberg MD

Plan context: Steven Herzberg Keogh Plan Uta Charles Schwab

EIN 22-2096620 • 17 filings • 2 plans

Current Snapshot

Latest Year

2016

2016 Participants

2

2016 Assets

$1,565,793

2016 Contributions

$4,717

Historical Graphs

Total Assets Over Time

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

$1,672,431$836,216$0200120092015YearValue
$1,565,793Latest year 2015

Participants Over Time

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

530200020082015YearValue
2Latest year 2015

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
201610$0$4,717-
Steven Herzberg Keogh Plan Uta Charles Schwab-0-$4,717-
201512$1,565,793$16,575$8,288iApproximate average salary by contribution assumption: employee only about $207,188 at 4% or $138,125 at 6%; with 50% employer match about $138,125 at 4% or $92,083 at 6%; with 100% employer match about $103,594 at 4% or $69,063 at 6%.
Steven Herzberg Keogh Plan Uta Charles Schwab-2$1,565,793$16,575$8,288iApproximate average salary by contribution assumption: employee only about $207,188 at 4% or $138,125 at 6%; with 50% employer match about $138,125 at 4% or $92,083 at 6%; with 100% employer match about $103,594 at 4% or $69,063 at 6%.
201412$1,664,742$16,007$8,004iApproximate average salary by contribution assumption: employee only about $200,088 at 4% or $133,392 at 6%; with 50% employer match about $133,392 at 4% or $88,928 at 6%; with 100% employer match about $100,044 at 4% or $66,696 at 6%.
Steven Herzberg Keogh Plan Uta Charles Schwab-2$1,664,742$16,007$8,004iApproximate average salary by contribution assumption: employee only about $200,088 at 4% or $133,392 at 6%; with 50% employer match about $133,392 at 4% or $88,928 at 6%; with 100% employer match about $100,044 at 4% or $66,696 at 6%.
201312$1,672,431$23,024$11,512iApproximate average salary by contribution assumption: employee only about $287,800 at 4% or $191,867 at 6%; with 50% employer match about $191,867 at 4% or $127,911 at 6%; with 100% employer match about $143,900 at 4% or $95,933 at 6%.
Steven Herzberg Keogh Plan Uta Charles Schwab-2$1,672,431$23,024$11,512iApproximate average salary by contribution assumption: employee only about $287,800 at 4% or $191,867 at 6%; with 50% employer match about $191,867 at 4% or $127,911 at 6%; with 100% employer match about $143,900 at 4% or $95,933 at 6%.
201212$1,578,965$17,402$8,701iApproximate average salary by contribution assumption: employee only about $217,525 at 4% or $145,017 at 6%; with 50% employer match about $145,017 at 4% or $96,678 at 6%; with 100% employer match about $108,763 at 4% or $72,508 at 6%.
Steven Herzberg Keogh Plan Uta Charles Schwab-2$1,578,965$17,402$8,701iApproximate average salary by contribution assumption: employee only about $217,525 at 4% or $145,017 at 6%; with 50% employer match about $145,017 at 4% or $96,678 at 6%; with 100% employer match about $108,763 at 4% or $72,508 at 6%.
201112$1,501,910$20,196$10,098iApproximate average salary by contribution assumption: employee only about $252,450 at 4% or $168,300 at 6%; with 50% employer match about $168,300 at 4% or $112,200 at 6%; with 100% employer match about $126,225 at 4% or $84,150 at 6%.
Steven Herzberg Keogh Plan Uta Charles Schwab-2$1,501,910$20,196$10,098iApproximate average salary by contribution assumption: employee only about $252,450 at 4% or $168,300 at 6%; with 50% employer match about $168,300 at 4% or $112,200 at 6%; with 100% employer match about $126,225 at 4% or $84,150 at 6%.
201013$1,369,150$29,023$9,674iApproximate average salary by contribution assumption: employee only about $241,858 at 4% or $161,239 at 6%; with 50% employer match about $161,239 at 4% or $107,493 at 6%; with 100% employer match about $120,929 at 4% or $80,619 at 6%.
Steven Herzberg Keogh Plan Uta Charles Schwab-3$1,369,150$29,023$9,674iApproximate average salary by contribution assumption: employee only about $241,858 at 4% or $161,239 at 6%; with 50% employer match about $161,239 at 4% or $107,493 at 6%; with 100% employer match about $120,929 at 4% or $80,619 at 6%.
200913$1,306,149$21,296$7,099iApproximate average salary by contribution assumption: employee only about $177,467 at 4% or $118,311 at 6%; with 50% employer match about $118,311 at 4% or $78,874 at 6%; with 100% employer match about $88,733 at 4% or $59,156 at 6%.
Steven Herzberg Keogh Plan Uta Charles Schwab-3$1,306,149$21,296$7,099iApproximate average salary by contribution assumption: employee only about $177,467 at 4% or $118,311 at 6%; with 50% employer match about $118,311 at 4% or $78,874 at 6%; with 100% employer match about $88,733 at 4% or $59,156 at 6%.
200813$1,113,959$18,973$6,324iApproximate average salary by contribution assumption: employee only about $158,108 at 4% or $105,406 at 6%; with 50% employer match about $105,406 at 4% or $70,270 at 6%; with 100% employer match about $79,054 at 4% or $52,703 at 6%.
Steven Herzberg Keogh Plan Uta Charles Schwab-3$1,113,959$18,973$6,324iApproximate average salary by contribution assumption: employee only about $158,108 at 4% or $105,406 at 6%; with 50% employer match about $105,406 at 4% or $70,270 at 6%; with 100% employer match about $79,054 at 4% or $52,703 at 6%.
200713$0$0-
Steven Herzberg Keogh Plan Uta Charles Schwab-3---
200613$1,388,107$18,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Steven Herzberg Keogh Plan Uta Charles Schwab-3$1,388,107$18,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
200514$1,261,045$15,164$3,791iApproximate average salary by contribution assumption: employee only about $94,775 at 4% or $63,183 at 6%; with 50% employer match about $63,183 at 4% or $42,122 at 6%; with 100% employer match about $47,388 at 4% or $31,592 at 6%.
Steven Herzberg Keogh Plan Uta Charles Schwab-4$1,261,045$15,164$3,791iApproximate average salary by contribution assumption: employee only about $94,775 at 4% or $63,183 at 6%; with 50% employer match about $63,183 at 4% or $42,122 at 6%; with 100% employer match about $47,388 at 4% or $31,592 at 6%.
200413$1,310,346$17,152$5,717iApproximate average salary by contribution assumption: employee only about $142,933 at 4% or $95,289 at 6%; with 50% employer match about $95,289 at 4% or $63,526 at 6%; with 100% employer match about $71,467 at 4% or $47,644 at 6%.
Steven Herzberg Keogh Plan Uta Charles Schwab-3$1,310,346$17,152$5,717iApproximate average salary by contribution assumption: employee only about $142,933 at 4% or $95,289 at 6%; with 50% employer match about $95,289 at 4% or $63,526 at 6%; with 100% employer match about $71,467 at 4% or $47,644 at 6%.
200315$1,131,674$21,110$4,222iApproximate average salary by contribution assumption: employee only about $105,550 at 4% or $70,367 at 6%; with 50% employer match about $70,367 at 4% or $46,911 at 6%; with 100% employer match about $52,775 at 4% or $35,183 at 6%.
Steven Herzberg Keogh Plan Uta Charles Schwab-5$1,131,674$21,110$4,222iApproximate average salary by contribution assumption: employee only about $105,550 at 4% or $70,367 at 6%; with 50% employer match about $70,367 at 4% or $46,911 at 6%; with 100% employer match about $52,775 at 4% or $35,183 at 6%.
200210$944,215$11,053-
Steven Herzberg Keogh Plan Uta Charles Schwab-0$944,215$11,053-
200114$907,427$22,302$5,576iApproximate average salary by contribution assumption: employee only about $139,388 at 4% or $92,925 at 6%; with 50% employer match about $92,925 at 4% or $61,950 at 6%; with 100% employer match about $69,694 at 4% or $46,463 at 6%.
Steven Herzberg Keogh Plan Uta Charles Schwab-4$907,427$22,302$5,576iApproximate average salary by contribution assumption: employee only about $139,388 at 4% or $92,925 at 6%; with 50% employer match about $92,925 at 4% or $61,950 at 6%; with 100% employer match about $69,694 at 4% or $46,463 at 6%.
200014$0$0-
Steven Herzberg Keogh Plan Uta Charles Schwab-4---