Civic Intelligence

Herzog Associates

Plan context: Herzog Associates Defined Benefit Plan

EIN 22-2624758 • 20 filings • 3 plans

Current Snapshot

Latest Year

2008

2008 Participants

5

2008 Assets

$3,476,142

2008 Contributions

$288,809

Historical Graphs

Total Assets Over Time

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

$3,476,142$1,738,071$0199920032006YearValue
$3,476,142Latest year 2006

Participants Over Time

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

530199920032006YearValue
5Latest year 2006

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
200820$0$0-
Herzog Associates Defined Benefit Plan-0---
Herzog Associates Money Purchase Plan-0---
200720$0$0-
Herzog Associates Defined Benefit Plan-0---
Herzog Associates Money Purchase Plan-0---
200625$3,476,142$288,809$57,762iApproximate average salary by contribution assumption: employee only about $1,444,045 at 4% or $962,697 at 6%; with 50% employer match about $962,697 at 4% or $641,798 at 6%; with 100% employer match about $722,023 at 4% or $481,348 at 6%.
Herzog Associates Defined Benefit Plan-5$2,495,373$288,809$57,762iApproximate average salary by contribution assumption: employee only about $1,444,045 at 4% or $962,697 at 6%; with 50% employer match about $962,697 at 4% or $641,798 at 6%; with 100% employer match about $722,023 at 4% or $481,348 at 6%.
Herzog Associates Money Purchase Plan-4$980,769--
200525$2,830,899$246,212$49,242iApproximate average salary by contribution assumption: employee only about $1,231,060 at 4% or $820,707 at 6%; with 50% employer match about $820,707 at 4% or $547,138 at 6%; with 100% employer match about $615,530 at 4% or $410,353 at 6%.
Herzog Associates Defined Benefit Plan-5$1,938,369$246,212$49,242iApproximate average salary by contribution assumption: employee only about $1,231,060 at 4% or $820,707 at 6%; with 50% employer match about $820,707 at 4% or $547,138 at 6%; with 100% employer match about $615,530 at 4% or $410,353 at 6%.
Herzog Associates Money Purchase Plan-4$892,530--
200424$2,657,751$232,000$58,000iApproximate average salary by contribution assumption: employee only about $1,450,000 at 4% or $966,667 at 6%; with 50% employer match about $966,667 at 4% or $644,444 at 6%; with 100% employer match about $725,000 at 4% or $483,333 at 6%.
Herzog Associates Defined Benefit Plan-4$1,749,282$232,000$58,000iApproximate average salary by contribution assumption: employee only about $1,450,000 at 4% or $966,667 at 6%; with 50% employer match about $966,667 at 4% or $644,444 at 6%; with 100% employer match about $725,000 at 4% or $483,333 at 6%.
Herzog Associates Money Purchase Plan-4$908,469--
200323$2,370,524$377,400$125,800iApproximate average salary by contribution assumption: employee only about $3,145,000 at 4% or $2,096,667 at 6%; with 50% employer match about $2,096,667 at 4% or $1,397,778 at 6%; with 100% employer match about $1,572,500 at 4% or $1,048,333 at 6%.
Herzog Associates Defined Benefit Plan-3$1,476,257$377,400$125,800iApproximate average salary by contribution assumption: employee only about $3,145,000 at 4% or $2,096,667 at 6%; with 50% employer match about $2,096,667 at 4% or $1,397,778 at 6%; with 100% employer match about $1,572,500 at 4% or $1,048,333 at 6%.
Herzog Associates Money Purchase Plan-3$894,267--
200223$709,215$288,705$96,235iApproximate average salary by contribution assumption: employee only about $2,405,875 at 4% or $1,603,917 at 6%; with 50% employer match about $1,603,917 at 4% or $1,069,278 at 6%; with 100% employer match about $1,202,938 at 4% or $801,958 at 6%.
Herzog Associates Defined Benefit Plan-3$709,215$288,705$96,235iApproximate average salary by contribution assumption: employee only about $2,405,875 at 4% or $1,603,917 at 6%; with 50% employer match about $1,603,917 at 4% or $1,069,278 at 6%; with 100% employer match about $1,202,938 at 4% or $801,958 at 6%.
Herzog Associates Money Purchase Plan-3---
200124$0$0-
Herzog Associates Defined Benefit Plan-0---
Herzog Associates Money Purchase Plan-4---
200024$1,308,198$163,504$40,876iApproximate average salary by contribution assumption: employee only about $1,021,900 at 4% or $681,267 at 6%; with 50% employer match about $681,267 at 4% or $454,178 at 6%; with 100% employer match about $510,950 at 4% or $340,633 at 6%.
Herzog Associates Money Purchase Plan-4$912,257--
Herzog Associates Defined Benefit Plan-4$395,941$163,504$40,876iApproximate average salary by contribution assumption: employee only about $1,021,900 at 4% or $681,267 at 6%; with 50% employer match about $681,267 at 4% or $454,178 at 6%; with 100% employer match about $510,950 at 4% or $340,633 at 6%.
199924$1,373,972$115,242$28,811iApproximate average salary by contribution assumption: employee only about $720,263 at 4% or $480,175 at 6%; with 50% employer match about $480,175 at 4% or $320,117 at 6%; with 100% employer match about $360,131 at 4% or $240,088 at 6%.
Herzog Associates Money Purchase Plan-4$1,084,460$60,670$15,168iApproximate average salary by contribution assumption: employee only about $379,188 at 4% or $252,792 at 6%; with 50% employer match about $252,792 at 4% or $168,528 at 6%; with 100% employer match about $189,594 at 4% or $126,396 at 6%.
Herzog Associates Defined Benefit Plan-4$289,512$54,572$13,643iApproximate average salary by contribution assumption: employee only about $341,075 at 4% or $227,383 at 6%; with 50% employer match about $227,383 at 4% or $151,589 at 6%; with 100% employer match about $170,538 at 4% or $113,692 at 6%.