Civic Intelligence

Herold and Haines, P.A.

Plan context: Herold and Haines Employees Savings Plan

EIN 22-2722238 • 31 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

27

2024 Assets

$29,420,099

2024 Contributions

$712,682

Historical Graphs

Total Assets Over Time

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

$29,420,099$14,710,050$0199920132024YearValue
$29,420,099Latest year 2024

Participants Over Time

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

47240199920122024YearValue
27Latest 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
2024127$29,420,099$712,682$26,396iApproximate average salary by contribution assumption: employee only about $659,891 at 4% or $439,927 at 6%; with 50% employer match about $439,927 at 4% or $293,285 at 6%; with 100% employer match about $329,945 at 4% or $219,964 at 6%.
Herold and Haines Employees Savings Plan-27$29,420,099$712,682$26,396iApproximate average salary by contribution assumption: employee only about $659,891 at 4% or $439,927 at 6%; with 50% employer match about $439,927 at 4% or $293,285 at 6%; with 100% employer match about $329,945 at 4% or $219,964 at 6%.
2023125$25,611,124$665,292$26,612iApproximate average salary by contribution assumption: employee only about $665,292 at 4% or $443,528 at 6%; with 50% employer match about $443,528 at 4% or $295,685 at 6%; with 100% employer match about $332,646 at 4% or $221,764 at 6%.
Herold and Haines Employees Savings Plan-25$25,611,124$665,292$26,612iApproximate average salary by contribution assumption: employee only about $665,292 at 4% or $443,528 at 6%; with 50% employer match about $443,528 at 4% or $295,685 at 6%; with 100% employer match about $332,646 at 4% or $221,764 at 6%.
2022124$20,970,747$656,281$27,345iApproximate average salary by contribution assumption: employee only about $683,626 at 4% or $455,751 at 6%; with 50% employer match about $455,751 at 4% or $303,834 at 6%; with 100% employer match about $341,813 at 4% or $227,875 at 6%.
Herold and Haines Employees Savings Plan-24$20,970,747$656,281$27,345iApproximate average salary by contribution assumption: employee only about $683,626 at 4% or $455,751 at 6%; with 50% employer match about $455,751 at 4% or $303,834 at 6%; with 100% employer match about $341,813 at 4% or $227,875 at 6%.
2021126$27,690,831$691,759$26,606iApproximate average salary by contribution assumption: employee only about $665,153 at 4% or $443,435 at 6%; with 50% employer match about $443,435 at 4% or $295,624 at 6%; with 100% employer match about $332,576 at 4% or $221,718 at 6%.
Herold and Haines Employees Savings Plan-26$27,690,831$691,759$26,606iApproximate average salary by contribution assumption: employee only about $665,153 at 4% or $443,435 at 6%; with 50% employer match about $443,435 at 4% or $295,624 at 6%; with 100% employer match about $332,576 at 4% or $221,718 at 6%.
2020125$24,120,006$723,109$28,924iApproximate average salary by contribution assumption: employee only about $723,109 at 4% or $482,073 at 6%; with 50% employer match about $482,073 at 4% or $321,382 at 6%; with 100% employer match about $361,555 at 4% or $241,036 at 6%.
Herold and Haines Employees Savings Plan-25$24,120,006$723,109$28,924iApproximate average salary by contribution assumption: employee only about $723,109 at 4% or $482,073 at 6%; with 50% employer match about $482,073 at 4% or $321,382 at 6%; with 100% employer match about $361,555 at 4% or $241,036 at 6%.
2019128$23,950,426$550,475$19,660iApproximate average salary by contribution assumption: employee only about $491,496 at 4% or $327,664 at 6%; with 50% employer match about $327,664 at 4% or $218,442 at 6%; with 100% employer match about $245,748 at 4% or $163,832 at 6%.
Herold and Haines Employees Savings Plan-28$23,950,426$550,475$19,660iApproximate average salary by contribution assumption: employee only about $491,496 at 4% or $327,664 at 6%; with 50% employer match about $327,664 at 4% or $218,442 at 6%; with 100% employer match about $245,748 at 4% or $163,832 at 6%.
2018129$20,416,416$1,776,805$61,269iApproximate average salary by contribution assumption: employee only about $1,531,728 at 4% or $1,021,152 at 6%; with 50% employer match about $1,021,152 at 4% or $680,768 at 6%; with 100% employer match about $765,864 at 4% or $510,576 at 6%.
Herold and Haines Employees Savings Plan-29$20,416,416$1,776,805$61,269iApproximate average salary by contribution assumption: employee only about $1,531,728 at 4% or $1,021,152 at 6%; with 50% employer match about $1,021,152 at 4% or $680,768 at 6%; with 100% employer match about $765,864 at 4% or $510,576 at 6%.
2017128$21,633,542$513,787$18,350iApproximate average salary by contribution assumption: employee only about $458,738 at 4% or $305,826 at 6%; with 50% employer match about $305,826 at 4% or $203,884 at 6%; with 100% employer match about $229,369 at 4% or $152,913 at 6%.
Herold and Haines Employees Savings Plan-28$21,633,542$513,787$18,350iApproximate average salary by contribution assumption: employee only about $458,738 at 4% or $305,826 at 6%; with 50% employer match about $305,826 at 4% or $203,884 at 6%; with 100% employer match about $229,369 at 4% or $152,913 at 6%.
2016130$18,523,774$1,492,998$49,767iApproximate average salary by contribution assumption: employee only about $1,244,165 at 4% or $829,443 at 6%; with 50% employer match about $829,443 at 4% or $552,962 at 6%; with 100% employer match about $622,083 at 4% or $414,722 at 6%.
Herold and Haines Employees Savings Plan-30$18,523,774$1,492,998$49,767iApproximate average salary by contribution assumption: employee only about $1,244,165 at 4% or $829,443 at 6%; with 50% employer match about $829,443 at 4% or $552,962 at 6%; with 100% employer match about $622,083 at 4% or $414,722 at 6%.
2015125$15,887,875$773,839$30,954iApproximate average salary by contribution assumption: employee only about $773,839 at 4% or $515,893 at 6%; with 50% employer match about $515,893 at 4% or $343,928 at 6%; with 100% employer match about $386,920 at 4% or $257,946 at 6%.
Herold and Haines Employees Savings Plan-25$15,887,875$773,839$30,954iApproximate average salary by contribution assumption: employee only about $773,839 at 4% or $515,893 at 6%; with 50% employer match about $515,893 at 4% or $343,928 at 6%; with 100% employer match about $386,920 at 4% or $257,946 at 6%.
2014122$15,814,364$460,750$20,943iApproximate average salary by contribution assumption: employee only about $523,580 at 4% or $349,053 at 6%; with 50% employer match about $349,053 at 4% or $232,702 at 6%; with 100% employer match about $261,790 at 4% or $174,527 at 6%.
Herold and Haines Employees Savings Plan-22$15,814,364$460,750$20,943iApproximate average salary by contribution assumption: employee only about $523,580 at 4% or $349,053 at 6%; with 50% employer match about $349,053 at 4% or $232,702 at 6%; with 100% employer match about $261,790 at 4% or $174,527 at 6%.
2013124$16,568,805$511,560$21,315iApproximate average salary by contribution assumption: employee only about $532,875 at 4% or $355,250 at 6%; with 50% employer match about $355,250 at 4% or $236,833 at 6%; with 100% employer match about $266,438 at 4% or $177,625 at 6%.
Herold and Haines Employees Savings Plan-24$16,568,805$511,560$21,315iApproximate average salary by contribution assumption: employee only about $532,875 at 4% or $355,250 at 6%; with 50% employer match about $355,250 at 4% or $236,833 at 6%; with 100% employer match about $266,438 at 4% or $177,625 at 6%.
2012132$15,600,883$609,672$19,052iApproximate average salary by contribution assumption: employee only about $476,306 at 4% or $317,538 at 6%; with 50% employer match about $317,538 at 4% or $211,692 at 6%; with 100% employer match about $238,153 at 4% or $158,769 at 6%.
Herold and Haines Employees Savings Plan-32$15,600,883$609,672$19,052iApproximate average salary by contribution assumption: employee only about $476,306 at 4% or $317,538 at 6%; with 50% employer match about $317,538 at 4% or $211,692 at 6%; with 100% employer match about $238,153 at 4% or $158,769 at 6%.
2011130$14,576,463$662,361$22,079iApproximate average salary by contribution assumption: employee only about $551,968 at 4% or $367,978 at 6%; with 50% employer match about $367,978 at 4% or $245,319 at 6%; with 100% employer match about $275,984 at 4% or $183,989 at 6%.
Herold and Haines Employees Savings Plan-30$14,576,463$662,361$22,079iApproximate average salary by contribution assumption: employee only about $551,968 at 4% or $367,978 at 6%; with 50% employer match about $367,978 at 4% or $245,319 at 6%; with 100% employer match about $275,984 at 4% or $183,989 at 6%.
2010135$14,856,890$839,891$23,997iApproximate average salary by contribution assumption: employee only about $599,922 at 4% or $399,948 at 6%; with 50% employer match about $399,948 at 4% or $266,632 at 6%; with 100% employer match about $299,961 at 4% or $199,974 at 6%.
Herold and Haines Employees Savings Plan-35$14,856,890$839,891$23,997iApproximate average salary by contribution assumption: employee only about $599,922 at 4% or $399,948 at 6%; with 50% employer match about $399,948 at 4% or $266,632 at 6%; with 100% employer match about $299,961 at 4% or $199,974 at 6%.
2009143$13,121,068$905,430$21,057iApproximate average salary by contribution assumption: employee only about $526,413 at 4% or $350,942 at 6%; with 50% employer match about $350,942 at 4% or $233,961 at 6%; with 100% employer match about $263,206 at 4% or $175,471 at 6%.
Herold and Haines Employees Savings Plan-43$13,121,068$905,430$21,057iApproximate average salary by contribution assumption: employee only about $526,413 at 4% or $350,942 at 6%; with 50% employer match about $350,942 at 4% or $233,961 at 6%; with 100% employer match about $263,206 at 4% or $175,471 at 6%.
2008147$11,234,807$926,141$19,705iApproximate average salary by contribution assumption: employee only about $492,628 at 4% or $328,419 at 6%; with 50% employer match about $328,419 at 4% or $218,946 at 6%; with 100% employer match about $246,314 at 4% or $164,209 at 6%.
Herold and Haines Employees Savings Plan-47$11,234,807$926,141$19,705iApproximate average salary by contribution assumption: employee only about $492,628 at 4% or $328,419 at 6%; with 50% employer match about $328,419 at 4% or $218,946 at 6%; with 100% employer match about $246,314 at 4% or $164,209 at 6%.
2007144$0$0-
Herold and Haines Employees Savings Plan-44---
2006141$13,382,009$898,599$21,917iApproximate average salary by contribution assumption: employee only about $547,926 at 4% or $365,284 at 6%; with 50% employer match about $365,284 at 4% or $243,523 at 6%; with 100% employer match about $273,963 at 4% or $182,642 at 6%.
Herold and Haines Employees Savings Plan-41$13,382,009$898,599$21,917iApproximate average salary by contribution assumption: employee only about $547,926 at 4% or $365,284 at 6%; with 50% employer match about $365,284 at 4% or $243,523 at 6%; with 100% employer match about $273,963 at 4% or $182,642 at 6%.
2005141$11,463,456$984,246$24,006iApproximate average salary by contribution assumption: employee only about $600,150 at 4% or $400,100 at 6%; with 50% employer match about $400,100 at 4% or $266,733 at 6%; with 100% employer match about $300,075 at 4% or $200,050 at 6%.
Herold and Haines Employees Savings Plan-41$11,463,456$984,246$24,006iApproximate average salary by contribution assumption: employee only about $600,150 at 4% or $400,100 at 6%; with 50% employer match about $400,100 at 4% or $266,733 at 6%; with 100% employer match about $300,075 at 4% or $200,050 at 6%.
2004140$11,110,639$847,395$21,185iApproximate average salary by contribution assumption: employee only about $529,622 at 4% or $353,081 at 6%; with 50% employer match about $353,081 at 4% or $235,388 at 6%; with 100% employer match about $264,811 at 4% or $176,541 at 6%.
Herold and Haines Employees Savings Plan-40$11,110,639$847,395$21,185iApproximate average salary by contribution assumption: employee only about $529,622 at 4% or $353,081 at 6%; with 50% employer match about $353,081 at 4% or $235,388 at 6%; with 100% employer match about $264,811 at 4% or $176,541 at 6%.
2003239$9,214,464$851,471$21,833iApproximate average salary by contribution assumption: employee only about $545,815 at 4% or $363,876 at 6%; with 50% employer match about $363,876 at 4% or $242,584 at 6%; with 100% employer match about $272,907 at 4% or $181,938 at 6%.
Herold and Haines Employees Savings Plan-39$9,214,464$699,165$17,927iApproximate average salary by contribution assumption: employee only about $448,183 at 4% or $298,788 at 6%; with 50% employer match about $298,788 at 4% or $199,192 at 6%; with 100% employer match about $224,091 at 4% or $149,394 at 6%.
Herold and Haines Employees Pension Plan-0-$152,306-
2002238$6,761,477$576,019$15,158iApproximate average salary by contribution assumption: employee only about $378,960 at 4% or $252,640 at 6%; with 50% employer match about $252,640 at 4% or $168,427 at 6%; with 100% employer match about $189,480 at 4% or $126,320 at 6%.
Herold and Haines Employees Savings Plan-38$4,334,110$426,618$11,227iApproximate average salary by contribution assumption: employee only about $280,670 at 4% or $187,113 at 6%; with 50% employer match about $187,113 at 4% or $124,742 at 6%; with 100% employer match about $140,335 at 4% or $93,557 at 6%.
Herold and Haines Employees Pension Plan-38$2,427,367$149,401$3,932iApproximate average salary by contribution assumption: employee only about $98,290 at 4% or $65,527 at 6%; with 50% employer match about $65,527 at 4% or $43,685 at 6%; with 100% employer match about $49,145 at 4% or $32,763 at 6%.
2001239$0$0-
Herold and Haines Employees Pension Plan-39---
Herold and Haines Employees Savings Plan-39---
2000237$7,404,859$466,645$12,612iApproximate average salary by contribution assumption: employee only about $315,301 at 4% or $210,200 at 6%; with 50% employer match about $210,200 at 4% or $140,134 at 6%; with 100% employer match about $157,650 at 4% or $105,100 at 6%.
Herold and Haines Employees Savings Plan-37$4,827,813$343,764$9,291iApproximate average salary by contribution assumption: employee only about $232,273 at 4% or $154,849 at 6%; with 50% employer match about $154,849 at 4% or $103,232 at 6%; with 100% employer match about $116,136 at 4% or $77,424 at 6%.
Herold and Haines Employees Pension Plan-37$2,577,046$122,881$3,321iApproximate average salary by contribution assumption: employee only about $83,028 at 4% or $55,352 at 6%; with 50% employer match about $55,352 at 4% or $36,901 at 6%; with 100% employer match about $41,514 at 4% or $27,676 at 6%.
1999233$7,128,670$430,523$13,046iApproximate average salary by contribution assumption: employee only about $326,154 at 4% or $217,436 at 6%; with 50% employer match about $217,436 at 4% or $144,957 at 6%; with 100% employer match about $163,077 at 4% or $108,718 at 6%.
Herold and Haines Employees Savings Plan-33$4,673,730$321,178$9,733iApproximate average salary by contribution assumption: employee only about $243,317 at 4% or $162,211 at 6%; with 50% employer match about $162,211 at 4% or $108,141 at 6%; with 100% employer match about $121,658 at 4% or $81,106 at 6%.
Herold and Haines Employees Pension Plan-33$2,454,940$109,345$3,313iApproximate average salary by contribution assumption: employee only about $82,837 at 4% or $55,225 at 6%; with 50% employer match about $55,225 at 4% or $36,816 at 6%; with 100% employer match about $41,419 at 4% or $27,612 at 6%.