Civic Intelligence

Phillip M Herres

Plan context: Profit Sharing Plan

EIN 31-0981537 • 9 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

4

2008 Assets

$916,223

2008 Contributions

$53,364

Historical Graphs

Total Assets Over Time

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

$916,223$458,112$0200120042006YearValue
$916,223Latest year 2006

Participants Over Time

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

530200120042007YearValue
4Latest year 2007

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
200810$0$0-
Profit Sharing Plan-0---
200714$0$0-
Profit Sharing Plan-4---
200614$916,223$53,364$13,341iApproximate average salary by contribution assumption: employee only about $333,525 at 4% or $222,350 at 6%; with 50% employer match about $222,350 at 4% or $148,233 at 6%; with 100% employer match about $166,763 at 4% or $111,175 at 6%.
Profit Sharing Plan-4$916,223$53,364$13,341iApproximate average salary by contribution assumption: employee only about $333,525 at 4% or $222,350 at 6%; with 50% employer match about $222,350 at 4% or $148,233 at 6%; with 100% employer match about $166,763 at 4% or $111,175 at 6%.
200514$768,417$54,518$13,630iApproximate average salary by contribution assumption: employee only about $340,738 at 4% or $227,158 at 6%; with 50% employer match about $227,158 at 4% or $151,439 at 6%; with 100% employer match about $170,369 at 4% or $113,579 at 6%.
Profit Sharing Plan-4$768,417$54,518$13,630iApproximate average salary by contribution assumption: employee only about $340,738 at 4% or $227,158 at 6%; with 50% employer match about $227,158 at 4% or $151,439 at 6%; with 100% employer match about $170,369 at 4% or $113,579 at 6%.
200414$682,814$59,964$14,991iApproximate average salary by contribution assumption: employee only about $374,775 at 4% or $249,850 at 6%; with 50% employer match about $249,850 at 4% or $166,567 at 6%; with 100% employer match about $187,388 at 4% or $124,925 at 6%.
Profit Sharing Plan-4$682,814$59,964$14,991iApproximate average salary by contribution assumption: employee only about $374,775 at 4% or $249,850 at 6%; with 50% employer match about $249,850 at 4% or $166,567 at 6%; with 100% employer match about $187,388 at 4% or $124,925 at 6%.
200314$657,942$63,376$15,844iApproximate average salary by contribution assumption: employee only about $396,100 at 4% or $264,067 at 6%; with 50% employer match about $264,067 at 4% or $176,044 at 6%; with 100% employer match about $198,050 at 4% or $132,033 at 6%.
Profit Sharing Plan-4$657,942$63,376$15,844iApproximate average salary by contribution assumption: employee only about $396,100 at 4% or $264,067 at 6%; with 50% employer match about $264,067 at 4% or $176,044 at 6%; with 100% employer match about $198,050 at 4% or $132,033 at 6%.
200215$491,344$0-
Profit Sharing Plan-5$491,344--
200115$533,211$25,146$5,029iApproximate average salary by contribution assumption: employee only about $125,730 at 4% or $83,820 at 6%; with 50% employer match about $83,820 at 4% or $55,880 at 6%; with 100% employer match about $62,865 at 4% or $41,910 at 6%.
Profit Sharing Plan-5$533,211$25,146$5,029iApproximate average salary by contribution assumption: employee only about $125,730 at 4% or $83,820 at 6%; with 50% employer match about $83,820 at 4% or $55,880 at 6%; with 100% employer match about $62,865 at 4% or $41,910 at 6%.
200010$0$0-
Profit Sharing Plan-0---
Phillip M Herres | EIN 31-0981537 | 2008 Form 5500 Company Profile