Civic Intelligence

Ira Hermann, Sole Proprietor

Plan context: Ira Hermann, Sole Proprietor Defined Benefit Pension Plan

EIN 33-0086372 • Newport Beach, CA • 20 filings • 3 plans

4695 Macarthur Court, Suite 1000Newport Beach, CA 92660
Current Snapshot

Latest Year

2023

2023 Participants

7

2023 Assets

$4,914,444

2023 Contributions

$725,948

Historical Graphs

Total Assets Over Time

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

$4,914,444$2,457,222$0201420192023YearValue
$4,914,444Latest year 2023

Participants Over Time

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

740201420192023YearValue
7Latest year 2023

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
202327$4,914,444$725,948$103,707iApproximate average salary by contribution assumption: employee only about $2,592,671 at 4% or $1,728,448 at 6%; with 50% employer match about $1,728,448 at 4% or $1,152,298 at 6%; with 100% employer match about $1,296,336 at 4% or $864,224 at 6%.
Ira Hermann, Sole Proprietor Defined Benefit Pension Plan-4$3,131,666$569,271$142,318iApproximate average salary by contribution assumption: employee only about $3,557,944 at 4% or $2,371,963 at 6%; with 50% employer match about $2,371,963 at 4% or $1,581,308 at 6%; with 100% employer match about $1,778,972 at 4% or $1,185,981 at 6%.
Ira Hermann 401(K) Profit Sharing Plan-7$1,782,778$156,677$22,382iApproximate average salary by contribution assumption: employee only about $559,561 at 4% or $373,040 at 6%; with 50% employer match about $373,040 at 4% or $248,694 at 6%; with 100% employer match about $279,780 at 4% or $186,520 at 6%.
202227$4,120,024$252,434$36,062iApproximate average salary by contribution assumption: employee only about $901,550 at 4% or $601,033 at 6%; with 50% employer match about $601,033 at 4% or $400,689 at 6%; with 100% employer match about $450,775 at 4% or $300,517 at 6%.
Ira Hermann, Sole Proprietor Defined Benefit Pension Plan-5$2,656,621$124,396$24,879iApproximate average salary by contribution assumption: employee only about $621,980 at 4% or $414,653 at 6%; with 50% employer match about $414,653 at 4% or $276,436 at 6%; with 100% employer match about $310,990 at 4% or $207,327 at 6%.
Ira Hermann 401(K) Profit Sharing Plan-7$1,463,403$128,038$18,291iApproximate average salary by contribution assumption: employee only about $457,279 at 4% or $304,852 at 6%; with 50% employer match about $304,852 at 4% or $203,235 at 6%; with 100% employer match about $228,639 at 4% or $152,426 at 6%.
202125$4,665,103$338,419$67,684iApproximate average salary by contribution assumption: employee only about $1,692,095 at 4% or $1,128,063 at 6%; with 50% employer match about $1,128,063 at 4% or $752,042 at 6%; with 100% employer match about $846,048 at 4% or $564,032 at 6%.
Ira Hermann, Sole Proprietor Defined Benefit Pension Plan-4$2,957,984$225,000$56,250iApproximate average salary by contribution assumption: employee only about $1,406,250 at 4% or $937,500 at 6%; with 50% employer match about $937,500 at 4% or $625,000 at 6%; with 100% employer match about $703,125 at 4% or $468,750 at 6%.
Ira Hermann 401(K) Profit Sharing Plan-5$1,707,119$113,419$22,684iApproximate average salary by contribution assumption: employee only about $567,095 at 4% or $378,063 at 6%; with 50% employer match about $378,063 at 4% or $252,042 at 6%; with 100% employer match about $283,548 at 4% or $189,032 at 6%.
202025$3,871,044$351,774$70,355iApproximate average salary by contribution assumption: employee only about $1,758,870 at 4% or $1,172,580 at 6%; with 50% employer match about $1,172,580 at 4% or $781,720 at 6%; with 100% employer match about $879,435 at 4% or $586,290 at 6%.
Ira Hermann, Sole Proprietor Defined Benefit Pension Plan-4$2,439,745$250,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
Ira Hermann 401(K) Profit Sharing Plan-5$1,431,299$101,774$20,355iApproximate average salary by contribution assumption: employee only about $508,870 at 4% or $339,247 at 6%; with 50% employer match about $339,247 at 4% or $226,164 at 6%; with 100% employer match about $254,435 at 4% or $169,623 at 6%.
201924$3,830,856$268,532$67,133iApproximate average salary by contribution assumption: employee only about $1,678,325 at 4% or $1,118,883 at 6%; with 50% employer match about $1,118,883 at 4% or $745,922 at 6%; with 100% employer match about $839,163 at 4% or $559,442 at 6%.
Ira Hermann, Sole Proprietor Defined Benefit Pension Plan-3$2,507,892$180,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Ira Hermann 401(K) Profit Sharing Plan-4$1,322,964$88,532$22,133iApproximate average salary by contribution assumption: employee only about $553,325 at 4% or $368,883 at 6%; with 50% employer match about $368,883 at 4% or $245,922 at 6%; with 100% employer match about $276,663 at 4% or $184,442 at 6%.
201825$2,986,380$702,206$140,441iApproximate average salary by contribution assumption: employee only about $3,511,030 at 4% or $2,340,687 at 6%; with 50% employer match about $2,340,687 at 4% or $1,560,458 at 6%; with 100% employer match about $1,755,515 at 4% or $1,170,343 at 6%.
Ira Hermann, Sole Proprietor Defined Benefit Pension Plan-3$1,950,357$600,000$200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%.
Ira Hermann 401(K) Profit Sharing Plan-5$1,036,023$102,206$20,441iApproximate average salary by contribution assumption: employee only about $511,030 at 4% or $340,687 at 6%; with 50% employer match about $340,687 at 4% or $227,124 at 6%; with 100% employer match about $255,515 at 4% or $170,343 at 6%.
201725$2,476,773$910,155$182,031iApproximate average salary by contribution assumption: employee only about $4,550,775 at 4% or $3,033,850 at 6%; with 50% employer match about $3,033,850 at 4% or $2,022,567 at 6%; with 100% employer match about $2,275,388 at 4% or $1,516,925 at 6%.
Ira Hermann, Sole Proprietor Defined Benefit Pension Plan-3$1,465,791$303,851$101,284iApproximate average salary by contribution assumption: employee only about $2,532,092 at 4% or $1,688,061 at 6%; with 50% employer match about $1,688,061 at 4% or $1,125,374 at 6%; with 100% employer match about $1,266,046 at 4% or $844,031 at 6%.
Ira Hermann 401(K) Profit Sharing Plan-5$1,010,982$606,304$121,261iApproximate average salary by contribution assumption: employee only about $3,031,520 at 4% or $2,021,013 at 6%; with 50% employer match about $2,021,013 at 4% or $1,347,342 at 6%; with 100% employer match about $1,515,760 at 4% or $1,010,507 at 6%.
201624$1,268,477$379,181$94,795iApproximate average salary by contribution assumption: employee only about $2,369,881 at 4% or $1,579,921 at 6%; with 50% employer match about $1,579,921 at 4% or $1,053,281 at 6%; with 100% employer match about $1,184,941 at 4% or $789,960 at 6%.
Ira Hermann, Sole Proprietor Defined Benefit Pension Plan-2$1,014,741$300,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
Ira Hermann 401(K) Profit Sharing Plan-4$253,736$79,181$19,795iApproximate average salary by contribution assumption: employee only about $494,881 at 4% or $329,921 at 6%; with 50% employer match about $329,921 at 4% or $219,947 at 6%; with 100% employer match about $247,441 at 4% or $164,960 at 6%.
201524$763,533$500,737$125,184iApproximate average salary by contribution assumption: employee only about $3,129,606 at 4% or $2,086,404 at 6%; with 50% employer match about $2,086,404 at 4% or $1,390,936 at 6%; with 100% employer match about $1,564,803 at 4% or $1,043,202 at 6%.
Ira Hermann, Sole Proprietor Defined Benefit Pension Plan-3$618,612$420,000$140,000iApproximate average salary by contribution assumption: employee only about $3,500,000 at 4% or $2,333,333 at 6%; with 50% employer match about $2,333,333 at 4% or $1,555,556 at 6%; with 100% employer match about $1,750,000 at 4% or $1,166,667 at 6%.
Ira Hermann 401(K) Profit Sharing Plan-4$144,921$80,737$20,184iApproximate average salary by contribution assumption: employee only about $504,606 at 4% or $336,404 at 6%; with 50% employer match about $336,404 at 4% or $224,269 at 6%; with 100% employer match about $252,303 at 4% or $168,202 at 6%.
201424$269,601$269,601$67,400iApproximate average salary by contribution assumption: employee only about $1,685,006 at 4% or $1,123,338 at 6%; with 50% employer match about $1,123,338 at 4% or $748,892 at 6%; with 100% employer match about $842,503 at 4% or $561,669 at 6%.
Ira Hermann, Sole Proprietor Defined Benefit Pension Plan-2$203,763$203,763$101,882iApproximate average salary by contribution assumption: employee only about $2,547,038 at 4% or $1,698,025 at 6%; with 50% employer match about $1,698,025 at 4% or $1,132,017 at 6%; with 100% employer match about $1,273,519 at 4% or $849,013 at 6%.
Ira Hermann 401(K) Profit Sharing Plan-4$65,838$65,838$16,460iApproximate average salary by contribution assumption: employee only about $411,488 at 4% or $274,325 at 6%; with 50% employer match about $274,325 at 4% or $182,883 at 6%; with 100% employer match about $205,744 at 4% or $137,163 at 6%.