S S Herron & Associates Inc
Plan context: S S Herron & Associates Inc 401K Profit Sharing Plan
EIN 33-0328511 • Irvine, CA • 30 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
20
2024 Assets
$4,604,074
2024 Contributions
$83,309
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 20 | $4,604,074 | $83,309 | $4,165iApproximate average salary by contribution assumption: employee only about $104,136 at 4% or $69,424 at 6%; with 50% employer match about $69,424 at 4% or $46,283 at 6%; with 100% employer match about $52,068 at 4% or $34,712 at 6%. |
| S S Herron & Associates Inc 401K Profit Sharing Plan | - | 20 | $4,604,074 | $83,309 | $4,165iApproximate average salary by contribution assumption: employee only about $104,136 at 4% or $69,424 at 6%; with 50% employer match about $69,424 at 4% or $46,283 at 6%; with 100% employer match about $52,068 at 4% or $34,712 at 6%. |
| 2023 | 1 | 19 | $4,070,190 | $381,370 | $20,072iApproximate average salary by contribution assumption: employee only about $501,803 at 4% or $334,535 at 6%; with 50% employer match about $334,535 at 4% or $223,023 at 6%; with 100% employer match about $250,901 at 4% or $167,268 at 6%. |
| S S Herron & Associates Inc 401K Profit Sharing Plan | - | 19 | $4,070,190 | $381,370 | $20,072iApproximate average salary by contribution assumption: employee only about $501,803 at 4% or $334,535 at 6%; with 50% employer match about $334,535 at 4% or $223,023 at 6%; with 100% employer match about $250,901 at 4% or $167,268 at 6%. |
| 2022 | 1 | 18 | $3,924,763 | $81,728 | $4,540iApproximate average salary by contribution assumption: employee only about $113,511 at 4% or $75,674 at 6%; with 50% employer match about $75,674 at 4% or $50,449 at 6%; with 100% employer match about $56,756 at 4% or $37,837 at 6%. |
| S S Herron & Associates Inc 401K Profit Sharing Plan | - | 18 | $3,924,763 | $81,728 | $4,540iApproximate average salary by contribution assumption: employee only about $113,511 at 4% or $75,674 at 6%; with 50% employer match about $75,674 at 4% or $50,449 at 6%; with 100% employer match about $56,756 at 4% or $37,837 at 6%. |
| 2021 | 1 | 18 | $4,582,897 | $104,613 | $5,812iApproximate average salary by contribution assumption: employee only about $145,296 at 4% or $96,864 at 6%; with 50% employer match about $96,864 at 4% or $64,576 at 6%; with 100% employer match about $72,648 at 4% or $48,432 at 6%. |
| S S Herron & Associates Inc 401K Profit Sharing Plan | - | 18 | $4,582,897 | $104,613 | $5,812iApproximate average salary by contribution assumption: employee only about $145,296 at 4% or $96,864 at 6%; with 50% employer match about $96,864 at 4% or $64,576 at 6%; with 100% employer match about $72,648 at 4% or $48,432 at 6%. |
| 2020 | 1 | 20 | $4,249,438 | $85,399 | $4,270iApproximate average salary by contribution assumption: employee only about $106,749 at 4% or $71,166 at 6%; with 50% employer match about $71,166 at 4% or $47,444 at 6%; with 100% employer match about $53,374 at 4% or $35,583 at 6%. |
| S S Herron & Associates Inc 401K Profit Sharing Plan | - | 20 | $4,249,438 | $85,399 | $4,270iApproximate average salary by contribution assumption: employee only about $106,749 at 4% or $71,166 at 6%; with 50% employer match about $71,166 at 4% or $47,444 at 6%; with 100% employer match about $53,374 at 4% or $35,583 at 6%. |
| 2019 | 1 | 22 | $4,433,548 | $106,421 | $4,837iApproximate average salary by contribution assumption: employee only about $120,933 at 4% or $80,622 at 6%; with 50% employer match about $80,622 at 4% or $53,748 at 6%; with 100% employer match about $60,466 at 4% or $40,311 at 6%. |
| S S Herron & Associates Inc 401K Profit Sharing Plan | - | 22 | $4,433,548 | $106,421 | $4,837iApproximate average salary by contribution assumption: employee only about $120,933 at 4% or $80,622 at 6%; with 50% employer match about $80,622 at 4% or $53,748 at 6%; with 100% employer match about $60,466 at 4% or $40,311 at 6%. |
| 2018 | 1 | 23 | $4,068,664 | $133,717 | $5,814iApproximate average salary by contribution assumption: employee only about $145,345 at 4% or $96,896 at 6%; with 50% employer match about $96,896 at 4% or $64,598 at 6%; with 100% employer match about $72,672 at 4% or $48,448 at 6%. |
| S S Herron & Associates Inc 401K Profit Sharing Plan | - | 23 | $4,068,664 | $133,717 | $5,814iApproximate average salary by contribution assumption: employee only about $145,345 at 4% or $96,896 at 6%; with 50% employer match about $96,896 at 4% or $64,598 at 6%; with 100% employer match about $72,672 at 4% or $48,448 at 6%. |
| 2017 | 1 | 25 | $4,296,338 | $138,018 | $5,521iApproximate average salary by contribution assumption: employee only about $138,018 at 4% or $92,012 at 6%; with 50% employer match about $92,012 at 4% or $61,341 at 6%; with 100% employer match about $69,009 at 4% or $46,006 at 6%. |
| S S Herron & Associates Inc 401K Profit Sharing Plan | - | 25 | $4,296,338 | $138,018 | $5,521iApproximate average salary by contribution assumption: employee only about $138,018 at 4% or $92,012 at 6%; with 50% employer match about $92,012 at 4% or $61,341 at 6%; with 100% employer match about $69,009 at 4% or $46,006 at 6%. |
| 2016 | 1 | 26 | $3,885,756 | $141,237 | $5,432iApproximate average salary by contribution assumption: employee only about $135,805 at 4% or $90,537 at 6%; with 50% employer match about $90,537 at 4% or $60,358 at 6%; with 100% employer match about $67,902 at 4% or $45,268 at 6%. |
| S S Herron & Associates Inc 401K Profit Sharing Plan | - | 26 | $3,885,756 | $141,237 | $5,432iApproximate average salary by contribution assumption: employee only about $135,805 at 4% or $90,537 at 6%; with 50% employer match about $90,537 at 4% or $60,358 at 6%; with 100% employer match about $67,902 at 4% or $45,268 at 6%. |
| 2015 | 1 | 26 | $3,571,541 | $142,489 | $5,480iApproximate average salary by contribution assumption: employee only about $137,009 at 4% or $91,339 at 6%; with 50% employer match about $91,339 at 4% or $60,893 at 6%; with 100% employer match about $68,504 at 4% or $45,670 at 6%. |
| S S Herron & Associates Inc 401K Profit Sharing Plan | - | 26 | $3,571,541 | $142,489 | $5,480iApproximate average salary by contribution assumption: employee only about $137,009 at 4% or $91,339 at 6%; with 50% employer match about $91,339 at 4% or $60,893 at 6%; with 100% employer match about $68,504 at 4% or $45,670 at 6%. |
| 2014 | 1 | 29 | $3,564,851 | $170,476 | $5,878iApproximate average salary by contribution assumption: employee only about $146,962 at 4% or $97,975 at 6%; with 50% employer match about $97,975 at 4% or $65,316 at 6%; with 100% employer match about $73,481 at 4% or $48,987 at 6%. |
| S S Herron & Associates Inc 401K Profit Sharing Plan | - | 29 | $3,564,851 | $170,476 | $5,878iApproximate average salary by contribution assumption: employee only about $146,962 at 4% or $97,975 at 6%; with 50% employer match about $97,975 at 4% or $65,316 at 6%; with 100% employer match about $73,481 at 4% or $48,987 at 6%. |
| 2013 | 1 | 31 | $3,507,077 | $181,471 | $5,854iApproximate average salary by contribution assumption: employee only about $146,348 at 4% or $97,565 at 6%; with 50% employer match about $97,565 at 4% or $65,043 at 6%; with 100% employer match about $73,174 at 4% or $48,783 at 6%. |
| S S Herron & Associates Inc 401K Profit Sharing Plan | - | 31 | $3,507,077 | $181,471 | $5,854iApproximate average salary by contribution assumption: employee only about $146,348 at 4% or $97,565 at 6%; with 50% employer match about $97,565 at 4% or $65,043 at 6%; with 100% employer match about $73,174 at 4% or $48,783 at 6%. |
| 2012 | 1 | 33 | $2,947,583 | $227,752 | $6,902iApproximate average salary by contribution assumption: employee only about $172,539 at 4% or $115,026 at 6%; with 50% employer match about $115,026 at 4% or $76,684 at 6%; with 100% employer match about $86,270 at 4% or $57,513 at 6%. |
| S S Herron & Associates Inc 401K Profit Sharing Plan | - | 33 | $2,947,583 | $227,752 | $6,902iApproximate average salary by contribution assumption: employee only about $172,539 at 4% or $115,026 at 6%; with 50% employer match about $115,026 at 4% or $76,684 at 6%; with 100% employer match about $86,270 at 4% or $57,513 at 6%. |
| 2011 | 1 | 34 | $2,452,134 | $151,508 | $4,456iApproximate average salary by contribution assumption: employee only about $111,403 at 4% or $74,269 at 6%; with 50% employer match about $74,269 at 4% or $49,512 at 6%; with 100% employer match about $55,701 at 4% or $37,134 at 6%. |
| S S Herron & Associates Inc 401K Profit Sharing Plan | - | 34 | $2,452,134 | $151,508 | $4,456iApproximate average salary by contribution assumption: employee only about $111,403 at 4% or $74,269 at 6%; with 50% employer match about $74,269 at 4% or $49,512 at 6%; with 100% employer match about $55,701 at 4% or $37,134 at 6%. |
| 2010 | 1 | 34 | $2,429,555 | $160,522 | $4,721iApproximate average salary by contribution assumption: employee only about $118,031 at 4% or $78,687 at 6%; with 50% employer match about $78,687 at 4% or $52,458 at 6%; with 100% employer match about $59,015 at 4% or $39,344 at 6%. |
| S S Herron & Associates Inc 401K Profit Sharing Plan | - | 34 | $2,429,555 | $160,522 | $4,721iApproximate average salary by contribution assumption: employee only about $118,031 at 4% or $78,687 at 6%; with 50% employer match about $78,687 at 4% or $52,458 at 6%; with 100% employer match about $59,015 at 4% or $39,344 at 6%. |
| 2009 | 1 | 38 | $2,227,870 | $220,274 | $5,797iApproximate average salary by contribution assumption: employee only about $144,917 at 4% or $96,611 at 6%; with 50% employer match about $96,611 at 4% or $64,408 at 6%; with 100% employer match about $72,459 at 4% or $48,306 at 6%. |
| S S Herron & Associates Inc 401K Profit Sharing Plan | - | 38 | $2,227,870 | $220,274 | $5,797iApproximate average salary by contribution assumption: employee only about $144,917 at 4% or $96,611 at 6%; with 50% employer match about $96,611 at 4% or $64,408 at 6%; with 100% employer match about $72,459 at 4% or $48,306 at 6%. |
| 2008 | 1 | 37 | $1,635,925 | $347,207 | $9,384iApproximate average salary by contribution assumption: employee only about $234,599 at 4% or $156,400 at 6%; with 50% employer match about $156,400 at 4% or $104,266 at 6%; with 100% employer match about $117,300 at 4% or $78,200 at 6%. |
| S S Herron & Associates Inc 401K Profit Sharing Plan | - | 37 | $1,635,925 | $347,207 | $9,384iApproximate average salary by contribution assumption: employee only about $234,599 at 4% or $156,400 at 6%; with 50% employer match about $156,400 at 4% or $104,266 at 6%; with 100% employer match about $117,300 at 4% or $78,200 at 6%. |
| 2007 | 1 | 38 | $0 | $0 | - |
| S S Herron & Associates Inc 401K Profit Sharing Plan | - | 38 | - | - | - |
| 2006 | 2 | 43 | $1,561,944 | $376,869 | $8,764iApproximate average salary by contribution assumption: employee only about $219,110 at 4% or $146,073 at 6%; with 50% employer match about $146,073 at 4% or $97,382 at 6%; with 100% employer match about $109,555 at 4% or $73,037 at 6%. |
| S S Herron & Associates Inc 401K Profit Sharing Plan | - | 43 | $1,561,944 | $331,779 | $7,716iApproximate average salary by contribution assumption: employee only about $192,895 at 4% or $128,597 at 6%; with 50% employer match about $128,597 at 4% or $85,731 at 6%; with 100% employer match about $96,447 at 4% or $64,298 at 6%. |
| S. S. HERRON & ASSOCIATES CHOICE ACCOUNT FLEXIBLE SPENDING PLAN | - | 21 | - | $45,090 | $2,147iApproximate average salary by contribution assumption: employee only about $53,679 at 4% or $35,786 at 6%; with 50% employer match about $35,786 at 4% or $23,857 at 6%; with 100% employer match about $26,839 at 4% or $17,893 at 6%. |
| 2005 | 2 | 38 | $1,215,041 | $333,425 | $8,774iApproximate average salary by contribution assumption: employee only about $219,359 at 4% or $146,239 at 6%; with 50% employer match about $146,239 at 4% or $97,493 at 6%; with 100% employer match about $109,679 at 4% or $73,120 at 6%. |
| S S Herron & Associates Inc 401K Profit Sharing Plan | - | 38 | $1,215,041 | $285,893 | $7,524iApproximate average salary by contribution assumption: employee only about $188,088 at 4% or $125,392 at 6%; with 50% employer match about $125,392 at 4% or $83,594 at 6%; with 100% employer match about $94,044 at 4% or $62,696 at 6%. |
| S. S. HERRON & ASSOCIATES CHOICE ACCOUNT FLEXIBLE SPENDING PLAN | - | 17 | - | $47,532 | $2,796iApproximate average salary by contribution assumption: employee only about $69,900 at 4% or $46,600 at 6%; with 50% employer match about $46,600 at 4% or $31,067 at 6%; with 100% employer match about $34,950 at 4% or $23,300 at 6%. |
| 2004 | 1 | 13 | $0 | $35,955 | $2,766iApproximate average salary by contribution assumption: employee only about $69,144 at 4% or $46,096 at 6%; with 50% employer match about $46,096 at 4% or $30,731 at 6%; with 100% employer match about $34,572 at 4% or $23,048 at 6%. |
| S. S. HERRON & ASSOCIATES CHOICE ACCOUNT FLEXIBLE SPENDING PLAN | - | 13 | - | $35,955 | $2,766iApproximate average salary by contribution assumption: employee only about $69,144 at 4% or $46,096 at 6%; with 50% employer match about $46,096 at 4% or $30,731 at 6%; with 100% employer match about $34,572 at 4% or $23,048 at 6%. |
| 2003 | 2 | 34 | $626,349 | $168,746 | $4,963iApproximate average salary by contribution assumption: employee only about $124,078 at 4% or $82,719 at 6%; with 50% employer match about $82,719 at 4% or $55,146 at 6%; with 100% employer match about $62,039 at 4% or $41,359 at 6%. |
| S S Herron & Associates Inc 401K Profit Sharing Plan | - | 34 | $626,349 | $139,373 | $4,099iApproximate average salary by contribution assumption: employee only about $102,480 at 4% or $68,320 at 6%; with 50% employer match about $68,320 at 4% or $45,547 at 6%; with 100% employer match about $51,240 at 4% or $34,160 at 6%. |
| S. S. HERRON & ASSOCIATES CHOICE ACCOUNT FLEXIBLE SPENDING PLAN | - | 10 | - | $29,373 | $2,937iApproximate average salary by contribution assumption: employee only about $73,433 at 4% or $48,955 at 6%; with 50% employer match about $48,955 at 4% or $32,637 at 6%; with 100% employer match about $36,716 at 4% or $24,478 at 6%. |
| 2002 | 2 | 37 | $392,493 | $155,490 | $4,202iApproximate average salary by contribution assumption: employee only about $105,061 at 4% or $70,041 at 6%; with 50% employer match about $70,041 at 4% or $46,694 at 6%; with 100% employer match about $52,530 at 4% or $35,020 at 6%. |
| S S Herron & Associates Inc 401K Profit Sharing Plan | - | 37 | $392,493 | $126,559 | $3,421iApproximate average salary by contribution assumption: employee only about $85,513 at 4% or $57,009 at 6%; with 50% employer match about $57,009 at 4% or $38,006 at 6%; with 100% employer match about $42,756 at 4% or $28,504 at 6%. |
| S. S. HERRON & ASSOCIATES CHOICE ACCOUNT FLEXIBLE SPENDING PLAN | - | 11 | - | $28,931 | $2,630iApproximate average salary by contribution assumption: employee only about $65,752 at 4% or $43,835 at 6%; with 50% employer match about $43,835 at 4% or $29,223 at 6%; with 100% employer match about $32,876 at 4% or $21,917 at 6%. |
| 2001 | 1 | 37 | $330,462 | $86,964 | $2,350iApproximate average salary by contribution assumption: employee only about $58,759 at 4% or $39,173 at 6%; with 50% employer match about $39,173 at 4% or $26,115 at 6%; with 100% employer match about $29,380 at 4% or $19,586 at 6%. |
| S S Herron & Associates Inc 401K Profit Sharing Plan | - | 37 | $330,462 | $86,964 | $2,350iApproximate average salary by contribution assumption: employee only about $58,759 at 4% or $39,173 at 6%; with 50% employer match about $39,173 at 4% or $26,115 at 6%; with 100% employer match about $29,380 at 4% or $19,586 at 6%. |
| 2000 | 1 | 20 | $286,671 | $66,894 | $3,345iApproximate average salary by contribution assumption: employee only about $83,618 at 4% or $55,745 at 6%; with 50% employer match about $55,745 at 4% or $37,163 at 6%; with 100% employer match about $41,809 at 4% or $27,873 at 6%. |
| S S Herron & Associates Inc 401K Profit Sharing Plan | - | 20 | $286,671 | $66,894 | $3,345iApproximate average salary by contribution assumption: employee only about $83,618 at 4% or $55,745 at 6%; with 50% employer match about $55,745 at 4% or $37,163 at 6%; with 100% employer match about $41,809 at 4% or $27,873 at 6%. |
| 1999 | 1 | 33 | $240,275 | $57,431 | $1,740iApproximate average salary by contribution assumption: employee only about $43,508 at 4% or $29,006 at 6%; with 50% employer match about $29,006 at 4% or $19,337 at 6%; with 100% employer match about $21,754 at 4% or $14,503 at 6%. |
| S S Herron & Associates Inc 401K Profit Sharing Plan | - | 33 | $240,275 | $57,431 | $1,740iApproximate average salary by contribution assumption: employee only about $43,508 at 4% or $29,006 at 6%; with 50% employer match about $29,006 at 4% or $19,337 at 6%; with 100% employer match about $21,754 at 4% or $14,503 at 6%. |