Civic Intelligence

Mark D. Herron, M.D. LLC

Plan context: Mark D. Herron, M. D. LLC Cash Balance Plan

EIN 33-1114063 • Montgomery, AL • 24 filings • 4 plans

7260 Halcyon Summit DriveMontgomery, AL 36117-3551
Current Snapshot

Latest Year

2020

2020 Participants

1

2020 Assets

$23,221

2020 Contributions

$225,265

Historical Graphs

Total Assets Over Time

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

$2,294,192$1,147,096$0200920152020YearValue
$23,221Latest year 2020

Participants Over Time

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

20100200920152020YearValue
1Latest year 2020

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
202021$23,221$0-
Mark D. Herron, M. D. LLC Cash Balance Plan-1$23,221$0-
Mark D. Herron, M. D. LLC Cash Balance Plan-0$0$0-
2019315$2,294,192$225,265$15,018iApproximate average salary by contribution assumption: employee only about $375,442 at 4% or $250,294 at 6%; with 50% employer match about $250,294 at 4% or $166,863 at 6%; with 100% employer match about $187,721 at 4% or $125,147 at 6%.
Mark D. Herron, M.D. LLC 401(K) Plan-15$1,218,160$110,769$7,385iApproximate average salary by contribution assumption: employee only about $184,615 at 4% or $123,077 at 6%; with 50% employer match about $123,077 at 4% or $82,051 at 6%; with 100% employer match about $92,308 at 4% or $61,538 at 6%.
Mark D. Herron, M. D. LLC Cash Balance Plan-12$1,076,032$66,090$5,508iApproximate average salary by contribution assumption: employee only about $137,688 at 4% or $91,792 at 6%; with 50% employer match about $91,792 at 4% or $61,194 at 6%; with 100% employer match about $68,844 at 4% or $45,896 at 6%.
Mark D. Herron, M.D. LLC 401(K) Plan-0$0$48,406-
2018215$1,912,231$288,116$19,208iApproximate average salary by contribution assumption: employee only about $480,193 at 4% or $320,129 at 6%; with 50% employer match about $320,129 at 4% or $213,419 at 6%; with 100% employer match about $240,097 at 4% or $160,064 at 6%.
Mark D. Herron, M.D. LLC 401(K) Plan-15$1,001,130$163,116$10,874iApproximate average salary by contribution assumption: employee only about $271,860 at 4% or $181,240 at 6%; with 50% employer match about $181,240 at 4% or $120,827 at 6%; with 100% employer match about $135,930 at 4% or $90,620 at 6%.
Mark D. Herron, M. D. LLC Cash Balance Plan-14$911,101$125,000$8,929iApproximate average salary by contribution assumption: employee only about $223,214 at 4% or $148,810 at 6%; with 50% employer match about $148,810 at 4% or $99,206 at 6%; with 100% employer match about $111,607 at 4% or $74,405 at 6%.
2017213$1,749,490$223,865$17,220iApproximate average salary by contribution assumption: employee only about $430,510 at 4% or $287,006 at 6%; with 50% employer match about $287,006 at 4% or $191,338 at 6%; with 100% employer match about $215,255 at 4% or $143,503 at 6%.
Mark D. Herron, M.D. LLC 401(K) Plan-11$921,012$98,865$8,988iApproximate average salary by contribution assumption: employee only about $224,693 at 4% or $149,795 at 6%; with 50% employer match about $149,795 at 4% or $99,864 at 6%; with 100% employer match about $112,347 at 4% or $74,898 at 6%.
Mark D. Herron, M. D. LLC Cash Balance Plan-13$828,478$125,000$9,615iApproximate average salary by contribution assumption: employee only about $240,385 at 4% or $160,256 at 6%; with 50% employer match about $160,256 at 4% or $106,838 at 6%; with 100% employer match about $120,192 at 4% or $80,128 at 6%.
2016214$1,424,624$216,203$15,443iApproximate average salary by contribution assumption: employee only about $386,077 at 4% or $257,385 at 6%; with 50% employer match about $257,385 at 4% or $171,590 at 6%; with 100% employer match about $193,038 at 4% or $128,692 at 6%.
Mark D. Herron, M.D. LLC 401(K) Plan-14$765,904$91,203$6,515iApproximate average salary by contribution assumption: employee only about $162,863 at 4% or $108,575 at 6%; with 50% employer match about $108,575 at 4% or $72,383 at 6%; with 100% employer match about $81,431 at 4% or $54,288 at 6%.
Mark D. Herron, M. D. LLC Cash Balance Plan-12$658,720$125,000$10,417iApproximate average salary by contribution assumption: employee only about $260,417 at 4% or $173,611 at 6%; with 50% employer match about $173,611 at 4% or $115,741 at 6%; with 100% employer match about $130,208 at 4% or $86,806 at 6%.
2015220$1,241,782$189,839$9,492iApproximate average salary by contribution assumption: employee only about $237,299 at 4% or $158,199 at 6%; with 50% employer match about $158,199 at 4% or $105,466 at 6%; with 100% employer match about $118,649 at 4% or $79,100 at 6%.
Mark D. Herron, M.D. LLC 401(K) Plan-12$712,566$84,839$7,070iApproximate average salary by contribution assumption: employee only about $176,748 at 4% or $117,832 at 6%; with 50% employer match about $117,832 at 4% or $78,555 at 6%; with 100% employer match about $88,374 at 4% or $58,916 at 6%.
Mark D. Herron, M. D. LLC Cash Balance Plan-20$529,216$105,000$5,250iApproximate average salary by contribution assumption: employee only about $131,250 at 4% or $87,500 at 6%; with 50% employer match about $87,500 at 4% or $58,333 at 6%; with 100% employer match about $65,625 at 4% or $43,750 at 6%.
2014217$1,081,324$176,457$10,380iApproximate average salary by contribution assumption: employee only about $259,496 at 4% or $172,997 at 6%; with 50% employer match about $172,997 at 4% or $115,331 at 6%; with 100% employer match about $129,748 at 4% or $86,499 at 6%.
Mark D. Herron, M.D. LLC 401(K) Plan-9$648,892$78,457$8,717iApproximate average salary by contribution assumption: employee only about $217,936 at 4% or $145,291 at 6%; with 50% employer match about $145,291 at 4% or $96,860 at 6%; with 100% employer match about $108,968 at 4% or $72,645 at 6%.
Mark D. Herron, M. D. LLC Cash Balance Plan-17$432,432$98,000$5,765iApproximate average salary by contribution assumption: employee only about $144,118 at 4% or $96,078 at 6%; with 50% employer match about $96,078 at 4% or $64,052 at 6%; with 100% employer match about $72,059 at 4% or $48,039 at 6%.
2013214$894,446$168,065$12,005iApproximate average salary by contribution assumption: employee only about $300,116 at 4% or $200,077 at 6%; with 50% employer match about $200,077 at 4% or $133,385 at 6%; with 100% employer match about $150,058 at 4% or $100,039 at 6%.
Mark D. Herron, M.D. LLC 401(K) Plan-13$564,406$76,065$5,851iApproximate average salary by contribution assumption: employee only about $146,279 at 4% or $97,519 at 6%; with 50% employer match about $97,519 at 4% or $65,013 at 6%; with 100% employer match about $73,139 at 4% or $48,760 at 6%.
Mark D. Herron, M. D. LLC Cash Balance Plan-14$330,040$92,000$6,571iApproximate average salary by contribution assumption: employee only about $164,286 at 4% or $109,524 at 6%; with 50% employer match about $109,524 at 4% or $73,016 at 6%; with 100% employer match about $82,143 at 4% or $54,762 at 6%.
2012212$690,459$138,444$11,537iApproximate average salary by contribution assumption: employee only about $288,425 at 4% or $192,283 at 6%; with 50% employer match about $192,283 at 4% or $128,189 at 6%; with 100% employer match about $144,213 at 4% or $96,142 at 6%.
Mark D. Herron, M.D. LLC 401(K) Plan-12$469,280$70,444$5,870iApproximate average salary by contribution assumption: employee only about $146,758 at 4% or $97,839 at 6%; with 50% employer match about $97,839 at 4% or $65,226 at 6%; with 100% employer match about $73,379 at 4% or $48,919 at 6%.
Mark D. Herron, M. D. LLC Cash Balance Plan-11$221,179$68,000$6,182iApproximate average salary by contribution assumption: employee only about $154,545 at 4% or $103,030 at 6%; with 50% employer match about $103,030 at 4% or $68,687 at 6%; with 100% employer match about $77,273 at 4% or $51,515 at 6%.
2011212$524,922$239,518$19,960iApproximate average salary by contribution assumption: employee only about $498,996 at 4% or $332,664 at 6%; with 50% employer match about $332,664 at 4% or $221,776 at 6%; with 100% employer match about $249,498 at 4% or $166,332 at 6%.
Mark D. Herron, M.D. LLC 401(K) Plan-12$379,329$162,518$13,543iApproximate average salary by contribution assumption: employee only about $338,579 at 4% or $225,719 at 6%; with 50% employer match about $225,719 at 4% or $150,480 at 6%; with 100% employer match about $169,290 at 4% or $112,860 at 6%.
Mark D. Herron, M. D. LLC Cash Balance Plan-10$145,593$77,000$7,700iApproximate average salary by contribution assumption: employee only about $192,500 at 4% or $128,333 at 6%; with 50% employer match about $128,333 at 4% or $85,556 at 6%; with 100% employer match about $96,250 at 4% or $64,167 at 6%.
2010210$301,008$226,533$22,653iApproximate average salary by contribution assumption: employee only about $566,333 at 4% or $377,555 at 6%; with 50% employer match about $377,555 at 4% or $251,703 at 6%; with 100% employer match about $283,166 at 4% or $188,778 at 6%.
Mark D. Herron, M.D. LLC 401(K) Plan-10$229,828$155,734$15,573iApproximate average salary by contribution assumption: employee only about $389,335 at 4% or $259,557 at 6%; with 50% employer match about $259,557 at 4% or $173,038 at 6%; with 100% employer match about $194,668 at 4% or $129,778 at 6%.
Mark D. Herron, M. D. LLC Cash Balance Plan-9$71,180$70,799$7,867iApproximate average salary by contribution assumption: employee only about $196,664 at 4% or $131,109 at 6%; with 50% employer match about $131,109 at 4% or $87,406 at 6%; with 100% employer match about $98,332 at 4% or $65,555 at 6%.
200919$67,855$67,680$7,520iApproximate average salary by contribution assumption: employee only about $188,000 at 4% or $125,333 at 6%; with 50% employer match about $125,333 at 4% or $83,556 at 6%; with 100% employer match about $94,000 at 4% or $62,667 at 6%.
Mark D. Herron, M.D. LLC 401(K) Plan-9$67,855$67,680$7,520iApproximate average salary by contribution assumption: employee only about $188,000 at 4% or $125,333 at 6%; with 50% employer match about $125,333 at 4% or $83,556 at 6%; with 100% employer match about $94,000 at 4% or $62,667 at 6%.