Civic Intelligence

Herman Agency Inc.

Plan context: Herman Agency Inc. Profit Sharing and 401K Trust

EIN 36-3983387 • Oak Brook, IL • 36 filings • 5 plans

715 Enterprise DriveOak Brook, IL 60523
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$13,553,255

2024 Contributions

$1,863,179

Historical Graphs

Total Assets Over Time

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

$13,553,255$6,776,628$0199920122024YearValue
$13,553,255Latest year 2024

Participants Over Time

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

27140199920122024YearValue
7Latest 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
202427$13,553,255$1,863,179$266,168iApproximate average salary by contribution assumption: employee only about $6,654,211 at 4% or $4,436,140 at 6%; with 50% employer match about $4,436,140 at 4% or $2,957,427 at 6%; with 100% employer match about $3,327,105 at 4% or $2,218,070 at 6%.
Herman Agency Inc. Profit Sharing and 401K Trust-7$12,720,985$1,863,179$266,168iApproximate average salary by contribution assumption: employee only about $6,654,211 at 4% or $4,436,140 at 6%; with 50% employer match about $4,436,140 at 4% or $2,957,427 at 6%; with 100% employer match about $3,327,105 at 4% or $2,218,070 at 6%.
Herman Agency Inc. Cash Balance Pension Plan-7$832,270$0-
202327$11,003,595$133,065$19,009iApproximate average salary by contribution assumption: employee only about $475,232 at 4% or $316,821 at 6%; with 50% employer match about $316,821 at 4% or $211,214 at 6%; with 100% employer match about $237,616 at 4% or $158,411 at 6%.
Herman Agency Inc. Profit Sharing and 401K Trust-7$8,717,618$133,065$19,009iApproximate average salary by contribution assumption: employee only about $475,232 at 4% or $316,821 at 6%; with 50% employer match about $316,821 at 4% or $211,214 at 6%; with 100% employer match about $237,616 at 4% or $158,411 at 6%.
Herman Agency Inc. Cash Balance Pension Plan-7$2,285,977$0-
202228$8,956,896$129,508$16,189iApproximate average salary by contribution assumption: employee only about $404,713 at 4% or $269,808 at 6%; with 50% employer match about $269,808 at 4% or $179,872 at 6%; with 100% employer match about $202,356 at 4% or $134,904 at 6%.
Herman Agency Inc. Profit Sharing and 401K Trust-8$7,098,341$129,508$16,189iApproximate average salary by contribution assumption: employee only about $404,713 at 4% or $269,808 at 6%; with 50% employer match about $269,808 at 4% or $179,872 at 6%; with 100% employer match about $202,356 at 4% or $134,904 at 6%.
Herman Agency Inc. Cash Balance Pension Plan-8$1,858,555$0-
2021210$11,705,665$344,375$34,438iApproximate average salary by contribution assumption: employee only about $860,938 at 4% or $573,958 at 6%; with 50% employer match about $573,958 at 4% or $382,639 at 6%; with 100% employer match about $430,469 at 4% or $286,979 at 6%.
Herman Agency Inc. Profit Sharing and 401K Trust-10$9,353,752$167,375$16,738iApproximate average salary by contribution assumption: employee only about $418,438 at 4% or $278,958 at 6%; with 50% employer match about $278,958 at 4% or $185,972 at 6%; with 100% employer match about $209,219 at 4% or $139,479 at 6%.
Herman Agency Inc. Cash Balance Pension Plan-10$2,351,913$177,000$17,700iApproximate average salary by contribution assumption: employee only about $442,500 at 4% or $295,000 at 6%; with 50% employer match about $295,000 at 4% or $196,667 at 6%; with 100% employer match about $221,250 at 4% or $147,500 at 6%.
2020211$9,593,797$384,775$34,980iApproximate average salary by contribution assumption: employee only about $874,489 at 4% or $582,992 at 6%; with 50% employer match about $582,992 at 4% or $388,662 at 6%; with 100% employer match about $437,244 at 4% or $291,496 at 6%.
Herman Agency Inc. Profit Sharing and 401K Trust-11$7,762,353$184,775$16,798iApproximate average salary by contribution assumption: employee only about $419,943 at 4% or $279,962 at 6%; with 50% employer match about $279,962 at 4% or $186,641 at 6%; with 100% employer match about $209,972 at 4% or $139,981 at 6%.
Herman Agency Inc. Cash Balance Pension Plan-10$1,831,444$200,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
2019213$7,899,410$373,528$28,733iApproximate average salary by contribution assumption: employee only about $718,323 at 4% or $478,882 at 6%; with 50% employer match about $478,882 at 4% or $319,255 at 6%; with 100% employer match about $359,162 at 4% or $239,441 at 6%.
Herman Agency Inc. Profit Sharing and 401K Trust-13$6,614,428$188,363$14,489iApproximate average salary by contribution assumption: employee only about $362,237 at 4% or $241,491 at 6%; with 50% employer match about $241,491 at 4% or $160,994 at 6%; with 100% employer match about $181,118 at 4% or $120,746 at 6%.
Herman Agency Inc. Cash Balance Pension Plan-10$1,284,982$185,165$18,517iApproximate average salary by contribution assumption: employee only about $462,913 at 4% or $308,608 at 6%; with 50% employer match about $308,608 at 4% or $205,739 at 6%; with 100% employer match about $231,456 at 4% or $154,304 at 6%.
2018213$5,883,060$371,984$28,614iApproximate average salary by contribution assumption: employee only about $715,354 at 4% or $476,903 at 6%; with 50% employer match about $476,903 at 4% or $317,935 at 6%; with 100% employer match about $357,677 at 4% or $238,451 at 6%.
Herman Agency Inc. Profit Sharing and 401K Trust-13$5,028,573$159,480$12,268iApproximate average salary by contribution assumption: employee only about $306,692 at 4% or $204,462 at 6%; with 50% employer match about $204,462 at 4% or $136,308 at 6%; with 100% employer match about $153,346 at 4% or $102,231 at 6%.
Herman Agency Inc. Cash Balance Pension Plan-10$854,487$212,504$21,250iApproximate average salary by contribution assumption: employee only about $531,260 at 4% or $354,173 at 6%; with 50% employer match about $354,173 at 4% or $236,116 at 6%; with 100% employer match about $265,630 at 4% or $177,087 at 6%.
2017214$6,022,390$1,650,840$117,917iApproximate average salary by contribution assumption: employee only about $2,947,929 at 4% or $1,965,286 at 6%; with 50% employer match about $1,965,286 at 4% or $1,310,190 at 6%; with 100% employer match about $1,473,964 at 4% or $982,643 at 6%.
Herman Agency Inc. Profit Sharing and 401K Trust-14$5,295,896$1,438,785$102,770iApproximate average salary by contribution assumption: employee only about $2,569,259 at 4% or $1,712,839 at 6%; with 50% employer match about $1,712,839 at 4% or $1,141,893 at 6%; with 100% employer match about $1,284,629 at 4% or $856,420 at 6%.
Herman Agency Inc. Cash Balance Pension Plan-10$726,494$212,055$21,206iApproximate average salary by contribution assumption: employee only about $530,138 at 4% or $353,425 at 6%; with 50% employer match about $353,425 at 4% or $235,617 at 6%; with 100% employer match about $265,069 at 4% or $176,713 at 6%.
2016215$3,861,373$389,271$25,951iApproximate average salary by contribution assumption: employee only about $648,785 at 4% or $432,523 at 6%; with 50% employer match about $432,523 at 4% or $288,349 at 6%; with 100% employer match about $324,393 at 4% or $216,262 at 6%.
Herman Agency Inc. Profit Sharing and 401K Trust-15$3,426,311$179,026$11,935iApproximate average salary by contribution assumption: employee only about $298,377 at 4% or $198,918 at 6%; with 50% employer match about $198,918 at 4% or $132,612 at 6%; with 100% employer match about $149,188 at 4% or $99,459 at 6%.
Herman Agency Inc. Cash Balance Pension Plan-11$435,062$210,245$19,113iApproximate average salary by contribution assumption: employee only about $477,830 at 4% or $318,553 at 6%; with 50% employer match about $318,553 at 4% or $212,369 at 6%; with 100% employer match about $238,915 at 4% or $159,277 at 6%.
2015218$3,724,865$332,791$18,488iApproximate average salary by contribution assumption: employee only about $462,210 at 4% or $308,140 at 6%; with 50% employer match about $308,140 at 4% or $205,427 at 6%; with 100% employer match about $231,105 at 4% or $154,070 at 6%.
Herman Agency Inc. Profit Sharing and 401K Trust-18$3,524,865$132,791$7,377iApproximate average salary by contribution assumption: employee only about $184,432 at 4% or $122,955 at 6%; with 50% employer match about $122,955 at 4% or $81,970 at 6%; with 100% employer match about $92,216 at 4% or $61,477 at 6%.
Herman Agency Inc. Cash Balance Pension Plan-11$200,000$200,000$18,182iApproximate average salary by contribution assumption: employee only about $454,545 at 4% or $303,030 at 6%; with 50% employer match about $303,030 at 4% or $202,020 at 6%; with 100% employer match about $227,273 at 4% or $151,515 at 6%.
2014124$4,118,216$158,235$6,593iApproximate average salary by contribution assumption: employee only about $164,828 at 4% or $109,885 at 6%; with 50% employer match about $109,885 at 4% or $73,257 at 6%; with 100% employer match about $82,414 at 4% or $54,943 at 6%.
Herman Agency Inc. Profit Sharing and 401K Trust-24$4,118,216$158,235$6,593iApproximate average salary by contribution assumption: employee only about $164,828 at 4% or $109,885 at 6%; with 50% employer match about $109,885 at 4% or $73,257 at 6%; with 100% employer match about $82,414 at 4% or $54,943 at 6%.
2013125$4,225,493$168,650$6,746iApproximate average salary by contribution assumption: employee only about $168,650 at 4% or $112,433 at 6%; with 50% employer match about $112,433 at 4% or $74,956 at 6%; with 100% employer match about $84,325 at 4% or $56,217 at 6%.
Herman Agency Inc. Profit Sharing and 401K Trust-25$4,225,493$168,650$6,746iApproximate average salary by contribution assumption: employee only about $168,650 at 4% or $112,433 at 6%; with 50% employer match about $112,433 at 4% or $74,956 at 6%; with 100% employer match about $84,325 at 4% or $56,217 at 6%.
2012126$3,427,891$271,407$10,439iApproximate average salary by contribution assumption: employee only about $260,968 at 4% or $173,979 at 6%; with 50% employer match about $173,979 at 4% or $115,986 at 6%; with 100% employer match about $130,484 at 4% or $86,989 at 6%.
Herman Agency Inc. Profit Sharing and 401K Trust-26$3,427,891$271,407$10,439iApproximate average salary by contribution assumption: employee only about $260,968 at 4% or $173,979 at 6%; with 50% employer match about $173,979 at 4% or $115,986 at 6%; with 100% employer match about $130,484 at 4% or $86,989 at 6%.
2011126$2,867,065$285,891$10,996iApproximate average salary by contribution assumption: employee only about $274,895 at 4% or $183,263 at 6%; with 50% employer match about $183,263 at 4% or $122,176 at 6%; with 100% employer match about $137,448 at 4% or $91,632 at 6%.
Herman Agency Inc. Profit Sharing and 401K Trust-26$2,867,065$285,891$10,996iApproximate average salary by contribution assumption: employee only about $274,895 at 4% or $183,263 at 6%; with 50% employer match about $183,263 at 4% or $122,176 at 6%; with 100% employer match about $137,448 at 4% or $91,632 at 6%.
2010126$2,700,508$170,570$6,560iApproximate average salary by contribution assumption: employee only about $164,010 at 4% or $109,340 at 6%; with 50% employer match about $109,340 at 4% or $72,893 at 6%; with 100% employer match about $82,005 at 4% or $54,670 at 6%.
Herman Agency Inc. Profit Sharing and 401K Trust-26$2,700,508$170,570$6,560iApproximate average salary by contribution assumption: employee only about $164,010 at 4% or $109,340 at 6%; with 50% employer match about $109,340 at 4% or $72,893 at 6%; with 100% employer match about $82,005 at 4% or $54,670 at 6%.
2009127$2,223,691$256,608$9,504iApproximate average salary by contribution assumption: employee only about $237,600 at 4% or $158,400 at 6%; with 50% employer match about $158,400 at 4% or $105,600 at 6%; with 100% employer match about $118,800 at 4% or $79,200 at 6%.
Herman Agency Inc. Profit Sharing and 401K Trust-27$2,223,691$256,608$9,504iApproximate average salary by contribution assumption: employee only about $237,600 at 4% or $158,400 at 6%; with 50% employer match about $158,400 at 4% or $105,600 at 6%; with 100% employer match about $118,800 at 4% or $79,200 at 6%.
2008121$1,602,354$196,497$9,357iApproximate average salary by contribution assumption: employee only about $233,925 at 4% or $155,950 at 6%; with 50% employer match about $155,950 at 4% or $103,967 at 6%; with 100% employer match about $116,963 at 4% or $77,975 at 6%.
Herman Agency Inc. Profit Sharing and 401K Trust-21$1,602,354$196,497$9,357iApproximate average salary by contribution assumption: employee only about $233,925 at 4% or $155,950 at 6%; with 50% employer match about $155,950 at 4% or $103,967 at 6%; with 100% employer match about $116,963 at 4% or $77,975 at 6%.
2007117$0$0-
Herman Agency Inc. Profit Sharing and 401K Trust-17---
2006122$1,873,133$205,949$9,361iApproximate average salary by contribution assumption: employee only about $234,033 at 4% or $156,022 at 6%; with 50% employer match about $156,022 at 4% or $104,015 at 6%; with 100% employer match about $117,016 at 4% or $78,011 at 6%.
Herman Agency Inc. Profit Sharing and 401K Trust-22$1,873,133$205,949$9,361iApproximate average salary by contribution assumption: employee only about $234,033 at 4% or $156,022 at 6%; with 50% employer match about $156,022 at 4% or $104,015 at 6%; with 100% employer match about $117,016 at 4% or $78,011 at 6%.
2005121$1,565,454$207,398$9,876iApproximate average salary by contribution assumption: employee only about $246,902 at 4% or $164,602 at 6%; with 50% employer match about $164,602 at 4% or $109,734 at 6%; with 100% employer match about $123,451 at 4% or $82,301 at 6%.
Herman Agency Inc. Profit Sharing and 401K Trust-21$1,565,454$207,398$9,876iApproximate average salary by contribution assumption: employee only about $246,902 at 4% or $164,602 at 6%; with 50% employer match about $164,602 at 4% or $109,734 at 6%; with 100% employer match about $123,451 at 4% or $82,301 at 6%.
2004121$1,315,295$118,686$5,652iApproximate average salary by contribution assumption: employee only about $141,293 at 4% or $94,195 at 6%; with 50% employer match about $94,195 at 4% or $62,797 at 6%; with 100% employer match about $70,646 at 4% or $47,098 at 6%.
Herman Agency Inc. Profit Sharing and 401K Trust-21$1,315,295$118,686$5,652iApproximate average salary by contribution assumption: employee only about $141,293 at 4% or $94,195 at 6%; with 50% employer match about $94,195 at 4% or $62,797 at 6%; with 100% employer match about $70,646 at 4% or $47,098 at 6%.
2003125$1,078,788$144,803$5,792iApproximate average salary by contribution assumption: employee only about $144,803 at 4% or $96,535 at 6%; with 50% employer match about $96,535 at 4% or $64,357 at 6%; with 100% employer match about $72,402 at 4% or $48,268 at 6%.
Herman Agency Inc. Profit Sharing and 401K Trust-25$1,078,788$144,803$5,792iApproximate average salary by contribution assumption: employee only about $144,803 at 4% or $96,535 at 6%; with 50% employer match about $96,535 at 4% or $64,357 at 6%; with 100% employer match about $72,402 at 4% or $48,268 at 6%.
2002122$730,829$156,913$7,132iApproximate average salary by contribution assumption: employee only about $178,310 at 4% or $118,873 at 6%; with 50% employer match about $118,873 at 4% or $79,249 at 6%; with 100% employer match about $89,155 at 4% or $59,437 at 6%.
Herman Agency Inc. Profit Sharing and 401K Trust-22$730,829$156,913$7,132iApproximate average salary by contribution assumption: employee only about $178,310 at 4% or $118,873 at 6%; with 50% employer match about $118,873 at 4% or $79,249 at 6%; with 100% employer match about $89,155 at 4% or $59,437 at 6%.
2001114$769,614$94,696$6,764iApproximate average salary by contribution assumption: employee only about $169,100 at 4% or $112,733 at 6%; with 50% employer match about $112,733 at 4% or $75,156 at 6%; with 100% employer match about $84,550 at 4% or $56,367 at 6%.
Herman Agency Inc. Profit Sharing and 401K Trust-14$769,614$94,696$6,764iApproximate average salary by contribution assumption: employee only about $169,100 at 4% or $112,733 at 6%; with 50% employer match about $112,733 at 4% or $75,156 at 6%; with 100% employer match about $84,550 at 4% or $56,367 at 6%.
2000114$822,883$83,465$5,962iApproximate average salary by contribution assumption: employee only about $149,045 at 4% or $99,363 at 6%; with 50% employer match about $99,363 at 4% or $66,242 at 6%; with 100% employer match about $74,522 at 4% or $49,682 at 6%.
Herman Agency Inc. Profit Sharing and 401K Trust-14$822,883$83,465$5,962iApproximate average salary by contribution assumption: employee only about $149,045 at 4% or $99,363 at 6%; with 50% employer match about $99,363 at 4% or $66,242 at 6%; with 100% employer match about $74,522 at 4% or $49,682 at 6%.
199919$855,104$74,809$8,312iApproximate average salary by contribution assumption: employee only about $207,803 at 4% or $138,535 at 6%; with 50% employer match about $138,535 at 4% or $92,357 at 6%; with 100% employer match about $103,901 at 4% or $69,268 at 6%.
Herman Agency Inc. Profit Sharing and 401K Trust-9$855,104$74,809$8,312iApproximate average salary by contribution assumption: employee only about $207,803 at 4% or $138,535 at 6%; with 50% employer match about $138,535 at 4% or $92,357 at 6%; with 100% employer match about $103,901 at 4% or $69,268 at 6%.