Civic Intelligence

Hertz, Schram & Saretsky PC.

Plan context: Hertz, Schram & Saretsky PC. 401K Plan and Trust

EIN 38-2408218 • Bloomfield Hills, MI • 24 filings • 5 plans

1760 S. Telegraph Road., Suite 300Bloomfield Hills, MI 48302-0183
Current Snapshot

Latest Year

2024

2024 Participants

58

2024 Assets

$15,419,208

2024 Contributions

$900,656

Historical Graphs

Total Assets Over Time

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

$18,368,602$9,184,301$0199920142024YearValue
$15,419,208Latest year 2024

Participants Over Time

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

64320199920132024YearValue
58Latest 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
2024158$15,419,208$900,656$15,529iApproximate average salary by contribution assumption: employee only about $388,214 at 4% or $258,809 at 6%; with 50% employer match about $258,809 at 4% or $172,539 at 6%; with 100% employer match about $194,107 at 4% or $129,405 at 6%.
Hertz, Schram & Saretsky PC. 401K Plan and Trust-58$15,419,208$900,656$15,529iApproximate average salary by contribution assumption: employee only about $388,214 at 4% or $258,809 at 6%; with 50% employer match about $258,809 at 4% or $172,539 at 6%; with 100% employer match about $194,107 at 4% or $129,405 at 6%.
2023158$13,930,026$634,326$10,937iApproximate average salary by contribution assumption: employee only about $273,416 at 4% or $182,278 at 6%; with 50% employer match about $182,278 at 4% or $121,518 at 6%; with 100% employer match about $136,708 at 4% or $91,139 at 6%.
Hertz, Schram & Saretsky PC. 401K Plan and Trust-58$13,930,026$634,326$10,937iApproximate average salary by contribution assumption: employee only about $273,416 at 4% or $182,278 at 6%; with 50% employer match about $182,278 at 4% or $121,518 at 6%; with 100% employer match about $136,708 at 4% or $91,139 at 6%.
2022157$13,684,526$700,545$12,290iApproximate average salary by contribution assumption: employee only about $307,257 at 4% or $204,838 at 6%; with 50% employer match about $204,838 at 4% or $136,558 at 6%; with 100% employer match about $153,628 at 4% or $102,419 at 6%.
Hertz, Schram & Saretsky PC. 401K Plan and Trust-57$13,684,526$700,545$12,290iApproximate average salary by contribution assumption: employee only about $307,257 at 4% or $204,838 at 6%; with 50% employer match about $204,838 at 4% or $136,558 at 6%; with 100% employer match about $153,628 at 4% or $102,419 at 6%.
2021156$16,103,152$711,864$12,712iApproximate average salary by contribution assumption: employee only about $317,796 at 4% or $211,864 at 6%; with 50% employer match about $211,864 at 4% or $141,243 at 6%; with 100% employer match about $158,898 at 4% or $105,932 at 6%.
Hertz, Schram & Saretsky PC. 401K Plan and Trust-56$16,103,152$711,864$12,712iApproximate average salary by contribution assumption: employee only about $317,796 at 4% or $211,864 at 6%; with 50% employer match about $211,864 at 4% or $141,243 at 6%; with 100% employer match about $158,898 at 4% or $105,932 at 6%.
2020159$17,199,184$721,018$12,221iApproximate average salary by contribution assumption: employee only about $305,516 at 4% or $203,677 at 6%; with 50% employer match about $203,677 at 4% or $135,785 at 6%; with 100% employer match about $152,758 at 4% or $101,839 at 6%.
Hertz, Schram & Saretsky PC. 401K Plan and Trust-59$17,199,184$721,018$12,221iApproximate average salary by contribution assumption: employee only about $305,516 at 4% or $203,677 at 6%; with 50% employer match about $203,677 at 4% or $135,785 at 6%; with 100% employer match about $152,758 at 4% or $101,839 at 6%.
2019164$18,368,602$726,298$11,348iApproximate average salary by contribution assumption: employee only about $283,710 at 4% or $189,140 at 6%; with 50% employer match about $189,140 at 4% or $126,093 at 6%; with 100% employer match about $141,855 at 4% or $94,570 at 6%.
Hertz, Schram & Saretsky PC. 401K Plan and Trust-64$18,368,602$726,298$11,348iApproximate average salary by contribution assumption: employee only about $283,710 at 4% or $189,140 at 6%; with 50% employer match about $189,140 at 4% or $126,093 at 6%; with 100% employer match about $141,855 at 4% or $94,570 at 6%.
2018162$15,685,945$807,840$13,030iApproximate average salary by contribution assumption: employee only about $325,742 at 4% or $217,161 at 6%; with 50% employer match about $217,161 at 4% or $144,774 at 6%; with 100% employer match about $162,871 at 4% or $108,581 at 6%.
Hertz, Schram & Saretsky PC. 401K Plan and Trust-62$15,685,945$807,840$13,030iApproximate average salary by contribution assumption: employee only about $325,742 at 4% or $217,161 at 6%; with 50% employer match about $217,161 at 4% or $144,774 at 6%; with 100% employer match about $162,871 at 4% or $108,581 at 6%.
2017162$16,919,794$777,289$12,537iApproximate average salary by contribution assumption: employee only about $313,423 at 4% or $208,949 at 6%; with 50% employer match about $208,949 at 4% or $139,299 at 6%; with 100% employer match about $156,711 at 4% or $104,474 at 6%.
Hertz, Schram & Saretsky PC. 401K Plan and Trust-62$16,919,794$777,289$12,537iApproximate average salary by contribution assumption: employee only about $313,423 at 4% or $208,949 at 6%; with 50% employer match about $208,949 at 4% or $139,299 at 6%; with 100% employer match about $156,711 at 4% or $104,474 at 6%.
2016154$14,065,247$654,831$12,127iApproximate average salary by contribution assumption: employee only about $303,163 at 4% or $202,108 at 6%; with 50% employer match about $202,108 at 4% or $134,739 at 6%; with 100% employer match about $151,581 at 4% or $101,054 at 6%.
Hertz, Schram & Saretsky PC. 401K Plan and Trust-54$14,065,247$654,831$12,127iApproximate average salary by contribution assumption: employee only about $303,163 at 4% or $202,108 at 6%; with 50% employer match about $202,108 at 4% or $134,739 at 6%; with 100% employer match about $151,581 at 4% or $101,054 at 6%.
2015156$12,662,370$614,805$10,979iApproximate average salary by contribution assumption: employee only about $274,467 at 4% or $182,978 at 6%; with 50% employer match about $182,978 at 4% or $121,985 at 6%; with 100% employer match about $137,233 at 4% or $91,489 at 6%.
Hertz, Schram & Saretsky PC. 401K Plan and Trust-56$12,662,370$614,805$10,979iApproximate average salary by contribution assumption: employee only about $274,467 at 4% or $182,978 at 6%; with 50% employer match about $182,978 at 4% or $121,985 at 6%; with 100% employer match about $137,233 at 4% or $91,489 at 6%.
2014162$12,539,051$597,933$9,644iApproximate average salary by contribution assumption: employee only about $241,102 at 4% or $160,735 at 6%; with 50% employer match about $160,735 at 4% or $107,156 at 6%; with 100% employer match about $120,551 at 4% or $80,367 at 6%.
Hertz, Schram & Saretsky PC. 401K Plan and Trust-62$12,539,051$597,933$9,644iApproximate average salary by contribution assumption: employee only about $241,102 at 4% or $160,735 at 6%; with 50% employer match about $160,735 at 4% or $107,156 at 6%; with 100% employer match about $120,551 at 4% or $80,367 at 6%.
2013162$12,330,467$651,280$10,505iApproximate average salary by contribution assumption: employee only about $262,613 at 4% or $175,075 at 6%; with 50% employer match about $175,075 at 4% or $116,717 at 6%; with 100% employer match about $131,306 at 4% or $87,538 at 6%.
Hertz, Schram & Saretsky PC. 401K Plan and Trust-62$12,330,467$651,280$10,505iApproximate average salary by contribution assumption: employee only about $262,613 at 4% or $175,075 at 6%; with 50% employer match about $175,075 at 4% or $116,717 at 6%; with 100% employer match about $131,306 at 4% or $87,538 at 6%.
2012160$9,612,525$625,821$10,430iApproximate average salary by contribution assumption: employee only about $260,759 at 4% or $173,839 at 6%; with 50% employer match about $173,839 at 4% or $115,893 at 6%; with 100% employer match about $130,379 at 4% or $86,920 at 6%.
Hertz, Schram & Saretsky PC. 401K Plan and Trust-60$9,612,525$625,821$10,430iApproximate average salary by contribution assumption: employee only about $260,759 at 4% or $173,839 at 6%; with 50% employer match about $173,839 at 4% or $115,893 at 6%; with 100% employer match about $130,379 at 4% or $86,920 at 6%.
2011159$8,289,036$593,465$10,059iApproximate average salary by contribution assumption: employee only about $251,468 at 4% or $167,645 at 6%; with 50% employer match about $167,645 at 4% or $111,764 at 6%; with 100% employer match about $125,734 at 4% or $83,823 at 6%.
Hertz, Schram & Saretsky PC. 401K Plan and Trust-59$8,289,036$593,465$10,059iApproximate average salary by contribution assumption: employee only about $251,468 at 4% or $167,645 at 6%; with 50% employer match about $167,645 at 4% or $111,764 at 6%; with 100% employer match about $125,734 at 4% or $83,823 at 6%.
2010161$8,428,079$557,680$9,142iApproximate average salary by contribution assumption: employee only about $228,557 at 4% or $152,372 at 6%; with 50% employer match about $152,372 at 4% or $101,581 at 6%; with 100% employer match about $114,279 at 4% or $76,186 at 6%.
Hertz, Schram & Saretsky PC. 401K Plan and Trust-61$8,428,079$557,680$9,142iApproximate average salary by contribution assumption: employee only about $228,557 at 4% or $152,372 at 6%; with 50% employer match about $152,372 at 4% or $101,581 at 6%; with 100% employer match about $114,279 at 4% or $76,186 at 6%.
2009159$7,000,398$431,645$7,316iApproximate average salary by contribution assumption: employee only about $182,900 at 4% or $121,934 at 6%; with 50% employer match about $121,934 at 4% or $81,289 at 6%; with 100% employer match about $91,450 at 4% or $60,967 at 6%.
Hertz, Schram & Saretsky PC. 401K Plan and Trust-59$7,000,398$431,645$7,316iApproximate average salary by contribution assumption: employee only about $182,900 at 4% or $121,934 at 6%; with 50% employer match about $121,934 at 4% or $81,289 at 6%; with 100% employer match about $91,450 at 4% or $60,967 at 6%.
2008139$0$0-
Hertz, Schram & Saretsky PC. 401K Plan and Trust-39---
2007138$0$0-
Hertz, Schram & Saretsky PC. 401K Plan and Trust-38---
2006154$7,810,646$765,399$14,174iApproximate average salary by contribution assumption: employee only about $354,351 at 4% or $236,234 at 6%; with 50% employer match about $236,234 at 4% or $157,490 at 6%; with 100% employer match about $177,176 at 4% or $118,117 at 6%.
Hertz, Schram & Saretsky PC. 401K Plan and Trust-54$7,810,646$765,399$14,174iApproximate average salary by contribution assumption: employee only about $354,351 at 4% or $236,234 at 6%; with 50% employer match about $236,234 at 4% or $157,490 at 6%; with 100% employer match about $177,176 at 4% or $118,117 at 6%.
2005153$6,686,402$738,268$13,930iApproximate average salary by contribution assumption: employee only about $348,240 at 4% or $232,160 at 6%; with 50% employer match about $232,160 at 4% or $154,773 at 6%; with 100% employer match about $174,120 at 4% or $116,080 at 6%.
Hertz, Schram & Saretsky PC. 401K Plan and Trust-53$6,686,402$738,268$13,930iApproximate average salary by contribution assumption: employee only about $348,240 at 4% or $232,160 at 6%; with 50% employer match about $232,160 at 4% or $154,773 at 6%; with 100% employer match about $174,120 at 4% or $116,080 at 6%.
2003151$4,832,849$639,619$12,542iApproximate average salary by contribution assumption: employee only about $313,539 at 4% or $209,026 at 6%; with 50% employer match about $209,026 at 4% or $139,351 at 6%; with 100% employer match about $156,769 at 4% or $104,513 at 6%.
Hertz, Schram & Saretsky PC. 401K Plan and Trust-51$4,832,849$639,619$12,542iApproximate average salary by contribution assumption: employee only about $313,539 at 4% or $209,026 at 6%; with 50% employer match about $209,026 at 4% or $139,351 at 6%; with 100% employer match about $156,769 at 4% or $104,513 at 6%.
2002146$3,180,825$617,221$13,418iApproximate average salary by contribution assumption: employee only about $335,446 at 4% or $223,631 at 6%; with 50% employer match about $223,631 at 4% or $149,087 at 6%; with 100% employer match about $167,723 at 4% or $111,815 at 6%.
Hertz, Schram & Saretsky PC. 401K Plan and Trust-46$3,180,825$617,221$13,418iApproximate average salary by contribution assumption: employee only about $335,446 at 4% or $223,631 at 6%; with 50% employer match about $223,631 at 4% or $149,087 at 6%; with 100% employer match about $167,723 at 4% or $111,815 at 6%.
2001147$0$0-
Hertz, Schram & Saretsky PC. 401K Plan and Trust-47---
1999136$3,884,993$443,658$12,324iApproximate average salary by contribution assumption: employee only about $308,096 at 4% or $205,397 at 6%; with 50% employer match about $205,397 at 4% or $136,931 at 6%; with 100% employer match about $154,048 at 4% or $102,699 at 6%.
Hertz, Schram & Saretsky PC. 401K Plan and Trust-36$3,884,993$443,658$12,324iApproximate average salary by contribution assumption: employee only about $308,096 at 4% or $205,397 at 6%; with 50% employer match about $205,397 at 4% or $136,931 at 6%; with 100% employer match about $154,048 at 4% or $102,699 at 6%.