Civic Intelligence

David Shonberg, D.D.S. Ltd.

Plan context: Drs. Herschman, Green & Shonberg 401K Profit Sharing Plan and Trust

EIN 39-1735663 • Highland Park, IL • 23 filings • 6 plans

861 Highland PlHighland Park, IL 60035-4844
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$2,243,952

2024 Contributions

$219,535

Historical Graphs

Total Assets Over Time

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

$2,468,188$1,234,094$0199920132024YearValue
$2,243,952Latest year 2024

Participants Over Time

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

740199920142024YearValue
1Latest 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
202411$2,243,952$0-
Drs. Herschman, Green & Shonberg 401K Profit Sharing Plan and Trust-1$2,243,952--
202311$2,141,087$0-
Drs. Herschman, Green & Shonberg 401K Profit Sharing Plan and Trust-1$2,141,087--
202211$1,876,950$0-
Drs. Herschman, Green & Shonberg 401K Profit Sharing Plan and Trust-1$1,876,950--
202111$2,286,903$0-
Drs. Herschman, Green & Shonberg 401K Profit Sharing Plan and Trust-1$2,286,903--
202011$2,468,188$219,535$219,535iApproximate average salary by contribution assumption: employee only about $5,488,375 at 4% or $3,658,917 at 6%; with 50% employer match about $3,658,917 at 4% or $2,439,278 at 6%; with 100% employer match about $2,744,188 at 4% or $1,829,458 at 6%.
Drs. Herschman, Green & Shonberg 401K Profit Sharing Plan and Trust-1$2,468,188$219,535$219,535iApproximate average salary by contribution assumption: employee only about $5,488,375 at 4% or $3,658,917 at 6%; with 50% employer match about $3,658,917 at 4% or $2,439,278 at 6%; with 100% employer match about $2,744,188 at 4% or $1,829,458 at 6%.
201917$2,009,082$25,207$3,601iApproximate average salary by contribution assumption: employee only about $90,025 at 4% or $60,017 at 6%; with 50% employer match about $60,017 at 4% or $40,011 at 6%; with 100% employer match about $45,013 at 4% or $30,008 at 6%.
Drs. Herschman, Green & Shonberg 401K Profit Sharing Plan and Trust-7$2,009,082$25,207$3,601iApproximate average salary by contribution assumption: employee only about $90,025 at 4% or $60,017 at 6%; with 50% employer match about $60,017 at 4% or $40,011 at 6%; with 100% employer match about $45,013 at 4% or $30,008 at 6%.
201817$1,753,813$77,676$11,097iApproximate average salary by contribution assumption: employee only about $277,414 at 4% or $184,943 at 6%; with 50% employer match about $184,943 at 4% or $123,295 at 6%; with 100% employer match about $138,707 at 4% or $92,471 at 6%.
Drs. Herschman, Green & Shonberg 401K Profit Sharing Plan and Trust-7$1,753,813$77,676$11,097iApproximate average salary by contribution assumption: employee only about $277,414 at 4% or $184,943 at 6%; with 50% employer match about $184,943 at 4% or $123,295 at 6%; with 100% employer match about $138,707 at 4% or $92,471 at 6%.
201715$1,739,854$93,062$18,612iApproximate average salary by contribution assumption: employee only about $465,310 at 4% or $310,207 at 6%; with 50% employer match about $310,207 at 4% or $206,804 at 6%; with 100% employer match about $232,655 at 4% or $155,103 at 6%.
Drs. Herschman, Green & Shonberg 401K Profit Sharing Plan and Trust-5$1,739,854$93,062$18,612iApproximate average salary by contribution assumption: employee only about $465,310 at 4% or $310,207 at 6%; with 50% employer match about $310,207 at 4% or $206,804 at 6%; with 100% employer match about $232,655 at 4% or $155,103 at 6%.
201615$1,496,424$100,358$20,072iApproximate average salary by contribution assumption: employee only about $501,790 at 4% or $334,527 at 6%; with 50% employer match about $334,527 at 4% or $223,018 at 6%; with 100% employer match about $250,895 at 4% or $167,263 at 6%.
Drs. Herschman, Green & Shonberg 401K Profit Sharing Plan and Trust-5$1,496,424$100,358$20,072iApproximate average salary by contribution assumption: employee only about $501,790 at 4% or $334,527 at 6%; with 50% employer match about $334,527 at 4% or $223,018 at 6%; with 100% employer match about $250,895 at 4% or $167,263 at 6%.
201515$1,337,647$97,411$19,482iApproximate average salary by contribution assumption: employee only about $487,055 at 4% or $324,703 at 6%; with 50% employer match about $324,703 at 4% or $216,469 at 6%; with 100% employer match about $243,528 at 4% or $162,352 at 6%.
Drs. Herschman, Green & Shonberg 401K Profit Sharing Plan and Trust-5$1,337,647$97,411$19,482iApproximate average salary by contribution assumption: employee only about $487,055 at 4% or $324,703 at 6%; with 50% employer match about $324,703 at 4% or $216,469 at 6%; with 100% employer match about $243,528 at 4% or $162,352 at 6%.
201415$1,319,603$95,322$19,064iApproximate average salary by contribution assumption: employee only about $476,610 at 4% or $317,740 at 6%; with 50% employer match about $317,740 at 4% or $211,827 at 6%; with 100% employer match about $238,305 at 4% or $158,870 at 6%.
Drs. Herschman, Green & Shonberg 401K Profit Sharing Plan and Trust-5$1,319,603$95,322$19,064iApproximate average salary by contribution assumption: employee only about $476,610 at 4% or $317,740 at 6%; with 50% employer match about $317,740 at 4% or $211,827 at 6%; with 100% employer match about $238,305 at 4% or $158,870 at 6%.
201315$1,162,212$97,781$19,556iApproximate average salary by contribution assumption: employee only about $488,905 at 4% or $325,937 at 6%; with 50% employer match about $325,937 at 4% or $217,291 at 6%; with 100% employer match about $244,453 at 4% or $162,968 at 6%.
Drs. Herschman, Green & Shonberg 401K Profit Sharing Plan and Trust-5$1,162,212$97,781$19,556iApproximate average salary by contribution assumption: employee only about $488,905 at 4% or $325,937 at 6%; with 50% employer match about $325,937 at 4% or $217,291 at 6%; with 100% employer match about $244,453 at 4% or $162,968 at 6%.
201215$980,160$107,166$21,433iApproximate average salary by contribution assumption: employee only about $535,830 at 4% or $357,220 at 6%; with 50% employer match about $357,220 at 4% or $238,147 at 6%; with 100% employer match about $267,915 at 4% or $178,610 at 6%.
Drs. Herschman, Green & Shonberg 401K Profit Sharing Plan and Trust-5$980,160$107,166$21,433iApproximate average salary by contribution assumption: employee only about $535,830 at 4% or $357,220 at 6%; with 50% employer match about $357,220 at 4% or $238,147 at 6%; with 100% employer match about $267,915 at 4% or $178,610 at 6%.
201115$817,130$89,911$17,982iApproximate average salary by contribution assumption: employee only about $449,555 at 4% or $299,703 at 6%; with 50% employer match about $299,703 at 4% or $199,802 at 6%; with 100% employer match about $224,778 at 4% or $149,852 at 6%.
Drs. Herschman, Green & Shonberg 401K Profit Sharing Plan and Trust-5$817,130$89,911$17,982iApproximate average salary by contribution assumption: employee only about $449,555 at 4% or $299,703 at 6%; with 50% employer match about $299,703 at 4% or $199,802 at 6%; with 100% employer match about $224,778 at 4% or $149,852 at 6%.
201013$737,292$118,947$39,649iApproximate average salary by contribution assumption: employee only about $991,225 at 4% or $660,817 at 6%; with 50% employer match about $660,817 at 4% or $440,544 at 6%; with 100% employer match about $495,613 at 4% or $330,408 at 6%.
Drs. Herschman, Green & Shonberg 401K Profit Sharing Plan and Trust-3$737,292$118,947$39,649iApproximate average salary by contribution assumption: employee only about $991,225 at 4% or $660,817 at 6%; with 50% employer match about $660,817 at 4% or $440,544 at 6%; with 100% employer match about $495,613 at 4% or $330,408 at 6%.
200913$629,259$75,908$25,303iApproximate average salary by contribution assumption: employee only about $632,567 at 4% or $421,711 at 6%; with 50% employer match about $421,711 at 4% or $281,141 at 6%; with 100% employer match about $316,283 at 4% or $210,856 at 6%.
Drs. Herschman, Green & Shonberg 401K Profit Sharing Plan and Trust-3$629,259$75,908$25,303iApproximate average salary by contribution assumption: employee only about $632,567 at 4% or $421,711 at 6%; with 50% employer match about $421,711 at 4% or $281,141 at 6%; with 100% employer match about $316,283 at 4% or $210,856 at 6%.
200810$533,615$78,945-
Drs. Herschman, Green & Shonberg 401K Profit Sharing Plan and Trust-0$533,615$78,945-
200715$616,735$69,603$13,921iApproximate average salary by contribution assumption: employee only about $348,015 at 4% or $232,010 at 6%; with 50% employer match about $232,010 at 4% or $154,673 at 6%; with 100% employer match about $174,008 at 4% or $116,005 at 6%.
Drs. Herschman, Green & Shonberg 401K Profit Sharing Plan and Trust-5$616,735$69,603$13,921iApproximate average salary by contribution assumption: employee only about $348,015 at 4% or $232,010 at 6%; with 50% employer match about $232,010 at 4% or $154,673 at 6%; with 100% employer match about $174,008 at 4% or $116,005 at 6%.
200614$520,723$66,830$16,708iApproximate average salary by contribution assumption: employee only about $417,688 at 4% or $278,458 at 6%; with 50% employer match about $278,458 at 4% or $185,639 at 6%; with 100% employer match about $208,844 at 4% or $139,229 at 6%.
Drs. Herschman, Green & Shonberg 401K Profit Sharing Plan and Trust-4$520,723$66,830$16,708iApproximate average salary by contribution assumption: employee only about $417,688 at 4% or $278,458 at 6%; with 50% employer match about $278,458 at 4% or $185,639 at 6%; with 100% employer match about $208,844 at 4% or $139,229 at 6%.
200514$475,611$68,211$17,053iApproximate average salary by contribution assumption: employee only about $426,319 at 4% or $284,213 at 6%; with 50% employer match about $284,213 at 4% or $189,475 at 6%; with 100% employer match about $213,159 at 4% or $142,106 at 6%.
Drs. Herschman, Green & Shonberg 401K Profit Sharing Plan and Trust-4$475,611$68,211$17,053iApproximate average salary by contribution assumption: employee only about $426,319 at 4% or $284,213 at 6%; with 50% employer match about $284,213 at 4% or $189,475 at 6%; with 100% employer match about $213,159 at 4% or $142,106 at 6%.
200415$408,932$75,463$15,093iApproximate average salary by contribution assumption: employee only about $377,315 at 4% or $251,543 at 6%; with 50% employer match about $251,543 at 4% or $167,696 at 6%; with 100% employer match about $188,658 at 4% or $125,772 at 6%.
Drs. Herschman, Green & Shonberg 401K Profit Sharing Plan and Trust-5$408,932$75,463$15,093iApproximate average salary by contribution assumption: employee only about $377,315 at 4% or $251,543 at 6%; with 50% employer match about $251,543 at 4% or $167,696 at 6%; with 100% employer match about $188,658 at 4% or $125,772 at 6%.
200316$323,576$64,881$10,814iApproximate average salary by contribution assumption: employee only about $270,338 at 4% or $180,225 at 6%; with 50% employer match about $180,225 at 4% or $120,150 at 6%; with 100% employer match about $135,169 at 4% or $90,113 at 6%.
Drs. Herschman, Green & Shonberg 401K Profit Sharing Plan and Trust-6$323,576$64,881$10,814iApproximate average salary by contribution assumption: employee only about $270,338 at 4% or $180,225 at 6%; with 50% employer match about $180,225 at 4% or $120,150 at 6%; with 100% employer match about $135,169 at 4% or $90,113 at 6%.
199917$147,775$46,321$6,617iApproximate average salary by contribution assumption: employee only about $165,432 at 4% or $110,288 at 6%; with 50% employer match about $110,288 at 4% or $73,525 at 6%; with 100% employer match about $82,716 at 4% or $55,144 at 6%.
Drs. Herschman, Green & Shonberg 401K Profit Sharing Plan and Trust-7$147,775$46,321$6,617iApproximate average salary by contribution assumption: employee only about $165,432 at 4% or $110,288 at 6%; with 50% employer match about $110,288 at 4% or $73,525 at 6%; with 100% employer match about $82,716 at 4% or $55,144 at 6%.