Civic Intelligence

Shelli Herman and Associates Inc.

Plan context: Shelli Herman and Associates Inc. Profit Sharing Plan

EIN 45-4423039 • Los Angeles, CA • 10 filings • 2 plans

985 S. Carmelina Ave.Los Angeles, CA 90049
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$4,347,655

2025 Contributions

$7,450

Historical Graphs

Total Assets Over Time

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

$4,347,655$2,173,828$0201720212025YearValue
$4,347,655Latest year 2025

Participants Over Time

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

210201720212025YearValue
2Latest year 2025

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
202512$4,347,655$0-
Shelli Herman and Associates Inc. Profit Sharing Plan-2$4,347,655$0-
202412$3,728,044$7,450$3,725iApproximate average salary by contribution assumption: employee only about $93,125 at 4% or $62,083 at 6%; with 50% employer match about $62,083 at 4% or $41,389 at 6%; with 100% employer match about $46,563 at 4% or $31,042 at 6%.
Shelli Herman and Associates Inc. Profit Sharing Plan-2$3,728,044$7,450$3,725iApproximate average salary by contribution assumption: employee only about $93,125 at 4% or $62,083 at 6%; with 50% employer match about $62,083 at 4% or $41,389 at 6%; with 100% employer match about $46,563 at 4% or $31,042 at 6%.
202312$3,320,118$73,260$36,630iApproximate average salary by contribution assumption: employee only about $915,750 at 4% or $610,500 at 6%; with 50% employer match about $610,500 at 4% or $407,000 at 6%; with 100% employer match about $457,875 at 4% or $305,250 at 6%.
Shelli Herman and Associates Inc. Profit Sharing Plan-2$3,320,118$73,260$36,630iApproximate average salary by contribution assumption: employee only about $915,750 at 4% or $610,500 at 6%; with 50% employer match about $610,500 at 4% or $407,000 at 6%; with 100% employer match about $457,875 at 4% or $305,250 at 6%.
202212$2,818,958$67,875$33,938iApproximate average salary by contribution assumption: employee only about $848,438 at 4% or $565,625 at 6%; with 50% employer match about $565,625 at 4% or $377,083 at 6%; with 100% employer match about $424,219 at 4% or $282,813 at 6%.
Shelli Herman and Associates Inc. Profit Sharing Plan-2$2,818,958$67,875$33,938iApproximate average salary by contribution assumption: employee only about $848,438 at 4% or $565,625 at 6%; with 50% employer match about $565,625 at 4% or $377,083 at 6%; with 100% employer match about $424,219 at 4% or $282,813 at 6%.
202112$3,243,658$64,875$32,438iApproximate average salary by contribution assumption: employee only about $810,938 at 4% or $540,625 at 6%; with 50% employer match about $540,625 at 4% or $360,417 at 6%; with 100% employer match about $405,469 at 4% or $270,313 at 6%.
Shelli Herman and Associates Inc. Profit Sharing Plan-2$3,243,658$64,875$32,438iApproximate average salary by contribution assumption: employee only about $810,938 at 4% or $540,625 at 6%; with 50% employer match about $540,625 at 4% or $360,417 at 6%; with 100% employer match about $405,469 at 4% or $270,313 at 6%.
202022$2,753,982$2,976,066$1,488,033iApproximate average salary by contribution assumption: employee only about $37,200,825 at 4% or $24,800,550 at 6%; with 50% employer match about $24,800,550 at 4% or $16,533,700 at 6%; with 100% employer match about $18,600,413 at 4% or $12,400,275 at 6%.
Shelli Herman and Associates Inc. Profit Sharing Plan-2$2,753,982$2,976,066$1,488,033iApproximate average salary by contribution assumption: employee only about $37,200,825 at 4% or $24,800,550 at 6%; with 50% employer match about $24,800,550 at 4% or $16,533,700 at 6%; with 100% employer match about $18,600,413 at 4% or $12,400,275 at 6%.
SHELLI HERMAN AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-0$0$0-
201912$2,347,011$225,000$112,500iApproximate average salary by contribution assumption: employee only about $2,812,500 at 4% or $1,875,000 at 6%; with 50% employer match about $1,875,000 at 4% or $1,250,000 at 6%; with 100% employer match about $1,406,250 at 4% or $937,500 at 6%.
SHELLI HERMAN AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-2$2,347,011$225,000$112,500iApproximate average salary by contribution assumption: employee only about $2,812,500 at 4% or $1,875,000 at 6%; with 50% employer match about $1,875,000 at 4% or $1,250,000 at 6%; with 100% employer match about $1,406,250 at 4% or $937,500 at 6%.
201812$1,762,815$275,000$137,500iApproximate average salary by contribution assumption: employee only about $3,437,500 at 4% or $2,291,667 at 6%; with 50% employer match about $2,291,667 at 4% or $1,527,778 at 6%; with 100% employer match about $1,718,750 at 4% or $1,145,833 at 6%.
SHELLI HERMAN AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-2$1,762,815$275,000$137,500iApproximate average salary by contribution assumption: employee only about $3,437,500 at 4% or $2,291,667 at 6%; with 50% employer match about $2,291,667 at 4% or $1,527,778 at 6%; with 100% employer match about $1,718,750 at 4% or $1,145,833 at 6%.
201712$1,571,914$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
SHELLI HERMAN AND ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-2$1,571,914$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.