Hillary R. Hertzberg, P.A.
Plan context: Hillary R. Hertzberg, P.A. Retirement Plan and Trust
EIN 45-5237776 • Miami Beach, FL • 7 filings • 1 plans
Current Snapshot
Latest Year
2021
2021 Participants
1
2021 Assets
$724,428
2021 Contributions
$58,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2021 | 1 | 1 | $724,428 | $58,000 | $58,000iApproximate average salary by contribution assumption: employee only about $1,450,000 at 4% or $966,667 at 6%; with 50% employer match about $966,667 at 4% or $644,444 at 6%; with 100% employer match about $725,000 at 4% or $483,333 at 6%. |
| Hillary R. Hertzberg, P.A. Retirement Plan and Trust | - | 1 | $724,428 | $58,000 | $58,000iApproximate average salary by contribution assumption: employee only about $1,450,000 at 4% or $966,667 at 6%; with 50% employer match about $966,667 at 4% or $644,444 at 6%; with 100% employer match about $725,000 at 4% or $483,333 at 6%. |
| 2020 | 1 | 2 | $579,383 | $58,492 | $29,246iApproximate average salary by contribution assumption: employee only about $731,150 at 4% or $487,433 at 6%; with 50% employer match about $487,433 at 4% or $324,956 at 6%; with 100% employer match about $365,575 at 4% or $243,717 at 6%. |
| Hillary R. Hertzberg, P.A. Retirement Plan and Trust | - | 2 | $579,383 | $58,492 | $29,246iApproximate average salary by contribution assumption: employee only about $731,150 at 4% or $487,433 at 6%; with 50% employer match about $487,433 at 4% or $324,956 at 6%; with 100% employer match about $365,575 at 4% or $243,717 at 6%. |
| 2019 | 1 | 2 | $441,396 | $37,988 | $18,994iApproximate average salary by contribution assumption: employee only about $474,850 at 4% or $316,567 at 6%; with 50% employer match about $316,567 at 4% or $211,044 at 6%; with 100% employer match about $237,425 at 4% or $158,283 at 6%. |
| Hillary R. Hertzberg, P.A. Retirement Plan and Trust | - | 2 | $441,396 | $37,988 | $18,994iApproximate average salary by contribution assumption: employee only about $474,850 at 4% or $316,567 at 6%; with 50% employer match about $316,567 at 4% or $211,044 at 6%; with 100% employer match about $237,425 at 4% or $158,283 at 6%. |
| 2018 | 1 | 2 | $312,339 | $59,044 | $29,522iApproximate average salary by contribution assumption: employee only about $738,050 at 4% or $492,033 at 6%; with 50% employer match about $492,033 at 4% or $328,022 at 6%; with 100% employer match about $369,025 at 4% or $246,017 at 6%. |
| Hillary R. Hertzberg, P.A. Retirement Plan and Trust | - | 2 | $312,339 | $59,044 | $29,522iApproximate average salary by contribution assumption: employee only about $738,050 at 4% or $492,033 at 6%; with 50% employer match about $492,033 at 4% or $328,022 at 6%; with 100% employer match about $369,025 at 4% or $246,017 at 6%. |
| 2017 | 1 | 1 | $275,270 | $49,800 | $49,800iApproximate average salary by contribution assumption: employee only about $1,245,000 at 4% or $830,000 at 6%; with 50% employer match about $830,000 at 4% or $553,333 at 6%; with 100% employer match about $622,500 at 4% or $415,000 at 6%. |
| Hillary R. Hertzberg, P.A. Retirement Plan and Trust | - | 1 | $275,270 | $49,800 | $49,800iApproximate average salary by contribution assumption: employee only about $1,245,000 at 4% or $830,000 at 6%; with 50% employer match about $830,000 at 4% or $553,333 at 6%; with 100% employer match about $622,500 at 4% or $415,000 at 6%. |
| 2016 | 1 | 1 | $190,775 | $24,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| Hillary R. Hertzberg, P.A. Retirement Plan and Trust | - | 1 | $190,775 | $24,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| 2015 | 1 | 1 | $155,055 | $24,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| Hillary R. Hertzberg, P.A. Retirement Plan and Trust | - | 1 | $155,055 | $24,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |