Steven Hertz, MD LLC
Plan context: Steven Hertz, MD LLC Profit Sharing Plan
EIN 47-3633296 • 8 filings • 2 plans
Current Snapshot
Latest Year
2020
2020 Participants
5
2020 Assets
$1,296,712
2020 Contributions
$188,161
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| Steven Hertz, MD LLC Profit Sharing Plan | - | 0 | - | - | - |
| 2019 | 2 | 5 | $1,296,712 | $0 | - |
| Steven Hertz, MD LLC Profit Sharing Plan | - | 5 | $1,296,712 | - | - |
| Steven Hertz, MD LLC Cash Balance Plan | - | 0 | - | - | - |
| 2018 | 2 | 5 | $1,416,600 | $188,161 | $37,632iApproximate average salary by contribution assumption: employee only about $940,805 at 4% or $627,203 at 6%; with 50% employer match about $627,203 at 4% or $418,136 at 6%; with 100% employer match about $470,402 at 4% or $313,602 at 6%. |
| Steven Hertz, MD LLC Profit Sharing Plan | - | 5 | $1,109,100 | $29,768 | $5,954iApproximate average salary by contribution assumption: employee only about $148,840 at 4% or $99,227 at 6%; with 50% employer match about $99,227 at 4% or $66,151 at 6%; with 100% employer match about $74,420 at 4% or $49,613 at 6%. |
| Steven Hertz, MD LLC Cash Balance Plan | - | 5 | $307,500 | $158,393 | $31,679iApproximate average salary by contribution assumption: employee only about $791,965 at 4% or $527,977 at 6%; with 50% employer match about $527,977 at 4% or $351,984 at 6%; with 100% employer match about $395,983 at 4% or $263,988 at 6%. |
| 2017 | 2 | 5 | $1,284,663 | $179,768 | $35,954iApproximate average salary by contribution assumption: employee only about $898,840 at 4% or $599,227 at 6%; with 50% employer match about $599,227 at 4% or $399,484 at 6%; with 100% employer match about $449,420 at 4% or $299,613 at 6%. |
| Steven Hertz, MD LLC Profit Sharing Plan | - | 5 | $1,134,657 | $29,768 | $5,954iApproximate average salary by contribution assumption: employee only about $148,840 at 4% or $99,227 at 6%; with 50% employer match about $99,227 at 4% or $66,151 at 6%; with 100% employer match about $74,420 at 4% or $49,613 at 6%. |
| Steven Hertz, MD LLC Cash Balance Plan | - | 5 | $150,006 | $150,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| 2016 | 1 | 5 | $1,004,084 | $70,391 | $14,078iApproximate average salary by contribution assumption: employee only about $351,955 at 4% or $234,637 at 6%; with 50% employer match about $234,637 at 4% or $156,424 at 6%; with 100% employer match about $175,978 at 4% or $117,318 at 6%. |
| Steven Hertz, MD LLC Profit Sharing Plan | - | 5 | $1,004,084 | $70,391 | $14,078iApproximate average salary by contribution assumption: employee only about $351,955 at 4% or $234,637 at 6%; with 50% employer match about $234,637 at 4% or $156,424 at 6%; with 100% employer match about $175,978 at 4% or $117,318 at 6%. |