Civic Intelligence

P William Herald Jr

Plan context: P William Herald Jr PC 401(K) Psp

EIN 58-1682249 • Cumming, GA • 17 filings • 5 plans

1595 Peachtree ParkwaySuite 204, Box 317Cumming, GA 30041
Current Snapshot

Latest Year

2020

2020 Participants

4

2020 Assets

$1,046,791

2020 Contributions

$47,176

Historical Graphs

Total Assets Over Time

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

$1,301,968$650,984$0200420122019YearValue
$1,046,791Latest year 2019

Participants Over Time

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

420200420122019YearValue
4Latest year 2019

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
202010$0$0-
P William Herald Jr PC 401(K) Psp-0$0--
201914$1,046,791$47,176$11,794iApproximate average salary by contribution assumption: employee only about $294,850 at 4% or $196,567 at 6%; with 50% employer match about $196,567 at 4% or $131,044 at 6%; with 100% employer match about $147,425 at 4% or $98,283 at 6%.
P William Herald Jr PC 401(K) Psp-4$1,046,791$47,176$11,794iApproximate average salary by contribution assumption: employee only about $294,850 at 4% or $196,567 at 6%; with 50% employer match about $196,567 at 4% or $131,044 at 6%; with 100% employer match about $147,425 at 4% or $98,283 at 6%.
201814$1,294,535$64,227$16,057iApproximate average salary by contribution assumption: employee only about $401,419 at 4% or $267,613 at 6%; with 50% employer match about $267,613 at 4% or $178,408 at 6%; with 100% employer match about $200,709 at 4% or $133,806 at 6%.
P William Herald Jr PC 401(K) Psp-4$1,294,535$64,227$16,057iApproximate average salary by contribution assumption: employee only about $401,419 at 4% or $267,613 at 6%; with 50% employer match about $267,613 at 4% or $178,408 at 6%; with 100% employer match about $200,709 at 4% or $133,806 at 6%.
201714$1,301,968$51,475$12,869iApproximate average salary by contribution assumption: employee only about $321,719 at 4% or $214,479 at 6%; with 50% employer match about $214,479 at 4% or $142,986 at 6%; with 100% employer match about $160,859 at 4% or $107,240 at 6%.
P William Herald Jr PC 401(K) Psp-4$1,301,968$51,475$12,869iApproximate average salary by contribution assumption: employee only about $321,719 at 4% or $214,479 at 6%; with 50% employer match about $214,479 at 4% or $142,986 at 6%; with 100% employer match about $160,859 at 4% or $107,240 at 6%.
201614$1,080,403$46,580$11,645iApproximate average salary by contribution assumption: employee only about $291,125 at 4% or $194,083 at 6%; with 50% employer match about $194,083 at 4% or $129,389 at 6%; with 100% employer match about $145,563 at 4% or $97,042 at 6%.
P William Herald Jr PC 401(K) Psp-4$1,080,403$46,580$11,645iApproximate average salary by contribution assumption: employee only about $291,125 at 4% or $194,083 at 6%; with 50% employer match about $194,083 at 4% or $129,389 at 6%; with 100% employer match about $145,563 at 4% or $97,042 at 6%.
201514$950,769$42,202$10,551iApproximate average salary by contribution assumption: employee only about $263,763 at 4% or $175,842 at 6%; with 50% employer match about $175,842 at 4% or $117,228 at 6%; with 100% employer match about $131,881 at 4% or $87,921 at 6%.
P William Herald Jr PC 401(K) Psp-4$950,769$42,202$10,551iApproximate average salary by contribution assumption: employee only about $263,763 at 4% or $175,842 at 6%; with 50% employer match about $175,842 at 4% or $117,228 at 6%; with 100% employer match about $131,881 at 4% or $87,921 at 6%.
201411$925,592$33,624$33,624iApproximate average salary by contribution assumption: employee only about $840,600 at 4% or $560,400 at 6%; with 50% employer match about $560,400 at 4% or $373,600 at 6%; with 100% employer match about $420,300 at 4% or $280,200 at 6%.
P William Herald Jr PC 401(K) Psp-1$925,592$33,624$33,624iApproximate average salary by contribution assumption: employee only about $840,600 at 4% or $560,400 at 6%; with 50% employer match about $560,400 at 4% or $373,600 at 6%; with 100% employer match about $420,300 at 4% or $280,200 at 6%.
201312$893,512$36,050$18,025iApproximate average salary by contribution assumption: employee only about $450,625 at 4% or $300,417 at 6%; with 50% employer match about $300,417 at 4% or $200,278 at 6%; with 100% employer match about $225,313 at 4% or $150,208 at 6%.
P William Herald Jr PC 401(K) Psp-2$893,512$36,050$18,025iApproximate average salary by contribution assumption: employee only about $450,625 at 4% or $300,417 at 6%; with 50% employer match about $300,417 at 4% or $200,278 at 6%; with 100% employer match about $225,313 at 4% or $150,208 at 6%.
201212$741,929$34,018$17,009iApproximate average salary by contribution assumption: employee only about $425,225 at 4% or $283,483 at 6%; with 50% employer match about $283,483 at 4% or $188,989 at 6%; with 100% employer match about $212,613 at 4% or $141,742 at 6%.
P William Herald Jr PC 401(K) Psp-2$741,929$34,018$17,009iApproximate average salary by contribution assumption: employee only about $425,225 at 4% or $283,483 at 6%; with 50% employer match about $283,483 at 4% or $188,989 at 6%; with 100% employer match about $212,613 at 4% or $141,742 at 6%.
201112$621,546$37,262$18,631iApproximate average salary by contribution assumption: employee only about $465,775 at 4% or $310,517 at 6%; with 50% employer match about $310,517 at 4% or $207,011 at 6%; with 100% employer match about $232,888 at 4% or $155,258 at 6%.
P William Herald Jr PC 401(K) Psp-2$621,546$37,262$18,631iApproximate average salary by contribution assumption: employee only about $465,775 at 4% or $310,517 at 6%; with 50% employer match about $310,517 at 4% or $207,011 at 6%; with 100% employer match about $232,888 at 4% or $155,258 at 6%.
201013$658,690$44,614$14,871iApproximate average salary by contribution assumption: employee only about $371,783 at 4% or $247,856 at 6%; with 50% employer match about $247,856 at 4% or $165,237 at 6%; with 100% employer match about $185,892 at 4% or $123,928 at 6%.
P William Herald Jr PC 401(K) Psp-3$658,690$44,614$14,871iApproximate average salary by contribution assumption: employee only about $371,783 at 4% or $247,856 at 6%; with 50% employer match about $247,856 at 4% or $165,237 at 6%; with 100% employer match about $185,892 at 4% or $123,928 at 6%.
200913$526,504$46,791$15,597iApproximate average salary by contribution assumption: employee only about $389,925 at 4% or $259,950 at 6%; with 50% employer match about $259,950 at 4% or $173,300 at 6%; with 100% employer match about $194,963 at 4% or $129,975 at 6%.
P William Herald Jr PC 401(K) Psp-3$526,504$46,791$15,597iApproximate average salary by contribution assumption: employee only about $389,925 at 4% or $259,950 at 6%; with 50% employer match about $259,950 at 4% or $173,300 at 6%; with 100% employer match about $194,963 at 4% or $129,975 at 6%.
200813$383,560$43,857$14,619iApproximate average salary by contribution assumption: employee only about $365,475 at 4% or $243,650 at 6%; with 50% employer match about $243,650 at 4% or $162,433 at 6%; with 100% employer match about $182,738 at 4% or $121,825 at 6%.
P William Herald Jr PC 401(K) Psp-3$383,560$43,857$14,619iApproximate average salary by contribution assumption: employee only about $365,475 at 4% or $243,650 at 6%; with 50% employer match about $243,650 at 4% or $162,433 at 6%; with 100% employer match about $182,738 at 4% or $121,825 at 6%.
200713$0$0-
P William Herald Jr PC 401(K) Psp-3---
200613$88,786$28,526$9,509iApproximate average salary by contribution assumption: employee only about $237,717 at 4% or $158,478 at 6%; with 50% employer match about $158,478 at 4% or $105,652 at 6%; with 100% employer match about $118,858 at 4% or $79,239 at 6%.
P William Herald Jr PC 401(K) Psp-3$88,786$28,526$9,509iApproximate average salary by contribution assumption: employee only about $237,717 at 4% or $158,478 at 6%; with 50% employer match about $158,478 at 4% or $105,652 at 6%; with 100% employer match about $118,858 at 4% or $79,239 at 6%.
200513$53,158$25,394$8,465iApproximate average salary by contribution assumption: employee only about $211,617 at 4% or $141,078 at 6%; with 50% employer match about $141,078 at 4% or $94,052 at 6%; with 100% employer match about $105,808 at 4% or $70,539 at 6%.
P William Herald Jr PC 401(K) Psp-3$53,158$25,394$8,465iApproximate average salary by contribution assumption: employee only about $211,617 at 4% or $141,078 at 6%; with 50% employer match about $141,078 at 4% or $94,052 at 6%; with 100% employer match about $105,808 at 4% or $70,539 at 6%.
200413$24,569$24,257$8,086iApproximate average salary by contribution assumption: employee only about $202,142 at 4% or $134,761 at 6%; with 50% employer match about $134,761 at 4% or $89,841 at 6%; with 100% employer match about $101,071 at 4% or $67,381 at 6%.
P William Herald Jr PC 401(K) Psp-3$24,569$24,257$8,086iApproximate average salary by contribution assumption: employee only about $202,142 at 4% or $134,761 at 6%; with 50% employer match about $134,761 at 4% or $89,841 at 6%; with 100% employer match about $101,071 at 4% or $67,381 at 6%.