Civic Intelligence

Stephen Herlong & Assoc.

Plan context: Stephen Herlong & Assoc. 401(K) Profit Sharing Plan

EIN 58-2341268 • Sullivans Island, SC • 21 filings • 3 plans

2214 Middle StreetSullivans Island, SC 29482
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$4,057,563

2024 Contributions

$209,365

Historical Graphs

Total Assets Over Time

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

$4,057,563$2,028,782$0200420142024YearValue
$4,057,563Latest year 2024

Participants Over Time

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

1580200420142024YearValue
15Latest 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
2024115$4,057,563$209,365$13,958iApproximate average salary by contribution assumption: employee only about $348,942 at 4% or $232,628 at 6%; with 50% employer match about $232,628 at 4% or $155,085 at 6%; with 100% employer match about $174,471 at 4% or $116,314 at 6%.
Stephen Herlong & Assoc. 401(K) Profit Sharing Plan-15$4,057,563$209,365$13,958iApproximate average salary by contribution assumption: employee only about $348,942 at 4% or $232,628 at 6%; with 50% employer match about $232,628 at 4% or $155,085 at 6%; with 100% employer match about $174,471 at 4% or $116,314 at 6%.
2023115$3,420,389$198,625$13,242iApproximate average salary by contribution assumption: employee only about $331,042 at 4% or $220,694 at 6%; with 50% employer match about $220,694 at 4% or $147,130 at 6%; with 100% employer match about $165,521 at 4% or $110,347 at 6%.
Stephen Herlong & Assoc. 401(K) Profit Sharing Plan-15$3,420,389$198,625$13,242iApproximate average salary by contribution assumption: employee only about $331,042 at 4% or $220,694 at 6%; with 50% employer match about $220,694 at 4% or $147,130 at 6%; with 100% employer match about $165,521 at 4% or $110,347 at 6%.
2022115$2,758,002$365,462$24,364iApproximate average salary by contribution assumption: employee only about $609,103 at 4% or $406,069 at 6%; with 50% employer match about $406,069 at 4% or $270,713 at 6%; with 100% employer match about $304,552 at 4% or $203,034 at 6%.
Stephen Herlong & Assoc. 401(K) Profit Sharing Plan-15$2,758,002$365,462$24,364iApproximate average salary by contribution assumption: employee only about $609,103 at 4% or $406,069 at 6%; with 50% employer match about $406,069 at 4% or $270,713 at 6%; with 100% employer match about $304,552 at 4% or $203,034 at 6%.
2021114$2,846,284$175,694$12,550iApproximate average salary by contribution assumption: employee only about $313,739 at 4% or $209,160 at 6%; with 50% employer match about $209,160 at 4% or $139,440 at 6%; with 100% employer match about $156,870 at 4% or $104,580 at 6%.
Stephen Herlong & Assoc. 401(K) Profit Sharing Plan-14$2,846,284$175,694$12,550iApproximate average salary by contribution assumption: employee only about $313,739 at 4% or $209,160 at 6%; with 50% employer match about $209,160 at 4% or $139,440 at 6%; with 100% employer match about $156,870 at 4% or $104,580 at 6%.
2020110$2,302,706$122,111$12,211iApproximate average salary by contribution assumption: employee only about $305,278 at 4% or $203,518 at 6%; with 50% employer match about $203,518 at 4% or $135,679 at 6%; with 100% employer match about $152,639 at 4% or $101,759 at 6%.
Stephen Herlong & Assoc. 401(K) Profit Sharing Plan-10$2,302,706$122,111$12,211iApproximate average salary by contribution assumption: employee only about $305,278 at 4% or $203,518 at 6%; with 50% employer match about $203,518 at 4% or $135,679 at 6%; with 100% employer match about $152,639 at 4% or $101,759 at 6%.
2019111$2,208,483$130,620$11,875iApproximate average salary by contribution assumption: employee only about $296,864 at 4% or $197,909 at 6%; with 50% employer match about $197,909 at 4% or $131,939 at 6%; with 100% employer match about $148,432 at 4% or $98,955 at 6%.
Stephen Herlong & Assoc. 401(K) Profit Sharing Plan-11$2,208,483$130,620$11,875iApproximate average salary by contribution assumption: employee only about $296,864 at 4% or $197,909 at 6%; with 50% employer match about $197,909 at 4% or $131,939 at 6%; with 100% employer match about $148,432 at 4% or $98,955 at 6%.
2018114$2,400,421$134,951$9,639iApproximate average salary by contribution assumption: employee only about $240,984 at 4% or $160,656 at 6%; with 50% employer match about $160,656 at 4% or $107,104 at 6%; with 100% employer match about $120,492 at 4% or $80,328 at 6%.
Stephen Herlong & Assoc. 401(K) Profit Sharing Plan-14$2,400,421$134,951$9,639iApproximate average salary by contribution assumption: employee only about $240,984 at 4% or $160,656 at 6%; with 50% employer match about $160,656 at 4% or $107,104 at 6%; with 100% employer match about $120,492 at 4% or $80,328 at 6%.
2017114$2,537,357$125,455$8,961iApproximate average salary by contribution assumption: employee only about $224,027 at 4% or $149,351 at 6%; with 50% employer match about $149,351 at 4% or $99,567 at 6%; with 100% employer match about $112,013 at 4% or $74,676 at 6%.
Stephen Herlong & Assoc. 401(K) Profit Sharing Plan-14$2,537,357$125,455$8,961iApproximate average salary by contribution assumption: employee only about $224,027 at 4% or $149,351 at 6%; with 50% employer match about $149,351 at 4% or $99,567 at 6%; with 100% employer match about $112,013 at 4% or $74,676 at 6%.
2016115$2,063,611$142,826$9,522iApproximate average salary by contribution assumption: employee only about $238,043 at 4% or $158,696 at 6%; with 50% employer match about $158,696 at 4% or $105,797 at 6%; with 100% employer match about $119,022 at 4% or $79,348 at 6%.
Stephen Herlong & Assoc. 401(K) Profit Sharing Plan-15$2,063,611$142,826$9,522iApproximate average salary by contribution assumption: employee only about $238,043 at 4% or $158,696 at 6%; with 50% employer match about $158,696 at 4% or $105,797 at 6%; with 100% employer match about $119,022 at 4% or $79,348 at 6%.
2015114$1,742,992$158,000$11,286iApproximate average salary by contribution assumption: employee only about $282,143 at 4% or $188,095 at 6%; with 50% employer match about $188,095 at 4% or $125,397 at 6%; with 100% employer match about $141,071 at 4% or $94,048 at 6%.
Stephen Herlong & Assoc. 401(K) Profit Sharing Plan-14$1,742,992$158,000$11,286iApproximate average salary by contribution assumption: employee only about $282,143 at 4% or $188,095 at 6%; with 50% employer match about $188,095 at 4% or $125,397 at 6%; with 100% employer match about $141,071 at 4% or $94,048 at 6%.
2014111$1,586,371$136,279$12,389iApproximate average salary by contribution assumption: employee only about $309,725 at 4% or $206,483 at 6%; with 50% employer match about $206,483 at 4% or $137,656 at 6%; with 100% employer match about $154,863 at 4% or $103,242 at 6%.
Stephen Herlong & Assoc. 401(K) Profit Sharing Plan-11$1,586,371$136,279$12,389iApproximate average salary by contribution assumption: employee only about $309,725 at 4% or $206,483 at 6%; with 50% employer match about $206,483 at 4% or $137,656 at 6%; with 100% employer match about $154,863 at 4% or $103,242 at 6%.
201319$1,359,027$116,838$12,982iApproximate average salary by contribution assumption: employee only about $324,550 at 4% or $216,367 at 6%; with 50% employer match about $216,367 at 4% or $144,244 at 6%; with 100% employer match about $162,275 at 4% or $108,183 at 6%.
Stephen Herlong & Assoc. 401(K) Profit Sharing Plan-9$1,359,027$116,838$12,982iApproximate average salary by contribution assumption: employee only about $324,550 at 4% or $216,367 at 6%; with 50% employer match about $216,367 at 4% or $144,244 at 6%; with 100% employer match about $162,275 at 4% or $108,183 at 6%.
201219$1,075,582$96,900$10,767iApproximate average salary by contribution assumption: employee only about $269,167 at 4% or $179,444 at 6%; with 50% employer match about $179,444 at 4% or $119,630 at 6%; with 100% employer match about $134,583 at 4% or $89,722 at 6%.
Stephen Herlong & Assoc. 401(K) Profit Sharing Plan-9$1,075,582$96,900$10,767iApproximate average salary by contribution assumption: employee only about $269,167 at 4% or $179,444 at 6%; with 50% employer match about $179,444 at 4% or $119,630 at 6%; with 100% employer match about $134,583 at 4% or $89,722 at 6%.
201118$857,432$75,751$9,469iApproximate average salary by contribution assumption: employee only about $236,722 at 4% or $157,815 at 6%; with 50% employer match about $157,815 at 4% or $105,210 at 6%; with 100% employer match about $118,361 at 4% or $78,907 at 6%.
Stephen Herlong & Assoc. 401(K) Profit Sharing Plan-8$857,432$75,751$9,469iApproximate average salary by contribution assumption: employee only about $236,722 at 4% or $157,815 at 6%; with 50% employer match about $157,815 at 4% or $105,210 at 6%; with 100% employer match about $118,361 at 4% or $78,907 at 6%.
201018$805,776$74,458$9,307iApproximate average salary by contribution assumption: employee only about $232,681 at 4% or $155,121 at 6%; with 50% employer match about $155,121 at 4% or $103,414 at 6%; with 100% employer match about $116,341 at 4% or $77,560 at 6%.
Stephen Herlong & Assoc. 401(K) Profit Sharing Plan-8$805,776$74,458$9,307iApproximate average salary by contribution assumption: employee only about $232,681 at 4% or $155,121 at 6%; with 50% employer match about $155,121 at 4% or $103,414 at 6%; with 100% employer match about $116,341 at 4% or $77,560 at 6%.
2009110$745,164$95,161$9,516iApproximate average salary by contribution assumption: employee only about $237,903 at 4% or $158,602 at 6%; with 50% employer match about $158,602 at 4% or $105,734 at 6%; with 100% employer match about $118,951 at 4% or $79,301 at 6%.
Stephen Herlong & Assoc. 401(K) Profit Sharing Plan-10$745,164$95,161$9,516iApproximate average salary by contribution assumption: employee only about $237,903 at 4% or $158,602 at 6%; with 50% employer match about $158,602 at 4% or $105,734 at 6%; with 100% employer match about $118,951 at 4% or $79,301 at 6%.
2008112$615,425$116,586$9,716iApproximate average salary by contribution assumption: employee only about $242,888 at 4% or $161,925 at 6%; with 50% employer match about $161,925 at 4% or $107,950 at 6%; with 100% employer match about $121,444 at 4% or $80,963 at 6%.
Stephen Herlong & Assoc. 401(K) Profit Sharing Plan-12$615,425$116,586$9,716iApproximate average salary by contribution assumption: employee only about $242,888 at 4% or $161,925 at 6%; with 50% employer match about $161,925 at 4% or $107,950 at 6%; with 100% employer match about $121,444 at 4% or $80,963 at 6%.
2007111$813,963$160,098$14,554iApproximate average salary by contribution assumption: employee only about $363,859 at 4% or $242,573 at 6%; with 50% employer match about $242,573 at 4% or $161,715 at 6%; with 100% employer match about $181,930 at 4% or $121,286 at 6%.
Stephen Herlong & Assoc. 401(K) Profit Sharing Plan-11$813,963$160,098$14,554iApproximate average salary by contribution assumption: employee only about $363,859 at 4% or $242,573 at 6%; with 50% employer match about $242,573 at 4% or $161,715 at 6%; with 100% employer match about $181,930 at 4% or $121,286 at 6%.
2006114$600,495$155,778$11,127iApproximate average salary by contribution assumption: employee only about $278,175 at 4% or $185,450 at 6%; with 50% employer match about $185,450 at 4% or $123,633 at 6%; with 100% employer match about $139,088 at 4% or $92,725 at 6%.
Stephen Herlong & Assoc. 401(K) Profit Sharing Plan-14$600,495$155,778$11,127iApproximate average salary by contribution assumption: employee only about $278,175 at 4% or $185,450 at 6%; with 50% employer match about $185,450 at 4% or $123,633 at 6%; with 100% employer match about $139,088 at 4% or $92,725 at 6%.
2005112$382,437$127,399$10,617iApproximate average salary by contribution assumption: employee only about $265,415 at 4% or $176,943 at 6%; with 50% employer match about $176,943 at 4% or $117,962 at 6%; with 100% employer match about $132,707 at 4% or $88,472 at 6%.
Stephen Herlong & Assoc. 401(K) Profit Sharing Plan-12$382,437$127,399$10,617iApproximate average salary by contribution assumption: employee only about $265,415 at 4% or $176,943 at 6%; with 50% employer match about $176,943 at 4% or $117,962 at 6%; with 100% employer match about $132,707 at 4% or $88,472 at 6%.
2004112$222,060$199,912$16,659iApproximate average salary by contribution assumption: employee only about $416,483 at 4% or $277,656 at 6%; with 50% employer match about $277,656 at 4% or $185,104 at 6%; with 100% employer match about $208,242 at 4% or $138,828 at 6%.
Stephen Herlong & Assoc. 401(K) Profit Sharing Plan-12$222,060$199,912$16,659iApproximate average salary by contribution assumption: employee only about $416,483 at 4% or $277,656 at 6%; with 50% employer match about $277,656 at 4% or $185,104 at 6%; with 100% employer match about $208,242 at 4% or $138,828 at 6%.