Warren L. Herron, Jr., M.D., P.A.
Plan context: Warren L. Herron, Jr., M.D., P.A. Employees Profit Sharing Plan & Trust
EIN 59-1376555 • Gulf Breeze, FL • 28 filings • 4 plans
Current Snapshot
Latest Year
2023
2023 Participants
4
2023 Assets
$196,107
2023 Contributions
$13,109
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| Warren L. Herron, Jr., M.D., P.A. Employees Profit Sharing Plan & Trust | - | 0 | $0 | $0 | - |
| 2022 | 1 | 4 | $196,107 | $0 | - |
| Warren L. Herron, Jr., M.D., P.A. Employees Profit Sharing Plan & Trust | - | 4 | $196,107 | $0 | - |
| 2021 | 1 | 4 | $240,422 | $0 | - |
| Warren L. Herron, Jr., M.D., P.A. Employees Profit Sharing Plan & Trust | - | 4 | $240,422 | $0 | - |
| 2020 | 1 | 5 | $2,987,486 | $0 | - |
| Warren L. Herron, Jr., M.D., P.A. Employees Profit Sharing Plan & Trust | - | 5 | $2,987,486 | - | - |
| 2019 | 1 | 5 | $2,984,344 | $0 | - |
| Warren L. Herron, Jr., M.D., P.A. Employees Profit Sharing Plan & Trust | - | 5 | $2,984,344 | - | - |
| 2018 | 1 | 6 | $2,674,883 | $0 | - |
| Warren L. Herron, Jr., M.D., P.A. Employees Profit Sharing Plan & Trust | - | 6 | $2,674,883 | - | - |
| 2017 | 1 | 7 | $2,995,064 | $0 | - |
| Warren L. Herron, Jr., M.D., P.A. Employees Profit Sharing Plan & Trust | - | 7 | $2,995,064 | - | - |
| 2016 | 1 | 7 | $2,710,886 | $0 | - |
| Warren L. Herron, Jr., M.D., P.A. Employees Profit Sharing Plan & Trust | - | 7 | $2,710,886 | - | - |
| 2015 | 1 | 7 | $2,690,536 | $0 | - |
| Warren L. Herron, Jr., M.D., P.A. Employees Profit Sharing Plan & Trust | - | 7 | $2,690,536 | - | - |
| 2014 | 1 | 7 | $2,864,650 | $0 | - |
| Warren L. Herron, Jr., M.D., P.A. Employees Profit Sharing Plan & Trust | - | 7 | $2,864,650 | - | - |
| 2013 | 1 | 8 | $2,958,472 | $13,109 | $1,639iApproximate average salary by contribution assumption: employee only about $40,966 at 4% or $27,310 at 6%; with 50% employer match about $27,310 at 4% or $18,207 at 6%; with 100% employer match about $20,483 at 4% or $13,655 at 6%. |
| Warren L. Herron, Jr., M.D., P.A. Employees Profit Sharing Plan & Trust | - | 8 | $2,958,472 | $13,109 | $1,639iApproximate average salary by contribution assumption: employee only about $40,966 at 4% or $27,310 at 6%; with 50% employer match about $27,310 at 4% or $18,207 at 6%; with 100% employer match about $20,483 at 4% or $13,655 at 6%. |
| 2012 | 1 | 8 | $2,693,700 | $17,451 | $2,181iApproximate average salary by contribution assumption: employee only about $54,534 at 4% or $36,356 at 6%; with 50% employer match about $36,356 at 4% or $24,238 at 6%; with 100% employer match about $27,267 at 4% or $18,178 at 6%. |
| Warren L. Herron, Jr., M.D., P.A. Employees Profit Sharing Plan & Trust | - | 8 | $2,693,700 | $17,451 | $2,181iApproximate average salary by contribution assumption: employee only about $54,534 at 4% or $36,356 at 6%; with 50% employer match about $36,356 at 4% or $24,238 at 6%; with 100% employer match about $27,267 at 4% or $18,178 at 6%. |
| 2011 | 1 | 8 | $2,596,599 | $0 | - |
| Warren L. Herron, Jr., M.D., P.A. Employees Profit Sharing Plan & Trust | - | 8 | $2,596,599 | - | - |
| 2010 | 1 | 8 | $2,823,499 | $0 | - |
| Warren L. Herron, Jr., M.D., P.A. Employees Profit Sharing Plan & Trust | - | 8 | $2,823,499 | - | - |
| 2009 | 1 | 8 | $2,730,305 | $0 | - |
| Warren L. Herron, Jr., M.D., P.A. Employees Profit Sharing Plan & Trust | - | 8 | $2,730,305 | - | - |
| 2008 | 1 | 7 | $2,525,525 | $0 | - |
| Warren L. Herron, Jr., M.D., P.A. Employees Profit Sharing Plan & Trust | - | 7 | $2,525,525 | - | - |
| 2007 | 1 | 7 | $0 | $0 | - |
| Warren L. Herron, Jr., M.D., P.A. Employees Profit Sharing Plan & Trust | - | 7 | - | - | - |
| 2006 | 1 | 9 | $3,100,670 | $0 | - |
| Warren L. Herron, Jr., M.D., P.A. Employees Profit Sharing Plan & Trust | - | 9 | $3,100,670 | - | - |
| 2005 | 1 | 10 | $3,021,371 | $0 | - |
| Warren L. Herron, Jr., M.D., P.A. Employees Profit Sharing Plan & Trust | - | 10 | $3,021,371 | - | - |
| 2004 | 1 | 16 | $3,047,346 | $0 | - |
| Warren L. Herron, Jr., M.D., P.A. Employees Profit Sharing Plan & Trust | - | 16 | $3,047,346 | - | - |
| 2003 | 2 | 13 | $2,957,137 | $0 | - |
| Warren L. Herron, Jr., M.D., P.A. Employees Profit Sharing Plan & Trust | - | 13 | $2,957,137 | - | - |
| Warren L. Herron, Jr., M.D., P.A. Employees Money Purchase Pension Plan & Trust | - | 0 | - | - | - |
| 2002 | 2 | 12 | $2,677,942 | $1,755 | $146iApproximate average salary by contribution assumption: employee only about $3,656 at 4% or $2,438 at 6%; with 50% employer match about $2,438 at 4% or $1,625 at 6%; with 100% employer match about $1,828 at 4% or $1,219 at 6%. |
| Warren L. Herron, Jr., M.D., P.A. Employees Profit Sharing Plan & Trust | - | 12 | $2,104,618 | $1,755 | $146iApproximate average salary by contribution assumption: employee only about $3,656 at 4% or $2,438 at 6%; with 50% employer match about $2,438 at 4% or $1,625 at 6%; with 100% employer match about $1,828 at 4% or $1,219 at 6%. |
| Warren L. Herron, Jr., M.D., P.A. Employees Money Purchase Pension Plan & Trust | - | 12 | $573,324 | - | - |
| 2001 | 2 | 8 | $0 | $0 | - |
| Warren L. Herron, Jr., M.D., P.A. Employees Money Purchase Pension Plan & Trust | - | 8 | - | - | - |
| Warren L. Herron, Jr., M.D., P.A. Employees Profit Sharing Plan & Trust | - | 8 | - | - | - |
| 2000 | 2 | 9 | $1,467,916 | $0 | - |
| Warren L. Herron, Jr., M.D., P.A. Employees Profit Sharing Plan & Trust | - | 9 | $1,467,916 | - | - |
| Warren L. Herron, Jr., M.D., P.A. Employees Money Purchase Pension Plan & Trust | - | 9 | - | - | - |