Civic Intelligence

Herlee Management Company Inc.

Plan context: Herlee Management Company Inc. Cash or Deferred Profit Sharing Plan

EIN 59-1709006 • 19 filings • 4 plans

Current Snapshot

Latest Year

2016

2016 Participants

182

2016 Assets

$828,281

2016 Contributions

$69,892

Historical Graphs

Total Assets Over Time

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

$5,969,624$2,984,812$0199920082016YearValue
$828,281Latest year 2016

Participants Over Time

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

4142070199920082016YearValue
182Latest year 2016

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
20161182$828,281$69,892$384iApproximate average salary by contribution assumption: employee only about $9,601 at 4% or $6,400 at 6%; with 50% employer match about $6,400 at 4% or $4,267 at 6%; with 100% employer match about $4,800 at 4% or $3,200 at 6%.
Herlee Management Company Inc. Cash or Deferred Profit Sharing Plan-182$828,281$69,892$384iApproximate average salary by contribution assumption: employee only about $9,601 at 4% or $6,400 at 6%; with 50% employer match about $6,400 at 4% or $4,267 at 6%; with 100% employer match about $4,800 at 4% or $3,200 at 6%.
20151183$1,405,957$82,864$453iApproximate average salary by contribution assumption: employee only about $11,320 at 4% or $7,547 at 6%; with 50% employer match about $7,547 at 4% or $5,031 at 6%; with 100% employer match about $5,660 at 4% or $3,773 at 6%.
Herlee Management Company Inc. Cash or Deferred Profit Sharing Plan-183$1,405,957$82,864$453iApproximate average salary by contribution assumption: employee only about $11,320 at 4% or $7,547 at 6%; with 50% employer match about $7,547 at 4% or $5,031 at 6%; with 100% employer match about $5,660 at 4% or $3,773 at 6%.
20141347$2,165,509$110,498$318iApproximate average salary by contribution assumption: employee only about $7,961 at 4% or $5,307 at 6%; with 50% employer match about $5,307 at 4% or $3,538 at 6%; with 100% employer match about $3,980 at 4% or $2,654 at 6%.
Herlee Management Company Inc. Cash or Deferred Profit Sharing Plan-347$2,165,509$110,498$318iApproximate average salary by contribution assumption: employee only about $7,961 at 4% or $5,307 at 6%; with 50% employer match about $5,307 at 4% or $3,538 at 6%; with 100% employer match about $3,980 at 4% or $2,654 at 6%.
20131341$2,939,137$172,590$506iApproximate average salary by contribution assumption: employee only about $12,653 at 4% or $8,435 at 6%; with 50% employer match about $8,435 at 4% or $5,624 at 6%; with 100% employer match about $6,327 at 4% or $4,218 at 6%.
Herlee Management Company Inc. Cash or Deferred Profit Sharing Plan-341$2,939,137$172,590$506iApproximate average salary by contribution assumption: employee only about $12,653 at 4% or $8,435 at 6%; with 50% employer match about $8,435 at 4% or $5,624 at 6%; with 100% employer match about $6,327 at 4% or $4,218 at 6%.
20121319$3,201,764$222,619$698iApproximate average salary by contribution assumption: employee only about $17,447 at 4% or $11,631 at 6%; with 50% employer match about $11,631 at 4% or $7,754 at 6%; with 100% employer match about $8,723 at 4% or $5,816 at 6%.
Herlee Management Company Inc. Cash or Deferred Profit Sharing Plan-319$3,201,764$222,619$698iApproximate average salary by contribution assumption: employee only about $17,447 at 4% or $11,631 at 6%; with 50% employer match about $11,631 at 4% or $7,754 at 6%; with 100% employer match about $8,723 at 4% or $5,816 at 6%.
20112142$5,969,624$663,504$4,673iApproximate average salary by contribution assumption: employee only about $116,814 at 4% or $77,876 at 6%; with 50% employer match about $77,876 at 4% or $51,917 at 6%; with 100% employer match about $58,407 at 4% or $38,938 at 6%.
Herlee Management Company Inc. Cash or Deferred Profit Sharing Plan-142$2,984,812$331,752$2,336iApproximate average salary by contribution assumption: employee only about $58,407 at 4% or $38,938 at 6%; with 50% employer match about $38,938 at 4% or $25,959 at 6%; with 100% employer match about $29,204 at 4% or $19,469 at 6%.
Herlee Management Company Inc. Cash or Deferred Profit Sharing Plan-142$2,984,812$331,752$2,336iApproximate average salary by contribution assumption: employee only about $58,407 at 4% or $38,938 at 6%; with 50% employer match about $38,938 at 4% or $25,959 at 6%; with 100% employer match about $29,204 at 4% or $19,469 at 6%.
20101315$3,126,112$357,788$1,136iApproximate average salary by contribution assumption: employee only about $28,396 at 4% or $18,931 at 6%; with 50% employer match about $18,931 at 4% or $12,620 at 6%; with 100% employer match about $14,198 at 4% or $9,465 at 6%.
Herlee Management Company Inc. Cash or Deferred Profit Sharing Plan-315$3,126,112$357,788$1,136iApproximate average salary by contribution assumption: employee only about $28,396 at 4% or $18,931 at 6%; with 50% employer match about $18,931 at 4% or $12,620 at 6%; with 100% employer match about $14,198 at 4% or $9,465 at 6%.
20091338$2,871,206$261,268$773iApproximate average salary by contribution assumption: employee only about $19,325 at 4% or $12,883 at 6%; with 50% employer match about $12,883 at 4% or $8,589 at 6%; with 100% employer match about $9,662 at 4% or $6,442 at 6%.
Herlee Management Company Inc. Cash or Deferred Profit Sharing Plan-338$2,871,206$261,268$773iApproximate average salary by contribution assumption: employee only about $19,325 at 4% or $12,883 at 6%; with 50% employer match about $12,883 at 4% or $8,589 at 6%; with 100% employer match about $9,662 at 4% or $6,442 at 6%.
20081321$2,619,112$370,689$1,155iApproximate average salary by contribution assumption: employee only about $28,870 at 4% or $19,247 at 6%; with 50% employer match about $19,247 at 4% or $12,831 at 6%; with 100% employer match about $14,435 at 4% or $9,623 at 6%.
Herlee Management Company Inc. Cash or Deferred Profit Sharing Plan-321$2,619,112$370,689$1,155iApproximate average salary by contribution assumption: employee only about $28,870 at 4% or $19,247 at 6%; with 50% employer match about $19,247 at 4% or $12,831 at 6%; with 100% employer match about $14,435 at 4% or $9,623 at 6%.
20071298$3,589,928$428,736$1,439iApproximate average salary by contribution assumption: employee only about $35,968 at 4% or $23,979 at 6%; with 50% employer match about $23,979 at 4% or $15,986 at 6%; with 100% employer match about $17,984 at 4% or $11,989 at 6%.
Herlee Management Company Inc. Cash or Deferred Profit Sharing Plan-298$3,589,928$428,736$1,439iApproximate average salary by contribution assumption: employee only about $35,968 at 4% or $23,979 at 6%; with 50% employer match about $23,979 at 4% or $15,986 at 6%; with 100% employer match about $17,984 at 4% or $11,989 at 6%.
20061414$3,449,857$438,678$1,060iApproximate average salary by contribution assumption: employee only about $26,490 at 4% or $17,660 at 6%; with 50% employer match about $17,660 at 4% or $11,773 at 6%; with 100% employer match about $13,245 at 4% or $8,830 at 6%.
Herlee Management Company Inc. Cash or Deferred Profit Sharing Plan-414$3,449,857$438,678$1,060iApproximate average salary by contribution assumption: employee only about $26,490 at 4% or $17,660 at 6%; with 50% employer match about $17,660 at 4% or $11,773 at 6%; with 100% employer match about $13,245 at 4% or $8,830 at 6%.
20051308$2,883,704$352,559$1,145iApproximate average salary by contribution assumption: employee only about $28,617 at 4% or $19,078 at 6%; with 50% employer match about $19,078 at 4% or $12,719 at 6%; with 100% employer match about $14,308 at 4% or $9,539 at 6%.
Herlee Management Company Inc. Cash or Deferred Profit Sharing Plan-308$2,883,704$352,559$1,145iApproximate average salary by contribution assumption: employee only about $28,617 at 4% or $19,078 at 6%; with 50% employer match about $19,078 at 4% or $12,719 at 6%; with 100% employer match about $14,308 at 4% or $9,539 at 6%.
20041355$2,630,539$421,004$1,186iApproximate average salary by contribution assumption: employee only about $29,648 at 4% or $19,765 at 6%; with 50% employer match about $19,765 at 4% or $13,177 at 6%; with 100% employer match about $14,824 at 4% or $9,883 at 6%.
Herlee Management Company Inc. Cash or Deferred Profit Sharing Plan-355$2,630,539$421,004$1,186iApproximate average salary by contribution assumption: employee only about $29,648 at 4% or $19,765 at 6%; with 50% employer match about $19,765 at 4% or $13,177 at 6%; with 100% employer match about $14,824 at 4% or $9,883 at 6%.
20031277$2,373,089$254,750$920iApproximate average salary by contribution assumption: employee only about $22,992 at 4% or $15,328 at 6%; with 50% employer match about $15,328 at 4% or $10,219 at 6%; with 100% employer match about $11,496 at 4% or $7,664 at 6%.
Herlee Management Company Inc. Cash or Deferred Profit Sharing Plan-277$2,373,089$254,750$920iApproximate average salary by contribution assumption: employee only about $22,992 at 4% or $15,328 at 6%; with 50% employer match about $15,328 at 4% or $10,219 at 6%; with 100% employer match about $11,496 at 4% or $7,664 at 6%.
20021243$2,007,195$241,704$995iApproximate average salary by contribution assumption: employee only about $24,867 at 4% or $16,578 at 6%; with 50% employer match about $16,578 at 4% or $11,052 at 6%; with 100% employer match about $12,433 at 4% or $8,289 at 6%.
Herlee Management Company Inc. Cash or Deferred Profit Sharing Plan-243$2,007,195$241,704$995iApproximate average salary by contribution assumption: employee only about $24,867 at 4% or $16,578 at 6%; with 50% employer match about $16,578 at 4% or $11,052 at 6%; with 100% employer match about $12,433 at 4% or $8,289 at 6%.
20011243$1,893,661$212,418$874iApproximate average salary by contribution assumption: employee only about $21,854 at 4% or $14,569 at 6%; with 50% employer match about $14,569 at 4% or $9,713 at 6%; with 100% employer match about $10,927 at 4% or $7,285 at 6%.
Herlee Management Company Inc. Cash or Deferred Profit Sharing Plan-243$1,893,661$212,418$874iApproximate average salary by contribution assumption: employee only about $21,854 at 4% or $14,569 at 6%; with 50% employer match about $14,569 at 4% or $9,713 at 6%; with 100% employer match about $10,927 at 4% or $7,285 at 6%.
20001248$2,022,542$272,059$1,097iApproximate average salary by contribution assumption: employee only about $27,425 at 4% or $18,284 at 6%; with 50% employer match about $18,284 at 4% or $12,189 at 6%; with 100% employer match about $13,713 at 4% or $9,142 at 6%.
Herlee Management Company Inc. Cash or Deferred Profit Sharing Plan-248$2,022,542$272,059$1,097iApproximate average salary by contribution assumption: employee only about $27,425 at 4% or $18,284 at 6%; with 50% employer match about $18,284 at 4% or $12,189 at 6%; with 100% employer match about $13,713 at 4% or $9,142 at 6%.
19991296$2,181,890$401,848$1,358iApproximate average salary by contribution assumption: employee only about $33,940 at 4% or $22,627 at 6%; with 50% employer match about $22,627 at 4% or $15,084 at 6%; with 100% employer match about $16,970 at 4% or $11,313 at 6%.
Herlee Management Company Inc. Cash or Deferred Profit Sharing Plan-296$2,181,890$401,848$1,358iApproximate average salary by contribution assumption: employee only about $33,940 at 4% or $22,627 at 6%; with 50% employer match about $22,627 at 4% or $15,084 at 6%; with 100% employer match about $16,970 at 4% or $11,313 at 6%.