David a. Herf, M.D.
Plan context: David a. Herf, M.D. Profit Sharing Plan & Trust
EIN 59-2401819 • 51 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$1,140,760
2025 Contributions
$7,500
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $1,140,760 | $0 | - |
| David a. Herf, M.D. Profit Sharing Plan & Trust | - | 0 | $1,140,760 | - | - |
| 2024 | 1 | 0 | $1,176,213 | $0 | - |
| David a. Herf, M.D. Profit Sharing Plan & Trust | - | 0 | $1,176,213 | - | - |
| 2023 | 1 | 1 | $1,463,445 | $0 | - |
| David a. Herf, M.D. Profit Sharing Plan & Trust | - | 1 | $1,463,445 | - | - |
| 2022 | 1 | 1 | $1,497,968 | $0 | - |
| David a. Herf, M.D. Profit Sharing Plan & Trust | - | 1 | $1,497,968 | - | - |
| 2021 | 1 | 1 | $1,456,758 | $0 | - |
| David a. Herf, M.D. Profit Sharing Plan & Trust | - | 1 | $1,456,758 | - | - |
| 2020 | 1 | 1 | $1,476,759 | $0 | - |
| David a. Herf, M.D. Profit Sharing Plan & Trust | - | 1 | $1,476,759 | - | - |
| 2019 | 1 | 1 | $1,490,992 | $0 | - |
| David a. Herf, M.D. Profit Sharing Plan & Trust | - | 1 | $1,490,992 | - | - |
| 2018 | 1 | 1 | $1,520,703 | $0 | - |
| David a. Herf, M.D. Profit Sharing Plan & Trust | - | 1 | $1,520,703 | - | - |
| 2017 | 1 | 1 | $1,211,617 | $0 | - |
| David a. Herf, M.D. Profit Sharing Plan & Trust | - | 1 | $1,211,617 | - | - |
| 2016 | 1 | 1 | $1,194,576 | $0 | - |
| David a. Herf, M.D. Profit Sharing Plan & Trust | - | 1 | $1,194,576 | - | - |
| 2015 | 1 | 1 | $1,215,216 | $0 | - |
| David a. Herf, M.D. Profit Sharing Plan & Trust | - | 1 | $1,215,216 | - | - |
| 2014 | 1 | 4 | $1,310,770 | $7,500 | $1,875iApproximate average salary by contribution assumption: employee only about $46,875 at 4% or $31,250 at 6%; with 50% employer match about $31,250 at 4% or $20,833 at 6%; with 100% employer match about $23,438 at 4% or $15,625 at 6%. |
| David a. Herf, M.D. Profit Sharing Plan & Trust | - | 4 | $1,310,770 | $7,500 | $1,875iApproximate average salary by contribution assumption: employee only about $46,875 at 4% or $31,250 at 6%; with 50% employer match about $31,250 at 4% or $20,833 at 6%; with 100% employer match about $23,438 at 4% or $15,625 at 6%. |
| 2013 | 1 | 4 | $1,177,960 | $15,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| David a. Herf, M.D. Profit Sharing Plan & Trust | - | 4 | $1,177,960 | $15,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| 2012 | 1 | 4 | $1,101,673 | $30,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| David a. Herf, M.D. Profit Sharing Plan & Trust | - | 4 | $1,101,673 | $30,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| 2011 | 1 | 4 | $1,264,125 | $30,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| David a. Herf, M.D. Profit Sharing Plan & Trust | - | 4 | $1,264,125 | $30,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| 2010 | 3 | 3 | $1,766,477 | $51,758 | $17,253iApproximate average salary by contribution assumption: employee only about $431,317 at 4% or $287,544 at 6%; with 50% employer match about $287,544 at 4% or $191,696 at 6%; with 100% employer match about $215,658 at 4% or $143,772 at 6%. |
| David a. Herf, M.D. Profit Sharing Plan & Trust | - | 3 | $1,766,477 | $51,758 | $17,253iApproximate average salary by contribution assumption: employee only about $431,317 at 4% or $287,544 at 6%; with 50% employer match about $287,544 at 4% or $191,696 at 6%; with 100% employer match about $215,658 at 4% or $143,772 at 6%. |
| Citibank Independent Money Purchase Plan | - | 0 | - | - | - |
| Citibank Independent Profit Sharing Plan | - | 0 | - | - | - |
| 2009 | 3 | 3 | $1,664,121 | $63,892 | $21,297iApproximate average salary by contribution assumption: employee only about $532,433 at 4% or $354,956 at 6%; with 50% employer match about $354,956 at 4% or $236,637 at 6%; with 100% employer match about $266,217 at 4% or $177,478 at 6%. |
| David a. Herf, M.D. Profit Sharing Plan & Trust | - | 3 | $1,657,404 | $63,892 | $21,297iApproximate average salary by contribution assumption: employee only about $532,433 at 4% or $354,956 at 6%; with 50% employer match about $354,956 at 4% or $236,637 at 6%; with 100% employer match about $266,217 at 4% or $177,478 at 6%. |
| Citibank Independent Profit Sharing Plan | - | 2 | $5,037 | - | - |
| Citibank Independent Money Purchase Plan | - | 2 | $1,680 | - | - |
| 2008 | 3 | 4 | $1,565,571 | $100,759 | $25,190iApproximate average salary by contribution assumption: employee only about $629,744 at 4% or $419,829 at 6%; with 50% employer match about $419,829 at 4% or $279,886 at 6%; with 100% employer match about $314,872 at 4% or $209,915 at 6%. |
| David a. Herf, M.D. Profit Sharing Plan & Trust | - | 4 | $1,558,327 | $100,759 | $25,190iApproximate average salary by contribution assumption: employee only about $629,744 at 4% or $419,829 at 6%; with 50% employer match about $419,829 at 4% or $279,886 at 6%; with 100% employer match about $314,872 at 4% or $209,915 at 6%. |
| Citibank Independent Profit Sharing Plan | - | 2 | $7,244 | - | - |
| Citibank Independent Money Purchase Plan | - | 2 | - | - | - |
| 2007 | 3 | 5 | $0 | $0 | - |
| Citibank Independent Money Purchase Plan | - | 2 | - | - | - |
| Citibank Independent Profit Sharing Plan | - | 2 | - | - | - |
| David a. Herf, M.D. Profit Sharing Plan & Trust | - | 5 | - | - | - |
| 2006 | 3 | 2 | $1,460,556 | $0 | - |
| David a. Herf, M.D. Profit Sharing Plan & Trust | - | 2 | $1,364,467 | - | - |
| Citibank Independent Profit Sharing Plan | - | 2 | $49,695 | - | - |
| Citibank Independent Money Purchase Plan | - | 2 | $46,394 | - | - |
| 2005 | 3 | 4 | $1,455,768 | $60,439 | $15,110iApproximate average salary by contribution assumption: employee only about $377,744 at 4% or $251,829 at 6%; with 50% employer match about $251,829 at 4% or $167,886 at 6%; with 100% employer match about $188,872 at 4% or $125,915 at 6%. |
| David a. Herf, M.D. Profit Sharing Plan & Trust | - | 4 | $1,365,354 | $60,439 | $15,110iApproximate average salary by contribution assumption: employee only about $377,744 at 4% or $251,829 at 6%; with 50% employer match about $251,829 at 4% or $167,886 at 6%; with 100% employer match about $188,872 at 4% or $125,915 at 6%. |
| Citibank Independent Profit Sharing Plan | - | 2 | $46,719 | - | - |
| Citibank Independent Money Purchase Plan | - | 2 | $43,695 | - | - |
| 2004 | 3 | 5 | $1,372,028 | $57,138 | $11,428iApproximate average salary by contribution assumption: employee only about $285,690 at 4% or $190,460 at 6%; with 50% employer match about $190,460 at 4% or $126,973 at 6%; with 100% employer match about $142,845 at 4% or $95,230 at 6%. |
| David a. Herf, M.D. Profit Sharing Plan & Trust | - | 5 | $1,281,614 | $57,138 | $11,428iApproximate average salary by contribution assumption: employee only about $285,690 at 4% or $190,460 at 6%; with 50% employer match about $190,460 at 4% or $126,973 at 6%; with 100% employer match about $142,845 at 4% or $95,230 at 6%. |
| Citibank Independent Profit Sharing Plan | - | 2 | $46,719 | - | - |
| Citibank Independent Money Purchase Plan | - | 2 | $43,695 | - | - |
| 2003 | 3 | 5 | $0 | $0 | - |
| David a. Herf, M.D. Profit Sharing Plan & Trust | - | 5 | - | - | - |
| Citibank Independent Money Purchase Plan | - | 2 | - | - | - |
| Citibank Independent Profit Sharing Plan | - | 0 | - | - | - |
| 2002 | 3 | 4 | $883,866 | $54,505 | $13,626iApproximate average salary by contribution assumption: employee only about $340,656 at 4% or $227,104 at 6%; with 50% employer match about $227,104 at 4% or $151,403 at 6%; with 100% employer match about $170,328 at 4% or $113,552 at 6%. |
| David a. Herf, M.D. Profit Sharing Plan & Trust | - | 4 | $798,586 | $54,505 | $13,626iApproximate average salary by contribution assumption: employee only about $340,656 at 4% or $227,104 at 6%; with 50% employer match about $227,104 at 4% or $151,403 at 6%; with 100% employer match about $170,328 at 4% or $113,552 at 6%. |
| Citibank Independent Profit Sharing Plan | - | 2 | $43,802 | - | - |
| Citibank Independent Money Purchase Plan | - | 2 | $41,478 | - | - |
| 2001 | 3 | 5 | $0 | $0 | - |
| Citibank Independent Money Purchase Plan | - | 2 | - | - | - |
| David a. Herf, M.D. Profit Sharing Plan & Trust | - | 5 | - | - | - |
| Citibank Independent Profit Sharing Plan | - | 2 | - | - | - |
| 2000 | 3 | 2 | $1,015,452 | $41,569 | $20,785iApproximate average salary by contribution assumption: employee only about $519,613 at 4% or $346,408 at 6%; with 50% employer match about $346,408 at 4% or $230,939 at 6%; with 100% employer match about $259,806 at 4% or $173,204 at 6%. |
| David a. Herf, M.D. Profit Sharing Plan & Trust | - | 0 | $1,015,452 | $41,569 | - |
| Citibank Independent Profit Sharing Plan | - | 2 | - | - | - |
| Citibank Independent Money Purchase Plan | - | 2 | - | - | - |
| 1999 | 3 | 5 | $1,006,233 | $41,176 | $8,235iApproximate average salary by contribution assumption: employee only about $205,880 at 4% or $137,253 at 6%; with 50% employer match about $137,253 at 4% or $91,502 at 6%; with 100% employer match about $102,940 at 4% or $68,627 at 6%. |
| David a. Herf, M.D. Profit Sharing Plan & Trust | - | 5 | $931,847 | $41,176 | $8,235iApproximate average salary by contribution assumption: employee only about $205,880 at 4% or $137,253 at 6%; with 50% employer match about $137,253 at 4% or $91,502 at 6%; with 100% employer match about $102,940 at 4% or $68,627 at 6%. |
| Citibank Independent Profit Sharing Plan | - | 2 | $38,042 | - | - |
| Citibank Independent Money Purchase Plan | - | 2 | $36,344 | - | - |