Civic Intelligence

Robert D. Hertzberg, P.A.

Plan context: Robert D. Hertzberg, P.A. Retirement Plan and Trust

EIN 65-0159310 • Miami Beach, FL • 21 filings • 2 plans

1620 N View DrMiami Beach, FL 33140-4252
Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$1,579,849

2017 Contributions

$29,579

Historical Graphs

Total Assets Over Time

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

$1,579,849$789,925$0199920082016YearValue
$1,579,849Latest year 2016

Participants Over Time

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

420199920082016YearValue
3Latest 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
201710$0$0-
Robert D. Hertzberg, P.A. Retirement Plan and Trust-0$0$0-
201613$1,579,849$0-
Robert D. Hertzberg, P.A. Retirement Plan and Trust-3$1,579,849$0-
201513$1,472,951$29,579$9,860iApproximate average salary by contribution assumption: employee only about $246,492 at 4% or $164,328 at 6%; with 50% employer match about $164,328 at 4% or $109,552 at 6%; with 100% employer match about $123,246 at 4% or $82,164 at 6%.
Robert D. Hertzberg, P.A. Retirement Plan and Trust-3$1,472,951$29,579$9,860iApproximate average salary by contribution assumption: employee only about $246,492 at 4% or $164,328 at 6%; with 50% employer match about $164,328 at 4% or $109,552 at 6%; with 100% employer match about $123,246 at 4% or $82,164 at 6%.
201413$1,452,654$29,033$9,678iApproximate average salary by contribution assumption: employee only about $241,942 at 4% or $161,294 at 6%; with 50% employer match about $161,294 at 4% or $107,530 at 6%; with 100% employer match about $120,971 at 4% or $80,647 at 6%.
Robert D. Hertzberg, P.A. Retirement Plan and Trust-3$1,452,654$29,033$9,678iApproximate average salary by contribution assumption: employee only about $241,942 at 4% or $161,294 at 6%; with 50% employer match about $161,294 at 4% or $107,530 at 6%; with 100% employer match about $120,971 at 4% or $80,647 at 6%.
201313$1,355,944$30,013$10,004iApproximate average salary by contribution assumption: employee only about $250,108 at 4% or $166,739 at 6%; with 50% employer match about $166,739 at 4% or $111,159 at 6%; with 100% employer match about $125,054 at 4% or $83,369 at 6%.
Robert D. Hertzberg, P.A. Retirement Plan and Trust-3$1,355,944$30,013$10,004iApproximate average salary by contribution assumption: employee only about $250,108 at 4% or $166,739 at 6%; with 50% employer match about $166,739 at 4% or $111,159 at 6%; with 100% employer match about $125,054 at 4% or $83,369 at 6%.
201213$1,120,344$30,340$10,113iApproximate average salary by contribution assumption: employee only about $252,833 at 4% or $168,556 at 6%; with 50% employer match about $168,556 at 4% or $112,370 at 6%; with 100% employer match about $126,417 at 4% or $84,278 at 6%.
Robert D. Hertzberg, P.A. Retirement Plan and Trust-3$1,120,344$30,340$10,113iApproximate average salary by contribution assumption: employee only about $252,833 at 4% or $168,556 at 6%; with 50% employer match about $168,556 at 4% or $112,370 at 6%; with 100% employer match about $126,417 at 4% or $84,278 at 6%.
201113$971,488$29,840$9,947iApproximate average salary by contribution assumption: employee only about $248,667 at 4% or $165,778 at 6%; with 50% employer match about $165,778 at 4% or $110,519 at 6%; with 100% employer match about $124,333 at 4% or $82,889 at 6%.
Robert D. Hertzberg, P.A. Retirement Plan and Trust-3$971,488$29,840$9,947iApproximate average salary by contribution assumption: employee only about $248,667 at 4% or $165,778 at 6%; with 50% employer match about $165,778 at 4% or $110,519 at 6%; with 100% employer match about $124,333 at 4% or $82,889 at 6%.
201013$971,329$55,545$18,515iApproximate average salary by contribution assumption: employee only about $462,875 at 4% or $308,583 at 6%; with 50% employer match about $308,583 at 4% or $205,722 at 6%; with 100% employer match about $231,438 at 4% or $154,292 at 6%.
Robert D. Hertzberg, P.A. Retirement Plan and Trust-3$971,329$55,545$18,515iApproximate average salary by contribution assumption: employee only about $462,875 at 4% or $308,583 at 6%; with 50% employer match about $308,583 at 4% or $205,722 at 6%; with 100% employer match about $231,438 at 4% or $154,292 at 6%.
200914$821,271$63,745$15,936iApproximate average salary by contribution assumption: employee only about $398,406 at 4% or $265,604 at 6%; with 50% employer match about $265,604 at 4% or $177,069 at 6%; with 100% employer match about $199,203 at 4% or $132,802 at 6%.
Robert D. Hertzberg, P.A. Retirement Plan and Trust-4$821,271$63,745$15,936iApproximate average salary by contribution assumption: employee only about $398,406 at 4% or $265,604 at 6%; with 50% employer match about $265,604 at 4% or $177,069 at 6%; with 100% employer match about $199,203 at 4% or $132,802 at 6%.
200813$612,249$59,572$19,857iApproximate average salary by contribution assumption: employee only about $496,433 at 4% or $330,956 at 6%; with 50% employer match about $330,956 at 4% or $220,637 at 6%; with 100% employer match about $248,217 at 4% or $165,478 at 6%.
Robert D. Hertzberg, P.A. Retirement Plan and Trust-3$612,249$59,572$19,857iApproximate average salary by contribution assumption: employee only about $496,433 at 4% or $330,956 at 6%; with 50% employer match about $330,956 at 4% or $220,637 at 6%; with 100% employer match about $248,217 at 4% or $165,478 at 6%.
200713$839,265$54,596$18,199iApproximate average salary by contribution assumption: employee only about $454,967 at 4% or $303,311 at 6%; with 50% employer match about $303,311 at 4% or $202,207 at 6%; with 100% employer match about $227,483 at 4% or $151,656 at 6%.
Robert D. Hertzberg, P.A. Retirement Plan and Trust-3$839,265$54,596$18,199iApproximate average salary by contribution assumption: employee only about $454,967 at 4% or $303,311 at 6%; with 50% employer match about $303,311 at 4% or $202,207 at 6%; with 100% employer match about $227,483 at 4% or $151,656 at 6%.
200612$729,598$54,267$27,134iApproximate average salary by contribution assumption: employee only about $678,338 at 4% or $452,225 at 6%; with 50% employer match about $452,225 at 4% or $301,483 at 6%; with 100% employer match about $339,169 at 4% or $226,113 at 6%.
Robert D. Hertzberg, P.A. Retirement Plan and Trust-2$729,598$54,267$27,134iApproximate average salary by contribution assumption: employee only about $678,338 at 4% or $452,225 at 6%; with 50% employer match about $452,225 at 4% or $301,483 at 6%; with 100% employer match about $339,169 at 4% or $226,113 at 6%.
200513$603,039$54,815$18,272iApproximate average salary by contribution assumption: employee only about $456,792 at 4% or $304,528 at 6%; with 50% employer match about $304,528 at 4% or $203,019 at 6%; with 100% employer match about $228,396 at 4% or $152,264 at 6%.
Robert D. Hertzberg, P.A. Retirement Plan and Trust-3$603,039$54,815$18,272iApproximate average salary by contribution assumption: employee only about $456,792 at 4% or $304,528 at 6%; with 50% employer match about $304,528 at 4% or $203,019 at 6%; with 100% employer match about $228,396 at 4% or $152,264 at 6%.
200423$510,387$52,577$17,526iApproximate average salary by contribution assumption: employee only about $438,142 at 4% or $292,094 at 6%; with 50% employer match about $292,094 at 4% or $194,730 at 6%; with 100% employer match about $219,071 at 4% or $146,047 at 6%.
Robert D. Hertzberg, P.A. Retirement Plan and Trust-3$510,387$52,577$17,526iApproximate average salary by contribution assumption: employee only about $438,142 at 4% or $292,094 at 6%; with 50% employer match about $292,094 at 4% or $194,730 at 6%; with 100% employer match about $219,071 at 4% or $146,047 at 6%.
ROBERT D. HERTZBERG, P.A. DEFINED BENEFIT PENSION PLAN AND TRUST-0---
200322$421,735$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
ROBERT D. HERTZBERG, P.A. DEFINED BENEFIT PENSION PLAN AND TRUST-2$265,913$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Robert D. Hertzberg, P.A. Retirement Plan and Trust-2$155,822--
200212$126,378$0-
Robert D. Hertzberg, P.A. Retirement Plan and Trust-2$126,378--
200113$0$0-
Robert D. Hertzberg, P.A. Retirement Plan and Trust-3---
200014$158,219$37,988$9,497iApproximate average salary by contribution assumption: employee only about $237,425 at 4% or $158,283 at 6%; with 50% employer match about $158,283 at 4% or $105,522 at 6%; with 100% employer match about $118,713 at 4% or $79,142 at 6%.
Robert D. Hertzberg, P.A. Retirement Plan and Trust-4$158,219$37,988$9,497iApproximate average salary by contribution assumption: employee only about $237,425 at 4% or $158,283 at 6%; with 50% employer match about $158,283 at 4% or $105,522 at 6%; with 100% employer match about $118,713 at 4% or $79,142 at 6%.
199912$144,334$36,445$18,223iApproximate average salary by contribution assumption: employee only about $455,563 at 4% or $303,708 at 6%; with 50% employer match about $303,708 at 4% or $202,472 at 6%; with 100% employer match about $227,781 at 4% or $151,854 at 6%.
Robert D. Hertzberg, P.A. Retirement Plan and Trust-2$144,334$36,445$18,223iApproximate average salary by contribution assumption: employee only about $455,563 at 4% or $303,708 at 6%; with 50% employer match about $303,708 at 4% or $202,472 at 6%; with 100% employer match about $227,781 at 4% or $151,854 at 6%.