Civic Intelligence

Jill Hertzberg, P.A.

Plan context: Jill Hertzberg, P.A. 401(K) Retirement Plan and Trust

EIN 65-0671498 • Miami Beach, FL • 22 filings • 3 plans

1620 Northview DriveMiami Beach, FL 33140
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$6,485,158

2024 Contributions

$33,116

Historical Graphs

Total Assets Over Time

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

$6,485,158$3,242,579$0200920172024YearValue
$6,485,158Latest year 2024

Participants Over Time

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

630200920172024YearValue
4Latest 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
202414$6,485,158$33,116$8,279iApproximate average salary by contribution assumption: employee only about $206,975 at 4% or $137,983 at 6%; with 50% employer match about $137,983 at 4% or $91,989 at 6%; with 100% employer match about $103,488 at 4% or $68,992 at 6%.
Jill Hertzberg, P.A. 401(K) Retirement Plan and Trust-4$6,485,158$33,116$8,279iApproximate average salary by contribution assumption: employee only about $206,975 at 4% or $137,983 at 6%; with 50% employer match about $137,983 at 4% or $91,989 at 6%; with 100% employer match about $103,488 at 4% or $68,992 at 6%.
202316$5,873,845$55,272$9,212iApproximate average salary by contribution assumption: employee only about $230,300 at 4% or $153,533 at 6%; with 50% employer match about $153,533 at 4% or $102,356 at 6%; with 100% employer match about $115,150 at 4% or $76,767 at 6%.
Jill Hertzberg, P.A. 401(K) Retirement Plan and Trust-6$5,873,845$55,272$9,212iApproximate average salary by contribution assumption: employee only about $230,300 at 4% or $153,533 at 6%; with 50% employer match about $153,533 at 4% or $102,356 at 6%; with 100% employer match about $115,150 at 4% or $76,767 at 6%.
202216$5,174,348$53,254$8,876iApproximate average salary by contribution assumption: employee only about $221,892 at 4% or $147,928 at 6%; with 50% employer match about $147,928 at 4% or $98,619 at 6%; with 100% employer match about $110,946 at 4% or $73,964 at 6%.
Jill Hertzberg, P.A. 401(K) Retirement Plan and Trust-6$5,174,348$53,254$8,876iApproximate average salary by contribution assumption: employee only about $221,892 at 4% or $147,928 at 6%; with 50% employer match about $147,928 at 4% or $98,619 at 6%; with 100% employer match about $110,946 at 4% or $73,964 at 6%.
202116$5,863,481$49,152$8,192iApproximate average salary by contribution assumption: employee only about $204,800 at 4% or $136,533 at 6%; with 50% employer match about $136,533 at 4% or $91,022 at 6%; with 100% employer match about $102,400 at 4% or $68,267 at 6%.
Jill Hertzberg, P.A. 401(K) Retirement Plan and Trust-6$5,863,481$49,152$8,192iApproximate average salary by contribution assumption: employee only about $204,800 at 4% or $136,533 at 6%; with 50% employer match about $136,533 at 4% or $91,022 at 6%; with 100% employer match about $102,400 at 4% or $68,267 at 6%.
202016$5,285,286$43,056$7,176iApproximate average salary by contribution assumption: employee only about $179,400 at 4% or $119,600 at 6%; with 50% employer match about $119,600 at 4% or $79,733 at 6%; with 100% employer match about $89,700 at 4% or $59,800 at 6%.
Jill Hertzberg, P.A. 401(K) Retirement Plan and Trust-6$5,285,286$43,056$7,176iApproximate average salary by contribution assumption: employee only about $179,400 at 4% or $119,600 at 6%; with 50% employer match about $119,600 at 4% or $79,733 at 6%; with 100% employer match about $89,700 at 4% or $59,800 at 6%.
201914$4,529,984$35,574$8,894iApproximate average salary by contribution assumption: employee only about $222,338 at 4% or $148,225 at 6%; with 50% employer match about $148,225 at 4% or $98,817 at 6%; with 100% employer match about $111,169 at 4% or $74,113 at 6%.
Jill Hertzberg, P.A. 401(K) Retirement Plan and Trust-4$4,529,984$35,574$8,894iApproximate average salary by contribution assumption: employee only about $222,338 at 4% or $148,225 at 6%; with 50% employer match about $148,225 at 4% or $98,817 at 6%; with 100% employer match about $111,169 at 4% or $74,113 at 6%.
201814$3,843,514$34,804$8,701iApproximate average salary by contribution assumption: employee only about $217,525 at 4% or $145,017 at 6%; with 50% employer match about $145,017 at 4% or $96,678 at 6%; with 100% employer match about $108,763 at 4% or $72,508 at 6%.
Jill Hertzberg, P.A. 401(K) Retirement Plan and Trust-4$3,843,514$34,804$8,701iApproximate average salary by contribution assumption: employee only about $217,525 at 4% or $145,017 at 6%; with 50% employer match about $145,017 at 4% or $96,678 at 6%; with 100% employer match about $108,763 at 4% or $72,508 at 6%.
201714$3,935,469$39,106$9,777iApproximate average salary by contribution assumption: employee only about $244,413 at 4% or $162,942 at 6%; with 50% employer match about $162,942 at 4% or $108,628 at 6%; with 100% employer match about $122,206 at 4% or $81,471 at 6%.
Jill Hertzberg, P.A. 401(K) Retirement Plan and Trust-4$3,935,469$39,106$9,777iApproximate average salary by contribution assumption: employee only about $244,413 at 4% or $162,942 at 6%; with 50% employer match about $162,942 at 4% or $108,628 at 6%; with 100% employer match about $122,206 at 4% or $81,471 at 6%.
201614$3,413,480$2,667,001$666,750iApproximate average salary by contribution assumption: employee only about $16,668,756 at 4% or $11,112,504 at 6%; with 50% employer match about $11,112,504 at 4% or $7,408,336 at 6%; with 100% employer match about $8,334,378 at 4% or $5,556,252 at 6%.
Jill Hertzberg, P.A. 401(K) Retirement Plan and Trust-4$3,413,480$2,667,001$666,750iApproximate average salary by contribution assumption: employee only about $16,668,756 at 4% or $11,112,504 at 6%; with 50% employer match about $11,112,504 at 4% or $7,408,336 at 6%; with 100% employer match about $8,334,378 at 4% or $5,556,252 at 6%.
201524$3,167,399$285,660$71,415iApproximate average salary by contribution assumption: employee only about $1,785,375 at 4% or $1,190,250 at 6%; with 50% employer match about $1,190,250 at 4% or $793,500 at 6%; with 100% employer match about $892,688 at 4% or $595,125 at 6%.
JILL HERTZBERG, P.A. RETIREMENT PLAN AND TRUST-1$2,576,272$235,000$235,000iApproximate average salary by contribution assumption: employee only about $5,875,000 at 4% or $3,916,667 at 6%; with 50% employer match about $3,916,667 at 4% or $2,611,111 at 6%; with 100% employer match about $2,937,500 at 4% or $1,958,333 at 6%.
Jill Hertzberg, P.A. 401(K) Retirement Plan and Trust-4$591,127$50,660$12,665iApproximate average salary by contribution assumption: employee only about $316,625 at 4% or $211,083 at 6%; with 50% employer match about $211,083 at 4% or $140,722 at 6%; with 100% employer match about $158,313 at 4% or $105,542 at 6%.
201412$2,371,570$346,492$173,246iApproximate average salary by contribution assumption: employee only about $4,331,150 at 4% or $2,887,433 at 6%; with 50% employer match about $2,887,433 at 4% or $1,924,956 at 6%; with 100% employer match about $2,165,575 at 4% or $1,443,717 at 6%.
JILL HERTZBERG, P.A. RETIREMENT PLAN AND TRUST-2$2,371,570$346,492$173,246iApproximate average salary by contribution assumption: employee only about $4,331,150 at 4% or $2,887,433 at 6%; with 50% employer match about $2,887,433 at 4% or $1,924,956 at 6%; with 100% employer match about $2,165,575 at 4% or $1,443,717 at 6%.
201322$2,475,455$438,300$219,150iApproximate average salary by contribution assumption: employee only about $5,478,750 at 4% or $3,652,500 at 6%; with 50% employer match about $3,652,500 at 4% or $2,435,000 at 6%; with 100% employer match about $2,739,375 at 4% or $1,826,250 at 6%.
JILL HERTZBERG, P.A. RETIREMENT PLAN AND TRUST-2$1,982,222$400,000$200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%.
Jill Hertzberg, P.A. 401(K) Retirement Plan and Trust-1$493,233$38,300$38,300iApproximate average salary by contribution assumption: employee only about $957,500 at 4% or $638,333 at 6%; with 50% employer match about $638,333 at 4% or $425,556 at 6%; with 100% employer match about $478,750 at 4% or $319,167 at 6%.
201222$1,875,799$337,500$168,750iApproximate average salary by contribution assumption: employee only about $4,218,750 at 4% or $2,812,500 at 6%; with 50% employer match about $2,812,500 at 4% or $1,875,000 at 6%; with 100% employer match about $2,109,375 at 4% or $1,406,250 at 6%.
JILL HERTZBERG, P.A. RETIREMENT PLAN AND TRUST-2$1,456,953$300,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
Jill Hertzberg, P.A. 401(K) Retirement Plan and Trust-1$418,846$37,500$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
201122$1,383,364$351,700$175,850iApproximate average salary by contribution assumption: employee only about $4,396,250 at 4% or $2,930,833 at 6%; with 50% employer match about $2,930,833 at 4% or $1,953,889 at 6%; with 100% employer match about $2,198,125 at 4% or $1,465,417 at 6%.
JILL HERTZBERG, P.A. RETIREMENT PLAN AND TRUST-2$1,004,069$315,000$157,500iApproximate average salary by contribution assumption: employee only about $3,937,500 at 4% or $2,625,000 at 6%; with 50% employer match about $2,625,000 at 4% or $1,750,000 at 6%; with 100% employer match about $1,968,750 at 4% or $1,312,500 at 6%.
Jill Hertzberg, P.A. 401(K) Retirement Plan and Trust-1$379,295$36,700$36,700iApproximate average salary by contribution assumption: employee only about $917,500 at 4% or $611,667 at 6%; with 50% employer match about $611,667 at 4% or $407,778 at 6%; with 100% employer match about $458,750 at 4% or $305,833 at 6%.
201022$1,082,770$150,320$75,160iApproximate average salary by contribution assumption: employee only about $1,879,000 at 4% or $1,252,667 at 6%; with 50% employer match about $1,252,667 at 4% or $835,111 at 6%; with 100% employer match about $939,500 at 4% or $626,333 at 6%.
JILL HERTZBERG, P.A. RETIREMENT PLAN AND TRUST-2$723,936$121,000$60,500iApproximate average salary by contribution assumption: employee only about $1,512,500 at 4% or $1,008,333 at 6%; with 50% employer match about $1,008,333 at 4% or $672,222 at 6%; with 100% employer match about $756,250 at 4% or $504,167 at 6%.
Jill Hertzberg, P.A. 401(K) Retirement Plan and Trust-1$358,834$29,320$29,320iApproximate average salary by contribution assumption: employee only about $733,000 at 4% or $488,667 at 6%; with 50% employer match about $488,667 at 4% or $325,778 at 6%; with 100% employer match about $366,500 at 4% or $244,333 at 6%.
200923$847,925$108,408$36,136iApproximate average salary by contribution assumption: employee only about $903,400 at 4% or $602,267 at 6%; with 50% employer match about $602,267 at 4% or $401,511 at 6%; with 100% employer match about $451,700 at 4% or $301,133 at 6%.
JILL HERTZBERG, P.A. RETIREMENT PLAN AND TRUST-3$550,198$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
Jill Hertzberg, P.A. 401(K) Retirement Plan and Trust-1$297,727$28,408$28,408iApproximate average salary by contribution assumption: employee only about $710,200 at 4% or $473,467 at 6%; with 50% employer match about $473,467 at 4% or $315,644 at 6%; with 100% employer match about $355,100 at 4% or $236,733 at 6%.