Civic Intelligence

Leo & Carolyn Hebert

Plan context: Drs Leo & Carolyn S Hebert Serp Trust

EIN 72-0703407 • 16 filings • 8 plans

Current Snapshot

Latest Year

2007

2007 Participants

6

2007 Assets

$3,928,688

2007 Contributions

$26,448

Historical Graphs

Total Assets Over Time

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

$3,928,688$1,964,344$0200020032006YearValue
$3,928,688Latest year 2006

Participants Over Time

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

630200020032006YearValue
6Latest year 2006

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
200720$0$26,448-
Drs Leo & Carolyn S Hebert Prototype Money Purchase Serp-0-$13,224-
Drs Leo & Carolyn S Hebert Serp Trust-0-$13,224-
200626$3,928,688$61,592$10,265iApproximate average salary by contribution assumption: employee only about $256,633 at 4% or $171,089 at 6%; with 50% employer match about $171,089 at 4% or $114,059 at 6%; with 100% employer match about $128,317 at 4% or $85,544 at 6%.
Drs Leo & Carolyn S Hebert Serp Trust-6$2,464,469$30,796$5,133iApproximate average salary by contribution assumption: employee only about $128,317 at 4% or $85,544 at 6%; with 50% employer match about $85,544 at 4% or $57,030 at 6%; with 100% employer match about $64,158 at 4% or $42,772 at 6%.
Drs Leo & Carolyn S Hebert Prototype Money Purchase Serp-6$1,464,219$30,796$5,133iApproximate average salary by contribution assumption: employee only about $128,317 at 4% or $85,544 at 6%; with 50% employer match about $85,544 at 4% or $57,030 at 6%; with 100% employer match about $64,158 at 4% or $42,772 at 6%.
200526$3,704,531$64,026$10,671iApproximate average salary by contribution assumption: employee only about $266,775 at 4% or $177,850 at 6%; with 50% employer match about $177,850 at 4% or $118,567 at 6%; with 100% employer match about $133,388 at 4% or $88,925 at 6%.
Drs Leo & Carolyn S Hebert Serp Trust-6$2,331,141$32,013$5,336iApproximate average salary by contribution assumption: employee only about $133,388 at 4% or $88,925 at 6%; with 50% employer match about $88,925 at 4% or $59,283 at 6%; with 100% employer match about $66,694 at 4% or $44,463 at 6%.
Drs Leo & Carolyn S Hebert Prototype Money Purchase Serp-6$1,373,390$32,013$5,336iApproximate average salary by contribution assumption: employee only about $133,388 at 4% or $88,925 at 6%; with 50% employer match about $88,925 at 4% or $59,283 at 6%; with 100% employer match about $66,694 at 4% or $44,463 at 6%.
200426$3,469,880$77,510$12,918iApproximate average salary by contribution assumption: employee only about $322,958 at 4% or $215,306 at 6%; with 50% employer match about $215,306 at 4% or $143,537 at 6%; with 100% employer match about $161,479 at 4% or $107,653 at 6%.
Drs Leo & Carolyn S Hebert Serp Trust-6$2,202,853$38,755$6,459iApproximate average salary by contribution assumption: employee only about $161,479 at 4% or $107,653 at 6%; with 50% employer match about $107,653 at 4% or $71,769 at 6%; with 100% employer match about $80,740 at 4% or $53,826 at 6%.
Drs Leo & Carolyn S Hebert Prototype Money Purchase Serp-6$1,267,027$38,755$6,459iApproximate average salary by contribution assumption: employee only about $161,479 at 4% or $107,653 at 6%; with 50% employer match about $107,653 at 4% or $71,769 at 6%; with 100% employer match about $80,740 at 4% or $53,826 at 6%.
200326$3,410,763$77,066$12,844iApproximate average salary by contribution assumption: employee only about $321,108 at 4% or $214,072 at 6%; with 50% employer match about $214,072 at 4% or $142,715 at 6%; with 100% employer match about $160,554 at 4% or $107,036 at 6%.
Drs Leo & Carolyn S Hebert Serp Trust-6$2,169,162$38,533$6,422iApproximate average salary by contribution assumption: employee only about $160,554 at 4% or $107,036 at 6%; with 50% employer match about $107,036 at 4% or $71,357 at 6%; with 100% employer match about $80,277 at 4% or $53,518 at 6%.
Drs Leo & Carolyn S Hebert Prototype Money Purchase Serp-6$1,241,601$38,533$6,422iApproximate average salary by contribution assumption: employee only about $160,554 at 4% or $107,036 at 6%; with 50% employer match about $107,036 at 4% or $71,357 at 6%; with 100% employer match about $80,277 at 4% or $53,518 at 6%.
200226$3,286,718$77,108$12,851iApproximate average salary by contribution assumption: employee only about $321,283 at 4% or $214,189 at 6%; with 50% employer match about $214,189 at 4% or $142,793 at 6%; with 100% employer match about $160,642 at 4% or $107,094 at 6%.
Drs Leo & Carolyn S Hebert Serp Trust-0$2,101,084$38,554-
Drs Leo & Carolyn S Hebert Prototype Money Purchase Serp-6$1,185,634$38,554$6,426iApproximate average salary by contribution assumption: employee only about $160,642 at 4% or $107,094 at 6%; with 50% employer match about $107,094 at 4% or $71,396 at 6%; with 100% employer match about $80,321 at 4% or $53,547 at 6%.
200126$3,052,609$76,854$12,809iApproximate average salary by contribution assumption: employee only about $320,225 at 4% or $213,483 at 6%; with 50% employer match about $213,483 at 4% or $142,322 at 6%; with 100% employer match about $160,113 at 4% or $106,742 at 6%.
Drs Leo & Carolyn S Hebert Serp Trust-6$1,959,752$38,427$6,405iApproximate average salary by contribution assumption: employee only about $160,113 at 4% or $106,742 at 6%; with 50% employer match about $106,742 at 4% or $71,161 at 6%; with 100% employer match about $80,056 at 4% or $53,371 at 6%.
Drs Leo & Carolyn S Hebert Prototype Money Purchase Serp-0$1,092,857$38,427-
200026$2,829,911$76,620$12,770iApproximate average salary by contribution assumption: employee only about $319,250 at 4% or $212,833 at 6%; with 50% employer match about $212,833 at 4% or $141,889 at 6%; with 100% employer match about $159,625 at 4% or $106,417 at 6%.
Drs Leo & Carolyn S Hebert Serp Trust-6$1,820,890$38,310$6,385iApproximate average salary by contribution assumption: employee only about $159,625 at 4% or $106,417 at 6%; with 50% employer match about $106,417 at 4% or $70,944 at 6%; with 100% employer match about $79,813 at 4% or $53,208 at 6%.
Drs Leo & Carolyn S Hebert Prototype Money Purchase Serp-6$1,009,021$38,310$6,385iApproximate average salary by contribution assumption: employee only about $159,625 at 4% or $106,417 at 6%; with 50% employer match about $106,417 at 4% or $70,944 at 6%; with 100% employer match about $79,813 at 4% or $53,208 at 6%.