Herrold, Herrold & Davis Inc.
Plan context: Herrold, Herrold & Davis Inc. Retirement Plan
EIN 73-1175590 • Tulsa, OK • 11 filings • 6 plans
Current Snapshot
Latest Year
2009
2009 Participants
17
2009 Assets
$660,547
2009 Contributions
$87,252
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 17 | $660,547 | $87,252 | $5,132iApproximate average salary by contribution assumption: employee only about $128,312 at 4% or $85,541 at 6%; with 50% employer match about $85,541 at 4% or $57,027 at 6%; with 100% employer match about $64,156 at 4% or $42,771 at 6%. |
| Herrold, Herrold & Davis Inc. Retirement Plan | - | 17 | $660,547 | $87,252 | $5,132iApproximate average salary by contribution assumption: employee only about $128,312 at 4% or $85,541 at 6%; with 50% employer match about $85,541 at 4% or $57,027 at 6%; with 100% employer match about $64,156 at 4% or $42,771 at 6%. |
| 2008 | 1 | 12 | $0 | $0 | - |
| Herrold, Herrold & Davis Inc. Retirement Plan | - | 12 | - | - | - |
| 2007 | 1 | 14 | $0 | $0 | - |
| Herrold, Herrold & Davis Inc. Retirement Plan | - | 14 | - | - | - |
| 2006 | 1 | 10 | $513,269 | $47,020 | $4,702iApproximate average salary by contribution assumption: employee only about $117,550 at 4% or $78,367 at 6%; with 50% employer match about $78,367 at 4% or $52,244 at 6%; with 100% employer match about $58,775 at 4% or $39,183 at 6%. |
| Herrold, Herrold & Davis Inc. Retirement Plan | - | 10 | $513,269 | $47,020 | $4,702iApproximate average salary by contribution assumption: employee only about $117,550 at 4% or $78,367 at 6%; with 50% employer match about $78,367 at 4% or $52,244 at 6%; with 100% employer match about $58,775 at 4% or $39,183 at 6%. |
| 2005 | 1 | 6 | $540,152 | $226,010 | $37,668iApproximate average salary by contribution assumption: employee only about $941,708 at 4% or $627,806 at 6%; with 50% employer match about $627,806 at 4% or $418,537 at 6%; with 100% employer match about $470,854 at 4% or $313,903 at 6%. |
| Herrold, Herrold & Davis Inc. Retirement Plan | - | 6 | $540,152 | $226,010 | $37,668iApproximate average salary by contribution assumption: employee only about $941,708 at 4% or $627,806 at 6%; with 50% employer match about $627,806 at 4% or $418,537 at 6%; with 100% employer match about $470,854 at 4% or $313,903 at 6%. |
| 2004 | 1 | 4 | $296,307 | $24,551 | $6,138iApproximate average salary by contribution assumption: employee only about $153,444 at 4% or $102,296 at 6%; with 50% employer match about $102,296 at 4% or $68,197 at 6%; with 100% employer match about $76,722 at 4% or $51,148 at 6%. |
| Herrold, Herrold & Davis Inc. Retirement Plan | - | 4 | $296,307 | $24,551 | $6,138iApproximate average salary by contribution assumption: employee only about $153,444 at 4% or $102,296 at 6%; with 50% employer match about $102,296 at 4% or $68,197 at 6%; with 100% employer match about $76,722 at 4% or $51,148 at 6%. |
| 2003 | 1 | 4 | $316,719 | $147,235 | $36,809iApproximate average salary by contribution assumption: employee only about $920,219 at 4% or $613,479 at 6%; with 50% employer match about $613,479 at 4% or $408,986 at 6%; with 100% employer match about $460,109 at 4% or $306,740 at 6%. |
| Herrold, Herrold & Davis Inc. Retirement Plan | - | 4 | $316,719 | $147,235 | $36,809iApproximate average salary by contribution assumption: employee only about $920,219 at 4% or $613,479 at 6%; with 50% employer match about $613,479 at 4% or $408,986 at 6%; with 100% employer match about $460,109 at 4% or $306,740 at 6%. |
| 2002 | 1 | 6 | $165,832 | $50,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| Herrold, Herrold & Davis Inc. Retirement Plan | - | 6 | $165,832 | $50,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| 2001 | 1 | 6 | $0 | $0 | - |
| Herrold, Herrold & Davis Inc. Retirement Plan | - | 6 | - | - | - |
| 2000 | 1 | 6 | $60,221 | $30,097 | $5,016iApproximate average salary by contribution assumption: employee only about $125,404 at 4% or $83,603 at 6%; with 50% employer match about $83,603 at 4% or $55,735 at 6%; with 100% employer match about $62,702 at 4% or $41,801 at 6%. |
| Herrold, Herrold & Davis Inc. Retirement Plan | - | 6 | $60,221 | $30,097 | $5,016iApproximate average salary by contribution assumption: employee only about $125,404 at 4% or $83,603 at 6%; with 50% employer match about $83,603 at 4% or $55,735 at 6%; with 100% employer match about $62,702 at 4% or $41,801 at 6%. |
| 1999 | 1 | 7 | $33,124 | $0 | - |
| Herrold, Herrold & Davis Inc. Retirement Plan | - | 7 | $33,124 | - | - |