Civic Intelligence

Stephen W Herbert

Plan context: Stephen W Herbert

EIN 76-0677384 • Bellaire, TX • 11 filings • 4 plans

6300 West Loop S #310Bellaire, TX 77401-2900
Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$1,398,877

2020 Contributions

$110,481

Historical Graphs

Total Assets Over Time

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

$1,398,877$699,439$0200920142020YearValue
$1,398,877Latest year 2020

Participants Over Time

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

420200920142020YearValue
3Latest year 2020

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
202013$1,398,877$110,481$36,827iApproximate average salary by contribution assumption: employee only about $920,675 at 4% or $613,783 at 6%; with 50% employer match about $613,783 at 4% or $409,189 at 6%; with 100% employer match about $460,338 at 4% or $306,892 at 6%.
Stephen W Herbert-3$1,398,877$110,481$36,827iApproximate average salary by contribution assumption: employee only about $920,675 at 4% or $613,783 at 6%; with 50% employer match about $613,783 at 4% or $409,189 at 6%; with 100% employer match about $460,338 at 4% or $306,892 at 6%.
201813$997,993$102,088$34,029iApproximate average salary by contribution assumption: employee only about $850,733 at 4% or $567,156 at 6%; with 50% employer match about $567,156 at 4% or $378,104 at 6%; with 100% employer match about $425,367 at 4% or $283,578 at 6%.
Stephen W Herbert-3$997,993$102,088$34,029iApproximate average salary by contribution assumption: employee only about $850,733 at 4% or $567,156 at 6%; with 50% employer match about $567,156 at 4% or $378,104 at 6%; with 100% employer match about $425,367 at 4% or $283,578 at 6%.
201713$906,455$95,332$31,777iApproximate average salary by contribution assumption: employee only about $794,433 at 4% or $529,622 at 6%; with 50% employer match about $529,622 at 4% or $353,081 at 6%; with 100% employer match about $397,217 at 4% or $264,811 at 6%.
Stephen W Herbert-3$906,455$95,332$31,777iApproximate average salary by contribution assumption: employee only about $794,433 at 4% or $529,622 at 6%; with 50% employer match about $529,622 at 4% or $353,081 at 6%; with 100% employer match about $397,217 at 4% or $264,811 at 6%.
201613$768,691$135,247$45,082iApproximate average salary by contribution assumption: employee only about $1,127,058 at 4% or $751,372 at 6%; with 50% employer match about $751,372 at 4% or $500,915 at 6%; with 100% employer match about $563,529 at 4% or $375,686 at 6%.
Stephen W Herbert-3$768,691$135,247$45,082iApproximate average salary by contribution assumption: employee only about $1,127,058 at 4% or $751,372 at 6%; with 50% employer match about $751,372 at 4% or $500,915 at 6%; with 100% employer match about $563,529 at 4% or $375,686 at 6%.
201513$616,791$67,030$22,343iApproximate average salary by contribution assumption: employee only about $558,583 at 4% or $372,389 at 6%; with 50% employer match about $372,389 at 4% or $248,259 at 6%; with 100% employer match about $279,292 at 4% or $186,194 at 6%.
Stephen W Herbert-3$616,791$67,030$22,343iApproximate average salary by contribution assumption: employee only about $558,583 at 4% or $372,389 at 6%; with 50% employer match about $372,389 at 4% or $248,259 at 6%; with 100% employer match about $279,292 at 4% or $186,194 at 6%.
201414$574,087$129,751$32,438iApproximate average salary by contribution assumption: employee only about $810,944 at 4% or $540,629 at 6%; with 50% employer match about $540,629 at 4% or $360,419 at 6%; with 100% employer match about $405,472 at 4% or $270,315 at 6%.
Stephen W Herbert-4$574,087$129,751$32,438iApproximate average salary by contribution assumption: employee only about $810,944 at 4% or $540,629 at 6%; with 50% employer match about $540,629 at 4% or $360,419 at 6%; with 100% employer match about $405,472 at 4% or $270,315 at 6%.
201314$427,290$101,421$25,355iApproximate average salary by contribution assumption: employee only about $633,881 at 4% or $422,588 at 6%; with 50% employer match about $422,588 at 4% or $281,725 at 6%; with 100% employer match about $316,941 at 4% or $211,294 at 6%.
Stephen W Herbert-4$427,290$101,421$25,355iApproximate average salary by contribution assumption: employee only about $633,881 at 4% or $422,588 at 6%; with 50% employer match about $422,588 at 4% or $281,725 at 6%; with 100% employer match about $316,941 at 4% or $211,294 at 6%.
201214$317,409$95,331$23,833iApproximate average salary by contribution assumption: employee only about $595,819 at 4% or $397,213 at 6%; with 50% employer match about $397,213 at 4% or $264,808 at 6%; with 100% employer match about $297,909 at 4% or $198,606 at 6%.
Stephen W Herbert-4$317,409$95,331$23,833iApproximate average salary by contribution assumption: employee only about $595,819 at 4% or $397,213 at 6%; with 50% employer match about $397,213 at 4% or $264,808 at 6%; with 100% employer match about $297,909 at 4% or $198,606 at 6%.
201113$216,277$111,932$37,311iApproximate average salary by contribution assumption: employee only about $932,767 at 4% or $621,844 at 6%; with 50% employer match about $621,844 at 4% or $414,563 at 6%; with 100% employer match about $466,383 at 4% or $310,922 at 6%.
Stephen W Herbert-3$216,277$111,932$37,311iApproximate average salary by contribution assumption: employee only about $932,767 at 4% or $621,844 at 6%; with 50% employer match about $621,844 at 4% or $414,563 at 6%; with 100% employer match about $466,383 at 4% or $310,922 at 6%.
201013$103,742$57,958$19,319iApproximate average salary by contribution assumption: employee only about $482,983 at 4% or $321,989 at 6%; with 50% employer match about $321,989 at 4% or $214,659 at 6%; with 100% employer match about $241,492 at 4% or $160,994 at 6%.
Stephen W Herbert-3$103,742$57,958$19,319iApproximate average salary by contribution assumption: employee only about $482,983 at 4% or $321,989 at 6%; with 50% employer match about $321,989 at 4% or $214,659 at 6%; with 100% employer match about $241,492 at 4% or $160,994 at 6%.
200912$41,700$41,700$20,850iApproximate average salary by contribution assumption: employee only about $521,250 at 4% or $347,500 at 6%; with 50% employer match about $347,500 at 4% or $231,667 at 6%; with 100% employer match about $260,625 at 4% or $173,750 at 6%.
Stephen W Herbert-2$41,700$41,700$20,850iApproximate average salary by contribution assumption: employee only about $521,250 at 4% or $347,500 at 6%; with 50% employer match about $347,500 at 4% or $231,667 at 6%; with 100% employer match about $260,625 at 4% or $173,750 at 6%.