Civic Intelligence

GREG J HERD DDS INC

Plan context: GREG J HERD DDS INC 401 K PROFIT SHARING PLAN TRUST

EIN 77-0602765 • Rancho Santa Margarita, CA • 3 filings • 2 plans

30212 Tomas Ste 330Rancho Santa Margarita, CA 92688-2176
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$157

2025 Contributions

$202

Historical Graphs

Total Assets Over Time

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

$157$79$02014YearValue
$157Latest year 2014

Participants Over Time

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

3202014YearValue
3Latest year 2014

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
202510$0$0-
GREG J HERD DDS INC 401(K) PROFIT SHARING PLAN & TRUST-0$0$0-
201510$0$202-
GREG J HERD DDS INC 401 K PROFIT SHARING PLAN TRUST-0$0$202-
201413$157$156$52iApproximate average salary by contribution assumption: employee only about $1,300 at 4% or $867 at 6%; with 50% employer match about $867 at 4% or $578 at 6%; with 100% employer match about $650 at 4% or $433 at 6%.
GREG J HERD DDS INC 401 K PROFIT SHARING PLAN TRUST-3$157$156$52iApproximate average salary by contribution assumption: employee only about $1,300 at 4% or $867 at 6%; with 50% employer match about $867 at 4% or $578 at 6%; with 100% employer match about $650 at 4% or $433 at 6%.