Civic Intelligence

Hertz Herson CPA LLP

Plan context: Hertz Herson Retirement Savings Plan

EIN 81-2276003 • New York, NY • 10 filings • 1 plans

575 Lexington Avenue, 34th FLNew York, NY 10022
Current Snapshot

Latest Year

2024

2024 Participants

72

2024 Assets

$12,528,338

2024 Contributions

$660,042

Historical Graphs

Total Assets Over Time

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

$13,203,112$6,601,556$0201520202024YearValue
$12,528,338Latest year 2024

Participants Over Time

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

72360201520202024YearValue
72Latest 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
2024172$12,528,338$660,042$9,167iApproximate average salary by contribution assumption: employee only about $229,181 at 4% or $152,788 at 6%; with 50% employer match about $152,788 at 4% or $101,858 at 6%; with 100% employer match about $114,591 at 4% or $76,394 at 6%.
Hertz Herson Retirement Savings Plan-72$12,528,338$660,042$9,167iApproximate average salary by contribution assumption: employee only about $229,181 at 4% or $152,788 at 6%; with 50% employer match about $152,788 at 4% or $101,858 at 6%; with 100% employer match about $114,591 at 4% or $76,394 at 6%.
2023170$10,750,084$780,923$11,156iApproximate average salary by contribution assumption: employee only about $278,901 at 4% or $185,934 at 6%; with 50% employer match about $185,934 at 4% or $123,956 at 6%; with 100% employer match about $139,451 at 4% or $92,967 at 6%.
Hertz Herson Retirement Savings Plan-70$10,750,084$780,923$11,156iApproximate average salary by contribution assumption: employee only about $278,901 at 4% or $185,934 at 6%; with 50% employer match about $185,934 at 4% or $123,956 at 6%; with 100% employer match about $139,451 at 4% or $92,967 at 6%.
2022156$8,579,652$298,464$5,330iApproximate average salary by contribution assumption: employee only about $133,243 at 4% or $88,829 at 6%; with 50% employer match about $88,829 at 4% or $59,219 at 6%; with 100% employer match about $66,621 at 4% or $44,414 at 6%.
Hertz Herson Retirement Savings Plan-56$8,579,652$298,464$5,330iApproximate average salary by contribution assumption: employee only about $133,243 at 4% or $88,829 at 6%; with 50% employer match about $88,829 at 4% or $59,219 at 6%; with 100% employer match about $66,621 at 4% or $44,414 at 6%.
2021155$9,773,382$338,235$6,150iApproximate average salary by contribution assumption: employee only about $153,743 at 4% or $102,495 at 6%; with 50% employer match about $102,495 at 4% or $68,330 at 6%; with 100% employer match about $76,872 at 4% or $51,248 at 6%.
Hertz Herson Retirement Savings Plan-55$9,773,382$338,235$6,150iApproximate average salary by contribution assumption: employee only about $153,743 at 4% or $102,495 at 6%; with 50% employer match about $102,495 at 4% or $68,330 at 6%; with 100% employer match about $76,872 at 4% or $51,248 at 6%.
2020157$8,911,175$253,618$4,449iApproximate average salary by contribution assumption: employee only about $111,236 at 4% or $74,157 at 6%; with 50% employer match about $74,157 at 4% or $49,438 at 6%; with 100% employer match about $55,618 at 4% or $37,079 at 6%.
Hertz Herson Retirement Savings Plan-57$8,911,175$253,618$4,449iApproximate average salary by contribution assumption: employee only about $111,236 at 4% or $74,157 at 6%; with 50% employer match about $74,157 at 4% or $49,438 at 6%; with 100% employer match about $55,618 at 4% or $37,079 at 6%.
2019164$8,007,150$362,909$5,670iApproximate average salary by contribution assumption: employee only about $141,761 at 4% or $94,508 at 6%; with 50% employer match about $94,508 at 4% or $63,005 at 6%; with 100% employer match about $70,881 at 4% or $47,254 at 6%.
Hertz Herson Retirement Savings Plan-64$8,007,150$362,909$5,670iApproximate average salary by contribution assumption: employee only about $141,761 at 4% or $94,508 at 6%; with 50% employer match about $94,508 at 4% or $63,005 at 6%; with 100% employer match about $70,881 at 4% or $47,254 at 6%.
2018164$10,083,495$370,618$5,791iApproximate average salary by contribution assumption: employee only about $144,773 at 4% or $96,515 at 6%; with 50% employer match about $96,515 at 4% or $64,343 at 6%; with 100% employer match about $72,386 at 4% or $48,258 at 6%.
Hertz Herson Retirement Savings Plan-64$10,083,495$370,618$5,791iApproximate average salary by contribution assumption: employee only about $144,773 at 4% or $96,515 at 6%; with 50% employer match about $96,515 at 4% or $64,343 at 6%; with 100% employer match about $72,386 at 4% or $48,258 at 6%.
2017159$13,203,112$416,587$7,061iApproximate average salary by contribution assumption: employee only about $176,520 at 4% or $117,680 at 6%; with 50% employer match about $117,680 at 4% or $78,453 at 6%; with 100% employer match about $88,260 at 4% or $58,840 at 6%.
Hertz Herson Retirement Savings Plan-59$13,203,112$416,587$7,061iApproximate average salary by contribution assumption: employee only about $176,520 at 4% or $117,680 at 6%; with 50% employer match about $117,680 at 4% or $78,453 at 6%; with 100% employer match about $88,260 at 4% or $58,840 at 6%.
2016153$11,620,976$497,467$9,386iApproximate average salary by contribution assumption: employee only about $234,654 at 4% or $156,436 at 6%; with 50% employer match about $156,436 at 4% or $104,291 at 6%; with 100% employer match about $117,327 at 4% or $78,218 at 6%.
Hertz Herson Retirement Savings Plan-53$11,620,976$497,467$9,386iApproximate average salary by contribution assumption: employee only about $234,654 at 4% or $156,436 at 6%; with 50% employer match about $156,436 at 4% or $104,291 at 6%; with 100% employer match about $117,327 at 4% or $78,218 at 6%.
2015152$10,855,305$397,240$7,639iApproximate average salary by contribution assumption: employee only about $190,981 at 4% or $127,321 at 6%; with 50% employer match about $127,321 at 4% or $84,880 at 6%; with 100% employer match about $95,490 at 4% or $63,660 at 6%.
Hertz Herson Retirement Savings Plan-52$10,855,305$397,240$7,639iApproximate average salary by contribution assumption: employee only about $190,981 at 4% or $127,321 at 6%; with 50% employer match about $127,321 at 4% or $84,880 at 6%; with 100% employer match about $95,490 at 4% or $63,660 at 6%.