Herzog & Schindler LLC
Plan context: Herzog & Schindler LLC 401(K) Profit Sharing Plan & Trust
EIN 81-4498185 • South Salem, NY • 5 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$1,194,443
2024 Contributions
$130,995
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 6 | $1,194,443 | $130,995 | $21,833iApproximate average salary by contribution assumption: employee only about $545,813 at 4% or $363,875 at 6%; with 50% employer match about $363,875 at 4% or $242,583 at 6%; with 100% employer match about $272,906 at 4% or $181,938 at 6%. |
| Herzog & Schindler LLC 401(K) Profit Sharing Plan & Trust | - | 6 | $1,194,443 | $130,995 | $21,833iApproximate average salary by contribution assumption: employee only about $545,813 at 4% or $363,875 at 6%; with 50% employer match about $363,875 at 4% or $242,583 at 6%; with 100% employer match about $272,906 at 4% or $181,938 at 6%. |
| 2023 | 1 | 3 | $944,815 | $139,181 | $46,394iApproximate average salary by contribution assumption: employee only about $1,159,842 at 4% or $773,228 at 6%; with 50% employer match about $773,228 at 4% or $515,485 at 6%; with 100% employer match about $579,921 at 4% or $386,614 at 6%. |
| Herzog & Schindler LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $944,815 | $139,181 | $46,394iApproximate average salary by contribution assumption: employee only about $1,159,842 at 4% or $773,228 at 6%; with 50% employer match about $773,228 at 4% or $515,485 at 6%; with 100% employer match about $579,921 at 4% or $386,614 at 6%. |
| 2022 | 1 | 2 | $695,067 | $166,000 | $83,000iApproximate average salary by contribution assumption: employee only about $2,075,000 at 4% or $1,383,333 at 6%; with 50% employer match about $1,383,333 at 4% or $922,222 at 6%; with 100% employer match about $1,037,500 at 4% or $691,667 at 6%. |
| Herzog & Schindler LLC 401(K) Profit Sharing Plan & Trust | - | 2 | $695,067 | $166,000 | $83,000iApproximate average salary by contribution assumption: employee only about $2,075,000 at 4% or $1,383,333 at 6%; with 50% employer match about $1,383,333 at 4% or $922,222 at 6%; with 100% employer match about $1,037,500 at 4% or $691,667 at 6%. |
| 2021 | 1 | 2 | $653,982 | $55,000 | $27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%. |
| Herzog & Schindler LLC 401(K) Profit Sharing Plan & Trust | - | 2 | $653,982 | $55,000 | $27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%. |
| 2019 | 1 | 2 | $350,386 | $337,811 | $168,906iApproximate average salary by contribution assumption: employee only about $4,222,638 at 4% or $2,815,092 at 6%; with 50% employer match about $2,815,092 at 4% or $1,876,728 at 6%; with 100% employer match about $2,111,319 at 4% or $1,407,546 at 6%. |
| Herzog & Schindler LLC 401(K) Profit Sharing Plan & Trust | - | 2 | $350,386 | $337,811 | $168,906iApproximate average salary by contribution assumption: employee only about $4,222,638 at 4% or $2,815,092 at 6%; with 50% employer match about $2,815,092 at 4% or $1,876,728 at 6%; with 100% employer match about $2,111,319 at 4% or $1,407,546 at 6%. |