Civic Intelligence

Michael D. Herrera, Od PC

Plan context: MICHAEL D. HERRERA, OD, PC 401(K) PLAN

EIN 85-0282202 • Santa Fe, NM • 18 filings • 5 plans

2019 Galisteo St., Ste. G5Santa Fe, NM 87505-2164
Current Snapshot

Latest Year

2017

2017 Participants

2

2017 Assets

$1,156,970

2017 Contributions

$56,213

Historical Graphs

Total Assets Over Time

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

$1,194,200$597,100$0200420122017YearValue
$1,156,970Latest year 2017

Participants Over Time

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

840200120102017YearValue
2Latest year 2017

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
201712$1,156,970$56,213$28,107iApproximate average salary by contribution assumption: employee only about $702,663 at 4% or $468,442 at 6%; with 50% employer match about $468,442 at 4% or $312,294 at 6%; with 100% employer match about $351,331 at 4% or $234,221 at 6%.
MICHAEL D. HERRERA, OD, PC 401(K) PLAN-2$1,156,970$56,213$28,107iApproximate average salary by contribution assumption: employee only about $702,663 at 4% or $468,442 at 6%; with 50% employer match about $468,442 at 4% or $312,294 at 6%; with 100% employer match about $351,331 at 4% or $234,221 at 6%.
201616$1,194,200$120,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
MICHAEL D. HERRERA, OD, PC 401(K) PLAN-6$1,194,200$120,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201518$1,103,430$100,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
MICHAEL D. HERRERA, OD, PC 401(K) PLAN-8$1,103,430$100,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201417$1,063,310$127,539$18,220iApproximate average salary by contribution assumption: employee only about $455,496 at 4% or $303,664 at 6%; with 50% employer match about $303,664 at 4% or $202,443 at 6%; with 100% employer match about $227,748 at 4% or $151,832 at 6%.
MICHAEL D. HERRERA, OD, PC 401(K) PLAN-7$1,063,310$127,539$18,220iApproximate average salary by contribution assumption: employee only about $455,496 at 4% or $303,664 at 6%; with 50% employer match about $303,664 at 4% or $202,443 at 6%; with 100% employer match about $227,748 at 4% or $151,832 at 6%.
201317$931,047$70,819$10,117iApproximate average salary by contribution assumption: employee only about $252,925 at 4% or $168,617 at 6%; with 50% employer match about $168,617 at 4% or $112,411 at 6%; with 100% employer match about $126,463 at 4% or $84,308 at 6%.
MICHAEL D. HERRERA, OD, PC 401(K) PLAN-7$931,047$70,819$10,117iApproximate average salary by contribution assumption: employee only about $252,925 at 4% or $168,617 at 6%; with 50% employer match about $168,617 at 4% or $112,411 at 6%; with 100% employer match about $126,463 at 4% or $84,308 at 6%.
201216$827,929$81,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
MICHAEL D. HERRERA, OD, PC 401(K) PLAN-6$827,929$81,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
201117$726,509$84,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
MICHAEL D. HERRERA, OD, PC 401(K) PLAN-7$726,509$84,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
201017$704,403$69,600$9,943iApproximate average salary by contribution assumption: employee only about $248,571 at 4% or $165,714 at 6%; with 50% employer match about $165,714 at 4% or $110,476 at 6%; with 100% employer match about $124,286 at 4% or $82,857 at 6%.
MICHAEL D. HERRERA, OD, PC 401(K) PLAN-7$704,403$69,600$9,943iApproximate average salary by contribution assumption: employee only about $248,571 at 4% or $165,714 at 6%; with 50% employer match about $165,714 at 4% or $110,476 at 6%; with 100% employer match about $124,286 at 4% or $82,857 at 6%.
200927$514,728$509,554$72,793iApproximate average salary by contribution assumption: employee only about $1,819,836 at 4% or $1,213,224 at 6%; with 50% employer match about $1,213,224 at 4% or $808,816 at 6%; with 100% employer match about $909,918 at 4% or $606,612 at 6%.
MICHAEL D. HERRERA, OD, PC 401(K) PLAN-7$514,728$509,554$72,793iApproximate average salary by contribution assumption: employee only about $1,819,836 at 4% or $1,213,224 at 6%; with 50% employer match about $1,213,224 at 4% or $808,816 at 6%; with 100% employer match about $909,918 at 4% or $606,612 at 6%.
Michael D. Herrera, Od PC Pension Plan-0$0$0-
200716$0$0-
Michael D. Herrera, Od PC Pension Plan-6---
200616$366,445$30,574$5,096iApproximate average salary by contribution assumption: employee only about $127,392 at 4% or $84,928 at 6%; with 50% employer match about $84,928 at 4% or $56,619 at 6%; with 100% employer match about $63,696 at 4% or $42,464 at 6%.
Michael D. Herrera, Od PC Pension Plan-6$366,445$30,574$5,096iApproximate average salary by contribution assumption: employee only about $127,392 at 4% or $84,928 at 6%; with 50% employer match about $84,928 at 4% or $56,619 at 6%; with 100% employer match about $63,696 at 4% or $42,464 at 6%.
200516$314,961$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Michael D. Herrera, Od PC Pension Plan-6$314,961$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
200416$229,006$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%.
Michael D. Herrera, Od PC Pension Plan-6$229,006$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%.
200314$0$0-
Michael D. Herrera, Od PC Pension Plan-4---
200225$0$0-
Michael D. Herrera, Od PC Pension Plan-5---
MICHAEL D. HERRERA, O.D., PC CAFETERIA PLAN-0---
200115$0$0-
Michael D. Herrera, Od PC Pension Plan-5---