Herrera, Long & Pound, P.A.
Plan context: Herrera, Long & Pound, P.A. Profit Sharing Plan
EIN 85-0353074 • Santa Fe, NM • 26 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$1,231,081
2024 Contributions
$128,373
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 | 9 | $1,231,081 | $128,373 | $14,264iApproximate average salary by contribution assumption: employee only about $356,592 at 4% or $237,728 at 6%; with 50% employer match about $237,728 at 4% or $158,485 at 6%; with 100% employer match about $178,296 at 4% or $118,864 at 6%. |
| Herrera, Long & Pound, P.A. Profit Sharing Plan | - | 9 | $1,231,081 | $128,373 | $14,264iApproximate average salary by contribution assumption: employee only about $356,592 at 4% or $237,728 at 6%; with 50% employer match about $237,728 at 4% or $158,485 at 6%; with 100% employer match about $178,296 at 4% or $118,864 at 6%. |
| 2023 | 1 | 8 | $1,030,726 | $134,137 | $16,767iApproximate average salary by contribution assumption: employee only about $419,178 at 4% or $279,452 at 6%; with 50% employer match about $279,452 at 4% or $186,301 at 6%; with 100% employer match about $209,589 at 4% or $139,726 at 6%. |
| Herrera, Long & Pound, P.A. Profit Sharing Plan | - | 8 | $1,030,726 | $134,137 | $16,767iApproximate average salary by contribution assumption: employee only about $419,178 at 4% or $279,452 at 6%; with 50% employer match about $279,452 at 4% or $186,301 at 6%; with 100% employer match about $209,589 at 4% or $139,726 at 6%. |
| 2022 | 1 | 7 | $791,532 | $59,185 | $8,455iApproximate average salary by contribution assumption: employee only about $211,375 at 4% or $140,917 at 6%; with 50% employer match about $140,917 at 4% or $93,944 at 6%; with 100% employer match about $105,688 at 4% or $70,458 at 6%. |
| Herrera, Long & Pound, P.A. Profit Sharing Plan | - | 7 | $791,532 | $59,185 | $8,455iApproximate average salary by contribution assumption: employee only about $211,375 at 4% or $140,917 at 6%; with 50% employer match about $140,917 at 4% or $93,944 at 6%; with 100% employer match about $105,688 at 4% or $70,458 at 6%. |
| 2021 | 1 | 7 | $890,548 | $67,465 | $9,638iApproximate average salary by contribution assumption: employee only about $240,946 at 4% or $160,631 at 6%; with 50% employer match about $160,631 at 4% or $107,087 at 6%; with 100% employer match about $120,473 at 4% or $80,315 at 6%. |
| Herrera, Long & Pound, P.A. Profit Sharing Plan | - | 7 | $890,548 | $67,465 | $9,638iApproximate average salary by contribution assumption: employee only about $240,946 at 4% or $160,631 at 6%; with 50% employer match about $160,631 at 4% or $107,087 at 6%; with 100% employer match about $120,473 at 4% or $80,315 at 6%. |
| 2020 | 1 | 7 | $783,204 | $26,782 | $3,826iApproximate average salary by contribution assumption: employee only about $95,650 at 4% or $63,767 at 6%; with 50% employer match about $63,767 at 4% or $42,511 at 6%; with 100% employer match about $47,825 at 4% or $31,883 at 6%. |
| Herrera, Long & Pound, P.A. Profit Sharing Plan | - | 7 | $783,204 | $26,782 | $3,826iApproximate average salary by contribution assumption: employee only about $95,650 at 4% or $63,767 at 6%; with 50% employer match about $63,767 at 4% or $42,511 at 6%; with 100% employer match about $47,825 at 4% or $31,883 at 6%. |
| 2019 | 1 | 8 | $659,939 | $70,002 | $8,750iApproximate average salary by contribution assumption: employee only about $218,756 at 4% or $145,838 at 6%; with 50% employer match about $145,838 at 4% or $97,225 at 6%; with 100% employer match about $109,378 at 4% or $72,919 at 6%. |
| Herrera, Long & Pound, P.A. Profit Sharing Plan | - | 8 | $659,939 | $70,002 | $8,750iApproximate average salary by contribution assumption: employee only about $218,756 at 4% or $145,838 at 6%; with 50% employer match about $145,838 at 4% or $97,225 at 6%; with 100% employer match about $109,378 at 4% or $72,919 at 6%. |
| 2018 | 1 | 8 | $539,053 | $35,000 | $4,375iApproximate average salary by contribution assumption: employee only about $109,375 at 4% or $72,917 at 6%; with 50% employer match about $72,917 at 4% or $48,611 at 6%; with 100% employer match about $54,688 at 4% or $36,458 at 6%. |
| Herrera, Long & Pound, P.A. Profit Sharing Plan | - | 8 | $539,053 | $35,000 | $4,375iApproximate average salary by contribution assumption: employee only about $109,375 at 4% or $72,917 at 6%; with 50% employer match about $72,917 at 4% or $48,611 at 6%; with 100% employer match about $54,688 at 4% or $36,458 at 6%. |
| 2017 | 1 | 11 | $1,103,890 | $16,518 | $1,502iApproximate average salary by contribution assumption: employee only about $37,541 at 4% or $25,027 at 6%; with 50% employer match about $25,027 at 4% or $16,685 at 6%; with 100% employer match about $18,770 at 4% or $12,514 at 6%. |
| Herrera, Long & Pound, P.A. Profit Sharing Plan | - | 11 | $1,103,890 | $16,518 | $1,502iApproximate average salary by contribution assumption: employee only about $37,541 at 4% or $25,027 at 6%; with 50% employer match about $25,027 at 4% or $16,685 at 6%; with 100% employer match about $18,770 at 4% or $12,514 at 6%. |
| 2016 | 1 | 13 | $1,224,364 | $10,547 | $811iApproximate average salary by contribution assumption: employee only about $20,283 at 4% or $13,522 at 6%; with 50% employer match about $13,522 at 4% or $9,015 at 6%; with 100% employer match about $10,141 at 4% or $6,761 at 6%. |
| Herrera, Long & Pound, P.A. Profit Sharing Plan | - | 13 | $1,224,364 | $10,547 | $811iApproximate average salary by contribution assumption: employee only about $20,283 at 4% or $13,522 at 6%; with 50% employer match about $13,522 at 4% or $9,015 at 6%; with 100% employer match about $10,141 at 4% or $6,761 at 6%. |
| 2015 | 1 | 12 | $1,245,434 | $50,000 | $4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%. |
| Herrera, Long & Pound, P.A. Profit Sharing Plan | - | 12 | $1,245,434 | $50,000 | $4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%. |
| 2014 | 1 | 10 | $1,173,193 | $0 | - |
| Herrera, Long & Pound, P.A. Profit Sharing Plan | - | 10 | $1,173,193 | $0 | - |
| 2013 | 1 | 11 | $1,121,355 | $10,000 | $909iApproximate average salary by contribution assumption: employee only about $22,727 at 4% or $15,152 at 6%; with 50% employer match about $15,152 at 4% or $10,101 at 6%; with 100% employer match about $11,364 at 4% or $7,576 at 6%. |
| Herrera, Long & Pound, P.A. Profit Sharing Plan | - | 11 | $1,121,355 | $10,000 | $909iApproximate average salary by contribution assumption: employee only about $22,727 at 4% or $15,152 at 6%; with 50% employer match about $15,152 at 4% or $10,101 at 6%; with 100% employer match about $11,364 at 4% or $7,576 at 6%. |
| 2012 | 1 | 10 | $1,571,528 | $0 | - |
| Herrera, Long & Pound, P.A. Profit Sharing Plan | - | 10 | $1,571,528 | $0 | - |
| 2011 | 1 | 11 | $1,429,745 | $21,464 | $1,951iApproximate average salary by contribution assumption: employee only about $48,782 at 4% or $32,521 at 6%; with 50% employer match about $32,521 at 4% or $21,681 at 6%; with 100% employer match about $24,391 at 4% or $16,261 at 6%. |
| Herrera, Long & Pound, P.A. Profit Sharing Plan | - | 11 | $1,429,745 | $21,464 | $1,951iApproximate average salary by contribution assumption: employee only about $48,782 at 4% or $32,521 at 6%; with 50% employer match about $32,521 at 4% or $21,681 at 6%; with 100% employer match about $24,391 at 4% or $16,261 at 6%. |
| 2010 | 1 | 12 | $1,425,323 | $0 | - |
| Herrera, Long & Pound, P.A. Profit Sharing Plan | - | 12 | $1,425,323 | $0 | - |
| 2009 | 1 | 12 | $1,287,035 | $40,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| Herrera, Long & Pound, P.A. Profit Sharing Plan | - | 12 | $1,287,035 | $40,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| 2008 | 1 | 9 | $1,104,397 | $18,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| Herrera, Long & Pound, P.A. Profit Sharing Plan | - | 9 | $1,104,397 | $18,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| 2007 | 1 | 10 | $0 | $0 | - |
| Herrera, Long & Pound, P.A. Profit Sharing Plan | - | 10 | - | - | - |
| 2006 | 1 | 8 | $1,274,700 | $63,000 | $7,875iApproximate average salary by contribution assumption: employee only about $196,875 at 4% or $131,250 at 6%; with 50% employer match about $131,250 at 4% or $87,500 at 6%; with 100% employer match about $98,438 at 4% or $65,625 at 6%. |
| Herrera, Long & Pound, P.A. Profit Sharing Plan | - | 8 | $1,274,700 | $63,000 | $7,875iApproximate average salary by contribution assumption: employee only about $196,875 at 4% or $131,250 at 6%; with 50% employer match about $131,250 at 4% or $87,500 at 6%; with 100% employer match about $98,438 at 4% or $65,625 at 6%. |
| 2005 | 1 | 9 | $1,130,703 | $60,000 | $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%. |
| Herrera, Long & Pound, P.A. Profit Sharing Plan | - | 9 | $1,130,703 | $60,000 | $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%. |
| 2004 | 1 | 8 | $1,090,659 | $25,000 | $3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%. |
| Herrera, Long & Pound, P.A. Profit Sharing Plan | - | 8 | $1,090,659 | $25,000 | $3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%. |
| 2003 | 1 | 8 | $1,001,565 | $40,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Herrera, Long & Pound, P.A. Profit Sharing Plan | - | 8 | $1,001,565 | $40,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2002 | 1 | 10 | $1,282,507 | $82,508 | $8,251iApproximate average salary by contribution assumption: employee only about $206,270 at 4% or $137,513 at 6%; with 50% employer match about $137,513 at 4% or $91,676 at 6%; with 100% employer match about $103,135 at 4% or $68,757 at 6%. |
| Herrera, Long & Pound, P.A. Profit Sharing Plan | - | 10 | $1,282,507 | $82,508 | $8,251iApproximate average salary by contribution assumption: employee only about $206,270 at 4% or $137,513 at 6%; with 50% employer match about $137,513 at 4% or $91,676 at 6%; with 100% employer match about $103,135 at 4% or $68,757 at 6%. |
| 2001 | 1 | 7 | $1,399,889 | $35,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Herrera, Long & Pound, P.A. Profit Sharing Plan | - | 7 | $1,399,889 | $35,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2000 | 1 | 8 | $1,425,797 | $35,000 | $4,375iApproximate average salary by contribution assumption: employee only about $109,375 at 4% or $72,917 at 6%; with 50% employer match about $72,917 at 4% or $48,611 at 6%; with 100% employer match about $54,688 at 4% or $36,458 at 6%. |
| Herrera, Long & Pound, P.A. Profit Sharing Plan | - | 8 | $1,425,797 | $35,000 | $4,375iApproximate average salary by contribution assumption: employee only about $109,375 at 4% or $72,917 at 6%; with 50% employer match about $72,917 at 4% or $48,611 at 6%; with 100% employer match about $54,688 at 4% or $36,458 at 6%. |
| 1999 | 1 | 7 | $1,520,717 | $35,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Herrera, Long & Pound, P.A. Profit Sharing Plan | - | 7 | $1,520,717 | $35,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |