Civic Intelligence

J. Herndon Inc.

Plan context: J. HERNDON, INC. PROFIT SHARING PLAN

EIN 86-0735557 • Tucson, AZ • 12 filings • 3 plans

4500 E. Speedway Blvd.Suite 64Tucson, AZ 85712
Current Snapshot

Latest Year

2017

2017 Participants

33

2017 Assets

$20,144

2017 Contributions

$5,612

Historical Graphs

Total Assets Over Time

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

$2,000,000$1,000,000$0200820122016YearValue
$20,144Latest year 2016

Participants Over Time

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

37190200820122016YearValue
33Latest year 2016

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
201710$0$0-
J. HERNDON, INC. PROFIT SHARING PLAN-0$0--
2016133$20,144$0-
J. HERNDON, INC. PROFIT SHARING PLAN-33$20,144$0-
2015133$17,837$0-
J. HERNDON, INC. PROFIT SHARING PLAN-33$17,837--
2014133$17,837$0-
J. HERNDON, INC. PROFIT SHARING PLAN-33$17,837--
2013135$17,837$0-
J. HERNDON, INC. PROFIT SHARING PLAN-35$17,837--
2012131$22,288$0-
J. HERNDON, INC. PROFIT SHARING PLAN-31$22,288--
2011137$25,000$0-
J. HERNDON, INC. PROFIT SHARING PLAN-37$25,000--
2010237$25,000$0-
J. HERNDON, INC. PROFIT SHARING PLAN-37$25,000$0-
J. Herndon Inc. Employee Stock Ownership Plan-0---
2009229$2,000,000$5,612$194iApproximate average salary by contribution assumption: employee only about $4,838 at 4% or $3,225 at 6%; with 50% employer match about $3,225 at 4% or $2,150 at 6%; with 100% employer match about $2,419 at 4% or $1,613 at 6%.
J. Herndon Inc. Employee Stock Ownership Plan-29$2,000,000--
J HERNDON SEPARATE TRUST-0-$5,612-
2008118$2,000,000$0-
J. Herndon Inc. Employee Stock Ownership Plan-18$2,000,000--