Civic Intelligence

Joel L Herz PC

Plan context: Joel L Herz PC Profit Sharing Plan & Trust

EIN 86-0978829 • 25 filings • 4 plans

Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$2,658,798

2021 Contributions

$75,510

Historical Graphs

Total Assets Over Time

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

$2,658,798$1,329,399$0200020102020YearValue
$2,658,798Latest year 2020

Participants Over Time

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

320200020102020YearValue
2Latest year 2020

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
202110$0$0-
Joel L Herz PC Profit Sharing Plan & Trust-0---
202012$2,658,798$75,510$37,755iApproximate average salary by contribution assumption: employee only about $943,875 at 4% or $629,250 at 6%; with 50% employer match about $629,250 at 4% or $419,500 at 6%; with 100% employer match about $471,938 at 4% or $314,625 at 6%.
Joel L Herz PC Profit Sharing Plan & Trust-2$2,658,798$75,510$37,755iApproximate average salary by contribution assumption: employee only about $943,875 at 4% or $629,250 at 6%; with 50% employer match about $629,250 at 4% or $419,500 at 6%; with 100% employer match about $471,938 at 4% or $314,625 at 6%.
201912$2,270,144$74,113$37,057iApproximate average salary by contribution assumption: employee only about $926,413 at 4% or $617,608 at 6%; with 50% employer match about $617,608 at 4% or $411,739 at 6%; with 100% employer match about $463,206 at 4% or $308,804 at 6%.
Joel L Herz PC Profit Sharing Plan & Trust-2$2,270,144$74,113$37,057iApproximate average salary by contribution assumption: employee only about $926,413 at 4% or $617,608 at 6%; with 50% employer match about $617,608 at 4% or $411,739 at 6%; with 100% employer match about $463,206 at 4% or $308,804 at 6%.
201812$1,873,831$71,399$35,700iApproximate average salary by contribution assumption: employee only about $892,488 at 4% or $594,992 at 6%; with 50% employer match about $594,992 at 4% or $396,661 at 6%; with 100% employer match about $446,244 at 4% or $297,496 at 6%.
Joel L Herz PC Profit Sharing Plan & Trust-2$1,873,831$71,399$35,700iApproximate average salary by contribution assumption: employee only about $892,488 at 4% or $594,992 at 6%; with 50% employer match about $594,992 at 4% or $396,661 at 6%; with 100% employer match about $446,244 at 4% or $297,496 at 6%.
201712$2,075,435$70,006$35,003iApproximate average salary by contribution assumption: employee only about $875,075 at 4% or $583,383 at 6%; with 50% employer match about $583,383 at 4% or $388,922 at 6%; with 100% employer match about $437,538 at 4% or $291,692 at 6%.
Joel L Herz PC Profit Sharing Plan & Trust-2$2,075,435$70,006$35,003iApproximate average salary by contribution assumption: employee only about $875,075 at 4% or $583,383 at 6%; with 50% employer match about $583,383 at 4% or $388,922 at 6%; with 100% employer match about $437,538 at 4% or $291,692 at 6%.
201612$1,647,028$69,370$34,685iApproximate average salary by contribution assumption: employee only about $867,125 at 4% or $578,083 at 6%; with 50% employer match about $578,083 at 4% or $385,389 at 6%; with 100% employer match about $433,563 at 4% or $289,042 at 6%.
Joel L Herz PC Profit Sharing Plan & Trust-2$1,647,028$69,370$34,685iApproximate average salary by contribution assumption: employee only about $867,125 at 4% or $578,083 at 6%; with 50% employer match about $578,083 at 4% or $385,389 at 6%; with 100% employer match about $433,563 at 4% or $289,042 at 6%.
201512$1,532,748$68,467$34,234iApproximate average salary by contribution assumption: employee only about $855,838 at 4% or $570,558 at 6%; with 50% employer match about $570,558 at 4% or $380,372 at 6%; with 100% employer match about $427,919 at 4% or $285,279 at 6%.
Joel L Herz PC Profit Sharing Plan & Trust-2$1,532,748$68,467$34,234iApproximate average salary by contribution assumption: employee only about $855,838 at 4% or $570,558 at 6%; with 50% employer match about $570,558 at 4% or $380,372 at 6%; with 100% employer match about $427,919 at 4% or $285,279 at 6%.
201412$1,350,523$71,179$35,590iApproximate average salary by contribution assumption: employee only about $889,738 at 4% or $593,158 at 6%; with 50% employer match about $593,158 at 4% or $395,439 at 6%; with 100% employer match about $444,869 at 4% or $296,579 at 6%.
Joel L Herz PC Profit Sharing Plan & Trust-2$1,350,523$71,179$35,590iApproximate average salary by contribution assumption: employee only about $889,738 at 4% or $593,158 at 6%; with 50% employer match about $593,158 at 4% or $395,439 at 6%; with 100% employer match about $444,869 at 4% or $296,579 at 6%.
201312$1,340,380$66,811$33,406iApproximate average salary by contribution assumption: employee only about $835,138 at 4% or $556,758 at 6%; with 50% employer match about $556,758 at 4% or $371,172 at 6%; with 100% employer match about $417,569 at 4% or $278,379 at 6%.
Joel L Herz PC Profit Sharing Plan & Trust-2$1,340,380$66,811$33,406iApproximate average salary by contribution assumption: employee only about $835,138 at 4% or $556,758 at 6%; with 50% employer match about $556,758 at 4% or $371,172 at 6%; with 100% employer match about $417,569 at 4% or $278,379 at 6%.
201213$1,099,332$66,783$22,261iApproximate average salary by contribution assumption: employee only about $556,525 at 4% or $371,017 at 6%; with 50% employer match about $371,017 at 4% or $247,344 at 6%; with 100% employer match about $278,263 at 4% or $185,508 at 6%.
Joel L Herz PC Profit Sharing Plan & Trust-3$1,099,332$66,783$22,261iApproximate average salary by contribution assumption: employee only about $556,525 at 4% or $371,017 at 6%; with 50% employer match about $371,017 at 4% or $247,344 at 6%; with 100% employer match about $278,263 at 4% or $185,508 at 6%.
201113$961,059$69,752$23,251iApproximate average salary by contribution assumption: employee only about $581,267 at 4% or $387,511 at 6%; with 50% employer match about $387,511 at 4% or $258,341 at 6%; with 100% employer match about $290,633 at 4% or $193,756 at 6%.
Joel L Herz PC Profit Sharing Plan & Trust-3$961,059$69,752$23,251iApproximate average salary by contribution assumption: employee only about $581,267 at 4% or $387,511 at 6%; with 50% employer match about $387,511 at 4% or $258,341 at 6%; with 100% employer match about $290,633 at 4% or $193,756 at 6%.
201013$952,399$75,652$25,217iApproximate average salary by contribution assumption: employee only about $630,433 at 4% or $420,289 at 6%; with 50% employer match about $420,289 at 4% or $280,193 at 6%; with 100% employer match about $315,217 at 4% or $210,144 at 6%.
Joel L Herz PC Profit Sharing Plan & Trust-3$952,399$75,652$25,217iApproximate average salary by contribution assumption: employee only about $630,433 at 4% or $420,289 at 6%; with 50% employer match about $420,289 at 4% or $280,193 at 6%; with 100% employer match about $315,217 at 4% or $210,144 at 6%.
200913$845,822$76,927$25,642iApproximate average salary by contribution assumption: employee only about $641,058 at 4% or $427,372 at 6%; with 50% employer match about $427,372 at 4% or $284,915 at 6%; with 100% employer match about $320,529 at 4% or $213,686 at 6%.
Joel L Herz PC Profit Sharing Plan & Trust-3$845,822$76,927$25,642iApproximate average salary by contribution assumption: employee only about $641,058 at 4% or $427,372 at 6%; with 50% employer match about $427,372 at 4% or $284,915 at 6%; with 100% employer match about $320,529 at 4% or $213,686 at 6%.
200813$766,114$70,317$23,439iApproximate average salary by contribution assumption: employee only about $585,975 at 4% or $390,650 at 6%; with 50% employer match about $390,650 at 4% or $260,433 at 6%; with 100% employer match about $292,988 at 4% or $195,325 at 6%.
Joel L Herz PC Profit Sharing Plan & Trust-3$766,114$70,317$23,439iApproximate average salary by contribution assumption: employee only about $585,975 at 4% or $390,650 at 6%; with 50% employer match about $390,650 at 4% or $260,433 at 6%; with 100% employer match about $292,988 at 4% or $195,325 at 6%.
200712$915,390$66,636$33,318iApproximate average salary by contribution assumption: employee only about $832,950 at 4% or $555,300 at 6%; with 50% employer match about $555,300 at 4% or $370,200 at 6%; with 100% employer match about $416,475 at 4% or $277,650 at 6%.
Joel L Herz PC Profit Sharing Plan & Trust-2$915,390$66,636$33,318iApproximate average salary by contribution assumption: employee only about $832,950 at 4% or $555,300 at 6%; with 50% employer match about $555,300 at 4% or $370,200 at 6%; with 100% employer match about $416,475 at 4% or $277,650 at 6%.
200612$837,436$58,529$29,265iApproximate average salary by contribution assumption: employee only about $731,613 at 4% or $487,742 at 6%; with 50% employer match about $487,742 at 4% or $325,161 at 6%; with 100% employer match about $365,806 at 4% or $243,871 at 6%.
Joel L Herz PC Profit Sharing Plan & Trust-2$837,436$58,529$29,265iApproximate average salary by contribution assumption: employee only about $731,613 at 4% or $487,742 at 6%; with 50% employer match about $487,742 at 4% or $325,161 at 6%; with 100% employer match about $365,806 at 4% or $243,871 at 6%.
200512$728,309$54,743$27,372iApproximate average salary by contribution assumption: employee only about $684,288 at 4% or $456,192 at 6%; with 50% employer match about $456,192 at 4% or $304,128 at 6%; with 100% employer match about $342,144 at 4% or $228,096 at 6%.
Joel L Herz PC Profit Sharing Plan & Trust-2$728,309$54,743$27,372iApproximate average salary by contribution assumption: employee only about $684,288 at 4% or $456,192 at 6%; with 50% employer match about $456,192 at 4% or $304,128 at 6%; with 100% employer match about $342,144 at 4% or $228,096 at 6%.
200412$552,666$47,297$23,649iApproximate average salary by contribution assumption: employee only about $591,213 at 4% or $394,142 at 6%; with 50% employer match about $394,142 at 4% or $262,761 at 6%; with 100% employer match about $295,606 at 4% or $197,071 at 6%.
Joel L Herz PC Profit Sharing Plan & Trust-2$552,666$47,297$23,649iApproximate average salary by contribution assumption: employee only about $591,213 at 4% or $394,142 at 6%; with 50% employer match about $394,142 at 4% or $262,761 at 6%; with 100% employer match about $295,606 at 4% or $197,071 at 6%.
200311$457,312$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Joel L Herz PC Profit Sharing Plan & Trust-1$457,312$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200221$339,109$37,708$37,708iApproximate average salary by contribution assumption: employee only about $942,700 at 4% or $628,467 at 6%; with 50% employer match about $628,467 at 4% or $418,978 at 6%; with 100% employer match about $471,350 at 4% or $314,233 at 6%.
Joel L Herz PC Profit Sharing Plan & Trust-1$339,109$37,708$37,708iApproximate average salary by contribution assumption: employee only about $942,700 at 4% or $628,467 at 6%; with 50% employer match about $628,467 at 4% or $418,978 at 6%; with 100% employer match about $471,350 at 4% or $314,233 at 6%.
JOEL L HERZ PC MONEY PURCHASE PENSION PLAN & TRUST-0---
200122$352,539$37,865$18,933iApproximate average salary by contribution assumption: employee only about $473,313 at 4% or $315,542 at 6%; with 50% employer match about $315,542 at 4% or $210,361 at 6%; with 100% employer match about $236,656 at 4% or $157,771 at 6%.
Joel L Herz PC Profit Sharing Plan & Trust-2$182,822$19,075$9,538iApproximate average salary by contribution assumption: employee only about $238,438 at 4% or $158,958 at 6%; with 50% employer match about $158,958 at 4% or $105,972 at 6%; with 100% employer match about $119,219 at 4% or $79,479 at 6%.
JOEL L HERZ PC MONEY PURCHASE PENSION PLAN & TRUST-2$169,717$18,790$9,395iApproximate average salary by contribution assumption: employee only about $234,875 at 4% or $156,583 at 6%; with 50% employer match about $156,583 at 4% or $104,389 at 6%; with 100% employer match about $117,438 at 4% or $78,292 at 6%.
200021$377,530$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Joel L Herz PC Profit Sharing Plan & Trust-1$193,186$13,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
JOEL L HERZ MONEY PURCHASE PENSION PLAN-1$184,344$17,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
Joel L Herz PC | EIN 86-0978829 | 2021 Form 5500 Company Profile