Civic Intelligence

Gregory E. Herkert, D.D.S.

Plan context: Gregory E. Herkert, D.D.S. Profit Sharing Plan

EIN 93-1003925 • Toledo, OR • 23 filings • 3 plans

680 West Highway 20Toledo, OR 97391
Current Snapshot

Latest Year

2019

2019 Participants

10

2019 Assets

$2,088,010

2019 Contributions

$69,203

Historical Graphs

Total Assets Over Time

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

$2,105,044$1,052,522$0200220102018YearValue
$2,088,010Latest year 2018

Participants Over Time

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

1050200120102018YearValue
10Latest year 2018

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
201920$0$69,203-
Gregory E. Herkert, D.D.S. Profit Sharing Plan-0$0$69,203-
GREGORY E. HERKERT, DDS CASH BALANCE PLAN-0$0$0-
2018210$2,088,010$216,642$21,664iApproximate average salary by contribution assumption: employee only about $541,605 at 4% or $361,070 at 6%; with 50% employer match about $361,070 at 4% or $240,713 at 6%; with 100% employer match about $270,803 at 4% or $180,535 at 6%.
Gregory E. Herkert, D.D.S. Profit Sharing Plan-8$1,648,829$71,650$8,956iApproximate average salary by contribution assumption: employee only about $223,906 at 4% or $149,271 at 6%; with 50% employer match about $149,271 at 4% or $99,514 at 6%; with 100% employer match about $111,953 at 4% or $74,635 at 6%.
GREGORY E. HERKERT, DDS CASH BALANCE PLAN-10$439,181$144,992$14,499iApproximate average salary by contribution assumption: employee only about $362,480 at 4% or $241,653 at 6%; with 50% employer match about $241,653 at 4% or $161,102 at 6%; with 100% employer match about $181,240 at 4% or $120,827 at 6%.
201729$2,105,044$276,615$30,735iApproximate average salary by contribution assumption: employee only about $768,375 at 4% or $512,250 at 6%; with 50% employer match about $512,250 at 4% or $341,500 at 6%; with 100% employer match about $384,188 at 4% or $256,125 at 6%.
Gregory E. Herkert, D.D.S. Profit Sharing Plan-9$1,786,860$76,950$8,550iApproximate average salary by contribution assumption: employee only about $213,750 at 4% or $142,500 at 6%; with 50% employer match about $142,500 at 4% or $95,000 at 6%; with 100% employer match about $106,875 at 4% or $71,250 at 6%.
GREGORY E. HERKERT, DDS CASH BALANCE PLAN-8$318,184$199,665$24,958iApproximate average salary by contribution assumption: employee only about $623,953 at 4% or $415,969 at 6%; with 50% employer match about $415,969 at 4% or $277,313 at 6%; with 100% employer match about $311,977 at 4% or $207,984 at 6%.
201629$1,530,653$184,109$20,457iApproximate average salary by contribution assumption: employee only about $511,414 at 4% or $340,943 at 6%; with 50% employer match about $340,943 at 4% or $227,295 at 6%; with 100% employer match about $255,707 at 4% or $170,471 at 6%.
Gregory E. Herkert, D.D.S. Profit Sharing Plan-9$1,423,254$78,109$8,679iApproximate average salary by contribution assumption: employee only about $216,969 at 4% or $144,646 at 6%; with 50% employer match about $144,646 at 4% or $96,431 at 6%; with 100% employer match about $108,485 at 4% or $72,323 at 6%.
GREGORY E. HERKERT, DDS CASH BALANCE PLAN-8$107,399$106,000$13,250iApproximate average salary by contribution assumption: employee only about $331,250 at 4% or $220,833 at 6%; with 50% employer match about $220,833 at 4% or $147,222 at 6%; with 100% employer match about $165,625 at 4% or $110,417 at 6%.
201519$1,283,060$117,205$13,023iApproximate average salary by contribution assumption: employee only about $325,569 at 4% or $217,046 at 6%; with 50% employer match about $217,046 at 4% or $144,698 at 6%; with 100% employer match about $162,785 at 4% or $108,523 at 6%.
Gregory E. Herkert, D.D.S. Profit Sharing Plan-9$1,283,060$117,205$13,023iApproximate average salary by contribution assumption: employee only about $325,569 at 4% or $217,046 at 6%; with 50% employer match about $217,046 at 4% or $144,698 at 6%; with 100% employer match about $162,785 at 4% or $108,523 at 6%.
201419$1,255,260$89,552$9,950iApproximate average salary by contribution assumption: employee only about $248,756 at 4% or $165,837 at 6%; with 50% employer match about $165,837 at 4% or $110,558 at 6%; with 100% employer match about $124,378 at 4% or $82,919 at 6%.
Gregory E. Herkert, D.D.S. Profit Sharing Plan-9$1,255,260$89,552$9,950iApproximate average salary by contribution assumption: employee only about $248,756 at 4% or $165,837 at 6%; with 50% employer match about $165,837 at 4% or $110,558 at 6%; with 100% employer match about $124,378 at 4% or $82,919 at 6%.
201319$1,251,582$107,403$11,934iApproximate average salary by contribution assumption: employee only about $298,342 at 4% or $198,894 at 6%; with 50% employer match about $198,894 at 4% or $132,596 at 6%; with 100% employer match about $149,171 at 4% or $99,447 at 6%.
Gregory E. Herkert, D.D.S. Profit Sharing Plan-9$1,251,582$107,403$11,934iApproximate average salary by contribution assumption: employee only about $298,342 at 4% or $198,894 at 6%; with 50% employer match about $198,894 at 4% or $132,596 at 6%; with 100% employer match about $149,171 at 4% or $99,447 at 6%.
201219$981,750$105,746$11,750iApproximate average salary by contribution assumption: employee only about $293,739 at 4% or $195,826 at 6%; with 50% employer match about $195,826 at 4% or $130,551 at 6%; with 100% employer match about $146,869 at 4% or $97,913 at 6%.
Gregory E. Herkert, D.D.S. Profit Sharing Plan-9$981,750$105,746$11,750iApproximate average salary by contribution assumption: employee only about $293,739 at 4% or $195,826 at 6%; with 50% employer match about $195,826 at 4% or $130,551 at 6%; with 100% employer match about $146,869 at 4% or $97,913 at 6%.
201119$835,073$103,306$11,478iApproximate average salary by contribution assumption: employee only about $286,961 at 4% or $191,307 at 6%; with 50% employer match about $191,307 at 4% or $127,538 at 6%; with 100% employer match about $143,481 at 4% or $95,654 at 6%.
Gregory E. Herkert, D.D.S. Profit Sharing Plan-9$835,073$103,306$11,478iApproximate average salary by contribution assumption: employee only about $286,961 at 4% or $191,307 at 6%; with 50% employer match about $191,307 at 4% or $127,538 at 6%; with 100% employer match about $143,481 at 4% or $95,654 at 6%.
201019$915,780$111,044$12,338iApproximate average salary by contribution assumption: employee only about $308,456 at 4% or $205,637 at 6%; with 50% employer match about $205,637 at 4% or $137,091 at 6%; with 100% employer match about $154,228 at 4% or $102,819 at 6%.
Gregory E. Herkert, D.D.S. Profit Sharing Plan-9$915,780$111,044$12,338iApproximate average salary by contribution assumption: employee only about $308,456 at 4% or $205,637 at 6%; with 50% employer match about $205,637 at 4% or $137,091 at 6%; with 100% employer match about $154,228 at 4% or $102,819 at 6%.
200919$681,683$101,454$11,273iApproximate average salary by contribution assumption: employee only about $281,817 at 4% or $187,878 at 6%; with 50% employer match about $187,878 at 4% or $125,252 at 6%; with 100% employer match about $140,908 at 4% or $93,939 at 6%.
Gregory E. Herkert, D.D.S. Profit Sharing Plan-9$681,683$101,454$11,273iApproximate average salary by contribution assumption: employee only about $281,817 at 4% or $187,878 at 6%; with 50% employer match about $187,878 at 4% or $125,252 at 6%; with 100% employer match about $140,908 at 4% or $93,939 at 6%.
200819$411,356$106,506$11,834iApproximate average salary by contribution assumption: employee only about $295,850 at 4% or $197,233 at 6%; with 50% employer match about $197,233 at 4% or $131,489 at 6%; with 100% employer match about $147,925 at 4% or $98,617 at 6%.
Gregory E. Herkert, D.D.S. Profit Sharing Plan-9$411,356$106,506$11,834iApproximate average salary by contribution assumption: employee only about $295,850 at 4% or $197,233 at 6%; with 50% employer match about $197,233 at 4% or $131,489 at 6%; with 100% employer match about $147,925 at 4% or $98,617 at 6%.
200719$407,805$93,396$10,377iApproximate average salary by contribution assumption: employee only about $259,433 at 4% or $172,956 at 6%; with 50% employer match about $172,956 at 4% or $115,304 at 6%; with 100% employer match about $129,717 at 4% or $86,478 at 6%.
Gregory E. Herkert, D.D.S. Profit Sharing Plan-9$407,805$93,396$10,377iApproximate average salary by contribution assumption: employee only about $259,433 at 4% or $172,956 at 6%; with 50% employer match about $172,956 at 4% or $115,304 at 6%; with 100% employer match about $129,717 at 4% or $86,478 at 6%.
200616$389,747$65,228$10,871iApproximate average salary by contribution assumption: employee only about $271,783 at 4% or $181,189 at 6%; with 50% employer match about $181,189 at 4% or $120,793 at 6%; with 100% employer match about $135,892 at 4% or $90,594 at 6%.
Gregory E. Herkert, D.D.S. Profit Sharing Plan-6$389,747$65,228$10,871iApproximate average salary by contribution assumption: employee only about $271,783 at 4% or $181,189 at 6%; with 50% employer match about $181,189 at 4% or $120,793 at 6%; with 100% employer match about $135,892 at 4% or $90,594 at 6%.
200517$298,086$64,409$9,201iApproximate average salary by contribution assumption: employee only about $230,032 at 4% or $153,355 at 6%; with 50% employer match about $153,355 at 4% or $102,237 at 6%; with 100% employer match about $115,016 at 4% or $76,677 at 6%.
Gregory E. Herkert, D.D.S. Profit Sharing Plan-7$298,086$64,409$9,201iApproximate average salary by contribution assumption: employee only about $230,032 at 4% or $153,355 at 6%; with 50% employer match about $153,355 at 4% or $102,237 at 6%; with 100% employer match about $115,016 at 4% or $76,677 at 6%.
200417$242,857$60,844$8,692iApproximate average salary by contribution assumption: employee only about $217,300 at 4% or $144,867 at 6%; with 50% employer match about $144,867 at 4% or $96,578 at 6%; with 100% employer match about $108,650 at 4% or $72,433 at 6%.
Gregory E. Herkert, D.D.S. Profit Sharing Plan-7$242,857$60,844$8,692iApproximate average salary by contribution assumption: employee only about $217,300 at 4% or $144,867 at 6%; with 50% employer match about $144,867 at 4% or $96,578 at 6%; with 100% employer match about $108,650 at 4% or $72,433 at 6%.
200317$174,366$60,139$8,591iApproximate average salary by contribution assumption: employee only about $214,782 at 4% or $143,188 at 6%; with 50% employer match about $143,188 at 4% or $95,459 at 6%; with 100% employer match about $107,391 at 4% or $71,594 at 6%.
Gregory E. Herkert, D.D.S. Profit Sharing Plan-7$174,366$60,139$8,591iApproximate average salary by contribution assumption: employee only about $214,782 at 4% or $143,188 at 6%; with 50% employer match about $143,188 at 4% or $95,459 at 6%; with 100% employer match about $107,391 at 4% or $71,594 at 6%.
200217$89,839$57,928$8,275iApproximate average salary by contribution assumption: employee only about $206,886 at 4% or $137,924 at 6%; with 50% employer match about $137,924 at 4% or $91,949 at 6%; with 100% employer match about $103,443 at 4% or $68,962 at 6%.
Gregory E. Herkert, D.D.S. Profit Sharing Plan-7$89,839$57,928$8,275iApproximate average salary by contribution assumption: employee only about $206,886 at 4% or $137,924 at 6%; with 50% employer match about $137,924 at 4% or $91,949 at 6%; with 100% employer match about $103,443 at 4% or $68,962 at 6%.
200116$0$0-
Gregory E. Herkert, D.D.S. Profit Sharing Plan-6---