Civic Intelligence

Hergert & Associates PC.

Plan context: Hergert & Associates PC. Profit Sharing Plan

EIN 93-1090945 • Oregon City, OR • 15 filings • 7 plans

1001 Molalla AvenueSuite 201Oregon City, OR 97045
Current Snapshot

Latest Year

2011

2011 Participants

6

2011 Assets

$385,764

2011 Contributions

$8,853

Historical Graphs

Total Assets Over Time

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

$1,356,679$678,340$0199920042010YearValue
$385,764Latest year 2010

Participants Over Time

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

840199920052010YearValue
6Latest year 2010

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
201110$0$0-
Hergert & Associates PC. Profit Sharing Plan-0---
201016$385,764$0-
Hergert & Associates PC. Profit Sharing Plan-6$385,764--
200916$636,220$8,853$1,476iApproximate average salary by contribution assumption: employee only about $36,888 at 4% or $24,592 at 6%; with 50% employer match about $24,592 at 4% or $16,394 at 6%; with 100% employer match about $18,444 at 4% or $12,296 at 6%.
Hergert & Associates PC. Profit Sharing Plan-6$636,220$8,853$1,476iApproximate average salary by contribution assumption: employee only about $36,888 at 4% or $24,592 at 6%; with 50% employer match about $24,592 at 4% or $16,394 at 6%; with 100% employer match about $18,444 at 4% or $12,296 at 6%.
200816$747,815$0-
Hergert & Associates PC. Profit Sharing Plan-6$747,815--
200716$0$0-
Hergert & Associates PC. Profit Sharing Plan-6---
200615$1,356,679$65,435$13,087iApproximate average salary by contribution assumption: employee only about $327,175 at 4% or $218,117 at 6%; with 50% employer match about $218,117 at 4% or $145,411 at 6%; with 100% employer match about $163,588 at 4% or $109,058 at 6%.
Hergert & Associates PC. Profit Sharing Plan-5$1,356,679$65,435$13,087iApproximate average salary by contribution assumption: employee only about $327,175 at 4% or $218,117 at 6%; with 50% employer match about $218,117 at 4% or $145,411 at 6%; with 100% employer match about $163,588 at 4% or $109,058 at 6%.
200517$1,179,345$31,579$4,511iApproximate average salary by contribution assumption: employee only about $112,782 at 4% or $75,188 at 6%; with 50% employer match about $75,188 at 4% or $50,125 at 6%; with 100% employer match about $56,391 at 4% or $37,594 at 6%.
Hergert & Associates PC. Profit Sharing Plan-7$1,179,345$31,579$4,511iApproximate average salary by contribution assumption: employee only about $112,782 at 4% or $75,188 at 6%; with 50% employer match about $75,188 at 4% or $50,125 at 6%; with 100% employer match about $56,391 at 4% or $37,594 at 6%.
200417$1,346,724$62,961$8,994iApproximate average salary by contribution assumption: employee only about $224,861 at 4% or $149,907 at 6%; with 50% employer match about $149,907 at 4% or $99,938 at 6%; with 100% employer match about $112,430 at 4% or $74,954 at 6%.
Hergert & Associates PC. Profit Sharing Plan-7$1,346,724$62,961$8,994iApproximate average salary by contribution assumption: employee only about $224,861 at 4% or $149,907 at 6%; with 50% employer match about $149,907 at 4% or $99,938 at 6%; with 100% employer match about $112,430 at 4% or $74,954 at 6%.
200318$1,195,856$67,353$8,419iApproximate average salary by contribution assumption: employee only about $210,478 at 4% or $140,319 at 6%; with 50% employer match about $140,319 at 4% or $93,546 at 6%; with 100% employer match about $105,239 at 4% or $70,159 at 6%.
Hergert & Associates PC. Profit Sharing Plan-8$1,195,856$67,353$8,419iApproximate average salary by contribution assumption: employee only about $210,478 at 4% or $140,319 at 6%; with 50% employer match about $140,319 at 4% or $93,546 at 6%; with 100% employer match about $105,239 at 4% or $70,159 at 6%.
200228$923,374$165,404$20,676iApproximate average salary by contribution assumption: employee only about $516,888 at 4% or $344,592 at 6%; with 50% employer match about $344,592 at 4% or $229,728 at 6%; with 100% employer match about $258,444 at 4% or $172,296 at 6%.
Hergert & Associates PC. Profit Sharing Plan-8$923,374$165,404$20,676iApproximate average salary by contribution assumption: employee only about $516,888 at 4% or $344,592 at 6%; with 50% employer match about $344,592 at 4% or $229,728 at 6%; with 100% employer match about $258,444 at 4% or $172,296 at 6%.
Hergert & Associates PC. Money Purchase Pension Plan-0---
200128$1,013,774$66,282$8,285iApproximate average salary by contribution assumption: employee only about $207,131 at 4% or $138,088 at 6%; with 50% employer match about $138,088 at 4% or $92,058 at 6%; with 100% employer match about $103,566 at 4% or $69,044 at 6%.
Hergert & Associates PC. Profit Sharing Plan-8$910,383$51,046$6,381iApproximate average salary by contribution assumption: employee only about $159,519 at 4% or $106,346 at 6%; with 50% employer match about $106,346 at 4% or $70,897 at 6%; with 100% employer match about $79,759 at 4% or $53,173 at 6%.
Hergert & Associates PC. Money Purchase Pension Plan-8$103,391$15,236$1,905iApproximate average salary by contribution assumption: employee only about $47,613 at 4% or $31,742 at 6%; with 50% employer match about $31,742 at 4% or $21,161 at 6%; with 100% employer match about $23,806 at 4% or $15,871 at 6%.
200016$99,077$13,807$2,301iApproximate average salary by contribution assumption: employee only about $57,529 at 4% or $38,353 at 6%; with 50% employer match about $38,353 at 4% or $25,569 at 6%; with 100% employer match about $28,765 at 4% or $19,176 at 6%.
Hergert & Associates PC. Money Purchase Pension Plan-6$99,077$13,807$2,301iApproximate average salary by contribution assumption: employee only about $57,529 at 4% or $38,353 at 6%; with 50% employer match about $38,353 at 4% or $25,569 at 6%; with 100% employer match about $28,765 at 4% or $19,176 at 6%.
199915$92,139$13,300$2,660iApproximate average salary by contribution assumption: employee only about $66,500 at 4% or $44,333 at 6%; with 50% employer match about $44,333 at 4% or $29,556 at 6%; with 100% employer match about $33,250 at 4% or $22,167 at 6%.
Hergert & Associates PC. Money Purchase Pension Plan-5$92,139$13,300$2,660iApproximate average salary by contribution assumption: employee only about $66,500 at 4% or $44,333 at 6%; with 50% employer match about $44,333 at 4% or $29,556 at 6%; with 100% employer match about $33,250 at 4% or $22,167 at 6%.