Civic Intelligence

Herzig & Berlese

Plan context: Herzig & Berlese Partnership 401K Profit Sharing Plan

EIN 94-2789240 • San Francisco, CA • 20 filings • 2 plans

414 Gough Street Suite 5San Francisco, CA 94102
Current Snapshot

Latest Year

2016

2016 Participants

1

2016 Assets

$87

2016 Contributions

$61,782

Historical Graphs

Total Assets Over Time

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

$2,125,130$1,062,565$0199920092016YearValue
$87Latest year 2016

Participants Over Time

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

530199920072016YearValue
1Latest 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
201611$87$0-
Herzig & Berlese Partnership 401K Profit Sharing Plan-1$87--
201512$1,919,333$61,782$30,891iApproximate average salary by contribution assumption: employee only about $772,275 at 4% or $514,850 at 6%; with 50% employer match about $514,850 at 4% or $343,233 at 6%; with 100% employer match about $386,138 at 4% or $257,425 at 6%.
Herzig & Berlese Partnership 401K Profit Sharing Plan-2$1,919,333$61,782$30,891iApproximate average salary by contribution assumption: employee only about $772,275 at 4% or $514,850 at 6%; with 50% employer match about $514,850 at 4% or $343,233 at 6%; with 100% employer match about $386,138 at 4% or $257,425 at 6%.
201413$1,995,858$28,226$9,409iApproximate average salary by contribution assumption: employee only about $235,217 at 4% or $156,811 at 6%; with 50% employer match about $156,811 at 4% or $104,541 at 6%; with 100% employer match about $117,608 at 4% or $78,406 at 6%.
Herzig & Berlese Partnership 401K Profit Sharing Plan-3$1,995,858$28,226$9,409iApproximate average salary by contribution assumption: employee only about $235,217 at 4% or $156,811 at 6%; with 50% employer match about $156,811 at 4% or $104,541 at 6%; with 100% employer match about $117,608 at 4% or $78,406 at 6%.
201313$2,125,130$23,000$7,667iApproximate average salary by contribution assumption: employee only about $191,667 at 4% or $127,778 at 6%; with 50% employer match about $127,778 at 4% or $85,185 at 6%; with 100% employer match about $95,833 at 4% or $63,889 at 6%.
Herzig & Berlese Partnership 401K Profit Sharing Plan-3$2,125,130$23,000$7,667iApproximate average salary by contribution assumption: employee only about $191,667 at 4% or $127,778 at 6%; with 50% employer match about $127,778 at 4% or $85,185 at 6%; with 100% employer match about $95,833 at 4% or $63,889 at 6%.
201212$1,741,561$88,761$44,381iApproximate average salary by contribution assumption: employee only about $1,109,513 at 4% or $739,675 at 6%; with 50% employer match about $739,675 at 4% or $493,117 at 6%; with 100% employer match about $554,756 at 4% or $369,838 at 6%.
Herzig & Berlese Partnership 401K Profit Sharing Plan-2$1,741,561$88,761$44,381iApproximate average salary by contribution assumption: employee only about $1,109,513 at 4% or $739,675 at 6%; with 50% employer match about $739,675 at 4% or $493,117 at 6%; with 100% employer match about $554,756 at 4% or $369,838 at 6%.
201113$1,465,013$96,831$32,277iApproximate average salary by contribution assumption: employee only about $806,925 at 4% or $537,950 at 6%; with 50% employer match about $537,950 at 4% or $358,633 at 6%; with 100% employer match about $403,463 at 4% or $268,975 at 6%.
Herzig & Berlese Partnership 401K Profit Sharing Plan-3$1,465,013$96,831$32,277iApproximate average salary by contribution assumption: employee only about $806,925 at 4% or $537,950 at 6%; with 50% employer match about $537,950 at 4% or $358,633 at 6%; with 100% employer match about $403,463 at 4% or $268,975 at 6%.
200913$1,653,997$66,179$22,060iApproximate average salary by contribution assumption: employee only about $551,492 at 4% or $367,661 at 6%; with 50% employer match about $367,661 at 4% or $245,107 at 6%; with 100% employer match about $275,746 at 4% or $183,831 at 6%.
Herzig & Berlese Partnership 401K Profit Sharing Plan-3$1,653,997$66,179$22,060iApproximate average salary by contribution assumption: employee only about $551,492 at 4% or $367,661 at 6%; with 50% employer match about $367,661 at 4% or $245,107 at 6%; with 100% employer match about $275,746 at 4% or $183,831 at 6%.
200815$0$0-
Herzig & Berlese Partnership 401K Profit Sharing Plan-5---
200714$0$0-
Herzig & Berlese Partnership 401K Profit Sharing Plan-4---
200614$1,682,201$64,600$16,150iApproximate average salary by contribution assumption: employee only about $403,750 at 4% or $269,167 at 6%; with 50% employer match about $269,167 at 4% or $179,444 at 6%; with 100% employer match about $201,875 at 4% or $134,583 at 6%.
Herzig & Berlese Partnership 401K Profit Sharing Plan-4$1,682,201$64,600$16,150iApproximate average salary by contribution assumption: employee only about $403,750 at 4% or $269,167 at 6%; with 50% employer match about $269,167 at 4% or $179,444 at 6%; with 100% employer match about $201,875 at 4% or $134,583 at 6%.
200513$1,445,102$53,008$17,669iApproximate average salary by contribution assumption: employee only about $441,733 at 4% or $294,489 at 6%; with 50% employer match about $294,489 at 4% or $196,326 at 6%; with 100% employer match about $220,867 at 4% or $147,244 at 6%.
Herzig & Berlese Partnership 401K Profit Sharing Plan-3$1,445,102$53,008$17,669iApproximate average salary by contribution assumption: employee only about $441,733 at 4% or $294,489 at 6%; with 50% employer match about $294,489 at 4% or $196,326 at 6%; with 100% employer match about $220,867 at 4% or $147,244 at 6%.
200413$1,403,487$53,616$17,872iApproximate average salary by contribution assumption: employee only about $446,800 at 4% or $297,867 at 6%; with 50% employer match about $297,867 at 4% or $198,578 at 6%; with 100% employer match about $223,400 at 4% or $148,933 at 6%.
Herzig & Berlese Partnership 401K Profit Sharing Plan-3$1,403,487$53,616$17,872iApproximate average salary by contribution assumption: employee only about $446,800 at 4% or $297,867 at 6%; with 50% employer match about $297,867 at 4% or $198,578 at 6%; with 100% employer match about $223,400 at 4% or $148,933 at 6%.
200314$0$0-
Herzig & Berlese Partnership 401K Profit Sharing Plan-4---
200213$989,814$43,808$14,603iApproximate average salary by contribution assumption: employee only about $365,067 at 4% or $243,378 at 6%; with 50% employer match about $243,378 at 4% or $162,252 at 6%; with 100% employer match about $182,533 at 4% or $121,689 at 6%.
Herzig & Berlese Partnership 401K Profit Sharing Plan-3$989,814$43,808$14,603iApproximate average salary by contribution assumption: employee only about $365,067 at 4% or $243,378 at 6%; with 50% employer match about $243,378 at 4% or $162,252 at 6%; with 100% employer match about $182,533 at 4% or $121,689 at 6%.
200124$0$0-
Herzig & Berlese Partnership 401K Profit Sharing Plan-4---
Herzig & Berlese Partnership Money Purchase Pension Plan-0---
200023$1,180,796$61,069$20,356iApproximate average salary by contribution assumption: employee only about $508,908 at 4% or $339,272 at 6%; with 50% employer match about $339,272 at 4% or $226,181 at 6%; with 100% employer match about $254,454 at 4% or $169,636 at 6%.
Herzig & Berlese Partnership 401K Profit Sharing Plan-3$1,006,093$36,345$12,115iApproximate average salary by contribution assumption: employee only about $302,875 at 4% or $201,917 at 6%; with 50% employer match about $201,917 at 4% or $134,611 at 6%; with 100% employer match about $151,438 at 4% or $100,958 at 6%.
Herzig & Berlese Partnership Money Purchase Pension Plan-3$174,703$24,724$8,241iApproximate average salary by contribution assumption: employee only about $206,033 at 4% or $137,356 at 6%; with 50% employer match about $137,356 at 4% or $91,570 at 6%; with 100% employer match about $103,017 at 4% or $68,678 at 6%.
199923$1,333,011$59,579$19,860iApproximate average salary by contribution assumption: employee only about $496,492 at 4% or $330,994 at 6%; with 50% employer match about $330,994 at 4% or $220,663 at 6%; with 100% employer match about $248,246 at 4% or $165,497 at 6%.
Herzig & Berlese Partnership 401K Profit Sharing Plan-3$1,146,935$34,484$11,495iApproximate average salary by contribution assumption: employee only about $287,367 at 4% or $191,578 at 6%; with 50% employer match about $191,578 at 4% or $127,719 at 6%; with 100% employer match about $143,683 at 4% or $95,789 at 6%.
Herzig & Berlese Partnership Money Purchase Pension Plan-3$186,076$25,095$8,365iApproximate average salary by contribution assumption: employee only about $209,125 at 4% or $139,417 at 6%; with 50% employer match about $139,417 at 4% or $92,944 at 6%; with 100% employer match about $104,563 at 4% or $69,708 at 6%.