Civic Intelligence

Sterman, Higashi & Herter Accountancy Corp.

Plan context: HMWC CPAS & BUSINESS ADVISORS DEFINED BENEFIT PENSION PLAN

EIN 95-2790665 • Tustin, CA • 31 filings • 4 plans

17501 E. 17th St., Ste 100Tustin, CA 92780-7924
Current Snapshot

Latest Year

2021

2021 Participants

39

2021 Assets

$7,866,636

2021 Contributions

$400,000

Historical Graphs

Total Assets Over Time

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

$20,990,907$10,495,454$0199920112020YearValue
$7,866,636Latest year 2020

Participants Over Time

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

110550199920102020YearValue
39Latest 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$400,000-
HMWC CPAS & BUSINESS ADVISORS DEFINED BENEFIT PENSION PLAN-0$0$400,000-
2020239$7,866,636$2,105,614$53,990iApproximate average salary by contribution assumption: employee only about $1,349,753 at 4% or $899,835 at 6%; with 50% employer match about $899,835 at 4% or $599,890 at 6%; with 100% employer match about $674,876 at 4% or $449,918 at 6%.
HMWC CPAS & BUSINESS ADVISORS DEFINED BENEFIT PENSION PLAN-39$7,866,636$1,166,537$29,911iApproximate average salary by contribution assumption: employee only about $747,780 at 4% or $498,520 at 6%; with 50% employer match about $498,520 at 4% or $332,347 at 6%; with 100% employer match about $373,890 at 4% or $249,260 at 6%.
Sterman, Higashi & Herter Accountancy Corp. 401K Plan-0$0$939,077-
20192110$20,990,907$2,664,139$24,219iApproximate average salary by contribution assumption: employee only about $605,486 at 4% or $403,657 at 6%; with 50% employer match about $403,657 at 4% or $269,105 at 6%; with 100% employer match about $302,743 at 4% or $201,829 at 6%.
Sterman, Higashi & Herter Accountancy Corp. 401K Plan-110$14,805,330$1,789,139$16,265iApproximate average salary by contribution assumption: employee only about $406,623 at 4% or $271,082 at 6%; with 50% employer match about $271,082 at 4% or $180,721 at 6%; with 100% employer match about $203,311 at 4% or $135,541 at 6%.
HMWC CPAS & BUSINESS ADVISORS DEFINED BENEFIT PENSION PLAN-36$6,185,577$875,000$24,306iApproximate average salary by contribution assumption: employee only about $607,639 at 4% or $405,093 at 6%; with 50% employer match about $405,093 at 4% or $270,062 at 6%; with 100% employer match about $303,819 at 4% or $202,546 at 6%.
2018297$17,236,545$2,199,446$22,675iApproximate average salary by contribution assumption: employee only about $566,868 at 4% or $377,912 at 6%; with 50% employer match about $377,912 at 4% or $251,941 at 6%; with 100% employer match about $283,434 at 4% or $188,956 at 6%.
Sterman, Higashi & Herter Accountancy Corp. 401K Plan-97$12,495,784$1,224,446$12,623iApproximate average salary by contribution assumption: employee only about $315,579 at 4% or $210,386 at 6%; with 50% employer match about $210,386 at 4% or $140,257 at 6%; with 100% employer match about $157,789 at 4% or $105,193 at 6%.
HMWC CPAS & BUSINESS ADVISORS DEFINED BENEFIT PENSION PLAN-31$4,740,761$975,000$31,452iApproximate average salary by contribution assumption: employee only about $786,290 at 4% or $524,194 at 6%; with 50% employer match about $524,194 at 4% or $349,462 at 6%; with 100% employer match about $393,145 at 4% or $262,097 at 6%.
2017281$16,539,201$1,831,981$22,617iApproximate average salary by contribution assumption: employee only about $565,426 at 4% or $376,951 at 6%; with 50% employer match about $376,951 at 4% or $251,301 at 6%; with 100% employer match about $282,713 at 4% or $188,475 at 6%.
Sterman, Higashi & Herter Accountancy Corp. 401K Plan-81$12,685,950$981,981$12,123iApproximate average salary by contribution assumption: employee only about $303,081 at 4% or $202,054 at 6%; with 50% employer match about $202,054 at 4% or $134,702 at 6%; with 100% employer match about $151,540 at 4% or $101,027 at 6%.
HMWC CPAS & BUSINESS ADVISORS DEFINED BENEFIT PENSION PLAN-23$3,853,251$850,000$36,957iApproximate average salary by contribution assumption: employee only about $923,913 at 4% or $615,942 at 6%; with 50% employer match about $615,942 at 4% or $410,628 at 6%; with 100% employer match about $461,957 at 4% or $307,971 at 6%.
2016256$13,275,786$1,829,557$32,671iApproximate average salary by contribution assumption: employee only about $816,767 at 4% or $544,511 at 6%; with 50% employer match about $544,511 at 4% or $363,007 at 6%; with 100% employer match about $408,383 at 4% or $272,256 at 6%.
Sterman, Higashi & Herter Accountancy Corp. 401K Plan-56$10,508,378$1,054,557$18,831iApproximate average salary by contribution assumption: employee only about $470,784 at 4% or $313,856 at 6%; with 50% employer match about $313,856 at 4% or $209,238 at 6%; with 100% employer match about $235,392 at 4% or $156,928 at 6%.
HMWC CPAS & BUSINESS ADVISORS DEFINED BENEFIT PENSION PLAN-27$2,767,408$775,000$28,704iApproximate average salary by contribution assumption: employee only about $717,593 at 4% or $478,395 at 6%; with 50% employer match about $478,395 at 4% or $318,930 at 6%; with 100% employer match about $358,796 at 4% or $239,198 at 6%.
2015255$10,904,154$1,549,549$28,174iApproximate average salary by contribution assumption: employee only about $704,340 at 4% or $469,560 at 6%; with 50% employer match about $469,560 at 4% or $313,040 at 6%; with 100% employer match about $352,170 at 4% or $234,780 at 6%.
Sterman, Higashi & Herter Accountancy Corp. 401K Plan-55$9,078,630$852,461$15,499iApproximate average salary by contribution assumption: employee only about $387,482 at 4% or $258,322 at 6%; with 50% employer match about $258,322 at 4% or $172,214 at 6%; with 100% employer match about $193,741 at 4% or $129,161 at 6%.
HMWC CPAS & BUSINESS ADVISORS DEFINED BENEFIT PENSION PLAN-20$1,825,524$697,088$34,854iApproximate average salary by contribution assumption: employee only about $871,360 at 4% or $580,907 at 6%; with 50% employer match about $580,907 at 4% or $387,271 at 6%; with 100% employer match about $435,680 at 4% or $290,453 at 6%.
2014250$9,527,929$1,184,497$23,690iApproximate average salary by contribution assumption: employee only about $592,249 at 4% or $394,832 at 6%; with 50% employer match about $394,832 at 4% or $263,222 at 6%; with 100% employer match about $296,124 at 4% or $197,416 at 6%.
Sterman, Higashi & Herter Accountancy Corp. 401K Plan-50$8,389,820$569,632$11,393iApproximate average salary by contribution assumption: employee only about $284,816 at 4% or $189,877 at 6%; with 50% employer match about $189,877 at 4% or $126,585 at 6%; with 100% employer match about $142,408 at 4% or $94,939 at 6%.
HMWC CPAS & BUSINESS ADVISORS DEFINED BENEFIT PENSION PLAN-17$1,138,109$614,865$36,169iApproximate average salary by contribution assumption: employee only about $904,213 at 4% or $602,809 at 6%; with 50% employer match about $602,809 at 4% or $401,873 at 6%; with 100% employer match about $452,107 at 4% or $301,404 at 6%.
2013247$7,936,827$1,151,066$24,491iApproximate average salary by contribution assumption: employee only about $612,269 at 4% or $408,179 at 6%; with 50% employer match about $408,179 at 4% or $272,120 at 6%; with 100% employer match about $306,135 at 4% or $204,090 at 6%.
Sterman, Higashi & Herter Accountancy Corp. 401K Plan-47$7,440,827$655,066$13,938iApproximate average salary by contribution assumption: employee only about $348,439 at 4% or $232,293 at 6%; with 50% employer match about $232,293 at 4% or $154,862 at 6%; with 100% employer match about $174,220 at 4% or $116,146 at 6%.
HMWC CPAS & BUSINESS ADVISORS DEFINED BENEFIT PENSION PLAN-17$496,000$496,000$29,176iApproximate average salary by contribution assumption: employee only about $729,412 at 4% or $486,275 at 6%; with 50% employer match about $486,275 at 4% or $324,183 at 6%; with 100% employer match about $364,706 at 4% or $243,137 at 6%.
2012159$6,418,223$535,619$9,078iApproximate average salary by contribution assumption: employee only about $226,957 at 4% or $151,305 at 6%; with 50% employer match about $151,305 at 4% or $100,870 at 6%; with 100% employer match about $113,479 at 4% or $75,652 at 6%.
Sterman, Higashi & Herter Accountancy Corp. 401K Plan-59$6,418,223$535,619$9,078iApproximate average salary by contribution assumption: employee only about $226,957 at 4% or $151,305 at 6%; with 50% employer match about $151,305 at 4% or $100,870 at 6%; with 100% employer match about $113,479 at 4% or $75,652 at 6%.
2011150$5,303,916$478,441$9,569iApproximate average salary by contribution assumption: employee only about $239,221 at 4% or $159,480 at 6%; with 50% employer match about $159,480 at 4% or $106,320 at 6%; with 100% employer match about $119,610 at 4% or $79,740 at 6%.
Sterman, Higashi & Herter Accountancy Corp. 401K Plan-50$5,303,916$478,441$9,569iApproximate average salary by contribution assumption: employee only about $239,221 at 4% or $159,480 at 6%; with 50% employer match about $159,480 at 4% or $106,320 at 6%; with 100% employer match about $119,610 at 4% or $79,740 at 6%.
2010152$5,307,152$521,129$10,022iApproximate average salary by contribution assumption: employee only about $250,543 at 4% or $167,029 at 6%; with 50% employer match about $167,029 at 4% or $111,352 at 6%; with 100% employer match about $125,271 at 4% or $83,514 at 6%.
Sterman, Higashi & Herter Accountancy Corp. 401K Plan-52$5,307,152$521,129$10,022iApproximate average salary by contribution assumption: employee only about $250,543 at 4% or $167,029 at 6%; with 50% employer match about $167,029 at 4% or $111,352 at 6%; with 100% employer match about $125,271 at 4% or $83,514 at 6%.
2009153$4,455,430$660,956$12,471iApproximate average salary by contribution assumption: employee only about $311,772 at 4% or $207,848 at 6%; with 50% employer match about $207,848 at 4% or $138,565 at 6%; with 100% employer match about $155,886 at 4% or $103,924 at 6%.
Sterman, Higashi & Herter Accountancy Corp. 401K Plan-53$4,455,430$660,956$12,471iApproximate average salary by contribution assumption: employee only about $311,772 at 4% or $207,848 at 6%; with 50% employer match about $207,848 at 4% or $138,565 at 6%; with 100% employer match about $155,886 at 4% or $103,924 at 6%.
2008146$3,309,763$564,970$12,282iApproximate average salary by contribution assumption: employee only about $307,049 at 4% or $204,699 at 6%; with 50% employer match about $204,699 at 4% or $136,466 at 6%; with 100% employer match about $153,524 at 4% or $102,350 at 6%.
Sterman, Higashi & Herter Accountancy Corp. 401K Plan-46$3,309,763$564,970$12,282iApproximate average salary by contribution assumption: employee only about $307,049 at 4% or $204,699 at 6%; with 50% employer match about $204,699 at 4% or $136,466 at 6%; with 100% employer match about $153,524 at 4% or $102,350 at 6%.
2007130$0$0-
Sterman, Higashi & Herter Accountancy Corp. 401K Plan-30---
2006129$3,760,048$405,038$13,967iApproximate average salary by contribution assumption: employee only about $349,171 at 4% or $232,780 at 6%; with 50% employer match about $232,780 at 4% or $155,187 at 6%; with 100% employer match about $174,585 at 4% or $116,390 at 6%.
Sterman, Higashi & Herter Accountancy Corp. 401K Plan-29$3,760,048$405,038$13,967iApproximate average salary by contribution assumption: employee only about $349,171 at 4% or $232,780 at 6%; with 50% employer match about $232,780 at 4% or $155,187 at 6%; with 100% employer match about $174,585 at 4% or $116,390 at 6%.
2005128$3,051,811$397,187$14,185iApproximate average salary by contribution assumption: employee only about $354,631 at 4% or $236,421 at 6%; with 50% employer match about $236,421 at 4% or $157,614 at 6%; with 100% employer match about $177,316 at 4% or $118,210 at 6%.
Sterman, Higashi & Herter Accountancy Corp. 401K Plan-28$3,051,811$397,187$14,185iApproximate average salary by contribution assumption: employee only about $354,631 at 4% or $236,421 at 6%; with 50% employer match about $236,421 at 4% or $157,614 at 6%; with 100% employer match about $177,316 at 4% or $118,210 at 6%.
2004124$2,491,398$305,917$12,747iApproximate average salary by contribution assumption: employee only about $318,664 at 4% or $212,442 at 6%; with 50% employer match about $212,442 at 4% or $141,628 at 6%; with 100% employer match about $159,332 at 4% or $106,221 at 6%.
Sterman, Higashi & Herter Accountancy Corp. 401K Plan-24$2,491,398$305,917$12,747iApproximate average salary by contribution assumption: employee only about $318,664 at 4% or $212,442 at 6%; with 50% employer match about $212,442 at 4% or $141,628 at 6%; with 100% employer match about $159,332 at 4% or $106,221 at 6%.
2003125$1,977,902$287,412$11,496iApproximate average salary by contribution assumption: employee only about $287,412 at 4% or $191,608 at 6%; with 50% employer match about $191,608 at 4% or $127,739 at 6%; with 100% employer match about $143,706 at 4% or $95,804 at 6%.
Sterman, Higashi & Herter Accountancy Corp. 401K Plan-25$1,977,902$287,412$11,496iApproximate average salary by contribution assumption: employee only about $287,412 at 4% or $191,608 at 6%; with 50% employer match about $191,608 at 4% or $127,739 at 6%; with 100% employer match about $143,706 at 4% or $95,804 at 6%.
2002125$1,352,288$214,730$8,589iApproximate average salary by contribution assumption: employee only about $214,730 at 4% or $143,153 at 6%; with 50% employer match about $143,153 at 4% or $95,436 at 6%; with 100% employer match about $107,365 at 4% or $71,577 at 6%.
Sterman, Higashi & Herter Accountancy Corp. 401K Plan-25$1,352,288$214,730$8,589iApproximate average salary by contribution assumption: employee only about $214,730 at 4% or $143,153 at 6%; with 50% employer match about $143,153 at 4% or $95,436 at 6%; with 100% employer match about $107,365 at 4% or $71,577 at 6%.
2001124$0$0-
Sterman, Higashi & Herter Accountancy Corp. 401K Plan-24---
2000121$1,440,370$182,666$8,698iApproximate average salary by contribution assumption: employee only about $217,460 at 4% or $144,973 at 6%; with 50% employer match about $144,973 at 4% or $96,649 at 6%; with 100% employer match about $108,730 at 4% or $72,487 at 6%.
Sterman, Higashi & Herter Accountancy Corp. 401K Plan-21$1,440,370$182,666$8,698iApproximate average salary by contribution assumption: employee only about $217,460 at 4% or $144,973 at 6%; with 50% employer match about $144,973 at 4% or $96,649 at 6%; with 100% employer match about $108,730 at 4% or $72,487 at 6%.
1999121$1,555,352$121,049$5,764iApproximate average salary by contribution assumption: employee only about $144,106 at 4% or $96,071 at 6%; with 50% employer match about $96,071 at 4% or $64,047 at 6%; with 100% employer match about $72,053 at 4% or $48,035 at 6%.
Sterman, Higashi & Herter Accountancy Corp. 401K Plan-21$1,555,352$121,049$5,764iApproximate average salary by contribution assumption: employee only about $144,106 at 4% or $96,071 at 6%; with 50% employer match about $96,071 at 4% or $64,047 at 6%; with 100% employer match about $72,053 at 4% or $48,035 at 6%.