Civic Intelligence

David C. Herzlinger, M.D., A.P.C.

Plan context: David C. Herzlinger, M.D., A.P.C. Cash Balance Plan

EIN 95-3629616 • Newport Beach, CA • 32 filings • 2 plans

1441 Avocado Avenue, Suite 409Newport Beach, CA 92660
Current Snapshot

Latest Year

2019

2019 Participants

7

2019 Assets

$3,258,605

2019 Contributions

$14,600

Historical Graphs

Total Assets Over Time

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

$4,436,806$2,218,403$0199920092018YearValue
$3,258,605Latest year 2018

Participants Over Time

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

840199920092018YearValue
7Latest 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
201910$0$14,600-
David C. Herzlinger, M.D., A.P.C. Cash Balance Plan-0$0$14,600-
201827$3,258,605$148,685$21,241iApproximate average salary by contribution assumption: employee only about $531,018 at 4% or $354,012 at 6%; with 50% employer match about $354,012 at 4% or $236,008 at 6%; with 100% employer match about $265,509 at 4% or $177,006 at 6%.
David C. Herzlinger, M.D., A.P.C. Cash Balance Plan-7$3,258,605$148,685$21,241iApproximate average salary by contribution assumption: employee only about $531,018 at 4% or $354,012 at 6%; with 50% employer match about $354,012 at 4% or $236,008 at 6%; with 100% employer match about $265,509 at 4% or $177,006 at 6%.
David C. Herzlinger, M.D., A.P.C. Profit Sharing Plan-0$0$0-
201727$4,436,806$227,956$32,565iApproximate average salary by contribution assumption: employee only about $814,129 at 4% or $542,752 at 6%; with 50% employer match about $542,752 at 4% or $361,835 at 6%; with 100% employer match about $407,064 at 4% or $271,376 at 6%.
David C. Herzlinger, M.D., A.P.C. Cash Balance Plan-7$3,239,876$200,000$28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%.
David C. Herzlinger, M.D., A.P.C. Profit Sharing Plan-7$1,196,930$27,956$3,994iApproximate average salary by contribution assumption: employee only about $99,843 at 4% or $66,562 at 6%; with 50% employer match about $66,562 at 4% or $44,375 at 6%; with 100% employer match about $49,921 at 4% or $33,281 at 6%.
201628$3,923,737$31,002$3,875iApproximate average salary by contribution assumption: employee only about $96,881 at 4% or $64,588 at 6%; with 50% employer match about $64,588 at 4% or $43,058 at 6%; with 100% employer match about $48,441 at 4% or $32,294 at 6%.
David C. Herzlinger, M.D., A.P.C. Cash Balance Plan-7$2,829,370$0-
David C. Herzlinger, M.D., A.P.C. Profit Sharing Plan-8$1,094,367$31,002$3,875iApproximate average salary by contribution assumption: employee only about $96,881 at 4% or $64,588 at 6%; with 50% employer match about $64,588 at 4% or $43,058 at 6%; with 100% employer match about $48,441 at 4% or $32,294 at 6%.
201528$3,984,386$412,590$51,574iApproximate average salary by contribution assumption: employee only about $1,289,344 at 4% or $859,563 at 6%; with 50% employer match about $859,563 at 4% or $573,042 at 6%; with 100% employer match about $644,672 at 4% or $429,781 at 6%.
David C. Herzlinger, M.D., A.P.C. Cash Balance Plan-6$2,894,377$380,782$63,464iApproximate average salary by contribution assumption: employee only about $1,586,592 at 4% or $1,057,728 at 6%; with 50% employer match about $1,057,728 at 4% or $705,152 at 6%; with 100% employer match about $793,296 at 4% or $528,864 at 6%.
David C. Herzlinger, M.D., A.P.C. Profit Sharing Plan-8$1,090,009$31,808$3,976iApproximate average salary by contribution assumption: employee only about $99,400 at 4% or $66,267 at 6%; with 50% employer match about $66,267 at 4% or $44,178 at 6%; with 100% employer match about $49,700 at 4% or $33,133 at 6%.
201427$3,588,069$412,352$58,907iApproximate average salary by contribution assumption: employee only about $1,472,686 at 4% or $981,790 at 6%; with 50% employer match about $981,790 at 4% or $654,527 at 6%; with 100% employer match about $736,343 at 4% or $490,895 at 6%.
David C. Herzlinger, M.D., A.P.C. Cash Balance Plan-5$2,511,075$386,370$77,274iApproximate average salary by contribution assumption: employee only about $1,931,850 at 4% or $1,287,900 at 6%; with 50% employer match about $1,287,900 at 4% or $858,600 at 6%; with 100% employer match about $965,925 at 4% or $643,950 at 6%.
David C. Herzlinger, M.D., A.P.C. Profit Sharing Plan-7$1,076,994$25,982$3,712iApproximate average salary by contribution assumption: employee only about $92,793 at 4% or $61,862 at 6%; with 50% employer match about $61,862 at 4% or $41,241 at 6%; with 100% employer match about $46,396 at 4% or $30,931 at 6%.
201327$3,027,504$368,809$52,687iApproximate average salary by contribution assumption: employee only about $1,317,175 at 4% or $878,117 at 6%; with 50% employer match about $878,117 at 4% or $585,411 at 6%; with 100% employer match about $658,588 at 4% or $439,058 at 6%.
David C. Herzlinger, M.D., A.P.C. Cash Balance Plan-7$2,037,670$343,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
David C. Herzlinger, M.D., A.P.C. Profit Sharing Plan-7$989,834$25,809$3,687iApproximate average salary by contribution assumption: employee only about $92,175 at 4% or $61,450 at 6%; with 50% employer match about $61,450 at 4% or $40,967 at 6%; with 100% employer match about $46,088 at 4% or $30,725 at 6%.
201227$2,526,161$331,571$47,367iApproximate average salary by contribution assumption: employee only about $1,184,182 at 4% or $789,455 at 6%; with 50% employer match about $789,455 at 4% or $526,303 at 6%; with 100% employer match about $592,091 at 4% or $394,727 at 6%.
David C. Herzlinger, M.D., A.P.C. Cash Balance Plan-7$1,612,530$305,000$43,571iApproximate average salary by contribution assumption: employee only about $1,089,286 at 4% or $726,190 at 6%; with 50% employer match about $726,190 at 4% or $484,127 at 6%; with 100% employer match about $544,643 at 4% or $363,095 at 6%.
David C. Herzlinger, M.D., A.P.C. Profit Sharing Plan-7$913,631$26,571$3,796iApproximate average salary by contribution assumption: employee only about $94,896 at 4% or $63,264 at 6%; with 50% employer match about $63,264 at 4% or $42,176 at 6%; with 100% employer match about $47,448 at 4% or $31,632 at 6%.
201127$2,087,923$345,668$49,381iApproximate average salary by contribution assumption: employee only about $1,234,529 at 4% or $823,019 at 6%; with 50% employer match about $823,019 at 4% or $548,679 at 6%; with 100% employer match about $617,264 at 4% or $411,510 at 6%.
David C. Herzlinger, M.D., A.P.C. Cash Balance Plan-7$1,247,076$320,537$45,791iApproximate average salary by contribution assumption: employee only about $1,144,775 at 4% or $763,183 at 6%; with 50% employer match about $763,183 at 4% or $508,789 at 6%; with 100% employer match about $572,388 at 4% or $381,592 at 6%.
David C. Herzlinger, M.D., A.P.C. Profit Sharing Plan-7$840,847$25,131$3,590iApproximate average salary by contribution assumption: employee only about $89,754 at 4% or $59,836 at 6%; with 50% employer match about $59,836 at 4% or $39,890 at 6%; with 100% employer match about $44,877 at 4% or $29,918 at 6%.
201028$1,715,868$379,319$47,415iApproximate average salary by contribution assumption: employee only about $1,185,372 at 4% or $790,248 at 6%; with 50% employer match about $790,248 at 4% or $526,832 at 6%; with 100% employer match about $592,686 at 4% or $395,124 at 6%.
David C. Herzlinger, M.D., A.P.C. Cash Balance Plan-8$887,304$354,386$44,298iApproximate average salary by contribution assumption: employee only about $1,107,456 at 4% or $738,304 at 6%; with 50% employer match about $738,304 at 4% or $492,203 at 6%; with 100% employer match about $553,728 at 4% or $369,152 at 6%.
David C. Herzlinger, M.D., A.P.C. Profit Sharing Plan-7$828,564$24,933$3,562iApproximate average salary by contribution assumption: employee only about $89,046 at 4% or $59,364 at 6%; with 50% employer match about $59,364 at 4% or $39,576 at 6%; with 100% employer match about $44,523 at 4% or $29,682 at 6%.
200926$1,282,467$328,699$54,783iApproximate average salary by contribution assumption: employee only about $1,369,579 at 4% or $913,053 at 6%; with 50% employer match about $913,053 at 4% or $608,702 at 6%; with 100% employer match about $684,790 at 4% or $456,526 at 6%.
David C. Herzlinger, M.D., A.P.C. Profit Sharing Plan-5$764,799$22,699$4,540iApproximate average salary by contribution assumption: employee only about $113,495 at 4% or $75,663 at 6%; with 50% employer match about $75,663 at 4% or $50,442 at 6%; with 100% employer match about $56,748 at 4% or $37,832 at 6%.
David C. Herzlinger, M.D., A.P.C. Cash Balance Plan-6$517,668$306,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
200828$873,260$231,444$28,931iApproximate average salary by contribution assumption: employee only about $723,263 at 4% or $482,175 at 6%; with 50% employer match about $482,175 at 4% or $321,450 at 6%; with 100% employer match about $361,631 at 4% or $241,088 at 6%.
David C. Herzlinger, M.D., A.P.C. Profit Sharing Plan-8$661,815$21,125$2,641iApproximate average salary by contribution assumption: employee only about $66,016 at 4% or $44,010 at 6%; with 50% employer match about $44,010 at 4% or $29,340 at 6%; with 100% employer match about $33,008 at 4% or $22,005 at 6%.
David C. Herzlinger, M.D., A.P.C. Cash Balance Plan-6$211,445$210,319$35,053iApproximate average salary by contribution assumption: employee only about $876,329 at 4% or $584,219 at 6%; with 50% employer match about $584,219 at 4% or $389,480 at 6%; with 100% employer match about $438,165 at 4% or $292,110 at 6%.
200718$869,925$72,066$9,008iApproximate average salary by contribution assumption: employee only about $225,206 at 4% or $150,138 at 6%; with 50% employer match about $150,138 at 4% or $100,092 at 6%; with 100% employer match about $112,603 at 4% or $75,069 at 6%.
David C. Herzlinger, M.D., A.P.C. Profit Sharing Plan-8$869,925$72,066$9,008iApproximate average salary by contribution assumption: employee only about $225,206 at 4% or $150,138 at 6%; with 50% employer match about $150,138 at 4% or $100,092 at 6%; with 100% employer match about $112,603 at 4% or $75,069 at 6%.
200618$762,823$59,645$7,456iApproximate average salary by contribution assumption: employee only about $186,391 at 4% or $124,260 at 6%; with 50% employer match about $124,260 at 4% or $82,840 at 6%; with 100% employer match about $93,195 at 4% or $62,130 at 6%.
David C. Herzlinger, M.D., A.P.C. Profit Sharing Plan-8$762,823$59,645$7,456iApproximate average salary by contribution assumption: employee only about $186,391 at 4% or $124,260 at 6%; with 50% employer match about $124,260 at 4% or $82,840 at 6%; with 100% employer match about $93,195 at 4% or $62,130 at 6%.
200518$626,734$68,830$8,604iApproximate average salary by contribution assumption: employee only about $215,094 at 4% or $143,396 at 6%; with 50% employer match about $143,396 at 4% or $95,597 at 6%; with 100% employer match about $107,547 at 4% or $71,698 at 6%.
David C. Herzlinger, M.D., A.P.C. Profit Sharing Plan-8$626,734$68,830$8,604iApproximate average salary by contribution assumption: employee only about $215,094 at 4% or $143,396 at 6%; with 50% employer match about $143,396 at 4% or $95,597 at 6%; with 100% employer match about $107,547 at 4% or $71,698 at 6%.
200415$514,014$50,562$10,112iApproximate average salary by contribution assumption: employee only about $252,810 at 4% or $168,540 at 6%; with 50% employer match about $168,540 at 4% or $112,360 at 6%; with 100% employer match about $126,405 at 4% or $84,270 at 6%.
David C. Herzlinger, M.D., A.P.C. Profit Sharing Plan-5$514,014$50,562$10,112iApproximate average salary by contribution assumption: employee only about $252,810 at 4% or $168,540 at 6%; with 50% employer match about $168,540 at 4% or $112,360 at 6%; with 100% employer match about $126,405 at 4% or $84,270 at 6%.
200315$413,856$49,085$9,817iApproximate average salary by contribution assumption: employee only about $245,425 at 4% or $163,617 at 6%; with 50% employer match about $163,617 at 4% or $109,078 at 6%; with 100% employer match about $122,713 at 4% or $81,808 at 6%.
David C. Herzlinger, M.D., A.P.C. Profit Sharing Plan-5$413,856$49,085$9,817iApproximate average salary by contribution assumption: employee only about $245,425 at 4% or $163,617 at 6%; with 50% employer match about $163,617 at 4% or $109,078 at 6%; with 100% employer match about $122,713 at 4% or $81,808 at 6%.
200218$280,049$64,054$8,007iApproximate average salary by contribution assumption: employee only about $200,169 at 4% or $133,446 at 6%; with 50% employer match about $133,446 at 4% or $88,964 at 6%; with 100% employer match about $100,084 at 4% or $66,723 at 6%.
David C. Herzlinger, M.D., A.P.C. Profit Sharing Plan-8$280,049$64,054$8,007iApproximate average salary by contribution assumption: employee only about $200,169 at 4% or $133,446 at 6%; with 50% employer match about $133,446 at 4% or $88,964 at 6%; with 100% employer match about $100,084 at 4% or $66,723 at 6%.
200114$288,289$37,954$9,489iApproximate average salary by contribution assumption: employee only about $237,213 at 4% or $158,142 at 6%; with 50% employer match about $158,142 at 4% or $105,428 at 6%; with 100% employer match about $118,606 at 4% or $79,071 at 6%.
David C. Herzlinger, M.D., A.P.C. Profit Sharing Plan-4$288,289$37,954$9,489iApproximate average salary by contribution assumption: employee only about $237,213 at 4% or $158,142 at 6%; with 50% employer match about $158,142 at 4% or $105,428 at 6%; with 100% employer match about $118,606 at 4% or $79,071 at 6%.
200014$295,775$37,737$9,434iApproximate average salary by contribution assumption: employee only about $235,856 at 4% or $157,238 at 6%; with 50% employer match about $157,238 at 4% or $104,825 at 6%; with 100% employer match about $117,928 at 4% or $78,619 at 6%.
David C. Herzlinger, M.D., A.P.C. Profit Sharing Plan-4$295,775$37,737$9,434iApproximate average salary by contribution assumption: employee only about $235,856 at 4% or $157,238 at 6%; with 50% employer match about $157,238 at 4% or $104,825 at 6%; with 100% employer match about $117,928 at 4% or $78,619 at 6%.
199915$364,742$39,109$7,822iApproximate average salary by contribution assumption: employee only about $195,545 at 4% or $130,363 at 6%; with 50% employer match about $130,363 at 4% or $86,909 at 6%; with 100% employer match about $97,773 at 4% or $65,182 at 6%.
David C. Herzlinger, M.D., A.P.C. Profit Sharing Plan-5$364,742$39,109$7,822iApproximate average salary by contribution assumption: employee only about $195,545 at 4% or $130,363 at 6%; with 50% employer match about $130,363 at 4% or $86,909 at 6%; with 100% employer match about $97,773 at 4% or $65,182 at 6%.