Civic Intelligence

Robert J. Herried, Dds

Plan context: Robert J. Herried, Dds 401(K) Profit Sharing Plan

EIN 95-3805055 • Costa Mesa, CA • 14 filings • 2 plans

2675 Irvine Avenue, Suite 104Costa Mesa, CA 92627
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$1,153,963

2025 Contributions

$71,166

Historical Graphs

Total Assets Over Time

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

$1,153,963$576,982$0201320192025YearValue
$1,153,963Latest year 2025

Participants Over Time

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

950201320192025YearValue
7Latest year 2025

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
202517$1,153,963$71,166$10,167iApproximate average salary by contribution assumption: employee only about $254,164 at 4% or $169,443 at 6%; with 50% employer match about $169,443 at 4% or $112,962 at 6%; with 100% employer match about $127,082 at 4% or $84,721 at 6%.
Robert J. Herried, Dds 401(K) Profit Sharing Plan-7$1,153,963$71,166$10,167iApproximate average salary by contribution assumption: employee only about $254,164 at 4% or $169,443 at 6%; with 50% employer match about $169,443 at 4% or $112,962 at 6%; with 100% employer match about $127,082 at 4% or $84,721 at 6%.
202417$949,132$68,493$9,785iApproximate average salary by contribution assumption: employee only about $244,618 at 4% or $163,079 at 6%; with 50% employer match about $163,079 at 4% or $108,719 at 6%; with 100% employer match about $122,309 at 4% or $81,539 at 6%.
Robert J. Herried, Dds 401(K) Profit Sharing Plan-7$949,132$68,493$9,785iApproximate average salary by contribution assumption: employee only about $244,618 at 4% or $163,079 at 6%; with 50% employer match about $163,079 at 4% or $108,719 at 6%; with 100% employer match about $122,309 at 4% or $81,539 at 6%.
202319$801,479$64,643$7,183iApproximate average salary by contribution assumption: employee only about $179,564 at 4% or $119,709 at 6%; with 50% employer match about $119,709 at 4% or $79,806 at 6%; with 100% employer match about $89,782 at 4% or $59,855 at 6%.
Robert J. Herried, Dds 401(K) Profit Sharing Plan-9$801,479$64,643$7,183iApproximate average salary by contribution assumption: employee only about $179,564 at 4% or $119,709 at 6%; with 50% employer match about $119,709 at 4% or $79,806 at 6%; with 100% employer match about $89,782 at 4% or $59,855 at 6%.
202219$677,704$65,130$7,237iApproximate average salary by contribution assumption: employee only about $180,917 at 4% or $120,611 at 6%; with 50% employer match about $120,611 at 4% or $80,407 at 6%; with 100% employer match about $90,458 at 4% or $60,306 at 6%.
Robert J. Herried, Dds 401(K) Profit Sharing Plan-9$677,704$65,130$7,237iApproximate average salary by contribution assumption: employee only about $180,917 at 4% or $120,611 at 6%; with 50% employer match about $120,611 at 4% or $80,407 at 6%; with 100% employer match about $90,458 at 4% or $60,306 at 6%.
202119$693,301$51,299$5,700iApproximate average salary by contribution assumption: employee only about $142,497 at 4% or $94,998 at 6%; with 50% employer match about $94,998 at 4% or $63,332 at 6%; with 100% employer match about $71,249 at 4% or $47,499 at 6%.
Robert J. Herried, Dds 401(K) Profit Sharing Plan-9$693,301$51,299$5,700iApproximate average salary by contribution assumption: employee only about $142,497 at 4% or $94,998 at 6%; with 50% employer match about $94,998 at 4% or $63,332 at 6%; with 100% employer match about $71,249 at 4% or $47,499 at 6%.
202019$529,379$24,977$2,775iApproximate average salary by contribution assumption: employee only about $69,381 at 4% or $46,254 at 6%; with 50% employer match about $46,254 at 4% or $30,836 at 6%; with 100% employer match about $34,690 at 4% or $23,127 at 6%.
Robert J. Herried, Dds 401(K) Profit Sharing Plan-9$529,379$24,977$2,775iApproximate average salary by contribution assumption: employee only about $69,381 at 4% or $46,254 at 6%; with 50% employer match about $46,254 at 4% or $30,836 at 6%; with 100% employer match about $34,690 at 4% or $23,127 at 6%.
201918$468,391$90,784$11,348iApproximate average salary by contribution assumption: employee only about $283,700 at 4% or $189,133 at 6%; with 50% employer match about $189,133 at 4% or $126,089 at 6%; with 100% employer match about $141,850 at 4% or $94,567 at 6%.
Robert J. Herried, Dds 401(K) Profit Sharing Plan-8$468,391$90,784$11,348iApproximate average salary by contribution assumption: employee only about $283,700 at 4% or $189,133 at 6%; with 50% employer match about $189,133 at 4% or $126,089 at 6%; with 100% employer match about $141,850 at 4% or $94,567 at 6%.
201829$620,694$152,476$16,942iApproximate average salary by contribution assumption: employee only about $423,544 at 4% or $282,363 at 6%; with 50% employer match about $282,363 at 4% or $188,242 at 6%; with 100% employer match about $211,772 at 4% or $141,181 at 6%.
Robert J. Herried, Dds 401(K) Profit Sharing Plan-9$310,347$76,238$8,471iApproximate average salary by contribution assumption: employee only about $211,772 at 4% or $141,181 at 6%; with 50% employer match about $141,181 at 4% or $94,121 at 6%; with 100% employer match about $105,886 at 4% or $70,591 at 6%.
Robert J. Herried, Dds 401(K) Profit Sharing Plan-9$310,347$76,238$8,471iApproximate average salary by contribution assumption: employee only about $211,772 at 4% or $141,181 at 6%; with 50% employer match about $141,181 at 4% or $94,121 at 6%; with 100% employer match about $105,886 at 4% or $70,591 at 6%.
201718$280,957$47,898$5,987iApproximate average salary by contribution assumption: employee only about $149,681 at 4% or $99,788 at 6%; with 50% employer match about $99,788 at 4% or $66,525 at 6%; with 100% employer match about $74,841 at 4% or $49,894 at 6%.
Robert J. Herried, Dds 401(K) Profit Sharing Plan-8$280,957$47,898$5,987iApproximate average salary by contribution assumption: employee only about $149,681 at 4% or $99,788 at 6%; with 50% employer match about $99,788 at 4% or $66,525 at 6%; with 100% employer match about $74,841 at 4% or $49,894 at 6%.
201619$201,329$41,237$4,582iApproximate average salary by contribution assumption: employee only about $114,547 at 4% or $76,365 at 6%; with 50% employer match about $76,365 at 4% or $50,910 at 6%; with 100% employer match about $57,274 at 4% or $38,182 at 6%.
Robert J. Herried, Dds 401(K) Profit Sharing Plan-9$201,329$41,237$4,582iApproximate average salary by contribution assumption: employee only about $114,547 at 4% or $76,365 at 6%; with 50% employer match about $76,365 at 4% or $50,910 at 6%; with 100% employer match about $57,274 at 4% or $38,182 at 6%.
201518$141,727$44,947$5,618iApproximate average salary by contribution assumption: employee only about $140,459 at 4% or $93,640 at 6%; with 50% employer match about $93,640 at 4% or $62,426 at 6%; with 100% employer match about $70,230 at 4% or $46,820 at 6%.
Robert J. Herried, Dds 401(K) Profit Sharing Plan-8$141,727$44,947$5,618iApproximate average salary by contribution assumption: employee only about $140,459 at 4% or $93,640 at 6%; with 50% employer match about $93,640 at 4% or $62,426 at 6%; with 100% employer match about $70,230 at 4% or $46,820 at 6%.
201418$104,449$51,505$6,438iApproximate average salary by contribution assumption: employee only about $160,953 at 4% or $107,302 at 6%; with 50% employer match about $107,302 at 4% or $71,535 at 6%; with 100% employer match about $80,477 at 4% or $53,651 at 6%.
Robert J. Herried, Dds 401(K) Profit Sharing Plan-8$104,449$51,505$6,438iApproximate average salary by contribution assumption: employee only about $160,953 at 4% or $107,302 at 6%; with 50% employer match about $107,302 at 4% or $71,535 at 6%; with 100% employer match about $80,477 at 4% or $53,651 at 6%.
201318$52,119$52,119$6,515iApproximate average salary by contribution assumption: employee only about $162,872 at 4% or $108,581 at 6%; with 50% employer match about $108,581 at 4% or $72,388 at 6%; with 100% employer match about $81,436 at 4% or $54,291 at 6%.
Robert J. Herried, Dds 401(K) Profit Sharing Plan-8$52,119$52,119$6,515iApproximate average salary by contribution assumption: employee only about $162,872 at 4% or $108,581 at 6%; with 50% employer match about $108,581 at 4% or $72,388 at 6%; with 100% employer match about $81,436 at 4% or $54,291 at 6%.