Civic Intelligence

Jeffrey H. Herz, M.D.

Plan context: Jeffrey H. Herz, M.D. 401(K) Profit Sharing Plan

EIN 95-3815027 • Rancho Mirage, CA • 22 filings • 4 plans

115 Waterford CicrleRancho Mirage, CA 92270
Current Snapshot

Latest Year

2018

2018 Participants

3

2018 Assets

$2,928,872

2018 Contributions

$6,378

Historical Graphs

Total Assets Over Time

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

$2,928,872$1,464,436$0200020102017YearValue
$2,928,872Latest year 2017

Participants Over Time

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

530200020092017YearValue
3Latest year 2017

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
201810$0$0-
Jeffrey H. Herz, M.D. 401(K) Profit Sharing Plan-0$0$0-
201713$2,928,872$6,378$2,126iApproximate average salary by contribution assumption: employee only about $53,150 at 4% or $35,433 at 6%; with 50% employer match about $35,433 at 4% or $23,622 at 6%; with 100% employer match about $26,575 at 4% or $17,717 at 6%.
Jeffrey H. Herz, M.D. 401(K) Profit Sharing Plan-3$2,928,872$6,378$2,126iApproximate average salary by contribution assumption: employee only about $53,150 at 4% or $35,433 at 6%; with 50% employer match about $35,433 at 4% or $23,622 at 6%; with 100% employer match about $26,575 at 4% or $17,717 at 6%.
201614$2,727,154$7,067$1,767iApproximate average salary by contribution assumption: employee only about $44,169 at 4% or $29,446 at 6%; with 50% employer match about $29,446 at 4% or $19,631 at 6%; with 100% employer match about $22,084 at 4% or $14,723 at 6%.
Jeffrey H. Herz, M.D. 401(K) Profit Sharing Plan-4$2,727,154$7,067$1,767iApproximate average salary by contribution assumption: employee only about $44,169 at 4% or $29,446 at 6%; with 50% employer match about $29,446 at 4% or $19,631 at 6%; with 100% employer match about $22,084 at 4% or $14,723 at 6%.
201514$2,505,366$7,999$2,000iApproximate average salary by contribution assumption: employee only about $49,994 at 4% or $33,329 at 6%; with 50% employer match about $33,329 at 4% or $22,219 at 6%; with 100% employer match about $24,997 at 4% or $16,665 at 6%.
Jeffrey H. Herz, M.D. 401(K) Profit Sharing Plan-4$2,505,366$7,999$2,000iApproximate average salary by contribution assumption: employee only about $49,994 at 4% or $33,329 at 6%; with 50% employer match about $33,329 at 4% or $22,219 at 6%; with 100% employer match about $24,997 at 4% or $16,665 at 6%.
201414$2,563,816$67,431$16,858iApproximate average salary by contribution assumption: employee only about $421,444 at 4% or $280,963 at 6%; with 50% employer match about $280,963 at 4% or $187,308 at 6%; with 100% employer match about $210,722 at 4% or $140,481 at 6%.
Jeffrey H. Herz, M.D. 401(K) Profit Sharing Plan-4$2,563,816$67,431$16,858iApproximate average salary by contribution assumption: employee only about $421,444 at 4% or $280,963 at 6%; with 50% employer match about $280,963 at 4% or $187,308 at 6%; with 100% employer match about $210,722 at 4% or $140,481 at 6%.
201314$2,386,267$101,147$25,287iApproximate average salary by contribution assumption: employee only about $632,169 at 4% or $421,446 at 6%; with 50% employer match about $421,446 at 4% or $280,964 at 6%; with 100% employer match about $316,084 at 4% or $210,723 at 6%.
Jeffrey H. Herz, M.D. 401(K) Profit Sharing Plan-4$2,386,267$101,147$25,287iApproximate average salary by contribution assumption: employee only about $632,169 at 4% or $421,446 at 6%; with 50% employer match about $421,446 at 4% or $280,964 at 6%; with 100% employer match about $316,084 at 4% or $210,723 at 6%.
201214$2,278,618$128,502$32,126iApproximate average salary by contribution assumption: employee only about $803,138 at 4% or $535,425 at 6%; with 50% employer match about $535,425 at 4% or $356,950 at 6%; with 100% employer match about $401,569 at 4% or $267,713 at 6%.
Jeffrey H. Herz, M.D. 401(K) Profit Sharing Plan-4$2,278,618$128,502$32,126iApproximate average salary by contribution assumption: employee only about $803,138 at 4% or $535,425 at 6%; with 50% employer match about $535,425 at 4% or $356,950 at 6%; with 100% employer match about $401,569 at 4% or $267,713 at 6%.
201113$2,109,718$119,600$39,867iApproximate average salary by contribution assumption: employee only about $996,667 at 4% or $664,444 at 6%; with 50% employer match about $664,444 at 4% or $442,963 at 6%; with 100% employer match about $498,333 at 4% or $332,222 at 6%.
Jeffrey H. Herz, M.D. 401(K) Profit Sharing Plan-3$2,109,718$119,600$39,867iApproximate average salary by contribution assumption: employee only about $996,667 at 4% or $664,444 at 6%; with 50% employer match about $664,444 at 4% or $442,963 at 6%; with 100% employer match about $498,333 at 4% or $332,222 at 6%.
201014$2,001,482$123,537$30,884iApproximate average salary by contribution assumption: employee only about $772,106 at 4% or $514,738 at 6%; with 50% employer match about $514,738 at 4% or $343,158 at 6%; with 100% employer match about $386,053 at 4% or $257,369 at 6%.
Jeffrey H. Herz, M.D. 401(K) Profit Sharing Plan-4$2,001,482$123,537$30,884iApproximate average salary by contribution assumption: employee only about $772,106 at 4% or $514,738 at 6%; with 50% employer match about $514,738 at 4% or $343,158 at 6%; with 100% employer match about $386,053 at 4% or $257,369 at 6%.
200914$1,722,396$101,935$25,484iApproximate average salary by contribution assumption: employee only about $637,094 at 4% or $424,729 at 6%; with 50% employer match about $424,729 at 4% or $283,153 at 6%; with 100% employer match about $318,547 at 4% or $212,365 at 6%.
Jeffrey H. Herz, M.D. 401(K) Profit Sharing Plan-4$1,722,396$101,935$25,484iApproximate average salary by contribution assumption: employee only about $637,094 at 4% or $424,729 at 6%; with 50% employer match about $424,729 at 4% or $283,153 at 6%; with 100% employer match about $318,547 at 4% or $212,365 at 6%.
200814$1,228,518$100,654$25,164iApproximate average salary by contribution assumption: employee only about $629,088 at 4% or $419,392 at 6%; with 50% employer match about $419,392 at 4% or $279,594 at 6%; with 100% employer match about $314,544 at 4% or $209,696 at 6%.
Jeffrey H. Herz, M.D. 401(K) Profit Sharing Plan-4$1,228,518$100,654$25,164iApproximate average salary by contribution assumption: employee only about $629,088 at 4% or $419,392 at 6%; with 50% employer match about $419,392 at 4% or $279,594 at 6%; with 100% employer match about $314,544 at 4% or $209,696 at 6%.
200714$0$0-
Jeffrey H. Herz, M.D. 401(K) Profit Sharing Plan-4---
200614$1,645,345$103,462$25,866iApproximate average salary by contribution assumption: employee only about $646,638 at 4% or $431,092 at 6%; with 50% employer match about $431,092 at 4% or $287,394 at 6%; with 100% employer match about $323,319 at 4% or $215,546 at 6%.
Jeffrey H. Herz, M.D. 401(K) Profit Sharing Plan-4$1,645,345$103,462$25,866iApproximate average salary by contribution assumption: employee only about $646,638 at 4% or $431,092 at 6%; with 50% employer match about $431,092 at 4% or $287,394 at 6%; with 100% employer match about $323,319 at 4% or $215,546 at 6%.
200513$1,495,925$104,118$34,706iApproximate average salary by contribution assumption: employee only about $867,650 at 4% or $578,433 at 6%; with 50% employer match about $578,433 at 4% or $385,622 at 6%; with 100% employer match about $433,825 at 4% or $289,217 at 6%.
Jeffrey H. Herz, M.D. 401(K) Profit Sharing Plan-3$1,495,925$104,118$34,706iApproximate average salary by contribution assumption: employee only about $867,650 at 4% or $578,433 at 6%; with 50% employer match about $578,433 at 4% or $385,622 at 6%; with 100% employer match about $433,825 at 4% or $289,217 at 6%.
200413$1,338,721$94,744$31,581iApproximate average salary by contribution assumption: employee only about $789,533 at 4% or $526,356 at 6%; with 50% employer match about $526,356 at 4% or $350,904 at 6%; with 100% employer match about $394,767 at 4% or $263,178 at 6%.
Jeffrey H. Herz, M.D. 401(K) Profit Sharing Plan-3$1,338,721$94,744$31,581iApproximate average salary by contribution assumption: employee only about $789,533 at 4% or $526,356 at 6%; with 50% employer match about $526,356 at 4% or $350,904 at 6%; with 100% employer match about $394,767 at 4% or $263,178 at 6%.
200315$1,174,112$87,990$17,598iApproximate average salary by contribution assumption: employee only about $439,950 at 4% or $293,300 at 6%; with 50% employer match about $293,300 at 4% or $195,533 at 6%; with 100% employer match about $219,975 at 4% or $146,650 at 6%.
Jeffrey H. Herz, M.D. 401(K) Profit Sharing Plan-5$1,174,112$87,990$17,598iApproximate average salary by contribution assumption: employee only about $439,950 at 4% or $293,300 at 6%; with 50% employer match about $293,300 at 4% or $195,533 at 6%; with 100% employer match about $219,975 at 4% or $146,650 at 6%.
200224$0$0-
Jeffrey H. Herz, M.D. 401(K) Profit Sharing Plan-4---
JEFFREY H. HERZ, M.D., MONEY PURCHASE PLAN-0---
200125$0$0-
Jeffrey H. Herz, M.D. 401(K) Profit Sharing Plan-5---
JEFFREY H. HERZ, M.D., MONEY PURCHASE PLAN-5---
200024$22,666$22,666$5,667iApproximate average salary by contribution assumption: employee only about $141,663 at 4% or $94,442 at 6%; with 50% employer match about $94,442 at 4% or $62,961 at 6%; with 100% employer match about $70,831 at 4% or $47,221 at 6%.
JEFFREY H. HERZ, M.D., MONEY PURCHASE PLAN-4$22,666$22,666$5,667iApproximate average salary by contribution assumption: employee only about $141,663 at 4% or $94,442 at 6%; with 50% employer match about $94,442 at 4% or $62,961 at 6%; with 100% employer match about $70,831 at 4% or $47,221 at 6%.
Jeffrey H. Herz, M.D. 401(K) Profit Sharing Plan-4---