Civic Intelligence

Herrera and Obeso

Plan context: Herrera and Obeso Profit Sharing Plan

EIN 95-4840381 • West Covina, CA • 21 filings • 1 plans

1135 S. Sunset AveSuite 211West Covina, CA 91790
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$3,983,014

2024 Contributions

$253,058

Historical Graphs

Total Assets Over Time

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

$3,983,014$1,991,507$0200420142024YearValue
$3,983,014Latest year 2024

Participants Over Time

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

1160200420142024YearValue
11Latest year 2024

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
2024111$3,983,014$253,058$23,005iApproximate average salary by contribution assumption: employee only about $575,132 at 4% or $383,421 at 6%; with 50% employer match about $383,421 at 4% or $255,614 at 6%; with 100% employer match about $287,566 at 4% or $191,711 at 6%.
Herrera and Obeso Profit Sharing Plan-11$3,983,014$253,058$23,005iApproximate average salary by contribution assumption: employee only about $575,132 at 4% or $383,421 at 6%; with 50% employer match about $383,421 at 4% or $255,614 at 6%; with 100% employer match about $287,566 at 4% or $191,711 at 6%.
2023111$3,307,481$233,128$21,193iApproximate average salary by contribution assumption: employee only about $529,836 at 4% or $353,224 at 6%; with 50% employer match about $353,224 at 4% or $235,483 at 6%; with 100% employer match about $264,918 at 4% or $176,612 at 6%.
Herrera and Obeso Profit Sharing Plan-11$3,307,481$233,128$21,193iApproximate average salary by contribution assumption: employee only about $529,836 at 4% or $353,224 at 6%; with 50% employer match about $353,224 at 4% or $235,483 at 6%; with 100% employer match about $264,918 at 4% or $176,612 at 6%.
2022111$2,683,487$211,708$19,246iApproximate average salary by contribution assumption: employee only about $481,155 at 4% or $320,770 at 6%; with 50% employer match about $320,770 at 4% or $213,846 at 6%; with 100% employer match about $240,577 at 4% or $160,385 at 6%.
Herrera and Obeso Profit Sharing Plan-11$2,683,487$211,708$19,246iApproximate average salary by contribution assumption: employee only about $481,155 at 4% or $320,770 at 6%; with 50% employer match about $320,770 at 4% or $213,846 at 6%; with 100% employer match about $240,577 at 4% or $160,385 at 6%.
2021111$2,779,708$209,697$19,063iApproximate average salary by contribution assumption: employee only about $476,584 at 4% or $317,723 at 6%; with 50% employer match about $317,723 at 4% or $211,815 at 6%; with 100% employer match about $238,292 at 4% or $158,861 at 6%.
Herrera and Obeso Profit Sharing Plan-11$2,779,708$209,697$19,063iApproximate average salary by contribution assumption: employee only about $476,584 at 4% or $317,723 at 6%; with 50% employer match about $317,723 at 4% or $211,815 at 6%; with 100% employer match about $238,292 at 4% or $158,861 at 6%.
202019$2,280,449$189,312$21,035iApproximate average salary by contribution assumption: employee only about $525,867 at 4% or $350,578 at 6%; with 50% employer match about $350,578 at 4% or $233,719 at 6%; with 100% employer match about $262,933 at 4% or $175,289 at 6%.
Herrera and Obeso Profit Sharing Plan-9$2,280,449$189,312$21,035iApproximate average salary by contribution assumption: employee only about $525,867 at 4% or $350,578 at 6%; with 50% employer match about $350,578 at 4% or $233,719 at 6%; with 100% employer match about $262,933 at 4% or $175,289 at 6%.
201919$1,961,165$176,124$19,569iApproximate average salary by contribution assumption: employee only about $489,233 at 4% or $326,156 at 6%; with 50% employer match about $326,156 at 4% or $217,437 at 6%; with 100% employer match about $244,617 at 4% or $163,078 at 6%.
Herrera and Obeso Profit Sharing Plan-9$1,961,165$176,124$19,569iApproximate average salary by contribution assumption: employee only about $489,233 at 4% or $326,156 at 6%; with 50% employer match about $326,156 at 4% or $217,437 at 6%; with 100% employer match about $244,617 at 4% or $163,078 at 6%.
201818$1,396,676$148,459$18,557iApproximate average salary by contribution assumption: employee only about $463,934 at 4% or $309,290 at 6%; with 50% employer match about $309,290 at 4% or $206,193 at 6%; with 100% employer match about $231,967 at 4% or $154,645 at 6%.
Herrera and Obeso Profit Sharing Plan-8$1,396,676$148,459$18,557iApproximate average salary by contribution assumption: employee only about $463,934 at 4% or $309,290 at 6%; with 50% employer match about $309,290 at 4% or $206,193 at 6%; with 100% employer match about $231,967 at 4% or $154,645 at 6%.
201718$1,374,248$147,088$18,386iApproximate average salary by contribution assumption: employee only about $459,650 at 4% or $306,433 at 6%; with 50% employer match about $306,433 at 4% or $204,289 at 6%; with 100% employer match about $229,825 at 4% or $153,217 at 6%.
Herrera and Obeso Profit Sharing Plan-8$1,374,248$147,088$18,386iApproximate average salary by contribution assumption: employee only about $459,650 at 4% or $306,433 at 6%; with 50% employer match about $306,433 at 4% or $204,289 at 6%; with 100% employer match about $229,825 at 4% or $153,217 at 6%.
201619$1,053,744$179,989$19,999iApproximate average salary by contribution assumption: employee only about $499,969 at 4% or $333,313 at 6%; with 50% employer match about $333,313 at 4% or $222,209 at 6%; with 100% employer match about $249,985 at 4% or $166,656 at 6%.
Herrera and Obeso Profit Sharing Plan-9$1,053,744$179,989$19,999iApproximate average salary by contribution assumption: employee only about $499,969 at 4% or $333,313 at 6%; with 50% employer match about $333,313 at 4% or $222,209 at 6%; with 100% employer match about $249,985 at 4% or $166,656 at 6%.
201518$772,383$51,772$6,472iApproximate average salary by contribution assumption: employee only about $161,788 at 4% or $107,858 at 6%; with 50% employer match about $107,858 at 4% or $71,906 at 6%; with 100% employer match about $80,894 at 4% or $53,929 at 6%.
Herrera and Obeso Profit Sharing Plan-8$772,383$51,772$6,472iApproximate average salary by contribution assumption: employee only about $161,788 at 4% or $107,858 at 6%; with 50% employer match about $107,858 at 4% or $71,906 at 6%; with 100% employer match about $80,894 at 4% or $53,929 at 6%.
201419$750,038$106,456$11,828iApproximate average salary by contribution assumption: employee only about $295,711 at 4% or $197,141 at 6%; with 50% employer match about $197,141 at 4% or $131,427 at 6%; with 100% employer match about $147,856 at 4% or $98,570 at 6%.
Herrera and Obeso Profit Sharing Plan-9$750,038$106,456$11,828iApproximate average salary by contribution assumption: employee only about $295,711 at 4% or $197,141 at 6%; with 50% employer match about $197,141 at 4% or $131,427 at 6%; with 100% employer match about $147,856 at 4% or $98,570 at 6%.
201316$600,706$80,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
Herrera and Obeso Profit Sharing Plan-6$600,706$80,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
201216$441,339$80,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
Herrera and Obeso Profit Sharing Plan-6$441,339$80,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
201116$324,216$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Herrera and Obeso Profit Sharing Plan-6$324,216$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201015$307,310$70,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
Herrera and Obeso Profit Sharing Plan-5$307,310$70,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
200916$228,593$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Herrera and Obeso Profit Sharing Plan-6$228,593$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
200816$138,207$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Herrera and Obeso Profit Sharing Plan-6$138,207$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
200716$139,701$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Herrera and Obeso Profit Sharing Plan-6$139,701$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
200615$88,265$0-
Herrera and Obeso Profit Sharing Plan-5$88,265--
200516$78,121$27,000$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
Herrera and Obeso Profit Sharing Plan-6$78,121$27,000$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
200416$47,430$15,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Herrera and Obeso Profit Sharing Plan-6$47,430$15,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Herrera and Obeso | EIN 95-4840381 | 2024 Form 5500 Company Profile