Civic Intelligence

Richard a Heller DVM

Plan context: Dr. Richard a. Heller Defined Benefit Plan

EIN 04-2613531 • Milford, MA • 20 filings • 3 plans

329 West StreetMilford, MA 01757
Current Snapshot

Latest Year

2016

2016 Participants

5

2016 Assets

$3,964,813

2016 Contributions

$200,000

Historical Graphs

Total Assets Over Time

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

$3,995,849$1,997,925$0199920082015YearValue
$3,964,813Latest year 2015

Participants Over Time

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

530199920062015YearValue
5Latest year 2015

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
201610$0$0-
Dr. Richard a. Heller Defined Benefit Plan-0$0$0-
201515$3,964,813$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Dr. Richard a. Heller Defined Benefit Plan-5$3,964,813$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
201414$3,995,849$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Dr. Richard a. Heller Defined Benefit Plan-4$3,995,849$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201315$3,772,418$120,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Dr. Richard a. Heller Defined Benefit Plan-5$3,772,418$120,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
201214$3,236,141$120,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Dr. Richard a. Heller Defined Benefit Plan-4$3,236,141$120,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
201115$1,644,919$120,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Dr. Richard a. Heller Defined Benefit Plan-5$1,644,919$120,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
201010$1,555,613$120,000-
Dr. Richard a. Heller Defined Benefit Plan-0$1,555,613$120,000-
200920$1,269,938$120,000-
Dr. Richard a. Heller Defined Benefit Plan-0$1,269,938$120,000-
Dr. Richard a. Heller Defined Benefit Plan-----
200815$1,838,063$120,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
Dr. Richard a. Heller Defined Benefit Plan-5$1,838,063$120,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
200715$0$0-
Dr. Richard a. Heller Defined Benefit Plan-5---
200614$2,145,800$111,359$27,840iApproximate average salary by contribution assumption: employee only about $695,994 at 4% or $463,996 at 6%; with 50% employer match about $463,996 at 4% or $309,331 at 6%; with 100% employer match about $347,997 at 4% or $231,998 at 6%.
Dr. Richard a. Heller Defined Benefit Plan-4$2,145,800$111,359$27,840iApproximate average salary by contribution assumption: employee only about $695,994 at 4% or $463,996 at 6%; with 50% employer match about $463,996 at 4% or $309,331 at 6%; with 100% employer match about $347,997 at 4% or $231,998 at 6%.
200514$1,799,709$120,726$30,182iApproximate average salary by contribution assumption: employee only about $754,538 at 4% or $503,025 at 6%; with 50% employer match about $503,025 at 4% or $335,350 at 6%; with 100% employer match about $377,269 at 4% or $251,513 at 6%.
Dr. Richard a. Heller Defined Benefit Plan-4$1,799,709$120,726$30,182iApproximate average salary by contribution assumption: employee only about $754,538 at 4% or $503,025 at 6%; with 50% employer match about $503,025 at 4% or $335,350 at 6%; with 100% employer match about $377,269 at 4% or $251,513 at 6%.
200415$1,578,953$133,750$26,750iApproximate average salary by contribution assumption: employee only about $668,750 at 4% or $445,833 at 6%; with 50% employer match about $445,833 at 4% or $297,222 at 6%; with 100% employer match about $334,375 at 4% or $222,917 at 6%.
Dr. Richard a. Heller Defined Benefit Plan-5$1,578,953$133,750$26,750iApproximate average salary by contribution assumption: employee only about $668,750 at 4% or $445,833 at 6%; with 50% employer match about $445,833 at 4% or $297,222 at 6%; with 100% employer match about $334,375 at 4% or $222,917 at 6%.
200315$1,305,481$126,000$25,200iApproximate average salary by contribution assumption: employee only about $630,000 at 4% or $420,000 at 6%; with 50% employer match about $420,000 at 4% or $280,000 at 6%; with 100% employer match about $315,000 at 4% or $210,000 at 6%.
Dr. Richard a. Heller Defined Benefit Plan-5$1,305,481$126,000$25,200iApproximate average salary by contribution assumption: employee only about $630,000 at 4% or $420,000 at 6%; with 50% employer match about $420,000 at 4% or $280,000 at 6%; with 100% employer match about $315,000 at 4% or $210,000 at 6%.
200214$948,560$118,200$29,550iApproximate average salary by contribution assumption: employee only about $738,750 at 4% or $492,500 at 6%; with 50% employer match about $492,500 at 4% or $328,333 at 6%; with 100% employer match about $369,375 at 4% or $246,250 at 6%.
Dr. Richard a. Heller Defined Benefit Plan-4$948,560$118,200$29,550iApproximate average salary by contribution assumption: employee only about $738,750 at 4% or $492,500 at 6%; with 50% employer match about $492,500 at 4% or $328,333 at 6%; with 100% employer match about $369,375 at 4% or $246,250 at 6%.
200114$959,769$102,121$25,530iApproximate average salary by contribution assumption: employee only about $638,256 at 4% or $425,504 at 6%; with 50% employer match about $425,504 at 4% or $283,669 at 6%; with 100% employer match about $319,128 at 4% or $212,752 at 6%.
Dr. Richard a. Heller Defined Benefit Plan-4$959,769$102,121$25,530iApproximate average salary by contribution assumption: employee only about $638,256 at 4% or $425,504 at 6%; with 50% employer match about $425,504 at 4% or $283,669 at 6%; with 100% employer match about $319,128 at 4% or $212,752 at 6%.
200024$911,998$761,248$190,312iApproximate average salary by contribution assumption: employee only about $4,757,800 at 4% or $3,171,867 at 6%; with 50% employer match about $3,171,867 at 4% or $2,114,578 at 6%; with 100% employer match about $2,378,900 at 4% or $1,585,933 at 6%.
Dr. Richard a. Heller Defined Benefit Plan-4$911,998$761,248$190,312iApproximate average salary by contribution assumption: employee only about $4,757,800 at 4% or $3,171,867 at 6%; with 50% employer match about $3,171,867 at 4% or $2,114,578 at 6%; with 100% employer match about $2,378,900 at 4% or $1,585,933 at 6%.
Richard Heller S/E P/S Plan-0---
199911$1,763$0-
Richard Heller S/E P/S Plan-1$1,763--