Roche, Heifetz, Murphy & Wholley
Plan context: Roche, Heifetz, Murphy & Wholley 401K Profit Sharing Plan
EIN 04-2781535 • 4 filings • 1 plans
Current Snapshot
Latest Year
2002
2002 Participants
10
2002 Assets
$538,512
2002 Contributions
$4,518
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2002 | 1 | 0 | $0 | $0 | - |
| Roche, Heifetz, Murphy & Wholley 401K Profit Sharing Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $538,512 | $4,518 | - |
| Roche, Heifetz, Murphy & Wholley 401K Profit Sharing Plan | - | 0 | $538,512 | $4,518 | - |
| 2000 | 1 | 10 | $924,082 | $37,679 | $3,768iApproximate average salary by contribution assumption: employee only about $94,198 at 4% or $62,798 at 6%; with 50% employer match about $62,798 at 4% or $41,866 at 6%; with 100% employer match about $47,099 at 4% or $31,399 at 6%. |
| Roche, Heifetz, Murphy & Wholley 401K Profit Sharing Plan | - | 10 | $924,082 | $37,679 | $3,768iApproximate average salary by contribution assumption: employee only about $94,198 at 4% or $62,798 at 6%; with 50% employer match about $62,798 at 4% or $41,866 at 6%; with 100% employer match about $47,099 at 4% or $31,399 at 6%. |
| 1999 | 1 | 9 | $1,043,092 | $48,471 | $5,386iApproximate average salary by contribution assumption: employee only about $134,642 at 4% or $89,761 at 6%; with 50% employer match about $89,761 at 4% or $59,841 at 6%; with 100% employer match about $67,321 at 4% or $44,881 at 6%. |
| Roche, Heifetz, Murphy & Wholley 401K Profit Sharing Plan | - | 9 | $1,043,092 | $48,471 | $5,386iApproximate average salary by contribution assumption: employee only about $134,642 at 4% or $89,761 at 6%; with 50% employer match about $89,761 at 4% or $59,841 at 6%; with 100% employer match about $67,321 at 4% or $44,881 at 6%. |