Joan & David Helpern Inc.
Plan context: Joan and David Helpern Inc. 401K Profit Sharing Plan & Trust
EIN 04-3087168 • 4 filings • 2 plans
Current Snapshot
Latest Year
2002
2002 Participants
126
2002 Assets
$20,142,410
2002 Contributions
$299
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 | $299 | - |
| Joan and David Helpern Inc. 401K Profit Sharing Plan & Trust | - | 0 | - | $299 | - |
| 2001 | 1 | 126 | $0 | $0 | - |
| Joan and David Helpern Inc. 401K Profit Sharing Plan & Trust | - | 126 | - | - | - |
| 2000 | 1 | 195 | $0 | $0 | - |
| Joan and David Helpern Inc. 401K Profit Sharing Plan & Trust | - | 195 | - | - | - |
| 1999 | 1 | 227 | $20,142,410 | $780,566 | $3,439iApproximate average salary by contribution assumption: employee only about $85,965 at 4% or $57,310 at 6%; with 50% employer match about $57,310 at 4% or $38,207 at 6%; with 100% employer match about $42,983 at 4% or $28,655 at 6%. |
| Joan and David Helpern Inc. 401K Profit Sharing Plan & Trust | - | 227 | $20,142,410 | $780,566 | $3,439iApproximate average salary by contribution assumption: employee only about $85,965 at 4% or $57,310 at 6%; with 50% employer match about $57,310 at 4% or $38,207 at 6%; with 100% employer match about $42,983 at 4% or $28,655 at 6%. |