Civic Intelligence

Hellman and Shearn

Plan context: HELLMAN SHEARN & ARIENTI, LLP 401(K) PLAN

EIN 04-3097028 • Great Barrington, MA • 15 filings • 2 plans

342 Main StreetGreat Barrington, MA 01230
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$194,297

2024 Contributions

$38,595

Historical Graphs

Total Assets Over Time

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

$668,927$334,464$0199920062024YearValue
$194,297Latest year 2024

Participants Over Time

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

530199920062024YearValue
2Latest 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
202412$194,297$38,595$19,298iApproximate average salary by contribution assumption: employee only about $482,438 at 4% or $321,625 at 6%; with 50% employer match about $321,625 at 4% or $214,417 at 6%; with 100% employer match about $241,219 at 4% or $160,813 at 6%.
HELLMAN SHEARN & ARIENTI, LLP 401(K) PLAN-2$194,297$38,595$19,298iApproximate average salary by contribution assumption: employee only about $482,438 at 4% or $321,625 at 6%; with 50% employer match about $321,625 at 4% or $214,417 at 6%; with 100% employer match about $241,219 at 4% or $160,813 at 6%.
202312$120,907$61,696$30,848iApproximate average salary by contribution assumption: employee only about $771,200 at 4% or $514,133 at 6%; with 50% employer match about $514,133 at 4% or $342,756 at 6%; with 100% employer match about $385,600 at 4% or $257,067 at 6%.
HELLMAN SHEARN & ARIENTI, LLP 401(K) PLAN-2$120,907$61,696$30,848iApproximate average salary by contribution assumption: employee only about $771,200 at 4% or $514,133 at 6%; with 50% employer match about $514,133 at 4% or $342,756 at 6%; with 100% employer match about $385,600 at 4% or $257,067 at 6%.
202212$42,379$41,000$20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%.
HELLMAN SHEARN & ARIENTI, LLP 401(K) PLAN-2$42,379$41,000$20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%.
201010$0$0-
Hellman and Shearn Profit Sharing Plan-0$0$0-
200914$625,002$0-
Hellman and Shearn Profit Sharing Plan-4$625,002$0-
200814$497,874$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Hellman and Shearn Profit Sharing Plan-4$497,874$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200714$668,927$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Hellman and Shearn Profit Sharing Plan-4$668,927$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200614$598,732$42,000$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
Hellman and Shearn Profit Sharing Plan-4$598,732$42,000$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
200515$495,583$40,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Hellman and Shearn Profit Sharing Plan-5$495,583$40,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
200415$422,513$40,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Hellman and Shearn Profit Sharing Plan-5$422,513$40,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
200314$343,858$46,863$11,716iApproximate average salary by contribution assumption: employee only about $292,894 at 4% or $195,263 at 6%; with 50% employer match about $195,263 at 4% or $130,175 at 6%; with 100% employer match about $146,447 at 4% or $97,631 at 6%.
Hellman and Shearn Profit Sharing Plan-4$343,858$46,863$11,716iApproximate average salary by contribution assumption: employee only about $292,894 at 4% or $195,263 at 6%; with 50% employer match about $195,263 at 4% or $130,175 at 6%; with 100% employer match about $146,447 at 4% or $97,631 at 6%.
200214$239,981$44,445$11,111iApproximate average salary by contribution assumption: employee only about $277,781 at 4% or $185,188 at 6%; with 50% employer match about $185,188 at 4% or $123,458 at 6%; with 100% employer match about $138,891 at 4% or $92,594 at 6%.
Hellman and Shearn Profit Sharing Plan-4$239,981$44,445$11,111iApproximate average salary by contribution assumption: employee only about $277,781 at 4% or $185,188 at 6%; with 50% employer match about $185,188 at 4% or $123,458 at 6%; with 100% employer match about $138,891 at 4% or $92,594 at 6%.
200113$210,462$40,016$13,339iApproximate average salary by contribution assumption: employee only about $333,467 at 4% or $222,311 at 6%; with 50% employer match about $222,311 at 4% or $148,207 at 6%; with 100% employer match about $166,733 at 4% or $111,156 at 6%.
Hellman and Shearn Profit Sharing Plan-3$210,462$40,016$13,339iApproximate average salary by contribution assumption: employee only about $333,467 at 4% or $222,311 at 6%; with 50% employer match about $222,311 at 4% or $148,207 at 6%; with 100% employer match about $166,733 at 4% or $111,156 at 6%.
200014$193,136$39,824$9,956iApproximate average salary by contribution assumption: employee only about $248,900 at 4% or $165,933 at 6%; with 50% employer match about $165,933 at 4% or $110,622 at 6%; with 100% employer match about $124,450 at 4% or $82,967 at 6%.
Hellman and Shearn Profit Sharing Plan-4$193,136$39,824$9,956iApproximate average salary by contribution assumption: employee only about $248,900 at 4% or $165,933 at 6%; with 50% employer match about $165,933 at 4% or $110,622 at 6%; with 100% employer match about $124,450 at 4% or $82,967 at 6%.
199913$198,006$39,573$13,191iApproximate average salary by contribution assumption: employee only about $329,775 at 4% or $219,850 at 6%; with 50% employer match about $219,850 at 4% or $146,567 at 6%; with 100% employer match about $164,888 at 4% or $109,925 at 6%.
Hellman and Shearn Profit Sharing Plan-3$198,006$39,573$13,191iApproximate average salary by contribution assumption: employee only about $329,775 at 4% or $219,850 at 6%; with 50% employer match about $219,850 at 4% or $146,567 at 6%; with 100% employer match about $164,888 at 4% or $109,925 at 6%.