Civic Intelligence

Warren Heller MD

Plan context: Warren Heller MD Profit Sharing Trust

EIN 06-0856943 • 6 filings • 2 plans

Current Snapshot

Latest Year

2005

2005 Participants

1

2005 Assets

$1,910,502

2005 Contributions

$14,226

Historical Graphs

Total Assets Over Time

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

$1,910,502$955,251$0199920022005YearValue
$1,910,502Latest year 2005

Participants Over Time

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

110199920012003YearValue
1Latest year 2003

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
200510$1,910,502$14,226-
Warren Heller MD Profit Sharing Trust-0$1,910,502$14,226-
200311$1,639,484$24,896$24,896iApproximate average salary by contribution assumption: employee only about $622,400 at 4% or $414,933 at 6%; with 50% employer match about $414,933 at 4% or $276,622 at 6%; with 100% employer match about $311,200 at 4% or $207,467 at 6%.
Warren Heller MD Profit Sharing Trust-1$1,639,484$24,896$24,896iApproximate average salary by contribution assumption: employee only about $622,400 at 4% or $414,933 at 6%; with 50% employer match about $414,933 at 4% or $276,622 at 6%; with 100% employer match about $311,200 at 4% or $207,467 at 6%.
200211$1,354,506$21,593$21,593iApproximate average salary by contribution assumption: employee only about $539,825 at 4% or $359,883 at 6%; with 50% employer match about $359,883 at 4% or $239,922 at 6%; with 100% employer match about $269,913 at 4% or $179,942 at 6%.
Warren Heller MD Profit Sharing Trust-1$1,354,506$21,593$21,593iApproximate average salary by contribution assumption: employee only about $539,825 at 4% or $359,883 at 6%; with 50% employer match about $359,883 at 4% or $239,922 at 6%; with 100% employer match about $269,913 at 4% or $179,942 at 6%.
200111$1,533,000$17,072$17,072iApproximate average salary by contribution assumption: employee only about $426,800 at 4% or $284,533 at 6%; with 50% employer match about $284,533 at 4% or $189,689 at 6%; with 100% employer match about $213,400 at 4% or $142,267 at 6%.
Warren Heller MD Profit Sharing Trust-1$1,533,000$17,072$17,072iApproximate average salary by contribution assumption: employee only about $426,800 at 4% or $284,533 at 6%; with 50% employer match about $284,533 at 4% or $189,689 at 6%; with 100% employer match about $213,400 at 4% or $142,267 at 6%.
200011$0$0-
Warren Heller MD Profit Sharing Trust-1---
199911$1,497,558$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Warren Heller MD Profit Sharing Trust-1$1,497,558$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.