Civic Intelligence

Joel I. Heller, D.M.D.

Plan context: JOEL I. HELLER, D.M.D. 401(K) PROFIT SHARING PLAN

EIN 11-2519754 • Rockville Centre, NY • 26 filings • 2 plans

66 Lincoln CTRockville Centre, NY 11570-5777
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$3,046,977

2024 Contributions

$1,867,223

Historical Graphs

Total Assets Over Time

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

$3,046,977$1,523,489$0199920132024YearValue
$3,046,977Latest year 2024

Participants Over Time

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

420199920122024YearValue
3Latest 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
202423$3,046,977$1,867,223$622,408iApproximate average salary by contribution assumption: employee only about $15,560,192 at 4% or $10,373,461 at 6%; with 50% employer match about $10,373,461 at 4% or $6,915,641 at 6%; with 100% employer match about $7,780,096 at 4% or $5,186,731 at 6%.
JOEL I. HELLER, D.M.D. 401(K) PROFIT SHARING PLAN-3$1,839,572$1,867,223$622,408iApproximate average salary by contribution assumption: employee only about $15,560,192 at 4% or $10,373,461 at 6%; with 50% employer match about $10,373,461 at 4% or $6,915,641 at 6%; with 100% employer match about $7,780,096 at 4% or $5,186,731 at 6%.
Joel I. Heller, D.M.D. Defined Benefit Plan-3$1,207,405$0-
202313$2,803,784$150,000$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%.
Joel I. Heller, D.M.D. Defined Benefit Plan-3$2,803,784$150,000$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%.
202213$2,450,734$150,000$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%.
Joel I. Heller, D.M.D. Defined Benefit Plan-3$2,450,734$150,000$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%.
202113$2,500,169$160,000$53,333iApproximate average salary by contribution assumption: employee only about $1,333,333 at 4% or $888,889 at 6%; with 50% employer match about $888,889 at 4% or $592,593 at 6%; with 100% employer match about $666,667 at 4% or $444,444 at 6%.
Joel I. Heller, D.M.D. Defined Benefit Plan-3$2,500,169$160,000$53,333iApproximate average salary by contribution assumption: employee only about $1,333,333 at 4% or $888,889 at 6%; with 50% employer match about $888,889 at 4% or $592,593 at 6%; with 100% employer match about $666,667 at 4% or $444,444 at 6%.
202013$2,147,124$160,000$53,333iApproximate average salary by contribution assumption: employee only about $1,333,333 at 4% or $888,889 at 6%; with 50% employer match about $888,889 at 4% or $592,593 at 6%; with 100% employer match about $666,667 at 4% or $444,444 at 6%.
Joel I. Heller, D.M.D. Defined Benefit Plan-3$2,147,124$160,000$53,333iApproximate average salary by contribution assumption: employee only about $1,333,333 at 4% or $888,889 at 6%; with 50% employer match about $888,889 at 4% or $592,593 at 6%; with 100% employer match about $666,667 at 4% or $444,444 at 6%.
201913$2,388,015$175,000$58,333iApproximate average salary by contribution assumption: employee only about $1,458,333 at 4% or $972,222 at 6%; with 50% employer match about $972,222 at 4% or $648,148 at 6%; with 100% employer match about $729,167 at 4% or $486,111 at 6%.
Joel I. Heller, D.M.D. Defined Benefit Plan-3$2,388,015$175,000$58,333iApproximate average salary by contribution assumption: employee only about $1,458,333 at 4% or $972,222 at 6%; with 50% employer match about $972,222 at 4% or $648,148 at 6%; with 100% employer match about $729,167 at 4% or $486,111 at 6%.
201813$1,855,103$14,533$4,844iApproximate average salary by contribution assumption: employee only about $121,108 at 4% or $80,739 at 6%; with 50% employer match about $80,739 at 4% or $53,826 at 6%; with 100% employer match about $60,554 at 4% or $40,369 at 6%.
Joel I. Heller, D.M.D. Defined Benefit Plan-3$1,855,103$14,533$4,844iApproximate average salary by contribution assumption: employee only about $121,108 at 4% or $80,739 at 6%; with 50% employer match about $80,739 at 4% or $53,826 at 6%; with 100% employer match about $60,554 at 4% or $40,369 at 6%.
201713$1,491,503$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Joel I. Heller, D.M.D. Defined Benefit Plan-3$1,491,503$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201613$1,293,299$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
Joel I. Heller, D.M.D. Defined Benefit Plan-3$1,293,299$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
201514$1,184,398$89,260$22,315iApproximate average salary by contribution assumption: employee only about $557,875 at 4% or $371,917 at 6%; with 50% employer match about $371,917 at 4% or $247,944 at 6%; with 100% employer match about $278,938 at 4% or $185,958 at 6%.
Joel I. Heller, D.M.D. Defined Benefit Plan-4$1,184,398$89,260$22,315iApproximate average salary by contribution assumption: employee only about $557,875 at 4% or $371,917 at 6%; with 50% employer match about $371,917 at 4% or $247,944 at 6%; with 100% employer match about $278,938 at 4% or $185,958 at 6%.
201414$1,123,267$70,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Joel I. Heller, D.M.D. Defined Benefit Plan-4$1,123,267$70,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
201313$986,561$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Joel I. Heller, D.M.D. Defined Benefit Plan-3$986,561$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
201213$711,154$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Joel I. Heller, D.M.D. Defined Benefit Plan-3$711,154$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
201113$629,258$86,000$28,667iApproximate average salary by contribution assumption: employee only about $716,667 at 4% or $477,778 at 6%; with 50% employer match about $477,778 at 4% or $318,519 at 6%; with 100% employer match about $358,333 at 4% or $238,889 at 6%.
Joel I. Heller, D.M.D. Defined Benefit Plan-3$629,258$86,000$28,667iApproximate average salary by contribution assumption: employee only about $716,667 at 4% or $477,778 at 6%; with 50% employer match about $477,778 at 4% or $318,519 at 6%; with 100% employer match about $358,333 at 4% or $238,889 at 6%.
201012$557,213$11,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
Joel I. Heller, D.M.D. Defined Benefit Plan-2$557,213$11,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
200913$494,532$6,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
Joel I. Heller, D.M.D. Defined Benefit Plan-3$494,532$6,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
200813$384,242$19,411$6,470iApproximate average salary by contribution assumption: employee only about $161,758 at 4% or $107,839 at 6%; with 50% employer match about $107,839 at 4% or $71,893 at 6%; with 100% employer match about $80,879 at 4% or $53,919 at 6%.
Joel I. Heller, D.M.D. Defined Benefit Plan-3$384,242$19,411$6,470iApproximate average salary by contribution assumption: employee only about $161,758 at 4% or $107,839 at 6%; with 50% employer match about $107,839 at 4% or $71,893 at 6%; with 100% employer match about $80,879 at 4% or $53,919 at 6%.
200712$0$0-
Joel I. Heller, D.M.D. Defined Benefit Plan-2---
200511$449,177$23,167$23,167iApproximate average salary by contribution assumption: employee only about $579,175 at 4% or $386,117 at 6%; with 50% employer match about $386,117 at 4% or $257,411 at 6%; with 100% employer match about $289,588 at 4% or $193,058 at 6%.
Joel I. Heller, D.M.D. Defined Benefit Plan-1$449,177$23,167$23,167iApproximate average salary by contribution assumption: employee only about $579,175 at 4% or $386,117 at 6%; with 50% employer match about $386,117 at 4% or $257,411 at 6%; with 100% employer match about $289,588 at 4% or $193,058 at 6%.
200411$434,878$34,183$34,183iApproximate average salary by contribution assumption: employee only about $854,575 at 4% or $569,717 at 6%; with 50% employer match about $569,717 at 4% or $379,811 at 6%; with 100% employer match about $427,288 at 4% or $284,858 at 6%.
Joel I. Heller, D.M.D. Defined Benefit Plan-1$434,878$34,183$34,183iApproximate average salary by contribution assumption: employee only about $854,575 at 4% or $569,717 at 6%; with 50% employer match about $569,717 at 4% or $379,811 at 6%; with 100% employer match about $427,288 at 4% or $284,858 at 6%.
200312$386,557$36,779$18,390iApproximate average salary by contribution assumption: employee only about $459,738 at 4% or $306,492 at 6%; with 50% employer match about $306,492 at 4% or $204,328 at 6%; with 100% employer match about $229,869 at 4% or $153,246 at 6%.
Joel I. Heller, D.M.D. Defined Benefit Plan-2$386,557$36,779$18,390iApproximate average salary by contribution assumption: employee only about $459,738 at 4% or $306,492 at 6%; with 50% employer match about $306,492 at 4% or $204,328 at 6%; with 100% employer match about $229,869 at 4% or $153,246 at 6%.
200213$333,369$17,429$5,810iApproximate average salary by contribution assumption: employee only about $145,242 at 4% or $96,828 at 6%; with 50% employer match about $96,828 at 4% or $64,552 at 6%; with 100% employer match about $72,621 at 4% or $48,414 at 6%.
Joel I. Heller, D.M.D. Defined Benefit Plan-3$333,369$17,429$5,810iApproximate average salary by contribution assumption: employee only about $145,242 at 4% or $96,828 at 6%; with 50% employer match about $96,828 at 4% or $64,552 at 6%; with 100% employer match about $72,621 at 4% or $48,414 at 6%.
200113$330,164$33,737$11,246iApproximate average salary by contribution assumption: employee only about $281,142 at 4% or $187,428 at 6%; with 50% employer match about $187,428 at 4% or $124,952 at 6%; with 100% employer match about $140,571 at 4% or $93,714 at 6%.
Joel I. Heller, D.M.D. Defined Benefit Plan-3$330,164$33,737$11,246iApproximate average salary by contribution assumption: employee only about $281,142 at 4% or $187,428 at 6%; with 50% employer match about $187,428 at 4% or $124,952 at 6%; with 100% employer match about $140,571 at 4% or $93,714 at 6%.
200012$317,208$32,466$16,233iApproximate average salary by contribution assumption: employee only about $405,825 at 4% or $270,550 at 6%; with 50% employer match about $270,550 at 4% or $180,367 at 6%; with 100% employer match about $202,913 at 4% or $135,275 at 6%.
Joel I. Heller, D.M.D. Defined Benefit Plan-2$317,208$32,466$16,233iApproximate average salary by contribution assumption: employee only about $405,825 at 4% or $270,550 at 6%; with 50% employer match about $270,550 at 4% or $180,367 at 6%; with 100% employer match about $202,913 at 4% or $135,275 at 6%.
199912$295,155$38,978$19,489iApproximate average salary by contribution assumption: employee only about $487,225 at 4% or $324,817 at 6%; with 50% employer match about $324,817 at 4% or $216,544 at 6%; with 100% employer match about $243,613 at 4% or $162,408 at 6%.
Joel I. Heller, D.M.D. Defined Benefit Plan-2$295,155$38,978$19,489iApproximate average salary by contribution assumption: employee only about $487,225 at 4% or $324,817 at 6%; with 50% employer match about $324,817 at 4% or $216,544 at 6%; with 100% employer match about $243,613 at 4% or $162,408 at 6%.