Civic Intelligence

Richard a. Halpern, Esq.

Plan context: Richard a. Halpern Money Purchase Plan

EIN 11-2876979 • 15 filings • 3 plans

Current Snapshot

Latest Year

2004

2004 Participants

5

2004 Assets

$682,945

2004 Contributions

$9,896

Historical Graphs

Total Assets Over Time

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

$745,478$372,739$0199920002002YearValue
$682,945Latest year 2002

Participants Over Time

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

630199920012002YearValue
5Latest year 2002

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
200410$0$0-
Richard a. Halpern Defined Benefit Pension Plan-0---
200320$0$9,896-
Richard a. Halpern Money Purchase Plan-0-$9,896-
Richard a. Halpern Profit Sharing Plan-0---
200235$682,945$76,533$15,307iApproximate average salary by contribution assumption: employee only about $382,665 at 4% or $255,110 at 6%; with 50% employer match about $255,110 at 4% or $170,073 at 6%; with 100% employer match about $191,333 at 4% or $127,555 at 6%.
Richard a. Halpern Money Purchase Plan-5$302,625$46,379$9,276iApproximate average salary by contribution assumption: employee only about $231,895 at 4% or $154,597 at 6%; with 50% employer match about $154,597 at 4% or $103,064 at 6%; with 100% employer match about $115,947 at 4% or $77,298 at 6%.
Richard a. Halpern Profit Sharing Plan-5$267,047--
Richard a. Halpern Defined Benefit Pension Plan-5$113,273$30,154$6,031iApproximate average salary by contribution assumption: employee only about $150,770 at 4% or $100,513 at 6%; with 50% employer match about $100,513 at 4% or $67,009 at 6%; with 100% employer match about $75,385 at 4% or $50,257 at 6%.
200133$0$0-
Richard a. Halpern Defined Benefit Pension Plan-3---
Richard a. Halpern Profit Sharing Plan-3---
Richard a. Halpern Money Purchase Plan-3---
200036$745,478$112,608$18,768iApproximate average salary by contribution assumption: employee only about $469,200 at 4% or $312,800 at 6%; with 50% employer match about $312,800 at 4% or $208,533 at 6%; with 100% employer match about $234,600 at 4% or $156,400 at 6%.
Richard a. Halpern Profit Sharing Plan-6$344,859$33,501$5,584iApproximate average salary by contribution assumption: employee only about $139,588 at 4% or $93,058 at 6%; with 50% employer match about $93,058 at 4% or $62,039 at 6%; with 100% employer match about $69,794 at 4% or $46,529 at 6%.
Richard a. Halpern Money Purchase Plan-6$324,367$49,220$8,203iApproximate average salary by contribution assumption: employee only about $205,083 at 4% or $136,722 at 6%; with 50% employer match about $136,722 at 4% or $91,148 at 6%; with 100% employer match about $102,542 at 4% or $68,361 at 6%.
Richard a. Halpern Defined Benefit Pension Plan-6$76,252$29,887$4,981iApproximate average salary by contribution assumption: employee only about $124,529 at 4% or $83,019 at 6%; with 50% employer match about $83,019 at 4% or $55,346 at 6%; with 100% employer match about $62,265 at 4% or $41,510 at 6%.
199936$655,770$111,448$18,575iApproximate average salary by contribution assumption: employee only about $464,367 at 4% or $309,578 at 6%; with 50% employer match about $309,578 at 4% or $206,385 at 6%; with 100% employer match about $232,183 at 4% or $154,789 at 6%.
Richard a. Halpern Profit Sharing Plan-6$318,299$40,585$6,764iApproximate average salary by contribution assumption: employee only about $169,104 at 4% or $112,736 at 6%; with 50% employer match about $112,736 at 4% or $75,157 at 6%; with 100% employer match about $84,552 at 4% or $56,368 at 6%.
Richard a. Halpern Money Purchase Plan-6$285,846$46,382$7,730iApproximate average salary by contribution assumption: employee only about $193,258 at 4% or $128,839 at 6%; with 50% employer match about $128,839 at 4% or $85,893 at 6%; with 100% employer match about $96,629 at 4% or $64,419 at 6%.
Richard a. Halpern Defined Benefit Pension Plan-6$51,625$24,481$4,080iApproximate average salary by contribution assumption: employee only about $102,004 at 4% or $68,003 at 6%; with 50% employer match about $68,003 at 4% or $45,335 at 6%; with 100% employer match about $51,002 at 4% or $34,001 at 6%.