Civic Intelligence

Harriet Hellman

Plan context: Harriet L Hellman 401 K Profit Sharing Plan Trust

EIN 11-3251167 • Southampton, NY • 22 filings • 5 plans

365 County Road 39A Unit 14Southampton, NY 11968-5243
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$808,112

2025 Contributions

$23,500

Historical Graphs

Total Assets Over Time

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

$808,112$404,056$0200520162025YearValue
$808,112Latest year 2025

Participants Over Time

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

1260200520162025YearValue
2Latest year 2025

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
202512$808,112$23,500$11,750iApproximate average salary by contribution assumption: employee only about $293,750 at 4% or $195,833 at 6%; with 50% employer match about $195,833 at 4% or $130,556 at 6%; with 100% employer match about $146,875 at 4% or $97,917 at 6%.
Harriet L Hellman 401 K Profit Sharing Plan Trust-2$808,112$23,500$11,750iApproximate average salary by contribution assumption: employee only about $293,750 at 4% or $195,833 at 6%; with 50% employer match about $195,833 at 4% or $130,556 at 6%; with 100% employer match about $146,875 at 4% or $97,917 at 6%.
202413$763,652$60$20iApproximate average salary by contribution assumption: employee only about $500 at 4% or $333 at 6%; with 50% employer match about $333 at 4% or $222 at 6%; with 100% employer match about $250 at 4% or $167 at 6%.
Harriet L Hellman 401 K Profit Sharing Plan Trust-3$763,652$60$20iApproximate average salary by contribution assumption: employee only about $500 at 4% or $333 at 6%; with 50% employer match about $333 at 4% or $222 at 6%; with 100% employer match about $250 at 4% or $167 at 6%.
202313$661,704$1,420$473iApproximate average salary by contribution assumption: employee only about $11,833 at 4% or $7,889 at 6%; with 50% employer match about $7,889 at 4% or $5,259 at 6%; with 100% employer match about $5,917 at 4% or $3,944 at 6%.
Harriet L Hellman 401 K Profit Sharing Plan Trust-3$661,704$1,420$473iApproximate average salary by contribution assumption: employee only about $11,833 at 4% or $7,889 at 6%; with 50% employer match about $7,889 at 4% or $5,259 at 6%; with 100% employer match about $5,917 at 4% or $3,944 at 6%.
202213$570,670$4,954$1,651iApproximate average salary by contribution assumption: employee only about $41,283 at 4% or $27,522 at 6%; with 50% employer match about $27,522 at 4% or $18,348 at 6%; with 100% employer match about $20,642 at 4% or $13,761 at 6%.
Harriet L Hellman 401 K Profit Sharing Plan Trust-3$570,670$4,954$1,651iApproximate average salary by contribution assumption: employee only about $41,283 at 4% or $27,522 at 6%; with 50% employer match about $27,522 at 4% or $18,348 at 6%; with 100% employer match about $20,642 at 4% or $13,761 at 6%.
202112$722,061$38,410$19,205iApproximate average salary by contribution assumption: employee only about $480,125 at 4% or $320,083 at 6%; with 50% employer match about $320,083 at 4% or $213,389 at 6%; with 100% employer match about $240,063 at 4% or $160,042 at 6%.
Harriet L Hellman 401 K Profit Sharing Plan Trust-2$722,061$38,410$19,205iApproximate average salary by contribution assumption: employee only about $480,125 at 4% or $320,083 at 6%; with 50% employer match about $320,083 at 4% or $213,389 at 6%; with 100% employer match about $240,063 at 4% or $160,042 at 6%.
202013$565,684$34,062$11,354iApproximate average salary by contribution assumption: employee only about $283,850 at 4% or $189,233 at 6%; with 50% employer match about $189,233 at 4% or $126,156 at 6%; with 100% employer match about $141,925 at 4% or $94,617 at 6%.
Harriet L Hellman 401 K Profit Sharing Plan Trust-3$565,684$34,062$11,354iApproximate average salary by contribution assumption: employee only about $283,850 at 4% or $189,233 at 6%; with 50% employer match about $189,233 at 4% or $126,156 at 6%; with 100% employer match about $141,925 at 4% or $94,617 at 6%.
201913$466,958$27,521$9,174iApproximate average salary by contribution assumption: employee only about $229,342 at 4% or $152,894 at 6%; with 50% employer match about $152,894 at 4% or $101,930 at 6%; with 100% employer match about $114,671 at 4% or $76,447 at 6%.
Harriet L Hellman 401 K Profit Sharing Plan Trust-3$466,958$27,521$9,174iApproximate average salary by contribution assumption: employee only about $229,342 at 4% or $152,894 at 6%; with 50% employer match about $152,894 at 4% or $101,930 at 6%; with 100% employer match about $114,671 at 4% or $76,447 at 6%.
201814$377,301$10,694$2,674iApproximate average salary by contribution assumption: employee only about $66,838 at 4% or $44,558 at 6%; with 50% employer match about $44,558 at 4% or $29,706 at 6%; with 100% employer match about $33,419 at 4% or $22,279 at 6%.
Harriet L Hellman 401 K Profit Sharing Plan Trust-4$377,301$10,694$2,674iApproximate average salary by contribution assumption: employee only about $66,838 at 4% or $44,558 at 6%; with 50% employer match about $44,558 at 4% or $29,706 at 6%; with 100% employer match about $33,419 at 4% or $22,279 at 6%.
201715$398,573$11,806$2,361iApproximate average salary by contribution assumption: employee only about $59,030 at 4% or $39,353 at 6%; with 50% employer match about $39,353 at 4% or $26,236 at 6%; with 100% employer match about $29,515 at 4% or $19,677 at 6%.
Harriet L Hellman 401 K Profit Sharing Plan Trust-5$398,573$11,806$2,361iApproximate average salary by contribution assumption: employee only about $59,030 at 4% or $39,353 at 6%; with 50% employer match about $39,353 at 4% or $26,236 at 6%; with 100% employer match about $29,515 at 4% or $19,677 at 6%.
201615$328,697$13,110$2,622iApproximate average salary by contribution assumption: employee only about $65,550 at 4% or $43,700 at 6%; with 50% employer match about $43,700 at 4% or $29,133 at 6%; with 100% employer match about $32,775 at 4% or $21,850 at 6%.
Harriet L Hellman 401 K Profit Sharing Plan Trust-5$328,697$13,110$2,622iApproximate average salary by contribution assumption: employee only about $65,550 at 4% or $43,700 at 6%; with 50% employer match about $43,700 at 4% or $29,133 at 6%; with 100% employer match about $32,775 at 4% or $21,850 at 6%.
201515$287,943$44,149$8,830iApproximate average salary by contribution assumption: employee only about $220,745 at 4% or $147,163 at 6%; with 50% employer match about $147,163 at 4% or $98,109 at 6%; with 100% employer match about $110,372 at 4% or $73,582 at 6%.
Harriet L Hellman 401 K Profit Sharing Plan Trust-5$287,943$44,149$8,830iApproximate average salary by contribution assumption: employee only about $220,745 at 4% or $147,163 at 6%; with 50% employer match about $147,163 at 4% or $98,109 at 6%; with 100% employer match about $110,372 at 4% or $73,582 at 6%.
201416$335,822$34,834$5,806iApproximate average salary by contribution assumption: employee only about $145,142 at 4% or $96,761 at 6%; with 50% employer match about $96,761 at 4% or $64,507 at 6%; with 100% employer match about $72,571 at 4% or $48,381 at 6%.
Harriet L Hellman 401 K Profit Sharing Plan Trust-6$335,822$34,834$5,806iApproximate average salary by contribution assumption: employee only about $145,142 at 4% or $96,761 at 6%; with 50% employer match about $96,761 at 4% or $64,507 at 6%; with 100% employer match about $72,571 at 4% or $48,381 at 6%.
201314$270,820$32,001$8,000iApproximate average salary by contribution assumption: employee only about $200,006 at 4% or $133,338 at 6%; with 50% employer match about $133,338 at 4% or $88,892 at 6%; with 100% employer match about $100,003 at 4% or $66,669 at 6%.
Harriet L Hellman 401 K Profit Sharing Plan Trust-4$270,820$32,001$8,000iApproximate average salary by contribution assumption: employee only about $200,006 at 4% or $133,338 at 6%; with 50% employer match about $133,338 at 4% or $88,892 at 6%; with 100% employer match about $100,003 at 4% or $66,669 at 6%.
201215$205,020$33,289$6,658iApproximate average salary by contribution assumption: employee only about $166,445 at 4% or $110,963 at 6%; with 50% employer match about $110,963 at 4% or $73,976 at 6%; with 100% employer match about $83,223 at 4% or $55,482 at 6%.
Harriet L Hellman 401 K Profit Sharing Plan Trust-5$205,020$33,289$6,658iApproximate average salary by contribution assumption: employee only about $166,445 at 4% or $110,963 at 6%; with 50% employer match about $110,963 at 4% or $73,976 at 6%; with 100% employer match about $83,223 at 4% or $55,482 at 6%.
201116$159,064$17,201$2,867iApproximate average salary by contribution assumption: employee only about $71,671 at 4% or $47,781 at 6%; with 50% employer match about $47,781 at 4% or $31,854 at 6%; with 100% employer match about $35,835 at 4% or $23,890 at 6%.
Harriet L Hellman 401 K Profit Sharing Plan Trust-6$159,064$17,201$2,867iApproximate average salary by contribution assumption: employee only about $71,671 at 4% or $47,781 at 6%; with 50% employer match about $47,781 at 4% or $31,854 at 6%; with 100% employer match about $35,835 at 4% or $23,890 at 6%.
201016$144,512$17,239$2,873iApproximate average salary by contribution assumption: employee only about $71,829 at 4% or $47,886 at 6%; with 50% employer match about $47,886 at 4% or $31,924 at 6%; with 100% employer match about $35,915 at 4% or $23,943 at 6%.
Harriet L Hellman 401 K Profit Sharing Plan Trust-6$144,512$17,239$2,873iApproximate average salary by contribution assumption: employee only about $71,829 at 4% or $47,886 at 6%; with 50% employer match about $47,886 at 4% or $31,924 at 6%; with 100% employer match about $35,915 at 4% or $23,943 at 6%.
200936$108,430$16,487$2,748iApproximate average salary by contribution assumption: employee only about $68,696 at 4% or $45,797 at 6%; with 50% employer match about $45,797 at 4% or $30,531 at 6%; with 100% employer match about $34,348 at 4% or $22,899 at 6%.
Harriet L Hellman 401 K Profit Sharing Plan Trust-6$108,430$16,487$2,748iApproximate average salary by contribution assumption: employee only about $68,696 at 4% or $45,797 at 6%; with 50% employer match about $45,797 at 4% or $30,531 at 6%; with 100% employer match about $34,348 at 4% or $22,899 at 6%.
Harriet L Hellman 401 K Profit Sharing Plan Trust-----
Harriet L Hellman 401 K Profit Sharing Plan Trust-----
2008111$71,826$30,513$2,774iApproximate average salary by contribution assumption: employee only about $69,348 at 4% or $46,232 at 6%; with 50% employer match about $46,232 at 4% or $30,821 at 6%; with 100% employer match about $34,674 at 4% or $23,116 at 6%.
Harriet L Hellman 401 K Profit Sharing Plan Trust-11$71,826$30,513$2,774iApproximate average salary by contribution assumption: employee only about $69,348 at 4% or $46,232 at 6%; with 50% employer match about $46,232 at 4% or $30,821 at 6%; with 100% employer match about $34,674 at 4% or $23,116 at 6%.
2006112$39,890$33,756$2,813iApproximate average salary by contribution assumption: employee only about $70,325 at 4% or $46,883 at 6%; with 50% employer match about $46,883 at 4% or $31,256 at 6%; with 100% employer match about $35,163 at 4% or $23,442 at 6%.
HARRIET L HELLMAN 401K PROFIT SHARING PLAN & TRUST-12$39,890$33,756$2,813iApproximate average salary by contribution assumption: employee only about $70,325 at 4% or $46,883 at 6%; with 50% employer match about $46,883 at 4% or $31,256 at 6%; with 100% employer match about $35,163 at 4% or $23,442 at 6%.
2005112$4,851$4,783$399iApproximate average salary by contribution assumption: employee only about $9,965 at 4% or $6,643 at 6%; with 50% employer match about $6,643 at 4% or $4,429 at 6%; with 100% employer match about $4,982 at 4% or $3,322 at 6%.
Harriet L Hellman 401 K Profit Sharing Plan Trust-12$4,851$4,783$399iApproximate average salary by contribution assumption: employee only about $9,965 at 4% or $6,643 at 6%; with 50% employer match about $6,643 at 4% or $4,429 at 6%; with 100% employer match about $4,982 at 4% or $3,322 at 6%.