Civic Intelligence
Filing

Salans Hertzfeld Heilbronn Christy & Vienerny Office Profit Sharing Plan for Partners

SALANS • EIN 13-2859708 • Plan year 2000

Company ProfileSource Archive
Filing Insights

Participants

Up

115 → 130

15 • 13.04%

Assets

Up

$743,712 → $9,302,511

$8,558,799 • 1,150.82%

Investment Management Fee

0.00%

$0

Admin expenses $1,450 • Total expenses $278,861

Filing Details

Context
Net investment result
$1,026,331
Pension payor EIN
52-2130790

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

No

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

No

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Yes

5% transactions reported

No

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties
ProviderServicesLocationDirect CompensationRelated
WILLIAM GREENE & COMPANY LLPEIN 13-4144008Accountant--William Greene & Co. LLP

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200420$0$0-
Salans Hertzfeld Heilbronn Christy & Viener Ny Office Retirement Savings Plan-0---
Salans Hertzfeld Heilbronn Christy & Vienerny Office Profit Sharing Plan for Partners-0---
20032101$14,778,113$2,006,394$19,865iApproximate average salary by contribution assumption: employee only about $496,632 at 4% or $331,088 at 6%; with 50% employer match about $331,088 at 4% or $220,725 at 6%; with 100% employer match about $248,316 at 4% or $165,544 at 6%.
Salans Hertzfeld Heilbronn Christy & Vienerny Office Profit Sharing Plan for Partners-101$12,730,876$1,649,439$16,331iApproximate average salary by contribution assumption: employee only about $408,277 at 4% or $272,185 at 6%; with 50% employer match about $272,185 at 4% or $181,456 at 6%; with 100% employer match about $204,138 at 4% or $136,092 at 6%.
Salans Hertzfeld Heilbronn Christy & Viener Ny Office Retirement Savings Plan-40$2,047,237$356,955$8,924iApproximate average salary by contribution assumption: employee only about $223,097 at 4% or $148,731 at 6%; with 50% employer match about $148,731 at 4% or $99,154 at 6%; with 100% employer match about $111,548 at 4% or $74,366 at 6%.
2002299$11,421,104$2,181,497$22,035iApproximate average salary by contribution assumption: employee only about $550,883 at 4% or $367,255 at 6%; with 50% employer match about $367,255 at 4% or $244,837 at 6%; with 100% employer match about $275,442 at 4% or $183,628 at 6%.
Salans Hertzfeld Heilbronn Christy & Vienerny Office Profit Sharing Plan for Partners-99$9,987,826$1,873,820$18,927iApproximate average salary by contribution assumption: employee only about $473,187 at 4% or $315,458 at 6%; with 50% employer match about $315,458 at 4% or $210,305 at 6%; with 100% employer match about $236,593 at 4% or $157,729 at 6%.
Salans Hertzfeld Heilbronn Christy & Viener Ny Office Retirement Savings Plan-43$1,433,278$307,677$7,155iApproximate average salary by contribution assumption: employee only about $178,882 at 4% or $119,255 at 6%; with 50% employer match about $119,255 at 4% or $79,503 at 6%; with 100% employer match about $89,441 at 4% or $59,627 at 6%.
20012120$9,810,659$1,794,425$14,954iApproximate average salary by contribution assumption: employee only about $373,839 at 4% or $249,226 at 6%; with 50% employer match about $249,226 at 4% or $166,150 at 6%; with 100% employer match about $186,919 at 4% or $124,613 at 6%.
Salans Hertzfeld Heilbronn Christy & Vienerny Office Profit Sharing Plan for Partners-120$9,810,659$1,794,425$14,954iApproximate average salary by contribution assumption: employee only about $373,839 at 4% or $249,226 at 6%; with 50% employer match about $249,226 at 4% or $166,150 at 6%; with 100% employer match about $186,919 at 4% or $124,613 at 6%.
Salans Hertzfeld Heilbronn Christy & Viener Ny Office Retirement Savings Plan-45---
20002130$9,302,511$1,541,864$11,860iApproximate average salary by contribution assumption: employee only about $296,512 at 4% or $197,675 at 6%; with 50% employer match about $197,675 at 4% or $131,783 at 6%; with 100% employer match about $148,256 at 4% or $98,837 at 6%.
Salans Hertzfeld Heilbronn Christy & Vienerny Office Profit Sharing Plan for PartnersCurrent130$9,302,511$1,541,864$11,860iApproximate average salary by contribution assumption: employee only about $296,512 at 4% or $197,675 at 6%; with 50% employer match about $197,675 at 4% or $131,783 at 6%; with 100% employer match about $148,256 at 4% or $98,837 at 6%.
Salans Hertzfeld Heilbronn Christy & Viener Ny Office Retirement Savings Plan-52---
19992164$10,403,061$1,679,038$10,238iApproximate average salary by contribution assumption: employee only about $255,951 at 4% or $170,634 at 6%; with 50% employer match about $170,634 at 4% or $113,756 at 6%; with 100% employer match about $127,975 at 4% or $85,317 at 6%.
Salans Hertzfeld Heilbronn Christy & Viener Ny Office Retirement Savings Plan-164$9,659,349$935,326$5,703iApproximate average salary by contribution assumption: employee only about $142,580 at 4% or $95,053 at 6%; with 50% employer match about $95,053 at 4% or $63,369 at 6%; with 100% employer match about $71,290 at 4% or $47,527 at 6%.
Salans Hertzfeld Heilbronn Christy & Vienerny Office Profit Sharing Plan for Partners-110$743,712$743,712$6,761iApproximate average salary by contribution assumption: employee only about $169,025 at 4% or $112,684 at 6%; with 50% employer match about $112,684 at 4% or $75,122 at 6%; with 100% employer match about $84,513 at 4% or $56,342 at 6%.
Schedule Details

Schedule H

Schedule H Financial Statement

Large plan result

Assets, contributions, fees, audit, and compliance fields reported for this large-plan filing.

End-of-year assets$9,302,511$8,558,799 change

Balance Sheet

Beginning and end of plan year.

Total assets$743,712$9,302,511Increase +$8,558,799 (1,150.82%)
Total liabilities$0$0No change $0
Net assets$743,712$9,302,511Increase +$8,558,799 (1,150.82%)

Contributions

Employer contributions$879,526
Participant contributions$660,970
Other contributions$1,368
Total contributions$1,541,864

Income & Investment Result

Total income$1,305,192
Interest$16,486
Dividends$0
Net income$1,026,331

Expenses & Fees

Benefits paid$253,918
Investment management$0
Administrative expenses$1,450
Total expenses$278,861

Accountant

FirmWILLIAM GREENE & COMPANY LLP
Firm EIN13-4144008

Compliance

Fidelity bondYes
Fidelity bond amount$500,000
Participant loans$122,722
Late contributionsNo
Schedule H source fields
Financial summary
Total assets at beginning of year: $743,712Total assets at end of year: $9,302,511Total liabilities at end of year: $0Net income or loss: $1,026,331
Filing Id
84037233289022
Schedule H EIN
13-2859708
Schedule H Plan number
002
Schedule H Plan Year Begin Date
2000-01-01
Schedule H Tax Period
20001231
Non Interest Bear Cash Beginning of year Amount
$0
Employer Contribution Beginning of year Amount
$743,712
Participants Contribution Beginning of year Amount
$0
Other Receivables Beginning of year Amount
$0
Interest Bear Cash Beginning of year Amount
$0
Govt Sec Beginning of year Amount
$0
Corp Debt Preferred Beginning of year Amount
$0
Corp Debt Other Beginning of year Amount
$0
Pref Stock Beginning of year Amount
$0
Common Stock Beginning of year Amount
$0
Joint Venture Beginning of year Amount
$0
Real Estate Beginning of year Amount
$0
Other Loans Beginning of year Amount
$0
Participant loans at beginning of year
$0
Interest Common Tr Beginning of year Amount
$0
Interest Pool Sep Account Beginning of year Amount
$0
Interest Master Tr Beginning of year Amount
$0
Interest 103 12 Investment Beginning of year Amount
$0
Interest in registered investment companies at beginning of year
$0
Ins Co Gen Account Beginning of year Amount
$0
Oth Investment Beginning of year Amount
$0
Employer Sec Beginning of year Amount
$0
Employer Prop Beginning of year Amount
$0
Bldgs Used Beginning of year Amount
$0
Total assets at beginning of year
$743,712
Bnfts Payable Beginning of year Amount
$0
Oprtng Payable Beginning of year Amount
$0
Acquis Indbt Beginning of year Amount
$0
Other Liability Beginning of year Amount
$0
Total liabilities at beginning of year
$0
Net assets at beginning of year
$743,712
Non Interest Bear Cash End of year Amount
$0
Employer Contribution End of year Amount
$787,109
Participants Contribution End of year Amount
$6,475
Other Receivables End of year Amount
$0
Interest Bear Cash End of year Amount
$108,080
Govt Sec End of year Amount
$0
Corp Debt Preferred End of year Amount
$0
Corp Debt Other End of year Amount
$0
Pref Stock End of year Amount
$0
Common Stock End of year Amount
$0
Joint Venture End of year Amount
$0
Real Estate End of year Amount
$0
Other Loans End of year Amount
$0
Participant loans at end of year
$122,722
Interest Common Tr End of year Amount
$0
Interest Pool Sep Account End of year Amount
$0
Interest Master Tr End of year Amount
$0
Interest 103 12 Investment End of year Amount
$0
Interest in registered investment companies at end of year
$8,278,125
Ins Co Gen Account End of year Amount
$0
Oth Investment End of year Amount
$0
Employer Sec End of year Amount
$0
Employer Prop End of year Amount
$0
Bldgs Used End of year Amount
$0
Total assets at end of year
$9,302,511
Bnfts Payable End of year Amount
$0
Oprtng Payable End of year Amount
$0
Acquis Indbt End of year Amount
$0
Other Liability End of year Amount
$0
Total liabilities at end of year
$0
Net assets at end of year
$9,302,511
Employer contributions
$879,526
Participant contributions
$660,970
Oth Contribution Rcvd Amount
$1,368
Non Cash Contribution Bs Amount
$0
Total contributions
$1,541,864
Interest Bear Cash Amount
$3,841
Interest On Govt Sec Amount
$0
Interest On Corp Debt Amount
$0
Interest On Oth Loans Amount
$0
Interest on participant loans
$12,645
Interest On Oth Investment Amount
$0
Total interest income
$16,486
Divnd Pref Stock Amount
$0
Divnd Common Stock Amount
$0
Total dividend income
$0
Total Rents Amount
$0
Aggregate Proceeds Amount
$0
Aggregate Costs Amount
$0
Net gain or loss on sale of assets
$0
Unrealized Apprctn Re Amount
$0
Unrealized Apprctn Oth Amount
$0
Net unrealized appreciation or depreciation
$0
Gain Loss Com Trust Amount
$0
Gain Loss Pool Sep Amount
$0
Gain Loss Master Tr Amount
$0
Gain Loss 103 12 Investment Amount
$0
Gain or loss on registered investments
$-253,158
Other Income Amount
$0
Total income
$1,305,192
Participant distributions
$253,918
Ins Carrier Bnfts Amount
$0
Oth Bnft Payment Amount
$0
Total benefit distributions
$253,918
Total Corrective Distribution Amount
$0
Total Dm Distribution Ptcp Lns A
23493
Total Interest Expense Amount
$0
Professional Fees Amount
$0
Contract Admin Fees Amount
$0
Investment management fees
$0
Other Admin Fees Amount
$1,450
Total administrative expenses
$1,450
Total expenses
$278,861
Net income or loss
$1,026,331
Total Transfers To Amount
$7,532,468
Transfers from other plans
$0
Accountant Opinion Type Indicator
Yes
Accountant firm name
WILLIAM GREENE & COMPANY LLP
Accountant firm EIN
13-4144008
Failed to transmit participant contributions on time
No
Fail Transmit Contribution Amount
$0
Participant loans in default
No
Loans In Default Amount
$0
Leases in default
No
Leases In Default Amount
$0
Nonexempt transactions with parties in interest
No
Party In Interest Not Reported Amount
$0
Fidelity bond in place
Yes
Fidelity bond amount
$500,000
Loss discovered during year
No
Loss Discovered Dur Year Amount
$0
Assets with undetermined value
No
Asset Undeterm Valuation Amount
$0
Non-cash contributions reported
No
Non Cash Contribution Amount
$0
Assets held for investment
Yes
Reportable 5% transactions
No
All plan assets distributed
No
Resolution to terminate plan adopted
No
Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN52-2130790

Transfers

Distributed property value$0
Schedule R source fields
Payor 52-2130790
Filing Id
84037233289022
Schedule R EIN
13-2859708
Schedule R Plan number
002
Schedule R Plan Year Begin Date
2000-01-01
Schedule R Tax Period
20001231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
52-2130790
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0