Civic Intelligence
Filing

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

SALANS • EIN 13-2859708 • Plan year 2003

Company ProfileSource Archive
Filing Insights

Participants

Down

182 → 101

-81 • -44.51%

Assets

Up

$9,987,826 → $12,730,876

$2,743,050 • 27.46%

Investment Management Fee

0.00%

$0

Admin expenses $29,018 • Total expenses $1,172,978

Filing Details

Context
Transfers from other plans
$107,565
Net investment result
$2,766,761
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
BERDON LLPEIN 13-0485070Accountant--David Berdon & 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 PartnersCurrent101$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 Partners-130$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 C

Schedule C Provider

Provider 1

Provider details

Source fields
Row 1
Filing Id
84037341146524
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3030374341146020002
Provider 01 Position
CONTRACT ADMINISTRATOR
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$0
Provider 01 Srvc Code
12
Row 2
Filing Id
84037341146524
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3030374341146020002
Provider Terminate 01 Name
WILLIAM GREENE & CO., LLP
Provider Terminate 01 EIN
13-4144008
Provider Terminate 01 Position
ACCOUNTANT
Provider Terminate 01 Str Address
55 KATONAH AVENUE
Provider Terminate 01 City
KATONAH
Provider Terminate 01 State
NY
Provider Terminate 01 ZIP Code
10536
Provider Terminate 01 Phone Num
9142328461
Provider Terminate 01 Text
ANOTHER ACCOUNTING FIRM PROVIDED A MORE COST EFFICIENT OPTION FOR THE PLAN AND THE PARTICIPANTS

Schedule C Provider

Provider 2

Provider details

Source fields
Row 3
Filing Id
84037341146524
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
3030374341146020002
Provider 01 Name
USI CONSULTING GROUP
Provider 01 EIN
06-1053228
Provider 01 Position
RECORDKEEPER
Provider 01 Relation
N/A
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$29,018
Provider 01 Srvc Code
24

Schedule C Provider

Provider 3

Provider details

Source fields
Row 4
Filing Id
84037341146524
Schedule C EIN
13-2859708
Schedule C Plan number
002
Schedule C Plan Year Begin Date
2003-01-01
Schedule C Tax Period
20031231
Provider Total Comp Paid Amount
$0

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$12,730,876$2,743,050 change

Balance Sheet

Beginning and end of plan year.

Total assets$9,987,826$12,730,876Increase +$2,743,050 (27.46%)
Total liabilities$0$0No change $0
Net assets$9,987,826$12,730,876Increase +$2,743,050 (27.46%)

Contributions

Employer contributions$894,418
Participant contributions$747,621
Other contributions$7,400
Total contributions$1,649,439

Income & Investment Result

Total income$3,939,739
Interest$8,009
Dividends$0
Net income$2,766,761

Expenses & Fees

Benefits paid$1,101,625
Investment management$0
Administrative expenses$29,018
Total expenses$1,172,978

Accountant

FirmBERDON LLP
Firm EIN13-0485070

Compliance

Fidelity bondYes
Fidelity bond amount$500,000
Participant loans$132,416
Late contributionsNo
Schedule H source fields
Financial summary
Total assets at beginning of year: $9,987,826Total assets at end of year: $12,730,876Total liabilities at end of year: $0Net income or loss: $2,766,761
Filing Id
84037341146524
Schedule H EIN
13-2859708
Schedule H Plan number
002
Schedule H Plan Year Begin Date
2003-01-01
Schedule H Tax Period
20031231
Non Interest Bear Cash Beginning of year Amount
$0
Employer Contribution Beginning of year Amount
$997,939
Participants Contribution Beginning of year Amount
$0
Other Receivables Beginning of year Amount
$0
Interest Bear Cash Beginning of year Amount
$533,175
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
$159,075
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
$8,297,637
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
$9,987,826
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
$9,987,826
Non Interest Bear Cash End of year Amount
$0
Employer Contribution End of year Amount
$906,260
Participants Contribution End of year Amount
$58,804
Other Receivables End of year Amount
$0
Interest Bear Cash End of year Amount
$640,333
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
$132,416
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
$10,993,063
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
$12,730,876
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
$12,730,876
Employer contributions
$894,418
Participant contributions
$747,621
Oth Contribution Rcvd Amount
$7,400
Non Cash Contribution Bs Amount
$0
Total contributions
$1,649,439
Interest Bear Cash Amount
$3,111
Interest On Govt Sec Amount
$0
Interest On Corp Debt Amount
$0
Interest On Oth Loans Amount
$0
Interest on participant loans
$4,898
Interest On Oth Investment Amount
$0
Total interest income
$8,009
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
$2,282,291
Other Income Amount
$0
Total income
$3,939,739
Participant distributions
$1,101,625
Ins Carrier Bnfts Amount
$0
Oth Bnft Payment Amount
$0
Total benefit distributions
$1,101,625
Total Corrective Distribution Amount
$0
Total Dm Distribution Ptcp Lns A
42335
Total Interest Expense Amount
$0
Professional Fees Amount
$29,018
Contract Admin Fees Amount
$0
Investment management fees
$0
Other Admin Fees Amount
$0
Total administrative expenses
$29,018
Total expenses
$1,172,978
Net income or loss
$2,766,761
Total Transfers To Amount
$83,854
Transfers from other plans
$107,565
Accountant Opinion Type Indicator
Yes
Account Performed Limited Audit Indicator
No
Accountant firm name
BERDON LLP
Accountant firm EIN
13-0485070
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
Plan Transfer 01 Name
SALANS PARIS 401K PARTNERS/STAFF
Plan Transfer 01 EIN
98-0060339
Plan Transfer 01 Plan number
001

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
84037341146524
Schedule R EIN
13-2859708
Schedule R Plan number
002
Schedule R Plan Year Begin Date
2003-01-01
Schedule R Tax Period
20031231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
52-2130790
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0