Civic Intelligence
Filing

Salans Hertzfeld Heilbronn Christy & Viener Ny Office Retirement Savings Plan

SALANS • EIN 13-2859708 • Plan year 2003

Company ProfileSource Archive
Filing Insights

Participants

Down

69 → 40

-29 • -42.03%

Assets

Up

$1,433,278 → $2,047,237

$613,959 • 42.84%

Investment Management Fee

-

Admin expenses - • Total expenses $146,691

Filing Details

Context
Net investment result
$663,341
Pension payor EIN
52-2130790

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

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 PlanCurrent40$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 I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$2,047,237$613,959 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,433,278$2,047,237Increase +$613,959 (42.84%)
Total liabilities$0$0No change $0
Net assets$1,433,278$2,047,237Increase +$613,959 (42.84%)

Contributions

Employer contributions$0
Participant contributions$293,356
Other contributions$63,599

Income & Expenses

Total income$810,032
Total expenses$146,691
Net income$663,341
Source fields
Schedule I source fields
Filing Id
84037341146534
Schedule I EIN
13-2859708
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2003-01-01
Schedule I Tax Period
20031231
Small plan total assets at beginning of year
$1,433,278
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,433,278
Small plan total assets at end of year
$2,047,237
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$2,047,237
Small plan employer contributions
$0
Small plan participant contributions
$293,356
Small Oth Contribution Rcvd Amount
$63,599
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$453,077
Small plan total income
$810,032
Small plan total benefit distributions
$141,889
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$4,802
Small plan total expenses
$146,691
Small plan net income or loss
$663,341
Small Total Plan Transfers Amount
$-49,382
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
Yes
Small Mortg Participants End of year Amount
$18,864
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$500,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0
Small Plan Transfer 01 Name
SALANS NY 401KPARTNER/STAFF
Small Plan Transfer 01 EIN
13-2859708
Small Plan Transfer 01 Plan number
002
Small Plan Transfer 02 Name
SALANS PARIS 401K ASSOCIATES
Small Plan Transfer 02 EIN
98-0060339
Small Plan Transfer 02 Plan number
003

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
84037341146534
Schedule R EIN
13-2859708
Schedule R Plan number
001
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