Civic Intelligence

Lawrence E. Heller PC.

Plan context: Lawrence E. Heller PC. Money Purchase Pension Plan

EIN 13-2949327 • 14 filings • 2 plans

Current Snapshot

Latest Year

2005

2005 Participants

2

2005 Assets

$1,368,994

2005 Contributions

$41,270

Historical Graphs

Total Assets Over Time

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

$1,368,994$684,497$0199920022004YearValue
$1,368,994Latest year 2004

Participants Over Time

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

210199920022004YearValue
2Latest year 2004

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
200520$0$0-
Lawrence E. Heller PC. Money Purchase Pension Plan-0---
Lawrence E. Heller PC. Profit Sharing Plan-0---
200422$1,368,994$41,270$20,635iApproximate average salary by contribution assumption: employee only about $515,875 at 4% or $343,917 at 6%; with 50% employer match about $343,917 at 4% or $229,278 at 6%; with 100% employer match about $257,938 at 4% or $171,958 at 6%.
Lawrence E. Heller PC. Money Purchase Pension Plan-2$703,492--
Lawrence E. Heller PC. Profit Sharing Plan-2$665,502$41,270$20,635iApproximate average salary by contribution assumption: employee only about $515,875 at 4% or $343,917 at 6%; with 50% employer match about $343,917 at 4% or $229,278 at 6%; with 100% employer match about $257,938 at 4% or $171,958 at 6%.
200321$1,213,232$13,378$13,378iApproximate average salary by contribution assumption: employee only about $334,450 at 4% or $222,967 at 6%; with 50% employer match about $222,967 at 4% or $148,644 at 6%; with 100% employer match about $167,225 at 4% or $111,483 at 6%.
Lawrence E. Heller PC. Money Purchase Pension Plan-1$642,829$8,436$8,436iApproximate average salary by contribution assumption: employee only about $210,900 at 4% or $140,600 at 6%; with 50% employer match about $140,600 at 4% or $93,733 at 6%; with 100% employer match about $105,450 at 4% or $70,300 at 6%.
Lawrence E. Heller PC. Profit Sharing Plan-1$570,403$4,942$4,942iApproximate average salary by contribution assumption: employee only about $123,550 at 4% or $82,367 at 6%; with 50% employer match about $82,367 at 4% or $54,911 at 6%; with 100% employer match about $61,775 at 4% or $41,183 at 6%.
200222$490,972$0-
Lawrence E. Heller PC. Profit Sharing Plan-2$490,972--
Lawrence E. Heller PC. Money Purchase Pension Plan-2---
200122$0$0-
Lawrence E. Heller PC. Money Purchase Pension Plan-2---
Lawrence E. Heller PC. Profit Sharing Plan-0---
200022$1,110,066$30,368$15,184iApproximate average salary by contribution assumption: employee only about $379,600 at 4% or $253,067 at 6%; with 50% employer match about $253,067 at 4% or $168,711 at 6%; with 100% employer match about $189,800 at 4% or $126,533 at 6%.
Lawrence E. Heller PC. Money Purchase Pension Plan-2$583,256$12,271$6,136iApproximate average salary by contribution assumption: employee only about $153,388 at 4% or $102,258 at 6%; with 50% employer match about $102,258 at 4% or $68,172 at 6%; with 100% employer match about $76,694 at 4% or $51,129 at 6%.
Lawrence E. Heller PC. Profit Sharing Plan-2$526,810$18,097$9,049iApproximate average salary by contribution assumption: employee only about $226,213 at 4% or $150,808 at 6%; with 50% employer match about $150,808 at 4% or $100,539 at 6%; with 100% employer match about $113,106 at 4% or $75,404 at 6%.
199922$973,005$35,159$17,580iApproximate average salary by contribution assumption: employee only about $439,488 at 4% or $292,992 at 6%; with 50% employer match about $292,992 at 4% or $195,328 at 6%; with 100% employer match about $219,744 at 4% or $146,496 at 6%.
Lawrence E. Heller PC. Money Purchase Pension Plan-2$514,562$14,304$7,152iApproximate average salary by contribution assumption: employee only about $178,800 at 4% or $119,200 at 6%; with 50% employer match about $119,200 at 4% or $79,467 at 6%; with 100% employer match about $89,400 at 4% or $59,600 at 6%.
Lawrence E. Heller PC. Profit Sharing Plan-2$458,443$20,855$10,428iApproximate average salary by contribution assumption: employee only about $260,688 at 4% or $173,792 at 6%; with 50% employer match about $173,792 at 4% or $115,861 at 6%; with 100% employer match about $130,344 at 4% or $86,896 at 6%.