Civic Intelligence

Kenneth Heller PC.

Plan context: Kenneth Heller Pension Plan Trust

EIN 13-3012741 • 4 filings • 2 plans

Current Snapshot

Latest Year

2000

2000 Participants

10

2000 Assets

$2,006,249

2000 Contributions

$47,010

Historical Graphs

Total Assets Over Time

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

$2,006,249$1,003,125$01999YearValue
$2,006,249Latest year 1999

Participants Over Time

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

10501999YearValue
10Latest year 1999

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
200020$0$0-
Kenneth Heller Money Purchase Pension Plan Trust-0---
Kenneth Heller Pension Plan Trust-0---
1999210$2,006,249$47,010$4,701iApproximate average salary by contribution assumption: employee only about $117,525 at 4% or $78,350 at 6%; with 50% employer match about $78,350 at 4% or $52,233 at 6%; with 100% employer match about $58,763 at 4% or $39,175 at 6%.
Kenneth Heller Pension Plan Trust-10$1,864,411--
Kenneth Heller Money Purchase Pension Plan Trust-10$141,838$47,010$4,701iApproximate average salary by contribution assumption: employee only about $117,525 at 4% or $78,350 at 6%; with 50% employer match about $78,350 at 4% or $52,233 at 6%; with 100% employer match about $58,763 at 4% or $39,175 at 6%.