Gerard Hellman
Plan context: Gerard Hellman Money Purchase Plan
EIN 13-3300227 • Nyack, NY • 16 filings • 2 plans
Current Snapshot
Latest Year
2014
2014 Participants
2
2014 Assets
$1,145,404
2014 Contributions
$27,074
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2014 | 1 | 2 | $1,145,404 | $0 | - |
| Gerard Hellman Money Purchase Plan | - | 2 | $1,145,404 | $0 | - |
| 2013 | 1 | 2 | $1,085,542 | $0 | - |
| Gerard Hellman Money Purchase Plan | - | 2 | $1,085,542 | $0 | - |
| 2012 | 1 | 2 | $1,172,948 | $27,074 | $13,537iApproximate average salary by contribution assumption: employee only about $338,425 at 4% or $225,617 at 6%; with 50% employer match about $225,617 at 4% or $150,411 at 6%; with 100% employer match about $169,213 at 4% or $112,808 at 6%. |
| Gerard Hellman Money Purchase Plan | - | 2 | $1,172,948 | $27,074 | $13,537iApproximate average salary by contribution assumption: employee only about $338,425 at 4% or $225,617 at 6%; with 50% employer match about $225,617 at 4% or $150,411 at 6%; with 100% employer match about $169,213 at 4% or $112,808 at 6%. |
| 2011 | 1 | 2 | $1,062,183 | $0 | - |
| Gerard Hellman Money Purchase Plan | - | 2 | $1,062,183 | - | - |
| 2010 | 1 | 2 | $1,070,984 | $6,550 | $3,275iApproximate average salary by contribution assumption: employee only about $81,875 at 4% or $54,583 at 6%; with 50% employer match about $54,583 at 4% or $36,389 at 6%; with 100% employer match about $40,938 at 4% or $27,292 at 6%. |
| Gerard Hellman Money Purchase Plan | - | 2 | $1,070,984 | $6,550 | $3,275iApproximate average salary by contribution assumption: employee only about $81,875 at 4% or $54,583 at 6%; with 50% employer match about $54,583 at 4% or $36,389 at 6%; with 100% employer match about $40,938 at 4% or $27,292 at 6%. |
| 2009 | 1 | 3 | $965,639 | $29,280 | $9,760iApproximate average salary by contribution assumption: employee only about $244,000 at 4% or $162,667 at 6%; with 50% employer match about $162,667 at 4% or $108,444 at 6%; with 100% employer match about $122,000 at 4% or $81,333 at 6%. |
| Gerard Hellman Money Purchase Plan | - | 3 | $965,639 | $29,280 | $9,760iApproximate average salary by contribution assumption: employee only about $244,000 at 4% or $162,667 at 6%; with 50% employer match about $162,667 at 4% or $108,444 at 6%; with 100% employer match about $122,000 at 4% or $81,333 at 6%. |
| 2008 | 1 | 3 | $609,476 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| Gerard Hellman Money Purchase Plan | - | 3 | $609,476 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Gerard Hellman Money Purchase Plan | - | 3 | - | - | - |
| 2006 | 1 | 3 | $797,234 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| Gerard Hellman Money Purchase Plan | - | 3 | $797,234 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2005 | 1 | 3 | $705,336 | $21,444 | $7,148iApproximate average salary by contribution assumption: employee only about $178,700 at 4% or $119,133 at 6%; with 50% employer match about $119,133 at 4% or $79,422 at 6%; with 100% employer match about $89,350 at 4% or $59,567 at 6%. |
| Gerard Hellman Money Purchase Plan | - | 3 | $705,336 | $21,444 | $7,148iApproximate average salary by contribution assumption: employee only about $178,700 at 4% or $119,133 at 6%; with 50% employer match about $119,133 at 4% or $79,422 at 6%; with 100% employer match about $89,350 at 4% or $59,567 at 6%. |
| 2004 | 1 | 3 | $661,450 | $21,444 | $7,148iApproximate average salary by contribution assumption: employee only about $178,700 at 4% or $119,133 at 6%; with 50% employer match about $119,133 at 4% or $79,422 at 6%; with 100% employer match about $89,350 at 4% or $59,567 at 6%. |
| Gerard Hellman Money Purchase Plan | - | 3 | $661,450 | $21,444 | $7,148iApproximate average salary by contribution assumption: employee only about $178,700 at 4% or $119,133 at 6%; with 50% employer match about $119,133 at 4% or $79,422 at 6%; with 100% employer match about $89,350 at 4% or $59,567 at 6%. |
| 2003 | 1 | 2 | $593,390 | $20,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Gerard Hellman Money Purchase Plan | - | 2 | $593,390 | $20,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2002 | 1 | 2 | $480,637 | $37,250 | $18,625iApproximate average salary by contribution assumption: employee only about $465,625 at 4% or $310,417 at 6%; with 50% employer match about $310,417 at 4% or $206,944 at 6%; with 100% employer match about $232,813 at 4% or $155,208 at 6%. |
| Gerard Hellman Money Purchase Plan | - | 2 | $480,637 | $37,250 | $18,625iApproximate average salary by contribution assumption: employee only about $465,625 at 4% or $310,417 at 6%; with 50% employer match about $310,417 at 4% or $206,944 at 6%; with 100% employer match about $232,813 at 4% or $155,208 at 6%. |
| 2001 | 1 | 2 | $561,164 | $21,444 | $10,722iApproximate average salary by contribution assumption: employee only about $268,050 at 4% or $178,700 at 6%; with 50% employer match about $178,700 at 4% or $119,133 at 6%; with 100% employer match about $134,025 at 4% or $89,350 at 6%. |
| Gerard Hellman Money Purchase Plan | - | 2 | $561,164 | $21,444 | $10,722iApproximate average salary by contribution assumption: employee only about $268,050 at 4% or $178,700 at 6%; with 50% employer match about $178,700 at 4% or $119,133 at 6%; with 100% employer match about $134,025 at 4% or $89,350 at 6%. |
| 2000 | 1 | 2 | $585,552 | $21,444 | $10,722iApproximate average salary by contribution assumption: employee only about $268,050 at 4% or $178,700 at 6%; with 50% employer match about $178,700 at 4% or $119,133 at 6%; with 100% employer match about $134,025 at 4% or $89,350 at 6%. |
| Gerard Hellman Money Purchase Plan | - | 2 | $585,552 | $21,444 | $10,722iApproximate average salary by contribution assumption: employee only about $268,050 at 4% or $178,700 at 6%; with 50% employer match about $178,700 at 4% or $119,133 at 6%; with 100% employer match about $134,025 at 4% or $89,350 at 6%. |
| 1999 | 1 | 2 | $602,852 | $20,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Gerard Hellman Money Purchase Plan | - | 2 | $602,852 | $20,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |