Civic Intelligence

Heller, Kaufman & Fox CPA PC

Plan context: Heller, Kaufman & Fox, CPA PC 401K Plan

EIN 13-3442153 • Boynton Beach, FL • 17 filings • 2 plans

6615 West Boynton Beach Blvd., #361Boynton Beach, FL 33437
Current Snapshot

Latest Year

2015

2015 Participants

7

2015 Assets

$2,166,941

2015 Contributions

$9,935

Historical Graphs

Total Assets Over Time

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

$2,166,941$1,083,471$0199920082014YearValue
$2,166,941Latest year 2014

Participants Over Time

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

950199920072014YearValue
7Latest year 2014

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
201510$0$0-
Heller, Kaufman & Fox, CPA PC 401K Plan-0$0$0-
201417$2,166,941$9,935$1,419iApproximate average salary by contribution assumption: employee only about $35,482 at 4% or $23,655 at 6%; with 50% employer match about $23,655 at 4% or $15,770 at 6%; with 100% employer match about $17,741 at 4% or $11,827 at 6%.
Heller, Kaufman & Fox, CPA PC 401K Plan-7$2,166,941$9,935$1,419iApproximate average salary by contribution assumption: employee only about $35,482 at 4% or $23,655 at 6%; with 50% employer match about $23,655 at 4% or $15,770 at 6%; with 100% employer match about $17,741 at 4% or $11,827 at 6%.
201317$1,919,699$13,151$1,879iApproximate average salary by contribution assumption: employee only about $46,968 at 4% or $31,312 at 6%; with 50% employer match about $31,312 at 4% or $20,875 at 6%; with 100% employer match about $23,484 at 4% or $15,656 at 6%.
Heller, Kaufman & Fox, CPA PC 401K Plan-7$1,919,699$13,151$1,879iApproximate average salary by contribution assumption: employee only about $46,968 at 4% or $31,312 at 6%; with 50% employer match about $31,312 at 4% or $20,875 at 6%; with 100% employer match about $23,484 at 4% or $15,656 at 6%.
201217$1,705,256$26,034$3,719iApproximate average salary by contribution assumption: employee only about $92,979 at 4% or $61,986 at 6%; with 50% employer match about $61,986 at 4% or $41,324 at 6%; with 100% employer match about $46,489 at 4% or $30,993 at 6%.
Heller, Kaufman & Fox, CPA PC 401K Plan-7$1,705,256$26,034$3,719iApproximate average salary by contribution assumption: employee only about $92,979 at 4% or $61,986 at 6%; with 50% employer match about $61,986 at 4% or $41,324 at 6%; with 100% employer match about $46,489 at 4% or $30,993 at 6%.
201118$1,512,045$17,720$2,215iApproximate average salary by contribution assumption: employee only about $55,375 at 4% or $36,917 at 6%; with 50% employer match about $36,917 at 4% or $24,611 at 6%; with 100% employer match about $27,688 at 4% or $18,458 at 6%.
Heller, Kaufman & Fox, CPA PC 401K Plan-8$1,512,045$17,720$2,215iApproximate average salary by contribution assumption: employee only about $55,375 at 4% or $36,917 at 6%; with 50% employer match about $36,917 at 4% or $24,611 at 6%; with 100% employer match about $27,688 at 4% or $18,458 at 6%.
201018$1,494,855$13,482$1,685iApproximate average salary by contribution assumption: employee only about $42,131 at 4% or $28,088 at 6%; with 50% employer match about $28,088 at 4% or $18,725 at 6%; with 100% employer match about $21,066 at 4% or $14,044 at 6%.
Heller, Kaufman & Fox, CPA PC 401K Plan-8$1,494,855$13,482$1,685iApproximate average salary by contribution assumption: employee only about $42,131 at 4% or $28,088 at 6%; with 50% employer match about $28,088 at 4% or $18,725 at 6%; with 100% employer match about $21,066 at 4% or $14,044 at 6%.
200918$1,334,102$12,867$1,608iApproximate average salary by contribution assumption: employee only about $40,209 at 4% or $26,806 at 6%; with 50% employer match about $26,806 at 4% or $17,871 at 6%; with 100% employer match about $20,105 at 4% or $13,403 at 6%.
Heller, Kaufman & Fox, CPA PC 401K Plan-8$1,334,102$12,867$1,608iApproximate average salary by contribution assumption: employee only about $40,209 at 4% or $26,806 at 6%; with 50% employer match about $26,806 at 4% or $17,871 at 6%; with 100% employer match about $20,105 at 4% or $13,403 at 6%.
200816$1,078,389$73,744$12,291iApproximate average salary by contribution assumption: employee only about $307,267 at 4% or $204,844 at 6%; with 50% employer match about $204,844 at 4% or $136,563 at 6%; with 100% employer match about $153,633 at 4% or $102,422 at 6%.
Heller, Kaufman & Fox, CPA PC 401K Plan-6$1,078,389$73,744$12,291iApproximate average salary by contribution assumption: employee only about $307,267 at 4% or $204,844 at 6%; with 50% employer match about $204,844 at 4% or $136,563 at 6%; with 100% employer match about $153,633 at 4% or $102,422 at 6%.
200716$0$0-
Heller, Kaufman & Fox, CPA PC 401K Plan-6---
200619$1,388,546$112,156$12,462iApproximate average salary by contribution assumption: employee only about $311,544 at 4% or $207,696 at 6%; with 50% employer match about $207,696 at 4% or $138,464 at 6%; with 100% employer match about $155,772 at 4% or $103,848 at 6%.
Heller, Kaufman & Fox, CPA PC 401K Plan-9$1,388,546$112,156$12,462iApproximate average salary by contribution assumption: employee only about $311,544 at 4% or $207,696 at 6%; with 50% employer match about $207,696 at 4% or $138,464 at 6%; with 100% employer match about $155,772 at 4% or $103,848 at 6%.
200517$1,155,415$175,811$25,116iApproximate average salary by contribution assumption: employee only about $627,896 at 4% or $418,598 at 6%; with 50% employer match about $418,598 at 4% or $279,065 at 6%; with 100% employer match about $313,948 at 4% or $209,299 at 6%.
Heller, Kaufman & Fox, CPA PC 401K Plan-7$1,155,415$175,811$25,116iApproximate average salary by contribution assumption: employee only about $627,896 at 4% or $418,598 at 6%; with 50% employer match about $418,598 at 4% or $279,065 at 6%; with 100% employer match about $313,948 at 4% or $209,299 at 6%.
200416$995,686$93,793$15,632iApproximate average salary by contribution assumption: employee only about $390,804 at 4% or $260,536 at 6%; with 50% employer match about $260,536 at 4% or $173,691 at 6%; with 100% employer match about $195,402 at 4% or $130,268 at 6%.
Heller, Kaufman & Fox, CPA PC 401K Plan-6$995,686$93,793$15,632iApproximate average salary by contribution assumption: employee only about $390,804 at 4% or $260,536 at 6%; with 50% employer match about $260,536 at 4% or $173,691 at 6%; with 100% employer match about $195,402 at 4% or $130,268 at 6%.
200317$868,378$78,650$11,236iApproximate average salary by contribution assumption: employee only about $280,893 at 4% or $187,262 at 6%; with 50% employer match about $187,262 at 4% or $124,841 at 6%; with 100% employer match about $140,446 at 4% or $93,631 at 6%.
Heller, Kaufman & Fox, CPA PC 401K Plan-7$868,378$78,650$11,236iApproximate average salary by contribution assumption: employee only about $280,893 at 4% or $187,262 at 6%; with 50% employer match about $187,262 at 4% or $124,841 at 6%; with 100% employer match about $140,446 at 4% or $93,631 at 6%.
200217$638,952$91,374$13,053iApproximate average salary by contribution assumption: employee only about $326,336 at 4% or $217,557 at 6%; with 50% employer match about $217,557 at 4% or $145,038 at 6%; with 100% employer match about $163,168 at 4% or $108,779 at 6%.
Heller, Kaufman & Fox, CPA PC 401K Plan-7$638,952$91,374$13,053iApproximate average salary by contribution assumption: employee only about $326,336 at 4% or $217,557 at 6%; with 50% employer match about $217,557 at 4% or $145,038 at 6%; with 100% employer match about $163,168 at 4% or $108,779 at 6%.
200114$0$0-
Heller, Kaufman & Fox, CPA PC 401K Plan-4---
200017$927,360$109,084$15,583iApproximate average salary by contribution assumption: employee only about $389,586 at 4% or $259,724 at 6%; with 50% employer match about $259,724 at 4% or $173,149 at 6%; with 100% employer match about $194,793 at 4% or $129,862 at 6%.
Heller, Kaufman & Fox, CPA PC 401K Plan-7$927,360$109,084$15,583iApproximate average salary by contribution assumption: employee only about $389,586 at 4% or $259,724 at 6%; with 50% employer match about $259,724 at 4% or $173,149 at 6%; with 100% employer match about $194,793 at 4% or $129,862 at 6%.
199917$917,502$106,653$15,236iApproximate average salary by contribution assumption: employee only about $380,904 at 4% or $253,936 at 6%; with 50% employer match about $253,936 at 4% or $169,290 at 6%; with 100% employer match about $190,452 at 4% or $126,968 at 6%.
Heller, Kaufman & Fox, CPA PC 401K Plan-7$917,502$106,653$15,236iApproximate average salary by contribution assumption: employee only about $380,904 at 4% or $253,936 at 6%; with 50% employer match about $253,936 at 4% or $169,290 at 6%; with 100% employer match about $190,452 at 4% or $126,968 at 6%.