Civic Intelligence

D C Heller & Co Inc 401(K)/ Psp

Plan context: D.C. Heller & Company Inc. 401(K) Profit Sharing Plan

EIN 13-3643391 • Briarcliff Manor, NY • 23 filings • 2 plans

840 Long Hill Road WestBriarcliff Manor, NY 10510
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,832,767

2024 Contributions

$96,750

Historical Graphs

Total Assets Over Time

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

$2,832,767$1,416,384$0200220132024YearValue
$2,832,767Latest year 2024

Participants Over Time

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

420200220132024YearValue
2Latest year 2024

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
202412$2,832,767$96,750$48,375iApproximate average salary by contribution assumption: employee only about $1,209,375 at 4% or $806,250 at 6%; with 50% employer match about $806,250 at 4% or $537,500 at 6%; with 100% employer match about $604,688 at 4% or $403,125 at 6%.
D.C. Heller & Company Inc. 401(K) Profit Sharing Plan-2$2,832,767$96,750$48,375iApproximate average salary by contribution assumption: employee only about $1,209,375 at 4% or $806,250 at 6%; with 50% employer match about $806,250 at 4% or $537,500 at 6%; with 100% employer match about $604,688 at 4% or $403,125 at 6%.
202312$2,395,823$112,757$56,379iApproximate average salary by contribution assumption: employee only about $1,409,463 at 4% or $939,642 at 6%; with 50% employer match about $939,642 at 4% or $626,428 at 6%; with 100% employer match about $704,731 at 4% or $469,821 at 6%.
D.C. Heller & Company Inc. 401(K) Profit Sharing Plan-2$2,395,823$112,757$56,379iApproximate average salary by contribution assumption: employee only about $1,409,463 at 4% or $939,642 at 6%; with 50% employer match about $939,642 at 4% or $626,428 at 6%; with 100% employer match about $704,731 at 4% or $469,821 at 6%.
202212$1,934,326$90,763$45,382iApproximate average salary by contribution assumption: employee only about $1,134,538 at 4% or $756,358 at 6%; with 50% employer match about $756,358 at 4% or $504,239 at 6%; with 100% employer match about $567,269 at 4% or $378,179 at 6%.
D.C. Heller & Company Inc. 401(K) Profit Sharing Plan-2$1,934,326$90,763$45,382iApproximate average salary by contribution assumption: employee only about $1,134,538 at 4% or $756,358 at 6%; with 50% employer match about $756,358 at 4% or $504,239 at 6%; with 100% employer match about $567,269 at 4% or $378,179 at 6%.
202111$2,204,051$80,990$80,990iApproximate average salary by contribution assumption: employee only about $2,024,750 at 4% or $1,349,833 at 6%; with 50% employer match about $1,349,833 at 4% or $899,889 at 6%; with 100% employer match about $1,012,375 at 4% or $674,917 at 6%.
D.C. Heller & Company Inc. 401(K) Profit Sharing Plan-1$2,204,051$80,990$80,990iApproximate average salary by contribution assumption: employee only about $2,024,750 at 4% or $1,349,833 at 6%; with 50% employer match about $1,349,833 at 4% or $899,889 at 6%; with 100% employer match about $1,012,375 at 4% or $674,917 at 6%.
202011$1,844,584$63,499$63,499iApproximate average salary by contribution assumption: employee only about $1,587,475 at 4% or $1,058,317 at 6%; with 50% employer match about $1,058,317 at 4% or $705,544 at 6%; with 100% employer match about $793,738 at 4% or $529,158 at 6%.
D.C. Heller & Company Inc. 401(K) Profit Sharing Plan-1$1,844,584$63,499$63,499iApproximate average salary by contribution assumption: employee only about $1,587,475 at 4% or $1,058,317 at 6%; with 50% employer match about $1,058,317 at 4% or $705,544 at 6%; with 100% employer match about $793,738 at 4% or $529,158 at 6%.
201913$1,580,661$48,608$16,203iApproximate average salary by contribution assumption: employee only about $405,067 at 4% or $270,044 at 6%; with 50% employer match about $270,044 at 4% or $180,030 at 6%; with 100% employer match about $202,533 at 4% or $135,022 at 6%.
D.C. Heller & Company Inc. 401(K) Profit Sharing Plan-3$1,580,661$48,608$16,203iApproximate average salary by contribution assumption: employee only about $405,067 at 4% or $270,044 at 6%; with 50% employer match about $270,044 at 4% or $180,030 at 6%; with 100% employer match about $202,533 at 4% or $135,022 at 6%.
201813$1,218,621$23,403$7,801iApproximate average salary by contribution assumption: employee only about $195,025 at 4% or $130,017 at 6%; with 50% employer match about $130,017 at 4% or $86,678 at 6%; with 100% employer match about $97,513 at 4% or $65,008 at 6%.
D.C. Heller & Company Inc. 401(K) Profit Sharing Plan-3$1,218,621$23,403$7,801iApproximate average salary by contribution assumption: employee only about $195,025 at 4% or $130,017 at 6%; with 50% employer match about $130,017 at 4% or $86,678 at 6%; with 100% employer match about $97,513 at 4% or $65,008 at 6%.
201713$1,281,345$22,862$7,621iApproximate average salary by contribution assumption: employee only about $190,517 at 4% or $127,011 at 6%; with 50% employer match about $127,011 at 4% or $84,674 at 6%; with 100% employer match about $95,258 at 4% or $63,506 at 6%.
D.C. Heller & Company Inc. 401(K) Profit Sharing Plan-3$1,281,345$22,862$7,621iApproximate average salary by contribution assumption: employee only about $190,517 at 4% or $127,011 at 6%; with 50% employer match about $127,011 at 4% or $84,674 at 6%; with 100% employer match about $95,258 at 4% or $63,506 at 6%.
201613$1,004,169$13,125$4,375iApproximate average salary by contribution assumption: employee only about $109,375 at 4% or $72,917 at 6%; with 50% employer match about $72,917 at 4% or $48,611 at 6%; with 100% employer match about $54,688 at 4% or $36,458 at 6%.
D.C. Heller & Company Inc. 401(K) Profit Sharing Plan-3$1,004,169$13,125$4,375iApproximate average salary by contribution assumption: employee only about $109,375 at 4% or $72,917 at 6%; with 50% employer match about $72,917 at 4% or $48,611 at 6%; with 100% employer match about $54,688 at 4% or $36,458 at 6%.
201513$935,308$17,098$5,699iApproximate average salary by contribution assumption: employee only about $142,483 at 4% or $94,989 at 6%; with 50% employer match about $94,989 at 4% or $63,326 at 6%; with 100% employer match about $71,242 at 4% or $47,494 at 6%.
D.C. Heller & Company Inc. 401(K) Profit Sharing Plan-3$935,308$17,098$5,699iApproximate average salary by contribution assumption: employee only about $142,483 at 4% or $94,989 at 6%; with 50% employer match about $94,989 at 4% or $63,326 at 6%; with 100% employer match about $71,242 at 4% or $47,494 at 6%.
201413$898,981$25,124$8,375iApproximate average salary by contribution assumption: employee only about $209,367 at 4% or $139,578 at 6%; with 50% employer match about $139,578 at 4% or $93,052 at 6%; with 100% employer match about $104,683 at 4% or $69,789 at 6%.
D.C. Heller & Company Inc. 401(K) Profit Sharing Plan-3$898,981$25,124$8,375iApproximate average salary by contribution assumption: employee only about $209,367 at 4% or $139,578 at 6%; with 50% employer match about $139,578 at 4% or $93,052 at 6%; with 100% employer match about $104,683 at 4% or $69,789 at 6%.
201313$831,318$11,637$3,879iApproximate average salary by contribution assumption: employee only about $96,975 at 4% or $64,650 at 6%; with 50% employer match about $64,650 at 4% or $43,100 at 6%; with 100% employer match about $48,488 at 4% or $32,325 at 6%.
D.C. Heller & Company Inc. 401(K) Profit Sharing Plan-3$831,318$11,637$3,879iApproximate average salary by contribution assumption: employee only about $96,975 at 4% or $64,650 at 6%; with 50% employer match about $64,650 at 4% or $43,100 at 6%; with 100% employer match about $48,488 at 4% or $32,325 at 6%.
201213$638,169$11,526$3,842iApproximate average salary by contribution assumption: employee only about $96,050 at 4% or $64,033 at 6%; with 50% employer match about $64,033 at 4% or $42,689 at 6%; with 100% employer match about $48,025 at 4% or $32,017 at 6%.
D.C. Heller & Company Inc. 401(K) Profit Sharing Plan-3$638,169$11,526$3,842iApproximate average salary by contribution assumption: employee only about $96,050 at 4% or $64,033 at 6%; with 50% employer match about $64,033 at 4% or $42,689 at 6%; with 100% employer match about $48,025 at 4% or $32,017 at 6%.
201113$528,895$3,966$1,322iApproximate average salary by contribution assumption: employee only about $33,050 at 4% or $22,033 at 6%; with 50% employer match about $22,033 at 4% or $14,689 at 6%; with 100% employer match about $16,525 at 4% or $11,017 at 6%.
D.C. Heller & Company Inc. 401(K) Profit Sharing Plan-3$528,895$3,966$1,322iApproximate average salary by contribution assumption: employee only about $33,050 at 4% or $22,033 at 6%; with 50% employer match about $22,033 at 4% or $14,689 at 6%; with 100% employer match about $16,525 at 4% or $11,017 at 6%.
201013$552,116$5,867$1,956iApproximate average salary by contribution assumption: employee only about $48,892 at 4% or $32,594 at 6%; with 50% employer match about $32,594 at 4% or $21,730 at 6%; with 100% employer match about $24,446 at 4% or $16,297 at 6%.
D.C. Heller & Company Inc. 401(K) Profit Sharing Plan-3$552,116$5,867$1,956iApproximate average salary by contribution assumption: employee only about $48,892 at 4% or $32,594 at 6%; with 50% employer match about $32,594 at 4% or $21,730 at 6%; with 100% employer match about $24,446 at 4% or $16,297 at 6%.
200914$533,132$22,049$5,512iApproximate average salary by contribution assumption: employee only about $137,806 at 4% or $91,871 at 6%; with 50% employer match about $91,871 at 4% or $61,247 at 6%; with 100% employer match about $68,903 at 4% or $45,935 at 6%.
D.C. Heller & Company Inc. 401(K) Profit Sharing Plan-4$533,132$22,049$5,512iApproximate average salary by contribution assumption: employee only about $137,806 at 4% or $91,871 at 6%; with 50% employer match about $91,871 at 4% or $61,247 at 6%; with 100% employer match about $68,903 at 4% or $45,935 at 6%.
200812$373,314$52,676$26,338iApproximate average salary by contribution assumption: employee only about $658,450 at 4% or $438,967 at 6%; with 50% employer match about $438,967 at 4% or $292,644 at 6%; with 100% employer match about $329,225 at 4% or $219,483 at 6%.
D.C. Heller & Company Inc. 401(K) Profit Sharing Plan-2$373,314$52,676$26,338iApproximate average salary by contribution assumption: employee only about $658,450 at 4% or $438,967 at 6%; with 50% employer match about $438,967 at 4% or $292,644 at 6%; with 100% employer match about $329,225 at 4% or $219,483 at 6%.
200713$523,491$86,793$28,931iApproximate average salary by contribution assumption: employee only about $723,275 at 4% or $482,183 at 6%; with 50% employer match about $482,183 at 4% or $321,456 at 6%; with 100% employer match about $361,638 at 4% or $241,092 at 6%.
D.C. Heller & Company Inc. 401(K) Profit Sharing Plan-3$523,491$86,793$28,931iApproximate average salary by contribution assumption: employee only about $723,275 at 4% or $482,183 at 6%; with 50% employer match about $482,183 at 4% or $321,456 at 6%; with 100% employer match about $361,638 at 4% or $241,092 at 6%.
200614$398,969$64,310$16,078iApproximate average salary by contribution assumption: employee only about $401,938 at 4% or $267,958 at 6%; with 50% employer match about $267,958 at 4% or $178,639 at 6%; with 100% employer match about $200,969 at 4% or $133,979 at 6%.
D.C. Heller & Company Inc. 401(K) Profit Sharing Plan-4$398,969$64,310$16,078iApproximate average salary by contribution assumption: employee only about $401,938 at 4% or $267,958 at 6%; with 50% employer match about $267,958 at 4% or $178,639 at 6%; with 100% employer match about $200,969 at 4% or $133,979 at 6%.
200514$296,155$61,904$15,476iApproximate average salary by contribution assumption: employee only about $386,900 at 4% or $257,933 at 6%; with 50% employer match about $257,933 at 4% or $171,956 at 6%; with 100% employer match about $193,450 at 4% or $128,967 at 6%.
D.C. Heller & Company Inc. 401(K) Profit Sharing Plan-4$296,155$61,904$15,476iApproximate average salary by contribution assumption: employee only about $386,900 at 4% or $257,933 at 6%; with 50% employer match about $257,933 at 4% or $171,956 at 6%; with 100% employer match about $193,450 at 4% or $128,967 at 6%.
200414$219,530$61,497$15,374iApproximate average salary by contribution assumption: employee only about $384,356 at 4% or $256,238 at 6%; with 50% employer match about $256,238 at 4% or $170,825 at 6%; with 100% employer match about $192,178 at 4% or $128,119 at 6%.
D.C. Heller & Company Inc. 401(K) Profit Sharing Plan-4$219,530$61,497$15,374iApproximate average salary by contribution assumption: employee only about $384,356 at 4% or $256,238 at 6%; with 50% employer match about $256,238 at 4% or $170,825 at 6%; with 100% employer match about $192,178 at 4% or $128,119 at 6%.
200314$142,064$58,419$14,605iApproximate average salary by contribution assumption: employee only about $365,119 at 4% or $243,413 at 6%; with 50% employer match about $243,413 at 4% or $162,275 at 6%; with 100% employer match about $182,559 at 4% or $121,706 at 6%.
D.C. Heller & Company Inc. 401(K) Profit Sharing Plan-4$142,064$58,419$14,605iApproximate average salary by contribution assumption: employee only about $365,119 at 4% or $243,413 at 6%; with 50% employer match about $243,413 at 4% or $162,275 at 6%; with 100% employer match about $182,559 at 4% or $121,706 at 6%.
200214$63,257$38,568$9,642iApproximate average salary by contribution assumption: employee only about $241,050 at 4% or $160,700 at 6%; with 50% employer match about $160,700 at 4% or $107,133 at 6%; with 100% employer match about $120,525 at 4% or $80,350 at 6%.
D.C. Heller & Company Inc. 401(K) Profit Sharing Plan-4$63,257$38,568$9,642iApproximate average salary by contribution assumption: employee only about $241,050 at 4% or $160,700 at 6%; with 50% employer match about $160,700 at 4% or $107,133 at 6%; with 100% employer match about $120,525 at 4% or $80,350 at 6%.