Helene Berger & Associates
Plan context: Helene Berger & Associates 401K/Profit Sharing Plan
EIN 13-3653656 • 6 filings • 2 plans
Current Snapshot
Latest Year
2004
2004 Participants
2
2004 Assets
$346,414
2004 Contributions
$10,496
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 0 | $0 | $0 | - |
| Helene Berger & Associates 401K/Profit Sharing Plan | - | 0 | - | - | - |
| 2003 | 1 | 2 | $346,414 | $10,496 | $5,248iApproximate average salary by contribution assumption: employee only about $131,200 at 4% or $87,467 at 6%; with 50% employer match about $87,467 at 4% or $58,311 at 6%; with 100% employer match about $65,600 at 4% or $43,733 at 6%. |
| Helene Berger & Associates 401K/Profit Sharing Plan | - | 2 | $346,414 | $10,496 | $5,248iApproximate average salary by contribution assumption: employee only about $131,200 at 4% or $87,467 at 6%; with 50% employer match about $87,467 at 4% or $58,311 at 6%; with 100% employer match about $65,600 at 4% or $43,733 at 6%. |
| 2002 | 1 | 4 | $272,479 | $32,097 | $8,024iApproximate average salary by contribution assumption: employee only about $200,606 at 4% or $133,738 at 6%; with 50% employer match about $133,738 at 4% or $89,158 at 6%; with 100% employer match about $100,303 at 4% or $66,869 at 6%. |
| Helene Berger & Associates 401K/Profit Sharing Plan | - | 4 | $272,479 | $32,097 | $8,024iApproximate average salary by contribution assumption: employee only about $200,606 at 4% or $133,738 at 6%; with 50% employer match about $133,738 at 4% or $89,158 at 6%; with 100% employer match about $100,303 at 4% or $66,869 at 6%. |
| 2001 | 1 | 0 | $0 | $0 | - |
| Helene Berger & Associates 401K/Profit Sharing Plan | - | 0 | - | - | - |
| 2000 | 1 | 4 | $311,188 | $22,827 | $5,707iApproximate average salary by contribution assumption: employee only about $142,669 at 4% or $95,113 at 6%; with 50% employer match about $95,113 at 4% or $63,408 at 6%; with 100% employer match about $71,334 at 4% or $47,556 at 6%. |
| Helene Berger & Associates 401K/Profit Sharing Plan | - | 4 | $311,188 | $22,827 | $5,707iApproximate average salary by contribution assumption: employee only about $142,669 at 4% or $95,113 at 6%; with 50% employer match about $95,113 at 4% or $63,408 at 6%; with 100% employer match about $71,334 at 4% or $47,556 at 6%. |
| 1999 | 1 | 4 | $317,017 | $25,931 | $6,483iApproximate average salary by contribution assumption: employee only about $162,069 at 4% or $108,046 at 6%; with 50% employer match about $108,046 at 4% or $72,031 at 6%; with 100% employer match about $81,034 at 4% or $54,023 at 6%. |
| Helene Berger & Associates 401K/Profit Sharing Plan | - | 4 | $317,017 | $25,931 | $6,483iApproximate average salary by contribution assumption: employee only about $162,069 at 4% or $108,046 at 6%; with 50% employer match about $108,046 at 4% or $72,031 at 6%; with 100% employer match about $81,034 at 4% or $54,023 at 6%. |