Civic Intelligence

Heller & Meersand, D.D.S.

Plan context: Heller & Meersand, D.D.S. Retirement Plan

EIN 13-3783542 • 40 filings • 4 plans

Current Snapshot

Latest Year

2020

2020 Participants

4

2020 Assets

$1,374,494

2020 Contributions

$36,317

Historical Graphs

Total Assets Over Time

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

$2,920,959$1,460,480$0199920112019YearValue
$1,374,494Latest year 2019

Participants Over Time

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

1580199920092019YearValue
4Latest year 2019

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
202010$0$0-
Heller & Meersand, D.D.S. Retirement Plan-0---
201914$1,374,494$0-
Heller & Meersand, D.D.S. Retirement Plan-4$1,374,494--
201824$1,224,072$0-
Heller & Meersand, D.D.S. Retirement Plan-4$1,224,072--
Heller & Meersand, Dds Defined Benefit Plan-0---
201724$2,920,959$36,317$9,079iApproximate average salary by contribution assumption: employee only about $226,981 at 4% or $151,321 at 6%; with 50% employer match about $151,321 at 4% or $100,881 at 6%; with 100% employer match about $113,491 at 4% or $75,660 at 6%.
Heller & Meersand, Dds Defined Benefit Plan-2$1,717,837$36,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Heller & Meersand, D.D.S. Retirement Plan-4$1,203,122$317$79iApproximate average salary by contribution assumption: employee only about $1,981 at 4% or $1,321 at 6%; with 50% employer match about $1,321 at 4% or $881 at 6%; with 100% employer match about $991 at 4% or $660 at 6%.
201624$2,780,107$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Heller & Meersand, Dds Defined Benefit Plan-2$1,653,565$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Heller & Meersand, D.D.S. Retirement Plan-4$1,126,542--
201525$2,696,305$50,000$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%.
Heller & Meersand, Dds Defined Benefit Plan-2$1,603,132$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Heller & Meersand, D.D.S. Retirement Plan-5$1,093,173--
201424$2,625,509$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Heller & Meersand, Dds Defined Benefit Plan-2$1,550,233$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Heller & Meersand, D.D.S. Retirement Plan-4$1,075,276--
201324$2,530,378$65,000$16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%.
Heller & Meersand, Dds Defined Benefit Plan-2$1,490,530$65,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
Heller & Meersand, D.D.S. Retirement Plan-4$1,039,848--
201224$2,392,124$176,143$44,036iApproximate average salary by contribution assumption: employee only about $1,100,894 at 4% or $733,929 at 6%; with 50% employer match about $733,929 at 4% or $489,286 at 6%; with 100% employer match about $550,447 at 4% or $366,965 at 6%.
Heller & Meersand, Dds Defined Benefit Plan-2$1,408,037$27,500$13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%.
Heller & Meersand, D.D.S. Retirement Plan-4$984,087$148,643$37,161iApproximate average salary by contribution assumption: employee only about $929,019 at 4% or $619,346 at 6%; with 50% employer match about $619,346 at 4% or $412,897 at 6%; with 100% employer match about $464,509 at 4% or $309,673 at 6%.
201125$2,157,391$80,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
Heller & Meersand, Dds Defined Benefit Plan-2$1,364,048$80,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Heller & Meersand, D.D.S. Retirement Plan-5$793,343--
201027$2,085,113$107,500$15,357iApproximate average salary by contribution assumption: employee only about $383,929 at 4% or $255,952 at 6%; with 50% employer match about $255,952 at 4% or $170,635 at 6%; with 100% employer match about $191,964 at 4% or $127,976 at 6%.
Heller & Meersand, Dds Defined Benefit Plan-2$1,291,287$107,500$53,750iApproximate average salary by contribution assumption: employee only about $1,343,750 at 4% or $895,833 at 6%; with 50% employer match about $895,833 at 4% or $597,222 at 6%; with 100% employer match about $671,875 at 4% or $447,917 at 6%.
Heller & Meersand, D.D.S. Retirement Plan-7$793,826--
2009210$1,937,816$110,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
Heller & Meersand, Dds Defined Benefit Plan-2$1,171,335$110,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
Heller & Meersand, D.D.S. Retirement Plan-10$766,481--
200829$0$0-
Heller & Meersand, Dds Defined Benefit Plan-2---
Heller & Meersand, D.D.S. Retirement Plan-9---
200729$0$0-
Heller & Meersand, D.D.S. Retirement Plan-9---
Heller & Meersand, Dds Defined Benefit Plan-2---
2006215$1,489,480$136,429$9,095iApproximate average salary by contribution assumption: employee only about $227,382 at 4% or $151,588 at 6%; with 50% employer match about $151,588 at 4% or $101,059 at 6%; with 100% employer match about $113,691 at 4% or $75,794 at 6%.
Heller & Meersand, Dds Defined Benefit Plan-2$762,214$134,813$67,407iApproximate average salary by contribution assumption: employee only about $1,685,163 at 4% or $1,123,442 at 6%; with 50% employer match about $1,123,442 at 4% or $748,961 at 6%; with 100% employer match about $842,581 at 4% or $561,721 at 6%.
Heller & Meersand, D.D.S. Retirement Plan-15$727,266$1,616$108iApproximate average salary by contribution assumption: employee only about $2,693 at 4% or $1,796 at 6%; with 50% employer match about $1,796 at 4% or $1,197 at 6%; with 100% employer match about $1,347 at 4% or $898 at 6%.
200529$1,283,689$135,261$15,029iApproximate average salary by contribution assumption: employee only about $375,725 at 4% or $250,483 at 6%; with 50% employer match about $250,483 at 4% or $166,989 at 6%; with 100% employer match about $187,863 at 4% or $125,242 at 6%.
Heller & Meersand, D.D.S. Retirement Plan-9$684,132$3,158$351iApproximate average salary by contribution assumption: employee only about $8,772 at 4% or $5,848 at 6%; with 50% employer match about $5,848 at 4% or $3,899 at 6%; with 100% employer match about $4,386 at 4% or $2,924 at 6%.
Heller & Meersand, Dds Defined Benefit Plan-2$599,557$132,103$66,052iApproximate average salary by contribution assumption: employee only about $1,651,288 at 4% or $1,100,858 at 6%; with 50% employer match about $1,100,858 at 4% or $733,906 at 6%; with 100% employer match about $825,644 at 4% or $550,429 at 6%.
2004215$1,117,032$136,363$9,091iApproximate average salary by contribution assumption: employee only about $227,272 at 4% or $151,514 at 6%; with 50% employer match about $151,514 at 4% or $101,010 at 6%; with 100% employer match about $113,636 at 4% or $75,757 at 6%.
Heller & Meersand, D.D.S. Retirement Plan-15$662,248$7,848$523iApproximate average salary by contribution assumption: employee only about $13,080 at 4% or $8,720 at 6%; with 50% employer match about $8,720 at 4% or $5,813 at 6%; with 100% employer match about $6,540 at 4% or $4,360 at 6%.
Heller & Meersand, Dds Defined Benefit Plan-0$454,784$128,515-
2003212$899,522$117,704$9,809iApproximate average salary by contribution assumption: employee only about $245,217 at 4% or $163,478 at 6%; with 50% employer match about $163,478 at 4% or $108,985 at 6%; with 100% employer match about $122,608 at 4% or $81,739 at 6%.
Heller & Meersand, D.D.S. Retirement Plan-12$568,923$6,287$524iApproximate average salary by contribution assumption: employee only about $13,098 at 4% or $8,732 at 6%; with 50% employer match about $8,732 at 4% or $5,821 at 6%; with 100% employer match about $6,549 at 4% or $4,366 at 6%.
Heller & Meersand, Dds Defined Benefit Plan-2$330,599$111,417$55,709iApproximate average salary by contribution assumption: employee only about $1,392,713 at 4% or $928,475 at 6%; with 50% employer match about $928,475 at 4% or $618,983 at 6%; with 100% employer match about $696,356 at 4% or $464,238 at 6%.
200229$217,384$116,858$12,984iApproximate average salary by contribution assumption: employee only about $324,606 at 4% or $216,404 at 6%; with 50% employer match about $216,404 at 4% or $144,269 at 6%; with 100% employer match about $162,303 at 4% or $108,202 at 6%.
Heller & Meersand, Dds Defined Benefit Plan-2$217,384$116,858$58,429iApproximate average salary by contribution assumption: employee only about $1,460,725 at 4% or $973,817 at 6%; with 50% employer match about $973,817 at 4% or $649,211 at 6%; with 100% employer match about $730,363 at 4% or $486,908 at 6%.
Heller & Meersand, D.D.S. Retirement Plan-9---
200129$0$0-
Heller & Meersand, Dds Defined Benefit Plan-2---
Heller & Meersand, D.D.S. Retirement Plan-9---
2000110$524,347$56,795$5,680iApproximate average salary by contribution assumption: employee only about $141,988 at 4% or $94,658 at 6%; with 50% employer match about $94,658 at 4% or $63,106 at 6%; with 100% employer match about $70,994 at 4% or $47,329 at 6%.
Heller & Meersand, D.D.S. Retirement Plan-10$524,347$56,795$5,680iApproximate average salary by contribution assumption: employee only about $141,988 at 4% or $94,658 at 6%; with 50% employer match about $94,658 at 4% or $63,106 at 6%; with 100% employer match about $70,994 at 4% or $47,329 at 6%.
1999112$507,706$64,201$5,350iApproximate average salary by contribution assumption: employee only about $133,752 at 4% or $89,168 at 6%; with 50% employer match about $89,168 at 4% or $59,445 at 6%; with 100% employer match about $66,876 at 4% or $44,584 at 6%.
Heller & Meersand, D.D.S. Retirement Plan-12$507,706$64,201$5,350iApproximate average salary by contribution assumption: employee only about $133,752 at 4% or $89,168 at 6%; with 50% employer match about $89,168 at 4% or $59,445 at 6%; with 100% employer match about $66,876 at 4% or $44,584 at 6%.