Civic Intelligence

Simat, Helliesen & Eichner Inc.

Plan context: Simat, Helliesen & Eichner Inc. 401K Plan

EIN 13-3856734 • 18 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

83

2008 Assets

$8,601,696

2008 Contributions

$831,077

Historical Graphs

Total Assets Over Time

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

$10,954,409$5,477,205$0199920032007YearValue
$8,601,696Latest year 2007

Participants Over Time

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

84420199920032006YearValue
83Latest year 2006

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
200810$0$0-
Simat, Helliesen & Eichner Inc. 401K Plan-0---
200710$8,601,696$831,077-
Simat, Helliesen & Eichner Inc. 401K Plan-0$8,601,696$831,077-
2006283$10,954,409$1,236,950$14,903iApproximate average salary by contribution assumption: employee only about $372,575 at 4% or $248,384 at 6%; with 50% employer match about $248,384 at 4% or $165,589 at 6%; with 100% employer match about $186,288 at 4% or $124,192 at 6%.
Simat, Helliesen & Eichner Inc. 401K Plan-83$7,508,938$909,950$10,963iApproximate average salary by contribution assumption: employee only about $274,081 at 4% or $182,721 at 6%; with 50% employer match about $182,721 at 4% or $121,814 at 6%; with 100% employer match about $137,041 at 4% or $91,360 at 6%.
Simat, Helliesen & Eichner Inc. Employee Stock Ownership Plan-81$3,445,471$327,000$4,037iApproximate average salary by contribution assumption: employee only about $100,926 at 4% or $67,284 at 6%; with 50% employer match about $67,284 at 4% or $44,856 at 6%; with 100% employer match about $50,463 at 4% or $33,642 at 6%.
2005281$8,905,670$1,059,246$13,077iApproximate average salary by contribution assumption: employee only about $326,928 at 4% or $217,952 at 6%; with 50% employer match about $217,952 at 4% or $145,301 at 6%; with 100% employer match about $163,464 at 4% or $108,976 at 6%.
Simat, Helliesen & Eichner Inc. 401K Plan-81$5,998,782$734,246$9,065iApproximate average salary by contribution assumption: employee only about $226,619 at 4% or $151,079 at 6%; with 50% employer match about $151,079 at 4% or $100,720 at 6%; with 100% employer match about $113,310 at 4% or $75,540 at 6%.
Simat, Helliesen & Eichner Inc. Employee Stock Ownership Plan-76$2,906,888$325,000$4,276iApproximate average salary by contribution assumption: employee only about $106,908 at 4% or $71,272 at 6%; with 50% employer match about $71,272 at 4% or $47,515 at 6%; with 100% employer match about $53,454 at 4% or $35,636 at 6%.
2004277$7,879,796$1,049,810$13,634iApproximate average salary by contribution assumption: employee only about $340,847 at 4% or $227,232 at 6%; with 50% employer match about $227,232 at 4% or $151,488 at 6%; with 100% employer match about $170,424 at 4% or $113,616 at 6%.
Simat, Helliesen & Eichner Inc. 401K Plan-77$5,364,611$724,810$9,413iApproximate average salary by contribution assumption: employee only about $235,328 at 4% or $156,885 at 6%; with 50% employer match about $156,885 at 4% or $104,590 at 6%; with 100% employer match about $117,664 at 4% or $78,443 at 6%.
Simat, Helliesen & Eichner Inc. Employee Stock Ownership Plan-67$2,515,185$325,000$4,851iApproximate average salary by contribution assumption: employee only about $121,269 at 4% or $80,846 at 6%; with 50% employer match about $80,846 at 4% or $53,897 at 6%; with 100% employer match about $60,634 at 4% or $40,423 at 6%.
2003267$6,089,398$853,829$12,744iApproximate average salary by contribution assumption: employee only about $318,593 at 4% or $212,395 at 6%; with 50% employer match about $212,395 at 4% or $141,597 at 6%; with 100% employer match about $159,296 at 4% or $106,198 at 6%.
Simat, Helliesen & Eichner Inc. 401K Plan-67$4,098,520$553,829$8,266iApproximate average salary by contribution assumption: employee only about $206,653 at 4% or $137,768 at 6%; with 50% employer match about $137,768 at 4% or $91,846 at 6%; with 100% employer match about $103,326 at 4% or $68,884 at 6%.
Simat, Helliesen & Eichner Inc. Employee Stock Ownership Plan-66$1,990,878$300,000$4,545iApproximate average salary by contribution assumption: employee only about $113,636 at 4% or $75,758 at 6%; with 50% employer match about $75,758 at 4% or $50,505 at 6%; with 100% employer match about $56,818 at 4% or $37,879 at 6%.
2002270$4,521,673$571,438$8,163iApproximate average salary by contribution assumption: employee only about $204,085 at 4% or $136,057 at 6%; with 50% employer match about $136,057 at 4% or $90,704 at 6%; with 100% employer match about $102,043 at 4% or $68,028 at 6%.
Simat, Helliesen & Eichner Inc. 401K Plan-69$3,023,256$471,438$6,832iApproximate average salary by contribution assumption: employee only about $170,811 at 4% or $113,874 at 6%; with 50% employer match about $113,874 at 4% or $75,916 at 6%; with 100% employer match about $85,405 at 4% or $56,937 at 6%.
Simat, Helliesen & Eichner Inc. Employee Stock Ownership Plan-70$1,498,417$100,000$1,429iApproximate average salary by contribution assumption: employee only about $35,714 at 4% or $23,810 at 6%; with 50% employer match about $23,810 at 4% or $15,873 at 6%; with 100% employer match about $17,857 at 4% or $11,905 at 6%.
2001284$1,448,911$0-
Simat, Helliesen & Eichner Inc. Employee Stock Ownership Plan-66$1,448,911--
Simat, Helliesen & Eichner Inc. 401K Plan-84---
2000271$4,476,655$342,556$4,825iApproximate average salary by contribution assumption: employee only about $120,618 at 4% or $80,412 at 6%; with 50% employer match about $80,412 at 4% or $53,608 at 6%; with 100% employer match about $60,309 at 4% or $40,206 at 6%.
Simat, Helliesen & Eichner Inc. 401K Plan-49$2,804,422$342,556$6,991iApproximate average salary by contribution assumption: employee only about $174,773 at 4% or $116,516 at 6%; with 50% employer match about $116,516 at 4% or $77,677 at 6%; with 100% employer match about $87,387 at 4% or $58,258 at 6%.
Simat, Helliesen & Eichner Inc. Employee Stock Ownership Plan-71$1,672,233--
1999256$4,287,149$328,760$5,871iApproximate average salary by contribution assumption: employee only about $146,768 at 4% or $97,845 at 6%; with 50% employer match about $97,845 at 4% or $65,230 at 6%; with 100% employer match about $73,384 at 4% or $48,923 at 6%.
Simat, Helliesen & Eichner Inc. 401K Plan-56$2,983,244$328,760$5,871iApproximate average salary by contribution assumption: employee only about $146,768 at 4% or $97,845 at 6%; with 50% employer match about $97,845 at 4% or $65,230 at 6%; with 100% employer match about $73,384 at 4% or $48,923 at 6%.
Simat, Helliesen & Eichner Inc. Employee Stock Ownership Plan-56$1,303,905--