Civic Intelligence

Halprin Inc

Plan context: Halprin Inc 401K Profit Sharing Plan & Trust

EIN 16-1325447 • Canandaigua, NY • 20 filings • 5 plans

2375 State Route 332 Ste 1000Canandaigua, NY 14424-7519
Current Snapshot

Latest Year

2019

2019 Participants

33

2019 Assets

$299,489

2019 Contributions

$36,377

Historical Graphs

Total Assets Over Time

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

$448,314$224,157$0199920102018YearValue
$299,489Latest year 2018

Participants Over Time

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

36180199920092018YearValue
33Latest year 2018

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
201910$0$0-
Halprin Inc 401K Profit Sharing Plan & Trust-0$0$0-
2018133$299,489$36,377$1,102iApproximate average salary by contribution assumption: employee only about $27,558 at 4% or $18,372 at 6%; with 50% employer match about $18,372 at 4% or $12,248 at 6%; with 100% employer match about $13,779 at 4% or $9,186 at 6%.
Halprin Inc 401K Profit Sharing Plan & Trust-33$299,489$36,377$1,102iApproximate average salary by contribution assumption: employee only about $27,558 at 4% or $18,372 at 6%; with 50% employer match about $18,372 at 4% or $12,248 at 6%; with 100% employer match about $13,779 at 4% or $9,186 at 6%.
2017134$448,314$50,234$1,477iApproximate average salary by contribution assumption: employee only about $36,937 at 4% or $24,625 at 6%; with 50% employer match about $24,625 at 4% or $16,416 at 6%; with 100% employer match about $18,468 at 4% or $12,312 at 6%.
Halprin Inc 401K Profit Sharing Plan & Trust-34$448,314$50,234$1,477iApproximate average salary by contribution assumption: employee only about $36,937 at 4% or $24,625 at 6%; with 50% employer match about $24,625 at 4% or $16,416 at 6%; with 100% employer match about $18,468 at 4% or $12,312 at 6%.
2016135$443,428$47,992$1,371iApproximate average salary by contribution assumption: employee only about $34,280 at 4% or $22,853 at 6%; with 50% employer match about $22,853 at 4% or $15,236 at 6%; with 100% employer match about $17,140 at 4% or $11,427 at 6%.
Halprin Inc 401K Profit Sharing Plan & Trust-35$443,428$47,992$1,371iApproximate average salary by contribution assumption: employee only about $34,280 at 4% or $22,853 at 6%; with 50% employer match about $22,853 at 4% or $15,236 at 6%; with 100% employer match about $17,140 at 4% or $11,427 at 6%.
2015127$377,753$48,066$1,780iApproximate average salary by contribution assumption: employee only about $44,506 at 4% or $29,670 at 6%; with 50% employer match about $29,670 at 4% or $19,780 at 6%; with 100% employer match about $22,253 at 4% or $14,835 at 6%.
Halprin Inc 401K Profit Sharing Plan & Trust-27$377,753$48,066$1,780iApproximate average salary by contribution assumption: employee only about $44,506 at 4% or $29,670 at 6%; with 50% employer match about $29,670 at 4% or $19,780 at 6%; with 100% employer match about $22,253 at 4% or $14,835 at 6%.
2014132$338,508$49,137$1,536iApproximate average salary by contribution assumption: employee only about $38,388 at 4% or $25,592 at 6%; with 50% employer match about $25,592 at 4% or $17,061 at 6%; with 100% employer match about $19,194 at 4% or $12,796 at 6%.
Halprin Inc 401K Profit Sharing Plan & Trust-32$338,508$49,137$1,536iApproximate average salary by contribution assumption: employee only about $38,388 at 4% or $25,592 at 6%; with 50% employer match about $25,592 at 4% or $17,061 at 6%; with 100% employer match about $19,194 at 4% or $12,796 at 6%.
2013125$281,196$48,156$1,926iApproximate average salary by contribution assumption: employee only about $48,156 at 4% or $32,104 at 6%; with 50% employer match about $32,104 at 4% or $21,403 at 6%; with 100% employer match about $24,078 at 4% or $16,052 at 6%.
Halprin Inc 401K Profit Sharing Plan & Trust-25$281,196$48,156$1,926iApproximate average salary by contribution assumption: employee only about $48,156 at 4% or $32,104 at 6%; with 50% employer match about $32,104 at 4% or $21,403 at 6%; with 100% employer match about $24,078 at 4% or $16,052 at 6%.
2012136$267,368$45,287$1,258iApproximate average salary by contribution assumption: employee only about $31,449 at 4% or $20,966 at 6%; with 50% employer match about $20,966 at 4% or $13,977 at 6%; with 100% employer match about $15,725 at 4% or $10,483 at 6%.
Halprin Inc 401K Profit Sharing Plan & Trust-36$267,368$45,287$1,258iApproximate average salary by contribution assumption: employee only about $31,449 at 4% or $20,966 at 6%; with 50% employer match about $20,966 at 4% or $13,977 at 6%; with 100% employer match about $15,725 at 4% or $10,483 at 6%.
2011136$216,748$36,385$1,011iApproximate average salary by contribution assumption: employee only about $25,267 at 4% or $16,845 at 6%; with 50% employer match about $16,845 at 4% or $11,230 at 6%; with 100% employer match about $12,634 at 4% or $8,422 at 6%.
Halprin Inc 401K Profit Sharing Plan & Trust-36$216,748$36,385$1,011iApproximate average salary by contribution assumption: employee only about $25,267 at 4% or $16,845 at 6%; with 50% employer match about $16,845 at 4% or $11,230 at 6%; with 100% employer match about $12,634 at 4% or $8,422 at 6%.
2010127$198,337$26,911$997iApproximate average salary by contribution assumption: employee only about $24,918 at 4% or $16,612 at 6%; with 50% employer match about $16,612 at 4% or $11,074 at 6%; with 100% employer match about $12,459 at 4% or $8,306 at 6%.
Halprin Inc 401K Profit Sharing Plan & Trust-27$198,337$26,911$997iApproximate average salary by contribution assumption: employee only about $24,918 at 4% or $16,612 at 6%; with 50% employer match about $16,612 at 4% or $11,074 at 6%; with 100% employer match about $12,459 at 4% or $8,306 at 6%.
2009122$331,485$30,946$1,407iApproximate average salary by contribution assumption: employee only about $35,166 at 4% or $23,444 at 6%; with 50% employer match about $23,444 at 4% or $15,629 at 6%; with 100% employer match about $17,583 at 4% or $11,722 at 6%.
Halprin Inc 401K Profit Sharing Plan & Trust-22$331,485$30,946$1,407iApproximate average salary by contribution assumption: employee only about $35,166 at 4% or $23,444 at 6%; with 50% employer match about $23,444 at 4% or $15,629 at 6%; with 100% employer match about $17,583 at 4% or $11,722 at 6%.
2008122$262,562$35,238$1,602iApproximate average salary by contribution assumption: employee only about $40,043 at 4% or $26,695 at 6%; with 50% employer match about $26,695 at 4% or $17,797 at 6%; with 100% employer match about $20,022 at 4% or $13,348 at 6%.
Halprin Inc 401K Profit Sharing Plan & Trust-22$262,562$35,238$1,602iApproximate average salary by contribution assumption: employee only about $40,043 at 4% or $26,695 at 6%; with 50% employer match about $26,695 at 4% or $17,797 at 6%; with 100% employer match about $20,022 at 4% or $13,348 at 6%.
2007122$0$0-
Halprin Inc 401K Profit Sharing Plan & Trust-22---
2006126$253,907$38,017$1,462iApproximate average salary by contribution assumption: employee only about $36,555 at 4% or $24,370 at 6%; with 50% employer match about $24,370 at 4% or $16,247 at 6%; with 100% employer match about $18,277 at 4% or $12,185 at 6%.
Halprin Inc 401K Profit Sharing Plan & Trust-26$253,907$38,017$1,462iApproximate average salary by contribution assumption: employee only about $36,555 at 4% or $24,370 at 6%; with 50% employer match about $24,370 at 4% or $16,247 at 6%; with 100% employer match about $18,277 at 4% or $12,185 at 6%.
2005122$194,558$33,222$1,510iApproximate average salary by contribution assumption: employee only about $37,752 at 4% or $25,168 at 6%; with 50% employer match about $25,168 at 4% or $16,779 at 6%; with 100% employer match about $18,876 at 4% or $12,584 at 6%.
Halprin Inc 401K Profit Sharing Plan & Trust-22$194,558$33,222$1,510iApproximate average salary by contribution assumption: employee only about $37,752 at 4% or $25,168 at 6%; with 50% employer match about $25,168 at 4% or $16,779 at 6%; with 100% employer match about $18,876 at 4% or $12,584 at 6%.
2004117$167,548$24,640$1,449iApproximate average salary by contribution assumption: employee only about $36,235 at 4% or $24,157 at 6%; with 50% employer match about $24,157 at 4% or $16,105 at 6%; with 100% employer match about $18,118 at 4% or $12,078 at 6%.
Halprin Inc 401K Profit Sharing Plan & Trust-17$167,548$24,640$1,449iApproximate average salary by contribution assumption: employee only about $36,235 at 4% or $24,157 at 6%; with 50% employer match about $24,157 at 4% or $16,105 at 6%; with 100% employer match about $18,118 at 4% or $12,078 at 6%.
2002115$229,093$50,867$3,391iApproximate average salary by contribution assumption: employee only about $84,778 at 4% or $56,519 at 6%; with 50% employer match about $56,519 at 4% or $37,679 at 6%; with 100% employer match about $42,389 at 4% or $28,259 at 6%.
Halprin Inc 401K Profit Sharing Plan & Trust-15$229,093$50,867$3,391iApproximate average salary by contribution assumption: employee only about $84,778 at 4% or $56,519 at 6%; with 50% employer match about $56,519 at 4% or $37,679 at 6%; with 100% employer match about $42,389 at 4% or $28,259 at 6%.
2001115$227,440$48,375$3,225iApproximate average salary by contribution assumption: employee only about $80,625 at 4% or $53,750 at 6%; with 50% employer match about $53,750 at 4% or $35,833 at 6%; with 100% employer match about $40,313 at 4% or $26,875 at 6%.
Halprin Inc 401K Profit Sharing Plan & Trust-15$227,440$48,375$3,225iApproximate average salary by contribution assumption: employee only about $80,625 at 4% or $53,750 at 6%; with 50% employer match about $53,750 at 4% or $35,833 at 6%; with 100% employer match about $40,313 at 4% or $26,875 at 6%.
2000115$196,460$48,198$3,213iApproximate average salary by contribution assumption: employee only about $80,330 at 4% or $53,553 at 6%; with 50% employer match about $53,553 at 4% or $35,702 at 6%; with 100% employer match about $40,165 at 4% or $26,777 at 6%.
Halprin Inc 401K Profit Sharing Plan & Trust-15$196,460$48,198$3,213iApproximate average salary by contribution assumption: employee only about $80,330 at 4% or $53,553 at 6%; with 50% employer match about $53,553 at 4% or $35,702 at 6%; with 100% employer match about $40,165 at 4% or $26,777 at 6%.
1999113$170,371$40,221$3,094iApproximate average salary by contribution assumption: employee only about $77,348 at 4% or $51,565 at 6%; with 50% employer match about $51,565 at 4% or $34,377 at 6%; with 100% employer match about $38,674 at 4% or $25,783 at 6%.
Halprin Inc 401K Profit Sharing Plan & Trust-13$170,371$40,221$3,094iApproximate average salary by contribution assumption: employee only about $77,348 at 4% or $51,565 at 6%; with 50% employer match about $51,565 at 4% or $34,377 at 6%; with 100% employer match about $38,674 at 4% or $25,783 at 6%.