Civic Intelligence

Heiress Records

Plan context: Heiress Records Profit Sharing Plan

EIN 20-0704840 • Carlsbad, CA • 9 filings • 1 plans

C/O Hamner And Associates, Pc1901 Camino Vida Roble, Suite 205Carlsbad, CA 92008
Current Snapshot

Latest Year

2014

2014 Participants

5

2014 Assets

$619,995

2014 Contributions

$64,453

Historical Graphs

Total Assets Over Time

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

$619,995$309,998$0200620112014YearValue
$619,995Latest year 2014

Participants Over Time

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

530200620102014YearValue
5Latest year 2014

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
201415$619,995$64,453$12,891iApproximate average salary by contribution assumption: employee only about $322,265 at 4% or $214,843 at 6%; with 50% employer match about $214,843 at 4% or $143,229 at 6%; with 100% employer match about $161,133 at 4% or $107,422 at 6%.
Heiress Records Profit Sharing Plan-5$619,995$64,453$12,891iApproximate average salary by contribution assumption: employee only about $322,265 at 4% or $214,843 at 6%; with 50% employer match about $214,843 at 4% or $143,229 at 6%; with 100% employer match about $161,133 at 4% or $107,422 at 6%.
201314$552,330$78,646$19,662iApproximate average salary by contribution assumption: employee only about $491,538 at 4% or $327,692 at 6%; with 50% employer match about $327,692 at 4% or $218,461 at 6%; with 100% employer match about $245,769 at 4% or $163,846 at 6%.
Heiress Records Profit Sharing Plan-4$552,330$78,646$19,662iApproximate average salary by contribution assumption: employee only about $491,538 at 4% or $327,692 at 6%; with 50% employer match about $327,692 at 4% or $218,461 at 6%; with 100% employer match about $245,769 at 4% or $163,846 at 6%.
201214$453,979$80,830$20,208iApproximate average salary by contribution assumption: employee only about $505,188 at 4% or $336,792 at 6%; with 50% employer match about $336,792 at 4% or $224,528 at 6%; with 100% employer match about $252,594 at 4% or $168,396 at 6%.
Heiress Records Profit Sharing Plan-4$453,979$80,830$20,208iApproximate average salary by contribution assumption: employee only about $505,188 at 4% or $336,792 at 6%; with 50% employer match about $336,792 at 4% or $224,528 at 6%; with 100% employer match about $252,594 at 4% or $168,396 at 6%.
201112$359,170$61,677$30,839iApproximate average salary by contribution assumption: employee only about $770,963 at 4% or $513,975 at 6%; with 50% employer match about $513,975 at 4% or $342,650 at 6%; with 100% employer match about $385,481 at 4% or $256,988 at 6%.
Heiress Records Profit Sharing Plan-2$359,170$61,677$30,839iApproximate average salary by contribution assumption: employee only about $770,963 at 4% or $513,975 at 6%; with 50% employer match about $513,975 at 4% or $342,650 at 6%; with 100% employer match about $385,481 at 4% or $256,988 at 6%.
201012$311,039$41,524$20,762iApproximate average salary by contribution assumption: employee only about $519,050 at 4% or $346,033 at 6%; with 50% employer match about $346,033 at 4% or $230,689 at 6%; with 100% employer match about $259,525 at 4% or $173,017 at 6%.
Heiress Records Profit Sharing Plan-2$311,039$41,524$20,762iApproximate average salary by contribution assumption: employee only about $519,050 at 4% or $346,033 at 6%; with 50% employer match about $346,033 at 4% or $230,689 at 6%; with 100% employer match about $259,525 at 4% or $173,017 at 6%.
200911$261,011$49,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
Heiress Records Profit Sharing Plan-1$261,011$49,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
200811$0$0-
Heiress Records Profit Sharing Plan-1---
200711$0$0-
Heiress Records Profit Sharing Plan-1---
200611$44,000$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
Heiress Records Profit Sharing Plan-1$44,000$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
Heiress Records | EIN 20-0704840 | 2014 Form 5500 Company Profile