Henderson, Wetherill, Ohey, & Horsey
Plan context: Direction Retirement Plan for Self-Employed Individuals
EIN 23-1478289 • 6 filings • 4 plans
Current Snapshot
Latest Year
2004
2004 Participants
2
2004 Assets
$643,360
2004 Contributions
$16,389
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 | $16,389 | - |
| Direction Retirement Plan for Self-Employed Individuals | - | 0 | - | $16,389 | - |
| 2003 | 1 | 2 | $643,360 | $15,643 | $7,822iApproximate average salary by contribution assumption: employee only about $195,538 at 4% or $130,358 at 6%; with 50% employer match about $130,358 at 4% or $86,906 at 6%; with 100% employer match about $97,769 at 4% or $65,179 at 6%. |
| Direction Retirement Plan for Self-Employed Individuals | - | 2 | $643,360 | $15,643 | $7,822iApproximate average salary by contribution assumption: employee only about $195,538 at 4% or $130,358 at 6%; with 50% employer match about $130,358 at 4% or $86,906 at 6%; with 100% employer match about $97,769 at 4% or $65,179 at 6%. |
| 2002 | 1 | 2 | $504,476 | $6,622 | $3,311iApproximate average salary by contribution assumption: employee only about $82,775 at 4% or $55,183 at 6%; with 50% employer match about $55,183 at 4% or $36,789 at 6%; with 100% employer match about $41,388 at 4% or $27,592 at 6%. |
| Direction Retirement Plan for Self-Employed Individuals | - | 2 | $504,476 | $6,622 | $3,311iApproximate average salary by contribution assumption: employee only about $82,775 at 4% or $55,183 at 6%; with 50% employer match about $55,183 at 4% or $36,789 at 6%; with 100% employer match about $41,388 at 4% or $27,592 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Direction Retirement Plan for Self-Employed Individuals | - | 3 | - | - | - |
| 2000 | 1 | 2 | $762,322 | $35,234 | $17,617iApproximate average salary by contribution assumption: employee only about $440,425 at 4% or $293,617 at 6%; with 50% employer match about $293,617 at 4% or $195,744 at 6%; with 100% employer match about $220,213 at 4% or $146,808 at 6%. |
| Direction Retirement Plan for Self-Employed Individuals | - | 2 | $762,322 | $35,234 | $17,617iApproximate average salary by contribution assumption: employee only about $440,425 at 4% or $293,617 at 6%; with 50% employer match about $293,617 at 4% or $195,744 at 6%; with 100% employer match about $220,213 at 4% or $146,808 at 6%. |
| 1999 | 1 | 2 | $777,336 | $7,857 | $3,929iApproximate average salary by contribution assumption: employee only about $98,213 at 4% or $65,475 at 6%; with 50% employer match about $65,475 at 4% or $43,650 at 6%; with 100% employer match about $49,106 at 4% or $32,738 at 6%. |
| Direction Retirement Plan for Self-Employed Individuals | - | 2 | $777,336 | $7,857 | $3,929iApproximate average salary by contribution assumption: employee only about $98,213 at 4% or $65,475 at 6%; with 50% employer match about $65,475 at 4% or $43,650 at 6%; with 100% employer match about $49,106 at 4% or $32,738 at 6%. |