Halbert, Katz & Co. PC.
Plan context: Halbert, Katz & Co. PC. 401K Savings Plan
EIN 23-2214299 • 3 filings • 1 plans
Current Snapshot
Latest Year
2001
2001 Participants
15
2001 Assets
$4,174,782
2001 Contributions
$141,215
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 |
|---|---|---|---|---|---|
| 2001 | 1 | 0 | $0 | $0 | - |
| Halbert, Katz & Co. PC. 401K Savings Plan | - | 0 | - | - | - |
| 2000 | 1 | 15 | $4,174,782 | $0 | - |
| Halbert, Katz & Co. PC. 401K Savings Plan | - | 15 | $4,174,782 | - | - |
| 1999 | 1 | 15 | $4,490,230 | $141,215 | $9,414iApproximate average salary by contribution assumption: employee only about $235,358 at 4% or $156,906 at 6%; with 50% employer match about $156,906 at 4% or $104,604 at 6%; with 100% employer match about $117,679 at 4% or $78,453 at 6%. |
| Halbert, Katz & Co. PC. 401K Savings Plan | - | 15 | $4,490,230 | $141,215 | $9,414iApproximate average salary by contribution assumption: employee only about $235,358 at 4% or $156,906 at 6%; with 50% employer match about $156,906 at 4% or $104,604 at 6%; with 100% employer match about $117,679 at 4% or $78,453 at 6%. |