Civic Intelligence

Hafetz Necheles & Rocco

Plan context: Hafetz Necheles & Rocco Cash Balance Plan

EIN 27-1847227 • New York, NY • 11 filings • 3 plans

10 East 40th Street48th FloorNew York, NY 10016
Current Snapshot

Latest Year

2016

2016 Participants

12

2016 Assets

$3,786,951

2016 Contributions

$811,354

Historical Graphs

Total Assets Over Time

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

$4,433,028$2,216,514$0201020132015YearValue
$3,786,951Latest year 2015

Participants Over Time

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

34170201020132015YearValue
12Latest year 2015

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
201610$0$0-
Hafetz Necheles & Rocco Cash Balance Plan-0$0$0-
2015112$3,786,951$811,354$67,613iApproximate average salary by contribution assumption: employee only about $1,690,321 at 4% or $1,126,881 at 6%; with 50% employer match about $1,126,881 at 4% or $751,254 at 6%; with 100% employer match about $845,160 at 4% or $563,440 at 6%.
Hafetz Necheles & Rocco Cash Balance Plan-12$3,786,951$811,354$67,613iApproximate average salary by contribution assumption: employee only about $1,690,321 at 4% or $1,126,881 at 6%; with 50% employer match about $1,126,881 at 4% or $751,254 at 6%; with 100% employer match about $845,160 at 4% or $563,440 at 6%.
2014110$3,233,432$690,800$69,080iApproximate average salary by contribution assumption: employee only about $1,727,000 at 4% or $1,151,333 at 6%; with 50% employer match about $1,151,333 at 4% or $767,556 at 6%; with 100% employer match about $863,500 at 4% or $575,667 at 6%.
Hafetz Necheles & Rocco Cash Balance Plan-10$3,233,432$690,800$69,080iApproximate average salary by contribution assumption: employee only about $1,727,000 at 4% or $1,151,333 at 6%; with 50% employer match about $1,151,333 at 4% or $767,556 at 6%; with 100% employer match about $863,500 at 4% or $575,667 at 6%.
2013234$4,433,028$773,119$22,739iApproximate average salary by contribution assumption: employee only about $568,470 at 4% or $378,980 at 6%; with 50% employer match about $378,980 at 4% or $252,653 at 6%; with 100% employer match about $284,235 at 4% or $189,490 at 6%.
Hafetz Necheles & Rocco Cash Balance Plan-10$2,484,150$505,000$50,500iApproximate average salary by contribution assumption: employee only about $1,262,500 at 4% or $841,667 at 6%; with 50% employer match about $841,667 at 4% or $561,111 at 6%; with 100% employer match about $631,250 at 4% or $420,833 at 6%.
HAFETZ NECHELES & ROCCO 401(K) PROFIT SHARING PLAN-34$1,948,878$268,119$7,886iApproximate average salary by contribution assumption: employee only about $197,146 at 4% or $131,431 at 6%; with 50% employer match about $131,431 at 4% or $87,621 at 6%; with 100% employer match about $98,573 at 4% or $65,715 at 6%.
2012234$3,607,099$948,597$27,900iApproximate average salary by contribution assumption: employee only about $697,498 at 4% or $464,999 at 6%; with 50% employer match about $464,999 at 4% or $309,999 at 6%; with 100% employer match about $348,749 at 4% or $232,499 at 6%.
Hafetz Necheles & Rocco Cash Balance Plan-16$1,829,117$659,031$41,189iApproximate average salary by contribution assumption: employee only about $1,029,736 at 4% or $686,491 at 6%; with 50% employer match about $686,491 at 4% or $457,660 at 6%; with 100% employer match about $514,868 at 4% or $343,245 at 6%.
HAFETZ NECHELES & ROCCO 401(K) PROFIT SHARING PLAN-34$1,777,982$289,566$8,517iApproximate average salary by contribution assumption: employee only about $212,916 at 4% or $141,944 at 6%; with 50% employer match about $141,944 at 4% or $94,629 at 6%; with 100% employer match about $106,458 at 4% or $70,972 at 6%.
2011230$2,474,052$865,920$28,864iApproximate average salary by contribution assumption: employee only about $721,600 at 4% or $481,067 at 6%; with 50% employer match about $481,067 at 4% or $320,711 at 6%; with 100% employer match about $360,800 at 4% or $240,533 at 6%.
HAFETZ NECHELES & ROCCO 401(K) PROFIT SHARING PLAN-30$1,389,271$248,734$8,291iApproximate average salary by contribution assumption: employee only about $207,278 at 4% or $138,186 at 6%; with 50% employer match about $138,186 at 4% or $92,124 at 6%; with 100% employer match about $103,639 at 4% or $69,093 at 6%.
Hafetz Necheles & Rocco Cash Balance Plan-14$1,084,781$617,186$44,085iApproximate average salary by contribution assumption: employee only about $1,102,118 at 4% or $734,745 at 6%; with 50% employer match about $734,745 at 4% or $489,830 at 6%; with 100% employer match about $551,059 at 4% or $367,373 at 6%.
2010230$1,715,720$736,473$24,549iApproximate average salary by contribution assumption: employee only about $613,728 at 4% or $409,152 at 6%; with 50% employer match about $409,152 at 4% or $272,768 at 6%; with 100% employer match about $306,864 at 4% or $204,576 at 6%.
HAFETZ NECHELES & ROCCO 401(K) PROFIT SHARING PLAN-30$1,232,569$253,322$8,444iApproximate average salary by contribution assumption: employee only about $211,102 at 4% or $140,734 at 6%; with 50% employer match about $140,734 at 4% or $93,823 at 6%; with 100% employer match about $105,551 at 4% or $70,367 at 6%.
Hafetz Necheles & Rocco Cash Balance Plan-8$483,151$483,151$60,394iApproximate average salary by contribution assumption: employee only about $1,509,847 at 4% or $1,006,565 at 6%; with 50% employer match about $1,006,565 at 4% or $671,043 at 6%; with 100% employer match about $754,923 at 4% or $503,282 at 6%.