Heller & Spenard LLC
Plan context: Heller Spenard LLC 401 K Profit Sharing Plan Trust
EIN 27-2604191 • Sand Lake, NY • 7 filings • 2 plans
Current Snapshot
Latest Year
2019
2019 Participants
3
2019 Assets
$439,368
2019 Contributions
$57,001
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $57,001 | - |
| Heller Spenard LLC 401 K Profit Sharing Plan Trust | - | 0 | $0 | $57,001 | - |
| 2018 | 1 | 3 | $439,368 | $55,243 | $18,414iApproximate average salary by contribution assumption: employee only about $460,358 at 4% or $306,906 at 6%; with 50% employer match about $306,906 at 4% or $204,604 at 6%; with 100% employer match about $230,179 at 4% or $153,453 at 6%. |
| Heller Spenard LLC 401 K Profit Sharing Plan Trust | - | 3 | $439,368 | $55,243 | $18,414iApproximate average salary by contribution assumption: employee only about $460,358 at 4% or $306,906 at 6%; with 50% employer match about $306,906 at 4% or $204,604 at 6%; with 100% employer match about $230,179 at 4% or $153,453 at 6%. |
| 2017 | 1 | 3 | $395,492 | $47,685 | $15,895iApproximate average salary by contribution assumption: employee only about $397,375 at 4% or $264,917 at 6%; with 50% employer match about $264,917 at 4% or $176,611 at 6%; with 100% employer match about $198,688 at 4% or $132,458 at 6%. |
| Heller Spenard LLC 401 K Profit Sharing Plan Trust | - | 3 | $395,492 | $47,685 | $15,895iApproximate average salary by contribution assumption: employee only about $397,375 at 4% or $264,917 at 6%; with 50% employer match about $264,917 at 4% or $176,611 at 6%; with 100% employer match about $198,688 at 4% or $132,458 at 6%. |
| 2016 | 1 | 3 | $276,703 | $52,086 | $17,362iApproximate average salary by contribution assumption: employee only about $434,050 at 4% or $289,367 at 6%; with 50% employer match about $289,367 at 4% or $192,911 at 6%; with 100% employer match about $217,025 at 4% or $144,683 at 6%. |
| Heller Spenard LLC 401 K Profit Sharing Plan Trust | - | 3 | $276,703 | $52,086 | $17,362iApproximate average salary by contribution assumption: employee only about $434,050 at 4% or $289,367 at 6%; with 50% employer match about $289,367 at 4% or $192,911 at 6%; with 100% employer match about $217,025 at 4% or $144,683 at 6%. |
| 2015 | 1 | 3 | $210,258 | $136,103 | $45,368iApproximate average salary by contribution assumption: employee only about $1,134,192 at 4% or $756,128 at 6%; with 50% employer match about $756,128 at 4% or $504,085 at 6%; with 100% employer match about $567,096 at 4% or $378,064 at 6%. |
| Heller Spenard LLC 401 K Profit Sharing Plan Trust | - | 3 | $210,258 | $136,103 | $45,368iApproximate average salary by contribution assumption: employee only about $1,134,192 at 4% or $756,128 at 6%; with 50% employer match about $756,128 at 4% or $504,085 at 6%; with 100% employer match about $567,096 at 4% or $378,064 at 6%. |
| 2014 | 1 | 3 | $84,669 | $49,507 | $16,502iApproximate average salary by contribution assumption: employee only about $412,558 at 4% or $275,039 at 6%; with 50% employer match about $275,039 at 4% or $183,359 at 6%; with 100% employer match about $206,279 at 4% or $137,519 at 6%. |
| Heller Spenard LLC 401 K Profit Sharing Plan Trust | - | 3 | $84,669 | $49,507 | $16,502iApproximate average salary by contribution assumption: employee only about $412,558 at 4% or $275,039 at 6%; with 50% employer match about $275,039 at 4% or $183,359 at 6%; with 100% employer match about $206,279 at 4% or $137,519 at 6%. |
| 2013 | 1 | 2 | $33,554 | $33,210 | $16,605iApproximate average salary by contribution assumption: employee only about $415,125 at 4% or $276,750 at 6%; with 50% employer match about $276,750 at 4% or $184,500 at 6%; with 100% employer match about $207,563 at 4% or $138,375 at 6%. |
| Heller Spenard LLC 401 K Profit Sharing Plan Trust | - | 2 | $33,554 | $33,210 | $16,605iApproximate average salary by contribution assumption: employee only about $415,125 at 4% or $276,750 at 6%; with 50% employer match about $276,750 at 4% or $184,500 at 6%; with 100% employer match about $207,563 at 4% or $138,375 at 6%. |