Heller Real Estate Group Inc.
Plan context: Heller Real Estate Group Inc. Profit Sharing Plan
EIN 33-0660408 • Encinitas, CA • 17 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$2,539,276
2024 Contributions
$63,297
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 1 | $2,539,276 | $0 | - |
| Heller Real Estate Group Inc. Profit Sharing Plan | - | 1 | $2,539,276 | - | - |
| 2023 | 1 | 1 | $2,426,952 | $0 | - |
| Heller Real Estate Group Inc. Profit Sharing Plan | - | 1 | $2,426,952 | - | - |
| 2022 | 1 | 1 | $2,177,734 | $0 | - |
| Heller Real Estate Group Inc. Profit Sharing Plan | - | 1 | $2,177,734 | - | - |
| 2021 | 1 | 2 | $2,346,425 | $0 | - |
| Heller Real Estate Group Inc. Profit Sharing Plan | - | 2 | $2,346,425 | - | - |
| 2020 | 1 | 2 | $1,896,649 | $0 | - |
| Heller Real Estate Group Inc. Profit Sharing Plan | - | 2 | $1,896,649 | - | - |
| 2019 | 1 | 2 | $1,742,176 | $0 | - |
| Heller Real Estate Group Inc. Profit Sharing Plan | - | 2 | $1,742,176 | - | - |
| 2018 | 1 | 2 | $1,528,713 | $0 | - |
| Heller Real Estate Group Inc. Profit Sharing Plan | - | 2 | $1,528,713 | - | - |
| 2017 | 1 | 2 | $1,428,619 | $0 | - |
| Heller Real Estate Group Inc. Profit Sharing Plan | - | 2 | $1,428,619 | - | - |
| 2016 | 1 | 2 | $1,070,329 | $0 | - |
| Heller Real Estate Group Inc. Profit Sharing Plan | - | 2 | $1,070,329 | - | - |
| 2015 | 1 | 3 | $1,031,127 | $0 | - |
| Heller Real Estate Group Inc. Profit Sharing Plan | - | 3 | $1,031,127 | - | - |
| 2014 | 1 | 3 | $1,005,321 | $0 | - |
| Heller Real Estate Group Inc. Profit Sharing Plan | - | 3 | $1,005,321 | - | - |
| 2013 | 1 | 3 | $946,079 | $0 | - |
| Heller Real Estate Group Inc. Profit Sharing Plan | - | 3 | $946,079 | - | - |
| 2012 | 1 | 3 | $884,521 | $63,297 | $21,099iApproximate average salary by contribution assumption: employee only about $527,475 at 4% or $351,650 at 6%; with 50% employer match about $351,650 at 4% or $234,433 at 6%; with 100% employer match about $263,738 at 4% or $175,825 at 6%. |
| Heller Real Estate Group Inc. Profit Sharing Plan | - | 3 | $884,521 | $63,297 | $21,099iApproximate average salary by contribution assumption: employee only about $527,475 at 4% or $351,650 at 6%; with 50% employer match about $351,650 at 4% or $234,433 at 6%; with 100% employer match about $263,738 at 4% or $175,825 at 6%. |
| 2011 | 1 | 3 | $816,651 | $55,529 | $18,510iApproximate average salary by contribution assumption: employee only about $462,742 at 4% or $308,494 at 6%; with 50% employer match about $308,494 at 4% or $205,663 at 6%; with 100% employer match about $231,371 at 4% or $154,247 at 6%. |
| Heller Real Estate Group Inc. Profit Sharing Plan | - | 3 | $816,651 | $55,529 | $18,510iApproximate average salary by contribution assumption: employee only about $462,742 at 4% or $308,494 at 6%; with 50% employer match about $308,494 at 4% or $205,663 at 6%; with 100% employer match about $231,371 at 4% or $154,247 at 6%. |
| 2010 | 1 | 3 | $753,398 | $55,263 | $18,421iApproximate average salary by contribution assumption: employee only about $460,525 at 4% or $307,017 at 6%; with 50% employer match about $307,017 at 4% or $204,678 at 6%; with 100% employer match about $230,263 at 4% or $153,508 at 6%. |
| Heller Real Estate Group Inc. Profit Sharing Plan | - | 3 | $753,398 | $55,263 | $18,421iApproximate average salary by contribution assumption: employee only about $460,525 at 4% or $307,017 at 6%; with 50% employer match about $307,017 at 4% or $204,678 at 6%; with 100% employer match about $230,263 at 4% or $153,508 at 6%. |
| 2009 | 1 | 3 | $763,942 | $55,669 | $18,556iApproximate average salary by contribution assumption: employee only about $463,908 at 4% or $309,272 at 6%; with 50% employer match about $309,272 at 4% or $206,181 at 6%; with 100% employer match about $231,954 at 4% or $154,636 at 6%. |
| Heller Real Estate Group Inc. Profit Sharing Plan | - | 3 | $763,942 | $55,669 | $18,556iApproximate average salary by contribution assumption: employee only about $463,908 at 4% or $309,272 at 6%; with 50% employer match about $309,272 at 4% or $206,181 at 6%; with 100% employer match about $231,954 at 4% or $154,636 at 6%. |
| 2008 | 1 | 2 | $696,474 | $827,110 | $413,555iApproximate average salary by contribution assumption: employee only about $10,338,875 at 4% or $6,892,583 at 6%; with 50% employer match about $6,892,583 at 4% or $4,595,056 at 6%; with 100% employer match about $5,169,438 at 4% or $3,446,292 at 6%. |
| Heller Real Estate Group Inc. Profit Sharing Plan | - | 2 | $696,474 | $827,110 | $413,555iApproximate average salary by contribution assumption: employee only about $10,338,875 at 4% or $6,892,583 at 6%; with 50% employer match about $6,892,583 at 4% or $4,595,056 at 6%; with 100% employer match about $5,169,438 at 4% or $3,446,292 at 6%. |