Helen Willis and Associates
Plan context: Helen Willis Money Purchase Pension Plan
EIN 33-0743007 • 6 filings • 2 plans
Current Snapshot
Latest Year
2001
2001 Participants
3
2001 Assets
$39,704
2001 Contributions
$13,142
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 | 2 | 3 | $39,704 | $13,142 | $4,381iApproximate average salary by contribution assumption: employee only about $109,517 at 4% or $73,011 at 6%; with 50% employer match about $73,011 at 4% or $48,674 at 6%; with 100% employer match about $54,758 at 4% or $36,506 at 6%. |
| Helen Willis Money Purchase Pension Plan | - | 3 | $39,704 | $13,142 | $4,381iApproximate average salary by contribution assumption: employee only about $109,517 at 4% or $73,011 at 6%; with 50% employer match about $73,011 at 4% or $48,674 at 6%; with 100% employer match about $54,758 at 4% or $36,506 at 6%. |
| Helen Willis Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 2 | 4 | $0 | $0 | - |
| Helen Willis Profit Sharing Plan | - | 4 | - | - | - |
| Helen Willis Money Purchase Pension Plan | - | 4 | - | - | - |
| 1999 | 2 | 4 | $62,895 | $23,221 | $5,805iApproximate average salary by contribution assumption: employee only about $145,131 at 4% or $96,754 at 6%; with 50% employer match about $96,754 at 4% or $64,503 at 6%; with 100% employer match about $72,566 at 4% or $48,377 at 6%. |
| Helen Willis Profit Sharing Plan | - | 4 | $39,498 | $13,933 | $3,483iApproximate average salary by contribution assumption: employee only about $87,081 at 4% or $58,054 at 6%; with 50% employer match about $58,054 at 4% or $38,703 at 6%; with 100% employer match about $43,541 at 4% or $29,027 at 6%. |
| Helen Willis Money Purchase Pension Plan | - | 4 | $23,397 | $9,288 | $2,322iApproximate average salary by contribution assumption: employee only about $58,050 at 4% or $38,700 at 6%; with 50% employer match about $38,700 at 4% or $25,800 at 6%; with 100% employer match about $29,025 at 4% or $19,350 at 6%. |