Civic Intelligence

Beneficial Insurance Services LLC

Plan context: Paul Hertel & Company Inc. Thrift & Profit Sharing Plan

EIN 34-2027432 • 4 filings • 3 plans

Current Snapshot

Latest Year

2008

2008 Participants

59

2008 Assets

$3,825,573

2008 Contributions

$167,770

Historical Graphs

Total Assets Over Time

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

$3,825,573$1,912,787$020052006YearValue
$3,825,573Latest year 2006

Participants Over Time

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

59300200520062007YearValue
59Latest year 2007

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
200810$0$167,770-
Paul Hertel & Company Inc. Thrift & Profit Sharing Plan-0-$167,770-
2007159$0$0-
Paul Hertel & Company Inc. Thrift & Profit Sharing Plan-59---
2006143$3,825,573$320,683$7,458iApproximate average salary by contribution assumption: employee only about $186,444 at 4% or $124,296 at 6%; with 50% employer match about $124,296 at 4% or $82,864 at 6%; with 100% employer match about $93,222 at 4% or $62,148 at 6%.
Paul Hertel & Company Inc. Thrift & Profit Sharing Plan-43$3,825,573$320,683$7,458iApproximate average salary by contribution assumption: employee only about $186,444 at 4% or $124,296 at 6%; with 50% employer match about $124,296 at 4% or $82,864 at 6%; with 100% employer match about $93,222 at 4% or $62,148 at 6%.
2005142$3,169,663$270,050$6,430iApproximate average salary by contribution assumption: employee only about $160,744 at 4% or $107,163 at 6%; with 50% employer match about $107,163 at 4% or $71,442 at 6%; with 100% employer match about $80,372 at 4% or $53,581 at 6%.
Paul Hertel & Company Inc. Thrift & Profit Sharing Plan-42$3,169,663$270,050$6,430iApproximate average salary by contribution assumption: employee only about $160,744 at 4% or $107,163 at 6%; with 50% employer match about $107,163 at 4% or $71,442 at 6%; with 100% employer match about $80,372 at 4% or $53,581 at 6%.