Heller and Frisone Ltd.
Plan context: Heller, Shapiro & Frisone Ltd. Profit Sharing Plan
EIN 36-3711950 • Chicago, IL • 4 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
13
2025 Assets
$62,406
2025 Contributions
$37,211
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 13 | $62,406 | $37,211 | $2,862iApproximate average salary by contribution assumption: employee only about $71,560 at 4% or $47,706 at 6%; with 50% employer match about $47,706 at 4% or $31,804 at 6%; with 100% employer match about $35,780 at 4% or $23,853 at 6%. |
| Heller, Shapiro & Frisone Ltd. Profit Sharing Plan | - | 13 | $62,406 | $37,211 | $2,862iApproximate average salary by contribution assumption: employee only about $71,560 at 4% or $47,706 at 6%; with 50% employer match about $47,706 at 4% or $31,804 at 6%; with 100% employer match about $35,780 at 4% or $23,853 at 6%. |
| 2024 | 1 | 12 | $19,813 | $19,720 | $1,643iApproximate average salary by contribution assumption: employee only about $41,083 at 4% or $27,389 at 6%; with 50% employer match about $27,389 at 4% or $18,259 at 6%; with 100% employer match about $20,542 at 4% or $13,694 at 6%. |
| Heller, Shapiro & Frisone Ltd. Profit Sharing Plan | - | 12 | $19,813 | $19,720 | $1,643iApproximate average salary by contribution assumption: employee only about $41,083 at 4% or $27,389 at 6%; with 50% employer match about $27,389 at 4% or $18,259 at 6%; with 100% employer match about $20,542 at 4% or $13,694 at 6%. |
| 2000 | 1 | 0 | $0 | $0 | - |
| Heller, Shapiro & Frisone Ltd. Profit Sharing Plan | - | 0 | - | - | - |
| 1999 | 1 | 12 | $328,921 | $0 | - |
| Heller, Shapiro & Frisone Ltd. Profit Sharing Plan | - | 12 | $328,921 | - | - |