Ebert, Helling, Nortman & Associates Inc.
Plan context: EBERT, HELLING, NORTMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
EIN 39-0145090 • Waukesha, WI • 15 filings • 6 plans
Current Snapshot
Latest Year
2011
2011 Participants
3
2011 Assets
$290,515
2011 Contributions
$4,787
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $0 | - |
| EBERT, HELLING, NORTMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | - | 0 | $0 | $0 | - |
| 2010 | 1 | 3 | $290,515 | $4,787 | $1,596iApproximate average salary by contribution assumption: employee only about $39,892 at 4% or $26,594 at 6%; with 50% employer match about $26,594 at 4% or $17,730 at 6%; with 100% employer match about $19,946 at 4% or $13,297 at 6%. |
| EBERT, HELLING, NORTMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | - | 3 | $290,515 | $4,787 | $1,596iApproximate average salary by contribution assumption: employee only about $39,892 at 4% or $26,594 at 6%; with 50% employer match about $26,594 at 4% or $17,730 at 6%; with 100% employer match about $19,946 at 4% or $13,297 at 6%. |
| 2009 | 1 | 4 | $285,270 | $6,947 | $1,737iApproximate average salary by contribution assumption: employee only about $43,419 at 4% or $28,946 at 6%; with 50% employer match about $28,946 at 4% or $19,297 at 6%; with 100% employer match about $21,709 at 4% or $14,473 at 6%. |
| EBERT, HELLING, NORTMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | - | 4 | $285,270 | $6,947 | $1,737iApproximate average salary by contribution assumption: employee only about $43,419 at 4% or $28,946 at 6%; with 50% employer match about $28,946 at 4% or $19,297 at 6%; with 100% employer match about $21,709 at 4% or $14,473 at 6%. |
| 2008 | 1 | 3 | $246,368 | $10,954 | $3,651iApproximate average salary by contribution assumption: employee only about $91,283 at 4% or $60,856 at 6%; with 50% employer match about $60,856 at 4% or $40,570 at 6%; with 100% employer match about $45,642 at 4% or $30,428 at 6%. |
| EBERT, HELLING, NORTMAN & ASSOCIATE S, INC. 401K PROFIT SHARING PLAN | - | 3 | $246,368 | $10,954 | $3,651iApproximate average salary by contribution assumption: employee only about $91,283 at 4% or $60,856 at 6%; with 50% employer match about $60,856 at 4% or $40,570 at 6%; with 100% employer match about $45,642 at 4% or $30,428 at 6%. |
| 2007 | 1 | 4 | $329,689 | $12,251 | $3,063iApproximate average salary by contribution assumption: employee only about $76,569 at 4% or $51,046 at 6%; with 50% employer match about $51,046 at 4% or $34,031 at 6%; with 100% employer match about $38,284 at 4% or $25,523 at 6%. |
| EBERT, HELLING, NORTMAN & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 4 | $329,689 | $12,251 | $3,063iApproximate average salary by contribution assumption: employee only about $76,569 at 4% or $51,046 at 6%; with 50% employer match about $51,046 at 4% or $34,031 at 6%; with 100% employer match about $38,284 at 4% or $25,523 at 6%. |
| 2006 | 1 | 5 | $301,041 | $7,142 | $1,428iApproximate average salary by contribution assumption: employee only about $35,710 at 4% or $23,807 at 6%; with 50% employer match about $23,807 at 4% or $15,871 at 6%; with 100% employer match about $17,855 at 4% or $11,903 at 6%. |
| EBERT, HELLING, NORTMAN & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 5 | $301,041 | $7,142 | $1,428iApproximate average salary by contribution assumption: employee only about $35,710 at 4% or $23,807 at 6%; with 50% employer match about $23,807 at 4% or $15,871 at 6%; with 100% employer match about $17,855 at 4% or $11,903 at 6%. |
| 2005 | 1 | 6 | $274,750 | $7,245 | $1,208iApproximate average salary by contribution assumption: employee only about $30,188 at 4% or $20,125 at 6%; with 50% employer match about $20,125 at 4% or $13,417 at 6%; with 100% employer match about $15,094 at 4% or $10,063 at 6%. |
| EBERT, HELLING, NORTMAN & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 6 | $274,750 | $7,245 | $1,208iApproximate average salary by contribution assumption: employee only about $30,188 at 4% or $20,125 at 6%; with 50% employer match about $20,125 at 4% or $13,417 at 6%; with 100% employer match about $15,094 at 4% or $10,063 at 6%. |
| 2004 | 1 | 7 | $276,286 | $7,648 | $1,093iApproximate average salary by contribution assumption: employee only about $27,314 at 4% or $18,210 at 6%; with 50% employer match about $18,210 at 4% or $12,140 at 6%; with 100% employer match about $13,657 at 4% or $9,105 at 6%. |
| EBERT, HELLING, NORTMAN & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 7 | $276,286 | $7,648 | $1,093iApproximate average salary by contribution assumption: employee only about $27,314 at 4% or $18,210 at 6%; with 50% employer match about $18,210 at 4% or $12,140 at 6%; with 100% employer match about $13,657 at 4% or $9,105 at 6%. |
| 2003 | 1 | 9 | $736,103 | $7,475 | $831iApproximate average salary by contribution assumption: employee only about $20,764 at 4% or $13,843 at 6%; with 50% employer match about $13,843 at 4% or $9,228 at 6%; with 100% employer match about $10,382 at 4% or $6,921 at 6%. |
| EBERT, HELLING, NORTMAN & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 9 | $736,103 | $7,475 | $831iApproximate average salary by contribution assumption: employee only about $20,764 at 4% or $13,843 at 6%; with 50% employer match about $13,843 at 4% or $9,228 at 6%; with 100% employer match about $10,382 at 4% or $6,921 at 6%. |
| 2002 | 1 | 8 | $572,696 | $8,317 | $1,040iApproximate average salary by contribution assumption: employee only about $25,991 at 4% or $17,327 at 6%; with 50% employer match about $17,327 at 4% or $11,551 at 6%; with 100% employer match about $12,995 at 4% or $8,664 at 6%. |
| EBERT, HELLING, NORTMAN & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 8 | $572,696 | $8,317 | $1,040iApproximate average salary by contribution assumption: employee only about $25,991 at 4% or $17,327 at 6%; with 50% employer match about $17,327 at 4% or $11,551 at 6%; with 100% employer match about $12,995 at 4% or $8,664 at 6%. |
| 2001 | 1 | 9 | $703,613 | $5,002 | $556iApproximate average salary by contribution assumption: employee only about $13,894 at 4% or $9,263 at 6%; with 50% employer match about $9,263 at 4% or $6,175 at 6%; with 100% employer match about $6,947 at 4% or $4,631 at 6%. |
| EBERT, HELLING, NORTMAN & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 9 | $703,613 | $5,002 | $556iApproximate average salary by contribution assumption: employee only about $13,894 at 4% or $9,263 at 6%; with 50% employer match about $9,263 at 4% or $6,175 at 6%; with 100% employer match about $6,947 at 4% or $4,631 at 6%. |
| 2000 | 3 | 9 | $725,110 | $15,901 | $1,767iApproximate average salary by contribution assumption: employee only about $44,169 at 4% or $29,446 at 6%; with 50% employer match about $29,446 at 4% or $19,631 at 6%; with 100% employer match about $22,085 at 4% or $14,723 at 6%. |
| EBERT, HELLING, NORTMAN & ASSOCIATE S, INC. 401 K PROFIT SHARING PLAN | - | 9 | $725,110 | $9,196 | $1,022iApproximate average salary by contribution assumption: employee only about $25,544 at 4% or $17,030 at 6%; with 50% employer match about $17,030 at 4% or $11,353 at 6%; with 100% employer match about $12,772 at 4% or $8,515 at 6%. |
| Ebert, Helling, Nortman & Associates Inc. Employee Stock Ownership Plan | - | 0 | - | $6,705 | - |
| Ebert, Helling, Nortman & Associates Inc. Employee Stock Ownership Plan | - | 0 | - | - | - |
| 1999 | 1 | 4 | $0 | $0 | - |
| Ebert, Helling, Nortman & Associates Inc. Employee Stock Ownership Plan | - | 4 | - | - | - |