Gerald M. Handley
Plan context: GERALD M. HANDLEY, ESQ., LLC 401(K) PLAN
EIN 43-1603739 • Kansas City, MO • 17 filings • 5 plans
Current Snapshot
Latest Year
2014
2014 Participants
1
2014 Assets
$97,732
2014 Contributions
$34,315
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 |
|---|---|---|---|---|---|
| 2014 | 1 | 1 | $97,732 | $34,315 | $34,315iApproximate average salary by contribution assumption: employee only about $857,875 at 4% or $571,917 at 6%; with 50% employer match about $571,917 at 4% or $381,278 at 6%; with 100% employer match about $428,938 at 4% or $285,958 at 6%. |
| GERALD M. HANDLEY, ESQ., LLC 401(K) PLAN | - | 1 | $97,732 | $34,315 | $34,315iApproximate average salary by contribution assumption: employee only about $857,875 at 4% or $571,917 at 6%; with 50% employer match about $571,917 at 4% or $381,278 at 6%; with 100% employer match about $428,938 at 4% or $285,958 at 6%. |
| 2013 | 1 | 2 | $65,776 | $31,685 | $15,843iApproximate average salary by contribution assumption: employee only about $396,063 at 4% or $264,042 at 6%; with 50% employer match about $264,042 at 4% or $176,028 at 6%; with 100% employer match about $198,031 at 4% or $132,021 at 6%. |
| GERALD M. HANDLEY, ESQ., LLC 401(K) PLAN | - | 2 | $65,776 | $31,685 | $15,843iApproximate average salary by contribution assumption: employee only about $396,063 at 4% or $264,042 at 6%; with 50% employer match about $264,042 at 4% or $176,028 at 6%; with 100% employer match about $198,031 at 4% or $132,021 at 6%. |
| 2008 | 1 | 1 | $1,185,375 | $150,000 | $150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%. |
| Gerald M. Handley Defined Benefit Pension Plan | - | 1 | $1,185,375 | $150,000 | $150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%. |
| 2007 | 1 | 1 | $0 | $0 | - |
| Gerald M. Handley Defined Benefit Pension Plan | - | 1 | - | - | - |
| 2006 | 1 | 1 | $839,401 | $116,006 | $116,006iApproximate average salary by contribution assumption: employee only about $2,900,150 at 4% or $1,933,433 at 6%; with 50% employer match about $1,933,433 at 4% or $1,288,956 at 6%; with 100% employer match about $1,450,075 at 4% or $966,717 at 6%. |
| Gerald M. Handley Defined Benefit Pension Plan | - | 1 | $839,401 | $116,006 | $116,006iApproximate average salary by contribution assumption: employee only about $2,900,150 at 4% or $1,933,433 at 6%; with 50% employer match about $1,933,433 at 4% or $1,288,956 at 6%; with 100% employer match about $1,450,075 at 4% or $966,717 at 6%. |
| 2005 | 1 | 1 | $693,014 | $173,841 | $173,841iApproximate average salary by contribution assumption: employee only about $4,346,025 at 4% or $2,897,350 at 6%; with 50% employer match about $2,897,350 at 4% or $1,931,567 at 6%; with 100% employer match about $2,173,013 at 4% or $1,448,675 at 6%. |
| Gerald M. Handley Defined Benefit Pension Plan | - | 1 | $693,014 | $173,841 | $173,841iApproximate average salary by contribution assumption: employee only about $4,346,025 at 4% or $2,897,350 at 6%; with 50% employer match about $2,897,350 at 4% or $1,931,567 at 6%; with 100% employer match about $2,173,013 at 4% or $1,448,675 at 6%. |
| 2004 | 1 | 1 | $558,450 | $151,397 | $151,397iApproximate average salary by contribution assumption: employee only about $3,784,925 at 4% or $2,523,283 at 6%; with 50% employer match about $2,523,283 at 4% or $1,682,189 at 6%; with 100% employer match about $1,892,463 at 4% or $1,261,642 at 6%. |
| Gerald M. Handley Defined Benefit Pension Plan | - | 1 | $558,450 | $151,397 | $151,397iApproximate average salary by contribution assumption: employee only about $3,784,925 at 4% or $2,523,283 at 6%; with 50% employer match about $2,523,283 at 4% or $1,682,189 at 6%; with 100% employer match about $1,892,463 at 4% or $1,261,642 at 6%. |
| 2003 | 1 | 1 | $405,224 | $97,500 | $97,500iApproximate average salary by contribution assumption: employee only about $2,437,500 at 4% or $1,625,000 at 6%; with 50% employer match about $1,625,000 at 4% or $1,083,333 at 6%; with 100% employer match about $1,218,750 at 4% or $812,500 at 6%. |
| Gerald M. Handley Defined Benefit Pension Plan | - | 1 | $405,224 | $97,500 | $97,500iApproximate average salary by contribution assumption: employee only about $2,437,500 at 4% or $1,625,000 at 6%; with 50% employer match about $1,625,000 at 4% or $1,083,333 at 6%; with 100% employer match about $1,218,750 at 4% or $812,500 at 6%. |
| 2002 | 1 | 2 | $306,033 | $95,956 | $47,978iApproximate average salary by contribution assumption: employee only about $1,199,450 at 4% or $799,633 at 6%; with 50% employer match about $799,633 at 4% or $533,089 at 6%; with 100% employer match about $599,725 at 4% or $399,817 at 6%. |
| Gerald M. Handley Defined Benefit Pension Plan | - | 2 | $306,033 | $95,956 | $47,978iApproximate average salary by contribution assumption: employee only about $1,199,450 at 4% or $799,633 at 6%; with 50% employer match about $799,633 at 4% or $533,089 at 6%; with 100% employer match about $599,725 at 4% or $399,817 at 6%. |
| 2001 | 3 | 0 | $0 | $0 | - |
| Gerald M. Handley Defined Benefit Pension Plan | - | 0 | - | - | - |
| Gerald M. Handley Self-Employed Money Purchase Pension Plan & Trust | - | 0 | - | - | - |
| Gerald M. Handley Self-Employed Profit Sharing Plan | - | 0 | - | - | - |
| 2000 | 2 | 2 | $493,069 | $0 | - |
| Gerald M. Handley Self-Employed Profit Sharing Plan | - | 2 | $256,374 | - | - |
| Gerald M. Handley Self-Employed Money Purchase Pension Plan & Trust | - | 2 | $236,695 | - | - |
| 1999 | 3 | 2 | $566,412 | $42,648 | $21,324iApproximate average salary by contribution assumption: employee only about $533,100 at 4% or $355,400 at 6%; with 50% employer match about $355,400 at 4% or $236,933 at 6%; with 100% employer match about $266,550 at 4% or $177,700 at 6%. |
| Gerald M. Handley Self-Employed Profit Sharing Plan | - | 2 | $244,791 | - | - |
| Gerald M. Handley Self-Employed Money Purchase Pension Plan & Trust | - | 2 | $226,028 | - | - |
| Gerald M. Handley Defined Benefit Pension Plan | - | 2 | $95,593 | $42,648 | $21,324iApproximate average salary by contribution assumption: employee only about $533,100 at 4% or $355,400 at 6%; with 50% employer match about $355,400 at 4% or $236,933 at 6%; with 100% employer match about $266,550 at 4% or $177,700 at 6%. |