Heifetz Rose LLP
Plan context: Heifetz Rose LLP 401(K) Profit Sharing Plan
EIN 46-0615704 • Needham, MA • 5 filings • 1 plans
Current Snapshot
Latest Year
2017
2017 Participants
15
2017 Assets
$471,778
2017 Contributions
$115,532
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $0 | - |
| Heifetz Rose LLP 401(K) Profit Sharing Plan | - | 0 | $0 | - | - |
| 2016 | 1 | 15 | $471,778 | $115,532 | $7,702iApproximate average salary by contribution assumption: employee only about $192,553 at 4% or $128,369 at 6%; with 50% employer match about $128,369 at 4% or $85,579 at 6%; with 100% employer match about $96,277 at 4% or $64,184 at 6%. |
| Heifetz Rose LLP 401(K) Profit Sharing Plan | - | 15 | $471,778 | $115,532 | $7,702iApproximate average salary by contribution assumption: employee only about $192,553 at 4% or $128,369 at 6%; with 50% employer match about $128,369 at 4% or $85,579 at 6%; with 100% employer match about $96,277 at 4% or $64,184 at 6%. |
| 2015 | 1 | 12 | $344,980 | $91,437 | $7,620iApproximate average salary by contribution assumption: employee only about $190,494 at 4% or $126,996 at 6%; with 50% employer match about $126,996 at 4% or $84,664 at 6%; with 100% employer match about $95,247 at 4% or $63,498 at 6%. |
| Heifetz Rose LLP 401(K) Profit Sharing Plan | - | 12 | $344,980 | $91,437 | $7,620iApproximate average salary by contribution assumption: employee only about $190,494 at 4% or $126,996 at 6%; with 50% employer match about $126,996 at 4% or $84,664 at 6%; with 100% employer match about $95,247 at 4% or $63,498 at 6%. |
| 2014 | 1 | 14 | $305,887 | $81,201 | $5,800iApproximate average salary by contribution assumption: employee only about $145,002 at 4% or $96,668 at 6%; with 50% employer match about $96,668 at 4% or $64,445 at 6%; with 100% employer match about $72,501 at 4% or $48,334 at 6%. |
| Heifetz Rose LLP 401(K) Profit Sharing Plan | - | 14 | $305,887 | $81,201 | $5,800iApproximate average salary by contribution assumption: employee only about $145,002 at 4% or $96,668 at 6%; with 50% employer match about $96,668 at 4% or $64,445 at 6%; with 100% employer match about $72,501 at 4% or $48,334 at 6%. |
| 2013 | 1 | 9 | $264,138 | $247,461 | $27,496iApproximate average salary by contribution assumption: employee only about $687,392 at 4% or $458,261 at 6%; with 50% employer match about $458,261 at 4% or $305,507 at 6%; with 100% employer match about $343,696 at 4% or $229,131 at 6%. |
| Heifetz Rose LLP 401(K) Profit Sharing Plan | - | 9 | $264,138 | $247,461 | $27,496iApproximate average salary by contribution assumption: employee only about $687,392 at 4% or $458,261 at 6%; with 50% employer match about $458,261 at 4% or $305,507 at 6%; with 100% employer match about $343,696 at 4% or $229,131 at 6%. |