Heenan, Althens & Roles
Plan context: Heenan, Althens & Roles 401K Plan
EIN 52-1179277 • 8 filings • 2 plans
Current Snapshot
Latest Year
2003
2003 Participants
29
2003 Assets
$1,750,233
2003 Contributions
$373,771
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 0 | $0 | $373,771 | - |
| Heenan, Althens & Roles 401K Plan | - | 0 | - | $373,771 | - |
| 2002 | 1 | 0 | $1,750,233 | $383,174 | - |
| Heenan, Althens & Roles 401K Plan | - | 0 | $1,750,233 | $383,174 | - |
| 2001 | 2 | 29 | $0 | $0 | - |
| Heenan, Althens & Roles Pension Plan | - | 28 | - | - | - |
| Heenan, Althens & Roles 401K Plan | - | 29 | - | - | - |
| 2000 | 2 | 27 | $2,090,077 | $360,012 | $13,334iApproximate average salary by contribution assumption: employee only about $333,344 at 4% or $222,230 at 6%; with 50% employer match about $222,230 at 4% or $148,153 at 6%; with 100% employer match about $166,672 at 4% or $111,115 at 6%. |
| Heenan, Althens & Roles Pension Plan | - | 26 | $1,611,000 | $262,082 | $10,080iApproximate average salary by contribution assumption: employee only about $252,002 at 4% or $168,001 at 6%; with 50% employer match about $168,001 at 4% or $112,001 at 6%; with 100% employer match about $126,001 at 4% or $84,001 at 6%. |
| Heenan, Althens & Roles 401K Plan | - | 27 | $479,077 | $97,930 | $3,627iApproximate average salary by contribution assumption: employee only about $90,676 at 4% or $60,451 at 6%; with 50% employer match about $60,451 at 4% or $40,300 at 6%; with 100% employer match about $45,338 at 4% or $30,225 at 6%. |
| 1999 | 2 | 0 | $2,099,712 | $315,275 | - |
| Heenan, Althens & Roles Pension Plan | - | 0 | $1,622,211 | $228,386 | - |
| Heenan, Althens & Roles 401K Plan | - | 0 | $477,501 | $86,889 | - |