Anne M Healy, Ttee
Plan context: Beale Healy Investment Advisors Inc Money Purchase Plan and Trust
EIN 54-1202896 • 4 filings • 2 plans
Current Snapshot
Latest Year
2002
2002 Participants
3
2002 Assets
$47,932
2002 Contributions
$13,608
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 |
|---|---|---|---|---|---|
| 2002 | 1 | 0 | $47,932 | $0 | - |
| Beale Healy Investment Advisors Inc Money Purchase Plan and Trust | - | 0 | $47,932 | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Beale Healy Investment Advisors Inc Money Purchase Plan and Trust | - | 3 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| Beale Healy Investment Advisors Inc Money Purchase Plan and Trust | - | 4 | - | - | - |
| 1999 | 1 | 0 | $14,183 | $13,608 | - |
| Beale Healy Investment Advisors Inc Money Purchase Plan and Trust | - | 0 | $14,183 | $13,608 | - |