Margolis, Healy & Associates LLC
Plan context: Margolis, Healy & Associates LLC 401(K) Profit Sharing Plan
EIN 68-0649662 • Burlington, VT • 6 filings • 1 plans
Current Snapshot
Latest Year
2017
2017 Participants
20
2017 Assets
$304,495
2017 Contributions
$80,172
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 | $80,172 | - |
| Margolis, Healy & Associates LLC 401(K) Profit Sharing Plan | - | 0 | $0 | $80,172 | - |
| 2016 | 1 | 20 | $304,495 | $139,601 | $6,980iApproximate average salary by contribution assumption: employee only about $174,501 at 4% or $116,334 at 6%; with 50% employer match about $116,334 at 4% or $77,556 at 6%; with 100% employer match about $87,251 at 4% or $58,167 at 6%. |
| Margolis, Healy & Associates LLC 401(K) Profit Sharing Plan | - | 20 | $304,495 | $139,601 | $6,980iApproximate average salary by contribution assumption: employee only about $174,501 at 4% or $116,334 at 6%; with 50% employer match about $116,334 at 4% or $77,556 at 6%; with 100% employer match about $87,251 at 4% or $58,167 at 6%. |
| 2015 | 1 | 15 | $545,795 | $78,945 | $5,263iApproximate average salary by contribution assumption: employee only about $131,575 at 4% or $87,717 at 6%; with 50% employer match about $87,717 at 4% or $58,478 at 6%; with 100% employer match about $65,788 at 4% or $43,858 at 6%. |
| Margolis, Healy & Associates LLC 401(K) Profit Sharing Plan | - | 15 | $545,795 | $78,945 | $5,263iApproximate average salary by contribution assumption: employee only about $131,575 at 4% or $87,717 at 6%; with 50% employer match about $87,717 at 4% or $58,478 at 6%; with 100% employer match about $65,788 at 4% or $43,858 at 6%. |
| 2014 | 1 | 6 | $462,529 | $20,613 | $3,436iApproximate average salary by contribution assumption: employee only about $85,888 at 4% or $57,258 at 6%; with 50% employer match about $57,258 at 4% or $38,172 at 6%; with 100% employer match about $42,944 at 4% or $28,629 at 6%. |
| Margolis, Healy & Associates LLC 401(K) Profit Sharing Plan | - | 6 | $462,529 | $20,613 | $3,436iApproximate average salary by contribution assumption: employee only about $85,888 at 4% or $57,258 at 6%; with 50% employer match about $57,258 at 4% or $38,172 at 6%; with 100% employer match about $42,944 at 4% or $28,629 at 6%. |
| 2013 | 1 | 3 | $428,577 | $4,538 | $1,513iApproximate average salary by contribution assumption: employee only about $37,817 at 4% or $25,211 at 6%; with 50% employer match about $25,211 at 4% or $16,807 at 6%; with 100% employer match about $18,908 at 4% or $12,606 at 6%. |
| Margolis, Healy & Associates LLC 401(K) Profit Sharing Plan | - | 3 | $428,577 | $4,538 | $1,513iApproximate average salary by contribution assumption: employee only about $37,817 at 4% or $25,211 at 6%; with 50% employer match about $25,211 at 4% or $16,807 at 6%; with 100% employer match about $18,908 at 4% or $12,606 at 6%. |
| 2012 | 1 | 2 | $374,948 | $374,983 | $187,492iApproximate average salary by contribution assumption: employee only about $4,687,288 at 4% or $3,124,858 at 6%; with 50% employer match about $3,124,858 at 4% or $2,083,239 at 6%; with 100% employer match about $2,343,644 at 4% or $1,562,429 at 6%. |
| Margolis, Healy & Associates LLC 401(K) Profit Sharing Plan | - | 2 | $374,948 | $374,983 | $187,492iApproximate average salary by contribution assumption: employee only about $4,687,288 at 4% or $3,124,858 at 6%; with 50% employer match about $3,124,858 at 4% or $2,083,239 at 6%; with 100% employer match about $2,343,644 at 4% or $1,562,429 at 6%. |