Civic Intelligence

Halpern, Fuentez & Associates, P.A.

Plan context: Halpern, Fuentez & Associates, P.A. Profit Sharing Plan

EIN 76-0256574 • 14 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

5

2008 Assets

$308,640

2008 Contributions

$15,000

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$328,562$164,281$0199920042007YearValue
$308,640Latest year 2007

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

740199920032007YearValue
5Latest year 2007

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200810$0$0-
Halpern, Fuentez & Associates, P.A. Profit Sharing Plan-0---
200715$308,640$15,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
Halpern, Fuentez & Associates, P.A. Profit Sharing Plan-5$308,640$15,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
200615$267,620$5,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
Halpern, Fuentez & Associates, P.A. Profit Sharing Plan-5$267,620$5,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
200516$231,118$3,000$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
Halpern, Fuentez & Associates, P.A. Profit Sharing Plan-6$231,118$3,000$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
200414$209,951$16,648$4,162iApproximate average salary by contribution assumption: employee only about $104,050 at 4% or $69,367 at 6%; with 50% employer match about $69,367 at 4% or $46,244 at 6%; with 100% employer match about $52,025 at 4% or $34,683 at 6%.
Halpern, Fuentez & Associates, P.A. Profit Sharing Plan-4$209,951$16,648$4,162iApproximate average salary by contribution assumption: employee only about $104,050 at 4% or $69,367 at 6%; with 50% employer match about $69,367 at 4% or $46,244 at 6%; with 100% employer match about $52,025 at 4% or $34,683 at 6%.
200313$174,728$24,898$8,299iApproximate average salary by contribution assumption: employee only about $207,483 at 4% or $138,322 at 6%; with 50% employer match about $138,322 at 4% or $92,215 at 6%; with 100% employer match about $103,742 at 4% or $69,161 at 6%.
Halpern, Fuentez & Associates, P.A. Profit Sharing Plan-3$174,728$24,898$8,299iApproximate average salary by contribution assumption: employee only about $207,483 at 4% or $138,322 at 6%; with 50% employer match about $138,322 at 4% or $92,215 at 6%; with 100% employer match about $103,742 at 4% or $69,161 at 6%.
200224$195,552$2,000$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
Halpern, Fuentez & Associates, P.A. Profit Sharing Plan-4$195,552$2,000$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
Halpern, Fuentez & Associates, P.A. Money Purchase Pension Plan-0---
200126$0$0-
Halpern, Fuentez & Associates, P.A. Profit Sharing Plan-6---
Halpern, Fuentez & Associates, P.A. Money Purchase Pension Plan-6---
200026$295,705$30,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Halpern, Fuentez & Associates, P.A. Money Purchase Pension Plan-6$200,902$29,758$4,960iApproximate average salary by contribution assumption: employee only about $123,992 at 4% or $82,661 at 6%; with 50% employer match about $82,661 at 4% or $55,107 at 6%; with 100% employer match about $61,996 at 4% or $41,331 at 6%.
Halpern, Fuentez & Associates, P.A. Profit Sharing Plan-6$94,803$242$40iApproximate average salary by contribution assumption: employee only about $1,008 at 4% or $672 at 6%; with 50% employer match about $672 at 4% or $448 at 6%; with 100% employer match about $504 at 4% or $336 at 6%.
199927$328,562$36,000$5,143iApproximate average salary by contribution assumption: employee only about $128,571 at 4% or $85,714 at 6%; with 50% employer match about $85,714 at 4% or $57,143 at 6%; with 100% employer match about $64,286 at 4% or $42,857 at 6%.
Halpern, Fuentez & Associates, P.A. Money Purchase Pension Plan-7$211,645$35,090$5,013iApproximate average salary by contribution assumption: employee only about $125,321 at 4% or $83,548 at 6%; with 50% employer match about $83,548 at 4% or $55,698 at 6%; with 100% employer match about $62,661 at 4% or $41,774 at 6%.
Halpern, Fuentez & Associates, P.A. Profit Sharing Plan-7$116,917$910$130iApproximate average salary by contribution assumption: employee only about $3,250 at 4% or $2,167 at 6%; with 50% employer match about $2,167 at 4% or $1,444 at 6%; with 100% employer match about $1,625 at 4% or $1,083 at 6%.