R. Heller Investments Corp.
Plan context: R. Heller Investments Corp. Retirement Plan
EIN 85-1962664 • 3 filings • 1 plans
Current Snapshot
Latest Year
2022
2022 Participants
2
2022 Assets
$166,781
2022 Contributions
$126,811
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $0 | - |
| R. Heller Investments Corp. Retirement Plan | - | 0 | - | - | - |
| 2021 | 1 | 2 | $166,781 | $0 | - |
| R. Heller Investments Corp. Retirement Plan | - | 2 | $166,781 | - | - |
| 2020 | 1 | 2 | $126,781 | $126,811 | $63,406iApproximate average salary by contribution assumption: employee only about $1,585,138 at 4% or $1,056,758 at 6%; with 50% employer match about $1,056,758 at 4% or $704,506 at 6%; with 100% employer match about $792,569 at 4% or $528,379 at 6%. |
| R. Heller Investments Corp. Retirement Plan | - | 2 | $126,781 | $126,811 | $63,406iApproximate average salary by contribution assumption: employee only about $1,585,138 at 4% or $1,056,758 at 6%; with 50% employer match about $1,056,758 at 4% or $704,506 at 6%; with 100% employer match about $792,569 at 4% or $528,379 at 6%. |