Civic Intelligence

Warren H Heller MD

Plan context: Bny Cust Warren H Heller MD U S E Ret Plan FBO

EIN 86-0291113 • Phoenix, AZ • 19 filings • 10 plans

515 W Buckeye Rd Ste 104Phoenix, AZ 85003-3699
Current Snapshot

Latest Year

2015

2015 Participants

10

2015 Assets

$1,375,000

2015 Contributions

$30,618

Historical Graphs

Total Assets Over Time

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

$3,004,672$1,502,336$0199920072014YearValue
$1,375,000Latest year 2014

Participants Over Time

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

1160199920072014YearValue
10Latest year 2014

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
201510$0$0-
Bny Cust Warren H Heller MD U S E Ret Plan FBO-0---
2014110$1,375,000$0-
Bny Cust Warren H Heller MD U S E Ret Plan FBO-10$1,375,000--
2013110$1,310,924$0-
Bny Cust Warren H Heller MD U S E Ret Plan FBO-10$1,310,924--
2012111$1,177,280$0-
Bny Cust Warren H Heller MD U S E Ret Plan FBO-11$1,177,280$0-
2011111$1,656,221$0-
Bny Cust Warren H Heller MD U S E Ret Plan FBO-11$1,656,221--
2010111$2,839,595$0-
Bny Cust Warren H Heller MD U S E Ret Plan FBO-11$2,839,595--
2009111$2,060,533$0-
Bny Cust Warren H Heller MD U S E Ret Plan FBO-11$2,060,533--
2008111$1,229,719$30,618$2,783iApproximate average salary by contribution assumption: employee only about $69,586 at 4% or $46,391 at 6%; with 50% employer match about $46,391 at 4% or $30,927 at 6%; with 100% employer match about $34,793 at 4% or $23,195 at 6%.
Bny Cust Warren H Heller MD U S E Ret Plan FBO-11$1,229,719$30,618$2,783iApproximate average salary by contribution assumption: employee only about $69,586 at 4% or $46,391 at 6%; with 50% employer match about $46,391 at 4% or $30,927 at 6%; with 100% employer match about $34,793 at 4% or $23,195 at 6%.
2007111$2,157,401$26,551$2,414iApproximate average salary by contribution assumption: employee only about $60,343 at 4% or $40,229 at 6%; with 50% employer match about $40,229 at 4% or $26,819 at 6%; with 100% employer match about $30,172 at 4% or $20,114 at 6%.
Bny Cust Warren H Heller MD U S E Ret Plan FBO-11$2,157,401$26,551$2,414iApproximate average salary by contribution assumption: employee only about $60,343 at 4% or $40,229 at 6%; with 50% employer match about $40,229 at 4% or $26,819 at 6%; with 100% employer match about $30,172 at 4% or $20,114 at 6%.
2006111$1,881,540$29,869$2,715iApproximate average salary by contribution assumption: employee only about $67,884 at 4% or $45,256 at 6%; with 50% employer match about $45,256 at 4% or $30,171 at 6%; with 100% employer match about $33,942 at 4% or $22,628 at 6%.
Bny Cust Warren H Heller MD U S E Ret Plan FBO-11$1,881,540$29,869$2,715iApproximate average salary by contribution assumption: employee only about $67,884 at 4% or $45,256 at 6%; with 50% employer match about $45,256 at 4% or $30,171 at 6%; with 100% employer match about $33,942 at 4% or $22,628 at 6%.
2005111$2,082,206$26,339$2,394iApproximate average salary by contribution assumption: employee only about $59,861 at 4% or $39,908 at 6%; with 50% employer match about $39,908 at 4% or $26,605 at 6%; with 100% employer match about $29,931 at 4% or $19,954 at 6%.
Bny Cust Warren H Heller MD U S E Ret Plan FBO-11$2,082,206$26,339$2,394iApproximate average salary by contribution assumption: employee only about $59,861 at 4% or $39,908 at 6%; with 50% employer match about $39,908 at 4% or $26,605 at 6%; with 100% employer match about $29,931 at 4% or $19,954 at 6%.
2004111$1,331,272$27,213$2,474iApproximate average salary by contribution assumption: employee only about $61,848 at 4% or $41,232 at 6%; with 50% employer match about $41,232 at 4% or $27,488 at 6%; with 100% employer match about $30,924 at 4% or $20,616 at 6%.
Bny Cust Warren H Heller MD U S E Ret Plan FBO-11$1,331,272$27,213$2,474iApproximate average salary by contribution assumption: employee only about $61,848 at 4% or $41,232 at 6%; with 50% employer match about $41,232 at 4% or $27,488 at 6%; with 100% employer match about $30,924 at 4% or $20,616 at 6%.
2003111$1,140,115$23,852$2,168iApproximate average salary by contribution assumption: employee only about $54,209 at 4% or $36,139 at 6%; with 50% employer match about $36,139 at 4% or $24,093 at 6%; with 100% employer match about $27,105 at 4% or $18,070 at 6%.
Bny Cust Warren H Heller MD U S E Ret Plan FBO-11$1,140,115$23,852$2,168iApproximate average salary by contribution assumption: employee only about $54,209 at 4% or $36,139 at 6%; with 50% employer match about $36,139 at 4% or $24,093 at 6%; with 100% employer match about $27,105 at 4% or $18,070 at 6%.
2002211$1,771,592$48,722$4,429iApproximate average salary by contribution assumption: employee only about $110,732 at 4% or $73,821 at 6%; with 50% employer match about $73,821 at 4% or $49,214 at 6%; with 100% employer match about $55,366 at 4% or $36,911 at 6%.
Bny Cust Warren H Heller MD U S E Ret Plan FBO-11$885,796$24,361$2,215iApproximate average salary by contribution assumption: employee only about $55,366 at 4% or $36,911 at 6%; with 50% employer match about $36,911 at 4% or $24,607 at 6%; with 100% employer match about $27,683 at 4% or $18,455 at 6%.
Bny Cust Warren H Heller MD U S E Ret Plan FBO-11$885,796$24,361$2,215iApproximate average salary by contribution assumption: employee only about $55,366 at 4% or $36,911 at 6%; with 50% employer match about $36,911 at 4% or $24,607 at 6%; with 100% employer match about $27,683 at 4% or $18,455 at 6%.
2001111$0$0-
Bny Cust Warren H Heller MD U S E Ret Plan FBO-11---
2000211$3,004,672$42,378$3,853iApproximate average salary by contribution assumption: employee only about $96,314 at 4% or $64,209 at 6%; with 50% employer match about $64,209 at 4% or $42,806 at 6%; with 100% employer match about $48,157 at 4% or $32,105 at 6%.
Bny Cust Warren H Heller MD U S E Ret Plan FBO-11$1,502,336$21,189$1,926iApproximate average salary by contribution assumption: employee only about $48,157 at 4% or $32,105 at 6%; with 50% employer match about $32,105 at 4% or $21,403 at 6%; with 100% employer match about $24,078 at 4% or $16,052 at 6%.
Bny Cust Warren H Heller MD U S E Ret Plan FBO-11$1,502,336$21,189$1,926iApproximate average salary by contribution assumption: employee only about $48,157 at 4% or $32,105 at 6%; with 50% employer match about $32,105 at 4% or $21,403 at 6%; with 100% employer match about $24,078 at 4% or $16,052 at 6%.
1999111$1,445,455$34,016$3,092iApproximate average salary by contribution assumption: employee only about $77,309 at 4% or $51,539 at 6%; with 50% employer match about $51,539 at 4% or $34,360 at 6%; with 100% employer match about $38,655 at 4% or $25,770 at 6%.
Bny Cust Warren H Heller MD U S E Ret Plan FBO-11$1,445,455$34,016$3,092iApproximate average salary by contribution assumption: employee only about $77,309 at 4% or $51,539 at 6%; with 50% employer match about $51,539 at 4% or $34,360 at 6%; with 100% employer match about $38,655 at 4% or $25,770 at 6%.
Warren H Heller MD | EIN 86-0291113 | 2015 Form 5500 Company Profile