Heller, Ehrman, White & Mcauliffe
Plan context: Heller Ehrman LLP Floor Pension Plan
EIN 94-1217308 • San Francisco, CA • 55 filings • 20 plans
Current Snapshot
Latest Year
2010
2010 Participants
1
2010 Assets
$49,716
2010 Contributions
$83,200
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 |
|---|---|---|---|---|---|
| 2010 | 2 | 0 | $0 | $83,200 | - |
| Heller Ehrman LLP Floor Pension Plan | - | 0 | - | $83,200 | - |
| Master Trust Agreement for the Heller Ehrman LLP R Etirement Plan and Certain Other Heller Ehrman LLP Qualified Plans | - | - | - | - | - |
| 2009 | 4 | 0 | $49,716 | $0 | - |
| Master Trust Agreement for the Heller Ehrman LLP R Etirement Plan and Certain Other Heller Ehrman LLP Qualified Plans | - | - | $24,858 | - | - |
| Heller Ehrman LLP Floor Pension Plan | - | 0 | $24,858 | - | - |
| Heller, Ehrman, White & Mcauliffe 401K Retirement Savings & P/S Plan | - | 0 | $0 | - | - |
| Heller Ehrman LLP Retirement Plan | - | 0 | - | - | - |
| 2008 | 6 | 1 | $93,243,523 | $8,465,667 | $8,465,667iApproximate average salary by contribution assumption: employee only about $211,641,675 at 4% or $141,094,450 at 6%; with 50% employer match about $141,094,450 at 4% or $94,062,967 at 6%; with 100% employer match about $105,820,838 at 4% or $70,547,225 at 6%. |
| Master Trust Agreement for the Heller Ehrman LLP R Etirement Plan and Certain Other Heller Ehrman LLP Qualified Plans | - | 0 | $48,059,240 | $1,084,785 | - |
| Heller Ehrman LLP Retirement Plan | - | 0 | $42,043,246 | - | - |
| Heller, Ehrman, White & Mcauliffe 401K Retirement Savings & P/S Plan | - | 1 | $2,997,296 | $7,380,882 | $7,380,882iApproximate average salary by contribution assumption: employee only about $184,522,050 at 4% or $123,014,700 at 6%; with 50% employer match about $123,014,700 at 4% or $82,009,800 at 6%; with 100% employer match about $92,261,025 at 4% or $61,507,350 at 6%. |
| Heller Ehrman LLP Floor Pension Plan | - | 0 | $143,741 | - | - |
| Heller Ehrman White & Mcauliffe Flexible Benefits Plan | - | 0 | - | - | - |
| Heller Ehrman White & Mcauliffe Group Life, Health and Ltd Plan | - | 0 | - | - | - |
| 2007 | 6 | 2,062 | $281,351,641 | $62,858,420 | $30,484iApproximate average salary by contribution assumption: employee only about $762,105 at 4% or $508,070 at 6%; with 50% employer match about $508,070 at 4% or $338,713 at 6%; with 100% employer match about $381,052 at 4% or $254,035 at 6%. |
| Heller, Ehrman, White & Mcauliffe 401K Retirement Savings & P/S Plan | - | 1,143 | $125,117,361 | $13,470,369 | $11,785iApproximate average salary by contribution assumption: employee only about $294,627 at 4% or $196,418 at 6%; with 50% employer match about $196,418 at 4% or $130,946 at 6%; with 100% employer match about $147,314 at 4% or $98,209 at 6%. |
| Heller Ehrman LLP Retirement Plan | - | 215 | $79,222,114 | $14,067,039 | $65,428iApproximate average salary by contribution assumption: employee only about $1,635,702 at 4% or $1,090,468 at 6%; with 50% employer match about $1,090,468 at 4% or $726,979 at 6%; with 100% employer match about $817,851 at 4% or $545,234 at 6%. |
| Master Trust Agreement for the Heller Ehrman LLP R Etirement Plan and Certain Other Heller Ehrman LLP Qualified Plans | - | 0 | $76,746,063 | $35,321,012 | - |
| Heller Ehrman LLP Floor Pension Plan | - | 865 | $266,103 | - | - |
| Heller Ehrman White & Mcauliffe Flexible Benefits Plan | - | 557 | - | - | - |
| Heller Ehrman White & Mcauliffe Group Life, Health and Ltd Plan | - | 2,062 | - | - | - |
| 2006 | 5 | 1,394 | $182,765,306 | $26,771,341 | $19,205iApproximate average salary by contribution assumption: employee only about $480,117 at 4% or $320,078 at 6%; with 50% employer match about $320,078 at 4% or $213,385 at 6%; with 100% employer match about $240,059 at 4% or $160,039 at 6%. |
| Heller, Ehrman, White & Mcauliffe 401K Retirement Savings & P/S Plan | - | 1,243 | $115,836,642 | $13,967,301 | $11,237iApproximate average salary by contribution assumption: employee only about $280,919 at 4% or $187,279 at 6%; with 50% employer match about $187,279 at 4% or $124,853 at 6%; with 100% employer match about $140,460 at 4% or $93,640 at 6%. |
| Heller Ehrman LLP Retirement Plan | - | 225 | $66,665,494 | $12,784,224 | $56,819iApproximate average salary by contribution assumption: employee only about $1,420,469 at 4% or $946,980 at 6%; with 50% employer match about $946,980 at 4% or $631,320 at 6%; with 100% employer match about $710,235 at 4% or $473,490 at 6%. |
| Heller Ehrman LLP Floor Pension Plan | - | 987 | $263,170 | $19,816 | $20iApproximate average salary by contribution assumption: employee only about $502 at 4% or $335 at 6%; with 50% employer match about $335 at 4% or $223 at 6%; with 100% employer match about $251 at 4% or $167 at 6%. |
| Heller Ehrman White & Mcauliffe Group Life, Health and Ltd Plan | - | 1,394 | - | - | - |
| Heller Ehrman White & Mcauliffe Flexible Benefits Plan | - | 768 | - | - | - |
| 2005 | 5 | 1,584 | $151,771,807 | $24,915,188 | $15,729iApproximate average salary by contribution assumption: employee only about $393,232 at 4% or $262,155 at 6%; with 50% employer match about $262,155 at 4% or $174,770 at 6%; with 100% employer match about $196,616 at 4% or $131,077 at 6%. |
| Heller, Ehrman, White & Mcauliffe 401K Retirement Savings & P/S Plan | - | 1,236 | $100,724,486 | $12,976,109 | $10,498iApproximate average salary by contribution assumption: employee only about $262,462 at 4% or $174,975 at 6%; with 50% employer match about $174,975 at 4% or $116,650 at 6%; with 100% employer match about $131,231 at 4% or $87,487 at 6%. |
| Heller Ehrman LLP Retirement Plan | - | 239 | $50,814,514 | $11,914,019 | $49,849iApproximate average salary by contribution assumption: employee only about $1,246,236 at 4% or $830,824 at 6%; with 50% employer match about $830,824 at 4% or $553,883 at 6%; with 100% employer match about $623,118 at 4% or $415,412 at 6%. |
| Heller Ehrman LLP Floor Pension Plan | - | 1,045 | $232,807 | $25,060 | $24iApproximate average salary by contribution assumption: employee only about $600 at 4% or $400 at 6%; with 50% employer match about $400 at 4% or $266 at 6%; with 100% employer match about $300 at 4% or $200 at 6%. |
| Heller Ehrman White & Mcauliffe Group Life, Health and Ltd Plan | - | 1,584 | - | - | - |
| Heller Ehrman White & Mcauliffe Flexible Benefits Plan | - | 871 | - | - | - |
| 2004 | 5 | 1,542 | $127,875,095 | $25,484,590 | $16,527iApproximate average salary by contribution assumption: employee only about $413,174 at 4% or $275,450 at 6%; with 50% employer match about $275,450 at 4% or $183,633 at 6%; with 100% employer match about $206,587 at 4% or $137,725 at 6%. |
| Heller, Ehrman, White & Mcauliffe 401K Retirement Savings & P/S Plan | - | 1,361 | $89,906,406 | $13,796,787 | $10,137iApproximate average salary by contribution assumption: employee only about $253,431 at 4% or $168,954 at 6%; with 50% employer match about $168,954 at 4% or $112,636 at 6%; with 100% employer match about $126,716 at 4% or $84,477 at 6%. |
| Heller Ehrman LLP Retirement Plan | - | 230 | $37,765,873 | $11,651,092 | $50,657iApproximate average salary by contribution assumption: employee only about $1,266,423 at 4% or $844,282 at 6%; with 50% employer match about $844,282 at 4% or $562,855 at 6%; with 100% employer match about $633,212 at 4% or $422,141 at 6%. |
| Heller Ehrman LLP Floor Pension Plan | - | 1,144 | $202,816 | $36,711 | $32iApproximate average salary by contribution assumption: employee only about $802 at 4% or $535 at 6%; with 50% employer match about $535 at 4% or $357 at 6%; with 100% employer match about $401 at 4% or $267 at 6%. |
| Heller Ehrman White & Mcauliffe Group Life, Health and Ltd Plan | - | 1,542 | - | - | - |
| Heller Ehrman White & Mcauliffe Flexible Benefits Plan | - | 761 | - | - | - |
| 2003 | 5 | 1,614 | $99,167,777 | $21,614,227 | $13,392iApproximate average salary by contribution assumption: employee only about $334,793 at 4% or $223,195 at 6%; with 50% employer match about $223,195 at 4% or $148,797 at 6%; with 100% employer match about $167,396 at 4% or $111,598 at 6%. |
| Heller, Ehrman, White & Mcauliffe 401K Retirement Savings & P/S Plan | - | 1,351 | $74,645,459 | $12,887,579 | $9,539iApproximate average salary by contribution assumption: employee only about $238,482 at 4% or $158,988 at 6%; with 50% employer match about $158,988 at 4% or $105,992 at 6%; with 100% employer match about $119,241 at 4% or $79,494 at 6%. |
| Heller Ehrman LLP Retirement Plan | - | 208 | $24,357,412 | $8,704,128 | $41,847iApproximate average salary by contribution assumption: employee only about $1,046,169 at 4% or $697,446 at 6%; with 50% employer match about $697,446 at 4% or $464,964 at 6%; with 100% employer match about $523,085 at 4% or $348,723 at 6%. |
| Heller Ehrman LLP Floor Pension Plan | - | 1,135 | $164,906 | $22,520 | $20iApproximate average salary by contribution assumption: employee only about $496 at 4% or $331 at 6%; with 50% employer match about $331 at 4% or $220 at 6%; with 100% employer match about $248 at 4% or $165 at 6%. |
| Heller Ehrman White & Mcauliffe Flexible Benefits Plan | - | 649 | - | - | - |
| Heller Ehrman White & Mcauliffe Group Life, Health and Ltd Plan | - | 1,614 | - | - | - |
| 2002 | 5 | 1,501 | $67,103,156 | $17,975,672 | $11,976iApproximate average salary by contribution assumption: employee only about $299,395 at 4% or $199,597 at 6%; with 50% employer match about $199,597 at 4% or $133,064 at 6%; with 100% employer match about $149,697 at 4% or $99,798 at 6%. |
| Heller, Ehrman, White & Mcauliffe 401K Retirement Savings & P/S Plan | - | 1,288 | $53,926,374 | $10,721,566 | $8,324iApproximate average salary by contribution assumption: employee only about $208,105 at 4% or $138,737 at 6%; with 50% employer match about $138,737 at 4% or $92,491 at 6%; with 100% employer match about $104,052 at 4% or $69,368 at 6%. |
| Heller Ehrman LLP Retirement Plan | - | 198 | $13,034,561 | $7,111,885 | $35,919iApproximate average salary by contribution assumption: employee only about $897,965 at 4% or $598,644 at 6%; with 50% employer match about $598,644 at 4% or $399,096 at 6%; with 100% employer match about $448,983 at 4% or $299,322 at 6%. |
| Heller Ehrman LLP Floor Pension Plan | - | 932 | $142,221 | $142,221 | $153iApproximate average salary by contribution assumption: employee only about $3,815 at 4% or $2,543 at 6%; with 50% employer match about $2,543 at 4% or $1,696 at 6%; with 100% employer match about $1,907 at 4% or $1,272 at 6%. |
| Heller Ehrman White & Mcauliffe Flexible Benefits Plan | - | 621 | - | - | - |
| Heller Ehrman White & Mcauliffe Group Life, Health and Ltd Plan | - | 1,501 | - | - | - |
| 2001 | 5 | 1,369 | $67,023,366 | $23,806,980 | $17,390iApproximate average salary by contribution assumption: employee only about $434,751 at 4% or $289,834 at 6%; with 50% employer match about $289,834 at 4% or $193,223 at 6%; with 100% employer match about $217,376 at 4% or $144,917 at 6%. |
| Heller, Ehrman, White & Mcauliffe 401K Retirement Savings & P/S Plan | - | 1,273 | $53,269,046 | $10,052,660 | $7,897iApproximate average salary by contribution assumption: employee only about $197,421 at 4% or $131,614 at 6%; with 50% employer match about $131,614 at 4% or $87,743 at 6%; with 100% employer match about $98,710 at 4% or $65,807 at 6%. |
| HELLER EHRMAN WHITE & MCAULIFFE LLP RETIREMENT PLAN | - | 193 | $6,877,160 | $6,877,160 | $35,633iApproximate average salary by contribution assumption: employee only about $890,824 at 4% or $593,883 at 6%; with 50% employer match about $593,883 at 4% or $395,922 at 6%; with 100% employer match about $445,412 at 4% or $296,941 at 6%. |
| Heller Ehrman LLP Retirement Plan | - | 193 | $6,877,160 | $6,877,160 | $35,633iApproximate average salary by contribution assumption: employee only about $890,824 at 4% or $593,883 at 6%; with 50% employer match about $593,883 at 4% or $395,922 at 6%; with 100% employer match about $445,412 at 4% or $296,941 at 6%. |
| Heller Ehrman White & Mcauliffe Group Life, Health and Ltd Plan | - | 1,369 | - | - | - |
| Heller Ehrman White & Mcauliffe Flexible Benefits Plan | - | 0 | - | - | - |
| 2000 | 3 | 1,210 | $49,870,437 | $8,130,682 | $6,720iApproximate average salary by contribution assumption: employee only about $167,989 at 4% or $111,993 at 6%; with 50% employer match about $111,993 at 4% or $74,662 at 6%; with 100% employer match about $83,995 at 4% or $55,996 at 6%. |
| Heller, Ehrman, White & Mcauliffe 401K Retirement Savings & P/S Plan | - | 1,187 | $49,870,437 | $8,130,682 | $6,850iApproximate average salary by contribution assumption: employee only about $171,244 at 4% or $114,163 at 6%; with 50% employer match about $114,163 at 4% or $76,109 at 6%; with 100% employer match about $85,622 at 4% or $57,081 at 6%. |
| Heller Ehrman White & Mcauliffe Group Life, Health and Ltd Plan | - | 1,210 | - | - | - |
| Heller Ehrman White & Mcauliffe Flexible Benefits Plan | - | 482 | - | - | - |
| 1999 | 4 | 1,197 | $44,889,651 | $7,804,425 | $6,520iApproximate average salary by contribution assumption: employee only about $163,000 at 4% or $108,666 at 6%; with 50% employer match about $108,666 at 4% or $72,444 at 6%; with 100% employer match about $81,500 at 4% or $54,333 at 6%. |
| Heller, Ehrman, White & Mcauliffe 401K Retirement Savings & P/S Plan | - | 992 | $44,889,651 | $7,804,425 | $7,867iApproximate average salary by contribution assumption: employee only about $196,684 at 4% or $131,123 at 6%; with 50% employer match about $131,123 at 4% or $87,415 at 6%; with 100% employer match about $98,342 at 4% or $65,561 at 6%. |
| Heller Ehrman White & Mcauliffe Group Life, Health and Ltd Plan | - | 1,197 | - | - | - |
| Heller Ehrman White & Mcauliffe Flexible Benefits Plan | - | 364 | - | - | - |
| Heller, Ehrman, White & Mcauliffe Pension Plan | - | 0 | - | - | - |