Phillips Yee Associates Inc. DBA Heritage Associates
Plan context: Phillips Yee Associates Inc. DBA Heritage Associates Profit Sharing Plan
EIN 94-2877255 • 7 filings • 2 plans
Current Snapshot
Latest Year
2005
2005 Participants
1
2005 Assets
$40,094
2005 Contributions
$0
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 |
|---|---|---|---|---|---|
| 2005 | 1 | 0 | $0 | $0 | - |
| Phillips Yee Associates Inc. DBA Heritage Associates Profit Sharing Plan | - | 0 | - | - | - |
| 2004 | 1 | 1 | $40,094 | $0 | - |
| Phillips Yee Associates Inc. DBA Heritage Associates Profit Sharing Plan | - | 1 | $40,094 | - | - |
| 2003 | 1 | 1 | $34,540 | $0 | - |
| Phillips Yee Associates Inc. DBA Heritage Associates Profit Sharing Plan | - | 1 | $34,540 | - | - |
| 2002 | 1 | 1 | $26,659 | $0 | - |
| Phillips Yee Associates Inc. DBA Heritage Associates Profit Sharing Plan | - | 1 | $26,659 | - | - |
| 2001 | 1 | 1 | $0 | $0 | - |
| Phillips Yee Associates Inc. DBA Heritage Associates Profit Sharing Plan | - | 1 | - | - | - |
| 2000 | 1 | 1 | $45,665 | $0 | - |
| Phillips Yee Associates Inc. DBA Heritage Associates Profit Sharing Plan | - | 1 | $45,665 | - | - |
| 1999 | 1 | 0 | $52,869 | $0 | - |
| Phillips Yee Associates Inc. DBA Heritage Associates Profit Sharing Plan | - | 0 | $52,869 | - | - |