Phil Heim Inc.
Plan context: Defined Benefit Pension Plan & Trust of Phil Heim Inc.
EIN 95-3536287 • 9 filings • 4 plans
Current Snapshot
Latest Year
2008
2008 Participants
6
2008 Assets
$286,376
2008 Contributions
$269,792
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 0 | $0 | $0 | - |
| Defined Benefit Pension Plan & Trust of Phil Heim Inc. | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Defined Benefit Pension Plan & Trust of Phil Heim Inc. | - | 0 | - | - | - |
| 2006 | 1 | 6 | $286,376 | $0 | - |
| Defined Benefit Pension Plan & Trust of Phil Heim Inc. | - | 6 | $286,376 | - | - |
| 2005 | 1 | 7 | $275,264 | $269,792 | $38,542iApproximate average salary by contribution assumption: employee only about $963,543 at 4% or $642,362 at 6%; with 50% employer match about $642,362 at 4% or $428,241 at 6%; with 100% employer match about $481,771 at 4% or $321,181 at 6%. |
| P.H.I. 401K PLAN | - | 7 | $275,264 | $269,792 | $38,542iApproximate average salary by contribution assumption: employee only about $963,543 at 4% or $642,362 at 6%; with 50% employer match about $642,362 at 4% or $428,241 at 6%; with 100% employer match about $481,771 at 4% or $321,181 at 6%. |
| 2003 | 1 | 0 | $0 | $0 | - |
| Defined Benefit Pension Plan & Trust of Phil Heim Inc. | - | 0 | - | - | - |
| 2002 | 1 | 6 | $0 | $0 | - |
| Defined Benefit Pension Plan & Trust of Phil Heim Inc. | - | 6 | - | - | - |
| 2001 | 1 | 9 | $0 | $0 | - |
| Defined Benefit Pension Plan & Trust of Phil Heim Inc. | - | 9 | - | - | - |
| 2000 | 1 | 8 | $0 | $0 | - |
| Defined Benefit Pension Plan & Trust of Phil Heim Inc. | - | 8 | - | - | - |
| 1999 | 1 | 6 | $408,481 | $35,000 | $5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%. |
| Defined Benefit Pension Plan & Trust of Phil Heim Inc. | - | 6 | $408,481 | $35,000 | $5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%. |