Bill Heenan Real Estate
Plan context: Bill Heenan Real Estate 401(K) Plan
EIN 02-0558882 • Waterford, CT • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$351,570
2025 Contributions
$35,014
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $351,570 | $35,014 | $8,754iApproximate average salary by contribution assumption: employee only about $218,838 at 4% or $145,892 at 6%; with 50% employer match about $145,892 at 4% or $97,261 at 6%; with 100% employer match about $109,419 at 4% or $72,946 at 6%. |
| Bill Heenan Real Estate 401(K) Plan | - | 4 | $351,570 | $35,014 | $8,754iApproximate average salary by contribution assumption: employee only about $218,838 at 4% or $145,892 at 6%; with 50% employer match about $145,892 at 4% or $97,261 at 6%; with 100% employer match about $109,419 at 4% or $72,946 at 6%. |
| 2024 | 1 | 1 | $266,930 | $67,720 | $67,720iApproximate average salary by contribution assumption: employee only about $1,693,000 at 4% or $1,128,667 at 6%; with 50% employer match about $1,128,667 at 4% or $752,444 at 6%; with 100% employer match about $846,500 at 4% or $564,333 at 6%. |
| Bill Heenan Real Estate 401(K) Plan | - | 1 | $266,930 | $67,720 | $67,720iApproximate average salary by contribution assumption: employee only about $1,693,000 at 4% or $1,128,667 at 6%; with 50% employer match about $1,128,667 at 4% or $752,444 at 6%; with 100% employer match about $846,500 at 4% or $564,333 at 6%. |
| 2023 | 1 | 2 | $177,326 | $67,451 | $33,726iApproximate average salary by contribution assumption: employee only about $843,138 at 4% or $562,092 at 6%; with 50% employer match about $562,092 at 4% or $374,728 at 6%; with 100% employer match about $421,569 at 4% or $281,046 at 6%. |
| Bill Heenan Real Estate 401(K) Plan | - | 2 | $177,326 | $67,451 | $33,726iApproximate average salary by contribution assumption: employee only about $843,138 at 4% or $562,092 at 6%; with 50% employer match about $562,092 at 4% or $374,728 at 6%; with 100% employer match about $421,569 at 4% or $281,046 at 6%. |
| 2021 | 1 | 2 | $32,082 | $32,082 | $16,041iApproximate average salary by contribution assumption: employee only about $401,025 at 4% or $267,350 at 6%; with 50% employer match about $267,350 at 4% or $178,233 at 6%; with 100% employer match about $200,513 at 4% or $133,675 at 6%. |
| Bill Heenan Real Estate 401(K) Plan | - | 2 | $32,082 | $32,082 | $16,041iApproximate average salary by contribution assumption: employee only about $401,025 at 4% or $267,350 at 6%; with 50% employer match about $267,350 at 4% or $178,233 at 6%; with 100% employer match about $200,513 at 4% or $133,675 at 6%. |