Civic Intelligence

John H. Heald PC

Plan context: John H. Heald PC 401(K) Plan

EIN 02-0675929 • Lake Oswego, OR • 6 filings • 1 plans

201 B Avenue, Suite 220Lake Oswego, OR 97034
Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$342,707

2018 Contributions

$50,277

Historical Graphs

Total Assets Over Time

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

$342,707$171,354$0201320162018YearValue
$342,707Latest year 2018

Participants Over Time

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

210201320162018YearValue
2Latest year 2018

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
201812$342,707$50,277$25,139iApproximate average salary by contribution assumption: employee only about $628,463 at 4% or $418,975 at 6%; with 50% employer match about $418,975 at 4% or $279,317 at 6%; with 100% employer match about $314,231 at 4% or $209,488 at 6%.
John H. Heald PC 401(K) Plan-2$342,707$50,277$25,139iApproximate average salary by contribution assumption: employee only about $628,463 at 4% or $418,975 at 6%; with 50% employer match about $418,975 at 4% or $279,317 at 6%; with 100% employer match about $314,231 at 4% or $209,488 at 6%.
201712$309,798$49,342$24,671iApproximate average salary by contribution assumption: employee only about $616,775 at 4% or $411,183 at 6%; with 50% employer match about $411,183 at 4% or $274,122 at 6%; with 100% employer match about $308,388 at 4% or $205,592 at 6%.
John H. Heald PC 401(K) Plan-2$309,798$49,342$24,671iApproximate average salary by contribution assumption: employee only about $616,775 at 4% or $411,183 at 6%; with 50% employer match about $411,183 at 4% or $274,122 at 6%; with 100% employer match about $308,388 at 4% or $205,592 at 6%.
201612$236,227$44,842$22,421iApproximate average salary by contribution assumption: employee only about $560,525 at 4% or $373,683 at 6%; with 50% employer match about $373,683 at 4% or $249,122 at 6%; with 100% employer match about $280,263 at 4% or $186,842 at 6%.
John H. Heald PC 401(K) Plan-2$236,227$44,842$22,421iApproximate average salary by contribution assumption: employee only about $560,525 at 4% or $373,683 at 6%; with 50% employer match about $373,683 at 4% or $249,122 at 6%; with 100% employer match about $280,263 at 4% or $186,842 at 6%.
201512$178,044$44,564$22,282iApproximate average salary by contribution assumption: employee only about $557,050 at 4% or $371,367 at 6%; with 50% employer match about $371,367 at 4% or $247,578 at 6%; with 100% employer match about $278,525 at 4% or $185,683 at 6%.
John H. Heald PC 401(K) Plan-2$178,044$44,564$22,282iApproximate average salary by contribution assumption: employee only about $557,050 at 4% or $371,367 at 6%; with 50% employer match about $371,367 at 4% or $247,578 at 6%; with 100% employer match about $278,525 at 4% or $185,683 at 6%.
201412$136,856$32,593$16,297iApproximate average salary by contribution assumption: employee only about $407,413 at 4% or $271,608 at 6%; with 50% employer match about $271,608 at 4% or $181,072 at 6%; with 100% employer match about $203,706 at 4% or $135,804 at 6%.
John H. Heald PC 401(K) Plan-2$136,856$32,593$16,297iApproximate average salary by contribution assumption: employee only about $407,413 at 4% or $271,608 at 6%; with 50% employer match about $271,608 at 4% or $181,072 at 6%; with 100% employer match about $203,706 at 4% or $135,804 at 6%.
201312$95,362$87,121$43,561iApproximate average salary by contribution assumption: employee only about $1,089,013 at 4% or $726,008 at 6%; with 50% employer match about $726,008 at 4% or $484,006 at 6%; with 100% employer match about $544,506 at 4% or $363,004 at 6%.
John H. Heald PC 401(K) Plan-2$95,362$87,121$43,561iApproximate average salary by contribution assumption: employee only about $1,089,013 at 4% or $726,008 at 6%; with 50% employer match about $726,008 at 4% or $484,006 at 6%; with 100% employer match about $544,506 at 4% or $363,004 at 6%.