Lee a Heiler Jr CPA Inc
Plan context: Lee a Heiler Jr CPA Inc Employees Profit Sharing Plan
EIN 04-2603713 • Plymouth, MA • 42 filings • 22 plans
Current Snapshot
Latest Year
2019
2019 Participants
2
2019 Assets
$3,073,859
2019 Contributions
$10,000
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 |
|---|---|---|---|---|---|
| 2019 | 2 | 2 | $3,073,859 | $0 | - |
| Lee a Heiler Jr CPA Inc Employees Profit Sharing Plan | - | 2 | $1,716,149 | - | - |
| Lee a Heiler Jr CPA Inc Employees Pension Plan | - | 2 | $1,357,710 | - | - |
| 2018 | 2 | 2 | $3,030,582 | $10,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Lee a Heiler Jr CPA Inc Employees Profit Sharing Plan | - | 2 | $1,658,657 | $10,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Lee a Heiler Jr CPA Inc Employees Pension Plan | - | 2 | $1,371,925 | - | - |
| 2017 | 2 | 2 | $3,181,709 | $18,720 | $9,360iApproximate average salary by contribution assumption: employee only about $234,000 at 4% or $156,000 at 6%; with 50% employer match about $156,000 at 4% or $104,000 at 6%; with 100% employer match about $117,000 at 4% or $78,000 at 6%. |
| Lee a Heiler Jr CPA Inc Employees Profit Sharing Plan | - | 2 | $1,720,328 | $18,720 | $9,360iApproximate average salary by contribution assumption: employee only about $234,000 at 4% or $156,000 at 6%; with 50% employer match about $156,000 at 4% or $104,000 at 6%; with 100% employer match about $117,000 at 4% or $78,000 at 6%. |
| Lee a Heiler Jr CPA Inc Employees Pension Plan | - | 2 | $1,461,381 | $0 | - |
| 2016 | 2 | 2 | $2,948,378 | $18,720 | $9,360iApproximate average salary by contribution assumption: employee only about $234,000 at 4% or $156,000 at 6%; with 50% employer match about $156,000 at 4% or $104,000 at 6%; with 100% employer match about $117,000 at 4% or $78,000 at 6%. |
| Lee a Heiler Jr CPA Inc Employees Profit Sharing Plan | - | 2 | $1,566,050 | $18,720 | $9,360iApproximate average salary by contribution assumption: employee only about $234,000 at 4% or $156,000 at 6%; with 50% employer match about $156,000 at 4% or $104,000 at 6%; with 100% employer match about $117,000 at 4% or $78,000 at 6%. |
| Lee a Heiler Jr CPA Inc Employees Pension Plan | - | 2 | $1,382,328 | - | - |
| 2015 | 2 | 2 | $2,931,225 | $18,720 | $9,360iApproximate average salary by contribution assumption: employee only about $234,000 at 4% or $156,000 at 6%; with 50% employer match about $156,000 at 4% or $104,000 at 6%; with 100% employer match about $117,000 at 4% or $78,000 at 6%. |
| Lee a Heiler Jr CPA Inc Employees Profit Sharing Plan | - | 2 | $1,530,926 | $18,720 | $9,360iApproximate average salary by contribution assumption: employee only about $234,000 at 4% or $156,000 at 6%; with 50% employer match about $156,000 at 4% or $104,000 at 6%; with 100% employer match about $117,000 at 4% or $78,000 at 6%. |
| Lee a Heiler Jr CPA Inc Employees Pension Plan | - | 2 | $1,400,299 | - | - |
| 2014 | 2 | 2 | $3,044,273 | $18,720 | $9,360iApproximate average salary by contribution assumption: employee only about $234,000 at 4% or $156,000 at 6%; with 50% employer match about $156,000 at 4% or $104,000 at 6%; with 100% employer match about $117,000 at 4% or $78,000 at 6%. |
| Lee a Heiler Jr CPA Inc Employees Profit Sharing Plan | - | 2 | $1,587,075 | $18,720 | $9,360iApproximate average salary by contribution assumption: employee only about $234,000 at 4% or $156,000 at 6%; with 50% employer match about $156,000 at 4% or $104,000 at 6%; with 100% employer match about $117,000 at 4% or $78,000 at 6%. |
| Lee a Heiler Jr CPA Inc Employees Pension Plan | - | 2 | $1,457,198 | - | - |
| 2013 | 2 | 2 | $2,916,362 | $18,720 | $9,360iApproximate average salary by contribution assumption: employee only about $234,000 at 4% or $156,000 at 6%; with 50% employer match about $156,000 at 4% or $104,000 at 6%; with 100% employer match about $117,000 at 4% or $78,000 at 6%. |
| Lee a Heiler Jr CPA Inc Employees Profit Sharing Plan | - | 2 | $1,499,974 | $18,720 | $9,360iApproximate average salary by contribution assumption: employee only about $234,000 at 4% or $156,000 at 6%; with 50% employer match about $156,000 at 4% or $104,000 at 6%; with 100% employer match about $117,000 at 4% or $78,000 at 6%. |
| Lee a Heiler Jr CPA Inc Employees Pension Plan | - | 2 | $1,416,388 | - | - |
| 2012 | 2 | 2 | $2,534,480 | $18,720 | $9,360iApproximate average salary by contribution assumption: employee only about $234,000 at 4% or $156,000 at 6%; with 50% employer match about $156,000 at 4% or $104,000 at 6%; with 100% employer match about $117,000 at 4% or $78,000 at 6%. |
| Lee a Heiler Jr CPA Inc Employees Profit Sharing Plan | - | 2 | $1,320,885 | $18,720 | $9,360iApproximate average salary by contribution assumption: employee only about $234,000 at 4% or $156,000 at 6%; with 50% employer match about $156,000 at 4% or $104,000 at 6%; with 100% employer match about $117,000 at 4% or $78,000 at 6%. |
| Lee a Heiler Jr CPA Inc Employees Pension Plan | - | 2 | $1,213,595 | - | - |
| 2011 | 2 | 2 | $2,345,609 | $18,720 | $9,360iApproximate average salary by contribution assumption: employee only about $234,000 at 4% or $156,000 at 6%; with 50% employer match about $156,000 at 4% or $104,000 at 6%; with 100% employer match about $117,000 at 4% or $78,000 at 6%. |
| Lee a Heiler Jr CPA Inc Employees Profit Sharing Plan | - | 2 | $1,219,013 | $18,720 | $9,360iApproximate average salary by contribution assumption: employee only about $234,000 at 4% or $156,000 at 6%; with 50% employer match about $156,000 at 4% or $104,000 at 6%; with 100% employer match about $117,000 at 4% or $78,000 at 6%. |
| Lee a Heiler Jr CPA Inc Employees Pension Plan | - | 2 | $1,126,596 | - | - |
| 2010 | 2 | 2 | $2,479,227 | $196,744 | $98,372iApproximate average salary by contribution assumption: employee only about $2,459,300 at 4% or $1,639,533 at 6%; with 50% employer match about $1,639,533 at 4% or $1,093,022 at 6%; with 100% employer match about $1,229,650 at 4% or $819,767 at 6%. |
| Lee a Heiler Jr CPA Inc Employees Profit Sharing Plan | - | 2 | $1,296,033 | $196,744 | $98,372iApproximate average salary by contribution assumption: employee only about $2,459,300 at 4% or $1,639,533 at 6%; with 50% employer match about $1,639,533 at 4% or $1,093,022 at 6%; with 100% employer match about $1,229,650 at 4% or $819,767 at 6%. |
| Lee a Heiler Jr CPA Inc Employees Pension Plan | - | 2 | $1,183,194 | - | - |
| 2009 | 2 | 2 | $2,124,516 | $26,339 | $13,170iApproximate average salary by contribution assumption: employee only about $329,238 at 4% or $219,492 at 6%; with 50% employer match about $219,492 at 4% or $146,328 at 6%; with 100% employer match about $164,619 at 4% or $109,746 at 6%. |
| Lee a Heiler Jr CPA Inc Employees Profit Sharing Plan | - | 2 | $1,099,289 | $26,339 | $13,170iApproximate average salary by contribution assumption: employee only about $329,238 at 4% or $219,492 at 6%; with 50% employer match about $219,492 at 4% or $146,328 at 6%; with 100% employer match about $164,619 at 4% or $109,746 at 6%. |
| Lee a Heiler Jr CPA Inc Employees Pension Plan | - | 2 | $1,025,227 | - | - |
| 2008 | 2 | 2 | $1,699,285 | $26,470 | $13,235iApproximate average salary by contribution assumption: employee only about $330,875 at 4% or $220,583 at 6%; with 50% employer match about $220,583 at 4% or $147,056 at 6%; with 100% employer match about $165,438 at 4% or $110,292 at 6%. |
| Lee a Heiler Jr CPA Inc Employees Profit Sharing Plan | - | 2 | $863,971 | $26,470 | $13,235iApproximate average salary by contribution assumption: employee only about $330,875 at 4% or $220,583 at 6%; with 50% employer match about $220,583 at 4% or $147,056 at 6%; with 100% employer match about $165,438 at 4% or $110,292 at 6%. |
| Lee a Heiler Jr CPA Inc Employees Pension Plan | - | 2 | $835,314 | - | - |
| 2007 | 2 | 3 | $0 | $0 | - |
| Lee a Heiler Jr CPA Inc Employees Profit Sharing Plan | - | 3 | - | - | - |
| Lee a Heiler Jr CPA Inc Employees Pension Plan | - | 2 | - | - | - |
| 2006 | 2 | 3 | $2,048,074 | $30,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Lee a Heiler Jr CPA Inc Employees Profit Sharing Plan | - | 3 | $1,038,874 | $30,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Lee a Heiler Jr CPA Inc Employees Pension Plan | - | 2 | $1,009,200 | - | - |
| 2005 | 2 | 3 | $1,830,525 | $30,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Lee a Heiler Jr CPA Inc Employees Pension Plan | - | 2 | $919,319 | - | - |
| Lee a Heiler Jr CPA Inc Employees Profit Sharing Plan | - | 3 | $911,206 | $30,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2004 | 2 | 3 | $1,637,704 | $30,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Lee a Heiler Jr CPA Inc Employees Pension Plan | - | 2 | $822,012 | - | - |
| Lee a Heiler Jr CPA Inc Employees Profit Sharing Plan | - | 3 | $815,692 | $30,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2003 | 2 | 3 | $1,429,988 | $215,519 | $71,840iApproximate average salary by contribution assumption: employee only about $1,795,992 at 4% or $1,197,328 at 6%; with 50% employer match about $1,197,328 at 4% or $798,219 at 6%; with 100% employer match about $897,996 at 4% or $598,664 at 6%. |
| Lee a Heiler Jr CPA Inc Employees Pension Plan | - | 0 | $740,568 | - | - |
| Lee a Heiler Jr CPA Inc Employees Profit Sharing Plan | - | 3 | $689,420 | $215,519 | $71,840iApproximate average salary by contribution assumption: employee only about $1,795,992 at 4% or $1,197,328 at 6%; with 50% employer match about $1,197,328 at 4% or $798,219 at 6%; with 100% employer match about $897,996 at 4% or $598,664 at 6%. |
| 2002 | 2 | 3 | $1,060,841 | $28,965 | $9,655iApproximate average salary by contribution assumption: employee only about $241,375 at 4% or $160,917 at 6%; with 50% employer match about $160,917 at 4% or $107,278 at 6%; with 100% employer match about $120,688 at 4% or $80,458 at 6%. |
| Lee a Heiler Jr CPA Inc Employees Pension Plan | - | 0 | $667,217 | - | - |
| Lee a Heiler Jr CPA Inc Employees Profit Sharing Plan | - | 3 | $393,624 | $28,965 | $9,655iApproximate average salary by contribution assumption: employee only about $241,375 at 4% or $160,917 at 6%; with 50% employer match about $160,917 at 4% or $107,278 at 6%; with 100% employer match about $120,688 at 4% or $80,458 at 6%. |
| 2001 | 2 | 0 | $0 | $0 | - |
| Lee a Heiler Jr CPA Inc Employees Pension Plan | - | 0 | - | - | - |
| Lee a Heiler Jr CPA Inc Employees Profit Sharing Plan | - | 0 | - | - | - |
| 2000 | 2 | 0 | $983,431 | $0 | - |
| Lee a Heiler Jr CPA Inc Employees Pension Plan | - | 0 | $636,530 | - | - |
| Lee a Heiler Jr CPA Inc Employees Profit Sharing Plan | - | 0 | $346,901 | - | - |
| 1999 | 2 | 0 | $988,045 | $0 | - |
| Lee a Heiler Jr CPA Inc Employees Pension Plan | - | 0 | $596,069 | - | - |
| Lee a Heiler Jr CPA Inc Employees Profit Sharing Plan | - | 0 | $391,976 | - | - |