Civic Intelligence

Heinlein & Beeler PC

Plan context: Heinlein & Beeler PC 401(K) P/S Plan

EIN 04-3394903 • Natick, MA • 7 filings • 2 plans

207 Union StreetNatick, MA 01760
Current Snapshot

Latest Year

2013

2013 Participants

8

2013 Assets

$745,952

2013 Contributions

$72,099

Historical Graphs

Total Assets Over Time

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

$745,952$372,976$0200720102013YearValue
$745,952Latest year 2013

Participants Over Time

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

840200720102013YearValue
8Latest year 2013

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
201318$745,952$72,099$9,012iApproximate average salary by contribution assumption: employee only about $225,309 at 4% or $150,206 at 6%; with 50% employer match about $150,206 at 4% or $100,138 at 6%; with 100% employer match about $112,655 at 4% or $75,103 at 6%.
Heinlein & Beeler PC 401(K) P/S Plan-8$745,952$72,099$9,012iApproximate average salary by contribution assumption: employee only about $225,309 at 4% or $150,206 at 6%; with 50% employer match about $150,206 at 4% or $100,138 at 6%; with 100% employer match about $112,655 at 4% or $75,103 at 6%.
201217$581,557$121,657$17,380iApproximate average salary by contribution assumption: employee only about $434,489 at 4% or $289,660 at 6%; with 50% employer match about $289,660 at 4% or $193,106 at 6%; with 100% employer match about $217,245 at 4% or $144,830 at 6%.
Heinlein & Beeler PC 401(K) P/S Plan-7$581,557$121,657$17,380iApproximate average salary by contribution assumption: employee only about $434,489 at 4% or $289,660 at 6%; with 50% employer match about $289,660 at 4% or $193,106 at 6%; with 100% employer match about $217,245 at 4% or $144,830 at 6%.
201117$400,496$63,571$9,082iApproximate average salary by contribution assumption: employee only about $227,039 at 4% or $151,360 at 6%; with 50% employer match about $151,360 at 4% or $100,906 at 6%; with 100% employer match about $113,520 at 4% or $75,680 at 6%.
Heinlein & Beeler PC 401(K) P/S Plan-7$400,496$63,571$9,082iApproximate average salary by contribution assumption: employee only about $227,039 at 4% or $151,360 at 6%; with 50% employer match about $151,360 at 4% or $100,906 at 6%; with 100% employer match about $113,520 at 4% or $75,680 at 6%.
201017$372,107$70,816$10,117iApproximate average salary by contribution assumption: employee only about $252,914 at 4% or $168,610 at 6%; with 50% employer match about $168,610 at 4% or $112,406 at 6%; with 100% employer match about $126,457 at 4% or $84,305 at 6%.
Heinlein & Beeler PC 401(K) P/S Plan-7$372,107$70,816$10,117iApproximate average salary by contribution assumption: employee only about $252,914 at 4% or $168,610 at 6%; with 50% employer match about $168,610 at 4% or $112,406 at 6%; with 100% employer match about $126,457 at 4% or $84,305 at 6%.
200917$260,960$81,670$11,667iApproximate average salary by contribution assumption: employee only about $291,679 at 4% or $194,452 at 6%; with 50% employer match about $194,452 at 4% or $129,635 at 6%; with 100% employer match about $145,839 at 4% or $97,226 at 6%.
Heinlein & Beeler PC 401(K) P/S Plan-7$260,960$81,670$11,667iApproximate average salary by contribution assumption: employee only about $291,679 at 4% or $194,452 at 6%; with 50% employer match about $194,452 at 4% or $129,635 at 6%; with 100% employer match about $145,839 at 4% or $97,226 at 6%.
200817$126,684$60,917$8,702iApproximate average salary by contribution assumption: employee only about $217,561 at 4% or $145,040 at 6%; with 50% employer match about $145,040 at 4% or $96,694 at 6%; with 100% employer match about $108,780 at 4% or $72,520 at 6%.
Heinlein & Beeler PC 401(K) P/S Plan-7$126,684$60,917$8,702iApproximate average salary by contribution assumption: employee only about $217,561 at 4% or $145,040 at 6%; with 50% employer match about $145,040 at 4% or $96,694 at 6%; with 100% employer match about $108,780 at 4% or $72,520 at 6%.
200717$142,683$141,802$20,257iApproximate average salary by contribution assumption: employee only about $506,436 at 4% or $337,624 at 6%; with 50% employer match about $337,624 at 4% or $225,083 at 6%; with 100% employer match about $253,218 at 4% or $168,812 at 6%.
Heinlein & Beeler PC 401(K) P/S Plan-7$142,683$141,802$20,257iApproximate average salary by contribution assumption: employee only about $506,436 at 4% or $337,624 at 6%; with 50% employer match about $337,624 at 4% or $225,083 at 6%; with 100% employer match about $253,218 at 4% or $168,812 at 6%.