Civic Intelligence

Katherine D. Hein, M.D., P.C.

Plan context: Katherine D. Hein, M.D.. PC. Retirement Plan

EIN 04-3510567 • Wellesley, MA • 23 filings • 3 plans

1 Washington Street, Suite 301Wellesley, MA 02481
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$2,502,595

2025 Contributions

$104,032

Historical Graphs

Total Assets Over Time

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

$2,502,595$1,251,298$0200320142025YearValue
$2,502,595Latest year 2025

Participants Over Time

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

950200320142025YearValue
6Latest year 2025

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
202516$2,502,595$104,032$17,339iApproximate average salary by contribution assumption: employee only about $433,467 at 4% or $288,978 at 6%; with 50% employer match about $288,978 at 4% or $192,652 at 6%; with 100% employer match about $216,733 at 4% or $144,489 at 6%.
Katherine D. Hein, M.D.. PC. Retirement Plan-6$2,502,595$104,032$17,339iApproximate average salary by contribution assumption: employee only about $433,467 at 4% or $288,978 at 6%; with 50% employer match about $288,978 at 4% or $192,652 at 6%; with 100% employer match about $216,733 at 4% or $144,489 at 6%.
202416$2,125,512$99,974$16,662iApproximate average salary by contribution assumption: employee only about $416,558 at 4% or $277,706 at 6%; with 50% employer match about $277,706 at 4% or $185,137 at 6%; with 100% employer match about $208,279 at 4% or $138,853 at 6%.
Katherine D. Hein, M.D.. PC. Retirement Plan-6$2,125,512$99,974$16,662iApproximate average salary by contribution assumption: employee only about $416,558 at 4% or $277,706 at 6%; with 50% employer match about $277,706 at 4% or $185,137 at 6%; with 100% employer match about $208,279 at 4% or $138,853 at 6%.
202319$2,048,057$42,729$4,748iApproximate average salary by contribution assumption: employee only about $118,692 at 4% or $79,128 at 6%; with 50% employer match about $79,128 at 4% or $52,752 at 6%; with 100% employer match about $59,346 at 4% or $39,564 at 6%.
Katherine D. Hein, M.D.. PC. Retirement Plan-9$2,048,057$42,729$4,748iApproximate average salary by contribution assumption: employee only about $118,692 at 4% or $79,128 at 6%; with 50% employer match about $79,128 at 4% or $52,752 at 6%; with 100% employer match about $59,346 at 4% or $39,564 at 6%.
202213$1,674,650$0-
Katherine D. Hein, M.D.. PC. Retirement Plan-3$1,674,650$0-
202113$1,865,644$88,452$29,484iApproximate average salary by contribution assumption: employee only about $737,100 at 4% or $491,400 at 6%; with 50% employer match about $491,400 at 4% or $327,600 at 6%; with 100% employer match about $368,550 at 4% or $245,700 at 6%.
Katherine D. Hein, M.D.. PC. Retirement Plan-3$1,865,644$88,452$29,484iApproximate average salary by contribution assumption: employee only about $737,100 at 4% or $491,400 at 6%; with 50% employer match about $491,400 at 4% or $327,600 at 6%; with 100% employer match about $368,550 at 4% or $245,700 at 6%.
202013$1,616,349$82,345$27,448iApproximate average salary by contribution assumption: employee only about $686,208 at 4% or $457,472 at 6%; with 50% employer match about $457,472 at 4% or $304,981 at 6%; with 100% employer match about $343,104 at 4% or $228,736 at 6%.
Katherine D. Hein, M.D.. PC. Retirement Plan-3$1,616,349$82,345$27,448iApproximate average salary by contribution assumption: employee only about $686,208 at 4% or $457,472 at 6%; with 50% employer match about $457,472 at 4% or $304,981 at 6%; with 100% employer match about $343,104 at 4% or $228,736 at 6%.
201913$1,468,294$37,440$12,480iApproximate average salary by contribution assumption: employee only about $312,000 at 4% or $208,000 at 6%; with 50% employer match about $208,000 at 4% or $138,667 at 6%; with 100% employer match about $156,000 at 4% or $104,000 at 6%.
Katherine D. Hein, M.D.. PC. Retirement Plan-3$1,468,294$37,440$12,480iApproximate average salary by contribution assumption: employee only about $312,000 at 4% or $208,000 at 6%; with 50% employer match about $208,000 at 4% or $138,667 at 6%; with 100% employer match about $156,000 at 4% or $104,000 at 6%.
201812$1,190,723$75,654$37,827iApproximate average salary by contribution assumption: employee only about $945,675 at 4% or $630,450 at 6%; with 50% employer match about $630,450 at 4% or $420,300 at 6%; with 100% employer match about $472,838 at 4% or $315,225 at 6%.
Katherine D. Hein, M.D.. PC. Retirement Plan-2$1,190,723$75,654$37,827iApproximate average salary by contribution assumption: employee only about $945,675 at 4% or $630,450 at 6%; with 50% employer match about $630,450 at 4% or $420,300 at 6%; with 100% employer match about $472,838 at 4% or $315,225 at 6%.
201714$1,276,112$121,582$30,396iApproximate average salary by contribution assumption: employee only about $759,888 at 4% or $506,592 at 6%; with 50% employer match about $506,592 at 4% or $337,728 at 6%; with 100% employer match about $379,944 at 4% or $253,296 at 6%.
Katherine D. Hein, M.D.. PC. Retirement Plan-4$1,276,112$121,582$30,396iApproximate average salary by contribution assumption: employee only about $759,888 at 4% or $506,592 at 6%; with 50% employer match about $506,592 at 4% or $337,728 at 6%; with 100% employer match about $379,944 at 4% or $253,296 at 6%.
201613$1,042,991$58,288$19,429iApproximate average salary by contribution assumption: employee only about $485,733 at 4% or $323,822 at 6%; with 50% employer match about $323,822 at 4% or $215,881 at 6%; with 100% employer match about $242,867 at 4% or $161,911 at 6%.
Katherine D. Hein, M.D.. PC. Retirement Plan-3$1,042,991$58,288$19,429iApproximate average salary by contribution assumption: employee only about $485,733 at 4% or $323,822 at 6%; with 50% employer match about $323,822 at 4% or $215,881 at 6%; with 100% employer match about $242,867 at 4% or $161,911 at 6%.
201515$916,977$36,909$7,382iApproximate average salary by contribution assumption: employee only about $184,545 at 4% or $123,030 at 6%; with 50% employer match about $123,030 at 4% or $82,020 at 6%; with 100% employer match about $92,273 at 4% or $61,515 at 6%.
Katherine D. Hein, M.D.. PC. Retirement Plan-5$916,977$36,909$7,382iApproximate average salary by contribution assumption: employee only about $184,545 at 4% or $123,030 at 6%; with 50% employer match about $123,030 at 4% or $82,020 at 6%; with 100% employer match about $92,273 at 4% or $61,515 at 6%.
201414$960,587$80,787$20,197iApproximate average salary by contribution assumption: employee only about $504,919 at 4% or $336,613 at 6%; with 50% employer match about $336,613 at 4% or $224,408 at 6%; with 100% employer match about $252,459 at 4% or $168,306 at 6%.
Katherine D. Hein, M.D.. PC. Retirement Plan-4$960,587$80,787$20,197iApproximate average salary by contribution assumption: employee only about $504,919 at 4% or $336,613 at 6%; with 50% employer match about $336,613 at 4% or $224,408 at 6%; with 100% employer match about $252,459 at 4% or $168,306 at 6%.
201314$843,121$114,120$28,530iApproximate average salary by contribution assumption: employee only about $713,250 at 4% or $475,500 at 6%; with 50% employer match about $475,500 at 4% or $317,000 at 6%; with 100% employer match about $356,625 at 4% or $237,750 at 6%.
Katherine D. Hein, M.D.. PC. Retirement Plan-4$843,121$114,120$28,530iApproximate average salary by contribution assumption: employee only about $713,250 at 4% or $475,500 at 6%; with 50% employer match about $475,500 at 4% or $317,000 at 6%; with 100% employer match about $356,625 at 4% or $237,750 at 6%.
201214$622,850$37,965$9,491iApproximate average salary by contribution assumption: employee only about $237,281 at 4% or $158,188 at 6%; with 50% employer match about $158,188 at 4% or $105,458 at 6%; with 100% employer match about $118,641 at 4% or $79,094 at 6%.
Katherine D. Hein, M.D.. PC. Retirement Plan-4$622,850$37,965$9,491iApproximate average salary by contribution assumption: employee only about $237,281 at 4% or $158,188 at 6%; with 50% employer match about $158,188 at 4% or $105,458 at 6%; with 100% employer match about $118,641 at 4% or $79,094 at 6%.
201115$529,698$31,311$6,262iApproximate average salary by contribution assumption: employee only about $156,555 at 4% or $104,370 at 6%; with 50% employer match about $104,370 at 4% or $69,580 at 6%; with 100% employer match about $78,278 at 4% or $52,185 at 6%.
Katherine D. Hein, M.D.. PC. Retirement Plan-5$529,698$31,311$6,262iApproximate average salary by contribution assumption: employee only about $156,555 at 4% or $104,370 at 6%; with 50% employer match about $104,370 at 4% or $69,580 at 6%; with 100% employer match about $78,278 at 4% or $52,185 at 6%.
201014$501,223$27,944$6,986iApproximate average salary by contribution assumption: employee only about $174,650 at 4% or $116,433 at 6%; with 50% employer match about $116,433 at 4% or $77,622 at 6%; with 100% employer match about $87,325 at 4% or $58,217 at 6%.
Katherine D. Hein, M.D.. PC. Retirement Plan-4$501,223$27,944$6,986iApproximate average salary by contribution assumption: employee only about $174,650 at 4% or $116,433 at 6%; with 50% employer match about $116,433 at 4% or $77,622 at 6%; with 100% employer match about $87,325 at 4% or $58,217 at 6%.
200914$424,007$28,727$7,182iApproximate average salary by contribution assumption: employee only about $179,544 at 4% or $119,696 at 6%; with 50% employer match about $119,696 at 4% or $79,797 at 6%; with 100% employer match about $89,772 at 4% or $59,848 at 6%.
Katherine D. Hein, M.D.. PC. Retirement Plan-4$424,007$28,727$7,182iApproximate average salary by contribution assumption: employee only about $179,544 at 4% or $119,696 at 6%; with 50% employer match about $119,696 at 4% or $79,797 at 6%; with 100% employer match about $89,772 at 4% or $59,848 at 6%.
200814$343,498$71,238$17,810iApproximate average salary by contribution assumption: employee only about $445,238 at 4% or $296,825 at 6%; with 50% employer match about $296,825 at 4% or $197,883 at 6%; with 100% employer match about $222,619 at 4% or $148,413 at 6%.
Katherine D. Hein, M.D.. PC. Retirement Plan-4$343,498$71,238$17,810iApproximate average salary by contribution assumption: employee only about $445,238 at 4% or $296,825 at 6%; with 50% employer match about $296,825 at 4% or $197,883 at 6%; with 100% employer match about $222,619 at 4% or $148,413 at 6%.
200713$347,386$59,332$19,777iApproximate average salary by contribution assumption: employee only about $494,433 at 4% or $329,622 at 6%; with 50% employer match about $329,622 at 4% or $219,748 at 6%; with 100% employer match about $247,217 at 4% or $164,811 at 6%.
Katherine D. Hein, M.D.. PC. Retirement Plan-3$347,386$59,332$19,777iApproximate average salary by contribution assumption: employee only about $494,433 at 4% or $329,622 at 6%; with 50% employer match about $329,622 at 4% or $219,748 at 6%; with 100% employer match about $247,217 at 4% or $164,811 at 6%.
200613$272,228$47,467$15,822iApproximate average salary by contribution assumption: employee only about $395,558 at 4% or $263,706 at 6%; with 50% employer match about $263,706 at 4% or $175,804 at 6%; with 100% employer match about $197,779 at 4% or $131,853 at 6%.
Katherine D. Hein, M.D.. PC. Retirement Plan-3$272,228$47,467$15,822iApproximate average salary by contribution assumption: employee only about $395,558 at 4% or $263,706 at 6%; with 50% employer match about $263,706 at 4% or $175,804 at 6%; with 100% employer match about $197,779 at 4% or $131,853 at 6%.
200511$226,189$41,677$41,677iApproximate average salary by contribution assumption: employee only about $1,041,925 at 4% or $694,617 at 6%; with 50% employer match about $694,617 at 4% or $463,078 at 6%; with 100% employer match about $520,963 at 4% or $347,308 at 6%.
Katherine D. Hein, M.D.. PC. Retirement Plan-1$226,189$41,677$41,677iApproximate average salary by contribution assumption: employee only about $1,041,925 at 4% or $694,617 at 6%; with 50% employer match about $694,617 at 4% or $463,078 at 6%; with 100% employer match about $520,963 at 4% or $347,308 at 6%.
200413$190,634$52,320$17,440iApproximate average salary by contribution assumption: employee only about $436,000 at 4% or $290,667 at 6%; with 50% employer match about $290,667 at 4% or $193,778 at 6%; with 100% employer match about $218,000 at 4% or $145,333 at 6%.
Katherine D. Hein, M.D.. PC. Retirement Plan-3$190,634$52,320$17,440iApproximate average salary by contribution assumption: employee only about $436,000 at 4% or $290,667 at 6%; with 50% employer match about $290,667 at 4% or $193,778 at 6%; with 100% employer match about $218,000 at 4% or $145,333 at 6%.
200315$127,856$125,787$25,157iApproximate average salary by contribution assumption: employee only about $628,935 at 4% or $419,290 at 6%; with 50% employer match about $419,290 at 4% or $279,527 at 6%; with 100% employer match about $314,468 at 4% or $209,645 at 6%.
Katherine D. Hein, M.D.. PC. Retirement Plan-5$127,856$125,787$25,157iApproximate average salary by contribution assumption: employee only about $628,935 at 4% or $419,290 at 6%; with 50% employer match about $419,290 at 4% or $279,527 at 6%; with 100% employer match about $314,468 at 4% or $209,645 at 6%.