Civic Intelligence

Heffner & Associates

Plan context: Heffner & Associates Profit Sharing Plan

EIN 05-0464896 • Warwick, RI • 24 filings • 1 plans

615 Jefferson Blvd., Suite B106Warwick, RI 02886
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,431,244

2024 Contributions

$107,277

Historical Graphs

Total Assets Over Time

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

$2,431,244$1,215,622$0199920152024YearValue
$2,431,244Latest year 2024

Participants Over Time

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

950199920132024YearValue
5Latest year 2024

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
202415$2,431,244$107,277$21,455iApproximate average salary by contribution assumption: employee only about $536,385 at 4% or $357,590 at 6%; with 50% employer match about $357,590 at 4% or $238,393 at 6%; with 100% employer match about $268,193 at 4% or $178,795 at 6%.
Heffner & Associates Profit Sharing Plan-5$2,431,244$107,277$21,455iApproximate average salary by contribution assumption: employee only about $536,385 at 4% or $357,590 at 6%; with 50% employer match about $357,590 at 4% or $238,393 at 6%; with 100% employer match about $268,193 at 4% or $178,795 at 6%.
202316$2,107,226$101,267$16,878iApproximate average salary by contribution assumption: employee only about $421,946 at 4% or $281,297 at 6%; with 50% employer match about $281,297 at 4% or $187,531 at 6%; with 100% employer match about $210,973 at 4% or $140,649 at 6%.
Heffner & Associates Profit Sharing Plan-6$2,107,226$101,267$16,878iApproximate average salary by contribution assumption: employee only about $421,946 at 4% or $281,297 at 6%; with 50% employer match about $281,297 at 4% or $187,531 at 6%; with 100% employer match about $210,973 at 4% or $140,649 at 6%.
202216$1,977,083$101,110$16,852iApproximate average salary by contribution assumption: employee only about $421,292 at 4% or $280,861 at 6%; with 50% employer match about $280,861 at 4% or $187,241 at 6%; with 100% employer match about $210,646 at 4% or $140,431 at 6%.
Heffner & Associates Profit Sharing Plan-6$1,977,083$101,110$16,852iApproximate average salary by contribution assumption: employee only about $421,292 at 4% or $280,861 at 6%; with 50% employer match about $280,861 at 4% or $187,241 at 6%; with 100% employer match about $210,646 at 4% or $140,431 at 6%.
202116$2,069,759$97,030$16,172iApproximate average salary by contribution assumption: employee only about $404,292 at 4% or $269,528 at 6%; with 50% employer match about $269,528 at 4% or $179,685 at 6%; with 100% employer match about $202,146 at 4% or $134,764 at 6%.
Heffner & Associates Profit Sharing Plan-6$2,069,759$97,030$16,172iApproximate average salary by contribution assumption: employee only about $404,292 at 4% or $269,528 at 6%; with 50% employer match about $269,528 at 4% or $179,685 at 6%; with 100% employer match about $202,146 at 4% or $134,764 at 6%.
202015$1,679,333$93,781$18,756iApproximate average salary by contribution assumption: employee only about $468,905 at 4% or $312,603 at 6%; with 50% employer match about $312,603 at 4% or $208,402 at 6%; with 100% employer match about $234,453 at 4% or $156,302 at 6%.
Heffner & Associates Profit Sharing Plan-5$1,679,333$93,781$18,756iApproximate average salary by contribution assumption: employee only about $468,905 at 4% or $312,603 at 6%; with 50% employer match about $312,603 at 4% or $208,402 at 6%; with 100% employer match about $234,453 at 4% or $156,302 at 6%.
201915$1,508,968$90,330$18,066iApproximate average salary by contribution assumption: employee only about $451,650 at 4% or $301,100 at 6%; with 50% employer match about $301,100 at 4% or $200,733 at 6%; with 100% employer match about $225,825 at 4% or $150,550 at 6%.
Heffner & Associates Profit Sharing Plan-5$1,508,968$90,330$18,066iApproximate average salary by contribution assumption: employee only about $451,650 at 4% or $301,100 at 6%; with 50% employer match about $301,100 at 4% or $200,733 at 6%; with 100% employer match about $225,825 at 4% or $150,550 at 6%.
201815$1,225,643$88,821$17,764iApproximate average salary by contribution assumption: employee only about $444,105 at 4% or $296,070 at 6%; with 50% employer match about $296,070 at 4% or $197,380 at 6%; with 100% employer match about $222,053 at 4% or $148,035 at 6%.
Heffner & Associates Profit Sharing Plan-5$1,225,643$88,821$17,764iApproximate average salary by contribution assumption: employee only about $444,105 at 4% or $296,070 at 6%; with 50% employer match about $296,070 at 4% or $197,380 at 6%; with 100% employer match about $222,053 at 4% or $148,035 at 6%.
201714$1,240,322$84,280$21,070iApproximate average salary by contribution assumption: employee only about $526,750 at 4% or $351,167 at 6%; with 50% employer match about $351,167 at 4% or $234,111 at 6%; with 100% employer match about $263,375 at 4% or $175,583 at 6%.
Heffner & Associates Profit Sharing Plan-4$1,240,322$84,280$21,070iApproximate average salary by contribution assumption: employee only about $526,750 at 4% or $351,167 at 6%; with 50% employer match about $351,167 at 4% or $234,111 at 6%; with 100% employer match about $263,375 at 4% or $175,583 at 6%.
201615$1,148,597$78,087$15,617iApproximate average salary by contribution assumption: employee only about $390,435 at 4% or $260,290 at 6%; with 50% employer match about $260,290 at 4% or $173,527 at 6%; with 100% employer match about $195,218 at 4% or $130,145 at 6%.
Heffner & Associates Profit Sharing Plan-5$1,148,597$78,087$15,617iApproximate average salary by contribution assumption: employee only about $390,435 at 4% or $260,290 at 6%; with 50% employer match about $260,290 at 4% or $173,527 at 6%; with 100% employer match about $195,218 at 4% or $130,145 at 6%.
201515$1,023,459$82,800$16,560iApproximate average salary by contribution assumption: employee only about $414,000 at 4% or $276,000 at 6%; with 50% employer match about $276,000 at 4% or $184,000 at 6%; with 100% employer match about $207,000 at 4% or $138,000 at 6%.
Heffner & Associates Profit Sharing Plan-5$1,023,459$82,800$16,560iApproximate average salary by contribution assumption: employee only about $414,000 at 4% or $276,000 at 6%; with 50% employer match about $276,000 at 4% or $184,000 at 6%; with 100% employer match about $207,000 at 4% or $138,000 at 6%.
201415$945,668$80,500$16,100iApproximate average salary by contribution assumption: employee only about $402,500 at 4% or $268,333 at 6%; with 50% employer match about $268,333 at 4% or $178,889 at 6%; with 100% employer match about $201,250 at 4% or $134,167 at 6%.
Heffner & Associates Profit Sharing Plan-5$945,668$80,500$16,100iApproximate average salary by contribution assumption: employee only about $402,500 at 4% or $268,333 at 6%; with 50% employer match about $268,333 at 4% or $178,889 at 6%; with 100% employer match about $201,250 at 4% or $134,167 at 6%.
201315$845,908$65,100$13,020iApproximate average salary by contribution assumption: employee only about $325,500 at 4% or $217,000 at 6%; with 50% employer match about $217,000 at 4% or $144,667 at 6%; with 100% employer match about $162,750 at 4% or $108,500 at 6%.
Heffner & Associates Profit Sharing Plan-5$845,908$65,100$13,020iApproximate average salary by contribution assumption: employee only about $325,500 at 4% or $217,000 at 6%; with 50% employer match about $217,000 at 4% or $144,667 at 6%; with 100% employer match about $162,750 at 4% or $108,500 at 6%.
201215$788,540$63,725$12,745iApproximate average salary by contribution assumption: employee only about $318,625 at 4% or $212,417 at 6%; with 50% employer match about $212,417 at 4% or $141,611 at 6%; with 100% employer match about $159,313 at 4% or $106,208 at 6%.
Heffner & Associates Profit Sharing Plan-5$788,540$63,725$12,745iApproximate average salary by contribution assumption: employee only about $318,625 at 4% or $212,417 at 6%; with 50% employer match about $212,417 at 4% or $141,611 at 6%; with 100% employer match about $159,313 at 4% or $106,208 at 6%.
201115$680,556$62,051$12,410iApproximate average salary by contribution assumption: employee only about $310,255 at 4% or $206,837 at 6%; with 50% employer match about $206,837 at 4% or $137,891 at 6%; with 100% employer match about $155,128 at 4% or $103,418 at 6%.
Heffner & Associates Profit Sharing Plan-5$680,556$62,051$12,410iApproximate average salary by contribution assumption: employee only about $310,255 at 4% or $206,837 at 6%; with 50% employer match about $206,837 at 4% or $137,891 at 6%; with 100% employer match about $155,128 at 4% or $103,418 at 6%.
201015$639,726$57,741$11,548iApproximate average salary by contribution assumption: employee only about $288,705 at 4% or $192,470 at 6%; with 50% employer match about $192,470 at 4% or $128,313 at 6%; with 100% employer match about $144,353 at 4% or $96,235 at 6%.
Heffner & Associates Profit Sharing Plan-5$639,726$57,741$11,548iApproximate average salary by contribution assumption: employee only about $288,705 at 4% or $192,470 at 6%; with 50% employer match about $192,470 at 4% or $128,313 at 6%; with 100% employer match about $144,353 at 4% or $96,235 at 6%.
200916$585,016$61,843$10,307iApproximate average salary by contribution assumption: employee only about $257,679 at 4% or $171,786 at 6%; with 50% employer match about $171,786 at 4% or $114,524 at 6%; with 100% employer match about $128,840 at 4% or $85,893 at 6%.
Heffner & Associates Profit Sharing Plan-6$585,016$61,843$10,307iApproximate average salary by contribution assumption: employee only about $257,679 at 4% or $171,786 at 6%; with 50% employer match about $171,786 at 4% or $114,524 at 6%; with 100% employer match about $128,840 at 4% or $85,893 at 6%.
200817$0$0-
Heffner & Associates Profit Sharing Plan-7---
200716$460,896$57,906$9,651iApproximate average salary by contribution assumption: employee only about $241,275 at 4% or $160,850 at 6%; with 50% employer match about $160,850 at 4% or $107,233 at 6%; with 100% employer match about $120,638 at 4% or $80,425 at 6%.
Heffner & Associates Profit Sharing Plan-6$460,896$57,906$9,651iApproximate average salary by contribution assumption: employee only about $241,275 at 4% or $160,850 at 6%; with 50% employer match about $160,850 at 4% or $107,233 at 6%; with 100% employer match about $120,638 at 4% or $80,425 at 6%.
200616$0$0-
Heffner & Associates Profit Sharing Plan-6---
200515$0$0-
Heffner & Associates Profit Sharing Plan-5---
200319$226,851$54,099$6,011iApproximate average salary by contribution assumption: employee only about $150,275 at 4% or $100,183 at 6%; with 50% employer match about $100,183 at 4% or $66,789 at 6%; with 100% employer match about $75,138 at 4% or $50,092 at 6%.
Heffner & Associates Profit Sharing Plan-9$226,851$54,099$6,011iApproximate average salary by contribution assumption: employee only about $150,275 at 4% or $100,183 at 6%; with 50% employer match about $100,183 at 4% or $66,789 at 6%; with 100% employer match about $75,138 at 4% or $50,092 at 6%.
200116$0$0-
Heffner & Associates Profit Sharing Plan-6---
200014$0$0-
Heffner & Associates Profit Sharing Plan-4---
199918$41,173$41,173$5,147iApproximate average salary by contribution assumption: employee only about $128,666 at 4% or $85,777 at 6%; with 50% employer match about $85,777 at 4% or $57,185 at 6%; with 100% employer match about $64,333 at 4% or $42,889 at 6%.
Heffner & Associates Profit Sharing Plan-8$41,173$41,173$5,147iApproximate average salary by contribution assumption: employee only about $128,666 at 4% or $85,777 at 6%; with 50% employer match about $85,777 at 4% or $57,185 at 6%; with 100% employer match about $64,333 at 4% or $42,889 at 6%.