Civic Intelligence

Heiberger & Associates PC.

Plan context: Heiberger & Associates 401(K) Plan

EIN 13-3906050 • New York, NY • 6 filings • 3 plans

205 E 42nd St 6th FLNew York, NY 10017
Current Snapshot

Latest Year

2021

2021 Participants

33

2021 Assets

$1,984,800

2021 Contributions

$1,782,957

Historical Graphs

Total Assets Over Time

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

$1,984,800$992,400$0201620182021YearValue
$1,984,800Latest year 2021

Participants Over Time

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

33170201620182021YearValue
33Latest year 2021

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
2021133$1,984,800$1,782,957$54,029iApproximate average salary by contribution assumption: employee only about $1,350,725 at 4% or $900,483 at 6%; with 50% employer match about $900,483 at 4% or $600,322 at 6%; with 100% employer match about $675,363 at 4% or $450,242 at 6%.
Heiberger & Associates 401(K) Plan-33$1,984,800$1,782,957$54,029iApproximate average salary by contribution assumption: employee only about $1,350,725 at 4% or $900,483 at 6%; with 50% employer match about $900,483 at 4% or $600,322 at 6%; with 100% employer match about $675,363 at 4% or $450,242 at 6%.
202013$3,311$3,282$1,094iApproximate average salary by contribution assumption: employee only about $27,350 at 4% or $18,233 at 6%; with 50% employer match about $18,233 at 4% or $12,156 at 6%; with 100% employer match about $13,675 at 4% or $9,117 at 6%.
SDK HEIBERGER LLP 401(K) PROFIT SHARING PLAN & TRUST-3$3,311$3,282$1,094iApproximate average salary by contribution assumption: employee only about $27,350 at 4% or $18,233 at 6%; with 50% employer match about $18,233 at 4% or $12,156 at 6%; with 100% employer match about $13,675 at 4% or $9,117 at 6%.
201910$0$650-
Heiberger & Associates 401(K) Plan-0$0$650-
201817$63,212$36,326$5,189iApproximate average salary by contribution assumption: employee only about $129,736 at 4% or $86,490 at 6%; with 50% employer match about $86,490 at 4% or $57,660 at 6%; with 100% employer match about $64,868 at 4% or $43,245 at 6%.
Heiberger & Associates 401(K) Plan-7$63,212$36,326$5,189iApproximate average salary by contribution assumption: employee only about $129,736 at 4% or $86,490 at 6%; with 50% employer match about $86,490 at 4% or $57,660 at 6%; with 100% employer match about $64,868 at 4% or $43,245 at 6%.
201718$40,341$29,904$3,738iApproximate average salary by contribution assumption: employee only about $93,450 at 4% or $62,300 at 6%; with 50% employer match about $62,300 at 4% or $41,533 at 6%; with 100% employer match about $46,725 at 4% or $31,150 at 6%.
Heiberger & Associates 401(K) Plan-8$40,341$29,904$3,738iApproximate average salary by contribution assumption: employee only about $93,450 at 4% or $62,300 at 6%; with 50% employer match about $62,300 at 4% or $41,533 at 6%; with 100% employer match about $46,725 at 4% or $31,150 at 6%.
201616$21,674$21,587$3,598iApproximate average salary by contribution assumption: employee only about $89,946 at 4% or $59,964 at 6%; with 50% employer match about $59,964 at 4% or $39,976 at 6%; with 100% employer match about $44,973 at 4% or $29,982 at 6%.
Heiberger & Associates 401(K) Plan-6$21,674$21,587$3,598iApproximate average salary by contribution assumption: employee only about $89,946 at 4% or $59,964 at 6%; with 50% employer match about $59,964 at 4% or $39,976 at 6%; with 100% employer match about $44,973 at 4% or $29,982 at 6%.