Civic Intelligence

Heinz Jolles & Berry LLP

Plan context: Heinz Jolles & Berry LLP 401(K) Plan

EIN 20-3903040 • Jacksonville, FL • 18 filings • 4 plans

10375 Centurion Parkway NorthSuite 115Jacksonville, FL 32256
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$6,695,589

2024 Contributions

$3,848,163

Historical Graphs

Total Assets Over Time

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

$6,695,589$3,347,795$0200720162024YearValue
$6,695,589Latest year 2024

Participants Over Time

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

1370200720162024YearValue
13Latest 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
2024113$6,695,589$3,848,163$296,013iApproximate average salary by contribution assumption: employee only about $7,400,313 at 4% or $4,933,542 at 6%; with 50% employer match about $4,933,542 at 4% or $3,289,028 at 6%; with 100% employer match about $3,700,157 at 4% or $2,466,771 at 6%.
Heinz Jolles & Berry LLP 401(K) Plan-13$6,695,589$3,848,163$296,013iApproximate average salary by contribution assumption: employee only about $7,400,313 at 4% or $4,933,542 at 6%; with 50% employer match about $4,933,542 at 4% or $3,289,028 at 6%; with 100% employer match about $3,700,157 at 4% or $2,466,771 at 6%.
2023112$2,573,534$266,210$22,184iApproximate average salary by contribution assumption: employee only about $554,604 at 4% or $369,736 at 6%; with 50% employer match about $369,736 at 4% or $246,491 at 6%; with 100% employer match about $277,302 at 4% or $184,868 at 6%.
Heinz Jolles & Berry LLP 401(K) Plan-12$2,573,534$266,210$22,184iApproximate average salary by contribution assumption: employee only about $554,604 at 4% or $369,736 at 6%; with 50% employer match about $369,736 at 4% or $246,491 at 6%; with 100% employer match about $277,302 at 4% or $184,868 at 6%.
2022110$1,947,500$248,917$24,892iApproximate average salary by contribution assumption: employee only about $622,293 at 4% or $414,862 at 6%; with 50% employer match about $414,862 at 4% or $276,574 at 6%; with 100% employer match about $311,146 at 4% or $207,431 at 6%.
Heinz Jolles & Berry LLP 401(K) Plan-10$1,947,500$248,917$24,892iApproximate average salary by contribution assumption: employee only about $622,293 at 4% or $414,862 at 6%; with 50% employer match about $414,862 at 4% or $276,574 at 6%; with 100% employer match about $311,146 at 4% or $207,431 at 6%.
2021110$1,976,306$229,111$22,911iApproximate average salary by contribution assumption: employee only about $572,778 at 4% or $381,852 at 6%; with 50% employer match about $381,852 at 4% or $254,568 at 6%; with 100% employer match about $286,389 at 4% or $190,926 at 6%.
Heinz Jolles & Berry LLP 401(K) Plan-10$1,976,306$229,111$22,911iApproximate average salary by contribution assumption: employee only about $572,778 at 4% or $381,852 at 6%; with 50% employer match about $381,852 at 4% or $254,568 at 6%; with 100% employer match about $286,389 at 4% or $190,926 at 6%.
202016$1,596,337$150,697$25,116iApproximate average salary by contribution assumption: employee only about $627,904 at 4% or $418,603 at 6%; with 50% employer match about $418,603 at 4% or $279,069 at 6%; with 100% employer match about $313,952 at 4% or $209,301 at 6%.
Heinz Jolles & Berry LLP 401(K) Plan-6$1,596,337$150,697$25,116iApproximate average salary by contribution assumption: employee only about $627,904 at 4% or $418,603 at 6%; with 50% employer match about $418,603 at 4% or $279,069 at 6%; with 100% employer match about $313,952 at 4% or $209,301 at 6%.
201916$1,353,257$143,863$23,977iApproximate average salary by contribution assumption: employee only about $599,429 at 4% or $399,619 at 6%; with 50% employer match about $399,619 at 4% or $266,413 at 6%; with 100% employer match about $299,715 at 4% or $199,810 at 6%.
Heinz Jolles & Berry LLP 401(K) Plan-6$1,353,257$143,863$23,977iApproximate average salary by contribution assumption: employee only about $599,429 at 4% or $399,619 at 6%; with 50% employer match about $399,619 at 4% or $266,413 at 6%; with 100% employer match about $299,715 at 4% or $199,810 at 6%.
201817$1,037,404$142,200$20,314iApproximate average salary by contribution assumption: employee only about $507,857 at 4% or $338,571 at 6%; with 50% employer match about $338,571 at 4% or $225,714 at 6%; with 100% employer match about $253,929 at 4% or $169,286 at 6%.
Heinz Jolles & Berry LLP 401(K) Plan-7$1,037,404$142,200$20,314iApproximate average salary by contribution assumption: employee only about $507,857 at 4% or $338,571 at 6%; with 50% employer match about $338,571 at 4% or $225,714 at 6%; with 100% employer match about $253,929 at 4% or $169,286 at 6%.
201717$942,095$138,953$19,850iApproximate average salary by contribution assumption: employee only about $496,261 at 4% or $330,840 at 6%; with 50% employer match about $330,840 at 4% or $220,560 at 6%; with 100% employer match about $248,130 at 4% or $165,420 at 6%.
Heinz Jolles & Berry LLP 401(K) Plan-7$942,095$138,953$19,850iApproximate average salary by contribution assumption: employee only about $496,261 at 4% or $330,840 at 6%; with 50% employer match about $330,840 at 4% or $220,560 at 6%; with 100% employer match about $248,130 at 4% or $165,420 at 6%.
201617$688,861$133,786$19,112iApproximate average salary by contribution assumption: employee only about $477,807 at 4% or $318,538 at 6%; with 50% employer match about $318,538 at 4% or $212,359 at 6%; with 100% employer match about $238,904 at 4% or $159,269 at 6%.
Heinz Jolles & Berry LLP 401(K) Plan-7$688,861$133,786$19,112iApproximate average salary by contribution assumption: employee only about $477,807 at 4% or $318,538 at 6%; with 50% employer match about $318,538 at 4% or $212,359 at 6%; with 100% employer match about $238,904 at 4% or $159,269 at 6%.
201514$596,926$125,330$31,333iApproximate average salary by contribution assumption: employee only about $783,313 at 4% or $522,208 at 6%; with 50% employer match about $522,208 at 4% or $348,139 at 6%; with 100% employer match about $391,656 at 4% or $261,104 at 6%.
Heinz Jolles & Berry LLP 401(K) Plan-4$596,926$125,330$31,333iApproximate average salary by contribution assumption: employee only about $783,313 at 4% or $522,208 at 6%; with 50% employer match about $522,208 at 4% or $348,139 at 6%; with 100% employer match about $391,656 at 4% or $261,104 at 6%.
201414$473,088$125,263$31,316iApproximate average salary by contribution assumption: employee only about $782,894 at 4% or $521,929 at 6%; with 50% employer match about $521,929 at 4% or $347,953 at 6%; with 100% employer match about $391,447 at 4% or $260,965 at 6%.
Heinz Jolles & Berry LLP 401(K) Plan-4$473,088$125,263$31,316iApproximate average salary by contribution assumption: employee only about $782,894 at 4% or $521,929 at 6%; with 50% employer match about $521,929 at 4% or $347,953 at 6%; with 100% employer match about $391,447 at 4% or $260,965 at 6%.
201314$339,803$119,241$29,810iApproximate average salary by contribution assumption: employee only about $745,256 at 4% or $496,838 at 6%; with 50% employer match about $496,838 at 4% or $331,225 at 6%; with 100% employer match about $372,628 at 4% or $248,419 at 6%.
Heinz Jolles & Berry LLP 401(K) Plan-4$339,803$119,241$29,810iApproximate average salary by contribution assumption: employee only about $745,256 at 4% or $496,838 at 6%; with 50% employer match about $496,838 at 4% or $331,225 at 6%; with 100% employer match about $372,628 at 4% or $248,419 at 6%.
201213$441,700$104,221$34,740iApproximate average salary by contribution assumption: employee only about $868,508 at 4% or $579,006 at 6%; with 50% employer match about $579,006 at 4% or $386,004 at 6%; with 100% employer match about $434,254 at 4% or $289,503 at 6%.
Heinz Jolles & Berry LLP 401(K) Plan-3$441,700$104,221$34,740iApproximate average salary by contribution assumption: employee only about $868,508 at 4% or $579,006 at 6%; with 50% employer match about $579,006 at 4% or $386,004 at 6%; with 100% employer match about $434,254 at 4% or $289,503 at 6%.
201113$295,252$88,714$29,571iApproximate average salary by contribution assumption: employee only about $739,283 at 4% or $492,856 at 6%; with 50% employer match about $492,856 at 4% or $328,570 at 6%; with 100% employer match about $369,642 at 4% or $246,428 at 6%.
Heinz Jolles & Berry LLP 401(K) Plan-3$295,252$88,714$29,571iApproximate average salary by contribution assumption: employee only about $739,283 at 4% or $492,856 at 6%; with 50% employer match about $492,856 at 4% or $328,570 at 6%; with 100% employer match about $369,642 at 4% or $246,428 at 6%.
201013$218,284$63,747$21,249iApproximate average salary by contribution assumption: employee only about $531,225 at 4% or $354,150 at 6%; with 50% employer match about $354,150 at 4% or $236,100 at 6%; with 100% employer match about $265,613 at 4% or $177,075 at 6%.
Heinz Jolles & Berry LLP 401(K) Plan-3$218,284$63,747$21,249iApproximate average salary by contribution assumption: employee only about $531,225 at 4% or $354,150 at 6%; with 50% employer match about $354,150 at 4% or $236,100 at 6%; with 100% employer match about $265,613 at 4% or $177,075 at 6%.
200912$129,919$63,593$31,797iApproximate average salary by contribution assumption: employee only about $794,913 at 4% or $529,942 at 6%; with 50% employer match about $529,942 at 4% or $353,294 at 6%; with 100% employer match about $397,456 at 4% or $264,971 at 6%.
Heinz Jolles & Berry LLP 401(K) Plan-2$129,919$63,593$31,797iApproximate average salary by contribution assumption: employee only about $794,913 at 4% or $529,942 at 6%; with 50% employer match about $529,942 at 4% or $353,294 at 6%; with 100% employer match about $397,456 at 4% or $264,971 at 6%.
200813$35,538$24,651$8,217iApproximate average salary by contribution assumption: employee only about $205,425 at 4% or $136,950 at 6%; with 50% employer match about $136,950 at 4% or $91,300 at 6%; with 100% employer match about $102,713 at 4% or $68,475 at 6%.
Heinz Jolles & Berry LLP 401(K) Plan-3$35,538$24,651$8,217iApproximate average salary by contribution assumption: employee only about $205,425 at 4% or $136,950 at 6%; with 50% employer match about $136,950 at 4% or $91,300 at 6%; with 100% employer match about $102,713 at 4% or $68,475 at 6%.
200713$31,005$30,011$10,004iApproximate average salary by contribution assumption: employee only about $250,092 at 4% or $166,728 at 6%; with 50% employer match about $166,728 at 4% or $111,152 at 6%; with 100% employer match about $125,046 at 4% or $83,364 at 6%.
Heinz Jolles & Berry LLP 401(K) Plan-3$31,005$30,011$10,004iApproximate average salary by contribution assumption: employee only about $250,092 at 4% or $166,728 at 6%; with 50% employer match about $166,728 at 4% or $111,152 at 6%; with 100% employer match about $125,046 at 4% or $83,364 at 6%.