Civic Intelligence

James R. Heaney PC.

Plan context: James R. Heaney PC. Profit Sharing Plan

EIN 22-2433296 • 10 filings • 4 plans

Current Snapshot

Latest Year

2004

2004 Participants

2

2004 Assets

$255,349

2004 Contributions

$20,118

Historical Graphs

Total Assets Over Time

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

$255,349$127,675$0199920022004YearValue
$255,349Latest year 2004

Participants Over Time

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

320199920012004YearValue
2Latest year 2004

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
200422$255,349$0-
James R. Heaney PC. Profit Sharing Plan-2$146,023--
James R. Heaney PC. Money Purchase Plan-2$109,326--
200222$180,864$0-
James R. Heaney PC. Profit Sharing Plan-0$110,327--
James R. Heaney PC. Money Purchase Plan-2$70,537--
200123$171,036$20,118$6,706iApproximate average salary by contribution assumption: employee only about $167,650 at 4% or $111,767 at 6%; with 50% employer match about $111,767 at 4% or $74,511 at 6%; with 100% employer match about $83,825 at 4% or $55,883 at 6%.
James R. Heaney PC. Profit Sharing Plan-3$102,622$20,118$6,706iApproximate average salary by contribution assumption: employee only about $167,650 at 4% or $111,767 at 6%; with 50% employer match about $111,767 at 4% or $74,511 at 6%; with 100% employer match about $83,825 at 4% or $55,883 at 6%.
James R. Heaney PC. Money Purchase Plan-3$68,414--
200023$0$0-
James R. Heaney PC. Profit Sharing Plan-3---
James R. Heaney PC. Money Purchase Plan-3---
199923$146,965$46,250$15,417iApproximate average salary by contribution assumption: employee only about $385,417 at 4% or $256,944 at 6%; with 50% employer match about $256,944 at 4% or $171,296 at 6%; with 100% employer match about $192,708 at 4% or $128,472 at 6%.
James R. Heaney PC. Profit Sharing Plan-3$97,081$24,052$8,017iApproximate average salary by contribution assumption: employee only about $200,433 at 4% or $133,622 at 6%; with 50% employer match about $133,622 at 4% or $89,081 at 6%; with 100% employer match about $100,217 at 4% or $66,811 at 6%.
James R. Heaney PC. Money Purchase Plan-3$49,884$22,198$7,399iApproximate average salary by contribution assumption: employee only about $184,983 at 4% or $123,322 at 6%; with 50% employer match about $123,322 at 4% or $82,215 at 6%; with 100% employer match about $92,492 at 4% or $61,661 at 6%.