Civic Intelligence

Heald Financial Advisors

Plan context: Heald Financial Advisors 401(K) Profit Sharing Plan

EIN 22-3269343 • Marlton, NJ • 16 filings • 3 plans

701 Route 73 SouthSuite 2-123Marlton, NJ 08053
Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$2,120,432

2018 Contributions

$63,312

Historical Graphs

Total Assets Over Time

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

$2,214,954$1,107,477$0200420122018YearValue
$2,120,432Latest year 2018

Participants Over Time

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

420200420112018YearValue
2Latest year 2018

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
201822$2,120,432$63,312$31,656iApproximate average salary by contribution assumption: employee only about $791,400 at 4% or $527,600 at 6%; with 50% employer match about $527,600 at 4% or $351,733 at 6%; with 100% employer match about $395,700 at 4% or $263,800 at 6%.
Heald Financial Advisors 401(K) Profit Sharing Plan-2$2,120,432$63,312$31,656iApproximate average salary by contribution assumption: employee only about $791,400 at 4% or $527,600 at 6%; with 50% employer match about $527,600 at 4% or $351,733 at 6%; with 100% employer match about $395,700 at 4% or $263,800 at 6%.
Heald Financial Advisors 401(K) Profit Sharing Plan-0$0$0-
201713$2,214,954$66,637$22,212iApproximate average salary by contribution assumption: employee only about $555,308 at 4% or $370,206 at 6%; with 50% employer match about $370,206 at 4% or $246,804 at 6%; with 100% employer match about $277,654 at 4% or $185,103 at 6%.
Heald Financial Advisors 401(K) Profit Sharing Plan-3$2,214,954$66,637$22,212iApproximate average salary by contribution assumption: employee only about $555,308 at 4% or $370,206 at 6%; with 50% employer match about $370,206 at 4% or $246,804 at 6%; with 100% employer match about $277,654 at 4% or $185,103 at 6%.
201614$1,859,039$71,885$17,971iApproximate average salary by contribution assumption: employee only about $449,281 at 4% or $299,521 at 6%; with 50% employer match about $299,521 at 4% or $199,681 at 6%; with 100% employer match about $224,641 at 4% or $149,760 at 6%.
Heald Financial Advisors 401(K) Profit Sharing Plan-4$1,859,039$71,885$17,971iApproximate average salary by contribution assumption: employee only about $449,281 at 4% or $299,521 at 6%; with 50% employer match about $299,521 at 4% or $199,681 at 6%; with 100% employer match about $224,641 at 4% or $149,760 at 6%.
201514$1,668,615$72,394$18,099iApproximate average salary by contribution assumption: employee only about $452,463 at 4% or $301,642 at 6%; with 50% employer match about $301,642 at 4% or $201,094 at 6%; with 100% employer match about $226,231 at 4% or $150,821 at 6%.
Heald Financial Advisors 401(K) Profit Sharing Plan-4$1,668,615$72,394$18,099iApproximate average salary by contribution assumption: employee only about $452,463 at 4% or $301,642 at 6%; with 50% employer match about $301,642 at 4% or $201,094 at 6%; with 100% employer match about $226,231 at 4% or $150,821 at 6%.
201413$1,639,542$62,312$20,771iApproximate average salary by contribution assumption: employee only about $519,267 at 4% or $346,178 at 6%; with 50% employer match about $346,178 at 4% or $230,785 at 6%; with 100% employer match about $259,633 at 4% or $173,089 at 6%.
Heald Financial Advisors 401(K) Profit Sharing Plan-3$1,639,542$62,312$20,771iApproximate average salary by contribution assumption: employee only about $519,267 at 4% or $346,178 at 6%; with 50% employer match about $346,178 at 4% or $230,785 at 6%; with 100% employer match about $259,633 at 4% or $173,089 at 6%.
201313$1,543,129$63,482$21,161iApproximate average salary by contribution assumption: employee only about $529,017 at 4% or $352,678 at 6%; with 50% employer match about $352,678 at 4% or $235,119 at 6%; with 100% employer match about $264,508 at 4% or $176,339 at 6%.
Heald Financial Advisors 401(K) Profit Sharing Plan-3$1,543,129$63,482$21,161iApproximate average salary by contribution assumption: employee only about $529,017 at 4% or $352,678 at 6%; with 50% employer match about $352,678 at 4% or $235,119 at 6%; with 100% employer match about $264,508 at 4% or $176,339 at 6%.
201213$1,240,725$60,833$20,278iApproximate average salary by contribution assumption: employee only about $506,942 at 4% or $337,961 at 6%; with 50% employer match about $337,961 at 4% or $225,307 at 6%; with 100% employer match about $253,471 at 4% or $168,981 at 6%.
Heald Financial Advisors 401(K) Profit Sharing Plan-3$1,240,725$60,833$20,278iApproximate average salary by contribution assumption: employee only about $506,942 at 4% or $337,961 at 6%; with 50% employer match about $337,961 at 4% or $225,307 at 6%; with 100% employer match about $253,471 at 4% or $168,981 at 6%.
201112$1,104,021$49,971$24,986iApproximate average salary by contribution assumption: employee only about $624,638 at 4% or $416,425 at 6%; with 50% employer match about $416,425 at 4% or $277,617 at 6%; with 100% employer match about $312,319 at 4% or $208,213 at 6%.
Heald Financial Advisors 401(K) Profit Sharing Plan-2$1,104,021$49,971$24,986iApproximate average salary by contribution assumption: employee only about $624,638 at 4% or $416,425 at 6%; with 50% employer match about $416,425 at 4% or $277,617 at 6%; with 100% employer match about $312,319 at 4% or $208,213 at 6%.
201012$1,136,162$58,711$29,356iApproximate average salary by contribution assumption: employee only about $733,888 at 4% or $489,258 at 6%; with 50% employer match about $489,258 at 4% or $326,172 at 6%; with 100% employer match about $366,944 at 4% or $244,629 at 6%.
Heald Financial Advisors 401(K) Profit Sharing Plan-2$1,136,162$58,711$29,356iApproximate average salary by contribution assumption: employee only about $733,888 at 4% or $489,258 at 6%; with 50% employer match about $489,258 at 4% or $326,172 at 6%; with 100% employer match about $366,944 at 4% or $244,629 at 6%.
200913$948,501$576,802$192,267iApproximate average salary by contribution assumption: employee only about $4,806,683 at 4% or $3,204,456 at 6%; with 50% employer match about $3,204,456 at 4% or $2,136,304 at 6%; with 100% employer match about $2,403,342 at 4% or $1,602,228 at 6%.
Heald Financial Advisors 401(K) Profit Sharing Plan-3$948,501$576,802$192,267iApproximate average salary by contribution assumption: employee only about $4,806,683 at 4% or $3,204,456 at 6%; with 50% employer match about $3,204,456 at 4% or $2,136,304 at 6%; with 100% employer match about $2,403,342 at 4% or $1,602,228 at 6%.
200812$230,254$51,062$25,531iApproximate average salary by contribution assumption: employee only about $638,275 at 4% or $425,517 at 6%; with 50% employer match about $425,517 at 4% or $283,678 at 6%; with 100% employer match about $319,138 at 4% or $212,758 at 6%.
Heald Financial Advisors 401(K) Profit Sharing Plan-2$230,254$51,062$25,531iApproximate average salary by contribution assumption: employee only about $638,275 at 4% or $425,517 at 6%; with 50% employer match about $425,517 at 4% or $283,678 at 6%; with 100% employer match about $319,138 at 4% or $212,758 at 6%.
200712$0$0-
Heald Financial Advisors 401(K) Profit Sharing Plan-2---
200612$164,788$55,823$27,912iApproximate average salary by contribution assumption: employee only about $697,788 at 4% or $465,192 at 6%; with 50% employer match about $465,192 at 4% or $310,128 at 6%; with 100% employer match about $348,894 at 4% or $232,596 at 6%.
Heald Financial Advisors 401(K) Profit Sharing Plan-2$164,788$55,823$27,912iApproximate average salary by contribution assumption: employee only about $697,788 at 4% or $465,192 at 6%; with 50% employer match about $465,192 at 4% or $310,128 at 6%; with 100% employer match about $348,894 at 4% or $232,596 at 6%.
200512$122,875$61,884$30,942iApproximate average salary by contribution assumption: employee only about $773,550 at 4% or $515,700 at 6%; with 50% employer match about $515,700 at 4% or $343,800 at 6%; with 100% employer match about $386,775 at 4% or $257,850 at 6%.
Heald Financial Advisors 401(K) Profit Sharing Plan-2$122,875$61,884$30,942iApproximate average salary by contribution assumption: employee only about $773,550 at 4% or $515,700 at 6%; with 50% employer match about $515,700 at 4% or $343,800 at 6%; with 100% employer match about $386,775 at 4% or $257,850 at 6%.
200413$55,288$55,288$18,429iApproximate average salary by contribution assumption: employee only about $460,733 at 4% or $307,156 at 6%; with 50% employer match about $307,156 at 4% or $204,770 at 6%; with 100% employer match about $230,367 at 4% or $153,578 at 6%.
Heald Financial Advisors 401(K) Profit Sharing Plan-3$55,288$55,288$18,429iApproximate average salary by contribution assumption: employee only about $460,733 at 4% or $307,156 at 6%; with 50% employer match about $307,156 at 4% or $204,770 at 6%; with 100% employer match about $230,367 at 4% or $153,578 at 6%.