Civic Intelligence

Heffler & Company

Plan context: Heffler & Company Self Employed Retirement Plan

EIN 23-1602569 • Philadelphia, PA • 29 filings • 7 plans

1515 Market Street Suite 1700Philadelphia, PA 19102
Current Snapshot

Latest Year

2024

2024 Participants

61

2024 Assets

$6,345,698

2024 Contributions

$105,805

Historical Graphs

Total Assets Over Time

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

$7,876,852$3,938,426$0199920132024YearValue
$6,345,698Latest year 2024

Participants Over Time

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

82410199920122024YearValue
61Latest 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
2024161$6,345,698$105,805$1,735iApproximate average salary by contribution assumption: employee only about $43,363 at 4% or $28,908 at 6%; with 50% employer match about $28,908 at 4% or $19,272 at 6%; with 100% employer match about $21,681 at 4% or $14,454 at 6%.
Heffler & Company Self Employed Retirement Plan-61$6,345,698$105,805$1,735iApproximate average salary by contribution assumption: employee only about $43,363 at 4% or $28,908 at 6%; with 50% employer match about $28,908 at 4% or $19,272 at 6%; with 100% employer match about $21,681 at 4% or $14,454 at 6%.
2023162$5,701,771$77,005$1,242iApproximate average salary by contribution assumption: employee only about $31,050 at 4% or $20,700 at 6%; with 50% employer match about $20,700 at 4% or $13,800 at 6%; with 100% employer match about $15,525 at 4% or $10,350 at 6%.
Heffler & Company Self Employed Retirement Plan-62$5,701,771$77,005$1,242iApproximate average salary by contribution assumption: employee only about $31,050 at 4% or $20,700 at 6%; with 50% employer match about $20,700 at 4% or $13,800 at 6%; with 100% employer match about $15,525 at 4% or $10,350 at 6%.
2022168$5,008,306$71,357$1,049iApproximate average salary by contribution assumption: employee only about $26,234 at 4% or $17,489 at 6%; with 50% employer match about $17,489 at 4% or $11,660 at 6%; with 100% employer match about $13,117 at 4% or $8,745 at 6%.
Heffler & Company Self Employed Retirement Plan-68$5,008,306$71,357$1,049iApproximate average salary by contribution assumption: employee only about $26,234 at 4% or $17,489 at 6%; with 50% employer match about $17,489 at 4% or $11,660 at 6%; with 100% employer match about $13,117 at 4% or $8,745 at 6%.
2021164$6,540,065$69,989$1,094iApproximate average salary by contribution assumption: employee only about $27,339 at 4% or $18,226 at 6%; with 50% employer match about $18,226 at 4% or $12,151 at 6%; with 100% employer match about $13,670 at 4% or $9,113 at 6%.
Heffler & Company Self Employed Retirement Plan-64$6,540,065$69,989$1,094iApproximate average salary by contribution assumption: employee only about $27,339 at 4% or $18,226 at 6%; with 50% employer match about $18,226 at 4% or $12,151 at 6%; with 100% employer match about $13,670 at 4% or $9,113 at 6%.
2020168$5,880,356$31,133$458iApproximate average salary by contribution assumption: employee only about $11,446 at 4% or $7,631 at 6%; with 50% employer match about $7,631 at 4% or $5,087 at 6%; with 100% employer match about $5,723 at 4% or $3,815 at 6%.
Heffler & Company Self Employed Retirement Plan-68$5,880,356$31,133$458iApproximate average salary by contribution assumption: employee only about $11,446 at 4% or $7,631 at 6%; with 50% employer match about $7,631 at 4% or $5,087 at 6%; with 100% employer match about $5,723 at 4% or $3,815 at 6%.
2019172$5,401,764$103,355$1,435iApproximate average salary by contribution assumption: employee only about $35,887 at 4% or $23,925 at 6%; with 50% employer match about $23,925 at 4% or $15,950 at 6%; with 100% employer match about $17,944 at 4% or $11,962 at 6%.
Heffler & Company Self Employed Retirement Plan-72$5,401,764$103,355$1,435iApproximate average salary by contribution assumption: employee only about $35,887 at 4% or $23,925 at 6%; with 50% employer match about $23,925 at 4% or $15,950 at 6%; with 100% employer match about $17,944 at 4% or $11,962 at 6%.
2018182$4,816,134$746,940$9,109iApproximate average salary by contribution assumption: employee only about $227,726 at 4% or $151,817 at 6%; with 50% employer match about $151,817 at 4% or $101,211 at 6%; with 100% employer match about $113,863 at 4% or $75,909 at 6%.
Heffler & Company Self Employed Retirement Plan-82$4,816,134$746,940$9,109iApproximate average salary by contribution assumption: employee only about $227,726 at 4% or $151,817 at 6%; with 50% employer match about $151,817 at 4% or $101,211 at 6%; with 100% employer match about $113,863 at 4% or $75,909 at 6%.
2017162$4,621,101$163,168$2,632iApproximate average salary by contribution assumption: employee only about $65,794 at 4% or $43,862 at 6%; with 50% employer match about $43,862 at 4% or $29,242 at 6%; with 100% employer match about $32,897 at 4% or $21,931 at 6%.
Heffler & Company Self Employed Retirement Plan-62$4,621,101$163,168$2,632iApproximate average salary by contribution assumption: employee only about $65,794 at 4% or $43,862 at 6%; with 50% employer match about $43,862 at 4% or $29,242 at 6%; with 100% employer match about $32,897 at 4% or $21,931 at 6%.
2016261$7,876,852$265,786$4,357iApproximate average salary by contribution assumption: employee only about $108,929 at 4% or $72,619 at 6%; with 50% employer match about $72,619 at 4% or $48,413 at 6%; with 100% employer match about $54,464 at 4% or $36,310 at 6%.
HEFFLER, RADETICH & SAITTA, LLP 401(K) PLAN-61$3,938,426$132,893$2,179iApproximate average salary by contribution assumption: employee only about $54,464 at 4% or $36,310 at 6%; with 50% employer match about $36,310 at 4% or $24,206 at 6%; with 100% employer match about $27,232 at 4% or $18,155 at 6%.
Heffler & Company Self Employed Retirement Plan-61$3,938,426$132,893$2,179iApproximate average salary by contribution assumption: employee only about $54,464 at 4% or $36,310 at 6%; with 50% employer match about $36,310 at 4% or $24,206 at 6%; with 100% employer match about $27,232 at 4% or $18,155 at 6%.
2015260$7,243,996$276,066$4,601iApproximate average salary by contribution assumption: employee only about $115,028 at 4% or $76,685 at 6%; with 50% employer match about $76,685 at 4% or $51,123 at 6%; with 100% employer match about $57,514 at 4% or $38,343 at 6%.
HEFFLER, RADETICH & SAITTA, LLP 401(K) PLAN-60$3,621,998$138,033$2,301iApproximate average salary by contribution assumption: employee only about $57,514 at 4% or $38,343 at 6%; with 50% employer match about $38,343 at 4% or $25,562 at 6%; with 100% employer match about $28,757 at 4% or $19,171 at 6%.
Heffler & Company Self Employed Retirement Plan-60$3,621,998$138,033$2,301iApproximate average salary by contribution assumption: employee only about $57,514 at 4% or $38,343 at 6%; with 50% employer match about $38,343 at 4% or $25,562 at 6%; with 100% employer match about $28,757 at 4% or $19,171 at 6%.
2014170$3,988,481$171,813$2,454iApproximate average salary by contribution assumption: employee only about $61,362 at 4% or $40,908 at 6%; with 50% employer match about $40,908 at 4% or $27,272 at 6%; with 100% employer match about $30,681 at 4% or $20,454 at 6%.
HEFFLER, RADETICH & SAITTA, LLP 401(K) PLAN-70$3,988,481$171,813$2,454iApproximate average salary by contribution assumption: employee only about $61,362 at 4% or $40,908 at 6%; with 50% employer match about $40,908 at 4% or $27,272 at 6%; with 100% employer match about $30,681 at 4% or $20,454 at 6%.
2013167$3,783,797$200,772$2,997iApproximate average salary by contribution assumption: employee only about $74,915 at 4% or $49,943 at 6%; with 50% employer match about $49,943 at 4% or $33,296 at 6%; with 100% employer match about $37,457 at 4% or $24,972 at 6%.
Heffler & Company Self Employed Retirement Plan-67$3,783,797$200,772$2,997iApproximate average salary by contribution assumption: employee only about $74,915 at 4% or $49,943 at 6%; with 50% employer match about $49,943 at 4% or $33,296 at 6%; with 100% employer match about $37,457 at 4% or $24,972 at 6%.
2012161$3,260,272$221,844$3,637iApproximate average salary by contribution assumption: employee only about $90,920 at 4% or $60,613 at 6%; with 50% employer match about $60,613 at 4% or $40,409 at 6%; with 100% employer match about $45,460 at 4% or $30,307 at 6%.
Heffler & Company Self Employed Retirement Plan-61$3,260,272$221,844$3,637iApproximate average salary by contribution assumption: employee only about $90,920 at 4% or $60,613 at 6%; with 50% employer match about $60,613 at 4% or $40,409 at 6%; with 100% employer match about $45,460 at 4% or $30,307 at 6%.
2011158$3,179,801$219,599$3,786iApproximate average salary by contribution assumption: employee only about $94,655 at 4% or $63,103 at 6%; with 50% employer match about $63,103 at 4% or $42,069 at 6%; with 100% employer match about $47,327 at 4% or $31,552 at 6%.
Heffler & Company Self Employed Retirement Plan-58$3,179,801$219,599$3,786iApproximate average salary by contribution assumption: employee only about $94,655 at 4% or $63,103 at 6%; with 50% employer match about $63,103 at 4% or $42,069 at 6%; with 100% employer match about $47,327 at 4% or $31,552 at 6%.
2010163$3,447,830$175,398$2,784iApproximate average salary by contribution assumption: employee only about $69,602 at 4% or $46,402 at 6%; with 50% employer match about $46,402 at 4% or $30,934 at 6%; with 100% employer match about $34,801 at 4% or $23,201 at 6%.
Heffler & Company Self Employed Retirement Plan-63$3,447,830$175,398$2,784iApproximate average salary by contribution assumption: employee only about $69,602 at 4% or $46,402 at 6%; with 50% employer match about $46,402 at 4% or $30,934 at 6%; with 100% employer match about $34,801 at 4% or $23,201 at 6%.
2009167$3,366,533$176,450$2,634iApproximate average salary by contribution assumption: employee only about $65,840 at 4% or $43,893 at 6%; with 50% employer match about $43,893 at 4% or $29,262 at 6%; with 100% employer match about $32,920 at 4% or $21,947 at 6%.
Heffler & Company Self Employed Retirement Plan-67$3,366,533$176,450$2,634iApproximate average salary by contribution assumption: employee only about $65,840 at 4% or $43,893 at 6%; with 50% employer match about $43,893 at 4% or $29,262 at 6%; with 100% employer match about $32,920 at 4% or $21,947 at 6%.
2008178$2,870,240$371,166$4,759iApproximate average salary by contribution assumption: employee only about $118,963 at 4% or $79,309 at 6%; with 50% employer match about $79,309 at 4% or $52,873 at 6%; with 100% employer match about $59,482 at 4% or $39,654 at 6%.
Heffler & Company Self Employed Retirement Plan-78$2,870,240$371,166$4,759iApproximate average salary by contribution assumption: employee only about $118,963 at 4% or $79,309 at 6%; with 50% employer match about $79,309 at 4% or $52,873 at 6%; with 100% employer match about $59,482 at 4% or $39,654 at 6%.
2007175$3,533,696$375,046$5,001iApproximate average salary by contribution assumption: employee only about $125,015 at 4% or $83,344 at 6%; with 50% employer match about $83,344 at 4% or $55,562 at 6%; with 100% employer match about $62,508 at 4% or $41,672 at 6%.
Heffler & Company Self Employed Retirement Plan-75$3,533,696$375,046$5,001iApproximate average salary by contribution assumption: employee only about $125,015 at 4% or $83,344 at 6%; with 50% employer match about $83,344 at 4% or $55,562 at 6%; with 100% employer match about $62,508 at 4% or $41,672 at 6%.
2006169$2,958,593$359,523$5,210iApproximate average salary by contribution assumption: employee only about $130,262 at 4% or $86,841 at 6%; with 50% employer match about $86,841 at 4% or $57,894 at 6%; with 100% employer match about $65,131 at 4% or $43,421 at 6%.
Heffler & Company Self Employed Retirement Plan-69$2,958,593$359,523$5,210iApproximate average salary by contribution assumption: employee only about $130,262 at 4% or $86,841 at 6%; with 50% employer match about $86,841 at 4% or $57,894 at 6%; with 100% employer match about $65,131 at 4% or $43,421 at 6%.
2005165$2,281,084$294,037$4,524iApproximate average salary by contribution assumption: employee only about $113,091 at 4% or $75,394 at 6%; with 50% employer match about $75,394 at 4% or $50,263 at 6%; with 100% employer match about $56,546 at 4% or $37,697 at 6%.
Heffler & Company Self Employed Retirement Plan-65$2,281,084$294,037$4,524iApproximate average salary by contribution assumption: employee only about $113,091 at 4% or $75,394 at 6%; with 50% employer match about $75,394 at 4% or $50,263 at 6%; with 100% employer match about $56,546 at 4% or $37,697 at 6%.
2004173$1,882,542$257,536$3,528iApproximate average salary by contribution assumption: employee only about $88,197 at 4% or $58,798 at 6%; with 50% employer match about $58,798 at 4% or $39,199 at 6%; with 100% employer match about $44,099 at 4% or $29,399 at 6%.
Heffler & Company Self Employed Retirement Plan-73$1,882,542$257,536$3,528iApproximate average salary by contribution assumption: employee only about $88,197 at 4% or $58,798 at 6%; with 50% employer match about $58,798 at 4% or $39,199 at 6%; with 100% employer match about $44,099 at 4% or $29,399 at 6%.
2003161$1,492,210$232,571$3,813iApproximate average salary by contribution assumption: employee only about $95,316 at 4% or $63,544 at 6%; with 50% employer match about $63,544 at 4% or $42,363 at 6%; with 100% employer match about $47,658 at 4% or $31,772 at 6%.
Heffler & Company Self Employed Retirement Plan-61$1,492,210$232,571$3,813iApproximate average salary by contribution assumption: employee only about $95,316 at 4% or $63,544 at 6%; with 50% employer match about $63,544 at 4% or $42,363 at 6%; with 100% employer match about $47,658 at 4% or $31,772 at 6%.
2002176$0$0-
Heffler & Company Self Employed Retirement Plan-76---
200120$0$0-
Heffler & Company Self Employed Retirement Plan-0---
Heffler & Company Self Employed Retirement Plan-0---
200012$19,277$0-
Heffler & Company Self Employed Retirement Plan-2$19,277--
199914$658,652$0-
Heffler & Company Self Employed Retirement Plan-4$658,652--