Civic Intelligence

Heaton Capital Management Inc.

Plan context: Heaton Capital Management Inc. Money Purchase Plan

EIN 23-2762273 • 1 filings • 1 plans

Current Snapshot

Latest Year

2000

2000 Participants

1

2000 Assets

$1,155,735

2000 Contributions

$87,171

Historical Graphs

Total Assets Over Time

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

$1,155,735$577,868$02000YearValue
$1,155,735Latest year 2000

Participants Over Time

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

1102000YearValue
1Latest year 2000

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
200011$1,155,735$87,171$87,171iApproximate average salary by contribution assumption: employee only about $2,179,275 at 4% or $1,452,850 at 6%; with 50% employer match about $1,452,850 at 4% or $968,567 at 6%; with 100% employer match about $1,089,638 at 4% or $726,425 at 6%.
Heaton Capital Management Inc. Money Purchase Plan-1$1,155,735$87,171$87,171iApproximate average salary by contribution assumption: employee only about $2,179,275 at 4% or $1,452,850 at 6%; with 50% employer match about $1,452,850 at 4% or $968,567 at 6%; with 100% employer match about $1,089,638 at 4% or $726,425 at 6%.