Civic Intelligence

Jonathan Heistein, M.D., P.A.

Plan context: Jonathan Heistein, M.D., P.A. 401K Plan

EIN 26-2879821 • Fort Worth, TX • 29 filings • 4 plans

800 8th Ave., Ste. 400Fort Worth, TX 76104
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$3,438,530

2024 Contributions

$213,864

Historical Graphs

Total Assets Over Time

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

$3,438,530$1,719,265$0200820162024YearValue
$3,438,530Latest year 2024

Participants Over Time

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

1260200820162024YearValue
12Latest 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
2024212$3,438,530$213,864$17,822iApproximate average salary by contribution assumption: employee only about $445,550 at 4% or $297,033 at 6%; with 50% employer match about $297,033 at 4% or $198,022 at 6%; with 100% employer match about $222,775 at 4% or $148,517 at 6%.
Jonathan Heistein, M.D., P.A. 401K Plan-7$1,771,233$82,832$11,833iApproximate average salary by contribution assumption: employee only about $295,829 at 4% or $197,219 at 6%; with 50% employer match about $197,219 at 4% or $131,479 at 6%; with 100% employer match about $147,914 at 4% or $98,610 at 6%.
JONATHAN HEISTEIN, M.D., P.A. CASH BALANCE PENSION PLAN-12$1,667,297$131,032$10,919iApproximate average salary by contribution assumption: employee only about $272,983 at 4% or $181,989 at 6%; with 50% employer match about $181,989 at 4% or $121,326 at 6%; with 100% employer match about $136,492 at 4% or $90,994 at 6%.
2023210$3,062,709$337,908$33,791iApproximate average salary by contribution assumption: employee only about $844,770 at 4% or $563,180 at 6%; with 50% employer match about $563,180 at 4% or $375,453 at 6%; with 100% employer match about $422,385 at 4% or $281,590 at 6%.
Jonathan Heistein, M.D., P.A. 401K Plan-8$1,582,224$88,709$11,089iApproximate average salary by contribution assumption: employee only about $277,216 at 4% or $184,810 at 6%; with 50% employer match about $184,810 at 4% or $123,207 at 6%; with 100% employer match about $138,608 at 4% or $92,405 at 6%.
JONATHAN HEISTEIN, M.D., P.A. CASH BALANCE PENSION PLAN-10$1,480,485$249,199$24,920iApproximate average salary by contribution assumption: employee only about $622,998 at 4% or $415,332 at 6%; with 50% employer match about $415,332 at 4% or $276,888 at 6%; with 100% employer match about $311,499 at 4% or $207,666 at 6%.
2022210$2,598,143$82,283$8,228iApproximate average salary by contribution assumption: employee only about $205,707 at 4% or $137,138 at 6%; with 50% employer match about $137,138 at 4% or $91,426 at 6%; with 100% employer match about $102,854 at 4% or $68,569 at 6%.
Jonathan Heistein, M.D., P.A. 401K Plan-8$1,433,658$82,283$10,285iApproximate average salary by contribution assumption: employee only about $257,134 at 4% or $171,423 at 6%; with 50% employer match about $171,423 at 4% or $114,282 at 6%; with 100% employer match about $128,567 at 4% or $85,711 at 6%.
JONATHAN HEISTEIN, M.D., P.A. CASH BALANCE PENSION PLAN-10$1,164,485--
202129$2,764,656$189,335$21,037iApproximate average salary by contribution assumption: employee only about $525,931 at 4% or $350,620 at 6%; with 50% employer match about $350,620 at 4% or $233,747 at 6%; with 100% employer match about $262,965 at 4% or $175,310 at 6%.
Jonathan Heistein, M.D., P.A. 401K Plan-7$1,489,695$73,335$10,476iApproximate average salary by contribution assumption: employee only about $261,911 at 4% or $174,607 at 6%; with 50% employer match about $174,607 at 4% or $116,405 at 6%; with 100% employer match about $130,955 at 4% or $87,304 at 6%.
JONATHAN HEISTEIN MD PA CASH BALANCE PLAN-9$1,274,961$116,000$12,889iApproximate average salary by contribution assumption: employee only about $322,222 at 4% or $214,815 at 6%; with 50% employer match about $214,815 at 4% or $143,210 at 6%; with 100% employer match about $161,111 at 4% or $107,407 at 6%.
202029$2,409,469$217,082$24,120iApproximate average salary by contribution assumption: employee only about $603,006 at 4% or $402,004 at 6%; with 50% employer match about $402,004 at 4% or $268,002 at 6%; with 100% employer match about $301,503 at 4% or $201,002 at 6%.
Jonathan Heistein, M.D., P.A. 401K Plan-7$1,294,082$101,082$14,440iApproximate average salary by contribution assumption: employee only about $361,007 at 4% or $240,671 at 6%; with 50% employer match about $240,671 at 4% or $160,448 at 6%; with 100% employer match about $180,504 at 4% or $120,336 at 6%.
JONATHAN HEISTEIN MD PA CASH BALANCE PLAN-9$1,115,387$116,000$12,889iApproximate average salary by contribution assumption: employee only about $322,222 at 4% or $214,815 at 6%; with 50% employer match about $214,815 at 4% or $143,210 at 6%; with 100% employer match about $161,111 at 4% or $107,407 at 6%.
201929$2,009,696$265,947$29,550iApproximate average salary by contribution assumption: employee only about $738,742 at 4% or $492,494 at 6%; with 50% employer match about $492,494 at 4% or $328,330 at 6%; with 100% employer match about $369,371 at 4% or $246,247 at 6%.
Jonathan Heistein, M.D., P.A. 401K Plan-8$1,106,553$84,518$10,565iApproximate average salary by contribution assumption: employee only about $264,119 at 4% or $176,079 at 6%; with 50% employer match about $176,079 at 4% or $117,386 at 6%; with 100% employer match about $132,059 at 4% or $88,040 at 6%.
JONATHAN HEISTEIN MD PA CASH BALANCE PLAN-9$903,143$181,429$20,159iApproximate average salary by contribution assumption: employee only about $503,969 at 4% or $335,980 at 6%; with 50% employer match about $335,980 at 4% or $223,986 at 6%; with 100% employer match about $251,985 at 4% or $167,990 at 6%.
201827$1,531,783$176,964$25,281iApproximate average salary by contribution assumption: employee only about $632,014 at 4% or $421,343 at 6%; with 50% employer match about $421,343 at 4% or $280,895 at 6%; with 100% employer match about $316,007 at 4% or $210,671 at 6%.
Jonathan Heistein, M.D., P.A. 401K Plan-5$893,502$71,577$14,315iApproximate average salary by contribution assumption: employee only about $357,885 at 4% or $238,590 at 6%; with 50% employer match about $238,590 at 4% or $159,060 at 6%; with 100% employer match about $178,943 at 4% or $119,295 at 6%.
JONATHAN HEISTEIN MD PA CASH BALANCE PLAN-7$638,281$105,387$15,055iApproximate average salary by contribution assumption: employee only about $376,382 at 4% or $250,921 at 6%; with 50% employer match about $250,921 at 4% or $167,281 at 6%; with 100% employer match about $188,191 at 4% or $125,461 at 6%.
201727$1,430,010$145,778$20,825iApproximate average salary by contribution assumption: employee only about $520,636 at 4% or $347,090 at 6%; with 50% employer match about $347,090 at 4% or $231,394 at 6%; with 100% employer match about $260,318 at 4% or $173,545 at 6%.
Jonathan Heistein, M.D., P.A. 401K Plan-7$865,147$71,910$10,273iApproximate average salary by contribution assumption: employee only about $256,821 at 4% or $171,214 at 6%; with 50% employer match about $171,214 at 4% or $114,143 at 6%; with 100% employer match about $128,411 at 4% or $85,607 at 6%.
JONATHAN HEISTEIN MD PA CASH BALANCE PLAN-7$564,863$73,868$10,553iApproximate average salary by contribution assumption: employee only about $263,814 at 4% or $175,876 at 6%; with 50% employer match about $175,876 at 4% or $117,251 at 6%; with 100% employer match about $131,907 at 4% or $87,938 at 6%.
201628$1,180,638$154,594$19,324iApproximate average salary by contribution assumption: employee only about $483,106 at 4% or $322,071 at 6%; with 50% employer match about $322,071 at 4% or $214,714 at 6%; with 100% employer match about $241,553 at 4% or $161,035 at 6%.
Jonathan Heistein, M.D., P.A. 401K Plan-8$697,891$73,622$9,203iApproximate average salary by contribution assumption: employee only about $230,069 at 4% or $153,379 at 6%; with 50% employer match about $153,379 at 4% or $102,253 at 6%; with 100% employer match about $115,034 at 4% or $76,690 at 6%.
JONATHAN HEISTEIN MD PA CASH BALANCE PLAN-7$482,747$80,972$11,567iApproximate average salary by contribution assumption: employee only about $289,186 at 4% or $192,790 at 6%; with 50% employer match about $192,790 at 4% or $128,527 at 6%; with 100% employer match about $144,593 at 4% or $96,395 at 6%.
201529$1,004,358$204,594$22,733iApproximate average salary by contribution assumption: employee only about $568,317 at 4% or $378,878 at 6%; with 50% employer match about $378,878 at 4% or $252,585 at 6%; with 100% employer match about $284,158 at 4% or $189,439 at 6%.
Jonathan Heistein, M.D., P.A. 401K Plan-9$612,337$67,486$7,498iApproximate average salary by contribution assumption: employee only about $187,461 at 4% or $124,974 at 6%; with 50% employer match about $124,974 at 4% or $83,316 at 6%; with 100% employer match about $93,731 at 4% or $62,487 at 6%.
JONATHAN HEISTEIN MD PA CASH BALANCE PLAN-7$392,021$137,108$19,587iApproximate average salary by contribution assumption: employee only about $489,671 at 4% or $326,448 at 6%; with 50% employer match about $326,448 at 4% or $217,632 at 6%; with 100% employer match about $244,836 at 4% or $163,224 at 6%.
201427$841,445$225,754$32,251iApproximate average salary by contribution assumption: employee only about $806,264 at 4% or $537,510 at 6%; with 50% employer match about $537,510 at 4% or $358,340 at 6%; with 100% employer match about $403,132 at 4% or $268,755 at 6%.
Jonathan Heistein, M.D., P.A. 401K Plan-7$575,817$58,371$8,339iApproximate average salary by contribution assumption: employee only about $208,468 at 4% or $138,979 at 6%; with 50% employer match about $138,979 at 4% or $92,652 at 6%; with 100% employer match about $104,234 at 4% or $69,489 at 6%.
JONATHAN HEISTEIN MD PA CASH BALANCE PLAN-6$265,628$167,383$27,897iApproximate average salary by contribution assumption: employee only about $697,429 at 4% or $464,953 at 6%; with 50% employer match about $464,953 at 4% or $309,969 at 6%; with 100% employer match about $348,715 at 4% or $232,476 at 6%.
201328$611,475$170,903$21,363iApproximate average salary by contribution assumption: employee only about $534,072 at 4% or $356,048 at 6%; with 50% employer match about $356,048 at 4% or $237,365 at 6%; with 100% employer match about $267,036 at 4% or $178,024 at 6%.
Jonathan Heistein, M.D., P.A. 401K Plan-8$507,867$67,295$8,412iApproximate average salary by contribution assumption: employee only about $210,297 at 4% or $140,198 at 6%; with 50% employer match about $140,198 at 4% or $93,465 at 6%; with 100% employer match about $105,148 at 4% or $70,099 at 6%.
JONATHAN HEISTEIN MD PA CASH BALANCE PLAN-6$103,608$103,608$17,268iApproximate average salary by contribution assumption: employee only about $431,700 at 4% or $287,800 at 6%; with 50% employer match about $287,800 at 4% or $191,867 at 6%; with 100% employer match about $215,850 at 4% or $143,900 at 6%.
201217$395,441$76,437$10,920iApproximate average salary by contribution assumption: employee only about $272,989 at 4% or $181,993 at 6%; with 50% employer match about $181,993 at 4% or $121,329 at 6%; with 100% employer match about $136,495 at 4% or $90,996 at 6%.
Jonathan Heistein, M.D., P.A. 401K Plan-7$395,441$76,437$10,920iApproximate average salary by contribution assumption: employee only about $272,989 at 4% or $181,993 at 6%; with 50% employer match about $181,993 at 4% or $121,329 at 6%; with 100% employer match about $136,495 at 4% or $90,996 at 6%.
201114$287,635$67,492$16,873iApproximate average salary by contribution assumption: employee only about $421,825 at 4% or $281,217 at 6%; with 50% employer match about $281,217 at 4% or $187,478 at 6%; with 100% employer match about $210,913 at 4% or $140,608 at 6%.
Jonathan Heistein, M.D., P.A. 401K Plan-4$287,635$67,492$16,873iApproximate average salary by contribution assumption: employee only about $421,825 at 4% or $281,217 at 6%; with 50% employer match about $281,217 at 4% or $187,478 at 6%; with 100% employer match about $210,913 at 4% or $140,608 at 6%.
201014$235,733$67,601$16,900iApproximate average salary by contribution assumption: employee only about $422,506 at 4% or $281,671 at 6%; with 50% employer match about $281,671 at 4% or $187,781 at 6%; with 100% employer match about $211,253 at 4% or $140,835 at 6%.
Jonathan Heistein, M.D., P.A. 401K Plan-4$235,733$67,601$16,900iApproximate average salary by contribution assumption: employee only about $422,506 at 4% or $281,671 at 6%; with 50% employer match about $281,671 at 4% or $187,781 at 6%; with 100% employer match about $211,253 at 4% or $140,835 at 6%.
200914$146,369$64,959$16,240iApproximate average salary by contribution assumption: employee only about $405,994 at 4% or $270,663 at 6%; with 50% employer match about $270,663 at 4% or $180,442 at 6%; with 100% employer match about $202,997 at 4% or $135,331 at 6%.
Jonathan Heistein, M.D., P.A. 401K Plan-4$146,369$64,959$16,240iApproximate average salary by contribution assumption: employee only about $405,994 at 4% or $270,663 at 6%; with 50% employer match about $270,663 at 4% or $180,442 at 6%; with 100% employer match about $202,997 at 4% or $135,331 at 6%.
200814$56,346$55,852$13,963iApproximate average salary by contribution assumption: employee only about $349,075 at 4% or $232,717 at 6%; with 50% employer match about $232,717 at 4% or $155,144 at 6%; with 100% employer match about $174,538 at 4% or $116,358 at 6%.
Jonathan Heistein, M.D., P.A. 401K Plan-4$56,346$55,852$13,963iApproximate average salary by contribution assumption: employee only about $349,075 at 4% or $232,717 at 6%; with 50% employer match about $232,717 at 4% or $155,144 at 6%; with 100% employer match about $174,538 at 4% or $116,358 at 6%.