Civic Intelligence

W. Steven Heise

Plan context: W. Steven Heise Defined Benefit Pension Plan

EIN 33-0886344 • Upland, CA • 40 filings • 4 plans

1425 W Foothill Blvd. Suite 300Suite 300Upland, CA 91786
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,409,536

2024 Contributions

$105,018

Historical Graphs

Total Assets Over Time

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

$2,775,645$1,387,823$0200220132024YearValue
$2,409,536Latest year 2024

Participants Over Time

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

630200220122024YearValue
6Latest 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
202436$2,409,536$105,018$17,503iApproximate average salary by contribution assumption: employee only about $437,575 at 4% or $291,717 at 6%; with 50% employer match about $291,717 at 4% or $194,478 at 6%; with 100% employer match about $218,788 at 4% or $145,858 at 6%.
W. Steven Heise Defined Benefit Pension Plan-3$2,251,449$90,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
W. Steven Heise Defined Benefit Pension Plan-6$83,124$15,018$2,503iApproximate average salary by contribution assumption: employee only about $62,575 at 4% or $41,717 at 6%; with 50% employer match about $41,717 at 4% or $27,811 at 6%; with 100% employer match about $31,288 at 4% or $20,858 at 6%.
W. STEVEN HEISE PROFIT SHARING PLAN-4$74,963$0-
202336$2,587,565$271,122$45,187iApproximate average salary by contribution assumption: employee only about $1,129,675 at 4% or $753,117 at 6%; with 50% employer match about $753,117 at 4% or $502,078 at 6%; with 100% employer match about $564,838 at 4% or $376,558 at 6%.
W. Steven Heise Defined Benefit Pension Plan-3$2,451,997$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
W. Steven Heise Defined Benefit Pension Plan-6$69,456$21,122$3,520iApproximate average salary by contribution assumption: employee only about $88,008 at 4% or $58,672 at 6%; with 50% employer match about $58,672 at 4% or $39,115 at 6%; with 100% employer match about $44,004 at 4% or $29,336 at 6%.
W. STEVEN HEISE PROFIT SHARING PLAN-4$66,112$0-
202236$2,400,620$321,277$53,546iApproximate average salary by contribution assumption: employee only about $1,338,654 at 4% or $892,436 at 6%; with 50% employer match about $892,436 at 4% or $594,957 at 6%; with 100% employer match about $669,327 at 4% or $446,218 at 6%.
W. Steven Heise Defined Benefit Pension Plan-3$2,301,559$300,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
W. STEVEN HEISE PROFIT SHARING PLAN-4$58,849$0-
W. Steven Heise Defined Benefit Pension Plan-6$40,212$21,277$3,546iApproximate average salary by contribution assumption: employee only about $88,654 at 4% or $59,103 at 6%; with 50% employer match about $59,103 at 4% or $39,402 at 6%; with 100% employer match about $44,327 at 4% or $29,551 at 6%.
202136$2,775,645$158,266$26,378iApproximate average salary by contribution assumption: employee only about $659,442 at 4% or $439,628 at 6%; with 50% employer match about $439,628 at 4% or $293,085 at 6%; with 100% employer match about $329,721 at 4% or $219,814 at 6%.
W. Steven Heise Defined Benefit Pension Plan-3$2,678,991$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
W. STEVEN HEISE PROFIT SHARING PLAN-4$72,014$0-
W. Steven Heise Defined Benefit Pension Plan-6$24,640$8,266$1,378iApproximate average salary by contribution assumption: employee only about $34,442 at 4% or $22,961 at 6%; with 50% employer match about $22,961 at 4% or $15,307 at 6%; with 100% employer match about $17,221 at 4% or $11,481 at 6%.
202026$2,515,124$139,495$23,249iApproximate average salary by contribution assumption: employee only about $581,229 at 4% or $387,486 at 6%; with 50% employer match about $387,486 at 4% or $258,324 at 6%; with 100% employer match about $290,615 at 4% or $193,743 at 6%.
W. Steven Heise Defined Benefit Pension Plan-3$2,500,536$130,000$43,333iApproximate average salary by contribution assumption: employee only about $1,083,333 at 4% or $722,222 at 6%; with 50% employer match about $722,222 at 4% or $481,481 at 6%; with 100% employer match about $541,667 at 4% or $361,111 at 6%.
W. Steven Heise Defined Benefit Pension Plan-6$14,588$9,495$1,583iApproximate average salary by contribution assumption: employee only about $39,563 at 4% or $26,375 at 6%; with 50% employer match about $26,375 at 4% or $17,583 at 6%; with 100% employer match about $19,781 at 4% or $13,188 at 6%.
201926$2,404,192$32,985$5,498iApproximate average salary by contribution assumption: employee only about $137,438 at 4% or $91,625 at 6%; with 50% employer match about $91,625 at 4% or $61,083 at 6%; with 100% employer match about $68,719 at 4% or $45,813 at 6%.
W. Steven Heise Defined Benefit Pension Plan-6$2,401,177$30,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
W. Steven Heise Defined Benefit Pension Plan-5$3,015$2,985$597iApproximate average salary by contribution assumption: employee only about $14,925 at 4% or $9,950 at 6%; with 50% employer match about $9,950 at 4% or $6,633 at 6%; with 100% employer match about $7,463 at 4% or $4,975 at 6%.
201615$71,829$0-
W. STEVEN HEISE PROFIT SHARING PLAN-5$71,829$0-
201515$71,887$0-
W. STEVEN HEISE PROFIT SHARING PLAN-5$71,887$0-
201415$71,905$0-
W. STEVEN HEISE PROFIT SHARING PLAN-5$71,905$0-
201325$2,334,316$325,000$65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%.
W. Steven Heise Defined Benefit Pension Plan-3$2,262,419$325,000$108,333iApproximate average salary by contribution assumption: employee only about $2,708,333 at 4% or $1,805,556 at 6%; with 50% employer match about $1,805,556 at 4% or $1,203,704 at 6%; with 100% employer match about $1,354,167 at 4% or $902,778 at 6%.
W. STEVEN HEISE PROFIT SHARING PLAN-5$71,897$0-
201225$1,970,589$215,000$43,000iApproximate average salary by contribution assumption: employee only about $1,075,000 at 4% or $716,667 at 6%; with 50% employer match about $716,667 at 4% or $477,778 at 6%; with 100% employer match about $537,500 at 4% or $358,333 at 6%.
W. Steven Heise Defined Benefit Pension Plan-4$1,898,699$215,000$53,750iApproximate average salary by contribution assumption: employee only about $1,343,750 at 4% or $895,833 at 6%; with 50% employer match about $895,833 at 4% or $597,222 at 6%; with 100% employer match about $671,875 at 4% or $447,917 at 6%.
W. STEVEN HEISE PROFIT SHARING PLAN-5$71,890$0-
201125$1,913,879$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
W. Steven Heise Defined Benefit Pension Plan-4$1,841,148$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
W. STEVEN HEISE PROFIT SHARING PLAN-5$72,731$0-
201024$1,775,699$211,906$52,977iApproximate average salary by contribution assumption: employee only about $1,324,413 at 4% or $882,942 at 6%; with 50% employer match about $882,942 at 4% or $588,628 at 6%; with 100% employer match about $662,206 at 4% or $441,471 at 6%.
W. Steven Heise Defined Benefit Pension Plan-3$1,714,592$195,000$65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%.
W. STEVEN HEISE PROFIT SHARING PLAN-4$61,107$16,906$4,227iApproximate average salary by contribution assumption: employee only about $105,663 at 4% or $70,442 at 6%; with 50% employer match about $70,442 at 4% or $46,961 at 6%; with 100% employer match about $52,831 at 4% or $35,221 at 6%.
200923$1,607,329$219,263$73,088iApproximate average salary by contribution assumption: employee only about $1,827,192 at 4% or $1,218,128 at 6%; with 50% employer match about $1,218,128 at 4% or $812,085 at 6%; with 100% employer match about $913,596 at 4% or $609,064 at 6%.
W. Steven Heise Defined Benefit Pension Plan-2$1,562,669$206,900$103,450iApproximate average salary by contribution assumption: employee only about $2,586,250 at 4% or $1,724,167 at 6%; with 50% employer match about $1,724,167 at 4% or $1,149,444 at 6%; with 100% employer match about $1,293,125 at 4% or $862,083 at 6%.
W. STEVEN HEISE PROFIT SHARING PLAN-3$44,660$12,363$4,121iApproximate average salary by contribution assumption: employee only about $103,025 at 4% or $68,683 at 6%; with 50% employer match about $68,683 at 4% or $45,789 at 6%; with 100% employer match about $51,513 at 4% or $34,342 at 6%.
200823$32,457$11,619$3,873iApproximate average salary by contribution assumption: employee only about $96,825 at 4% or $64,550 at 6%; with 50% employer match about $64,550 at 4% or $43,033 at 6%; with 100% employer match about $48,413 at 4% or $32,275 at 6%.
W. STEVEN HEISE PROFIT SHARING PLAN-3$32,457$11,619$3,873iApproximate average salary by contribution assumption: employee only about $96,825 at 4% or $64,550 at 6%; with 50% employer match about $64,550 at 4% or $43,033 at 6%; with 100% employer match about $48,413 at 4% or $32,275 at 6%.
W. Steven Heise Defined Benefit Pension Plan-3---
200723$0$0-
W. Steven Heise Defined Benefit Pension Plan-3---
W. STEVEN HEISE PROFIT SHARING PLAN-3---
200623$1,019,104$264,487$88,162iApproximate average salary by contribution assumption: employee only about $2,204,058 at 4% or $1,469,372 at 6%; with 50% employer match about $1,469,372 at 4% or $979,581 at 6%; with 100% employer match about $1,102,029 at 4% or $734,686 at 6%.
W. Steven Heise Defined Benefit Pension Plan-3$1,008,464$260,000$86,667iApproximate average salary by contribution assumption: employee only about $2,166,667 at 4% or $1,444,444 at 6%; with 50% employer match about $1,444,444 at 4% or $962,963 at 6%; with 100% employer match about $1,083,333 at 4% or $722,222 at 6%.
W. STEVEN HEISE PROFIT SHARING PLAN-2$10,640$4,487$2,244iApproximate average salary by contribution assumption: employee only about $56,088 at 4% or $37,392 at 6%; with 50% employer match about $37,392 at 4% or $24,928 at 6%; with 100% employer match about $28,044 at 4% or $18,696 at 6%.
200522$698,728$216,103$108,052iApproximate average salary by contribution assumption: employee only about $2,701,288 at 4% or $1,800,858 at 6%; with 50% employer match about $1,800,858 at 4% or $1,200,572 at 6%; with 100% employer match about $1,350,644 at 4% or $900,429 at 6%.
W. Steven Heise Defined Benefit Pension Plan-2$692,625$210,000$105,000iApproximate average salary by contribution assumption: employee only about $2,625,000 at 4% or $1,750,000 at 6%; with 50% employer match about $1,750,000 at 4% or $1,166,667 at 6%; with 100% employer match about $1,312,500 at 4% or $875,000 at 6%.
W. STEVEN HEISE PROFIT SHARING PLAN-2$6,103$6,103$3,052iApproximate average salary by contribution assumption: employee only about $76,288 at 4% or $50,858 at 6%; with 50% employer match about $50,858 at 4% or $33,906 at 6%; with 100% employer match about $38,144 at 4% or $25,429 at 6%.
200413$515,730$222,192$74,064iApproximate average salary by contribution assumption: employee only about $1,851,600 at 4% or $1,234,400 at 6%; with 50% employer match about $1,234,400 at 4% or $822,933 at 6%; with 100% employer match about $925,800 at 4% or $617,200 at 6%.
W. Steven Heise Defined Benefit Pension Plan-3$515,730$222,192$74,064iApproximate average salary by contribution assumption: employee only about $1,851,600 at 4% or $1,234,400 at 6%; with 50% employer match about $1,234,400 at 4% or $822,933 at 6%; with 100% employer match about $925,800 at 4% or $617,200 at 6%.
200312$475,271$206,721$103,361iApproximate average salary by contribution assumption: employee only about $2,584,013 at 4% or $1,722,675 at 6%; with 50% employer match about $1,722,675 at 4% or $1,148,450 at 6%; with 100% employer match about $1,292,006 at 4% or $861,338 at 6%.
W. Steven Heise Defined Benefit Pension Plan-2$475,271$206,721$103,361iApproximate average salary by contribution assumption: employee only about $2,584,013 at 4% or $1,722,675 at 6%; with 50% employer match about $1,722,675 at 4% or $1,148,450 at 6%; with 100% employer match about $1,292,006 at 4% or $861,338 at 6%.
200212$170,460$134,375$67,188iApproximate average salary by contribution assumption: employee only about $1,679,688 at 4% or $1,119,792 at 6%; with 50% employer match about $1,119,792 at 4% or $746,528 at 6%; with 100% employer match about $839,844 at 4% or $559,896 at 6%.
W. Steven Heise Defined Benefit Pension Plan-2$170,460$134,375$67,188iApproximate average salary by contribution assumption: employee only about $1,679,688 at 4% or $1,119,792 at 6%; with 50% employer match about $1,119,792 at 4% or $746,528 at 6%; with 100% employer match about $839,844 at 4% or $559,896 at 6%.