Civic Intelligence

Shaffner-Heaney Associates Inc.

Plan context: Shaffner-Heaney Associates Inc. 401K S. R. P. & T

EIN 35-1319816 • South Bend, IN • 34 filings • 9 plans

2508 South Main StreetSouth Bend, IN 46614-1016
Current Snapshot

Latest Year

2024

2024 Participants

44

2024 Assets

$5,021,906

2024 Contributions

$260,878

Historical Graphs

Total Assets Over Time

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

$5,021,906$2,510,953$0199920132024YearValue
$5,021,906Latest year 2024

Participants Over Time

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

83420199920122024YearValue
44Latest 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
2024144$5,021,906$260,878$5,929iApproximate average salary by contribution assumption: employee only about $148,226 at 4% or $98,817 at 6%; with 50% employer match about $98,817 at 4% or $65,878 at 6%; with 100% employer match about $74,113 at 4% or $49,409 at 6%.
Shaffner-Heaney Associates Inc. 401K S. R. P. & T-44$5,021,906$260,878$5,929iApproximate average salary by contribution assumption: employee only about $148,226 at 4% or $98,817 at 6%; with 50% employer match about $98,817 at 4% or $65,878 at 6%; with 100% employer match about $74,113 at 4% or $49,409 at 6%.
2023146$4,425,368$203,436$4,423iApproximate average salary by contribution assumption: employee only about $110,563 at 4% or $73,709 at 6%; with 50% employer match about $73,709 at 4% or $49,139 at 6%; with 100% employer match about $55,282 at 4% or $36,854 at 6%.
Shaffner-Heaney Associates Inc. 401K S. R. P. & T-46$4,425,368$203,436$4,423iApproximate average salary by contribution assumption: employee only about $110,563 at 4% or $73,709 at 6%; with 50% employer match about $73,709 at 4% or $49,139 at 6%; with 100% employer match about $55,282 at 4% or $36,854 at 6%.
2022145$4,220,921$210,688$4,682iApproximate average salary by contribution assumption: employee only about $117,049 at 4% or $78,033 at 6%; with 50% employer match about $78,033 at 4% or $52,022 at 6%; with 100% employer match about $58,524 at 4% or $39,016 at 6%.
Shaffner-Heaney Associates Inc. 401K S. R. P. & T-45$4,220,921$210,688$4,682iApproximate average salary by contribution assumption: employee only about $117,049 at 4% or $78,033 at 6%; with 50% employer match about $78,033 at 4% or $52,022 at 6%; with 100% employer match about $58,524 at 4% or $39,016 at 6%.
2021146$4,112,864$203,002$4,413iApproximate average salary by contribution assumption: employee only about $110,327 at 4% or $73,551 at 6%; with 50% employer match about $73,551 at 4% or $49,034 at 6%; with 100% employer match about $55,164 at 4% or $36,776 at 6%.
Shaffner-Heaney Associates Inc. 401K S. R. P. & T-46$4,112,864$203,002$4,413iApproximate average salary by contribution assumption: employee only about $110,327 at 4% or $73,551 at 6%; with 50% employer match about $73,551 at 4% or $49,034 at 6%; with 100% employer match about $55,164 at 4% or $36,776 at 6%.
2020148$4,355,412$197,266$4,110iApproximate average salary by contribution assumption: employee only about $102,743 at 4% or $68,495 at 6%; with 50% employer match about $68,495 at 4% or $45,663 at 6%; with 100% employer match about $51,371 at 4% or $34,248 at 6%.
Shaffner-Heaney Associates Inc. 401K S. R. P. & T-48$4,355,412$197,266$4,110iApproximate average salary by contribution assumption: employee only about $102,743 at 4% or $68,495 at 6%; with 50% employer match about $68,495 at 4% or $45,663 at 6%; with 100% employer match about $51,371 at 4% or $34,248 at 6%.
2019150$3,604,270$173,723$3,474iApproximate average salary by contribution assumption: employee only about $86,862 at 4% or $57,908 at 6%; with 50% employer match about $57,908 at 4% or $38,605 at 6%; with 100% employer match about $43,431 at 4% or $28,954 at 6%.
Shaffner-Heaney Associates Inc. 401K S. R. P. & T-50$3,604,270$173,723$3,474iApproximate average salary by contribution assumption: employee only about $86,862 at 4% or $57,908 at 6%; with 50% employer match about $57,908 at 4% or $38,605 at 6%; with 100% employer match about $43,431 at 4% or $28,954 at 6%.
2018150$3,897,240$188,440$3,769iApproximate average salary by contribution assumption: employee only about $94,220 at 4% or $62,813 at 6%; with 50% employer match about $62,813 at 4% or $41,876 at 6%; with 100% employer match about $47,110 at 4% or $31,407 at 6%.
Shaffner-Heaney Associates Inc. 401K S. R. P. & T-50$3,897,240$188,440$3,769iApproximate average salary by contribution assumption: employee only about $94,220 at 4% or $62,813 at 6%; with 50% employer match about $62,813 at 4% or $41,876 at 6%; with 100% employer match about $47,110 at 4% or $31,407 at 6%.
2017151$3,877,638$173,287$3,398iApproximate average salary by contribution assumption: employee only about $84,945 at 4% or $56,630 at 6%; with 50% employer match about $56,630 at 4% or $37,753 at 6%; with 100% employer match about $42,472 at 4% or $28,315 at 6%.
Shaffner-Heaney Associates Inc. 401K S. R. P. & T-51$3,877,638$173,287$3,398iApproximate average salary by contribution assumption: employee only about $84,945 at 4% or $56,630 at 6%; with 50% employer match about $56,630 at 4% or $37,753 at 6%; with 100% employer match about $42,472 at 4% or $28,315 at 6%.
2016152$4,019,852$140,950$2,711iApproximate average salary by contribution assumption: employee only about $67,764 at 4% or $45,176 at 6%; with 50% employer match about $45,176 at 4% or $30,118 at 6%; with 100% employer match about $33,882 at 4% or $22,588 at 6%.
Shaffner-Heaney Associates Inc. 401K S. R. P. & T-52$4,019,852$140,950$2,711iApproximate average salary by contribution assumption: employee only about $67,764 at 4% or $45,176 at 6%; with 50% employer match about $45,176 at 4% or $30,118 at 6%; with 100% employer match about $33,882 at 4% or $22,588 at 6%.
2015156$3,740,901$168,351$3,006iApproximate average salary by contribution assumption: employee only about $75,157 at 4% or $50,104 at 6%; with 50% employer match about $50,104 at 4% or $33,403 at 6%; with 100% employer match about $37,578 at 4% or $25,052 at 6%.
Shaffner-Heaney Associates Inc. 401K S. R. P. & T-56$3,740,901$168,351$3,006iApproximate average salary by contribution assumption: employee only about $75,157 at 4% or $50,104 at 6%; with 50% employer match about $50,104 at 4% or $33,403 at 6%; with 100% employer match about $37,578 at 4% or $25,052 at 6%.
2014156$4,638,342$196,130$3,502iApproximate average salary by contribution assumption: employee only about $87,558 at 4% or $58,372 at 6%; with 50% employer match about $58,372 at 4% or $38,915 at 6%; with 100% employer match about $43,779 at 4% or $29,186 at 6%.
Shaffner-Heaney Associates Inc. 401K S. R. P. & T-56$4,638,342$196,130$3,502iApproximate average salary by contribution assumption: employee only about $87,558 at 4% or $58,372 at 6%; with 50% employer match about $58,372 at 4% or $38,915 at 6%; with 100% employer match about $43,779 at 4% or $29,186 at 6%.
2013161$4,620,088$198,027$3,246iApproximate average salary by contribution assumption: employee only about $81,159 at 4% or $54,106 at 6%; with 50% employer match about $54,106 at 4% or $36,070 at 6%; with 100% employer match about $40,579 at 4% or $27,053 at 6%.
Shaffner-Heaney Associates Inc. 401K S. R. P. & T-61$4,620,088$198,027$3,246iApproximate average salary by contribution assumption: employee only about $81,159 at 4% or $54,106 at 6%; with 50% employer match about $54,106 at 4% or $36,070 at 6%; with 100% employer match about $40,579 at 4% or $27,053 at 6%.
2012169$4,133,676$156,765$2,272iApproximate average salary by contribution assumption: employee only about $56,799 at 4% or $37,866 at 6%; with 50% employer match about $37,866 at 4% or $25,244 at 6%; with 100% employer match about $28,399 at 4% or $18,933 at 6%.
Shaffner-Heaney Associates Inc. 401K S. R. P. & T-69$4,133,676$156,765$2,272iApproximate average salary by contribution assumption: employee only about $56,799 at 4% or $37,866 at 6%; with 50% employer match about $37,866 at 4% or $25,244 at 6%; with 100% employer match about $28,399 at 4% or $18,933 at 6%.
2011276$3,880,966$487,752$6,418iApproximate average salary by contribution assumption: employee only about $160,445 at 4% or $106,963 at 6%; with 50% employer match about $106,963 at 4% or $71,309 at 6%; with 100% employer match about $80,222 at 4% or $53,482 at 6%.
Shaffner-Heaney Associates Inc. 401K S. R. P. & T-76$3,869,133$177,714$2,338iApproximate average salary by contribution assumption: employee only about $58,459 at 4% or $38,972 at 6%; with 50% employer match about $38,972 at 4% or $25,982 at 6%; with 100% employer match about $29,229 at 4% or $19,486 at 6%.
SHAFFNER-HEANEY ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN-28$11,833$310,038$11,073iApproximate average salary by contribution assumption: employee only about $276,820 at 4% or $184,546 at 6%; with 50% employer match about $184,546 at 4% or $123,031 at 6%; with 100% employer match about $138,410 at 4% or $92,273 at 6%.
2010283$3,741,868$580,129$6,990iApproximate average salary by contribution assumption: employee only about $174,738 at 4% or $116,492 at 6%; with 50% employer match about $116,492 at 4% or $77,661 at 6%; with 100% employer match about $87,369 at 4% or $58,246 at 6%.
Shaffner-Heaney Associates Inc. 401K S. R. P. & T-83$3,740,453$208,584$2,513iApproximate average salary by contribution assumption: employee only about $62,827 at 4% or $41,884 at 6%; with 50% employer match about $41,884 at 4% or $27,923 at 6%; with 100% employer match about $31,413 at 4% or $20,942 at 6%.
SHAFFNER-HEANEY ASSOCIATES INC EMPLOYEE BENEFITS PLAN-31$1,415$371,545$11,985iApproximate average salary by contribution assumption: employee only about $299,633 at 4% or $199,755 at 6%; with 50% employer match about $199,755 at 4% or $133,170 at 6%; with 100% employer match about $149,817 at 4% or $99,878 at 6%.
2009283$3,144,724$497,871$5,998iApproximate average salary by contribution assumption: employee only about $149,961 at 4% or $99,974 at 6%; with 50% employer match about $99,974 at 4% or $66,649 at 6%; with 100% employer match about $74,981 at 4% or $49,987 at 6%.
Shaffner-Heaney Associates Inc. 401K S. R. P. & T-83$3,131,150$191,226$2,304iApproximate average salary by contribution assumption: employee only about $57,598 at 4% or $38,399 at 6%; with 50% employer match about $38,399 at 4% or $25,599 at 6%; with 100% employer match about $28,799 at 4% or $19,199 at 6%.
SHAFFNER-HEANEY ASSOCIATES INC EMPLOYEE BENEFITS PLAN-40$13,574$306,645$7,666iApproximate average salary by contribution assumption: employee only about $191,653 at 4% or $127,769 at 6%; with 50% employer match about $127,769 at 4% or $85,179 at 6%; with 100% employer match about $95,827 at 4% or $63,884 at 6%.
2008258$2,413,667$193,528$3,337iApproximate average salary by contribution assumption: employee only about $83,417 at 4% or $55,611 at 6%; with 50% employer match about $55,611 at 4% or $37,074 at 6%; with 100% employer match about $41,709 at 4% or $27,806 at 6%.
Shaffner-Heaney Associates Inc. 401K S. R. P. & T-58$2,413,667$193,528$3,337iApproximate average salary by contribution assumption: employee only about $83,417 at 4% or $55,611 at 6%; with 50% employer match about $55,611 at 4% or $37,074 at 6%; with 100% employer match about $41,709 at 4% or $27,806 at 6%.
SHAFFNER-HEANEY ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN-36---
2007250$0$0-
SHAFFNER-HEANEY ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN-31---
Shaffner-Heaney Associates Inc. 401K S. R. P. & T-50---
2006247$3,326,686$436,576$9,289iApproximate average salary by contribution assumption: employee only about $232,221 at 4% or $154,814 at 6%; with 50% employer match about $154,814 at 4% or $103,209 at 6%; with 100% employer match about $116,111 at 4% or $77,407 at 6%.
Shaffner-Heaney Associates Inc. 401K S. R. P. & T-47$3,319,515$148,308$3,155iApproximate average salary by contribution assumption: employee only about $78,887 at 4% or $52,591 at 6%; with 50% employer match about $52,591 at 4% or $35,061 at 6%; with 100% employer match about $39,444 at 4% or $26,296 at 6%.
SHAFFNER-HEANEY ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN-28$7,171$288,268$10,295iApproximate average salary by contribution assumption: employee only about $257,382 at 4% or $171,588 at 6%; with 50% employer match about $171,588 at 4% or $114,392 at 6%; with 100% employer match about $128,691 at 4% or $85,794 at 6%.
2005240$3,009,763$471,727$11,793iApproximate average salary by contribution assumption: employee only about $294,829 at 4% or $196,553 at 6%; with 50% employer match about $196,553 at 4% or $131,035 at 6%; with 100% employer match about $147,415 at 4% or $98,276 at 6%.
Shaffner-Heaney Associates Inc. 401K S. R. P. & T-40$3,002,420$157,717$3,943iApproximate average salary by contribution assumption: employee only about $98,573 at 4% or $65,715 at 6%; with 50% employer match about $65,715 at 4% or $43,810 at 6%; with 100% employer match about $49,287 at 4% or $32,858 at 6%.
SHAFFNER-HEANEY ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN-35$7,343$314,010$8,972iApproximate average salary by contribution assumption: employee only about $224,293 at 4% or $149,529 at 6%; with 50% employer match about $149,529 at 4% or $99,686 at 6%; with 100% employer match about $112,146 at 4% or $74,764 at 6%.
2004240$3,094,174$347,976$8,699iApproximate average salary by contribution assumption: employee only about $217,485 at 4% or $144,990 at 6%; with 50% employer match about $144,990 at 4% or $96,660 at 6%; with 100% employer match about $108,743 at 4% or $72,495 at 6%.
Shaffner-Heaney Associates Inc. 401K S. R. P. & T-40$3,092,280$150,997$3,775iApproximate average salary by contribution assumption: employee only about $94,373 at 4% or $62,915 at 6%; with 50% employer match about $62,915 at 4% or $41,944 at 6%; with 100% employer match about $47,187 at 4% or $31,458 at 6%.
SHAFFNER-HEANEY ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN-29$1,894$196,979$6,792iApproximate average salary by contribution assumption: employee only about $169,809 at 4% or $113,206 at 6%; with 50% employer match about $113,206 at 4% or $75,471 at 6%; with 100% employer match about $84,905 at 4% or $56,603 at 6%.
2003142$3,130,132$124,701$2,969iApproximate average salary by contribution assumption: employee only about $74,227 at 4% or $49,485 at 6%; with 50% employer match about $49,485 at 4% or $32,990 at 6%; with 100% employer match about $37,113 at 4% or $24,742 at 6%.
Shaffner-Heaney Associates Inc. 401K S. R. P. & T-42$3,130,132$124,701$2,969iApproximate average salary by contribution assumption: employee only about $74,227 at 4% or $49,485 at 6%; with 50% employer match about $49,485 at 4% or $32,990 at 6%; with 100% employer match about $37,113 at 4% or $24,742 at 6%.
2002139$2,749,730$143,986$3,692iApproximate average salary by contribution assumption: employee only about $92,299 at 4% or $61,532 at 6%; with 50% employer match about $61,532 at 4% or $41,022 at 6%; with 100% employer match about $46,149 at 4% or $30,766 at 6%.
Shaffner-Heaney Associates Inc. 401K S. R. P. & T-39$2,749,730$143,986$3,692iApproximate average salary by contribution assumption: employee only about $92,299 at 4% or $61,532 at 6%; with 50% employer match about $61,532 at 4% or $41,022 at 6%; with 100% employer match about $46,149 at 4% or $30,766 at 6%.
2001130$0$0-
Shaffner-Heaney Associates Inc. 401K S. R. P. & T-30---
2000133$2,786,160$178,960$5,423iApproximate average salary by contribution assumption: employee only about $135,576 at 4% or $90,384 at 6%; with 50% employer match about $90,384 at 4% or $60,256 at 6%; with 100% employer match about $67,788 at 4% or $45,192 at 6%.
Shaffner-Heaney Associates Inc. 401K S. R. P. & T-33$2,786,160$178,960$5,423iApproximate average salary by contribution assumption: employee only about $135,576 at 4% or $90,384 at 6%; with 50% employer match about $90,384 at 4% or $60,256 at 6%; with 100% employer match about $67,788 at 4% or $45,192 at 6%.
1999127$2,762,225$162,264$6,010iApproximate average salary by contribution assumption: employee only about $150,244 at 4% or $100,163 at 6%; with 50% employer match about $100,163 at 4% or $66,775 at 6%; with 100% employer match about $75,122 at 4% or $50,081 at 6%.
Shaffner-Heaney Associates Inc. 401K S. R. P. & T-27$2,762,225$162,264$6,010iApproximate average salary by contribution assumption: employee only about $150,244 at 4% or $100,163 at 6%; with 50% employer match about $100,163 at 4% or $66,775 at 6%; with 100% employer match about $75,122 at 4% or $50,081 at 6%.