Civic Intelligence

Heffernan Morgan Inc

Plan context: Heffernan Morgan Inc. 401K Profit Sharing Plan & Trust

EIN 36-3147896 • Chicago, IL • 18 filings • 6 plans

4200 W Bryn Mawr AveChicago, IL 60646-6703
Current Snapshot

Latest Year

2023

2023 Participants

55

2023 Assets

$4,104,391

2023 Contributions

$840,112

Historical Graphs

Total Assets Over Time

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

$4,104,391$2,052,196$0199920152023YearValue
$4,104,391Latest year 2023

Participants Over Time

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

55280199920152023YearValue
55Latest year 2023

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
2023155$4,104,391$840,112$15,275iApproximate average salary by contribution assumption: employee only about $381,869 at 4% or $254,579 at 6%; with 50% employer match about $254,579 at 4% or $169,720 at 6%; with 100% employer match about $190,935 at 4% or $127,290 at 6%.
Heffernan Morgan Inc. 401K Profit Sharing Plan & Trust-55$4,104,391$840,112$15,275iApproximate average salary by contribution assumption: employee only about $381,869 at 4% or $254,579 at 6%; with 50% employer match about $254,579 at 4% or $169,720 at 6%; with 100% employer match about $190,935 at 4% or $127,290 at 6%.
2022149$2,936,243$685,142$13,982iApproximate average salary by contribution assumption: employee only about $349,562 at 4% or $233,041 at 6%; with 50% employer match about $233,041 at 4% or $155,361 at 6%; with 100% employer match about $174,781 at 4% or $116,521 at 6%.
Heffernan Morgan Inc. 401K Profit Sharing Plan & Trust-49$2,936,243$685,142$13,982iApproximate average salary by contribution assumption: employee only about $349,562 at 4% or $233,041 at 6%; with 50% employer match about $233,041 at 4% or $155,361 at 6%; with 100% employer match about $174,781 at 4% or $116,521 at 6%.
2021144$2,821,666$410,237$9,324iApproximate average salary by contribution assumption: employee only about $233,089 at 4% or $155,393 at 6%; with 50% employer match about $155,393 at 4% or $103,595 at 6%; with 100% employer match about $116,545 at 4% or $77,696 at 6%.
Heffernan Morgan Inc. 401K Profit Sharing Plan & Trust-44$2,821,666$410,237$9,324iApproximate average salary by contribution assumption: employee only about $233,089 at 4% or $155,393 at 6%; with 50% employer match about $155,393 at 4% or $103,595 at 6%; with 100% employer match about $116,545 at 4% or $77,696 at 6%.
2020143$2,207,798$246,098$5,723iApproximate average salary by contribution assumption: employee only about $143,080 at 4% or $95,387 at 6%; with 50% employer match about $95,387 at 4% or $63,591 at 6%; with 100% employer match about $71,540 at 4% or $47,693 at 6%.
Heffernan Morgan Inc. 401K Profit Sharing Plan & Trust-43$2,207,798$246,098$5,723iApproximate average salary by contribution assumption: employee only about $143,080 at 4% or $95,387 at 6%; with 50% employer match about $95,387 at 4% or $63,591 at 6%; with 100% employer match about $71,540 at 4% or $47,693 at 6%.
2019138$1,701,954$316,620$8,332iApproximate average salary by contribution assumption: employee only about $208,303 at 4% or $138,868 at 6%; with 50% employer match about $138,868 at 4% or $92,579 at 6%; with 100% employer match about $104,151 at 4% or $69,434 at 6%.
Heffernan Morgan Inc. 401K Profit Sharing Plan & Trust-38$1,701,954$316,620$8,332iApproximate average salary by contribution assumption: employee only about $208,303 at 4% or $138,868 at 6%; with 50% employer match about $138,868 at 4% or $92,579 at 6%; with 100% employer match about $104,151 at 4% or $69,434 at 6%.
2018126$1,147,281$232,081$8,926iApproximate average salary by contribution assumption: employee only about $223,155 at 4% or $148,770 at 6%; with 50% employer match about $148,770 at 4% or $99,180 at 6%; with 100% employer match about $111,577 at 4% or $74,385 at 6%.
Heffernan Morgan Inc. 401K Profit Sharing Plan & Trust-26$1,147,281$232,081$8,926iApproximate average salary by contribution assumption: employee only about $223,155 at 4% or $148,770 at 6%; with 50% employer match about $148,770 at 4% or $99,180 at 6%; with 100% employer match about $111,577 at 4% or $74,385 at 6%.
2017121$1,005,374$158,690$7,557iApproximate average salary by contribution assumption: employee only about $188,917 at 4% or $125,944 at 6%; with 50% employer match about $125,944 at 4% or $83,963 at 6%; with 100% employer match about $94,458 at 4% or $62,972 at 6%.
Heffernan Morgan Inc. 401K Profit Sharing Plan & Trust-21$1,005,374$158,690$7,557iApproximate average salary by contribution assumption: employee only about $188,917 at 4% or $125,944 at 6%; with 50% employer match about $125,944 at 4% or $83,963 at 6%; with 100% employer match about $94,458 at 4% or $62,972 at 6%.
2016120$764,152$138,448$6,922iApproximate average salary by contribution assumption: employee only about $173,060 at 4% or $115,373 at 6%; with 50% employer match about $115,373 at 4% or $76,916 at 6%; with 100% employer match about $86,530 at 4% or $57,687 at 6%.
Heffernan Morgan Inc. 401K Profit Sharing Plan & Trust-20$764,152$138,448$6,922iApproximate average salary by contribution assumption: employee only about $173,060 at 4% or $115,373 at 6%; with 50% employer match about $115,373 at 4% or $76,916 at 6%; with 100% employer match about $86,530 at 4% or $57,687 at 6%.
2015117$584,388$108,341$6,373iApproximate average salary by contribution assumption: employee only about $159,325 at 4% or $106,217 at 6%; with 50% employer match about $106,217 at 4% or $70,811 at 6%; with 100% employer match about $79,663 at 4% or $53,108 at 6%.
Heffernan Morgan Inc. 401K Profit Sharing Plan & Trust-17$584,388$108,341$6,373iApproximate average salary by contribution assumption: employee only about $159,325 at 4% or $106,217 at 6%; with 50% employer match about $106,217 at 4% or $70,811 at 6%; with 100% employer match about $79,663 at 4% or $53,108 at 6%.
2014112$538,738$72,899$6,075iApproximate average salary by contribution assumption: employee only about $151,873 at 4% or $101,249 at 6%; with 50% employer match about $101,249 at 4% or $67,499 at 6%; with 100% employer match about $75,936 at 4% or $50,624 at 6%.
Heffernan Morgan Inc. 401K Profit Sharing Plan & Trust-12$538,738$72,899$6,075iApproximate average salary by contribution assumption: employee only about $151,873 at 4% or $101,249 at 6%; with 50% employer match about $101,249 at 4% or $67,499 at 6%; with 100% employer match about $75,936 at 4% or $50,624 at 6%.
2013113$778,377$67,478$5,191iApproximate average salary by contribution assumption: employee only about $129,765 at 4% or $86,510 at 6%; with 50% employer match about $86,510 at 4% or $57,674 at 6%; with 100% employer match about $64,883 at 4% or $43,255 at 6%.
Heffernan Morgan Inc. 401K Profit Sharing Plan & Trust-13$778,377$67,478$5,191iApproximate average salary by contribution assumption: employee only about $129,765 at 4% or $86,510 at 6%; with 50% employer match about $86,510 at 4% or $57,674 at 6%; with 100% employer match about $64,883 at 4% or $43,255 at 6%.
2012113$595,460$68,632$5,279iApproximate average salary by contribution assumption: employee only about $131,985 at 4% or $87,990 at 6%; with 50% employer match about $87,990 at 4% or $58,660 at 6%; with 100% employer match about $65,992 at 4% or $43,995 at 6%.
Heffernan Morgan Inc. 401K Profit Sharing Plan & Trust-13$595,460$68,632$5,279iApproximate average salary by contribution assumption: employee only about $131,985 at 4% or $87,990 at 6%; with 50% employer match about $87,990 at 4% or $58,660 at 6%; with 100% employer match about $65,992 at 4% or $43,995 at 6%.
2011112$498,327$78,198$6,517iApproximate average salary by contribution assumption: employee only about $162,913 at 4% or $108,608 at 6%; with 50% employer match about $108,608 at 4% or $72,406 at 6%; with 100% employer match about $81,456 at 4% or $54,304 at 6%.
Heffernan Morgan Inc. 401K Profit Sharing Plan & Trust-12$498,327$78,198$6,517iApproximate average salary by contribution assumption: employee only about $162,913 at 4% or $108,608 at 6%; with 50% employer match about $108,608 at 4% or $72,406 at 6%; with 100% employer match about $81,456 at 4% or $54,304 at 6%.
201019$435,973$69,328$7,703iApproximate average salary by contribution assumption: employee only about $192,578 at 4% or $128,385 at 6%; with 50% employer match about $128,385 at 4% or $85,590 at 6%; with 100% employer match about $96,289 at 4% or $64,193 at 6%.
Heffernan Morgan Inc. 401K Profit Sharing Plan & Trust-9$435,973$69,328$7,703iApproximate average salary by contribution assumption: employee only about $192,578 at 4% or $128,385 at 6%; with 50% employer match about $128,385 at 4% or $85,590 at 6%; with 100% employer match about $96,289 at 4% or $64,193 at 6%.
200918$392,006$50,552$6,319iApproximate average salary by contribution assumption: employee only about $157,975 at 4% or $105,317 at 6%; with 50% employer match about $105,317 at 4% or $70,211 at 6%; with 100% employer match about $78,988 at 4% or $52,658 at 6%.
Heffernan Morgan Inc. 401K Profit Sharing Plan & Trust-8$392,006$50,552$6,319iApproximate average salary by contribution assumption: employee only about $157,975 at 4% or $105,317 at 6%; with 50% employer match about $105,317 at 4% or $70,211 at 6%; with 100% employer match about $78,988 at 4% or $52,658 at 6%.
200418$215,306$34,369$4,296iApproximate average salary by contribution assumption: employee only about $107,403 at 4% or $71,602 at 6%; with 50% employer match about $71,602 at 4% or $47,735 at 6%; with 100% employer match about $53,702 at 4% or $35,801 at 6%.
Heffernan Morgan Inc. 401K Profit Sharing Plan & Trust-8$215,306$34,369$4,296iApproximate average salary by contribution assumption: employee only about $107,403 at 4% or $71,602 at 6%; with 50% employer match about $71,602 at 4% or $47,735 at 6%; with 100% employer match about $53,702 at 4% or $35,801 at 6%.
200116$0$0-
Heffernan Morgan Inc. 401K Profit Sharing Plan & Trust-6---
199917$79,273$33,295$4,756iApproximate average salary by contribution assumption: employee only about $118,911 at 4% or $79,274 at 6%; with 50% employer match about $79,274 at 4% or $52,849 at 6%; with 100% employer match about $59,455 at 4% or $39,637 at 6%.
Heffernan Morgan Inc. 401K Profit Sharing Plan & Trust-7$79,273$33,295$4,756iApproximate average salary by contribution assumption: employee only about $118,911 at 4% or $79,274 at 6%; with 50% employer match about $79,274 at 4% or $52,849 at 6%; with 100% employer match about $59,455 at 4% or $39,637 at 6%.