Heineke & Burke, L.L.C.
Plan context: Heineke & Burke 401(K) Profit Sharing Plan & Trust
EIN 36-4321327 • Chicago, IL • 25 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$5,466,536
2024 Contributions
$129,842
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 8 | $5,466,536 | $129,842 | $16,230iApproximate average salary by contribution assumption: employee only about $405,756 at 4% or $270,504 at 6%; with 50% employer match about $270,504 at 4% or $180,336 at 6%; with 100% employer match about $202,878 at 4% or $135,252 at 6%. |
| Heineke & Burke 401(K) Profit Sharing Plan & Trust | - | 8 | $5,466,536 | $129,842 | $16,230iApproximate average salary by contribution assumption: employee only about $405,756 at 4% or $270,504 at 6%; with 50% employer match about $270,504 at 4% or $180,336 at 6%; with 100% employer match about $202,878 at 4% or $135,252 at 6%. |
| 2023 | 1 | 11 | $4,265,990 | $66,760 | $6,069iApproximate average salary by contribution assumption: employee only about $151,727 at 4% or $101,152 at 6%; with 50% employer match about $101,152 at 4% or $67,434 at 6%; with 100% employer match about $75,864 at 4% or $50,576 at 6%. |
| Heineke & Burke 401(K) Profit Sharing Plan & Trust | - | 11 | $4,265,990 | $66,760 | $6,069iApproximate average salary by contribution assumption: employee only about $151,727 at 4% or $101,152 at 6%; with 50% employer match about $101,152 at 4% or $67,434 at 6%; with 100% employer match about $75,864 at 4% or $50,576 at 6%. |
| 2022 | 1 | 10 | $4,042,299 | $100,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Heineke & Burke 401(K) Profit Sharing Plan & Trust | - | 10 | $4,042,299 | $100,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2021 | 1 | 11 | $5,202,293 | $19,148 | $1,741iApproximate average salary by contribution assumption: employee only about $43,518 at 4% or $29,012 at 6%; with 50% employer match about $29,012 at 4% or $19,341 at 6%; with 100% employer match about $21,759 at 4% or $14,506 at 6%. |
| Heineke & Burke 401(K) Profit Sharing Plan & Trust | - | 11 | $5,202,293 | $19,148 | $1,741iApproximate average salary by contribution assumption: employee only about $43,518 at 4% or $29,012 at 6%; with 50% employer match about $29,012 at 4% or $19,341 at 6%; with 100% employer match about $21,759 at 4% or $14,506 at 6%. |
| 2020 | 1 | 11 | $4,669,525 | $33,515 | $3,047iApproximate average salary by contribution assumption: employee only about $76,170 at 4% or $50,780 at 6%; with 50% employer match about $50,780 at 4% or $33,854 at 6%; with 100% employer match about $38,085 at 4% or $25,390 at 6%. |
| Heineke & Burke 401(K) Profit Sharing Plan & Trust | - | 11 | $4,669,525 | $33,515 | $3,047iApproximate average salary by contribution assumption: employee only about $76,170 at 4% or $50,780 at 6%; with 50% employer match about $50,780 at 4% or $33,854 at 6%; with 100% employer match about $38,085 at 4% or $25,390 at 6%. |
| 2019 | 1 | 11 | $3,729,425 | $70,710 | $6,428iApproximate average salary by contribution assumption: employee only about $160,705 at 4% or $107,136 at 6%; with 50% employer match about $107,136 at 4% or $71,424 at 6%; with 100% employer match about $80,352 at 4% or $53,568 at 6%. |
| Heineke & Burke 401(K) Profit Sharing Plan & Trust | - | 11 | $3,729,425 | $70,710 | $6,428iApproximate average salary by contribution assumption: employee only about $160,705 at 4% or $107,136 at 6%; with 50% employer match about $107,136 at 4% or $71,424 at 6%; with 100% employer match about $80,352 at 4% or $53,568 at 6%. |
| 2018 | 1 | 13 | $3,030,713 | $138,384 | $10,645iApproximate average salary by contribution assumption: employee only about $266,123 at 4% or $177,415 at 6%; with 50% employer match about $177,415 at 4% or $118,277 at 6%; with 100% employer match about $133,062 at 4% or $88,708 at 6%. |
| Heineke & Burke 401(K) Profit Sharing Plan & Trust | - | 13 | $3,030,713 | $138,384 | $10,645iApproximate average salary by contribution assumption: employee only about $266,123 at 4% or $177,415 at 6%; with 50% employer match about $177,415 at 4% or $118,277 at 6%; with 100% employer match about $133,062 at 4% or $88,708 at 6%. |
| 2017 | 1 | 15 | $3,208,315 | $134,855 | $8,990iApproximate average salary by contribution assumption: employee only about $224,758 at 4% or $149,839 at 6%; with 50% employer match about $149,839 at 4% or $99,893 at 6%; with 100% employer match about $112,379 at 4% or $74,919 at 6%. |
| Heineke & Burke 401(K) Profit Sharing Plan & Trust | - | 15 | $3,208,315 | $134,855 | $8,990iApproximate average salary by contribution assumption: employee only about $224,758 at 4% or $149,839 at 6%; with 50% employer match about $149,839 at 4% or $99,893 at 6%; with 100% employer match about $112,379 at 4% or $74,919 at 6%. |
| 2016 | 1 | 14 | $2,586,963 | $133,193 | $9,514iApproximate average salary by contribution assumption: employee only about $237,845 at 4% or $158,563 at 6%; with 50% employer match about $158,563 at 4% or $105,709 at 6%; with 100% employer match about $118,922 at 4% or $79,282 at 6%. |
| Heineke & Burke 401(K) Profit Sharing Plan & Trust | - | 14 | $2,586,963 | $133,193 | $9,514iApproximate average salary by contribution assumption: employee only about $237,845 at 4% or $158,563 at 6%; with 50% employer match about $158,563 at 4% or $105,709 at 6%; with 100% employer match about $118,922 at 4% or $79,282 at 6%. |
| 2015 | 1 | 15 | $2,296,846 | $37,468 | $2,498iApproximate average salary by contribution assumption: employee only about $62,447 at 4% or $41,631 at 6%; with 50% employer match about $41,631 at 4% or $27,754 at 6%; with 100% employer match about $31,223 at 4% or $20,816 at 6%. |
| Heineke & Burke 401(K) Profit Sharing Plan & Trust | - | 15 | $2,296,846 | $37,468 | $2,498iApproximate average salary by contribution assumption: employee only about $62,447 at 4% or $41,631 at 6%; with 50% employer match about $41,631 at 4% or $27,754 at 6%; with 100% employer match about $31,223 at 4% or $20,816 at 6%. |
| 2014 | 1 | 16 | $2,291,319 | $133,060 | $8,316iApproximate average salary by contribution assumption: employee only about $207,906 at 4% or $138,604 at 6%; with 50% employer match about $138,604 at 4% or $92,403 at 6%; with 100% employer match about $103,953 at 4% or $69,302 at 6%. |
| Heineke & Burke 401(K) Profit Sharing Plan & Trust | - | 16 | $2,291,319 | $133,060 | $8,316iApproximate average salary by contribution assumption: employee only about $207,906 at 4% or $138,604 at 6%; with 50% employer match about $138,604 at 4% or $92,403 at 6%; with 100% employer match about $103,953 at 4% or $69,302 at 6%. |
| 2013 | 1 | 17 | $2,122,774 | $141,625 | $8,331iApproximate average salary by contribution assumption: employee only about $208,272 at 4% or $138,848 at 6%; with 50% employer match about $138,848 at 4% or $92,565 at 6%; with 100% employer match about $104,136 at 4% or $69,424 at 6%. |
| Heineke & Burke 401(K) Profit Sharing Plan & Trust | - | 17 | $2,122,774 | $141,625 | $8,331iApproximate average salary by contribution assumption: employee only about $208,272 at 4% or $138,848 at 6%; with 50% employer match about $138,848 at 4% or $92,565 at 6%; with 100% employer match about $104,136 at 4% or $69,424 at 6%. |
| 2012 | 1 | 16 | $1,797,857 | $93,998 | $5,875iApproximate average salary by contribution assumption: employee only about $146,872 at 4% or $97,915 at 6%; with 50% employer match about $97,915 at 4% or $65,276 at 6%; with 100% employer match about $73,436 at 4% or $48,957 at 6%. |
| Heineke & Burke 401(K) Profit Sharing Plan & Trust | - | 16 | $1,797,857 | $93,998 | $5,875iApproximate average salary by contribution assumption: employee only about $146,872 at 4% or $97,915 at 6%; with 50% employer match about $97,915 at 4% or $65,276 at 6%; with 100% employer match about $73,436 at 4% or $48,957 at 6%. |
| 2011 | 1 | 14 | $1,546,289 | $133,814 | $9,558iApproximate average salary by contribution assumption: employee only about $238,954 at 4% or $159,302 at 6%; with 50% employer match about $159,302 at 4% or $106,202 at 6%; with 100% employer match about $119,477 at 4% or $79,651 at 6%. |
| Heineke & Burke 401(K) Profit Sharing Plan & Trust | - | 14 | $1,546,289 | $133,814 | $9,558iApproximate average salary by contribution assumption: employee only about $238,954 at 4% or $159,302 at 6%; with 50% employer match about $159,302 at 4% or $106,202 at 6%; with 100% employer match about $119,477 at 4% or $79,651 at 6%. |
| 2010 | 1 | 13 | $1,479,075 | $140,987 | $10,845iApproximate average salary by contribution assumption: employee only about $271,129 at 4% or $180,753 at 6%; with 50% employer match about $180,753 at 4% or $120,502 at 6%; with 100% employer match about $135,564 at 4% or $90,376 at 6%. |
| Heineke & Burke 401(K) Profit Sharing Plan & Trust | - | 13 | $1,479,075 | $140,987 | $10,845iApproximate average salary by contribution assumption: employee only about $271,129 at 4% or $180,753 at 6%; with 50% employer match about $180,753 at 4% or $120,502 at 6%; with 100% employer match about $135,564 at 4% or $90,376 at 6%. |
| 2009 | 1 | 14 | $1,153,435 | $141,019 | $10,073iApproximate average salary by contribution assumption: employee only about $251,820 at 4% or $167,880 at 6%; with 50% employer match about $167,880 at 4% or $111,920 at 6%; with 100% employer match about $125,910 at 4% or $83,940 at 6%. |
| Heineke & Burke 401(K) Profit Sharing Plan & Trust | - | 14 | $1,153,435 | $141,019 | $10,073iApproximate average salary by contribution assumption: employee only about $251,820 at 4% or $167,880 at 6%; with 50% employer match about $167,880 at 4% or $111,920 at 6%; with 100% employer match about $125,910 at 4% or $83,940 at 6%. |
| 2008 | 1 | 7 | $722,638 | $135,739 | $19,391iApproximate average salary by contribution assumption: employee only about $484,782 at 4% or $323,188 at 6%; with 50% employer match about $323,188 at 4% or $215,459 at 6%; with 100% employer match about $242,391 at 4% or $161,594 at 6%. |
| Heineke & Burke 401(K) Profit Sharing Plan & Trust | - | 7 | $722,638 | $135,739 | $19,391iApproximate average salary by contribution assumption: employee only about $484,782 at 4% or $323,188 at 6%; with 50% employer match about $323,188 at 4% or $215,459 at 6%; with 100% employer match about $242,391 at 4% or $161,594 at 6%. |
| 2007 | 1 | 8 | $1,018,620 | $121,421 | $15,178iApproximate average salary by contribution assumption: employee only about $379,441 at 4% or $252,960 at 6%; with 50% employer match about $252,960 at 4% or $168,640 at 6%; with 100% employer match about $189,720 at 4% or $126,480 at 6%. |
| Heineke & Burke 401(K) Profit Sharing Plan & Trust | - | 8 | $1,018,620 | $121,421 | $15,178iApproximate average salary by contribution assumption: employee only about $379,441 at 4% or $252,960 at 6%; with 50% employer match about $252,960 at 4% or $168,640 at 6%; with 100% employer match about $189,720 at 4% or $126,480 at 6%. |
| 2006 | 1 | 8 | $865,660 | $115,240 | $14,405iApproximate average salary by contribution assumption: employee only about $360,125 at 4% or $240,083 at 6%; with 50% employer match about $240,083 at 4% or $160,056 at 6%; with 100% employer match about $180,063 at 4% or $120,042 at 6%. |
| Heineke & Burke 401(K) Profit Sharing Plan & Trust | - | 8 | $865,660 | $115,240 | $14,405iApproximate average salary by contribution assumption: employee only about $360,125 at 4% or $240,083 at 6%; with 50% employer match about $240,083 at 4% or $160,056 at 6%; with 100% employer match about $180,063 at 4% or $120,042 at 6%. |
| 2005 | 1 | 6 | $661,007 | $118,615 | $19,769iApproximate average salary by contribution assumption: employee only about $494,229 at 4% or $329,486 at 6%; with 50% employer match about $329,486 at 4% or $219,657 at 6%; with 100% employer match about $247,115 at 4% or $164,743 at 6%. |
| Heineke & Burke 401(K) Profit Sharing Plan & Trust | - | 6 | $661,007 | $118,615 | $19,769iApproximate average salary by contribution assumption: employee only about $494,229 at 4% or $329,486 at 6%; with 50% employer match about $329,486 at 4% or $219,657 at 6%; with 100% employer match about $247,115 at 4% or $164,743 at 6%. |
| 2004 | 1 | 6 | $489,872 | $98,603 | $16,434iApproximate average salary by contribution assumption: employee only about $410,846 at 4% or $273,897 at 6%; with 50% employer match about $273,897 at 4% or $182,598 at 6%; with 100% employer match about $205,423 at 4% or $136,949 at 6%. |
| Heineke & Burke 401(K) Profit Sharing Plan & Trust | - | 6 | $489,872 | $98,603 | $16,434iApproximate average salary by contribution assumption: employee only about $410,846 at 4% or $273,897 at 6%; with 50% employer match about $273,897 at 4% or $182,598 at 6%; with 100% employer match about $205,423 at 4% or $136,949 at 6%. |
| 2003 | 1 | 4 | $352,413 | $88,294 | $22,074iApproximate average salary by contribution assumption: employee only about $551,838 at 4% or $367,892 at 6%; with 50% employer match about $367,892 at 4% or $245,261 at 6%; with 100% employer match about $275,919 at 4% or $183,946 at 6%. |
| Heineke & Burke 401(K) Profit Sharing Plan & Trust | - | 4 | $352,413 | $88,294 | $22,074iApproximate average salary by contribution assumption: employee only about $551,838 at 4% or $367,892 at 6%; with 50% employer match about $367,892 at 4% or $245,261 at 6%; with 100% employer match about $275,919 at 4% or $183,946 at 6%. |
| 2002 | 1 | 5 | $205,617 | $75,853 | $15,171iApproximate average salary by contribution assumption: employee only about $379,265 at 4% or $252,843 at 6%; with 50% employer match about $252,843 at 4% or $168,562 at 6%; with 100% employer match about $189,633 at 4% or $126,422 at 6%. |
| Heineke & Burke 401(K) Profit Sharing Plan & Trust | - | 5 | $205,617 | $75,853 | $15,171iApproximate average salary by contribution assumption: employee only about $379,265 at 4% or $252,843 at 6%; with 50% employer match about $252,843 at 4% or $168,562 at 6%; with 100% employer match about $189,633 at 4% or $126,422 at 6%. |
| 2001 | 1 | 4 | $168,191 | $51,642 | $12,911iApproximate average salary by contribution assumption: employee only about $322,763 at 4% or $215,175 at 6%; with 50% employer match about $215,175 at 4% or $143,450 at 6%; with 100% employer match about $161,381 at 4% or $107,588 at 6%. |
| Heineke & Burke 401(K) Profit Sharing Plan & Trust | - | 4 | $168,191 | $51,642 | $12,911iApproximate average salary by contribution assumption: employee only about $322,763 at 4% or $215,175 at 6%; with 50% employer match about $215,175 at 4% or $143,450 at 6%; with 100% employer match about $161,381 at 4% or $107,588 at 6%. |
| 2000 | 1 | 4 | $160,339 | $45,810 | $11,453iApproximate average salary by contribution assumption: employee only about $286,313 at 4% or $190,875 at 6%; with 50% employer match about $190,875 at 4% or $127,250 at 6%; with 100% employer match about $143,156 at 4% or $95,438 at 6%. |
| Heineke & Burke 401(K) Profit Sharing Plan & Trust | - | 4 | $160,339 | $45,810 | $11,453iApproximate average salary by contribution assumption: employee only about $286,313 at 4% or $190,875 at 6%; with 50% employer match about $190,875 at 4% or $127,250 at 6%; with 100% employer match about $143,156 at 4% or $95,438 at 6%. |