Civic Intelligence

Heller & Associates

Plan context: Heller & Associates 401(K) Plan

EIN 38-3439772 • Pontiac, MI • 16 filings • 4 plans

7 South Perry St.Pontiac, MI 48342
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$1,188,658

2024 Contributions

$130,349

Historical Graphs

Total Assets Over Time

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

$1,188,658$594,329$0200220192024YearValue
$1,188,658Latest year 2024

Participants Over Time

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

19100200020182024YearValue
18Latest 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
2024118$1,188,658$130,349$7,242iApproximate average salary by contribution assumption: employee only about $181,040 at 4% or $120,694 at 6%; with 50% employer match about $120,694 at 4% or $80,462 at 6%; with 100% employer match about $90,520 at 4% or $60,347 at 6%.
Heller & Associates 401(K) Plan-18$1,188,658$130,349$7,242iApproximate average salary by contribution assumption: employee only about $181,040 at 4% or $120,694 at 6%; with 50% employer match about $120,694 at 4% or $80,462 at 6%; with 100% employer match about $90,520 at 4% or $60,347 at 6%.
2023119$1,088,964$170,045$8,950iApproximate average salary by contribution assumption: employee only about $223,743 at 4% or $149,162 at 6%; with 50% employer match about $149,162 at 4% or $99,442 at 6%; with 100% employer match about $111,872 at 4% or $74,581 at 6%.
Heller & Associates 401(K) Plan-19$1,088,964$170,045$8,950iApproximate average salary by contribution assumption: employee only about $223,743 at 4% or $149,162 at 6%; with 50% employer match about $149,162 at 4% or $99,442 at 6%; with 100% employer match about $111,872 at 4% or $74,581 at 6%.
2022117$776,884$166,717$9,807iApproximate average salary by contribution assumption: employee only about $245,172 at 4% or $163,448 at 6%; with 50% employer match about $163,448 at 4% or $108,965 at 6%; with 100% employer match about $122,586 at 4% or $81,724 at 6%.
Heller & Associates 401(K) Plan-17$776,884$166,717$9,807iApproximate average salary by contribution assumption: employee only about $245,172 at 4% or $163,448 at 6%; with 50% employer match about $163,448 at 4% or $108,965 at 6%; with 100% employer match about $122,586 at 4% or $81,724 at 6%.
2021115$741,084$116,869$7,791iApproximate average salary by contribution assumption: employee only about $194,782 at 4% or $129,854 at 6%; with 50% employer match about $129,854 at 4% or $86,570 at 6%; with 100% employer match about $97,391 at 4% or $64,927 at 6%.
Heller & Associates 401(K) Plan-15$741,084$116,869$7,791iApproximate average salary by contribution assumption: employee only about $194,782 at 4% or $129,854 at 6%; with 50% employer match about $129,854 at 4% or $86,570 at 6%; with 100% employer match about $97,391 at 4% or $64,927 at 6%.
2020115$539,673$104,873$6,992iApproximate average salary by contribution assumption: employee only about $174,788 at 4% or $116,526 at 6%; with 50% employer match about $116,526 at 4% or $77,684 at 6%; with 100% employer match about $87,394 at 4% or $58,263 at 6%.
Heller & Associates 401(K) Plan-15$539,673$104,873$6,992iApproximate average salary by contribution assumption: employee only about $174,788 at 4% or $116,526 at 6%; with 50% employer match about $116,526 at 4% or $77,684 at 6%; with 100% employer match about $87,394 at 4% or $58,263 at 6%.
2019115$364,375$118,982$7,932iApproximate average salary by contribution assumption: employee only about $198,303 at 4% or $132,202 at 6%; with 50% employer match about $132,202 at 4% or $88,135 at 6%; with 100% employer match about $99,152 at 4% or $66,101 at 6%.
Heller & Associates 401(K) Plan-15$364,375$118,982$7,932iApproximate average salary by contribution assumption: employee only about $198,303 at 4% or $132,202 at 6%; with 50% employer match about $132,202 at 4% or $88,135 at 6%; with 100% employer match about $99,152 at 4% or $66,101 at 6%.
2018114$209,143$112,866$8,062iApproximate average salary by contribution assumption: employee only about $201,546 at 4% or $134,364 at 6%; with 50% employer match about $134,364 at 4% or $89,576 at 6%; with 100% employer match about $100,773 at 4% or $67,182 at 6%.
Heller & Associates 401(K) Plan-14$209,143$112,866$8,062iApproximate average salary by contribution assumption: employee only about $201,546 at 4% or $134,364 at 6%; with 50% employer match about $134,364 at 4% or $89,576 at 6%; with 100% employer match about $100,773 at 4% or $67,182 at 6%.
2017115$113,872$108,702$7,247iApproximate average salary by contribution assumption: employee only about $181,170 at 4% or $120,780 at 6%; with 50% employer match about $120,780 at 4% or $80,520 at 6%; with 100% employer match about $90,585 at 4% or $60,390 at 6%.
Heller & Associates 401(K) Plan-15$113,872$108,702$7,247iApproximate average salary by contribution assumption: employee only about $181,170 at 4% or $120,780 at 6%; with 50% employer match about $120,780 at 4% or $80,520 at 6%; with 100% employer match about $90,585 at 4% or $60,390 at 6%.
200910$0$0-
Heller & Associates 401(K) Plan-0---
200810$4,203$0-
Heller & Associates 401(K) Plan-0$4,203--
200717$0$0-
Heller & Associates 401(K) Plan-7---
200617$0$0-
Heller & Associates 401(K) Plan-7---
2003115$82,075$28,964$1,931iApproximate average salary by contribution assumption: employee only about $48,273 at 4% or $32,182 at 6%; with 50% employer match about $32,182 at 4% or $21,455 at 6%; with 100% employer match about $24,137 at 4% or $16,091 at 6%.
Heller & Associates 401(K) Plan-15$82,075$28,964$1,931iApproximate average salary by contribution assumption: employee only about $48,273 at 4% or $32,182 at 6%; with 50% employer match about $32,182 at 4% or $21,455 at 6%; with 100% employer match about $24,137 at 4% or $16,091 at 6%.
2002118$40,295$24,493$1,361iApproximate average salary by contribution assumption: employee only about $34,018 at 4% or $22,679 at 6%; with 50% employer match about $22,679 at 4% or $15,119 at 6%; with 100% employer match about $17,009 at 4% or $11,339 at 6%.
Heller & Associates 401(K) Plan-18$40,295$24,493$1,361iApproximate average salary by contribution assumption: employee only about $34,018 at 4% or $22,679 at 6%; with 50% employer match about $22,679 at 4% or $15,119 at 6%; with 100% employer match about $17,009 at 4% or $11,339 at 6%.
2001114$0$0-
Heller & Associates 401(K) Plan-14---
200015$0$0-
Heller & Associates 401(K) Plan-5---