Civic Intelligence

Heitzman & Associates Inc.

Plan context: Heitzman & Associates Inc. 401(K) Profit Sharing Plan

EIN 38-3460854 • Grand Rapids, MI • 22 filings • 2 plans

233 E. Fulton Street, Suite 224Grand Rapids, MI 49503
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$486,670

2025 Contributions

$9,631

Historical Graphs

Total Assets Over Time

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

$486,670$243,335$0200420152025YearValue
$486,670Latest year 2025

Participants Over Time

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

420200420152025YearValue
3Latest year 2025

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
202513$486,670$9,631$3,210iApproximate average salary by contribution assumption: employee only about $80,258 at 4% or $53,506 at 6%; with 50% employer match about $53,506 at 4% or $35,670 at 6%; with 100% employer match about $40,129 at 4% or $26,753 at 6%.
Heitzman & Associates Inc. 401(K) Profit Sharing Plan-3$486,670$9,631$3,210iApproximate average salary by contribution assumption: employee only about $80,258 at 4% or $53,506 at 6%; with 50% employer match about $53,506 at 4% or $35,670 at 6%; with 100% employer match about $40,129 at 4% or $26,753 at 6%.
202413$417,036$5,680$1,893iApproximate average salary by contribution assumption: employee only about $47,333 at 4% or $31,556 at 6%; with 50% employer match about $31,556 at 4% or $21,037 at 6%; with 100% employer match about $23,667 at 4% or $15,778 at 6%.
Heitzman & Associates Inc. 401(K) Profit Sharing Plan-3$417,036$5,680$1,893iApproximate average salary by contribution assumption: employee only about $47,333 at 4% or $31,556 at 6%; with 50% employer match about $31,556 at 4% or $21,037 at 6%; with 100% employer match about $23,667 at 4% or $15,778 at 6%.
202312$380,145$4,798$2,399iApproximate average salary by contribution assumption: employee only about $59,975 at 4% or $39,983 at 6%; with 50% employer match about $39,983 at 4% or $26,656 at 6%; with 100% employer match about $29,988 at 4% or $19,992 at 6%.
Heitzman & Associates Inc. 401(K) Profit Sharing Plan-2$380,145$4,798$2,399iApproximate average salary by contribution assumption: employee only about $59,975 at 4% or $39,983 at 6%; with 50% employer match about $39,983 at 4% or $26,656 at 6%; with 100% employer match about $29,988 at 4% or $19,992 at 6%.
202212$369,691$18,766$9,383iApproximate average salary by contribution assumption: employee only about $234,575 at 4% or $156,383 at 6%; with 50% employer match about $156,383 at 4% or $104,256 at 6%; with 100% employer match about $117,288 at 4% or $78,192 at 6%.
Heitzman & Associates Inc. 401(K) Profit Sharing Plan-2$369,691$18,766$9,383iApproximate average salary by contribution assumption: employee only about $234,575 at 4% or $156,383 at 6%; with 50% employer match about $156,383 at 4% or $104,256 at 6%; with 100% employer match about $117,288 at 4% or $78,192 at 6%.
202112$372,747$32,315$16,158iApproximate average salary by contribution assumption: employee only about $403,938 at 4% or $269,292 at 6%; with 50% employer match about $269,292 at 4% or $179,528 at 6%; with 100% employer match about $201,969 at 4% or $134,646 at 6%.
Heitzman & Associates Inc. 401(K) Profit Sharing Plan-2$372,747$32,315$16,158iApproximate average salary by contribution assumption: employee only about $403,938 at 4% or $269,292 at 6%; with 50% employer match about $269,292 at 4% or $179,528 at 6%; with 100% employer match about $201,969 at 4% or $134,646 at 6%.
202012$319,068$10,165$5,083iApproximate average salary by contribution assumption: employee only about $127,063 at 4% or $84,708 at 6%; with 50% employer match about $84,708 at 4% or $56,472 at 6%; with 100% employer match about $63,531 at 4% or $42,354 at 6%.
Heitzman & Associates Inc. 401(K) Profit Sharing Plan-2$319,068$10,165$5,083iApproximate average salary by contribution assumption: employee only about $127,063 at 4% or $84,708 at 6%; with 50% employer match about $84,708 at 4% or $56,472 at 6%; with 100% employer match about $63,531 at 4% or $42,354 at 6%.
201912$289,421$8,815$4,408iApproximate average salary by contribution assumption: employee only about $110,188 at 4% or $73,458 at 6%; with 50% employer match about $73,458 at 4% or $48,972 at 6%; with 100% employer match about $55,094 at 4% or $36,729 at 6%.
Heitzman & Associates Inc. 401(K) Profit Sharing Plan-2$289,421$8,815$4,408iApproximate average salary by contribution assumption: employee only about $110,188 at 4% or $73,458 at 6%; with 50% employer match about $73,458 at 4% or $48,972 at 6%; with 100% employer match about $55,094 at 4% or $36,729 at 6%.
201812$243,631$4,651$2,326iApproximate average salary by contribution assumption: employee only about $58,138 at 4% or $38,758 at 6%; with 50% employer match about $38,758 at 4% or $25,839 at 6%; with 100% employer match about $29,069 at 4% or $19,379 at 6%.
Heitzman & Associates Inc. 401(K) Profit Sharing Plan-2$243,631$4,651$2,326iApproximate average salary by contribution assumption: employee only about $58,138 at 4% or $38,758 at 6%; with 50% employer match about $38,758 at 4% or $25,839 at 6%; with 100% employer match about $29,069 at 4% or $19,379 at 6%.
201712$262,627$28,790$14,395iApproximate average salary by contribution assumption: employee only about $359,875 at 4% or $239,917 at 6%; with 50% employer match about $239,917 at 4% or $159,944 at 6%; with 100% employer match about $179,938 at 4% or $119,958 at 6%.
Heitzman & Associates Inc. 401(K) Profit Sharing Plan-2$262,627$28,790$14,395iApproximate average salary by contribution assumption: employee only about $359,875 at 4% or $239,917 at 6%; with 50% employer match about $239,917 at 4% or $159,944 at 6%; with 100% employer match about $179,938 at 4% or $119,958 at 6%.
201612$260,247$27,753$13,877iApproximate average salary by contribution assumption: employee only about $346,913 at 4% or $231,275 at 6%; with 50% employer match about $231,275 at 4% or $154,183 at 6%; with 100% employer match about $173,456 at 4% or $115,638 at 6%.
Heitzman & Associates Inc. 401(K) Profit Sharing Plan-2$260,247$27,753$13,877iApproximate average salary by contribution assumption: employee only about $346,913 at 4% or $231,275 at 6%; with 50% employer match about $231,275 at 4% or $154,183 at 6%; with 100% employer match about $173,456 at 4% or $115,638 at 6%.
201513$336,429$30,229$10,076iApproximate average salary by contribution assumption: employee only about $251,908 at 4% or $167,939 at 6%; with 50% employer match about $167,939 at 4% or $111,959 at 6%; with 100% employer match about $125,954 at 4% or $83,969 at 6%.
Heitzman & Associates Inc. 401(K) Profit Sharing Plan-3$336,429$30,229$10,076iApproximate average salary by contribution assumption: employee only about $251,908 at 4% or $167,939 at 6%; with 50% employer match about $167,939 at 4% or $111,959 at 6%; with 100% employer match about $125,954 at 4% or $83,969 at 6%.
201413$360,577$20,337$6,779iApproximate average salary by contribution assumption: employee only about $169,475 at 4% or $112,983 at 6%; with 50% employer match about $112,983 at 4% or $75,322 at 6%; with 100% employer match about $84,738 at 4% or $56,492 at 6%.
Heitzman & Associates Inc. 401(K) Profit Sharing Plan-3$360,577$20,337$6,779iApproximate average salary by contribution assumption: employee only about $169,475 at 4% or $112,983 at 6%; with 50% employer match about $112,983 at 4% or $75,322 at 6%; with 100% employer match about $84,738 at 4% or $56,492 at 6%.
201313$358,441$21,004$7,001iApproximate average salary by contribution assumption: employee only about $175,033 at 4% or $116,689 at 6%; with 50% employer match about $116,689 at 4% or $77,793 at 6%; with 100% employer match about $87,517 at 4% or $58,344 at 6%.
Heitzman & Associates Inc. 401(K) Profit Sharing Plan-3$358,441$21,004$7,001iApproximate average salary by contribution assumption: employee only about $175,033 at 4% or $116,689 at 6%; with 50% employer match about $116,689 at 4% or $77,793 at 6%; with 100% employer match about $87,517 at 4% or $58,344 at 6%.
201213$308,234$19,111$6,370iApproximate average salary by contribution assumption: employee only about $159,258 at 4% or $106,172 at 6%; with 50% employer match about $106,172 at 4% or $70,781 at 6%; with 100% employer match about $79,629 at 4% or $53,086 at 6%.
Heitzman & Associates Inc. 401(K) Profit Sharing Plan-3$308,234$19,111$6,370iApproximate average salary by contribution assumption: employee only about $159,258 at 4% or $106,172 at 6%; with 50% employer match about $106,172 at 4% or $70,781 at 6%; with 100% employer match about $79,629 at 4% or $53,086 at 6%.
201113$311,495$21,183$7,061iApproximate average salary by contribution assumption: employee only about $176,525 at 4% or $117,683 at 6%; with 50% employer match about $117,683 at 4% or $78,456 at 6%; with 100% employer match about $88,263 at 4% or $58,842 at 6%.
Heitzman & Associates Inc. 401(K) Profit Sharing Plan-3$311,495$21,183$7,061iApproximate average salary by contribution assumption: employee only about $176,525 at 4% or $117,683 at 6%; with 50% employer match about $117,683 at 4% or $78,456 at 6%; with 100% employer match about $88,263 at 4% or $58,842 at 6%.
201013$290,254$29,585$9,862iApproximate average salary by contribution assumption: employee only about $246,542 at 4% or $164,361 at 6%; with 50% employer match about $164,361 at 4% or $109,574 at 6%; with 100% employer match about $123,271 at 4% or $82,181 at 6%.
Heitzman & Associates Inc. 401(K) Profit Sharing Plan-3$290,254$29,585$9,862iApproximate average salary by contribution assumption: employee only about $246,542 at 4% or $164,361 at 6%; with 50% employer match about $164,361 at 4% or $109,574 at 6%; with 100% employer match about $123,271 at 4% or $82,181 at 6%.
200913$224,950$36,581$12,194iApproximate average salary by contribution assumption: employee only about $304,842 at 4% or $203,228 at 6%; with 50% employer match about $203,228 at 4% or $135,485 at 6%; with 100% employer match about $152,421 at 4% or $101,614 at 6%.
Heitzman & Associates Inc. 401(K) Profit Sharing Plan-3$224,950$36,581$12,194iApproximate average salary by contribution assumption: employee only about $304,842 at 4% or $203,228 at 6%; with 50% employer match about $203,228 at 4% or $135,485 at 6%; with 100% employer match about $152,421 at 4% or $101,614 at 6%.
200813$156,312$57,558$19,186iApproximate average salary by contribution assumption: employee only about $479,650 at 4% or $319,767 at 6%; with 50% employer match about $319,767 at 4% or $213,178 at 6%; with 100% employer match about $239,825 at 4% or $159,883 at 6%.
Heitzman & Associates Inc. 401(K) Profit Sharing Plan-3$156,312$57,558$19,186iApproximate average salary by contribution assumption: employee only about $479,650 at 4% or $319,767 at 6%; with 50% employer match about $319,767 at 4% or $213,178 at 6%; with 100% employer match about $239,825 at 4% or $159,883 at 6%.
200713$193,094$37,242$12,414iApproximate average salary by contribution assumption: employee only about $310,350 at 4% or $206,900 at 6%; with 50% employer match about $206,900 at 4% or $137,933 at 6%; with 100% employer match about $155,175 at 4% or $103,450 at 6%.
Heitzman & Associates Inc. 401(K) Profit Sharing Plan-3$193,094$37,242$12,414iApproximate average salary by contribution assumption: employee only about $310,350 at 4% or $206,900 at 6%; with 50% employer match about $206,900 at 4% or $137,933 at 6%; with 100% employer match about $155,175 at 4% or $103,450 at 6%.
200613$139,650$33,441$11,147iApproximate average salary by contribution assumption: employee only about $278,675 at 4% or $185,783 at 6%; with 50% employer match about $185,783 at 4% or $123,856 at 6%; with 100% employer match about $139,338 at 4% or $92,892 at 6%.
Heitzman & Associates Inc. 401(K) Profit Sharing Plan-3$139,650$33,441$11,147iApproximate average salary by contribution assumption: employee only about $278,675 at 4% or $185,783 at 6%; with 50% employer match about $185,783 at 4% or $123,856 at 6%; with 100% employer match about $139,338 at 4% or $92,892 at 6%.
200513$77,683$32,055$10,685iApproximate average salary by contribution assumption: employee only about $267,125 at 4% or $178,083 at 6%; with 50% employer match about $178,083 at 4% or $118,722 at 6%; with 100% employer match about $133,563 at 4% or $89,042 at 6%.
Heitzman & Associates Inc. 401(K) Profit Sharing Plan-3$77,683$32,055$10,685iApproximate average salary by contribution assumption: employee only about $267,125 at 4% or $178,083 at 6%; with 50% employer match about $178,083 at 4% or $118,722 at 6%; with 100% employer match about $133,563 at 4% or $89,042 at 6%.
200414$42,748$38,012$9,503iApproximate average salary by contribution assumption: employee only about $237,575 at 4% or $158,383 at 6%; with 50% employer match about $158,383 at 4% or $105,589 at 6%; with 100% employer match about $118,788 at 4% or $79,192 at 6%.
Heitzman & Associates Inc. 401(K) Profit Sharing Plan-4$42,748$38,012$9,503iApproximate average salary by contribution assumption: employee only about $237,575 at 4% or $158,383 at 6%; with 50% employer match about $158,383 at 4% or $105,589 at 6%; with 100% employer match about $118,788 at 4% or $79,192 at 6%.