Civic Intelligence

Alberts & Heling, CPA'S LLC

Plan context: HELING & ASSOCIATES CPAS LLC MEDOVA LIFESTYLE HEALTH PLAN

EIN 39-1912661 • Neenah, WI • 11 filings • 2 plans

1977 American Dr Ste 202Neenah, WI 54956-1238
Current Snapshot

Latest Year

2021

2021 Participants

8

2021 Assets

$103

2021 Contributions

$956

Historical Graphs

Total Assets Over Time

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

$356,065$178,033$0201120152020YearValue
$103Latest year 2020

Participants Over Time

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

1050201120152018YearValue
8Latest year 2018

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
202110$0$0-
HELING & ASSOCIATES CPAS LLC MEDOVA LIFESTYLE HEALTH PLAN-0$0$0-
202010$103$956-
HELING & ASSOCIATES CPAS LLC MEDOVA LIFESTYLE HEALTH PLAN-0$103$956-
201910$0$0-
Alberts & Heling, Cpas 401(K) Plan-0$0$0-
201818$339,054$80,872$10,109iApproximate average salary by contribution assumption: employee only about $252,725 at 4% or $168,483 at 6%; with 50% employer match about $168,483 at 4% or $112,322 at 6%; with 100% employer match about $126,363 at 4% or $84,242 at 6%.
Alberts & Heling, Cpas 401(K) Plan-8$339,054$80,872$10,109iApproximate average salary by contribution assumption: employee only about $252,725 at 4% or $168,483 at 6%; with 50% employer match about $168,483 at 4% or $112,322 at 6%; with 100% employer match about $126,363 at 4% or $84,242 at 6%.
2017110$356,065$89,650$8,965iApproximate average salary by contribution assumption: employee only about $224,125 at 4% or $149,417 at 6%; with 50% employer match about $149,417 at 4% or $99,611 at 6%; with 100% employer match about $112,063 at 4% or $74,708 at 6%.
Alberts & Heling, Cpas 401(K) Plan-10$356,065$89,650$8,965iApproximate average salary by contribution assumption: employee only about $224,125 at 4% or $149,417 at 6%; with 50% employer match about $149,417 at 4% or $99,611 at 6%; with 100% employer match about $112,063 at 4% or $74,708 at 6%.
201619$239,500$71,248$7,916iApproximate average salary by contribution assumption: employee only about $197,911 at 4% or $131,941 at 6%; with 50% employer match about $131,941 at 4% or $87,960 at 6%; with 100% employer match about $98,956 at 4% or $65,970 at 6%.
Alberts & Heling, Cpas 401(K) Plan-9$239,500$71,248$7,916iApproximate average salary by contribution assumption: employee only about $197,911 at 4% or $131,941 at 6%; with 50% employer match about $131,941 at 4% or $87,960 at 6%; with 100% employer match about $98,956 at 4% or $65,970 at 6%.
201516$179,502$58,502$9,750iApproximate average salary by contribution assumption: employee only about $243,758 at 4% or $162,506 at 6%; with 50% employer match about $162,506 at 4% or $108,337 at 6%; with 100% employer match about $121,879 at 4% or $81,253 at 6%.
Alberts & Heling, Cpas 401(K) Plan-6$179,502$58,502$9,750iApproximate average salary by contribution assumption: employee only about $243,758 at 4% or $162,506 at 6%; with 50% employer match about $162,506 at 4% or $108,337 at 6%; with 100% employer match about $121,879 at 4% or $81,253 at 6%.
201419$165,358$63,974$7,108iApproximate average salary by contribution assumption: employee only about $177,706 at 4% or $118,470 at 6%; with 50% employer match about $118,470 at 4% or $78,980 at 6%; with 100% employer match about $88,853 at 4% or $59,235 at 6%.
Alberts & Heling, Cpas 401(K) Plan-9$165,358$63,974$7,108iApproximate average salary by contribution assumption: employee only about $177,706 at 4% or $118,470 at 6%; with 50% employer match about $118,470 at 4% or $78,980 at 6%; with 100% employer match about $88,853 at 4% or $59,235 at 6%.
201319$131,759$66,877$7,431iApproximate average salary by contribution assumption: employee only about $185,769 at 4% or $123,846 at 6%; with 50% employer match about $123,846 at 4% or $82,564 at 6%; with 100% employer match about $92,885 at 4% or $61,923 at 6%.
Alberts & Heling, Cpas 401(K) Plan-9$131,759$66,877$7,431iApproximate average salary by contribution assumption: employee only about $185,769 at 4% or $123,846 at 6%; with 50% employer match about $123,846 at 4% or $82,564 at 6%; with 100% employer match about $92,885 at 4% or $61,923 at 6%.
201219$67,306$54,090$6,010iApproximate average salary by contribution assumption: employee only about $150,250 at 4% or $100,167 at 6%; with 50% employer match about $100,167 at 4% or $66,778 at 6%; with 100% employer match about $75,125 at 4% or $50,083 at 6%.
Alberts & Heling, Cpas 401(K) Plan-9$67,306$54,090$6,010iApproximate average salary by contribution assumption: employee only about $150,250 at 4% or $100,167 at 6%; with 50% employer match about $100,167 at 4% or $66,778 at 6%; with 100% employer match about $75,125 at 4% or $50,083 at 6%.
201119$33,070$54,306$6,034iApproximate average salary by contribution assumption: employee only about $150,850 at 4% or $100,567 at 6%; with 50% employer match about $100,567 at 4% or $67,044 at 6%; with 100% employer match about $75,425 at 4% or $50,283 at 6%.
Alberts & Heling, Cpas 401(K) Plan-9$33,070$54,306$6,034iApproximate average salary by contribution assumption: employee only about $150,850 at 4% or $100,567 at 6%; with 50% employer match about $100,567 at 4% or $67,044 at 6%; with 100% employer match about $75,425 at 4% or $50,283 at 6%.