Civic Intelligence

Sherry D. Heffernan Ltd.

Plan context: Sherry D. Heffernan Ltd. 401K

EIN 41-1887858 • Corcoran, MN • 11 filings • 4 plans

6650 Horseshoe Bend DrCorcoran, MN 55340-9549
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$1,248,466

2019 Contributions

$46,450

Historical Graphs

Total Assets Over Time

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

$1,248,466$624,233$0200920142019YearValue
$1,248,466Latest year 2019

Participants Over Time

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

110200920142019YearValue
1Latest year 2019

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
201911$1,248,466$0-
Sherry D. Heffernan Ltd. 401K-1$1,248,466--
201811$1,081,009$46,450$46,450iApproximate average salary by contribution assumption: employee only about $1,161,250 at 4% or $774,167 at 6%; with 50% employer match about $774,167 at 4% or $516,111 at 6%; with 100% employer match about $580,625 at 4% or $387,083 at 6%.
Sherry D. Heffernan Ltd. 401K-1$1,081,009$46,450$46,450iApproximate average salary by contribution assumption: employee only about $1,161,250 at 4% or $774,167 at 6%; with 50% employer match about $774,167 at 4% or $516,111 at 6%; with 100% employer match about $580,625 at 4% or $387,083 at 6%.
201711$1,124,132$45,950$45,950iApproximate average salary by contribution assumption: employee only about $1,148,750 at 4% or $765,833 at 6%; with 50% employer match about $765,833 at 4% or $510,556 at 6%; with 100% employer match about $574,375 at 4% or $382,917 at 6%.
Sherry D. Heffernan Ltd. 401K-1$1,124,132$45,950$45,950iApproximate average salary by contribution assumption: employee only about $1,148,750 at 4% or $765,833 at 6%; with 50% employer match about $765,833 at 4% or $510,556 at 6%; with 100% employer match about $574,375 at 4% or $382,917 at 6%.
201611$956,574$63,375$63,375iApproximate average salary by contribution assumption: employee only about $1,584,375 at 4% or $1,056,250 at 6%; with 50% employer match about $1,056,250 at 4% or $704,167 at 6%; with 100% employer match about $792,188 at 4% or $528,125 at 6%.
Sherry D. Heffernan Ltd. 401K-1$956,574$63,375$63,375iApproximate average salary by contribution assumption: employee only about $1,584,375 at 4% or $1,056,250 at 6%; with 50% employer match about $1,056,250 at 4% or $704,167 at 6%; with 100% employer match about $792,188 at 4% or $528,125 at 6%.
201511$827,653$37,000$37,000iApproximate average salary by contribution assumption: employee only about $925,000 at 4% or $616,667 at 6%; with 50% employer match about $616,667 at 4% or $411,111 at 6%; with 100% employer match about $462,500 at 4% or $308,333 at 6%.
Sherry D. Heffernan Ltd. 401K-1$827,653$37,000$37,000iApproximate average salary by contribution assumption: employee only about $925,000 at 4% or $616,667 at 6%; with 50% employer match about $616,667 at 4% or $411,111 at 6%; with 100% employer match about $462,500 at 4% or $308,333 at 6%.
201411$828,708$42,250$42,250iApproximate average salary by contribution assumption: employee only about $1,056,250 at 4% or $704,167 at 6%; with 50% employer match about $704,167 at 4% or $469,444 at 6%; with 100% employer match about $528,125 at 4% or $352,083 at 6%.
Sherry D. Heffernan Ltd. 401K-1$828,708$42,250$42,250iApproximate average salary by contribution assumption: employee only about $1,056,250 at 4% or $704,167 at 6%; with 50% employer match about $704,167 at 4% or $469,444 at 6%; with 100% employer match about $528,125 at 4% or $352,083 at 6%.
201311$777,536$53,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
Sherry D. Heffernan Ltd. 401K-1$777,536$53,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
201211$648,197$50,500$50,500iApproximate average salary by contribution assumption: employee only about $1,262,500 at 4% or $841,667 at 6%; with 50% employer match about $841,667 at 4% or $561,111 at 6%; with 100% employer match about $631,250 at 4% or $420,833 at 6%.
Sherry D. Heffernan Ltd. 401K-1$648,197$50,500$50,500iApproximate average salary by contribution assumption: employee only about $1,262,500 at 4% or $841,667 at 6%; with 50% employer match about $841,667 at 4% or $561,111 at 6%; with 100% employer match about $631,250 at 4% or $420,833 at 6%.
201111$524,290$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
Sherry D. Heffernan Ltd. 401K-1$524,290$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
201011$549,940$47,200$47,200iApproximate average salary by contribution assumption: employee only about $1,180,000 at 4% or $786,667 at 6%; with 50% employer match about $786,667 at 4% or $524,444 at 6%; with 100% employer match about $590,000 at 4% or $393,333 at 6%.
Sherry D. Heffernan Ltd. 401K-1$549,940$47,200$47,200iApproximate average salary by contribution assumption: employee only about $1,180,000 at 4% or $786,667 at 6%; with 50% employer match about $786,667 at 4% or $524,444 at 6%; with 100% employer match about $590,000 at 4% or $393,333 at 6%.
200911$447,548$48,750$48,750iApproximate average salary by contribution assumption: employee only about $1,218,750 at 4% or $812,500 at 6%; with 50% employer match about $812,500 at 4% or $541,667 at 6%; with 100% employer match about $609,375 at 4% or $406,250 at 6%.
Sherry D. Heffernan Ltd. 401K-1$447,548$48,750$48,750iApproximate average salary by contribution assumption: employee only about $1,218,750 at 4% or $812,500 at 6%; with 50% employer match about $812,500 at 4% or $541,667 at 6%; with 100% employer match about $609,375 at 4% or $406,250 at 6%.