Civic Intelligence

Heitmann Insurance Services Inc.

Plan context: H.I.S. Retirement Plan

EIN 42-1383030 • Victor, IA • 16 filings • 1 plans

P.O. Box 646507 3rd St.Victor, IA 52347-0646
Current Snapshot

Latest Year

2021

2021 Participants

5

2021 Assets

$1,564,809

2021 Contributions

$36,629

Historical Graphs

Total Assets Over Time

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

$1,564,809$782,405$0200620132020YearValue
$1,564,809Latest year 2020

Participants Over Time

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

740200620132020YearValue
5Latest year 2020

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$36,629-
H.I.S. Retirement Plan-0-$36,629-
202015$1,564,809$91,363$18,273iApproximate average salary by contribution assumption: employee only about $456,815 at 4% or $304,543 at 6%; with 50% employer match about $304,543 at 4% or $203,029 at 6%; with 100% employer match about $228,407 at 4% or $152,272 at 6%.
H.I.S. Retirement Plan-5$1,564,809$91,363$18,273iApproximate average salary by contribution assumption: employee only about $456,815 at 4% or $304,543 at 6%; with 50% employer match about $304,543 at 4% or $203,029 at 6%; with 100% employer match about $228,407 at 4% or $152,272 at 6%.
201915$1,547,029$126,597$25,319iApproximate average salary by contribution assumption: employee only about $632,985 at 4% or $421,990 at 6%; with 50% employer match about $421,990 at 4% or $281,327 at 6%; with 100% employer match about $316,493 at 4% or $210,995 at 6%.
H.I.S. Retirement Plan-5$1,547,029$126,597$25,319iApproximate average salary by contribution assumption: employee only about $632,985 at 4% or $421,990 at 6%; with 50% employer match about $421,990 at 4% or $281,327 at 6%; with 100% employer match about $316,493 at 4% or $210,995 at 6%.
201815$1,235,664$125,996$25,199iApproximate average salary by contribution assumption: employee only about $629,980 at 4% or $419,987 at 6%; with 50% employer match about $419,987 at 4% or $279,991 at 6%; with 100% employer match about $314,990 at 4% or $209,993 at 6%.
H.I.S. Retirement Plan-5$1,235,664$125,996$25,199iApproximate average salary by contribution assumption: employee only about $629,980 at 4% or $419,987 at 6%; with 50% employer match about $419,987 at 4% or $279,991 at 6%; with 100% employer match about $314,990 at 4% or $209,993 at 6%.
201715$1,157,484$122,469$24,494iApproximate average salary by contribution assumption: employee only about $612,345 at 4% or $408,230 at 6%; with 50% employer match about $408,230 at 4% or $272,153 at 6%; with 100% employer match about $306,173 at 4% or $204,115 at 6%.
H.I.S. Retirement Plan-5$1,157,484$122,469$24,494iApproximate average salary by contribution assumption: employee only about $612,345 at 4% or $408,230 at 6%; with 50% employer match about $408,230 at 4% or $272,153 at 6%; with 100% employer match about $306,173 at 4% or $204,115 at 6%.
201615$945,529$35,344$7,069iApproximate average salary by contribution assumption: employee only about $176,720 at 4% or $117,813 at 6%; with 50% employer match about $117,813 at 4% or $78,542 at 6%; with 100% employer match about $88,360 at 4% or $58,907 at 6%.
H.I.S. Retirement Plan-5$945,529$35,344$7,069iApproximate average salary by contribution assumption: employee only about $176,720 at 4% or $117,813 at 6%; with 50% employer match about $117,813 at 4% or $78,542 at 6%; with 100% employer match about $88,360 at 4% or $58,907 at 6%.
201515$860,592$86,287$17,257iApproximate average salary by contribution assumption: employee only about $431,435 at 4% or $287,623 at 6%; with 50% employer match about $287,623 at 4% or $191,749 at 6%; with 100% employer match about $215,718 at 4% or $143,812 at 6%.
H.I.S. Retirement Plan-5$860,592$86,287$17,257iApproximate average salary by contribution assumption: employee only about $431,435 at 4% or $287,623 at 6%; with 50% employer match about $287,623 at 4% or $191,749 at 6%; with 100% employer match about $215,718 at 4% or $143,812 at 6%.
201415$809,065$90,702$18,140iApproximate average salary by contribution assumption: employee only about $453,510 at 4% or $302,340 at 6%; with 50% employer match about $302,340 at 4% or $201,560 at 6%; with 100% employer match about $226,755 at 4% or $151,170 at 6%.
H.I.S. Retirement Plan-5$809,065$90,702$18,140iApproximate average salary by contribution assumption: employee only about $453,510 at 4% or $302,340 at 6%; with 50% employer match about $302,340 at 4% or $201,560 at 6%; with 100% employer match about $226,755 at 4% or $151,170 at 6%.
201315$699,084$88,066$17,613iApproximate average salary by contribution assumption: employee only about $440,330 at 4% or $293,553 at 6%; with 50% employer match about $293,553 at 4% or $195,702 at 6%; with 100% employer match about $220,165 at 4% or $146,777 at 6%.
H.I.S. Retirement Plan-5$699,084$88,066$17,613iApproximate average salary by contribution assumption: employee only about $440,330 at 4% or $293,553 at 6%; with 50% employer match about $293,553 at 4% or $195,702 at 6%; with 100% employer match about $220,165 at 4% or $146,777 at 6%.
201215$556,882$85,037$17,007iApproximate average salary by contribution assumption: employee only about $425,185 at 4% or $283,457 at 6%; with 50% employer match about $283,457 at 4% or $188,971 at 6%; with 100% employer match about $212,593 at 4% or $141,728 at 6%.
H.I.S. Retirement Plan-5$556,882$85,037$17,007iApproximate average salary by contribution assumption: employee only about $425,185 at 4% or $283,457 at 6%; with 50% employer match about $283,457 at 4% or $188,971 at 6%; with 100% employer match about $212,593 at 4% or $141,728 at 6%.
201115$449,068$84,694$16,939iApproximate average salary by contribution assumption: employee only about $423,470 at 4% or $282,313 at 6%; with 50% employer match about $282,313 at 4% or $188,209 at 6%; with 100% employer match about $211,735 at 4% or $141,157 at 6%.
H.I.S. Retirement Plan-5$449,068$84,694$16,939iApproximate average salary by contribution assumption: employee only about $423,470 at 4% or $282,313 at 6%; with 50% employer match about $282,313 at 4% or $188,209 at 6%; with 100% employer match about $211,735 at 4% or $141,157 at 6%.
201017$429,377$83,530$11,933iApproximate average salary by contribution assumption: employee only about $298,321 at 4% or $198,881 at 6%; with 50% employer match about $198,881 at 4% or $132,587 at 6%; with 100% employer match about $149,161 at 4% or $99,440 at 6%.
H.I.S. Retirement Plan-7$429,377$83,530$11,933iApproximate average salary by contribution assumption: employee only about $298,321 at 4% or $198,881 at 6%; with 50% employer match about $198,881 at 4% or $132,587 at 6%; with 100% employer match about $149,161 at 4% or $99,440 at 6%.
200917$318,249$89,226$12,747iApproximate average salary by contribution assumption: employee only about $318,664 at 4% or $212,443 at 6%; with 50% employer match about $212,443 at 4% or $141,629 at 6%; with 100% employer match about $159,332 at 4% or $106,221 at 6%.
H.I.S. Retirement Plan-7$318,249$89,226$12,747iApproximate average salary by contribution assumption: employee only about $318,664 at 4% or $212,443 at 6%; with 50% employer match about $212,443 at 4% or $141,629 at 6%; with 100% employer match about $159,332 at 4% or $106,221 at 6%.
200816$194,243$83,023$13,837iApproximate average salary by contribution assumption: employee only about $345,929 at 4% or $230,619 at 6%; with 50% employer match about $230,619 at 4% or $153,746 at 6%; with 100% employer match about $172,965 at 4% or $115,310 at 6%.
H.I.S. Retirement Plan-6$194,243$83,023$13,837iApproximate average salary by contribution assumption: employee only about $345,929 at 4% or $230,619 at 6%; with 50% employer match about $230,619 at 4% or $153,746 at 6%; with 100% employer match about $172,965 at 4% or $115,310 at 6%.
200715$150,380$77,974$15,595iApproximate average salary by contribution assumption: employee only about $389,870 at 4% or $259,913 at 6%; with 50% employer match about $259,913 at 4% or $173,276 at 6%; with 100% employer match about $194,935 at 4% or $129,957 at 6%.
H.I.S. Retirement Plan-5$150,380$77,974$15,595iApproximate average salary by contribution assumption: employee only about $389,870 at 4% or $259,913 at 6%; with 50% employer match about $259,913 at 4% or $173,276 at 6%; with 100% employer match about $194,935 at 4% or $129,957 at 6%.
200615$68,321$67,694$13,539iApproximate average salary by contribution assumption: employee only about $338,470 at 4% or $225,647 at 6%; with 50% employer match about $225,647 at 4% or $150,431 at 6%; with 100% employer match about $169,235 at 4% or $112,823 at 6%.
H.I.S. Retirement Plan-5$68,321$67,694$13,539iApproximate average salary by contribution assumption: employee only about $338,470 at 4% or $225,647 at 6%; with 50% employer match about $225,647 at 4% or $150,431 at 6%; with 100% employer match about $169,235 at 4% or $112,823 at 6%.