Civic Intelligence

Heithecker Financial

Plan context: Heithecker Financial 401(K) Profit Sharing Plan

EIN 46-0884842 • Chico, CA • 13 filings • 1 plans

3251 EsplanadeChico, CA 95973
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$2,246,096

2025 Contributions

$93,061

Historical Graphs

Total Assets Over Time

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

$2,246,096$1,123,048$0201320192025YearValue
$2,246,096Latest year 2025

Participants Over Time

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

320201320192025YearValue
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$2,246,096$93,061$31,020iApproximate average salary by contribution assumption: employee only about $775,508 at 4% or $517,006 at 6%; with 50% employer match about $517,006 at 4% or $344,670 at 6%; with 100% employer match about $387,754 at 4% or $258,503 at 6%.
Heithecker Financial 401(K) Profit Sharing Plan-3$2,246,096$93,061$31,020iApproximate average salary by contribution assumption: employee only about $775,508 at 4% or $517,006 at 6%; with 50% employer match about $517,006 at 4% or $344,670 at 6%; with 100% employer match about $387,754 at 4% or $258,503 at 6%.
202412$1,952,792$884,845$442,423iApproximate average salary by contribution assumption: employee only about $11,060,563 at 4% or $7,373,708 at 6%; with 50% employer match about $7,373,708 at 4% or $4,915,806 at 6%; with 100% employer match about $5,530,281 at 4% or $3,686,854 at 6%.
Heithecker Financial 401(K) Profit Sharing Plan-2$1,952,792$884,845$442,423iApproximate average salary by contribution assumption: employee only about $11,060,563 at 4% or $7,373,708 at 6%; with 50% employer match about $7,373,708 at 4% or $4,915,806 at 6%; with 100% employer match about $5,530,281 at 4% or $3,686,854 at 6%.
202312$921,726$83,712$41,856iApproximate average salary by contribution assumption: employee only about $1,046,400 at 4% or $697,600 at 6%; with 50% employer match about $697,600 at 4% or $465,067 at 6%; with 100% employer match about $523,200 at 4% or $348,800 at 6%.
Heithecker Financial 401(K) Profit Sharing Plan-2$921,726$83,712$41,856iApproximate average salary by contribution assumption: employee only about $1,046,400 at 4% or $697,600 at 6%; with 50% employer match about $697,600 at 4% or $465,067 at 6%; with 100% employer match about $523,200 at 4% or $348,800 at 6%.
202212$717,122$79,068$39,534iApproximate average salary by contribution assumption: employee only about $988,350 at 4% or $658,900 at 6%; with 50% employer match about $658,900 at 4% or $439,267 at 6%; with 100% employer match about $494,175 at 4% or $329,450 at 6%.
Heithecker Financial 401(K) Profit Sharing Plan-2$717,122$79,068$39,534iApproximate average salary by contribution assumption: employee only about $988,350 at 4% or $658,900 at 6%; with 50% employer match about $658,900 at 4% or $439,267 at 6%; with 100% employer match about $494,175 at 4% or $329,450 at 6%.
202112$782,164$74,831$37,416iApproximate average salary by contribution assumption: employee only about $935,388 at 4% or $623,592 at 6%; with 50% employer match about $623,592 at 4% or $415,728 at 6%; with 100% employer match about $467,694 at 4% or $311,796 at 6%.
Heithecker Financial 401(K) Profit Sharing Plan-2$782,164$74,831$37,416iApproximate average salary by contribution assumption: employee only about $935,388 at 4% or $623,592 at 6%; with 50% employer match about $623,592 at 4% or $415,728 at 6%; with 100% employer match about $467,694 at 4% or $311,796 at 6%.
202012$614,200$61,944$30,972iApproximate average salary by contribution assumption: employee only about $774,300 at 4% or $516,200 at 6%; with 50% employer match about $516,200 at 4% or $344,133 at 6%; with 100% employer match about $387,150 at 4% or $258,100 at 6%.
Heithecker Financial 401(K) Profit Sharing Plan-2$614,200$61,944$30,972iApproximate average salary by contribution assumption: employee only about $774,300 at 4% or $516,200 at 6%; with 50% employer match about $516,200 at 4% or $344,133 at 6%; with 100% employer match about $387,150 at 4% or $258,100 at 6%.
201912$480,950$60,505$30,253iApproximate average salary by contribution assumption: employee only about $756,313 at 4% or $504,208 at 6%; with 50% employer match about $504,208 at 4% or $336,139 at 6%; with 100% employer match about $378,156 at 4% or $252,104 at 6%.
Heithecker Financial 401(K) Profit Sharing Plan-2$480,950$60,505$30,253iApproximate average salary by contribution assumption: employee only about $756,313 at 4% or $504,208 at 6%; with 50% employer match about $504,208 at 4% or $336,139 at 6%; with 100% employer match about $378,156 at 4% or $252,104 at 6%.
201812$345,981$58,431$29,216iApproximate average salary by contribution assumption: employee only about $730,388 at 4% or $486,925 at 6%; with 50% employer match about $486,925 at 4% or $324,617 at 6%; with 100% employer match about $365,194 at 4% or $243,463 at 6%.
Heithecker Financial 401(K) Profit Sharing Plan-2$345,981$58,431$29,216iApproximate average salary by contribution assumption: employee only about $730,388 at 4% or $486,925 at 6%; with 50% employer match about $486,925 at 4% or $324,617 at 6%; with 100% employer match about $365,194 at 4% or $243,463 at 6%.
201712$315,499$50,125$25,063iApproximate average salary by contribution assumption: employee only about $626,563 at 4% or $417,708 at 6%; with 50% employer match about $417,708 at 4% or $278,472 at 6%; with 100% employer match about $313,281 at 4% or $208,854 at 6%.
Heithecker Financial 401(K) Profit Sharing Plan-2$315,499$50,125$25,063iApproximate average salary by contribution assumption: employee only about $626,563 at 4% or $417,708 at 6%; with 50% employer match about $417,708 at 4% or $278,472 at 6%; with 100% employer match about $313,281 at 4% or $208,854 at 6%.
201612$231,084$57,510$28,755iApproximate average salary by contribution assumption: employee only about $718,875 at 4% or $479,250 at 6%; with 50% employer match about $479,250 at 4% or $319,500 at 6%; with 100% employer match about $359,438 at 4% or $239,625 at 6%.
Heithecker Financial 401(K) Profit Sharing Plan-2$231,084$57,510$28,755iApproximate average salary by contribution assumption: employee only about $718,875 at 4% or $479,250 at 6%; with 50% employer match about $479,250 at 4% or $319,500 at 6%; with 100% employer match about $359,438 at 4% or $239,625 at 6%.
201512$162,594$54,816$27,408iApproximate average salary by contribution assumption: employee only about $685,200 at 4% or $456,800 at 6%; with 50% employer match about $456,800 at 4% or $304,533 at 6%; with 100% employer match about $342,600 at 4% or $228,400 at 6%.
Heithecker Financial 401(K) Profit Sharing Plan-2$162,594$54,816$27,408iApproximate average salary by contribution assumption: employee only about $685,200 at 4% or $456,800 at 6%; with 50% employer match about $456,800 at 4% or $304,533 at 6%; with 100% employer match about $342,600 at 4% or $228,400 at 6%.
201412$111,551$54,703$27,352iApproximate average salary by contribution assumption: employee only about $683,788 at 4% or $455,858 at 6%; with 50% employer match about $455,858 at 4% or $303,906 at 6%; with 100% employer match about $341,894 at 4% or $227,929 at 6%.
Heithecker Financial 401(K) Profit Sharing Plan-2$111,551$54,703$27,352iApproximate average salary by contribution assumption: employee only about $683,788 at 4% or $455,858 at 6%; with 50% employer match about $455,858 at 4% or $303,906 at 6%; with 100% employer match about $341,894 at 4% or $227,929 at 6%.
201312$54,505$53,950$26,975iApproximate average salary by contribution assumption: employee only about $674,375 at 4% or $449,583 at 6%; with 50% employer match about $449,583 at 4% or $299,722 at 6%; with 100% employer match about $337,188 at 4% or $224,792 at 6%.
Heithecker Financial 401(K) Profit Sharing Plan-2$54,505$53,950$26,975iApproximate average salary by contribution assumption: employee only about $674,375 at 4% or $449,583 at 6%; with 50% employer match about $449,583 at 4% or $299,722 at 6%; with 100% employer match about $337,188 at 4% or $224,792 at 6%.