Civic Intelligence

Thomas Heffelfinger, Jr.

Plan context: THOMAS BROWNING HEFFELFINGER, JR. DDS PENSION PLAN

EIN 52-0848378 • Potomac, MD • 29 filings • 5 plans

9001 River RoadPotomac, MD 20854
Current Snapshot

Latest Year

2022

2022 Participants

3

2022 Assets

$1,131,943

2022 Contributions

$184,119

Historical Graphs

Total Assets Over Time

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

$1,914,023$957,012$0199920102021YearValue
$1,131,943Latest year 2021

Participants Over Time

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

320199920102021YearValue
3Latest year 2021

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
202210$0$0-
THOMAS BROWNING HEFFELFINGER, JR. DDS PENSION PLAN-0$0--
202113$1,131,943$0-
THOMAS BROWNING HEFFELFINGER, JR. DDS PENSION PLAN-3$1,131,943$0-
202013$1,224,622$0-
THOMAS BROWNING HEFFELFINGER, JR. DDS PENSION PLAN-3$1,224,622$0-
201913$1,310,151$0-
THOMAS BROWNING HEFFELFINGER, JR. DDS PENSION PLAN-3$1,310,151$0-
201813$1,390,448$0-
THOMAS BROWNING HEFFELFINGER, JR. DDS PENSION PLAN-3$1,390,448$0-
201713$1,468,373$0-
THOMAS BROWNING HEFFELFINGER, JR. DDS PENSION PLAN-3$1,468,373$0-
201613$1,548,445$0-
THOMAS BROWNING HEFFELFINGER, JR. DDS PENSION PLAN-3$1,548,445$0-
201513$1,606,634$0-
THOMAS BROWNING HEFFELFINGER, JR. DDS PENSION PLAN-3$1,606,634$0-
201413$1,651,632$0-
THOMAS BROWNING HEFFELFINGER, JR. DDS PENSION PLA-3$1,651,632$0-
201313$1,714,712$0-
THOMAS BROWNING HEFFELFINGER, JR. DDS PENSION PLA-3$1,714,712$0-
201213$1,781,521$0-
THOMAS BROWNING HEFFELFINGER, JR. DDS PENSION PLA-3$1,781,521$0-
201113$1,824,398$0-
THOMAS BROWNING HEFFELFINGER, JR. DDS PENSION PLA-3$1,824,398$0-
201013$1,857,829$0-
THOMAS BROWNING HEFFELFINGER, JR. DDS PENSION PLA-3$1,857,829$0-
200913$1,883,149$0-
THOMAS BROWNING HEFFELFINGER, JR. DDS PENSION PLAN-3$1,883,149$0-
200812$1,822,245$0-
THOMAS BROWNING HEFFELFINGER, JR. DDS PENSION PLAN-2$1,822,245--
200711$1,914,023$0-
THOMAS BROWNING HEFFELFINGER, JR. DDS PENSION PLAN-1$1,914,023--
200613$1,762,276$0-
THOMAS BROWNING HEFFELFINGER, JR. DDS PENSION PLAN-3$1,762,276--
200513$1,550,196$0-
THOMAS BROWNING HEFFELFINGER, JR. DDS PENSION PLAN-3$1,550,196--
200423$1,436,678$0-
THOMAS BROWNING HEFFELFINGER, JR. DDS PENSION PLAN-3$1,436,678--
Thomas B. Heffelfinger, Jr., D.D.S. Profit Sharing Plan-0---
200323$1,911,604$184,119$61,373iApproximate average salary by contribution assumption: employee only about $1,534,325 at 4% or $1,022,883 at 6%; with 50% employer match about $1,022,883 at 4% or $681,922 at 6%; with 100% employer match about $767,163 at 4% or $511,442 at 6%.
THOMAS BROWNING HEFFELFINGER, JR. DDS PENSION TRUST-3$1,319,153$184,119$61,373iApproximate average salary by contribution assumption: employee only about $1,534,325 at 4% or $1,022,883 at 6%; with 50% employer match about $1,022,883 at 4% or $681,922 at 6%; with 100% employer match about $767,163 at 4% or $511,442 at 6%.
Thomas B. Heffelfinger, Jr., D.D.S. Profit Sharing Plan-2$592,451--
200222$1,057,836$179,858$89,929iApproximate average salary by contribution assumption: employee only about $2,248,225 at 4% or $1,498,817 at 6%; with 50% employer match about $1,498,817 at 4% or $999,211 at 6%; with 100% employer match about $1,124,113 at 4% or $749,408 at 6%.
THOMAS BROWNING HEFFELFINGER, JR. DDS PENSION TRUST-2$1,057,836$179,858$89,929iApproximate average salary by contribution assumption: employee only about $2,248,225 at 4% or $1,498,817 at 6%; with 50% employer match about $1,498,817 at 4% or $999,211 at 6%; with 100% employer match about $1,124,113 at 4% or $749,408 at 6%.
Thomas B. Heffelfinger, Jr., D.D.S. Profit Sharing Plan-0---
200122$588,530$0-
Thomas B. Heffelfinger, Jr., D.D.S. Profit Sharing Plan-2$588,530--
THOMAS BROWNING HEFFELFINGER, JR. DDS PENSION TRUST-1---
200022$1,261,481$176,826$88,413iApproximate average salary by contribution assumption: employee only about $2,210,325 at 4% or $1,473,550 at 6%; with 50% employer match about $1,473,550 at 4% or $982,367 at 6%; with 100% employer match about $1,105,163 at 4% or $736,775 at 6%.
THOMAS BROWNING HEFFELFINGER, JR. DDS PENSION TRUST-1$674,298$176,826$176,826iApproximate average salary by contribution assumption: employee only about $4,420,650 at 4% or $2,947,100 at 6%; with 50% employer match about $2,947,100 at 4% or $1,964,733 at 6%; with 100% employer match about $2,210,325 at 4% or $1,473,550 at 6%.
Thomas B. Heffelfinger, Jr., D.D.S. Profit Sharing Plan-2$587,183--
199912$699,318$0-
Thomas B. Heffelfinger, Jr., D.D.S. Profit Sharing Plan-2$699,318--