Civic Intelligence

Heise Jorgensen & Stefanelli, P.A.

Plan context: Heise Jorgensen & Stefanelli, P.A. Profit Sharing Plan

EIN 52-0898294 • Gaithersburg, MD • 27 filings • 2 plans

18310 Montgomery Village AveGaithersburg, MD 20879-3551
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$6,342,660

2025 Contributions

$189,220

Historical Graphs

Total Assets Over Time

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

$6,666,069$3,333,035$0199920122025YearValue
$6,342,660Latest year 2025

Participants Over Time

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

28140199920122025YearValue
12Latest 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
2025112$6,342,660$189,220$15,768iApproximate average salary by contribution assumption: employee only about $394,208 at 4% or $262,806 at 6%; with 50% employer match about $262,806 at 4% or $175,204 at 6%; with 100% employer match about $197,104 at 4% or $131,403 at 6%.
Heise Jorgensen & Stefanelli, P.A. Profit Sharing Plan-12$6,342,660$189,220$15,768iApproximate average salary by contribution assumption: employee only about $394,208 at 4% or $262,806 at 6%; with 50% employer match about $262,806 at 4% or $175,204 at 6%; with 100% employer match about $197,104 at 4% or $131,403 at 6%.
2024111$5,447,674$168,110$15,283iApproximate average salary by contribution assumption: employee only about $382,068 at 4% or $254,712 at 6%; with 50% employer match about $254,712 at 4% or $169,808 at 6%; with 100% employer match about $191,034 at 4% or $127,356 at 6%.
Heise Jorgensen & Stefanelli, P.A. Profit Sharing Plan-11$5,447,674$168,110$15,283iApproximate average salary by contribution assumption: employee only about $382,068 at 4% or $254,712 at 6%; with 50% employer match about $254,712 at 4% or $169,808 at 6%; with 100% employer match about $191,034 at 4% or $127,356 at 6%.
2023113$6,624,849$168,551$12,965iApproximate average salary by contribution assumption: employee only about $324,137 at 4% or $216,091 at 6%; with 50% employer match about $216,091 at 4% or $144,061 at 6%; with 100% employer match about $162,068 at 4% or $108,046 at 6%.
Heise Jorgensen & Stefanelli, P.A. Profit Sharing Plan-13$6,624,849$168,551$12,965iApproximate average salary by contribution assumption: employee only about $324,137 at 4% or $216,091 at 6%; with 50% employer match about $216,091 at 4% or $144,061 at 6%; with 100% employer match about $162,068 at 4% or $108,046 at 6%.
2022113$5,763,524$170,208$13,093iApproximate average salary by contribution assumption: employee only about $327,323 at 4% or $218,215 at 6%; with 50% employer match about $218,215 at 4% or $145,477 at 6%; with 100% employer match about $163,662 at 4% or $109,108 at 6%.
Heise Jorgensen & Stefanelli, P.A. Profit Sharing Plan-13$5,763,524$170,208$13,093iApproximate average salary by contribution assumption: employee only about $327,323 at 4% or $218,215 at 6%; with 50% employer match about $218,215 at 4% or $145,477 at 6%; with 100% employer match about $163,662 at 4% or $109,108 at 6%.
2021113$6,666,069$163,289$12,561iApproximate average salary by contribution assumption: employee only about $314,017 at 4% or $209,345 at 6%; with 50% employer match about $209,345 at 4% or $139,563 at 6%; with 100% employer match about $157,009 at 4% or $104,672 at 6%.
Heise Jorgensen & Stefanelli, P.A. Profit Sharing Plan-13$6,666,069$163,289$12,561iApproximate average salary by contribution assumption: employee only about $314,017 at 4% or $209,345 at 6%; with 50% employer match about $209,345 at 4% or $139,563 at 6%; with 100% employer match about $157,009 at 4% or $104,672 at 6%.
2020115$5,805,208$145,358$9,691iApproximate average salary by contribution assumption: employee only about $242,263 at 4% or $161,509 at 6%; with 50% employer match about $161,509 at 4% or $107,673 at 6%; with 100% employer match about $121,132 at 4% or $80,754 at 6%.
Heise Jorgensen & Stefanelli, P.A. Profit Sharing Plan-15$5,805,208$145,358$9,691iApproximate average salary by contribution assumption: employee only about $242,263 at 4% or $161,509 at 6%; with 50% employer match about $161,509 at 4% or $107,673 at 6%; with 100% employer match about $121,132 at 4% or $80,754 at 6%.
2019116$5,002,732$155,681$9,730iApproximate average salary by contribution assumption: employee only about $243,252 at 4% or $162,168 at 6%; with 50% employer match about $162,168 at 4% or $108,112 at 6%; with 100% employer match about $121,626 at 4% or $81,084 at 6%.
Heise Jorgensen & Stefanelli, P.A. Profit Sharing Plan-16$5,002,732$155,681$9,730iApproximate average salary by contribution assumption: employee only about $243,252 at 4% or $162,168 at 6%; with 50% employer match about $162,168 at 4% or $108,112 at 6%; with 100% employer match about $121,626 at 4% or $81,084 at 6%.
2018113$4,025,199$152,030$11,695iApproximate average salary by contribution assumption: employee only about $292,365 at 4% or $194,910 at 6%; with 50% employer match about $194,910 at 4% or $129,940 at 6%; with 100% employer match about $146,183 at 4% or $97,455 at 6%.
Heise Jorgensen & Stefanelli, P.A. Profit Sharing Plan-13$4,025,199$152,030$11,695iApproximate average salary by contribution assumption: employee only about $292,365 at 4% or $194,910 at 6%; with 50% employer match about $194,910 at 4% or $129,940 at 6%; with 100% employer match about $146,183 at 4% or $97,455 at 6%.
2017113$4,144,619$162,595$12,507iApproximate average salary by contribution assumption: employee only about $312,683 at 4% or $208,455 at 6%; with 50% employer match about $208,455 at 4% or $138,970 at 6%; with 100% employer match about $156,341 at 4% or $104,228 at 6%.
Heise Jorgensen & Stefanelli, P.A. Profit Sharing Plan-13$4,144,619$162,595$12,507iApproximate average salary by contribution assumption: employee only about $312,683 at 4% or $208,455 at 6%; with 50% employer match about $208,455 at 4% or $138,970 at 6%; with 100% employer match about $156,341 at 4% or $104,228 at 6%.
2016113$4,128,870$124,396$9,569iApproximate average salary by contribution assumption: employee only about $239,223 at 4% or $159,482 at 6%; with 50% employer match about $159,482 at 4% or $106,321 at 6%; with 100% employer match about $119,612 at 4% or $79,741 at 6%.
Heise Jorgensen & Stefanelli, P.A. Profit Sharing Plan-13$4,128,870$124,396$9,569iApproximate average salary by contribution assumption: employee only about $239,223 at 4% or $159,482 at 6%; with 50% employer match about $159,482 at 4% or $106,321 at 6%; with 100% employer match about $119,612 at 4% or $79,741 at 6%.
2015111$3,797,496$128,338$11,667iApproximate average salary by contribution assumption: employee only about $291,677 at 4% or $194,452 at 6%; with 50% employer match about $194,452 at 4% or $129,634 at 6%; with 100% employer match about $145,839 at 4% or $97,226 at 6%.
Heise Jorgensen & Stefanelli, P.A. Profit Sharing Plan-11$3,797,496$128,338$11,667iApproximate average salary by contribution assumption: employee only about $291,677 at 4% or $194,452 at 6%; with 50% employer match about $194,452 at 4% or $129,634 at 6%; with 100% employer match about $145,839 at 4% or $97,226 at 6%.
2014112$3,715,785$113,306$9,442iApproximate average salary by contribution assumption: employee only about $236,054 at 4% or $157,369 at 6%; with 50% employer match about $157,369 at 4% or $104,913 at 6%; with 100% employer match about $118,027 at 4% or $78,685 at 6%.
Heise Jorgensen & Stefanelli, P.A. Profit Sharing Plan-12$3,715,785$113,306$9,442iApproximate average salary by contribution assumption: employee only about $236,054 at 4% or $157,369 at 6%; with 50% employer match about $157,369 at 4% or $104,913 at 6%; with 100% employer match about $118,027 at 4% or $78,685 at 6%.
2013114$3,617,425$160,807$11,486iApproximate average salary by contribution assumption: employee only about $287,155 at 4% or $191,437 at 6%; with 50% employer match about $191,437 at 4% or $127,625 at 6%; with 100% employer match about $143,578 at 4% or $95,718 at 6%.
Heise Jorgensen & Stefanelli, P.A. Profit Sharing Plan-14$3,617,425$160,807$11,486iApproximate average salary by contribution assumption: employee only about $287,155 at 4% or $191,437 at 6%; with 50% employer match about $191,437 at 4% or $127,625 at 6%; with 100% employer match about $143,578 at 4% or $95,718 at 6%.
2012117$3,046,918$138,575$8,151iApproximate average salary by contribution assumption: employee only about $203,787 at 4% or $135,858 at 6%; with 50% employer match about $135,858 at 4% or $90,572 at 6%; with 100% employer match about $101,893 at 4% or $67,929 at 6%.
Heise Jorgensen & Stefanelli, P.A. Profit Sharing Plan-17$3,046,918$138,575$8,151iApproximate average salary by contribution assumption: employee only about $203,787 at 4% or $135,858 at 6%; with 50% employer match about $135,858 at 4% or $90,572 at 6%; with 100% employer match about $101,893 at 4% or $67,929 at 6%.
2011116$3,763,118$101,650$6,353iApproximate average salary by contribution assumption: employee only about $158,828 at 4% or $105,885 at 6%; with 50% employer match about $105,885 at 4% or $70,590 at 6%; with 100% employer match about $79,414 at 4% or $52,943 at 6%.
Heise Jorgensen & Stefanelli, P.A. Profit Sharing Plan-16$3,763,118$101,650$6,353iApproximate average salary by contribution assumption: employee only about $158,828 at 4% or $105,885 at 6%; with 50% employer match about $105,885 at 4% or $70,590 at 6%; with 100% employer match about $79,414 at 4% or $52,943 at 6%.
2010113$3,742,407$106,908$8,224iApproximate average salary by contribution assumption: employee only about $205,592 at 4% or $137,062 at 6%; with 50% employer match about $137,062 at 4% or $91,374 at 6%; with 100% employer match about $102,796 at 4% or $68,531 at 6%.
Heise Jorgensen & Stefanelli, P.A. Profit Sharing Plan-13$3,742,407$106,908$8,224iApproximate average salary by contribution assumption: employee only about $205,592 at 4% or $137,062 at 6%; with 50% employer match about $137,062 at 4% or $91,374 at 6%; with 100% employer match about $102,796 at 4% or $68,531 at 6%.
2009118$3,592,973$121,923$6,774iApproximate average salary by contribution assumption: employee only about $169,338 at 4% or $112,892 at 6%; with 50% employer match about $112,892 at 4% or $75,261 at 6%; with 100% employer match about $84,669 at 4% or $56,446 at 6%.
Heise Jorgensen & Stefanelli, P.A. Profit Sharing Plan-18$3,592,973$121,923$6,774iApproximate average salary by contribution assumption: employee only about $169,338 at 4% or $112,892 at 6%; with 50% employer match about $112,892 at 4% or $75,261 at 6%; with 100% employer match about $84,669 at 4% or $56,446 at 6%.
2008114$2,830,937$128,561$9,183iApproximate average salary by contribution assumption: employee only about $229,573 at 4% or $153,049 at 6%; with 50% employer match about $153,049 at 4% or $102,033 at 6%; with 100% employer match about $114,787 at 4% or $76,524 at 6%.
Heise Jorgensen & Stefanelli, P.A. Profit Sharing Plan-14$2,830,937$128,561$9,183iApproximate average salary by contribution assumption: employee only about $229,573 at 4% or $153,049 at 6%; with 50% employer match about $153,049 at 4% or $102,033 at 6%; with 100% employer match about $114,787 at 4% or $76,524 at 6%.
2007118$4,092,987$163,460$9,081iApproximate average salary by contribution assumption: employee only about $227,028 at 4% or $151,352 at 6%; with 50% employer match about $151,352 at 4% or $100,901 at 6%; with 100% employer match about $113,514 at 4% or $75,676 at 6%.
Heise Jorgensen & Stefanelli, P.A. Profit Sharing Plan-18$4,092,987$163,460$9,081iApproximate average salary by contribution assumption: employee only about $227,028 at 4% or $151,352 at 6%; with 50% employer match about $151,352 at 4% or $100,901 at 6%; with 100% employer match about $113,514 at 4% or $75,676 at 6%.
2006128$3,756,569$174,729$6,240iApproximate average salary by contribution assumption: employee only about $156,008 at 4% or $104,005 at 6%; with 50% employer match about $104,005 at 4% or $69,337 at 6%; with 100% employer match about $78,004 at 4% or $52,003 at 6%.
Heise Jorgensen & Stefanelli, P.A. Profit Sharing Plan-28$3,756,569$174,729$6,240iApproximate average salary by contribution assumption: employee only about $156,008 at 4% or $104,005 at 6%; with 50% employer match about $104,005 at 4% or $69,337 at 6%; with 100% employer match about $78,004 at 4% or $52,003 at 6%.
2005113$3,306,746$170,437$13,111iApproximate average salary by contribution assumption: employee only about $327,763 at 4% or $218,509 at 6%; with 50% employer match about $218,509 at 4% or $145,673 at 6%; with 100% employer match about $163,882 at 4% or $109,254 at 6%.
Heise Jorgensen & Stefanelli, P.A. Profit Sharing Plan-13$3,306,746$170,437$13,111iApproximate average salary by contribution assumption: employee only about $327,763 at 4% or $218,509 at 6%; with 50% employer match about $218,509 at 4% or $145,673 at 6%; with 100% employer match about $163,882 at 4% or $109,254 at 6%.
2004113$2,873,343$155,807$11,985iApproximate average salary by contribution assumption: employee only about $299,629 at 4% or $199,753 at 6%; with 50% employer match about $199,753 at 4% or $133,168 at 6%; with 100% employer match about $149,814 at 4% or $99,876 at 6%.
Heise Jorgensen & Stefanelli, P.A. Profit Sharing Plan-13$2,873,343$155,807$11,985iApproximate average salary by contribution assumption: employee only about $299,629 at 4% or $199,753 at 6%; with 50% employer match about $199,753 at 4% or $133,168 at 6%; with 100% employer match about $149,814 at 4% or $99,876 at 6%.
2003113$2,502,534$184,361$14,182iApproximate average salary by contribution assumption: employee only about $354,540 at 4% or $236,360 at 6%; with 50% employer match about $236,360 at 4% or $157,574 at 6%; with 100% employer match about $177,270 at 4% or $118,180 at 6%.
Heise Jorgensen & Stefanelli, P.A. Profit Sharing Plan-13$2,502,534$184,361$14,182iApproximate average salary by contribution assumption: employee only about $354,540 at 4% or $236,360 at 6%; with 50% employer match about $236,360 at 4% or $157,574 at 6%; with 100% employer match about $177,270 at 4% or $118,180 at 6%.
2002112$1,960,544$125,507$10,459iApproximate average salary by contribution assumption: employee only about $261,473 at 4% or $174,315 at 6%; with 50% employer match about $174,315 at 4% or $116,210 at 6%; with 100% employer match about $130,736 at 4% or $87,158 at 6%.
Heise Jorgensen & Stefanelli, P.A. Profit Sharing Plan-12$1,960,544$125,507$10,459iApproximate average salary by contribution assumption: employee only about $261,473 at 4% or $174,315 at 6%; with 50% employer match about $174,315 at 4% or $116,210 at 6%; with 100% employer match about $130,736 at 4% or $87,158 at 6%.
2001111$2,247,213$102,830$9,348iApproximate average salary by contribution assumption: employee only about $233,705 at 4% or $155,803 at 6%; with 50% employer match about $155,803 at 4% or $103,869 at 6%; with 100% employer match about $116,852 at 4% or $77,902 at 6%.
Heise Jorgensen & Stefanelli, P.A. Profit Sharing Plan-11$2,247,213$102,830$9,348iApproximate average salary by contribution assumption: employee only about $233,705 at 4% or $155,803 at 6%; with 50% employer match about $155,803 at 4% or $103,869 at 6%; with 100% employer match about $116,852 at 4% or $77,902 at 6%.
2000114$2,405,865$87,379$6,241iApproximate average salary by contribution assumption: employee only about $156,034 at 4% or $104,023 at 6%; with 50% employer match about $104,023 at 4% or $69,348 at 6%; with 100% employer match about $78,017 at 4% or $52,011 at 6%.
Heise Jorgensen & Stefanelli, P.A. Profit Sharing Plan-14$2,405,865$87,379$6,241iApproximate average salary by contribution assumption: employee only about $156,034 at 4% or $104,023 at 6%; with 50% employer match about $104,023 at 4% or $69,348 at 6%; with 100% employer match about $78,017 at 4% or $52,011 at 6%.
1999114$2,458,562$101,224$7,230iApproximate average salary by contribution assumption: employee only about $180,757 at 4% or $120,505 at 6%; with 50% employer match about $120,505 at 4% or $80,337 at 6%; with 100% employer match about $90,379 at 4% or $60,252 at 6%.
Heise Jorgensen & Stefanelli, P.A. Profit Sharing Plan-14$2,458,562$101,224$7,230iApproximate average salary by contribution assumption: employee only about $180,757 at 4% or $120,505 at 6%; with 50% employer match about $120,505 at 4% or $80,337 at 6%; with 100% employer match about $90,379 at 4% or $60,252 at 6%.