Civic Intelligence

Thomas L. Heeney, Chartered

Plan context: Thomas L. Heeney, Chartered 401K Profit Sharing Plan & Trust

EIN 52-2340315 • Rockville, MD • 18 filings • 5 plans

29 Wood LnRockville, MD 20850-2228
Current Snapshot

Latest Year

2011

2011 Participants

4

2011 Assets

$1,664,929

2011 Contributions

$183,084

Historical Graphs

Total Assets Over Time

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

$2,298,193$1,149,097$0200320062010YearValue
$1,664,929Latest year 2010

Participants Over Time

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

420200220062010YearValue
4Latest year 2010

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
201110$0$0-
Thomas L. Heeney, Chartered 401K Profit Sharing Plan & Trust-0$0$0-
201034$1,664,929$0-
Thomas L. Heeney, Chartered 401K Profit Sharing Plan & Trust-4$1,634,045$0-
The Law Office of Thomas L. Heeney, Chartered Defined Benefit Pension Plan and Trust-4$30,884$0-
The Law Office of Thomas L. Heeney, Chartered Defined Benefit Pension Plan and Trust-0$0$0-
200924$2,298,193$0-
Thomas L. Heeney, Chartered 401K Profit Sharing Plan & Trust-3$1,438,930$0-
The Law Office of Thomas L. Heeney, Chartered Defined Benefit Pension Plan and Trust-4$859,263$0-
200824$1,137,923$0-
Thomas L. Heeney, Chartered 401K Profit Sharing Plan & Trust-4$1,137,923--
The Law Office of Thomas L. Heeney, Chartered Defined Benefit Pension Plan and Trust-4---
200723$0$0-
The Law Office of Thomas L. Heeney, Chartered Defined Benefit Pension Plan and Trust-3---
Thomas L. Heeney, Chartered 401K Profit Sharing Plan & Trust-3---
200623$2,256,990$183,084$61,028iApproximate average salary by contribution assumption: employee only about $1,525,700 at 4% or $1,017,133 at 6%; with 50% employer match about $1,017,133 at 4% or $678,089 at 6%; with 100% employer match about $762,850 at 4% or $508,567 at 6%.
Thomas L. Heeney, Chartered 401K Profit Sharing Plan & Trust-3$1,651,904--
The Law Office of Thomas L. Heeney, Chartered Defined Benefit Pension Plan and Trust-3$605,086$183,084$61,028iApproximate average salary by contribution assumption: employee only about $1,525,700 at 4% or $1,017,133 at 6%; with 50% employer match about $1,017,133 at 4% or $678,089 at 6%; with 100% employer match about $762,850 at 4% or $508,567 at 6%.
200523$1,830,531$179,547$59,849iApproximate average salary by contribution assumption: employee only about $1,496,225 at 4% or $997,483 at 6%; with 50% employer match about $997,483 at 4% or $664,989 at 6%; with 100% employer match about $748,113 at 4% or $498,742 at 6%.
Thomas L. Heeney, Chartered 401K Profit Sharing Plan & Trust-3$1,463,616--
The Law Office of Thomas L. Heeney, Chartered Defined Benefit Pension Plan and Trust-3$366,915$179,547$59,849iApproximate average salary by contribution assumption: employee only about $1,496,225 at 4% or $997,483 at 6%; with 50% employer match about $997,483 at 4% or $664,989 at 6%; with 100% employer match about $748,113 at 4% or $498,742 at 6%.
200423$1,521,958$175,948$58,649iApproximate average salary by contribution assumption: employee only about $1,466,233 at 4% or $977,489 at 6%; with 50% employer match about $977,489 at 4% or $651,659 at 6%; with 100% employer match about $733,117 at 4% or $488,744 at 6%.
Thomas L. Heeney, Chartered 401K Profit Sharing Plan & Trust-3$1,345,332--
The Law Office of Thomas L. Heeney, Chartered Defined Benefit Pension Plan and Trust-3$176,626$175,948$58,649iApproximate average salary by contribution assumption: employee only about $1,466,233 at 4% or $977,489 at 6%; with 50% employer match about $977,489 at 4% or $651,659 at 6%; with 100% employer match about $733,117 at 4% or $488,744 at 6%.
200313$1,243,150$1,124,680$374,893iApproximate average salary by contribution assumption: employee only about $9,372,333 at 4% or $6,248,222 at 6%; with 50% employer match about $6,248,222 at 4% or $4,165,481 at 6%; with 100% employer match about $4,686,167 at 4% or $3,124,111 at 6%.
Thomas L. Heeney, Chartered 401K Profit Sharing Plan & Trust-3$1,243,150$1,124,680$374,893iApproximate average salary by contribution assumption: employee only about $9,372,333 at 4% or $6,248,222 at 6%; with 50% employer match about $6,248,222 at 4% or $4,165,481 at 6%; with 100% employer match about $4,686,167 at 4% or $3,124,111 at 6%.
200213$0$0-
Thomas L. Heeney, Chartered 401K Profit Sharing Plan & Trust-3---