Civic Intelligence

Squire & Heartfield Direct Inc.

Plan context: Jeremy Squire & Associates Ltd. Employee Stock Ownership Plan

EIN 54-1612558 • Haymarket, VA • 31 filings • 7 plans

5501 Merchants View SquareSte #750Haymarket, VA 20169
Current Snapshot

Latest Year

2019

2019 Participants

8

2019 Assets

$37,874

2019 Contributions

$324,158

Historical Graphs

Total Assets Over Time

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

$5,357,024$2,678,512$0199920122018YearValue
$37,874Latest year 2018

Participants Over Time

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

1050199920092018YearValue
8Latest year 2018

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
201910$0$0-
Jeremy Squire & Associates Ltd. Employee Stock Ownership Plan-0---
201818$37,874$0-
Jeremy Squire & Associates Ltd. Employee Stock Ownership Plan-8$37,874--
201728$891,416$0-
Jeremy Squire & Associates Ltd. Employee Stock Ownership Plan-8$891,416--
Squire & Heartfield Direct Profit Sharing Plan-0$0--
201629$5,357,024$324,158$36,018iApproximate average salary by contribution assumption: employee only about $900,439 at 4% or $600,293 at 6%; with 50% employer match about $600,293 at 4% or $400,195 at 6%; with 100% employer match about $450,219 at 4% or $300,146 at 6%.
Squire & Heartfield Direct Profit Sharing Plan-9$4,012,330$220,158$24,462iApproximate average salary by contribution assumption: employee only about $611,550 at 4% or $407,700 at 6%; with 50% employer match about $407,700 at 4% or $271,800 at 6%; with 100% employer match about $305,775 at 4% or $203,850 at 6%.
Jeremy Squire & Associates Ltd. Employee Stock Ownership Plan-8$1,344,694$104,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
201529$4,314,083$170,008$18,890iApproximate average salary by contribution assumption: employee only about $472,244 at 4% or $314,830 at 6%; with 50% employer match about $314,830 at 4% or $209,886 at 6%; with 100% employer match about $236,122 at 4% or $157,415 at 6%.
Squire & Heartfield Direct Profit Sharing Plan-9$3,309,390$140,008$15,556iApproximate average salary by contribution assumption: employee only about $388,911 at 4% or $259,274 at 6%; with 50% employer match about $259,274 at 4% or $172,849 at 6%; with 100% employer match about $194,456 at 4% or $129,637 at 6%.
Jeremy Squire & Associates Ltd. Employee Stock Ownership Plan-9$1,004,693$30,000$3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%.
2014210$4,115,247$203,319$20,332iApproximate average salary by contribution assumption: employee only about $508,298 at 4% or $338,865 at 6%; with 50% employer match about $338,865 at 4% or $225,910 at 6%; with 100% employer match about $254,149 at 4% or $169,433 at 6%.
Squire & Heartfield Direct Profit Sharing Plan-10$3,010,604$142,187$14,219iApproximate average salary by contribution assumption: employee only about $355,468 at 4% or $236,978 at 6%; with 50% employer match about $236,978 at 4% or $157,986 at 6%; with 100% employer match about $177,734 at 4% or $118,489 at 6%.
Jeremy Squire & Associates Ltd. Employee Stock Ownership Plan-9$1,104,643$61,132$6,792iApproximate average salary by contribution assumption: employee only about $169,811 at 4% or $113,207 at 6%; with 50% employer match about $113,207 at 4% or $75,472 at 6%; with 100% employer match about $84,906 at 4% or $56,604 at 6%.
2013210$5,126,914$162,669$16,267iApproximate average salary by contribution assumption: employee only about $406,673 at 4% or $271,115 at 6%; with 50% employer match about $271,115 at 4% or $180,743 at 6%; with 100% employer match about $203,336 at 4% or $135,558 at 6%.
Squire & Heartfield Direct Profit Sharing Plan-10$4,071,383$162,669$16,267iApproximate average salary by contribution assumption: employee only about $406,673 at 4% or $271,115 at 6%; with 50% employer match about $271,115 at 4% or $180,743 at 6%; with 100% employer match about $203,336 at 4% or $135,558 at 6%.
Jeremy Squire & Associates Ltd. Employee Stock Ownership Plan-10$1,055,531--
2012210$4,333,848$282,907$28,291iApproximate average salary by contribution assumption: employee only about $707,268 at 4% or $471,512 at 6%; with 50% employer match about $471,512 at 4% or $314,341 at 6%; with 100% employer match about $353,634 at 4% or $235,756 at 6%.
Squire & Heartfield Direct Profit Sharing Plan-10$3,228,317$282,907$28,291iApproximate average salary by contribution assumption: employee only about $707,268 at 4% or $471,512 at 6%; with 50% employer match about $471,512 at 4% or $314,341 at 6%; with 100% employer match about $353,634 at 4% or $235,756 at 6%.
Jeremy Squire & Associates Ltd. Employee Stock Ownership Plan-10$1,105,531--
2011210$4,194,669$248,517$24,852iApproximate average salary by contribution assumption: employee only about $621,293 at 4% or $414,195 at 6%; with 50% employer match about $414,195 at 4% or $276,130 at 6%; with 100% employer match about $310,646 at 4% or $207,098 at 6%.
Squire & Heartfield Direct Profit Sharing Plan-10$2,739,138$248,517$24,852iApproximate average salary by contribution assumption: employee only about $621,293 at 4% or $414,195 at 6%; with 50% employer match about $414,195 at 4% or $276,130 at 6%; with 100% employer match about $310,646 at 4% or $207,098 at 6%.
Jeremy Squire & Associates Ltd. Employee Stock Ownership Plan-10$1,455,531--
2010210$3,656,279$209,799$20,980iApproximate average salary by contribution assumption: employee only about $524,498 at 4% or $349,665 at 6%; with 50% employer match about $349,665 at 4% or $233,110 at 6%; with 100% employer match about $262,249 at 4% or $174,833 at 6%.
Squire & Heartfield Direct Profit Sharing Plan-10$2,122,816$189,799$18,980iApproximate average salary by contribution assumption: employee only about $474,498 at 4% or $316,332 at 6%; with 50% employer match about $316,332 at 4% or $210,888 at 6%; with 100% employer match about $237,249 at 4% or $158,166 at 6%.
Jeremy Squire & Associates Ltd. Employee Stock Ownership Plan-10$1,533,463$20,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
200915$606,237$0-
Squire & Heartfield Direct Profit Sharing Plan-5$606,237--
200815$0$0-
Squire & Heartfield Direct Profit Sharing Plan-5---
200715$0$0-
Squire & Heartfield Direct Profit Sharing Plan-5---
200615$0$0-
Squire & Heartfield Direct Profit Sharing Plan-5---
200515$606,697$0-
Squire & Heartfield Direct Profit Sharing Plan-5$606,697--
200415$563,497$0-
Squire & Heartfield Direct Profit Sharing Plan-5$563,497--
200326$0$0-
Squire & Heartfield Direct Profit Sharing Plan-6---
JEREMY SQUIRE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN-0---
200229$0$0-
JEREMY SQUIRE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN-8---
Squire & Heartfield Direct Profit Sharing Plan-9---
200118$0$0-
Squire & Heartfield Direct Profit Sharing Plan-8---
200019$698,359$93,038$10,338iApproximate average salary by contribution assumption: employee only about $258,439 at 4% or $172,293 at 6%; with 50% employer match about $172,293 at 4% or $114,862 at 6%; with 100% employer match about $129,219 at 4% or $86,146 at 6%.
Squire & Heartfield Direct Profit Sharing Plan-9$698,359$93,038$10,338iApproximate average salary by contribution assumption: employee only about $258,439 at 4% or $172,293 at 6%; with 50% employer match about $172,293 at 4% or $114,862 at 6%; with 100% employer match about $129,219 at 4% or $86,146 at 6%.
199917$748,087$79,134$11,305iApproximate average salary by contribution assumption: employee only about $282,621 at 4% or $188,414 at 6%; with 50% employer match about $188,414 at 4% or $125,610 at 6%; with 100% employer match about $141,311 at 4% or $94,207 at 6%.
Squire & Heartfield Direct Profit Sharing Plan-7$748,087$79,134$11,305iApproximate average salary by contribution assumption: employee only about $282,621 at 4% or $188,414 at 6%; with 50% employer match about $188,414 at 4% or $125,610 at 6%; with 100% employer match about $141,311 at 4% or $94,207 at 6%.