Civic Intelligence

Heroux & Company LLP

Plan context: Heroux & Company LLP 401(K) Profit Sharing Plan

EIN 56-2082565 • Raleigh, NC • 19 filings • 4 plans

4700 Falls Of Neuse RoadSuite 110Raleigh, NC 27609
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$2,997,929

2024 Contributions

$149,631

Historical Graphs

Total Assets Over Time

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

$2,997,929$1,498,965$0200620162024YearValue
$2,997,929Latest year 2024

Participants Over Time

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

1160200620152024YearValue
11Latest year 2024

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
2024111$2,997,929$149,631$13,603iApproximate average salary by contribution assumption: employee only about $340,070 at 4% or $226,714 at 6%; with 50% employer match about $226,714 at 4% or $151,142 at 6%; with 100% employer match about $170,035 at 4% or $113,357 at 6%.
Heroux & Company LLP 401(K) Profit Sharing Plan-11$2,997,929$149,631$13,603iApproximate average salary by contribution assumption: employee only about $340,070 at 4% or $226,714 at 6%; with 50% employer match about $226,714 at 4% or $151,142 at 6%; with 100% employer match about $170,035 at 4% or $113,357 at 6%.
202318$2,246,538$139,135$17,392iApproximate average salary by contribution assumption: employee only about $434,797 at 4% or $289,865 at 6%; with 50% employer match about $289,865 at 4% or $193,243 at 6%; with 100% employer match about $217,398 at 4% or $144,932 at 6%.
Heroux & Company LLP 401(K) Profit Sharing Plan-8$2,246,538$139,135$17,392iApproximate average salary by contribution assumption: employee only about $434,797 at 4% or $289,865 at 6%; with 50% employer match about $289,865 at 4% or $193,243 at 6%; with 100% employer match about $217,398 at 4% or $144,932 at 6%.
202218$1,523,617$135,374$16,922iApproximate average salary by contribution assumption: employee only about $423,044 at 4% or $282,029 at 6%; with 50% employer match about $282,029 at 4% or $188,019 at 6%; with 100% employer match about $211,522 at 4% or $141,015 at 6%.
Heroux & Company LLP 401(K) Profit Sharing Plan-8$1,523,617$135,374$16,922iApproximate average salary by contribution assumption: employee only about $423,044 at 4% or $282,029 at 6%; with 50% employer match about $282,029 at 4% or $188,019 at 6%; with 100% employer match about $211,522 at 4% or $141,015 at 6%.
202118$1,885,625$119,606$14,951iApproximate average salary by contribution assumption: employee only about $373,769 at 4% or $249,179 at 6%; with 50% employer match about $249,179 at 4% or $166,119 at 6%; with 100% employer match about $186,884 at 4% or $124,590 at 6%.
Heroux & Company LLP 401(K) Profit Sharing Plan-8$1,885,625$119,606$14,951iApproximate average salary by contribution assumption: employee only about $373,769 at 4% or $249,179 at 6%; with 50% employer match about $249,179 at 4% or $166,119 at 6%; with 100% employer match about $186,884 at 4% or $124,590 at 6%.
202017$1,465,258$109,392$15,627iApproximate average salary by contribution assumption: employee only about $390,686 at 4% or $260,457 at 6%; with 50% employer match about $260,457 at 4% or $173,638 at 6%; with 100% employer match about $195,343 at 4% or $130,229 at 6%.
Heroux & Company LLP 401(K) Profit Sharing Plan-7$1,465,258$109,392$15,627iApproximate average salary by contribution assumption: employee only about $390,686 at 4% or $260,457 at 6%; with 50% employer match about $260,457 at 4% or $173,638 at 6%; with 100% employer match about $195,343 at 4% or $130,229 at 6%.
201918$1,130,317$105,940$13,243iApproximate average salary by contribution assumption: employee only about $331,063 at 4% or $220,708 at 6%; with 50% employer match about $220,708 at 4% or $147,139 at 6%; with 100% employer match about $165,531 at 4% or $110,354 at 6%.
Heroux & Company LLP 401(K) Profit Sharing Plan-8$1,130,317$105,940$13,243iApproximate average salary by contribution assumption: employee only about $331,063 at 4% or $220,708 at 6%; with 50% employer match about $220,708 at 4% or $147,139 at 6%; with 100% employer match about $165,531 at 4% or $110,354 at 6%.
201816$890,127$96,891$16,149iApproximate average salary by contribution assumption: employee only about $403,713 at 4% or $269,142 at 6%; with 50% employer match about $269,142 at 4% or $179,428 at 6%; with 100% employer match about $201,856 at 4% or $134,571 at 6%.
Heroux & Company LLP 401(K) Profit Sharing Plan-6$890,127$96,891$16,149iApproximate average salary by contribution assumption: employee only about $403,713 at 4% or $269,142 at 6%; with 50% employer match about $269,142 at 4% or $179,428 at 6%; with 100% employer match about $201,856 at 4% or $134,571 at 6%.
201716$919,313$109,987$18,331iApproximate average salary by contribution assumption: employee only about $458,279 at 4% or $305,519 at 6%; with 50% employer match about $305,519 at 4% or $203,680 at 6%; with 100% employer match about $229,140 at 4% or $152,760 at 6%.
Heroux & Company LLP 401(K) Profit Sharing Plan-6$919,313$109,987$18,331iApproximate average salary by contribution assumption: employee only about $458,279 at 4% or $305,519 at 6%; with 50% employer match about $305,519 at 4% or $203,680 at 6%; with 100% employer match about $229,140 at 4% or $152,760 at 6%.
201616$680,225$89,983$14,997iApproximate average salary by contribution assumption: employee only about $374,929 at 4% or $249,953 at 6%; with 50% employer match about $249,953 at 4% or $166,635 at 6%; with 100% employer match about $187,465 at 4% or $124,976 at 6%.
Heroux & Company LLP 401(K) Profit Sharing Plan-6$680,225$89,983$14,997iApproximate average salary by contribution assumption: employee only about $374,929 at 4% or $249,953 at 6%; with 50% employer match about $249,953 at 4% or $166,635 at 6%; with 100% employer match about $187,465 at 4% or $124,976 at 6%.
201514$599,193$72,688$18,172iApproximate average salary by contribution assumption: employee only about $454,300 at 4% or $302,867 at 6%; with 50% employer match about $302,867 at 4% or $201,911 at 6%; with 100% employer match about $227,150 at 4% or $151,433 at 6%.
Heroux & Company LLP 401(K) Profit Sharing Plan-4$599,193$72,688$18,172iApproximate average salary by contribution assumption: employee only about $454,300 at 4% or $302,867 at 6%; with 50% employer match about $302,867 at 4% or $201,911 at 6%; with 100% employer match about $227,150 at 4% or $151,433 at 6%.
201414$530,152$66,849$16,712iApproximate average salary by contribution assumption: employee only about $417,806 at 4% or $278,538 at 6%; with 50% employer match about $278,538 at 4% or $185,692 at 6%; with 100% employer match about $208,903 at 4% or $139,269 at 6%.
Heroux & Company LLP 401(K) Profit Sharing Plan-4$530,152$66,849$16,712iApproximate average salary by contribution assumption: employee only about $417,806 at 4% or $278,538 at 6%; with 50% employer match about $278,538 at 4% or $185,692 at 6%; with 100% employer match about $208,903 at 4% or $139,269 at 6%.
201314$441,130$66,750$16,688iApproximate average salary by contribution assumption: employee only about $417,188 at 4% or $278,125 at 6%; with 50% employer match about $278,125 at 4% or $185,417 at 6%; with 100% employer match about $208,594 at 4% or $139,063 at 6%.
Heroux & Company LLP 401(K) Profit Sharing Plan-4$441,130$66,750$16,688iApproximate average salary by contribution assumption: employee only about $417,188 at 4% or $278,125 at 6%; with 50% employer match about $278,125 at 4% or $185,417 at 6%; with 100% employer match about $208,594 at 4% or $139,063 at 6%.
201214$318,465$59,799$14,950iApproximate average salary by contribution assumption: employee only about $373,744 at 4% or $249,163 at 6%; with 50% employer match about $249,163 at 4% or $166,108 at 6%; with 100% employer match about $186,872 at 4% or $124,581 at 6%.
Heroux & Company LLP 401(K) Profit Sharing Plan-4$318,465$59,799$14,950iApproximate average salary by contribution assumption: employee only about $373,744 at 4% or $249,163 at 6%; with 50% employer match about $249,163 at 4% or $166,108 at 6%; with 100% employer match about $186,872 at 4% or $124,581 at 6%.
201115$254,158$58,954$11,791iApproximate average salary by contribution assumption: employee only about $294,770 at 4% or $196,513 at 6%; with 50% employer match about $196,513 at 4% or $131,009 at 6%; with 100% employer match about $147,385 at 4% or $98,257 at 6%.
Heroux & Company LLP 401(K) Profit Sharing Plan-5$254,158$58,954$11,791iApproximate average salary by contribution assumption: employee only about $294,770 at 4% or $196,513 at 6%; with 50% employer match about $196,513 at 4% or $131,009 at 6%; with 100% employer match about $147,385 at 4% or $98,257 at 6%.
201016$199,155$45,478$7,580iApproximate average salary by contribution assumption: employee only about $189,492 at 4% or $126,328 at 6%; with 50% employer match about $126,328 at 4% or $84,219 at 6%; with 100% employer match about $94,746 at 4% or $63,164 at 6%.
Heroux & Company LLP 401(K) Profit Sharing Plan-6$199,155$45,478$7,580iApproximate average salary by contribution assumption: employee only about $189,492 at 4% or $126,328 at 6%; with 50% employer match about $126,328 at 4% or $84,219 at 6%; with 100% employer match about $94,746 at 4% or $63,164 at 6%.
200916$148,770$39,720$6,620iApproximate average salary by contribution assumption: employee only about $165,500 at 4% or $110,333 at 6%; with 50% employer match about $110,333 at 4% or $73,556 at 6%; with 100% employer match about $82,750 at 4% or $55,167 at 6%.
Heroux & Company LLP 401(K) Profit Sharing Plan-6$148,770$39,720$6,620iApproximate average salary by contribution assumption: employee only about $165,500 at 4% or $110,333 at 6%; with 50% employer match about $110,333 at 4% or $73,556 at 6%; with 100% employer match about $82,750 at 4% or $55,167 at 6%.
200816$88,031$43,777$7,296iApproximate average salary by contribution assumption: employee only about $182,404 at 4% or $121,603 at 6%; with 50% employer match about $121,603 at 4% or $81,069 at 6%; with 100% employer match about $91,202 at 4% or $60,801 at 6%.
Heroux & Company LLP 401(K) Profit Sharing Plan-6$88,031$43,777$7,296iApproximate average salary by contribution assumption: employee only about $182,404 at 4% or $121,603 at 6%; with 50% employer match about $121,603 at 4% or $81,069 at 6%; with 100% employer match about $91,202 at 4% or $60,801 at 6%.
200714$0$0-
Heroux & Company LLP 401(K) Profit Sharing Plan-4---
200614$30,440$29,336$7,334iApproximate average salary by contribution assumption: employee only about $183,350 at 4% or $122,233 at 6%; with 50% employer match about $122,233 at 4% or $81,489 at 6%; with 100% employer match about $91,675 at 4% or $61,117 at 6%.
Heroux & Company LLP 401(K) Profit Sharing Plan-4$30,440$29,336$7,334iApproximate average salary by contribution assumption: employee only about $183,350 at 4% or $122,233 at 6%; with 50% employer match about $122,233 at 4% or $81,489 at 6%; with 100% employer match about $91,675 at 4% or $61,117 at 6%.