Civic Intelligence

Heinz-Daniel Associates Inc.

Plan context: Heinz-Daniel Associates Inc. 401K Profit Sharing Plan

EIN 58-0876936 • Atlanta, GA • 19 filings • 2 plans

3825 Paces Walk, Suite 200Atlanta, GA 30339
Current Snapshot

Latest Year

2018

2018 Participants

7

2018 Assets

$2,236,865

2018 Contributions

$68,902

Historical Graphs

Total Assets Over Time

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

$3,449,354$1,724,677$0199920122017YearValue
$2,236,865Latest year 2017

Participants Over Time

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

840199920092017YearValue
7Latest year 2017

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
201810$0$68,902-
Heinz-Daniel Associates Inc. 401K Profit Sharing Plan-0$0$68,902-
201717$2,236,865$58,183$8,312iApproximate average salary by contribution assumption: employee only about $207,796 at 4% or $138,531 at 6%; with 50% employer match about $138,531 at 4% or $92,354 at 6%; with 100% employer match about $103,898 at 4% or $69,265 at 6%.
Heinz-Daniel Associates Inc. 401K Profit Sharing Plan-7$2,236,865$58,183$8,312iApproximate average salary by contribution assumption: employee only about $207,796 at 4% or $138,531 at 6%; with 50% employer match about $138,531 at 4% or $92,354 at 6%; with 100% employer match about $103,898 at 4% or $69,265 at 6%.
201617$2,077,375$80,609$11,516iApproximate average salary by contribution assumption: employee only about $287,889 at 4% or $191,926 at 6%; with 50% employer match about $191,926 at 4% or $127,951 at 6%; with 100% employer match about $143,945 at 4% or $95,963 at 6%.
Heinz-Daniel Associates Inc. 401K Profit Sharing Plan-7$2,077,375$80,609$11,516iApproximate average salary by contribution assumption: employee only about $287,889 at 4% or $191,926 at 6%; with 50% employer match about $191,926 at 4% or $127,951 at 6%; with 100% employer match about $143,945 at 4% or $95,963 at 6%.
201517$1,869,624$57,575$8,225iApproximate average salary by contribution assumption: employee only about $205,625 at 4% or $137,083 at 6%; with 50% employer match about $137,083 at 4% or $91,389 at 6%; with 100% employer match about $102,813 at 4% or $68,542 at 6%.
Heinz-Daniel Associates Inc. 401K Profit Sharing Plan-7$1,869,624$57,575$8,225iApproximate average salary by contribution assumption: employee only about $205,625 at 4% or $137,083 at 6%; with 50% employer match about $137,083 at 4% or $91,389 at 6%; with 100% employer match about $102,813 at 4% or $68,542 at 6%.
201416$2,300,959$78,767$13,128iApproximate average salary by contribution assumption: employee only about $328,196 at 4% or $218,797 at 6%; with 50% employer match about $218,797 at 4% or $145,865 at 6%; with 100% employer match about $164,098 at 4% or $109,399 at 6%.
Heinz-Daniel Associates Inc. 401K Profit Sharing Plan-6$2,300,959$78,767$13,128iApproximate average salary by contribution assumption: employee only about $328,196 at 4% or $218,797 at 6%; with 50% employer match about $218,797 at 4% or $145,865 at 6%; with 100% employer match about $164,098 at 4% or $109,399 at 6%.
201318$3,449,354$83,503$10,438iApproximate average salary by contribution assumption: employee only about $260,947 at 4% or $173,965 at 6%; with 50% employer match about $173,965 at 4% or $115,976 at 6%; with 100% employer match about $130,473 at 4% or $86,982 at 6%.
Heinz-Daniel Associates Inc. 401K Profit Sharing Plan-8$3,449,354$83,503$10,438iApproximate average salary by contribution assumption: employee only about $260,947 at 4% or $173,965 at 6%; with 50% employer match about $173,965 at 4% or $115,976 at 6%; with 100% employer match about $130,473 at 4% or $86,982 at 6%.
201218$3,271,536$95,204$11,901iApproximate average salary by contribution assumption: employee only about $297,513 at 4% or $198,342 at 6%; with 50% employer match about $198,342 at 4% or $132,228 at 6%; with 100% employer match about $148,756 at 4% or $99,171 at 6%.
Heinz-Daniel Associates Inc. 401K Profit Sharing Plan-8$3,271,536$95,204$11,901iApproximate average salary by contribution assumption: employee only about $297,513 at 4% or $198,342 at 6%; with 50% employer match about $198,342 at 4% or $132,228 at 6%; with 100% employer match about $148,756 at 4% or $99,171 at 6%.
201118$3,015,999$187,744$23,468iApproximate average salary by contribution assumption: employee only about $586,700 at 4% or $391,133 at 6%; with 50% employer match about $391,133 at 4% or $260,756 at 6%; with 100% employer match about $293,350 at 4% or $195,567 at 6%.
Heinz-Daniel Associates Inc. 401K Profit Sharing Plan-8$3,015,999$187,744$23,468iApproximate average salary by contribution assumption: employee only about $586,700 at 4% or $391,133 at 6%; with 50% employer match about $391,133 at 4% or $260,756 at 6%; with 100% employer match about $293,350 at 4% or $195,567 at 6%.
201018$2,623,916$184,272$23,034iApproximate average salary by contribution assumption: employee only about $575,850 at 4% or $383,900 at 6%; with 50% employer match about $383,900 at 4% or $255,933 at 6%; with 100% employer match about $287,925 at 4% or $191,950 at 6%.
Heinz-Daniel Associates Inc. 401K Profit Sharing Plan-8$2,623,916$184,272$23,034iApproximate average salary by contribution assumption: employee only about $575,850 at 4% or $383,900 at 6%; with 50% employer match about $383,900 at 4% or $255,933 at 6%; with 100% employer match about $287,925 at 4% or $191,950 at 6%.
200918$2,205,254$217,319$27,165iApproximate average salary by contribution assumption: employee only about $679,122 at 4% or $452,748 at 6%; with 50% employer match about $452,748 at 4% or $301,832 at 6%; with 100% employer match about $339,561 at 4% or $226,374 at 6%.
Heinz-Daniel Associates Inc. 401K Profit Sharing Plan-8$2,205,254$217,319$27,165iApproximate average salary by contribution assumption: employee only about $679,122 at 4% or $452,748 at 6%; with 50% employer match about $452,748 at 4% or $301,832 at 6%; with 100% employer match about $339,561 at 4% or $226,374 at 6%.
200817$0$0-
Heinz-Daniel Associates Inc. 401K Profit Sharing Plan-7---
200717$0$0-
Heinz-Daniel Associates Inc. 401K Profit Sharing Plan-7---
200616$2,478,003$157,697$26,283iApproximate average salary by contribution assumption: employee only about $657,071 at 4% or $438,047 at 6%; with 50% employer match about $438,047 at 4% or $292,031 at 6%; with 100% employer match about $328,535 at 4% or $219,024 at 6%.
Heinz-Daniel Associates Inc. 401K Profit Sharing Plan-6$2,478,003$157,697$26,283iApproximate average salary by contribution assumption: employee only about $657,071 at 4% or $438,047 at 6%; with 50% employer match about $438,047 at 4% or $292,031 at 6%; with 100% employer match about $328,535 at 4% or $219,024 at 6%.
200417$1,953,271$115,923$16,560iApproximate average salary by contribution assumption: employee only about $414,011 at 4% or $276,007 at 6%; with 50% employer match about $276,007 at 4% or $184,005 at 6%; with 100% employer match about $207,005 at 4% or $138,004 at 6%.
Heinz-Daniel Associates Inc. 401K Profit Sharing Plan-7$1,953,271$115,923$16,560iApproximate average salary by contribution assumption: employee only about $414,011 at 4% or $276,007 at 6%; with 50% employer match about $276,007 at 4% or $184,005 at 6%; with 100% employer match about $207,005 at 4% or $138,004 at 6%.
200317$0$0-
Heinz-Daniel Associates Inc. 401K Profit Sharing Plan-7---
200215$0$0-
Heinz-Daniel Associates Inc. 401K Profit Sharing Plan-5---
200116$0$0-
Heinz-Daniel Associates Inc. 401K Profit Sharing Plan-6---
200016$0$0-
Heinz-Daniel Associates Inc. 401K Profit Sharing Plan-6---
199916$2,630,656$81,447$13,575iApproximate average salary by contribution assumption: employee only about $339,363 at 4% or $226,242 at 6%; with 50% employer match about $226,242 at 4% or $150,828 at 6%; with 100% employer match about $169,681 at 4% or $113,121 at 6%.
Heinz-Daniel Associates Inc. 401K Profit Sharing Plan-6$2,630,656$81,447$13,575iApproximate average salary by contribution assumption: employee only about $339,363 at 4% or $226,242 at 6%; with 50% employer match about $226,242 at 4% or $150,828 at 6%; with 100% employer match about $169,681 at 4% or $113,121 at 6%.