Karl a. Heinzelmann, D.D.S. PC.
Plan context: Karl a. Heinzelmann, D.D.S. PC. 401K Profit Sharing Plan
EIN 58-1678154 • Roswell, GA • 30 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$8,402,801
2024 Contributions
$420,781
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 14 | $8,402,801 | $420,781 | $30,056iApproximate average salary by contribution assumption: employee only about $751,395 at 4% or $500,930 at 6%; with 50% employer match about $500,930 at 4% or $333,953 at 6%; with 100% employer match about $375,697 at 4% or $250,465 at 6%. |
| Karl a. Heinzelmann, D.D.S. PC. 401K Profit Sharing Plan | - | 14 | $6,549,139 | $106,997 | $7,643iApproximate average salary by contribution assumption: employee only about $191,066 at 4% or $127,377 at 6%; with 50% employer match about $127,377 at 4% or $84,918 at 6%; with 100% employer match about $95,533 at 4% or $63,689 at 6%. |
| KARL A. HEINZELMANN, D.D.S., P.C. CASH BALANCE PLAN | - | 10 | $1,853,662 | $313,784 | $31,378iApproximate average salary by contribution assumption: employee only about $784,460 at 4% or $522,973 at 6%; with 50% employer match about $522,973 at 4% or $348,649 at 6%; with 100% employer match about $392,230 at 4% or $261,487 at 6%. |
| 2023 | 2 | 13 | $7,136,430 | $438,198 | $33,708iApproximate average salary by contribution assumption: employee only about $842,688 at 4% or $561,792 at 6%; with 50% employer match about $561,792 at 4% or $374,528 at 6%; with 100% employer match about $421,344 at 4% or $280,896 at 6%. |
| Karl a. Heinzelmann, D.D.S. PC. 401K Profit Sharing Plan | - | 13 | $5,787,840 | $108,198 | $8,323iApproximate average salary by contribution assumption: employee only about $208,073 at 4% or $138,715 at 6%; with 50% employer match about $138,715 at 4% or $92,477 at 6%; with 100% employer match about $104,037 at 4% or $69,358 at 6%. |
| KARL A. HEINZELMANN, D.D.S., P.C. CASH BALANCE PLAN | - | 10 | $1,348,590 | $330,000 | $33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%. |
| 2022 | 2 | 11 | $5,628,023 | $362,725 | $32,975iApproximate average salary by contribution assumption: employee only about $824,375 at 4% or $549,583 at 6%; with 50% employer match about $549,583 at 4% or $366,389 at 6%; with 100% employer match about $412,188 at 4% or $274,792 at 6%. |
| Karl a. Heinzelmann, D.D.S. PC. 401K Profit Sharing Plan | - | 11 | $4,801,248 | $134,725 | $12,248iApproximate average salary by contribution assumption: employee only about $306,193 at 4% or $204,129 at 6%; with 50% employer match about $204,129 at 4% or $136,086 at 6%; with 100% employer match about $153,097 at 4% or $102,064 at 6%. |
| KARL A. HEINZELMANN, D.D.S., P.C. CASH BALANCE PLAN | - | 9 | $826,775 | $228,000 | $25,333iApproximate average salary by contribution assumption: employee only about $633,333 at 4% or $422,222 at 6%; with 50% employer match about $422,222 at 4% or $281,481 at 6%; with 100% employer match about $316,667 at 4% or $211,111 at 6%. |
| 2021 | 2 | 10 | $6,457,973 | $359,213 | $35,921iApproximate average salary by contribution assumption: employee only about $898,033 at 4% or $598,688 at 6%; with 50% employer match about $598,688 at 4% or $399,126 at 6%; with 100% employer match about $449,016 at 4% or $299,344 at 6%. |
| Karl a. Heinzelmann, D.D.S. PC. 401K Profit Sharing Plan | - | 10 | $5,714,492 | $143,213 | $14,321iApproximate average salary by contribution assumption: employee only about $358,033 at 4% or $238,688 at 6%; with 50% employer match about $238,688 at 4% or $159,126 at 6%; with 100% employer match about $179,016 at 4% or $119,344 at 6%. |
| KARL A. HEINZELMANN, D.D.S., P.C. CASH BALANCE PLAN | - | 10 | $743,481 | $216,000 | $21,600iApproximate average salary by contribution assumption: employee only about $540,000 at 4% or $360,000 at 6%; with 50% employer match about $360,000 at 4% or $240,000 at 6%; with 100% employer match about $270,000 at 4% or $180,000 at 6%. |
| 2020 | 2 | 11 | $5,273,596 | $365,020 | $33,184iApproximate average salary by contribution assumption: employee only about $829,591 at 4% or $553,061 at 6%; with 50% employer match about $553,061 at 4% or $368,707 at 6%; with 100% employer match about $414,795 at 4% or $276,530 at 6%. |
| Karl a. Heinzelmann, D.D.S. PC. 401K Profit Sharing Plan | - | 11 | $4,823,793 | $139,192 | $12,654iApproximate average salary by contribution assumption: employee only about $316,345 at 4% or $210,897 at 6%; with 50% employer match about $210,897 at 4% or $140,598 at 6%; with 100% employer match about $158,173 at 4% or $105,448 at 6%. |
| KARL A. HEINZELMANN, D.D.S., P.C. CASH BALANCE PLAN | - | 10 | $449,803 | $225,828 | $22,583iApproximate average salary by contribution assumption: employee only about $564,570 at 4% or $376,380 at 6%; with 50% employer match about $376,380 at 4% or $250,920 at 6%; with 100% employer match about $282,285 at 4% or $188,190 at 6%. |
| 2019 | 2 | 11 | $4,164,863 | $317,845 | $28,895iApproximate average salary by contribution assumption: employee only about $722,375 at 4% or $481,583 at 6%; with 50% employer match about $481,583 at 4% or $321,056 at 6%; with 100% employer match about $361,188 at 4% or $240,792 at 6%. |
| Karl a. Heinzelmann, D.D.S. PC. 401K Profit Sharing Plan | - | 11 | $3,982,113 | $144,143 | $13,104iApproximate average salary by contribution assumption: employee only about $327,598 at 4% or $218,398 at 6%; with 50% employer match about $218,398 at 4% or $145,599 at 6%; with 100% employer match about $163,799 at 4% or $109,199 at 6%. |
| KARL A. HEINZELMANN, D.D.S., P.C. CASH BALANCE PLAN | - | 10 | $182,750 | $173,702 | $17,370iApproximate average salary by contribution assumption: employee only about $434,255 at 4% or $289,503 at 6%; with 50% employer match about $289,503 at 4% or $193,002 at 6%; with 100% employer match about $217,128 at 4% or $144,752 at 6%. |
| 2018 | 1 | 11 | $3,132,335 | $133,711 | $12,156iApproximate average salary by contribution assumption: employee only about $303,889 at 4% or $202,592 at 6%; with 50% employer match about $202,592 at 4% or $135,062 at 6%; with 100% employer match about $151,944 at 4% or $101,296 at 6%. |
| Karl a. Heinzelmann, D.D.S. PC. 401K Profit Sharing Plan | - | 11 | $3,132,335 | $133,711 | $12,156iApproximate average salary by contribution assumption: employee only about $303,889 at 4% or $202,592 at 6%; with 50% employer match about $202,592 at 4% or $135,062 at 6%; with 100% employer match about $151,944 at 4% or $101,296 at 6%. |
| 2017 | 1 | 9 | $3,287,813 | $113,431 | $12,603iApproximate average salary by contribution assumption: employee only about $315,086 at 4% or $210,057 at 6%; with 50% employer match about $210,057 at 4% or $140,038 at 6%; with 100% employer match about $157,543 at 4% or $105,029 at 6%. |
| Karl a. Heinzelmann, D.D.S. PC. 401K Profit Sharing Plan | - | 9 | $3,287,813 | $113,431 | $12,603iApproximate average salary by contribution assumption: employee only about $315,086 at 4% or $210,057 at 6%; with 50% employer match about $210,057 at 4% or $140,038 at 6%; with 100% employer match about $157,543 at 4% or $105,029 at 6%. |
| 2016 | 1 | 10 | $2,836,556 | $110,086 | $11,009iApproximate average salary by contribution assumption: employee only about $275,215 at 4% or $183,477 at 6%; with 50% employer match about $183,477 at 4% or $122,318 at 6%; with 100% employer match about $137,608 at 4% or $91,738 at 6%. |
| Karl a. Heinzelmann, D.D.S. PC. 401K Profit Sharing Plan | - | 10 | $2,836,556 | $110,086 | $11,009iApproximate average salary by contribution assumption: employee only about $275,215 at 4% or $183,477 at 6%; with 50% employer match about $183,477 at 4% or $122,318 at 6%; with 100% employer match about $137,608 at 4% or $91,738 at 6%. |
| 2015 | 1 | 9 | $2,547,862 | $119,997 | $13,333iApproximate average salary by contribution assumption: employee only about $333,325 at 4% or $222,217 at 6%; with 50% employer match about $222,217 at 4% or $148,144 at 6%; with 100% employer match about $166,663 at 4% or $111,108 at 6%. |
| Karl a. Heinzelmann, D.D.S. PC. 401K Profit Sharing Plan | - | 9 | $2,547,862 | $119,997 | $13,333iApproximate average salary by contribution assumption: employee only about $333,325 at 4% or $222,217 at 6%; with 50% employer match about $222,217 at 4% or $148,144 at 6%; with 100% employer match about $166,663 at 4% or $111,108 at 6%. |
| 2014 | 1 | 9 | $2,461,971 | $113,178 | $12,575iApproximate average salary by contribution assumption: employee only about $314,383 at 4% or $209,589 at 6%; with 50% employer match about $209,589 at 4% or $139,726 at 6%; with 100% employer match about $157,192 at 4% or $104,794 at 6%. |
| Karl a. Heinzelmann, D.D.S. PC. 401K Profit Sharing Plan | - | 9 | $2,461,971 | $113,178 | $12,575iApproximate average salary by contribution assumption: employee only about $314,383 at 4% or $209,589 at 6%; with 50% employer match about $209,589 at 4% or $139,726 at 6%; with 100% employer match about $157,192 at 4% or $104,794 at 6%. |
| 2013 | 1 | 9 | $2,292,930 | $104,696 | $11,633iApproximate average salary by contribution assumption: employee only about $290,822 at 4% or $193,881 at 6%; with 50% employer match about $193,881 at 4% or $129,254 at 6%; with 100% employer match about $145,411 at 4% or $96,941 at 6%. |
| Karl a. Heinzelmann, D.D.S. PC. 401K Profit Sharing Plan | - | 9 | $2,292,930 | $104,696 | $11,633iApproximate average salary by contribution assumption: employee only about $290,822 at 4% or $193,881 at 6%; with 50% employer match about $193,881 at 4% or $129,254 at 6%; with 100% employer match about $145,411 at 4% or $96,941 at 6%. |
| 2012 | 1 | 9 | $1,997,692 | $76,942 | $8,549iApproximate average salary by contribution assumption: employee only about $213,728 at 4% or $142,485 at 6%; with 50% employer match about $142,485 at 4% or $94,990 at 6%; with 100% employer match about $106,864 at 4% or $71,243 at 6%. |
| Karl a. Heinzelmann, D.D.S. PC. 401K Profit Sharing Plan | - | 9 | $1,997,692 | $76,942 | $8,549iApproximate average salary by contribution assumption: employee only about $213,728 at 4% or $142,485 at 6%; with 50% employer match about $142,485 at 4% or $94,990 at 6%; with 100% employer match about $106,864 at 4% or $71,243 at 6%. |
| 2011 | 1 | 11 | $1,827,356 | $96,529 | $8,775iApproximate average salary by contribution assumption: employee only about $219,384 at 4% or $146,256 at 6%; with 50% employer match about $146,256 at 4% or $97,504 at 6%; with 100% employer match about $109,692 at 4% or $73,128 at 6%. |
| Karl a. Heinzelmann, D.D.S. PC. 401K Profit Sharing Plan | - | 11 | $1,827,356 | $96,529 | $8,775iApproximate average salary by contribution assumption: employee only about $219,384 at 4% or $146,256 at 6%; with 50% employer match about $146,256 at 4% or $97,504 at 6%; with 100% employer match about $109,692 at 4% or $73,128 at 6%. |
| 2010 | 1 | 9 | $1,757,840 | $105,775 | $11,753iApproximate average salary by contribution assumption: employee only about $293,819 at 4% or $195,880 at 6%; with 50% employer match about $195,880 at 4% or $130,586 at 6%; with 100% employer match about $146,910 at 4% or $97,940 at 6%. |
| Karl a. Heinzelmann, D.D.S. PC. 401K Profit Sharing Plan | - | 9 | $1,757,840 | $105,775 | $11,753iApproximate average salary by contribution assumption: employee only about $293,819 at 4% or $195,880 at 6%; with 50% employer match about $195,880 at 4% or $130,586 at 6%; with 100% employer match about $146,910 at 4% or $97,940 at 6%. |
| 2009 | 1 | 10 | $1,465,222 | $110,557 | $11,056iApproximate average salary by contribution assumption: employee only about $276,393 at 4% or $184,262 at 6%; with 50% employer match about $184,262 at 4% or $122,841 at 6%; with 100% employer match about $138,196 at 4% or $92,131 at 6%. |
| Karl a. Heinzelmann, D.D.S. PC. 401K Profit Sharing Plan | - | 10 | $1,465,222 | $110,557 | $11,056iApproximate average salary by contribution assumption: employee only about $276,393 at 4% or $184,262 at 6%; with 50% employer match about $184,262 at 4% or $122,841 at 6%; with 100% employer match about $138,196 at 4% or $92,131 at 6%. |
| 2007 | 1 | 6 | $0 | $0 | - |
| Karl a. Heinzelmann, D.D.S. PC. 401K Profit Sharing Plan | - | 6 | - | - | - |
| 2006 | 1 | 4 | $1,204,498 | $49,991 | $12,498iApproximate average salary by contribution assumption: employee only about $312,444 at 4% or $208,296 at 6%; with 50% employer match about $208,296 at 4% or $138,864 at 6%; with 100% employer match about $156,222 at 4% or $104,148 at 6%. |
| Karl a. Heinzelmann, D.D.S. PC. 401K Profit Sharing Plan | - | 4 | $1,204,498 | $49,991 | $12,498iApproximate average salary by contribution assumption: employee only about $312,444 at 4% or $208,296 at 6%; with 50% employer match about $208,296 at 4% or $138,864 at 6%; with 100% employer match about $156,222 at 4% or $104,148 at 6%. |
| 2005 | 1 | 5 | $1,048,325 | $48,400 | $9,680iApproximate average salary by contribution assumption: employee only about $242,000 at 4% or $161,333 at 6%; with 50% employer match about $161,333 at 4% or $107,556 at 6%; with 100% employer match about $121,000 at 4% or $80,667 at 6%. |
| Karl a. Heinzelmann, D.D.S. PC. 401K Profit Sharing Plan | - | 5 | $1,048,325 | $48,400 | $9,680iApproximate average salary by contribution assumption: employee only about $242,000 at 4% or $161,333 at 6%; with 50% employer match about $161,333 at 4% or $107,556 at 6%; with 100% employer match about $121,000 at 4% or $80,667 at 6%. |
| 2004 | 1 | 7 | $919,342 | $62,960 | $8,994iApproximate average salary by contribution assumption: employee only about $224,857 at 4% or $149,905 at 6%; with 50% employer match about $149,905 at 4% or $99,937 at 6%; with 100% employer match about $112,429 at 4% or $74,952 at 6%. |
| Karl a. Heinzelmann, D.D.S. PC. 401K Profit Sharing Plan | - | 7 | $919,342 | $62,960 | $8,994iApproximate average salary by contribution assumption: employee only about $224,857 at 4% or $149,905 at 6%; with 50% employer match about $149,905 at 4% or $99,937 at 6%; with 100% employer match about $112,429 at 4% or $74,952 at 6%. |
| 2003 | 1 | 7 | $776,702 | $65,868 | $9,410iApproximate average salary by contribution assumption: employee only about $235,243 at 4% or $156,829 at 6%; with 50% employer match about $156,829 at 4% or $104,552 at 6%; with 100% employer match about $117,621 at 4% or $78,414 at 6%. |
| Karl a. Heinzelmann, D.D.S. PC. 401K Profit Sharing Plan | - | 7 | $776,702 | $65,868 | $9,410iApproximate average salary by contribution assumption: employee only about $235,243 at 4% or $156,829 at 6%; with 50% employer match about $156,829 at 4% or $104,552 at 6%; with 100% employer match about $117,621 at 4% or $78,414 at 6%. |
| 2002 | 1 | 8 | $581,188 | $63,182 | $7,898iApproximate average salary by contribution assumption: employee only about $197,444 at 4% or $131,629 at 6%; with 50% employer match about $131,629 at 4% or $87,753 at 6%; with 100% employer match about $98,722 at 4% or $65,815 at 6%. |
| Karl a. Heinzelmann, D.D.S. PC. 401K Profit Sharing Plan | - | 8 | $581,188 | $63,182 | $7,898iApproximate average salary by contribution assumption: employee only about $197,444 at 4% or $131,629 at 6%; with 50% employer match about $131,629 at 4% or $87,753 at 6%; with 100% employer match about $98,722 at 4% or $65,815 at 6%. |
| 2001 | 1 | 6 | $0 | $0 | - |
| Karl a. Heinzelmann, D.D.S. PC. 401K Profit Sharing Plan | - | 6 | - | - | - |
| 2000 | 1 | 4 | $581,389 | $35,294 | $8,824iApproximate average salary by contribution assumption: employee only about $220,588 at 4% or $147,058 at 6%; with 50% employer match about $147,058 at 4% or $98,039 at 6%; with 100% employer match about $110,294 at 4% or $73,529 at 6%. |
| Karl a. Heinzelmann, D.D.S. PC. 401K Profit Sharing Plan | - | 4 | $581,389 | $35,294 | $8,824iApproximate average salary by contribution assumption: employee only about $220,588 at 4% or $147,058 at 6%; with 50% employer match about $147,058 at 4% or $98,039 at 6%; with 100% employer match about $110,294 at 4% or $73,529 at 6%. |