Civic Intelligence

Fifer and Heligman, M.D., P.A.

Plan context: Fifer and Heligman, M.D., P.A. Employee 401K Profit Sharing Plan

EIN 59-2718825 • Fort Myers, FL • 23 filings • 4 plans

8350 Riverwalk Park Blvd., Suite 1Fort Myers, FL 33919
Current Snapshot

Latest Year

2023

2023 Participants

42

2023 Assets

$11,580,394

2023 Contributions

$428,844

Historical Graphs

Total Assets Over Time

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

$13,624,060$6,812,030$0200120122022YearValue
$11,580,394Latest year 2022

Participants Over Time

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

47240200120122022YearValue
42Latest year 2022

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
202310$0$0-
Fifer and Heligman, M.D., P.A. Employee 401K Profit Sharing Plan-0$0$0-
2022142$11,580,394$428,844$10,211iApproximate average salary by contribution assumption: employee only about $255,264 at 4% or $170,176 at 6%; with 50% employer match about $170,176 at 4% or $113,451 at 6%; with 100% employer match about $127,632 at 4% or $85,088 at 6%.
Fifer and Heligman, M.D., P.A. Employee 401K Profit Sharing Plan-42$11,580,394$428,844$10,211iApproximate average salary by contribution assumption: employee only about $255,264 at 4% or $170,176 at 6%; with 50% employer match about $170,176 at 4% or $113,451 at 6%; with 100% employer match about $127,632 at 4% or $85,088 at 6%.
2021143$13,624,060$528,343$12,287iApproximate average salary by contribution assumption: employee only about $307,176 at 4% or $204,784 at 6%; with 50% employer match about $204,784 at 4% or $136,523 at 6%; with 100% employer match about $153,588 at 4% or $102,392 at 6%.
Fifer and Heligman, M.D., P.A. Employee 401K Profit Sharing Plan-43$13,624,060$528,343$12,287iApproximate average salary by contribution assumption: employee only about $307,176 at 4% or $204,784 at 6%; with 50% employer match about $204,784 at 4% or $136,523 at 6%; with 100% employer match about $153,588 at 4% or $102,392 at 6%.
2020142$11,471,478$430,320$10,246iApproximate average salary by contribution assumption: employee only about $256,143 at 4% or $170,762 at 6%; with 50% employer match about $170,762 at 4% or $113,841 at 6%; with 100% employer match about $128,071 at 4% or $85,381 at 6%.
Fifer and Heligman, M.D., P.A. Employee 401K Profit Sharing Plan-42$11,471,478$430,320$10,246iApproximate average salary by contribution assumption: employee only about $256,143 at 4% or $170,762 at 6%; with 50% employer match about $170,762 at 4% or $113,841 at 6%; with 100% employer match about $128,071 at 4% or $85,381 at 6%.
2019145$9,315,375$422,499$9,389iApproximate average salary by contribution assumption: employee only about $234,722 at 4% or $156,481 at 6%; with 50% employer match about $156,481 at 4% or $104,321 at 6%; with 100% employer match about $117,361 at 4% or $78,241 at 6%.
Fifer and Heligman, M.D., P.A. Employee 401K Profit Sharing Plan-45$9,315,375$422,499$9,389iApproximate average salary by contribution assumption: employee only about $234,722 at 4% or $156,481 at 6%; with 50% employer match about $156,481 at 4% or $104,321 at 6%; with 100% employer match about $117,361 at 4% or $78,241 at 6%.
2018140$7,376,680$414,782$10,370iApproximate average salary by contribution assumption: employee only about $259,239 at 4% or $172,826 at 6%; with 50% employer match about $172,826 at 4% or $115,217 at 6%; with 100% employer match about $129,619 at 4% or $86,413 at 6%.
Fifer and Heligman, M.D., P.A. Employee 401K Profit Sharing Plan-40$7,376,680$414,782$10,370iApproximate average salary by contribution assumption: employee only about $259,239 at 4% or $172,826 at 6%; with 50% employer match about $172,826 at 4% or $115,217 at 6%; with 100% employer match about $129,619 at 4% or $86,413 at 6%.
2017137$7,464,378$409,026$11,055iApproximate average salary by contribution assumption: employee only about $276,369 at 4% or $184,246 at 6%; with 50% employer match about $184,246 at 4% or $122,831 at 6%; with 100% employer match about $138,184 at 4% or $92,123 at 6%.
Fifer and Heligman, M.D., P.A. Employee 401K Profit Sharing Plan-37$7,464,378$409,026$11,055iApproximate average salary by contribution assumption: employee only about $276,369 at 4% or $184,246 at 6%; with 50% employer match about $184,246 at 4% or $122,831 at 6%; with 100% employer match about $138,184 at 4% or $92,123 at 6%.
2016147$6,241,328$415,818$8,847iApproximate average salary by contribution assumption: employee only about $221,180 at 4% or $147,453 at 6%; with 50% employer match about $147,453 at 4% or $98,302 at 6%; with 100% employer match about $110,590 at 4% or $73,727 at 6%.
Fifer and Heligman, M.D., P.A. Employee 401K Profit Sharing Plan-47$6,241,328$415,818$8,847iApproximate average salary by contribution assumption: employee only about $221,180 at 4% or $147,453 at 6%; with 50% employer match about $147,453 at 4% or $98,302 at 6%; with 100% employer match about $110,590 at 4% or $73,727 at 6%.
2015144$5,585,542$423,233$9,619iApproximate average salary by contribution assumption: employee only about $240,473 at 4% or $160,316 at 6%; with 50% employer match about $160,316 at 4% or $106,877 at 6%; with 100% employer match about $120,237 at 4% or $80,158 at 6%.
Fifer and Heligman, M.D., P.A. Employee 401K Profit Sharing Plan-44$5,585,542$423,233$9,619iApproximate average salary by contribution assumption: employee only about $240,473 at 4% or $160,316 at 6%; with 50% employer match about $160,316 at 4% or $106,877 at 6%; with 100% employer match about $120,237 at 4% or $80,158 at 6%.
2014141$5,340,050$392,199$9,566iApproximate average salary by contribution assumption: employee only about $239,146 at 4% or $159,430 at 6%; with 50% employer match about $159,430 at 4% or $106,287 at 6%; with 100% employer match about $119,573 at 4% or $79,715 at 6%.
Fifer and Heligman, M.D., P.A. Employee 401K Profit Sharing Plan-41$5,340,050$392,199$9,566iApproximate average salary by contribution assumption: employee only about $239,146 at 4% or $159,430 at 6%; with 50% employer match about $159,430 at 4% or $106,287 at 6%; with 100% employer match about $119,573 at 4% or $79,715 at 6%.
2013140$4,996,434$368,722$9,218iApproximate average salary by contribution assumption: employee only about $230,451 at 4% or $153,634 at 6%; with 50% employer match about $153,634 at 4% or $102,423 at 6%; with 100% employer match about $115,226 at 4% or $76,817 at 6%.
Fifer and Heligman, M.D., P.A. Employee 401K Profit Sharing Plan-40$4,996,434$368,722$9,218iApproximate average salary by contribution assumption: employee only about $230,451 at 4% or $153,634 at 6%; with 50% employer match about $153,634 at 4% or $102,423 at 6%; with 100% employer match about $115,226 at 4% or $76,817 at 6%.
2012143$4,381,952$368,003$8,558iApproximate average salary by contribution assumption: employee only about $213,955 at 4% or $142,637 at 6%; with 50% employer match about $142,637 at 4% or $95,091 at 6%; with 100% employer match about $106,978 at 4% or $71,318 at 6%.
Fifer and Heligman, M.D., P.A. Employee 401K Profit Sharing Plan-43$4,381,952$368,003$8,558iApproximate average salary by contribution assumption: employee only about $213,955 at 4% or $142,637 at 6%; with 50% employer match about $142,637 at 4% or $95,091 at 6%; with 100% employer match about $106,978 at 4% or $71,318 at 6%.
2011140$3,938,488$353,665$8,842iApproximate average salary by contribution assumption: employee only about $221,041 at 4% or $147,360 at 6%; with 50% employer match about $147,360 at 4% or $98,240 at 6%; with 100% employer match about $110,520 at 4% or $73,680 at 6%.
Fifer and Heligman, M.D., P.A. Employee 401K Profit Sharing Plan-40$3,938,488$353,665$8,842iApproximate average salary by contribution assumption: employee only about $221,041 at 4% or $147,360 at 6%; with 50% employer match about $147,360 at 4% or $98,240 at 6%; with 100% employer match about $110,520 at 4% or $73,680 at 6%.
2010141$3,682,931$324,365$7,911iApproximate average salary by contribution assumption: employee only about $197,784 at 4% or $131,856 at 6%; with 50% employer match about $131,856 at 4% or $87,904 at 6%; with 100% employer match about $98,892 at 4% or $65,928 at 6%.
Fifer and Heligman, M.D., P.A. Employee 401K Profit Sharing Plan-41$3,682,931$324,365$7,911iApproximate average salary by contribution assumption: employee only about $197,784 at 4% or $131,856 at 6%; with 50% employer match about $131,856 at 4% or $87,904 at 6%; with 100% employer match about $98,892 at 4% or $65,928 at 6%.
2009143$3,034,965$312,290$7,263iApproximate average salary by contribution assumption: employee only about $181,564 at 4% or $121,043 at 6%; with 50% employer match about $121,043 at 4% or $80,695 at 6%; with 100% employer match about $90,782 at 4% or $60,521 at 6%.
Fifer and Heligman, M.D., P.A. Employee 401K Profit Sharing Plan-43$3,034,965$312,290$7,263iApproximate average salary by contribution assumption: employee only about $181,564 at 4% or $121,043 at 6%; with 50% employer match about $121,043 at 4% or $80,695 at 6%; with 100% employer match about $90,782 at 4% or $60,521 at 6%.
2008136$2,199,795$263,562$7,321iApproximate average salary by contribution assumption: employee only about $183,029 at 4% or $122,019 at 6%; with 50% employer match about $122,019 at 4% or $81,346 at 6%; with 100% employer match about $91,515 at 4% or $61,010 at 6%.
Fifer and Heligman, M.D., P.A. Employee 401K Profit Sharing Plan-36$2,199,795$263,562$7,321iApproximate average salary by contribution assumption: employee only about $183,029 at 4% or $122,019 at 6%; with 50% employer match about $122,019 at 4% or $81,346 at 6%; with 100% employer match about $91,515 at 4% or $61,010 at 6%.
2007130$0$0-
Fifer and Heligman, M.D., P.A. Employee 401K Profit Sharing Plan-30---
2006128$3,728,374$311,362$11,120iApproximate average salary by contribution assumption: employee only about $278,002 at 4% or $185,335 at 6%; with 50% employer match about $185,335 at 4% or $123,556 at 6%; with 100% employer match about $139,001 at 4% or $92,667 at 6%.
Fifer and Heligman, M.D., P.A. Employee 401K Profit Sharing Plan-28$3,728,374$311,362$11,120iApproximate average salary by contribution assumption: employee only about $278,002 at 4% or $185,335 at 6%; with 50% employer match about $185,335 at 4% or $123,556 at 6%; with 100% employer match about $139,001 at 4% or $92,667 at 6%.
2005123$3,314,768$281,055$12,220iApproximate average salary by contribution assumption: employee only about $305,495 at 4% or $203,663 at 6%; with 50% employer match about $203,663 at 4% or $135,775 at 6%; with 100% employer match about $152,747 at 4% or $101,832 at 6%.
Fifer and Heligman, M.D., P.A. Employee 401K Profit Sharing Plan-23$3,314,768$281,055$12,220iApproximate average salary by contribution assumption: employee only about $305,495 at 4% or $203,663 at 6%; with 50% employer match about $203,663 at 4% or $135,775 at 6%; with 100% employer match about $152,747 at 4% or $101,832 at 6%.
2004128$2,830,047$255,005$9,107iApproximate average salary by contribution assumption: employee only about $227,683 at 4% or $151,789 at 6%; with 50% employer match about $151,789 at 4% or $101,192 at 6%; with 100% employer match about $113,842 at 4% or $75,894 at 6%.
Fifer and Heligman, M.D., P.A. Employee 401K Profit Sharing Plan-28$2,830,047$255,005$9,107iApproximate average salary by contribution assumption: employee only about $227,683 at 4% or $151,789 at 6%; with 50% employer match about $151,789 at 4% or $101,192 at 6%; with 100% employer match about $113,842 at 4% or $75,894 at 6%.
2003125$2,380,579$195,636$7,825iApproximate average salary by contribution assumption: employee only about $195,636 at 4% or $130,424 at 6%; with 50% employer match about $130,424 at 4% or $86,949 at 6%; with 100% employer match about $97,818 at 4% or $65,212 at 6%.
Fifer and Heligman, M.D., P.A. Employee 401K Profit Sharing Plan-25$2,380,579$195,636$7,825iApproximate average salary by contribution assumption: employee only about $195,636 at 4% or $130,424 at 6%; with 50% employer match about $130,424 at 4% or $86,949 at 6%; with 100% employer match about $97,818 at 4% or $65,212 at 6%.
2002123$1,764,484$91,400$3,974iApproximate average salary by contribution assumption: employee only about $99,348 at 4% or $66,232 at 6%; with 50% employer match about $66,232 at 4% or $44,155 at 6%; with 100% employer match about $49,674 at 4% or $33,116 at 6%.
Fifer and Heligman, M.D., P.A. Employee 401K Profit Sharing Plan-23$1,764,484$91,400$3,974iApproximate average salary by contribution assumption: employee only about $99,348 at 4% or $66,232 at 6%; with 50% employer match about $66,232 at 4% or $44,155 at 6%; with 100% employer match about $49,674 at 4% or $33,116 at 6%.
2001121$2,104,597$72,228$3,439iApproximate average salary by contribution assumption: employee only about $85,986 at 4% or $57,324 at 6%; with 50% employer match about $57,324 at 4% or $38,216 at 6%; with 100% employer match about $42,993 at 4% or $28,662 at 6%.
Fifer and Heligman, M.D., P.A. Employee 401K Profit Sharing Plan-21$2,104,597$72,228$3,439iApproximate average salary by contribution assumption: employee only about $85,986 at 4% or $57,324 at 6%; with 50% employer match about $57,324 at 4% or $38,216 at 6%; with 100% employer match about $42,993 at 4% or $28,662 at 6%.