David J Heiny Insurance Agency
Plan context: David J. Heiny Insurance Agency Profit Sharing Plan
EIN 65-0868358 • Boca Raton, FL • 16 filings • 1 plans
Current Snapshot
Latest Year
2015
2015 Participants
11
2015 Assets
$1,233,096
2015 Contributions
$83,606
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $0 | - |
| David J. Heiny Insurance Agency Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2014 | 1 | 11 | $1,233,096 | $83,606 | $7,601iApproximate average salary by contribution assumption: employee only about $190,014 at 4% or $126,676 at 6%; with 50% employer match about $126,676 at 4% or $84,451 at 6%; with 100% employer match about $95,007 at 4% or $63,338 at 6%. |
| David J. Heiny Insurance Agency Profit Sharing Plan | - | 11 | $1,233,096 | $83,606 | $7,601iApproximate average salary by contribution assumption: employee only about $190,014 at 4% or $126,676 at 6%; with 50% employer match about $126,676 at 4% or $84,451 at 6%; with 100% employer match about $95,007 at 4% or $63,338 at 6%. |
| 2013 | 1 | 11 | $1,117,222 | $83,110 | $7,555iApproximate average salary by contribution assumption: employee only about $188,886 at 4% or $125,924 at 6%; with 50% employer match about $125,924 at 4% or $83,949 at 6%; with 100% employer match about $94,443 at 4% or $62,962 at 6%. |
| David J. Heiny Insurance Agency Profit Sharing Plan | - | 11 | $1,117,222 | $83,110 | $7,555iApproximate average salary by contribution assumption: employee only about $188,886 at 4% or $125,924 at 6%; with 50% employer match about $125,924 at 4% or $83,949 at 6%; with 100% employer match about $94,443 at 4% or $62,962 at 6%. |
| 2012 | 1 | 10 | $889,921 | $78,339 | $7,834iApproximate average salary by contribution assumption: employee only about $195,848 at 4% or $130,565 at 6%; with 50% employer match about $130,565 at 4% or $87,043 at 6%; with 100% employer match about $97,924 at 4% or $65,283 at 6%. |
| David J. Heiny Insurance Agency Profit Sharing Plan | - | 10 | $889,921 | $78,339 | $7,834iApproximate average salary by contribution assumption: employee only about $195,848 at 4% or $130,565 at 6%; with 50% employer match about $130,565 at 4% or $87,043 at 6%; with 100% employer match about $97,924 at 4% or $65,283 at 6%. |
| 2011 | 1 | 10 | $762,177 | $82,056 | $8,206iApproximate average salary by contribution assumption: employee only about $205,140 at 4% or $136,760 at 6%; with 50% employer match about $136,760 at 4% or $91,173 at 6%; with 100% employer match about $102,570 at 4% or $68,380 at 6%. |
| David J. Heiny Insurance Agency Profit Sharing Plan | - | 10 | $762,177 | $82,056 | $8,206iApproximate average salary by contribution assumption: employee only about $205,140 at 4% or $136,760 at 6%; with 50% employer match about $136,760 at 4% or $91,173 at 6%; with 100% employer match about $102,570 at 4% or $68,380 at 6%. |
| 2010 | 1 | 11 | $667,774 | $73,495 | $6,681iApproximate average salary by contribution assumption: employee only about $167,034 at 4% or $111,356 at 6%; with 50% employer match about $111,356 at 4% or $74,237 at 6%; with 100% employer match about $83,517 at 4% or $55,678 at 6%. |
| David J. Heiny Insurance Agency Profit Sharing Plan | - | 11 | $667,774 | $73,495 | $6,681iApproximate average salary by contribution assumption: employee only about $167,034 at 4% or $111,356 at 6%; with 50% employer match about $111,356 at 4% or $74,237 at 6%; with 100% employer match about $83,517 at 4% or $55,678 at 6%. |
| 2009 | 1 | 9 | $549,122 | $51,847 | $5,761iApproximate average salary by contribution assumption: employee only about $144,019 at 4% or $96,013 at 6%; with 50% employer match about $96,013 at 4% or $64,009 at 6%; with 100% employer match about $72,010 at 4% or $48,006 at 6%. |
| David J. Heiny Insurance Agency Profit Sharing Plan | - | 9 | $549,122 | $51,847 | $5,761iApproximate average salary by contribution assumption: employee only about $144,019 at 4% or $96,013 at 6%; with 50% employer match about $96,013 at 4% or $64,009 at 6%; with 100% employer match about $72,010 at 4% or $48,006 at 6%. |
| 2008 | 1 | 6 | $463,462 | $75,051 | $12,509iApproximate average salary by contribution assumption: employee only about $312,713 at 4% or $208,475 at 6%; with 50% employer match about $208,475 at 4% or $138,983 at 6%; with 100% employer match about $156,356 at 4% or $104,238 at 6%. |
| David J. Heiny Insurance Agency Profit Sharing Plan | - | 6 | $463,462 | $75,051 | $12,509iApproximate average salary by contribution assumption: employee only about $312,713 at 4% or $208,475 at 6%; with 50% employer match about $208,475 at 4% or $138,983 at 6%; with 100% employer match about $156,356 at 4% or $104,238 at 6%. |
| 2007 | 1 | 5 | $513,261 | $70,317 | $14,063iApproximate average salary by contribution assumption: employee only about $351,585 at 4% or $234,390 at 6%; with 50% employer match about $234,390 at 4% or $156,260 at 6%; with 100% employer match about $175,793 at 4% or $117,195 at 6%. |
| David J. Heiny Insurance Agency Profit Sharing Plan | - | 5 | $513,261 | $70,317 | $14,063iApproximate average salary by contribution assumption: employee only about $351,585 at 4% or $234,390 at 6%; with 50% employer match about $234,390 at 4% or $156,260 at 6%; with 100% employer match about $175,793 at 4% or $117,195 at 6%. |
| 2006 | 1 | 5 | $435,148 | $64,709 | $12,942iApproximate average salary by contribution assumption: employee only about $323,545 at 4% or $215,697 at 6%; with 50% employer match about $215,697 at 4% or $143,798 at 6%; with 100% employer match about $161,773 at 4% or $107,848 at 6%. |
| David J. Heiny Insurance Agency Profit Sharing Plan | - | 5 | $435,148 | $64,709 | $12,942iApproximate average salary by contribution assumption: employee only about $323,545 at 4% or $215,697 at 6%; with 50% employer match about $215,697 at 4% or $143,798 at 6%; with 100% employer match about $161,773 at 4% or $107,848 at 6%. |
| 2005 | 1 | 6 | $328,579 | $66,308 | $11,051iApproximate average salary by contribution assumption: employee only about $276,283 at 4% or $184,189 at 6%; with 50% employer match about $184,189 at 4% or $122,793 at 6%; with 100% employer match about $138,142 at 4% or $92,094 at 6%. |
| David J. Heiny Insurance Agency Profit Sharing Plan | - | 6 | $328,579 | $66,308 | $11,051iApproximate average salary by contribution assumption: employee only about $276,283 at 4% or $184,189 at 6%; with 50% employer match about $184,189 at 4% or $122,793 at 6%; with 100% employer match about $138,142 at 4% or $92,094 at 6%. |
| 2004 | 1 | 3 | $254,819 | $55,929 | $18,643iApproximate average salary by contribution assumption: employee only about $466,075 at 4% or $310,717 at 6%; with 50% employer match about $310,717 at 4% or $207,144 at 6%; with 100% employer match about $233,038 at 4% or $155,358 at 6%. |
| David J. Heiny Insurance Agency Profit Sharing Plan | - | 3 | $254,819 | $55,929 | $18,643iApproximate average salary by contribution assumption: employee only about $466,075 at 4% or $310,717 at 6%; with 50% employer match about $310,717 at 4% or $207,144 at 6%; with 100% employer match about $233,038 at 4% or $155,358 at 6%. |
| 2003 | 1 | 3 | $209,519 | $51,289 | $17,096iApproximate average salary by contribution assumption: employee only about $427,408 at 4% or $284,939 at 6%; with 50% employer match about $284,939 at 4% or $189,959 at 6%; with 100% employer match about $213,704 at 4% or $142,469 at 6%. |
| David J. Heiny Insurance Agency Profit Sharing Plan | - | 3 | $209,519 | $51,289 | $17,096iApproximate average salary by contribution assumption: employee only about $427,408 at 4% or $284,939 at 6%; with 50% employer match about $284,939 at 4% or $189,959 at 6%; with 100% employer match about $213,704 at 4% or $142,469 at 6%. |
| 2002 | 1 | 3 | $0 | $0 | - |
| David J. Heiny Insurance Agency Profit Sharing Plan | - | 3 | - | - | - |
| 2001 | 1 | 2 | $112,589 | $30,084 | $15,042iApproximate average salary by contribution assumption: employee only about $376,050 at 4% or $250,700 at 6%; with 50% employer match about $250,700 at 4% or $167,133 at 6%; with 100% employer match about $188,025 at 4% or $125,350 at 6%. |
| David J. Heiny Insurance Agency Profit Sharing Plan | - | 2 | $112,589 | $30,084 | $15,042iApproximate average salary by contribution assumption: employee only about $376,050 at 4% or $250,700 at 6%; with 50% employer match about $250,700 at 4% or $167,133 at 6%; with 100% employer match about $188,025 at 4% or $125,350 at 6%. |
| 1999 | 1 | 2 | $83,470 | $28,557 | $14,279iApproximate average salary by contribution assumption: employee only about $356,963 at 4% or $237,975 at 6%; with 50% employer match about $237,975 at 4% or $158,650 at 6%; with 100% employer match about $178,481 at 4% or $118,988 at 6%. |
| David J. Heiny Insurance Agency Profit Sharing Plan | - | 2 | $83,470 | $28,557 | $14,279iApproximate average salary by contribution assumption: employee only about $356,963 at 4% or $237,975 at 6%; with 50% employer match about $237,975 at 4% or $158,650 at 6%; with 100% employer match about $178,481 at 4% or $118,988 at 6%. |