Civic Intelligence

Alan Hefty & Co. PC.

Plan context: Alan Hefty & Co. PC. 401K Profit Sharing Plan

EIN 76-0025023 • Beaumont, TX • 19 filings • 7 plans

3560 Delaware St Ste 104Beaumont, TX 77706
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$1,303,290

2021 Contributions

$44,000

Historical Graphs

Total Assets Over Time

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

$1,312,222$656,111$0200320122020YearValue
$1,303,290Latest year 2020

Participants Over Time

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

210200320122020YearValue
2Latest year 2020

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
202110$0$0-
Alan Hefty & Co. PC. 401K Profit Sharing Plan-0---
202012$1,303,290$44,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
Alan Hefty & Co. PC. 401K Profit Sharing Plan-2$1,303,290$44,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
201912$1,312,222$45,340$22,670iApproximate average salary by contribution assumption: employee only about $566,750 at 4% or $377,833 at 6%; with 50% employer match about $377,833 at 4% or $251,889 at 6%; with 100% employer match about $283,375 at 4% or $188,917 at 6%.
Alan Hefty & Co. PC. 401K Profit Sharing Plan-2$1,312,222$45,340$22,670iApproximate average salary by contribution assumption: employee only about $566,750 at 4% or $377,833 at 6%; with 50% employer match about $377,833 at 4% or $251,889 at 6%; with 100% employer match about $283,375 at 4% or $188,917 at 6%.
201812$1,052,794$45,340$22,670iApproximate average salary by contribution assumption: employee only about $566,750 at 4% or $377,833 at 6%; with 50% employer match about $377,833 at 4% or $251,889 at 6%; with 100% employer match about $283,375 at 4% or $188,917 at 6%.
Alan Hefty & Co. PC. 401K Profit Sharing Plan-2$1,052,794$45,340$22,670iApproximate average salary by contribution assumption: employee only about $566,750 at 4% or $377,833 at 6%; with 50% employer match about $377,833 at 4% or $251,889 at 6%; with 100% employer match about $283,375 at 4% or $188,917 at 6%.
201712$1,193,799$44,840$22,420iApproximate average salary by contribution assumption: employee only about $560,500 at 4% or $373,667 at 6%; with 50% employer match about $373,667 at 4% or $249,111 at 6%; with 100% employer match about $280,250 at 4% or $186,833 at 6%.
Alan Hefty & Co. PC. 401K Profit Sharing Plan-2$1,193,799$44,840$22,420iApproximate average salary by contribution assumption: employee only about $560,500 at 4% or $373,667 at 6%; with 50% employer match about $373,667 at 4% or $249,111 at 6%; with 100% employer match about $280,250 at 4% or $186,833 at 6%.
201612$1,032,378$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
Alan Hefty & Co. PC. 401K Profit Sharing Plan-2$1,032,378$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
201512$781,806$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
Alan Hefty & Co. PC. 401K Profit Sharing Plan-2$781,806$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
201412$787,652$41,232$20,616iApproximate average salary by contribution assumption: employee only about $515,400 at 4% or $343,600 at 6%; with 50% employer match about $343,600 at 4% or $229,067 at 6%; with 100% employer match about $257,700 at 4% or $171,800 at 6%.
Alan Hefty & Co. PC. 401K Profit Sharing Plan-2$787,652$41,232$20,616iApproximate average salary by contribution assumption: employee only about $515,400 at 4% or $343,600 at 6%; with 50% employer match about $343,600 at 4% or $229,067 at 6%; with 100% employer match about $257,700 at 4% or $171,800 at 6%.
201312$741,173$41,032$20,516iApproximate average salary by contribution assumption: employee only about $512,900 at 4% or $341,933 at 6%; with 50% employer match about $341,933 at 4% or $227,956 at 6%; with 100% employer match about $256,450 at 4% or $170,967 at 6%.
Alan Hefty & Co. PC. 401K Profit Sharing Plan-2$741,173$41,032$20,516iApproximate average salary by contribution assumption: employee only about $512,900 at 4% or $341,933 at 6%; with 50% employer match about $341,933 at 4% or $227,956 at 6%; with 100% employer match about $256,450 at 4% or $170,967 at 6%.
201212$513,537$37,196$18,598iApproximate average salary by contribution assumption: employee only about $464,950 at 4% or $309,967 at 6%; with 50% employer match about $309,967 at 4% or $206,644 at 6%; with 100% employer match about $232,475 at 4% or $154,983 at 6%.
Alan Hefty & Co. PC. 401K Profit Sharing Plan-2$513,537$37,196$18,598iApproximate average salary by contribution assumption: employee only about $464,950 at 4% or $309,967 at 6%; with 50% employer match about $309,967 at 4% or $206,644 at 6%; with 100% employer match about $232,475 at 4% or $154,983 at 6%.
201112$410,725$36,496$18,248iApproximate average salary by contribution assumption: employee only about $456,200 at 4% or $304,133 at 6%; with 50% employer match about $304,133 at 4% or $202,756 at 6%; with 100% employer match about $228,100 at 4% or $152,067 at 6%.
Alan Hefty & Co. PC. 401K Profit Sharing Plan-2$410,725$36,496$18,248iApproximate average salary by contribution assumption: employee only about $456,200 at 4% or $304,133 at 6%; with 50% employer match about $304,133 at 4% or $202,756 at 6%; with 100% employer match about $228,100 at 4% or $152,067 at 6%.
201012$335,710$36,496$18,248iApproximate average salary by contribution assumption: employee only about $456,200 at 4% or $304,133 at 6%; with 50% employer match about $304,133 at 4% or $202,756 at 6%; with 100% employer match about $228,100 at 4% or $152,067 at 6%.
Alan Hefty & Co. PC. 401K Profit Sharing Plan-2$335,710$36,496$18,248iApproximate average salary by contribution assumption: employee only about $456,200 at 4% or $304,133 at 6%; with 50% employer match about $304,133 at 4% or $202,756 at 6%; with 100% employer match about $228,100 at 4% or $152,067 at 6%.
200912$265,583$36,496$18,248iApproximate average salary by contribution assumption: employee only about $456,200 at 4% or $304,133 at 6%; with 50% employer match about $304,133 at 4% or $202,756 at 6%; with 100% employer match about $228,100 at 4% or $152,067 at 6%.
ALAN HEFTY & CO.PC 401K PROFIT SHARING PLAN-2$265,583$36,496$18,248iApproximate average salary by contribution assumption: employee only about $456,200 at 4% or $304,133 at 6%; with 50% employer match about $304,133 at 4% or $202,756 at 6%; with 100% employer match about $228,100 at 4% or $152,067 at 6%.
200812$0$34,396$17,198iApproximate average salary by contribution assumption: employee only about $429,950 at 4% or $286,633 at 6%; with 50% employer match about $286,633 at 4% or $191,089 at 6%; with 100% employer match about $214,975 at 4% or $143,317 at 6%.
ALAN HEFTY & CO PC YOIK PROEIT SHARING PLAN-2-$34,396$17,198iApproximate average salary by contribution assumption: employee only about $429,950 at 4% or $286,633 at 6%; with 50% employer match about $286,633 at 4% or $191,089 at 6%; with 100% employer match about $214,975 at 4% or $143,317 at 6%.
200712$177,515$34,196$17,098iApproximate average salary by contribution assumption: employee only about $427,450 at 4% or $284,967 at 6%; with 50% employer match about $284,967 at 4% or $189,978 at 6%; with 100% employer match about $213,725 at 4% or $142,483 at 6%.
ALAN HEFTY & CO. PC 401K PROFIT SHARING PLAN-2$177,515$34,196$17,098iApproximate average salary by contribution assumption: employee only about $427,450 at 4% or $284,967 at 6%; with 50% employer match about $284,967 at 4% or $189,978 at 6%; with 100% employer match about $213,725 at 4% or $142,483 at 6%.
200612$146,394$33,496$16,748iApproximate average salary by contribution assumption: employee only about $418,700 at 4% or $279,133 at 6%; with 50% employer match about $279,133 at 4% or $186,089 at 6%; with 100% employer match about $209,350 at 4% or $139,567 at 6%.
ALAN HEFTY & CO., PC 401K PROFIT SHARING PLAN-2$146,394$33,496$16,748iApproximate average salary by contribution assumption: employee only about $418,700 at 4% or $279,133 at 6%; with 50% employer match about $279,133 at 4% or $186,089 at 6%; with 100% employer match about $209,350 at 4% or $139,567 at 6%.
200512$95,640$31,096$15,548iApproximate average salary by contribution assumption: employee only about $388,700 at 4% or $259,133 at 6%; with 50% employer match about $259,133 at 4% or $172,756 at 6%; with 100% employer match about $194,350 at 4% or $129,567 at 6%.
ALAN HEFTY & CO PC 401K PROFIT SHARING PLAN-2$95,640$31,096$15,548iApproximate average salary by contribution assumption: employee only about $388,700 at 4% or $259,133 at 6%; with 50% employer match about $259,133 at 4% or $172,756 at 6%; with 100% employer match about $194,350 at 4% or $129,567 at 6%.
200412$66,701$28,896$14,448iApproximate average salary by contribution assumption: employee only about $361,200 at 4% or $240,800 at 6%; with 50% employer match about $240,800 at 4% or $160,533 at 6%; with 100% employer match about $180,600 at 4% or $120,400 at 6%.
ALAN HEFTY & CO. PC 401K PROFIT SHARING PLAN-2$66,701$28,896$14,448iApproximate average salary by contribution assumption: employee only about $361,200 at 4% or $240,800 at 6%; with 50% employer match about $240,800 at 4% or $160,533 at 6%; with 100% employer match about $180,600 at 4% or $120,400 at 6%.
200312$26,437$26,432$13,216iApproximate average salary by contribution assumption: employee only about $330,400 at 4% or $220,267 at 6%; with 50% employer match about $220,267 at 4% or $146,844 at 6%; with 100% employer match about $165,200 at 4% or $110,133 at 6%.
ALAN HEFTY & CO. PC 401K PROFIT SHARING PLAN-2$26,437$26,432$13,216iApproximate average salary by contribution assumption: employee only about $330,400 at 4% or $220,267 at 6%; with 50% employer match about $220,267 at 4% or $146,844 at 6%; with 100% employer match about $165,200 at 4% or $110,133 at 6%.