Civic Intelligence

Scott Heron Cfp, Cmfc, Chfc

Plan context: SCOTT HERON 401(K) PLAN

EIN 77-0439714 • Visalia, CA • 28 filings • 4 plans

1718 W. Walnut AvenueVisalia, CA 93277-6233
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$3,950,268

2025 Contributions

$41,237

Historical Graphs

Total Assets Over Time

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

$4,663,443$2,331,722$0201320192025YearValue
$3,950,268Latest year 2025

Participants Over Time

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

630200120192025YearValue
3Latest year 2025

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
202523$3,950,268$41,237$13,746iApproximate average salary by contribution assumption: employee only about $343,642 at 4% or $229,094 at 6%; with 50% employer match about $229,094 at 4% or $152,730 at 6%; with 100% employer match about $171,821 at 4% or $114,547 at 6%.
SCOTT HERON 401(K) PLAN-3$3,950,268$41,237$13,746iApproximate average salary by contribution assumption: employee only about $343,642 at 4% or $229,094 at 6%; with 50% employer match about $229,094 at 4% or $152,730 at 6%; with 100% employer match about $171,821 at 4% or $114,547 at 6%.
Scott Heron Pension Plan-0$0$0-
202423$4,663,443$51,203$17,068iApproximate average salary by contribution assumption: employee only about $426,692 at 4% or $284,461 at 6%; with 50% employer match about $284,461 at 4% or $189,641 at 6%; with 100% employer match about $213,346 at 4% or $142,231 at 6%.
SCOTT HERON 401(K) PLAN-3$3,724,455$51,203$17,068iApproximate average salary by contribution assumption: employee only about $426,692 at 4% or $284,461 at 6%; with 50% employer match about $284,461 at 4% or $189,641 at 6%; with 100% employer match about $213,346 at 4% or $142,231 at 6%.
Scott Heron Pension Plan-3$938,988$0-
202323$4,251,449$2,915,858$971,953iApproximate average salary by contribution assumption: employee only about $24,298,817 at 4% or $16,199,211 at 6%; with 50% employer match about $16,199,211 at 4% or $10,799,474 at 6%; with 100% employer match about $12,149,408 at 4% or $8,099,606 at 6%.
SCOTT HERON 401(K) PLAN-3$3,360,302$2,615,858$871,953iApproximate average salary by contribution assumption: employee only about $21,798,817 at 4% or $14,532,544 at 6%; with 50% employer match about $14,532,544 at 4% or $9,688,363 at 6%; with 100% employer match about $10,899,408 at 4% or $7,266,272 at 6%.
Scott Heron Pension Plan-3$891,147$300,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
202224$3,743,938$496,660$124,165iApproximate average salary by contribution assumption: employee only about $3,104,125 at 4% or $2,069,417 at 6%; with 50% employer match about $2,069,417 at 4% or $1,379,611 at 6%; with 100% employer match about $1,552,063 at 4% or $1,034,708 at 6%.
Scott Heron Pension Plan-4$3,082,059$451,200$112,800iApproximate average salary by contribution assumption: employee only about $2,820,000 at 4% or $1,880,000 at 6%; with 50% employer match about $1,880,000 at 4% or $1,253,333 at 6%; with 100% employer match about $1,410,000 at 4% or $940,000 at 6%.
SCOTT HERON 401(K) PLAN-3$661,879$45,460$15,153iApproximate average salary by contribution assumption: employee only about $378,833 at 4% or $252,556 at 6%; with 50% employer match about $252,556 at 4% or $168,370 at 6%; with 100% employer match about $189,417 at 4% or $126,278 at 6%.
202124$3,352,394$781,426$195,357iApproximate average salary by contribution assumption: employee only about $4,883,913 at 4% or $3,255,942 at 6%; with 50% employer match about $3,255,942 at 4% or $2,170,628 at 6%; with 100% employer match about $2,441,956 at 4% or $1,627,971 at 6%.
Scott Heron Pension Plan-4$2,625,987$735,000$183,750iApproximate average salary by contribution assumption: employee only about $4,593,750 at 4% or $3,062,500 at 6%; with 50% employer match about $3,062,500 at 4% or $2,041,667 at 6%; with 100% employer match about $2,296,875 at 4% or $1,531,250 at 6%.
SCOTT HERON 401(K)-3$726,407$46,426$15,475iApproximate average salary by contribution assumption: employee only about $386,883 at 4% or $257,922 at 6%; with 50% employer match about $257,922 at 4% or $171,948 at 6%; with 100% employer match about $193,442 at 4% or $128,961 at 6%.
202023$2,510,730$527,500$175,833iApproximate average salary by contribution assumption: employee only about $4,395,833 at 4% or $2,930,556 at 6%; with 50% employer match about $2,930,556 at 4% or $1,953,704 at 6%; with 100% employer match about $2,197,917 at 4% or $1,465,278 at 6%.
Scott Heron Pension Plan-3$1,895,794$450,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
SCOTT HERON 401(K) PLAN-3$614,936$77,500$25,833iApproximate average salary by contribution assumption: employee only about $645,833 at 4% or $430,556 at 6%; with 50% employer match about $430,556 at 4% or $287,037 at 6%; with 100% employer match about $322,917 at 4% or $215,278 at 6%.
201924$1,953,068$399,700$99,925iApproximate average salary by contribution assumption: employee only about $2,498,125 at 4% or $1,665,417 at 6%; with 50% employer match about $1,665,417 at 4% or $1,110,278 at 6%; with 100% employer match about $1,249,063 at 4% or $832,708 at 6%.
Scott Heron Pension Plan-3$1,466,815$320,000$106,667iApproximate average salary by contribution assumption: employee only about $2,666,667 at 4% or $1,777,778 at 6%; with 50% employer match about $1,777,778 at 4% or $1,185,185 at 6%; with 100% employer match about $1,333,333 at 4% or $888,889 at 6%.
SCOTT HERON 401(K) PLAN-4$486,253$79,700$19,925iApproximate average salary by contribution assumption: employee only about $498,125 at 4% or $332,083 at 6%; with 50% employer match about $332,083 at 4% or $221,389 at 6%; with 100% employer match about $249,063 at 4% or $166,042 at 6%.
201825$1,524,381$376,821$75,364iApproximate average salary by contribution assumption: employee only about $1,884,105 at 4% or $1,256,070 at 6%; with 50% employer match about $1,256,070 at 4% or $837,380 at 6%; with 100% employer match about $942,053 at 4% or $628,035 at 6%.
Scott Heron Pension Plan-3$1,142,880$300,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
SCOTT HERON 401(K) PLAN-5$381,501$76,821$15,364iApproximate average salary by contribution assumption: employee only about $384,105 at 4% or $256,070 at 6%; with 50% employer match about $256,070 at 4% or $170,713 at 6%; with 100% employer match about $192,053 at 4% or $128,035 at 6%.
201726$1,265,090$274,521$45,754iApproximate average salary by contribution assumption: employee only about $1,143,838 at 4% or $762,558 at 6%; with 50% employer match about $762,558 at 4% or $508,372 at 6%; with 100% employer match about $571,919 at 4% or $381,279 at 6%.
Scott Heron Pension Plan-4$921,936$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
SCOTT HERON 401(K) PLAN-6$343,154$74,521$12,420iApproximate average salary by contribution assumption: employee only about $310,504 at 4% or $207,003 at 6%; with 50% employer match about $207,003 at 4% or $138,002 at 6%; with 100% employer match about $155,252 at 4% or $103,501 at 6%.
201626$987,013$273,918$45,653iApproximate average salary by contribution assumption: employee only about $1,141,325 at 4% or $760,883 at 6%; with 50% employer match about $760,883 at 4% or $507,256 at 6%; with 100% employer match about $570,663 at 4% or $380,442 at 6%.
Scott Heron Pension Plan-4$733,615$201,221$50,305iApproximate average salary by contribution assumption: employee only about $1,257,631 at 4% or $838,421 at 6%; with 50% employer match about $838,421 at 4% or $558,947 at 6%; with 100% employer match about $628,816 at 4% or $419,210 at 6%.
SCOTT HERON 401(K) PLAN-6$253,398$72,697$12,116iApproximate average salary by contribution assumption: employee only about $302,904 at 4% or $201,936 at 6%; with 50% employer match about $201,936 at 4% or $134,624 at 6%; with 100% employer match about $151,452 at 4% or $100,968 at 6%.
201526$584,302$273,544$45,591iApproximate average salary by contribution assumption: employee only about $1,139,767 at 4% or $759,844 at 6%; with 50% employer match about $759,844 at 4% or $506,563 at 6%; with 100% employer match about $569,883 at 4% or $379,922 at 6%.
Scott Heron Pension Plan-4$413,533$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
SCOTT HERON 401(K) PLAN-6$170,769$73,544$12,257iApproximate average salary by contribution assumption: employee only about $306,433 at 4% or $204,289 at 6%; with 50% employer match about $204,289 at 4% or $136,193 at 6%; with 100% employer match about $153,217 at 4% or $102,144 at 6%.
201426$393,028$259,145$43,191iApproximate average salary by contribution assumption: employee only about $1,079,771 at 4% or $719,847 at 6%; with 50% employer match about $719,847 at 4% or $479,898 at 6%; with 100% employer match about $539,885 at 4% or $359,924 at 6%.
Scott Heron Pension Plan-3$288,338$169,500$56,500iApproximate average salary by contribution assumption: employee only about $1,412,500 at 4% or $941,667 at 6%; with 50% employer match about $941,667 at 4% or $627,778 at 6%; with 100% employer match about $706,250 at 4% or $470,833 at 6%.
SCOTT HERON 401(K) PLAN-6$104,690$89,645$14,941iApproximate average salary by contribution assumption: employee only about $373,521 at 4% or $249,014 at 6%; with 50% employer match about $249,014 at 4% or $166,009 at 6%; with 100% employer match about $186,760 at 4% or $124,507 at 6%.
201326$158,044$158,044$26,341iApproximate average salary by contribution assumption: employee only about $658,517 at 4% or $439,011 at 6%; with 50% employer match about $439,011 at 4% or $292,674 at 6%; with 100% employer match about $329,258 at 4% or $219,506 at 6%.
Scott Heron Pension Plan-3$139,887$139,887$46,629iApproximate average salary by contribution assumption: employee only about $1,165,725 at 4% or $777,150 at 6%; with 50% employer match about $777,150 at 4% or $518,100 at 6%; with 100% employer match about $582,863 at 4% or $388,575 at 6%.
SCOTT HERON 401(K) PLAN-6$18,157$18,157$3,026iApproximate average salary by contribution assumption: employee only about $75,654 at 4% or $50,436 at 6%; with 50% employer match about $50,436 at 4% or $33,624 at 6%; with 100% employer match about $37,827 at 4% or $25,218 at 6%.
200210$0$0-
SCOTT T HERON MONEY PURCHASE PLAN-0---
200113$0$0-
SCOTT T HERON MONEY PURCHASE PLAN-3---