Civic Intelligence

Heberger & Company Inc.

Plan context: Heberger & Company Inc. Retirement Plan

EIN 77-0445212 • Fresno, CA • 20 filings • 3 plans

5090 N. Fruit Avenue, Suite 102Fresno, CA 93704
Current Snapshot

Latest Year

2023

2023 Participants

1

2023 Assets

$249,818

2023 Contributions

$15,200

Historical Graphs

Total Assets Over Time

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

$1,652,821$826,411$0199920152023YearValue
$249,818Latest year 2023

Participants Over Time

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

950199920142023YearValue
1Latest year 2023

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
202311$249,818$15,200$15,200iApproximate average salary by contribution assumption: employee only about $380,000 at 4% or $253,333 at 6%; with 50% employer match about $253,333 at 4% or $168,889 at 6%; with 100% employer match about $190,000 at 4% or $126,667 at 6%.
Heberger & Company Inc. Retirement Plan-1$249,818$15,200$15,200iApproximate average salary by contribution assumption: employee only about $380,000 at 4% or $253,333 at 6%; with 50% employer match about $253,333 at 4% or $168,889 at 6%; with 100% employer match about $190,000 at 4% or $126,667 at 6%.
202213$210,188$13,775$4,592iApproximate average salary by contribution assumption: employee only about $114,792 at 4% or $76,528 at 6%; with 50% employer match about $76,528 at 4% or $51,019 at 6%; with 100% employer match about $57,396 at 4% or $38,264 at 6%.
Heberger & Company Inc. Retirement Plan-3$210,188$13,775$4,592iApproximate average salary by contribution assumption: employee only about $114,792 at 4% or $76,528 at 6%; with 50% employer match about $76,528 at 4% or $51,019 at 6%; with 100% employer match about $57,396 at 4% or $38,264 at 6%.
202113$226,064$13,775$4,592iApproximate average salary by contribution assumption: employee only about $114,792 at 4% or $76,528 at 6%; with 50% employer match about $76,528 at 4% or $51,019 at 6%; with 100% employer match about $57,396 at 4% or $38,264 at 6%.
Heberger & Company Inc. Retirement Plan-3$226,064$13,775$4,592iApproximate average salary by contribution assumption: employee only about $114,792 at 4% or $76,528 at 6%; with 50% employer match about $76,528 at 4% or $51,019 at 6%; with 100% employer match about $57,396 at 4% or $38,264 at 6%.
202013$172,513$13,880$4,627iApproximate average salary by contribution assumption: employee only about $115,667 at 4% or $77,111 at 6%; with 50% employer match about $77,111 at 4% or $51,407 at 6%; with 100% employer match about $57,833 at 4% or $38,556 at 6%.
Heberger & Company Inc. Retirement Plan-3$172,513$13,880$4,627iApproximate average salary by contribution assumption: employee only about $115,667 at 4% or $77,111 at 6%; with 50% employer match about $77,111 at 4% or $51,407 at 6%; with 100% employer match about $57,833 at 4% or $38,556 at 6%.
201913$128,762$13,880$4,627iApproximate average salary by contribution assumption: employee only about $115,667 at 4% or $77,111 at 6%; with 50% employer match about $77,111 at 4% or $51,407 at 6%; with 100% employer match about $57,833 at 4% or $38,556 at 6%.
Heberger & Company Inc. Retirement Plan-3$128,762$13,880$4,627iApproximate average salary by contribution assumption: employee only about $115,667 at 4% or $77,111 at 6%; with 50% employer match about $77,111 at 4% or $51,407 at 6%; with 100% employer match about $57,833 at 4% or $38,556 at 6%.
201813$93,196$13,302$4,434iApproximate average salary by contribution assumption: employee only about $110,850 at 4% or $73,900 at 6%; with 50% employer match about $73,900 at 4% or $49,267 at 6%; with 100% employer match about $55,425 at 4% or $36,950 at 6%.
Heberger & Company Inc. Retirement Plan-3$93,196$13,302$4,434iApproximate average salary by contribution assumption: employee only about $110,850 at 4% or $73,900 at 6%; with 50% employer match about $73,900 at 4% or $49,267 at 6%; with 100% employer match about $55,425 at 4% or $36,950 at 6%.
201713$88,858$14,037$4,679iApproximate average salary by contribution assumption: employee only about $116,975 at 4% or $77,983 at 6%; with 50% employer match about $77,983 at 4% or $51,989 at 6%; with 100% employer match about $58,488 at 4% or $38,992 at 6%.
Heberger & Company Inc. Retirement Plan-3$88,858$14,037$4,679iApproximate average salary by contribution assumption: employee only about $116,975 at 4% or $77,983 at 6%; with 50% employer match about $77,983 at 4% or $51,989 at 6%; with 100% employer match about $58,488 at 4% or $38,992 at 6%.
201613$88,959$17,944$5,981iApproximate average salary by contribution assumption: employee only about $149,533 at 4% or $99,689 at 6%; with 50% employer match about $99,689 at 4% or $66,459 at 6%; with 100% employer match about $74,767 at 4% or $49,844 at 6%.
Heberger & Company Inc. Retirement Plan-3$88,959$17,944$5,981iApproximate average salary by contribution assumption: employee only about $149,533 at 4% or $99,689 at 6%; with 50% employer match about $99,689 at 4% or $66,459 at 6%; with 100% employer match about $74,767 at 4% or $49,844 at 6%.
201514$394,918$16,305$4,076iApproximate average salary by contribution assumption: employee only about $101,906 at 4% or $67,938 at 6%; with 50% employer match about $67,938 at 4% or $45,292 at 6%; with 100% employer match about $50,953 at 4% or $33,969 at 6%.
Heberger & Company Inc. Retirement Plan-4$394,918$16,305$4,076iApproximate average salary by contribution assumption: employee only about $101,906 at 4% or $67,938 at 6%; with 50% employer match about $67,938 at 4% or $45,292 at 6%; with 100% employer match about $50,953 at 4% or $33,969 at 6%.
201414$1,053,217$37,727$9,432iApproximate average salary by contribution assumption: employee only about $235,794 at 4% or $157,196 at 6%; with 50% employer match about $157,196 at 4% or $104,797 at 6%; with 100% employer match about $117,897 at 4% or $78,598 at 6%.
Heberger & Company Inc. Retirement Plan-4$1,053,217$37,727$9,432iApproximate average salary by contribution assumption: employee only about $235,794 at 4% or $157,196 at 6%; with 50% employer match about $157,196 at 4% or $104,797 at 6%; with 100% employer match about $117,897 at 4% or $78,598 at 6%.
201315$1,019,185$41,597$8,319iApproximate average salary by contribution assumption: employee only about $207,985 at 4% or $138,657 at 6%; with 50% employer match about $138,657 at 4% or $92,438 at 6%; with 100% employer match about $103,993 at 4% or $69,328 at 6%.
Heberger & Company Inc. Retirement Plan-5$1,019,185$41,597$8,319iApproximate average salary by contribution assumption: employee only about $207,985 at 4% or $138,657 at 6%; with 50% employer match about $138,657 at 4% or $92,438 at 6%; with 100% employer match about $103,993 at 4% or $69,328 at 6%.
201215$884,096$37,684$7,537iApproximate average salary by contribution assumption: employee only about $188,420 at 4% or $125,613 at 6%; with 50% employer match about $125,613 at 4% or $83,742 at 6%; with 100% employer match about $94,210 at 4% or $62,807 at 6%.
Heberger & Company Inc. Retirement Plan-5$884,096$37,684$7,537iApproximate average salary by contribution assumption: employee only about $188,420 at 4% or $125,613 at 6%; with 50% employer match about $125,613 at 4% or $83,742 at 6%; with 100% employer match about $94,210 at 4% or $62,807 at 6%.
201129$1,652,821$135,918$15,102iApproximate average salary by contribution assumption: employee only about $377,550 at 4% or $251,700 at 6%; with 50% employer match about $251,700 at 4% or $167,800 at 6%; with 100% employer match about $188,775 at 4% or $125,850 at 6%.
Heberger & Company Inc. Retirement Plan-9$870,226$92,959$10,329iApproximate average salary by contribution assumption: employee only about $258,219 at 4% or $172,146 at 6%; with 50% employer match about $172,146 at 4% or $114,764 at 6%; with 100% employer match about $129,110 at 4% or $86,073 at 6%.
Heberger & Company Inc. Retirement Plan-9$782,595$42,959$4,773iApproximate average salary by contribution assumption: employee only about $119,331 at 4% or $79,554 at 6%; with 50% employer match about $79,554 at 4% or $53,036 at 6%; with 100% employer match about $59,665 at 4% or $39,777 at 6%.
201019$796,112$58,636$6,515iApproximate average salary by contribution assumption: employee only about $162,878 at 4% or $108,585 at 6%; with 50% employer match about $108,585 at 4% or $72,390 at 6%; with 100% employer match about $81,439 at 4% or $54,293 at 6%.
Heberger & Company Inc. Retirement Plan-9$796,112$58,636$6,515iApproximate average salary by contribution assumption: employee only about $162,878 at 4% or $108,585 at 6%; with 50% employer match about $108,585 at 4% or $72,390 at 6%; with 100% employer match about $81,439 at 4% or $54,293 at 6%.
200916$703,854$51,837$8,640iApproximate average salary by contribution assumption: employee only about $215,988 at 4% or $143,992 at 6%; with 50% employer match about $143,992 at 4% or $95,994 at 6%; with 100% employer match about $107,994 at 4% or $71,996 at 6%.
Heberger & Company Inc. Retirement Plan-6$703,854$51,837$8,640iApproximate average salary by contribution assumption: employee only about $215,988 at 4% or $143,992 at 6%; with 50% employer match about $143,992 at 4% or $95,994 at 6%; with 100% employer match about $107,994 at 4% or $71,996 at 6%.
200215$0$0-
Heberger & Company Inc. Retirement Plan-5---
200114$0$0-
Heberger & Company Inc. Retirement Plan-4---
200014$342,123$22,925$5,731iApproximate average salary by contribution assumption: employee only about $143,281 at 4% or $95,521 at 6%; with 50% employer match about $95,521 at 4% or $63,681 at 6%; with 100% employer match about $71,641 at 4% or $47,760 at 6%.
Heberger & Company Inc. Retirement Plan-4$342,123$22,925$5,731iApproximate average salary by contribution assumption: employee only about $143,281 at 4% or $95,521 at 6%; with 50% employer match about $95,521 at 4% or $63,681 at 6%; with 100% employer match about $71,641 at 4% or $47,760 at 6%.
199914$334,295$24,748$6,187iApproximate average salary by contribution assumption: employee only about $154,675 at 4% or $103,117 at 6%; with 50% employer match about $103,117 at 4% or $68,744 at 6%; with 100% employer match about $77,338 at 4% or $51,558 at 6%.
Heberger & Company Inc. Retirement Plan-4$334,295$24,748$6,187iApproximate average salary by contribution assumption: employee only about $154,675 at 4% or $103,117 at 6%; with 50% employer match about $103,117 at 4% or $68,744 at 6%; with 100% employer match about $77,338 at 4% or $51,558 at 6%.