Civic Intelligence

Heather & Learka

Plan context: HEATHER & LEARKA 401(K) PROFIT SHARING PLAN

EIN 81-0853566 • Beverly Hills, CA • 14 filings • 2 plans

150 El Camino Dr.Suite 150Beverly Hills, CA 90212
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,195,524

2024 Contributions

$3,064

Historical Graphs

Total Assets Over Time

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

$1,195,524$597,762$0201620202024YearValue
$1,195,524Latest year 2024

Participants Over Time

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

530201620202024YearValue
5Latest year 2024

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
202425$1,195,524$3,064$613iApproximate average salary by contribution assumption: employee only about $15,320 at 4% or $10,213 at 6%; with 50% employer match about $10,213 at 4% or $6,809 at 6%; with 100% employer match about $7,660 at 4% or $5,107 at 6%.
HEATHER & LEARKA 401(K) PROFIT SHARING PLAN-5$936,275$3,064$613iApproximate average salary by contribution assumption: employee only about $15,320 at 4% or $10,213 at 6%; with 50% employer match about $10,213 at 4% or $6,809 at 6%; with 100% employer match about $7,660 at 4% or $5,107 at 6%.
Heather & Learka Cash Balance Plan-2$259,249--
202323$1,068,218$2,288$763iApproximate average salary by contribution assumption: employee only about $19,067 at 4% or $12,711 at 6%; with 50% employer match about $12,711 at 4% or $8,474 at 6%; with 100% employer match about $9,533 at 4% or $6,356 at 6%.
HEATHER & LEARKA 401(K) PROFIT SHARING PLAN-3$822,938$2,288$763iApproximate average salary by contribution assumption: employee only about $19,067 at 4% or $12,711 at 6%; with 50% employer match about $12,711 at 4% or $8,474 at 6%; with 100% employer match about $9,533 at 4% or $6,356 at 6%.
Heather & Learka Cash Balance Plan-2$245,280--
202224$937,969$5,121$1,280iApproximate average salary by contribution assumption: employee only about $32,006 at 4% or $21,338 at 6%; with 50% employer match about $21,338 at 4% or $14,225 at 6%; with 100% employer match about $16,003 at 4% or $10,669 at 6%.
HEATHER & LEARKA 401(K) PROFIT SHARING PLAN-4$711,554$3,521$880iApproximate average salary by contribution assumption: employee only about $22,006 at 4% or $14,671 at 6%; with 50% employer match about $14,671 at 4% or $9,781 at 6%; with 100% employer match about $11,003 at 4% or $7,335 at 6%.
Heather & Learka Cash Balance Plan-2$226,415$1,600$800iApproximate average salary by contribution assumption: employee only about $20,000 at 4% or $13,333 at 6%; with 50% employer match about $13,333 at 4% or $8,889 at 6%; with 100% employer match about $10,000 at 4% or $6,667 at 6%.
202124$1,038,317$224,997$56,249iApproximate average salary by contribution assumption: employee only about $1,406,231 at 4% or $937,488 at 6%; with 50% employer match about $937,488 at 4% or $624,992 at 6%; with 100% employer match about $703,116 at 4% or $468,744 at 6%.
HEATHER & LEARKA 401(K) PROFIT SHARING PLAN-4$834,302$121,455$30,364iApproximate average salary by contribution assumption: employee only about $759,094 at 4% or $506,063 at 6%; with 50% employer match about $506,063 at 4% or $337,375 at 6%; with 100% employer match about $379,547 at 4% or $253,031 at 6%.
Heather & Learka Cash Balance Plan-3$204,015$103,542$34,514iApproximate average salary by contribution assumption: employee only about $862,850 at 4% or $575,233 at 6%; with 50% employer match about $575,233 at 4% or $383,489 at 6%; with 100% employer match about $431,425 at 4% or $287,617 at 6%.
202024$738,389$220,194$55,049iApproximate average salary by contribution assumption: employee only about $1,376,213 at 4% or $917,475 at 6%; with 50% employer match about $917,475 at 4% or $611,650 at 6%; with 100% employer match about $688,106 at 4% or $458,738 at 6%.
HEATHER & LEARKA 401(K) PROFIT SHARING PLAN-4$637,889$119,694$29,924iApproximate average salary by contribution assumption: employee only about $748,088 at 4% or $498,725 at 6%; with 50% employer match about $498,725 at 4% or $332,483 at 6%; with 100% employer match about $374,044 at 4% or $249,363 at 6%.
Heather & Learka Cash Balance Plan-3$100,500$100,500$33,500iApproximate average salary by contribution assumption: employee only about $837,500 at 4% or $558,333 at 6%; with 50% employer match about $558,333 at 4% or $372,222 at 6%; with 100% employer match about $418,750 at 4% or $279,167 at 6%.
201914$463,357$112,607$28,152iApproximate average salary by contribution assumption: employee only about $703,794 at 4% or $469,196 at 6%; with 50% employer match about $469,196 at 4% or $312,797 at 6%; with 100% employer match about $351,897 at 4% or $234,598 at 6%.
HEATHER & LEARKA 401(K) PROFIT SHARING PLAN-4$463,357$112,607$28,152iApproximate average salary by contribution assumption: employee only about $703,794 at 4% or $469,196 at 6%; with 50% employer match about $469,196 at 4% or $312,797 at 6%; with 100% employer match about $351,897 at 4% or $234,598 at 6%.
201814$322,740$119,607$29,902iApproximate average salary by contribution assumption: employee only about $747,544 at 4% or $498,363 at 6%; with 50% employer match about $498,363 at 4% or $332,242 at 6%; with 100% employer match about $373,772 at 4% or $249,181 at 6%.
HEATHER & LEARKA 401(K) PROFIT SHARING PLAN-4$322,740$119,607$29,902iApproximate average salary by contribution assumption: employee only about $747,544 at 4% or $498,363 at 6%; with 50% employer match about $498,363 at 4% or $332,242 at 6%; with 100% employer match about $373,772 at 4% or $249,181 at 6%.
201714$228,027$115,104$28,776iApproximate average salary by contribution assumption: employee only about $719,400 at 4% or $479,600 at 6%; with 50% employer match about $479,600 at 4% or $319,733 at 6%; with 100% employer match about $359,700 at 4% or $239,800 at 6%.
HEATHER & LEARKA 401(K) PROFIT SHARING PLAN-4$228,027$115,104$28,776iApproximate average salary by contribution assumption: employee only about $719,400 at 4% or $479,600 at 6%; with 50% employer match about $479,600 at 4% or $319,733 at 6%; with 100% employer match about $359,700 at 4% or $239,800 at 6%.
201614$112,895$112,895$28,224iApproximate average salary by contribution assumption: employee only about $705,594 at 4% or $470,396 at 6%; with 50% employer match about $470,396 at 4% or $313,597 at 6%; with 100% employer match about $352,797 at 4% or $235,198 at 6%.
HEATHER & LEARKA 401(K) PROFIT SHARING PLAN-4$112,895$112,895$28,224iApproximate average salary by contribution assumption: employee only about $705,594 at 4% or $470,396 at 6%; with 50% employer match about $470,396 at 4% or $313,597 at 6%; with 100% employer match about $352,797 at 4% or $235,198 at 6%.