Civic Intelligence

Mary Jo Heher, CPA PC

Plan context: Mary Jo Heher CPA PC Profit Sharing Plan

EIN 86-0516913 • Flagstaff, AZ • 20 filings • 4 plans

809 Riordan Rd, Ste 202Flagstaff, AZ 86001-0812
Current Snapshot

Latest Year

2016

2016 Participants

1

2016 Assets

$864,730

2016 Contributions

$29,250

Historical Graphs

Total Assets Over Time

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

$864,730$432,365$0199920082016YearValue
$864,730Latest year 2016

Participants Over Time

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

320199920082016YearValue
1Latest year 2016

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
201611$864,730$29,250$29,250iApproximate average salary by contribution assumption: employee only about $731,250 at 4% or $487,500 at 6%; with 50% employer match about $487,500 at 4% or $325,000 at 6%; with 100% employer match about $365,625 at 4% or $243,750 at 6%.
Mary Jo Heher CPA PC Profit Sharing Plan-1$864,730$29,250$29,250iApproximate average salary by contribution assumption: employee only about $731,250 at 4% or $487,500 at 6%; with 50% employer match about $487,500 at 4% or $325,000 at 6%; with 100% employer match about $365,625 at 4% or $243,750 at 6%.
201512$816,870$35,529$17,765iApproximate average salary by contribution assumption: employee only about $444,113 at 4% or $296,075 at 6%; with 50% employer match about $296,075 at 4% or $197,383 at 6%; with 100% employer match about $222,056 at 4% or $148,038 at 6%.
Mary Jo Heher CPA PC Profit Sharing Plan-2$816,870$35,529$17,765iApproximate average salary by contribution assumption: employee only about $444,113 at 4% or $296,075 at 6%; with 50% employer match about $296,075 at 4% or $197,383 at 6%; with 100% employer match about $222,056 at 4% or $148,038 at 6%.
201412$856,785$35,441$17,721iApproximate average salary by contribution assumption: employee only about $443,013 at 4% or $295,342 at 6%; with 50% employer match about $295,342 at 4% or $196,894 at 6%; with 100% employer match about $221,506 at 4% or $147,671 at 6%.
Mary Jo Heher CPA PC Profit Sharing Plan-2$856,785$35,441$17,721iApproximate average salary by contribution assumption: employee only about $443,013 at 4% or $295,342 at 6%; with 50% employer match about $295,342 at 4% or $196,894 at 6%; with 100% employer match about $221,506 at 4% or $147,671 at 6%.
201312$742,412$31,068$15,534iApproximate average salary by contribution assumption: employee only about $388,350 at 4% or $258,900 at 6%; with 50% employer match about $258,900 at 4% or $172,600 at 6%; with 100% employer match about $194,175 at 4% or $129,450 at 6%.
Mary Jo Heher CPA PC Profit Sharing Plan-2$742,412$31,068$15,534iApproximate average salary by contribution assumption: employee only about $388,350 at 4% or $258,900 at 6%; with 50% employer match about $258,900 at 4% or $172,600 at 6%; with 100% employer match about $194,175 at 4% or $129,450 at 6%.
201212$549,079$31,009$15,505iApproximate average salary by contribution assumption: employee only about $387,613 at 4% or $258,408 at 6%; with 50% employer match about $258,408 at 4% or $172,272 at 6%; with 100% employer match about $193,806 at 4% or $129,204 at 6%.
Mary Jo Heher CPA PC Profit Sharing Plan-2$549,079$31,009$15,505iApproximate average salary by contribution assumption: employee only about $387,613 at 4% or $258,408 at 6%; with 50% employer match about $258,408 at 4% or $172,272 at 6%; with 100% employer match about $193,806 at 4% or $129,204 at 6%.
201112$484,666$26,305$13,153iApproximate average salary by contribution assumption: employee only about $328,813 at 4% or $219,208 at 6%; with 50% employer match about $219,208 at 4% or $146,139 at 6%; with 100% employer match about $164,406 at 4% or $109,604 at 6%.
Mary Jo Heher CPA PC Profit Sharing Plan-2$484,666$26,305$13,153iApproximate average salary by contribution assumption: employee only about $328,813 at 4% or $219,208 at 6%; with 50% employer match about $219,208 at 4% or $146,139 at 6%; with 100% employer match about $164,406 at 4% or $109,604 at 6%.
201012$471,519$27,855$13,928iApproximate average salary by contribution assumption: employee only about $348,188 at 4% or $232,125 at 6%; with 50% employer match about $232,125 at 4% or $154,750 at 6%; with 100% employer match about $174,094 at 4% or $116,063 at 6%.
Mary Jo Heher CPA PC Profit Sharing Plan-2$471,519$27,855$13,928iApproximate average salary by contribution assumption: employee only about $348,188 at 4% or $232,125 at 6%; with 50% employer match about $232,125 at 4% or $154,750 at 6%; with 100% employer match about $174,094 at 4% or $116,063 at 6%.
200912$402,185$25,447$12,724iApproximate average salary by contribution assumption: employee only about $318,088 at 4% or $212,058 at 6%; with 50% employer match about $212,058 at 4% or $141,372 at 6%; with 100% employer match about $159,044 at 4% or $106,029 at 6%.
Mary Jo Heher CPA PC Profit Sharing Plan-2$402,185$25,447$12,724iApproximate average salary by contribution assumption: employee only about $318,088 at 4% or $212,058 at 6%; with 50% employer match about $212,058 at 4% or $141,372 at 6%; with 100% employer match about $159,044 at 4% or $106,029 at 6%.
200811$294,007$0-
Mary Jo Heher CPA PC Profit Sharing Plan-1$294,007--
200713$456,113$27,394$9,131iApproximate average salary by contribution assumption: employee only about $228,283 at 4% or $152,189 at 6%; with 50% employer match about $152,189 at 4% or $101,459 at 6%; with 100% employer match about $114,142 at 4% or $76,094 at 6%.
Mary Jo Heher, CPA PC Money Purchase Pension Plan-3$456,113$27,394$9,131iApproximate average salary by contribution assumption: employee only about $228,283 at 4% or $152,189 at 6%; with 50% employer match about $152,189 at 4% or $101,459 at 6%; with 100% employer match about $114,142 at 4% or $76,094 at 6%.
200613$412,397$43,190$14,397iApproximate average salary by contribution assumption: employee only about $359,917 at 4% or $239,944 at 6%; with 50% employer match about $239,944 at 4% or $159,963 at 6%; with 100% employer match about $179,958 at 4% or $119,972 at 6%.
Mary Jo Heher CPA PC Profit Sharing Plan-3$412,397$43,190$14,397iApproximate average salary by contribution assumption: employee only about $359,917 at 4% or $239,944 at 6%; with 50% employer match about $239,944 at 4% or $159,963 at 6%; with 100% employer match about $179,958 at 4% or $119,972 at 6%.
200522$653,390$60,456$30,228iApproximate average salary by contribution assumption: employee only about $755,700 at 4% or $503,800 at 6%; with 50% employer match about $503,800 at 4% or $335,867 at 6%; with 100% employer match about $377,850 at 4% or $251,900 at 6%.
Mary Jo Heher CPA PC Profit Sharing Plan-2$326,695$30,228$15,114iApproximate average salary by contribution assumption: employee only about $377,850 at 4% or $251,900 at 6%; with 50% employer match about $251,900 at 4% or $167,933 at 6%; with 100% employer match about $188,925 at 4% or $125,950 at 6%.
Mary Jo Heher, CPA PC Money Purchase Pension Plan-2$326,695$30,228$15,114iApproximate average salary by contribution assumption: employee only about $377,850 at 4% or $251,900 at 6%; with 50% employer match about $251,900 at 4% or $167,933 at 6%; with 100% employer match about $188,925 at 4% or $125,950 at 6%.
200422$277,243$10,457$5,229iApproximate average salary by contribution assumption: employee only about $130,713 at 4% or $87,142 at 6%; with 50% employer match about $87,142 at 4% or $58,094 at 6%; with 100% employer match about $65,356 at 4% or $43,571 at 6%.
Mary Jo Heher CPA PC Profit Sharing Plan-2$277,243$10,457$5,229iApproximate average salary by contribution assumption: employee only about $130,713 at 4% or $87,142 at 6%; with 50% employer match about $87,142 at 4% or $58,094 at 6%; with 100% employer match about $65,356 at 4% or $43,571 at 6%.
Mary Jo Heher, CPA PC Money Purchase Pension Plan-0---
200311$235,884$14,250$14,250iApproximate average salary by contribution assumption: employee only about $356,250 at 4% or $237,500 at 6%; with 50% employer match about $237,500 at 4% or $158,333 at 6%; with 100% employer match about $178,125 at 4% or $118,750 at 6%.
Mary Jo Heher, CPA PC Money Purchase Pension Plan-1$235,884$14,250$14,250iApproximate average salary by contribution assumption: employee only about $356,250 at 4% or $237,500 at 6%; with 50% employer match about $237,500 at 4% or $158,333 at 6%; with 100% employer match about $178,125 at 4% or $118,750 at 6%.
200211$160,076$19,500$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
Mary Jo Heher, CPA PC Money Purchase Pension Plan-1$160,076$19,500$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
200111$189,498$17,375$17,375iApproximate average salary by contribution assumption: employee only about $434,375 at 4% or $289,583 at 6%; with 50% employer match about $289,583 at 4% or $193,056 at 6%; with 100% employer match about $217,188 at 4% or $144,792 at 6%.
Mary Jo Heher, CPA PC Money Purchase Pension Plan-1$189,498$17,375$17,375iApproximate average salary by contribution assumption: employee only about $434,375 at 4% or $289,583 at 6%; with 50% employer match about $289,583 at 4% or $193,056 at 6%; with 100% employer match about $217,188 at 4% or $144,792 at 6%.
200011$209,603$11,975$11,975iApproximate average salary by contribution assumption: employee only about $299,375 at 4% or $199,583 at 6%; with 50% employer match about $199,583 at 4% or $133,056 at 6%; with 100% employer match about $149,688 at 4% or $99,792 at 6%.
Mary Jo Heher, CPA PC Money Purchase Pension Plan-1$209,603$11,975$11,975iApproximate average salary by contribution assumption: employee only about $299,375 at 4% or $199,583 at 6%; with 50% employer match about $199,583 at 4% or $133,056 at 6%; with 100% employer match about $149,688 at 4% or $99,792 at 6%.
199911$236,857$21,750$21,750iApproximate average salary by contribution assumption: employee only about $543,750 at 4% or $362,500 at 6%; with 50% employer match about $362,500 at 4% or $241,667 at 6%; with 100% employer match about $271,875 at 4% or $181,250 at 6%.
Mary Jo Heher, CPA PC Money Purchase Pension Plan-1$236,857$21,750$21,750iApproximate average salary by contribution assumption: employee only about $543,750 at 4% or $362,500 at 6%; with 50% employer match about $362,500 at 4% or $241,667 at 6%; with 100% employer match about $271,875 at 4% or $181,250 at 6%.