Civic Intelligence

Grant W. Heinz, M.D. PC.

Plan context: Grant W Heinz, M.D. PC. Profit Sharing Plan and Trust Agreement

EIN 86-1010140 • Mesa, AZ • 17 filings • 2 plans

6007 E. Baseline Road, Ste. 101Mesa, AZ 85206
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$2,982,337

2024 Contributions

$73,681

Historical Graphs

Total Assets Over Time

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

$2,982,337$1,491,169$0200320162024YearValue
$2,982,337Latest year 2024

Participants Over Time

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

1050200320162024YearValue
8Latest 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
202418$2,982,337$73,681$9,210iApproximate average salary by contribution assumption: employee only about $230,253 at 4% or $153,502 at 6%; with 50% employer match about $153,502 at 4% or $102,335 at 6%; with 100% employer match about $115,127 at 4% or $76,751 at 6%.
Grant W Heinz, M.D. PC. Profit Sharing Plan and Trust Agreement-8$2,982,337$73,681$9,210iApproximate average salary by contribution assumption: employee only about $230,253 at 4% or $153,502 at 6%; with 50% employer match about $153,502 at 4% or $102,335 at 6%; with 100% employer match about $115,127 at 4% or $76,751 at 6%.
202317$2,679,760$114,009$16,287iApproximate average salary by contribution assumption: employee only about $407,175 at 4% or $271,450 at 6%; with 50% employer match about $271,450 at 4% or $180,967 at 6%; with 100% employer match about $203,588 at 4% or $135,725 at 6%.
Grant W Heinz, M.D. PC. Profit Sharing Plan and Trust Agreement-7$2,679,760$114,009$16,287iApproximate average salary by contribution assumption: employee only about $407,175 at 4% or $271,450 at 6%; with 50% employer match about $271,450 at 4% or $180,967 at 6%; with 100% employer match about $203,588 at 4% or $135,725 at 6%.
202215$2,315,171$76,822$15,364iApproximate average salary by contribution assumption: employee only about $384,110 at 4% or $256,073 at 6%; with 50% employer match about $256,073 at 4% or $170,716 at 6%; with 100% employer match about $192,055 at 4% or $128,037 at 6%.
Grant W Heinz, M.D. PC. Profit Sharing Plan and Trust Agreement-5$2,315,171$76,822$15,364iApproximate average salary by contribution assumption: employee only about $384,110 at 4% or $256,073 at 6%; with 50% employer match about $256,073 at 4% or $170,716 at 6%; with 100% employer match about $192,055 at 4% or $128,037 at 6%.
202115$2,502,603$77,385$15,477iApproximate average salary by contribution assumption: employee only about $386,925 at 4% or $257,950 at 6%; with 50% employer match about $257,950 at 4% or $171,967 at 6%; with 100% employer match about $193,463 at 4% or $128,975 at 6%.
Grant W Heinz, M.D. PC. Profit Sharing Plan and Trust Agreement-5$2,502,603$77,385$15,477iApproximate average salary by contribution assumption: employee only about $386,925 at 4% or $257,950 at 6%; with 50% employer match about $257,950 at 4% or $171,967 at 6%; with 100% employer match about $193,463 at 4% or $128,975 at 6%.
202016$2,058,691$76,708$12,785iApproximate average salary by contribution assumption: employee only about $319,617 at 4% or $213,078 at 6%; with 50% employer match about $213,078 at 4% or $142,052 at 6%; with 100% employer match about $159,808 at 4% or $106,539 at 6%.
Grant W Heinz, M.D. PC. Profit Sharing Plan and Trust Agreement-6$2,058,691$76,708$12,785iApproximate average salary by contribution assumption: employee only about $319,617 at 4% or $213,078 at 6%; with 50% employer match about $213,078 at 4% or $142,052 at 6%; with 100% employer match about $159,808 at 4% or $106,539 at 6%.
201916$1,612,842$72,613$12,102iApproximate average salary by contribution assumption: employee only about $302,554 at 4% or $201,703 at 6%; with 50% employer match about $201,703 at 4% or $134,469 at 6%; with 100% employer match about $151,277 at 4% or $100,851 at 6%.
Grant W Heinz, M.D. PC. Profit Sharing Plan and Trust Agreement-6$1,612,842$72,613$12,102iApproximate average salary by contribution assumption: employee only about $302,554 at 4% or $201,703 at 6%; with 50% employer match about $201,703 at 4% or $134,469 at 6%; with 100% employer match about $151,277 at 4% or $100,851 at 6%.
201816$1,163,175$50,897$8,483iApproximate average salary by contribution assumption: employee only about $212,071 at 4% or $141,381 at 6%; with 50% employer match about $141,381 at 4% or $94,254 at 6%; with 100% employer match about $106,035 at 4% or $70,690 at 6%.
Grant W Heinz, M.D. PC. Profit Sharing Plan and Trust Agreement-6$1,163,175$50,897$8,483iApproximate average salary by contribution assumption: employee only about $212,071 at 4% or $141,381 at 6%; with 50% employer match about $141,381 at 4% or $94,254 at 6%; with 100% employer match about $106,035 at 4% or $70,690 at 6%.
201717$1,128,700$74,197$10,600iApproximate average salary by contribution assumption: employee only about $264,989 at 4% or $176,660 at 6%; with 50% employer match about $176,660 at 4% or $117,773 at 6%; with 100% employer match about $132,495 at 4% or $88,330 at 6%.
Grant W Heinz, M.D. PC. Profit Sharing Plan and Trust Agreement-7$1,128,700$74,197$10,600iApproximate average salary by contribution assumption: employee only about $264,989 at 4% or $176,660 at 6%; with 50% employer match about $176,660 at 4% or $117,773 at 6%; with 100% employer match about $132,495 at 4% or $88,330 at 6%.
201617$942,525$39,635$5,662iApproximate average salary by contribution assumption: employee only about $141,554 at 4% or $94,369 at 6%; with 50% employer match about $94,369 at 4% or $62,913 at 6%; with 100% employer match about $70,777 at 4% or $47,185 at 6%.
Grant W Heinz, M.D. PC. Profit Sharing Plan and Trust Agreement-7$942,525$39,635$5,662iApproximate average salary by contribution assumption: employee only about $141,554 at 4% or $94,369 at 6%; with 50% employer match about $94,369 at 4% or $62,913 at 6%; with 100% employer match about $70,777 at 4% or $47,185 at 6%.
2015110$895,175$45,898$4,590iApproximate average salary by contribution assumption: employee only about $114,745 at 4% or $76,497 at 6%; with 50% employer match about $76,497 at 4% or $50,998 at 6%; with 100% employer match about $57,373 at 4% or $38,248 at 6%.
Grant W Heinz, M.D. PC. Profit Sharing Plan and Trust Agreement-10$895,175$45,898$4,590iApproximate average salary by contribution assumption: employee only about $114,745 at 4% or $76,497 at 6%; with 50% employer match about $76,497 at 4% or $50,998 at 6%; with 100% employer match about $57,373 at 4% or $38,248 at 6%.
201418$801,873$46,432$5,804iApproximate average salary by contribution assumption: employee only about $145,100 at 4% or $96,733 at 6%; with 50% employer match about $96,733 at 4% or $64,489 at 6%; with 100% employer match about $72,550 at 4% or $48,367 at 6%.
Grant W Heinz, M.D. PC. Profit Sharing Plan and Trust Agreement-8$801,873$46,432$5,804iApproximate average salary by contribution assumption: employee only about $145,100 at 4% or $96,733 at 6%; with 50% employer match about $96,733 at 4% or $64,489 at 6%; with 100% employer match about $72,550 at 4% or $48,367 at 6%.
201317$709,776$38,226$5,461iApproximate average salary by contribution assumption: employee only about $136,521 at 4% or $91,014 at 6%; with 50% employer match about $91,014 at 4% or $60,676 at 6%; with 100% employer match about $68,261 at 4% or $45,507 at 6%.
Grant W Heinz, M.D. PC. Profit Sharing Plan and Trust Agreement-7$709,776$38,226$5,461iApproximate average salary by contribution assumption: employee only about $136,521 at 4% or $91,014 at 6%; with 50% employer match about $91,014 at 4% or $60,676 at 6%; with 100% employer match about $68,261 at 4% or $45,507 at 6%.
201216$655,324$0-
Grant W Heinz, M.D. PC. Profit Sharing Plan and Trust Agreement-6$655,324--
201117$627,355$64,726$9,247iApproximate average salary by contribution assumption: employee only about $231,164 at 4% or $154,110 at 6%; with 50% employer match about $154,110 at 4% or $102,740 at 6%; with 100% employer match about $115,582 at 4% or $77,055 at 6%.
Grant W Heinz, M.D. PC. Profit Sharing Plan and Trust Agreement-7$627,355$64,726$9,247iApproximate average salary by contribution assumption: employee only about $231,164 at 4% or $154,110 at 6%; with 50% employer match about $154,110 at 4% or $102,740 at 6%; with 100% employer match about $115,582 at 4% or $77,055 at 6%.
201016$551,896$65,100$10,850iApproximate average salary by contribution assumption: employee only about $271,250 at 4% or $180,833 at 6%; with 50% employer match about $180,833 at 4% or $120,556 at 6%; with 100% employer match about $135,625 at 4% or $90,417 at 6%.
Grant W Heinz, M.D. PC. Profit Sharing Plan and Trust Agreement-6$551,896$65,100$10,850iApproximate average salary by contribution assumption: employee only about $271,250 at 4% or $180,833 at 6%; with 50% employer match about $180,833 at 4% or $120,556 at 6%; with 100% employer match about $135,625 at 4% or $90,417 at 6%.
200917$610,656$71,000$10,143iApproximate average salary by contribution assumption: employee only about $253,571 at 4% or $169,048 at 6%; with 50% employer match about $169,048 at 4% or $112,698 at 6%; with 100% employer match about $126,786 at 4% or $84,524 at 6%.
Grant W Heinz, M.D. PC. Profit Sharing Plan and Trust Agreement-7$610,656$71,000$10,143iApproximate average salary by contribution assumption: employee only about $253,571 at 4% or $169,048 at 6%; with 50% employer match about $169,048 at 4% or $112,698 at 6%; with 100% employer match about $126,786 at 4% or $84,524 at 6%.
200313$51,057$51,057$17,019iApproximate average salary by contribution assumption: employee only about $425,475 at 4% or $283,650 at 6%; with 50% employer match about $283,650 at 4% or $189,100 at 6%; with 100% employer match about $212,738 at 4% or $141,825 at 6%.
Grant W Heinz, M.D. PC. Profit Sharing Plan and Trust Agreement-3$51,057$51,057$17,019iApproximate average salary by contribution assumption: employee only about $425,475 at 4% or $283,650 at 6%; with 50% employer match about $283,650 at 4% or $189,100 at 6%; with 100% employer match about $212,738 at 4% or $141,825 at 6%.