Civic Intelligence

The Heestand Company

Plan context: The Heestand Company 401(K) Plan

EIN 93-1086936 • Portland, OR • 17 filings • 3 plans

5441 SW Macadam Ave., Suite 301Portland, OR 97239
Current Snapshot

Latest Year

2016

2016 Participants

9

2016 Assets

$546,706

2016 Contributions

$10,254

Historical Graphs

Total Assets Over Time

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

$825,754$412,877$0200020092016YearValue
$546,706Latest year 2016

Participants Over Time

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

950200020092016YearValue
9Latest 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
201619$546,706$10,254$1,139iApproximate average salary by contribution assumption: employee only about $28,483 at 4% or $18,989 at 6%; with 50% employer match about $18,989 at 4% or $12,659 at 6%; with 100% employer match about $14,242 at 4% or $9,494 at 6%.
The Heestand Company 401(K) Plan-9$546,706$10,254$1,139iApproximate average salary by contribution assumption: employee only about $28,483 at 4% or $18,989 at 6%; with 50% employer match about $18,989 at 4% or $12,659 at 6%; with 100% employer match about $14,242 at 4% or $9,494 at 6%.
201516$823,330$23,649$3,942iApproximate average salary by contribution assumption: employee only about $98,538 at 4% or $65,692 at 6%; with 50% employer match about $65,692 at 4% or $43,794 at 6%; with 100% employer match about $49,269 at 4% or $32,846 at 6%.
The Heestand Company 401(K) Plan-6$823,330$23,649$3,942iApproximate average salary by contribution assumption: employee only about $98,538 at 4% or $65,692 at 6%; with 50% employer match about $65,692 at 4% or $43,794 at 6%; with 100% employer match about $49,269 at 4% or $32,846 at 6%.
201415$825,754$36,386$7,277iApproximate average salary by contribution assumption: employee only about $181,930 at 4% or $121,287 at 6%; with 50% employer match about $121,287 at 4% or $80,858 at 6%; with 100% employer match about $90,965 at 4% or $60,643 at 6%.
The Heestand Company 401(K) Plan-5$825,754$36,386$7,277iApproximate average salary by contribution assumption: employee only about $181,930 at 4% or $121,287 at 6%; with 50% employer match about $121,287 at 4% or $80,858 at 6%; with 100% employer match about $90,965 at 4% or $60,643 at 6%.
201315$748,302$0-
The Heestand Company 401(K) Plan-5$748,302--
201215$689,764$1,413$283iApproximate average salary by contribution assumption: employee only about $7,065 at 4% or $4,710 at 6%; with 50% employer match about $4,710 at 4% or $3,140 at 6%; with 100% employer match about $3,533 at 4% or $2,355 at 6%.
The Heestand Company 401(K) Plan-5$689,764$1,413$283iApproximate average salary by contribution assumption: employee only about $7,065 at 4% or $4,710 at 6%; with 50% employer match about $4,710 at 4% or $3,140 at 6%; with 100% employer match about $3,533 at 4% or $2,355 at 6%.
201115$612,721$12,863$2,573iApproximate average salary by contribution assumption: employee only about $64,315 at 4% or $42,877 at 6%; with 50% employer match about $42,877 at 4% or $28,584 at 6%; with 100% employer match about $32,158 at 4% or $21,438 at 6%.
The Heestand Company 401(K) Plan-5$612,721$12,863$2,573iApproximate average salary by contribution assumption: employee only about $64,315 at 4% or $42,877 at 6%; with 50% employer match about $42,877 at 4% or $28,584 at 6%; with 100% employer match about $32,158 at 4% or $21,438 at 6%.
201015$610,505$23,063$4,613iApproximate average salary by contribution assumption: employee only about $115,315 at 4% or $76,877 at 6%; with 50% employer match about $76,877 at 4% or $51,251 at 6%; with 100% employer match about $57,658 at 4% or $38,438 at 6%.
The Heestand Company 401(K) Plan-5$610,505$23,063$4,613iApproximate average salary by contribution assumption: employee only about $115,315 at 4% or $76,877 at 6%; with 50% employer match about $76,877 at 4% or $51,251 at 6%; with 100% employer match about $57,658 at 4% or $38,438 at 6%.
200915$576,784$19,829$3,966iApproximate average salary by contribution assumption: employee only about $99,145 at 4% or $66,097 at 6%; with 50% employer match about $66,097 at 4% or $44,064 at 6%; with 100% employer match about $49,573 at 4% or $33,048 at 6%.
The Heestand Company 401(K) Plan-5$576,784$19,829$3,966iApproximate average salary by contribution assumption: employee only about $99,145 at 4% or $66,097 at 6%; with 50% employer match about $66,097 at 4% or $44,064 at 6%; with 100% employer match about $49,573 at 4% or $33,048 at 6%.
200810$505,842$25,606-
The Heestand Company 401(K) Plan-0$505,842$25,606-
200714$0$0-
The Heestand Company 401(K) Plan-4---
200614$688,959$27,443$6,861iApproximate average salary by contribution assumption: employee only about $171,519 at 4% or $114,346 at 6%; with 50% employer match about $114,346 at 4% or $76,231 at 6%; with 100% employer match about $85,759 at 4% or $57,173 at 6%.
The Heestand Company 401(K) Plan-4$688,959$27,443$6,861iApproximate average salary by contribution assumption: employee only about $171,519 at 4% or $114,346 at 6%; with 50% employer match about $114,346 at 4% or $76,231 at 6%; with 100% employer match about $85,759 at 4% or $57,173 at 6%.
200514$570,912$68,227$17,057iApproximate average salary by contribution assumption: employee only about $426,419 at 4% or $284,279 at 6%; with 50% employer match about $284,279 at 4% or $189,519 at 6%; with 100% employer match about $213,209 at 4% or $142,140 at 6%.
The Heestand Company 401(K) Plan-4$570,912$68,227$17,057iApproximate average salary by contribution assumption: employee only about $426,419 at 4% or $284,279 at 6%; with 50% employer match about $284,279 at 4% or $189,519 at 6%; with 100% employer match about $213,209 at 4% or $142,140 at 6%.
200414$445,874$23,805$5,951iApproximate average salary by contribution assumption: employee only about $148,781 at 4% or $99,188 at 6%; with 50% employer match about $99,188 at 4% or $66,125 at 6%; with 100% employer match about $74,391 at 4% or $49,594 at 6%.
The Heestand Company 401(K) Plan-4$445,874$23,805$5,951iApproximate average salary by contribution assumption: employee only about $148,781 at 4% or $99,188 at 6%; with 50% employer match about $99,188 at 4% or $66,125 at 6%; with 100% employer match about $74,391 at 4% or $49,594 at 6%.
200313$368,530$12,952$4,317iApproximate average salary by contribution assumption: employee only about $107,933 at 4% or $71,956 at 6%; with 50% employer match about $71,956 at 4% or $47,970 at 6%; with 100% employer match about $53,967 at 4% or $35,978 at 6%.
The Heestand Company 401(K) Plan-3$368,530$12,952$4,317iApproximate average salary by contribution assumption: employee only about $107,933 at 4% or $71,956 at 6%; with 50% employer match about $71,956 at 4% or $47,970 at 6%; with 100% employer match about $53,967 at 4% or $35,978 at 6%.
200210$281,855$17,160-
The Heestand Company 401(K) Plan-0$281,855$17,160-
200111$305,802$17,106$17,106iApproximate average salary by contribution assumption: employee only about $427,650 at 4% or $285,100 at 6%; with 50% employer match about $285,100 at 4% or $190,067 at 6%; with 100% employer match about $213,825 at 4% or $142,550 at 6%.
The Heestand Company 401(K) Plan-1$305,802$17,106$17,106iApproximate average salary by contribution assumption: employee only about $427,650 at 4% or $285,100 at 6%; with 50% employer match about $285,100 at 4% or $190,067 at 6%; with 100% employer match about $213,825 at 4% or $142,550 at 6%.
200013$309,467$38,499$12,833iApproximate average salary by contribution assumption: employee only about $320,825 at 4% or $213,883 at 6%; with 50% employer match about $213,883 at 4% or $142,589 at 6%; with 100% employer match about $160,413 at 4% or $106,942 at 6%.
The Heestand Company 401(K) Plan-3$309,467$38,499$12,833iApproximate average salary by contribution assumption: employee only about $320,825 at 4% or $213,883 at 6%; with 50% employer match about $213,883 at 4% or $142,589 at 6%; with 100% employer match about $160,413 at 4% or $106,942 at 6%.