Robert Heely, Inc.
Plan context: Robert Heely Inc. 401K Profit Sharing Plan
EIN 95-3189622 • Bakersfield, CA • 43 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
134
2024 Assets
$3,741,953
2024 Contributions
$413,485
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $0 | - |
| Robert Heely Inc. 401K Profit Sharing Plan | - | 0 | - | - | - |
| 2023 | 1 | 134 | $3,741,953 | $413,485 | $3,086iApproximate average salary by contribution assumption: employee only about $77,143 at 4% or $51,428 at 6%; with 50% employer match about $51,428 at 4% or $34,286 at 6%; with 100% employer match about $38,571 at 4% or $25,714 at 6%. |
| Robert Heely Inc. 401K Profit Sharing Plan | - | 134 | $3,741,953 | $413,485 | $3,086iApproximate average salary by contribution assumption: employee only about $77,143 at 4% or $51,428 at 6%; with 50% employer match about $51,428 at 4% or $34,286 at 6%; with 100% employer match about $38,571 at 4% or $25,714 at 6%. |
| 2022 | 2 | 173 | $3,171,719 | $404,200 | $2,336iApproximate average salary by contribution assumption: employee only about $58,410 at 4% or $38,940 at 6%; with 50% employer match about $38,940 at 4% or $25,960 at 6%; with 100% employer match about $29,205 at 4% or $19,470 at 6%. |
| Robert Heely Inc. 401K Profit Sharing Plan | - | 169 | $3,171,719 | $404,200 | $2,392iApproximate average salary by contribution assumption: employee only about $59,793 at 4% or $39,862 at 6%; with 50% employer match about $39,862 at 4% or $26,575 at 6%; with 100% employer match about $29,896 at 4% or $19,931 at 6%. |
| Robert Heely Inc Employee Benefit Plan | - | 173 | - | - | - |
| 2021 | 2 | 201 | $4,085,119 | $335,901 | $1,671iApproximate average salary by contribution assumption: employee only about $41,779 at 4% or $27,852 at 6%; with 50% employer match about $27,852 at 4% or $18,568 at 6%; with 100% employer match about $20,889 at 4% or $13,926 at 6%. |
| Robert Heely Inc. 401K Profit Sharing Plan | - | 197 | $4,085,119 | $335,901 | $1,705iApproximate average salary by contribution assumption: employee only about $42,627 at 4% or $28,418 at 6%; with 50% employer match about $28,418 at 4% or $18,945 at 6%; with 100% employer match about $21,314 at 4% or $14,209 at 6%. |
| Robert Heely Inc Employee Benefit Plan | - | 201 | - | - | - |
| 2020 | 2 | 297 | $3,641,494 | $476,805 | $1,605iApproximate average salary by contribution assumption: employee only about $40,135 at 4% or $26,757 at 6%; with 50% employer match about $26,757 at 4% or $17,838 at 6%; with 100% employer match about $20,068 at 4% or $13,378 at 6%. |
| Robert Heely Inc. 401K Profit Sharing Plan | - | 188 | $3,641,494 | $476,805 | $2,536iApproximate average salary by contribution assumption: employee only about $63,405 at 4% or $42,270 at 6%; with 50% employer match about $42,270 at 4% or $28,180 at 6%; with 100% employer match about $31,702 at 4% or $21,135 at 6%. |
| Robert Heely Inc Employee Benefit Plan | - | 297 | - | - | - |
| 2019 | 2 | 314 | $3,820,439 | $1,035,375 | $3,297iApproximate average salary by contribution assumption: employee only about $82,434 at 4% or $54,956 at 6%; with 50% employer match about $54,956 at 4% or $36,637 at 6%; with 100% employer match about $41,217 at 4% or $27,478 at 6%. |
| Robert Heely Inc. 401K Profit Sharing Plan | - | 314 | $3,820,439 | $1,035,375 | $3,297iApproximate average salary by contribution assumption: employee only about $82,434 at 4% or $54,956 at 6%; with 50% employer match about $54,956 at 4% or $36,637 at 6%; with 100% employer match about $41,217 at 4% or $27,478 at 6%. |
| Robert Heely Inc Employee Benefit Plan | - | 303 | - | - | - |
| 2018 | 2 | 299 | $2,472,899 | $484,771 | $1,621iApproximate average salary by contribution assumption: employee only about $40,533 at 4% or $27,022 at 6%; with 50% employer match about $27,022 at 4% or $18,015 at 6%; with 100% employer match about $20,266 at 4% or $13,511 at 6%. |
| Robert Heely Inc. 401K Profit Sharing Plan | - | 299 | $2,472,899 | $484,771 | $1,621iApproximate average salary by contribution assumption: employee only about $40,533 at 4% or $27,022 at 6%; with 50% employer match about $27,022 at 4% or $18,015 at 6%; with 100% employer match about $20,266 at 4% or $13,511 at 6%. |
| Robert Heely Inc Employee Benefit Plan | - | 242 | - | - | - |
| 2017 | 2 | 320 | $2,717,118 | $539,354 | $1,685iApproximate average salary by contribution assumption: employee only about $42,137 at 4% or $28,091 at 6%; with 50% employer match about $28,091 at 4% or $18,728 at 6%; with 100% employer match about $21,069 at 4% or $14,046 at 6%. |
| Robert Heely Inc. 401K Profit Sharing Plan | - | 320 | $2,717,118 | $539,354 | $1,685iApproximate average salary by contribution assumption: employee only about $42,137 at 4% or $28,091 at 6%; with 50% employer match about $28,091 at 4% or $18,728 at 6%; with 100% employer match about $21,069 at 4% or $14,046 at 6%. |
| Robert Heely Inc Employee Benefit Plan | - | 262 | - | - | - |
| 2016 | 2 | 213 | $2,110,558 | $296,489 | $1,392iApproximate average salary by contribution assumption: employee only about $34,799 at 4% or $23,199 at 6%; with 50% employer match about $23,199 at 4% or $15,466 at 6%; with 100% employer match about $17,400 at 4% or $11,600 at 6%. |
| Robert Heely Inc. 401K Profit Sharing Plan | - | 174 | $2,110,558 | $296,489 | $1,704iApproximate average salary by contribution assumption: employee only about $42,599 at 4% or $28,399 at 6%; with 50% employer match about $28,399 at 4% or $18,933 at 6%; with 100% employer match about $21,299 at 4% or $14,200 at 6%. |
| Robert Heely Inc Employee Benefit Plan | - | 213 | - | - | - |
| 2015 | 2 | 332 | $2,192,905 | $323,294 | $974iApproximate average salary by contribution assumption: employee only about $24,344 at 4% or $16,230 at 6%; with 50% employer match about $16,230 at 4% or $10,820 at 6%; with 100% employer match about $12,172 at 4% or $8,115 at 6%. |
| Robert Heely Inc. 401K Profit Sharing Plan | - | 209 | $2,192,905 | $323,294 | $1,547iApproximate average salary by contribution assumption: employee only about $38,672 at 4% or $25,781 at 6%; with 50% employer match about $25,781 at 4% or $17,187 at 6%; with 100% employer match about $19,336 at 4% or $12,891 at 6%. |
| Robert Heely Inc Employee Benefit Plan | - | 332 | - | - | - |
| 2014 | 2 | 323 | $2,174,918 | $366,158 | $1,134iApproximate average salary by contribution assumption: employee only about $28,340 at 4% or $18,894 at 6%; with 50% employer match about $18,894 at 4% or $12,596 at 6%; with 100% employer match about $14,170 at 4% or $9,447 at 6%. |
| Robert Heely Inc. 401K Profit Sharing Plan | - | 234 | $2,174,918 | $366,158 | $1,565iApproximate average salary by contribution assumption: employee only about $39,119 at 4% or $26,080 at 6%; with 50% employer match about $26,080 at 4% or $17,386 at 6%; with 100% employer match about $19,560 at 4% or $13,040 at 6%. |
| Robert Heely Inc Employee Benefit Plan | - | 323 | - | - | - |
| 2013 | 2 | 287 | $1,855,616 | $269,385 | $939iApproximate average salary by contribution assumption: employee only about $23,466 at 4% or $15,644 at 6%; with 50% employer match about $15,644 at 4% or $10,429 at 6%; with 100% employer match about $11,733 at 4% or $7,822 at 6%. |
| Robert Heely Inc. 401K Profit Sharing Plan | - | 195 | $1,855,616 | $269,385 | $1,381iApproximate average salary by contribution assumption: employee only about $34,537 at 4% or $23,024 at 6%; with 50% employer match about $23,024 at 4% or $15,350 at 6%; with 100% employer match about $17,268 at 4% or $11,512 at 6%. |
| Robert Heely Inc Employee Benefit Plan | - | 287 | - | - | - |
| 2012 | 2 | 277 | $1,728,446 | $193,519 | $699iApproximate average salary by contribution assumption: employee only about $17,466 at 4% or $11,644 at 6%; with 50% employer match about $11,644 at 4% or $7,762 at 6%; with 100% employer match about $8,733 at 4% or $5,822 at 6%. |
| Robert Heely Inc. 401K Profit Sharing Plan | - | 194 | $1,728,446 | $193,519 | $998iApproximate average salary by contribution assumption: employee only about $24,938 at 4% or $16,625 at 6%; with 50% employer match about $16,625 at 4% or $11,084 at 6%; with 100% employer match about $12,469 at 4% or $8,313 at 6%. |
| Robert Heely Inc Employee Benefit Plan | - | 277 | - | - | - |
| 2011 | 2 | 235 | $1,519,300 | $226,619 | $964iApproximate average salary by contribution assumption: employee only about $24,108 at 4% or $16,072 at 6%; with 50% employer match about $16,072 at 4% or $10,715 at 6%; with 100% employer match about $12,054 at 4% or $8,036 at 6%. |
| Robert Heely Inc. 401K Profit Sharing Plan | - | 155 | $1,519,300 | $226,619 | $1,462iApproximate average salary by contribution assumption: employee only about $36,551 at 4% or $24,368 at 6%; with 50% employer match about $24,368 at 4% or $16,245 at 6%; with 100% employer match about $18,276 at 4% or $12,184 at 6%. |
| Robert Heely Inc Employee Benefit Plan | - | 235 | - | - | - |
| 2010 | 2 | 205 | $1,521,418 | $306,598 | $1,496iApproximate average salary by contribution assumption: employee only about $37,390 at 4% or $24,927 at 6%; with 50% employer match about $24,927 at 4% or $16,618 at 6%; with 100% employer match about $18,695 at 4% or $12,463 at 6%. |
| Robert Heely Inc. 401K Profit Sharing Plan | - | 172 | $1,521,418 | $306,598 | $1,783iApproximate average salary by contribution assumption: employee only about $44,564 at 4% or $29,709 at 6%; with 50% employer match about $29,709 at 4% or $19,806 at 6%; with 100% employer match about $22,282 at 4% or $14,855 at 6%. |
| Robert Heely Inc Employee Benefit Plan | - | 205 | - | - | - |
| 2009 | 2 | 258 | $1,674,971 | $425,423 | $1,649iApproximate average salary by contribution assumption: employee only about $41,223 at 4% or $27,482 at 6%; with 50% employer match about $27,482 at 4% or $18,321 at 6%; with 100% employer match about $20,612 at 4% or $13,741 at 6%. |
| Robert Heely Inc. 401K Profit Sharing Plan | - | 248 | $1,674,971 | $425,423 | $1,715iApproximate average salary by contribution assumption: employee only about $42,885 at 4% or $28,590 at 6%; with 50% employer match about $28,590 at 4% or $19,060 at 6%; with 100% employer match about $21,443 at 4% or $14,295 at 6%. |
| Robert Heely Inc Employee Benefit Plan | - | 258 | - | - | - |
| 2008 | 2 | 219 | $1,123,342 | $362,934 | $1,657iApproximate average salary by contribution assumption: employee only about $41,431 at 4% or $27,621 at 6%; with 50% employer match about $27,621 at 4% or $18,414 at 6%; with 100% employer match about $20,715 at 4% or $13,810 at 6%. |
| Robert Heely Inc. 401K Profit Sharing Plan | - | 219 | $1,123,342 | $362,934 | $1,657iApproximate average salary by contribution assumption: employee only about $41,431 at 4% or $27,621 at 6%; with 50% employer match about $27,621 at 4% or $18,414 at 6%; with 100% employer match about $20,715 at 4% or $13,810 at 6%. |
| Robert Heely Inc Employee Benefit Plan | - | 215 | - | - | - |
| 2007 | 2 | 203 | $0 | $0 | - |
| Robert Heely Inc. 401K Profit Sharing Plan | - | 94 | - | - | - |
| Robert Heely Inc Employee Benefit Plan | - | 203 | - | - | - |
| 2006 | 2 | 135 | $1,111,350 | $217,926 | $1,614iApproximate average salary by contribution assumption: employee only about $40,357 at 4% or $26,904 at 6%; with 50% employer match about $26,904 at 4% or $17,936 at 6%; with 100% employer match about $20,178 at 4% or $13,452 at 6%. |
| Robert Heely Inc. 401K Profit Sharing Plan | - | 94 | $1,111,350 | $217,926 | $2,318iApproximate average salary by contribution assumption: employee only about $57,959 at 4% or $38,639 at 6%; with 50% employer match about $38,639 at 4% or $25,760 at 6%; with 100% employer match about $28,980 at 4% or $19,320 at 6%. |
| Robert Heely Inc Employee Benefit Plan | - | 135 | - | - | - |
| 2005 | 1 | 89 | $1,001,113 | $204,773 | $2,301iApproximate average salary by contribution assumption: employee only about $57,521 at 4% or $38,347 at 6%; with 50% employer match about $38,347 at 4% or $25,565 at 6%; with 100% employer match about $28,760 at 4% or $19,174 at 6%. |
| Robert Heely Inc. 401K Profit Sharing Plan | - | 89 | $1,001,113 | $204,773 | $2,301iApproximate average salary by contribution assumption: employee only about $57,521 at 4% or $38,347 at 6%; with 50% employer match about $38,347 at 4% or $25,565 at 6%; with 100% employer match about $28,760 at 4% or $19,174 at 6%. |
| 2004 | 1 | 104 | $796,875 | $192,485 | $1,851iApproximate average salary by contribution assumption: employee only about $46,270 at 4% or $30,847 at 6%; with 50% employer match about $30,847 at 4% or $20,565 at 6%; with 100% employer match about $23,135 at 4% or $15,423 at 6%. |
| Robert Heely Inc. 401K Profit Sharing Plan | - | 104 | $796,875 | $192,485 | $1,851iApproximate average salary by contribution assumption: employee only about $46,270 at 4% or $30,847 at 6%; with 50% employer match about $30,847 at 4% or $20,565 at 6%; with 100% employer match about $23,135 at 4% or $15,423 at 6%. |
| 2003 | 1 | 99 | $624,522 | $178,458 | $1,803iApproximate average salary by contribution assumption: employee only about $45,065 at 4% or $30,043 at 6%; with 50% employer match about $30,043 at 4% or $20,029 at 6%; with 100% employer match about $22,533 at 4% or $15,022 at 6%. |
| Robert Heely Inc. 401K Profit Sharing Plan | - | 99 | $624,522 | $178,458 | $1,803iApproximate average salary by contribution assumption: employee only about $45,065 at 4% or $30,043 at 6%; with 50% employer match about $30,043 at 4% or $20,029 at 6%; with 100% employer match about $22,533 at 4% or $15,022 at 6%. |
| 2002 | 1 | 91 | $369,624 | $173,053 | $1,902iApproximate average salary by contribution assumption: employee only about $47,542 at 4% or $31,695 at 6%; with 50% employer match about $31,695 at 4% or $21,130 at 6%; with 100% employer match about $23,771 at 4% or $15,847 at 6%. |
| Robert Heely Inc. 401K Profit Sharing Plan | - | 91 | $369,624 | $173,053 | $1,902iApproximate average salary by contribution assumption: employee only about $47,542 at 4% or $31,695 at 6%; with 50% employer match about $31,695 at 4% or $21,130 at 6%; with 100% employer match about $23,771 at 4% or $15,847 at 6%. |
| 2001 | 1 | 52 | $0 | $0 | - |
| Robert Heely Inc. 401K Profit Sharing Plan | - | 52 | - | - | - |
| 2000 | 1 | 33 | $182,270 | $92,559 | $2,805iApproximate average salary by contribution assumption: employee only about $70,120 at 4% or $46,747 at 6%; with 50% employer match about $46,747 at 4% or $31,165 at 6%; with 100% employer match about $35,060 at 4% or $23,373 at 6%. |
| Robert Heely Inc. 401K Profit Sharing Plan | - | 33 | $182,270 | $92,559 | $2,805iApproximate average salary by contribution assumption: employee only about $70,120 at 4% or $46,747 at 6%; with 50% employer match about $46,747 at 4% or $31,165 at 6%; with 100% employer match about $35,060 at 4% or $23,373 at 6%. |
| 1999 | 1 | 32 | $120,346 | $63,649 | $1,989iApproximate average salary by contribution assumption: employee only about $49,726 at 4% or $33,151 at 6%; with 50% employer match about $33,151 at 4% or $22,100 at 6%; with 100% employer match about $24,863 at 4% or $16,575 at 6%. |
| Robert Heely Inc. 401K Profit Sharing Plan | - | 32 | $120,346 | $63,649 | $1,989iApproximate average salary by contribution assumption: employee only about $49,726 at 4% or $33,151 at 6%; with 50% employer match about $33,151 at 4% or $22,100 at 6%; with 100% employer match about $24,863 at 4% or $16,575 at 6%. |