Daley & Heft LLP
Plan context: Daley & Heft 401(K) Profit Sharing Plan
EIN 95-3494652 • Solana Beach, CA • 22 filings • 3 plans
Current Snapshot
Latest Year
2021
2021 Participants
57
2021 Assets
$12,563,332
2021 Contributions
$104,980
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $104,980 | - |
| Daley & Heft 401(K) Profit Sharing Plan | - | 0 | $0 | $104,980 | - |
| 2020 | 1 | 57 | $12,563,332 | $415,152 | $7,283iApproximate average salary by contribution assumption: employee only about $182,084 at 4% or $121,389 at 6%; with 50% employer match about $121,389 at 4% or $80,926 at 6%; with 100% employer match about $91,042 at 4% or $60,695 at 6%. |
| Daley & Heft 401(K) Profit Sharing Plan | - | 57 | $12,563,332 | $415,152 | $7,283iApproximate average salary by contribution assumption: employee only about $182,084 at 4% or $121,389 at 6%; with 50% employer match about $121,389 at 4% or $80,926 at 6%; with 100% employer match about $91,042 at 4% or $60,695 at 6%. |
| 2019 | 1 | 60 | $10,774,852 | $427,380 | $7,123iApproximate average salary by contribution assumption: employee only about $178,075 at 4% or $118,717 at 6%; with 50% employer match about $118,717 at 4% or $79,144 at 6%; with 100% employer match about $89,038 at 4% or $59,358 at 6%. |
| Daley & Heft 401(K) Profit Sharing Plan | - | 60 | $10,774,852 | $427,380 | $7,123iApproximate average salary by contribution assumption: employee only about $178,075 at 4% or $118,717 at 6%; with 50% employer match about $118,717 at 4% or $79,144 at 6%; with 100% employer match about $89,038 at 4% or $59,358 at 6%. |
| 2018 | 1 | 78 | $9,063,538 | $394,690 | $5,060iApproximate average salary by contribution assumption: employee only about $126,503 at 4% or $84,335 at 6%; with 50% employer match about $84,335 at 4% or $56,224 at 6%; with 100% employer match about $63,252 at 4% or $42,168 at 6%. |
| Daley & Heft 401(K) Profit Sharing Plan | - | 78 | $9,063,538 | $394,690 | $5,060iApproximate average salary by contribution assumption: employee only about $126,503 at 4% or $84,335 at 6%; with 50% employer match about $84,335 at 4% or $56,224 at 6%; with 100% employer match about $63,252 at 4% or $42,168 at 6%. |
| 2017 | 1 | 79 | $9,298,464 | $447,633 | $5,666iApproximate average salary by contribution assumption: employee only about $141,656 at 4% or $94,437 at 6%; with 50% employer match about $94,437 at 4% or $62,958 at 6%; with 100% employer match about $70,828 at 4% or $47,219 at 6%. |
| Daley & Heft 401(K) Profit Sharing Plan | - | 79 | $9,298,464 | $447,633 | $5,666iApproximate average salary by contribution assumption: employee only about $141,656 at 4% or $94,437 at 6%; with 50% employer match about $94,437 at 4% or $62,958 at 6%; with 100% employer match about $70,828 at 4% or $47,219 at 6%. |
| 2016 | 1 | 59 | $7,843,064 | $354,767 | $6,013iApproximate average salary by contribution assumption: employee only about $150,325 at 4% or $100,217 at 6%; with 50% employer match about $100,217 at 4% or $66,811 at 6%; with 100% employer match about $75,163 at 4% or $50,108 at 6%. |
| Daley & Heft 401(K) Profit Sharing Plan | - | 59 | $7,843,064 | $354,767 | $6,013iApproximate average salary by contribution assumption: employee only about $150,325 at 4% or $100,217 at 6%; with 50% employer match about $100,217 at 4% or $66,811 at 6%; with 100% employer match about $75,163 at 4% or $50,108 at 6%. |
| 2015 | 1 | 50 | $7,017,290 | $321,714 | $6,434iApproximate average salary by contribution assumption: employee only about $160,857 at 4% or $107,238 at 6%; with 50% employer match about $107,238 at 4% or $71,492 at 6%; with 100% employer match about $80,429 at 4% or $53,619 at 6%. |
| Daley & Heft 401(K) Profit Sharing Plan | - | 50 | $7,017,290 | $321,714 | $6,434iApproximate average salary by contribution assumption: employee only about $160,857 at 4% or $107,238 at 6%; with 50% employer match about $107,238 at 4% or $71,492 at 6%; with 100% employer match about $80,429 at 4% or $53,619 at 6%. |
| 2014 | 1 | 48 | $6,925,589 | $299,672 | $6,243iApproximate average salary by contribution assumption: employee only about $156,079 at 4% or $104,053 at 6%; with 50% employer match about $104,053 at 4% or $69,369 at 6%; with 100% employer match about $78,040 at 4% or $52,026 at 6%. |
| Daley & Heft 401(K) Profit Sharing Plan | - | 48 | $6,925,589 | $299,672 | $6,243iApproximate average salary by contribution assumption: employee only about $156,079 at 4% or $104,053 at 6%; with 50% employer match about $104,053 at 4% or $69,369 at 6%; with 100% employer match about $78,040 at 4% or $52,026 at 6%. |
| 2013 | 1 | 45 | $6,471,884 | $243,409 | $5,409iApproximate average salary by contribution assumption: employee only about $135,227 at 4% or $90,151 at 6%; with 50% employer match about $90,151 at 4% or $60,101 at 6%; with 100% employer match about $67,614 at 4% or $45,076 at 6%. |
| Daley & Heft 401(K) Profit Sharing Plan | - | 45 | $6,471,884 | $243,409 | $5,409iApproximate average salary by contribution assumption: employee only about $135,227 at 4% or $90,151 at 6%; with 50% employer match about $90,151 at 4% or $60,101 at 6%; with 100% employer match about $67,614 at 4% or $45,076 at 6%. |
| 2012 | 1 | 45 | $5,352,398 | $269,795 | $5,995iApproximate average salary by contribution assumption: employee only about $149,886 at 4% or $99,924 at 6%; with 50% employer match about $99,924 at 4% or $66,616 at 6%; with 100% employer match about $74,943 at 4% or $49,962 at 6%. |
| Daley & Heft 401(K) Profit Sharing Plan | - | 45 | $5,352,398 | $269,795 | $5,995iApproximate average salary by contribution assumption: employee only about $149,886 at 4% or $99,924 at 6%; with 50% employer match about $99,924 at 4% or $66,616 at 6%; with 100% employer match about $74,943 at 4% or $49,962 at 6%. |
| 2011 | 1 | 46 | $5,211,931 | $278,949 | $6,064iApproximate average salary by contribution assumption: employee only about $151,603 at 4% or $101,068 at 6%; with 50% employer match about $101,068 at 4% or $67,379 at 6%; with 100% employer match about $75,801 at 4% or $50,534 at 6%. |
| Daley & Heft 401(K) Profit Sharing Plan | - | 46 | $5,211,931 | $278,949 | $6,064iApproximate average salary by contribution assumption: employee only about $151,603 at 4% or $101,068 at 6%; with 50% employer match about $101,068 at 4% or $67,379 at 6%; with 100% employer match about $75,801 at 4% or $50,534 at 6%. |
| 2010 | 1 | 50 | $5,316,665 | $288,824 | $5,776iApproximate average salary by contribution assumption: employee only about $144,412 at 4% or $96,275 at 6%; with 50% employer match about $96,275 at 4% or $64,183 at 6%; with 100% employer match about $72,206 at 4% or $48,137 at 6%. |
| Daley & Heft 401(K) Profit Sharing Plan | - | 50 | $5,316,665 | $288,824 | $5,776iApproximate average salary by contribution assumption: employee only about $144,412 at 4% or $96,275 at 6%; with 50% employer match about $96,275 at 4% or $64,183 at 6%; with 100% employer match about $72,206 at 4% or $48,137 at 6%. |
| 2009 | 1 | 51 | $4,769,635 | $281,877 | $5,527iApproximate average salary by contribution assumption: employee only about $138,175 at 4% or $92,117 at 6%; with 50% employer match about $92,117 at 4% or $61,411 at 6%; with 100% employer match about $69,088 at 4% or $46,058 at 6%. |
| Daley & Heft 401(K) Profit Sharing Plan | - | 51 | $4,769,635 | $281,877 | $5,527iApproximate average salary by contribution assumption: employee only about $138,175 at 4% or $92,117 at 6%; with 50% employer match about $92,117 at 4% or $61,411 at 6%; with 100% employer match about $69,088 at 4% or $46,058 at 6%. |
| 2008 | 1 | 47 | $0 | $0 | - |
| Daley & Heft 401(K) Profit Sharing Plan | - | 47 | - | - | - |
| 2007 | 1 | 49 | $0 | $0 | - |
| Daley & Heft 401(K) Profit Sharing Plan | - | 49 | - | - | - |
| 2006 | 1 | 46 | $5,393,494 | $362,009 | $7,870iApproximate average salary by contribution assumption: employee only about $196,744 at 4% or $131,163 at 6%; with 50% employer match about $131,163 at 4% or $87,442 at 6%; with 100% employer match about $98,372 at 4% or $65,581 at 6%. |
| Daley & Heft 401(K) Profit Sharing Plan | - | 46 | $5,393,494 | $362,009 | $7,870iApproximate average salary by contribution assumption: employee only about $196,744 at 4% or $131,163 at 6%; with 50% employer match about $131,163 at 4% or $87,442 at 6%; with 100% employer match about $98,372 at 4% or $65,581 at 6%. |
| 2005 | 1 | 48 | $4,488,702 | $337,386 | $7,029iApproximate average salary by contribution assumption: employee only about $175,722 at 4% or $117,148 at 6%; with 50% employer match about $117,148 at 4% or $78,099 at 6%; with 100% employer match about $87,861 at 4% or $58,574 at 6%. |
| Daley & Heft 401(K) Profit Sharing Plan | - | 48 | $4,488,702 | $337,386 | $7,029iApproximate average salary by contribution assumption: employee only about $175,722 at 4% or $117,148 at 6%; with 50% employer match about $117,148 at 4% or $78,099 at 6%; with 100% employer match about $87,861 at 4% or $58,574 at 6%. |
| 2004 | 1 | 48 | $3,932,326 | $321,035 | $6,688iApproximate average salary by contribution assumption: employee only about $167,206 at 4% or $111,470 at 6%; with 50% employer match about $111,470 at 4% or $74,314 at 6%; with 100% employer match about $83,603 at 4% or $55,735 at 6%. |
| Daley & Heft 401(K) Profit Sharing Plan | - | 48 | $3,932,326 | $321,035 | $6,688iApproximate average salary by contribution assumption: employee only about $167,206 at 4% or $111,470 at 6%; with 50% employer match about $111,470 at 4% or $74,314 at 6%; with 100% employer match about $83,603 at 4% or $55,735 at 6%. |
| 2003 | 1 | 53 | $3,324,514 | $249,462 | $4,707iApproximate average salary by contribution assumption: employee only about $117,671 at 4% or $78,447 at 6%; with 50% employer match about $78,447 at 4% or $52,298 at 6%; with 100% employer match about $58,835 at 4% or $39,224 at 6%. |
| Daley & Heft 401(K) Profit Sharing Plan | - | 53 | $3,324,514 | $249,462 | $4,707iApproximate average salary by contribution assumption: employee only about $117,671 at 4% or $78,447 at 6%; with 50% employer match about $78,447 at 4% or $52,298 at 6%; with 100% employer match about $58,835 at 4% or $39,224 at 6%. |
| 2002 | 1 | 46 | $0 | $0 | - |
| Daley & Heft 401(K) Profit Sharing Plan | - | 46 | - | - | - |
| 2001 | 1 | 42 | $2,949,957 | $201,471 | $4,797iApproximate average salary by contribution assumption: employee only about $119,923 at 4% or $79,949 at 6%; with 50% employer match about $79,949 at 4% or $53,299 at 6%; with 100% employer match about $59,962 at 4% or $39,974 at 6%. |
| Daley & Heft 401(K) Profit Sharing Plan | - | 42 | $2,949,957 | $201,471 | $4,797iApproximate average salary by contribution assumption: employee only about $119,923 at 4% or $79,949 at 6%; with 50% employer match about $79,949 at 4% or $53,299 at 6%; with 100% employer match about $59,962 at 4% or $39,974 at 6%. |
| 2000 | 1 | 39 | $3,100,406 | $195,898 | $5,023iApproximate average salary by contribution assumption: employee only about $125,576 at 4% or $83,717 at 6%; with 50% employer match about $83,717 at 4% or $55,811 at 6%; with 100% employer match about $62,788 at 4% or $41,859 at 6%. |
| Daley & Heft 401(K) Profit Sharing Plan | - | 39 | $3,100,406 | $195,898 | $5,023iApproximate average salary by contribution assumption: employee only about $125,576 at 4% or $83,717 at 6%; with 50% employer match about $83,717 at 4% or $55,811 at 6%; with 100% employer match about $62,788 at 4% or $41,859 at 6%. |