Patricia J. Heim
Plan context: DEFINED BENEFIT PENSION PLAN & TRUST OF PATRICIA HEIM-THE HEIM GROUP
EIN 95-4173479 • 4 filings • 4 plans
Current Snapshot
Latest Year
2001
2001 Participants
2
2001 Assets
$688,993
2001 Contributions
$128,515
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 |
|---|---|---|---|---|---|
| 2001 | 1 | 2 | $688,993 | $128,515 | $64,258iApproximate average salary by contribution assumption: employee only about $1,606,438 at 4% or $1,070,958 at 6%; with 50% employer match about $1,070,958 at 4% or $713,972 at 6%; with 100% employer match about $803,219 at 4% or $535,479 at 6%. |
| DEFINED BENEFIT PENSION PLAN & TRUST OF PATRICIA HEIM-THE HEIM GROUP | - | 2 | $688,993 | $128,515 | $64,258iApproximate average salary by contribution assumption: employee only about $1,606,438 at 4% or $1,070,958 at 6%; with 50% employer match about $1,070,958 at 4% or $713,972 at 6%; with 100% employer match about $803,219 at 4% or $535,479 at 6%. |
| 2000 | 1 | 2 | $123,327 | $123,327 | $61,664iApproximate average salary by contribution assumption: employee only about $1,541,588 at 4% or $1,027,725 at 6%; with 50% employer match about $1,027,725 at 4% or $685,150 at 6%; with 100% employer match about $770,794 at 4% or $513,863 at 6%. |
| DEFINED BENEFIT PENSION PLAN & TRUST OF PAT HEIM-THE HEIM GROUP | - | 2 | $123,327 | $123,327 | $61,664iApproximate average salary by contribution assumption: employee only about $1,541,588 at 4% or $1,027,725 at 6%; with 50% employer match about $1,027,725 at 4% or $685,150 at 6%; with 100% employer match about $770,794 at 4% or $513,863 at 6%. |
| 1999 | 2 | 1 | $693,355 | $30,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| Heim & Associates Profit Sharing Plan | - | 1 | $502,045 | $14,000 | $14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%. |
| Heim & Associates Money Purchase Pension Plan | - | 1 | $191,310 | $16,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |