Civic Intelligence

History Associates Incorporated

Plan context: History Associates Incorporated Profit Sharing Plan

EIN 03-0277643 • Rockville, MD • 27 filings • 3 plans

300 N. Stonestreet AvenueRockville, MD 20850-1655
Current Snapshot

Latest Year

2024

2024 Participants

53

2024 Assets

$11,630,092

2024 Contributions

$628,710

Historical Graphs

Total Assets Over Time

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

$11,630,092$5,815,046$0199920132024YearValue
$11,630,092Latest year 2024

Participants Over Time

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

109550199920122024YearValue
53Latest 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
2024153$11,630,092$628,710$11,862iApproximate average salary by contribution assumption: employee only about $296,561 at 4% or $197,708 at 6%; with 50% employer match about $197,708 at 4% or $131,805 at 6%; with 100% employer match about $148,281 at 4% or $98,854 at 6%.
History Associates Incorporated Profit Sharing Plan-53$11,630,092$628,710$11,862iApproximate average salary by contribution assumption: employee only about $296,561 at 4% or $197,708 at 6%; with 50% employer match about $197,708 at 4% or $131,805 at 6%; with 100% employer match about $148,281 at 4% or $98,854 at 6%.
2023153$9,988,887$703,856$13,280iApproximate average salary by contribution assumption: employee only about $332,008 at 4% or $221,338 at 6%; with 50% employer match about $221,338 at 4% or $147,559 at 6%; with 100% employer match about $166,004 at 4% or $110,669 at 6%.
History Associates Incorporated Profit Sharing Plan-53$9,988,887$703,856$13,280iApproximate average salary by contribution assumption: employee only about $332,008 at 4% or $221,338 at 6%; with 50% employer match about $221,338 at 4% or $147,559 at 6%; with 100% employer match about $166,004 at 4% or $110,669 at 6%.
2022150$7,883,175$532,925$10,659iApproximate average salary by contribution assumption: employee only about $266,463 at 4% or $177,642 at 6%; with 50% employer match about $177,642 at 4% or $118,428 at 6%; with 100% employer match about $133,231 at 4% or $88,821 at 6%.
History Associates Incorporated Profit Sharing Plan-50$7,883,175$532,925$10,659iApproximate average salary by contribution assumption: employee only about $266,463 at 4% or $177,642 at 6%; with 50% employer match about $177,642 at 4% or $118,428 at 6%; with 100% employer match about $133,231 at 4% or $88,821 at 6%.
2021148$11,242,306$406,670$8,472iApproximate average salary by contribution assumption: employee only about $211,807 at 4% or $141,205 at 6%; with 50% employer match about $141,205 at 4% or $94,137 at 6%; with 100% employer match about $105,904 at 4% or $70,602 at 6%.
History Associates Incorporated Profit Sharing Plan-48$11,242,306$406,670$8,472iApproximate average salary by contribution assumption: employee only about $211,807 at 4% or $141,205 at 6%; with 50% employer match about $141,205 at 4% or $94,137 at 6%; with 100% employer match about $105,904 at 4% or $70,602 at 6%.
2020134$11,422,421$160,896$4,732iApproximate average salary by contribution assumption: employee only about $118,306 at 4% or $78,871 at 6%; with 50% employer match about $78,871 at 4% or $52,580 at 6%; with 100% employer match about $59,153 at 4% or $39,435 at 6%.
History Associates Incorporated Profit Sharing Plan-34$11,422,421$160,896$4,732iApproximate average salary by contribution assumption: employee only about $118,306 at 4% or $78,871 at 6%; with 50% employer match about $78,871 at 4% or $52,580 at 6%; with 100% employer match about $59,153 at 4% or $39,435 at 6%.
2019141$9,881,970$215,976$5,268iApproximate average salary by contribution assumption: employee only about $131,693 at 4% or $87,795 at 6%; with 50% employer match about $87,795 at 4% or $58,530 at 6%; with 100% employer match about $65,846 at 4% or $43,898 at 6%.
History Associates Incorporated Profit Sharing Plan-41$9,881,970$215,976$5,268iApproximate average salary by contribution assumption: employee only about $131,693 at 4% or $87,795 at 6%; with 50% employer match about $87,795 at 4% or $58,530 at 6%; with 100% employer match about $65,846 at 4% or $43,898 at 6%.
2018149$9,800,844$401,305$8,190iApproximate average salary by contribution assumption: employee only about $204,747 at 4% or $136,498 at 6%; with 50% employer match about $136,498 at 4% or $90,999 at 6%; with 100% employer match about $102,374 at 4% or $68,249 at 6%.
History Associates Incorporated Profit Sharing Plan-49$9,800,844$401,305$8,190iApproximate average salary by contribution assumption: employee only about $204,747 at 4% or $136,498 at 6%; with 50% employer match about $136,498 at 4% or $90,999 at 6%; with 100% employer match about $102,374 at 4% or $68,249 at 6%.
2017153$10,909,772$224,128$4,229iApproximate average salary by contribution assumption: employee only about $105,721 at 4% or $70,481 at 6%; with 50% employer match about $70,481 at 4% or $46,987 at 6%; with 100% employer match about $52,860 at 4% or $35,240 at 6%.
History Associates Incorporated Profit Sharing Plan-53$10,909,772$224,128$4,229iApproximate average salary by contribution assumption: employee only about $105,721 at 4% or $70,481 at 6%; with 50% employer match about $70,481 at 4% or $46,987 at 6%; with 100% employer match about $52,860 at 4% or $35,240 at 6%.
2016155$9,773,605$424,706$7,722iApproximate average salary by contribution assumption: employee only about $193,048 at 4% or $128,699 at 6%; with 50% employer match about $128,699 at 4% or $85,799 at 6%; with 100% employer match about $96,524 at 4% or $64,349 at 6%.
History Associates Incorporated Profit Sharing Plan-55$9,773,605$424,706$7,722iApproximate average salary by contribution assumption: employee only about $193,048 at 4% or $128,699 at 6%; with 50% employer match about $128,699 at 4% or $85,799 at 6%; with 100% employer match about $96,524 at 4% or $64,349 at 6%.
2015150$9,061,941$289,984$5,800iApproximate average salary by contribution assumption: employee only about $144,992 at 4% or $96,661 at 6%; with 50% employer match about $96,661 at 4% or $64,441 at 6%; with 100% employer match about $72,496 at 4% or $48,331 at 6%.
History Associates Incorporated Profit Sharing Plan-50$9,061,941$289,984$5,800iApproximate average salary by contribution assumption: employee only about $144,992 at 4% or $96,661 at 6%; with 50% employer match about $96,661 at 4% or $64,441 at 6%; with 100% employer match about $72,496 at 4% or $48,331 at 6%.
2014147$9,498,144$463,746$9,867iApproximate average salary by contribution assumption: employee only about $246,673 at 4% or $164,449 at 6%; with 50% employer match about $164,449 at 4% or $109,633 at 6%; with 100% employer match about $123,337 at 4% or $82,224 at 6%.
History Associates Incorporated Profit Sharing Plan-47$9,498,144$463,746$9,867iApproximate average salary by contribution assumption: employee only about $246,673 at 4% or $164,449 at 6%; with 50% employer match about $164,449 at 4% or $109,633 at 6%; with 100% employer match about $123,337 at 4% or $82,224 at 6%.
2013158$9,040,191$828,797$14,290iApproximate average salary by contribution assumption: employee only about $357,240 at 4% or $238,160 at 6%; with 50% employer match about $238,160 at 4% or $158,773 at 6%; with 100% employer match about $178,620 at 4% or $119,080 at 6%.
History Associates Incorporated Profit Sharing Plan-58$9,040,191$828,797$14,290iApproximate average salary by contribution assumption: employee only about $357,240 at 4% or $238,160 at 6%; with 50% employer match about $238,160 at 4% or $158,773 at 6%; with 100% employer match about $178,620 at 4% or $119,080 at 6%.
2012182$6,740,969$1,021,803$12,461iApproximate average salary by contribution assumption: employee only about $311,525 at 4% or $207,684 at 6%; with 50% employer match about $207,684 at 4% or $138,456 at 6%; with 100% employer match about $155,763 at 4% or $103,842 at 6%.
History Associates Incorporated Profit Sharing Plan-82$6,740,969$1,021,803$12,461iApproximate average salary by contribution assumption: employee only about $311,525 at 4% or $207,684 at 6%; with 50% employer match about $207,684 at 4% or $138,456 at 6%; with 100% employer match about $155,763 at 4% or $103,842 at 6%.
20111109$5,211,752$774,615$7,107iApproximate average salary by contribution assumption: employee only about $177,664 at 4% or $118,443 at 6%; with 50% employer match about $118,443 at 4% or $78,962 at 6%; with 100% employer match about $88,832 at 4% or $59,221 at 6%.
History Associates Incorporated Profit Sharing Plan-109$5,211,752$774,615$7,107iApproximate average salary by contribution assumption: employee only about $177,664 at 4% or $118,443 at 6%; with 50% employer match about $118,443 at 4% or $78,962 at 6%; with 100% employer match about $88,832 at 4% or $59,221 at 6%.
2010189$4,578,004$372,445$4,185iApproximate average salary by contribution assumption: employee only about $104,619 at 4% or $69,746 at 6%; with 50% employer match about $69,746 at 4% or $46,498 at 6%; with 100% employer match about $52,310 at 4% or $34,873 at 6%.
History Associates Incorporated Profit Sharing Plan-89$4,578,004$372,445$4,185iApproximate average salary by contribution assumption: employee only about $104,619 at 4% or $69,746 at 6%; with 50% employer match about $69,746 at 4% or $46,498 at 6%; with 100% employer match about $52,310 at 4% or $34,873 at 6%.
2009191$3,936,191$315,843$3,471iApproximate average salary by contribution assumption: employee only about $86,770 at 4% or $57,847 at 6%; with 50% employer match about $57,847 at 4% or $38,564 at 6%; with 100% employer match about $43,385 at 4% or $28,923 at 6%.
History Associates Incorporated Profit Sharing Plan-91$3,936,191$315,843$3,471iApproximate average salary by contribution assumption: employee only about $86,770 at 4% or $57,847 at 6%; with 50% employer match about $57,847 at 4% or $38,564 at 6%; with 100% employer match about $43,385 at 4% or $28,923 at 6%.
2008151$2,889,211$371,118$7,277iApproximate average salary by contribution assumption: employee only about $181,921 at 4% or $121,280 at 6%; with 50% employer match about $121,280 at 4% or $80,854 at 6%; with 100% employer match about $90,960 at 4% or $60,640 at 6%.
History Associates Incorporated Profit Sharing Plan-51$2,889,211$371,118$7,277iApproximate average salary by contribution assumption: employee only about $181,921 at 4% or $121,280 at 6%; with 50% employer match about $121,280 at 4% or $80,854 at 6%; with 100% employer match about $90,960 at 4% or $60,640 at 6%.
2007250$0$0-
History Associates Incorporated Profit Sharing Plan-50---
HISTORY ASSOCIATES, INC HEALTHCARE SPENDING ACCOUNT PLAN-9---
2006156$0$0-
History Associates Incorporated Profit Sharing Plan-56---
2005153$2,478,699$315,844$5,959iApproximate average salary by contribution assumption: employee only about $148,983 at 4% or $99,322 at 6%; with 50% employer match about $99,322 at 4% or $66,215 at 6%; with 100% employer match about $74,492 at 4% or $49,661 at 6%.
History Associates Incorporated Profit Sharing Plan-53$2,478,699$315,844$5,959iApproximate average salary by contribution assumption: employee only about $148,983 at 4% or $99,322 at 6%; with 50% employer match about $99,322 at 4% or $66,215 at 6%; with 100% employer match about $74,492 at 4% or $49,661 at 6%.
2004153$2,251,209$145,705$2,749iApproximate average salary by contribution assumption: employee only about $68,729 at 4% or $45,819 at 6%; with 50% employer match about $45,819 at 4% or $30,546 at 6%; with 100% employer match about $34,364 at 4% or $22,910 at 6%.
History Associates Incorporated Profit Sharing Plan-53$2,251,209$145,705$2,749iApproximate average salary by contribution assumption: employee only about $68,729 at 4% or $45,819 at 6%; with 50% employer match about $45,819 at 4% or $30,546 at 6%; with 100% employer match about $34,364 at 4% or $22,910 at 6%.
2003151$1,885,340$255,446$5,009iApproximate average salary by contribution assumption: employee only about $125,219 at 4% or $83,479 at 6%; with 50% employer match about $83,479 at 4% or $55,653 at 6%; with 100% employer match about $62,609 at 4% or $41,740 at 6%.
History Associates Incorporated Profit Sharing Plan-51$1,885,340$255,446$5,009iApproximate average salary by contribution assumption: employee only about $125,219 at 4% or $83,479 at 6%; with 50% employer match about $83,479 at 4% or $55,653 at 6%; with 100% employer match about $62,609 at 4% or $41,740 at 6%.
2002133$1,301,518$120,712$3,658iApproximate average salary by contribution assumption: employee only about $91,448 at 4% or $60,966 at 6%; with 50% employer match about $60,966 at 4% or $40,644 at 6%; with 100% employer match about $45,724 at 4% or $30,483 at 6%.
History Associates Incorporated Profit Sharing Plan-33$1,301,518$120,712$3,658iApproximate average salary by contribution assumption: employee only about $91,448 at 4% or $60,966 at 6%; with 50% employer match about $60,966 at 4% or $40,644 at 6%; with 100% employer match about $45,724 at 4% or $30,483 at 6%.
2001142$1,498,152$202,710$4,826iApproximate average salary by contribution assumption: employee only about $120,661 at 4% or $80,440 at 6%; with 50% employer match about $80,440 at 4% or $53,627 at 6%; with 100% employer match about $60,330 at 4% or $40,220 at 6%.
History Associates Incorporated Profit Sharing Plan-42$1,498,152$202,710$4,826iApproximate average salary by contribution assumption: employee only about $120,661 at 4% or $80,440 at 6%; with 50% employer match about $80,440 at 4% or $53,627 at 6%; with 100% employer match about $60,330 at 4% or $40,220 at 6%.
2000133$1,447,667$447,513$13,561iApproximate average salary by contribution assumption: employee only about $339,025 at 4% or $226,017 at 6%; with 50% employer match about $226,017 at 4% or $150,678 at 6%; with 100% employer match about $169,513 at 4% or $113,008 at 6%.
History Associates Incorporated Profit Sharing Plan-33$1,447,667$447,513$13,561iApproximate average salary by contribution assumption: employee only about $339,025 at 4% or $226,017 at 6%; with 50% employer match about $226,017 at 4% or $150,678 at 6%; with 100% employer match about $169,513 at 4% or $113,008 at 6%.
1999129$1,045,055$215,229$7,422iApproximate average salary by contribution assumption: employee only about $185,542 at 4% or $123,695 at 6%; with 50% employer match about $123,695 at 4% or $82,463 at 6%; with 100% employer match about $92,771 at 4% or $61,847 at 6%.
History Associates Incorporated Profit Sharing Plan-29$1,045,055$215,229$7,422iApproximate average salary by contribution assumption: employee only about $185,542 at 4% or $123,695 at 6%; with 50% employer match about $123,695 at 4% or $82,463 at 6%; with 100% employer match about $92,771 at 4% or $61,847 at 6%.