HEFNER INVESTMENTS
Plan context: HEFNER INVESTMENTS 401(K) PROFIT SHARING PLAN & TRUST
EIN 20-0074396 • Indianapolis, IN • 11 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$800,914
2025 Contributions
$70,741
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $800,914 | $70,741 | $17,685iApproximate average salary by contribution assumption: employee only about $442,131 at 4% or $294,754 at 6%; with 50% employer match about $294,754 at 4% or $196,503 at 6%; with 100% employer match about $221,066 at 4% or $147,377 at 6%. |
| HEFNER INVESTMENTS 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $800,914 | $70,741 | $17,685iApproximate average salary by contribution assumption: employee only about $442,131 at 4% or $294,754 at 6%; with 50% employer match about $294,754 at 4% or $196,503 at 6%; with 100% employer match about $221,066 at 4% or $147,377 at 6%. |
| 2024 | 1 | 4 | $598,082 | $59,357 | $14,839iApproximate average salary by contribution assumption: employee only about $370,981 at 4% or $247,321 at 6%; with 50% employer match about $247,321 at 4% or $164,881 at 6%; with 100% employer match about $185,491 at 4% or $123,660 at 6%. |
| HEFNER INVESTMENTS 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $598,082 | $59,357 | $14,839iApproximate average salary by contribution assumption: employee only about $370,981 at 4% or $247,321 at 6%; with 50% employer match about $247,321 at 4% or $164,881 at 6%; with 100% employer match about $185,491 at 4% or $123,660 at 6%. |
| 2023 | 1 | 4 | $469,968 | $41,896 | $10,474iApproximate average salary by contribution assumption: employee only about $261,850 at 4% or $174,567 at 6%; with 50% employer match about $174,567 at 4% or $116,378 at 6%; with 100% employer match about $130,925 at 4% or $87,283 at 6%. |
| HEFNER INVESTMENTS 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $469,968 | $41,896 | $10,474iApproximate average salary by contribution assumption: employee only about $261,850 at 4% or $174,567 at 6%; with 50% employer match about $174,567 at 4% or $116,378 at 6%; with 100% employer match about $130,925 at 4% or $87,283 at 6%. |
| 2022 | 1 | 4 | $369,825 | $47,262 | $11,816iApproximate average salary by contribution assumption: employee only about $295,388 at 4% or $196,925 at 6%; with 50% employer match about $196,925 at 4% or $131,283 at 6%; with 100% employer match about $147,694 at 4% or $98,463 at 6%. |
| HEFNER INVESTMENTS 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $369,825 | $47,262 | $11,816iApproximate average salary by contribution assumption: employee only about $295,388 at 4% or $196,925 at 6%; with 50% employer match about $196,925 at 4% or $131,283 at 6%; with 100% employer match about $147,694 at 4% or $98,463 at 6%. |
| 2021 | 1 | 4 | $369,681 | $45,065 | $11,266iApproximate average salary by contribution assumption: employee only about $281,656 at 4% or $187,771 at 6%; with 50% employer match about $187,771 at 4% or $125,181 at 6%; with 100% employer match about $140,828 at 4% or $93,885 at 6%. |
| HEFNER INVESTMENTS 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $369,681 | $45,065 | $11,266iApproximate average salary by contribution assumption: employee only about $281,656 at 4% or $187,771 at 6%; with 50% employer match about $187,771 at 4% or $125,181 at 6%; with 100% employer match about $140,828 at 4% or $93,885 at 6%. |
| 2020 | 1 | 4 | $265,652 | $44,587 | $11,147iApproximate average salary by contribution assumption: employee only about $278,669 at 4% or $185,779 at 6%; with 50% employer match about $185,779 at 4% or $123,853 at 6%; with 100% employer match about $139,334 at 4% or $92,890 at 6%. |
| HEFNER INVESTMENTS 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $265,652 | $44,587 | $11,147iApproximate average salary by contribution assumption: employee only about $278,669 at 4% or $185,779 at 6%; with 50% employer match about $185,779 at 4% or $123,853 at 6%; with 100% employer match about $139,334 at 4% or $92,890 at 6%. |
| 2019 | 1 | 4 | $192,501 | $45,698 | $11,425iApproximate average salary by contribution assumption: employee only about $285,613 at 4% or $190,408 at 6%; with 50% employer match about $190,408 at 4% or $126,939 at 6%; with 100% employer match about $142,806 at 4% or $95,204 at 6%. |
| HEFNER INVESTMENTS 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $192,501 | $45,698 | $11,425iApproximate average salary by contribution assumption: employee only about $285,613 at 4% or $190,408 at 6%; with 50% employer match about $190,408 at 4% or $126,939 at 6%; with 100% employer match about $142,806 at 4% or $95,204 at 6%. |
| 2018 | 1 | 3 | $113,934 | $33,070 | $11,023iApproximate average salary by contribution assumption: employee only about $275,583 at 4% or $183,722 at 6%; with 50% employer match about $183,722 at 4% or $122,481 at 6%; with 100% employer match about $137,792 at 4% or $91,861 at 6%. |
| HEFNER INVESTMENTS 401 K PROFIT SHARING PLAN TRUST | - | 3 | $113,934 | $33,070 | $11,023iApproximate average salary by contribution assumption: employee only about $275,583 at 4% or $183,722 at 6%; with 50% employer match about $183,722 at 4% or $122,481 at 6%; with 100% employer match about $137,792 at 4% or $91,861 at 6%. |
| 2017 | 1 | 3 | $95,271 | $29,236 | $9,745iApproximate average salary by contribution assumption: employee only about $243,633 at 4% or $162,422 at 6%; with 50% employer match about $162,422 at 4% or $108,281 at 6%; with 100% employer match about $121,817 at 4% or $81,211 at 6%. |
| HEFNER INVESTMENTS 401 K PROFIT SHARING PLAN TRUST | - | 3 | $95,271 | $29,236 | $9,745iApproximate average salary by contribution assumption: employee only about $243,633 at 4% or $162,422 at 6%; with 50% employer match about $162,422 at 4% or $108,281 at 6%; with 100% employer match about $121,817 at 4% or $81,211 at 6%. |
| 2016 | 1 | 3 | $51,830 | $29,056 | $9,685iApproximate average salary by contribution assumption: employee only about $242,133 at 4% or $161,422 at 6%; with 50% employer match about $161,422 at 4% or $107,615 at 6%; with 100% employer match about $121,067 at 4% or $80,711 at 6%. |
| HEFNER INVESTMENTS 401 K PROFIT SHARING PLAN TRUST | - | 3 | $51,830 | $29,056 | $9,685iApproximate average salary by contribution assumption: employee only about $242,133 at 4% or $161,422 at 6%; with 50% employer match about $161,422 at 4% or $107,615 at 6%; with 100% employer match about $121,067 at 4% or $80,711 at 6%. |
| 2015 | 1 | 3 | $20,148 | $21,176 | $7,059iApproximate average salary by contribution assumption: employee only about $176,467 at 4% or $117,644 at 6%; with 50% employer match about $117,644 at 4% or $78,430 at 6%; with 100% employer match about $88,233 at 4% or $58,822 at 6%. |
| HEFNER INVESTMENTS 401 K PROFIT SHARING PLAN TRUST | - | 3 | $20,148 | $21,176 | $7,059iApproximate average salary by contribution assumption: employee only about $176,467 at 4% or $117,644 at 6%; with 50% employer match about $117,644 at 4% or $78,430 at 6%; with 100% employer match about $88,233 at 4% or $58,822 at 6%. |