Civic Intelligence

Halberg, Rothstein, Appleby, & Nelson, Chartered

Plan context: Halberg Law Firm 401(K) Plan & Trust

EIN 20-2013210 • Bloomington, MN • 18 filings • 3 plans

7900 Xerxes Ave SouthSuite 1700Bloomington, MN 55431
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$5,494,087

2024 Contributions

$469,919

Historical Graphs

Total Assets Over Time

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

$5,494,087$2,747,044$0200620162024YearValue
$5,494,087Latest year 2024

Participants Over Time

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

1790200620162024YearValue
14Latest 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
2024114$5,494,087$469,919$33,566iApproximate average salary by contribution assumption: employee only about $839,141 at 4% or $559,427 at 6%; with 50% employer match about $559,427 at 4% or $372,952 at 6%; with 100% employer match about $419,571 at 4% or $279,714 at 6%.
Halberg Law Firm 401(K) Plan & Trust-14$5,494,087$469,919$33,566iApproximate average salary by contribution assumption: employee only about $839,141 at 4% or $559,427 at 6%; with 50% employer match about $559,427 at 4% or $372,952 at 6%; with 100% employer match about $419,571 at 4% or $279,714 at 6%.
2023116$5,392,331$449,887$28,118iApproximate average salary by contribution assumption: employee only about $702,948 at 4% or $468,632 at 6%; with 50% employer match about $468,632 at 4% or $312,422 at 6%; with 100% employer match about $351,474 at 4% or $234,316 at 6%.
Halberg Law Firm 401(K) Plan & Trust-16$5,392,331$449,887$28,118iApproximate average salary by contribution assumption: employee only about $702,948 at 4% or $468,632 at 6%; with 50% employer match about $468,632 at 4% or $312,422 at 6%; with 100% employer match about $351,474 at 4% or $234,316 at 6%.
2022117$4,255,165$463,343$27,255iApproximate average salary by contribution assumption: employee only about $681,387 at 4% or $454,258 at 6%; with 50% employer match about $454,258 at 4% or $302,839 at 6%; with 100% employer match about $340,693 at 4% or $227,129 at 6%.
Halberg Law Firm 401(K) Plan & Trust-17$4,255,165$463,343$27,255iApproximate average salary by contribution assumption: employee only about $681,387 at 4% or $454,258 at 6%; with 50% employer match about $454,258 at 4% or $302,839 at 6%; with 100% employer match about $340,693 at 4% or $227,129 at 6%.
2021117$4,691,069$390,753$22,985iApproximate average salary by contribution assumption: employee only about $574,637 at 4% or $383,091 at 6%; with 50% employer match about $383,091 at 4% or $255,394 at 6%; with 100% employer match about $287,318 at 4% or $191,546 at 6%.
Halberg Law Firm 401(K) Plan & Trust-17$4,691,069$390,753$22,985iApproximate average salary by contribution assumption: employee only about $574,637 at 4% or $383,091 at 6%; with 50% employer match about $383,091 at 4% or $255,394 at 6%; with 100% employer match about $287,318 at 4% or $191,546 at 6%.
2020116$4,416,992$194,414$12,151iApproximate average salary by contribution assumption: employee only about $303,772 at 4% or $202,515 at 6%; with 50% employer match about $202,515 at 4% or $135,010 at 6%; with 100% employer match about $151,886 at 4% or $101,257 at 6%.
Halberg Law Firm 401(K) Plan & Trust-16$4,416,992$194,414$12,151iApproximate average salary by contribution assumption: employee only about $303,772 at 4% or $202,515 at 6%; with 50% employer match about $202,515 at 4% or $135,010 at 6%; with 100% employer match about $151,886 at 4% or $101,257 at 6%.
2019115$3,724,966$335,938$22,396iApproximate average salary by contribution assumption: employee only about $559,897 at 4% or $373,264 at 6%; with 50% employer match about $373,264 at 4% or $248,843 at 6%; with 100% employer match about $279,948 at 4% or $186,632 at 6%.
Halberg Law Firm 401(K) Plan & Trust-15$3,724,966$335,938$22,396iApproximate average salary by contribution assumption: employee only about $559,897 at 4% or $373,264 at 6%; with 50% employer match about $373,264 at 4% or $248,843 at 6%; with 100% employer match about $279,948 at 4% or $186,632 at 6%.
2018112$2,826,768$323,557$26,963iApproximate average salary by contribution assumption: employee only about $674,077 at 4% or $449,385 at 6%; with 50% employer match about $449,385 at 4% or $299,590 at 6%; with 100% employer match about $337,039 at 4% or $224,692 at 6%.
Halberg Law Firm 401(K) Plan & Trust-12$2,826,768$323,557$26,963iApproximate average salary by contribution assumption: employee only about $674,077 at 4% or $449,385 at 6%; with 50% employer match about $449,385 at 4% or $299,590 at 6%; with 100% employer match about $337,039 at 4% or $224,692 at 6%.
2017113$2,761,540$315,145$24,242iApproximate average salary by contribution assumption: employee only about $606,048 at 4% or $404,032 at 6%; with 50% employer match about $404,032 at 4% or $269,355 at 6%; with 100% employer match about $303,024 at 4% or $202,016 at 6%.
Halberg Law Firm 401(K) Plan & Trust-13$2,761,540$315,145$24,242iApproximate average salary by contribution assumption: employee only about $606,048 at 4% or $404,032 at 6%; with 50% employer match about $404,032 at 4% or $269,355 at 6%; with 100% employer match about $303,024 at 4% or $202,016 at 6%.
2016112$2,111,708$310,642$25,887iApproximate average salary by contribution assumption: employee only about $647,171 at 4% or $431,447 at 6%; with 50% employer match about $431,447 at 4% or $287,631 at 6%; with 100% employer match about $323,585 at 4% or $215,724 at 6%.
Halberg Law Firm 401(K) Plan & Trust-12$2,111,708$310,642$25,887iApproximate average salary by contribution assumption: employee only about $647,171 at 4% or $431,447 at 6%; with 50% employer match about $431,447 at 4% or $287,631 at 6%; with 100% employer match about $323,585 at 4% or $215,724 at 6%.
2015111$1,675,099$309,691$28,154iApproximate average salary by contribution assumption: employee only about $703,843 at 4% or $469,229 at 6%; with 50% employer match about $469,229 at 4% or $312,819 at 6%; with 100% employer match about $351,922 at 4% or $234,614 at 6%.
Halberg Law Firm 401(K) Plan & Trust-11$1,675,099$309,691$28,154iApproximate average salary by contribution assumption: employee only about $703,843 at 4% or $469,229 at 6%; with 50% employer match about $469,229 at 4% or $312,819 at 6%; with 100% employer match about $351,922 at 4% or $234,614 at 6%.
2014111$1,405,879$514,109$46,737iApproximate average salary by contribution assumption: employee only about $1,168,430 at 4% or $778,953 at 6%; with 50% employer match about $778,953 at 4% or $519,302 at 6%; with 100% employer match about $584,215 at 4% or $389,477 at 6%.
Halberg Law Firm 401(K) Plan & Trust-11$1,405,879$514,109$46,737iApproximate average salary by contribution assumption: employee only about $1,168,430 at 4% or $778,953 at 6%; with 50% employer match about $778,953 at 4% or $519,302 at 6%; with 100% employer match about $584,215 at 4% or $389,477 at 6%.
201319$860,204$150,058$16,673iApproximate average salary by contribution assumption: employee only about $416,828 at 4% or $277,885 at 6%; with 50% employer match about $277,885 at 4% or $185,257 at 6%; with 100% employer match about $208,414 at 4% or $138,943 at 6%.
Halberg Law Firm 401(K) Plan & Trust-9$860,204$150,058$16,673iApproximate average salary by contribution assumption: employee only about $416,828 at 4% or $277,885 at 6%; with 50% employer match about $277,885 at 4% or $185,257 at 6%; with 100% employer match about $208,414 at 4% or $138,943 at 6%.
201217$590,825$102,961$14,709iApproximate average salary by contribution assumption: employee only about $367,718 at 4% or $245,145 at 6%; with 50% employer match about $245,145 at 4% or $163,430 at 6%; with 100% employer match about $183,859 at 4% or $122,573 at 6%.
Halberg Law Firm 401(K) Plan & Trust-7$590,825$102,961$14,709iApproximate average salary by contribution assumption: employee only about $367,718 at 4% or $245,145 at 6%; with 50% employer match about $245,145 at 4% or $163,430 at 6%; with 100% employer match about $183,859 at 4% or $122,573 at 6%.
201118$477,911$94,689$11,836iApproximate average salary by contribution assumption: employee only about $295,903 at 4% or $197,269 at 6%; with 50% employer match about $197,269 at 4% or $131,513 at 6%; with 100% employer match about $147,952 at 4% or $98,634 at 6%.
Halberg Law Firm 401(K) Plan & Trust-8$477,911$94,689$11,836iApproximate average salary by contribution assumption: employee only about $295,903 at 4% or $197,269 at 6%; with 50% employer match about $197,269 at 4% or $131,513 at 6%; with 100% employer match about $147,952 at 4% or $98,634 at 6%.
201017$410,965$81,160$11,594iApproximate average salary by contribution assumption: employee only about $289,857 at 4% or $193,238 at 6%; with 50% employer match about $193,238 at 4% or $128,825 at 6%; with 100% employer match about $144,929 at 4% or $96,619 at 6%.
Halberg Law Firm 401(K) Plan & Trust-7$410,965$81,160$11,594iApproximate average salary by contribution assumption: employee only about $289,857 at 4% or $193,238 at 6%; with 50% employer match about $193,238 at 4% or $128,825 at 6%; with 100% employer match about $144,929 at 4% or $96,619 at 6%.
200917$293,020$101,757$14,537iApproximate average salary by contribution assumption: employee only about $363,418 at 4% or $242,279 at 6%; with 50% employer match about $242,279 at 4% or $161,519 at 6%; with 100% employer match about $181,709 at 4% or $121,139 at 6%.
Halberg Law Firm 401(K) Plan & Trust-7$293,020$101,757$14,537iApproximate average salary by contribution assumption: employee only about $363,418 at 4% or $242,279 at 6%; with 50% employer match about $242,279 at 4% or $161,519 at 6%; with 100% employer match about $181,709 at 4% or $121,139 at 6%.
200817$136,622$137,053$19,579iApproximate average salary by contribution assumption: employee only about $489,475 at 4% or $326,317 at 6%; with 50% employer match about $326,317 at 4% or $217,544 at 6%; with 100% employer match about $244,738 at 4% or $163,158 at 6%.
Halberg Law Firm 401(K) Plan & Trust-7$136,622$137,053$19,579iApproximate average salary by contribution assumption: employee only about $489,475 at 4% or $326,317 at 6%; with 50% employer match about $326,317 at 4% or $217,544 at 6%; with 100% employer match about $244,738 at 4% or $163,158 at 6%.
200615$148,840$143,290$28,658iApproximate average salary by contribution assumption: employee only about $716,450 at 4% or $477,633 at 6%; with 50% employer match about $477,633 at 4% or $318,422 at 6%; with 100% employer match about $358,225 at 4% or $238,817 at 6%.
Halberg Law Firm 401(K) Plan & Trust-5$148,840$143,290$28,658iApproximate average salary by contribution assumption: employee only about $716,450 at 4% or $477,633 at 6%; with 50% employer match about $477,633 at 4% or $318,422 at 6%; with 100% employer match about $358,225 at 4% or $238,817 at 6%.