Civic Intelligence

Halverson & Gilbert PC.

Plan context: Halverson & Gilbert PC. 401K Plan

EIN 20-3045633 • Billings, MT • 19 filings • 4 plans

PO Box 80470Billings, MT 59108-0470
Current Snapshot

Latest Year

2023

2023 Participants

6

2023 Assets

$311,620

2023 Contributions

$13,823

Historical Graphs

Total Assets Over Time

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

$1,639,470$819,735$0200520142023YearValue
$311,620Latest year 2023

Participants Over Time

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

950200520142023YearValue
6Latest year 2023

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
202316$311,620$13,823$2,304iApproximate average salary by contribution assumption: employee only about $57,596 at 4% or $38,397 at 6%; with 50% employer match about $38,397 at 4% or $25,598 at 6%; with 100% employer match about $28,798 at 4% or $19,199 at 6%.
Halverson & Gilbert PC. 401K Plan-6$311,620$13,823$2,304iApproximate average salary by contribution assumption: employee only about $57,596 at 4% or $38,397 at 6%; with 50% employer match about $38,397 at 4% or $25,598 at 6%; with 100% employer match about $28,798 at 4% or $19,199 at 6%.
202219$443,189$60,075$6,675iApproximate average salary by contribution assumption: employee only about $166,875 at 4% or $111,250 at 6%; with 50% employer match about $111,250 at 4% or $74,167 at 6%; with 100% employer match about $83,438 at 4% or $55,625 at 6%.
Halverson & Gilbert PC. 401K Plan-9$443,189$60,075$6,675iApproximate average salary by contribution assumption: employee only about $166,875 at 4% or $111,250 at 6%; with 50% employer match about $111,250 at 4% or $74,167 at 6%; with 100% employer match about $83,438 at 4% or $55,625 at 6%.
202117$487,536$66,245$9,464iApproximate average salary by contribution assumption: employee only about $236,589 at 4% or $157,726 at 6%; with 50% employer match about $157,726 at 4% or $105,151 at 6%; with 100% employer match about $118,295 at 4% or $78,863 at 6%.
Halverson & Gilbert PC. 401K Plan-7$487,536$66,245$9,464iApproximate average salary by contribution assumption: employee only about $236,589 at 4% or $157,726 at 6%; with 50% employer match about $157,726 at 4% or $105,151 at 6%; with 100% employer match about $118,295 at 4% or $78,863 at 6%.
202017$504,403$82,423$11,775iApproximate average salary by contribution assumption: employee only about $294,368 at 4% or $196,245 at 6%; with 50% employer match about $196,245 at 4% or $130,830 at 6%; with 100% employer match about $147,184 at 4% or $98,123 at 6%.
Halverson & Gilbert PC. 401K Plan-7$504,403$82,423$11,775iApproximate average salary by contribution assumption: employee only about $294,368 at 4% or $196,245 at 6%; with 50% employer match about $196,245 at 4% or $130,830 at 6%; with 100% employer match about $147,184 at 4% or $98,123 at 6%.
201915$359,453$85,438$17,088iApproximate average salary by contribution assumption: employee only about $427,190 at 4% or $284,793 at 6%; with 50% employer match about $284,793 at 4% or $189,862 at 6%; with 100% employer match about $213,595 at 4% or $142,397 at 6%.
Halverson & Gilbert PC. 401K Plan-5$359,453$85,438$17,088iApproximate average salary by contribution assumption: employee only about $427,190 at 4% or $284,793 at 6%; with 50% employer match about $284,793 at 4% or $189,862 at 6%; with 100% employer match about $213,595 at 4% or $142,397 at 6%.
201818$1,639,470$120,398$15,050iApproximate average salary by contribution assumption: employee only about $376,244 at 4% or $250,829 at 6%; with 50% employer match about $250,829 at 4% or $167,219 at 6%; with 100% employer match about $188,122 at 4% or $125,415 at 6%.
Halverson & Gilbert PC. 401K Plan-8$1,639,470$120,398$15,050iApproximate average salary by contribution assumption: employee only about $376,244 at 4% or $250,829 at 6%; with 50% employer match about $250,829 at 4% or $167,219 at 6%; with 100% employer match about $188,122 at 4% or $125,415 at 6%.
201717$1,555,984$85,777$12,254iApproximate average salary by contribution assumption: employee only about $306,346 at 4% or $204,231 at 6%; with 50% employer match about $204,231 at 4% or $136,154 at 6%; with 100% employer match about $153,173 at 4% or $102,115 at 6%.
Halverson & Gilbert PC. 401K Plan-7$1,555,984$85,777$12,254iApproximate average salary by contribution assumption: employee only about $306,346 at 4% or $204,231 at 6%; with 50% employer match about $204,231 at 4% or $136,154 at 6%; with 100% employer match about $153,173 at 4% or $102,115 at 6%.
201617$1,191,894$80,657$11,522iApproximate average salary by contribution assumption: employee only about $288,061 at 4% or $192,040 at 6%; with 50% employer match about $192,040 at 4% or $128,027 at 6%; with 100% employer match about $144,030 at 4% or $96,020 at 6%.
Halverson & Gilbert PC. 401K Plan-7$1,191,894$80,657$11,522iApproximate average salary by contribution assumption: employee only about $288,061 at 4% or $192,040 at 6%; with 50% employer match about $192,040 at 4% or $128,027 at 6%; with 100% employer match about $144,030 at 4% or $96,020 at 6%.
201516$1,031,498$63,579$10,597iApproximate average salary by contribution assumption: employee only about $264,913 at 4% or $176,608 at 6%; with 50% employer match about $176,608 at 4% or $117,739 at 6%; with 100% employer match about $132,456 at 4% or $88,304 at 6%.
Halverson & Gilbert PC. 401K Plan-6$1,031,498$63,579$10,597iApproximate average salary by contribution assumption: employee only about $264,913 at 4% or $176,608 at 6%; with 50% employer match about $176,608 at 4% or $117,739 at 6%; with 100% employer match about $132,456 at 4% or $88,304 at 6%.
201416$979,938$56,973$9,496iApproximate average salary by contribution assumption: employee only about $237,388 at 4% or $158,258 at 6%; with 50% employer match about $158,258 at 4% or $105,506 at 6%; with 100% employer match about $118,694 at 4% or $79,129 at 6%.
Halverson & Gilbert PC. 401K Plan-6$979,938$56,973$9,496iApproximate average salary by contribution assumption: employee only about $237,388 at 4% or $158,258 at 6%; with 50% employer match about $158,258 at 4% or $105,506 at 6%; with 100% employer match about $118,694 at 4% or $79,129 at 6%.
201315$872,090$53,601$10,720iApproximate average salary by contribution assumption: employee only about $268,005 at 4% or $178,670 at 6%; with 50% employer match about $178,670 at 4% or $119,113 at 6%; with 100% employer match about $134,003 at 4% or $89,335 at 6%.
Halverson & Gilbert PC. 401K Plan-5$872,090$53,601$10,720iApproximate average salary by contribution assumption: employee only about $268,005 at 4% or $178,670 at 6%; with 50% employer match about $178,670 at 4% or $119,113 at 6%; with 100% employer match about $134,003 at 4% or $89,335 at 6%.
201216$677,705$57,904$9,651iApproximate average salary by contribution assumption: employee only about $241,267 at 4% or $160,844 at 6%; with 50% employer match about $160,844 at 4% or $107,230 at 6%; with 100% employer match about $120,633 at 4% or $80,422 at 6%.
Halverson & Gilbert PC. 401K Plan-6$677,705$57,904$9,651iApproximate average salary by contribution assumption: employee only about $241,267 at 4% or $160,844 at 6%; with 50% employer match about $160,844 at 4% or $107,230 at 6%; with 100% employer match about $120,633 at 4% or $80,422 at 6%.
201115$545,731$50,582$10,116iApproximate average salary by contribution assumption: employee only about $252,910 at 4% or $168,607 at 6%; with 50% employer match about $168,607 at 4% or $112,404 at 6%; with 100% employer match about $126,455 at 4% or $84,303 at 6%.
Halverson & Gilbert PC. 401K Plan-5$545,731$50,582$10,116iApproximate average salary by contribution assumption: employee only about $252,910 at 4% or $168,607 at 6%; with 50% employer match about $168,607 at 4% or $112,404 at 6%; with 100% employer match about $126,455 at 4% or $84,303 at 6%.
201016$551,465$48,169$8,028iApproximate average salary by contribution assumption: employee only about $200,704 at 4% or $133,803 at 6%; with 50% employer match about $133,803 at 4% or $89,202 at 6%; with 100% employer match about $100,352 at 4% or $66,901 at 6%.
Halverson & Gilbert PC. 401K Plan-6$551,465$48,169$8,028iApproximate average salary by contribution assumption: employee only about $200,704 at 4% or $133,803 at 6%; with 50% employer match about $133,803 at 4% or $89,202 at 6%; with 100% employer match about $100,352 at 4% or $66,901 at 6%.
200917$447,187$44,785$6,398iApproximate average salary by contribution assumption: employee only about $159,946 at 4% or $106,631 at 6%; with 50% employer match about $106,631 at 4% or $71,087 at 6%; with 100% employer match about $79,973 at 4% or $53,315 at 6%.
Halverson & Gilbert PC. 401K Plan-7$447,187$44,785$6,398iApproximate average salary by contribution assumption: employee only about $159,946 at 4% or $106,631 at 6%; with 50% employer match about $106,631 at 4% or $71,087 at 6%; with 100% employer match about $79,973 at 4% or $53,315 at 6%.
200815$290,014$47,123$9,425iApproximate average salary by contribution assumption: employee only about $235,615 at 4% or $157,077 at 6%; with 50% employer match about $157,077 at 4% or $104,718 at 6%; with 100% employer match about $117,808 at 4% or $78,538 at 6%.
Halverson & Gilbert PC. 401K Plan-5$290,014$47,123$9,425iApproximate average salary by contribution assumption: employee only about $235,615 at 4% or $157,077 at 6%; with 50% employer match about $157,077 at 4% or $104,718 at 6%; with 100% employer match about $117,808 at 4% or $78,538 at 6%.
200718$414,401$45,496$5,687iApproximate average salary by contribution assumption: employee only about $142,175 at 4% or $94,783 at 6%; with 50% employer match about $94,783 at 4% or $63,189 at 6%; with 100% employer match about $71,088 at 4% or $47,392 at 6%.
Halverson & Gilbert PC. 401K Plan-8$414,401$45,496$5,687iApproximate average salary by contribution assumption: employee only about $142,175 at 4% or $94,783 at 6%; with 50% employer match about $94,783 at 4% or $63,189 at 6%; with 100% employer match about $71,088 at 4% or $47,392 at 6%.
200617$331,220$38,638$5,520iApproximate average salary by contribution assumption: employee only about $137,993 at 4% or $91,995 at 6%; with 50% employer match about $91,995 at 4% or $61,330 at 6%; with 100% employer match about $68,996 at 4% or $45,998 at 6%.
Halverson & Gilbert PC. 401K Plan-7$331,220$38,638$5,520iApproximate average salary by contribution assumption: employee only about $137,993 at 4% or $91,995 at 6%; with 50% employer match about $91,995 at 4% or $61,330 at 6%; with 100% employer match about $68,996 at 4% or $45,998 at 6%.
200515$251,269$245,776$49,155iApproximate average salary by contribution assumption: employee only about $1,228,880 at 4% or $819,253 at 6%; with 50% employer match about $819,253 at 4% or $546,169 at 6%; with 100% employer match about $614,440 at 4% or $409,627 at 6%.
Halverson & Gilbert PC. 401K Plan-5$251,269$245,776$49,155iApproximate average salary by contribution assumption: employee only about $1,228,880 at 4% or $819,253 at 6%; with 50% employer match about $819,253 at 4% or $546,169 at 6%; with 100% employer match about $614,440 at 4% or $409,627 at 6%.