Civic Intelligence

Herb Thomas and Associates

Plan context: Hta 401(K) Profit Sharing Plan

EIN 20-3682679 • Alameda, CA • 15 filings • 5 plans

875-a Island Drive, #387Alameda, CA 94502
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,245,604

2024 Contributions

$112,256

Historical Graphs

Total Assets Over Time

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

$1,245,604$622,802$0201220182024YearValue
$1,245,604Latest year 2024

Participants Over Time

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

950201220182024YearValue
9Latest 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
202419$1,245,604$112,256$12,473iApproximate average salary by contribution assumption: employee only about $311,822 at 4% or $207,881 at 6%; with 50% employer match about $207,881 at 4% or $138,588 at 6%; with 100% employer match about $155,911 at 4% or $103,941 at 6%.
Hta 401(K) Profit Sharing Plan-9$1,245,604$112,256$12,473iApproximate average salary by contribution assumption: employee only about $311,822 at 4% or $207,881 at 6%; with 50% employer match about $207,881 at 4% or $138,588 at 6%; with 100% employer match about $155,911 at 4% or $103,941 at 6%.
202317$1,043,028$106,802$15,257iApproximate average salary by contribution assumption: employee only about $381,436 at 4% or $254,290 at 6%; with 50% employer match about $254,290 at 4% or $169,527 at 6%; with 100% employer match about $190,718 at 4% or $127,145 at 6%.
Hta 401(K) Profit Sharing Plan-7$1,043,028$106,802$15,257iApproximate average salary by contribution assumption: employee only about $381,436 at 4% or $254,290 at 6%; with 50% employer match about $254,290 at 4% or $169,527 at 6%; with 100% employer match about $190,718 at 4% or $127,145 at 6%.
202217$826,805$92,719$13,246iApproximate average salary by contribution assumption: employee only about $331,139 at 4% or $220,760 at 6%; with 50% employer match about $220,760 at 4% or $147,173 at 6%; with 100% employer match about $165,570 at 4% or $110,380 at 6%.
Hta 401(K) Profit Sharing Plan-7$826,805$92,719$13,246iApproximate average salary by contribution assumption: employee only about $331,139 at 4% or $220,760 at 6%; with 50% employer match about $220,760 at 4% or $147,173 at 6%; with 100% employer match about $165,570 at 4% or $110,380 at 6%.
202119$870,404$91,702$10,189iApproximate average salary by contribution assumption: employee only about $254,728 at 4% or $169,819 at 6%; with 50% employer match about $169,819 at 4% or $113,212 at 6%; with 100% employer match about $127,364 at 4% or $84,909 at 6%.
Hta 401(K) Profit Sharing Plan-9$870,404$91,702$10,189iApproximate average salary by contribution assumption: employee only about $254,728 at 4% or $169,819 at 6%; with 50% employer match about $169,819 at 4% or $113,212 at 6%; with 100% employer match about $127,364 at 4% or $84,909 at 6%.
202018$712,185$94,857$11,857iApproximate average salary by contribution assumption: employee only about $296,428 at 4% or $197,619 at 6%; with 50% employer match about $197,619 at 4% or $131,746 at 6%; with 100% employer match about $148,214 at 4% or $98,809 at 6%.
Hta 401(K) Profit Sharing Plan-8$712,185$94,857$11,857iApproximate average salary by contribution assumption: employee only about $296,428 at 4% or $197,619 at 6%; with 50% employer match about $197,619 at 4% or $131,746 at 6%; with 100% employer match about $148,214 at 4% or $98,809 at 6%.
201916$571,274$76,987$12,831iApproximate average salary by contribution assumption: employee only about $320,779 at 4% or $213,853 at 6%; with 50% employer match about $213,853 at 4% or $142,569 at 6%; with 100% employer match about $160,390 at 4% or $106,926 at 6%.
Hta 401(K) Profit Sharing Plan-6$571,274$76,987$12,831iApproximate average salary by contribution assumption: employee only about $320,779 at 4% or $213,853 at 6%; with 50% employer match about $213,853 at 4% or $142,569 at 6%; with 100% employer match about $160,390 at 4% or $106,926 at 6%.
201815$437,192$79,898$15,980iApproximate average salary by contribution assumption: employee only about $399,490 at 4% or $266,327 at 6%; with 50% employer match about $266,327 at 4% or $177,551 at 6%; with 100% employer match about $199,745 at 4% or $133,163 at 6%.
Hta 401(K) Profit Sharing Plan-5$437,192$79,898$15,980iApproximate average salary by contribution assumption: employee only about $399,490 at 4% or $266,327 at 6%; with 50% employer match about $266,327 at 4% or $177,551 at 6%; with 100% employer match about $199,745 at 4% or $133,163 at 6%.
201715$389,312$78,071$15,614iApproximate average salary by contribution assumption: employee only about $390,355 at 4% or $260,237 at 6%; with 50% employer match about $260,237 at 4% or $173,491 at 6%; with 100% employer match about $195,178 at 4% or $130,118 at 6%.
Hta 401(K) Profit Sharing Plan-5$389,312$78,071$15,614iApproximate average salary by contribution assumption: employee only about $390,355 at 4% or $260,237 at 6%; with 50% employer match about $260,237 at 4% or $173,491 at 6%; with 100% employer match about $195,178 at 4% or $130,118 at 6%.
201614$275,796$69,774$17,444iApproximate average salary by contribution assumption: employee only about $436,088 at 4% or $290,725 at 6%; with 50% employer match about $290,725 at 4% or $193,817 at 6%; with 100% employer match about $218,044 at 4% or $145,363 at 6%.
Hta 401(K) Profit Sharing Plan-4$275,796$69,774$17,444iApproximate average salary by contribution assumption: employee only about $436,088 at 4% or $290,725 at 6%; with 50% employer match about $290,725 at 4% or $193,817 at 6%; with 100% employer match about $218,044 at 4% or $145,363 at 6%.
201514$206,697$66,399$16,600iApproximate average salary by contribution assumption: employee only about $414,994 at 4% or $276,663 at 6%; with 50% employer match about $276,663 at 4% or $184,442 at 6%; with 100% employer match about $207,497 at 4% or $138,331 at 6%.
Hta 401(K) Profit Sharing Plan-4$206,697$66,399$16,600iApproximate average salary by contribution assumption: employee only about $414,994 at 4% or $276,663 at 6%; with 50% employer match about $276,663 at 4% or $184,442 at 6%; with 100% employer match about $207,497 at 4% or $138,331 at 6%.
201424$143,823$85,011$21,253iApproximate average salary by contribution assumption: employee only about $531,319 at 4% or $354,213 at 6%; with 50% employer match about $354,213 at 4% or $236,142 at 6%; with 100% employer match about $265,659 at 4% or $177,106 at 6%.
Hta 401(K) Profit Sharing Plan-4$143,823$74,195$18,549iApproximate average salary by contribution assumption: employee only about $463,719 at 4% or $309,146 at 6%; with 50% employer match about $309,146 at 4% or $206,097 at 6%; with 100% employer match about $231,859 at 4% or $154,573 at 6%.
HERB THOMAS 401K PROFIT SHARING PLAN TRUST-0$0$10,816-
201328$81,469$67,605$8,451iApproximate average salary by contribution assumption: employee only about $211,266 at 4% or $140,844 at 6%; with 50% employer match about $140,844 at 4% or $93,896 at 6%; with 100% employer match about $105,633 at 4% or $70,422 at 6%.
Hta 401(K) Profit Sharing Plan-4$49,142$49,142$12,286iApproximate average salary by contribution assumption: employee only about $307,138 at 4% or $204,758 at 6%; with 50% employer match about $204,758 at 4% or $136,506 at 6%; with 100% employer match about $153,569 at 4% or $102,379 at 6%.
HERB THOMAS 401 K PROFIT SHARING PLAN TRUST-8$32,327$18,463$2,308iApproximate average salary by contribution assumption: employee only about $57,697 at 4% or $38,465 at 6%; with 50% employer match about $38,465 at 4% or $25,643 at 6%; with 100% employer match about $28,848 at 4% or $19,232 at 6%.
201216$11,311$11,113$1,852iApproximate average salary by contribution assumption: employee only about $46,304 at 4% or $30,869 at 6%; with 50% employer match about $30,869 at 4% or $20,580 at 6%; with 100% employer match about $23,152 at 4% or $15,435 at 6%.
HERB THOMAS AND ASSOCIATES 401 K PROFIT SHARING PLAN TRUST-6$11,311$11,113$1,852iApproximate average salary by contribution assumption: employee only about $46,304 at 4% or $30,869 at 6%; with 50% employer match about $30,869 at 4% or $20,580 at 6%; with 100% employer match about $23,152 at 4% or $15,435 at 6%.