Civic Intelligence

Headinvest LLC

Plan context: Headinvest LLC 401(K) Plan

EIN 20-4445689 • Portland, ME • 12 filings • 4 plans

7 Custom House Street, 4th FloorPortland, ME 04101
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$4,291,021

2024 Contributions

$452,519

Historical Graphs

Total Assets Over Time

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

$4,291,021$2,145,511$0201320192024YearValue
$4,291,021Latest year 2024

Participants Over Time

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

22110201320192024YearValue
22Latest 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
2024122$4,291,021$452,519$20,569iApproximate average salary by contribution assumption: employee only about $514,226 at 4% or $342,817 at 6%; with 50% employer match about $342,817 at 4% or $228,545 at 6%; with 100% employer match about $257,113 at 4% or $171,409 at 6%.
Headinvest LLC 401(K) Plan-22$4,291,021$452,519$20,569iApproximate average salary by contribution assumption: employee only about $514,226 at 4% or $342,817 at 6%; with 50% employer match about $342,817 at 4% or $228,545 at 6%; with 100% employer match about $257,113 at 4% or $171,409 at 6%.
2023121$3,413,672$439,727$20,939iApproximate average salary by contribution assumption: employee only about $523,485 at 4% or $348,990 at 6%; with 50% employer match about $348,990 at 4% or $232,660 at 6%; with 100% employer match about $261,742 at 4% or $174,495 at 6%.
Headinvest LLC 401(K) Plan-21$3,413,672$439,727$20,939iApproximate average salary by contribution assumption: employee only about $523,485 at 4% or $348,990 at 6%; with 50% employer match about $348,990 at 4% or $232,660 at 6%; with 100% employer match about $261,742 at 4% or $174,495 at 6%.
2022119$3,505,040$362,421$19,075iApproximate average salary by contribution assumption: employee only about $476,870 at 4% or $317,913 at 6%; with 50% employer match about $317,913 at 4% or $211,942 at 6%; with 100% employer match about $238,435 at 4% or $158,957 at 6%.
Headinvest LLC 401(K) Plan-19$3,505,040$362,421$19,075iApproximate average salary by contribution assumption: employee only about $476,870 at 4% or $317,913 at 6%; with 50% employer match about $317,913 at 4% or $211,942 at 6%; with 100% employer match about $238,435 at 4% or $158,957 at 6%.
2021117$3,704,926$362,276$21,310iApproximate average salary by contribution assumption: employee only about $532,759 at 4% or $355,173 at 6%; with 50% employer match about $355,173 at 4% or $236,782 at 6%; with 100% employer match about $266,379 at 4% or $177,586 at 6%.
Headinvest LLC 401(K) Plan-17$3,704,926$362,276$21,310iApproximate average salary by contribution assumption: employee only about $532,759 at 4% or $355,173 at 6%; with 50% employer match about $355,173 at 4% or $236,782 at 6%; with 100% employer match about $266,379 at 4% or $177,586 at 6%.
2020117$2,836,875$333,071$19,592iApproximate average salary by contribution assumption: employee only about $489,810 at 4% or $326,540 at 6%; with 50% employer match about $326,540 at 4% or $217,693 at 6%; with 100% employer match about $244,905 at 4% or $163,270 at 6%.
Headinvest LLC 401(K) Plan-17$2,836,875$333,071$19,592iApproximate average salary by contribution assumption: employee only about $489,810 at 4% or $326,540 at 6%; with 50% employer match about $326,540 at 4% or $217,693 at 6%; with 100% employer match about $244,905 at 4% or $163,270 at 6%.
2019115$2,484,008$313,737$20,916iApproximate average salary by contribution assumption: employee only about $522,895 at 4% or $348,597 at 6%; with 50% employer match about $348,597 at 4% or $232,398 at 6%; with 100% employer match about $261,448 at 4% or $174,298 at 6%.
Headinvest LLC 401(K) Plan-15$2,484,008$313,737$20,916iApproximate average salary by contribution assumption: employee only about $522,895 at 4% or $348,597 at 6%; with 50% employer match about $348,597 at 4% or $232,398 at 6%; with 100% employer match about $261,448 at 4% or $174,298 at 6%.
2018114$1,896,545$272,575$19,470iApproximate average salary by contribution assumption: employee only about $486,741 at 4% or $324,494 at 6%; with 50% employer match about $324,494 at 4% or $216,329 at 6%; with 100% employer match about $243,371 at 4% or $162,247 at 6%.
Headinvest LLC 401(K) Plan-14$1,896,545$272,575$19,470iApproximate average salary by contribution assumption: employee only about $486,741 at 4% or $324,494 at 6%; with 50% employer match about $324,494 at 4% or $216,329 at 6%; with 100% employer match about $243,371 at 4% or $162,247 at 6%.
2017111$1,765,714$225,921$20,538iApproximate average salary by contribution assumption: employee only about $513,457 at 4% or $342,305 at 6%; with 50% employer match about $342,305 at 4% or $228,203 at 6%; with 100% employer match about $256,728 at 4% or $171,152 at 6%.
Headinvest LLC 401(K) Plan-11$1,765,714$225,921$20,538iApproximate average salary by contribution assumption: employee only about $513,457 at 4% or $342,305 at 6%; with 50% employer match about $342,305 at 4% or $228,203 at 6%; with 100% employer match about $256,728 at 4% or $171,152 at 6%.
2016111$1,330,118$147,756$13,432iApproximate average salary by contribution assumption: employee only about $335,809 at 4% or $223,873 at 6%; with 50% employer match about $223,873 at 4% or $149,248 at 6%; with 100% employer match about $167,905 at 4% or $111,936 at 6%.
Headinvest LLC 401(K) Plan-11$1,330,118$147,756$13,432iApproximate average salary by contribution assumption: employee only about $335,809 at 4% or $223,873 at 6%; with 50% employer match about $223,873 at 4% or $149,248 at 6%; with 100% employer match about $167,905 at 4% or $111,936 at 6%.
2015111$1,123,167$198,540$18,049iApproximate average salary by contribution assumption: employee only about $451,227 at 4% or $300,818 at 6%; with 50% employer match about $300,818 at 4% or $200,545 at 6%; with 100% employer match about $225,614 at 4% or $150,409 at 6%.
Headinvest LLC 401(K) Plan-11$1,123,167$198,540$18,049iApproximate average salary by contribution assumption: employee only about $451,227 at 4% or $300,818 at 6%; with 50% employer match about $300,818 at 4% or $200,545 at 6%; with 100% employer match about $225,614 at 4% or $150,409 at 6%.
2014111$932,936$269,751$24,523iApproximate average salary by contribution assumption: employee only about $613,070 at 4% or $408,714 at 6%; with 50% employer match about $408,714 at 4% or $272,476 at 6%; with 100% employer match about $306,535 at 4% or $204,357 at 6%.
Headinvest LLC 401(K) Plan-11$932,936$269,751$24,523iApproximate average salary by contribution assumption: employee only about $613,070 at 4% or $408,714 at 6%; with 50% employer match about $408,714 at 4% or $272,476 at 6%; with 100% employer match about $306,535 at 4% or $204,357 at 6%.
2013112$610,428$47,902$3,992iApproximate average salary by contribution assumption: employee only about $99,796 at 4% or $66,531 at 6%; with 50% employer match about $66,531 at 4% or $44,354 at 6%; with 100% employer match about $49,898 at 4% or $33,265 at 6%.
Headinvest LLC 401(K) Plan-12$610,428$47,902$3,992iApproximate average salary by contribution assumption: employee only about $99,796 at 4% or $66,531 at 6%; with 50% employer match about $66,531 at 4% or $44,354 at 6%; with 100% employer match about $49,898 at 4% or $33,265 at 6%.