Civic Intelligence

H.E. Inc.

Plan context: H.E. Inc. 401-K Plan

EIN 22-3870893 • Paso Robles, CA • 8 filings • 1 plans

504 First Street Suite APaso Robles, CA 93446
Current Snapshot

Latest Year

2021

2021 Participants

7

2021 Assets

$1,888,626

2021 Contributions

$188,654

Historical Graphs

Total Assets Over Time

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

$1,894,281$947,141$0201420182021YearValue
$1,888,626Latest year 2021

Participants Over Time

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

740201420182021YearValue
7Latest year 2021

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
202117$1,888,626$188,654$26,951iApproximate average salary by contribution assumption: employee only about $673,764 at 4% or $449,176 at 6%; with 50% employer match about $449,176 at 4% or $299,451 at 6%; with 100% employer match about $336,882 at 4% or $224,588 at 6%.
H.E. Inc. 401-K Plan-7$1,888,626$188,654$26,951iApproximate average salary by contribution assumption: employee only about $673,764 at 4% or $449,176 at 6%; with 50% employer match about $449,176 at 4% or $299,451 at 6%; with 100% employer match about $336,882 at 4% or $224,588 at 6%.
202017$1,894,281$194,032$27,719iApproximate average salary by contribution assumption: employee only about $692,971 at 4% or $461,981 at 6%; with 50% employer match about $461,981 at 4% or $307,987 at 6%; with 100% employer match about $346,486 at 4% or $230,990 at 6%.
H.E. Inc. 401-K Plan-7$1,894,281$194,032$27,719iApproximate average salary by contribution assumption: employee only about $692,971 at 4% or $461,981 at 6%; with 50% employer match about $461,981 at 4% or $307,987 at 6%; with 100% employer match about $346,486 at 4% or $230,990 at 6%.
201917$1,519,751$188,054$26,865iApproximate average salary by contribution assumption: employee only about $671,621 at 4% or $447,748 at 6%; with 50% employer match about $447,748 at 4% or $298,498 at 6%; with 100% employer match about $335,811 at 4% or $223,874 at 6%.
H.E. Inc. 401-K Plan-7$1,519,751$188,054$26,865iApproximate average salary by contribution assumption: employee only about $671,621 at 4% or $447,748 at 6%; with 50% employer match about $447,748 at 4% or $298,498 at 6%; with 100% employer match about $335,811 at 4% or $223,874 at 6%.
201816$1,188,045$181,772$30,295iApproximate average salary by contribution assumption: employee only about $757,383 at 4% or $504,922 at 6%; with 50% employer match about $504,922 at 4% or $336,615 at 6%; with 100% employer match about $378,692 at 4% or $252,461 at 6%.
H.E. Inc. 401-K Plan-6$1,188,045$181,772$30,295iApproximate average salary by contribution assumption: employee only about $757,383 at 4% or $504,922 at 6%; with 50% employer match about $504,922 at 4% or $336,615 at 6%; with 100% employer match about $378,692 at 4% or $252,461 at 6%.
201717$1,040,190$178,492$25,499iApproximate average salary by contribution assumption: employee only about $637,471 at 4% or $424,981 at 6%; with 50% employer match about $424,981 at 4% or $283,321 at 6%; with 100% employer match about $318,736 at 4% or $212,490 at 6%.
H.E. Inc. 401-K Plan-7$1,040,190$178,492$25,499iApproximate average salary by contribution assumption: employee only about $637,471 at 4% or $424,981 at 6%; with 50% employer match about $424,981 at 4% or $283,321 at 6%; with 100% employer match about $318,736 at 4% or $212,490 at 6%.
201615$767,718$151,469$30,294iApproximate average salary by contribution assumption: employee only about $757,345 at 4% or $504,897 at 6%; with 50% employer match about $504,897 at 4% or $336,598 at 6%; with 100% employer match about $378,673 at 4% or $252,448 at 6%.
H.E. Inc. 401-K Plan-5$767,718$151,469$30,294iApproximate average salary by contribution assumption: employee only about $757,345 at 4% or $504,897 at 6%; with 50% employer match about $504,897 at 4% or $336,598 at 6%; with 100% employer match about $378,673 at 4% or $252,448 at 6%.
201515$583,677$145,750$29,150iApproximate average salary by contribution assumption: employee only about $728,750 at 4% or $485,833 at 6%; with 50% employer match about $485,833 at 4% or $323,889 at 6%; with 100% employer match about $364,375 at 4% or $242,917 at 6%.
H.E. Inc. 401-K Plan-5$583,677$145,750$29,150iApproximate average salary by contribution assumption: employee only about $728,750 at 4% or $485,833 at 6%; with 50% employer match about $485,833 at 4% or $323,889 at 6%; with 100% employer match about $364,375 at 4% or $242,917 at 6%.
201415$489,717$45,660$9,132iApproximate average salary by contribution assumption: employee only about $228,300 at 4% or $152,200 at 6%; with 50% employer match about $152,200 at 4% or $101,467 at 6%; with 100% employer match about $114,150 at 4% or $76,100 at 6%.
H.E. Inc. 401-K Plan-5$489,717$45,660$9,132iApproximate average salary by contribution assumption: employee only about $228,300 at 4% or $152,200 at 6%; with 50% employer match about $152,200 at 4% or $101,467 at 6%; with 100% employer match about $114,150 at 4% or $76,100 at 6%.