Civic Intelligence

Hm Equity Management LLC.

Plan context: Hm Equity Employee Benefit Plan Trust

EIN 26-0596182 • 11 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$319

2024 Contributions

$31,400

Historical Graphs

Total Assets Over Time

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

$3,790$1,895$0201420172020YearValue
$319Latest year 2020

Participants Over Time

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

61310201420192023YearValue
13Latest 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
202410$0$31,400-
Hm Equity Employee Benefit Plan Trust-0-$31,400-
2023113$0$169,802$13,062iApproximate average salary by contribution assumption: employee only about $326,542 at 4% or $217,695 at 6%; with 50% employer match about $217,695 at 4% or $145,130 at 6%; with 100% employer match about $163,271 at 4% or $108,847 at 6%.
Hm Equity Employee Benefit Plan Trust-13-$169,802$13,062iApproximate average salary by contribution assumption: employee only about $326,542 at 4% or $217,695 at 6%; with 50% employer match about $217,695 at 4% or $145,130 at 6%; with 100% employer match about $163,271 at 4% or $108,847 at 6%.
2022113$0$256,343$19,719iApproximate average salary by contribution assumption: employee only about $492,967 at 4% or $328,645 at 6%; with 50% employer match about $328,645 at 4% or $219,097 at 6%; with 100% employer match about $246,484 at 4% or $164,322 at 6%.
Hm Equity Employee Benefit Plan Trust-13-$256,343$19,719iApproximate average salary by contribution assumption: employee only about $492,967 at 4% or $328,645 at 6%; with 50% employer match about $328,645 at 4% or $219,097 at 6%; with 100% employer match about $246,484 at 4% or $164,322 at 6%.
2021133$0$434,250$13,159iApproximate average salary by contribution assumption: employee only about $328,977 at 4% or $219,318 at 6%; with 50% employer match about $219,318 at 4% or $146,212 at 6%; with 100% employer match about $164,489 at 4% or $109,659 at 6%.
Hm Equity Employee Benefit Plan Trust-33-$434,250$13,159iApproximate average salary by contribution assumption: employee only about $328,977 at 4% or $219,318 at 6%; with 50% employer match about $219,318 at 4% or $146,212 at 6%; with 100% employer match about $164,489 at 4% or $109,659 at 6%.
2020152$319$400,760$7,707iApproximate average salary by contribution assumption: employee only about $192,673 at 4% or $128,449 at 6%; with 50% employer match about $128,449 at 4% or $85,632 at 6%; with 100% employer match about $96,337 at 4% or $64,224 at 6%.
Hm Equity Employee Benefit Plan Trust-52$319$400,760$7,707iApproximate average salary by contribution assumption: employee only about $192,673 at 4% or $128,449 at 6%; with 50% employer match about $128,449 at 4% or $85,632 at 6%; with 100% employer match about $96,337 at 4% or $64,224 at 6%.
2019161$2,310$438,436$7,187iApproximate average salary by contribution assumption: employee only about $179,687 at 4% or $119,791 at 6%; with 50% employer match about $119,791 at 4% or $79,861 at 6%; with 100% employer match about $89,843 at 4% or $59,896 at 6%.
Hm Equity Employee Benefit Plan Trust-61$2,310$438,436$7,187iApproximate average salary by contribution assumption: employee only about $179,687 at 4% or $119,791 at 6%; with 50% employer match about $119,791 at 4% or $79,861 at 6%; with 100% employer match about $89,843 at 4% or $59,896 at 6%.
2018154$0$267,575$4,955iApproximate average salary by contribution assumption: employee only about $123,877 at 4% or $82,585 at 6%; with 50% employer match about $82,585 at 4% or $55,057 at 6%; with 100% employer match about $61,939 at 4% or $41,292 at 6%.
Hm Equity Employee Benefit Plan Trust-54-$267,575$4,955iApproximate average salary by contribution assumption: employee only about $123,877 at 4% or $82,585 at 6%; with 50% employer match about $82,585 at 4% or $55,057 at 6%; with 100% employer match about $61,939 at 4% or $41,292 at 6%.
2017152$3,118$178,292$3,429iApproximate average salary by contribution assumption: employee only about $85,717 at 4% or $57,145 at 6%; with 50% employer match about $57,145 at 4% or $38,097 at 6%; with 100% employer match about $42,859 at 4% or $28,572 at 6%.
Hm Equity Employee Benefit Plan Trust-52$3,118$178,292$3,429iApproximate average salary by contribution assumption: employee only about $85,717 at 4% or $57,145 at 6%; with 50% employer match about $57,145 at 4% or $38,097 at 6%; with 100% employer match about $42,859 at 4% or $28,572 at 6%.
2016148$3,790$169,088$3,523iApproximate average salary by contribution assumption: employee only about $88,067 at 4% or $58,711 at 6%; with 50% employer match about $58,711 at 4% or $39,141 at 6%; with 100% employer match about $44,033 at 4% or $29,356 at 6%.
Hm Equity Employee Benefit Plan Trust-48$3,790$169,088$3,523iApproximate average salary by contribution assumption: employee only about $88,067 at 4% or $58,711 at 6%; with 50% employer match about $58,711 at 4% or $39,141 at 6%; with 100% employer match about $44,033 at 4% or $29,356 at 6%.
2015149$1,100$171,549$3,501iApproximate average salary by contribution assumption: employee only about $87,525 at 4% or $58,350 at 6%; with 50% employer match about $58,350 at 4% or $38,900 at 6%; with 100% employer match about $43,763 at 4% or $29,175 at 6%.
Hm Equity Employee Benefit Plan Trust-49$1,100$171,549$3,501iApproximate average salary by contribution assumption: employee only about $87,525 at 4% or $58,350 at 6%; with 50% employer match about $58,350 at 4% or $38,900 at 6%; with 100% employer match about $43,763 at 4% or $29,175 at 6%.
2014148$645$155,472$3,239iApproximate average salary by contribution assumption: employee only about $80,975 at 4% or $53,983 at 6%; with 50% employer match about $53,983 at 4% or $35,989 at 6%; with 100% employer match about $40,488 at 4% or $26,992 at 6%.
Hm Equity Employee Benefit Plan Trust-48$645$155,472$3,239iApproximate average salary by contribution assumption: employee only about $80,975 at 4% or $53,983 at 6%; with 50% employer match about $53,983 at 4% or $35,989 at 6%; with 100% employer match about $40,488 at 4% or $26,992 at 6%.