Civic Intelligence

H.D. Vest Management and Services LLC

Plan context: H.D. VEST MANAGEMENT AND SERVICES, LLC 401(K) PLAN

EIN 26-1549895 • 11 filings • 7 plans

Current Snapshot

Latest Year

2010

2010 Participants

75

2010 Assets

$1,601,079

2010 Contributions

$179,359

Historical Graphs

Total Assets Over Time

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

$2,000,150$1,000,075$0200720092010YearValue
$1,601,079Latest year 2010

Participants Over Time

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

2781390200720092010YearValue
75Latest year 2010

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
2010475$1,601,079$179,359$2,391iApproximate average salary by contribution assumption: employee only about $59,786 at 4% or $39,858 at 6%; with 50% employer match about $39,858 at 4% or $26,572 at 6%; with 100% employer match about $29,893 at 4% or $19,929 at 6%.
H.D. VEST MANAGEMENT AND SERVICES, LLC 401(K) PLAN-66$1,601,079$179,359$2,718iApproximate average salary by contribution assumption: employee only about $67,939 at 4% or $45,293 at 6%; with 50% employer match about $45,293 at 4% or $30,195 at 6%; with 100% employer match about $33,970 at 4% or $22,646 at 6%.
H.D. VEST MANAGEMENT & SERVICES, LLC DENTAL AND VISION PLAN-72---
H.D. Vest Management and Services LLC United Healthcare Plan-75---
H.D. Vest Management and Services LLC Met Life Plan-67---
20093163$2,000,150$485,686$2,980iApproximate average salary by contribution assumption: employee only about $74,492 at 4% or $49,661 at 6%; with 50% employer match about $49,661 at 4% or $33,107 at 6%; with 100% employer match about $37,246 at 4% or $24,831 at 6%.
H.D. VEST MANAGEMENT AND SERVICES, LLC 401(K) PLAN-135$2,000,150$485,686$3,598iApproximate average salary by contribution assumption: employee only about $89,942 at 4% or $59,961 at 6%; with 50% employer match about $59,961 at 4% or $39,974 at 6%; with 100% employer match about $44,971 at 4% or $29,981 at 6%.
H.D. Vest Management and Services LLC United Healthcare Plan-150---
H.D. Vest Management and Services LLC Met Life Plan-163---
20083278$1,489,699$979,974$3,525iApproximate average salary by contribution assumption: employee only about $88,127 at 4% or $58,751 at 6%; with 50% employer match about $58,751 at 4% or $39,168 at 6%; with 100% employer match about $44,064 at 4% or $29,376 at 6%.
H.D. VEST MANAGEMENT AND SERVICES, LLC 401K PLAN-240$1,489,699$979,974$4,083iApproximate average salary by contribution assumption: employee only about $102,081 at 4% or $68,054 at 6%; with 50% employer match about $68,054 at 4% or $45,369 at 6%; with 100% employer match about $51,040 at 4% or $34,027 at 6%.
H.D. Vest Management and Services LLC Met Life Plan-278---
H.D. Vest Management and Services LLC United Healthcare Plan-238---
20071190$1,446,380$870,834$4,583iApproximate average salary by contribution assumption: employee only about $114,583 at 4% or $76,389 at 6%; with 50% employer match about $76,389 at 4% or $50,926 at 6%; with 100% employer match about $57,292 at 4% or $38,194 at 6%.
H.D. VEST MANAGEMENT AND SERVICES, LLC 401K PLAN-190$1,446,380$870,834$4,583iApproximate average salary by contribution assumption: employee only about $114,583 at 4% or $76,389 at 6%; with 50% employer match about $76,389 at 4% or $50,926 at 6%; with 100% employer match about $57,292 at 4% or $38,194 at 6%.