Civic Intelligence

Hzo

Plan context: Hzo 401(K) Profit Sharing Plan Trust

EIN 27-3892778 • Morrisville, NC • 12 filings • 2 plans

5151 Mccrimmon Parkway Suite 208Morrisville, NC 27560
Current Snapshot

Latest Year

2024

2024 Participants

67

2024 Assets

$5,035,031

2024 Contributions

$475,534

Historical Graphs

Total Assets Over Time

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

$5,035,031$2,517,516$0201320192024YearValue
$5,035,031Latest year 2024

Participants Over Time

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

84420201320192024YearValue
67Latest 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
2024167$5,035,031$475,534$7,098iApproximate average salary by contribution assumption: employee only about $177,438 at 4% or $118,292 at 6%; with 50% employer match about $118,292 at 4% or $78,861 at 6%; with 100% employer match about $88,719 at 4% or $59,146 at 6%.
Hzo 401(K) Profit Sharing Plan Trust-67$5,035,031$475,534$7,098iApproximate average salary by contribution assumption: employee only about $177,438 at 4% or $118,292 at 6%; with 50% employer match about $118,292 at 4% or $78,861 at 6%; with 100% employer match about $88,719 at 4% or $59,146 at 6%.
2023175$4,753,483$636,140$8,482iApproximate average salary by contribution assumption: employee only about $212,047 at 4% or $141,364 at 6%; with 50% employer match about $141,364 at 4% or $94,243 at 6%; with 100% employer match about $106,023 at 4% or $70,682 at 6%.
Hzo 401(K) Profit Sharing Plan Trust-75$4,753,483$636,140$8,482iApproximate average salary by contribution assumption: employee only about $212,047 at 4% or $141,364 at 6%; with 50% employer match about $141,364 at 4% or $94,243 at 6%; with 100% employer match about $106,023 at 4% or $70,682 at 6%.
2022173$3,488,946$724,264$9,921iApproximate average salary by contribution assumption: employee only about $248,036 at 4% or $165,357 at 6%; with 50% employer match about $165,357 at 4% or $110,238 at 6%; with 100% employer match about $124,018 at 4% or $82,679 at 6%.
Hzo 401(K) Profit Sharing Plan Trust-73$3,488,946$724,264$9,921iApproximate average salary by contribution assumption: employee only about $248,036 at 4% or $165,357 at 6%; with 50% employer match about $165,357 at 4% or $110,238 at 6%; with 100% employer match about $124,018 at 4% or $82,679 at 6%.
2021178$4,406,239$1,028,973$13,192iApproximate average salary by contribution assumption: employee only about $329,799 at 4% or $219,866 at 6%; with 50% employer match about $219,866 at 4% or $146,577 at 6%; with 100% employer match about $164,900 at 4% or $109,933 at 6%.
Hzo 401(K) Profit Sharing Plan Trust-78$4,406,239$1,028,973$13,192iApproximate average salary by contribution assumption: employee only about $329,799 at 4% or $219,866 at 6%; with 50% employer match about $219,866 at 4% or $146,577 at 6%; with 100% employer match about $164,900 at 4% or $109,933 at 6%.
2020184$3,542,864$1,653,254$19,682iApproximate average salary by contribution assumption: employee only about $492,040 at 4% or $328,027 at 6%; with 50% employer match about $328,027 at 4% or $218,684 at 6%; with 100% employer match about $246,020 at 4% or $164,013 at 6%.
Hzo 401(K) Profit Sharing Plan Trust-84$3,542,864$1,653,254$19,682iApproximate average salary by contribution assumption: employee only about $492,040 at 4% or $328,027 at 6%; with 50% employer match about $328,027 at 4% or $218,684 at 6%; with 100% employer match about $246,020 at 4% or $164,013 at 6%.
2019176$1,704,910$661,380$8,702iApproximate average salary by contribution assumption: employee only about $217,559 at 4% or $145,039 at 6%; with 50% employer match about $145,039 at 4% or $96,693 at 6%; with 100% employer match about $108,780 at 4% or $72,520 at 6%.
Hzo 401(K) Profit Sharing Plan Trust-76$1,704,910$661,380$8,702iApproximate average salary by contribution assumption: employee only about $217,559 at 4% or $145,039 at 6%; with 50% employer match about $145,039 at 4% or $96,693 at 6%; with 100% employer match about $108,780 at 4% or $72,520 at 6%.
2018152$1,092,770$482,955$9,288iApproximate average salary by contribution assumption: employee only about $232,190 at 4% or $154,793 at 6%; with 50% employer match about $154,793 at 4% or $103,196 at 6%; with 100% employer match about $116,095 at 4% or $77,397 at 6%.
Hzo 401(K) Profit Sharing Plan Trust-52$1,092,770$482,955$9,288iApproximate average salary by contribution assumption: employee only about $232,190 at 4% or $154,793 at 6%; with 50% employer match about $154,793 at 4% or $103,196 at 6%; with 100% employer match about $116,095 at 4% or $77,397 at 6%.
2017134$853,944$243,080$7,149iApproximate average salary by contribution assumption: employee only about $178,735 at 4% or $119,157 at 6%; with 50% employer match about $119,157 at 4% or $79,438 at 6%; with 100% employer match about $89,368 at 4% or $59,578 at 6%.
Hzo 401(K) Profit Sharing Plan Trust-34$853,944$243,080$7,149iApproximate average salary by contribution assumption: employee only about $178,735 at 4% or $119,157 at 6%; with 50% employer match about $119,157 at 4% or $79,438 at 6%; with 100% employer match about $89,368 at 4% or $59,578 at 6%.
2016149$730,339$506,326$10,333iApproximate average salary by contribution assumption: employee only about $258,330 at 4% or $172,220 at 6%; with 50% employer match about $172,220 at 4% or $114,813 at 6%; with 100% employer match about $129,165 at 4% or $86,110 at 6%.
Hzo 401(K) Profit Sharing Plan Trust-49$730,339$506,326$10,333iApproximate average salary by contribution assumption: employee only about $258,330 at 4% or $172,220 at 6%; with 50% employer match about $172,220 at 4% or $114,813 at 6%; with 100% employer match about $129,165 at 4% or $86,110 at 6%.
2015127$385,749$212,825$7,882iApproximate average salary by contribution assumption: employee only about $197,060 at 4% or $131,373 at 6%; with 50% employer match about $131,373 at 4% or $87,582 at 6%; with 100% employer match about $98,530 at 4% or $65,687 at 6%.
Hzo 401(K) Profit Sharing Plan Trust-27$385,749$212,825$7,882iApproximate average salary by contribution assumption: employee only about $197,060 at 4% or $131,373 at 6%; with 50% employer match about $131,373 at 4% or $87,582 at 6%; with 100% employer match about $98,530 at 4% or $65,687 at 6%.
2014121$194,379$181,049$8,621iApproximate average salary by contribution assumption: employee only about $215,535 at 4% or $143,690 at 6%; with 50% employer match about $143,690 at 4% or $95,793 at 6%; with 100% employer match about $107,767 at 4% or $71,845 at 6%.
Hzo 401(K) Profit Sharing Plan Trust-21$194,379$181,049$8,621iApproximate average salary by contribution assumption: employee only about $215,535 at 4% or $143,690 at 6%; with 50% employer match about $143,690 at 4% or $95,793 at 6%; with 100% employer match about $107,767 at 4% or $71,845 at 6%.
2013112$33,179$32,000$2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%.
Hzo 401(K) Profit Sharing Plan Trust-12$33,179$32,000$2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%.