Civic Intelligence

Halter Ferguson Financial Inc.

Plan context: Halter Ferguson Financial 401(K) Plan

EIN 35-1691226 • Carmel, IN • 22 filings • 2 plans

13080 Grand Blvd Suite 130Carmel, IN 46032
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$2,408,751

2024 Contributions

$204,768

Historical Graphs

Total Assets Over Time

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

$2,408,751$1,204,376$0200320142024YearValue
$2,408,751Latest year 2024

Participants Over Time

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

1160200320142024YearValue
11Latest 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
2024111$2,408,751$204,768$18,615iApproximate average salary by contribution assumption: employee only about $465,382 at 4% or $310,255 at 6%; with 50% employer match about $310,255 at 4% or $206,836 at 6%; with 100% employer match about $232,691 at 4% or $155,127 at 6%.
Halter Ferguson Financial 401(K) Plan-11$2,408,751$204,768$18,615iApproximate average salary by contribution assumption: employee only about $465,382 at 4% or $310,255 at 6%; with 50% employer match about $310,255 at 4% or $206,836 at 6%; with 100% employer match about $232,691 at 4% or $155,127 at 6%.
2023110$1,740,884$684,086$68,409iApproximate average salary by contribution assumption: employee only about $1,710,215 at 4% or $1,140,143 at 6%; with 50% employer match about $1,140,143 at 4% or $760,096 at 6%; with 100% employer match about $855,108 at 4% or $570,072 at 6%.
Halter Ferguson Financial 401(K) Plan-10$1,740,884$684,086$68,409iApproximate average salary by contribution assumption: employee only about $1,710,215 at 4% or $1,140,143 at 6%; with 50% employer match about $1,140,143 at 4% or $760,096 at 6%; with 100% employer match about $855,108 at 4% or $570,072 at 6%.
202219$1,056,798$154,975$17,219iApproximate average salary by contribution assumption: employee only about $430,486 at 4% or $286,991 at 6%; with 50% employer match about $286,991 at 4% or $191,327 at 6%; with 100% employer match about $215,243 at 4% or $143,495 at 6%.
Halter Ferguson Financial 401(K) Plan-9$1,056,798$154,975$17,219iApproximate average salary by contribution assumption: employee only about $430,486 at 4% or $286,991 at 6%; with 50% employer match about $286,991 at 4% or $191,327 at 6%; with 100% employer match about $215,243 at 4% or $143,495 at 6%.
202119$1,656,659$111,354$12,373iApproximate average salary by contribution assumption: employee only about $309,317 at 4% or $206,211 at 6%; with 50% employer match about $206,211 at 4% or $137,474 at 6%; with 100% employer match about $154,658 at 4% or $103,106 at 6%.
Halter Ferguson Financial 401(K) Plan-9$1,656,659$111,354$12,373iApproximate average salary by contribution assumption: employee only about $309,317 at 4% or $206,211 at 6%; with 50% employer match about $206,211 at 4% or $137,474 at 6%; with 100% employer match about $154,658 at 4% or $103,106 at 6%.
202015$1,274,679$134,050$26,810iApproximate average salary by contribution assumption: employee only about $670,250 at 4% or $446,833 at 6%; with 50% employer match about $446,833 at 4% or $297,889 at 6%; with 100% employer match about $335,125 at 4% or $223,417 at 6%.
Halter Ferguson Financial 401(K) Plan-5$1,274,679$134,050$26,810iApproximate average salary by contribution assumption: employee only about $670,250 at 4% or $446,833 at 6%; with 50% employer match about $446,833 at 4% or $297,889 at 6%; with 100% employer match about $335,125 at 4% or $223,417 at 6%.
201915$1,577,093$126,774$25,355iApproximate average salary by contribution assumption: employee only about $633,870 at 4% or $422,580 at 6%; with 50% employer match about $422,580 at 4% or $281,720 at 6%; with 100% employer match about $316,935 at 4% or $211,290 at 6%.
Halter Ferguson Financial 401(K) Plan-5$1,577,093$126,774$25,355iApproximate average salary by contribution assumption: employee only about $633,870 at 4% or $422,580 at 6%; with 50% employer match about $422,580 at 4% or $281,720 at 6%; with 100% employer match about $316,935 at 4% or $211,290 at 6%.
201815$1,165,072$76,667$15,333iApproximate average salary by contribution assumption: employee only about $383,335 at 4% or $255,557 at 6%; with 50% employer match about $255,557 at 4% or $170,371 at 6%; with 100% employer match about $191,668 at 4% or $127,778 at 6%.
Halter Ferguson Financial 401(K) Plan-5$1,165,072$76,667$15,333iApproximate average salary by contribution assumption: employee only about $383,335 at 4% or $255,557 at 6%; with 50% employer match about $255,557 at 4% or $170,371 at 6%; with 100% employer match about $191,668 at 4% or $127,778 at 6%.
201715$1,229,352$73,168$14,634iApproximate average salary by contribution assumption: employee only about $365,840 at 4% or $243,893 at 6%; with 50% employer match about $243,893 at 4% or $162,596 at 6%; with 100% employer match about $182,920 at 4% or $121,947 at 6%.
Halter Ferguson Financial 401(K) Plan-5$1,229,352$73,168$14,634iApproximate average salary by contribution assumption: employee only about $365,840 at 4% or $243,893 at 6%; with 50% employer match about $243,893 at 4% or $162,596 at 6%; with 100% employer match about $182,920 at 4% or $121,947 at 6%.
201616$1,316,922$85,830$14,305iApproximate average salary by contribution assumption: employee only about $357,625 at 4% or $238,417 at 6%; with 50% employer match about $238,417 at 4% or $158,944 at 6%; with 100% employer match about $178,813 at 4% or $119,208 at 6%.
Halter Ferguson Financial 401(K) Plan-6$1,316,922$85,830$14,305iApproximate average salary by contribution assumption: employee only about $357,625 at 4% or $238,417 at 6%; with 50% employer match about $238,417 at 4% or $158,944 at 6%; with 100% employer match about $178,813 at 4% or $119,208 at 6%.
201516$1,107,900$81,883$13,647iApproximate average salary by contribution assumption: employee only about $341,179 at 4% or $227,453 at 6%; with 50% employer match about $227,453 at 4% or $151,635 at 6%; with 100% employer match about $170,590 at 4% or $113,726 at 6%.
Halter Ferguson Financial 401(K) Plan-6$1,107,900$81,883$13,647iApproximate average salary by contribution assumption: employee only about $341,179 at 4% or $227,453 at 6%; with 50% employer match about $227,453 at 4% or $151,635 at 6%; with 100% employer match about $170,590 at 4% or $113,726 at 6%.
201415$1,118,986$81,574$16,315iApproximate average salary by contribution assumption: employee only about $407,870 at 4% or $271,913 at 6%; with 50% employer match about $271,913 at 4% or $181,276 at 6%; with 100% employer match about $203,935 at 4% or $135,957 at 6%.
Halter Ferguson Financial 401(K) Plan-5$1,118,986$81,574$16,315iApproximate average salary by contribution assumption: employee only about $407,870 at 4% or $271,913 at 6%; with 50% employer match about $271,913 at 4% or $181,276 at 6%; with 100% employer match about $203,935 at 4% or $135,957 at 6%.
201315$1,199,901$75,658$15,132iApproximate average salary by contribution assumption: employee only about $378,290 at 4% or $252,193 at 6%; with 50% employer match about $252,193 at 4% or $168,129 at 6%; with 100% employer match about $189,145 at 4% or $126,097 at 6%.
Halter Ferguson Financial 401(K) Plan-5$1,199,901$75,658$15,132iApproximate average salary by contribution assumption: employee only about $378,290 at 4% or $252,193 at 6%; with 50% employer match about $252,193 at 4% or $168,129 at 6%; with 100% employer match about $189,145 at 4% or $126,097 at 6%.
201215$938,898$71,694$14,339iApproximate average salary by contribution assumption: employee only about $358,470 at 4% or $238,980 at 6%; with 50% employer match about $238,980 at 4% or $159,320 at 6%; with 100% employer match about $179,235 at 4% or $119,490 at 6%.
Halter Ferguson Financial 401(K) Plan-5$938,898$71,694$14,339iApproximate average salary by contribution assumption: employee only about $358,470 at 4% or $238,980 at 6%; with 50% employer match about $238,980 at 4% or $159,320 at 6%; with 100% employer match about $179,235 at 4% or $119,490 at 6%.
201115$762,939$90,149$18,030iApproximate average salary by contribution assumption: employee only about $450,745 at 4% or $300,497 at 6%; with 50% employer match about $300,497 at 4% or $200,331 at 6%; with 100% employer match about $225,373 at 4% or $150,248 at 6%.
Halter Ferguson Financial 401(K) Plan-5$762,939$90,149$18,030iApproximate average salary by contribution assumption: employee only about $450,745 at 4% or $300,497 at 6%; with 50% employer match about $300,497 at 4% or $200,331 at 6%; with 100% employer match about $225,373 at 4% or $150,248 at 6%.
201015$685,752$88,522$17,704iApproximate average salary by contribution assumption: employee only about $442,610 at 4% or $295,073 at 6%; with 50% employer match about $295,073 at 4% or $196,716 at 6%; with 100% employer match about $221,305 at 4% or $147,537 at 6%.
Halter Ferguson Financial 401(K) Plan-5$685,752$88,522$17,704iApproximate average salary by contribution assumption: employee only about $442,610 at 4% or $295,073 at 6%; with 50% employer match about $295,073 at 4% or $196,716 at 6%; with 100% employer match about $221,305 at 4% or $147,537 at 6%.
200915$506,330$83,466$16,693iApproximate average salary by contribution assumption: employee only about $417,330 at 4% or $278,220 at 6%; with 50% employer match about $278,220 at 4% or $185,480 at 6%; with 100% employer match about $208,665 at 4% or $139,110 at 6%.
Halter Ferguson Financial 401(K) Plan-5$506,330$83,466$16,693iApproximate average salary by contribution assumption: employee only about $417,330 at 4% or $278,220 at 6%; with 50% employer match about $278,220 at 4% or $185,480 at 6%; with 100% employer match about $208,665 at 4% or $139,110 at 6%.
200815$306,098$78,304$15,661iApproximate average salary by contribution assumption: employee only about $391,520 at 4% or $261,013 at 6%; with 50% employer match about $261,013 at 4% or $174,009 at 6%; with 100% employer match about $195,760 at 4% or $130,507 at 6%.
Halter Ferguson Financial 401(K) Plan-5$306,098$78,304$15,661iApproximate average salary by contribution assumption: employee only about $391,520 at 4% or $261,013 at 6%; with 50% employer match about $261,013 at 4% or $174,009 at 6%; with 100% employer match about $195,760 at 4% or $130,507 at 6%.
200715$387,261$72,791$14,558iApproximate average salary by contribution assumption: employee only about $363,955 at 4% or $242,637 at 6%; with 50% employer match about $242,637 at 4% or $161,758 at 6%; with 100% employer match about $181,978 at 4% or $121,318 at 6%.
Halter Ferguson Financial 401(K) Plan-5$387,261$72,791$14,558iApproximate average salary by contribution assumption: employee only about $363,955 at 4% or $242,637 at 6%; with 50% employer match about $242,637 at 4% or $161,758 at 6%; with 100% employer match about $181,978 at 4% or $121,318 at 6%.
200616$298,604$69,267$11,545iApproximate average salary by contribution assumption: employee only about $288,613 at 4% or $192,408 at 6%; with 50% employer match about $192,408 at 4% or $128,272 at 6%; with 100% employer match about $144,306 at 4% or $96,204 at 6%.
Halter Ferguson Financial 401(K) Plan-6$298,604$69,267$11,545iApproximate average salary by contribution assumption: employee only about $288,613 at 4% or $192,408 at 6%; with 50% employer match about $192,408 at 4% or $128,272 at 6%; with 100% employer match about $144,306 at 4% or $96,204 at 6%.
200514$201,675$60,610$15,153iApproximate average salary by contribution assumption: employee only about $378,813 at 4% or $252,542 at 6%; with 50% employer match about $252,542 at 4% or $168,361 at 6%; with 100% employer match about $189,406 at 4% or $126,271 at 6%.
Halter Ferguson Financial 401(K) Plan-4$201,675$60,610$15,153iApproximate average salary by contribution assumption: employee only about $378,813 at 4% or $252,542 at 6%; with 50% employer match about $252,542 at 4% or $168,361 at 6%; with 100% employer match about $189,406 at 4% or $126,271 at 6%.
200414$128,086$54,218$13,555iApproximate average salary by contribution assumption: employee only about $338,863 at 4% or $225,908 at 6%; with 50% employer match about $225,908 at 4% or $150,606 at 6%; with 100% employer match about $169,431 at 4% or $112,954 at 6%.
Halter Ferguson Financial 401(K) Plan-4$128,086$54,218$13,555iApproximate average salary by contribution assumption: employee only about $338,863 at 4% or $225,908 at 6%; with 50% employer match about $225,908 at 4% or $150,606 at 6%; with 100% employer match about $169,431 at 4% or $112,954 at 6%.
200314$63,404$55,412$13,853iApproximate average salary by contribution assumption: employee only about $346,325 at 4% or $230,883 at 6%; with 50% employer match about $230,883 at 4% or $153,922 at 6%; with 100% employer match about $173,163 at 4% or $115,442 at 6%.
Halter Ferguson Financial 401(K) Plan-4$63,404$55,412$13,853iApproximate average salary by contribution assumption: employee only about $346,325 at 4% or $230,883 at 6%; with 50% employer match about $230,883 at 4% or $153,922 at 6%; with 100% employer match about $173,163 at 4% or $115,442 at 6%.