Civic Intelligence

HEADWATERS FUND

Plan context: HEADWATERS FOUNDATION 401(K) PLAN

EIN 36-3359386 • Minneapolis, MN • 21 filings • 3 plans

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2801 21st Avenue SouthMinneapolis, MN 55407
Current Snapshot

Latest Year

2024

2024 Participants

24

2024 Assets

$968,133

2024 Contributions

$423,163

Historical Graphs

Total Assets Over Time

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

$968,133$484,067$0200820162024YearValue
$968,133Latest year 2024

Participants Over Time

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

24120200820162024YearValue
24Latest 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
2024124$968,133$423,163$17,632iApproximate average salary by contribution assumption: employee only about $440,795 at 4% or $293,863 at 6%; with 50% employer match about $293,863 at 4% or $195,909 at 6%; with 100% employer match about $220,397 at 4% or $146,932 at 6%.
HEADWATERS FOUNDATION 401(K) PLAN-24$968,133$423,163$17,632iApproximate average salary by contribution assumption: employee only about $440,795 at 4% or $293,863 at 6%; with 50% employer match about $293,863 at 4% or $195,909 at 6%; with 100% employer match about $220,397 at 4% or $146,932 at 6%.
2023124$657,561$137,016$5,709iApproximate average salary by contribution assumption: employee only about $142,725 at 4% or $95,150 at 6%; with 50% employer match about $95,150 at 4% or $63,433 at 6%; with 100% employer match about $71,363 at 4% or $47,575 at 6%.
HEADWATERS FOUNDATION 401(K) PLAN-24$657,561$137,016$5,709iApproximate average salary by contribution assumption: employee only about $142,725 at 4% or $95,150 at 6%; with 50% employer match about $95,150 at 4% or $63,433 at 6%; with 100% employer match about $71,363 at 4% or $47,575 at 6%.
2022120$541,277$259,098$12,955iApproximate average salary by contribution assumption: employee only about $323,873 at 4% or $215,915 at 6%; with 50% employer match about $215,915 at 4% or $143,943 at 6%; with 100% employer match about $161,936 at 4% or $107,958 at 6%.
HEADWATERS FOUNDATION 401(K) PLAN-20$541,277$259,098$12,955iApproximate average salary by contribution assumption: employee only about $323,873 at 4% or $215,915 at 6%; with 50% employer match about $215,915 at 4% or $143,943 at 6%; with 100% employer match about $161,936 at 4% or $107,958 at 6%.
2021119$606,243$133,601$7,032iApproximate average salary by contribution assumption: employee only about $175,791 at 4% or $117,194 at 6%; with 50% employer match about $117,194 at 4% or $78,129 at 6%; with 100% employer match about $87,895 at 4% or $58,597 at 6%.
HEADWATERS FOUNDATION 401(K) PLAN-19$606,243$133,601$7,032iApproximate average salary by contribution assumption: employee only about $175,791 at 4% or $117,194 at 6%; with 50% employer match about $117,194 at 4% or $78,129 at 6%; with 100% employer match about $87,895 at 4% or $58,597 at 6%.
2020114$424,637$148,321$10,594iApproximate average salary by contribution assumption: employee only about $264,859 at 4% or $176,573 at 6%; with 50% employer match about $176,573 at 4% or $117,715 at 6%; with 100% employer match about $132,429 at 4% or $88,286 at 6%.
HEADWATERS FOUNDATION 401(K) PLAN-14$424,637$148,321$10,594iApproximate average salary by contribution assumption: employee only about $264,859 at 4% or $176,573 at 6%; with 50% employer match about $176,573 at 4% or $117,715 at 6%; with 100% employer match about $132,429 at 4% or $88,286 at 6%.
2019111$234,833$45,029$4,094iApproximate average salary by contribution assumption: employee only about $102,339 at 4% or $68,226 at 6%; with 50% employer match about $68,226 at 4% or $45,484 at 6%; with 100% employer match about $51,169 at 4% or $34,113 at 6%.
HEADWATERS FOUNDATION 401(K) PLAN-11$234,833$45,029$4,094iApproximate average salary by contribution assumption: employee only about $102,339 at 4% or $68,226 at 6%; with 50% employer match about $68,226 at 4% or $45,484 at 6%; with 100% employer match about $51,169 at 4% or $34,113 at 6%.
2018113$181,800$69,586$5,353iApproximate average salary by contribution assumption: employee only about $133,819 at 4% or $89,213 at 6%; with 50% employer match about $89,213 at 4% or $59,475 at 6%; with 100% employer match about $66,910 at 4% or $44,606 at 6%.
HEADWATERS FOUNDATION 401(K) PLAN-13$181,800$69,586$5,353iApproximate average salary by contribution assumption: employee only about $133,819 at 4% or $89,213 at 6%; with 50% employer match about $89,213 at 4% or $59,475 at 6%; with 100% employer match about $66,910 at 4% or $44,606 at 6%.
2017111$131,738$25,952$2,359iApproximate average salary by contribution assumption: employee only about $58,982 at 4% or $39,321 at 6%; with 50% employer match about $39,321 at 4% or $26,214 at 6%; with 100% employer match about $29,491 at 4% or $19,661 at 6%.
HEADWATERS FOUNDATION 401(K) PLAN-11$131,738$25,952$2,359iApproximate average salary by contribution assumption: employee only about $58,982 at 4% or $39,321 at 6%; with 50% employer match about $39,321 at 4% or $26,214 at 6%; with 100% employer match about $29,491 at 4% or $19,661 at 6%.
2016111$215,150$31,585$2,871iApproximate average salary by contribution assumption: employee only about $71,784 at 4% or $47,856 at 6%; with 50% employer match about $47,856 at 4% or $31,904 at 6%; with 100% employer match about $35,892 at 4% or $23,928 at 6%.
HEADWATERS FOUNDATION 401(K) PLAN-11$215,150$31,585$2,871iApproximate average salary by contribution assumption: employee only about $71,784 at 4% or $47,856 at 6%; with 50% employer match about $47,856 at 4% or $31,904 at 6%; with 100% employer match about $35,892 at 4% or $23,928 at 6%.
2015111$176,629$31,586$2,871iApproximate average salary by contribution assumption: employee only about $71,786 at 4% or $47,858 at 6%; with 50% employer match about $47,858 at 4% or $31,905 at 6%; with 100% employer match about $35,893 at 4% or $23,929 at 6%.
HEADWATERS FOUNDATION 401(K) PLAN-11$176,629$31,586$2,871iApproximate average salary by contribution assumption: employee only about $71,786 at 4% or $47,858 at 6%; with 50% employer match about $47,858 at 4% or $31,905 at 6%; with 100% employer match about $35,893 at 4% or $23,929 at 6%.
201419$185,554$40,047$4,450iApproximate average salary by contribution assumption: employee only about $111,242 at 4% or $74,161 at 6%; with 50% employer match about $74,161 at 4% or $49,441 at 6%; with 100% employer match about $55,621 at 4% or $37,081 at 6%.
HEADWATERS FOUNDATION 401(K) PLAN-9$185,554$40,047$4,450iApproximate average salary by contribution assumption: employee only about $111,242 at 4% or $74,161 at 6%; with 50% employer match about $74,161 at 4% or $49,441 at 6%; with 100% employer match about $55,621 at 4% or $37,081 at 6%.
201319$219,183$32,203$3,578iApproximate average salary by contribution assumption: employee only about $89,453 at 4% or $59,635 at 6%; with 50% employer match about $59,635 at 4% or $39,757 at 6%; with 100% employer match about $44,726 at 4% or $29,818 at 6%.
HEADWATERS FOUNDATION 401(K) PLAN-9$219,183$32,203$3,578iApproximate average salary by contribution assumption: employee only about $89,453 at 4% or $59,635 at 6%; with 50% employer match about $59,635 at 4% or $39,757 at 6%; with 100% employer match about $44,726 at 4% or $29,818 at 6%.
201217$161,830$22,282$3,183iApproximate average salary by contribution assumption: employee only about $79,579 at 4% or $53,052 at 6%; with 50% employer match about $53,052 at 4% or $35,368 at 6%; with 100% employer match about $39,789 at 4% or $26,526 at 6%.
HEADWATERS FOUNDATION 401(K) PLAN-7$161,830$22,282$3,183iApproximate average salary by contribution assumption: employee only about $79,579 at 4% or $53,052 at 6%; with 50% employer match about $53,052 at 4% or $35,368 at 6%; with 100% employer match about $39,789 at 4% or $26,526 at 6%.
201118$180,189$34,483$4,310iApproximate average salary by contribution assumption: employee only about $107,759 at 4% or $71,840 at 6%; with 50% employer match about $71,840 at 4% or $47,893 at 6%; with 100% employer match about $53,880 at 4% or $35,920 at 6%.
HEADWATERS FOUNDATION 401(K) PLAN-8$180,189$34,483$4,310iApproximate average salary by contribution assumption: employee only about $107,759 at 4% or $71,840 at 6%; with 50% employer match about $71,840 at 4% or $47,893 at 6%; with 100% employer match about $53,880 at 4% or $35,920 at 6%.
2010110$369,480$45,322$4,532iApproximate average salary by contribution assumption: employee only about $113,305 at 4% or $75,537 at 6%; with 50% employer match about $75,537 at 4% or $50,358 at 6%; with 100% employer match about $56,653 at 4% or $37,768 at 6%.
HEADWATERS FOUNDATION 401(K) PLAN-10$369,480$45,322$4,532iApproximate average salary by contribution assumption: employee only about $113,305 at 4% or $75,537 at 6%; with 50% employer match about $75,537 at 4% or $50,358 at 6%; with 100% employer match about $56,653 at 4% or $37,768 at 6%.
200919$295,688$76,576$8,508iApproximate average salary by contribution assumption: employee only about $212,711 at 4% or $141,807 at 6%; with 50% employer match about $141,807 at 4% or $94,538 at 6%; with 100% employer match about $106,356 at 4% or $70,904 at 6%.
HEADWATERS FOUNDATION 401(K) PLAN-9$295,688$76,576$8,508iApproximate average salary by contribution assumption: employee only about $212,711 at 4% or $141,807 at 6%; with 50% employer match about $141,807 at 4% or $94,538 at 6%; with 100% employer match about $106,356 at 4% or $70,904 at 6%.
200815$153,619$224,263$44,853iApproximate average salary by contribution assumption: employee only about $1,121,315 at 4% or $747,543 at 6%; with 50% employer match about $747,543 at 4% or $498,362 at 6%; with 100% employer match about $560,658 at 4% or $373,772 at 6%.
HEADWATERS FOUNDATION 401K PLAN-5$153,619$224,263$44,853iApproximate average salary by contribution assumption: employee only about $1,121,315 at 4% or $747,543 at 6%; with 50% employer match about $747,543 at 4% or $498,362 at 6%; with 100% employer match about $560,658 at 4% or $373,772 at 6%.
200310$0$0-
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200210$0$0-
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200110$0$0-
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200010$0$0-
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