Current Snapshot
Latest Year
2015
2015 Participants
90
2015 Assets
$3,186,879
2015 Contributions
$163,275
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2015 | 1 | 90 | $3,186,879 | $163,275 | $1,814iApproximate average salary by contribution assumption: employee only about $45,354 at 4% or $30,236 at 6%; with 50% employer match about $30,236 at 4% or $20,157 at 6%; with 100% employer match about $22,677 at 4% or $15,118 at 6%. |
| H-R 401K Plan | - | 90 | $3,186,879 | $163,275 | $1,814iApproximate average salary by contribution assumption: employee only about $45,354 at 4% or $30,236 at 6%; with 50% employer match about $30,236 at 4% or $20,157 at 6%; with 100% employer match about $22,677 at 4% or $15,118 at 6%. |
| 2014 | 1 | 102 | $3,385,292 | $176,469 | $1,730iApproximate average salary by contribution assumption: employee only about $43,252 at 4% or $28,835 at 6%; with 50% employer match about $28,835 at 4% or $19,223 at 6%; with 100% employer match about $21,626 at 4% or $14,417 at 6%. |
| H-R 401K Plan | - | 102 | $3,385,292 | $176,469 | $1,730iApproximate average salary by contribution assumption: employee only about $43,252 at 4% or $28,835 at 6%; with 50% employer match about $28,835 at 4% or $19,223 at 6%; with 100% employer match about $21,626 at 4% or $14,417 at 6%. |
| 2010 | 1 | 154 | $2,536,308 | $248,061 | $1,611iApproximate average salary by contribution assumption: employee only about $40,270 at 4% or $26,846 at 6%; with 50% employer match about $26,846 at 4% or $17,898 at 6%; with 100% employer match about $20,135 at 4% or $13,423 at 6%. |
| H-R 401K Plan | - | 154 | $2,536,308 | $248,061 | $1,611iApproximate average salary by contribution assumption: employee only about $40,270 at 4% or $26,846 at 6%; with 50% employer match about $26,846 at 4% or $17,898 at 6%; with 100% employer match about $20,135 at 4% or $13,423 at 6%. |
| 2009 | 1 | 154 | $1,884,131 | $358,339 | $2,327iApproximate average salary by contribution assumption: employee only about $58,172 at 4% or $38,781 at 6%; with 50% employer match about $38,781 at 4% or $25,854 at 6%; with 100% employer match about $29,086 at 4% or $19,391 at 6%. |
| H-R 401K Plan | - | 154 | $1,884,131 | $358,339 | $2,327iApproximate average salary by contribution assumption: employee only about $58,172 at 4% or $38,781 at 6%; with 50% employer match about $38,781 at 4% or $25,854 at 6%; with 100% employer match about $29,086 at 4% or $19,391 at 6%. |
| 2008 | 1 | 154 | $1,849,009 | $358,339 | $2,327iApproximate average salary by contribution assumption: employee only about $58,172 at 4% or $38,781 at 6%; with 50% employer match about $38,781 at 4% or $25,854 at 6%; with 100% employer match about $29,086 at 4% or $19,391 at 6%. |
| H-R 401K Plan | - | 154 | $1,849,009 | $358,339 | $2,327iApproximate average salary by contribution assumption: employee only about $58,172 at 4% or $38,781 at 6%; with 50% employer match about $38,781 at 4% or $25,854 at 6%; with 100% employer match about $29,086 at 4% or $19,391 at 6%. |
| 2007 | 1 | 160 | $2,325,754 | $369,741 | $2,311iApproximate average salary by contribution assumption: employee only about $57,772 at 4% or $38,515 at 6%; with 50% employer match about $38,515 at 4% or $25,676 at 6%; with 100% employer match about $28,886 at 4% or $19,257 at 6%. |
| H-R 401K Plan | - | 160 | $2,325,754 | $369,741 | $2,311iApproximate average salary by contribution assumption: employee only about $57,772 at 4% or $38,515 at 6%; with 50% employer match about $38,515 at 4% or $25,676 at 6%; with 100% employer match about $28,886 at 4% or $19,257 at 6%. |
| 2006 | 1 | 165 | $2,215,068 | $366,453 | $2,221iApproximate average salary by contribution assumption: employee only about $55,523 at 4% or $37,015 at 6%; with 50% employer match about $37,015 at 4% or $24,677 at 6%; with 100% employer match about $27,762 at 4% or $18,508 at 6%. |
| H-R 401K Plan | - | 165 | $2,215,068 | $366,453 | $2,221iApproximate average salary by contribution assumption: employee only about $55,523 at 4% or $37,015 at 6%; with 50% employer match about $37,015 at 4% or $24,677 at 6%; with 100% employer match about $27,762 at 4% or $18,508 at 6%. |
| 2005 | 1 | 117 | $1,753,610 | $349,066 | $2,983iApproximate average salary by contribution assumption: employee only about $74,587 at 4% or $49,725 at 6%; with 50% employer match about $49,725 at 4% or $33,150 at 6%; with 100% employer match about $37,293 at 4% or $24,862 at 6%. |
| H-R 401K Plan | - | 117 | $1,753,610 | $349,066 | $2,983iApproximate average salary by contribution assumption: employee only about $74,587 at 4% or $49,725 at 6%; with 50% employer match about $49,725 at 4% or $33,150 at 6%; with 100% employer match about $37,293 at 4% or $24,862 at 6%. |
| 2004 | 1 | 119 | $1,586,057 | $324,628 | $2,728iApproximate average salary by contribution assumption: employee only about $68,199 at 4% or $45,466 at 6%; with 50% employer match about $45,466 at 4% or $30,311 at 6%; with 100% employer match about $34,100 at 4% or $22,733 at 6%. |
| H-R 401K Plan | - | 119 | $1,586,057 | $324,628 | $2,728iApproximate average salary by contribution assumption: employee only about $68,199 at 4% or $45,466 at 6%; with 50% employer match about $45,466 at 4% or $30,311 at 6%; with 100% employer match about $34,100 at 4% or $22,733 at 6%. |
| 2003 | 1 | 124 | $1,310,254 | $299,963 | $2,419iApproximate average salary by contribution assumption: employee only about $60,476 at 4% or $40,318 at 6%; with 50% employer match about $40,318 at 4% or $26,878 at 6%; with 100% employer match about $30,238 at 4% or $20,159 at 6%. |
| H-R 401K Plan | - | 124 | $1,310,254 | $299,963 | $2,419iApproximate average salary by contribution assumption: employee only about $60,476 at 4% or $40,318 at 6%; with 50% employer match about $40,318 at 4% or $26,878 at 6%; with 100% employer match about $30,238 at 4% or $20,159 at 6%. |
| 2002 | 1 | 139 | $1,025,256 | $146,704 | $1,055iApproximate average salary by contribution assumption: employee only about $26,386 at 4% or $17,590 at 6%; with 50% employer match about $17,590 at 4% or $11,727 at 6%; with 100% employer match about $13,193 at 4% or $8,795 at 6%. |
| H-R 401K Plan | - | 139 | $1,025,256 | $146,704 | $1,055iApproximate average salary by contribution assumption: employee only about $26,386 at 4% or $17,590 at 6%; with 50% employer match about $17,590 at 4% or $11,727 at 6%; with 100% employer match about $13,193 at 4% or $8,795 at 6%. |
| 2001 | 1 | 146 | $0 | $0 | - |
| H-R 401K Plan | - | 146 | - | - | - |
| 2000 | 1 | 141 | $0 | $0 | - |
| H-R 401K Plan | - | 141 | - | - | - |
| 1999 | 1 | 117 | $835,964 | $203,530 | $1,740iApproximate average salary by contribution assumption: employee only about $43,489 at 4% or $28,993 at 6%; with 50% employer match about $28,993 at 4% or $19,329 at 6%; with 100% employer match about $21,745 at 4% or $14,496 at 6%. |
| H-R 401K Plan | - | 117 | $835,964 | $203,530 | $1,740iApproximate average salary by contribution assumption: employee only about $43,489 at 4% or $28,993 at 6%; with 50% employer match about $28,993 at 4% or $19,329 at 6%; with 100% employer match about $21,745 at 4% or $14,496 at 6%. |