Civic Intelligence

THE HEADWATERS ACADEMY, INC.

Plan context: THE HEADWATERS ACADEMY, INC. 401(K) PLAN

EIN 36-3727667 • Bozeman, MT • 2 filings • 1 plans

1005 Durston RoadBozeman, MT 59715
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$90,000

2024 Contributions

$74,474

Historical Graphs

Total Assets Over Time

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

$90,000$45,000$020232024YearValue
$90,000Latest year 2024

Participants Over Time

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

137020232024YearValue
13Latest 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
2024113$90,000$74,474$5,729iApproximate average salary by contribution assumption: employee only about $143,219 at 4% or $95,479 at 6%; with 50% employer match about $95,479 at 4% or $63,653 at 6%; with 100% employer match about $71,610 at 4% or $47,740 at 6%.
THE HEADWATERS ACADEMY, INC. 401(K) PLAN-13$90,000$74,474$5,729iApproximate average salary by contribution assumption: employee only about $143,219 at 4% or $95,479 at 6%; with 50% employer match about $95,479 at 4% or $63,653 at 6%; with 100% employer match about $71,610 at 4% or $47,740 at 6%.
202319$9,615$9,615$1,068iApproximate average salary by contribution assumption: employee only about $26,708 at 4% or $17,806 at 6%; with 50% employer match about $17,806 at 4% or $11,870 at 6%; with 100% employer match about $13,354 at 4% or $8,903 at 6%.
THE HEADWATERS ACADEMY, INC. 401(K) PLAN-9$9,615$9,615$1,068iApproximate average salary by contribution assumption: employee only about $26,708 at 4% or $17,806 at 6%; with 50% employer match about $17,806 at 4% or $11,870 at 6%; with 100% employer match about $13,354 at 4% or $8,903 at 6%.