Civic Intelligence

Jean Shoner

Plan context: H&R BLOCK OF CHELSEA SAFE HARBOR 401K

EIN 38-2222445 • Chelsea, MI • 13 filings • 8 plans

1171 S Main St Ste 3Chelsea, MI 48118-1621
Current Snapshot

Latest Year

2023

2023 Participants

21

2023 Assets

$1,007,636

2023 Contributions

$93,463

Historical Graphs

Total Assets Over Time

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

$1,658,943$829,472$0199920182023YearValue
$1,007,636Latest year 2023

Participants Over Time

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

21110199920162023YearValue
21Latest year 2023

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
2023121$1,007,636$93,463$4,451iApproximate average salary by contribution assumption: employee only about $111,265 at 4% or $74,177 at 6%; with 50% employer match about $74,177 at 4% or $49,451 at 6%; with 100% employer match about $55,633 at 4% or $37,088 at 6%.
H&R BLOCK OF CHELSEA SAFE HARBOR 401K-21$1,007,636$93,463$4,451iApproximate average salary by contribution assumption: employee only about $111,265 at 4% or $74,177 at 6%; with 50% employer match about $74,177 at 4% or $49,451 at 6%; with 100% employer match about $55,633 at 4% or $37,088 at 6%.
2022120$1,370,351$92,008$4,600iApproximate average salary by contribution assumption: employee only about $115,010 at 4% or $76,673 at 6%; with 50% employer match about $76,673 at 4% or $51,116 at 6%; with 100% employer match about $57,505 at 4% or $38,337 at 6%.
H&R BLOCK OF CHELSEA, SAFE HARBOR 401K-20$1,370,351$92,008$4,600iApproximate average salary by contribution assumption: employee only about $115,010 at 4% or $76,673 at 6%; with 50% employer match about $76,673 at 4% or $51,116 at 6%; with 100% employer match about $57,505 at 4% or $38,337 at 6%.
2021111$1,658,943$121,276$11,025iApproximate average salary by contribution assumption: employee only about $275,627 at 4% or $183,752 at 6%; with 50% employer match about $183,752 at 4% or $122,501 at 6%; with 100% employer match about $137,814 at 4% or $91,876 at 6%.
H&R BLOCK OF CHELSEA, SAFE HARBOR 401(K)-11$1,658,943$121,276$11,025iApproximate average salary by contribution assumption: employee only about $275,627 at 4% or $183,752 at 6%; with 50% employer match about $183,752 at 4% or $122,501 at 6%; with 100% employer match about $137,814 at 4% or $91,876 at 6%.
201918$1,036,207$75,601$9,450iApproximate average salary by contribution assumption: employee only about $236,253 at 4% or $157,502 at 6%; with 50% employer match about $157,502 at 4% or $105,001 at 6%; with 100% employer match about $118,127 at 4% or $78,751 at 6%.
H & R BLOCK OF CHELSEA, SAFE HARBOR 401(K)-8$1,036,207$75,601$9,450iApproximate average salary by contribution assumption: employee only about $236,253 at 4% or $157,502 at 6%; with 50% employer match about $157,502 at 4% or $105,001 at 6%; with 100% employer match about $118,127 at 4% or $78,751 at 6%.
2018113$792,017$60,681$4,668iApproximate average salary by contribution assumption: employee only about $116,694 at 4% or $77,796 at 6%; with 50% employer match about $77,796 at 4% or $51,864 at 6%; with 100% employer match about $58,347 at 4% or $38,898 at 6%.
H & R BLOCK OF CHELSEA, SAFE HARBOR 401(K)-13$792,017$60,681$4,668iApproximate average salary by contribution assumption: employee only about $116,694 at 4% or $77,796 at 6%; with 50% employer match about $77,796 at 4% or $51,864 at 6%; with 100% employer match about $58,347 at 4% or $38,898 at 6%.
2017113$854,527$76,777$5,906iApproximate average salary by contribution assumption: employee only about $147,648 at 4% or $98,432 at 6%; with 50% employer match about $98,432 at 4% or $65,621 at 6%; with 100% employer match about $73,824 at 4% or $49,216 at 6%.
H & R BLOCK OF CHELSEA, SAFE HARBOR 401(K)-13$854,527$76,777$5,906iApproximate average salary by contribution assumption: employee only about $147,648 at 4% or $98,432 at 6%; with 50% employer match about $98,432 at 4% or $65,621 at 6%; with 100% employer match about $73,824 at 4% or $49,216 at 6%.
2016111$798,213$69,810$6,346iApproximate average salary by contribution assumption: employee only about $158,659 at 4% or $105,773 at 6%; with 50% employer match about $105,773 at 4% or $70,515 at 6%; with 100% employer match about $79,330 at 4% or $52,886 at 6%.
H & R BLOCK OF CHELSEA SAFE HARBOR 401(K)-11$798,213$69,810$6,346iApproximate average salary by contribution assumption: employee only about $158,659 at 4% or $105,773 at 6%; with 50% employer match about $105,773 at 4% or $70,515 at 6%; with 100% employer match about $79,330 at 4% or $52,886 at 6%.
2015113$54,342$63,079$4,852iApproximate average salary by contribution assumption: employee only about $121,306 at 4% or $80,871 at 6%; with 50% employer match about $80,871 at 4% or $53,914 at 6%; with 100% employer match about $60,653 at 4% or $40,435 at 6%.
H & R BLOCK OF CHELSEA, SAFE HARBOR 401(K)-13$54,342$63,079$4,852iApproximate average salary by contribution assumption: employee only about $121,306 at 4% or $80,871 at 6%; with 50% employer match about $80,871 at 4% or $53,914 at 6%; with 100% employer match about $60,653 at 4% or $40,435 at 6%.
2014115$0$61,492$4,099iApproximate average salary by contribution assumption: employee only about $102,487 at 4% or $68,324 at 6%; with 50% employer match about $68,324 at 4% or $45,550 at 6%; with 100% employer match about $51,243 at 4% or $34,162 at 6%.
H&R BLOCK OF CHELSEA, SAFE HARBOR 401(K)-15-$61,492$4,099iApproximate average salary by contribution assumption: employee only about $102,487 at 4% or $68,324 at 6%; with 50% employer match about $68,324 at 4% or $45,550 at 6%; with 100% employer match about $51,243 at 4% or $34,162 at 6%.
2013115$0$42,161$2,811iApproximate average salary by contribution assumption: employee only about $70,268 at 4% or $46,846 at 6%; with 50% employer match about $46,846 at 4% or $31,230 at 6%; with 100% employer match about $35,134 at 4% or $23,423 at 6%.
H&R BLOCK OF CHELSEA, SAFE HARBOUR 401(K)-15-$42,161$2,811iApproximate average salary by contribution assumption: employee only about $70,268 at 4% or $46,846 at 6%; with 50% employer match about $46,846 at 4% or $31,230 at 6%; with 100% employer match about $35,134 at 4% or $23,423 at 6%.
2012114$0$21,160$1,511iApproximate average salary by contribution assumption: employee only about $37,786 at 4% or $25,190 at 6%; with 50% employer match about $25,190 at 4% or $16,794 at 6%; with 100% employer match about $18,893 at 4% or $12,595 at 6%.
H&R BLOCK OF CHELSEA, SAFE HARBOUR-14-$21,160$1,511iApproximate average salary by contribution assumption: employee only about $37,786 at 4% or $25,190 at 6%; with 50% employer match about $25,190 at 4% or $16,794 at 6%; with 100% employer match about $18,893 at 4% or $12,595 at 6%.
200012$149,580$15,331$7,666iApproximate average salary by contribution assumption: employee only about $191,638 at 4% or $127,758 at 6%; with 50% employer match about $127,758 at 4% or $85,172 at 6%; with 100% employer match about $95,819 at 4% or $63,879 at 6%.
Profit-Sharing Plan H & R Block of Chelsea-2$149,580$15,331$7,666iApproximate average salary by contribution assumption: employee only about $191,638 at 4% or $127,758 at 6%; with 50% employer match about $127,758 at 4% or $85,172 at 6%; with 100% employer match about $95,819 at 4% or $63,879 at 6%.
199912$161,786$13,621$6,811iApproximate average salary by contribution assumption: employee only about $170,263 at 4% or $113,508 at 6%; with 50% employer match about $113,508 at 4% or $75,672 at 6%; with 100% employer match about $85,131 at 4% or $56,754 at 6%.
Profit-Sharing Plan H & R Block of Chelsea-2$161,786$13,621$6,811iApproximate average salary by contribution assumption: employee only about $170,263 at 4% or $113,508 at 6%; with 50% employer match about $113,508 at 4% or $75,672 at 6%; with 100% employer match about $85,131 at 4% or $56,754 at 6%.