Civic Intelligence

Halverson Bros. Inc.

Plan context: Halverson Bros. Inc. 401(K) Profit Sharing Plan

EIN 39-1030823 • Menomonie, WI • 27 filings • 3 plans

1020 North BroadwayMenomonie, WI 54751
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$4,008,081

2025 Contributions

$168,975

Historical Graphs

Total Assets Over Time

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

$4,008,081$2,004,041$0199920132025YearValue
$4,008,081Latest year 2025

Participants Over Time

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

1370199920122025YearValue
10Latest year 2025

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
2025110$4,008,081$168,975$16,898iApproximate average salary by contribution assumption: employee only about $422,438 at 4% or $281,625 at 6%; with 50% employer match about $281,625 at 4% or $187,750 at 6%; with 100% employer match about $211,219 at 4% or $140,813 at 6%.
Halverson Bros. Inc. 401(K) Profit Sharing Plan-10$4,008,081$168,975$16,898iApproximate average salary by contribution assumption: employee only about $422,438 at 4% or $281,625 at 6%; with 50% employer match about $281,625 at 4% or $187,750 at 6%; with 100% employer match about $211,219 at 4% or $140,813 at 6%.
202418$3,385,179$183,989$22,999iApproximate average salary by contribution assumption: employee only about $574,966 at 4% or $383,310 at 6%; with 50% employer match about $383,310 at 4% or $255,540 at 6%; with 100% employer match about $287,483 at 4% or $191,655 at 6%.
Halverson Bros. Inc. 401(K) Profit Sharing Plan-8$3,385,179$183,989$22,999iApproximate average salary by contribution assumption: employee only about $574,966 at 4% or $383,310 at 6%; with 50% employer match about $383,310 at 4% or $255,540 at 6%; with 100% employer match about $287,483 at 4% or $191,655 at 6%.
202319$2,919,849$152,014$16,890iApproximate average salary by contribution assumption: employee only about $422,261 at 4% or $281,507 at 6%; with 50% employer match about $281,507 at 4% or $187,672 at 6%; with 100% employer match about $211,131 at 4% or $140,754 at 6%.
Halverson Bros. Inc. 401(K) Profit Sharing Plan-9$2,919,849$152,014$16,890iApproximate average salary by contribution assumption: employee only about $422,261 at 4% or $281,507 at 6%; with 50% employer match about $281,507 at 4% or $187,672 at 6%; with 100% employer match about $211,131 at 4% or $140,754 at 6%.
202219$2,508,171$143,962$15,996iApproximate average salary by contribution assumption: employee only about $399,894 at 4% or $266,596 at 6%; with 50% employer match about $266,596 at 4% or $177,731 at 6%; with 100% employer match about $199,947 at 4% or $133,298 at 6%.
Halverson Bros. Inc. 401(K) Profit Sharing Plan-9$2,508,171$143,962$15,996iApproximate average salary by contribution assumption: employee only about $399,894 at 4% or $266,596 at 6%; with 50% employer match about $266,596 at 4% or $177,731 at 6%; with 100% employer match about $199,947 at 4% or $133,298 at 6%.
202118$2,884,668$127,774$15,972iApproximate average salary by contribution assumption: employee only about $399,294 at 4% or $266,196 at 6%; with 50% employer match about $266,196 at 4% or $177,464 at 6%; with 100% employer match about $199,647 at 4% or $133,098 at 6%.
Halverson Bros. Inc. 401(K) Profit Sharing Plan-8$2,884,668$127,774$15,972iApproximate average salary by contribution assumption: employee only about $399,294 at 4% or $266,196 at 6%; with 50% employer match about $266,196 at 4% or $177,464 at 6%; with 100% employer match about $199,647 at 4% or $133,098 at 6%.
202018$2,731,008$126,038$15,755iApproximate average salary by contribution assumption: employee only about $393,869 at 4% or $262,579 at 6%; with 50% employer match about $262,579 at 4% or $175,053 at 6%; with 100% employer match about $196,934 at 4% or $131,290 at 6%.
Halverson Bros. Inc. 401(K) Profit Sharing Plan-8$2,731,008$126,038$15,755iApproximate average salary by contribution assumption: employee only about $393,869 at 4% or $262,579 at 6%; with 50% employer match about $262,579 at 4% or $175,053 at 6%; with 100% employer match about $196,934 at 4% or $131,290 at 6%.
201919$2,603,078$132,675$14,742iApproximate average salary by contribution assumption: employee only about $368,542 at 4% or $245,694 at 6%; with 50% employer match about $245,694 at 4% or $163,796 at 6%; with 100% employer match about $184,271 at 4% or $122,847 at 6%.
Halverson Bros. Inc. 401(K) Profit Sharing Plan-9$2,603,078$132,675$14,742iApproximate average salary by contribution assumption: employee only about $368,542 at 4% or $245,694 at 6%; with 50% employer match about $245,694 at 4% or $163,796 at 6%; with 100% employer match about $184,271 at 4% or $122,847 at 6%.
201818$2,110,136$129,855$16,232iApproximate average salary by contribution assumption: employee only about $405,797 at 4% or $270,531 at 6%; with 50% employer match about $270,531 at 4% or $180,354 at 6%; with 100% employer match about $202,898 at 4% or $135,266 at 6%.
Halverson Bros. Inc. 401(K) Profit Sharing Plan-8$2,110,136$129,855$16,232iApproximate average salary by contribution assumption: employee only about $405,797 at 4% or $270,531 at 6%; with 50% employer match about $270,531 at 4% or $180,354 at 6%; with 100% employer match about $202,898 at 4% or $135,266 at 6%.
201718$2,127,874$135,703$16,963iApproximate average salary by contribution assumption: employee only about $424,072 at 4% or $282,715 at 6%; with 50% employer match about $282,715 at 4% or $188,476 at 6%; with 100% employer match about $212,036 at 4% or $141,357 at 6%.
Halverson Bros. Inc. 401(K) Profit Sharing Plan-8$2,127,874$135,703$16,963iApproximate average salary by contribution assumption: employee only about $424,072 at 4% or $282,715 at 6%; with 50% employer match about $282,715 at 4% or $188,476 at 6%; with 100% employer match about $212,036 at 4% or $141,357 at 6%.
201619$1,759,251$131,061$14,562iApproximate average salary by contribution assumption: employee only about $364,058 at 4% or $242,706 at 6%; with 50% employer match about $242,706 at 4% or $161,804 at 6%; with 100% employer match about $182,029 at 4% or $121,353 at 6%.
Halverson Bros. Inc. 401(K) Profit Sharing Plan-9$1,759,251$131,061$14,562iApproximate average salary by contribution assumption: employee only about $364,058 at 4% or $242,706 at 6%; with 50% employer match about $242,706 at 4% or $161,804 at 6%; with 100% employer match about $182,029 at 4% or $121,353 at 6%.
2015110$1,534,184$130,776$13,078iApproximate average salary by contribution assumption: employee only about $326,940 at 4% or $217,960 at 6%; with 50% employer match about $217,960 at 4% or $145,307 at 6%; with 100% employer match about $163,470 at 4% or $108,980 at 6%.
Halverson Bros. Inc. 401(K) Profit Sharing Plan-10$1,534,184$130,776$13,078iApproximate average salary by contribution assumption: employee only about $326,940 at 4% or $217,960 at 6%; with 50% employer match about $217,960 at 4% or $145,307 at 6%; with 100% employer match about $163,470 at 4% or $108,980 at 6%.
2014110$1,446,630$127,304$12,730iApproximate average salary by contribution assumption: employee only about $318,260 at 4% or $212,173 at 6%; with 50% employer match about $212,173 at 4% or $141,449 at 6%; with 100% employer match about $159,130 at 4% or $106,087 at 6%.
Halverson Bros. Inc. 401(K) Profit Sharing Plan-10$1,446,630$127,304$12,730iApproximate average salary by contribution assumption: employee only about $318,260 at 4% or $212,173 at 6%; with 50% employer match about $212,173 at 4% or $141,449 at 6%; with 100% employer match about $159,130 at 4% or $106,087 at 6%.
2013111$1,289,333$126,692$11,517iApproximate average salary by contribution assumption: employee only about $287,936 at 4% or $191,958 at 6%; with 50% employer match about $191,958 at 4% or $127,972 at 6%; with 100% employer match about $143,968 at 4% or $95,979 at 6%.
Halverson Bros. Inc. 401(K) Profit Sharing Plan-11$1,289,333$126,692$11,517iApproximate average salary by contribution assumption: employee only about $287,936 at 4% or $191,958 at 6%; with 50% employer match about $191,958 at 4% or $127,972 at 6%; with 100% employer match about $143,968 at 4% or $95,979 at 6%.
2012113$1,094,920$295,473$22,729iApproximate average salary by contribution assumption: employee only about $568,217 at 4% or $378,812 at 6%; with 50% employer match about $378,812 at 4% or $252,541 at 6%; with 100% employer match about $284,109 at 4% or $189,406 at 6%.
Halverson Bros. Inc. 401(K) Profit Sharing Plan-13$1,094,920$295,473$22,729iApproximate average salary by contribution assumption: employee only about $568,217 at 4% or $378,812 at 6%; with 50% employer match about $378,812 at 4% or $252,541 at 6%; with 100% employer match about $284,109 at 4% or $189,406 at 6%.
201119$690,583$64,082$7,120iApproximate average salary by contribution assumption: employee only about $178,006 at 4% or $118,670 at 6%; with 50% employer match about $118,670 at 4% or $79,114 at 6%; with 100% employer match about $89,003 at 4% or $59,335 at 6%.
Halverson Bros. Inc. 401(K) Profit Sharing Plan-9$690,583$64,082$7,120iApproximate average salary by contribution assumption: employee only about $178,006 at 4% or $118,670 at 6%; with 50% employer match about $118,670 at 4% or $79,114 at 6%; with 100% employer match about $89,003 at 4% or $59,335 at 6%.
201018$648,674$61,065$7,633iApproximate average salary by contribution assumption: employee only about $190,828 at 4% or $127,219 at 6%; with 50% employer match about $127,219 at 4% or $84,813 at 6%; with 100% employer match about $95,414 at 4% or $63,609 at 6%.
Halverson Bros. Inc. 401(K) Profit Sharing Plan-8$648,674$61,065$7,633iApproximate average salary by contribution assumption: employee only about $190,828 at 4% or $127,219 at 6%; with 50% employer match about $127,219 at 4% or $84,813 at 6%; with 100% employer match about $95,414 at 4% or $63,609 at 6%.
200919$566,480$70,736$7,860iApproximate average salary by contribution assumption: employee only about $196,489 at 4% or $130,993 at 6%; with 50% employer match about $130,993 at 4% or $87,328 at 6%; with 100% employer match about $98,244 at 4% or $65,496 at 6%.
Halverson Bros. Inc. 401(K) Profit Sharing Plan-9$566,480$70,736$7,860iApproximate average salary by contribution assumption: employee only about $196,489 at 4% or $130,993 at 6%; with 50% employer match about $130,993 at 4% or $87,328 at 6%; with 100% employer match about $98,244 at 4% or $65,496 at 6%.
200818$413,419$76,113$9,514iApproximate average salary by contribution assumption: employee only about $237,853 at 4% or $158,569 at 6%; with 50% employer match about $158,569 at 4% or $105,713 at 6%; with 100% employer match about $118,927 at 4% or $79,284 at 6%.
Halverson Bros. Inc. 401(K) Profit Sharing Plan-8$413,419$76,113$9,514iApproximate average salary by contribution assumption: employee only about $237,853 at 4% or $158,569 at 6%; with 50% employer match about $158,569 at 4% or $105,713 at 6%; with 100% employer match about $118,927 at 4% or $79,284 at 6%.
200719$891,936$67,371$7,486iApproximate average salary by contribution assumption: employee only about $187,142 at 4% or $124,761 at 6%; with 50% employer match about $124,761 at 4% or $83,174 at 6%; with 100% employer match about $93,571 at 4% or $62,381 at 6%.
Halverson Bros. Inc. 401(K) Profit Sharing Plan-9$891,936$67,371$7,486iApproximate average salary by contribution assumption: employee only about $187,142 at 4% or $124,761 at 6%; with 50% employer match about $124,761 at 4% or $83,174 at 6%; with 100% employer match about $93,571 at 4% or $62,381 at 6%.
200619$986,489$54,036$6,004iApproximate average salary by contribution assumption: employee only about $150,100 at 4% or $100,067 at 6%; with 50% employer match about $100,067 at 4% or $66,711 at 6%; with 100% employer match about $75,050 at 4% or $50,033 at 6%.
Halverson Bros. Inc. 401(K) Profit Sharing Plan-9$986,489$54,036$6,004iApproximate average salary by contribution assumption: employee only about $150,100 at 4% or $100,067 at 6%; with 50% employer match about $100,067 at 4% or $66,711 at 6%; with 100% employer match about $75,050 at 4% or $50,033 at 6%.
200517$829,118$2,602$372iApproximate average salary by contribution assumption: employee only about $9,293 at 4% or $6,195 at 6%; with 50% employer match about $6,195 at 4% or $4,130 at 6%; with 100% employer match about $4,646 at 4% or $3,098 at 6%.
Halverson Bros. Inc. 401(K) Profit Sharing Plan-7$829,118$2,602$372iApproximate average salary by contribution assumption: employee only about $9,293 at 4% or $6,195 at 6%; with 50% employer match about $6,195 at 4% or $4,130 at 6%; with 100% employer match about $4,646 at 4% or $3,098 at 6%.
200419$796,081$40,200$4,467iApproximate average salary by contribution assumption: employee only about $111,667 at 4% or $74,444 at 6%; with 50% employer match about $74,444 at 4% or $49,630 at 6%; with 100% employer match about $55,833 at 4% or $37,222 at 6%.
Halverson Bros. Inc. 401(K) Profit Sharing Plan-9$796,081$40,200$4,467iApproximate average salary by contribution assumption: employee only about $111,667 at 4% or $74,444 at 6%; with 50% employer match about $74,444 at 4% or $49,630 at 6%; with 100% employer match about $55,833 at 4% or $37,222 at 6%.
200312$0$0-
Halverson Bros. Inc. 401(K) Profit Sharing Plan-2---
200218$645,112$28,803$3,600iApproximate average salary by contribution assumption: employee only about $90,009 at 4% or $60,006 at 6%; with 50% employer match about $60,006 at 4% or $40,004 at 6%; with 100% employer match about $45,005 at 4% or $30,003 at 6%.
Halverson Bros. Inc. 401(K) Profit Sharing Plan-8$645,112$28,803$3,600iApproximate average salary by contribution assumption: employee only about $90,009 at 4% or $60,006 at 6%; with 50% employer match about $60,006 at 4% or $40,004 at 6%; with 100% employer match about $45,005 at 4% or $30,003 at 6%.
200119$943,462$46,564$5,174iApproximate average salary by contribution assumption: employee only about $129,344 at 4% or $86,230 at 6%; with 50% employer match about $86,230 at 4% or $57,486 at 6%; with 100% employer match about $64,672 at 4% or $43,115 at 6%.
Halverson Bros. Inc. 401(K) Profit Sharing Plan-9$943,462$46,564$5,174iApproximate average salary by contribution assumption: employee only about $129,344 at 4% or $86,230 at 6%; with 50% employer match about $86,230 at 4% or $57,486 at 6%; with 100% employer match about $64,672 at 4% or $43,115 at 6%.
200019$1,030,584$47,056$5,228iApproximate average salary by contribution assumption: employee only about $130,711 at 4% or $87,141 at 6%; with 50% employer match about $87,141 at 4% or $58,094 at 6%; with 100% employer match about $65,356 at 4% or $43,570 at 6%.
Halverson Bros. Inc. 401(K) Profit Sharing Plan-9$1,030,584$47,056$5,228iApproximate average salary by contribution assumption: employee only about $130,711 at 4% or $87,141 at 6%; with 50% employer match about $87,141 at 4% or $58,094 at 6%; with 100% employer match about $65,356 at 4% or $43,570 at 6%.
199919$1,010,734$60,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Halverson Bros. Inc. 401(K) Profit Sharing Plan-9$1,010,734$60,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.