Civic Intelligence

The Hartley Trusts

Plan context: The Hartley Trusts 401K Profit Sharing Plan

EIN 41-0727715 • Duluth, MN • 24 filings • 4 plans

740 East Superior StreetDuluth, MN 55802
Current Snapshot

Latest Year

2019

2019 Participants

3

2019 Assets

$164,907

2019 Contributions

$5,364

Historical Graphs

Total Assets Over Time

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

$914,039$457,020$0199920092018YearValue
$164,907Latest year 2018

Participants Over Time

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

420199920092018YearValue
3Latest year 2018

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
201910$0$5,364-
The Hartley Trusts 401K Profit Sharing Plan-0$0$5,364-
201813$164,907$19,535$6,512iApproximate average salary by contribution assumption: employee only about $162,792 at 4% or $108,528 at 6%; with 50% employer match about $108,528 at 4% or $72,352 at 6%; with 100% employer match about $81,396 at 4% or $54,264 at 6%.
The Hartley Trusts 401K Profit Sharing Plan-3$164,907$19,535$6,512iApproximate average salary by contribution assumption: employee only about $162,792 at 4% or $108,528 at 6%; with 50% employer match about $108,528 at 4% or $72,352 at 6%; with 100% employer match about $81,396 at 4% or $54,264 at 6%.
201713$155,344$34,045$11,348iApproximate average salary by contribution assumption: employee only about $283,708 at 4% or $189,139 at 6%; with 50% employer match about $189,139 at 4% or $126,093 at 6%; with 100% employer match about $141,854 at 4% or $94,569 at 6%.
The Hartley Trusts 401K Profit Sharing Plan-3$155,344$34,045$11,348iApproximate average salary by contribution assumption: employee only about $283,708 at 4% or $189,139 at 6%; with 50% employer match about $189,139 at 4% or $126,093 at 6%; with 100% employer match about $141,854 at 4% or $94,569 at 6%.
201613$914,039$35,536$11,845iApproximate average salary by contribution assumption: employee only about $296,133 at 4% or $197,422 at 6%; with 50% employer match about $197,422 at 4% or $131,615 at 6%; with 100% employer match about $148,067 at 4% or $98,711 at 6%.
The Hartley Trusts 401K Profit Sharing Plan-3$914,039$35,536$11,845iApproximate average salary by contribution assumption: employee only about $296,133 at 4% or $197,422 at 6%; with 50% employer match about $197,422 at 4% or $131,615 at 6%; with 100% employer match about $148,067 at 4% or $98,711 at 6%.
201514$815,838$59,516$14,879iApproximate average salary by contribution assumption: employee only about $371,975 at 4% or $247,983 at 6%; with 50% employer match about $247,983 at 4% or $165,322 at 6%; with 100% employer match about $185,988 at 4% or $123,992 at 6%.
The Hartley Trusts 401K Profit Sharing Plan-4$815,838$59,516$14,879iApproximate average salary by contribution assumption: employee only about $371,975 at 4% or $247,983 at 6%; with 50% employer match about $247,983 at 4% or $165,322 at 6%; with 100% employer match about $185,988 at 4% or $123,992 at 6%.
201413$801,244$55,234$18,411iApproximate average salary by contribution assumption: employee only about $460,283 at 4% or $306,856 at 6%; with 50% employer match about $306,856 at 4% or $204,570 at 6%; with 100% employer match about $230,142 at 4% or $153,428 at 6%.
The Hartley Trusts 401K Profit Sharing Plan-3$801,244$55,234$18,411iApproximate average salary by contribution assumption: employee only about $460,283 at 4% or $306,856 at 6%; with 50% employer match about $306,856 at 4% or $204,570 at 6%; with 100% employer match about $230,142 at 4% or $153,428 at 6%.
201313$737,710$63,179$21,060iApproximate average salary by contribution assumption: employee only about $526,492 at 4% or $350,994 at 6%; with 50% employer match about $350,994 at 4% or $233,996 at 6%; with 100% employer match about $263,246 at 4% or $175,497 at 6%.
The Hartley Trusts 401K Profit Sharing Plan-3$737,710$63,179$21,060iApproximate average salary by contribution assumption: employee only about $526,492 at 4% or $350,994 at 6%; with 50% employer match about $350,994 at 4% or $233,996 at 6%; with 100% employer match about $263,246 at 4% or $175,497 at 6%.
201213$584,801$54,204$18,068iApproximate average salary by contribution assumption: employee only about $451,700 at 4% or $301,133 at 6%; with 50% employer match about $301,133 at 4% or $200,756 at 6%; with 100% employer match about $225,850 at 4% or $150,567 at 6%.
The Hartley Trusts 401K Profit Sharing Plan-3$584,801$54,204$18,068iApproximate average salary by contribution assumption: employee only about $451,700 at 4% or $301,133 at 6%; with 50% employer match about $301,133 at 4% or $200,756 at 6%; with 100% employer match about $225,850 at 4% or $150,567 at 6%.
201113$478,603$53,403$17,801iApproximate average salary by contribution assumption: employee only about $445,025 at 4% or $296,683 at 6%; with 50% employer match about $296,683 at 4% or $197,789 at 6%; with 100% employer match about $222,513 at 4% or $148,342 at 6%.
The Hartley Trusts 401K Profit Sharing Plan-3$478,603$53,403$17,801iApproximate average salary by contribution assumption: employee only about $445,025 at 4% or $296,683 at 6%; with 50% employer match about $296,683 at 4% or $197,789 at 6%; with 100% employer match about $222,513 at 4% or $148,342 at 6%.
201013$580,761$53,196$17,732iApproximate average salary by contribution assumption: employee only about $443,300 at 4% or $295,533 at 6%; with 50% employer match about $295,533 at 4% or $197,022 at 6%; with 100% employer match about $221,650 at 4% or $147,767 at 6%.
The Hartley Trusts 401K Profit Sharing Plan-3$580,761$53,196$17,732iApproximate average salary by contribution assumption: employee only about $443,300 at 4% or $295,533 at 6%; with 50% employer match about $295,533 at 4% or $197,022 at 6%; with 100% employer match about $221,650 at 4% or $147,767 at 6%.
200913$470,328$52,931$17,644iApproximate average salary by contribution assumption: employee only about $441,092 at 4% or $294,061 at 6%; with 50% employer match about $294,061 at 4% or $196,041 at 6%; with 100% employer match about $220,546 at 4% or $147,031 at 6%.
The Hartley Trusts 401K Profit Sharing Plan-3$470,328$52,931$17,644iApproximate average salary by contribution assumption: employee only about $441,092 at 4% or $294,061 at 6%; with 50% employer match about $294,061 at 4% or $196,041 at 6%; with 100% employer match about $220,546 at 4% or $147,031 at 6%.
200813$449,375$51,189$17,063iApproximate average salary by contribution assumption: employee only about $426,575 at 4% or $284,383 at 6%; with 50% employer match about $284,383 at 4% or $189,589 at 6%; with 100% employer match about $213,288 at 4% or $142,192 at 6%.
The Hartley Trusts 401K Profit Sharing Plan-3$449,375$51,189$17,063iApproximate average salary by contribution assumption: employee only about $426,575 at 4% or $284,383 at 6%; with 50% employer match about $284,383 at 4% or $189,589 at 6%; with 100% employer match about $213,288 at 4% or $142,192 at 6%.
200713$524,163$50,821$16,940iApproximate average salary by contribution assumption: employee only about $423,508 at 4% or $282,339 at 6%; with 50% employer match about $282,339 at 4% or $188,226 at 6%; with 100% employer match about $211,754 at 4% or $141,169 at 6%.
The Hartley Trusts 401K Profit Sharing Plan-3$524,163$50,821$16,940iApproximate average salary by contribution assumption: employee only about $423,508 at 4% or $282,339 at 6%; with 50% employer match about $282,339 at 4% or $188,226 at 6%; with 100% employer match about $211,754 at 4% or $141,169 at 6%.
200613$426,819$41,175$13,725iApproximate average salary by contribution assumption: employee only about $343,125 at 4% or $228,750 at 6%; with 50% employer match about $228,750 at 4% or $152,500 at 6%; with 100% employer match about $171,563 at 4% or $114,375 at 6%.
The Hartley Trusts 401K Profit Sharing Plan-3$426,819$41,175$13,725iApproximate average salary by contribution assumption: employee only about $343,125 at 4% or $228,750 at 6%; with 50% employer match about $228,750 at 4% or $152,500 at 6%; with 100% employer match about $171,563 at 4% or $114,375 at 6%.
200513$338,206$29,973$9,991iApproximate average salary by contribution assumption: employee only about $249,775 at 4% or $166,517 at 6%; with 50% employer match about $166,517 at 4% or $111,011 at 6%; with 100% employer match about $124,888 at 4% or $83,258 at 6%.
The Hartley Trusts 401K Profit Sharing Plan-3$338,206$29,973$9,991iApproximate average salary by contribution assumption: employee only about $249,775 at 4% or $166,517 at 6%; with 50% employer match about $166,517 at 4% or $111,011 at 6%; with 100% employer match about $124,888 at 4% or $83,258 at 6%.
200413$336,837$54,401$18,134iApproximate average salary by contribution assumption: employee only about $453,342 at 4% or $302,228 at 6%; with 50% employer match about $302,228 at 4% or $201,485 at 6%; with 100% employer match about $226,671 at 4% or $151,114 at 6%.
The Hartley Trusts 401K Profit Sharing Plan-3$336,837$54,401$18,134iApproximate average salary by contribution assumption: employee only about $453,342 at 4% or $302,228 at 6%; with 50% employer match about $302,228 at 4% or $201,485 at 6%; with 100% employer match about $226,671 at 4% or $151,114 at 6%.
200313$255,591$33,900$11,300iApproximate average salary by contribution assumption: employee only about $282,500 at 4% or $188,333 at 6%; with 50% employer match about $188,333 at 4% or $125,556 at 6%; with 100% employer match about $141,250 at 4% or $94,167 at 6%.
The Hartley Trusts 401K Profit Sharing Plan-3$255,591$33,900$11,300iApproximate average salary by contribution assumption: employee only about $282,500 at 4% or $188,333 at 6%; with 50% employer match about $188,333 at 4% or $125,556 at 6%; with 100% employer match about $141,250 at 4% or $94,167 at 6%.
200213$174,893$122,010$40,670iApproximate average salary by contribution assumption: employee only about $1,016,750 at 4% or $677,833 at 6%; with 50% employer match about $677,833 at 4% or $451,889 at 6%; with 100% employer match about $508,375 at 4% or $338,917 at 6%.
The Hartley Trusts 401K Profit Sharing Plan-3$174,893$122,010$40,670iApproximate average salary by contribution assumption: employee only about $1,016,750 at 4% or $677,833 at 6%; with 50% employer match about $677,833 at 4% or $451,889 at 6%; with 100% employer match about $508,375 at 4% or $338,917 at 6%.
200123$100,594$25,492$8,497iApproximate average salary by contribution assumption: employee only about $212,433 at 4% or $141,622 at 6%; with 50% employer match about $141,622 at 4% or $94,415 at 6%; with 100% employer match about $106,217 at 4% or $70,811 at 6%.
The Hartley Trusts 401K Profit Sharing Plan-3$87,703$20,226$6,742iApproximate average salary by contribution assumption: employee only about $168,550 at 4% or $112,367 at 6%; with 50% employer match about $112,367 at 4% or $74,911 at 6%; with 100% employer match about $84,275 at 4% or $56,183 at 6%.
The Hartley Office Money Purchase Pension Plan-3$12,891$5,266$1,755iApproximate average salary by contribution assumption: employee only about $43,883 at 4% or $29,256 at 6%; with 50% employer match about $29,256 at 4% or $19,504 at 6%; with 100% employer match about $21,942 at 4% or $14,628 at 6%.
200023$96,474$25,758$8,586iApproximate average salary by contribution assumption: employee only about $214,650 at 4% or $143,100 at 6%; with 50% employer match about $143,100 at 4% or $95,400 at 6%; with 100% employer match about $107,325 at 4% or $71,550 at 6%.
The Hartley Trusts 401K Profit Sharing Plan-3$86,308$20,258$6,753iApproximate average salary by contribution assumption: employee only about $168,817 at 4% or $112,544 at 6%; with 50% employer match about $112,544 at 4% or $75,030 at 6%; with 100% employer match about $84,408 at 4% or $56,272 at 6%.
The Hartley Office Money Purchase Pension Plan-3$10,166$5,500$1,833iApproximate average salary by contribution assumption: employee only about $45,833 at 4% or $30,556 at 6%; with 50% employer match about $30,556 at 4% or $20,370 at 6%; with 100% employer match about $22,917 at 4% or $15,278 at 6%.
199923$144,582$24,727$8,242iApproximate average salary by contribution assumption: employee only about $206,058 at 4% or $137,372 at 6%; with 50% employer match about $137,372 at 4% or $91,581 at 6%; with 100% employer match about $103,029 at 4% or $68,686 at 6%.
The Hartley Trusts 401K Profit Sharing Plan-3$139,294$19,434$6,478iApproximate average salary by contribution assumption: employee only about $161,950 at 4% or $107,967 at 6%; with 50% employer match about $107,967 at 4% or $71,978 at 6%; with 100% employer match about $80,975 at 4% or $53,983 at 6%.
The Hartley Office Money Purchase Pension Plan-3$5,288$5,293$1,764iApproximate average salary by contribution assumption: employee only about $44,108 at 4% or $29,406 at 6%; with 50% employer match about $29,406 at 4% or $19,604 at 6%; with 100% employer match about $22,054 at 4% or $14,703 at 6%.