Civic Intelligence

Patton Hoversten & Berg, P.A.

Plan context: Phb 401(K) Plan

EIN 41-1254597 • Waseca, MN • 19 filings • 2 plans

215 Elm Avenue EastWaseca, MN 56093-0249
Current Snapshot

Latest Year

2025

2025 Participants

35

2025 Assets

$2,166,940

2025 Contributions

$181,519

Historical Graphs

Total Assets Over Time

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

$2,166,940$1,083,470$0200620172025YearValue
$2,166,940Latest year 2025

Participants Over Time

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

35180200620162025YearValue
35Latest 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
2025135$2,166,940$181,519$5,186iApproximate average salary by contribution assumption: employee only about $129,656 at 4% or $86,438 at 6%; with 50% employer match about $86,438 at 4% or $57,625 at 6%; with 100% employer match about $64,828 at 4% or $43,219 at 6%.
Phb 401(K) Plan-35$2,166,940$181,519$5,186iApproximate average salary by contribution assumption: employee only about $129,656 at 4% or $86,438 at 6%; with 50% employer match about $86,438 at 4% or $57,625 at 6%; with 100% employer match about $64,828 at 4% or $43,219 at 6%.
2024134$1,847,017$110,354$3,246iApproximate average salary by contribution assumption: employee only about $81,143 at 4% or $54,095 at 6%; with 50% employer match about $54,095 at 4% or $36,063 at 6%; with 100% employer match about $40,571 at 4% or $27,048 at 6%.
Phb 401(K) Plan-34$1,847,017$110,354$3,246iApproximate average salary by contribution assumption: employee only about $81,143 at 4% or $54,095 at 6%; with 50% employer match about $54,095 at 4% or $36,063 at 6%; with 100% employer match about $40,571 at 4% or $27,048 at 6%.
2023128$1,660,444$112,104$4,004iApproximate average salary by contribution assumption: employee only about $100,093 at 4% or $66,729 at 6%; with 50% employer match about $66,729 at 4% or $44,486 at 6%; with 100% employer match about $50,046 at 4% or $33,364 at 6%.
Phb 401(K) Plan-28$1,660,444$112,104$4,004iApproximate average salary by contribution assumption: employee only about $100,093 at 4% or $66,729 at 6%; with 50% employer match about $66,729 at 4% or $44,486 at 6%; with 100% employer match about $50,046 at 4% or $33,364 at 6%.
2022124$1,616,403$98,049$4,085iApproximate average salary by contribution assumption: employee only about $102,134 at 4% or $68,090 at 6%; with 50% employer match about $68,090 at 4% or $45,393 at 6%; with 100% employer match about $51,067 at 4% or $34,045 at 6%.
Phb 401(K) Plan-24$1,616,403$98,049$4,085iApproximate average salary by contribution assumption: employee only about $102,134 at 4% or $68,090 at 6%; with 50% employer match about $68,090 at 4% or $45,393 at 6%; with 100% employer match about $51,067 at 4% or $34,045 at 6%.
2021130$1,944,505$95,808$3,194iApproximate average salary by contribution assumption: employee only about $79,840 at 4% or $53,227 at 6%; with 50% employer match about $53,227 at 4% or $35,484 at 6%; with 100% employer match about $39,920 at 4% or $26,613 at 6%.
Phb 401(K) Plan-30$1,944,505$95,808$3,194iApproximate average salary by contribution assumption: employee only about $79,840 at 4% or $53,227 at 6%; with 50% employer match about $53,227 at 4% or $35,484 at 6%; with 100% employer match about $39,920 at 4% or $26,613 at 6%.
2020129$1,822,079$96,576$3,330iApproximate average salary by contribution assumption: employee only about $83,255 at 4% or $55,503 at 6%; with 50% employer match about $55,503 at 4% or $37,002 at 6%; with 100% employer match about $41,628 at 4% or $27,752 at 6%.
Phb 401(K) Plan-29$1,822,079$96,576$3,330iApproximate average salary by contribution assumption: employee only about $83,255 at 4% or $55,503 at 6%; with 50% employer match about $55,503 at 4% or $37,002 at 6%; with 100% employer match about $41,628 at 4% or $27,752 at 6%.
2019123$1,564,305$95,475$4,151iApproximate average salary by contribution assumption: employee only about $103,777 at 4% or $69,185 at 6%; with 50% employer match about $69,185 at 4% or $46,123 at 6%; with 100% employer match about $51,889 at 4% or $34,592 at 6%.
Phb 401(K) Plan-23$1,564,305$95,475$4,151iApproximate average salary by contribution assumption: employee only about $103,777 at 4% or $69,185 at 6%; with 50% employer match about $69,185 at 4% or $46,123 at 6%; with 100% employer match about $51,889 at 4% or $34,592 at 6%.
2018125$1,301,785$101,046$4,042iApproximate average salary by contribution assumption: employee only about $101,046 at 4% or $67,364 at 6%; with 50% employer match about $67,364 at 4% or $44,909 at 6%; with 100% employer match about $50,523 at 4% or $33,682 at 6%.
Phb 401(K) Plan-25$1,301,785$101,046$4,042iApproximate average salary by contribution assumption: employee only about $101,046 at 4% or $67,364 at 6%; with 50% employer match about $67,364 at 4% or $44,909 at 6%; with 100% employer match about $50,523 at 4% or $33,682 at 6%.
2017127$1,474,997$106,648$3,950iApproximate average salary by contribution assumption: employee only about $98,748 at 4% or $65,832 at 6%; with 50% employer match about $65,832 at 4% or $43,888 at 6%; with 100% employer match about $49,374 at 4% or $32,916 at 6%.
Phb 401(K) Plan-27$1,474,997$106,648$3,950iApproximate average salary by contribution assumption: employee only about $98,748 at 4% or $65,832 at 6%; with 50% employer match about $65,832 at 4% or $43,888 at 6%; with 100% employer match about $49,374 at 4% or $32,916 at 6%.
2016126$1,188,146$113,982$4,384iApproximate average salary by contribution assumption: employee only about $109,598 at 4% or $73,065 at 6%; with 50% employer match about $73,065 at 4% or $48,710 at 6%; with 100% employer match about $54,799 at 4% or $36,533 at 6%.
Phb 401(K) Plan-26$1,188,146$113,982$4,384iApproximate average salary by contribution assumption: employee only about $109,598 at 4% or $73,065 at 6%; with 50% employer match about $73,065 at 4% or $48,710 at 6%; with 100% employer match about $54,799 at 4% or $36,533 at 6%.
2015131$1,030,296$118,946$3,837iApproximate average salary by contribution assumption: employee only about $95,924 at 4% or $63,949 at 6%; with 50% employer match about $63,949 at 4% or $42,633 at 6%; with 100% employer match about $47,962 at 4% or $31,975 at 6%.
Phb 401(K) Plan-31$1,030,296$118,946$3,837iApproximate average salary by contribution assumption: employee only about $95,924 at 4% or $63,949 at 6%; with 50% employer match about $63,949 at 4% or $42,633 at 6%; with 100% employer match about $47,962 at 4% or $31,975 at 6%.
2014129$933,276$111,099$3,831iApproximate average salary by contribution assumption: employee only about $95,775 at 4% or $63,850 at 6%; with 50% employer match about $63,850 at 4% or $42,567 at 6%; with 100% employer match about $47,888 at 4% or $31,925 at 6%.
Phb 401(K) Plan-29$933,276$111,099$3,831iApproximate average salary by contribution assumption: employee only about $95,775 at 4% or $63,850 at 6%; with 50% employer match about $63,850 at 4% or $42,567 at 6%; with 100% employer match about $47,888 at 4% or $31,925 at 6%.
2013127$835,838$110,475$4,092iApproximate average salary by contribution assumption: employee only about $102,292 at 4% or $68,194 at 6%; with 50% employer match about $68,194 at 4% or $45,463 at 6%; with 100% employer match about $51,146 at 4% or $34,097 at 6%.
Phb 401(K) Plan-27$835,838$110,475$4,092iApproximate average salary by contribution assumption: employee only about $102,292 at 4% or $68,194 at 6%; with 50% employer match about $68,194 at 4% or $45,463 at 6%; with 100% employer match about $51,146 at 4% or $34,097 at 6%.
2012125$590,716$114,402$4,576iApproximate average salary by contribution assumption: employee only about $114,402 at 4% or $76,268 at 6%; with 50% employer match about $76,268 at 4% or $50,845 at 6%; with 100% employer match about $57,201 at 4% or $38,134 at 6%.
Phb 401(K) Plan-25$590,716$114,402$4,576iApproximate average salary by contribution assumption: employee only about $114,402 at 4% or $76,268 at 6%; with 50% employer match about $76,268 at 4% or $50,845 at 6%; with 100% employer match about $57,201 at 4% or $38,134 at 6%.
2010124$394,239$95,226$3,968iApproximate average salary by contribution assumption: employee only about $99,194 at 4% or $66,129 at 6%; with 50% employer match about $66,129 at 4% or $44,086 at 6%; with 100% employer match about $49,597 at 4% or $33,065 at 6%.
Phb 401(K) Plan-24$394,239$95,226$3,968iApproximate average salary by contribution assumption: employee only about $99,194 at 4% or $66,129 at 6%; with 50% employer match about $66,129 at 4% or $44,086 at 6%; with 100% employer match about $49,597 at 4% or $33,065 at 6%.
2009123$268,433$92,925$4,040iApproximate average salary by contribution assumption: employee only about $101,005 at 4% or $67,337 at 6%; with 50% employer match about $67,337 at 4% or $44,891 at 6%; with 100% employer match about $50,503 at 4% or $33,668 at 6%.
Phb 401(K) Plan-23$268,433$92,925$4,040iApproximate average salary by contribution assumption: employee only about $101,005 at 4% or $67,337 at 6%; with 50% employer match about $67,337 at 4% or $44,891 at 6%; with 100% employer match about $50,503 at 4% or $33,668 at 6%.
2008121$139,873$77,855$3,707iApproximate average salary by contribution assumption: employee only about $92,685 at 4% or $61,790 at 6%; with 50% employer match about $61,790 at 4% or $41,193 at 6%; with 100% employer match about $46,342 at 4% or $30,895 at 6%.
Phb 401(K) Plan-21$139,873$77,855$3,707iApproximate average salary by contribution assumption: employee only about $92,685 at 4% or $61,790 at 6%; with 50% employer match about $61,790 at 4% or $41,193 at 6%; with 100% employer match about $46,342 at 4% or $30,895 at 6%.
2007117$0$0-
Phb 401(K) Plan-17---
2006119$39,986$39,990$2,105iApproximate average salary by contribution assumption: employee only about $52,618 at 4% or $35,079 at 6%; with 50% employer match about $35,079 at 4% or $23,386 at 6%; with 100% employer match about $26,309 at 4% or $17,539 at 6%.
Phb 401(K) Plan-19$39,986$39,990$2,105iApproximate average salary by contribution assumption: employee only about $52,618 at 4% or $35,079 at 6%; with 50% employer match about $35,079 at 4% or $23,386 at 6%; with 100% employer match about $26,309 at 4% or $17,539 at 6%.