Civic Intelligence

H. Raymond Terpstra II

Plan context: Terpstra 401(K) Plan

EIN 42-1323410 • Marion, IA • 17 filings • 2 plans

800 11th StMarion, IA 52302
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,521,861

2024 Contributions

$24,362

Historical Graphs

Total Assets Over Time

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

$1,583,852$791,926$0200820162023YearValue
$1,521,861Latest year 2023

Participants Over Time

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

320200820162023YearValue
2Latest 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
202410$0$0-
Terpstra 401(K) Plan-0$0--
202312$1,521,861$24,362$12,181iApproximate average salary by contribution assumption: employee only about $304,525 at 4% or $203,017 at 6%; with 50% employer match about $203,017 at 4% or $135,344 at 6%; with 100% employer match about $152,263 at 4% or $101,508 at 6%.
Terpstra 401(K) Plan-2$1,521,861$24,362$12,181iApproximate average salary by contribution assumption: employee only about $304,525 at 4% or $203,017 at 6%; with 50% employer match about $203,017 at 4% or $135,344 at 6%; with 100% employer match about $152,263 at 4% or $101,508 at 6%.
202212$1,323,554$29,659$14,830iApproximate average salary by contribution assumption: employee only about $370,738 at 4% or $247,158 at 6%; with 50% employer match about $247,158 at 4% or $164,772 at 6%; with 100% employer match about $185,369 at 4% or $123,579 at 6%.
Terpstra 401(K) Plan-2$1,323,554$29,659$14,830iApproximate average salary by contribution assumption: employee only about $370,738 at 4% or $247,158 at 6%; with 50% employer match about $247,158 at 4% or $164,772 at 6%; with 100% employer match about $185,369 at 4% or $123,579 at 6%.
202111$1,583,852$28,313$28,313iApproximate average salary by contribution assumption: employee only about $707,825 at 4% or $471,883 at 6%; with 50% employer match about $471,883 at 4% or $314,589 at 6%; with 100% employer match about $353,913 at 4% or $235,942 at 6%.
Terpstra 401(K) Plan-1$1,583,852$28,313$28,313iApproximate average salary by contribution assumption: employee only about $707,825 at 4% or $471,883 at 6%; with 50% employer match about $471,883 at 4% or $314,589 at 6%; with 100% employer match about $353,913 at 4% or $235,942 at 6%.
202013$1,370,029$2,901$967iApproximate average salary by contribution assumption: employee only about $24,175 at 4% or $16,117 at 6%; with 50% employer match about $16,117 at 4% or $10,744 at 6%; with 100% employer match about $12,088 at 4% or $8,058 at 6%.
Terpstra 401(K) Plan-3$1,370,029$2,901$967iApproximate average salary by contribution assumption: employee only about $24,175 at 4% or $16,117 at 6%; with 50% employer match about $16,117 at 4% or $10,744 at 6%; with 100% employer match about $12,088 at 4% or $8,058 at 6%.
201912$1,264,692$31,784$15,892iApproximate average salary by contribution assumption: employee only about $397,300 at 4% or $264,867 at 6%; with 50% employer match about $264,867 at 4% or $176,578 at 6%; with 100% employer match about $198,650 at 4% or $132,433 at 6%.
Terpstra 401(K) Plan-2$1,264,692$31,784$15,892iApproximate average salary by contribution assumption: employee only about $397,300 at 4% or $264,867 at 6%; with 50% employer match about $264,867 at 4% or $176,578 at 6%; with 100% employer match about $198,650 at 4% or $132,433 at 6%.
201813$1,020,806$68,665$22,888iApproximate average salary by contribution assumption: employee only about $572,208 at 4% or $381,472 at 6%; with 50% employer match about $381,472 at 4% or $254,315 at 6%; with 100% employer match about $286,104 at 4% or $190,736 at 6%.
Terpstra 401(K) Plan-3$1,020,806$68,665$22,888iApproximate average salary by contribution assumption: employee only about $572,208 at 4% or $381,472 at 6%; with 50% employer match about $381,472 at 4% or $254,315 at 6%; with 100% employer match about $286,104 at 4% or $190,736 at 6%.
201713$1,062,100$70,623$23,541iApproximate average salary by contribution assumption: employee only about $588,525 at 4% or $392,350 at 6%; with 50% employer match about $392,350 at 4% or $261,567 at 6%; with 100% employer match about $294,263 at 4% or $196,175 at 6%.
Terpstra 401(K) Plan-3$1,062,100$70,623$23,541iApproximate average salary by contribution assumption: employee only about $588,525 at 4% or $392,350 at 6%; with 50% employer match about $392,350 at 4% or $261,567 at 6%; with 100% employer match about $294,263 at 4% or $196,175 at 6%.
201613$844,790$31,810$10,603iApproximate average salary by contribution assumption: employee only about $265,083 at 4% or $176,722 at 6%; with 50% employer match about $176,722 at 4% or $117,815 at 6%; with 100% employer match about $132,542 at 4% or $88,361 at 6%.
Terpstra 401(K) Plan-3$844,790$31,810$10,603iApproximate average salary by contribution assumption: employee only about $265,083 at 4% or $176,722 at 6%; with 50% employer match about $176,722 at 4% or $117,815 at 6%; with 100% employer match about $132,542 at 4% or $88,361 at 6%.
201513$762,601$68,016$22,672iApproximate average salary by contribution assumption: employee only about $566,800 at 4% or $377,867 at 6%; with 50% employer match about $377,867 at 4% or $251,911 at 6%; with 100% employer match about $283,400 at 4% or $188,933 at 6%.
Terpstra 401(K) Plan-3$762,601$68,016$22,672iApproximate average salary by contribution assumption: employee only about $566,800 at 4% or $377,867 at 6%; with 50% employer match about $377,867 at 4% or $251,911 at 6%; with 100% employer match about $283,400 at 4% or $188,933 at 6%.
201413$698,679$66,750$22,250iApproximate average salary by contribution assumption: employee only about $556,250 at 4% or $370,833 at 6%; with 50% employer match about $370,833 at 4% or $247,222 at 6%; with 100% employer match about $278,125 at 4% or $185,417 at 6%.
Terpstra 401(K) Plan-3$698,679$66,750$22,250iApproximate average salary by contribution assumption: employee only about $556,250 at 4% or $370,833 at 6%; with 50% employer match about $370,833 at 4% or $247,222 at 6%; with 100% employer match about $278,125 at 4% or $185,417 at 6%.
201313$600,784$64,433$21,478iApproximate average salary by contribution assumption: employee only about $536,942 at 4% or $357,961 at 6%; with 50% employer match about $357,961 at 4% or $238,641 at 6%; with 100% employer match about $268,471 at 4% or $178,981 at 6%.
Terpstra 401(K) Plan-3$600,784$64,433$21,478iApproximate average salary by contribution assumption: employee only about $536,942 at 4% or $357,961 at 6%; with 50% employer match about $357,961 at 4% or $238,641 at 6%; with 100% employer match about $268,471 at 4% or $178,981 at 6%.
201212$445,004$59,696$29,848iApproximate average salary by contribution assumption: employee only about $746,200 at 4% or $497,467 at 6%; with 50% employer match about $497,467 at 4% or $331,644 at 6%; with 100% employer match about $373,100 at 4% or $248,733 at 6%.
Terpstra 401(K) Plan-2$445,004$59,696$29,848iApproximate average salary by contribution assumption: employee only about $746,200 at 4% or $497,467 at 6%; with 50% employer match about $497,467 at 4% or $331,644 at 6%; with 100% employer match about $373,100 at 4% or $248,733 at 6%.
201113$368,966$64,600$21,533iApproximate average salary by contribution assumption: employee only about $538,333 at 4% or $358,889 at 6%; with 50% employer match about $358,889 at 4% or $239,259 at 6%; with 100% employer match about $269,167 at 4% or $179,444 at 6%.
Terpstra 401(K) Plan-3$368,966$64,600$21,533iApproximate average salary by contribution assumption: employee only about $538,333 at 4% or $358,889 at 6%; with 50% employer match about $358,889 at 4% or $239,259 at 6%; with 100% employer match about $269,167 at 4% or $179,444 at 6%.
201013$318,541$64,862$21,621iApproximate average salary by contribution assumption: employee only about $540,517 at 4% or $360,344 at 6%; with 50% employer match about $360,344 at 4% or $240,230 at 6%; with 100% employer match about $270,258 at 4% or $180,172 at 6%.
Terpstra 401(K) Plan-3$318,541$64,862$21,621iApproximate average salary by contribution assumption: employee only about $540,517 at 4% or $360,344 at 6%; with 50% employer match about $360,344 at 4% or $240,230 at 6%; with 100% employer match about $270,258 at 4% or $180,172 at 6%.
200913$220,649$65,079$21,693iApproximate average salary by contribution assumption: employee only about $542,325 at 4% or $361,550 at 6%; with 50% employer match about $361,550 at 4% or $241,033 at 6%; with 100% employer match about $271,163 at 4% or $180,775 at 6%.
Terpstra 401(K) Plan-3$220,649$65,079$21,693iApproximate average salary by contribution assumption: employee only about $542,325 at 4% or $361,550 at 6%; with 50% employer match about $361,550 at 4% or $241,033 at 6%; with 100% employer match about $271,163 at 4% or $180,775 at 6%.
200813$121,282$59,064$19,688iApproximate average salary by contribution assumption: employee only about $492,200 at 4% or $328,133 at 6%; with 50% employer match about $328,133 at 4% or $218,756 at 6%; with 100% employer match about $246,100 at 4% or $164,067 at 6%.
Terpstra 401(K) Plan-3$121,282$59,064$19,688iApproximate average salary by contribution assumption: employee only about $492,200 at 4% or $328,133 at 6%; with 50% employer match about $328,133 at 4% or $218,756 at 6%; with 100% employer match about $246,100 at 4% or $164,067 at 6%.