Civic Intelligence

Paul a. Halvorson Inc.

Plan context: Paul a. Halvorson Inc.DBA Halvorson Trane Service 401K Profit Sharing Plan

EIN 42-1340262 • Clive, IA • 20 filings • 5 plans

2220 NW 108th St.Clive, IA 50325
Current Snapshot

Latest Year

2018

2018 Participants

71

2018 Assets

$9,672,151

2018 Contributions

$12,203

Historical Graphs

Total Assets Over Time

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

$9,672,151$4,836,076$0199920082017YearValue
$9,672,151Latest year 2017

Participants Over Time

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

71360199920082017YearValue
71Latest year 2017

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
201810$0$12,203-
Paul a. Halvorson Inc.DBA Halvorson Trane Service 401K Profit Sharing Plan-0$0$12,203-
2017171$9,672,151$864,255$12,173iApproximate average salary by contribution assumption: employee only about $304,315 at 4% or $202,877 at 6%; with 50% employer match about $202,877 at 4% or $135,251 at 6%; with 100% employer match about $152,158 at 4% or $101,438 at 6%.
Paul a. Halvorson Inc.DBA Halvorson Trane Service 401K Profit Sharing Plan-71$9,672,151$864,255$12,173iApproximate average salary by contribution assumption: employee only about $304,315 at 4% or $202,877 at 6%; with 50% employer match about $202,877 at 4% or $135,251 at 6%; with 100% employer match about $152,158 at 4% or $101,438 at 6%.
2016171$8,435,716$824,984$11,619iApproximate average salary by contribution assumption: employee only about $290,487 at 4% or $193,658 at 6%; with 50% employer match about $193,658 at 4% or $129,105 at 6%; with 100% employer match about $145,244 at 4% or $96,829 at 6%.
Paul a. Halvorson Inc.DBA Halvorson Trane Service 401K Profit Sharing Plan-71$8,435,716$824,984$11,619iApproximate average salary by contribution assumption: employee only about $290,487 at 4% or $193,658 at 6%; with 50% employer match about $193,658 at 4% or $129,105 at 6%; with 100% employer match about $145,244 at 4% or $96,829 at 6%.
2015170$7,171,251$897,805$12,826iApproximate average salary by contribution assumption: employee only about $320,645 at 4% or $213,763 at 6%; with 50% employer match about $213,763 at 4% or $142,509 at 6%; with 100% employer match about $160,322 at 4% or $106,882 at 6%.
Paul a. Halvorson Inc.DBA Halvorson Trane Service 401K Profit Sharing Plan-70$7,171,251$897,805$12,826iApproximate average salary by contribution assumption: employee only about $320,645 at 4% or $213,763 at 6%; with 50% employer match about $213,763 at 4% or $142,509 at 6%; with 100% employer match about $160,322 at 4% or $106,882 at 6%.
2014170$6,779,058$731,557$10,451iApproximate average salary by contribution assumption: employee only about $261,270 at 4% or $174,180 at 6%; with 50% employer match about $174,180 at 4% or $116,120 at 6%; with 100% employer match about $130,635 at 4% or $87,090 at 6%.
Paul a. Halvorson Inc.DBA Halvorson Trane Service 401K Profit Sharing Plan-70$6,779,058$731,557$10,451iApproximate average salary by contribution assumption: employee only about $261,270 at 4% or $174,180 at 6%; with 50% employer match about $174,180 at 4% or $116,120 at 6%; with 100% employer match about $130,635 at 4% or $87,090 at 6%.
2013160$6,276,411$662,278$11,038iApproximate average salary by contribution assumption: employee only about $275,949 at 4% or $183,966 at 6%; with 50% employer match about $183,966 at 4% or $122,644 at 6%; with 100% employer match about $137,975 at 4% or $91,983 at 6%.
Paul a. Halvorson Inc.DBA Halvorson Trane Service 401K Profit Sharing Plan-60$6,276,411$662,278$11,038iApproximate average salary by contribution assumption: employee only about $275,949 at 4% or $183,966 at 6%; with 50% employer match about $183,966 at 4% or $122,644 at 6%; with 100% employer match about $137,975 at 4% or $91,983 at 6%.
2012157$4,943,416$607,613$10,660iApproximate average salary by contribution assumption: employee only about $266,497 at 4% or $177,665 at 6%; with 50% employer match about $177,665 at 4% or $118,443 at 6%; with 100% employer match about $133,248 at 4% or $88,832 at 6%.
Paul a. Halvorson Inc.DBA Halvorson Trane Service 401K Profit Sharing Plan-57$4,943,416$607,613$10,660iApproximate average salary by contribution assumption: employee only about $266,497 at 4% or $177,665 at 6%; with 50% employer match about $177,665 at 4% or $118,443 at 6%; with 100% employer match about $133,248 at 4% or $88,832 at 6%.
2011157$3,993,189$627,134$11,002iApproximate average salary by contribution assumption: employee only about $275,059 at 4% or $183,373 at 6%; with 50% employer match about $183,373 at 4% or $122,248 at 6%; with 100% employer match about $137,529 at 4% or $91,686 at 6%.
Paul a. Halvorson Inc.DBA Halvorson Trane Service 401K Profit Sharing Plan-57$3,993,189$627,134$11,002iApproximate average salary by contribution assumption: employee only about $275,059 at 4% or $183,373 at 6%; with 50% employer match about $183,373 at 4% or $122,248 at 6%; with 100% employer match about $137,529 at 4% or $91,686 at 6%.
2010147$3,953,269$433,298$9,219iApproximate average salary by contribution assumption: employee only about $230,478 at 4% or $153,652 at 6%; with 50% employer match about $153,652 at 4% or $102,435 at 6%; with 100% employer match about $115,239 at 4% or $76,826 at 6%.
Paul a. Halvorson Inc.DBA Halvorson Trane Service 401K Profit Sharing Plan-47$3,953,269$433,298$9,219iApproximate average salary by contribution assumption: employee only about $230,478 at 4% or $153,652 at 6%; with 50% employer match about $153,652 at 4% or $102,435 at 6%; with 100% employer match about $115,239 at 4% or $76,826 at 6%.
2009146$3,176,234$423,931$9,216iApproximate average salary by contribution assumption: employee only about $230,397 at 4% or $153,598 at 6%; with 50% employer match about $153,598 at 4% or $102,399 at 6%; with 100% employer match about $115,199 at 4% or $76,799 at 6%.
Paul a. Halvorson Inc.DBA Halvorson Trane Service 401K Profit Sharing Plan-46$3,176,234$423,931$9,216iApproximate average salary by contribution assumption: employee only about $230,397 at 4% or $153,598 at 6%; with 50% employer match about $153,598 at 4% or $102,399 at 6%; with 100% employer match about $115,199 at 4% or $76,799 at 6%.
2008146$2,237,037$378,349$8,225iApproximate average salary by contribution assumption: employee only about $205,624 at 4% or $137,083 at 6%; with 50% employer match about $137,083 at 4% or $91,389 at 6%; with 100% employer match about $102,812 at 4% or $68,541 at 6%.
Paul a. Halvorson Inc.DBA Halvorson Trane Service 401K Profit Sharing Plan-46$2,237,037$378,349$8,225iApproximate average salary by contribution assumption: employee only about $205,624 at 4% or $137,083 at 6%; with 50% employer match about $137,083 at 4% or $91,389 at 6%; with 100% employer match about $102,812 at 4% or $68,541 at 6%.
2007139$3,133,811$327,828$8,406iApproximate average salary by contribution assumption: employee only about $210,146 at 4% or $140,097 at 6%; with 50% employer match about $140,097 at 4% or $93,398 at 6%; with 100% employer match about $105,073 at 4% or $70,049 at 6%.
Paul a. Halvorson Inc.DBA Halvorson Trane Service 401K Profit Sharing Plan-39$3,133,811$327,828$8,406iApproximate average salary by contribution assumption: employee only about $210,146 at 4% or $140,097 at 6%; with 50% employer match about $140,097 at 4% or $93,398 at 6%; with 100% employer match about $105,073 at 4% or $70,049 at 6%.
2006139$2,577,761$331,946$8,511iApproximate average salary by contribution assumption: employee only about $212,786 at 4% or $141,857 at 6%; with 50% employer match about $141,857 at 4% or $94,572 at 6%; with 100% employer match about $106,393 at 4% or $70,929 at 6%.
Paul a. Halvorson Inc.DBA Halvorson Trane Service 401K Profit Sharing Plan-39$2,577,761$331,946$8,511iApproximate average salary by contribution assumption: employee only about $212,786 at 4% or $141,857 at 6%; with 50% employer match about $141,857 at 4% or $94,572 at 6%; with 100% employer match about $106,393 at 4% or $70,929 at 6%.
2005137$1,937,199$264,368$7,145iApproximate average salary by contribution assumption: employee only about $178,627 at 4% or $119,085 at 6%; with 50% employer match about $119,085 at 4% or $79,390 at 6%; with 100% employer match about $89,314 at 4% or $59,542 at 6%.
Paul a. Halvorson Inc.DBA Halvorson Trane Service 401K Profit Sharing Plan-37$1,937,199$264,368$7,145iApproximate average salary by contribution assumption: employee only about $178,627 at 4% or $119,085 at 6%; with 50% employer match about $119,085 at 4% or $79,390 at 6%; with 100% employer match about $89,314 at 4% or $59,542 at 6%.
2004135$1,539,020$226,052$6,459iApproximate average salary by contribution assumption: employee only about $161,466 at 4% or $107,644 at 6%; with 50% employer match about $107,644 at 4% or $71,763 at 6%; with 100% employer match about $80,733 at 4% or $53,822 at 6%.
Paul a. Halvorson Inc.DBA Halvorson Trane Service 401K Profit Sharing Plan-35$1,539,020$226,052$6,459iApproximate average salary by contribution assumption: employee only about $161,466 at 4% or $107,644 at 6%; with 50% employer match about $107,644 at 4% or $71,763 at 6%; with 100% employer match about $80,733 at 4% or $53,822 at 6%.
2003135$1,143,096$184,183$5,262iApproximate average salary by contribution assumption: employee only about $131,559 at 4% or $87,706 at 6%; with 50% employer match about $87,706 at 4% or $58,471 at 6%; with 100% employer match about $65,780 at 4% or $43,853 at 6%.
Paul a. Halvorson Inc.DBA Halvorson Trane Service 401K Profit Sharing Plan-35$1,143,096$184,183$5,262iApproximate average salary by contribution assumption: employee only about $131,559 at 4% or $87,706 at 6%; with 50% employer match about $87,706 at 4% or $58,471 at 6%; with 100% employer match about $65,780 at 4% or $43,853 at 6%.
2002136$787,889$224,003$6,222iApproximate average salary by contribution assumption: employee only about $155,558 at 4% or $103,705 at 6%; with 50% employer match about $103,705 at 4% or $69,137 at 6%; with 100% employer match about $77,779 at 4% or $51,853 at 6%.
Paul a. Halvorson Inc.DBA Halvorson Trane Service 401K Profit Sharing Plan-36$787,889$224,003$6,222iApproximate average salary by contribution assumption: employee only about $155,558 at 4% or $103,705 at 6%; with 50% employer match about $103,705 at 4% or $69,137 at 6%; with 100% employer match about $77,779 at 4% or $51,853 at 6%.
2001139$779,509$171,883$4,407iApproximate average salary by contribution assumption: employee only about $110,181 at 4% or $73,454 at 6%; with 50% employer match about $73,454 at 4% or $48,970 at 6%; with 100% employer match about $55,091 at 4% or $36,727 at 6%.
Paul a. Halvorson Inc.DBA Halvorson Trane Service 401K Profit Sharing Plan-39$779,509$171,883$4,407iApproximate average salary by contribution assumption: employee only about $110,181 at 4% or $73,454 at 6%; with 50% employer match about $73,454 at 4% or $48,970 at 6%; with 100% employer match about $55,091 at 4% or $36,727 at 6%.
2000136$717,280$200,923$5,581iApproximate average salary by contribution assumption: employee only about $139,530 at 4% or $93,020 at 6%; with 50% employer match about $93,020 at 4% or $62,013 at 6%; with 100% employer match about $69,765 at 4% or $46,510 at 6%.
Paul a. Halvorson Inc.DBA Halvorson Trane Service 401K Profit Sharing Plan-36$717,280$200,923$5,581iApproximate average salary by contribution assumption: employee only about $139,530 at 4% or $93,020 at 6%; with 50% employer match about $93,020 at 4% or $62,013 at 6%; with 100% employer match about $69,765 at 4% or $46,510 at 6%.
1999135$576,914$124,240$3,550iApproximate average salary by contribution assumption: employee only about $88,743 at 4% or $59,162 at 6%; with 50% employer match about $59,162 at 4% or $39,441 at 6%; with 100% employer match about $44,371 at 4% or $29,581 at 6%.
Paul a. Halvorson Inc.DBA Halvorson Trane Service 401K Profit Sharing Plan-35$576,914$124,240$3,550iApproximate average salary by contribution assumption: employee only about $88,743 at 4% or $59,162 at 6%; with 50% employer match about $59,162 at 4% or $39,441 at 6%; with 100% employer match about $44,371 at 4% or $29,581 at 6%.