Civic Intelligence

Beecher, Field, Walker, Morris, Hoffman and Johnson PC.

Plan context: Beecher, Rathert, Roberts, Field, Walker & Morris 401K Plan

EIN 42-1397036 • Waterloo, IA • 26 filings • 6 plans

620 Lafayette St Ste 300Waterloo, IA 50703
Current Snapshot

Latest Year

2024

2024 Participants

35

2024 Assets

$10,736,921

2024 Contributions

$536,652

Historical Graphs

Total Assets Over Time

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

$10,736,921$5,368,461$0199920122024YearValue
$10,736,921Latest year 2024

Participants Over Time

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

45230199920122024YearValue
35Latest year 2024

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
2024135$10,736,921$536,652$15,333iApproximate average salary by contribution assumption: employee only about $383,323 at 4% or $255,549 at 6%; with 50% employer match about $255,549 at 4% or $170,366 at 6%; with 100% employer match about $191,661 at 4% or $127,774 at 6%.
Beecher, Rathert, Roberts, Field, Walker & Morris 401K Plan-35$10,736,921$536,652$15,333iApproximate average salary by contribution assumption: employee only about $383,323 at 4% or $255,549 at 6%; with 50% employer match about $255,549 at 4% or $170,366 at 6%; with 100% employer match about $191,661 at 4% or $127,774 at 6%.
2023134$8,817,143$502,962$14,793iApproximate average salary by contribution assumption: employee only about $369,825 at 4% or $246,550 at 6%; with 50% employer match about $246,550 at 4% or $164,367 at 6%; with 100% employer match about $184,913 at 4% or $123,275 at 6%.
Beecher, Rathert, Roberts, Field, Walker & Morris 401K Plan-34$8,817,143$502,962$14,793iApproximate average salary by contribution assumption: employee only about $369,825 at 4% or $246,550 at 6%; with 50% employer match about $246,550 at 4% or $164,367 at 6%; with 100% employer match about $184,913 at 4% or $123,275 at 6%.
2022133$8,479,305$467,463$14,166iApproximate average salary by contribution assumption: employee only about $354,139 at 4% or $236,092 at 6%; with 50% employer match about $236,092 at 4% or $157,395 at 6%; with 100% employer match about $177,069 at 4% or $118,046 at 6%.
Beecher, Rathert, Roberts, Field, Walker & Morris 401K Plan-33$8,479,305$467,463$14,166iApproximate average salary by contribution assumption: employee only about $354,139 at 4% or $236,092 at 6%; with 50% employer match about $236,092 at 4% or $157,395 at 6%; with 100% employer match about $177,069 at 4% or $118,046 at 6%.
2021134$10,269,987$431,107$12,680iApproximate average salary by contribution assumption: employee only about $316,990 at 4% or $211,327 at 6%; with 50% employer match about $211,327 at 4% or $140,885 at 6%; with 100% employer match about $158,495 at 4% or $105,663 at 6%.
Beecher, Rathert, Roberts, Field, Walker & Morris 401K Plan-34$10,269,987$431,107$12,680iApproximate average salary by contribution assumption: employee only about $316,990 at 4% or $211,327 at 6%; with 50% employer match about $211,327 at 4% or $140,885 at 6%; with 100% employer match about $158,495 at 4% or $105,663 at 6%.
2020131$9,705,581$466,024$15,033iApproximate average salary by contribution assumption: employee only about $375,826 at 4% or $250,551 at 6%; with 50% employer match about $250,551 at 4% or $167,034 at 6%; with 100% employer match about $187,913 at 4% or $125,275 at 6%.
Beecher, Rathert, Roberts, Field, Walker & Morris 401K Plan-31$9,705,581$466,024$15,033iApproximate average salary by contribution assumption: employee only about $375,826 at 4% or $250,551 at 6%; with 50% employer match about $250,551 at 4% or $167,034 at 6%; with 100% employer match about $187,913 at 4% or $125,275 at 6%.
2019133$7,744,960$409,700$12,415iApproximate average salary by contribution assumption: employee only about $310,379 at 4% or $206,919 at 6%; with 50% employer match about $206,919 at 4% or $137,946 at 6%; with 100% employer match about $155,189 at 4% or $103,460 at 6%.
Beecher, Rathert, Roberts, Field, Walker & Morris 401K Plan-33$7,744,960$409,700$12,415iApproximate average salary by contribution assumption: employee only about $310,379 at 4% or $206,919 at 6%; with 50% employer match about $206,919 at 4% or $137,946 at 6%; with 100% employer match about $155,189 at 4% or $103,460 at 6%.
2018135$6,199,472$379,384$10,840iApproximate average salary by contribution assumption: employee only about $270,989 at 4% or $180,659 at 6%; with 50% employer match about $180,659 at 4% or $120,439 at 6%; with 100% employer match about $135,494 at 4% or $90,330 at 6%.
Beecher, Rathert, Roberts, Field, Walker & Morris 401K Plan-35$6,199,472$379,384$10,840iApproximate average salary by contribution assumption: employee only about $270,989 at 4% or $180,659 at 6%; with 50% employer match about $180,659 at 4% or $120,439 at 6%; with 100% employer match about $135,494 at 4% or $90,330 at 6%.
2017135$6,293,610$746,666$21,333iApproximate average salary by contribution assumption: employee only about $533,333 at 4% or $355,555 at 6%; with 50% employer match about $355,555 at 4% or $237,037 at 6%; with 100% employer match about $266,666 at 4% or $177,778 at 6%.
Beecher, Rathert, Roberts, Field, Walker & Morris 401K Plan-35$6,293,610$746,666$21,333iApproximate average salary by contribution assumption: employee only about $533,333 at 4% or $355,555 at 6%; with 50% employer match about $355,555 at 4% or $237,037 at 6%; with 100% employer match about $266,666 at 4% or $177,778 at 6%.
2016145$5,271,555$347,786$7,729iApproximate average salary by contribution assumption: employee only about $193,214 at 4% or $128,810 at 6%; with 50% employer match about $128,810 at 4% or $85,873 at 6%; with 100% employer match about $96,607 at 4% or $64,405 at 6%.
Beecher, Rathert, Roberts, Field, Walker & Morris 401K Plan-45$5,271,555$347,786$7,729iApproximate average salary by contribution assumption: employee only about $193,214 at 4% or $128,810 at 6%; with 50% employer match about $128,810 at 4% or $85,873 at 6%; with 100% employer match about $96,607 at 4% or $64,405 at 6%.
2015141$4,758,342$335,755$8,189iApproximate average salary by contribution assumption: employee only about $204,729 at 4% or $136,486 at 6%; with 50% employer match about $136,486 at 4% or $90,991 at 6%; with 100% employer match about $102,364 at 4% or $68,243 at 6%.
Beecher, Rathert, Roberts, Field, Walker & Morris 401K Plan-41$4,758,342$335,755$8,189iApproximate average salary by contribution assumption: employee only about $204,729 at 4% or $136,486 at 6%; with 50% employer match about $136,486 at 4% or $90,991 at 6%; with 100% employer match about $102,364 at 4% or $68,243 at 6%.
2014145$4,705,558$301,003$6,689iApproximate average salary by contribution assumption: employee only about $167,224 at 4% or $111,483 at 6%; with 50% employer match about $111,483 at 4% or $74,322 at 6%; with 100% employer match about $83,612 at 4% or $55,741 at 6%.
Beecher, Rathert, Roberts, Field, Walker & Morris 401K Plan-45$4,705,558$301,003$6,689iApproximate average salary by contribution assumption: employee only about $167,224 at 4% or $111,483 at 6%; with 50% employer match about $111,483 at 4% or $74,322 at 6%; with 100% employer match about $83,612 at 4% or $55,741 at 6%.
2013143$4,055,144$318,510$7,407iApproximate average salary by contribution assumption: employee only about $185,180 at 4% or $123,453 at 6%; with 50% employer match about $123,453 at 4% or $82,302 at 6%; with 100% employer match about $92,590 at 4% or $61,727 at 6%.
Beecher, Rathert, Roberts, Field, Walker & Morris 401K Plan-43$4,055,144$318,510$7,407iApproximate average salary by contribution assumption: employee only about $185,180 at 4% or $123,453 at 6%; with 50% employer match about $123,453 at 4% or $82,302 at 6%; with 100% employer match about $92,590 at 4% or $61,727 at 6%.
2012144$3,234,559$277,432$6,305iApproximate average salary by contribution assumption: employee only about $157,632 at 4% or $105,088 at 6%; with 50% employer match about $105,088 at 4% or $70,059 at 6%; with 100% employer match about $78,816 at 4% or $52,544 at 6%.
Beecher, Rathert, Roberts, Field, Walker & Morris 401K Plan-44$3,234,559$277,432$6,305iApproximate average salary by contribution assumption: employee only about $157,632 at 4% or $105,088 at 6%; with 50% employer match about $105,088 at 4% or $70,059 at 6%; with 100% employer match about $78,816 at 4% or $52,544 at 6%.
2011141$2,682,505$287,795$7,019iApproximate average salary by contribution assumption: employee only about $175,485 at 4% or $116,990 at 6%; with 50% employer match about $116,990 at 4% or $77,993 at 6%; with 100% employer match about $87,742 at 4% or $58,495 at 6%.
Beecher, Rathert, Roberts, Field, Walker & Morris 401K Plan-41$2,682,505$287,795$7,019iApproximate average salary by contribution assumption: employee only about $175,485 at 4% or $116,990 at 6%; with 50% employer match about $116,990 at 4% or $77,993 at 6%; with 100% employer match about $87,742 at 4% or $58,495 at 6%.
2010137$2,558,704$264,508$7,149iApproximate average salary by contribution assumption: employee only about $178,722 at 4% or $119,148 at 6%; with 50% employer match about $119,148 at 4% or $79,432 at 6%; with 100% employer match about $89,361 at 4% or $59,574 at 6%.
Beecher, Rathert, Roberts, Field, Walker & Morris 401K Plan-37$2,558,704$264,508$7,149iApproximate average salary by contribution assumption: employee only about $178,722 at 4% or $119,148 at 6%; with 50% employer match about $119,148 at 4% or $79,432 at 6%; with 100% employer match about $89,361 at 4% or $59,574 at 6%.
2009137$2,136,602$226,943$6,134iApproximate average salary by contribution assumption: employee only about $153,340 at 4% or $102,227 at 6%; with 50% employer match about $102,227 at 4% or $68,151 at 6%; with 100% employer match about $76,670 at 4% or $51,113 at 6%.
Beecher, Rathert, Roberts, Field, Walker & Morris 401K Plan-37$2,136,602$226,943$6,134iApproximate average salary by contribution assumption: employee only about $153,340 at 4% or $102,227 at 6%; with 50% employer match about $102,227 at 4% or $68,151 at 6%; with 100% employer match about $76,670 at 4% or $51,113 at 6%.
2008130$1,781,163$253,387$8,446iApproximate average salary by contribution assumption: employee only about $211,156 at 4% or $140,771 at 6%; with 50% employer match about $140,771 at 4% or $93,847 at 6%; with 100% employer match about $105,578 at 4% or $70,385 at 6%.
Beecher, Rathert, Roberts, Field, Walker & Morris 401K Plan-30$1,781,163$253,387$8,446iApproximate average salary by contribution assumption: employee only about $211,156 at 4% or $140,771 at 6%; with 50% employer match about $140,771 at 4% or $93,847 at 6%; with 100% employer match about $105,578 at 4% or $70,385 at 6%.
2007127$0$0-
Beecher, Rathert, Roberts, Field, Walker & Morris 401K Plan-27---
2006127$1,682,494$186,425$6,905iApproximate average salary by contribution assumption: employee only about $172,616 at 4% or $115,077 at 6%; with 50% employer match about $115,077 at 4% or $76,718 at 6%; with 100% employer match about $86,308 at 4% or $57,539 at 6%.
Beecher, Rathert, Roberts, Field, Walker & Morris 401K Plan-27$1,682,494$186,425$6,905iApproximate average salary by contribution assumption: employee only about $172,616 at 4% or $115,077 at 6%; with 50% employer match about $115,077 at 4% or $76,718 at 6%; with 100% employer match about $86,308 at 4% or $57,539 at 6%.
2005126$1,336,167$147,266$5,664iApproximate average salary by contribution assumption: employee only about $141,602 at 4% or $94,401 at 6%; with 50% employer match about $94,401 at 4% or $62,934 at 6%; with 100% employer match about $70,801 at 4% or $47,201 at 6%.
Beecher, Rathert, Roberts, Field, Walker & Morris 401K Plan-26$1,336,167$147,266$5,664iApproximate average salary by contribution assumption: employee only about $141,602 at 4% or $94,401 at 6%; with 50% employer match about $94,401 at 4% or $62,934 at 6%; with 100% employer match about $70,801 at 4% or $47,201 at 6%.
2004127$1,176,517$135,336$5,012iApproximate average salary by contribution assumption: employee only about $125,311 at 4% or $83,541 at 6%; with 50% employer match about $83,541 at 4% or $55,694 at 6%; with 100% employer match about $62,656 at 4% or $41,770 at 6%.
Beecher, Rathert, Roberts, Field, Walker & Morris 401K Plan-27$1,176,517$135,336$5,012iApproximate average salary by contribution assumption: employee only about $125,311 at 4% or $83,541 at 6%; with 50% employer match about $83,541 at 4% or $55,694 at 6%; with 100% employer match about $62,656 at 4% or $41,770 at 6%.
2003121$1,002,888$129,136$6,149iApproximate average salary by contribution assumption: employee only about $153,733 at 4% or $102,489 at 6%; with 50% employer match about $102,489 at 4% or $68,326 at 6%; with 100% employer match about $76,867 at 4% or $51,244 at 6%.
Beecher, Rathert, Roberts, Field, Walker & Morris 401K Plan-21$1,002,888$129,136$6,149iApproximate average salary by contribution assumption: employee only about $153,733 at 4% or $102,489 at 6%; with 50% employer match about $102,489 at 4% or $68,326 at 6%; with 100% employer match about $76,867 at 4% or $51,244 at 6%.
2002120$776,993$140,377$7,019iApproximate average salary by contribution assumption: employee only about $175,471 at 4% or $116,981 at 6%; with 50% employer match about $116,981 at 4% or $77,987 at 6%; with 100% employer match about $87,736 at 4% or $58,490 at 6%.
Beecher, Rathert, Roberts, Field, Walker & Morris 401K Plan-20$776,993$140,377$7,019iApproximate average salary by contribution assumption: employee only about $175,471 at 4% or $116,981 at 6%; with 50% employer match about $116,981 at 4% or $77,987 at 6%; with 100% employer match about $87,736 at 4% or $58,490 at 6%.
2001120$803,696$132,378$6,619iApproximate average salary by contribution assumption: employee only about $165,473 at 4% or $110,315 at 6%; with 50% employer match about $110,315 at 4% or $73,543 at 6%; with 100% employer match about $82,736 at 4% or $55,158 at 6%.
Beecher, Rathert, Roberts, Field, Walker & Morris 401K Plan-20$803,696$132,378$6,619iApproximate average salary by contribution assumption: employee only about $165,473 at 4% or $110,315 at 6%; with 50% employer match about $110,315 at 4% or $73,543 at 6%; with 100% employer match about $82,736 at 4% or $55,158 at 6%.
2000116$758,510$104,021$6,501iApproximate average salary by contribution assumption: employee only about $162,533 at 4% or $108,355 at 6%; with 50% employer match about $108,355 at 4% or $72,237 at 6%; with 100% employer match about $81,266 at 4% or $54,178 at 6%.
Beecher, Rathert, Roberts, Field, Walker & Morris 401K Plan-16$758,510$104,021$6,501iApproximate average salary by contribution assumption: employee only about $162,533 at 4% or $108,355 at 6%; with 50% employer match about $108,355 at 4% or $72,237 at 6%; with 100% employer match about $81,266 at 4% or $54,178 at 6%.
1999115$895,386$87,604$5,840iApproximate average salary by contribution assumption: employee only about $146,007 at 4% or $97,338 at 6%; with 50% employer match about $97,338 at 4% or $64,892 at 6%; with 100% employer match about $73,003 at 4% or $48,669 at 6%.
Beecher, Rathert, Roberts, Field, Walker & Morris 401K Plan-15$895,386$87,604$5,840iApproximate average salary by contribution assumption: employee only about $146,007 at 4% or $97,338 at 6%; with 50% employer match about $97,338 at 4% or $64,892 at 6%; with 100% employer match about $73,003 at 4% or $48,669 at 6%.