Civic Intelligence

Held & Associates Inc.

Plan context: HELD & ASSOCIATES, INC. CASH BALANCE PENSION PLAN AND TRUST

EIN 43-1231877 • North Kansas City, MO • 24 filings • 2 plans

1120 Erie St. PO Box 34470Box 34470North Kansas City, MO 64116
Current Snapshot

Latest Year

2018

2018 Participants

18

2018 Assets

$6,662,939

2018 Contributions

$56,090

Historical Graphs

Total Assets Over Time

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

$6,662,939$3,331,470$0199920122017YearValue
$6,662,939Latest year 2017

Participants Over Time

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

20100199920082017YearValue
18Latest 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
201820$0$56,090-
HELD & ASSOCIATES, INC. CASH BALANCE PENSION PLAN AND TRUST-0$0$56,090-
Held & Associates Inc. Employees Profit Sharing Plan & Trust-0$0$0-
2017218$6,662,939$307,257$17,070iApproximate average salary by contribution assumption: employee only about $426,746 at 4% or $284,497 at 6%; with 50% employer match about $284,497 at 4% or $189,665 at 6%; with 100% employer match about $213,373 at 4% or $142,249 at 6%.
Held & Associates Inc. Employees Profit Sharing Plan & Trust-18$6,113,555$192,132$10,674iApproximate average salary by contribution assumption: employee only about $266,850 at 4% or $177,900 at 6%; with 50% employer match about $177,900 at 4% or $118,600 at 6%; with 100% employer match about $133,425 at 4% or $88,950 at 6%.
HELD & ASSOCIATES, INC. CASH BALANCE PENSION PLAN AND TRUST-14$549,384$115,125$8,223iApproximate average salary by contribution assumption: employee only about $205,580 at 4% or $137,054 at 6%; with 50% employer match about $137,054 at 4% or $91,369 at 6%; with 100% employer match about $102,790 at 4% or $68,527 at 6%.
2016218$5,829,953$385,568$21,420iApproximate average salary by contribution assumption: employee only about $535,511 at 4% or $357,007 at 6%; with 50% employer match about $357,007 at 4% or $238,005 at 6%; with 100% employer match about $267,756 at 4% or $178,504 at 6%.
Held & Associates Inc. Employees Profit Sharing Plan & Trust-18$5,463,464$211,568$11,754iApproximate average salary by contribution assumption: employee only about $293,844 at 4% or $195,896 at 6%; with 50% employer match about $195,896 at 4% or $130,598 at 6%; with 100% employer match about $146,922 at 4% or $97,948 at 6%.
HELD & ASSOCIATES, INC. CASH BALANCE PENSION PLAN AND TRUST-15$366,489$174,000$11,600iApproximate average salary by contribution assumption: employee only about $290,000 at 4% or $193,333 at 6%; with 50% employer match about $193,333 at 4% or $128,889 at 6%; with 100% employer match about $145,000 at 4% or $96,667 at 6%.
2015220$4,986,592$404,554$20,228iApproximate average salary by contribution assumption: employee only about $505,693 at 4% or $337,128 at 6%; with 50% employer match about $337,128 at 4% or $224,752 at 6%; with 100% employer match about $252,846 at 4% or $168,564 at 6%.
Held & Associates Inc. Employees Profit Sharing Plan & Trust-20$4,810,384$228,346$11,417iApproximate average salary by contribution assumption: employee only about $285,433 at 4% or $190,288 at 6%; with 50% employer match about $190,288 at 4% or $126,859 at 6%; with 100% employer match about $142,716 at 4% or $95,144 at 6%.
HELD & ASSOCIATES, INC. CASH BALANCE PENSION PLAN AND TRUST-18$176,208$176,208$9,789iApproximate average salary by contribution assumption: employee only about $244,733 at 4% or $163,156 at 6%; with 50% employer match about $163,156 at 4% or $108,770 at 6%; with 100% employer match about $122,367 at 4% or $81,578 at 6%.
2014119$4,789,868$264,015$13,896iApproximate average salary by contribution assumption: employee only about $347,388 at 4% or $231,592 at 6%; with 50% employer match about $231,592 at 4% or $154,395 at 6%; with 100% employer match about $173,694 at 4% or $115,796 at 6%.
Held & Associates Inc. Employees Profit Sharing Plan & Trust-19$4,789,868$264,015$13,896iApproximate average salary by contribution assumption: employee only about $347,388 at 4% or $231,592 at 6%; with 50% employer match about $231,592 at 4% or $154,395 at 6%; with 100% employer match about $173,694 at 4% or $115,796 at 6%.
2013118$4,549,088$226,751$12,597iApproximate average salary by contribution assumption: employee only about $314,932 at 4% or $209,955 at 6%; with 50% employer match about $209,955 at 4% or $139,970 at 6%; with 100% employer match about $157,466 at 4% or $104,977 at 6%.
Held & Associates Inc. Employees Profit Sharing Plan & Trust-18$4,549,088$226,751$12,597iApproximate average salary by contribution assumption: employee only about $314,932 at 4% or $209,955 at 6%; with 50% employer match about $209,955 at 4% or $139,970 at 6%; with 100% employer match about $157,466 at 4% or $104,977 at 6%.
2012120$5,110,414$236,057$11,803iApproximate average salary by contribution assumption: employee only about $295,071 at 4% or $196,714 at 6%; with 50% employer match about $196,714 at 4% or $131,143 at 6%; with 100% employer match about $147,536 at 4% or $98,357 at 6%.
Held & Associates Inc. Employees Profit Sharing Plan & Trust-20$5,110,414$236,057$11,803iApproximate average salary by contribution assumption: employee only about $295,071 at 4% or $196,714 at 6%; with 50% employer match about $196,714 at 4% or $131,143 at 6%; with 100% employer match about $147,536 at 4% or $98,357 at 6%.
2011118$4,407,233$46,346$2,575iApproximate average salary by contribution assumption: employee only about $64,369 at 4% or $42,913 at 6%; with 50% employer match about $42,913 at 4% or $28,609 at 6%; with 100% employer match about $32,185 at 4% or $21,456 at 6%.
Held & Associates Inc. Employees Profit Sharing Plan & Trust-18$4,407,233$46,346$2,575iApproximate average salary by contribution assumption: employee only about $64,369 at 4% or $42,913 at 6%; with 50% employer match about $42,913 at 4% or $28,609 at 6%; with 100% employer match about $32,185 at 4% or $21,456 at 6%.
2010117$4,127,498$220,024$12,943iApproximate average salary by contribution assumption: employee only about $323,565 at 4% or $215,710 at 6%; with 50% employer match about $215,710 at 4% or $143,807 at 6%; with 100% employer match about $161,782 at 4% or $107,855 at 6%.
Held & Associates Inc. Employees Profit Sharing Plan & Trust-17$4,127,498$220,024$12,943iApproximate average salary by contribution assumption: employee only about $323,565 at 4% or $215,710 at 6%; with 50% employer match about $215,710 at 4% or $143,807 at 6%; with 100% employer match about $161,782 at 4% or $107,855 at 6%.
2009116$3,957,273$203,985$12,749iApproximate average salary by contribution assumption: employee only about $318,727 at 4% or $212,484 at 6%; with 50% employer match about $212,484 at 4% or $141,656 at 6%; with 100% employer match about $159,363 at 4% or $106,242 at 6%.
Held & Associates Inc. Employees Profit Sharing Plan & Trust-16$3,957,273$203,985$12,749iApproximate average salary by contribution assumption: employee only about $318,727 at 4% or $212,484 at 6%; with 50% employer match about $212,484 at 4% or $141,656 at 6%; with 100% employer match about $159,363 at 4% or $106,242 at 6%.
2008114$0$0-
Held & Associates Inc. Employees Profit Sharing Plan & Trust-14---
2007112$0$0-
Held & Associates Inc. Employees Profit Sharing Plan & Trust-12---
2006112$0$0-
Held & Associates Inc. Employees Profit Sharing Plan & Trust-12---
2005112$3,988,832$162,702$13,559iApproximate average salary by contribution assumption: employee only about $338,963 at 4% or $225,975 at 6%; with 50% employer match about $225,975 at 4% or $150,650 at 6%; with 100% employer match about $169,481 at 4% or $112,988 at 6%.
Held & Associates Inc. Employees Profit Sharing Plan & Trust-12$3,988,832$162,702$13,559iApproximate average salary by contribution assumption: employee only about $338,963 at 4% or $225,975 at 6%; with 50% employer match about $225,975 at 4% or $150,650 at 6%; with 100% employer match about $169,481 at 4% or $112,988 at 6%.
200417$3,668,422$124,163$17,738iApproximate average salary by contribution assumption: employee only about $443,439 at 4% or $295,626 at 6%; with 50% employer match about $295,626 at 4% or $197,084 at 6%; with 100% employer match about $221,720 at 4% or $147,813 at 6%.
Held & Associates Inc. Employees Profit Sharing Plan & Trust-7$3,668,422$124,163$17,738iApproximate average salary by contribution assumption: employee only about $443,439 at 4% or $295,626 at 6%; with 50% employer match about $295,626 at 4% or $197,084 at 6%; with 100% employer match about $221,720 at 4% or $147,813 at 6%.
200318$0$0-
Held & Associates Inc. Employees Profit Sharing Plan & Trust-8---
200218$0$0-
Held & Associates Inc. Employees Profit Sharing Plan & Trust-8---
2001110$0$0-
Held & Associates Inc. Employees Profit Sharing Plan & Trust-10---
200019$0$0-
Held & Associates Inc. Employees Profit Sharing Plan & Trust-9---
199919$3,472,924$93,588$10,399iApproximate average salary by contribution assumption: employee only about $259,967 at 4% or $173,311 at 6%; with 50% employer match about $173,311 at 4% or $115,541 at 6%; with 100% employer match about $129,983 at 4% or $86,656 at 6%.
Held & Associates Inc. Employees Profit Sharing Plan & Trust-9$3,472,924$93,588$10,399iApproximate average salary by contribution assumption: employee only about $259,967 at 4% or $173,311 at 6%; with 50% employer match about $173,311 at 4% or $115,541 at 6%; with 100% employer match about $129,983 at 4% or $86,656 at 6%.
Held & Associates Inc. | EIN 43-1231877 | 2018 Form 5500 Company Profile