Civic Intelligence

Birge & Held Asset Management LLC

Plan context: Birge & Held Asset Management LLC 401(K) Plan

EIN 45-5450139 • Indianapolis, IN • 23 filings • 5 plans

8902 N Meridian StreetSuite 205Indianapolis, IN 46260-5369
Current Snapshot

Latest Year

2024

2024 Participants

560

2024 Assets

$8,198,917

2024 Contributions

$1,653,437

Historical Graphs

Total Assets Over Time

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

$8,198,917$4,099,459$0201320192024YearValue
$8,198,917Latest year 2024

Participants Over Time

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

5662830201320192024YearValue
560Latest 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
20242560$8,198,917$1,653,437$2,953iApproximate average salary by contribution assumption: employee only about $73,814 at 4% or $49,209 at 6%; with 50% employer match about $49,209 at 4% or $32,806 at 6%; with 100% employer match about $36,907 at 4% or $24,605 at 6%.
Birge & Held Asset Management LLC 401(K) Plan-518$8,198,917$1,653,437$3,192iApproximate average salary by contribution assumption: employee only about $79,799 at 4% or $53,199 at 6%; with 50% employer match about $53,199 at 4% or $35,466 at 6%; with 100% employer match about $39,900 at 4% or $26,600 at 6%.
Birge & Held Asset Management LLC Welfare Benefit Plan-560---
20232566$6,148,184$1,721,119$3,041iApproximate average salary by contribution assumption: employee only about $76,021 at 4% or $50,681 at 6%; with 50% employer match about $50,681 at 4% or $33,787 at 6%; with 100% employer match about $38,011 at 4% or $25,340 at 6%.
Birge & Held Asset Management LLC 401(K) Plan-566$6,148,184$1,721,119$3,041iApproximate average salary by contribution assumption: employee only about $76,021 at 4% or $50,681 at 6%; with 50% employer match about $50,681 at 4% or $33,787 at 6%; with 100% employer match about $38,011 at 4% or $25,340 at 6%.
Birge & Held Asset Management LLC Welfare Benefit Plan-555---
20222539$3,886,278$1,327,892$2,464iApproximate average salary by contribution assumption: employee only about $61,591 at 4% or $41,060 at 6%; with 50% employer match about $41,060 at 4% or $27,374 at 6%; with 100% employer match about $30,795 at 4% or $20,530 at 6%.
Birge & Held Asset Management LLC 401(K) Plan-539$3,886,278$1,327,892$2,464iApproximate average salary by contribution assumption: employee only about $61,591 at 4% or $41,060 at 6%; with 50% employer match about $41,060 at 4% or $27,374 at 6%; with 100% employer match about $30,795 at 4% or $20,530 at 6%.
Birge & Held Asset Management LLC Welfare Benefit Plan-333---
20212254$3,589,752$909,160$3,579iApproximate average salary by contribution assumption: employee only about $89,484 at 4% or $59,656 at 6%; with 50% employer match about $59,656 at 4% or $39,771 at 6%; with 100% employer match about $44,742 at 4% or $29,828 at 6%.
Birge & Held Asset Management LLC 401(K) Plan-114$3,589,752$909,160$7,975iApproximate average salary by contribution assumption: employee only about $199,377 at 4% or $132,918 at 6%; with 50% employer match about $132,918 at 4% or $88,612 at 6%; with 100% employer match about $99,689 at 4% or $66,459 at 6%.
Birge & Held Asset Management LLC Welfare Benefit Plan-254---
20204254$1,794,120$737,920$2,905iApproximate average salary by contribution assumption: employee only about $72,630 at 4% or $48,420 at 6%; with 50% employer match about $48,420 at 4% or $32,280 at 6%; with 100% employer match about $36,315 at 4% or $24,210 at 6%.
Birge & Held Asset Management LLC 401(K) Plan-61$1,794,120$545,798$8,948iApproximate average salary by contribution assumption: employee only about $223,688 at 4% or $149,125 at 6%; with 50% employer match about $149,125 at 4% or $99,417 at 6%; with 100% employer match about $111,844 at 4% or $74,563 at 6%.
BIRGE & HELD ASSET MANAGEMENT, LLC 401(K) PLAN (B)-0$0$60,354-
BIRGE & HELD ASSET MANAGEMENT, LLC-0$0$131,768-
Birge & Held Asset Management LLC Welfare Benefit Plan-254---
20193168$1,328,260$525,239$3,126iApproximate average salary by contribution assumption: employee only about $78,161 at 4% or $52,107 at 6%; with 50% employer match about $52,107 at 4% or $34,738 at 6%; with 100% employer match about $39,080 at 4% or $26,054 at 6%.
Birge & Held Asset Management LLC 401(K) Plan-56$1,085,891$358,879$6,409iApproximate average salary by contribution assumption: employee only about $160,214 at 4% or $106,809 at 6%; with 50% employer match about $106,809 at 4% or $71,206 at 6%; with 100% employer match about $80,107 at 4% or $53,405 at 6%.
BIRGE & HELD ASSET MANAGEMENT, LLC 401(K) PLAN (B)-25$242,369$166,360$6,654iApproximate average salary by contribution assumption: employee only about $166,360 at 4% or $110,907 at 6%; with 50% employer match about $110,907 at 4% or $73,938 at 6%; with 100% employer match about $83,180 at 4% or $55,453 at 6%.
Birge & Held Asset Management LLC Welfare Benefit Plan-168---
2018251$720,009$486,737$9,544iApproximate average salary by contribution assumption: employee only about $238,597 at 4% or $159,064 at 6%; with 50% employer match about $159,064 at 4% or $106,043 at 6%; with 100% employer match about $119,298 at 4% or $79,532 at 6%.
Birge & Held Asset Management LLC 401(K) Plan-51$670,049$443,891$8,704iApproximate average salary by contribution assumption: employee only about $217,594 at 4% or $145,062 at 6%; with 50% employer match about $145,062 at 4% or $96,708 at 6%; with 100% employer match about $108,797 at 4% or $72,531 at 6%.
BIRGE & HELD ASSET MANAGEMENT, LLC 401(K) PLAN (B)-15$49,960$42,846$2,856iApproximate average salary by contribution assumption: employee only about $71,410 at 4% or $47,607 at 6%; with 50% employer match about $47,607 at 4% or $31,738 at 6%; with 100% employer match about $35,705 at 4% or $23,803 at 6%.
2017249$306,830$301,811$6,159iApproximate average salary by contribution assumption: employee only about $153,985 at 4% or $102,657 at 6%; with 50% employer match about $102,657 at 4% or $68,438 at 6%; with 100% employer match about $76,993 at 4% or $51,328 at 6%.
Birge & Held Asset Management LLC 401(K) Plan-49$291,865$301,811$6,159iApproximate average salary by contribution assumption: employee only about $153,985 at 4% or $102,657 at 6%; with 50% employer match about $102,657 at 4% or $68,438 at 6%; with 100% employer match about $76,993 at 4% or $51,328 at 6%.
BIRGE & HELD ASSET MANAGEMENT, LLC 401(K) PLAN (B)-8$14,965--
201610$0$0-
Birge & Held Asset Management LLC 401(K) Plan-0$0$0-
201512$1,424$0-
Birge & Held Asset Management LLC 401(K) Plan-2$1,424--
201418$33,721$15,051$1,881iApproximate average salary by contribution assumption: employee only about $47,034 at 4% or $31,356 at 6%; with 50% employer match about $31,356 at 4% or $20,904 at 6%; with 100% employer match about $23,517 at 4% or $15,678 at 6%.
Birge & Held Asset Management LLC 401(K) Plan-8$33,721$15,051$1,881iApproximate average salary by contribution assumption: employee only about $47,034 at 4% or $31,356 at 6%; with 50% employer match about $31,356 at 4% or $20,904 at 6%; with 100% employer match about $23,517 at 4% or $15,678 at 6%.
201319$18,175$17,239$1,915iApproximate average salary by contribution assumption: employee only about $47,886 at 4% or $31,924 at 6%; with 50% employer match about $31,924 at 4% or $21,283 at 6%; with 100% employer match about $23,943 at 4% or $15,962 at 6%.
Birge & Held Asset Management LLC 401(K) Plan-9$18,175$17,239$1,915iApproximate average salary by contribution assumption: employee only about $47,886 at 4% or $31,924 at 6%; with 50% employer match about $31,924 at 4% or $21,283 at 6%; with 100% employer match about $23,943 at 4% or $15,962 at 6%.