Civic Intelligence

Headwaters Wealth Management LLC

Plan context: Hwm 401(K) Profit Sharing Plan

EIN 47-2154882 • 10 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,350,004

2024 Contributions

$245,230

Historical Graphs

Total Assets Over Time

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

$2,350,004$1,175,002$0201520192023YearValue
$2,350,004Latest year 2023

Participants Over Time

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

840201520192023YearValue
7Latest 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-
Hwm 401(K) Profit Sharing Plan-0---
202317$2,350,004$245,230$35,033iApproximate average salary by contribution assumption: employee only about $875,821 at 4% or $583,881 at 6%; with 50% employer match about $583,881 at 4% or $389,254 at 6%; with 100% employer match about $437,911 at 4% or $291,940 at 6%.
Hwm 401(K) Profit Sharing Plan-7$2,350,004$245,230$35,033iApproximate average salary by contribution assumption: employee only about $875,821 at 4% or $583,881 at 6%; with 50% employer match about $583,881 at 4% or $389,254 at 6%; with 100% employer match about $437,911 at 4% or $291,940 at 6%.
202218$1,967,890$206,579$25,822iApproximate average salary by contribution assumption: employee only about $645,559 at 4% or $430,373 at 6%; with 50% employer match about $430,373 at 4% or $286,915 at 6%; with 100% employer match about $322,780 at 4% or $215,186 at 6%.
Hwm 401(K) Profit Sharing Plan-8$1,967,890$206,579$25,822iApproximate average salary by contribution assumption: employee only about $645,559 at 4% or $430,373 at 6%; with 50% employer match about $430,373 at 4% or $286,915 at 6%; with 100% employer match about $322,780 at 4% or $215,186 at 6%.
202118$2,018,937$219,274$27,409iApproximate average salary by contribution assumption: employee only about $685,231 at 4% or $456,821 at 6%; with 50% employer match about $456,821 at 4% or $304,547 at 6%; with 100% employer match about $342,616 at 4% or $228,410 at 6%.
Hwm 401(K) Profit Sharing Plan-8$2,018,937$219,274$27,409iApproximate average salary by contribution assumption: employee only about $685,231 at 4% or $456,821 at 6%; with 50% employer match about $456,821 at 4% or $304,547 at 6%; with 100% employer match about $342,616 at 4% or $228,410 at 6%.
202017$1,605,095$158,355$22,622iApproximate average salary by contribution assumption: employee only about $565,554 at 4% or $377,036 at 6%; with 50% employer match about $377,036 at 4% or $251,357 at 6%; with 100% employer match about $282,777 at 4% or $188,518 at 6%.
Hwm 401(K) Profit Sharing Plan-7$1,605,095$158,355$22,622iApproximate average salary by contribution assumption: employee only about $565,554 at 4% or $377,036 at 6%; with 50% employer match about $377,036 at 4% or $251,357 at 6%; with 100% employer match about $282,777 at 4% or $188,518 at 6%.
201917$1,322,547$404,770$57,824iApproximate average salary by contribution assumption: employee only about $1,445,607 at 4% or $963,738 at 6%; with 50% employer match about $963,738 at 4% or $642,492 at 6%; with 100% employer match about $722,804 at 4% or $481,869 at 6%.
Hwm 401(K) Profit Sharing Plan-7$1,322,547$404,770$57,824iApproximate average salary by contribution assumption: employee only about $1,445,607 at 4% or $963,738 at 6%; with 50% employer match about $963,738 at 4% or $642,492 at 6%; with 100% employer match about $722,804 at 4% or $481,869 at 6%.
201817$775,464$136,192$19,456iApproximate average salary by contribution assumption: employee only about $486,400 at 4% or $324,267 at 6%; with 50% employer match about $324,267 at 4% or $216,178 at 6%; with 100% employer match about $243,200 at 4% or $162,133 at 6%.
Hwm 401(K) Profit Sharing Plan-7$775,464$136,192$19,456iApproximate average salary by contribution assumption: employee only about $486,400 at 4% or $324,267 at 6%; with 50% employer match about $324,267 at 4% or $216,178 at 6%; with 100% employer match about $243,200 at 4% or $162,133 at 6%.
201717$675,734$76,347$10,907iApproximate average salary by contribution assumption: employee only about $272,668 at 4% or $181,779 at 6%; with 50% employer match about $181,779 at 4% or $121,186 at 6%; with 100% employer match about $136,334 at 4% or $90,889 at 6%.
Hwm 401(K) Profit Sharing Plan-7$675,734$76,347$10,907iApproximate average salary by contribution assumption: employee only about $272,668 at 4% or $181,779 at 6%; with 50% employer match about $181,779 at 4% or $121,186 at 6%; with 100% employer match about $136,334 at 4% or $90,889 at 6%.
201617$549,606$144,774$20,682iApproximate average salary by contribution assumption: employee only about $517,050 at 4% or $344,700 at 6%; with 50% employer match about $344,700 at 4% or $229,800 at 6%; with 100% employer match about $258,525 at 4% or $172,350 at 6%.
Hwm 401(K) Profit Sharing Plan-7$549,606$144,774$20,682iApproximate average salary by contribution assumption: employee only about $517,050 at 4% or $344,700 at 6%; with 50% employer match about $344,700 at 4% or $229,800 at 6%; with 100% employer match about $258,525 at 4% or $172,350 at 6%.
201517$371,619$385,927$55,132iApproximate average salary by contribution assumption: employee only about $1,378,311 at 4% or $918,874 at 6%; with 50% employer match about $918,874 at 4% or $612,583 at 6%; with 100% employer match about $689,155 at 4% or $459,437 at 6%.
Hwm 401(K) Profit Sharing Plan-7$371,619$385,927$55,132iApproximate average salary by contribution assumption: employee only about $1,378,311 at 4% or $918,874 at 6%; with 50% employer match about $918,874 at 4% or $612,583 at 6%; with 100% employer match about $689,155 at 4% or $459,437 at 6%.