Civic Intelligence

H & R Retail Inc.

Plan context: Trust

EIN 52-1311502 • Baltimore, MD • 23 filings • 5 plans

2800 Quarry Lake Dr., Suite 230Baltimore, MD 21209
Current Snapshot

Latest Year

2017

2017 Participants

21

2017 Assets

$8,774,804

2017 Contributions

$481,046

Historical Graphs

Total Assets Over Time

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

$8,774,804$4,387,402$0199920092017YearValue
$8,774,804Latest year 2017

Participants Over Time

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

21110199920082017YearValue
21Latest 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
2017121$8,774,804$481,046$22,907iApproximate average salary by contribution assumption: employee only about $572,674 at 4% or $381,783 at 6%; with 50% employer match about $381,783 at 4% or $254,522 at 6%; with 100% employer match about $286,337 at 4% or $190,891 at 6%.
Trust-21$8,774,804$481,046$22,907iApproximate average salary by contribution assumption: employee only about $572,674 at 4% or $381,783 at 6%; with 50% employer match about $381,783 at 4% or $254,522 at 6%; with 100% employer match about $286,337 at 4% or $190,891 at 6%.
2016118$6,883,551$407,198$22,622iApproximate average salary by contribution assumption: employee only about $565,553 at 4% or $377,035 at 6%; with 50% employer match about $377,035 at 4% or $251,357 at 6%; with 100% employer match about $282,776 at 4% or $188,518 at 6%.
Trust-18$6,883,551$407,198$22,622iApproximate average salary by contribution assumption: employee only about $565,553 at 4% or $377,035 at 6%; with 50% employer match about $377,035 at 4% or $251,357 at 6%; with 100% employer match about $282,776 at 4% or $188,518 at 6%.
2015118$6,039,218$378,655$21,036iApproximate average salary by contribution assumption: employee only about $525,910 at 4% or $350,606 at 6%; with 50% employer match about $350,606 at 4% or $233,738 at 6%; with 100% employer match about $262,955 at 4% or $175,303 at 6%.
Trust-18$6,039,218$378,655$21,036iApproximate average salary by contribution assumption: employee only about $525,910 at 4% or $350,606 at 6%; with 50% employer match about $350,606 at 4% or $233,738 at 6%; with 100% employer match about $262,955 at 4% or $175,303 at 6%.
2014120$6,013,971$322,648$16,132iApproximate average salary by contribution assumption: employee only about $403,310 at 4% or $268,873 at 6%; with 50% employer match about $268,873 at 4% or $179,249 at 6%; with 100% employer match about $201,655 at 4% or $134,437 at 6%.
Trust-20$6,013,971$322,648$16,132iApproximate average salary by contribution assumption: employee only about $403,310 at 4% or $268,873 at 6%; with 50% employer match about $268,873 at 4% or $179,249 at 6%; with 100% employer match about $201,655 at 4% or $134,437 at 6%.
2013118$5,317,129$302,072$16,782iApproximate average salary by contribution assumption: employee only about $419,544 at 4% or $279,696 at 6%; with 50% employer match about $279,696 at 4% or $186,464 at 6%; with 100% employer match about $209,772 at 4% or $139,848 at 6%.
Trust-18$5,317,129$302,072$16,782iApproximate average salary by contribution assumption: employee only about $419,544 at 4% or $279,696 at 6%; with 50% employer match about $279,696 at 4% or $186,464 at 6%; with 100% employer match about $209,772 at 4% or $139,848 at 6%.
2012120$4,837,113$330,971$16,549iApproximate average salary by contribution assumption: employee only about $413,714 at 4% or $275,809 at 6%; with 50% employer match about $275,809 at 4% or $183,873 at 6%; with 100% employer match about $206,857 at 4% or $137,905 at 6%.
Trust-20$4,837,113$330,971$16,549iApproximate average salary by contribution assumption: employee only about $413,714 at 4% or $275,809 at 6%; with 50% employer match about $275,809 at 4% or $183,873 at 6%; with 100% employer match about $206,857 at 4% or $137,905 at 6%.
2011120$4,055,083$378,185$18,909iApproximate average salary by contribution assumption: employee only about $472,731 at 4% or $315,154 at 6%; with 50% employer match about $315,154 at 4% or $210,103 at 6%; with 100% employer match about $236,366 at 4% or $157,577 at 6%.
Trust-20$4,055,083$378,185$18,909iApproximate average salary by contribution assumption: employee only about $472,731 at 4% or $315,154 at 6%; with 50% employer match about $315,154 at 4% or $210,103 at 6%; with 100% employer match about $236,366 at 4% or $157,577 at 6%.
2010120$3,818,065$373,102$18,655iApproximate average salary by contribution assumption: employee only about $466,377 at 4% or $310,918 at 6%; with 50% employer match about $310,918 at 4% or $207,279 at 6%; with 100% employer match about $233,189 at 4% or $155,459 at 6%.
Trust-20$3,818,065$373,102$18,655iApproximate average salary by contribution assumption: employee only about $466,377 at 4% or $310,918 at 6%; with 50% employer match about $310,918 at 4% or $207,279 at 6%; with 100% employer match about $233,189 at 4% or $155,459 at 6%.
2009121$3,052,014$304,935$14,521iApproximate average salary by contribution assumption: employee only about $363,018 at 4% or $242,012 at 6%; with 50% employer match about $242,012 at 4% or $161,341 at 6%; with 100% employer match about $181,509 at 4% or $121,006 at 6%.
Trust-21$3,052,014$304,935$14,521iApproximate average salary by contribution assumption: employee only about $363,018 at 4% or $242,012 at 6%; with 50% employer match about $242,012 at 4% or $161,341 at 6%; with 100% employer match about $181,509 at 4% or $121,006 at 6%.
2008115$2,270,664$284,361$18,957iApproximate average salary by contribution assumption: employee only about $473,935 at 4% or $315,957 at 6%; with 50% employer match about $315,957 at 4% or $210,638 at 6%; with 100% employer match about $236,968 at 4% or $157,978 at 6%.
Trust-15$2,270,664$284,361$18,957iApproximate average salary by contribution assumption: employee only about $473,935 at 4% or $315,957 at 6%; with 50% employer match about $315,957 at 4% or $210,638 at 6%; with 100% employer match about $236,968 at 4% or $157,978 at 6%.
2007115$0$0-
Trust-15---
2006114$2,570,357$384,845$27,489iApproximate average salary by contribution assumption: employee only about $687,223 at 4% or $458,149 at 6%; with 50% employer match about $458,149 at 4% or $305,433 at 6%; with 100% employer match about $343,612 at 4% or $229,074 at 6%.
Trust-14$2,570,357$384,845$27,489iApproximate average salary by contribution assumption: employee only about $687,223 at 4% or $458,149 at 6%; with 50% employer match about $458,149 at 4% or $305,433 at 6%; with 100% employer match about $343,612 at 4% or $229,074 at 6%.
2005213$2,304,302$323,716$24,901iApproximate average salary by contribution assumption: employee only about $622,531 at 4% or $415,021 at 6%; with 50% employer match about $415,021 at 4% or $276,680 at 6%; with 100% employer match about $311,265 at 4% or $207,510 at 6%.
Trust-13$2,304,302$160,792$12,369iApproximate average salary by contribution assumption: employee only about $309,215 at 4% or $206,144 at 6%; with 50% employer match about $206,144 at 4% or $137,429 at 6%; with 100% employer match about $154,608 at 4% or $103,072 at 6%.
H & R RETAIL, INC. PROFIT SHARING PLAN AND TRUST-0-$162,924-
2004212$1,930,356$273,382$22,782iApproximate average salary by contribution assumption: employee only about $569,546 at 4% or $379,697 at 6%; with 50% employer match about $379,697 at 4% or $253,131 at 6%; with 100% employer match about $284,773 at 4% or $189,849 at 6%.
Trust-12$1,441,958$139,047$11,587iApproximate average salary by contribution assumption: employee only about $289,681 at 4% or $193,121 at 6%; with 50% employer match about $193,121 at 4% or $128,747 at 6%; with 100% employer match about $144,841 at 4% or $96,560 at 6%.
H & R RETAIL, INC. PROFIT SHARING PLAN AND TRUST-12$488,398$134,335$11,195iApproximate average salary by contribution assumption: employee only about $279,865 at 4% or $186,576 at 6%; with 50% employer match about $186,576 at 4% or $124,384 at 6%; with 100% employer match about $139,932 at 4% or $93,288 at 6%.
2003212$1,486,223$271,930$22,661iApproximate average salary by contribution assumption: employee only about $566,521 at 4% or $377,681 at 6%; with 50% employer match about $377,681 at 4% or $251,787 at 6%; with 100% employer match about $283,260 at 4% or $188,840 at 6%.
Trust-12$1,167,407$132,006$11,001iApproximate average salary by contribution assumption: employee only about $275,013 at 4% or $183,342 at 6%; with 50% employer match about $183,342 at 4% or $122,228 at 6%; with 100% employer match about $137,506 at 4% or $91,671 at 6%.
H & R RETAIL, INC. PROFIT SHARING PLAN AND TRUST-12$318,816$139,924$11,660iApproximate average salary by contribution assumption: employee only about $291,508 at 4% or $194,339 at 6%; with 50% employer match about $194,339 at 4% or $129,559 at 6%; with 100% employer match about $145,754 at 4% or $97,169 at 6%.
2002212$1,011,238$220,790$18,399iApproximate average salary by contribution assumption: employee only about $459,979 at 4% or $306,653 at 6%; with 50% employer match about $306,653 at 4% or $204,435 at 6%; with 100% employer match about $229,990 at 4% or $153,326 at 6%.
Trust-12$862,479$72,031$6,003iApproximate average salary by contribution assumption: employee only about $150,065 at 4% or $100,043 at 6%; with 50% employer match about $100,043 at 4% or $66,695 at 6%; with 100% employer match about $75,032 at 4% or $50,022 at 6%.
H & R RETAIL, INC. PROFIT SHARING PLAN AND TRUST-12$148,759$148,759$12,397iApproximate average salary by contribution assumption: employee only about $309,915 at 4% or $206,610 at 6%; with 50% employer match about $206,610 at 4% or $137,740 at 6%; with 100% employer match about $154,957 at 4% or $103,305 at 6%.
2001112$925,537$183,097$15,258iApproximate average salary by contribution assumption: employee only about $381,452 at 4% or $254,301 at 6%; with 50% employer match about $254,301 at 4% or $169,534 at 6%; with 100% employer match about $190,726 at 4% or $127,151 at 6%.
Trust-12$925,537$183,097$15,258iApproximate average salary by contribution assumption: employee only about $381,452 at 4% or $254,301 at 6%; with 50% employer match about $254,301 at 4% or $169,534 at 6%; with 100% employer match about $190,726 at 4% or $127,151 at 6%.
2000111$848,524$168,669$15,334iApproximate average salary by contribution assumption: employee only about $383,339 at 4% or $255,559 at 6%; with 50% employer match about $255,559 at 4% or $170,373 at 6%; with 100% employer match about $191,669 at 4% or $127,780 at 6%.
Trust-11$848,524$168,669$15,334iApproximate average salary by contribution assumption: employee only about $383,339 at 4% or $255,559 at 6%; with 50% employer match about $255,559 at 4% or $170,373 at 6%; with 100% employer match about $191,669 at 4% or $127,780 at 6%.
1999110$941,021$158,125$15,813iApproximate average salary by contribution assumption: employee only about $395,313 at 4% or $263,542 at 6%; with 50% employer match about $263,542 at 4% or $175,694 at 6%; with 100% employer match about $197,656 at 4% or $131,771 at 6%.
Trust-10$941,021$158,125$15,813iApproximate average salary by contribution assumption: employee only about $395,313 at 4% or $263,542 at 6%; with 50% employer match about $263,542 at 4% or $175,694 at 6%; with 100% employer match about $197,656 at 4% or $131,771 at 6%.