H. N. FUNKHOUSER AND CO.
Plan context: H.N. Funkhouser & Co. 401(K) Plan
EIN 54-0832075 • Winchester, VA • 37 filings • 15 plans
Current Snapshot
Latest Year
2024
2024 Participants
242
2024 Assets
$6,163,586
2024 Contributions
$426,805
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 242 | $6,163,586 | $426,805 | $1,764iApproximate average salary by contribution assumption: employee only about $44,091 at 4% or $29,394 at 6%; with 50% employer match about $29,394 at 4% or $19,596 at 6%; with 100% employer match about $22,046 at 4% or $14,697 at 6%. |
| H.N. Funkhouser & Co. 401(K) Plan | - | 242 | $6,163,586 | $426,805 | $1,764iApproximate average salary by contribution assumption: employee only about $44,091 at 4% or $29,394 at 6%; with 50% employer match about $29,394 at 4% or $19,596 at 6%; with 100% employer match about $22,046 at 4% or $14,697 at 6%. |
| Hn Funkhouser & Co. Health Insurance Plan | - | 105 | - | - | - |
| 2023 | 2 | 338 | $5,447,795 | $429,272 | $1,270iApproximate average salary by contribution assumption: employee only about $31,751 at 4% or $21,167 at 6%; with 50% employer match about $21,167 at 4% or $14,112 at 6%; with 100% employer match about $15,875 at 4% or $10,584 at 6%. |
| H.N. Funkhouser & Co. 401(K) Plan | - | 338 | $5,447,795 | $429,272 | $1,270iApproximate average salary by contribution assumption: employee only about $31,751 at 4% or $21,167 at 6%; with 50% employer match about $21,167 at 4% or $14,112 at 6%; with 100% employer match about $15,875 at 4% or $10,584 at 6%. |
| Hn Funkhouser & Co. Health Insurance Plan | - | 115 | - | - | - |
| 2022 | 2 | 256 | $5,136,326 | $483,627 | $1,889iApproximate average salary by contribution assumption: employee only about $47,229 at 4% or $31,486 at 6%; with 50% employer match about $31,486 at 4% or $20,991 at 6%; with 100% employer match about $23,615 at 4% or $15,743 at 6%. |
| H.N. Funkhouser & Co. 401(K) Plan | - | 256 | $5,136,326 | $483,627 | $1,889iApproximate average salary by contribution assumption: employee only about $47,229 at 4% or $31,486 at 6%; with 50% employer match about $31,486 at 4% or $20,991 at 6%; with 100% employer match about $23,615 at 4% or $15,743 at 6%. |
| Hn Funkhouser & Co. Health Insurance Plan | - | 107 | - | - | - |
| 2021 | 2 | 252 | $5,607,967 | $470,005 | $1,865iApproximate average salary by contribution assumption: employee only about $46,627 at 4% or $31,085 at 6%; with 50% employer match about $31,085 at 4% or $20,723 at 6%; with 100% employer match about $23,314 at 4% or $15,542 at 6%. |
| H.N. Funkhouser & Co. 401(K) Plan | - | 252 | $5,607,967 | $470,005 | $1,865iApproximate average salary by contribution assumption: employee only about $46,627 at 4% or $31,085 at 6%; with 50% employer match about $31,085 at 4% or $20,723 at 6%; with 100% employer match about $23,314 at 4% or $15,542 at 6%. |
| Hn Funkhouser & Co. Health Insurance Plan | - | 107 | - | - | - |
| 2020 | 2 | 259 | $5,424,741 | $469,890 | $1,814iApproximate average salary by contribution assumption: employee only about $45,356 at 4% or $30,237 at 6%; with 50% employer match about $30,237 at 4% or $20,158 at 6%; with 100% employer match about $22,678 at 4% or $15,119 at 6%. |
| H.N. Funkhouser & Co. 401(K) Plan | - | 259 | $5,424,741 | $469,890 | $1,814iApproximate average salary by contribution assumption: employee only about $45,356 at 4% or $30,237 at 6%; with 50% employer match about $30,237 at 4% or $20,158 at 6%; with 100% employer match about $22,678 at 4% or $15,119 at 6%. |
| Hn Funkhouser & Co. Health Insurance Plan | - | 132 | - | - | - |
| 2019 | 1 | 230 | $4,567,713 | $416,622 | $1,811iApproximate average salary by contribution assumption: employee only about $45,285 at 4% or $30,190 at 6%; with 50% employer match about $30,190 at 4% or $20,127 at 6%; with 100% employer match about $22,643 at 4% or $15,095 at 6%. |
| H.N. Funkhouser & Co. 401(K) Plan | - | 230 | $4,567,713 | $416,622 | $1,811iApproximate average salary by contribution assumption: employee only about $45,285 at 4% or $30,190 at 6%; with 50% employer match about $30,190 at 4% or $20,127 at 6%; with 100% employer match about $22,643 at 4% or $15,095 at 6%. |
| 2018 | 1 | 251 | $4,263,884 | $396,966 | $1,582iApproximate average salary by contribution assumption: employee only about $39,538 at 4% or $26,359 at 6%; with 50% employer match about $26,359 at 4% or $17,573 at 6%; with 100% employer match about $19,769 at 4% or $13,179 at 6%. |
| H.N. Funkhouser & Co. 401(K) Plan | - | 251 | $4,263,884 | $396,966 | $1,582iApproximate average salary by contribution assumption: employee only about $39,538 at 4% or $26,359 at 6%; with 50% employer match about $26,359 at 4% or $17,573 at 6%; with 100% employer match about $19,769 at 4% or $13,179 at 6%. |
| 2017 | 2 | 260 | $4,671,147 | $500,565 | $1,925iApproximate average salary by contribution assumption: employee only about $48,131 at 4% or $32,088 at 6%; with 50% employer match about $32,088 at 4% or $21,392 at 6%; with 100% employer match about $24,066 at 4% or $16,044 at 6%. |
| H.N. Funkhouser & Co. 401(K) Plan | - | 260 | $4,671,147 | $500,565 | $1,925iApproximate average salary by contribution assumption: employee only about $48,131 at 4% or $32,088 at 6%; with 50% employer match about $32,088 at 4% or $21,392 at 6%; with 100% employer match about $24,066 at 4% or $16,044 at 6%. |
| Hn Funkhouser & Co. Health Insurance Plan | - | 157 | - | - | - |
| 2016 | 2 | 339 | $3,759,732 | $297,082 | $876iApproximate average salary by contribution assumption: employee only about $21,909 at 4% or $14,606 at 6%; with 50% employer match about $14,606 at 4% or $9,737 at 6%; with 100% employer match about $10,954 at 4% or $7,303 at 6%. |
| H.N. Funkhouser & Co. 401(K) Plan | - | 339 | $3,759,732 | $297,082 | $876iApproximate average salary by contribution assumption: employee only about $21,909 at 4% or $14,606 at 6%; with 50% employer match about $14,606 at 4% or $9,737 at 6%; with 100% employer match about $10,954 at 4% or $7,303 at 6%. |
| Hn Funkhouser & Co. Health Insurance Plan | - | 116 | - | - | - |
| 2015 | 1 | 128 | $3,597,243 | $268,954 | $2,101iApproximate average salary by contribution assumption: employee only about $52,530 at 4% or $35,020 at 6%; with 50% employer match about $35,020 at 4% or $23,347 at 6%; with 100% employer match about $26,265 at 4% or $17,510 at 6%. |
| H.N. Funkhouser & Co. 401(K) Plan | - | 128 | $3,597,243 | $268,954 | $2,101iApproximate average salary by contribution assumption: employee only about $52,530 at 4% or $35,020 at 6%; with 50% employer match about $35,020 at 4% or $23,347 at 6%; with 100% employer match about $26,265 at 4% or $17,510 at 6%. |
| 2014 | 1 | 140 | $4,044,549 | $329,001 | $2,350iApproximate average salary by contribution assumption: employee only about $58,750 at 4% or $39,167 at 6%; with 50% employer match about $39,167 at 4% or $26,111 at 6%; with 100% employer match about $29,375 at 4% or $19,583 at 6%. |
| H.N. Funkhouser & Co. 401(K) Plan | - | 140 | $4,044,549 | $329,001 | $2,350iApproximate average salary by contribution assumption: employee only about $58,750 at 4% or $39,167 at 6%; with 50% employer match about $39,167 at 4% or $26,111 at 6%; with 100% employer match about $29,375 at 4% or $19,583 at 6%. |
| 2013 | 1 | 144 | $3,718,283 | $269,411 | $1,871iApproximate average salary by contribution assumption: employee only about $46,773 at 4% or $31,182 at 6%; with 50% employer match about $31,182 at 4% or $20,788 at 6%; with 100% employer match about $23,386 at 4% or $15,591 at 6%. |
| H.N. Funkhouser & Co. 401(K) Plan | - | 144 | $3,718,283 | $269,411 | $1,871iApproximate average salary by contribution assumption: employee only about $46,773 at 4% or $31,182 at 6%; with 50% employer match about $31,182 at 4% or $20,788 at 6%; with 100% employer match about $23,386 at 4% or $15,591 at 6%. |
| 2012 | 1 | 174 | $2,969,121 | $282,259 | $1,622iApproximate average salary by contribution assumption: employee only about $40,554 at 4% or $27,036 at 6%; with 50% employer match about $27,036 at 4% or $18,024 at 6%; with 100% employer match about $20,277 at 4% or $13,518 at 6%. |
| H.N. Funkhouser & Co. 401(K) Plan | - | 174 | $2,969,121 | $282,259 | $1,622iApproximate average salary by contribution assumption: employee only about $40,554 at 4% or $27,036 at 6%; with 50% employer match about $27,036 at 4% or $18,024 at 6%; with 100% employer match about $20,277 at 4% or $13,518 at 6%. |
| 2011 | 1 | 228 | $3,759,071 | $376,113 | $1,650iApproximate average salary by contribution assumption: employee only about $41,240 at 4% or $27,494 at 6%; with 50% employer match about $27,494 at 4% or $18,329 at 6%; with 100% employer match about $20,620 at 4% or $13,747 at 6%. |
| H.N. Funkhouser & Co. 401(K) Plan | - | 228 | $3,759,071 | $376,113 | $1,650iApproximate average salary by contribution assumption: employee only about $41,240 at 4% or $27,494 at 6%; with 50% employer match about $27,494 at 4% or $18,329 at 6%; with 100% employer match about $20,620 at 4% or $13,747 at 6%. |
| 2010 | 1 | 247 | $3,736,327 | $346,850 | $1,404iApproximate average salary by contribution assumption: employee only about $35,106 at 4% or $23,404 at 6%; with 50% employer match about $23,404 at 4% or $15,603 at 6%; with 100% employer match about $17,553 at 4% or $11,702 at 6%. |
| H.N. Funkhouser & Co. 401(K) Plan | - | 247 | $3,736,327 | $346,850 | $1,404iApproximate average salary by contribution assumption: employee only about $35,106 at 4% or $23,404 at 6%; with 50% employer match about $23,404 at 4% or $15,603 at 6%; with 100% employer match about $17,553 at 4% or $11,702 at 6%. |
| 2009 | 1 | 237 | $3,166,057 | $311,214 | $1,313iApproximate average salary by contribution assumption: employee only about $32,828 at 4% or $21,886 at 6%; with 50% employer match about $21,886 at 4% or $14,590 at 6%; with 100% employer match about $16,414 at 4% or $10,943 at 6%. |
| H.N. Funkhouser & Co. 401(K) Plan | - | 237 | $3,166,057 | $311,214 | $1,313iApproximate average salary by contribution assumption: employee only about $32,828 at 4% or $21,886 at 6%; with 50% employer match about $21,886 at 4% or $14,590 at 6%; with 100% employer match about $16,414 at 4% or $10,943 at 6%. |
| 2008 | 2 | 228 | $2,413,424 | $368,437 | $1,616iApproximate average salary by contribution assumption: employee only about $40,399 at 4% or $26,933 at 6%; with 50% employer match about $26,933 at 4% or $17,955 at 6%; with 100% employer match about $20,199 at 4% or $13,466 at 6%. |
| H.N. Funkhouser & Co. 401(K) Plan | - | 228 | $2,413,424 | $368,437 | $1,616iApproximate average salary by contribution assumption: employee only about $40,399 at 4% or $26,933 at 6%; with 50% employer match about $26,933 at 4% or $17,955 at 6%; with 100% employer match about $20,199 at 4% or $13,466 at 6%. |
| HN FUNKHOUSER LIFE & DISABILITY INSURANCE PLAN | - | 85 | - | - | - |
| 2007 | 1 | 208 | $3,509,810 | $403,547 | $1,940iApproximate average salary by contribution assumption: employee only about $48,503 at 4% or $32,335 at 6%; with 50% employer match about $32,335 at 4% or $21,557 at 6%; with 100% employer match about $24,252 at 4% or $16,168 at 6%. |
| H.N. Funkhouser & Co. 401(K) Plan | - | 208 | $3,509,810 | $403,547 | $1,940iApproximate average salary by contribution assumption: employee only about $48,503 at 4% or $32,335 at 6%; with 50% employer match about $32,335 at 4% or $21,557 at 6%; with 100% employer match about $24,252 at 4% or $16,168 at 6%. |
| 2006 | 1 | 187 | $2,974,190 | $377,748 | $2,020iApproximate average salary by contribution assumption: employee only about $50,501 at 4% or $33,667 at 6%; with 50% employer match about $33,667 at 4% or $22,445 at 6%; with 100% employer match about $25,251 at 4% or $16,834 at 6%. |
| H.N. Funkhouser & Co. 401(K) Plan | - | 187 | $2,974,190 | $377,748 | $2,020iApproximate average salary by contribution assumption: employee only about $50,501 at 4% or $33,667 at 6%; with 50% employer match about $33,667 at 4% or $22,445 at 6%; with 100% employer match about $25,251 at 4% or $16,834 at 6%. |
| 2005 | 1 | 158 | $2,481,892 | $299,458 | $1,895iApproximate average salary by contribution assumption: employee only about $47,383 at 4% or $31,588 at 6%; with 50% employer match about $31,588 at 4% or $21,059 at 6%; with 100% employer match about $23,691 at 4% or $15,794 at 6%. |
| H.N. Funkhouser & Co. 401(K) Plan | - | 158 | $2,481,892 | $299,458 | $1,895iApproximate average salary by contribution assumption: employee only about $47,383 at 4% or $31,588 at 6%; with 50% employer match about $31,588 at 4% or $21,059 at 6%; with 100% employer match about $23,691 at 4% or $15,794 at 6%. |
| 2004 | 1 | 201 | $2,124,904 | $168,216 | $837iApproximate average salary by contribution assumption: employee only about $20,922 at 4% or $13,948 at 6%; with 50% employer match about $13,948 at 4% or $9,299 at 6%; with 100% employer match about $10,461 at 4% or $6,974 at 6%. |
| H.N. Funkhouser & Co. 401(K) Plan | - | 201 | $2,124,904 | $168,216 | $837iApproximate average salary by contribution assumption: employee only about $20,922 at 4% or $13,948 at 6%; with 50% employer match about $13,948 at 4% or $9,299 at 6%; with 100% employer match about $10,461 at 4% or $6,974 at 6%. |
| 2003 | 2 | 250 | $3,897,434 | $343,354 | $1,373iApproximate average salary by contribution assumption: employee only about $34,335 at 4% or $22,890 at 6%; with 50% employer match about $22,890 at 4% or $15,260 at 6%; with 100% employer match about $17,168 at 4% or $11,445 at 6%. |
| H.N. Funkhouser & Co. 401(K) Plan | - | 250 | $1,949,258 | $171,677 | $687iApproximate average salary by contribution assumption: employee only about $17,168 at 4% or $11,445 at 6%; with 50% employer match about $11,445 at 4% or $7,630 at 6%; with 100% employer match about $8,584 at 4% or $5,723 at 6%. |
| H.N. Funkhouser & Co. 401(K) Plan | - | 250 | $1,948,176 | $171,677 | $687iApproximate average salary by contribution assumption: employee only about $17,168 at 4% or $11,445 at 6%; with 50% employer match about $11,445 at 4% or $7,630 at 6%; with 100% employer match about $8,584 at 4% or $5,723 at 6%. |
| 2002 | 1 | 225 | $1,593,468 | $155,672 | $692iApproximate average salary by contribution assumption: employee only about $17,297 at 4% or $11,531 at 6%; with 50% employer match about $11,531 at 4% or $7,688 at 6%; with 100% employer match about $8,648 at 4% or $5,766 at 6%. |
| H.N. Funkhouser & Co. 401(K) Plan | - | 225 | $1,593,468 | $155,672 | $692iApproximate average salary by contribution assumption: employee only about $17,297 at 4% or $11,531 at 6%; with 50% employer match about $11,531 at 4% or $7,688 at 6%; with 100% employer match about $8,648 at 4% or $5,766 at 6%. |
| 2001 | 1 | 225 | $1,719,709 | $148,674 | $661iApproximate average salary by contribution assumption: employee only about $16,519 at 4% or $11,013 at 6%; with 50% employer match about $11,013 at 4% or $7,342 at 6%; with 100% employer match about $8,260 at 4% or $5,506 at 6%. |
| H.N. Funkhouser & Co. 401(K) Plan | - | 225 | $1,719,709 | $148,674 | $661iApproximate average salary by contribution assumption: employee only about $16,519 at 4% or $11,013 at 6%; with 50% employer match about $11,013 at 4% or $7,342 at 6%; with 100% employer match about $8,260 at 4% or $5,506 at 6%. |
| 2000 | 4 | 218 | $0 | $0 | - |
| H.N. Funkhouser & Co. 401(K) Plan | - | 173 | - | - | - |
| Hn Funkhouser & Co. Health Insurance Plan | - | 218 | - | - | - |
| H.N. Funkhouser & Co. 401(K) Plan | - | 173 | - | - | - |
| H.N. Funkhouser & Co. 401(K) Plan | - | 173 | - | - | - |