Civic Intelligence

H & R Group Us Inc.

Plan context: H & R Group Inc. 401(K) Plan

EIN 61-1511184 • Houston, TX • 11 filings • 1 plans

2925 Briarpark DrSuite 550Houston, TX 77042
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$1,957,866

2024 Contributions

$332,074

Historical Graphs

Total Assets Over Time

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

$1,957,866$978,933$0201420192024YearValue
$1,957,866Latest year 2024

Participants Over Time

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

1790201420192024YearValue
17Latest 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
2024117$1,957,866$332,074$19,534iApproximate average salary by contribution assumption: employee only about $488,344 at 4% or $325,563 at 6%; with 50% employer match about $325,563 at 4% or $217,042 at 6%; with 100% employer match about $244,172 at 4% or $162,781 at 6%.
H & R Group Inc. 401(K) Plan-17$1,957,866$332,074$19,534iApproximate average salary by contribution assumption: employee only about $488,344 at 4% or $325,563 at 6%; with 50% employer match about $325,563 at 4% or $217,042 at 6%; with 100% employer match about $244,172 at 4% or $162,781 at 6%.
2023115$1,481,573$256,395$17,093iApproximate average salary by contribution assumption: employee only about $427,325 at 4% or $284,883 at 6%; with 50% employer match about $284,883 at 4% or $189,922 at 6%; with 100% employer match about $213,663 at 4% or $142,442 at 6%.
H & R Group Inc. 401(K) Plan-15$1,481,573$256,395$17,093iApproximate average salary by contribution assumption: employee only about $427,325 at 4% or $284,883 at 6%; with 50% employer match about $284,883 at 4% or $189,922 at 6%; with 100% employer match about $213,663 at 4% or $142,442 at 6%.
2022111$1,008,876$231,482$21,044iApproximate average salary by contribution assumption: employee only about $526,095 at 4% or $350,730 at 6%; with 50% employer match about $350,730 at 4% or $233,820 at 6%; with 100% employer match about $263,048 at 4% or $175,365 at 6%.
H & R Group Inc. 401(K) Plan-11$1,008,876$231,482$21,044iApproximate average salary by contribution assumption: employee only about $526,095 at 4% or $350,730 at 6%; with 50% employer match about $350,730 at 4% or $233,820 at 6%; with 100% employer match about $263,048 at 4% or $175,365 at 6%.
2021111$1,238,182$246,293$22,390iApproximate average salary by contribution assumption: employee only about $559,757 at 4% or $373,171 at 6%; with 50% employer match about $373,171 at 4% or $248,781 at 6%; with 100% employer match about $279,878 at 4% or $186,586 at 6%.
H & R Group Inc. 401(K) Plan-11$1,238,182$246,293$22,390iApproximate average salary by contribution assumption: employee only about $559,757 at 4% or $373,171 at 6%; with 50% employer match about $373,171 at 4% or $248,781 at 6%; with 100% employer match about $279,878 at 4% or $186,586 at 6%.
2020114$1,420,643$259,935$18,567iApproximate average salary by contribution assumption: employee only about $464,170 at 4% or $309,446 at 6%; with 50% employer match about $309,446 at 4% or $206,298 at 6%; with 100% employer match about $232,085 at 4% or $154,723 at 6%.
H & R Group Inc. 401(K) Plan-14$1,420,643$259,935$18,567iApproximate average salary by contribution assumption: employee only about $464,170 at 4% or $309,446 at 6%; with 50% employer match about $309,446 at 4% or $206,298 at 6%; with 100% employer match about $232,085 at 4% or $154,723 at 6%.
2019114$1,007,129$312,977$22,356iApproximate average salary by contribution assumption: employee only about $558,888 at 4% or $372,592 at 6%; with 50% employer match about $372,592 at 4% or $248,394 at 6%; with 100% employer match about $279,444 at 4% or $186,296 at 6%.
H & R Group Inc. 401(K) Plan-14$1,007,129$312,977$22,356iApproximate average salary by contribution assumption: employee only about $558,888 at 4% or $372,592 at 6%; with 50% employer match about $372,592 at 4% or $248,394 at 6%; with 100% employer match about $279,444 at 4% or $186,296 at 6%.
2018110$686,859$180,390$18,039iApproximate average salary by contribution assumption: employee only about $450,975 at 4% or $300,650 at 6%; with 50% employer match about $300,650 at 4% or $200,433 at 6%; with 100% employer match about $225,488 at 4% or $150,325 at 6%.
H & R Group Inc. 401(K) Plan-10$686,859$180,390$18,039iApproximate average salary by contribution assumption: employee only about $450,975 at 4% or $300,650 at 6%; with 50% employer match about $300,650 at 4% or $200,433 at 6%; with 100% employer match about $225,488 at 4% or $150,325 at 6%.
2017110$523,519$195,923$19,592iApproximate average salary by contribution assumption: employee only about $489,808 at 4% or $326,538 at 6%; with 50% employer match about $326,538 at 4% or $217,692 at 6%; with 100% employer match about $244,904 at 4% or $163,269 at 6%.
H & R Group Inc. 401(K) Plan-10$523,519$195,923$19,592iApproximate average salary by contribution assumption: employee only about $489,808 at 4% or $326,538 at 6%; with 50% employer match about $326,538 at 4% or $217,692 at 6%; with 100% employer match about $244,904 at 4% or $163,269 at 6%.
201617$291,446$123,195$17,599iApproximate average salary by contribution assumption: employee only about $439,982 at 4% or $293,321 at 6%; with 50% employer match about $293,321 at 4% or $195,548 at 6%; with 100% employer match about $219,991 at 4% or $146,661 at 6%.
H & R Group Inc. 401(K) Plan-7$291,446$123,195$17,599iApproximate average salary by contribution assumption: employee only about $439,982 at 4% or $293,321 at 6%; with 50% employer match about $293,321 at 4% or $195,548 at 6%; with 100% employer match about $219,991 at 4% or $146,661 at 6%.
201516$159,219$91,002$15,167iApproximate average salary by contribution assumption: employee only about $379,175 at 4% or $252,783 at 6%; with 50% employer match about $252,783 at 4% or $168,522 at 6%; with 100% employer match about $189,588 at 4% or $126,392 at 6%.
H & R Group Inc. 401(K) Plan-6$159,219$91,002$15,167iApproximate average salary by contribution assumption: employee only about $379,175 at 4% or $252,783 at 6%; with 50% employer match about $252,783 at 4% or $168,522 at 6%; with 100% employer match about $189,588 at 4% or $126,392 at 6%.
201416$63,461$29,072$4,845iApproximate average salary by contribution assumption: employee only about $121,133 at 4% or $80,756 at 6%; with 50% employer match about $80,756 at 4% or $53,837 at 6%; with 100% employer match about $60,567 at 4% or $40,378 at 6%.
H & R Group Inc. 401(K) Plan-6$63,461$29,072$4,845iApproximate average salary by contribution assumption: employee only about $121,133 at 4% or $80,756 at 6%; with 50% employer match about $80,756 at 4% or $53,837 at 6%; with 100% employer match about $60,567 at 4% or $40,378 at 6%.