Civic Intelligence

Hepper, Patton & Associates LLC

Plan context: Hepper, Patton & Associates LLC 401K Profit Sharing Plan

EIN 62-1741324 • Brentwood, TN • 18 filings • 4 plans

5217 Maryland WaySuite 401Brentwood, TN 37027
Current Snapshot

Latest Year

2016

2016 Participants

7

2016 Assets

$3,518,295

2016 Contributions

$82,835

Historical Graphs

Total Assets Over Time

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

$3,927,846$1,963,923$0199920072015YearValue
$3,518,295Latest year 2015

Participants Over Time

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

840199920072015YearValue
7Latest year 2015

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
201610$0$0-
Hepper, Patton & Associates LLC 401K Profit Sharing Plan-0$0--
201517$3,518,295$82,835$11,834iApproximate average salary by contribution assumption: employee only about $295,839 at 4% or $197,226 at 6%; with 50% employer match about $197,226 at 4% or $131,484 at 6%; with 100% employer match about $147,920 at 4% or $98,613 at 6%.
Hepper, Patton & Associates LLC 401K Profit Sharing Plan-7$3,518,295$82,835$11,834iApproximate average salary by contribution assumption: employee only about $295,839 at 4% or $197,226 at 6%; with 50% employer match about $197,226 at 4% or $131,484 at 6%; with 100% employer match about $147,920 at 4% or $98,613 at 6%.
201418$3,927,846$116,938$14,617iApproximate average salary by contribution assumption: employee only about $365,431 at 4% or $243,621 at 6%; with 50% employer match about $243,621 at 4% or $162,414 at 6%; with 100% employer match about $182,716 at 4% or $121,810 at 6%.
Hepper, Patton & Associates LLC 401K Profit Sharing Plan-8$3,927,846$116,938$14,617iApproximate average salary by contribution assumption: employee only about $365,431 at 4% or $243,621 at 6%; with 50% employer match about $243,621 at 4% or $162,414 at 6%; with 100% employer match about $182,716 at 4% or $121,810 at 6%.
201316$3,737,557$108,977$18,163iApproximate average salary by contribution assumption: employee only about $454,071 at 4% or $302,714 at 6%; with 50% employer match about $302,714 at 4% or $201,809 at 6%; with 100% employer match about $227,035 at 4% or $151,357 at 6%.
Hepper, Patton & Associates LLC 401K Profit Sharing Plan-6$3,737,557$108,977$18,163iApproximate average salary by contribution assumption: employee only about $454,071 at 4% or $302,714 at 6%; with 50% employer match about $302,714 at 4% or $201,809 at 6%; with 100% employer match about $227,035 at 4% or $151,357 at 6%.
201216$3,138,187$190,367$31,728iApproximate average salary by contribution assumption: employee only about $793,196 at 4% or $528,797 at 6%; with 50% employer match about $528,797 at 4% or $352,531 at 6%; with 100% employer match about $396,598 at 4% or $264,399 at 6%.
Hepper, Patton & Associates LLC 401K Profit Sharing Plan-6$3,138,187$190,367$31,728iApproximate average salary by contribution assumption: employee only about $793,196 at 4% or $528,797 at 6%; with 50% employer match about $528,797 at 4% or $352,531 at 6%; with 100% employer match about $396,598 at 4% or $264,399 at 6%.
201115$2,626,507$100,024$20,005iApproximate average salary by contribution assumption: employee only about $500,120 at 4% or $333,413 at 6%; with 50% employer match about $333,413 at 4% or $222,276 at 6%; with 100% employer match about $250,060 at 4% or $166,707 at 6%.
Hepper, Patton & Associates LLC 401K Profit Sharing Plan-5$2,626,507$100,024$20,005iApproximate average salary by contribution assumption: employee only about $500,120 at 4% or $333,413 at 6%; with 50% employer match about $333,413 at 4% or $222,276 at 6%; with 100% employer match about $250,060 at 4% or $166,707 at 6%.
201015$2,703,210$96,685$19,337iApproximate average salary by contribution assumption: employee only about $483,425 at 4% or $322,283 at 6%; with 50% employer match about $322,283 at 4% or $214,856 at 6%; with 100% employer match about $241,713 at 4% or $161,142 at 6%.
Hepper, Patton & Associates LLC 401K Profit Sharing Plan-5$2,703,210$96,685$19,337iApproximate average salary by contribution assumption: employee only about $483,425 at 4% or $322,283 at 6%; with 50% employer match about $322,283 at 4% or $214,856 at 6%; with 100% employer match about $241,713 at 4% or $161,142 at 6%.
200915$2,241,670$97,667$19,533iApproximate average salary by contribution assumption: employee only about $488,335 at 4% or $325,557 at 6%; with 50% employer match about $325,557 at 4% or $217,038 at 6%; with 100% employer match about $244,168 at 4% or $162,778 at 6%.
Hepper, Patton & Associates LLC 401K Profit Sharing Plan-5$2,241,670$97,667$19,533iApproximate average salary by contribution assumption: employee only about $488,335 at 4% or $325,557 at 6%; with 50% employer match about $325,557 at 4% or $217,038 at 6%; with 100% employer match about $244,168 at 4% or $162,778 at 6%.
200815$1,648,587$93,792$18,758iApproximate average salary by contribution assumption: employee only about $468,960 at 4% or $312,640 at 6%; with 50% employer match about $312,640 at 4% or $208,427 at 6%; with 100% employer match about $234,480 at 4% or $156,320 at 6%.
Hepper, Patton & Associates LLC 401K Profit Sharing Plan-5$1,648,587$93,792$18,758iApproximate average salary by contribution assumption: employee only about $468,960 at 4% or $312,640 at 6%; with 50% employer match about $312,640 at 4% or $208,427 at 6%; with 100% employer match about $234,480 at 4% or $156,320 at 6%.
200715$2,422,812$92,713$18,543iApproximate average salary by contribution assumption: employee only about $463,565 at 4% or $309,043 at 6%; with 50% employer match about $309,043 at 4% or $206,029 at 6%; with 100% employer match about $231,782 at 4% or $154,522 at 6%.
Hepper, Patton & Associates LLC 401K Profit Sharing Plan-5$2,422,812$92,713$18,543iApproximate average salary by contribution assumption: employee only about $463,565 at 4% or $309,043 at 6%; with 50% employer match about $309,043 at 4% or $206,029 at 6%; with 100% employer match about $231,782 at 4% or $154,522 at 6%.
200615$2,310,779$90,240$18,048iApproximate average salary by contribution assumption: employee only about $451,200 at 4% or $300,800 at 6%; with 50% employer match about $300,800 at 4% or $200,533 at 6%; with 100% employer match about $225,600 at 4% or $150,400 at 6%.
Hepper, Patton & Associates LLC 401K Profit Sharing Plan-5$2,310,779$90,240$18,048iApproximate average salary by contribution assumption: employee only about $451,200 at 4% or $300,800 at 6%; with 50% employer match about $300,800 at 4% or $200,533 at 6%; with 100% employer match about $225,600 at 4% or $150,400 at 6%.
200515$2,016,124$93,978$18,796iApproximate average salary by contribution assumption: employee only about $469,890 at 4% or $313,260 at 6%; with 50% employer match about $313,260 at 4% or $208,840 at 6%; with 100% employer match about $234,945 at 4% or $156,630 at 6%.
Hepper, Patton & Associates LLC 401K Profit Sharing Plan-5$2,016,124$93,978$18,796iApproximate average salary by contribution assumption: employee only about $469,890 at 4% or $313,260 at 6%; with 50% employer match about $313,260 at 4% or $208,840 at 6%; with 100% employer match about $234,945 at 4% or $156,630 at 6%.
200416$1,744,080$84,278$14,046iApproximate average salary by contribution assumption: employee only about $351,158 at 4% or $234,106 at 6%; with 50% employer match about $234,106 at 4% or $156,070 at 6%; with 100% employer match about $175,579 at 4% or $117,053 at 6%.
Hepper, Patton & Associates LLC 401K Profit Sharing Plan-6$1,744,080$84,278$14,046iApproximate average salary by contribution assumption: employee only about $351,158 at 4% or $234,106 at 6%; with 50% employer match about $234,106 at 4% or $156,070 at 6%; with 100% employer match about $175,579 at 4% or $117,053 at 6%.
200316$1,446,866$1,163,248$193,875iApproximate average salary by contribution assumption: employee only about $4,846,867 at 4% or $3,231,244 at 6%; with 50% employer match about $3,231,244 at 4% or $2,154,163 at 6%; with 100% employer match about $2,423,433 at 4% or $1,615,622 at 6%.
Hepper, Patton & Associates LLC 401K Profit Sharing Plan-6$1,446,866$1,163,248$193,875iApproximate average salary by contribution assumption: employee only about $4,846,867 at 4% or $3,231,244 at 6%; with 50% employer match about $3,231,244 at 4% or $2,154,163 at 6%; with 100% employer match about $2,423,433 at 4% or $1,615,622 at 6%.
200215$208,522$74,717$14,943iApproximate average salary by contribution assumption: employee only about $373,585 at 4% or $249,057 at 6%; with 50% employer match about $249,057 at 4% or $166,038 at 6%; with 100% employer match about $186,793 at 4% or $124,528 at 6%.
Hepper, Patton & Associates LLC 401K Profit Sharing Plan-5$208,522$74,717$14,943iApproximate average salary by contribution assumption: employee only about $373,585 at 4% or $249,057 at 6%; with 50% employer match about $249,057 at 4% or $166,038 at 6%; with 100% employer match about $186,793 at 4% or $124,528 at 6%.
200115$152,363$46,425$9,285iApproximate average salary by contribution assumption: employee only about $232,125 at 4% or $154,750 at 6%; with 50% employer match about $154,750 at 4% or $103,167 at 6%; with 100% employer match about $116,063 at 4% or $77,375 at 6%.
Hepper, Patton & Associates LLC 401K Profit Sharing Plan-5$152,363$46,425$9,285iApproximate average salary by contribution assumption: employee only about $232,125 at 4% or $154,750 at 6%; with 50% employer match about $154,750 at 4% or $103,167 at 6%; with 100% employer match about $116,063 at 4% or $77,375 at 6%.
200014$109,695$44,930$11,233iApproximate average salary by contribution assumption: employee only about $280,813 at 4% or $187,208 at 6%; with 50% employer match about $187,208 at 4% or $124,806 at 6%; with 100% employer match about $140,406 at 4% or $93,604 at 6%.
Hepper, Patton & Associates LLC 401K Profit Sharing Plan-4$109,695$44,930$11,233iApproximate average salary by contribution assumption: employee only about $280,813 at 4% or $187,208 at 6%; with 50% employer match about $187,208 at 4% or $124,806 at 6%; with 100% employer match about $140,406 at 4% or $93,604 at 6%.
199914$74,942$38,624$9,656iApproximate average salary by contribution assumption: employee only about $241,400 at 4% or $160,933 at 6%; with 50% employer match about $160,933 at 4% or $107,289 at 6%; with 100% employer match about $120,700 at 4% or $80,467 at 6%.
Hepper, Patton & Associates LLC 401K Profit Sharing Plan-4$74,942$38,624$9,656iApproximate average salary by contribution assumption: employee only about $241,400 at 4% or $160,933 at 6%; with 50% employer match about $160,933 at 4% or $107,289 at 6%; with 100% employer match about $120,700 at 4% or $80,467 at 6%.