Civic Intelligence

H.D. Vest Inc.

Plan context: H.D. Vest Inc. Salary Savings Plan

EIN 75-2154244 • 21 filings • 6 plans

Current Snapshot

Latest Year

2017

2017 Participants

289

2017 Assets

$21,578,872

2017 Contributions

$281,481

Historical Graphs

Total Assets Over Time

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

$21,578,872$10,789,436$0199920132016YearValue
$21,578,872Latest year 2016

Participants Over Time

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

3801900199920122016YearValue
289Latest year 2016

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
201720$0$281,481-
H.D. Vest Inc. Salary Savings Plan-0-$281,481-
Hd Vest Inc. Employees Flexible Benefit Plan-0---
20162289$21,578,872$2,410,028$8,339iApproximate average salary by contribution assumption: employee only about $208,480 at 4% or $138,987 at 6%; with 50% employer match about $138,987 at 4% or $92,658 at 6%; with 100% employer match about $104,240 at 4% or $69,493 at 6%.
H.D. Vest Inc. Salary Savings Plan-289$21,578,872$2,410,028$8,339iApproximate average salary by contribution assumption: employee only about $208,480 at 4% or $138,987 at 6%; with 50% employer match about $138,987 at 4% or $92,658 at 6%; with 100% employer match about $104,240 at 4% or $69,493 at 6%.
Hd Vest Inc. Employees Flexible Benefit Plan-286---
20152293$19,081,499$2,293,982$7,829iApproximate average salary by contribution assumption: employee only about $195,732 at 4% or $130,488 at 6%; with 50% employer match about $130,488 at 4% or $86,992 at 6%; with 100% employer match about $97,866 at 4% or $65,244 at 6%.
H.D. Vest Inc. Salary Savings Plan-293$19,081,499$2,293,982$7,829iApproximate average salary by contribution assumption: employee only about $195,732 at 4% or $130,488 at 6%; with 50% employer match about $130,488 at 4% or $86,992 at 6%; with 100% employer match about $97,866 at 4% or $65,244 at 6%.
Hd Vest Inc. Employees Flexible Benefit Plan-293---
20142314$18,969,133$2,274,786$7,245iApproximate average salary by contribution assumption: employee only about $181,114 at 4% or $120,742 at 6%; with 50% employer match about $120,742 at 4% or $80,495 at 6%; with 100% employer match about $90,557 at 4% or $60,371 at 6%.
H.D. Vest Inc. Salary Savings Plan-313$18,969,133$2,274,786$7,268iApproximate average salary by contribution assumption: employee only about $181,692 at 4% or $121,128 at 6%; with 50% employer match about $121,128 at 4% or $80,752 at 6%; with 100% employer match about $90,846 at 4% or $60,564 at 6%.
Hd Vest Inc. Employees Flexible Benefit Plan-314---
20132313$16,976,661$2,225,173$7,109iApproximate average salary by contribution assumption: employee only about $177,729 at 4% or $118,486 at 6%; with 50% employer match about $118,486 at 4% or $78,991 at 6%; with 100% employer match about $88,865 at 4% or $59,243 at 6%.
H.D. Vest Inc. Salary Savings Plan-309$16,976,661$2,225,173$7,201iApproximate average salary by contribution assumption: employee only about $180,030 at 4% or $120,020 at 6%; with 50% employer match about $120,020 at 4% or $80,013 at 6%; with 100% employer match about $90,015 at 4% or $60,010 at 6%.
Hd Vest Inc. Employees Flexible Benefit Plan-313---
20122303$12,878,829$2,809,709$9,273iApproximate average salary by contribution assumption: employee only about $231,824 at 4% or $154,549 at 6%; with 50% employer match about $154,549 at 4% or $103,033 at 6%; with 100% employer match about $115,912 at 4% or $77,275 at 6%.
H.D. Vest Inc. Salary Savings Plan-299$12,878,829$2,809,709$9,397iApproximate average salary by contribution assumption: employee only about $234,926 at 4% or $156,617 at 6%; with 50% employer match about $156,617 at 4% or $104,411 at 6%; with 100% employer match about $117,463 at 4% or $78,309 at 6%.
Hd Vest Inc. Employees Flexible Benefit Plan-303---
20112277$9,134,515$314,366$1,135iApproximate average salary by contribution assumption: employee only about $28,372 at 4% or $18,915 at 6%; with 50% employer match about $18,915 at 4% or $12,610 at 6%; with 100% employer match about $14,186 at 4% or $9,457 at 6%.
H.D. Vest Inc. Salary Savings Plan-277$9,134,515$314,366$1,135iApproximate average salary by contribution assumption: employee only about $28,372 at 4% or $18,915 at 6%; with 50% employer match about $18,915 at 4% or $12,610 at 6%; with 100% employer match about $14,186 at 4% or $9,457 at 6%.
Hd Vest Inc. Employees Flexible Benefit Plan-277---
20012366$0$1,125,304$3,075iApproximate average salary by contribution assumption: employee only about $76,865 at 4% or $51,243 at 6%; with 50% employer match about $51,243 at 4% or $34,162 at 6%; with 100% employer match about $38,433 at 4% or $25,622 at 6%.
H.D. VEST FINANCIAL SERVICES WELFARE BENEFIT PLAN-366---
H.D. Vest Inc. Salary Savings Plan-0-$1,125,304-
20003380$5,133,285$1,708,926$4,497iApproximate average salary by contribution assumption: employee only about $112,429 at 4% or $74,953 at 6%; with 50% employer match about $74,953 at 4% or $49,969 at 6%; with 100% employer match about $56,215 at 4% or $37,476 at 6%.
H.D. Vest Inc. Salary Savings Plan-259$5,133,285$1,708,926$6,598iApproximate average salary by contribution assumption: employee only about $164,954 at 4% or $109,969 at 6%; with 50% employer match about $109,969 at 4% or $73,313 at 6%; with 100% employer match about $82,477 at 4% or $54,985 at 6%.
Hd Vest Inc. Employees Flexible Benefit Plan-379---
H.D. VEST FINANCIAL SERVICES WELFARE BENEFIT PLAN-380---
19992332$5,066,606$1,373,672$4,138iApproximate average salary by contribution assumption: employee only about $103,439 at 4% or $68,959 at 6%; with 50% employer match about $68,959 at 4% or $45,973 at 6%; with 100% employer match about $51,720 at 4% or $34,480 at 6%.
H.D. Vest Inc. Salary Savings Plan-332$5,066,606$1,373,672$4,138iApproximate average salary by contribution assumption: employee only about $103,439 at 4% or $68,959 at 6%; with 50% employer match about $68,959 at 4% or $45,973 at 6%; with 100% employer match about $51,720 at 4% or $34,480 at 6%.
Hd Vest Inc. Employees Flexible Benefit Plan-330---