Civic Intelligence

Abernathy, Roeder, Boyd & Hullett PC.

Plan context: Abernathy, Roeder, Boyd & Hullett PC. 401(K) Profit Sharing Plan and Trust

EIN 75-2219116 • Mckinney, TX • 25 filings • 3 plans

1700 Redbud Blvd.Suite 300Mckinney, TX 75069
Current Snapshot

Latest Year

2024

2024 Participants

60

2024 Assets

$9,054,014

2024 Contributions

$878,682

Historical Graphs

Total Assets Over Time

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

$9,054,014$4,527,007$0200120132024YearValue
$9,054,014Latest year 2024

Participants Over Time

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

60300200020122024YearValue
60Latest 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
2024160$9,054,014$878,682$14,645iApproximate average salary by contribution assumption: employee only about $366,118 at 4% or $244,078 at 6%; with 50% employer match about $244,078 at 4% or $162,719 at 6%; with 100% employer match about $183,059 at 4% or $122,039 at 6%.
Abernathy, Roeder, Boyd & Hullett PC. 401(K) Profit Sharing Plan and Trust-60$9,054,014$878,682$14,645iApproximate average salary by contribution assumption: employee only about $366,118 at 4% or $244,078 at 6%; with 50% employer match about $244,078 at 4% or $162,719 at 6%; with 100% employer match about $183,059 at 4% or $122,039 at 6%.
2023156$7,639,034$889,892$15,891iApproximate average salary by contribution assumption: employee only about $397,273 at 4% or $264,849 at 6%; with 50% employer match about $264,849 at 4% or $176,566 at 6%; with 100% employer match about $198,637 at 4% or $132,424 at 6%.
Abernathy, Roeder, Boyd & Hullett PC. 401(K) Profit Sharing Plan and Trust-56$7,639,034$889,892$15,891iApproximate average salary by contribution assumption: employee only about $397,273 at 4% or $264,849 at 6%; with 50% employer match about $264,849 at 4% or $176,566 at 6%; with 100% employer match about $198,637 at 4% or $132,424 at 6%.
2022155$7,992,509$739,248$13,441iApproximate average salary by contribution assumption: employee only about $336,022 at 4% or $224,015 at 6%; with 50% employer match about $224,015 at 4% or $149,343 at 6%; with 100% employer match about $168,011 at 4% or $112,007 at 6%.
Abernathy, Roeder, Boyd & Hullett PC. 401(K) Profit Sharing Plan and Trust-55$7,992,509$739,248$13,441iApproximate average salary by contribution assumption: employee only about $336,022 at 4% or $224,015 at 6%; with 50% employer match about $224,015 at 4% or $149,343 at 6%; with 100% employer match about $168,011 at 4% or $112,007 at 6%.
2021153$8,974,153$646,821$12,204iApproximate average salary by contribution assumption: employee only about $305,104 at 4% or $203,403 at 6%; with 50% employer match about $203,403 at 4% or $135,602 at 6%; with 100% employer match about $152,552 at 4% or $101,701 at 6%.
Abernathy, Roeder, Boyd & Hullett PC. 401(K) Profit Sharing Plan and Trust-53$8,974,153$646,821$12,204iApproximate average salary by contribution assumption: employee only about $305,104 at 4% or $203,403 at 6%; with 50% employer match about $203,403 at 4% or $135,602 at 6%; with 100% employer match about $152,552 at 4% or $101,701 at 6%.
2020148$7,515,474$625,412$13,029iApproximate average salary by contribution assumption: employee only about $325,735 at 4% or $217,157 at 6%; with 50% employer match about $217,157 at 4% or $144,771 at 6%; with 100% employer match about $162,868 at 4% or $108,578 at 6%.
Abernathy, Roeder, Boyd & Hullett PC. 401(K) Profit Sharing Plan and Trust-48$7,515,474$625,412$13,029iApproximate average salary by contribution assumption: employee only about $325,735 at 4% or $217,157 at 6%; with 50% employer match about $217,157 at 4% or $144,771 at 6%; with 100% employer match about $162,868 at 4% or $108,578 at 6%.
2019151$6,286,287$608,866$11,939iApproximate average salary by contribution assumption: employee only about $298,464 at 4% or $198,976 at 6%; with 50% employer match about $198,976 at 4% or $132,651 at 6%; with 100% employer match about $149,232 at 4% or $99,488 at 6%.
Abernathy, Roeder, Boyd & Hullett PC. 401(K) Profit Sharing Plan and Trust-51$6,286,287$608,866$11,939iApproximate average salary by contribution assumption: employee only about $298,464 at 4% or $198,976 at 6%; with 50% employer match about $198,976 at 4% or $132,651 at 6%; with 100% employer match about $149,232 at 4% or $99,488 at 6%.
2018157$5,336,646$935,734$16,416iApproximate average salary by contribution assumption: employee only about $410,410 at 4% or $273,606 at 6%; with 50% employer match about $273,606 at 4% or $182,404 at 6%; with 100% employer match about $205,205 at 4% or $136,803 at 6%.
Abernathy, Roeder, Boyd & Hullett PC. 401(K) Profit Sharing Plan and Trust-57$5,336,646$935,734$16,416iApproximate average salary by contribution assumption: employee only about $410,410 at 4% or $273,606 at 6%; with 50% employer match about $273,606 at 4% or $182,404 at 6%; with 100% employer match about $205,205 at 4% or $136,803 at 6%.
2017149$5,707,128$502,309$10,251iApproximate average salary by contribution assumption: employee only about $256,280 at 4% or $170,853 at 6%; with 50% employer match about $170,853 at 4% or $113,902 at 6%; with 100% employer match about $128,140 at 4% or $85,427 at 6%.
Abernathy, Roeder, Boyd & Hullett PC. 401(K) Profit Sharing Plan and Trust-49$5,707,128$502,309$10,251iApproximate average salary by contribution assumption: employee only about $256,280 at 4% or $170,853 at 6%; with 50% employer match about $170,853 at 4% or $113,902 at 6%; with 100% employer match about $128,140 at 4% or $85,427 at 6%.
2016147$5,004,320$738,756$15,718iApproximate average salary by contribution assumption: employee only about $392,955 at 4% or $261,970 at 6%; with 50% employer match about $261,970 at 4% or $174,647 at 6%; with 100% employer match about $196,478 at 4% or $130,985 at 6%.
Abernathy, Roeder, Boyd & Hullett PC. 401(K) Profit Sharing Plan and Trust-47$5,004,320$738,756$15,718iApproximate average salary by contribution assumption: employee only about $392,955 at 4% or $261,970 at 6%; with 50% employer match about $261,970 at 4% or $174,647 at 6%; with 100% employer match about $196,478 at 4% or $130,985 at 6%.
2015146$3,966,283$454,101$9,872iApproximate average salary by contribution assumption: employee only about $246,794 at 4% or $164,529 at 6%; with 50% employer match about $164,529 at 4% or $109,686 at 6%; with 100% employer match about $123,397 at 4% or $82,265 at 6%.
Abernathy, Roeder, Boyd & Hullett PC. 401(K) Profit Sharing Plan and Trust-46$3,966,283$454,101$9,872iApproximate average salary by contribution assumption: employee only about $246,794 at 4% or $164,529 at 6%; with 50% employer match about $164,529 at 4% or $109,686 at 6%; with 100% employer match about $123,397 at 4% or $82,265 at 6%.
2014145$4,389,090$529,282$11,762iApproximate average salary by contribution assumption: employee only about $294,046 at 4% or $196,030 at 6%; with 50% employer match about $196,030 at 4% or $130,687 at 6%; with 100% employer match about $147,023 at 4% or $98,015 at 6%.
Abernathy, Roeder, Boyd & Hullett PC. 401(K) Profit Sharing Plan and Trust-45$4,389,090$529,282$11,762iApproximate average salary by contribution assumption: employee only about $294,046 at 4% or $196,030 at 6%; with 50% employer match about $196,030 at 4% or $130,687 at 6%; with 100% employer match about $147,023 at 4% or $98,015 at 6%.
2013143$3,695,878$345,671$8,039iApproximate average salary by contribution assumption: employee only about $200,972 at 4% or $133,981 at 6%; with 50% employer match about $133,981 at 4% or $89,321 at 6%; with 100% employer match about $100,486 at 4% or $66,991 at 6%.
Abernathy, Roeder, Boyd & Hullett PC. 401(K) Profit Sharing Plan and Trust-43$3,695,878$345,671$8,039iApproximate average salary by contribution assumption: employee only about $200,972 at 4% or $133,981 at 6%; with 50% employer match about $133,981 at 4% or $89,321 at 6%; with 100% employer match about $100,486 at 4% or $66,991 at 6%.
2012142$3,052,679$288,775$6,876iApproximate average salary by contribution assumption: employee only about $171,890 at 4% or $114,593 at 6%; with 50% employer match about $114,593 at 4% or $76,396 at 6%; with 100% employer match about $85,945 at 4% or $57,297 at 6%.
Abernathy, Roeder, Boyd & Hullett PC. 401(K) Profit Sharing Plan and Trust-42$3,052,679$288,775$6,876iApproximate average salary by contribution assumption: employee only about $171,890 at 4% or $114,593 at 6%; with 50% employer match about $114,593 at 4% or $76,396 at 6%; with 100% employer match about $85,945 at 4% or $57,297 at 6%.
2011141$2,957,822$237,429$5,791iApproximate average salary by contribution assumption: employee only about $144,774 at 4% or $96,516 at 6%; with 50% employer match about $96,516 at 4% or $64,344 at 6%; with 100% employer match about $72,387 at 4% or $48,258 at 6%.
Abernathy, Roeder, Boyd & Hullett PC. 401(K) Profit Sharing Plan and Trust-41$2,957,822$237,429$5,791iApproximate average salary by contribution assumption: employee only about $144,774 at 4% or $96,516 at 6%; with 50% employer match about $96,516 at 4% or $64,344 at 6%; with 100% employer match about $72,387 at 4% or $48,258 at 6%.
2010142$2,867,615$267,433$6,367iApproximate average salary by contribution assumption: employee only about $159,186 at 4% or $106,124 at 6%; with 50% employer match about $106,124 at 4% or $70,749 at 6%; with 100% employer match about $79,593 at 4% or $53,062 at 6%.
Abernathy, Roeder, Boyd & Hullett PC. 401(K) Profit Sharing Plan and Trust-42$2,867,615$267,433$6,367iApproximate average salary by contribution assumption: employee only about $159,186 at 4% or $106,124 at 6%; with 50% employer match about $106,124 at 4% or $70,749 at 6%; with 100% employer match about $79,593 at 4% or $53,062 at 6%.
2009139$2,456,808$177,538$4,552iApproximate average salary by contribution assumption: employee only about $113,806 at 4% or $75,871 at 6%; with 50% employer match about $75,871 at 4% or $50,581 at 6%; with 100% employer match about $56,903 at 4% or $37,935 at 6%.
Abernathy, Roeder, Boyd & Hullett PC. 401(K) Profit Sharing Plan and Trust-39$2,456,808$177,538$4,552iApproximate average salary by contribution assumption: employee only about $113,806 at 4% or $75,871 at 6%; with 50% employer match about $75,871 at 4% or $50,581 at 6%; with 100% employer match about $56,903 at 4% or $37,935 at 6%.
2008150$1,891,366$176,666$3,533iApproximate average salary by contribution assumption: employee only about $88,333 at 4% or $58,889 at 6%; with 50% employer match about $58,889 at 4% or $39,259 at 6%; with 100% employer match about $44,167 at 4% or $29,444 at 6%.
Abernathy, Roeder, Boyd & Hullett PC. 401(K) Profit Sharing Plan and Trust-50$1,891,366$176,666$3,533iApproximate average salary by contribution assumption: employee only about $88,333 at 4% or $58,889 at 6%; with 50% employer match about $58,889 at 4% or $39,259 at 6%; with 100% employer match about $44,167 at 4% or $29,444 at 6%.
2007147$2,432,863$271,198$5,770iApproximate average salary by contribution assumption: employee only about $144,254 at 4% or $96,170 at 6%; with 50% employer match about $96,170 at 4% or $64,113 at 6%; with 100% employer match about $72,127 at 4% or $48,085 at 6%.
Abernathy, Roeder, Boyd & Hullett PC. 401(K) Profit Sharing Plan and Trust-47$2,432,863$271,198$5,770iApproximate average salary by contribution assumption: employee only about $144,254 at 4% or $96,170 at 6%; with 50% employer match about $96,170 at 4% or $64,113 at 6%; with 100% employer match about $72,127 at 4% or $48,085 at 6%.
2006143$1,985,882$257,620$5,991iApproximate average salary by contribution assumption: employee only about $149,779 at 4% or $99,853 at 6%; with 50% employer match about $99,853 at 4% or $66,568 at 6%; with 100% employer match about $74,890 at 4% or $49,926 at 6%.
Abernathy, Roeder, Boyd & Hullett PC. 401(K) Profit Sharing Plan and Trust-43$1,985,882$257,620$5,991iApproximate average salary by contribution assumption: employee only about $149,779 at 4% or $99,853 at 6%; with 50% employer match about $99,853 at 4% or $66,568 at 6%; with 100% employer match about $74,890 at 4% or $49,926 at 6%.
2005140$1,555,769$226,600$5,665iApproximate average salary by contribution assumption: employee only about $141,625 at 4% or $94,417 at 6%; with 50% employer match about $94,417 at 4% or $62,944 at 6%; with 100% employer match about $70,813 at 4% or $47,208 at 6%.
Abernathy, Roeder, Boyd & Hullett PC. 401(K) Profit Sharing Plan and Trust-40$1,555,769$226,600$5,665iApproximate average salary by contribution assumption: employee only about $141,625 at 4% or $94,417 at 6%; with 50% employer match about $94,417 at 4% or $62,944 at 6%; with 100% employer match about $70,813 at 4% or $47,208 at 6%.
2004131$1,244,263$185,032$5,969iApproximate average salary by contribution assumption: employee only about $149,219 at 4% or $99,480 at 6%; with 50% employer match about $99,480 at 4% or $66,320 at 6%; with 100% employer match about $74,610 at 4% or $49,740 at 6%.
Abernathy, Roeder, Boyd & Hullett PC. 401(K) Profit Sharing Plan and Trust-31$1,244,263$185,032$5,969iApproximate average salary by contribution assumption: employee only about $149,219 at 4% or $99,480 at 6%; with 50% employer match about $99,480 at 4% or $66,320 at 6%; with 100% employer match about $74,610 at 4% or $49,740 at 6%.
2003130$938,080$166,143$5,538iApproximate average salary by contribution assumption: employee only about $138,453 at 4% or $92,302 at 6%; with 50% employer match about $92,302 at 4% or $61,534 at 6%; with 100% employer match about $69,226 at 4% or $46,151 at 6%.
Abernathy, Roeder, Boyd & Hullett PC. 401(K) Profit Sharing Plan and Trust-30$938,080$166,143$5,538iApproximate average salary by contribution assumption: employee only about $138,453 at 4% or $92,302 at 6%; with 50% employer match about $92,302 at 4% or $61,534 at 6%; with 100% employer match about $69,226 at 4% or $46,151 at 6%.
2002130$598,637$148,440$4,948iApproximate average salary by contribution assumption: employee only about $123,700 at 4% or $82,467 at 6%; with 50% employer match about $82,467 at 4% or $54,978 at 6%; with 100% employer match about $61,850 at 4% or $41,233 at 6%.
Abernathy, Roeder, Boyd & Hullett PC. 401(K) Profit Sharing Plan and Trust-30$598,637$148,440$4,948iApproximate average salary by contribution assumption: employee only about $123,700 at 4% or $82,467 at 6%; with 50% employer match about $82,467 at 4% or $54,978 at 6%; with 100% employer match about $61,850 at 4% or $41,233 at 6%.
2001132$634,749$153,955$4,811iApproximate average salary by contribution assumption: employee only about $120,277 at 4% or $80,185 at 6%; with 50% employer match about $80,185 at 4% or $53,457 at 6%; with 100% employer match about $60,139 at 4% or $40,092 at 6%.
Abernathy, Roeder, Boyd & Hullett PC. 401(K) Profit Sharing Plan and Trust-32$634,749$153,955$4,811iApproximate average salary by contribution assumption: employee only about $120,277 at 4% or $80,185 at 6%; with 50% employer match about $80,185 at 4% or $53,457 at 6%; with 100% employer match about $60,139 at 4% or $40,092 at 6%.
2000127$0$0-
Abernathy, Roeder, Boyd & Hullett PC. 401(K) Profit Sharing Plan and Trust-27---