Huppert & Swindlehurst PC
Plan context: Huppert & Swindlehurst PC Profit Sharing Plan & Trust
EIN 81-0342507 • Livingston, MT • 24 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$6,725,551
2024 Contributions
$124,098
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 | 1 | 4 | $6,725,551 | $124,098 | $31,025iApproximate average salary by contribution assumption: employee only about $775,613 at 4% or $517,075 at 6%; with 50% employer match about $517,075 at 4% or $344,717 at 6%; with 100% employer match about $387,806 at 4% or $258,538 at 6%. |
| Huppert & Swindlehurst PC Profit Sharing Plan & Trust | - | 4 | $6,725,551 | $124,098 | $31,025iApproximate average salary by contribution assumption: employee only about $775,613 at 4% or $517,075 at 6%; with 50% employer match about $517,075 at 4% or $344,717 at 6%; with 100% employer match about $387,806 at 4% or $258,538 at 6%. |
| 2023 | 1 | 4 | $5,943,009 | $117,427 | $29,357iApproximate average salary by contribution assumption: employee only about $733,919 at 4% or $489,279 at 6%; with 50% employer match about $489,279 at 4% or $326,186 at 6%; with 100% employer match about $366,959 at 4% or $244,640 at 6%. |
| Huppert & Swindlehurst PC Profit Sharing Plan & Trust | - | 4 | $5,943,009 | $117,427 | $29,357iApproximate average salary by contribution assumption: employee only about $733,919 at 4% or $489,279 at 6%; with 50% employer match about $489,279 at 4% or $326,186 at 6%; with 100% employer match about $366,959 at 4% or $244,640 at 6%. |
| 2022 | 1 | 4 | $5,227,616 | $112,228 | $28,057iApproximate average salary by contribution assumption: employee only about $701,425 at 4% or $467,617 at 6%; with 50% employer match about $467,617 at 4% or $311,744 at 6%; with 100% employer match about $350,713 at 4% or $233,808 at 6%. |
| Huppert & Swindlehurst PC Profit Sharing Plan & Trust | - | 4 | $5,227,616 | $112,228 | $28,057iApproximate average salary by contribution assumption: employee only about $701,425 at 4% or $467,617 at 6%; with 50% employer match about $467,617 at 4% or $311,744 at 6%; with 100% employer match about $350,713 at 4% or $233,808 at 6%. |
| 2021 | 1 | 4 | $6,039,959 | $108,128 | $27,032iApproximate average salary by contribution assumption: employee only about $675,800 at 4% or $450,533 at 6%; with 50% employer match about $450,533 at 4% or $300,356 at 6%; with 100% employer match about $337,900 at 4% or $225,267 at 6%. |
| Huppert & Swindlehurst PC Profit Sharing Plan & Trust | - | 4 | $6,039,959 | $108,128 | $27,032iApproximate average salary by contribution assumption: employee only about $675,800 at 4% or $450,533 at 6%; with 50% employer match about $450,533 at 4% or $300,356 at 6%; with 100% employer match about $337,900 at 4% or $225,267 at 6%. |
| 2020 | 1 | 4 | $5,365,511 | $101,277 | $25,319iApproximate average salary by contribution assumption: employee only about $632,981 at 4% or $421,988 at 6%; with 50% employer match about $421,988 at 4% or $281,325 at 6%; with 100% employer match about $316,491 at 4% or $210,994 at 6%. |
| Huppert & Swindlehurst PC Profit Sharing Plan & Trust | - | 4 | $5,365,511 | $101,277 | $25,319iApproximate average salary by contribution assumption: employee only about $632,981 at 4% or $421,988 at 6%; with 50% employer match about $421,988 at 4% or $281,325 at 6%; with 100% employer match about $316,491 at 4% or $210,994 at 6%. |
| 2019 | 1 | 4 | $4,624,962 | $98,834 | $24,709iApproximate average salary by contribution assumption: employee only about $617,713 at 4% or $411,808 at 6%; with 50% employer match about $411,808 at 4% or $274,539 at 6%; with 100% employer match about $308,856 at 4% or $205,904 at 6%. |
| Huppert & Swindlehurst PC Profit Sharing Plan & Trust | - | 4 | $4,624,962 | $98,834 | $24,709iApproximate average salary by contribution assumption: employee only about $617,713 at 4% or $411,808 at 6%; with 50% employer match about $411,808 at 4% or $274,539 at 6%; with 100% employer match about $308,856 at 4% or $205,904 at 6%. |
| 2018 | 1 | 4 | $3,896,871 | $95,470 | $23,868iApproximate average salary by contribution assumption: employee only about $596,688 at 4% or $397,792 at 6%; with 50% employer match about $397,792 at 4% or $265,194 at 6%; with 100% employer match about $298,344 at 4% or $198,896 at 6%. |
| Huppert & Swindlehurst PC Profit Sharing Plan & Trust | - | 4 | $3,896,871 | $95,470 | $23,868iApproximate average salary by contribution assumption: employee only about $596,688 at 4% or $397,792 at 6%; with 50% employer match about $397,792 at 4% or $265,194 at 6%; with 100% employer match about $298,344 at 4% or $198,896 at 6%. |
| 2017 | 1 | 4 | $4,083,631 | $84,865 | $21,216iApproximate average salary by contribution assumption: employee only about $530,406 at 4% or $353,604 at 6%; with 50% employer match about $353,604 at 4% or $235,736 at 6%; with 100% employer match about $265,203 at 4% or $176,802 at 6%. |
| Huppert & Swindlehurst PC Profit Sharing Plan & Trust | - | 4 | $4,083,631 | $84,865 | $21,216iApproximate average salary by contribution assumption: employee only about $530,406 at 4% or $353,604 at 6%; with 50% employer match about $353,604 at 4% or $235,736 at 6%; with 100% employer match about $265,203 at 4% or $176,802 at 6%. |
| 2016 | 1 | 5 | $3,608,387 | $78,270 | $15,654iApproximate average salary by contribution assumption: employee only about $391,350 at 4% or $260,900 at 6%; with 50% employer match about $260,900 at 4% or $173,933 at 6%; with 100% employer match about $195,675 at 4% or $130,450 at 6%. |
| Huppert & Swindlehurst PC Profit Sharing Plan & Trust | - | 5 | $3,608,387 | $78,270 | $15,654iApproximate average salary by contribution assumption: employee only about $391,350 at 4% or $260,900 at 6%; with 50% employer match about $260,900 at 4% or $173,933 at 6%; with 100% employer match about $195,675 at 4% or $130,450 at 6%. |
| 2015 | 1 | 5 | $3,324,889 | $96,125 | $19,225iApproximate average salary by contribution assumption: employee only about $480,625 at 4% or $320,417 at 6%; with 50% employer match about $320,417 at 4% or $213,611 at 6%; with 100% employer match about $240,313 at 4% or $160,208 at 6%. |
| Huppert & Swindlehurst PC Profit Sharing Plan & Trust | - | 5 | $3,324,889 | $96,125 | $19,225iApproximate average salary by contribution assumption: employee only about $480,625 at 4% or $320,417 at 6%; with 50% employer match about $320,417 at 4% or $213,611 at 6%; with 100% employer match about $240,313 at 4% or $160,208 at 6%. |
| 2014 | 1 | 4 | $3,424,042 | $93,055 | $23,264iApproximate average salary by contribution assumption: employee only about $581,594 at 4% or $387,729 at 6%; with 50% employer match about $387,729 at 4% or $258,486 at 6%; with 100% employer match about $290,797 at 4% or $193,865 at 6%. |
| Huppert & Swindlehurst PC Profit Sharing Plan & Trust | - | 4 | $3,424,042 | $93,055 | $23,264iApproximate average salary by contribution assumption: employee only about $581,594 at 4% or $387,729 at 6%; with 50% employer match about $387,729 at 4% or $258,486 at 6%; with 100% employer match about $290,797 at 4% or $193,865 at 6%. |
| 2013 | 1 | 4 | $3,245,857 | $92,349 | $23,087iApproximate average salary by contribution assumption: employee only about $577,181 at 4% or $384,788 at 6%; with 50% employer match about $384,788 at 4% or $256,525 at 6%; with 100% employer match about $288,591 at 4% or $192,394 at 6%. |
| Huppert & Swindlehurst PC Profit Sharing Plan & Trust | - | 4 | $3,245,857 | $92,349 | $23,087iApproximate average salary by contribution assumption: employee only about $577,181 at 4% or $384,788 at 6%; with 50% employer match about $384,788 at 4% or $256,525 at 6%; with 100% employer match about $288,591 at 4% or $192,394 at 6%. |
| 2012 | 1 | 4 | $2,853,582 | $66,300 | $16,575iApproximate average salary by contribution assumption: employee only about $414,375 at 4% or $276,250 at 6%; with 50% employer match about $276,250 at 4% or $184,167 at 6%; with 100% employer match about $207,188 at 4% or $138,125 at 6%. |
| Huppert & Swindlehurst PC Profit Sharing Plan & Trust | - | 4 | $2,853,582 | $66,300 | $16,575iApproximate average salary by contribution assumption: employee only about $414,375 at 4% or $276,250 at 6%; with 50% employer match about $276,250 at 4% or $184,167 at 6%; with 100% employer match about $207,188 at 4% or $138,125 at 6%. |
| 2010 | 1 | 4 | $2,727,724 | $42,500 | $10,625iApproximate average salary by contribution assumption: employee only about $265,625 at 4% or $177,083 at 6%; with 50% employer match about $177,083 at 4% or $118,056 at 6%; with 100% employer match about $132,813 at 4% or $88,542 at 6%. |
| Huppert & Swindlehurst PC Profit Sharing Plan & Trust | - | 4 | $2,727,724 | $42,500 | $10,625iApproximate average salary by contribution assumption: employee only about $265,625 at 4% or $177,083 at 6%; with 50% employer match about $177,083 at 4% or $118,056 at 6%; with 100% employer match about $132,813 at 4% or $88,542 at 6%. |
| 2009 | 1 | 4 | $2,400,969 | $31,131 | $7,783iApproximate average salary by contribution assumption: employee only about $194,569 at 4% or $129,713 at 6%; with 50% employer match about $129,713 at 4% or $86,475 at 6%; with 100% employer match about $97,284 at 4% or $64,856 at 6%. |
| Huppert & Swindlehurst PC Profit Sharing Plan & Trust | - | 4 | $2,400,969 | $31,131 | $7,783iApproximate average salary by contribution assumption: employee only about $194,569 at 4% or $129,713 at 6%; with 50% employer match about $129,713 at 4% or $86,475 at 6%; with 100% employer match about $97,284 at 4% or $64,856 at 6%. |
| 2008 | 1 | 4 | $1,977,176 | $52,717 | $13,179iApproximate average salary by contribution assumption: employee only about $329,481 at 4% or $219,654 at 6%; with 50% employer match about $219,654 at 4% or $146,436 at 6%; with 100% employer match about $164,741 at 4% or $109,827 at 6%. |
| Huppert & Swindlehurst PC Profit Sharing Plan & Trust | - | 4 | $1,977,176 | $52,717 | $13,179iApproximate average salary by contribution assumption: employee only about $329,481 at 4% or $219,654 at 6%; with 50% employer match about $219,654 at 4% or $146,436 at 6%; with 100% employer match about $164,741 at 4% or $109,827 at 6%. |
| 2007 | 1 | 4 | $2,561,965 | $70,759 | $17,690iApproximate average salary by contribution assumption: employee only about $442,244 at 4% or $294,829 at 6%; with 50% employer match about $294,829 at 4% or $196,553 at 6%; with 100% employer match about $221,122 at 4% or $147,415 at 6%. |
| Huppert & Swindlehurst PC Profit Sharing Plan & Trust | - | 4 | $2,561,965 | $70,759 | $17,690iApproximate average salary by contribution assumption: employee only about $442,244 at 4% or $294,829 at 6%; with 50% employer match about $294,829 at 4% or $196,553 at 6%; with 100% employer match about $221,122 at 4% or $147,415 at 6%. |
| 2006 | 1 | 4 | $2,396,319 | $66,420 | $16,605iApproximate average salary by contribution assumption: employee only about $415,125 at 4% or $276,750 at 6%; with 50% employer match about $276,750 at 4% or $184,500 at 6%; with 100% employer match about $207,563 at 4% or $138,375 at 6%. |
| Huppert & Swindlehurst PC Profit Sharing Plan & Trust | - | 4 | $2,396,319 | $66,420 | $16,605iApproximate average salary by contribution assumption: employee only about $415,125 at 4% or $276,750 at 6%; with 50% employer match about $276,750 at 4% or $184,500 at 6%; with 100% employer match about $207,563 at 4% or $138,375 at 6%. |
| 2005 | 1 | 4 | $2,140,732 | $74,346 | $18,587iApproximate average salary by contribution assumption: employee only about $464,663 at 4% or $309,775 at 6%; with 50% employer match about $309,775 at 4% or $206,517 at 6%; with 100% employer match about $232,331 at 4% or $154,888 at 6%. |
| Huppert & Swindlehurst PC Profit Sharing Plan & Trust | - | 4 | $2,140,732 | $74,346 | $18,587iApproximate average salary by contribution assumption: employee only about $464,663 at 4% or $309,775 at 6%; with 50% employer match about $309,775 at 4% or $206,517 at 6%; with 100% employer match about $232,331 at 4% or $154,888 at 6%. |
| 2004 | 1 | 4 | $2,094,758 | $58,210 | $14,553iApproximate average salary by contribution assumption: employee only about $363,813 at 4% or $242,542 at 6%; with 50% employer match about $242,542 at 4% or $161,694 at 6%; with 100% employer match about $181,906 at 4% or $121,271 at 6%. |
| Huppert & Swindlehurst PC Profit Sharing Plan & Trust | - | 4 | $2,094,758 | $58,210 | $14,553iApproximate average salary by contribution assumption: employee only about $363,813 at 4% or $242,542 at 6%; with 50% employer match about $242,542 at 4% or $161,694 at 6%; with 100% employer match about $181,906 at 4% or $121,271 at 6%. |
| 2003 | 1 | 4 | $1,969,073 | $44,420 | $11,105iApproximate average salary by contribution assumption: employee only about $277,625 at 4% or $185,083 at 6%; with 50% employer match about $185,083 at 4% or $123,389 at 6%; with 100% employer match about $138,813 at 4% or $92,542 at 6%. |
| Huppert & Swindlehurst PC Profit Sharing Plan & Trust | - | 4 | $1,969,073 | $44,420 | $11,105iApproximate average salary by contribution assumption: employee only about $277,625 at 4% or $185,083 at 6%; with 50% employer match about $185,083 at 4% or $123,389 at 6%; with 100% employer match about $138,813 at 4% or $92,542 at 6%. |
| 2002 | 1 | 4 | $1,707,310 | $48,048 | $12,012iApproximate average salary by contribution assumption: employee only about $300,300 at 4% or $200,200 at 6%; with 50% employer match about $200,200 at 4% or $133,467 at 6%; with 100% employer match about $150,150 at 4% or $100,100 at 6%. |
| Huppert & Swindlehurst PC Profit Sharing Plan & Trust | - | 4 | $1,707,310 | $48,048 | $12,012iApproximate average salary by contribution assumption: employee only about $300,300 at 4% or $200,200 at 6%; with 50% employer match about $200,200 at 4% or $133,467 at 6%; with 100% employer match about $150,150 at 4% or $100,100 at 6%. |
| 2001 | 1 | 4 | $1,840,887 | $32,262 | $8,066iApproximate average salary by contribution assumption: employee only about $201,638 at 4% or $134,425 at 6%; with 50% employer match about $134,425 at 4% or $89,617 at 6%; with 100% employer match about $100,819 at 4% or $67,213 at 6%. |
| Huppert & Swindlehurst PC Profit Sharing Plan & Trust | - | 4 | $1,840,887 | $32,262 | $8,066iApproximate average salary by contribution assumption: employee only about $201,638 at 4% or $134,425 at 6%; with 50% employer match about $134,425 at 4% or $89,617 at 6%; with 100% employer match about $100,819 at 4% or $67,213 at 6%. |
| 2000 | 1 | 4 | $1,965,739 | $27,500 | $6,875iApproximate average salary by contribution assumption: employee only about $171,875 at 4% or $114,583 at 6%; with 50% employer match about $114,583 at 4% or $76,389 at 6%; with 100% employer match about $85,938 at 4% or $57,292 at 6%. |
| Huppert & Swindlehurst PC Profit Sharing Plan & Trust | - | 4 | $1,965,739 | $27,500 | $6,875iApproximate average salary by contribution assumption: employee only about $171,875 at 4% or $114,583 at 6%; with 50% employer match about $114,583 at 4% or $76,389 at 6%; with 100% employer match about $85,938 at 4% or $57,292 at 6%. |