Civic Intelligence

Heberly and Associates

Plan context: Heberly and Associates 401K Profit Sharing Plan

EIN 81-0394407 • Havre, MT • 17 filings • 4 plans

615 1st Street WestSuite AHavre, MT 59501
Current Snapshot

Latest Year

2015

2015 Participants

38

2015 Assets

$5,392,901

2015 Contributions

$186,118

Historical Graphs

Total Assets Over Time

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

$5,569,583$2,784,792$0199920082014YearValue
$5,392,901Latest year 2014

Participants Over Time

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

54270199920072014YearValue
38Latest year 2014

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
201510$0$186,118-
Heberly and Associates 401K Profit Sharing Plan-0-$186,118-
2014138$5,392,901$191,804$5,047iApproximate average salary by contribution assumption: employee only about $126,187 at 4% or $84,125 at 6%; with 50% employer match about $84,125 at 4% or $56,083 at 6%; with 100% employer match about $63,093 at 4% or $42,062 at 6%.
Heberly and Associates 401K Profit Sharing Plan-38$5,392,901$191,804$5,047iApproximate average salary by contribution assumption: employee only about $126,187 at 4% or $84,125 at 6%; with 50% employer match about $84,125 at 4% or $56,083 at 6%; with 100% employer match about $63,093 at 4% or $42,062 at 6%.
2013137$5,167,038$322,799$8,724iApproximate average salary by contribution assumption: employee only about $218,107 at 4% or $145,405 at 6%; with 50% employer match about $145,405 at 4% or $96,937 at 6%; with 100% employer match about $109,054 at 4% or $72,702 at 6%.
Heberly and Associates 401K Profit Sharing Plan-37$5,167,038$322,799$8,724iApproximate average salary by contribution assumption: employee only about $218,107 at 4% or $145,405 at 6%; with 50% employer match about $145,405 at 4% or $96,937 at 6%; with 100% employer match about $109,054 at 4% or $72,702 at 6%.
2012140$5,569,583$390,811$9,770iApproximate average salary by contribution assumption: employee only about $244,257 at 4% or $162,838 at 6%; with 50% employer match about $162,838 at 4% or $108,559 at 6%; with 100% employer match about $122,128 at 4% or $81,419 at 6%.
Heberly and Associates 401K Profit Sharing Plan-40$5,569,583$390,811$9,770iApproximate average salary by contribution assumption: employee only about $244,257 at 4% or $162,838 at 6%; with 50% employer match about $162,838 at 4% or $108,559 at 6%; with 100% employer match about $122,128 at 4% or $81,419 at 6%.
2011154$4,594,945$451,102$8,354iApproximate average salary by contribution assumption: employee only about $208,844 at 4% or $139,229 at 6%; with 50% employer match about $139,229 at 4% or $92,819 at 6%; with 100% employer match about $104,422 at 4% or $69,615 at 6%.
Heberly and Associates 401K Profit Sharing Plan-54$4,594,945$451,102$8,354iApproximate average salary by contribution assumption: employee only about $208,844 at 4% or $139,229 at 6%; with 50% employer match about $139,229 at 4% or $92,819 at 6%; with 100% employer match about $104,422 at 4% or $69,615 at 6%.
2010151$4,481,992$433,152$8,493iApproximate average salary by contribution assumption: employee only about $212,329 at 4% or $141,553 at 6%; with 50% employer match about $141,553 at 4% or $94,369 at 6%; with 100% employer match about $106,165 at 4% or $70,776 at 6%.
Heberly and Associates 401K Profit Sharing Plan-51$4,481,992$433,152$8,493iApproximate average salary by contribution assumption: employee only about $212,329 at 4% or $141,553 at 6%; with 50% employer match about $141,553 at 4% or $94,369 at 6%; with 100% employer match about $106,165 at 4% or $70,776 at 6%.
2009140$3,414,880$393,129$9,828iApproximate average salary by contribution assumption: employee only about $245,706 at 4% or $163,804 at 6%; with 50% employer match about $163,804 at 4% or $109,203 at 6%; with 100% employer match about $122,853 at 4% or $81,902 at 6%.
Heberly and Associates 401K Profit Sharing Plan-40$3,414,880$393,129$9,828iApproximate average salary by contribution assumption: employee only about $245,706 at 4% or $163,804 at 6%; with 50% employer match about $163,804 at 4% or $109,203 at 6%; with 100% employer match about $122,853 at 4% or $81,902 at 6%.
2008131$2,781,150$349,629$11,278iApproximate average salary by contribution assumption: employee only about $281,959 at 4% or $187,973 at 6%; with 50% employer match about $187,973 at 4% or $125,315 at 6%; with 100% employer match about $140,979 at 4% or $93,986 at 6%.
Heberly and Associates 401K Profit Sharing Plan-31$2,781,150$349,629$11,278iApproximate average salary by contribution assumption: employee only about $281,959 at 4% or $187,973 at 6%; with 50% employer match about $187,973 at 4% or $125,315 at 6%; with 100% employer match about $140,979 at 4% or $93,986 at 6%.
2007125$0$0-
Heberly and Associates 401K Profit Sharing Plan-25---
2006125$4,314,224$317,097$12,684iApproximate average salary by contribution assumption: employee only about $317,097 at 4% or $211,398 at 6%; with 50% employer match about $211,398 at 4% or $140,932 at 6%; with 100% employer match about $158,549 at 4% or $105,699 at 6%.
Heberly and Associates 401K Profit Sharing Plan-25$4,314,224$317,097$12,684iApproximate average salary by contribution assumption: employee only about $317,097 at 4% or $211,398 at 6%; with 50% employer match about $211,398 at 4% or $140,932 at 6%; with 100% employer match about $158,549 at 4% or $105,699 at 6%.
2005124$3,362,964$284,485$11,854iApproximate average salary by contribution assumption: employee only about $296,339 at 4% or $197,559 at 6%; with 50% employer match about $197,559 at 4% or $131,706 at 6%; with 100% employer match about $148,169 at 4% or $98,780 at 6%.
Heberly and Associates 401K Profit Sharing Plan-24$3,362,964$284,485$11,854iApproximate average salary by contribution assumption: employee only about $296,339 at 4% or $197,559 at 6%; with 50% employer match about $197,559 at 4% or $131,706 at 6%; with 100% employer match about $148,169 at 4% or $98,780 at 6%.
2004122$2,857,707$260,234$11,829iApproximate average salary by contribution assumption: employee only about $295,720 at 4% or $197,147 at 6%; with 50% employer match about $197,147 at 4% or $131,431 at 6%; with 100% employer match about $147,860 at 4% or $98,573 at 6%.
Heberly and Associates 401K Profit Sharing Plan-22$2,857,707$260,234$11,829iApproximate average salary by contribution assumption: employee only about $295,720 at 4% or $197,147 at 6%; with 50% employer match about $197,147 at 4% or $131,431 at 6%; with 100% employer match about $147,860 at 4% or $98,573 at 6%.
2003120$2,441,351$216,505$10,825iApproximate average salary by contribution assumption: employee only about $270,631 at 4% or $180,421 at 6%; with 50% employer match about $180,421 at 4% or $120,281 at 6%; with 100% employer match about $135,316 at 4% or $90,210 at 6%.
Heberly and Associates 401K Profit Sharing Plan-20$2,441,351$216,505$10,825iApproximate average salary by contribution assumption: employee only about $270,631 at 4% or $180,421 at 6%; with 50% employer match about $180,421 at 4% or $120,281 at 6%; with 100% employer match about $135,316 at 4% or $90,210 at 6%.
2002119$2,043,784$199,955$10,524iApproximate average salary by contribution assumption: employee only about $263,099 at 4% or $175,399 at 6%; with 50% employer match about $175,399 at 4% or $116,933 at 6%; with 100% employer match about $131,549 at 4% or $87,700 at 6%.
Heberly and Associates 401K Profit Sharing Plan-19$2,043,784$199,955$10,524iApproximate average salary by contribution assumption: employee only about $263,099 at 4% or $175,399 at 6%; with 50% employer match about $175,399 at 4% or $116,933 at 6%; with 100% employer match about $131,549 at 4% or $87,700 at 6%.
2001119$0$0-
Heberly and Associates 401K Profit Sharing Plan-19---
2000117$0$0-
Heberly and Associates 401K Profit Sharing Plan-17---
1999119$2,042,659$123,300$6,489iApproximate average salary by contribution assumption: employee only about $162,237 at 4% or $108,158 at 6%; with 50% employer match about $108,158 at 4% or $72,105 at 6%; with 100% employer match about $81,118 at 4% or $54,079 at 6%.
Heberly and Associates 401K Profit Sharing Plan-19$2,042,659$123,300$6,489iApproximate average salary by contribution assumption: employee only about $162,237 at 4% or $108,158 at 6%; with 50% employer match about $108,158 at 4% or $72,105 at 6%; with 100% employer match about $81,118 at 4% or $54,079 at 6%.