Civic Intelligence

Hartelius, Ferguson, Baker & Kazda PC

Plan context: Hfbk Age-Based Profit Sharing Plan & Trust

EIN 81-0421173 • Great Falls, MT • 26 filings • 6 plans

P. O. Box 1629118 Sixth Street SouthGreat Falls, MT 59403-1629
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,320,535

2024 Contributions

$102,037

Historical Graphs

Total Assets Over Time

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

$2,320,535$1,160,268$0199920122024YearValue
$2,320,535Latest year 2024

Participants Over Time

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

1260199920122024YearValue
5Latest 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
202415$2,320,535$102,037$20,407iApproximate average salary by contribution assumption: employee only about $510,185 at 4% or $340,123 at 6%; with 50% employer match about $340,123 at 4% or $226,749 at 6%; with 100% employer match about $255,093 at 4% or $170,062 at 6%.
Hfbk Age-Based Profit Sharing Plan & Trust-5$2,320,535$102,037$20,407iApproximate average salary by contribution assumption: employee only about $510,185 at 4% or $340,123 at 6%; with 50% employer match about $340,123 at 4% or $226,749 at 6%; with 100% employer match about $255,093 at 4% or $170,062 at 6%.
202316$1,927,004$101,432$16,905iApproximate average salary by contribution assumption: employee only about $422,633 at 4% or $281,756 at 6%; with 50% employer match about $281,756 at 4% or $187,837 at 6%; with 100% employer match about $211,317 at 4% or $140,878 at 6%.
Hfbk Age-Based Profit Sharing Plan & Trust-6$1,927,004$101,432$16,905iApproximate average salary by contribution assumption: employee only about $422,633 at 4% or $281,756 at 6%; with 50% employer match about $281,756 at 4% or $187,837 at 6%; with 100% employer match about $211,317 at 4% or $140,878 at 6%.
202216$1,460,908$83,152$13,859iApproximate average salary by contribution assumption: employee only about $346,467 at 4% or $230,978 at 6%; with 50% employer match about $230,978 at 4% or $153,985 at 6%; with 100% employer match about $173,233 at 4% or $115,489 at 6%.
Hfbk Age-Based Profit Sharing Plan & Trust-6$1,460,908$83,152$13,859iApproximate average salary by contribution assumption: employee only about $346,467 at 4% or $230,978 at 6%; with 50% employer match about $230,978 at 4% or $153,985 at 6%; with 100% employer match about $173,233 at 4% or $115,489 at 6%.
202117$1,896,777$87,577$12,511iApproximate average salary by contribution assumption: employee only about $312,775 at 4% or $208,517 at 6%; with 50% employer match about $208,517 at 4% or $139,011 at 6%; with 100% employer match about $156,388 at 4% or $104,258 at 6%.
Hfbk Age-Based Profit Sharing Plan & Trust-7$1,896,777$87,577$12,511iApproximate average salary by contribution assumption: employee only about $312,775 at 4% or $208,517 at 6%; with 50% employer match about $208,517 at 4% or $139,011 at 6%; with 100% employer match about $156,388 at 4% or $104,258 at 6%.
202017$1,571,421$75,251$10,750iApproximate average salary by contribution assumption: employee only about $268,754 at 4% or $179,169 at 6%; with 50% employer match about $179,169 at 4% or $119,446 at 6%; with 100% employer match about $134,377 at 4% or $89,585 at 6%.
Hfbk Age-Based Profit Sharing Plan & Trust-7$1,571,421$75,251$10,750iApproximate average salary by contribution assumption: employee only about $268,754 at 4% or $179,169 at 6%; with 50% employer match about $179,169 at 4% or $119,446 at 6%; with 100% employer match about $134,377 at 4% or $89,585 at 6%.
201918$1,650,897$119,873$14,984iApproximate average salary by contribution assumption: employee only about $374,603 at 4% or $249,735 at 6%; with 50% employer match about $249,735 at 4% or $166,490 at 6%; with 100% employer match about $187,302 at 4% or $124,868 at 6%.
Hfbk Age-Based Profit Sharing Plan & Trust-8$1,650,897$119,873$14,984iApproximate average salary by contribution assumption: employee only about $374,603 at 4% or $249,735 at 6%; with 50% employer match about $249,735 at 4% or $166,490 at 6%; with 100% employer match about $187,302 at 4% or $124,868 at 6%.
201818$1,331,217$81,838$10,230iApproximate average salary by contribution assumption: employee only about $255,744 at 4% or $170,496 at 6%; with 50% employer match about $170,496 at 4% or $113,664 at 6%; with 100% employer match about $127,872 at 4% or $85,248 at 6%.
Hfbk Age-Based Profit Sharing Plan & Trust-8$1,331,217$81,838$10,230iApproximate average salary by contribution assumption: employee only about $255,744 at 4% or $170,496 at 6%; with 50% employer match about $170,496 at 4% or $113,664 at 6%; with 100% employer match about $127,872 at 4% or $85,248 at 6%.
201718$1,540,783$114,977$14,372iApproximate average salary by contribution assumption: employee only about $359,303 at 4% or $239,535 at 6%; with 50% employer match about $239,535 at 4% or $159,690 at 6%; with 100% employer match about $179,652 at 4% or $119,768 at 6%.
Hfbk Age-Based Profit Sharing Plan & Trust-8$1,540,783$114,977$14,372iApproximate average salary by contribution assumption: employee only about $359,303 at 4% or $239,535 at 6%; with 50% employer match about $239,535 at 4% or $159,690 at 6%; with 100% employer match about $179,652 at 4% or $119,768 at 6%.
201619$1,325,589$120,849$13,428iApproximate average salary by contribution assumption: employee only about $335,692 at 4% or $223,794 at 6%; with 50% employer match about $223,794 at 4% or $149,196 at 6%; with 100% employer match about $167,846 at 4% or $111,897 at 6%.
Hfbk Age-Based Profit Sharing Plan & Trust-9$1,325,589$120,849$13,428iApproximate average salary by contribution assumption: employee only about $335,692 at 4% or $223,794 at 6%; with 50% employer match about $223,794 at 4% or $149,196 at 6%; with 100% employer match about $167,846 at 4% or $111,897 at 6%.
201519$1,256,941$107,004$11,889iApproximate average salary by contribution assumption: employee only about $297,233 at 4% or $198,156 at 6%; with 50% employer match about $198,156 at 4% or $132,104 at 6%; with 100% employer match about $148,617 at 4% or $99,078 at 6%.
Hfbk Age-Based Profit Sharing Plan & Trust-9$1,256,941$107,004$11,889iApproximate average salary by contribution assumption: employee only about $297,233 at 4% or $198,156 at 6%; with 50% employer match about $198,156 at 4% or $132,104 at 6%; with 100% employer match about $148,617 at 4% or $99,078 at 6%.
201419$1,213,902$89,605$9,956iApproximate average salary by contribution assumption: employee only about $248,903 at 4% or $165,935 at 6%; with 50% employer match about $165,935 at 4% or $110,623 at 6%; with 100% employer match about $124,451 at 4% or $82,968 at 6%.
Hfbk Age-Based Profit Sharing Plan & Trust-9$1,213,902$89,605$9,956iApproximate average salary by contribution assumption: employee only about $248,903 at 4% or $165,935 at 6%; with 50% employer match about $165,935 at 4% or $110,623 at 6%; with 100% employer match about $124,451 at 4% or $82,968 at 6%.
201319$1,079,441$59,472$6,608iApproximate average salary by contribution assumption: employee only about $165,200 at 4% or $110,133 at 6%; with 50% employer match about $110,133 at 4% or $73,422 at 6%; with 100% employer match about $82,600 at 4% or $55,067 at 6%.
Hfbk Age-Based Profit Sharing Plan & Trust-9$1,079,441$59,472$6,608iApproximate average salary by contribution assumption: employee only about $165,200 at 4% or $110,133 at 6%; with 50% employer match about $110,133 at 4% or $73,422 at 6%; with 100% employer match about $82,600 at 4% or $55,067 at 6%.
201219$910,823$104,834$11,648iApproximate average salary by contribution assumption: employee only about $291,206 at 4% or $194,137 at 6%; with 50% employer match about $194,137 at 4% or $129,425 at 6%; with 100% employer match about $145,603 at 4% or $97,069 at 6%.
Hfbk Age-Based Profit Sharing Plan & Trust-9$910,823$104,834$11,648iApproximate average salary by contribution assumption: employee only about $291,206 at 4% or $194,137 at 6%; with 50% employer match about $194,137 at 4% or $129,425 at 6%; with 100% employer match about $145,603 at 4% or $97,069 at 6%.
2011111$1,158,136$79,009$7,183iApproximate average salary by contribution assumption: employee only about $179,566 at 4% or $119,711 at 6%; with 50% employer match about $119,711 at 4% or $79,807 at 6%; with 100% employer match about $89,783 at 4% or $59,855 at 6%.
Hfbk Age-Based Profit Sharing Plan & Trust-11$1,158,136$79,009$7,183iApproximate average salary by contribution assumption: employee only about $179,566 at 4% or $119,711 at 6%; with 50% employer match about $119,711 at 4% or $79,807 at 6%; with 100% employer match about $89,783 at 4% or $59,855 at 6%.
2010110$1,217,448$90,093$9,009iApproximate average salary by contribution assumption: employee only about $225,232 at 4% or $150,155 at 6%; with 50% employer match about $150,155 at 4% or $100,103 at 6%; with 100% employer match about $112,616 at 4% or $75,078 at 6%.
Hfbk Age-Based Profit Sharing Plan & Trust-10$1,217,448$90,093$9,009iApproximate average salary by contribution assumption: employee only about $225,232 at 4% or $150,155 at 6%; with 50% employer match about $150,155 at 4% or $100,103 at 6%; with 100% employer match about $112,616 at 4% or $75,078 at 6%.
2009110$1,597,464$90,157$9,016iApproximate average salary by contribution assumption: employee only about $225,393 at 4% or $150,262 at 6%; with 50% employer match about $150,262 at 4% or $100,174 at 6%; with 100% employer match about $112,696 at 4% or $75,131 at 6%.
Hfbk Age-Based Profit Sharing Plan & Trust-10$1,597,464$90,157$9,016iApproximate average salary by contribution assumption: employee only about $225,393 at 4% or $150,262 at 6%; with 50% employer match about $150,262 at 4% or $100,174 at 6%; with 100% employer match about $112,696 at 4% or $75,131 at 6%.
200816$1,357,127$111,569$18,595iApproximate average salary by contribution assumption: employee only about $464,871 at 4% or $309,914 at 6%; with 50% employer match about $309,914 at 4% or $206,609 at 6%; with 100% employer match about $232,435 at 4% or $154,957 at 6%.
Hfbk Age-Based Profit Sharing Plan & Trust-6$1,357,127$111,569$18,595iApproximate average salary by contribution assumption: employee only about $464,871 at 4% or $309,914 at 6%; with 50% employer match about $309,914 at 4% or $206,609 at 6%; with 100% employer match about $232,435 at 4% or $154,957 at 6%.
200719$1,561,193$209,032$23,226iApproximate average salary by contribution assumption: employee only about $580,644 at 4% or $387,096 at 6%; with 50% employer match about $387,096 at 4% or $258,064 at 6%; with 100% employer match about $290,322 at 4% or $193,548 at 6%.
Hfbk Age-Based Profit Sharing Plan & Trust-9$1,561,193$209,032$23,226iApproximate average salary by contribution assumption: employee only about $580,644 at 4% or $387,096 at 6%; with 50% employer match about $387,096 at 4% or $258,064 at 6%; with 100% employer match about $290,322 at 4% or $193,548 at 6%.
2006111$1,228,115$212,673$19,334iApproximate average salary by contribution assumption: employee only about $483,348 at 4% or $322,232 at 6%; with 50% employer match about $322,232 at 4% or $214,821 at 6%; with 100% employer match about $241,674 at 4% or $161,116 at 6%.
Hfbk Age-Based Profit Sharing Plan & Trust-11$1,228,115$212,673$19,334iApproximate average salary by contribution assumption: employee only about $483,348 at 4% or $322,232 at 6%; with 50% employer match about $322,232 at 4% or $214,821 at 6%; with 100% employer match about $241,674 at 4% or $161,116 at 6%.
2005110$929,237$110,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
Hfbk Age-Based Profit Sharing Plan & Trust-10$929,237$110,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
2004112$766,179$100,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Hfbk Age-Based Profit Sharing Plan & Trust-12$766,179$100,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
2003111$616,846$100,000$9,091iApproximate average salary by contribution assumption: employee only about $227,273 at 4% or $151,515 at 6%; with 50% employer match about $151,515 at 4% or $101,010 at 6%; with 100% employer match about $113,636 at 4% or $75,758 at 6%.
Hfbk Age-Based Profit Sharing Plan & Trust-11$616,846$100,000$9,091iApproximate average salary by contribution assumption: employee only about $227,273 at 4% or $151,515 at 6%; with 50% employer match about $151,515 at 4% or $101,010 at 6%; with 100% employer match about $113,636 at 4% or $75,758 at 6%.
2002110$420,539$80,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Hfbk Age-Based Profit Sharing Plan & Trust-10$420,539$80,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
2001110$440,681$89,206$8,921iApproximate average salary by contribution assumption: employee only about $223,015 at 4% or $148,677 at 6%; with 50% employer match about $148,677 at 4% or $99,118 at 6%; with 100% employer match about $111,508 at 4% or $74,338 at 6%.
Hfbk Age-Based Profit Sharing Plan & Trust-10$440,681$89,206$8,921iApproximate average salary by contribution assumption: employee only about $223,015 at 4% or $148,677 at 6%; with 50% employer match about $148,677 at 4% or $99,118 at 6%; with 100% employer match about $111,508 at 4% or $74,338 at 6%.
2000110$428,076$52,540$5,254iApproximate average salary by contribution assumption: employee only about $131,350 at 4% or $87,567 at 6%; with 50% employer match about $87,567 at 4% or $58,378 at 6%; with 100% employer match about $65,675 at 4% or $43,783 at 6%.
Hfbk Age-Based Profit Sharing Plan & Trust-10$428,076$52,540$5,254iApproximate average salary by contribution assumption: employee only about $131,350 at 4% or $87,567 at 6%; with 50% employer match about $87,567 at 4% or $58,378 at 6%; with 100% employer match about $65,675 at 4% or $43,783 at 6%.
1999110$445,162$107,161$10,716iApproximate average salary by contribution assumption: employee only about $267,903 at 4% or $178,602 at 6%; with 50% employer match about $178,602 at 4% or $119,068 at 6%; with 100% employer match about $133,951 at 4% or $89,301 at 6%.
Hfbk Age-Based Profit Sharing Plan & Trust-10$445,162$107,161$10,716iApproximate average salary by contribution assumption: employee only about $267,903 at 4% or $178,602 at 6%; with 50% employer match about $178,602 at 4% or $119,068 at 6%; with 100% employer match about $133,951 at 4% or $89,301 at 6%.