Herndon, Sweeney & Halverson PC.
Plan context: Herndon, Sweeney & Halverson PC. 401K Plan
EIN 81-0500694 • 9 filings • 1 plans
Current Snapshot
Latest Year
2007
2007 Participants
12
2007 Assets
$9,131
2007 Contributions
$59,720
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 |
|---|---|---|---|---|---|
| 2007 | 1 | 0 | $0 | $0 | - |
| Herndon, Sweeney & Halverson PC. 401K Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $9,131 | $0 | - |
| Herndon, Sweeney & Halverson PC. 401K Plan | - | 0 | $9,131 | - | - |
| 2005 | 1 | 12 | $48,731 | $59,720 | $4,977iApproximate average salary by contribution assumption: employee only about $124,417 at 4% or $82,944 at 6%; with 50% employer match about $82,944 at 4% or $55,296 at 6%; with 100% employer match about $62,208 at 4% or $41,472 at 6%. |
| Herndon, Sweeney & Halverson PC. 401K Plan | - | 12 | $48,731 | $59,720 | $4,977iApproximate average salary by contribution assumption: employee only about $124,417 at 4% or $82,944 at 6%; with 50% employer match about $82,944 at 4% or $55,296 at 6%; with 100% employer match about $62,208 at 4% or $41,472 at 6%. |
| 2004 | 1 | 15 | $698,555 | $71,132 | $4,742iApproximate average salary by contribution assumption: employee only about $118,553 at 4% or $79,036 at 6%; with 50% employer match about $79,036 at 4% or $52,690 at 6%; with 100% employer match about $59,277 at 4% or $39,518 at 6%. |
| Herndon, Sweeney & Halverson PC. 401K Plan | - | 15 | $698,555 | $71,132 | $4,742iApproximate average salary by contribution assumption: employee only about $118,553 at 4% or $79,036 at 6%; with 50% employer match about $79,036 at 4% or $52,690 at 6%; with 100% employer match about $59,277 at 4% or $39,518 at 6%. |
| 2003 | 1 | 16 | $559,424 | $74,930 | $4,683iApproximate average salary by contribution assumption: employee only about $117,078 at 4% or $78,052 at 6%; with 50% employer match about $78,052 at 4% or $52,035 at 6%; with 100% employer match about $58,539 at 4% or $39,026 at 6%. |
| Herndon, Sweeney & Halverson PC. 401K Plan | - | 16 | $559,424 | $74,930 | $4,683iApproximate average salary by contribution assumption: employee only about $117,078 at 4% or $78,052 at 6%; with 50% employer match about $78,052 at 4% or $52,035 at 6%; with 100% employer match about $58,539 at 4% or $39,026 at 6%. |
| 2002 | 1 | 15 | $350,557 | $71,807 | $4,787iApproximate average salary by contribution assumption: employee only about $119,678 at 4% or $79,786 at 6%; with 50% employer match about $79,786 at 4% or $53,190 at 6%; with 100% employer match about $59,839 at 4% or $39,893 at 6%. |
| Herndon, Sweeney & Halverson PC. 401K Plan | - | 15 | $350,557 | $71,807 | $4,787iApproximate average salary by contribution assumption: employee only about $119,678 at 4% or $79,786 at 6%; with 50% employer match about $79,786 at 4% or $53,190 at 6%; with 100% employer match about $59,839 at 4% or $39,893 at 6%. |
| 2001 | 1 | 9 | $0 | $0 | - |
| Herndon, Sweeney & Halverson PC. 401K Plan | - | 9 | - | - | - |
| 2000 | 1 | 8 | $0 | $0 | - |
| Herndon, Sweeney & Halverson PC. 401K Plan | - | 8 | - | - | - |
| 1999 | 1 | 10 | $264,361 | $56,324 | $5,632iApproximate average salary by contribution assumption: employee only about $140,810 at 4% or $93,873 at 6%; with 50% employer match about $93,873 at 4% or $62,582 at 6%; with 100% employer match about $70,405 at 4% or $46,937 at 6%. |
| Herndon, Sweeney & Halverson PC. 401K Plan | - | 10 | $264,361 | $56,324 | $5,632iApproximate average salary by contribution assumption: employee only about $140,810 at 4% or $93,873 at 6%; with 50% employer match about $93,873 at 4% or $62,582 at 6%; with 100% employer match about $70,405 at 4% or $46,937 at 6%. |