Civic Intelligence

Healo Capital Inc.

Plan context: Hci Psp

EIN 81-1230603 • 7 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$10,368,809

2024 Contributions

$61,166

Historical Graphs

Total Assets Over Time

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

$10,368,809$5,184,405$0201920222024YearValue
$10,368,809Latest year 2024

Participants Over Time

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

420201920222024YearValue
2Latest 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
202412$10,368,809$61,166$30,583iApproximate average salary by contribution assumption: employee only about $764,575 at 4% or $509,717 at 6%; with 50% employer match about $509,717 at 4% or $339,811 at 6%; with 100% employer match about $382,288 at 4% or $254,858 at 6%.
Hci Psp-2$10,368,809$61,166$30,583iApproximate average salary by contribution assumption: employee only about $764,575 at 4% or $509,717 at 6%; with 50% employer match about $509,717 at 4% or $339,811 at 6%; with 100% employer match about $382,288 at 4% or $254,858 at 6%.
202324$9,182,555$105,089$26,272iApproximate average salary by contribution assumption: employee only about $656,806 at 4% or $437,871 at 6%; with 50% employer match about $437,871 at 4% or $291,914 at 6%; with 100% employer match about $328,403 at 4% or $218,935 at 6%.
Hci Psp-4$9,182,555--
CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST-0-$105,089-
202212$10,282,276$39,000$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST-2$10,282,276$39,000$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
202112$9,532,402$96,133$48,067iApproximate average salary by contribution assumption: employee only about $1,201,663 at 4% or $801,108 at 6%; with 50% employer match about $801,108 at 4% or $534,072 at 6%; with 100% employer match about $600,831 at 4% or $400,554 at 6%.
CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST-2$9,532,402$96,133$48,067iApproximate average salary by contribution assumption: employee only about $1,201,663 at 4% or $801,108 at 6%; with 50% employer match about $801,108 at 4% or $534,072 at 6%; with 100% employer match about $600,831 at 4% or $400,554 at 6%.
202012$7,936,086$66,216$33,108iApproximate average salary by contribution assumption: employee only about $827,700 at 4% or $551,800 at 6%; with 50% employer match about $551,800 at 4% or $367,867 at 6%; with 100% employer match about $413,850 at 4% or $275,900 at 6%.
CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST-2$7,936,086$66,216$33,108iApproximate average salary by contribution assumption: employee only about $827,700 at 4% or $551,800 at 6%; with 50% employer match about $551,800 at 4% or $367,867 at 6%; with 100% employer match about $413,850 at 4% or $275,900 at 6%.
201914$7,804,058$129,071$32,268iApproximate average salary by contribution assumption: employee only about $806,694 at 4% or $537,796 at 6%; with 50% employer match about $537,796 at 4% or $358,531 at 6%; with 100% employer match about $403,347 at 4% or $268,898 at 6%.
CUPERTINO CAPITAL, INC. PROFIT SHARING PLAN AND TRUST-4$7,804,058$129,071$32,268iApproximate average salary by contribution assumption: employee only about $806,694 at 4% or $537,796 at 6%; with 50% employer match about $537,796 at 4% or $358,531 at 6%; with 100% employer match about $403,347 at 4% or $268,898 at 6%.