THE HEARD MUSEUM
Plan context: HEARD MUSEUM 401(K) PLAN
EIN 86-0107517 • Phoenix, AZ • 26 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
42
2024 Assets
$3,283,824
2024 Contributions
$196,419
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 | 42 | $3,283,824 | $196,419 | $4,677iApproximate average salary by contribution assumption: employee only about $116,916 at 4% or $77,944 at 6%; with 50% employer match about $77,944 at 4% or $51,963 at 6%; with 100% employer match about $58,458 at 4% or $38,972 at 6%. |
| HEARD MUSEUM 401(K) PLAN | - | 42 | $3,283,824 | $196,419 | $4,677iApproximate average salary by contribution assumption: employee only about $116,916 at 4% or $77,944 at 6%; with 50% employer match about $77,944 at 4% or $51,963 at 6%; with 100% employer match about $58,458 at 4% or $38,972 at 6%. |
| 2023 | 1 | 40 | $3,807,625 | $167,172 | $4,179iApproximate average salary by contribution assumption: employee only about $104,483 at 4% or $69,655 at 6%; with 50% employer match about $69,655 at 4% or $46,437 at 6%; with 100% employer match about $52,241 at 4% or $34,828 at 6%. |
| HEARD MUSEUM 401(K) PLAN | - | 40 | $3,807,625 | $167,172 | $4,179iApproximate average salary by contribution assumption: employee only about $104,483 at 4% or $69,655 at 6%; with 50% employer match about $69,655 at 4% or $46,437 at 6%; with 100% employer match about $52,241 at 4% or $34,828 at 6%. |
| 2022 | 1 | 34 | $3,133,683 | $130,916 | $3,850iApproximate average salary by contribution assumption: employee only about $96,262 at 4% or $64,175 at 6%; with 50% employer match about $64,175 at 4% or $42,783 at 6%; with 100% employer match about $48,131 at 4% or $32,087 at 6%. |
| HEARD MUSEUM 401(K) PLAN | - | 34 | $3,133,683 | $130,916 | $3,850iApproximate average salary by contribution assumption: employee only about $96,262 at 4% or $64,175 at 6%; with 50% employer match about $64,175 at 4% or $42,783 at 6%; with 100% employer match about $48,131 at 4% or $32,087 at 6%. |
| 2021 | 1 | 34 | $3,699,818 | $102,468 | $3,014iApproximate average salary by contribution assumption: employee only about $75,344 at 4% or $50,229 at 6%; with 50% employer match about $50,229 at 4% or $33,486 at 6%; with 100% employer match about $37,672 at 4% or $25,115 at 6%. |
| HEARD MUSEUM 401(K) PLAN | - | 34 | $3,699,818 | $102,468 | $3,014iApproximate average salary by contribution assumption: employee only about $75,344 at 4% or $50,229 at 6%; with 50% employer match about $50,229 at 4% or $33,486 at 6%; with 100% employer match about $37,672 at 4% or $25,115 at 6%. |
| 2020 | 1 | 38 | $3,150,384 | $31,397 | $826iApproximate average salary by contribution assumption: employee only about $20,656 at 4% or $13,771 at 6%; with 50% employer match about $13,771 at 4% or $9,180 at 6%; with 100% employer match about $10,328 at 4% or $6,885 at 6%. |
| HEARD MUSEUM 401(K) PLAN | - | 38 | $3,150,384 | $31,397 | $826iApproximate average salary by contribution assumption: employee only about $20,656 at 4% or $13,771 at 6%; with 50% employer match about $13,771 at 4% or $9,180 at 6%; with 100% employer match about $10,328 at 4% or $6,885 at 6%. |
| 2019 | 1 | 37 | $2,856,617 | $1,583,047 | $42,785iApproximate average salary by contribution assumption: employee only about $1,069,626 at 4% or $713,084 at 6%; with 50% employer match about $713,084 at 4% or $475,389 at 6%; with 100% employer match about $534,813 at 4% or $356,542 at 6%. |
| THE HEARD MUSEUM RETIREMENT PLAN | - | 37 | $2,856,617 | $1,583,047 | $42,785iApproximate average salary by contribution assumption: employee only about $1,069,626 at 4% or $713,084 at 6%; with 50% employer match about $713,084 at 4% or $475,389 at 6%; with 100% employer match about $534,813 at 4% or $356,542 at 6%. |
| 2018 | 1 | 23 | $1,320,558 | $2,474 | $108iApproximate average salary by contribution assumption: employee only about $2,689 at 4% or $1,793 at 6%; with 50% employer match about $1,793 at 4% or $1,195 at 6%; with 100% employer match about $1,345 at 4% or $896 at 6%. |
| THE HEARD MUSEUM PROFIT SHARING PLAN | - | 23 | $1,320,558 | $2,474 | $108iApproximate average salary by contribution assumption: employee only about $2,689 at 4% or $1,793 at 6%; with 50% employer match about $1,793 at 4% or $1,195 at 6%; with 100% employer match about $1,345 at 4% or $896 at 6%. |
| 2017 | 1 | 22 | $1,320,293 | $0 | - |
| THE HEARD MUSEUM PROFIT SHARING PLAN | - | 22 | $1,320,293 | $0 | - |
| 2016 | 1 | 25 | $1,373,607 | $0 | - |
| THE HEARD MUSEUM PROFIT SHARING PLAN | - | 25 | $1,373,607 | $0 | - |
| 2015 | 1 | 30 | $1,706,023 | $0 | - |
| THE HEARD MUSEUM PROFIT SHARING PLAN | - | 30 | $1,706,023 | $0 | - |
| 2014 | 1 | 32 | $1,619,601 | $0 | - |
| THE HEARD MUSEUM PROFIT SHARING PLAN | - | 32 | $1,619,601 | $0 | - |
| 2013 | 1 | 32 | $1,643,946 | $0 | - |
| THE HEARD MUSEUM PROFIT SHARING PLAN | - | 32 | $1,643,946 | $0 | - |
| 2012 | 1 | 36 | $1,504,942 | $0 | - |
| THE HEARD MUSEUM PROFIT SHARING PLAN | - | 36 | $1,504,942 | $0 | - |
| 2011 | 1 | 40 | $1,362,324 | $0 | - |
| THE HEARD MUSEUM PROFIT SHARING PLAN | - | 40 | $1,362,324 | $0 | - |
| 2010 | 1 | 46 | $1,355,331 | $0 | - |
| THE HEARD MUSEUM PROFIT SHARING PLAN | - | 46 | $1,355,331 | $0 | - |
| 2009 | 1 | 55 | $1,936,066 | $0 | - |
| THE HEARD MUSEUM PROFIT SHARING PLAN | - | 55 | $1,936,066 | $0 | - |
| 2008 | 1 | 66 | $0 | $0 | - |
| THE HEARD MUSEUM PROFIT SHARING PLA N | - | 66 | - | - | - |
| 2007 | 1 | 66 | $0 | $0 | - |
| THE HEARD MUSEUM MONEY PURCHASE PLAN | - | 66 | - | - | - |
| 2006 | 1 | 64 | $2,875,615 | $135,767 | $2,121iApproximate average salary by contribution assumption: employee only about $53,034 at 4% or $35,356 at 6%; with 50% employer match about $35,356 at 4% or $23,571 at 6%; with 100% employer match about $26,517 at 4% or $17,678 at 6%. |
| THE HEARD MUSEUM MONEY PURCHASE PLA N | - | 64 | $2,875,615 | $135,767 | $2,121iApproximate average salary by contribution assumption: employee only about $53,034 at 4% or $35,356 at 6%; with 50% employer match about $35,356 at 4% or $23,571 at 6%; with 100% employer match about $26,517 at 4% or $17,678 at 6%. |
| 2005 | 1 | 65 | $2,495,450 | $309,209 | $4,757iApproximate average salary by contribution assumption: employee only about $118,927 at 4% or $79,284 at 6%; with 50% employer match about $79,284 at 4% or $52,856 at 6%; with 100% employer match about $59,463 at 4% or $39,642 at 6%. |
| THE HEARD MUSEUM MONEY PURCHASE PLA N | - | 65 | $2,495,450 | $309,209 | $4,757iApproximate average salary by contribution assumption: employee only about $118,927 at 4% or $79,284 at 6%; with 50% employer match about $79,284 at 4% or $52,856 at 6%; with 100% employer match about $59,463 at 4% or $39,642 at 6%. |
| 2004 | 1 | 56 | $1,994,467 | $0 | - |
| THE HEARD MUSEUM MONEY PURCHASE PLAN | - | 56 | $1,994,467 | - | - |
| 2003 | 1 | 62 | $0 | $0 | - |
| THE HEARD MUSEUM MONEY PURCHASE PLAN | - | 62 | - | - | - |
| 2002 | 2 | 61 | $0 | $0 | - |
| THE HEARD MUSEUM MONEY PURCHASE PLAN | - | 61 | - | - | - |
| THE HEARD MUSEUM MONEY PURCHASE PLA N | - | 60 | - | - | - |
| 2001 | 1 | 69 | $0 | $0 | - |
| THE HEARD MUSEUM MONEY PURCHASE PLAN | - | 69 | - | - | - |
| 2000 | 1 | 64 | $0 | $0 | - |
| THE HEARD MUSEUM MONEY PURCHASE PLAN | - | 64 | - | - | - |