Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$1,020,256
2024 Contributions
$121,699
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 | 12 | $1,020,256 | $121,699 | $10,142iApproximate average salary by contribution assumption: employee only about $253,540 at 4% or $169,026 at 6%; with 50% employer match about $169,026 at 4% or $112,684 at 6%; with 100% employer match about $126,770 at 4% or $84,513 at 6%. |
| H & R Sales 401K Plan | - | 12 | $1,020,256 | $121,699 | $10,142iApproximate average salary by contribution assumption: employee only about $253,540 at 4% or $169,026 at 6%; with 50% employer match about $169,026 at 4% or $112,684 at 6%; with 100% employer match about $126,770 at 4% or $84,513 at 6%. |
| 2023 | 1 | 10 | $846,687 | $90,754 | $9,075iApproximate average salary by contribution assumption: employee only about $226,885 at 4% or $151,257 at 6%; with 50% employer match about $151,257 at 4% or $100,838 at 6%; with 100% employer match about $113,443 at 4% or $75,628 at 6%. |
| H & R Sales 401K Plan | - | 10 | $846,687 | $90,754 | $9,075iApproximate average salary by contribution assumption: employee only about $226,885 at 4% or $151,257 at 6%; with 50% employer match about $151,257 at 4% or $100,838 at 6%; with 100% employer match about $113,443 at 4% or $75,628 at 6%. |
| 2022 | 1 | 9 | $698,614 | $95,187 | $10,576iApproximate average salary by contribution assumption: employee only about $264,408 at 4% or $176,272 at 6%; with 50% employer match about $176,272 at 4% or $117,515 at 6%; with 100% employer match about $132,204 at 4% or $88,136 at 6%. |
| H & R Sales 401K Plan | - | 9 | $698,614 | $95,187 | $10,576iApproximate average salary by contribution assumption: employee only about $264,408 at 4% or $176,272 at 6%; with 50% employer match about $176,272 at 4% or $117,515 at 6%; with 100% employer match about $132,204 at 4% or $88,136 at 6%. |
| 2021 | 1 | 9 | $660,209 | $64,665 | $7,185iApproximate average salary by contribution assumption: employee only about $179,625 at 4% or $119,750 at 6%; with 50% employer match about $119,750 at 4% or $79,833 at 6%; with 100% employer match about $89,813 at 4% or $59,875 at 6%. |
| H & R Sales 401K Plan | - | 9 | $660,209 | $64,665 | $7,185iApproximate average salary by contribution assumption: employee only about $179,625 at 4% or $119,750 at 6%; with 50% employer match about $119,750 at 4% or $79,833 at 6%; with 100% employer match about $89,813 at 4% or $59,875 at 6%. |
| 2020 | 1 | 9 | $510,388 | $51,052 | $5,672iApproximate average salary by contribution assumption: employee only about $141,811 at 4% or $94,541 at 6%; with 50% employer match about $94,541 at 4% or $63,027 at 6%; with 100% employer match about $70,906 at 4% or $47,270 at 6%. |
| H & R Sales 401K Plan | - | 9 | $510,388 | $51,052 | $5,672iApproximate average salary by contribution assumption: employee only about $141,811 at 4% or $94,541 at 6%; with 50% employer match about $94,541 at 4% or $63,027 at 6%; with 100% employer match about $70,906 at 4% or $47,270 at 6%. |
| 2019 | 1 | 9 | $451,818 | $47,945 | $5,327iApproximate average salary by contribution assumption: employee only about $133,181 at 4% or $88,787 at 6%; with 50% employer match about $88,787 at 4% or $59,191 at 6%; with 100% employer match about $66,590 at 4% or $44,394 at 6%. |
| H & R Sales 401K Plan | - | 9 | $451,818 | $47,945 | $5,327iApproximate average salary by contribution assumption: employee only about $133,181 at 4% or $88,787 at 6%; with 50% employer match about $88,787 at 4% or $59,191 at 6%; with 100% employer match about $66,590 at 4% or $44,394 at 6%. |
| 2018 | 1 | 9 | $354,897 | $50,421 | $5,602iApproximate average salary by contribution assumption: employee only about $140,058 at 4% or $93,372 at 6%; with 50% employer match about $93,372 at 4% or $62,248 at 6%; with 100% employer match about $70,029 at 4% or $46,686 at 6%. |
| H & R Sales 401K Plan | - | 9 | $354,897 | $50,421 | $5,602iApproximate average salary by contribution assumption: employee only about $140,058 at 4% or $93,372 at 6%; with 50% employer match about $93,372 at 4% or $62,248 at 6%; with 100% employer match about $70,029 at 4% or $46,686 at 6%. |
| 2017 | 1 | 7 | $329,142 | $35,408 | $5,058iApproximate average salary by contribution assumption: employee only about $126,457 at 4% or $84,305 at 6%; with 50% employer match about $84,305 at 4% or $56,203 at 6%; with 100% employer match about $63,229 at 4% or $42,152 at 6%. |
| H & R Sales 401K Plan | - | 7 | $329,142 | $35,408 | $5,058iApproximate average salary by contribution assumption: employee only about $126,457 at 4% or $84,305 at 6%; with 50% employer match about $84,305 at 4% or $56,203 at 6%; with 100% employer match about $63,229 at 4% or $42,152 at 6%. |
| 2016 | 1 | 9 | $291,278 | $34,906 | $3,878iApproximate average salary by contribution assumption: employee only about $96,961 at 4% or $64,641 at 6%; with 50% employer match about $64,641 at 4% or $43,094 at 6%; with 100% employer match about $48,481 at 4% or $32,320 at 6%. |
| H & R Sales 401K Plan | - | 9 | $291,278 | $34,906 | $3,878iApproximate average salary by contribution assumption: employee only about $96,961 at 4% or $64,641 at 6%; with 50% employer match about $64,641 at 4% or $43,094 at 6%; with 100% employer match about $48,481 at 4% or $32,320 at 6%. |
| 2015 | 1 | 9 | $221,967 | $35,600 | $3,956iApproximate average salary by contribution assumption: employee only about $98,889 at 4% or $65,926 at 6%; with 50% employer match about $65,926 at 4% or $43,951 at 6%; with 100% employer match about $49,444 at 4% or $32,963 at 6%. |
| H & R Sales 401K Plan | - | 9 | $221,967 | $35,600 | $3,956iApproximate average salary by contribution assumption: employee only about $98,889 at 4% or $65,926 at 6%; with 50% employer match about $65,926 at 4% or $43,951 at 6%; with 100% employer match about $49,444 at 4% or $32,963 at 6%. |
| 2014 | 1 | 9 | $207,913 | $33,298 | $3,700iApproximate average salary by contribution assumption: employee only about $92,494 at 4% or $61,663 at 6%; with 50% employer match about $61,663 at 4% or $41,109 at 6%; with 100% employer match about $46,247 at 4% or $30,831 at 6%. |
| H & R Sales 401K Plan | - | 9 | $207,913 | $33,298 | $3,700iApproximate average salary by contribution assumption: employee only about $92,494 at 4% or $61,663 at 6%; with 50% employer match about $61,663 at 4% or $41,109 at 6%; with 100% employer match about $46,247 at 4% or $30,831 at 6%. |
| 2013 | 1 | 8 | $171,186 | $30,648 | $3,831iApproximate average salary by contribution assumption: employee only about $95,775 at 4% or $63,850 at 6%; with 50% employer match about $63,850 at 4% or $42,567 at 6%; with 100% employer match about $47,888 at 4% or $31,925 at 6%. |
| H & R Sales 401K Plan | - | 8 | $171,186 | $30,648 | $3,831iApproximate average salary by contribution assumption: employee only about $95,775 at 4% or $63,850 at 6%; with 50% employer match about $63,850 at 4% or $42,567 at 6%; with 100% employer match about $47,888 at 4% or $31,925 at 6%. |
| 2012 | 1 | 8 | $122,846 | $22,370 | $2,796iApproximate average salary by contribution assumption: employee only about $69,906 at 4% or $46,604 at 6%; with 50% employer match about $46,604 at 4% or $31,069 at 6%; with 100% employer match about $34,953 at 4% or $23,302 at 6%. |
| H & R Sales 401K Plan | - | 8 | $122,846 | $22,370 | $2,796iApproximate average salary by contribution assumption: employee only about $69,906 at 4% or $46,604 at 6%; with 50% employer match about $46,604 at 4% or $31,069 at 6%; with 100% employer match about $34,953 at 4% or $23,302 at 6%. |
| 2011 | 1 | 9 | $93,496 | $20,022 | $2,225iApproximate average salary by contribution assumption: employee only about $55,617 at 4% or $37,078 at 6%; with 50% employer match about $37,078 at 4% or $24,719 at 6%; with 100% employer match about $27,808 at 4% or $18,539 at 6%. |
| H & R Sales 401K Plan | - | 9 | $93,496 | $20,022 | $2,225iApproximate average salary by contribution assumption: employee only about $55,617 at 4% or $37,078 at 6%; with 50% employer match about $37,078 at 4% or $24,719 at 6%; with 100% employer match about $27,808 at 4% or $18,539 at 6%. |
| 2010 | 1 | 11 | $74,905 | $15,295 | $1,390iApproximate average salary by contribution assumption: employee only about $34,761 at 4% or $23,174 at 6%; with 50% employer match about $23,174 at 4% or $15,449 at 6%; with 100% employer match about $17,381 at 4% or $11,587 at 6%. |
| H & R Sales 401K Plan | - | 11 | $74,905 | $15,295 | $1,390iApproximate average salary by contribution assumption: employee only about $34,761 at 4% or $23,174 at 6%; with 50% employer match about $23,174 at 4% or $15,449 at 6%; with 100% employer match about $17,381 at 4% or $11,587 at 6%. |
| 2009 | 1 | 9 | $44,130 | $21,787 | $2,421iApproximate average salary by contribution assumption: employee only about $60,519 at 4% or $40,346 at 6%; with 50% employer match about $40,346 at 4% or $26,898 at 6%; with 100% employer match about $30,260 at 4% or $20,173 at 6%. |
| H & R Sales 401K Plan | - | 9 | $44,130 | $21,787 | $2,421iApproximate average salary by contribution assumption: employee only about $60,519 at 4% or $40,346 at 6%; with 50% employer match about $40,346 at 4% or $26,898 at 6%; with 100% employer match about $30,260 at 4% or $20,173 at 6%. |
| 2008 | 1 | 8 | $14,651 | $18,511 | $2,314iApproximate average salary by contribution assumption: employee only about $57,847 at 4% or $38,565 at 6%; with 50% employer match about $38,565 at 4% or $25,710 at 6%; with 100% employer match about $28,923 at 4% or $19,282 at 6%. |
| H & R Sales 401K Plan | - | 8 | $14,651 | $18,511 | $2,314iApproximate average salary by contribution assumption: employee only about $57,847 at 4% or $38,565 at 6%; with 50% employer match about $38,565 at 4% or $25,710 at 6%; with 100% employer match about $28,923 at 4% or $19,282 at 6%. |