Civic Intelligence

Hess-Rountree Inc.

Plan context: Hess-Rountree Inc. Retirement Plan

EIN 86-0338286 • Phoenix, AZ • 25 filings • 3 plans

9831 S 51st Street Suite C110Phoenix, AZ 85044
Current Snapshot

Latest Year

2023

2023 Participants

13

2023 Assets

$1,909,521

2023 Contributions

$147,531

Historical Graphs

Total Assets Over Time

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

$2,002,010$1,001,005$0199920112022YearValue
$1,909,521Latest year 2022

Participants Over Time

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

22110199920112022YearValue
13Latest year 2022

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
202310$0$0-
Hess-Rountree Inc. Retirement Plan-0$0$0-
2022113$1,909,521$147,531$11,349iApproximate average salary by contribution assumption: employee only about $283,713 at 4% or $189,142 at 6%; with 50% employer match about $189,142 at 4% or $126,095 at 6%; with 100% employer match about $141,857 at 4% or $94,571 at 6%.
Hess-Rountree Inc. Retirement Plan-13$1,909,521$147,531$11,349iApproximate average salary by contribution assumption: employee only about $283,713 at 4% or $189,142 at 6%; with 50% employer match about $189,142 at 4% or $126,095 at 6%; with 100% employer match about $141,857 at 4% or $94,571 at 6%.
2021112$2,002,010$129,654$10,805iApproximate average salary by contribution assumption: employee only about $270,113 at 4% or $180,075 at 6%; with 50% employer match about $180,075 at 4% or $120,050 at 6%; with 100% employer match about $135,056 at 4% or $90,038 at 6%.
Hess-Rountree Inc. Retirement Plan-12$2,002,010$129,654$10,805iApproximate average salary by contribution assumption: employee only about $270,113 at 4% or $180,075 at 6%; with 50% employer match about $180,075 at 4% or $120,050 at 6%; with 100% employer match about $135,056 at 4% or $90,038 at 6%.
2020112$1,723,145$125,161$10,430iApproximate average salary by contribution assumption: employee only about $260,752 at 4% or $173,835 at 6%; with 50% employer match about $173,835 at 4% or $115,890 at 6%; with 100% employer match about $130,376 at 4% or $86,917 at 6%.
Hess-Rountree Inc. Retirement Plan-12$1,723,145$125,161$10,430iApproximate average salary by contribution assumption: employee only about $260,752 at 4% or $173,835 at 6%; with 50% employer match about $173,835 at 4% or $115,890 at 6%; with 100% employer match about $130,376 at 4% or $86,917 at 6%.
2019111$1,651,758$114,937$10,449iApproximate average salary by contribution assumption: employee only about $261,220 at 4% or $174,147 at 6%; with 50% employer match about $174,147 at 4% or $116,098 at 6%; with 100% employer match about $130,610 at 4% or $87,073 at 6%.
Hess-Rountree Inc. Retirement Plan-11$1,651,758$114,937$10,449iApproximate average salary by contribution assumption: employee only about $261,220 at 4% or $174,147 at 6%; with 50% employer match about $174,147 at 4% or $116,098 at 6%; with 100% employer match about $130,610 at 4% or $87,073 at 6%.
2018112$1,315,950$106,778$8,898iApproximate average salary by contribution assumption: employee only about $222,454 at 4% or $148,303 at 6%; with 50% employer match about $148,303 at 4% or $98,869 at 6%; with 100% employer match about $111,227 at 4% or $74,151 at 6%.
Hess-Rountree Inc. Retirement Plan-12$1,315,950$106,778$8,898iApproximate average salary by contribution assumption: employee only about $222,454 at 4% or $148,303 at 6%; with 50% employer match about $148,303 at 4% or $98,869 at 6%; with 100% employer match about $111,227 at 4% or $74,151 at 6%.
2017112$1,313,603$96,085$8,007iApproximate average salary by contribution assumption: employee only about $200,177 at 4% or $133,451 at 6%; with 50% employer match about $133,451 at 4% or $88,968 at 6%; with 100% employer match about $100,089 at 4% or $66,726 at 6%.
Hess-Rountree Inc. Retirement Plan-12$1,313,603$96,085$8,007iApproximate average salary by contribution assumption: employee only about $200,177 at 4% or $133,451 at 6%; with 50% employer match about $133,451 at 4% or $88,968 at 6%; with 100% employer match about $100,089 at 4% or $66,726 at 6%.
201619$1,068,353$64,593$7,177iApproximate average salary by contribution assumption: employee only about $179,425 at 4% or $119,617 at 6%; with 50% employer match about $119,617 at 4% or $79,744 at 6%; with 100% employer match about $89,713 at 4% or $59,808 at 6%.
Hess-Rountree Inc. Retirement Plan-9$1,068,353$64,593$7,177iApproximate average salary by contribution assumption: employee only about $179,425 at 4% or $119,617 at 6%; with 50% employer match about $119,617 at 4% or $79,744 at 6%; with 100% employer match about $89,713 at 4% or $59,808 at 6%.
2015110$952,191$70,946$7,095iApproximate average salary by contribution assumption: employee only about $177,365 at 4% or $118,243 at 6%; with 50% employer match about $118,243 at 4% or $78,829 at 6%; with 100% employer match about $88,683 at 4% or $59,122 at 6%.
Hess-Rountree Inc. Retirement Plan-10$952,191$70,946$7,095iApproximate average salary by contribution assumption: employee only about $177,365 at 4% or $118,243 at 6%; with 50% employer match about $118,243 at 4% or $78,829 at 6%; with 100% employer match about $88,683 at 4% or $59,122 at 6%.
201419$913,537$61,819$6,869iApproximate average salary by contribution assumption: employee only about $171,719 at 4% or $114,480 at 6%; with 50% employer match about $114,480 at 4% or $76,320 at 6%; with 100% employer match about $85,860 at 4% or $57,240 at 6%.
Hess-Rountree Inc. Retirement Plan-9$913,537$61,819$6,869iApproximate average salary by contribution assumption: employee only about $171,719 at 4% or $114,480 at 6%; with 50% employer match about $114,480 at 4% or $76,320 at 6%; with 100% employer match about $85,860 at 4% or $57,240 at 6%.
2013110$867,203$71,940$7,194iApproximate average salary by contribution assumption: employee only about $179,850 at 4% or $119,900 at 6%; with 50% employer match about $119,900 at 4% or $79,933 at 6%; with 100% employer match about $89,925 at 4% or $59,950 at 6%.
Hess-Rountree Inc. Retirement Plan-10$867,203$71,940$7,194iApproximate average salary by contribution assumption: employee only about $179,850 at 4% or $119,900 at 6%; with 50% employer match about $119,900 at 4% or $79,933 at 6%; with 100% employer match about $89,925 at 4% or $59,950 at 6%.
2012111$698,332$80,786$7,344iApproximate average salary by contribution assumption: employee only about $183,605 at 4% or $122,403 at 6%; with 50% employer match about $122,403 at 4% or $81,602 at 6%; with 100% employer match about $91,802 at 4% or $61,202 at 6%.
Hess-Rountree Inc. Retirement Plan-11$698,332$80,786$7,344iApproximate average salary by contribution assumption: employee only about $183,605 at 4% or $122,403 at 6%; with 50% employer match about $122,403 at 4% or $81,602 at 6%; with 100% employer match about $91,802 at 4% or $61,202 at 6%.
2011113$599,632$75,771$5,829iApproximate average salary by contribution assumption: employee only about $145,713 at 4% or $97,142 at 6%; with 50% employer match about $97,142 at 4% or $64,762 at 6%; with 100% employer match about $72,857 at 4% or $48,571 at 6%.
Hess-Rountree Inc. Retirement Plan-13$599,632$75,771$5,829iApproximate average salary by contribution assumption: employee only about $145,713 at 4% or $97,142 at 6%; with 50% employer match about $97,142 at 4% or $64,762 at 6%; with 100% employer match about $72,857 at 4% or $48,571 at 6%.
2010115$581,856$49,970$3,331iApproximate average salary by contribution assumption: employee only about $83,283 at 4% or $55,522 at 6%; with 50% employer match about $55,522 at 4% or $37,015 at 6%; with 100% employer match about $41,642 at 4% or $27,761 at 6%.
Hess-Rountree Inc. Retirement Plan-15$581,856$49,970$3,331iApproximate average salary by contribution assumption: employee only about $83,283 at 4% or $55,522 at 6%; with 50% employer match about $55,522 at 4% or $37,015 at 6%; with 100% employer match about $41,642 at 4% or $27,761 at 6%.
2009115$507,662$34,618$2,308iApproximate average salary by contribution assumption: employee only about $57,697 at 4% or $38,464 at 6%; with 50% employer match about $38,464 at 4% or $25,643 at 6%; with 100% employer match about $28,848 at 4% or $19,232 at 6%.
Hess-Rountree Inc. Retirement Plan-15$507,662$34,618$2,308iApproximate average salary by contribution assumption: employee only about $57,697 at 4% or $38,464 at 6%; with 50% employer match about $38,464 at 4% or $25,643 at 6%; with 100% employer match about $28,848 at 4% or $19,232 at 6%.
2008120$514,186$62,237$3,112iApproximate average salary by contribution assumption: employee only about $77,796 at 4% or $51,864 at 6%; with 50% employer match about $51,864 at 4% or $34,576 at 6%; with 100% employer match about $38,898 at 4% or $25,932 at 6%.
Hess-Rountree Inc. Retirement Plan-20$514,186$62,237$3,112iApproximate average salary by contribution assumption: employee only about $77,796 at 4% or $51,864 at 6%; with 50% employer match about $51,864 at 4% or $34,576 at 6%; with 100% employer match about $38,898 at 4% or $25,932 at 6%.
2007122$849,432$81,488$3,704iApproximate average salary by contribution assumption: employee only about $92,600 at 4% or $61,733 at 6%; with 50% employer match about $61,733 at 4% or $41,156 at 6%; with 100% employer match about $46,300 at 4% or $30,867 at 6%.
Hess-Rountree Inc. Retirement Plan-22$849,432$81,488$3,704iApproximate average salary by contribution assumption: employee only about $92,600 at 4% or $61,733 at 6%; with 50% employer match about $61,733 at 4% or $41,156 at 6%; with 100% employer match about $46,300 at 4% or $30,867 at 6%.
2006113$714,522$70,457$5,420iApproximate average salary by contribution assumption: employee only about $135,494 at 4% or $90,329 at 6%; with 50% employer match about $90,329 at 4% or $60,220 at 6%; with 100% employer match about $67,747 at 4% or $45,165 at 6%.
Hess-Rountree Inc. Retirement Plan-13$714,522$70,457$5,420iApproximate average salary by contribution assumption: employee only about $135,494 at 4% or $90,329 at 6%; with 50% employer match about $90,329 at 4% or $60,220 at 6%; with 100% employer match about $67,747 at 4% or $45,165 at 6%.
2005115$589,440$58,120$3,875iApproximate average salary by contribution assumption: employee only about $96,867 at 4% or $64,578 at 6%; with 50% employer match about $64,578 at 4% or $43,052 at 6%; with 100% employer match about $48,433 at 4% or $32,289 at 6%.
Hess-Rountree Inc. Retirement Plan-15$589,440$58,120$3,875iApproximate average salary by contribution assumption: employee only about $96,867 at 4% or $64,578 at 6%; with 50% employer match about $64,578 at 4% or $43,052 at 6%; with 100% employer match about $48,433 at 4% or $32,289 at 6%.
2004111$489,306$57,561$5,233iApproximate average salary by contribution assumption: employee only about $130,820 at 4% or $87,214 at 6%; with 50% employer match about $87,214 at 4% or $58,142 at 6%; with 100% employer match about $65,410 at 4% or $43,607 at 6%.
Hess-Rountree Inc. Retirement Plan-11$489,306$57,561$5,233iApproximate average salary by contribution assumption: employee only about $130,820 at 4% or $87,214 at 6%; with 50% employer match about $87,214 at 4% or $58,142 at 6%; with 100% employer match about $65,410 at 4% or $43,607 at 6%.
2003110$391,498$52,442$5,244iApproximate average salary by contribution assumption: employee only about $131,105 at 4% or $87,403 at 6%; with 50% employer match about $87,403 at 4% or $58,269 at 6%; with 100% employer match about $65,553 at 4% or $43,702 at 6%.
Hess-Rountree Inc. Retirement Plan-10$391,498$52,442$5,244iApproximate average salary by contribution assumption: employee only about $131,105 at 4% or $87,403 at 6%; with 50% employer match about $87,403 at 4% or $58,269 at 6%; with 100% employer match about $65,553 at 4% or $43,702 at 6%.
2002111$291,883$60,112$5,465iApproximate average salary by contribution assumption: employee only about $136,618 at 4% or $91,079 at 6%; with 50% employer match about $91,079 at 4% or $60,719 at 6%; with 100% employer match about $68,309 at 4% or $45,539 at 6%.
Hess-Rountree Inc. Retirement Plan-11$291,883$60,112$5,465iApproximate average salary by contribution assumption: employee only about $136,618 at 4% or $91,079 at 6%; with 50% employer match about $91,079 at 4% or $60,719 at 6%; with 100% employer match about $68,309 at 4% or $45,539 at 6%.
2001112$0$0-
Hess-Rountree Inc. Retirement Plan-12---
2000110$262,748$43,956$4,396iApproximate average salary by contribution assumption: employee only about $109,890 at 4% or $73,260 at 6%; with 50% employer match about $73,260 at 4% or $48,840 at 6%; with 100% employer match about $54,945 at 4% or $36,630 at 6%.
Hess-Rountree Inc. Retirement Plan-10$262,748$43,956$4,396iApproximate average salary by contribution assumption: employee only about $109,890 at 4% or $73,260 at 6%; with 50% employer match about $73,260 at 4% or $48,840 at 6%; with 100% employer match about $54,945 at 4% or $36,630 at 6%.
1999111$235,096$47,277$4,298iApproximate average salary by contribution assumption: employee only about $107,448 at 4% or $71,632 at 6%; with 50% employer match about $71,632 at 4% or $47,755 at 6%; with 100% employer match about $53,724 at 4% or $35,816 at 6%.
Hess-Rountree Inc. Retirement Plan-11$235,096$47,277$4,298iApproximate average salary by contribution assumption: employee only about $107,448 at 4% or $71,632 at 6%; with 50% employer match about $71,632 at 4% or $47,755 at 6%; with 100% employer match about $53,724 at 4% or $35,816 at 6%.