Howard Christensen and Associates,
Plan context: Howard Christensen and Associates Ltd 401K Plan
EIN 86-0614685 • Phoenix, AZ • 26 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$1,256,504
2024 Contributions
$64,453
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 | 4 | $1,256,504 | $64,453 | $16,113iApproximate average salary by contribution assumption: employee only about $402,831 at 4% or $268,554 at 6%; with 50% employer match about $268,554 at 4% or $179,036 at 6%; with 100% employer match about $201,416 at 4% or $134,277 at 6%. |
| Howard Christensen and Associates Ltd 401K Plan | - | 4 | $1,256,504 | $64,453 | $16,113iApproximate average salary by contribution assumption: employee only about $402,831 at 4% or $268,554 at 6%; with 50% employer match about $268,554 at 4% or $179,036 at 6%; with 100% employer match about $201,416 at 4% or $134,277 at 6%. |
| 2023 | 1 | 4 | $990,138 | $62,000 | $15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%. |
| Howard Christensen and Associates Ltd 401K Plan | - | 4 | $990,138 | $62,000 | $15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%. |
| 2022 | 1 | 5 | $982,385 | $59,384 | $11,877iApproximate average salary by contribution assumption: employee only about $296,920 at 4% or $197,947 at 6%; with 50% employer match about $197,947 at 4% or $131,964 at 6%; with 100% employer match about $148,460 at 4% or $98,973 at 6%. |
| Howard Christensen and Associates Ltd 401K Plan | - | 5 | $982,385 | $59,384 | $11,877iApproximate average salary by contribution assumption: employee only about $296,920 at 4% or $197,947 at 6%; with 50% employer match about $197,947 at 4% or $131,964 at 6%; with 100% employer match about $148,460 at 4% or $98,973 at 6%. |
| 2021 | 1 | 6 | $1,560,832 | $73,500 | $12,250iApproximate average salary by contribution assumption: employee only about $306,250 at 4% or $204,167 at 6%; with 50% employer match about $204,167 at 4% or $136,111 at 6%; with 100% employer match about $153,125 at 4% or $102,083 at 6%. |
| Howard Christensen and Associates Ltd 401K Plan | - | 6 | $1,560,832 | $73,500 | $12,250iApproximate average salary by contribution assumption: employee only about $306,250 at 4% or $204,167 at 6%; with 50% employer match about $204,167 at 4% or $136,111 at 6%; with 100% employer match about $153,125 at 4% or $102,083 at 6%. |
| 2020 | 1 | 7 | $1,356,881 | $82,737 | $11,820iApproximate average salary by contribution assumption: employee only about $295,489 at 4% or $196,993 at 6%; with 50% employer match about $196,993 at 4% or $131,329 at 6%; with 100% employer match about $147,745 at 4% or $98,496 at 6%. |
| Howard Christensen and Associates Ltd 401K Plan | - | 7 | $1,356,881 | $82,737 | $11,820iApproximate average salary by contribution assumption: employee only about $295,489 at 4% or $196,993 at 6%; with 50% employer match about $196,993 at 4% or $131,329 at 6%; with 100% employer match about $147,745 at 4% or $98,496 at 6%. |
| 2019 | 1 | 6 | $1,131,817 | $86,044 | $14,341iApproximate average salary by contribution assumption: employee only about $358,517 at 4% or $239,011 at 6%; with 50% employer match about $239,011 at 4% or $159,341 at 6%; with 100% employer match about $179,258 at 4% or $119,506 at 6%. |
| Howard Christensen and Associates Ltd 401K Plan | - | 6 | $1,131,817 | $86,044 | $14,341iApproximate average salary by contribution assumption: employee only about $358,517 at 4% or $239,011 at 6%; with 50% employer match about $239,011 at 4% or $159,341 at 6%; with 100% employer match about $179,258 at 4% or $119,506 at 6%. |
| 2018 | 1 | 7 | $959,928 | $67,095 | $9,585iApproximate average salary by contribution assumption: employee only about $239,625 at 4% or $159,750 at 6%; with 50% employer match about $159,750 at 4% or $106,500 at 6%; with 100% employer match about $119,813 at 4% or $79,875 at 6%. |
| Howard Christensen and Associates Ltd 401K Plan | - | 7 | $959,928 | $67,095 | $9,585iApproximate average salary by contribution assumption: employee only about $239,625 at 4% or $159,750 at 6%; with 50% employer match about $159,750 at 4% or $106,500 at 6%; with 100% employer match about $119,813 at 4% or $79,875 at 6%. |
| 2017 | 1 | 8 | $952,898 | $70,848 | $8,856iApproximate average salary by contribution assumption: employee only about $221,400 at 4% or $147,600 at 6%; with 50% employer match about $147,600 at 4% or $98,400 at 6%; with 100% employer match about $110,700 at 4% or $73,800 at 6%. |
| Howard Christensen and Associates Ltd 401K Plan | - | 8 | $952,898 | $70,848 | $8,856iApproximate average salary by contribution assumption: employee only about $221,400 at 4% or $147,600 at 6%; with 50% employer match about $147,600 at 4% or $98,400 at 6%; with 100% employer match about $110,700 at 4% or $73,800 at 6%. |
| 2016 | 1 | 8 | $807,999 | $48,712 | $6,089iApproximate average salary by contribution assumption: employee only about $152,225 at 4% or $101,483 at 6%; with 50% employer match about $101,483 at 4% or $67,656 at 6%; with 100% employer match about $76,113 at 4% or $50,742 at 6%. |
| Howard Christensen and Associates Ltd 401K Plan | - | 8 | $807,999 | $48,712 | $6,089iApproximate average salary by contribution assumption: employee only about $152,225 at 4% or $101,483 at 6%; with 50% employer match about $101,483 at 4% or $67,656 at 6%; with 100% employer match about $76,113 at 4% or $50,742 at 6%. |
| 2015 | 1 | 9 | $829,000 | $53,358 | $5,929iApproximate average salary by contribution assumption: employee only about $148,217 at 4% or $98,811 at 6%; with 50% employer match about $98,811 at 4% or $65,874 at 6%; with 100% employer match about $74,108 at 4% or $49,406 at 6%. |
| Howard Christensen and Associates Ltd 401K Plan | - | 9 | $829,000 | $53,358 | $5,929iApproximate average salary by contribution assumption: employee only about $148,217 at 4% or $98,811 at 6%; with 50% employer match about $98,811 at 4% or $65,874 at 6%; with 100% employer match about $74,108 at 4% or $49,406 at 6%. |
| 2014 | 1 | 10 | $786,445 | $45,923 | $4,592iApproximate average salary by contribution assumption: employee only about $114,808 at 4% or $76,538 at 6%; with 50% employer match about $76,538 at 4% or $51,026 at 6%; with 100% employer match about $57,404 at 4% or $38,269 at 6%. |
| Howard Christensen and Associates Ltd 401K Plan | - | 10 | $786,445 | $45,923 | $4,592iApproximate average salary by contribution assumption: employee only about $114,808 at 4% or $76,538 at 6%; with 50% employer match about $76,538 at 4% or $51,026 at 6%; with 100% employer match about $57,404 at 4% or $38,269 at 6%. |
| 2013 | 1 | 10 | $707,712 | $49,476 | $4,948iApproximate average salary by contribution assumption: employee only about $123,690 at 4% or $82,460 at 6%; with 50% employer match about $82,460 at 4% or $54,973 at 6%; with 100% employer match about $61,845 at 4% or $41,230 at 6%. |
| Howard Christensen and Associates Ltd 401K Plan | - | 10 | $707,712 | $49,476 | $4,948iApproximate average salary by contribution assumption: employee only about $123,690 at 4% or $82,460 at 6%; with 50% employer match about $82,460 at 4% or $54,973 at 6%; with 100% employer match about $61,845 at 4% or $41,230 at 6%. |
| 2012 | 1 | 11 | $700,941 | $42,358 | $3,851iApproximate average salary by contribution assumption: employee only about $96,268 at 4% or $64,179 at 6%; with 50% employer match about $64,179 at 4% or $42,786 at 6%; with 100% employer match about $48,134 at 4% or $32,089 at 6%. |
| Howard Christensen and Associates Ltd 401K Plan | - | 11 | $700,941 | $42,358 | $3,851iApproximate average salary by contribution assumption: employee only about $96,268 at 4% or $64,179 at 6%; with 50% employer match about $64,179 at 4% or $42,786 at 6%; with 100% employer match about $48,134 at 4% or $32,089 at 6%. |
| 2011 | 1 | 16 | $740,829 | $33,306 | $2,082iApproximate average salary by contribution assumption: employee only about $52,041 at 4% or $34,694 at 6%; with 50% employer match about $34,694 at 4% or $23,129 at 6%; with 100% employer match about $26,020 at 4% or $17,347 at 6%. |
| Howard Christensen and Associates Ltd 401K Plan | - | 16 | $740,829 | $33,306 | $2,082iApproximate average salary by contribution assumption: employee only about $52,041 at 4% or $34,694 at 6%; with 50% employer match about $34,694 at 4% or $23,129 at 6%; with 100% employer match about $26,020 at 4% or $17,347 at 6%. |
| 2010 | 1 | 20 | $790,043 | $39,110 | $1,956iApproximate average salary by contribution assumption: employee only about $48,888 at 4% or $32,592 at 6%; with 50% employer match about $32,592 at 4% or $21,728 at 6%; with 100% employer match about $24,444 at 4% or $16,296 at 6%. |
| Howard Christensen and Associates Ltd 401K Plan | - | 20 | $790,043 | $39,110 | $1,956iApproximate average salary by contribution assumption: employee only about $48,888 at 4% or $32,592 at 6%; with 50% employer match about $32,592 at 4% or $21,728 at 6%; with 100% employer match about $24,444 at 4% or $16,296 at 6%. |
| 2009 | 1 | 24 | $798,532 | $43,231 | $1,801iApproximate average salary by contribution assumption: employee only about $45,032 at 4% or $30,022 at 6%; with 50% employer match about $30,022 at 4% or $20,014 at 6%; with 100% employer match about $22,516 at 4% or $15,011 at 6%. |
| Howard Christensen and Associates Ltd 401K Plan | - | 24 | $798,532 | $43,231 | $1,801iApproximate average salary by contribution assumption: employee only about $45,032 at 4% or $30,022 at 6%; with 50% employer match about $30,022 at 4% or $20,014 at 6%; with 100% employer match about $22,516 at 4% or $15,011 at 6%. |
| 2008 | 1 | 9 | $600,411 | $84,421 | $9,380iApproximate average salary by contribution assumption: employee only about $234,503 at 4% or $156,335 at 6%; with 50% employer match about $156,335 at 4% or $104,223 at 6%; with 100% employer match about $117,251 at 4% or $78,168 at 6%. |
| Howard Christensen and Associates Ltd 401K Plan | - | 9 | $600,411 | $84,421 | $9,380iApproximate average salary by contribution assumption: employee only about $234,503 at 4% or $156,335 at 6%; with 50% employer match about $156,335 at 4% or $104,223 at 6%; with 100% employer match about $117,251 at 4% or $78,168 at 6%. |
| 2007 | 1 | 21 | $983,601 | $228,871 | $10,899iApproximate average salary by contribution assumption: employee only about $272,465 at 4% or $181,644 at 6%; with 50% employer match about $181,644 at 4% or $121,096 at 6%; with 100% employer match about $136,233 at 4% or $90,822 at 6%. |
| Howard Christensen and Associates Ltd 401K Plan | - | 21 | $983,601 | $228,871 | $10,899iApproximate average salary by contribution assumption: employee only about $272,465 at 4% or $181,644 at 6%; with 50% employer match about $181,644 at 4% or $121,096 at 6%; with 100% employer match about $136,233 at 4% or $90,822 at 6%. |
| 2006 | 1 | 18 | $707,869 | $143,354 | $7,964iApproximate average salary by contribution assumption: employee only about $199,103 at 4% or $132,735 at 6%; with 50% employer match about $132,735 at 4% or $88,490 at 6%; with 100% employer match about $99,551 at 4% or $66,368 at 6%. |
| Howard Christensen and Associates Ltd 401K Plan | - | 18 | $707,869 | $143,354 | $7,964iApproximate average salary by contribution assumption: employee only about $199,103 at 4% or $132,735 at 6%; with 50% employer match about $132,735 at 4% or $88,490 at 6%; with 100% employer match about $99,551 at 4% or $66,368 at 6%. |
| 2005 | 1 | 19 | $486,883 | $111,765 | $5,882iApproximate average salary by contribution assumption: employee only about $147,059 at 4% or $98,039 at 6%; with 50% employer match about $98,039 at 4% or $65,360 at 6%; with 100% employer match about $73,530 at 4% or $49,020 at 6%. |
| Howard Christensen and Associates Ltd 401K Plan | - | 19 | $486,883 | $111,765 | $5,882iApproximate average salary by contribution assumption: employee only about $147,059 at 4% or $98,039 at 6%; with 50% employer match about $98,039 at 4% or $65,360 at 6%; with 100% employer match about $73,530 at 4% or $49,020 at 6%. |
| 2004 | 1 | 16 | $670,080 | $124,483 | $7,780iApproximate average salary by contribution assumption: employee only about $194,505 at 4% or $129,670 at 6%; with 50% employer match about $129,670 at 4% or $86,447 at 6%; with 100% employer match about $97,252 at 4% or $64,835 at 6%. |
| Howard Christensen and Associates Ltd 401K Plan | - | 16 | $670,080 | $124,483 | $7,780iApproximate average salary by contribution assumption: employee only about $194,505 at 4% or $129,670 at 6%; with 50% employer match about $129,670 at 4% or $86,447 at 6%; with 100% employer match about $97,252 at 4% or $64,835 at 6%. |
| 2003 | 1 | 18 | $486,089 | $130,524 | $7,251iApproximate average salary by contribution assumption: employee only about $181,283 at 4% or $120,856 at 6%; with 50% employer match about $120,856 at 4% or $80,570 at 6%; with 100% employer match about $90,642 at 4% or $60,428 at 6%. |
| Howard Christensen and Associates Ltd 401K Plan | - | 18 | $486,089 | $130,524 | $7,251iApproximate average salary by contribution assumption: employee only about $181,283 at 4% or $120,856 at 6%; with 50% employer match about $120,856 at 4% or $80,570 at 6%; with 100% employer match about $90,642 at 4% or $60,428 at 6%. |
| 2002 | 1 | 19 | $374,392 | $77,134 | $4,060iApproximate average salary by contribution assumption: employee only about $101,492 at 4% or $67,661 at 6%; with 50% employer match about $67,661 at 4% or $45,108 at 6%; with 100% employer match about $50,746 at 4% or $33,831 at 6%. |
| Howard Christensen and Associates Ltd 401K Plan | - | 19 | $374,392 | $77,134 | $4,060iApproximate average salary by contribution assumption: employee only about $101,492 at 4% or $67,661 at 6%; with 50% employer match about $67,661 at 4% or $45,108 at 6%; with 100% employer match about $50,746 at 4% or $33,831 at 6%. |
| 2001 | 1 | 11 | $562,633 | $62,288 | $5,663iApproximate average salary by contribution assumption: employee only about $141,564 at 4% or $94,376 at 6%; with 50% employer match about $94,376 at 4% or $62,917 at 6%; with 100% employer match about $70,782 at 4% or $47,188 at 6%. |
| Howard Christensen and Associates Ltd 401K Plan | - | 11 | $562,633 | $62,288 | $5,663iApproximate average salary by contribution assumption: employee only about $141,564 at 4% or $94,376 at 6%; with 50% employer match about $94,376 at 4% or $62,917 at 6%; with 100% employer match about $70,782 at 4% or $47,188 at 6%. |
| 2000 | 1 | 16 | $644,714 | $76,542 | $4,784iApproximate average salary by contribution assumption: employee only about $119,597 at 4% or $79,731 at 6%; with 50% employer match about $79,731 at 4% or $53,154 at 6%; with 100% employer match about $59,798 at 4% or $39,866 at 6%. |
| Howard Christensen and Associates Ltd 401K Plan | - | 16 | $644,714 | $76,542 | $4,784iApproximate average salary by contribution assumption: employee only about $119,597 at 4% or $79,731 at 6%; with 50% employer match about $79,731 at 4% or $53,154 at 6%; with 100% employer match about $59,798 at 4% or $39,866 at 6%. |
| 1999 | 1 | 27 | $829,370 | $112,319 | $4,160iApproximate average salary by contribution assumption: employee only about $103,999 at 4% or $69,333 at 6%; with 50% employer match about $69,333 at 4% or $46,222 at 6%; with 100% employer match about $52,000 at 4% or $34,666 at 6%. |
| Howard Christensen and Associates Ltd 401K Plan | - | 27 | $829,370 | $112,319 | $4,160iApproximate average salary by contribution assumption: employee only about $103,999 at 4% or $69,333 at 6%; with 50% employer match about $69,333 at 4% or $46,222 at 6%; with 100% employer match about $52,000 at 4% or $34,666 at 6%. |