Humphrey & Petersen PC
Plan context: Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement
EIN 86-1011764 • 25 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$6,322,131
2024 Contributions
$51,756
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 | 6 | $6,322,131 | $51,756 | $8,626iApproximate average salary by contribution assumption: employee only about $215,650 at 4% or $143,767 at 6%; with 50% employer match about $143,767 at 4% or $95,844 at 6%; with 100% employer match about $107,825 at 4% or $71,883 at 6%. |
| Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement | - | 6 | $6,322,131 | $51,756 | $8,626iApproximate average salary by contribution assumption: employee only about $215,650 at 4% or $143,767 at 6%; with 50% employer match about $143,767 at 4% or $95,844 at 6%; with 100% employer match about $107,825 at 4% or $71,883 at 6%. |
| 2023 | 1 | 6 | $6,201,811 | $82,500 | $13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%. |
| Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement | - | 6 | $6,201,811 | $82,500 | $13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%. |
| 2022 | 1 | 6 | $5,794,677 | $116,400 | $19,400iApproximate average salary by contribution assumption: employee only about $485,000 at 4% or $323,333 at 6%; with 50% employer match about $323,333 at 4% or $215,556 at 6%; with 100% employer match about $242,500 at 4% or $161,667 at 6%. |
| Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement | - | 6 | $5,794,677 | $116,400 | $19,400iApproximate average salary by contribution assumption: employee only about $485,000 at 4% or $323,333 at 6%; with 50% employer match about $323,333 at 4% or $215,556 at 6%; with 100% employer match about $242,500 at 4% or $161,667 at 6%. |
| 2021 | 1 | 9 | $5,869,145 | $103,250 | $11,472iApproximate average salary by contribution assumption: employee only about $286,806 at 4% or $191,204 at 6%; with 50% employer match about $191,204 at 4% or $127,469 at 6%; with 100% employer match about $143,403 at 4% or $95,602 at 6%. |
| Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement | - | 9 | $5,869,145 | $103,250 | $11,472iApproximate average salary by contribution assumption: employee only about $286,806 at 4% or $191,204 at 6%; with 50% employer match about $191,204 at 4% or $127,469 at 6%; with 100% employer match about $143,403 at 4% or $95,602 at 6%. |
| 2020 | 1 | 10 | $5,170,797 | $77,652 | $7,765iApproximate average salary by contribution assumption: employee only about $194,130 at 4% or $129,420 at 6%; with 50% employer match about $129,420 at 4% or $86,280 at 6%; with 100% employer match about $97,065 at 4% or $64,710 at 6%. |
| Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement | - | 10 | $5,170,797 | $77,652 | $7,765iApproximate average salary by contribution assumption: employee only about $194,130 at 4% or $129,420 at 6%; with 50% employer match about $129,420 at 4% or $86,280 at 6%; with 100% employer match about $97,065 at 4% or $64,710 at 6%. |
| 2019 | 1 | 8 | $4,464,813 | $71,932 | $8,992iApproximate average salary by contribution assumption: employee only about $224,788 at 4% or $149,858 at 6%; with 50% employer match about $149,858 at 4% or $99,906 at 6%; with 100% employer match about $112,394 at 4% or $74,929 at 6%. |
| Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement | - | 8 | $4,464,813 | $71,932 | $8,992iApproximate average salary by contribution assumption: employee only about $224,788 at 4% or $149,858 at 6%; with 50% employer match about $149,858 at 4% or $99,906 at 6%; with 100% employer match about $112,394 at 4% or $74,929 at 6%. |
| 2018 | 1 | 10 | $4,027,868 | $67,754 | $6,775iApproximate average salary by contribution assumption: employee only about $169,385 at 4% or $112,923 at 6%; with 50% employer match about $112,923 at 4% or $75,282 at 6%; with 100% employer match about $84,693 at 4% or $56,462 at 6%. |
| Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement | - | 10 | $4,027,868 | $67,754 | $6,775iApproximate average salary by contribution assumption: employee only about $169,385 at 4% or $112,923 at 6%; with 50% employer match about $112,923 at 4% or $75,282 at 6%; with 100% employer match about $84,693 at 4% or $56,462 at 6%. |
| 2017 | 1 | 11 | $3,562,761 | $40,233 | $3,658iApproximate average salary by contribution assumption: employee only about $91,439 at 4% or $60,959 at 6%; with 50% employer match about $60,959 at 4% or $40,639 at 6%; with 100% employer match about $45,719 at 4% or $30,480 at 6%. |
| Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement | - | 11 | $3,562,761 | $40,233 | $3,658iApproximate average salary by contribution assumption: employee only about $91,439 at 4% or $60,959 at 6%; with 50% employer match about $60,959 at 4% or $40,639 at 6%; with 100% employer match about $45,719 at 4% or $30,480 at 6%. |
| 2016 | 1 | 11 | $3,198,143 | $44,696 | $4,063iApproximate average salary by contribution assumption: employee only about $101,582 at 4% or $67,721 at 6%; with 50% employer match about $67,721 at 4% or $45,147 at 6%; with 100% employer match about $50,791 at 4% or $33,861 at 6%. |
| Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement | - | 11 | $3,198,143 | $44,696 | $4,063iApproximate average salary by contribution assumption: employee only about $101,582 at 4% or $67,721 at 6%; with 50% employer match about $67,721 at 4% or $45,147 at 6%; with 100% employer match about $50,791 at 4% or $33,861 at 6%. |
| 2015 | 1 | 13 | $2,868,438 | $44,103 | $3,393iApproximate average salary by contribution assumption: employee only about $84,813 at 4% or $56,542 at 6%; with 50% employer match about $56,542 at 4% or $37,695 at 6%; with 100% employer match about $42,407 at 4% or $28,271 at 6%. |
| Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement | - | 13 | $2,868,438 | $44,103 | $3,393iApproximate average salary by contribution assumption: employee only about $84,813 at 4% or $56,542 at 6%; with 50% employer match about $56,542 at 4% or $37,695 at 6%; with 100% employer match about $42,407 at 4% or $28,271 at 6%. |
| 2014 | 1 | 13 | $2,549,998 | $48,111 | $3,701iApproximate average salary by contribution assumption: employee only about $92,521 at 4% or $61,681 at 6%; with 50% employer match about $61,681 at 4% or $41,121 at 6%; with 100% employer match about $46,261 at 4% or $30,840 at 6%. |
| Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement | - | 13 | $2,549,998 | $48,111 | $3,701iApproximate average salary by contribution assumption: employee only about $92,521 at 4% or $61,681 at 6%; with 50% employer match about $61,681 at 4% or $41,121 at 6%; with 100% employer match about $46,261 at 4% or $30,840 at 6%. |
| 2013 | 1 | 12 | $2,346,910 | $78,127 | $6,511iApproximate average salary by contribution assumption: employee only about $162,765 at 4% or $108,510 at 6%; with 50% employer match about $108,510 at 4% or $72,340 at 6%; with 100% employer match about $81,382 at 4% or $54,255 at 6%. |
| Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement | - | 12 | $2,346,910 | $78,127 | $6,511iApproximate average salary by contribution assumption: employee only about $162,765 at 4% or $108,510 at 6%; with 50% employer match about $108,510 at 4% or $72,340 at 6%; with 100% employer match about $81,382 at 4% or $54,255 at 6%. |
| 2012 | 1 | 11 | $2,155,895 | $73,726 | $6,702iApproximate average salary by contribution assumption: employee only about $167,559 at 4% or $111,706 at 6%; with 50% employer match about $111,706 at 4% or $74,471 at 6%; with 100% employer match about $83,780 at 4% or $55,853 at 6%. |
| Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement | - | 11 | $2,155,895 | $73,726 | $6,702iApproximate average salary by contribution assumption: employee only about $167,559 at 4% or $111,706 at 6%; with 50% employer match about $111,706 at 4% or $74,471 at 6%; with 100% employer match about $83,780 at 4% or $55,853 at 6%. |
| 2011 | 1 | 12 | $1,953,372 | $155,912 | $12,993iApproximate average salary by contribution assumption: employee only about $324,817 at 4% or $216,544 at 6%; with 50% employer match about $216,544 at 4% or $144,363 at 6%; with 100% employer match about $162,408 at 4% or $108,272 at 6%. |
| Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement | - | 12 | $1,953,372 | $155,912 | $12,993iApproximate average salary by contribution assumption: employee only about $324,817 at 4% or $216,544 at 6%; with 50% employer match about $216,544 at 4% or $144,363 at 6%; with 100% employer match about $162,408 at 4% or $108,272 at 6%. |
| 2010 | 1 | 16 | $1,823,921 | $139,079 | $8,692iApproximate average salary by contribution assumption: employee only about $217,311 at 4% or $144,874 at 6%; with 50% employer match about $144,874 at 4% or $96,583 at 6%; with 100% employer match about $108,655 at 4% or $72,437 at 6%. |
| Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement | - | 16 | $1,823,921 | $139,079 | $8,692iApproximate average salary by contribution assumption: employee only about $217,311 at 4% or $144,874 at 6%; with 50% employer match about $144,874 at 4% or $96,583 at 6%; with 100% employer match about $108,655 at 4% or $72,437 at 6%. |
| 2009 | 1 | 12 | $1,629,560 | $118,766 | $9,897iApproximate average salary by contribution assumption: employee only about $247,429 at 4% or $164,953 at 6%; with 50% employer match about $164,953 at 4% or $109,969 at 6%; with 100% employer match about $123,715 at 4% or $82,476 at 6%. |
| Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement | - | 12 | $1,629,560 | $118,766 | $9,897iApproximate average salary by contribution assumption: employee only about $247,429 at 4% or $164,953 at 6%; with 50% employer match about $164,953 at 4% or $109,969 at 6%; with 100% employer match about $123,715 at 4% or $82,476 at 6%. |
| 2008 | 1 | 11 | $1,423,742 | $55,106 | $5,010iApproximate average salary by contribution assumption: employee only about $125,241 at 4% or $83,494 at 6%; with 50% employer match about $83,494 at 4% or $55,663 at 6%; with 100% employer match about $62,620 at 4% or $41,747 at 6%. |
| Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement | - | 11 | $1,423,742 | $55,106 | $5,010iApproximate average salary by contribution assumption: employee only about $125,241 at 4% or $83,494 at 6%; with 50% employer match about $83,494 at 4% or $55,663 at 6%; with 100% employer match about $62,620 at 4% or $41,747 at 6%. |
| 2007 | 1 | 11 | $0 | $0 | - |
| Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement | - | 11 | - | - | - |
| 2005 | 1 | 11 | $956,860 | $101,591 | $9,236iApproximate average salary by contribution assumption: employee only about $230,889 at 4% or $153,926 at 6%; with 50% employer match about $153,926 at 4% or $102,617 at 6%; with 100% employer match about $115,444 at 4% or $76,963 at 6%. |
| Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement | - | 11 | $956,860 | $101,591 | $9,236iApproximate average salary by contribution assumption: employee only about $230,889 at 4% or $153,926 at 6%; with 50% employer match about $153,926 at 4% or $102,617 at 6%; with 100% employer match about $115,444 at 4% or $76,963 at 6%. |
| 2004 | 1 | 12 | $794,516 | $280,645 | $23,387iApproximate average salary by contribution assumption: employee only about $584,677 at 4% or $389,785 at 6%; with 50% employer match about $389,785 at 4% or $259,856 at 6%; with 100% employer match about $292,339 at 4% or $194,892 at 6%. |
| Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement | - | 12 | $794,516 | $280,645 | $23,387iApproximate average salary by contribution assumption: employee only about $584,677 at 4% or $389,785 at 6%; with 50% employer match about $389,785 at 4% or $259,856 at 6%; with 100% employer match about $292,339 at 4% or $194,892 at 6%. |
| 2003 | 1 | 10 | $468,787 | $360,000 | $36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%. |
| Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement | - | 10 | $468,787 | $360,000 | $36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%. |
| 2002 | 2 | 7 | $63,353 | $55,550 | $7,936iApproximate average salary by contribution assumption: employee only about $198,393 at 4% or $132,262 at 6%; with 50% employer match about $132,262 at 4% or $88,175 at 6%; with 100% employer match about $99,196 at 4% or $66,131 at 6%. |
| Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement | - | 7 | $63,353 | $55,550 | $7,936iApproximate average salary by contribution assumption: employee only about $198,393 at 4% or $132,262 at 6%; with 50% employer match about $132,262 at 4% or $88,175 at 6%; with 100% employer match about $99,196 at 4% or $66,131 at 6%. |
| HUMPHREY & PETERSEN PC MONEY PURCHASE PENSION PLAN & TRUST AGREEMENT | - | 0 | - | - | - |
| 2001 | 2 | 4 | $0 | $0 | - |
| HUMPHREY LAW FIRM PC MONEY PURCHASE PENSION PLAN & TRUST AGREEMENT | - | 4 | - | - | - |
| Humphrey & Petersen PC Profit Sharing Plan & Trust Agreement | - | 4 | - | - | - |