Civic Intelligence

Halverson & Applegate, P.S.

Plan context: Halverson & Applegate, P.S. 401K Profit Sharing Plan

EIN 91-1077427 • 12 filings • 5 plans

Current Snapshot

Latest Year

2008

2008 Participants

13

2008 Assets

$4,480,902

2008 Contributions

$31,674

Historical Graphs

Total Assets Over Time

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

$8,171,925$4,085,963$0199920042007YearValue
$4,480,902Latest year 2007

Participants Over Time

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

38190199920032007YearValue
13Latest year 2007

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
200810$0$31,674-
Halverson & Applegate, P.S. 401K Profit Sharing Plan-0-$31,674-
2007113$4,480,902$74,313$5,716iApproximate average salary by contribution assumption: employee only about $142,910 at 4% or $95,273 at 6%; with 50% employer match about $95,273 at 4% or $63,515 at 6%; with 100% employer match about $71,455 at 4% or $47,637 at 6%.
Halverson & Applegate, P.S. 401K Profit Sharing Plan-13$4,480,902$74,313$5,716iApproximate average salary by contribution assumption: employee only about $142,910 at 4% or $95,273 at 6%; with 50% employer match about $95,273 at 4% or $63,515 at 6%; with 100% employer match about $71,455 at 4% or $47,637 at 6%.
2006116$3,999,220$96,450$6,028iApproximate average salary by contribution assumption: employee only about $150,703 at 4% or $100,469 at 6%; with 50% employer match about $100,469 at 4% or $66,979 at 6%; with 100% employer match about $75,352 at 4% or $50,234 at 6%.
Halverson & Applegate, P.S. 401K Profit Sharing Plan-16$3,999,220$96,450$6,028iApproximate average salary by contribution assumption: employee only about $150,703 at 4% or $100,469 at 6%; with 50% employer match about $100,469 at 4% or $66,979 at 6%; with 100% employer match about $75,352 at 4% or $50,234 at 6%.
2005121$3,822,758$119,855$5,707iApproximate average salary by contribution assumption: employee only about $142,685 at 4% or $95,123 at 6%; with 50% employer match about $95,123 at 4% or $63,415 at 6%; with 100% employer match about $71,342 at 4% or $47,562 at 6%.
Halverson & Applegate, P.S. 401K Profit Sharing Plan-21$3,822,758$119,855$5,707iApproximate average salary by contribution assumption: employee only about $142,685 at 4% or $95,123 at 6%; with 50% employer match about $95,123 at 4% or $63,415 at 6%; with 100% employer match about $71,342 at 4% or $47,562 at 6%.
2004224$4,099,385$142,997$5,958iApproximate average salary by contribution assumption: employee only about $148,955 at 4% or $99,303 at 6%; with 50% employer match about $99,303 at 4% or $66,202 at 6%; with 100% employer match about $74,478 at 4% or $49,652 at 6%.
Halverson & Applegate, P.S. 401K Profit Sharing Plan-24$4,099,214$141,103$5,879iApproximate average salary by contribution assumption: employee only about $146,982 at 4% or $97,988 at 6%; with 50% employer match about $97,988 at 4% or $65,325 at 6%; with 100% employer match about $73,491 at 4% or $48,994 at 6%.
BENEFITS BUFFET WELFARE BENEFITS PLAN-12$171$1,894$158iApproximate average salary by contribution assumption: employee only about $3,946 at 4% or $2,631 at 6%; with 50% employer match about $2,631 at 4% or $1,754 at 6%; with 100% employer match about $1,973 at 4% or $1,315 at 6%.
2003116$257$2,991$187iApproximate average salary by contribution assumption: employee only about $4,673 at 4% or $3,116 at 6%; with 50% employer match about $3,116 at 4% or $2,077 at 6%; with 100% employer match about $2,337 at 4% or $1,558 at 6%.
BENEFITS BUFFET WELFARE BENEFITS PLAN-16$257$2,991$187iApproximate average salary by contribution assumption: employee only about $4,673 at 4% or $3,116 at 6%; with 50% employer match about $3,116 at 4% or $2,077 at 6%; with 100% employer match about $2,337 at 4% or $1,558 at 6%.
2002235$4,805,685$196,836$5,624iApproximate average salary by contribution assumption: employee only about $140,597 at 4% or $93,731 at 6%; with 50% employer match about $93,731 at 4% or $62,488 at 6%; with 100% employer match about $70,299 at 4% or $46,866 at 6%.
Halverson & Applegate, P.S. 401K Profit Sharing Plan-35$4,805,685$196,836$5,624iApproximate average salary by contribution assumption: employee only about $140,597 at 4% or $93,731 at 6%; with 50% employer match about $93,731 at 4% or $62,488 at 6%; with 100% employer match about $70,299 at 4% or $46,866 at 6%.
BENEFITS BUFFET WELFARE BENEFITS PLAN-14---
2001133$0$0-
Halverson & Applegate, P.S. 401K Profit Sharing Plan-33---
2000136$6,894,158$248,767$6,910iApproximate average salary by contribution assumption: employee only about $172,755 at 4% or $115,170 at 6%; with 50% employer match about $115,170 at 4% or $76,780 at 6%; with 100% employer match about $86,377 at 4% or $57,585 at 6%.
Halverson & Applegate, P.S. 401K Profit Sharing Plan-36$6,894,158$248,767$6,910iApproximate average salary by contribution assumption: employee only about $172,755 at 4% or $115,170 at 6%; with 50% employer match about $115,170 at 4% or $76,780 at 6%; with 100% employer match about $86,377 at 4% or $57,585 at 6%.
1999138$8,171,925$273,475$7,197iApproximate average salary by contribution assumption: employee only about $179,918 at 4% or $119,945 at 6%; with 50% employer match about $119,945 at 4% or $79,963 at 6%; with 100% employer match about $89,959 at 4% or $59,973 at 6%.
Halverson & Applegate, P.S. 401K Profit Sharing Plan-38$8,171,925$273,475$7,197iApproximate average salary by contribution assumption: employee only about $179,918 at 4% or $119,945 at 6%; with 50% employer match about $119,945 at 4% or $79,963 at 6%; with 100% employer match about $89,959 at 4% or $59,973 at 6%.