Eric Hepler Inc.
Plan context: Eric Hepler Inc. Cash Balance Plan
EIN 93-1120255 • Clatskanie, OR • 19 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$4,969,259
2024 Contributions
$158,436
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 | 0 | $0 | $0 | - |
| Eric Hepler Inc. Cash Balance Plan | - | 0 | $0 | $0 | - |
| 2023 | 2 | 11 | $4,969,259 | $158,436 | $14,403iApproximate average salary by contribution assumption: employee only about $360,082 at 4% or $240,055 at 6%; with 50% employer match about $240,055 at 4% or $160,036 at 6%; with 100% employer match about $180,041 at 4% or $120,027 at 6%. |
| Eric Hepler Inc. Cash Balance Plan | - | 4 | $3,547,440 | - | - |
| ERIC HEPLER, INC. 401K PROFIT SHARING PLAN | - | 11 | $1,421,819 | $158,436 | $14,403iApproximate average salary by contribution assumption: employee only about $360,082 at 4% or $240,055 at 6%; with 50% employer match about $240,055 at 4% or $160,036 at 6%; with 100% employer match about $180,041 at 4% or $120,027 at 6%. |
| 2022 | 2 | 11 | $3,821,733 | $125,019 | $11,365iApproximate average salary by contribution assumption: employee only about $284,134 at 4% or $189,423 at 6%; with 50% employer match about $189,423 at 4% or $126,282 at 6%; with 100% employer match about $142,067 at 4% or $94,711 at 6%. |
| Eric Hepler Inc. Cash Balance Plan | - | 4 | $2,805,959 | $0 | - |
| ERIC HEPLER, INC. 401K PROFIT SHARING PLAN | - | 11 | $1,015,774 | $125,019 | $11,365iApproximate average salary by contribution assumption: employee only about $284,134 at 4% or $189,423 at 6%; with 50% employer match about $189,423 at 4% or $126,282 at 6%; with 100% employer match about $142,067 at 4% or $94,711 at 6%. |
| 2021 | 2 | 5 | $3,525,388 | $473,115 | $94,623iApproximate average salary by contribution assumption: employee only about $2,365,575 at 4% or $1,577,050 at 6%; with 50% employer match about $1,577,050 at 4% or $1,051,367 at 6%; with 100% employer match about $1,182,788 at 4% or $788,525 at 6%. |
| Eric Hepler Inc. Cash Balance Plan | - | 4 | $2,681,336 | $380,843 | $95,211iApproximate average salary by contribution assumption: employee only about $2,380,269 at 4% or $1,586,846 at 6%; with 50% employer match about $1,586,846 at 4% or $1,057,897 at 6%; with 100% employer match about $1,190,134 at 4% or $793,423 at 6%. |
| ERIC HEPLER, INC. 401K PROFIT SHARING PLAN | - | 5 | $844,052 | $92,272 | $18,454iApproximate average salary by contribution assumption: employee only about $461,360 at 4% or $307,573 at 6%; with 50% employer match about $307,573 at 4% or $205,049 at 6%; with 100% employer match about $230,680 at 4% or $153,787 at 6%. |
| 2020 | 2 | 11 | $3,576,729 | $287,397 | $26,127iApproximate average salary by contribution assumption: employee only about $653,175 at 4% or $435,450 at 6%; with 50% employer match about $435,450 at 4% or $290,300 at 6%; with 100% employer match about $326,588 at 4% or $217,725 at 6%. |
| Eric Hepler Inc. Cash Balance Plan | - | 4 | $2,693,207 | $169,469 | $42,367iApproximate average salary by contribution assumption: employee only about $1,059,181 at 4% or $706,121 at 6%; with 50% employer match about $706,121 at 4% or $470,747 at 6%; with 100% employer match about $529,591 at 4% or $353,060 at 6%. |
| ERIC HEPLER, INC. 401K PROFIT SHARING PLAN | - | 11 | $883,522 | $117,928 | $10,721iApproximate average salary by contribution assumption: employee only about $268,018 at 4% or $178,679 at 6%; with 50% employer match about $178,679 at 4% or $119,119 at 6%; with 100% employer match about $134,009 at 4% or $89,339 at 6%. |
| 2019 | 2 | 11 | $2,696,858 | $453,562 | $41,233iApproximate average salary by contribution assumption: employee only about $1,030,823 at 4% or $687,215 at 6%; with 50% employer match about $687,215 at 4% or $458,143 at 6%; with 100% employer match about $515,411 at 4% or $343,608 at 6%. |
| Eric Hepler Inc. Cash Balance Plan | - | 3 | $2,074,254 | $344,405 | $114,802iApproximate average salary by contribution assumption: employee only about $2,870,042 at 4% or $1,913,361 at 6%; with 50% employer match about $1,913,361 at 4% or $1,275,574 at 6%; with 100% employer match about $1,435,021 at 4% or $956,681 at 6%. |
| ERIC HEPLER, INC. 401K PROFIT SHARING PLAN | - | 11 | $622,604 | $109,157 | $9,923iApproximate average salary by contribution assumption: employee only about $248,084 at 4% or $165,389 at 6%; with 50% employer match about $165,389 at 4% or $110,260 at 6%; with 100% employer match about $124,042 at 4% or $82,695 at 6%. |
| 2018 | 2 | 10 | $2,238,823 | $569,553 | $56,955iApproximate average salary by contribution assumption: employee only about $1,423,883 at 4% or $949,255 at 6%; with 50% employer match about $949,255 at 4% or $632,837 at 6%; with 100% employer match about $711,941 at 4% or $474,628 at 6%. |
| Eric Hepler Inc. Cash Balance Plan | - | 3 | $1,672,217 | $425,927 | $141,976iApproximate average salary by contribution assumption: employee only about $3,549,392 at 4% or $2,366,261 at 6%; with 50% employer match about $2,366,261 at 4% or $1,577,507 at 6%; with 100% employer match about $1,774,696 at 4% or $1,183,131 at 6%. |
| ERIC HEPLER, INC. 401K PROFIT SHARING PLAN | - | 10 | $566,606 | $143,626 | $14,363iApproximate average salary by contribution assumption: employee only about $359,065 at 4% or $239,377 at 6%; with 50% employer match about $239,377 at 4% or $159,584 at 6%; with 100% employer match about $179,533 at 4% or $119,688 at 6%. |
| 2017 | 2 | 10 | $1,548,218 | $570,652 | $57,065iApproximate average salary by contribution assumption: employee only about $1,426,630 at 4% or $951,087 at 6%; with 50% employer match about $951,087 at 4% or $634,058 at 6%; with 100% employer match about $713,315 at 4% or $475,543 at 6%. |
| Eric Hepler Inc. Cash Balance Plan | - | 3 | $1,163,601 | $434,515 | $144,838iApproximate average salary by contribution assumption: employee only about $3,620,958 at 4% or $2,413,972 at 6%; with 50% employer match about $2,413,972 at 4% or $1,609,315 at 6%; with 100% employer match about $1,810,479 at 4% or $1,206,986 at 6%. |
| ERIC HEPLER, INC. 401K PROFIT SHARING PLAN | - | 10 | $384,617 | $136,137 | $13,614iApproximate average salary by contribution assumption: employee only about $340,343 at 4% or $226,895 at 6%; with 50% employer match about $226,895 at 4% or $151,263 at 6%; with 100% employer match about $170,171 at 4% or $113,448 at 6%. |
| 2016 | 2 | 10 | $1,009,526 | $605,526 | $60,553iApproximate average salary by contribution assumption: employee only about $1,513,815 at 4% or $1,009,210 at 6%; with 50% employer match about $1,009,210 at 4% or $672,807 at 6%; with 100% employer match about $756,908 at 4% or $504,605 at 6%. |
| Eric Hepler Inc. Cash Balance Plan | - | 5 | $751,708 | $488,664 | $97,733iApproximate average salary by contribution assumption: employee only about $2,443,320 at 4% or $1,628,880 at 6%; with 50% employer match about $1,628,880 at 4% or $1,085,920 at 6%; with 100% employer match about $1,221,660 at 4% or $814,440 at 6%. |
| ERIC HEPLER, INC. 401K PROFIT SHARING PLAN | - | 10 | $257,818 | $116,862 | $11,686iApproximate average salary by contribution assumption: employee only about $292,155 at 4% or $194,770 at 6%; with 50% employer match about $194,770 at 4% or $129,847 at 6%; with 100% employer match about $146,078 at 4% or $97,385 at 6%. |
| 2015 | 2 | 9 | $403,939 | $403,939 | $44,882iApproximate average salary by contribution assumption: employee only about $1,122,053 at 4% or $748,035 at 6%; with 50% employer match about $748,035 at 4% or $498,690 at 6%; with 100% employer match about $561,026 at 4% or $374,018 at 6%. |
| Eric Hepler Inc. Cash Balance Plan | - | 5 | $263,000 | $263,000 | $52,600iApproximate average salary by contribution assumption: employee only about $1,315,000 at 4% or $876,667 at 6%; with 50% employer match about $876,667 at 4% or $584,444 at 6%; with 100% employer match about $657,500 at 4% or $438,333 at 6%. |
| ERIC HEPLER, INC. 401K PROFIT SHARING PLAN | - | 9 | $140,939 | $140,939 | $15,660iApproximate average salary by contribution assumption: employee only about $391,497 at 4% or $260,998 at 6%; with 50% employer match about $260,998 at 4% or $173,999 at 6%; with 100% employer match about $195,749 at 4% or $130,499 at 6%. |