Civic Intelligence

Hawthorn Investments LLC

Plan context: Hawthorn Investments LLC 401(K) Profit Sharing Plan and Trust

EIN 01-0828459 • Needham, MA • 8 filings • 3 plans

97 Chapel StreetSuite 3Needham, MA 02492
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$1,221,263

2025 Contributions

$171,679

Historical Graphs

Total Assets Over Time

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

$1,221,263$610,632$0201820222025YearValue
$1,221,263Latest year 2025

Participants Over Time

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

1470201820222025YearValue
14Latest year 2025

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
2025114$1,221,263$171,679$12,263iApproximate average salary by contribution assumption: employee only about $306,570 at 4% or $204,380 at 6%; with 50% employer match about $204,380 at 4% or $136,253 at 6%; with 100% employer match about $153,285 at 4% or $102,190 at 6%.
Hawthorn Investments LLC 401(K) Profit Sharing Plan and Trust-14$1,221,263$171,679$12,263iApproximate average salary by contribution assumption: employee only about $306,570 at 4% or $204,380 at 6%; with 50% employer match about $204,380 at 4% or $136,253 at 6%; with 100% employer match about $153,285 at 4% or $102,190 at 6%.
2024111$871,753$146,747$13,341iApproximate average salary by contribution assumption: employee only about $333,516 at 4% or $222,344 at 6%; with 50% employer match about $222,344 at 4% or $148,229 at 6%; with 100% employer match about $166,758 at 4% or $111,172 at 6%.
Hawthorn Investments LLC 401(K) Profit Sharing Plan and Trust-11$871,753$146,747$13,341iApproximate average salary by contribution assumption: employee only about $333,516 at 4% or $222,344 at 6%; with 50% employer match about $222,344 at 4% or $148,229 at 6%; with 100% employer match about $166,758 at 4% or $111,172 at 6%.
2023114$653,506$140,634$10,045iApproximate average salary by contribution assumption: employee only about $251,132 at 4% or $167,421 at 6%; with 50% employer match about $167,421 at 4% or $111,614 at 6%; with 100% employer match about $125,566 at 4% or $83,711 at 6%.
Hawthorn Investments LLC 401(K) Profit Sharing Plan and Trust-14$653,506$140,634$10,045iApproximate average salary by contribution assumption: employee only about $251,132 at 4% or $167,421 at 6%; with 50% employer match about $167,421 at 4% or $111,614 at 6%; with 100% employer match about $125,566 at 4% or $83,711 at 6%.
2022111$434,314$156,679$14,244iApproximate average salary by contribution assumption: employee only about $356,089 at 4% or $237,392 at 6%; with 50% employer match about $237,392 at 4% or $158,262 at 6%; with 100% employer match about $178,044 at 4% or $118,696 at 6%.
Hawthorn Investments LLC 401(K) Profit Sharing Plan and Trust-11$434,314$156,679$14,244iApproximate average salary by contribution assumption: employee only about $356,089 at 4% or $237,392 at 6%; with 50% employer match about $237,392 at 4% or $158,262 at 6%; with 100% employer match about $178,044 at 4% or $118,696 at 6%.
2021113$367,228$133,827$10,294iApproximate average salary by contribution assumption: employee only about $257,360 at 4% or $171,573 at 6%; with 50% employer match about $171,573 at 4% or $114,382 at 6%; with 100% employer match about $128,680 at 4% or $85,787 at 6%.
Hawthorn Investments LLC 401(K) Profit Sharing Plan and Trust-13$367,228$133,827$10,294iApproximate average salary by contribution assumption: employee only about $257,360 at 4% or $171,573 at 6%; with 50% employer match about $171,573 at 4% or $114,382 at 6%; with 100% employer match about $128,680 at 4% or $85,787 at 6%.
2020111$209,075$83,119$7,556iApproximate average salary by contribution assumption: employee only about $188,907 at 4% or $125,938 at 6%; with 50% employer match about $125,938 at 4% or $83,959 at 6%; with 100% employer match about $94,453 at 4% or $62,969 at 6%.
Hawthorn Investments LLC 401(K) Profit Sharing Plan and Trust-11$209,075$83,119$7,556iApproximate average salary by contribution assumption: employee only about $188,907 at 4% or $125,938 at 6%; with 50% employer match about $125,938 at 4% or $83,959 at 6%; with 100% employer match about $94,453 at 4% or $62,969 at 6%.
201917$99,033$42,155$6,022iApproximate average salary by contribution assumption: employee only about $150,554 at 4% or $100,369 at 6%; with 50% employer match about $100,369 at 4% or $66,913 at 6%; with 100% employer match about $75,277 at 4% or $50,185 at 6%.
Hawthorn Investments LLC 401(K) Profit Sharing Plan and Trust-7$99,033$42,155$6,022iApproximate average salary by contribution assumption: employee only about $150,554 at 4% or $100,369 at 6%; with 50% employer match about $100,369 at 4% or $66,913 at 6%; with 100% employer match about $75,277 at 4% or $50,185 at 6%.
201817$44,082$43,580$6,226iApproximate average salary by contribution assumption: employee only about $155,643 at 4% or $103,762 at 6%; with 50% employer match about $103,762 at 4% or $69,175 at 6%; with 100% employer match about $77,821 at 4% or $51,881 at 6%.
Hawthorn Investments LLC 401(K) Profit Sharing Plan and Trust-7$44,082$43,580$6,226iApproximate average salary by contribution assumption: employee only about $155,643 at 4% or $103,762 at 6%; with 50% employer match about $103,762 at 4% or $69,175 at 6%; with 100% employer match about $77,821 at 4% or $51,881 at 6%.