Civic Intelligence

HARTSHORNE & CURLEY INSURANCE, INC.

Plan context: HARTSHORNE & CURLEY INSURANCE 401(K) PROFIT SHARING PLAN

EIN 04-2559822 • Wakefield, MA • 8 filings • 1 plans

35 Albion StreetWakefield, MA 01880
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$2,883,818

2025 Contributions

$263,128

Historical Graphs

Total Assets Over Time

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

$2,883,818$1,441,909$0201820222025YearValue
$2,883,818Latest year 2025

Participants Over Time

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

1370201820222025YearValue
13Latest 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
2025113$2,883,818$263,128$20,241iApproximate average salary by contribution assumption: employee only about $506,015 at 4% or $337,344 at 6%; with 50% employer match about $337,344 at 4% or $224,896 at 6%; with 100% employer match about $253,008 at 4% or $168,672 at 6%.
HARTSHORNE & CURLEY INSURANCE 401(K) PROFIT SHARING PLAN-13$2,883,818$263,128$20,241iApproximate average salary by contribution assumption: employee only about $506,015 at 4% or $337,344 at 6%; with 50% employer match about $337,344 at 4% or $224,896 at 6%; with 100% employer match about $253,008 at 4% or $168,672 at 6%.
2024113$2,339,692$1,033,734$79,518iApproximate average salary by contribution assumption: employee only about $1,987,950 at 4% or $1,325,300 at 6%; with 50% employer match about $1,325,300 at 4% or $883,533 at 6%; with 100% employer match about $993,975 at 4% or $662,650 at 6%.
HARTSHORNE & CURLEY INSURANCE 401(K) PROFIT SHARING PLAN-13$2,339,692$1,033,734$79,518iApproximate average salary by contribution assumption: employee only about $1,987,950 at 4% or $1,325,300 at 6%; with 50% employer match about $1,325,300 at 4% or $883,533 at 6%; with 100% employer match about $993,975 at 4% or $662,650 at 6%.
2023113$1,187,746$253,923$19,533iApproximate average salary by contribution assumption: employee only about $488,313 at 4% or $325,542 at 6%; with 50% employer match about $325,542 at 4% or $217,028 at 6%; with 100% employer match about $244,157 at 4% or $162,771 at 6%.
HARTSHORNE & CURLEY INSURANCE 401(K) PROFIT SHARING PLAN-13$1,187,746$253,923$19,533iApproximate average salary by contribution assumption: employee only about $488,313 at 4% or $325,542 at 6%; with 50% employer match about $325,542 at 4% or $217,028 at 6%; with 100% employer match about $244,157 at 4% or $162,771 at 6%.
2022113$822,327$119,638$9,203iApproximate average salary by contribution assumption: employee only about $230,073 at 4% or $153,382 at 6%; with 50% employer match about $153,382 at 4% or $102,255 at 6%; with 100% employer match about $115,037 at 4% or $76,691 at 6%.
HARTSHORNE & CURLEY INSURANCE 401(K) PROFIT SHARING PLAN-13$822,327$119,638$9,203iApproximate average salary by contribution assumption: employee only about $230,073 at 4% or $153,382 at 6%; with 50% employer match about $153,382 at 4% or $102,255 at 6%; with 100% employer match about $115,037 at 4% or $76,691 at 6%.
2021112$847,706$222,322$18,527iApproximate average salary by contribution assumption: employee only about $463,171 at 4% or $308,781 at 6%; with 50% employer match about $308,781 at 4% or $205,854 at 6%; with 100% employer match about $231,585 at 4% or $154,390 at 6%.
HARTSHORNE & CURLEY INSURANCE 401(K) PROFIT SHARING PLAN-12$847,706$222,322$18,527iApproximate average salary by contribution assumption: employee only about $463,171 at 4% or $308,781 at 6%; with 50% employer match about $308,781 at 4% or $205,854 at 6%; with 100% employer match about $231,585 at 4% or $154,390 at 6%.
2020113$600,824$188,751$14,519iApproximate average salary by contribution assumption: employee only about $362,983 at 4% or $241,988 at 6%; with 50% employer match about $241,988 at 4% or $161,326 at 6%; with 100% employer match about $181,491 at 4% or $120,994 at 6%.
HARTSHORNE & CURLEY INSURANCE 401(K) PROFIT SHARING PLAN-13$600,824$188,751$14,519iApproximate average salary by contribution assumption: employee only about $362,983 at 4% or $241,988 at 6%; with 50% employer match about $241,988 at 4% or $161,326 at 6%; with 100% employer match about $181,491 at 4% or $120,994 at 6%.
2019111$356,291$240,712$21,883iApproximate average salary by contribution assumption: employee only about $547,073 at 4% or $364,715 at 6%; with 50% employer match about $364,715 at 4% or $243,143 at 6%; with 100% employer match about $273,536 at 4% or $182,358 at 6%.
HARTSHORNE & CURLEY INSURANCE 401(K) PROFIT SHARING PLAN-11$356,291$240,712$21,883iApproximate average salary by contribution assumption: employee only about $547,073 at 4% or $364,715 at 6%; with 50% employer match about $364,715 at 4% or $243,143 at 6%; with 100% employer match about $273,536 at 4% or $182,358 at 6%.
201819$101,854$101,854$11,317iApproximate average salary by contribution assumption: employee only about $282,928 at 4% or $188,619 at 6%; with 50% employer match about $188,619 at 4% or $125,746 at 6%; with 100% employer match about $141,464 at 4% or $94,309 at 6%.
HARTSHORNE & CURLEY INSURANCE 401(K) PROFIT SHARING PLAN-9$101,854$101,854$11,317iApproximate average salary by contribution assumption: employee only about $282,928 at 4% or $188,619 at 6%; with 50% employer match about $188,619 at 4% or $125,746 at 6%; with 100% employer match about $141,464 at 4% or $94,309 at 6%.