Civic Intelligence

Hoffman Investment Partners LLC

Plan context: Hoffman Investment Partners LLC 401(K) Plan

EIN 06-1585665 • Orange, CT • 22 filings • 4 plans

352 Saybrook RdOrange, CT 06477
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,773,549

2024 Contributions

$48,312

Historical Graphs

Total Assets Over Time

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

$1,779,181$889,591$0200320132023YearValue
$1,773,549Latest year 2023

Participants Over Time

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

1050200320132023YearValue
7Latest year 2023

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
202410$0$48,312-
Hoffman Investment Partners LLC 401(K) Plan-0$0$48,312-
202317$1,773,549$52,871$7,553iApproximate average salary by contribution assumption: employee only about $188,825 at 4% or $125,883 at 6%; with 50% employer match about $125,883 at 4% or $83,922 at 6%; with 100% employer match about $94,413 at 4% or $62,942 at 6%.
Hoffman Investment Partners LLC 401(K) Plan-7$1,773,549$52,871$7,553iApproximate average salary by contribution assumption: employee only about $188,825 at 4% or $125,883 at 6%; with 50% employer match about $125,883 at 4% or $83,922 at 6%; with 100% employer match about $94,413 at 4% or $62,942 at 6%.
202217$1,462,157$52,804$7,543iApproximate average salary by contribution assumption: employee only about $188,586 at 4% or $125,724 at 6%; with 50% employer match about $125,724 at 4% or $83,816 at 6%; with 100% employer match about $94,293 at 4% or $62,862 at 6%.
Hoffman Investment Partners LLC 401(K) Plan-7$1,462,157$52,804$7,543iApproximate average salary by contribution assumption: employee only about $188,586 at 4% or $125,724 at 6%; with 50% employer match about $125,724 at 4% or $83,816 at 6%; with 100% employer match about $94,293 at 4% or $62,862 at 6%.
202117$1,779,181$44,299$6,328iApproximate average salary by contribution assumption: employee only about $158,211 at 4% or $105,474 at 6%; with 50% employer match about $105,474 at 4% or $70,316 at 6%; with 100% employer match about $79,105 at 4% or $52,737 at 6%.
Hoffman Investment Partners LLC 401(K) Plan-7$1,779,181$44,299$6,328iApproximate average salary by contribution assumption: employee only about $158,211 at 4% or $105,474 at 6%; with 50% employer match about $105,474 at 4% or $70,316 at 6%; with 100% employer match about $79,105 at 4% or $52,737 at 6%.
202017$1,523,480$44,596$6,371iApproximate average salary by contribution assumption: employee only about $159,271 at 4% or $106,181 at 6%; with 50% employer match about $106,181 at 4% or $70,787 at 6%; with 100% employer match about $79,636 at 4% or $53,090 at 6%.
Hoffman Investment Partners LLC 401(K) Plan-7$1,523,480$44,596$6,371iApproximate average salary by contribution assumption: employee only about $159,271 at 4% or $106,181 at 6%; with 50% employer match about $106,181 at 4% or $70,787 at 6%; with 100% employer match about $79,636 at 4% or $53,090 at 6%.
201917$1,262,223$48,314$6,902iApproximate average salary by contribution assumption: employee only about $172,550 at 4% or $115,033 at 6%; with 50% employer match about $115,033 at 4% or $76,689 at 6%; with 100% employer match about $86,275 at 4% or $57,517 at 6%.
Hoffman Investment Partners LLC 401(K) Plan-7$1,262,223$48,314$6,902iApproximate average salary by contribution assumption: employee only about $172,550 at 4% or $115,033 at 6%; with 50% employer match about $115,033 at 4% or $76,689 at 6%; with 100% employer match about $86,275 at 4% or $57,517 at 6%.
201816$1,010,810$63,819$10,637iApproximate average salary by contribution assumption: employee only about $265,913 at 4% or $177,275 at 6%; with 50% employer match about $177,275 at 4% or $118,183 at 6%; with 100% employer match about $132,956 at 4% or $88,638 at 6%.
Hoffman Investment Partners LLC 401(K) Plan-6$1,010,810$63,819$10,637iApproximate average salary by contribution assumption: employee only about $265,913 at 4% or $177,275 at 6%; with 50% employer match about $177,275 at 4% or $118,183 at 6%; with 100% employer match about $132,956 at 4% or $88,638 at 6%.
201715$1,023,691$66,457$13,291iApproximate average salary by contribution assumption: employee only about $332,285 at 4% or $221,523 at 6%; with 50% employer match about $221,523 at 4% or $147,682 at 6%; with 100% employer match about $166,143 at 4% or $110,762 at 6%.
Hoffman Investment Partners LLC 401(K) Plan-5$1,023,691$66,457$13,291iApproximate average salary by contribution assumption: employee only about $332,285 at 4% or $221,523 at 6%; with 50% employer match about $221,523 at 4% or $147,682 at 6%; with 100% employer match about $166,143 at 4% or $110,762 at 6%.
201615$825,771$67,980$13,596iApproximate average salary by contribution assumption: employee only about $339,900 at 4% or $226,600 at 6%; with 50% employer match about $226,600 at 4% or $151,067 at 6%; with 100% employer match about $169,950 at 4% or $113,300 at 6%.
Hoffman Investment Partners LLC 401(K) Plan-5$825,771$67,980$13,596iApproximate average salary by contribution assumption: employee only about $339,900 at 4% or $226,600 at 6%; with 50% employer match about $226,600 at 4% or $151,067 at 6%; with 100% employer match about $169,950 at 4% or $113,300 at 6%.
201515$716,495$65,860$13,172iApproximate average salary by contribution assumption: employee only about $329,300 at 4% or $219,533 at 6%; with 50% employer match about $219,533 at 4% or $146,356 at 6%; with 100% employer match about $164,650 at 4% or $109,767 at 6%.
Hoffman Investment Partners LLC 401(K) Plan-5$716,495$65,860$13,172iApproximate average salary by contribution assumption: employee only about $329,300 at 4% or $219,533 at 6%; with 50% employer match about $219,533 at 4% or $146,356 at 6%; with 100% employer match about $164,650 at 4% or $109,767 at 6%.
201415$657,536$52,073$10,415iApproximate average salary by contribution assumption: employee only about $260,365 at 4% or $173,577 at 6%; with 50% employer match about $173,577 at 4% or $115,718 at 6%; with 100% employer match about $130,183 at 4% or $86,788 at 6%.
Hoffman Investment Partners LLC 401(K) Plan-5$657,536$52,073$10,415iApproximate average salary by contribution assumption: employee only about $260,365 at 4% or $173,577 at 6%; with 50% employer match about $173,577 at 4% or $115,718 at 6%; with 100% employer match about $130,183 at 4% or $86,788 at 6%.
201316$756,788$49,192$8,199iApproximate average salary by contribution assumption: employee only about $204,967 at 4% or $136,644 at 6%; with 50% employer match about $136,644 at 4% or $91,096 at 6%; with 100% employer match about $102,483 at 4% or $68,322 at 6%.
Hoffman Investment Partners LLC 401(K) Plan-6$756,788$49,192$8,199iApproximate average salary by contribution assumption: employee only about $204,967 at 4% or $136,644 at 6%; with 50% employer match about $136,644 at 4% or $91,096 at 6%; with 100% employer match about $102,483 at 4% or $68,322 at 6%.
201216$591,985$47,134$7,856iApproximate average salary by contribution assumption: employee only about $196,392 at 4% or $130,928 at 6%; with 50% employer match about $130,928 at 4% or $87,285 at 6%; with 100% employer match about $98,196 at 4% or $65,464 at 6%.
Hoffman Investment Partners LLC 401(K) Plan-6$591,985$47,134$7,856iApproximate average salary by contribution assumption: employee only about $196,392 at 4% or $130,928 at 6%; with 50% employer match about $130,928 at 4% or $87,285 at 6%; with 100% employer match about $98,196 at 4% or $65,464 at 6%.
201117$489,126$45,330$6,476iApproximate average salary by contribution assumption: employee only about $161,893 at 4% or $107,929 at 6%; with 50% employer match about $107,929 at 4% or $71,952 at 6%; with 100% employer match about $80,946 at 4% or $53,964 at 6%.
Hoffman Investment Partners LLC 401(K) Plan-7$489,126$45,330$6,476iApproximate average salary by contribution assumption: employee only about $161,893 at 4% or $107,929 at 6%; with 50% employer match about $107,929 at 4% or $71,952 at 6%; with 100% employer match about $80,946 at 4% or $53,964 at 6%.
201017$461,276$43,659$6,237iApproximate average salary by contribution assumption: employee only about $155,925 at 4% or $103,950 at 6%; with 50% employer match about $103,950 at 4% or $69,300 at 6%; with 100% employer match about $77,963 at 4% or $51,975 at 6%.
Hoffman Investment Partners LLC 401(K) Plan-7$461,276$43,659$6,237iApproximate average salary by contribution assumption: employee only about $155,925 at 4% or $103,950 at 6%; with 50% employer match about $103,950 at 4% or $69,300 at 6%; with 100% employer match about $77,963 at 4% or $51,975 at 6%.
200917$385,765$49,524$7,075iApproximate average salary by contribution assumption: employee only about $176,871 at 4% or $117,914 at 6%; with 50% employer match about $117,914 at 4% or $78,610 at 6%; with 100% employer match about $88,436 at 4% or $58,957 at 6%.
Hoffman Investment Partners LLC 401(K) Plan-7$385,765$49,524$7,075iApproximate average salary by contribution assumption: employee only about $176,871 at 4% or $117,914 at 6%; with 50% employer match about $117,914 at 4% or $78,610 at 6%; with 100% employer match about $88,436 at 4% or $58,957 at 6%.
2008110$290,178$67,542$6,754iApproximate average salary by contribution assumption: employee only about $168,855 at 4% or $112,570 at 6%; with 50% employer match about $112,570 at 4% or $75,047 at 6%; with 100% employer match about $84,428 at 4% or $56,285 at 6%.
Hoffman Investment Partners LLC 401(K) Plan-10$290,178$67,542$6,754iApproximate average salary by contribution assumption: employee only about $168,855 at 4% or $112,570 at 6%; with 50% employer match about $112,570 at 4% or $75,047 at 6%; with 100% employer match about $84,428 at 4% or $56,285 at 6%.
2007110$363,487$59,007$5,901iApproximate average salary by contribution assumption: employee only about $147,518 at 4% or $98,345 at 6%; with 50% employer match about $98,345 at 4% or $65,563 at 6%; with 100% employer match about $73,759 at 4% or $49,173 at 6%.
Hoffman Investment Partners LLC 401(K) Plan-10$363,487$59,007$5,901iApproximate average salary by contribution assumption: employee only about $147,518 at 4% or $98,345 at 6%; with 50% employer match about $98,345 at 4% or $65,563 at 6%; with 100% employer match about $73,759 at 4% or $49,173 at 6%.
2006110$286,423$100,098$10,010iApproximate average salary by contribution assumption: employee only about $250,245 at 4% or $166,830 at 6%; with 50% employer match about $166,830 at 4% or $111,220 at 6%; with 100% employer match about $125,122 at 4% or $83,415 at 6%.
Hoffman Investment Partners LLC 401(K) Plan-10$286,423$100,098$10,010iApproximate average salary by contribution assumption: employee only about $250,245 at 4% or $166,830 at 6%; with 50% employer match about $166,830 at 4% or $111,220 at 6%; with 100% employer match about $125,122 at 4% or $83,415 at 6%.
2005110$157,107$51,358$5,136iApproximate average salary by contribution assumption: employee only about $128,395 at 4% or $85,597 at 6%; with 50% employer match about $85,597 at 4% or $57,064 at 6%; with 100% employer match about $64,198 at 4% or $42,798 at 6%.
Hoffman Investment Partners LLC 401(K) Plan-10$157,107$51,358$5,136iApproximate average salary by contribution assumption: employee only about $128,395 at 4% or $85,597 at 6%; with 50% employer match about $85,597 at 4% or $57,064 at 6%; with 100% employer match about $64,198 at 4% or $42,798 at 6%.
2004110$95,753$48,867$4,887iApproximate average salary by contribution assumption: employee only about $122,168 at 4% or $81,445 at 6%; with 50% employer match about $81,445 at 4% or $54,297 at 6%; with 100% employer match about $61,084 at 4% or $40,723 at 6%.
Hoffman Investment Partners LLC 401(K) Plan-10$95,753$48,867$4,887iApproximate average salary by contribution assumption: employee only about $122,168 at 4% or $81,445 at 6%; with 50% employer match about $81,445 at 4% or $54,297 at 6%; with 100% employer match about $61,084 at 4% or $40,723 at 6%.
200319$38,883$37,610$4,179iApproximate average salary by contribution assumption: employee only about $104,472 at 4% or $69,648 at 6%; with 50% employer match about $69,648 at 4% or $46,432 at 6%; with 100% employer match about $52,236 at 4% or $34,824 at 6%.
Hoffman Investment Partners LLC 401(K) Plan-9$38,883$37,610$4,179iApproximate average salary by contribution assumption: employee only about $104,472 at 4% or $69,648 at 6%; with 50% employer match about $69,648 at 4% or $46,432 at 6%; with 100% employer match about $52,236 at 4% or $34,824 at 6%.