Civic Intelligence

William V. Gierie, Dds, Ms

Plan context: Hclo Safe Harbor 401(K)

EIN 20-0547067 • Wilmington, NC • 31 filings • 6 plans

700 Military Cutoff RoadSuite 100Wilmington, NC 28405
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$4,861,198

2024 Contributions

$92,273

Historical Graphs

Total Assets Over Time

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

$4,861,198$2,430,599$0200420152024YearValue
$4,861,198Latest year 2024

Participants Over Time

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

26130200420152024YearValue
26Latest year 2024

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
2024226$4,861,198$92,273$3,549iApproximate average salary by contribution assumption: employee only about $88,724 at 4% or $59,149 at 6%; with 50% employer match about $59,149 at 4% or $39,433 at 6%; with 100% employer match about $44,362 at 4% or $29,575 at 6%.
Hclo Safe Harbor 401(K)-26$2,457,678$92,273$3,549iApproximate average salary by contribution assumption: employee only about $88,724 at 4% or $59,149 at 6%; with 50% employer match about $59,149 at 4% or $39,433 at 6%; with 100% employer match about $44,362 at 4% or $29,575 at 6%.
HCLO CASH BALANCE PLAN-14$2,403,520$0-
2023222$4,398,234$344,611$15,664iApproximate average salary by contribution assumption: employee only about $391,603 at 4% or $261,069 at 6%; with 50% employer match about $261,069 at 4% or $174,046 at 6%; with 100% employer match about $195,802 at 4% or $130,534 at 6%.
HCLO CASH BALANCE PLAN-14$2,258,376$209,333$14,952iApproximate average salary by contribution assumption: employee only about $373,809 at 4% or $249,206 at 6%; with 50% employer match about $249,206 at 4% or $166,137 at 6%; with 100% employer match about $186,904 at 4% or $124,603 at 6%.
Hclo Safe Harbor 401(K)-22$2,139,858$135,278$6,149iApproximate average salary by contribution assumption: employee only about $153,725 at 4% or $102,483 at 6%; with 50% employer match about $102,483 at 4% or $68,322 at 6%; with 100% employer match about $76,863 at 4% or $51,242 at 6%.
2022214$3,505,308$163,435$11,674iApproximate average salary by contribution assumption: employee only about $291,848 at 4% or $194,565 at 6%; with 50% employer match about $194,565 at 4% or $129,710 at 6%; with 100% employer match about $145,924 at 4% or $97,283 at 6%.
HCLO CASH BALANCE PLAN-11$1,848,047$90,664$8,242iApproximate average salary by contribution assumption: employee only about $206,055 at 4% or $137,370 at 6%; with 50% employer match about $137,370 at 4% or $91,580 at 6%; with 100% employer match about $103,027 at 4% or $68,685 at 6%.
Hclo Safe Harbor 401(K)-14$1,657,261$72,771$5,198iApproximate average salary by contribution assumption: employee only about $129,948 at 4% or $86,632 at 6%; with 50% employer match about $86,632 at 4% or $57,755 at 6%; with 100% employer match about $64,974 at 4% or $43,316 at 6%.
2021215$3,943,376$343,967$22,931iApproximate average salary by contribution assumption: employee only about $573,278 at 4% or $382,186 at 6%; with 50% employer match about $382,186 at 4% or $254,790 at 6%; with 100% employer match about $286,639 at 4% or $191,093 at 6%.
HCLO CASH BALANCE PLAN-12$2,029,896$272,004$22,667iApproximate average salary by contribution assumption: employee only about $566,675 at 4% or $377,783 at 6%; with 50% employer match about $377,783 at 4% or $251,856 at 6%; with 100% employer match about $283,338 at 4% or $188,892 at 6%.
Hclo Safe Harbor 401(K)-15$1,913,480$71,963$4,798iApproximate average salary by contribution assumption: employee only about $119,938 at 4% or $79,959 at 6%; with 50% employer match about $79,959 at 4% or $53,306 at 6%; with 100% employer match about $59,969 at 4% or $39,979 at 6%.
2020214$3,286,702$337,118$24,080iApproximate average salary by contribution assumption: employee only about $601,996 at 4% or $401,331 at 6%; with 50% employer match about $401,331 at 4% or $267,554 at 6%; with 100% employer match about $300,998 at 4% or $200,665 at 6%.
HCLO CASH BALANCE PLAN-13$1,722,989$264,000$20,308iApproximate average salary by contribution assumption: employee only about $507,692 at 4% or $338,462 at 6%; with 50% employer match about $338,462 at 4% or $225,641 at 6%; with 100% employer match about $253,846 at 4% or $169,231 at 6%.
Hclo Safe Harbor 401(K)-14$1,563,713$73,118$5,223iApproximate average salary by contribution assumption: employee only about $130,568 at 4% or $87,045 at 6%; with 50% employer match about $87,045 at 4% or $58,030 at 6%; with 100% employer match about $65,284 at 4% or $43,523 at 6%.
2019214$2,651,580$357,126$25,509iApproximate average salary by contribution assumption: employee only about $637,725 at 4% or $425,150 at 6%; with 50% employer match about $425,150 at 4% or $283,433 at 6%; with 100% employer match about $318,863 at 4% or $212,575 at 6%.
HCLO CASH BALANCE PLAN-12$1,370,318$264,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
Hclo Safe Harbor 401(K)-14$1,281,262$93,126$6,652iApproximate average salary by contribution assumption: employee only about $166,296 at 4% or $110,864 at 6%; with 50% employer match about $110,864 at 4% or $73,910 at 6%; with 100% employer match about $83,148 at 4% or $55,432 at 6%.
2018213$2,075,650$316,924$24,379iApproximate average salary by contribution assumption: employee only about $609,469 at 4% or $406,313 at 6%; with 50% employer match about $406,313 at 4% or $270,875 at 6%; with 100% employer match about $304,735 at 4% or $203,156 at 6%.
Hclo Safe Harbor 401(K)-13$1,066,862$58,924$4,533iApproximate average salary by contribution assumption: employee only about $113,315 at 4% or $75,544 at 6%; with 50% employer match about $75,544 at 4% or $50,362 at 6%; with 100% employer match about $56,658 at 4% or $37,772 at 6%.
HCLO CASH BALANCE PLAN-11$1,008,788$258,000$23,455iApproximate average salary by contribution assumption: employee only about $586,364 at 4% or $390,909 at 6%; with 50% employer match about $390,909 at 4% or $260,606 at 6%; with 100% employer match about $293,182 at 4% or $195,455 at 6%.
2017212$1,903,526$295,125$24,594iApproximate average salary by contribution assumption: employee only about $614,844 at 4% or $409,896 at 6%; with 50% employer match about $409,896 at 4% or $273,264 at 6%; with 100% employer match about $307,422 at 4% or $204,948 at 6%.
Hclo Safe Harbor 401(K)-11$1,107,087$55,125$5,011iApproximate average salary by contribution assumption: employee only about $125,284 at 4% or $83,523 at 6%; with 50% employer match about $83,523 at 4% or $55,682 at 6%; with 100% employer match about $62,642 at 4% or $41,761 at 6%.
HCLO CASH BALANCE PLAN-12$796,439$240,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201629$1,400,024$256,754$28,528iApproximate average salary by contribution assumption: employee only about $713,206 at 4% or $475,470 at 6%; with 50% employer match about $475,470 at 4% or $316,980 at 6%; with 100% employer match about $356,603 at 4% or $237,735 at 6%.
Hclo Safe Harbor 401(K)-6$878,850$56,754$9,459iApproximate average salary by contribution assumption: employee only about $236,475 at 4% or $157,650 at 6%; with 50% employer match about $157,650 at 4% or $105,100 at 6%; with 100% employer match about $118,238 at 4% or $78,825 at 6%.
HCLO CASH BALANCE PLAN-9$521,174$200,000$22,222iApproximate average salary by contribution assumption: employee only about $555,556 at 4% or $370,370 at 6%; with 50% employer match about $370,370 at 4% or $246,914 at 6%; with 100% employer match about $277,778 at 4% or $185,185 at 6%.
201528$1,125,211$238,852$29,857iApproximate average salary by contribution assumption: employee only about $746,413 at 4% or $497,608 at 6%; with 50% employer match about $497,608 at 4% or $331,739 at 6%; with 100% employer match about $373,206 at 4% or $248,804 at 6%.
Hclo Safe Harbor 401(K)-8$822,295$58,852$7,357iApproximate average salary by contribution assumption: employee only about $183,913 at 4% or $122,608 at 6%; with 50% employer match about $122,608 at 4% or $81,739 at 6%; with 100% employer match about $91,956 at 4% or $61,304 at 6%.
HCLO CASH BALANCE PLAN-8$302,916$180,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
201427$935,731$206,783$29,540iApproximate average salary by contribution assumption: employee only about $738,511 at 4% or $492,340 at 6%; with 50% employer match about $492,340 at 4% or $328,227 at 6%; with 100% employer match about $369,255 at 4% or $246,170 at 6%.
Hclo Safe Harbor 401(K)-7$809,414$77,783$11,112iApproximate average salary by contribution assumption: employee only about $277,796 at 4% or $185,198 at 6%; with 50% employer match about $185,198 at 4% or $123,465 at 6%; with 100% employer match about $138,898 at 4% or $92,599 at 6%.
HCLO CASH BALANCE PLAN-7$126,317$129,000$18,429iApproximate average salary by contribution assumption: employee only about $460,714 at 4% or $307,143 at 6%; with 50% employer match about $307,143 at 4% or $204,762 at 6%; with 100% employer match about $230,357 at 4% or $153,571 at 6%.
201317$786,964$81,326$11,618iApproximate average salary by contribution assumption: employee only about $290,450 at 4% or $193,633 at 6%; with 50% employer match about $193,633 at 4% or $129,089 at 6%; with 100% employer match about $145,225 at 4% or $96,817 at 6%.
Hclo Safe Harbor 401(K)-7$786,964$81,326$11,618iApproximate average salary by contribution assumption: employee only about $290,450 at 4% or $193,633 at 6%; with 50% employer match about $193,633 at 4% or $129,089 at 6%; with 100% employer match about $145,225 at 4% or $96,817 at 6%.
201218$892,552$82,448$10,306iApproximate average salary by contribution assumption: employee only about $257,650 at 4% or $171,767 at 6%; with 50% employer match about $171,767 at 4% or $114,511 at 6%; with 100% employer match about $128,825 at 4% or $85,883 at 6%.
Hclo Safe Harbor 401(K)-8$892,552$82,448$10,306iApproximate average salary by contribution assumption: employee only about $257,650 at 4% or $171,767 at 6%; with 50% employer match about $171,767 at 4% or $114,511 at 6%; with 100% employer match about $128,825 at 4% or $85,883 at 6%.
201118$738,571$73,059$9,132iApproximate average salary by contribution assumption: employee only about $228,309 at 4% or $152,206 at 6%; with 50% employer match about $152,206 at 4% or $101,471 at 6%; with 100% employer match about $114,155 at 4% or $76,103 at 6%.
Hclo Safe Harbor 401(K)-8$738,571$73,059$9,132iApproximate average salary by contribution assumption: employee only about $228,309 at 4% or $152,206 at 6%; with 50% employer match about $152,206 at 4% or $101,471 at 6%; with 100% employer match about $114,155 at 4% or $76,103 at 6%.
201018$677,929$76,348$9,544iApproximate average salary by contribution assumption: employee only about $238,588 at 4% or $159,058 at 6%; with 50% employer match about $159,058 at 4% or $106,039 at 6%; with 100% employer match about $119,294 at 4% or $79,529 at 6%.
Hclo Safe Harbor 401(K)-8$677,929$76,348$9,544iApproximate average salary by contribution assumption: employee only about $238,588 at 4% or $159,058 at 6%; with 50% employer match about $159,058 at 4% or $106,039 at 6%; with 100% employer match about $119,294 at 4% or $79,529 at 6%.
200917$514,857$79,622$11,375iApproximate average salary by contribution assumption: employee only about $284,364 at 4% or $189,576 at 6%; with 50% employer match about $189,576 at 4% or $126,384 at 6%; with 100% employer match about $142,182 at 4% or $94,788 at 6%.
Hclo Safe Harbor 401(K)-7$514,857$79,622$11,375iApproximate average salary by contribution assumption: employee only about $284,364 at 4% or $189,576 at 6%; with 50% employer match about $189,576 at 4% or $126,384 at 6%; with 100% employer match about $142,182 at 4% or $94,788 at 6%.
200716$0$0-
Hclo Safe Harbor 401(K)-6---
200614$347,186$48,983$12,246iApproximate average salary by contribution assumption: employee only about $306,144 at 4% or $204,096 at 6%; with 50% employer match about $204,096 at 4% or $136,064 at 6%; with 100% employer match about $153,072 at 4% or $102,048 at 6%.
Hclo Safe Harbor 401(K)-4$347,186$48,983$12,246iApproximate average salary by contribution assumption: employee only about $306,144 at 4% or $204,096 at 6%; with 50% employer match about $204,096 at 4% or $136,064 at 6%; with 100% employer match about $153,072 at 4% or $102,048 at 6%.
200513$246,081$53,857$17,952iApproximate average salary by contribution assumption: employee only about $448,808 at 4% or $299,206 at 6%; with 50% employer match about $299,206 at 4% or $199,470 at 6%; with 100% employer match about $224,404 at 4% or $149,603 at 6%.
Hclo Safe Harbor 401(K)-3$246,081$53,857$17,952iApproximate average salary by contribution assumption: employee only about $448,808 at 4% or $299,206 at 6%; with 50% employer match about $299,206 at 4% or $199,470 at 6%; with 100% employer match about $224,404 at 4% or $149,603 at 6%.
200413$170,414$52,312$17,437iApproximate average salary by contribution assumption: employee only about $435,933 at 4% or $290,622 at 6%; with 50% employer match about $290,622 at 4% or $193,748 at 6%; with 100% employer match about $217,967 at 4% or $145,311 at 6%.
Hclo Safe Harbor 401(K)-3$170,414$52,312$17,437iApproximate average salary by contribution assumption: employee only about $435,933 at 4% or $290,622 at 6%; with 50% employer match about $290,622 at 4% or $193,748 at 6%; with 100% employer match about $217,967 at 4% or $145,311 at 6%.