Civic Intelligence

Hathaway Financial Group

Plan context: Hathaway Financial Group 401(K) Plan

EIN 20-3363303 • Colchester, CT • 9 filings • 1 plans

68 Linwood AvenueColchester, CT 06415
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$1,107,625

2023 Contributions

$117,711

Historical Graphs

Total Assets Over Time

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

$1,375,050$687,525$0201520192022YearValue
$1,107,625Latest year 2022

Participants Over Time

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

320201520192022YearValue
3Latest year 2022

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
202310$0$117,711-
Hathaway Financial Group 401(K) Plan-0$0$117,711-
202213$1,107,625$100,648$33,549iApproximate average salary by contribution assumption: employee only about $838,733 at 4% or $559,156 at 6%; with 50% employer match about $559,156 at 4% or $372,770 at 6%; with 100% employer match about $419,367 at 4% or $279,578 at 6%.
Hathaway Financial Group 401(K) Plan-3$1,107,625$100,648$33,549iApproximate average salary by contribution assumption: employee only about $838,733 at 4% or $559,156 at 6%; with 50% employer match about $559,156 at 4% or $372,770 at 6%; with 100% employer match about $419,367 at 4% or $279,578 at 6%.
202113$1,375,050$95,850$31,950iApproximate average salary by contribution assumption: employee only about $798,750 at 4% or $532,500 at 6%; with 50% employer match about $532,500 at 4% or $355,000 at 6%; with 100% employer match about $399,375 at 4% or $266,250 at 6%.
Hathaway Financial Group 401(K) Plan-3$1,375,050$95,850$31,950iApproximate average salary by contribution assumption: employee only about $798,750 at 4% or $532,500 at 6%; with 50% employer match about $532,500 at 4% or $355,000 at 6%; with 100% employer match about $399,375 at 4% or $266,250 at 6%.
202013$1,075,969$94,840$31,613iApproximate average salary by contribution assumption: employee only about $790,333 at 4% or $526,889 at 6%; with 50% employer match about $526,889 at 4% or $351,259 at 6%; with 100% employer match about $395,167 at 4% or $263,444 at 6%.
Hathaway Financial Group 401(K) Plan-3$1,075,969$94,840$31,613iApproximate average salary by contribution assumption: employee only about $790,333 at 4% or $526,889 at 6%; with 50% employer match about $526,889 at 4% or $351,259 at 6%; with 100% employer match about $395,167 at 4% or $263,444 at 6%.
201913$739,275$89,243$29,748iApproximate average salary by contribution assumption: employee only about $743,692 at 4% or $495,794 at 6%; with 50% employer match about $495,794 at 4% or $330,530 at 6%; with 100% employer match about $371,846 at 4% or $247,897 at 6%.
Hathaway Financial Group 401(K) Plan-3$739,275$89,243$29,748iApproximate average salary by contribution assumption: employee only about $743,692 at 4% or $495,794 at 6%; with 50% employer match about $495,794 at 4% or $330,530 at 6%; with 100% employer match about $371,846 at 4% or $247,897 at 6%.
201813$487,934$87,812$29,271iApproximate average salary by contribution assumption: employee only about $731,767 at 4% or $487,844 at 6%; with 50% employer match about $487,844 at 4% or $325,230 at 6%; with 100% employer match about $365,883 at 4% or $243,922 at 6%.
Hathaway Financial Group 401(K) Plan-3$487,934$87,812$29,271iApproximate average salary by contribution assumption: employee only about $731,767 at 4% or $487,844 at 6%; with 50% employer match about $487,844 at 4% or $325,230 at 6%; with 100% employer match about $365,883 at 4% or $243,922 at 6%.
201713$452,331$75,116$25,039iApproximate average salary by contribution assumption: employee only about $625,967 at 4% or $417,311 at 6%; with 50% employer match about $417,311 at 4% or $278,207 at 6%; with 100% employer match about $312,983 at 4% or $208,656 at 6%.
Hathaway Financial Group 401(K) Plan-3$452,331$75,116$25,039iApproximate average salary by contribution assumption: employee only about $625,967 at 4% or $417,311 at 6%; with 50% employer match about $417,311 at 4% or $278,207 at 6%; with 100% employer match about $312,983 at 4% or $208,656 at 6%.
201613$313,692$66,694$22,231iApproximate average salary by contribution assumption: employee only about $555,783 at 4% or $370,522 at 6%; with 50% employer match about $370,522 at 4% or $247,015 at 6%; with 100% employer match about $277,892 at 4% or $185,261 at 6%.
Hathaway Financial Group 401(K) Plan-3$313,692$66,694$22,231iApproximate average salary by contribution assumption: employee only about $555,783 at 4% or $370,522 at 6%; with 50% employer match about $370,522 at 4% or $247,015 at 6%; with 100% employer match about $277,892 at 4% or $185,261 at 6%.
201513$223,174$230,161$76,720iApproximate average salary by contribution assumption: employee only about $1,918,008 at 4% or $1,278,672 at 6%; with 50% employer match about $1,278,672 at 4% or $852,448 at 6%; with 100% employer match about $959,004 at 4% or $639,336 at 6%.
Hathaway Financial Group 401(K) Plan-3$223,174$230,161$76,720iApproximate average salary by contribution assumption: employee only about $1,918,008 at 4% or $1,278,672 at 6%; with 50% employer match about $1,278,672 at 4% or $852,448 at 6%; with 100% employer match about $959,004 at 4% or $639,336 at 6%.