Civic Intelligence

Kerry E. Hulett

Plan context: The Hulett Agency Defined Benefit Plan

EIN 20-4166123 • Poway, CA • 13 filings • 2 plans

13959 Saddlewood DrivePoway, CA 92064
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$1,816,648

2022 Contributions

$200,000

Historical Graphs

Total Assets Over Time

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

$1,816,648$908,324$0200520172021YearValue
$1,816,648Latest year 2021

Participants Over Time

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

320200520162021YearValue
2Latest year 2021

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
202210$0$0-
The Hulett Agency Defined Benefit Plan-0$0$0-
202112$1,816,648$0-
The Hulett Agency Defined Benefit Plan-2$1,816,648$0-
202012$1,816,478$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
The Hulett Agency Defined Benefit Plan-2$1,816,478$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
201912$1,616,027$164,000$82,000iApproximate average salary by contribution assumption: employee only about $2,050,000 at 4% or $1,366,667 at 6%; with 50% employer match about $1,366,667 at 4% or $911,111 at 6%; with 100% employer match about $1,025,000 at 4% or $683,333 at 6%.
The Hulett Agency Defined Benefit Plan-2$1,616,027$164,000$82,000iApproximate average salary by contribution assumption: employee only about $2,050,000 at 4% or $1,366,667 at 6%; with 50% employer match about $1,366,667 at 4% or $911,111 at 6%; with 100% employer match about $1,025,000 at 4% or $683,333 at 6%.
201812$1,451,429$378,000$189,000iApproximate average salary by contribution assumption: employee only about $4,725,000 at 4% or $3,150,000 at 6%; with 50% employer match about $3,150,000 at 4% or $2,100,000 at 6%; with 100% employer match about $2,362,500 at 4% or $1,575,000 at 6%.
The Hulett Agency Defined Benefit Plan-2$1,451,429$378,000$189,000iApproximate average salary by contribution assumption: employee only about $4,725,000 at 4% or $3,150,000 at 6%; with 50% employer match about $3,150,000 at 4% or $2,100,000 at 6%; with 100% employer match about $2,362,500 at 4% or $1,575,000 at 6%.
201712$1,073,100$351,000$175,500iApproximate average salary by contribution assumption: employee only about $4,387,500 at 4% or $2,925,000 at 6%; with 50% employer match about $2,925,000 at 4% or $1,950,000 at 6%; with 100% employer match about $2,193,750 at 4% or $1,462,500 at 6%.
The Hulett Agency Defined Benefit Plan-2$1,073,100$351,000$175,500iApproximate average salary by contribution assumption: employee only about $4,387,500 at 4% or $2,925,000 at 6%; with 50% employer match about $2,925,000 at 4% or $1,950,000 at 6%; with 100% employer match about $2,193,750 at 4% or $1,462,500 at 6%.
201612$722,045$265,000$132,500iApproximate average salary by contribution assumption: employee only about $3,312,500 at 4% or $2,208,333 at 6%; with 50% employer match about $2,208,333 at 4% or $1,472,222 at 6%; with 100% employer match about $1,656,250 at 4% or $1,104,167 at 6%.
The Hulett Agency Defined Benefit Plan-2$722,045$265,000$132,500iApproximate average salary by contribution assumption: employee only about $3,312,500 at 4% or $2,208,333 at 6%; with 50% employer match about $2,208,333 at 4% or $1,472,222 at 6%; with 100% employer match about $1,656,250 at 4% or $1,104,167 at 6%.
201512$457,017$252,000$126,000iApproximate average salary by contribution assumption: employee only about $3,150,000 at 4% or $2,100,000 at 6%; with 50% employer match about $2,100,000 at 4% or $1,400,000 at 6%; with 100% employer match about $1,575,000 at 4% or $1,050,000 at 6%.
The Hulett Agency Defined Benefit Plan-2$457,017$252,000$126,000iApproximate average salary by contribution assumption: employee only about $3,150,000 at 4% or $2,100,000 at 6%; with 50% employer match about $2,100,000 at 4% or $1,400,000 at 6%; with 100% employer match about $1,575,000 at 4% or $1,050,000 at 6%.
200910$0$0-
THE HULETT AGENCY RETIREMENT SAVINGS PLAN-0$0$0-
200812$845,484$184,772$92,386iApproximate average salary by contribution assumption: employee only about $2,309,650 at 4% or $1,539,767 at 6%; with 50% employer match about $1,539,767 at 4% or $1,026,511 at 6%; with 100% employer match about $1,154,825 at 4% or $769,883 at 6%.
THE HULETT AGENCY RETIREMENT SAVINGS PLAN-2$845,484$184,772$92,386iApproximate average salary by contribution assumption: employee only about $2,309,650 at 4% or $1,539,767 at 6%; with 50% employer match about $1,539,767 at 4% or $1,026,511 at 6%; with 100% employer match about $1,154,825 at 4% or $769,883 at 6%.
200713$0$0-
THE HULETT AGENCY RETIREMENT SAVINGS PLAN-3---
200613$440,444$220,780$73,593iApproximate average salary by contribution assumption: employee only about $1,839,833 at 4% or $1,226,556 at 6%; with 50% employer match about $1,226,556 at 4% or $817,704 at 6%; with 100% employer match about $919,917 at 4% or $613,278 at 6%.
THE HULETT AGENCY RETIREMENT SAVINGS PLAN-3$440,444$220,780$73,593iApproximate average salary by contribution assumption: employee only about $1,839,833 at 4% or $1,226,556 at 6%; with 50% employer match about $1,226,556 at 4% or $817,704 at 6%; with 100% employer match about $919,917 at 4% or $613,278 at 6%.
200513$212,739$212,739$70,913iApproximate average salary by contribution assumption: employee only about $1,772,825 at 4% or $1,181,883 at 6%; with 50% employer match about $1,181,883 at 4% or $787,922 at 6%; with 100% employer match about $886,413 at 4% or $590,942 at 6%.
THE HULETT AGENCY RETIREMENT SAVINGS PLAN-3$212,739$212,739$70,913iApproximate average salary by contribution assumption: employee only about $1,772,825 at 4% or $1,181,883 at 6%; with 50% employer match about $1,181,883 at 4% or $787,922 at 6%; with 100% employer match about $886,413 at 4% or $590,942 at 6%.