Civic Intelligence

Hall and Associates

Plan context: Hall and Associates 401(K) Profit Sharing Plan & Trust

EIN 20-8692505 • Tulsa, OK • 18 filings • 6 plans

4527 E 91st StTulsa, OK 74137-2810
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,037,926

2024 Contributions

$41,960

Historical Graphs

Total Assets Over Time

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

$1,037,926$518,963$0200820162024YearValue
$1,037,926Latest year 2024

Participants Over Time

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

210200720162024YearValue
2Latest 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
202412$1,037,926$41,960$20,980iApproximate average salary by contribution assumption: employee only about $524,500 at 4% or $349,667 at 6%; with 50% employer match about $349,667 at 4% or $233,111 at 6%; with 100% employer match about $262,250 at 4% or $174,833 at 6%.
Hall and Associates 401(K) Profit Sharing Plan & Trust-2$1,037,926$41,960$20,980iApproximate average salary by contribution assumption: employee only about $524,500 at 4% or $349,667 at 6%; with 50% employer match about $349,667 at 4% or $233,111 at 6%; with 100% employer match about $262,250 at 4% or $174,833 at 6%.
202312$915,538$41,745$20,873iApproximate average salary by contribution assumption: employee only about $521,813 at 4% or $347,875 at 6%; with 50% employer match about $347,875 at 4% or $231,917 at 6%; with 100% employer match about $260,906 at 4% or $173,938 at 6%.
Hall and Associates 401(K) Profit Sharing Plan & Trust-2$915,538$41,745$20,873iApproximate average salary by contribution assumption: employee only about $521,813 at 4% or $347,875 at 6%; with 50% employer match about $347,875 at 4% or $231,917 at 6%; with 100% employer match about $260,906 at 4% or $173,938 at 6%.
202212$788,736$36,716$18,358iApproximate average salary by contribution assumption: employee only about $458,950 at 4% or $305,967 at 6%; with 50% employer match about $305,967 at 4% or $203,978 at 6%; with 100% employer match about $229,475 at 4% or $152,983 at 6%.
Hall and Associates 401(K) Profit Sharing Plan & Trust-2$788,736$36,716$18,358iApproximate average salary by contribution assumption: employee only about $458,950 at 4% or $305,967 at 6%; with 50% employer match about $305,967 at 4% or $203,978 at 6%; with 100% employer match about $229,475 at 4% or $152,983 at 6%.
202112$844,123$35,800$17,900iApproximate average salary by contribution assumption: employee only about $447,500 at 4% or $298,333 at 6%; with 50% employer match about $298,333 at 4% or $198,889 at 6%; with 100% employer match about $223,750 at 4% or $149,167 at 6%.
Hall and Associates 401(K) Profit Sharing Plan & Trust-2$844,123$35,800$17,900iApproximate average salary by contribution assumption: employee only about $447,500 at 4% or $298,333 at 6%; with 50% employer match about $298,333 at 4% or $198,889 at 6%; with 100% employer match about $223,750 at 4% or $149,167 at 6%.
202012$741,323$34,309$17,155iApproximate average salary by contribution assumption: employee only about $428,863 at 4% or $285,908 at 6%; with 50% employer match about $285,908 at 4% or $190,606 at 6%; with 100% employer match about $214,431 at 4% or $142,954 at 6%.
Hall and Associates 401(K) Profit Sharing Plan & Trust-2$741,323$34,309$17,155iApproximate average salary by contribution assumption: employee only about $428,863 at 4% or $285,908 at 6%; with 50% employer match about $285,908 at 4% or $190,606 at 6%; with 100% employer match about $214,431 at 4% or $142,954 at 6%.
201912$649,812$29,480$14,740iApproximate average salary by contribution assumption: employee only about $368,500 at 4% or $245,667 at 6%; with 50% employer match about $245,667 at 4% or $163,778 at 6%; with 100% employer match about $184,250 at 4% or $122,833 at 6%.
Hall and Associates 401(K) Profit Sharing Plan & Trust-2$649,812$29,480$14,740iApproximate average salary by contribution assumption: employee only about $368,500 at 4% or $245,667 at 6%; with 50% employer match about $245,667 at 4% or $163,778 at 6%; with 100% employer match about $184,250 at 4% or $122,833 at 6%.
201812$517,781$29,480$14,740iApproximate average salary by contribution assumption: employee only about $368,500 at 4% or $245,667 at 6%; with 50% employer match about $245,667 at 4% or $163,778 at 6%; with 100% employer match about $184,250 at 4% or $122,833 at 6%.
Hall and Associates 401(K) Profit Sharing Plan & Trust-2$517,781$29,480$14,740iApproximate average salary by contribution assumption: employee only about $368,500 at 4% or $245,667 at 6%; with 50% employer match about $245,667 at 4% or $163,778 at 6%; with 100% employer match about $184,250 at 4% or $122,833 at 6%.
201712$517,398$23,480$11,740iApproximate average salary by contribution assumption: employee only about $293,500 at 4% or $195,667 at 6%; with 50% employer match about $195,667 at 4% or $130,444 at 6%; with 100% employer match about $146,750 at 4% or $97,833 at 6%.
Hall and Associates 401(K) Profit Sharing Plan & Trust-2$517,398$23,480$11,740iApproximate average salary by contribution assumption: employee only about $293,500 at 4% or $195,667 at 6%; with 50% employer match about $195,667 at 4% or $130,444 at 6%; with 100% employer match about $146,750 at 4% or $97,833 at 6%.
201612$443,554$24,891$12,446iApproximate average salary by contribution assumption: employee only about $311,138 at 4% or $207,425 at 6%; with 50% employer match about $207,425 at 4% or $138,283 at 6%; with 100% employer match about $155,569 at 4% or $103,713 at 6%.
Hall and Associates 401(K) Profit Sharing Plan & Trust-2$443,554$24,891$12,446iApproximate average salary by contribution assumption: employee only about $311,138 at 4% or $207,425 at 6%; with 50% employer match about $207,425 at 4% or $138,283 at 6%; with 100% employer match about $155,569 at 4% or $103,713 at 6%.
201512$393,244$48,604$24,302iApproximate average salary by contribution assumption: employee only about $607,550 at 4% or $405,033 at 6%; with 50% employer match about $405,033 at 4% or $270,022 at 6%; with 100% employer match about $303,775 at 4% or $202,517 at 6%.
Hall and Associates 401(K) Profit Sharing Plan & Trust-2$393,244$48,604$24,302iApproximate average salary by contribution assumption: employee only about $607,550 at 4% or $405,033 at 6%; with 50% employer match about $405,033 at 4% or $270,022 at 6%; with 100% employer match about $303,775 at 4% or $202,517 at 6%.
201412$1,553$370,923$185,462iApproximate average salary by contribution assumption: employee only about $4,636,538 at 4% or $3,091,025 at 6%; with 50% employer match about $3,091,025 at 4% or $2,060,683 at 6%; with 100% employer match about $2,318,269 at 4% or $1,545,513 at 6%.
Hall and Associates 401(K) Profit Sharing Plan & Trust-2$1,553$370,923$185,462iApproximate average salary by contribution assumption: employee only about $4,636,538 at 4% or $3,091,025 at 6%; with 50% employer match about $3,091,025 at 4% or $2,060,683 at 6%; with 100% employer match about $2,318,269 at 4% or $1,545,513 at 6%.
201312$334,769$44,153$22,077iApproximate average salary by contribution assumption: employee only about $551,913 at 4% or $367,942 at 6%; with 50% employer match about $367,942 at 4% or $245,294 at 6%; with 100% employer match about $275,956 at 4% or $183,971 at 6%.
Hall and Associates 401(K) Profit Sharing Plan & Trust-2$334,769$44,153$22,077iApproximate average salary by contribution assumption: employee only about $551,913 at 4% or $367,942 at 6%; with 50% employer match about $367,942 at 4% or $245,294 at 6%; with 100% employer match about $275,956 at 4% or $183,971 at 6%.
201212$254,820$32,350$16,175iApproximate average salary by contribution assumption: employee only about $404,375 at 4% or $269,583 at 6%; with 50% employer match about $269,583 at 4% or $179,722 at 6%; with 100% employer match about $202,188 at 4% or $134,792 at 6%.
Hall and Associates 401(K) Profit Sharing Plan & Trust-2$254,820$32,350$16,175iApproximate average salary by contribution assumption: employee only about $404,375 at 4% or $269,583 at 6%; with 50% employer match about $269,583 at 4% or $179,722 at 6%; with 100% employer match about $202,188 at 4% or $134,792 at 6%.
201112$192,523$49,827$24,914iApproximate average salary by contribution assumption: employee only about $622,838 at 4% or $415,225 at 6%; with 50% employer match about $415,225 at 4% or $276,817 at 6%; with 100% employer match about $311,419 at 4% or $207,613 at 6%.
Hall and Associates 401(K) Profit Sharing Plan & Trust-2$192,523$49,827$24,914iApproximate average salary by contribution assumption: employee only about $622,838 at 4% or $415,225 at 6%; with 50% employer match about $415,225 at 4% or $276,817 at 6%; with 100% employer match about $311,419 at 4% or $207,613 at 6%.
201012$154,526$20,032$10,016iApproximate average salary by contribution assumption: employee only about $250,400 at 4% or $166,933 at 6%; with 50% employer match about $166,933 at 4% or $111,289 at 6%; with 100% employer match about $125,200 at 4% or $83,467 at 6%.
Hall and Associates 401(K) Profit Sharing Plan & Trust-2$154,526$20,032$10,016iApproximate average salary by contribution assumption: employee only about $250,400 at 4% or $166,933 at 6%; with 50% employer match about $166,933 at 4% or $111,289 at 6%; with 100% employer match about $125,200 at 4% or $83,467 at 6%.
200912$118,305$35,184$17,592iApproximate average salary by contribution assumption: employee only about $439,800 at 4% or $293,200 at 6%; with 50% employer match about $293,200 at 4% or $195,467 at 6%; with 100% employer match about $219,900 at 4% or $146,600 at 6%.
Hall and Associates 401(K) Profit Sharing Plan & Trust-2$118,305$35,184$17,592iApproximate average salary by contribution assumption: employee only about $439,800 at 4% or $293,200 at 6%; with 50% employer match about $293,200 at 4% or $195,467 at 6%; with 100% employer match about $219,900 at 4% or $146,600 at 6%.
200812$216,886$306,863$153,432iApproximate average salary by contribution assumption: employee only about $3,835,788 at 4% or $2,557,192 at 6%; with 50% employer match about $2,557,192 at 4% or $1,704,794 at 6%; with 100% employer match about $1,917,894 at 4% or $1,278,596 at 6%.
Hall and Associates 401(K) Profit Sharing Plan & Trust-2$216,886$306,863$153,432iApproximate average salary by contribution assumption: employee only about $3,835,788 at 4% or $2,557,192 at 6%; with 50% employer match about $2,557,192 at 4% or $1,704,794 at 6%; with 100% employer match about $1,917,894 at 4% or $1,278,596 at 6%.
200712$0$0-
Hall and Associates 401(K) Profit Sharing Plan & Trust-2---