Civic Intelligence

Htg Investment Advisors

Plan context: Htg Investment Advisors 401K Plan

EIN 22-3248147 • New Canaan, CT • 17 filings • 1 plans

50 Locust AvenueNew Canaan, CT 06840
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$8,099,467

2024 Contributions

$636,652

Historical Graphs

Total Assets Over Time

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

$8,099,467$4,049,734$0200820162024YearValue
$8,099,467Latest year 2024

Participants Over Time

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

1370200820162024YearValue
13Latest 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
2024113$8,099,467$636,652$48,973iApproximate average salary by contribution assumption: employee only about $1,224,331 at 4% or $816,221 at 6%; with 50% employer match about $816,221 at 4% or $544,147 at 6%; with 100% employer match about $612,165 at 4% or $408,110 at 6%.
Htg Investment Advisors 401K Plan-13$8,099,467$636,652$48,973iApproximate average salary by contribution assumption: employee only about $1,224,331 at 4% or $816,221 at 6%; with 50% employer match about $816,221 at 4% or $544,147 at 6%; with 100% employer match about $612,165 at 4% or $408,110 at 6%.
2023113$6,435,335$1,095,879$84,298iApproximate average salary by contribution assumption: employee only about $2,107,460 at 4% or $1,404,973 at 6%; with 50% employer match about $1,404,973 at 4% or $936,649 at 6%; with 100% employer match about $1,053,730 at 4% or $702,487 at 6%.
Htg Investment Advisors 401K Plan-13$6,435,335$1,095,879$84,298iApproximate average salary by contribution assumption: employee only about $2,107,460 at 4% or $1,404,973 at 6%; with 50% employer match about $1,404,973 at 4% or $936,649 at 6%; with 100% employer match about $1,053,730 at 4% or $702,487 at 6%.
2022112$4,606,008$437,491$36,458iApproximate average salary by contribution assumption: employee only about $911,440 at 4% or $607,626 at 6%; with 50% employer match about $607,626 at 4% or $405,084 at 6%; with 100% employer match about $455,720 at 4% or $303,813 at 6%.
Htg Investment Advisors 401K Plan-12$4,606,008$437,491$36,458iApproximate average salary by contribution assumption: employee only about $911,440 at 4% or $607,626 at 6%; with 50% employer match about $607,626 at 4% or $405,084 at 6%; with 100% employer match about $455,720 at 4% or $303,813 at 6%.
2021112$5,563,509$478,189$39,849iApproximate average salary by contribution assumption: employee only about $996,227 at 4% or $664,151 at 6%; with 50% employer match about $664,151 at 4% or $442,768 at 6%; with 100% employer match about $498,114 at 4% or $332,076 at 6%.
Htg Investment Advisors 401K Plan-12$5,563,509$478,189$39,849iApproximate average salary by contribution assumption: employee only about $996,227 at 4% or $664,151 at 6%; with 50% employer match about $664,151 at 4% or $442,768 at 6%; with 100% employer match about $498,114 at 4% or $332,076 at 6%.
2020112$4,550,272$386,223$32,185iApproximate average salary by contribution assumption: employee only about $804,631 at 4% or $536,421 at 6%; with 50% employer match about $536,421 at 4% or $357,614 at 6%; with 100% employer match about $402,316 at 4% or $268,210 at 6%.
Htg Investment Advisors 401K Plan-12$4,550,272$386,223$32,185iApproximate average salary by contribution assumption: employee only about $804,631 at 4% or $536,421 at 6%; with 50% employer match about $536,421 at 4% or $357,614 at 6%; with 100% employer match about $402,316 at 4% or $268,210 at 6%.
2019112$3,816,168$361,881$30,157iApproximate average salary by contribution assumption: employee only about $753,919 at 4% or $502,613 at 6%; with 50% employer match about $502,613 at 4% or $335,075 at 6%; with 100% employer match about $376,959 at 4% or $251,306 at 6%.
Htg Investment Advisors 401K Plan-12$3,816,168$361,881$30,157iApproximate average salary by contribution assumption: employee only about $753,919 at 4% or $502,613 at 6%; with 50% employer match about $502,613 at 4% or $335,075 at 6%; with 100% employer match about $376,959 at 4% or $251,306 at 6%.
2018111$3,494,985$397,011$36,092iApproximate average salary by contribution assumption: employee only about $902,298 at 4% or $601,532 at 6%; with 50% employer match about $601,532 at 4% or $401,021 at 6%; with 100% employer match about $451,149 at 4% or $300,766 at 6%.
Htg Investment Advisors 401K Plan-11$3,494,985$397,011$36,092iApproximate average salary by contribution assumption: employee only about $902,298 at 4% or $601,532 at 6%; with 50% employer match about $601,532 at 4% or $401,021 at 6%; with 100% employer match about $451,149 at 4% or $300,766 at 6%.
2017112$3,746,028$389,276$32,440iApproximate average salary by contribution assumption: employee only about $810,992 at 4% or $540,661 at 6%; with 50% employer match about $540,661 at 4% or $360,441 at 6%; with 100% employer match about $405,496 at 4% or $270,331 at 6%.
Htg Investment Advisors 401K Plan-12$3,746,028$389,276$32,440iApproximate average salary by contribution assumption: employee only about $810,992 at 4% or $540,661 at 6%; with 50% employer match about $540,661 at 4% or $360,441 at 6%; with 100% employer match about $405,496 at 4% or $270,331 at 6%.
2016112$3,012,628$492,032$41,003iApproximate average salary by contribution assumption: employee only about $1,025,067 at 4% or $683,378 at 6%; with 50% employer match about $683,378 at 4% or $455,585 at 6%; with 100% employer match about $512,533 at 4% or $341,689 at 6%.
Htg Investment Advisors 401K Plan-12$3,012,628$492,032$41,003iApproximate average salary by contribution assumption: employee only about $1,025,067 at 4% or $683,378 at 6%; with 50% employer match about $683,378 at 4% or $455,585 at 6%; with 100% employer match about $512,533 at 4% or $341,689 at 6%.
2015112$2,351,406$319,208$26,601iApproximate average salary by contribution assumption: employee only about $665,017 at 4% or $443,344 at 6%; with 50% employer match about $443,344 at 4% or $295,563 at 6%; with 100% employer match about $332,508 at 4% or $221,672 at 6%.
Htg Investment Advisors 401K Plan-12$2,351,406$319,208$26,601iApproximate average salary by contribution assumption: employee only about $665,017 at 4% or $443,344 at 6%; with 50% employer match about $443,344 at 4% or $295,563 at 6%; with 100% employer match about $332,508 at 4% or $221,672 at 6%.
201419$2,128,919$250,894$27,877iApproximate average salary by contribution assumption: employee only about $696,928 at 4% or $464,619 at 6%; with 50% employer match about $464,619 at 4% or $309,746 at 6%; with 100% employer match about $348,464 at 4% or $232,309 at 6%.
Htg Investment Advisors 401K Plan-9$2,128,919$250,894$27,877iApproximate average salary by contribution assumption: employee only about $696,928 at 4% or $464,619 at 6%; with 50% employer match about $464,619 at 4% or $309,746 at 6%; with 100% employer match about $348,464 at 4% or $232,309 at 6%.
201319$1,818,668$237,641$26,405iApproximate average salary by contribution assumption: employee only about $660,114 at 4% or $440,076 at 6%; with 50% employer match about $440,076 at 4% or $293,384 at 6%; with 100% employer match about $330,057 at 4% or $220,038 at 6%.
Htg Investment Advisors 401K Plan-9$1,818,668$237,641$26,405iApproximate average salary by contribution assumption: employee only about $660,114 at 4% or $440,076 at 6%; with 50% employer match about $440,076 at 4% or $293,384 at 6%; with 100% employer match about $330,057 at 4% or $220,038 at 6%.
201219$1,465,406$215,008$23,890iApproximate average salary by contribution assumption: employee only about $597,244 at 4% or $398,163 at 6%; with 50% employer match about $398,163 at 4% or $265,442 at 6%; with 100% employer match about $298,622 at 4% or $199,081 at 6%.
Htg Investment Advisors 401K Plan-9$1,465,406$215,008$23,890iApproximate average salary by contribution assumption: employee only about $597,244 at 4% or $398,163 at 6%; with 50% employer match about $398,163 at 4% or $265,442 at 6%; with 100% employer match about $298,622 at 4% or $199,081 at 6%.
201118$1,116,263$204,209$25,526iApproximate average salary by contribution assumption: employee only about $638,153 at 4% or $425,435 at 6%; with 50% employer match about $425,435 at 4% or $283,624 at 6%; with 100% employer match about $319,077 at 4% or $212,718 at 6%.
Htg Investment Advisors 401K Plan-8$1,116,263$204,209$25,526iApproximate average salary by contribution assumption: employee only about $638,153 at 4% or $425,435 at 6%; with 50% employer match about $425,435 at 4% or $283,624 at 6%; with 100% employer match about $319,077 at 4% or $212,718 at 6%.
201018$928,625$195,101$24,388iApproximate average salary by contribution assumption: employee only about $609,691 at 4% or $406,460 at 6%; with 50% employer match about $406,460 at 4% or $270,974 at 6%; with 100% employer match about $304,845 at 4% or $203,230 at 6%.
Htg Investment Advisors 401K Plan-8$928,625$195,101$24,388iApproximate average salary by contribution assumption: employee only about $609,691 at 4% or $406,460 at 6%; with 50% employer match about $406,460 at 4% or $270,974 at 6%; with 100% employer match about $304,845 at 4% or $203,230 at 6%.
200918$650,834$429,720$53,715iApproximate average salary by contribution assumption: employee only about $1,342,875 at 4% or $895,250 at 6%; with 50% employer match about $895,250 at 4% or $596,833 at 6%; with 100% employer match about $671,438 at 4% or $447,625 at 6%.
Htg Investment Advisors 401K Plan-8$650,834$429,720$53,715iApproximate average salary by contribution assumption: employee only about $1,342,875 at 4% or $895,250 at 6%; with 50% employer match about $895,250 at 4% or $596,833 at 6%; with 100% employer match about $671,438 at 4% or $447,625 at 6%.
200817$198,583$236,046$33,721iApproximate average salary by contribution assumption: employee only about $843,021 at 4% or $562,014 at 6%; with 50% employer match about $562,014 at 4% or $374,676 at 6%; with 100% employer match about $421,511 at 4% or $281,007 at 6%.
Htg Investment Advisors 401K Plan-7$198,583$236,046$33,721iApproximate average salary by contribution assumption: employee only about $843,021 at 4% or $562,014 at 6%; with 50% employer match about $562,014 at 4% or $374,676 at 6%; with 100% employer match about $421,511 at 4% or $281,007 at 6%.