Civic Intelligence

Hauck Wealth Management

Plan context: Hauck Wealth Management 401(K) Retirement Plan

EIN 23-2767184 • Lancaster, PA • 14 filings • 2 plans

1712 Glenbrook AvenueLancaster, PA 17603-4567
Current Snapshot

Latest Year

2015

2015 Participants

2

2015 Assets

$790,856

2015 Contributions

$4,092

Historical Graphs

Total Assets Over Time

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

$790,856$395,428$0200220082014YearValue
$790,856Latest year 2014

Participants Over Time

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

210200220082014YearValue
2Latest year 2014

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
201510$0$4,092-
Hauck Wealth Management 401(K) Retirement Plan-0$0$4,092-
201412$790,856$66,100$33,050iApproximate average salary by contribution assumption: employee only about $826,250 at 4% or $550,833 at 6%; with 50% employer match about $550,833 at 4% or $367,222 at 6%; with 100% employer match about $413,125 at 4% or $275,417 at 6%.
Hauck Wealth Management 401(K) Retirement Plan-2$790,856$66,100$33,050iApproximate average salary by contribution assumption: employee only about $826,250 at 4% or $550,833 at 6%; with 50% employer match about $550,833 at 4% or $367,222 at 6%; with 100% employer match about $413,125 at 4% or $275,417 at 6%.
201312$718,075$65,987$32,994iApproximate average salary by contribution assumption: employee only about $824,838 at 4% or $549,892 at 6%; with 50% employer match about $549,892 at 4% or $366,594 at 6%; with 100% employer match about $412,419 at 4% or $274,946 at 6%.
Hauck Wealth Management 401(K) Retirement Plan-2$718,075$65,987$32,994iApproximate average salary by contribution assumption: employee only about $824,838 at 4% or $549,892 at 6%; with 50% employer match about $549,892 at 4% or $366,594 at 6%; with 100% employer match about $412,419 at 4% or $274,946 at 6%.
201212$647,649$40,298$20,149iApproximate average salary by contribution assumption: employee only about $503,725 at 4% or $335,817 at 6%; with 50% employer match about $335,817 at 4% or $223,878 at 6%; with 100% employer match about $251,863 at 4% or $167,908 at 6%.
Hauck Wealth Management 401(K) Retirement Plan-2$647,649$40,298$20,149iApproximate average salary by contribution assumption: employee only about $503,725 at 4% or $335,817 at 6%; with 50% employer match about $335,817 at 4% or $223,878 at 6%; with 100% employer match about $251,863 at 4% or $167,908 at 6%.
201112$570,872$58,237$29,119iApproximate average salary by contribution assumption: employee only about $727,963 at 4% or $485,308 at 6%; with 50% employer match about $485,308 at 4% or $323,539 at 6%; with 100% employer match about $363,981 at 4% or $242,654 at 6%.
Hauck Wealth Management 401(K) Retirement Plan-2$570,872$58,237$29,119iApproximate average salary by contribution assumption: employee only about $727,963 at 4% or $485,308 at 6%; with 50% employer match about $485,308 at 4% or $323,539 at 6%; with 100% employer match about $363,981 at 4% or $242,654 at 6%.
201012$495,927$67,961$33,981iApproximate average salary by contribution assumption: employee only about $849,513 at 4% or $566,342 at 6%; with 50% employer match about $566,342 at 4% or $377,561 at 6%; with 100% employer match about $424,756 at 4% or $283,171 at 6%.
Hauck Wealth Management 401(K) Retirement Plan-2$495,927$67,961$33,981iApproximate average salary by contribution assumption: employee only about $849,513 at 4% or $566,342 at 6%; with 50% employer match about $566,342 at 4% or $377,561 at 6%; with 100% employer match about $424,756 at 4% or $283,171 at 6%.
200912$383,213$17,992$8,996iApproximate average salary by contribution assumption: employee only about $224,900 at 4% or $149,933 at 6%; with 50% employer match about $149,933 at 4% or $99,956 at 6%; with 100% employer match about $112,450 at 4% or $74,967 at 6%.
Hauck Wealth Management 401(K) Retirement Plan-2$383,213$17,992$8,996iApproximate average salary by contribution assumption: employee only about $224,900 at 4% or $149,933 at 6%; with 50% employer match about $149,933 at 4% or $99,956 at 6%; with 100% employer match about $112,450 at 4% or $74,967 at 6%.
200812$308,094$60,107$30,054iApproximate average salary by contribution assumption: employee only about $751,338 at 4% or $500,892 at 6%; with 50% employer match about $500,892 at 4% or $333,928 at 6%; with 100% employer match about $375,669 at 4% or $250,446 at 6%.
Hauck Wealth Management 401(K) Retirement Plan-2$308,094$60,107$30,054iApproximate average salary by contribution assumption: employee only about $751,338 at 4% or $500,892 at 6%; with 50% employer match about $500,892 at 4% or $333,928 at 6%; with 100% employer match about $375,669 at 4% or $250,446 at 6%.
200712$301,354$39,656$19,828iApproximate average salary by contribution assumption: employee only about $495,700 at 4% or $330,467 at 6%; with 50% employer match about $330,467 at 4% or $220,311 at 6%; with 100% employer match about $247,850 at 4% or $165,233 at 6%.
Hauck Wealth Management 401(K) Retirement Plan-2$301,354$39,656$19,828iApproximate average salary by contribution assumption: employee only about $495,700 at 4% or $330,467 at 6%; with 50% employer match about $330,467 at 4% or $220,311 at 6%; with 100% employer match about $247,850 at 4% or $165,233 at 6%.
200612$245,450$52,803$26,402iApproximate average salary by contribution assumption: employee only about $660,038 at 4% or $440,025 at 6%; with 50% employer match about $440,025 at 4% or $293,350 at 6%; with 100% employer match about $330,019 at 4% or $220,013 at 6%.
Hauck Wealth Management 401(K) Retirement Plan-2$245,450$52,803$26,402iApproximate average salary by contribution assumption: employee only about $660,038 at 4% or $440,025 at 6%; with 50% employer match about $440,025 at 4% or $293,350 at 6%; with 100% employer match about $330,019 at 4% or $220,013 at 6%.
200512$178,490$47,562$23,781iApproximate average salary by contribution assumption: employee only about $594,525 at 4% or $396,350 at 6%; with 50% employer match about $396,350 at 4% or $264,233 at 6%; with 100% employer match about $297,263 at 4% or $198,175 at 6%.
Hauck Wealth Management 401(K) Retirement Plan-2$178,490$47,562$23,781iApproximate average salary by contribution assumption: employee only about $594,525 at 4% or $396,350 at 6%; with 50% employer match about $396,350 at 4% or $264,233 at 6%; with 100% employer match about $297,263 at 4% or $198,175 at 6%.
200412$124,045$44,612$22,306iApproximate average salary by contribution assumption: employee only about $557,650 at 4% or $371,767 at 6%; with 50% employer match about $371,767 at 4% or $247,844 at 6%; with 100% employer match about $278,825 at 4% or $185,883 at 6%.
Hauck Wealth Management 401(K) Retirement Plan-2$124,045$44,612$22,306iApproximate average salary by contribution assumption: employee only about $557,650 at 4% or $371,767 at 6%; with 50% employer match about $371,767 at 4% or $247,844 at 6%; with 100% employer match about $278,825 at 4% or $185,883 at 6%.
200312$74,603$36,660$18,330iApproximate average salary by contribution assumption: employee only about $458,250 at 4% or $305,500 at 6%; with 50% employer match about $305,500 at 4% or $203,667 at 6%; with 100% employer match about $229,125 at 4% or $152,750 at 6%.
Hauck Wealth Management 401(K) Retirement Plan-2$74,603$36,660$18,330iApproximate average salary by contribution assumption: employee only about $458,250 at 4% or $305,500 at 6%; with 50% employer match about $305,500 at 4% or $203,667 at 6%; with 100% employer match about $229,125 at 4% or $152,750 at 6%.
200212$35,234$35,226$17,613iApproximate average salary by contribution assumption: employee only about $440,325 at 4% or $293,550 at 6%; with 50% employer match about $293,550 at 4% or $195,700 at 6%; with 100% employer match about $220,163 at 4% or $146,775 at 6%.
Hauck Wealth Management 401(K) Retirement Plan-2$35,234$35,226$17,613iApproximate average salary by contribution assumption: employee only about $440,325 at 4% or $293,550 at 6%; with 50% employer match about $293,550 at 4% or $195,700 at 6%; with 100% employer match about $220,163 at 4% or $146,775 at 6%.