Civic Intelligence

Hildene Capital Management LLC

Plan context: Hildene Capital Management LLC Profit Sharing Plan

EIN 26-1550255 • Stamford, CT • 28 filings • 3 plans

333 Ludlow Street South Tower5th FloorStamford, CT 06902
Current Snapshot

Latest Year

2024

2024 Participants

41

2024 Assets

$28,966,878

2024 Contributions

$1,870,143

Historical Graphs

Total Assets Over Time

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

$28,966,878$14,483,439$0200920172024YearValue
$28,966,878Latest year 2024

Participants Over Time

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

41210200920172024YearValue
41Latest 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
2024141$28,966,878$1,870,143$45,613iApproximate average salary by contribution assumption: employee only about $1,140,331 at 4% or $760,221 at 6%; with 50% employer match about $760,221 at 4% or $506,814 at 6%; with 100% employer match about $570,166 at 4% or $380,110 at 6%.
Hildene Capital Management LLC Profit Sharing Plan-41$28,966,878$1,870,143$45,613iApproximate average salary by contribution assumption: employee only about $1,140,331 at 4% or $760,221 at 6%; with 50% employer match about $760,221 at 4% or $506,814 at 6%; with 100% employer match about $570,166 at 4% or $380,110 at 6%.
2023139$23,396,684$1,600,267$41,032iApproximate average salary by contribution assumption: employee only about $1,025,812 at 4% or $683,875 at 6%; with 50% employer match about $683,875 at 4% or $455,917 at 6%; with 100% employer match about $512,906 at 4% or $341,937 at 6%.
Hildene Capital Management LLC Profit Sharing Plan-39$23,396,684$1,600,267$41,032iApproximate average salary by contribution assumption: employee only about $1,025,812 at 4% or $683,875 at 6%; with 50% employer match about $683,875 at 4% or $455,917 at 6%; with 100% employer match about $512,906 at 4% or $341,937 at 6%.
2022138$19,790,238$1,950,182$51,321iApproximate average salary by contribution assumption: employee only about $1,283,014 at 4% or $855,343 at 6%; with 50% employer match about $855,343 at 4% or $570,229 at 6%; with 100% employer match about $641,507 at 4% or $427,671 at 6%.
Hildene Capital Management LLC Profit Sharing Plan-38$19,790,238$1,950,182$51,321iApproximate average salary by contribution assumption: employee only about $1,283,014 at 4% or $855,343 at 6%; with 50% employer match about $855,343 at 4% or $570,229 at 6%; with 100% employer match about $641,507 at 4% or $427,671 at 6%.
2021234$18,745,800$7,102,689$208,903iApproximate average salary by contribution assumption: employee only about $5,222,565 at 4% or $3,481,710 at 6%; with 50% employer match about $3,481,710 at 4% or $2,321,140 at 6%; with 100% employer match about $2,611,283 at 4% or $1,740,855 at 6%.
Hildene Capital Management LLC Profit Sharing Plan-34$18,745,800$7,102,689$208,903iApproximate average salary by contribution assumption: employee only about $5,222,565 at 4% or $3,481,710 at 6%; with 50% employer match about $3,481,710 at 4% or $2,321,140 at 6%; with 100% employer match about $2,611,283 at 4% or $1,740,855 at 6%.
HILDENE CAPITAL MANAGEMENT PENSION PLAN-0$0--
2020226$17,055,174$1,613,443$62,056iApproximate average salary by contribution assumption: employee only about $1,551,388 at 4% or $1,034,258 at 6%; with 50% employer match about $1,034,258 at 4% or $689,506 at 6%; with 100% employer match about $775,694 at 4% or $517,129 at 6%.
Hildene Capital Management LLC Profit Sharing Plan-26$10,122,864$1,613,443$62,056iApproximate average salary by contribution assumption: employee only about $1,551,388 at 4% or $1,034,258 at 6%; with 50% employer match about $1,034,258 at 4% or $689,506 at 6%; with 100% employer match about $775,694 at 4% or $517,129 at 6%.
HILDENE CAPITAL MANAGEMENT PENSION PLAN-9$6,932,310--
2019234$24,800,346$796,000$23,412iApproximate average salary by contribution assumption: employee only about $585,294 at 4% or $390,196 at 6%; with 50% employer match about $390,196 at 4% or $260,131 at 6%; with 100% employer match about $292,647 at 4% or $195,098 at 6%.
HILDENE CAPITAL MANAGEMENT PENSION PLAN-34$15,643,304$0-
Hildene Capital Management LLC Profit Sharing Plan-16$9,157,042$796,000$49,750iApproximate average salary by contribution assumption: employee only about $1,243,750 at 4% or $829,167 at 6%; with 50% employer match about $829,167 at 4% or $552,778 at 6%; with 100% employer match about $621,875 at 4% or $414,583 at 6%.
2018229$22,529,065$803,315$27,701iApproximate average salary by contribution assumption: employee only about $692,513 at 4% or $461,675 at 6%; with 50% employer match about $461,675 at 4% or $307,784 at 6%; with 100% employer match about $346,256 at 4% or $230,838 at 6%.
HILDENE CAPITAL MANAGEMENT PENSION PLAN-29$14,526,248$0-
Hildene Capital Management LLC Profit Sharing Plan-14$8,002,817$803,315$57,380iApproximate average salary by contribution assumption: employee only about $1,434,491 at 4% or $956,327 at 6%; with 50% employer match about $956,327 at 4% or $637,552 at 6%; with 100% employer match about $717,246 at 4% or $478,164 at 6%.
2017228$18,049,626$776,755$27,741iApproximate average salary by contribution assumption: employee only about $693,531 at 4% or $462,354 at 6%; with 50% employer match about $462,354 at 4% or $308,236 at 6%; with 100% employer match about $346,766 at 4% or $231,177 at 6%.
HILDENE CAPITAL MANAGEMENT PENSION PLAN-28$11,648,608$0-
Hildene Capital Management LLC Profit Sharing Plan-11$6,401,018$776,755$70,614iApproximate average salary by contribution assumption: employee only about $1,765,352 at 4% or $1,176,902 at 6%; with 50% employer match about $1,176,902 at 4% or $784,601 at 6%; with 100% employer match about $882,676 at 4% or $588,451 at 6%.
2016227$14,249,646$377,000$13,963iApproximate average salary by contribution assumption: employee only about $349,074 at 4% or $232,716 at 6%; with 50% employer match about $232,716 at 4% or $155,144 at 6%; with 100% employer match about $174,537 at 4% or $116,358 at 6%.
HILDENE CAPITAL MANAGEMENT PENSION PLAN-27$9,534,535$0-
Hildene Capital Management LLC Profit Sharing Plan-11$4,715,111$377,000$34,273iApproximate average salary by contribution assumption: employee only about $856,818 at 4% or $571,212 at 6%; with 50% employer match about $571,212 at 4% or $380,808 at 6%; with 100% employer match about $428,409 at 4% or $285,606 at 6%.
2015222$15,201,341$549,212$24,964iApproximate average salary by contribution assumption: employee only about $624,105 at 4% or $416,070 at 6%; with 50% employer match about $416,070 at 4% or $277,380 at 6%; with 100% employer match about $312,052 at 4% or $208,035 at 6%.
HILDENE CAPITAL MANAGEMENT PENSION PLAN-22$9,121,016--
Hildene Capital Management LLC Profit Sharing Plan-15$6,080,325$549,212$36,614iApproximate average salary by contribution assumption: employee only about $915,353 at 4% or $610,236 at 6%; with 50% employer match about $610,236 at 4% or $406,824 at 6%; with 100% employer match about $457,677 at 4% or $305,118 at 6%.
2014219$13,869,565$378,330$19,912iApproximate average salary by contribution assumption: employee only about $497,803 at 4% or $331,868 at 6%; with 50% employer match about $331,868 at 4% or $221,246 at 6%; with 100% employer match about $248,901 at 4% or $165,934 at 6%.
HILDENE CAPITAL MANAGEMENT PENSION PLAN-19$8,504,017$0-
Hildene Capital Management LLC Profit Sharing Plan-11$5,365,548$378,330$34,394iApproximate average salary by contribution assumption: employee only about $859,841 at 4% or $573,227 at 6%; with 50% employer match about $573,227 at 4% or $382,152 at 6%; with 100% employer match about $429,920 at 4% or $286,614 at 6%.
2013210$8,948,428$981,500$98,150iApproximate average salary by contribution assumption: employee only about $2,453,750 at 4% or $1,635,833 at 6%; with 50% employer match about $1,635,833 at 4% or $1,090,556 at 6%; with 100% employer match about $1,226,875 at 4% or $817,917 at 6%.
HILDENE CAPITAL MANAGEMENT PENSION PLAN-8$5,112,205--
Hildene Capital Management LLC Profit Sharing Plan-10$3,836,223$981,500$98,150iApproximate average salary by contribution assumption: employee only about $2,453,750 at 4% or $1,635,833 at 6%; with 50% employer match about $1,635,833 at 4% or $1,090,556 at 6%; with 100% employer match about $1,226,875 at 4% or $817,917 at 6%.
201226$5,158,369$809,800$134,967iApproximate average salary by contribution assumption: employee only about $3,374,167 at 4% or $2,249,444 at 6%; with 50% employer match about $2,249,444 at 4% or $1,499,630 at 6%; with 100% employer match about $1,687,083 at 4% or $1,124,722 at 6%.
HILDENE CAPITAL MANAGEMENT PENSION PLAN-6$3,139,271$500,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
Hildene Capital Management LLC Profit Sharing Plan-6$2,019,098$309,800$51,633iApproximate average salary by contribution assumption: employee only about $1,290,833 at 4% or $860,556 at 6%; with 50% employer match about $860,556 at 4% or $573,704 at 6%; with 100% employer match about $645,417 at 4% or $430,278 at 6%.
201126$2,117,077$1,162,413$193,736iApproximate average salary by contribution assumption: employee only about $4,843,388 at 4% or $3,228,925 at 6%; with 50% employer match about $3,228,925 at 4% or $2,152,617 at 6%; with 100% employer match about $2,421,694 at 4% or $1,614,463 at 6%.
Hildene Capital Management LLC Profit Sharing Plan-6$1,091,193$492,413$82,069iApproximate average salary by contribution assumption: employee only about $2,051,721 at 4% or $1,367,814 at 6%; with 50% employer match about $1,367,814 at 4% or $911,876 at 6%; with 100% employer match about $1,025,860 at 4% or $683,907 at 6%.
HILDENE CAPITAL MANAGEMENT PENSION PLAN-6$1,025,884$670,000$111,667iApproximate average salary by contribution assumption: employee only about $2,791,667 at 4% or $1,861,111 at 6%; with 50% employer match about $1,861,111 at 4% or $1,240,741 at 6%; with 100% employer match about $1,395,833 at 4% or $930,556 at 6%.
201026$721,182$589,108$98,185iApproximate average salary by contribution assumption: employee only about $2,454,617 at 4% or $1,636,411 at 6%; with 50% employer match about $1,636,411 at 4% or $1,090,941 at 6%; with 100% employer match about $1,227,308 at 4% or $818,206 at 6%.
Hildene Capital Management LLC Profit Sharing Plan-6$426,074$294,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
HILDENE CAPITAL MANAGEMENT PENSION PLAN-6$295,108$295,108$49,185iApproximate average salary by contribution assumption: employee only about $1,229,617 at 4% or $819,744 at 6%; with 50% employer match about $819,744 at 4% or $546,496 at 6%; with 100% employer match about $614,808 at 4% or $409,872 at 6%.
200914$95,362$95,362$23,841iApproximate average salary by contribution assumption: employee only about $596,013 at 4% or $397,342 at 6%; with 50% employer match about $397,342 at 4% or $264,894 at 6%; with 100% employer match about $298,006 at 4% or $198,671 at 6%.
Hildene Capital Management LLC Profit Sharing Plan-4$95,362$95,362$23,841iApproximate average salary by contribution assumption: employee only about $596,013 at 4% or $397,342 at 6%; with 50% employer match about $397,342 at 4% or $264,894 at 6%; with 100% employer match about $298,006 at 4% or $198,671 at 6%.