Civic Intelligence

HALL & BURNS WEALTH MANAGEMENT, LLC

Plan context: HALL & BURNS WEALTH MANAGEMENT 401(K) PLAN

EIN 26-3263098 • Cary, NC • 6 filings • 1 plans

1001 Winstead DriveSuite 275Cary, NC 27513
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$280,962

2025 Contributions

$61,982

Historical Graphs

Total Assets Over Time

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

$280,962$140,481$0202020232025YearValue
$280,962Latest year 2025

Participants Over Time

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

320202020232025YearValue
3Latest year 2025

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
202513$280,962$61,982$20,661iApproximate average salary by contribution assumption: employee only about $516,517 at 4% or $344,344 at 6%; with 50% employer match about $344,344 at 4% or $229,563 at 6%; with 100% employer match about $258,258 at 4% or $172,172 at 6%.
HALL & BURNS WEALTH MANAGEMENT 401(K) PLAN-3$280,962$61,982$20,661iApproximate average salary by contribution assumption: employee only about $516,517 at 4% or $344,344 at 6%; with 50% employer match about $344,344 at 4% or $229,563 at 6%; with 100% employer match about $258,258 at 4% or $172,172 at 6%.
202413$190,703$58,025$19,342iApproximate average salary by contribution assumption: employee only about $483,542 at 4% or $322,361 at 6%; with 50% employer match about $322,361 at 4% or $214,907 at 6%; with 100% employer match about $241,771 at 4% or $161,181 at 6%.
HALL & BURNS WEALTH MANAGEMENT 401(K) PLAN-3$190,703$58,025$19,342iApproximate average salary by contribution assumption: employee only about $483,542 at 4% or $322,361 at 6%; with 50% employer match about $322,361 at 4% or $214,907 at 6%; with 100% employer match about $241,771 at 4% or $161,181 at 6%.
202312$114,767$45,621$22,811iApproximate average salary by contribution assumption: employee only about $570,263 at 4% or $380,175 at 6%; with 50% employer match about $380,175 at 4% or $253,450 at 6%; with 100% employer match about $285,131 at 4% or $190,088 at 6%.
HALL & BURNS WEALTH MANAGEMENT 401(K) PLAN-2$114,767$45,621$22,811iApproximate average salary by contribution assumption: employee only about $570,263 at 4% or $380,175 at 6%; with 50% employer match about $380,175 at 4% or $253,450 at 6%; with 100% employer match about $285,131 at 4% or $190,088 at 6%.
202212$56,854$35,222$17,611iApproximate average salary by contribution assumption: employee only about $440,275 at 4% or $293,517 at 6%; with 50% employer match about $293,517 at 4% or $195,678 at 6%; with 100% employer match about $220,138 at 4% or $146,758 at 6%.
HALL & BURNS WEALTH MANAGEMENT 401(K) PLAN-2$56,854$35,222$17,611iApproximate average salary by contribution assumption: employee only about $440,275 at 4% or $293,517 at 6%; with 50% employer match about $293,517 at 4% or $195,678 at 6%; with 100% employer match about $220,138 at 4% or $146,758 at 6%.
202111$26,441$29,352$29,352iApproximate average salary by contribution assumption: employee only about $733,800 at 4% or $489,200 at 6%; with 50% employer match about $489,200 at 4% or $326,133 at 6%; with 100% employer match about $366,900 at 4% or $244,600 at 6%.
HALL & BURNS WEALTH MANAGEMENT 401(K) PLAN-1$26,441$29,352$29,352iApproximate average salary by contribution assumption: employee only about $733,800 at 4% or $489,200 at 6%; with 50% employer match about $489,200 at 4% or $326,133 at 6%; with 100% employer match about $366,900 at 4% or $244,600 at 6%.
202011$374$370$370iApproximate average salary by contribution assumption: employee only about $9,250 at 4% or $6,167 at 6%; with 50% employer match about $6,167 at 4% or $4,111 at 6%; with 100% employer match about $4,625 at 4% or $3,083 at 6%.
HALL & BURNS WEALTH MANAGEMENT 401(K) PLAN-1$374$370$370iApproximate average salary by contribution assumption: employee only about $9,250 at 4% or $6,167 at 6%; with 50% employer match about $6,167 at 4% or $4,111 at 6%; with 100% employer match about $4,625 at 4% or $3,083 at 6%.