Civic Intelligence

Hfg Wealth Management LLC

Plan context: Hfg Wealth Management LLC Cash Balance Plan

EIN 27-0508023 • The Woodlands, TX • 15 filings • 2 plans

1790 Hughes Landing Suite 350The Woodlands, TX 77380
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$2,679,048

2024 Contributions

$290,216

Historical Graphs

Total Assets Over Time

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

$2,969,582$1,484,791$0201420192024YearValue
$2,679,048Latest year 2024

Participants Over Time

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

1470201420192024YearValue
14Latest 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
2024214$2,679,048$290,216$20,730iApproximate average salary by contribution assumption: employee only about $518,243 at 4% or $345,495 at 6%; with 50% employer match about $345,495 at 4% or $230,330 at 6%; with 100% employer match about $259,121 at 4% or $172,748 at 6%.
Hfg Wealth Management LLC Cash Balance Plan-14$1,517,349$0-
Hfg Wealth Management LLC 401(K) Profit Sharing Plan-13$1,161,699$290,216$22,324iApproximate average salary by contribution assumption: employee only about $558,108 at 4% or $372,072 at 6%; with 50% employer match about $372,072 at 4% or $248,048 at 6%; with 100% employer match about $279,054 at 4% or $186,036 at 6%.
2023214$2,969,582$576,203$41,157iApproximate average salary by contribution assumption: employee only about $1,028,934 at 4% or $685,956 at 6%; with 50% employer match about $685,956 at 4% or $457,304 at 6%; with 100% employer match about $514,467 at 4% or $342,978 at 6%.
Hfg Wealth Management LLC 401(K) Profit Sharing Plan-14$1,855,439$255,340$18,239iApproximate average salary by contribution assumption: employee only about $455,964 at 4% or $303,976 at 6%; with 50% employer match about $303,976 at 4% or $202,651 at 6%; with 100% employer match about $227,982 at 4% or $151,988 at 6%.
Hfg Wealth Management LLC Cash Balance Plan-12$1,114,143$320,863$26,739iApproximate average salary by contribution assumption: employee only about $668,465 at 4% or $445,643 at 6%; with 50% employer match about $445,643 at 4% or $297,095 at 6%; with 100% employer match about $334,232 at 4% or $222,822 at 6%.
2022211$2,006,230$505,223$45,929iApproximate average salary by contribution assumption: employee only about $1,148,234 at 4% or $765,489 at 6%; with 50% employer match about $765,489 at 4% or $510,326 at 6%; with 100% employer match about $574,117 at 4% or $382,745 at 6%.
Hfg Wealth Management LLC 401(K) Profit Sharing Plan-11$1,402,691$205,223$18,657iApproximate average salary by contribution assumption: employee only about $466,416 at 4% or $310,944 at 6%; with 50% employer match about $310,944 at 4% or $207,296 at 6%; with 100% employer match about $233,208 at 4% or $155,472 at 6%.
Hfg Wealth Management LLC Cash Balance Plan-7$603,539$300,000$42,857iApproximate average salary by contribution assumption: employee only about $1,071,429 at 4% or $714,286 at 6%; with 50% employer match about $714,286 at 4% or $476,190 at 6%; with 100% employer match about $535,714 at 4% or $357,143 at 6%.
2021210$1,850,433$460,672$46,067iApproximate average salary by contribution assumption: employee only about $1,151,680 at 4% or $767,787 at 6%; with 50% employer match about $767,787 at 4% or $511,858 at 6%; with 100% employer match about $575,840 at 4% or $383,893 at 6%.
Hfg Wealth Management LLC 401(K) Profit Sharing Plan-10$1,374,576$221,590$22,159iApproximate average salary by contribution assumption: employee only about $553,975 at 4% or $369,317 at 6%; with 50% employer match about $369,317 at 4% or $246,211 at 6%; with 100% employer match about $276,988 at 4% or $184,658 at 6%.
Hfg Wealth Management LLC Cash Balance Plan-6$475,857$239,082$39,847iApproximate average salary by contribution assumption: employee only about $996,175 at 4% or $664,117 at 6%; with 50% employer match about $664,117 at 4% or $442,744 at 6%; with 100% employer match about $498,088 at 4% or $332,058 at 6%.
2020111$975,760$227,130$20,648iApproximate average salary by contribution assumption: employee only about $516,205 at 4% or $344,136 at 6%; with 50% employer match about $344,136 at 4% or $229,424 at 6%; with 100% employer match about $258,102 at 4% or $172,068 at 6%.
Hfg Wealth Management LLC 401(K) Profit Sharing Plan-11$975,760$227,130$20,648iApproximate average salary by contribution assumption: employee only about $516,205 at 4% or $344,136 at 6%; with 50% employer match about $344,136 at 4% or $229,424 at 6%; with 100% employer match about $258,102 at 4% or $172,068 at 6%.
2019110$689,139$130,953$13,095iApproximate average salary by contribution assumption: employee only about $327,383 at 4% or $218,255 at 6%; with 50% employer match about $218,255 at 4% or $145,503 at 6%; with 100% employer match about $163,691 at 4% or $109,128 at 6%.
Hfg Wealth Management LLC 401(K) Profit Sharing Plan-10$689,139$130,953$13,095iApproximate average salary by contribution assumption: employee only about $327,383 at 4% or $218,255 at 6%; with 50% employer match about $218,255 at 4% or $145,503 at 6%; with 100% employer match about $163,691 at 4% or $109,128 at 6%.
201819$499,805$133,561$14,840iApproximate average salary by contribution assumption: employee only about $371,003 at 4% or $247,335 at 6%; with 50% employer match about $247,335 at 4% or $164,890 at 6%; with 100% employer match about $185,501 at 4% or $123,668 at 6%.
Hfg Wealth Management LLC 401(K) Profit Sharing Plan-9$499,805$133,561$14,840iApproximate average salary by contribution assumption: employee only about $371,003 at 4% or $247,335 at 6%; with 50% employer match about $247,335 at 4% or $164,890 at 6%; with 100% employer match about $185,501 at 4% or $123,668 at 6%.
201719$447,707$131,984$14,665iApproximate average salary by contribution assumption: employee only about $366,622 at 4% or $244,415 at 6%; with 50% employer match about $244,415 at 4% or $162,943 at 6%; with 100% employer match about $183,311 at 4% or $122,207 at 6%.
Hfg Wealth Management LLC 401(K) Profit Sharing Plan-9$447,707$131,984$14,665iApproximate average salary by contribution assumption: employee only about $366,622 at 4% or $244,415 at 6%; with 50% employer match about $244,415 at 4% or $162,943 at 6%; with 100% employer match about $183,311 at 4% or $122,207 at 6%.
201617$286,157$91,459$13,066iApproximate average salary by contribution assumption: employee only about $326,639 at 4% or $217,760 at 6%; with 50% employer match about $217,760 at 4% or $145,173 at 6%; with 100% employer match about $163,320 at 4% or $108,880 at 6%.
Hfg Wealth Management LLC 401(K) Profit Sharing Plan-7$286,157$91,459$13,066iApproximate average salary by contribution assumption: employee only about $326,639 at 4% or $217,760 at 6%; with 50% employer match about $217,760 at 4% or $145,173 at 6%; with 100% employer match about $163,320 at 4% or $108,880 at 6%.
201516$187,943$102,843$17,141iApproximate average salary by contribution assumption: employee only about $428,513 at 4% or $285,675 at 6%; with 50% employer match about $285,675 at 4% or $190,450 at 6%; with 100% employer match about $214,256 at 4% or $142,838 at 6%.
Hfg Wealth Management LLC 401(K) Profit Sharing Plan-6$187,943$102,843$17,141iApproximate average salary by contribution assumption: employee only about $428,513 at 4% or $285,675 at 6%; with 50% employer match about $285,675 at 4% or $190,450 at 6%; with 100% employer match about $214,256 at 4% or $142,838 at 6%.
201413$89,309$88,908$29,636iApproximate average salary by contribution assumption: employee only about $740,900 at 4% or $493,933 at 6%; with 50% employer match about $493,933 at 4% or $329,289 at 6%; with 100% employer match about $370,450 at 4% or $246,967 at 6%.
Hfg Wealth Management LLC 401(K) Profit Sharing Plan-3$89,309$88,908$29,636iApproximate average salary by contribution assumption: employee only about $740,900 at 4% or $493,933 at 6%; with 50% employer match about $493,933 at 4% or $329,289 at 6%; with 100% employer match about $370,450 at 4% or $246,967 at 6%.