Civic Intelligence

Hosler Wealth Management

Plan context: Hosler Wealth Management 401(K) P/S Plan

EIN 27-1523812 • Prescott, AZ • 10 filings • 1 plans

700 S Montezuma StPrescott, AZ 86303
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$521,098

2024 Contributions

$135,895

Historical Graphs

Total Assets Over Time

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

$525,142$262,571$0201520202024YearValue
$521,098Latest year 2024

Participants Over Time

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

950201520202024YearValue
9Latest 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
202419$521,098$135,895$15,099iApproximate average salary by contribution assumption: employee only about $377,486 at 4% or $251,657 at 6%; with 50% employer match about $251,657 at 4% or $167,772 at 6%; with 100% employer match about $188,743 at 4% or $125,829 at 6%.
Hosler Wealth Management 401(K) P/S Plan-9$521,098$135,895$15,099iApproximate average salary by contribution assumption: employee only about $377,486 at 4% or $251,657 at 6%; with 50% employer match about $251,657 at 4% or $167,772 at 6%; with 100% employer match about $188,743 at 4% or $125,829 at 6%.
202317$525,142$120,270$17,181iApproximate average salary by contribution assumption: employee only about $429,536 at 4% or $286,357 at 6%; with 50% employer match about $286,357 at 4% or $190,905 at 6%; with 100% employer match about $214,768 at 4% or $143,179 at 6%.
Hosler Wealth Management 401(K) P/S Plan-7$525,142$120,270$17,181iApproximate average salary by contribution assumption: employee only about $429,536 at 4% or $286,357 at 6%; with 50% employer match about $286,357 at 4% or $190,905 at 6%; with 100% employer match about $214,768 at 4% or $143,179 at 6%.
202216$348,263$107,112$17,852iApproximate average salary by contribution assumption: employee only about $446,300 at 4% or $297,533 at 6%; with 50% employer match about $297,533 at 4% or $198,356 at 6%; with 100% employer match about $223,150 at 4% or $148,767 at 6%.
Hosler Wealth Management 401(K) P/S Plan-6$348,263$107,112$17,852iApproximate average salary by contribution assumption: employee only about $446,300 at 4% or $297,533 at 6%; with 50% employer match about $297,533 at 4% or $198,356 at 6%; with 100% employer match about $223,150 at 4% or $148,767 at 6%.
202117$364,097$106,803$15,258iApproximate average salary by contribution assumption: employee only about $381,439 at 4% or $254,293 at 6%; with 50% employer match about $254,293 at 4% or $169,529 at 6%; with 100% employer match about $190,720 at 4% or $127,146 at 6%.
Hosler Wealth Management 401(K) P/S Plan-7$364,097$106,803$15,258iApproximate average salary by contribution assumption: employee only about $381,439 at 4% or $254,293 at 6%; with 50% employer match about $254,293 at 4% or $169,529 at 6%; with 100% employer match about $190,720 at 4% or $127,146 at 6%.
202016$449,143$80,390$13,398iApproximate average salary by contribution assumption: employee only about $334,958 at 4% or $223,306 at 6%; with 50% employer match about $223,306 at 4% or $148,870 at 6%; with 100% employer match about $167,479 at 4% or $111,653 at 6%.
Hosler Wealth Management 401(K) P/S Plan-6$449,143$80,390$13,398iApproximate average salary by contribution assumption: employee only about $334,958 at 4% or $223,306 at 6%; with 50% employer match about $223,306 at 4% or $148,870 at 6%; with 100% employer match about $167,479 at 4% or $111,653 at 6%.
201914$263,464$73,550$18,388iApproximate average salary by contribution assumption: employee only about $459,688 at 4% or $306,458 at 6%; with 50% employer match about $306,458 at 4% or $204,306 at 6%; with 100% employer match about $229,844 at 4% or $153,229 at 6%.
Hosler Wealth Management 401(K) P/S Plan-4$263,464$73,550$18,388iApproximate average salary by contribution assumption: employee only about $459,688 at 4% or $306,458 at 6%; with 50% employer match about $306,458 at 4% or $204,306 at 6%; with 100% employer match about $229,844 at 4% or $153,229 at 6%.
201812$140,647$52,367$26,184iApproximate average salary by contribution assumption: employee only about $654,588 at 4% or $436,392 at 6%; with 50% employer match about $436,392 at 4% or $290,928 at 6%; with 100% employer match about $327,294 at 4% or $218,196 at 6%.
Hosler Wealth Management 401(K) P/S Plan-2$140,647$52,367$26,184iApproximate average salary by contribution assumption: employee only about $654,588 at 4% or $436,392 at 6%; with 50% employer match about $436,392 at 4% or $290,928 at 6%; with 100% employer match about $327,294 at 4% or $218,196 at 6%.
201715$219,792$65,909$13,182iApproximate average salary by contribution assumption: employee only about $329,545 at 4% or $219,697 at 6%; with 50% employer match about $219,697 at 4% or $146,464 at 6%; with 100% employer match about $164,773 at 4% or $109,848 at 6%.
Hosler Wealth Management 401(K) P/S Plan-5$219,792$65,909$13,182iApproximate average salary by contribution assumption: employee only about $329,545 at 4% or $219,697 at 6%; with 50% employer match about $219,697 at 4% or $146,464 at 6%; with 100% employer match about $164,773 at 4% or $109,848 at 6%.
201615$125,684$67,931$13,586iApproximate average salary by contribution assumption: employee only about $339,655 at 4% or $226,437 at 6%; with 50% employer match about $226,437 at 4% or $150,958 at 6%; with 100% employer match about $169,828 at 4% or $113,218 at 6%.
Hosler Wealth Management 401(K) P/S Plan-5$125,684$67,931$13,586iApproximate average salary by contribution assumption: employee only about $339,655 at 4% or $226,437 at 6%; with 50% employer match about $226,437 at 4% or $150,958 at 6%; with 100% employer match about $169,828 at 4% or $113,218 at 6%.
201518$87,380$90,157$11,270iApproximate average salary by contribution assumption: employee only about $281,741 at 4% or $187,827 at 6%; with 50% employer match about $187,827 at 4% or $125,218 at 6%; with 100% employer match about $140,870 at 4% or $93,914 at 6%.
Hosler Wealth Management 401(K) P/S Plan-8$87,380$90,157$11,270iApproximate average salary by contribution assumption: employee only about $281,741 at 4% or $187,827 at 6%; with 50% employer match about $187,827 at 4% or $125,218 at 6%; with 100% employer match about $140,870 at 4% or $93,914 at 6%.