Hale & Monico LLC
Plan context: Andrew M. Hale & Associates 401(K) and Profit Sharing Plan
EIN 32-0233670 • Chicago, IL • 15 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
36
2025 Assets
$750,521
2025 Contributions
$186,611
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 36 | $750,521 | $186,611 | $5,184iApproximate average salary by contribution assumption: employee only about $129,591 at 4% or $86,394 at 6%; with 50% employer match about $86,394 at 4% or $57,596 at 6%; with 100% employer match about $64,795 at 4% or $43,197 at 6%. |
| Andrew M. Hale & Associates 401(K) and Profit Sharing Plan | - | 36 | $750,521 | $186,611 | $5,184iApproximate average salary by contribution assumption: employee only about $129,591 at 4% or $86,394 at 6%; with 50% employer match about $86,394 at 4% or $57,596 at 6%; with 100% employer match about $64,795 at 4% or $43,197 at 6%. |
| 2024 | 1 | 36 | $971,639 | $170,838 | $4,746iApproximate average salary by contribution assumption: employee only about $118,638 at 4% or $79,092 at 6%; with 50% employer match about $79,092 at 4% or $52,728 at 6%; with 100% employer match about $59,319 at 4% or $39,546 at 6%. |
| Andrew M. Hale & Associates 401(K) and Profit Sharing Plan | - | 36 | $971,639 | $170,838 | $4,746iApproximate average salary by contribution assumption: employee only about $118,638 at 4% or $79,092 at 6%; with 50% employer match about $79,092 at 4% or $52,728 at 6%; with 100% employer match about $59,319 at 4% or $39,546 at 6%. |
| 2023 | 1 | 36 | $772,977 | $130,962 | $3,638iApproximate average salary by contribution assumption: employee only about $90,946 at 4% or $60,631 at 6%; with 50% employer match about $60,631 at 4% or $40,420 at 6%; with 100% employer match about $45,473 at 4% or $30,315 at 6%. |
| Andrew M. Hale & Associates 401(K) and Profit Sharing Plan | - | 36 | $772,977 | $130,962 | $3,638iApproximate average salary by contribution assumption: employee only about $90,946 at 4% or $60,631 at 6%; with 50% employer match about $60,631 at 4% or $40,420 at 6%; with 100% employer match about $45,473 at 4% or $30,315 at 6%. |
| 2022 | 1 | 38 | $793,679 | $102,114 | $2,687iApproximate average salary by contribution assumption: employee only about $67,180 at 4% or $44,787 at 6%; with 50% employer match about $44,787 at 4% or $29,858 at 6%; with 100% employer match about $33,590 at 4% or $22,393 at 6%. |
| Andrew M. Hale & Associates 401(K) and Profit Sharing Plan | - | 38 | $793,679 | $102,114 | $2,687iApproximate average salary by contribution assumption: employee only about $67,180 at 4% or $44,787 at 6%; with 50% employer match about $44,787 at 4% or $29,858 at 6%; with 100% employer match about $33,590 at 4% or $22,393 at 6%. |
| 2021 | 1 | 38 | $881,684 | $197,962 | $5,210iApproximate average salary by contribution assumption: employee only about $130,238 at 4% or $86,825 at 6%; with 50% employer match about $86,825 at 4% or $57,884 at 6%; with 100% employer match about $65,119 at 4% or $43,413 at 6%. |
| Andrew M. Hale & Associates 401(K) and Profit Sharing Plan | - | 38 | $881,684 | $197,962 | $5,210iApproximate average salary by contribution assumption: employee only about $130,238 at 4% or $86,825 at 6%; with 50% employer match about $86,825 at 4% or $57,884 at 6%; with 100% employer match about $65,119 at 4% or $43,413 at 6%. |
| 2020 | 1 | 27 | $584,748 | $171,120 | $6,338iApproximate average salary by contribution assumption: employee only about $158,444 at 4% or $105,630 at 6%; with 50% employer match about $105,630 at 4% or $70,420 at 6%; with 100% employer match about $79,222 at 4% or $52,815 at 6%. |
| Andrew M. Hale & Associates 401(K) and Profit Sharing Plan | - | 27 | $584,748 | $171,120 | $6,338iApproximate average salary by contribution assumption: employee only about $158,444 at 4% or $105,630 at 6%; with 50% employer match about $105,630 at 4% or $70,420 at 6%; with 100% employer match about $79,222 at 4% or $52,815 at 6%. |
| 2019 | 1 | 13 | $325,352 | $92,909 | $7,147iApproximate average salary by contribution assumption: employee only about $178,671 at 4% or $119,114 at 6%; with 50% employer match about $119,114 at 4% or $79,409 at 6%; with 100% employer match about $89,336 at 4% or $59,557 at 6%. |
| Andrew M. Hale & Associates 401(K) and Profit Sharing Plan | - | 13 | $325,352 | $92,909 | $7,147iApproximate average salary by contribution assumption: employee only about $178,671 at 4% or $119,114 at 6%; with 50% employer match about $119,114 at 4% or $79,409 at 6%; with 100% employer match about $89,336 at 4% or $59,557 at 6%. |
| 2018 | 1 | 15 | $200,167 | $56,256 | $3,750iApproximate average salary by contribution assumption: employee only about $93,760 at 4% or $62,507 at 6%; with 50% employer match about $62,507 at 4% or $41,671 at 6%; with 100% employer match about $46,880 at 4% or $31,253 at 6%. |
| Andrew M. Hale & Associates 401(K) and Profit Sharing Plan | - | 15 | $200,167 | $56,256 | $3,750iApproximate average salary by contribution assumption: employee only about $93,760 at 4% or $62,507 at 6%; with 50% employer match about $62,507 at 4% or $41,671 at 6%; with 100% employer match about $46,880 at 4% or $31,253 at 6%. |
| 2017 | 1 | 21 | $295,057 | $58,424 | $2,782iApproximate average salary by contribution assumption: employee only about $69,552 at 4% or $46,368 at 6%; with 50% employer match about $46,368 at 4% or $30,912 at 6%; with 100% employer match about $34,776 at 4% or $23,184 at 6%. |
| Andrew M. Hale & Associates 401(K) and Profit Sharing Plan | - | 21 | $295,057 | $58,424 | $2,782iApproximate average salary by contribution assumption: employee only about $69,552 at 4% or $46,368 at 6%; with 50% employer match about $46,368 at 4% or $30,912 at 6%; with 100% employer match about $34,776 at 4% or $23,184 at 6%. |
| 2016 | 1 | 15 | $210,639 | $67,787 | $4,519iApproximate average salary by contribution assumption: employee only about $112,978 at 4% or $75,319 at 6%; with 50% employer match about $75,319 at 4% or $50,213 at 6%; with 100% employer match about $56,489 at 4% or $37,659 at 6%. |
| Andrew M. Hale & Associates 401(K) and Profit Sharing Plan | - | 15 | $210,639 | $67,787 | $4,519iApproximate average salary by contribution assumption: employee only about $112,978 at 4% or $75,319 at 6%; with 50% employer match about $75,319 at 4% or $50,213 at 6%; with 100% employer match about $56,489 at 4% or $37,659 at 6%. |
| 2015 | 1 | 9 | $141,642 | $23,812 | $2,646iApproximate average salary by contribution assumption: employee only about $66,144 at 4% or $44,096 at 6%; with 50% employer match about $44,096 at 4% or $29,398 at 6%; with 100% employer match about $33,072 at 4% or $22,048 at 6%. |
| Andrew M. Hale & Associates 401(K) and Profit Sharing Plan | - | 9 | $141,642 | $23,812 | $2,646iApproximate average salary by contribution assumption: employee only about $66,144 at 4% or $44,096 at 6%; with 50% employer match about $44,096 at 4% or $29,398 at 6%; with 100% employer match about $33,072 at 4% or $22,048 at 6%. |
| 2014 | 2 | 11 | $115,835 | $103,688 | $9,426iApproximate average salary by contribution assumption: employee only about $235,655 at 4% or $157,103 at 6%; with 50% employer match about $157,103 at 4% or $104,735 at 6%; with 100% employer match about $117,827 at 4% or $78,552 at 6%. |
| Andrew M. Hale & Associates 401(K) and Profit Sharing Plan | - | 11 | $115,835 | $103,688 | $9,426iApproximate average salary by contribution assumption: employee only about $235,655 at 4% or $157,103 at 6%; with 50% employer match about $157,103 at 4% or $104,735 at 6%; with 100% employer match about $117,827 at 4% or $78,552 at 6%. |
| ANDREW M. HALE & ASSOCIATES CASH BALANCE PENSION PLAN | - | 0 | $0 | $0 | - |
| 2013 | 2 | 6 | $43,151 | $42,146 | $7,024iApproximate average salary by contribution assumption: employee only about $175,608 at 4% or $117,072 at 6%; with 50% employer match about $117,072 at 4% or $78,048 at 6%; with 100% employer match about $87,804 at 4% or $58,536 at 6%. |
| Andrew M. Hale & Associates 401(K) and Profit Sharing Plan | - | 6 | $43,151 | $42,146 | $7,024iApproximate average salary by contribution assumption: employee only about $175,608 at 4% or $117,072 at 6%; with 50% employer match about $117,072 at 4% or $78,048 at 6%; with 100% employer match about $87,804 at 4% or $58,536 at 6%. |
| ANDREW M. HALE & ASSOCIATES CASH BALANCE PENSION PLAN | - | 6 | $0 | $0 | - |