Civic Intelligence

Hartwell Financial Services

Plan context: Hartwell Financial Services 401(K) Profit Sharing Plan

EIN 33-0210416 • Torrance, CA • 27 filings • 10 plans

2790 Skypark Dr. #200Torrance, CA 90505
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$806,386

2025 Contributions

$206,705

Historical Graphs

Total Assets Over Time

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

$950,065$475,033$0199920082025YearValue
$806,386Latest year 2025

Participants Over Time

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

420199920082025YearValue
4Latest 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
202514$806,386$206,705$51,676iApproximate average salary by contribution assumption: employee only about $1,291,906 at 4% or $861,271 at 6%; with 50% employer match about $861,271 at 4% or $574,181 at 6%; with 100% employer match about $645,953 at 4% or $430,635 at 6%.
Hartwell Financial Services 401(K) Profit Sharing Plan-4$806,386$206,705$51,676iApproximate average salary by contribution assumption: employee only about $1,291,906 at 4% or $861,271 at 6%; with 50% employer match about $861,271 at 4% or $574,181 at 6%; with 100% employer match about $645,953 at 4% or $430,635 at 6%.
202414$527,767$194,795$48,699iApproximate average salary by contribution assumption: employee only about $1,217,469 at 4% or $811,646 at 6%; with 50% employer match about $811,646 at 4% or $541,097 at 6%; with 100% employer match about $608,734 at 4% or $405,823 at 6%.
Hartwell Financial Services 401(K) Profit Sharing Plan-4$527,767$194,795$48,699iApproximate average salary by contribution assumption: employee only about $1,217,469 at 4% or $811,646 at 6%; with 50% employer match about $811,646 at 4% or $541,097 at 6%; with 100% employer match about $608,734 at 4% or $405,823 at 6%.
202314$326,632$168,397$42,099iApproximate average salary by contribution assumption: employee only about $1,052,481 at 4% or $701,654 at 6%; with 50% employer match about $701,654 at 4% or $467,769 at 6%; with 100% employer match about $526,241 at 4% or $350,827 at 6%.
Hartwell Financial Services 401(K) Profit Sharing Plan-4$326,632$168,397$42,099iApproximate average salary by contribution assumption: employee only about $1,052,481 at 4% or $701,654 at 6%; with 50% employer match about $701,654 at 4% or $467,769 at 6%; with 100% employer match about $526,241 at 4% or $350,827 at 6%.
202214$147,546$70,172$17,543iApproximate average salary by contribution assumption: employee only about $438,575 at 4% or $292,383 at 6%; with 50% employer match about $292,383 at 4% or $194,922 at 6%; with 100% employer match about $219,288 at 4% or $146,192 at 6%.
Hartwell Financial Services 401(K) Profit Sharing Plan-4$147,546$70,172$17,543iApproximate average salary by contribution assumption: employee only about $438,575 at 4% or $292,383 at 6%; with 50% employer match about $292,383 at 4% or $194,922 at 6%; with 100% employer match about $219,288 at 4% or $146,192 at 6%.
202114$106,587$54,767$13,692iApproximate average salary by contribution assumption: employee only about $342,294 at 4% or $228,196 at 6%; with 50% employer match about $228,196 at 4% or $152,131 at 6%; with 100% employer match about $171,147 at 4% or $114,098 at 6%.
Hartwell Financial Services 401(K) Profit Sharing Plan-4$106,587$54,767$13,692iApproximate average salary by contribution assumption: employee only about $342,294 at 4% or $228,196 at 6%; with 50% employer match about $228,196 at 4% or $152,131 at 6%; with 100% employer match about $171,147 at 4% or $114,098 at 6%.
202014$44,077$40,579$10,145iApproximate average salary by contribution assumption: employee only about $253,619 at 4% or $169,079 at 6%; with 50% employer match about $169,079 at 4% or $112,719 at 6%; with 100% employer match about $126,809 at 4% or $84,540 at 6%.
Hartwell Financial Services 401(K) Profit Sharing Plan-4$44,077$40,579$10,145iApproximate average salary by contribution assumption: employee only about $253,619 at 4% or $169,079 at 6%; with 50% employer match about $169,079 at 4% or $112,719 at 6%; with 100% employer match about $126,809 at 4% or $84,540 at 6%.
201012$838,468$0-
Philip Hartwell Financial Services Profit Sharing Plan and Trust-2$838,468$0-
200912$581,706$0-
Philip Hartwell Financial Services Profit Sharing Plan and Trust-2$581,706$0-
200812$589,359$76,800$38,400iApproximate average salary by contribution assumption: employee only about $960,000 at 4% or $640,000 at 6%; with 50% employer match about $640,000 at 4% or $426,667 at 6%; with 100% employer match about $480,000 at 4% or $320,000 at 6%.
Philip Hartwell Financial Services Profit Sharing Plan and Trust-2$589,359$76,800$38,400iApproximate average salary by contribution assumption: employee only about $960,000 at 4% or $640,000 at 6%; with 50% employer match about $640,000 at 4% or $426,667 at 6%; with 100% employer match about $480,000 at 4% or $320,000 at 6%.
200712$0$0-
Philip Hartwell Financial Services Profit Sharing Plan and Trust-2---
200612$846,293$44,095$22,048iApproximate average salary by contribution assumption: employee only about $551,188 at 4% or $367,458 at 6%; with 50% employer match about $367,458 at 4% or $244,972 at 6%; with 100% employer match about $275,594 at 4% or $183,729 at 6%.
Philip Hartwell Financial Services Profit Sharing Plan and Trust-2$846,293$44,095$22,048iApproximate average salary by contribution assumption: employee only about $551,188 at 4% or $367,458 at 6%; with 50% employer match about $367,458 at 4% or $244,972 at 6%; with 100% employer match about $275,594 at 4% or $183,729 at 6%.
200522$693,155$510,359$255,180iApproximate average salary by contribution assumption: employee only about $6,379,488 at 4% or $4,252,992 at 6%; with 50% employer match about $4,252,992 at 4% or $2,835,328 at 6%; with 100% employer match about $3,189,744 at 4% or $2,126,496 at 6%.
Philip Hartwell Financial Services Profit Sharing Plan and Trust-2$693,155$510,359$255,180iApproximate average salary by contribution assumption: employee only about $6,379,488 at 4% or $4,252,992 at 6%; with 50% employer match about $4,252,992 at 4% or $2,835,328 at 6%; with 100% employer match about $3,189,744 at 4% or $2,126,496 at 6%.
Hartwell Financial Services 401(K) Profit Sharing Plan-0---
200422$950,065$26,163$13,082iApproximate average salary by contribution assumption: employee only about $327,038 at 4% or $218,025 at 6%; with 50% employer match about $218,025 at 4% or $145,350 at 6%; with 100% employer match about $163,519 at 4% or $109,013 at 6%.
Hartwell Financial Services 401(K) Profit Sharing Plan-2$607,731$26,163$13,082iApproximate average salary by contribution assumption: employee only about $327,038 at 4% or $218,025 at 6%; with 50% employer match about $218,025 at 4% or $145,350 at 6%; with 100% employer match about $163,519 at 4% or $109,013 at 6%.
Philip Hartwell Financial Services Profit Sharing Plan and Trust-2$342,334--
200323$803,865$15,346$5,115iApproximate average salary by contribution assumption: employee only about $127,883 at 4% or $85,256 at 6%; with 50% employer match about $85,256 at 4% or $56,837 at 6%; with 100% employer match about $63,942 at 4% or $42,628 at 6%.
Hartwell Financial Services 401(K) Profit Sharing Plan-3$488,808$11,751$3,917iApproximate average salary by contribution assumption: employee only about $97,925 at 4% or $65,283 at 6%; with 50% employer match about $65,283 at 4% or $43,522 at 6%; with 100% employer match about $48,963 at 4% or $32,642 at 6%.
Philip Hartwell Financial Services Profit Sharing Plan and Trust-3$315,057$3,595$1,198iApproximate average salary by contribution assumption: employee only about $29,958 at 4% or $19,972 at 6%; with 50% employer match about $19,972 at 4% or $13,315 at 6%; with 100% employer match about $14,979 at 4% or $9,986 at 6%.
200222$614,205$25,892$12,946iApproximate average salary by contribution assumption: employee only about $323,650 at 4% or $215,767 at 6%; with 50% employer match about $215,767 at 4% or $143,844 at 6%; with 100% employer match about $161,825 at 4% or $107,883 at 6%.
Hartwell Financial Services 401(K) Profit Sharing Plan-2$367,690$12,860$6,430iApproximate average salary by contribution assumption: employee only about $160,750 at 4% or $107,167 at 6%; with 50% employer match about $107,167 at 4% or $71,444 at 6%; with 100% employer match about $80,375 at 4% or $53,583 at 6%.
Philip Hartwell Financial Services Profit Sharing Plan and Trust-2$246,515$13,032$6,516iApproximate average salary by contribution assumption: employee only about $162,900 at 4% or $108,600 at 6%; with 50% employer match about $108,600 at 4% or $72,400 at 6%; with 100% employer match about $81,450 at 4% or $54,300 at 6%.
200122$710,784$39,375$19,688iApproximate average salary by contribution assumption: employee only about $492,188 at 4% or $328,125 at 6%; with 50% employer match about $328,125 at 4% or $218,750 at 6%; with 100% employer match about $246,094 at 4% or $164,063 at 6%.
Hartwell Financial Services 401(K) Profit Sharing Plan-2$417,194$19,100$9,550iApproximate average salary by contribution assumption: employee only about $238,750 at 4% or $159,167 at 6%; with 50% employer match about $159,167 at 4% or $106,111 at 6%; with 100% employer match about $119,375 at 4% or $79,583 at 6%.
Philip Hartwell Financial Services Profit Sharing Plan and Trust-2$293,590$20,275$10,138iApproximate average salary by contribution assumption: employee only about $253,438 at 4% or $168,958 at 6%; with 50% employer match about $168,958 at 4% or $112,639 at 6%; with 100% employer match about $126,719 at 4% or $84,479 at 6%.
200042$412,469$17,100$8,550iApproximate average salary by contribution assumption: employee only about $213,750 at 4% or $142,500 at 6%; with 50% employer match about $142,500 at 4% or $95,000 at 6%; with 100% employer match about $106,875 at 4% or $71,250 at 6%.
Hartwell Financial Services 401(K) Profit Sharing Plan-2$412,469$17,100$8,550iApproximate average salary by contribution assumption: employee only about $213,750 at 4% or $142,500 at 6%; with 50% employer match about $142,500 at 4% or $95,000 at 6%; with 100% employer match about $106,875 at 4% or $71,250 at 6%.
Philip Hartwell Financial Services Profit Sharing Plan and Trust-2---
Hartwell Financial Services 401(K) Profit Sharing Plan-2---
Hartwell Financial Services 401(K) Profit Sharing Plan-2---
199922$764,697$34,875$17,438iApproximate average salary by contribution assumption: employee only about $435,938 at 4% or $290,625 at 6%; with 50% employer match about $290,625 at 4% or $193,750 at 6%; with 100% employer match about $217,969 at 4% or $145,313 at 6%.
Hartwell Financial Services 401(K) Profit Sharing Plan-2$401,107$17,600$8,800iApproximate average salary by contribution assumption: employee only about $220,000 at 4% or $146,667 at 6%; with 50% employer match about $146,667 at 4% or $97,778 at 6%; with 100% employer match about $110,000 at 4% or $73,333 at 6%.
Philip Hartwell Financial Services Profit Sharing Plan and Trust-2$363,590$17,275$8,638iApproximate average salary by contribution assumption: employee only about $215,938 at 4% or $143,958 at 6%; with 50% employer match about $143,958 at 4% or $95,972 at 6%; with 100% employer match about $107,969 at 4% or $71,979 at 6%.