Hargis & Associates Inc.
Plan context: Hargis & Associates Inc. Employee Stock Ownership Plan and Trust Agreement
EIN 33-0383435 • San Diego, CA • 36 filings • 11 plans
Current Snapshot
Latest Year
2023
2023 Participants
25
2023 Assets
$1,460,061
2023 Contributions
$43,995
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 |
|---|---|---|---|---|---|
| 2023 | 3 | 25 | $1,460,061 | $43,995 | $1,760iApproximate average salary by contribution assumption: employee only about $43,995 at 4% or $29,330 at 6%; with 50% employer match about $29,330 at 4% or $19,553 at 6%; with 100% employer match about $21,998 at 4% or $14,665 at 6%. |
| Hargis & Associates Inc. Employee Stock Ownership Plan and Trust Agreement | - | 25 | $1,460,061 | - | - |
| HARGIS & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN | - | 0 | $0 | $43,995 | - |
| Hargis & Associates Inc. Employee Stock Ownership Plan and Trust Agreement | - | 0 | - | - | - |
| 2022 | 2 | 42 | $8,845,184 | $203,738 | $4,851iApproximate average salary by contribution assumption: employee only about $121,273 at 4% or $80,848 at 6%; with 50% employer match about $80,848 at 4% or $53,899 at 6%; with 100% employer match about $60,636 at 4% or $40,424 at 6%. |
| HARGIS & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN | - | 42 | $7,369,818 | $203,738 | $4,851iApproximate average salary by contribution assumption: employee only about $121,273 at 4% or $80,848 at 6%; with 50% employer match about $80,848 at 4% or $53,899 at 6%; with 100% employer match about $60,636 at 4% or $40,424 at 6%. |
| Hargis & Associates Inc. Employee Stock Ownership Plan and Trust Agreement | - | 35 | $1,475,366 | - | - |
| 2021 | 2 | 46 | $11,326,883 | $242,232 | $5,266iApproximate average salary by contribution assumption: employee only about $131,648 at 4% or $87,765 at 6%; with 50% employer match about $87,765 at 4% or $58,510 at 6%; with 100% employer match about $65,824 at 4% or $43,883 at 6%. |
| HARGIS & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN | - | 46 | $9,765,665 | $242,232 | $5,266iApproximate average salary by contribution assumption: employee only about $131,648 at 4% or $87,765 at 6%; with 50% employer match about $87,765 at 4% or $58,510 at 6%; with 100% employer match about $65,824 at 4% or $43,883 at 6%. |
| Hargis & Associates Inc. Employee Stock Ownership Plan and Trust Agreement | - | 38 | $1,561,218 | - | - |
| 2020 | 2 | 50 | $13,438,244 | $299,745 | $5,995iApproximate average salary by contribution assumption: employee only about $149,873 at 4% or $99,915 at 6%; with 50% employer match about $99,915 at 4% or $66,610 at 6%; with 100% employer match about $74,936 at 4% or $49,958 at 6%. |
| HARGIS & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN | - | 50 | $11,943,274 | $299,745 | $5,995iApproximate average salary by contribution assumption: employee only about $149,873 at 4% or $99,915 at 6%; with 50% employer match about $99,915 at 4% or $66,610 at 6%; with 100% employer match about $74,936 at 4% or $49,958 at 6%. |
| Hargis & Associates Inc. Employee Stock Ownership Plan and Trust Agreement | - | 42 | $1,494,970 | - | - |
| 2019 | 2 | 52 | $13,018,266 | $396,578 | $7,627iApproximate average salary by contribution assumption: employee only about $190,663 at 4% or $127,108 at 6%; with 50% employer match about $127,108 at 4% or $84,739 at 6%; with 100% employer match about $95,331 at 4% or $63,554 at 6%. |
| HARGIS & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN | - | 52 | $11,538,098 | $396,578 | $7,627iApproximate average salary by contribution assumption: employee only about $190,663 at 4% or $127,108 at 6%; with 50% employer match about $127,108 at 4% or $84,739 at 6%; with 100% employer match about $95,331 at 4% or $63,554 at 6%. |
| Hargis & Associates Inc. Employee Stock Ownership Plan and Trust Agreement | - | 48 | $1,480,168 | - | - |
| 2018 | 2 | 55 | $11,769,708 | $987,220 | $17,949iApproximate average salary by contribution assumption: employee only about $448,736 at 4% or $299,158 at 6%; with 50% employer match about $299,158 at 4% or $199,438 at 6%; with 100% employer match about $224,368 at 4% or $149,579 at 6%. |
| HARGIS & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN | - | 55 | $10,220,842 | $387,220 | $7,040iApproximate average salary by contribution assumption: employee only about $176,009 at 4% or $117,339 at 6%; with 50% employer match about $117,339 at 4% or $78,226 at 6%; with 100% employer match about $88,005 at 4% or $58,670 at 6%. |
| Hargis & Associates Inc. Employee Stock Ownership Plan and Trust Agreement | - | 44 | $1,548,866 | $600,000 | $13,636iApproximate average salary by contribution assumption: employee only about $340,909 at 4% or $227,273 at 6%; with 50% employer match about $227,273 at 4% or $151,515 at 6%; with 100% employer match about $170,455 at 4% or $113,636 at 6%. |
| 2017 | 2 | 51 | $11,825,515 | $639,038 | $12,530iApproximate average salary by contribution assumption: employee only about $313,254 at 4% or $208,836 at 6%; with 50% employer match about $208,836 at 4% or $139,224 at 6%; with 100% employer match about $156,627 at 4% or $104,418 at 6%. |
| HARGIS & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN | - | 51 | $10,826,193 | $452,538 | $8,873iApproximate average salary by contribution assumption: employee only about $221,832 at 4% or $147,888 at 6%; with 50% employer match about $147,888 at 4% or $98,592 at 6%; with 100% employer match about $110,916 at 4% or $73,944 at 6%. |
| Hargis & Associates Inc. Employee Stock Ownership Plan and Trust Agreement | - | 45 | $999,322 | $186,500 | $4,144iApproximate average salary by contribution assumption: employee only about $103,611 at 4% or $69,074 at 6%; with 50% employer match about $69,074 at 4% or $46,049 at 6%; with 100% employer match about $51,806 at 4% or $34,537 at 6%. |
| 2016 | 2 | 54 | $10,666,819 | $500,602 | $9,270iApproximate average salary by contribution assumption: employee only about $231,760 at 4% or $154,507 at 6%; with 50% employer match about $154,507 at 4% or $103,005 at 6%; with 100% employer match about $115,880 at 4% or $77,253 at 6%. |
| HARGIS & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN | - | 54 | $9,861,892 | $482,442 | $8,934iApproximate average salary by contribution assumption: employee only about $223,353 at 4% or $148,902 at 6%; with 50% employer match about $148,902 at 4% or $99,268 at 6%; with 100% employer match about $111,676 at 4% or $74,451 at 6%. |
| Hargis & Associates Inc. Employee Stock Ownership Plan and Trust Agreement | - | 52 | $804,927 | $18,160 | $349iApproximate average salary by contribution assumption: employee only about $8,731 at 4% or $5,821 at 6%; with 50% employer match about $5,821 at 4% or $3,880 at 6%; with 100% employer match about $4,365 at 4% or $2,910 at 6%. |
| 2015 | 2 | 55 | $9,893,543 | $742,047 | $13,492iApproximate average salary by contribution assumption: employee only about $337,294 at 4% or $224,863 at 6%; with 50% employer match about $224,863 at 4% or $149,908 at 6%; with 100% employer match about $168,647 at 4% or $112,431 at 6%. |
| HARGIS & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN | - | 55 | $9,112,103 | $492,247 | $8,950iApproximate average salary by contribution assumption: employee only about $223,749 at 4% or $149,166 at 6%; with 50% employer match about $149,166 at 4% or $99,444 at 6%; with 100% employer match about $111,874 at 4% or $74,583 at 6%. |
| Hargis & Associates Inc. Employee Stock Ownership Plan and Trust Agreement | - | 49 | $781,440 | $249,800 | $5,098iApproximate average salary by contribution assumption: employee only about $127,449 at 4% or $84,966 at 6%; with 50% employer match about $84,966 at 4% or $56,644 at 6%; with 100% employer match about $63,724 at 4% or $42,483 at 6%. |
| 2014 | 2 | 54 | $9,856,683 | $585,693 | $10,846iApproximate average salary by contribution assumption: employee only about $271,154 at 4% or $180,769 at 6%; with 50% employer match about $180,769 at 4% or $120,513 at 6%; with 100% employer match about $135,577 at 4% or $90,385 at 6%. |
| HARGIS & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN | - | 54 | $9,324,863 | $384,693 | $7,124iApproximate average salary by contribution assumption: employee only about $178,099 at 4% or $118,732 at 6%; with 50% employer match about $118,732 at 4% or $79,155 at 6%; with 100% employer match about $89,049 at 4% or $59,366 at 6%. |
| Hargis & Associates Inc. Employee Stock Ownership Plan and Trust Agreement | - | 43 | $531,820 | $201,000 | $4,674iApproximate average salary by contribution assumption: employee only about $116,860 at 4% or $77,907 at 6%; with 50% employer match about $77,907 at 4% or $51,938 at 6%; with 100% employer match about $58,430 at 4% or $38,953 at 6%. |
| 2013 | 2 | 50 | $8,750,392 | $685,564 | $13,711iApproximate average salary by contribution assumption: employee only about $342,782 at 4% or $228,521 at 6%; with 50% employer match about $228,521 at 4% or $152,348 at 6%; with 100% employer match about $171,391 at 4% or $114,261 at 6%. |
| HARGIS & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN | - | 50 | $8,419,392 | $354,564 | $7,091iApproximate average salary by contribution assumption: employee only about $177,282 at 4% or $118,188 at 6%; with 50% employer match about $118,188 at 4% or $78,792 at 6%; with 100% employer match about $88,641 at 4% or $59,094 at 6%. |
| Hargis & Associates Inc. Employee Stock Ownership Plan and Trust Agreement | - | 43 | $331,000 | $331,000 | $7,698iApproximate average salary by contribution assumption: employee only about $192,442 at 4% or $128,295 at 6%; with 50% employer match about $128,295 at 4% or $85,530 at 6%; with 100% employer match about $96,221 at 4% or $64,147 at 6%. |
| 2012 | 1 | 53 | $7,110,267 | $344,647 | $6,503iApproximate average salary by contribution assumption: employee only about $162,569 at 4% or $108,380 at 6%; with 50% employer match about $108,380 at 4% or $72,253 at 6%; with 100% employer match about $81,285 at 4% or $54,190 at 6%. |
| HARGIS & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN | - | 53 | $7,110,267 | $344,647 | $6,503iApproximate average salary by contribution assumption: employee only about $162,569 at 4% or $108,380 at 6%; with 50% employer match about $108,380 at 4% or $72,253 at 6%; with 100% employer match about $81,285 at 4% or $54,190 at 6%. |
| 2011 | 1 | 50 | $6,125,635 | $315,975 | $6,320iApproximate average salary by contribution assumption: employee only about $157,988 at 4% or $105,325 at 6%; with 50% employer match about $105,325 at 4% or $70,217 at 6%; with 100% employer match about $78,994 at 4% or $52,663 at 6%. |
| HARGIS & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN | - | 50 | $6,125,635 | $315,975 | $6,320iApproximate average salary by contribution assumption: employee only about $157,988 at 4% or $105,325 at 6%; with 50% employer match about $105,325 at 4% or $70,217 at 6%; with 100% employer match about $78,994 at 4% or $52,663 at 6%. |
| 2010 | 1 | 56 | $6,265,434 | $320,671 | $5,726iApproximate average salary by contribution assumption: employee only about $143,157 at 4% or $95,438 at 6%; with 50% employer match about $95,438 at 4% or $63,625 at 6%; with 100% employer match about $71,578 at 4% or $47,719 at 6%. |
| HARGIS & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN | - | 56 | $6,265,434 | $320,671 | $5,726iApproximate average salary by contribution assumption: employee only about $143,157 at 4% or $95,438 at 6%; with 50% employer match about $95,438 at 4% or $63,625 at 6%; with 100% employer match about $71,578 at 4% or $47,719 at 6%. |
| 2009 | 1 | 59 | $5,560,426 | $437,831 | $7,421iApproximate average salary by contribution assumption: employee only about $185,522 at 4% or $123,681 at 6%; with 50% employer match about $123,681 at 4% or $82,454 at 6%; with 100% employer match about $92,761 at 4% or $61,841 at 6%. |
| HARGIS & ASSOCIATES, INC. PROFIT SHARING 401K PLAN | - | 59 | $5,560,426 | $437,831 | $7,421iApproximate average salary by contribution assumption: employee only about $185,522 at 4% or $123,681 at 6%; with 50% employer match about $123,681 at 4% or $82,454 at 6%; with 100% employer match about $92,761 at 4% or $61,841 at 6%. |
| 2008 | 1 | 55 | $4,702,791 | $364,930 | $6,635iApproximate average salary by contribution assumption: employee only about $165,877 at 4% or $110,585 at 6%; with 50% employer match about $110,585 at 4% or $73,723 at 6%; with 100% employer match about $82,939 at 4% or $55,292 at 6%. |
| HARGIS ASSOCIATES, INC. PROFIT SH ARING 401K PLAN | - | 55 | $4,702,791 | $364,930 | $6,635iApproximate average salary by contribution assumption: employee only about $165,877 at 4% or $110,585 at 6%; with 50% employer match about $110,585 at 4% or $73,723 at 6%; with 100% employer match about $82,939 at 4% or $55,292 at 6%. |
| 2007 | 1 | 57 | $0 | $0 | - |
| HARGIS ASSOCIATES, INC. PROFIT SH ARING 401K PLAN | - | 57 | - | - | - |
| 2006 | 1 | 65 | $6,055,923 | $454,237 | $6,988iApproximate average salary by contribution assumption: employee only about $174,707 at 4% or $116,471 at 6%; with 50% employer match about $116,471 at 4% or $77,647 at 6%; with 100% employer match about $87,353 at 4% or $58,236 at 6%. |
| HARGIS ASSOCIATES, INC. PROFIT SH ARING 401K PLAN | - | 65 | $6,055,923 | $454,237 | $6,988iApproximate average salary by contribution assumption: employee only about $174,707 at 4% or $116,471 at 6%; with 50% employer match about $116,471 at 4% or $77,647 at 6%; with 100% employer match about $87,353 at 4% or $58,236 at 6%. |
| 2005 | 1 | 60 | $4,953,833 | $353,687 | $5,895iApproximate average salary by contribution assumption: employee only about $147,370 at 4% or $98,246 at 6%; with 50% employer match about $98,246 at 4% or $65,498 at 6%; with 100% employer match about $73,685 at 4% or $49,123 at 6%. |
| HARGIS ASSOCIATES, INC. PROFIT SH ARING 401K PLAN | - | 60 | $4,953,833 | $353,687 | $5,895iApproximate average salary by contribution assumption: employee only about $147,370 at 4% or $98,246 at 6%; with 50% employer match about $98,246 at 4% or $65,498 at 6%; with 100% employer match about $73,685 at 4% or $49,123 at 6%. |
| 2004 | 1 | 56 | $4,387,999 | $317,666 | $5,673iApproximate average salary by contribution assumption: employee only about $141,815 at 4% or $94,543 at 6%; with 50% employer match about $94,543 at 4% or $63,029 at 6%; with 100% employer match about $70,908 at 4% or $47,272 at 6%. |
| HARGIS & ASSOCIATES, INC. PROFIT SHARING 401K PLAN | - | 56 | $4,387,999 | $317,666 | $5,673iApproximate average salary by contribution assumption: employee only about $141,815 at 4% or $94,543 at 6%; with 50% employer match about $94,543 at 4% or $63,029 at 6%; with 100% employer match about $70,908 at 4% or $47,272 at 6%. |
| 2003 | 1 | 54 | $0 | $0 | - |
| HARGIS & ASSOCIATES, INC. PROFIT SHARING 401K PL | - | 54 | - | - | - |
| 2002 | 1 | 50 | $3,070,773 | $236,532 | $4,731iApproximate average salary by contribution assumption: employee only about $118,266 at 4% or $78,844 at 6%; with 50% employer match about $78,844 at 4% or $52,563 at 6%; with 100% employer match about $59,133 at 4% or $39,422 at 6%. |
| HARGIS ASSOCIATES, INC. PROFIT SHARING 401K PLAN | - | 50 | $3,070,773 | $236,532 | $4,731iApproximate average salary by contribution assumption: employee only about $118,266 at 4% or $78,844 at 6%; with 50% employer match about $78,844 at 4% or $52,563 at 6%; with 100% employer match about $59,133 at 4% or $39,422 at 6%. |
| 2001 | 1 | 47 | $0 | $0 | - |
| HARGIS ASSOCIATES, INC. PROFIT SHARING 401 K PLAN | - | 47 | - | - | - |
| 2000 | 1 | 51 | $0 | $0 | - |
| HARGIS & ASSOCIATES, INC. PROFIT SH ARING 401 K PLAN | - | 51 | - | - | - |