H&I Advisors Inc.
Plan context: H&I Advisors Inc. Profit Sharing 401(K)
EIN 34-1647211 • Beachwood, OH • 24 filings • 8 plans
Current Snapshot
Latest Year
2023
2023 Participants
3
2023 Assets
$3,834,838
2023 Contributions
$95,957
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 | 1 | 3 | $3,834,838 | $95,957 | $31,986iApproximate average salary by contribution assumption: employee only about $799,642 at 4% or $533,094 at 6%; with 50% employer match about $533,094 at 4% or $355,396 at 6%; with 100% employer match about $399,821 at 4% or $266,547 at 6%. |
| H&I Advisors Inc. Profit Sharing 401(K) | - | 3 | $3,834,838 | $95,957 | $31,986iApproximate average salary by contribution assumption: employee only about $799,642 at 4% or $533,094 at 6%; with 50% employer match about $533,094 at 4% or $355,396 at 6%; with 100% employer match about $399,821 at 4% or $266,547 at 6%. |
| 2022 | 1 | 3 | $3,185,593 | $84,562 | $28,187iApproximate average salary by contribution assumption: employee only about $704,683 at 4% or $469,789 at 6%; with 50% employer match about $469,789 at 4% or $313,193 at 6%; with 100% employer match about $352,342 at 4% or $234,894 at 6%. |
| H&I Advisors Inc. Profit Sharing 401(K) | - | 3 | $3,185,593 | $84,562 | $28,187iApproximate average salary by contribution assumption: employee only about $704,683 at 4% or $469,789 at 6%; with 50% employer match about $469,789 at 4% or $313,193 at 6%; with 100% employer match about $352,342 at 4% or $234,894 at 6%. |
| 2021 | 1 | 3 | $3,818,385 | $79,452 | $26,484iApproximate average salary by contribution assumption: employee only about $662,100 at 4% or $441,400 at 6%; with 50% employer match about $441,400 at 4% or $294,267 at 6%; with 100% employer match about $331,050 at 4% or $220,700 at 6%. |
| H&I Advisors Inc. Profit Sharing 401(K) | - | 3 | $3,818,385 | $79,452 | $26,484iApproximate average salary by contribution assumption: employee only about $662,100 at 4% or $441,400 at 6%; with 50% employer match about $441,400 at 4% or $294,267 at 6%; with 100% employer match about $331,050 at 4% or $220,700 at 6%. |
| 2020 | 1 | 3 | $3,475,986 | $77,837 | $25,946iApproximate average salary by contribution assumption: employee only about $648,642 at 4% or $432,428 at 6%; with 50% employer match about $432,428 at 4% or $288,285 at 6%; with 100% employer match about $324,321 at 4% or $216,214 at 6%. |
| H&I Advisors Inc. Profit Sharing 401(K) | - | 3 | $3,475,986 | $77,837 | $25,946iApproximate average salary by contribution assumption: employee only about $648,642 at 4% or $432,428 at 6%; with 50% employer match about $432,428 at 4% or $288,285 at 6%; with 100% employer match about $324,321 at 4% or $216,214 at 6%. |
| 2019 | 1 | 3 | $3,176,330 | $64,915 | $21,638iApproximate average salary by contribution assumption: employee only about $540,958 at 4% or $360,639 at 6%; with 50% employer match about $360,639 at 4% or $240,426 at 6%; with 100% employer match about $270,479 at 4% or $180,319 at 6%. |
| H&I Advisors Inc. Profit Sharing 401(K) | - | 3 | $3,176,330 | $64,915 | $21,638iApproximate average salary by contribution assumption: employee only about $540,958 at 4% or $360,639 at 6%; with 50% employer match about $360,639 at 4% or $240,426 at 6%; with 100% employer match about $270,479 at 4% or $180,319 at 6%. |
| 2018 | 1 | 3 | $2,645,779 | $76,899 | $25,633iApproximate average salary by contribution assumption: employee only about $640,825 at 4% or $427,217 at 6%; with 50% employer match about $427,217 at 4% or $284,811 at 6%; with 100% employer match about $320,413 at 4% or $213,608 at 6%. |
| H&I Advisors Inc. Profit Sharing 401(K) | - | 3 | $2,645,779 | $76,899 | $25,633iApproximate average salary by contribution assumption: employee only about $640,825 at 4% or $427,217 at 6%; with 50% employer match about $427,217 at 4% or $284,811 at 6%; with 100% employer match about $320,413 at 4% or $213,608 at 6%. |
| 2017 | 1 | 3 | $2,667,198 | $75,714 | $25,238iApproximate average salary by contribution assumption: employee only about $630,950 at 4% or $420,633 at 6%; with 50% employer match about $420,633 at 4% or $280,422 at 6%; with 100% employer match about $315,475 at 4% or $210,317 at 6%. |
| H&I Advisors Inc. Profit Sharing 401(K) | - | 3 | $2,667,198 | $75,714 | $25,238iApproximate average salary by contribution assumption: employee only about $630,950 at 4% or $420,633 at 6%; with 50% employer match about $420,633 at 4% or $280,422 at 6%; with 100% employer match about $315,475 at 4% or $210,317 at 6%. |
| 2016 | 1 | 3 | $2,324,020 | $73,044 | $24,348iApproximate average salary by contribution assumption: employee only about $608,700 at 4% or $405,800 at 6%; with 50% employer match about $405,800 at 4% or $270,533 at 6%; with 100% employer match about $304,350 at 4% or $202,900 at 6%. |
| H&I Advisors Inc. Profit Sharing 401(K) | - | 3 | $2,324,020 | $73,044 | $24,348iApproximate average salary by contribution assumption: employee only about $608,700 at 4% or $405,800 at 6%; with 50% employer match about $405,800 at 4% or $270,533 at 6%; with 100% employer match about $304,350 at 4% or $202,900 at 6%. |
| 2015 | 1 | 3 | $2,137,374 | $74,232 | $24,744iApproximate average salary by contribution assumption: employee only about $618,600 at 4% or $412,400 at 6%; with 50% employer match about $412,400 at 4% or $274,933 at 6%; with 100% employer match about $309,300 at 4% or $206,200 at 6%. |
| H&I Advisors Inc. Profit Sharing 401(K) | - | 3 | $2,137,374 | $74,232 | $24,744iApproximate average salary by contribution assumption: employee only about $618,600 at 4% or $412,400 at 6%; with 50% employer match about $412,400 at 4% or $274,933 at 6%; with 100% employer match about $309,300 at 4% or $206,200 at 6%. |
| 2014 | 1 | 3 | $2,108,480 | $72,735 | $24,245iApproximate average salary by contribution assumption: employee only about $606,125 at 4% or $404,083 at 6%; with 50% employer match about $404,083 at 4% or $269,389 at 6%; with 100% employer match about $303,063 at 4% or $202,042 at 6%. |
| H&I Advisors Inc. Profit Sharing 401(K) | - | 3 | $2,108,480 | $72,735 | $24,245iApproximate average salary by contribution assumption: employee only about $606,125 at 4% or $404,083 at 6%; with 50% employer match about $404,083 at 4% or $269,389 at 6%; with 100% employer match about $303,063 at 4% or $202,042 at 6%. |
| 2013 | 1 | 3 | $1,946,436 | $78,955 | $26,318iApproximate average salary by contribution assumption: employee only about $657,958 at 4% or $438,639 at 6%; with 50% employer match about $438,639 at 4% or $292,426 at 6%; with 100% employer match about $328,979 at 4% or $219,319 at 6%. |
| H&I Advisors Inc. Profit Sharing 401(K) | - | 3 | $1,946,436 | $78,955 | $26,318iApproximate average salary by contribution assumption: employee only about $657,958 at 4% or $438,639 at 6%; with 50% employer match about $438,639 at 4% or $292,426 at 6%; with 100% employer match about $328,979 at 4% or $219,319 at 6%. |
| 2012 | 1 | 4 | $1,904,060 | $90,003 | $22,501iApproximate average salary by contribution assumption: employee only about $562,519 at 4% or $375,013 at 6%; with 50% employer match about $375,013 at 4% or $250,008 at 6%; with 100% employer match about $281,259 at 4% or $187,506 at 6%. |
| H&I Advisors Inc. Profit Sharing 401(K) | - | 4 | $1,904,060 | $90,003 | $22,501iApproximate average salary by contribution assumption: employee only about $562,519 at 4% or $375,013 at 6%; with 50% employer match about $375,013 at 4% or $250,008 at 6%; with 100% employer match about $281,259 at 4% or $187,506 at 6%. |
| 2011 | 1 | 4 | $1,645,358 | $82,347 | $20,587iApproximate average salary by contribution assumption: employee only about $514,669 at 4% or $343,113 at 6%; with 50% employer match about $343,113 at 4% or $228,742 at 6%; with 100% employer match about $257,334 at 4% or $171,556 at 6%. |
| H&I Advisors Inc. Profit Sharing 401(K) | - | 4 | $1,645,358 | $82,347 | $20,587iApproximate average salary by contribution assumption: employee only about $514,669 at 4% or $343,113 at 6%; with 50% employer match about $343,113 at 4% or $228,742 at 6%; with 100% employer match about $257,334 at 4% or $171,556 at 6%. |
| 2010 | 1 | 4 | $1,531,602 | $87,996 | $21,999iApproximate average salary by contribution assumption: employee only about $549,975 at 4% or $366,650 at 6%; with 50% employer match about $366,650 at 4% or $244,433 at 6%; with 100% employer match about $274,988 at 4% or $183,325 at 6%. |
| H&I Advisors Inc. Profit Sharing 401(K) | - | 4 | $1,531,602 | $87,996 | $21,999iApproximate average salary by contribution assumption: employee only about $549,975 at 4% or $366,650 at 6%; with 50% employer match about $366,650 at 4% or $244,433 at 6%; with 100% employer match about $274,988 at 4% or $183,325 at 6%. |
| 2009 | 1 | 4 | $1,360,931 | $90,622 | $22,656iApproximate average salary by contribution assumption: employee only about $566,388 at 4% or $377,592 at 6%; with 50% employer match about $377,592 at 4% or $251,728 at 6%; with 100% employer match about $283,194 at 4% or $188,796 at 6%. |
| H&I Advisors Inc. Profit Sharing 401(K) | - | 4 | $1,360,931 | $90,622 | $22,656iApproximate average salary by contribution assumption: employee only about $566,388 at 4% or $377,592 at 6%; with 50% employer match about $377,592 at 4% or $251,728 at 6%; with 100% employer match about $283,194 at 4% or $188,796 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| H&I Advisors Inc. Profit Sharing 401(K) | - | 4 | - | - | - |
| 2006 | 1 | 4 | $1,134,180 | $75,621 | $18,905iApproximate average salary by contribution assumption: employee only about $472,631 at 4% or $315,088 at 6%; with 50% employer match about $315,088 at 4% or $210,058 at 6%; with 100% employer match about $236,316 at 4% or $157,544 at 6%. |
| H&I Advisors Inc. Profit Sharing 401(K) | - | 4 | $1,134,180 | $75,621 | $18,905iApproximate average salary by contribution assumption: employee only about $472,631 at 4% or $315,088 at 6%; with 50% employer match about $315,088 at 4% or $210,058 at 6%; with 100% employer match about $236,316 at 4% or $157,544 at 6%. |
| 2005 | 1 | 4 | $952,940 | $66,575 | $16,644iApproximate average salary by contribution assumption: employee only about $416,094 at 4% or $277,396 at 6%; with 50% employer match about $277,396 at 4% or $184,931 at 6%; with 100% employer match about $208,047 at 4% or $138,698 at 6%. |
| H&I Advisors Inc. Profit Sharing 401(K) | - | 4 | $952,940 | $66,575 | $16,644iApproximate average salary by contribution assumption: employee only about $416,094 at 4% or $277,396 at 6%; with 50% employer match about $277,396 at 4% or $184,931 at 6%; with 100% employer match about $208,047 at 4% or $138,698 at 6%. |
| 2004 | 1 | 4 | $812,280 | $62,707 | $15,677iApproximate average salary by contribution assumption: employee only about $391,919 at 4% or $261,279 at 6%; with 50% employer match about $261,279 at 4% or $174,186 at 6%; with 100% employer match about $195,959 at 4% or $130,640 at 6%. |
| H&I Advisors Inc. Profit Sharing 401(K) | - | 4 | $812,280 | $62,707 | $15,677iApproximate average salary by contribution assumption: employee only about $391,919 at 4% or $261,279 at 6%; with 50% employer match about $261,279 at 4% or $174,186 at 6%; with 100% employer match about $195,959 at 4% or $130,640 at 6%. |
| 2003 | 1 | 4 | $701,484 | $57,925 | $14,481iApproximate average salary by contribution assumption: employee only about $362,031 at 4% or $241,354 at 6%; with 50% employer match about $241,354 at 4% or $160,903 at 6%; with 100% employer match about $181,016 at 4% or $120,677 at 6%. |
| H&I Advisors Inc. Profit Sharing 401(K) | - | 4 | $701,484 | $57,925 | $14,481iApproximate average salary by contribution assumption: employee only about $362,031 at 4% or $241,354 at 6%; with 50% employer match about $241,354 at 4% or $160,903 at 6%; with 100% employer match about $181,016 at 4% or $120,677 at 6%. |
| 2002 | 2 | 4 | $1,190,296 | $108,438 | $27,110iApproximate average salary by contribution assumption: employee only about $677,738 at 4% or $451,825 at 6%; with 50% employer match about $451,825 at 4% or $301,217 at 6%; with 100% employer match about $338,869 at 4% or $225,913 at 6%. |
| H & I ADVISOR, INC. PROFIT SHARING 401K | - | 4 | $595,148 | $54,219 | $13,555iApproximate average salary by contribution assumption: employee only about $338,869 at 4% or $225,913 at 6%; with 50% employer match about $225,913 at 4% or $150,608 at 6%; with 100% employer match about $169,434 at 4% or $112,956 at 6%. |
| H&I Advisors Inc. Profit Sharing 401(K) | - | 4 | $595,148 | $54,219 | $13,555iApproximate average salary by contribution assumption: employee only about $338,869 at 4% or $225,913 at 6%; with 50% employer match about $225,913 at 4% or $150,608 at 6%; with 100% employer match about $169,434 at 4% or $112,956 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| H&I Advisors Inc. Profit Sharing 401(K) | - | 4 | - | - | - |
| 2000 | 1 | 0 | $636,226 | $43,174 | - |
| H&I Advisors Inc. Profit Sharing 401(K) | - | 0 | $636,226 | $43,174 | - |