Civic Intelligence

HOBART FINANCIAL GROUP, INC.

Plan context: HOBART FINANCIAL GROUP 401(K) PLAN

EIN 37-1485098 • Charlotte, NC • 7 filings • 1 plans

7733 Ballantyne Commons ParkwaySuite 101Charlotte, NC 28277
Current Snapshot

Latest Year

2025

2025 Participants

24

2025 Assets

$1,569,410

2025 Contributions

$221,013

Historical Graphs

Total Assets Over Time

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

$1,569,410$784,705$0201920222025YearValue
$1,569,410Latest year 2025

Participants Over Time

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

24120201920222025YearValue
24Latest 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
2025124$1,569,410$221,013$9,209iApproximate average salary by contribution assumption: employee only about $230,222 at 4% or $153,481 at 6%; with 50% employer match about $153,481 at 4% or $102,321 at 6%; with 100% employer match about $115,111 at 4% or $76,741 at 6%.
HOBART FINANCIAL GROUP 401(K) PLAN-24$1,569,410$221,013$9,209iApproximate average salary by contribution assumption: employee only about $230,222 at 4% or $153,481 at 6%; with 50% employer match about $153,481 at 4% or $102,321 at 6%; with 100% employer match about $115,111 at 4% or $76,741 at 6%.
2024119$1,118,402$204,502$10,763iApproximate average salary by contribution assumption: employee only about $269,082 at 4% or $179,388 at 6%; with 50% employer match about $179,388 at 4% or $119,592 at 6%; with 100% employer match about $134,541 at 4% or $89,694 at 6%.
HOBART FINANCIAL GROUP 401(K) PLAN-19$1,118,402$204,502$10,763iApproximate average salary by contribution assumption: employee only about $269,082 at 4% or $179,388 at 6%; with 50% employer match about $179,388 at 4% or $119,592 at 6%; with 100% employer match about $134,541 at 4% or $89,694 at 6%.
2023119$766,591$184,806$9,727iApproximate average salary by contribution assumption: employee only about $243,166 at 4% or $162,111 at 6%; with 50% employer match about $162,111 at 4% or $108,074 at 6%; with 100% employer match about $121,583 at 4% or $81,055 at 6%.
HOBART FINANCIAL GROUP 401(K) PLAN-19$766,591$184,806$9,727iApproximate average salary by contribution assumption: employee only about $243,166 at 4% or $162,111 at 6%; with 50% employer match about $162,111 at 4% or $108,074 at 6%; with 100% employer match about $121,583 at 4% or $81,055 at 6%.
2022115$455,020$154,681$10,312iApproximate average salary by contribution assumption: employee only about $257,802 at 4% or $171,868 at 6%; with 50% employer match about $171,868 at 4% or $114,579 at 6%; with 100% employer match about $128,901 at 4% or $85,934 at 6%.
HOBART FINANCIAL GROUP 401(K) PLAN-15$455,020$154,681$10,312iApproximate average salary by contribution assumption: employee only about $257,802 at 4% or $171,868 at 6%; with 50% employer match about $171,868 at 4% or $114,579 at 6%; with 100% employer match about $128,901 at 4% or $85,934 at 6%.
2021114$452,162$122,338$8,738iApproximate average salary by contribution assumption: employee only about $218,461 at 4% or $145,640 at 6%; with 50% employer match about $145,640 at 4% or $97,094 at 6%; with 100% employer match about $109,230 at 4% or $72,820 at 6%.
HOBART FINANCIAL GROUP 401(K) PLAN-14$452,162$122,338$8,738iApproximate average salary by contribution assumption: employee only about $218,461 at 4% or $145,640 at 6%; with 50% employer match about $145,640 at 4% or $97,094 at 6%; with 100% employer match about $109,230 at 4% or $72,820 at 6%.
2020112$261,255$131,308$10,942iApproximate average salary by contribution assumption: employee only about $273,558 at 4% or $182,372 at 6%; with 50% employer match about $182,372 at 4% or $121,581 at 6%; with 100% employer match about $136,779 at 4% or $91,186 at 6%.
HOBART FINANCIAL GROUP 401(K) PLAN-12$261,255$131,308$10,942iApproximate average salary by contribution assumption: employee only about $273,558 at 4% or $182,372 at 6%; with 50% employer match about $182,372 at 4% or $121,581 at 6%; with 100% employer match about $136,779 at 4% or $91,186 at 6%.
2019112$115,878$105,604$8,800iApproximate average salary by contribution assumption: employee only about $220,008 at 4% or $146,672 at 6%; with 50% employer match about $146,672 at 4% or $97,781 at 6%; with 100% employer match about $110,004 at 4% or $73,336 at 6%.
HOBART FINANCIAL GROUP 401(K) PLAN-12$115,878$105,604$8,800iApproximate average salary by contribution assumption: employee only about $220,008 at 4% or $146,672 at 6%; with 50% employer match about $146,672 at 4% or $97,781 at 6%; with 100% employer match about $110,004 at 4% or $73,336 at 6%.