HOFFMAN AGENCY, INC.
Plan context: The Hoffman Agency 401(K) Retirement Plan
EIN 42-0993620 • Mapleton, IA • 27 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
41
2024 Assets
$1,620,585
2024 Contributions
$292,745
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 41 | $1,620,585 | $292,745 | $7,140iApproximate average salary by contribution assumption: employee only about $178,503 at 4% or $119,002 at 6%; with 50% employer match about $119,002 at 4% or $79,335 at 6%; with 100% employer match about $89,252 at 4% or $59,501 at 6%. |
| The Hoffman Agency 401(K) Retirement Plan | - | 41 | $1,620,585 | $292,745 | $7,140iApproximate average salary by contribution assumption: employee only about $178,503 at 4% or $119,002 at 6%; with 50% employer match about $119,002 at 4% or $79,335 at 6%; with 100% employer match about $89,252 at 4% or $59,501 at 6%. |
| 2023 | 1 | 45 | $1,475,183 | $269,477 | $5,988iApproximate average salary by contribution assumption: employee only about $149,709 at 4% or $99,806 at 6%; with 50% employer match about $99,806 at 4% or $66,538 at 6%; with 100% employer match about $74,855 at 4% or $49,903 at 6%. |
| The Hoffman Agency 401(K) Retirement Plan | - | 45 | $1,475,183 | $269,477 | $5,988iApproximate average salary by contribution assumption: employee only about $149,709 at 4% or $99,806 at 6%; with 50% employer match about $99,806 at 4% or $66,538 at 6%; with 100% employer match about $74,855 at 4% or $49,903 at 6%. |
| 2022 | 1 | 43 | $1,046,249 | $243,168 | $5,655iApproximate average salary by contribution assumption: employee only about $141,377 at 4% or $94,251 at 6%; with 50% employer match about $94,251 at 4% or $62,834 at 6%; with 100% employer match about $70,688 at 4% or $47,126 at 6%. |
| The Hoffman Agency 401(K) Retirement Plan | - | 43 | $1,046,249 | $243,168 | $5,655iApproximate average salary by contribution assumption: employee only about $141,377 at 4% or $94,251 at 6%; with 50% employer match about $94,251 at 4% or $62,834 at 6%; with 100% employer match about $70,688 at 4% or $47,126 at 6%. |
| 2021 | 1 | 27 | $1,002,037 | $79,815 | $2,956iApproximate average salary by contribution assumption: employee only about $73,903 at 4% or $49,269 at 6%; with 50% employer match about $49,269 at 4% or $32,846 at 6%; with 100% employer match about $36,951 at 4% or $24,634 at 6%. |
| The Hoffman Agency 401(K) Retirement Plan | - | 27 | $1,002,037 | $79,815 | $2,956iApproximate average salary by contribution assumption: employee only about $73,903 at 4% or $49,269 at 6%; with 50% employer match about $49,269 at 4% or $32,846 at 6%; with 100% employer match about $36,951 at 4% or $24,634 at 6%. |
| 2020 | 1 | 29 | $1,046,109 | $85,685 | $2,955iApproximate average salary by contribution assumption: employee only about $73,866 at 4% or $49,244 at 6%; with 50% employer match about $49,244 at 4% or $32,830 at 6%; with 100% employer match about $36,933 at 4% or $24,622 at 6%. |
| The Hoffman Agency 401(K) Retirement Plan | - | 29 | $1,046,109 | $85,685 | $2,955iApproximate average salary by contribution assumption: employee only about $73,866 at 4% or $49,244 at 6%; with 50% employer match about $49,244 at 4% or $32,830 at 6%; with 100% employer match about $36,933 at 4% or $24,622 at 6%. |
| 2019 | 1 | 31 | $1,028,852 | $90,301 | $2,913iApproximate average salary by contribution assumption: employee only about $72,823 at 4% or $48,549 at 6%; with 50% employer match about $48,549 at 4% or $32,366 at 6%; with 100% employer match about $36,412 at 4% or $24,274 at 6%. |
| The Hoffman Agency 401(K) Retirement Plan | - | 31 | $1,028,852 | $90,301 | $2,913iApproximate average salary by contribution assumption: employee only about $72,823 at 4% or $48,549 at 6%; with 50% employer match about $48,549 at 4% or $32,366 at 6%; with 100% employer match about $36,412 at 4% or $24,274 at 6%. |
| 2018 | 1 | 31 | $841,520 | $83,133 | $2,682iApproximate average salary by contribution assumption: employee only about $67,043 at 4% or $44,695 at 6%; with 50% employer match about $44,695 at 4% or $29,797 at 6%; with 100% employer match about $33,521 at 4% or $22,348 at 6%. |
| The Hoffman Agency 401(K) Retirement Plan | - | 31 | $841,520 | $83,133 | $2,682iApproximate average salary by contribution assumption: employee only about $67,043 at 4% or $44,695 at 6%; with 50% employer match about $44,695 at 4% or $29,797 at 6%; with 100% employer match about $33,521 at 4% or $22,348 at 6%. |
| 2017 | 1 | 31 | $827,849 | $84,254 | $2,718iApproximate average salary by contribution assumption: employee only about $67,947 at 4% or $45,298 at 6%; with 50% employer match about $45,298 at 4% or $30,199 at 6%; with 100% employer match about $33,973 at 4% or $22,649 at 6%. |
| The Hoffman Agency 401(K) Retirement Plan | - | 31 | $827,849 | $84,254 | $2,718iApproximate average salary by contribution assumption: employee only about $67,947 at 4% or $45,298 at 6%; with 50% employer match about $45,298 at 4% or $30,199 at 6%; with 100% employer match about $33,973 at 4% or $22,649 at 6%. |
| 2016 | 1 | 31 | $681,324 | $80,674 | $2,602iApproximate average salary by contribution assumption: employee only about $65,060 at 4% or $43,373 at 6%; with 50% employer match about $43,373 at 4% or $28,915 at 6%; with 100% employer match about $32,530 at 4% or $21,687 at 6%. |
| The Hoffman Agency 401(K) Retirement Plan | - | 31 | $681,324 | $80,674 | $2,602iApproximate average salary by contribution assumption: employee only about $65,060 at 4% or $43,373 at 6%; with 50% employer match about $43,373 at 4% or $28,915 at 6%; with 100% employer match about $32,530 at 4% or $21,687 at 6%. |
| 2015 | 1 | 32 | $574,342 | $79,009 | $2,469iApproximate average salary by contribution assumption: employee only about $61,726 at 4% or $41,151 at 6%; with 50% employer match about $41,151 at 4% or $27,434 at 6%; with 100% employer match about $30,863 at 4% or $20,575 at 6%. |
| The Hoffman Agency 401(K) Retirement Plan | - | 32 | $574,342 | $79,009 | $2,469iApproximate average salary by contribution assumption: employee only about $61,726 at 4% or $41,151 at 6%; with 50% employer match about $41,151 at 4% or $27,434 at 6%; with 100% employer match about $30,863 at 4% or $20,575 at 6%. |
| 2014 | 1 | 35 | $512,701 | $70,191 | $2,005iApproximate average salary by contribution assumption: employee only about $50,136 at 4% or $33,424 at 6%; with 50% employer match about $33,424 at 4% or $22,283 at 6%; with 100% employer match about $25,068 at 4% or $16,712 at 6%. |
| The Hoffman Agency 401(K) Retirement Plan | - | 35 | $512,701 | $70,191 | $2,005iApproximate average salary by contribution assumption: employee only about $50,136 at 4% or $33,424 at 6%; with 50% employer match about $33,424 at 4% or $22,283 at 6%; with 100% employer match about $25,068 at 4% or $16,712 at 6%. |
| 2013 | 1 | 25 | $498,838 | $40,534 | $1,621iApproximate average salary by contribution assumption: employee only about $40,534 at 4% or $27,023 at 6%; with 50% employer match about $27,023 at 4% or $18,015 at 6%; with 100% employer match about $20,267 at 4% or $13,511 at 6%. |
| The Hoffman Agency 401(K) Retirement Plan | - | 25 | $498,838 | $40,534 | $1,621iApproximate average salary by contribution assumption: employee only about $40,534 at 4% or $27,023 at 6%; with 50% employer match about $27,023 at 4% or $18,015 at 6%; with 100% employer match about $20,267 at 4% or $13,511 at 6%. |
| 2012 | 1 | 27 | $413,945 | $43,718 | $1,619iApproximate average salary by contribution assumption: employee only about $40,480 at 4% or $26,986 at 6%; with 50% employer match about $26,986 at 4% or $17,991 at 6%; with 100% employer match about $20,240 at 4% or $13,493 at 6%. |
| The Hoffman Agency 401(K) Retirement Plan | - | 27 | $413,945 | $43,718 | $1,619iApproximate average salary by contribution assumption: employee only about $40,480 at 4% or $26,986 at 6%; with 50% employer match about $26,986 at 4% or $17,991 at 6%; with 100% employer match about $20,240 at 4% or $13,493 at 6%. |
| 2011 | 1 | 29 | $366,800 | $52,653 | $1,816iApproximate average salary by contribution assumption: employee only about $45,391 at 4% or $30,260 at 6%; with 50% employer match about $30,260 at 4% or $20,174 at 6%; with 100% employer match about $22,695 at 4% or $15,130 at 6%. |
| The Hoffman Agency 401(K) Retirement Plan | - | 29 | $366,800 | $52,653 | $1,816iApproximate average salary by contribution assumption: employee only about $45,391 at 4% or $30,260 at 6%; with 50% employer match about $30,260 at 4% or $20,174 at 6%; with 100% employer match about $22,695 at 4% or $15,130 at 6%. |
| 2010 | 1 | 32 | $491,374 | $57,810 | $1,807iApproximate average salary by contribution assumption: employee only about $45,164 at 4% or $30,109 at 6%; with 50% employer match about $30,109 at 4% or $20,073 at 6%; with 100% employer match about $22,582 at 4% or $15,055 at 6%. |
| The Hoffman Agency 401(K) Retirement Plan | - | 32 | $491,374 | $57,810 | $1,807iApproximate average salary by contribution assumption: employee only about $45,164 at 4% or $30,109 at 6%; with 50% employer match about $30,109 at 4% or $20,073 at 6%; with 100% employer match about $22,582 at 4% or $15,055 at 6%. |
| 2009 | 1 | 32 | $386,320 | $59,033 | $1,845iApproximate average salary by contribution assumption: employee only about $46,120 at 4% or $30,746 at 6%; with 50% employer match about $30,746 at 4% or $20,498 at 6%; with 100% employer match about $23,060 at 4% or $15,373 at 6%. |
| The Hoffman Agency 401(K) Retirement Plan | - | 32 | $386,320 | $59,033 | $1,845iApproximate average salary by contribution assumption: employee only about $46,120 at 4% or $30,746 at 6%; with 50% employer match about $30,746 at 4% or $20,498 at 6%; with 100% employer match about $23,060 at 4% or $15,373 at 6%. |
| 2008 | 1 | 59 | $328,535 | $56,411 | $956iApproximate average salary by contribution assumption: employee only about $23,903 at 4% or $15,935 at 6%; with 50% employer match about $15,935 at 4% or $10,624 at 6%; with 100% employer match about $11,951 at 4% or $7,968 at 6%. |
| The Hoffman Agency 401(K) Retirement Plan | - | 59 | $328,535 | $56,411 | $956iApproximate average salary by contribution assumption: employee only about $23,903 at 4% or $15,935 at 6%; with 50% employer match about $15,935 at 4% or $10,624 at 6%; with 100% employer match about $11,951 at 4% or $7,968 at 6%. |
| 2007 | 1 | 58 | $465,005 | $54,843 | $946iApproximate average salary by contribution assumption: employee only about $23,639 at 4% or $15,759 at 6%; with 50% employer match about $15,759 at 4% or $10,506 at 6%; with 100% employer match about $11,820 at 4% or $7,880 at 6%. |
| The Hoffman Agency 401(K) Retirement Plan | - | 58 | $465,005 | $54,843 | $946iApproximate average salary by contribution assumption: employee only about $23,639 at 4% or $15,759 at 6%; with 50% employer match about $15,759 at 4% or $10,506 at 6%; with 100% employer match about $11,820 at 4% or $7,880 at 6%. |
| 2006 | 1 | 49 | $379,010 | $57,997 | $1,184iApproximate average salary by contribution assumption: employee only about $29,590 at 4% or $19,727 at 6%; with 50% employer match about $19,727 at 4% or $13,151 at 6%; with 100% employer match about $14,795 at 4% or $9,863 at 6%. |
| The Hoffman Agency 401(K) Retirement Plan | - | 49 | $379,010 | $57,997 | $1,184iApproximate average salary by contribution assumption: employee only about $29,590 at 4% or $19,727 at 6%; with 50% employer match about $19,727 at 4% or $13,151 at 6%; with 100% employer match about $14,795 at 4% or $9,863 at 6%. |
| 2004 | 1 | 33 | $236,273 | $27,187 | $824iApproximate average salary by contribution assumption: employee only about $20,596 at 4% or $13,731 at 6%; with 50% employer match about $13,731 at 4% or $9,154 at 6%; with 100% employer match about $10,298 at 4% or $6,865 at 6%. |
| The Hoffman Agency 401(K) Retirement Plan | - | 33 | $236,273 | $27,187 | $824iApproximate average salary by contribution assumption: employee only about $20,596 at 4% or $13,731 at 6%; with 50% employer match about $13,731 at 4% or $9,154 at 6%; with 100% employer match about $10,298 at 4% or $6,865 at 6%. |
| 2003 | 1 | 33 | $191,538 | $25,922 | $786iApproximate average salary by contribution assumption: employee only about $19,638 at 4% or $13,092 at 6%; with 50% employer match about $13,092 at 4% or $8,728 at 6%; with 100% employer match about $9,819 at 4% or $6,546 at 6%. |
| The Hoffman Agency 401(K) Retirement Plan | - | 33 | $191,538 | $25,922 | $786iApproximate average salary by contribution assumption: employee only about $19,638 at 4% or $13,092 at 6%; with 50% employer match about $13,092 at 4% or $8,728 at 6%; with 100% employer match about $9,819 at 4% or $6,546 at 6%. |
| 2002 | 1 | 36 | $140,514 | $27,517 | $764iApproximate average salary by contribution assumption: employee only about $19,109 at 4% or $12,739 at 6%; with 50% employer match about $12,739 at 4% or $8,493 at 6%; with 100% employer match about $9,555 at 4% or $6,370 at 6%. |
| The Hoffman Agency 401(K) Retirement Plan | - | 36 | $140,514 | $27,517 | $764iApproximate average salary by contribution assumption: employee only about $19,109 at 4% or $12,739 at 6%; with 50% employer match about $12,739 at 4% or $8,493 at 6%; with 100% employer match about $9,555 at 4% or $6,370 at 6%. |
| 2001 | 2 | 37 | $149,816 | $30,590 | $827iApproximate average salary by contribution assumption: employee only about $20,669 at 4% or $13,779 at 6%; with 50% employer match about $13,779 at 4% or $9,186 at 6%; with 100% employer match about $10,334 at 4% or $6,890 at 6%. |
| The Hoffman Agency 401(K) Retirement Plan | - | 33 | $149,816 | $30,590 | $927iApproximate average salary by contribution assumption: employee only about $23,174 at 4% or $15,449 at 6%; with 50% employer match about $15,449 at 4% or $10,300 at 6%; with 100% employer match about $11,587 at 4% or $7,725 at 6%. |
| Hoffman Agency Inc. Employee Medical Benefit Plan | - | 37 | - | - | - |
| 2000 | 2 | 32 | $131,719 | $412,462 | $12,889iApproximate average salary by contribution assumption: employee only about $322,236 at 4% or $214,824 at 6%; with 50% employer match about $214,824 at 4% or $143,216 at 6%; with 100% employer match about $161,118 at 4% or $107,412 at 6%. |
| The Hoffman Agency 401(K) Retirement Plan | - | 32 | $131,719 | $30,588 | $956iApproximate average salary by contribution assumption: employee only about $23,897 at 4% or $15,931 at 6%; with 50% employer match about $15,931 at 4% or $10,621 at 6%; with 100% employer match about $11,948 at 4% or $7,966 at 6%. |
| Hoffman Agency Inc. Employee Medical Benefit Plan | - | 24 | - | $381,874 | $15,911iApproximate average salary by contribution assumption: employee only about $397,785 at 4% or $265,190 at 6%; with 50% employer match about $265,190 at 4% or $176,794 at 6%; with 100% employer match about $198,893 at 4% or $132,595 at 6%. |
| 1999 | 1 | 24 | $0 | $228,605 | $9,525iApproximate average salary by contribution assumption: employee only about $238,130 at 4% or $158,753 at 6%; with 50% employer match about $158,753 at 4% or $105,836 at 6%; with 100% employer match about $119,065 at 4% or $79,377 at 6%. |
| Hoffman Agency Inc. Employee Medical Benefit Plan | - | 24 | - | $228,605 | $9,525iApproximate average salary by contribution assumption: employee only about $238,130 at 4% or $158,753 at 6%; with 50% employer match about $158,753 at 4% or $105,836 at 6%; with 100% employer match about $119,065 at 4% or $79,377 at 6%. |