Civic Intelligence

Hallett Financial Group Inc.

Plan context: Hallett Financial Group Inc. 401(K) Profit Sharing Plan

EIN 45-0442449 • Minneapolis, MN • 21 filings • 2 plans

505 Highway 169 North, Suite 560Minneapolis, MN 55441
Current Snapshot

Latest Year

2021

2021 Participants

35

2021 Assets

$4,396,735

2021 Contributions

$50,792

Historical Graphs

Total Assets Over Time

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

$4,396,735$2,198,368$0200320122020YearValue
$4,396,735Latest year 2020

Participants Over Time

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

35180200120112020YearValue
35Latest year 2020

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
202110$0$50,792-
Hallett Financial Group Inc. 401(K) Profit Sharing Plan-0$0$50,792-
2020135$4,396,735$301,447$8,613iApproximate average salary by contribution assumption: employee only about $215,319 at 4% or $143,546 at 6%; with 50% employer match about $143,546 at 4% or $95,697 at 6%; with 100% employer match about $107,660 at 4% or $71,773 at 6%.
Hallett Financial Group Inc. 401(K) Profit Sharing Plan-35$4,396,735$301,447$8,613iApproximate average salary by contribution assumption: employee only about $215,319 at 4% or $143,546 at 6%; with 50% employer match about $143,546 at 4% or $95,697 at 6%; with 100% employer match about $107,660 at 4% or $71,773 at 6%.
2019135$3,701,863$284,803$8,137iApproximate average salary by contribution assumption: employee only about $203,431 at 4% or $135,620 at 6%; with 50% employer match about $135,620 at 4% or $90,414 at 6%; with 100% employer match about $101,715 at 4% or $67,810 at 6%.
Hallett Financial Group Inc. 401(K) Profit Sharing Plan-35$3,701,863$284,803$8,137iApproximate average salary by contribution assumption: employee only about $203,431 at 4% or $135,620 at 6%; with 50% employer match about $135,620 at 4% or $90,414 at 6%; with 100% employer match about $101,715 at 4% or $67,810 at 6%.
2018133$3,016,555$299,392$9,072iApproximate average salary by contribution assumption: employee only about $226,812 at 4% or $151,208 at 6%; with 50% employer match about $151,208 at 4% or $100,805 at 6%; with 100% employer match about $113,406 at 4% or $75,604 at 6%.
Hallett Financial Group Inc. 401(K) Profit Sharing Plan-33$3,016,555$299,392$9,072iApproximate average salary by contribution assumption: employee only about $226,812 at 4% or $151,208 at 6%; with 50% employer match about $151,208 at 4% or $100,805 at 6%; with 100% employer match about $113,406 at 4% or $75,604 at 6%.
2017128$3,018,415$339,160$12,113iApproximate average salary by contribution assumption: employee only about $302,821 at 4% or $201,881 at 6%; with 50% employer match about $201,881 at 4% or $134,587 at 6%; with 100% employer match about $151,411 at 4% or $100,940 at 6%.
Hallett Financial Group Inc. 401(K) Profit Sharing Plan-28$3,018,415$339,160$12,113iApproximate average salary by contribution assumption: employee only about $302,821 at 4% or $201,881 at 6%; with 50% employer match about $201,881 at 4% or $134,587 at 6%; with 100% employer match about $151,411 at 4% or $100,940 at 6%.
2016128$2,446,061$302,608$10,807iApproximate average salary by contribution assumption: employee only about $270,186 at 4% or $180,124 at 6%; with 50% employer match about $180,124 at 4% or $120,083 at 6%; with 100% employer match about $135,093 at 4% or $90,062 at 6%.
Hallett Financial Group Inc. 401(K) Profit Sharing Plan-28$2,446,061$302,608$10,807iApproximate average salary by contribution assumption: employee only about $270,186 at 4% or $180,124 at 6%; with 50% employer match about $180,124 at 4% or $120,083 at 6%; with 100% employer match about $135,093 at 4% or $90,062 at 6%.
2015123$2,132,438$218,148$9,485iApproximate average salary by contribution assumption: employee only about $237,117 at 4% or $158,078 at 6%; with 50% employer match about $158,078 at 4% or $105,386 at 6%; with 100% employer match about $118,559 at 4% or $79,039 at 6%.
Hallett Financial Group Inc. 401(K) Profit Sharing Plan-23$2,132,438$218,148$9,485iApproximate average salary by contribution assumption: employee only about $237,117 at 4% or $158,078 at 6%; with 50% employer match about $158,078 at 4% or $105,386 at 6%; with 100% employer match about $118,559 at 4% or $79,039 at 6%.
2014124$2,237,019$220,198$9,175iApproximate average salary by contribution assumption: employee only about $229,373 at 4% or $152,915 at 6%; with 50% employer match about $152,915 at 4% or $101,944 at 6%; with 100% employer match about $114,686 at 4% or $76,458 at 6%.
Hallett Financial Group Inc. 401(K) Profit Sharing Plan-24$2,237,019$220,198$9,175iApproximate average salary by contribution assumption: employee only about $229,373 at 4% or $152,915 at 6%; with 50% employer match about $152,915 at 4% or $101,944 at 6%; with 100% employer match about $114,686 at 4% or $76,458 at 6%.
2013123$2,063,897$227,241$9,880iApproximate average salary by contribution assumption: employee only about $247,001 at 4% or $164,667 at 6%; with 50% employer match about $164,667 at 4% or $109,778 at 6%; with 100% employer match about $123,501 at 4% or $82,334 at 6%.
Hallett Financial Group Inc. 401(K) Profit Sharing Plan-23$2,063,897$227,241$9,880iApproximate average salary by contribution assumption: employee only about $247,001 at 4% or $164,667 at 6%; with 50% employer match about $164,667 at 4% or $109,778 at 6%; with 100% employer match about $123,501 at 4% or $82,334 at 6%.
2012123$1,700,580$216,769$9,425iApproximate average salary by contribution assumption: employee only about $235,618 at 4% or $157,079 at 6%; with 50% employer match about $157,079 at 4% or $104,719 at 6%; with 100% employer match about $117,809 at 4% or $78,539 at 6%.
Hallett Financial Group Inc. 401(K) Profit Sharing Plan-23$1,700,580$216,769$9,425iApproximate average salary by contribution assumption: employee only about $235,618 at 4% or $157,079 at 6%; with 50% employer match about $157,079 at 4% or $104,719 at 6%; with 100% employer match about $117,809 at 4% or $78,539 at 6%.
2011124$1,342,677$197,822$8,243iApproximate average salary by contribution assumption: employee only about $206,065 at 4% or $137,376 at 6%; with 50% employer match about $137,376 at 4% or $91,584 at 6%; with 100% employer match about $103,032 at 4% or $68,688 at 6%.
Hallett Financial Group Inc. 401(K) Profit Sharing Plan-24$1,342,677$197,822$8,243iApproximate average salary by contribution assumption: employee only about $206,065 at 4% or $137,376 at 6%; with 50% employer match about $137,376 at 4% or $91,584 at 6%; with 100% employer match about $103,032 at 4% or $68,688 at 6%.
2010118$1,135,171$217,554$12,086iApproximate average salary by contribution assumption: employee only about $302,158 at 4% or $201,439 at 6%; with 50% employer match about $201,439 at 4% or $134,293 at 6%; with 100% employer match about $151,079 at 4% or $100,719 at 6%.
Hallett Financial Group Inc. 401(K) Profit Sharing Plan-18$1,135,171$217,554$12,086iApproximate average salary by contribution assumption: employee only about $302,158 at 4% or $201,439 at 6%; with 50% employer match about $201,439 at 4% or $134,293 at 6%; with 100% employer match about $151,079 at 4% or $100,719 at 6%.
200913$816,913$119,550$39,850iApproximate average salary by contribution assumption: employee only about $996,250 at 4% or $664,167 at 6%; with 50% employer match about $664,167 at 4% or $442,778 at 6%; with 100% employer match about $498,125 at 4% or $332,083 at 6%.
Hallett Financial Group Inc. 401(K) Profit Sharing Plan-3$816,913$119,550$39,850iApproximate average salary by contribution assumption: employee only about $996,250 at 4% or $664,167 at 6%; with 50% employer match about $664,167 at 4% or $442,778 at 6%; with 100% employer match about $498,125 at 4% or $332,083 at 6%.
2008114$604,731$128,713$9,194iApproximate average salary by contribution assumption: employee only about $229,845 at 4% or $153,230 at 6%; with 50% employer match about $153,230 at 4% or $102,153 at 6%; with 100% employer match about $114,922 at 4% or $76,615 at 6%.
Hallett Financial Group Inc. 401(K) Profit Sharing Plan-14$604,731$128,713$9,194iApproximate average salary by contribution assumption: employee only about $229,845 at 4% or $153,230 at 6%; with 50% employer match about $153,230 at 4% or $102,153 at 6%; with 100% employer match about $114,922 at 4% or $76,615 at 6%.
2007111$812,344$107,264$9,751iApproximate average salary by contribution assumption: employee only about $243,782 at 4% or $162,521 at 6%; with 50% employer match about $162,521 at 4% or $108,347 at 6%; with 100% employer match about $121,891 at 4% or $81,261 at 6%.
Hallett Financial Group Inc. 401(K) Profit Sharing Plan-11$812,344$107,264$9,751iApproximate average salary by contribution assumption: employee only about $243,782 at 4% or $162,521 at 6%; with 50% employer match about $162,521 at 4% or $108,347 at 6%; with 100% employer match about $121,891 at 4% or $81,261 at 6%.
2006110$700,535$103,857$10,386iApproximate average salary by contribution assumption: employee only about $259,643 at 4% or $173,095 at 6%; with 50% employer match about $173,095 at 4% or $115,397 at 6%; with 100% employer match about $129,821 at 4% or $86,548 at 6%.
Hallett Financial Group Inc. 401(K) Profit Sharing Plan-10$700,535$103,857$10,386iApproximate average salary by contribution assumption: employee only about $259,643 at 4% or $173,095 at 6%; with 50% employer match about $173,095 at 4% or $115,397 at 6%; with 100% employer match about $129,821 at 4% or $86,548 at 6%.
200518$516,553$75,338$9,417iApproximate average salary by contribution assumption: employee only about $235,431 at 4% or $156,954 at 6%; with 50% employer match about $156,954 at 4% or $104,636 at 6%; with 100% employer match about $117,716 at 4% or $78,477 at 6%.
Hallett Financial Group Inc. 401(K) Profit Sharing Plan-8$516,553$75,338$9,417iApproximate average salary by contribution assumption: employee only about $235,431 at 4% or $156,954 at 6%; with 50% employer match about $156,954 at 4% or $104,636 at 6%; with 100% employer match about $117,716 at 4% or $78,477 at 6%.
200417$402,466$72,992$10,427iApproximate average salary by contribution assumption: employee only about $260,686 at 4% or $173,790 at 6%; with 50% employer match about $173,790 at 4% or $115,860 at 6%; with 100% employer match about $130,343 at 4% or $86,895 at 6%.
Hallett Financial Group Inc. 401(K) Profit Sharing Plan-7$402,466$72,992$10,427iApproximate average salary by contribution assumption: employee only about $260,686 at 4% or $173,790 at 6%; with 50% employer match about $173,790 at 4% or $115,860 at 6%; with 100% employer match about $130,343 at 4% or $86,895 at 6%.
200317$288,199$49,782$7,112iApproximate average salary by contribution assumption: employee only about $177,793 at 4% or $118,529 at 6%; with 50% employer match about $118,529 at 4% or $79,019 at 6%; with 100% employer match about $88,896 at 4% or $59,264 at 6%.
Hallett Financial Group Inc. 401(K) Profit Sharing Plan-7$288,199$49,782$7,112iApproximate average salary by contribution assumption: employee only about $177,793 at 4% or $118,529 at 6%; with 50% employer match about $118,529 at 4% or $79,019 at 6%; with 100% employer match about $88,896 at 4% or $59,264 at 6%.
200216$0$0-
Hallett Financial Group Inc. 401(K) Profit Sharing Plan-6---
200116$0$0-
Hallett Financial Group Inc. 401(K) Profit Sharing Plan-6---