Civic Intelligence

HALE ADVISORS, INC.

Plan context: HALE ADVISORS, INC. 401(K) PLAN

EIN 45-2399936 • Kingston, NY • 14 filings • 1 plans

8 John StreetKingston, NY 12401
Current Snapshot

Latest Year

2025

2025 Participants

15

2025 Assets

$2,143,721

2025 Contributions

$114,066

Historical Graphs

Total Assets Over Time

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

$2,143,721$1,071,861$0201220192025YearValue
$2,143,721Latest year 2025

Participants Over Time

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

1790201220192025YearValue
15Latest 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
2025115$2,143,721$114,066$7,604iApproximate average salary by contribution assumption: employee only about $190,110 at 4% or $126,740 at 6%; with 50% employer match about $126,740 at 4% or $84,493 at 6%; with 100% employer match about $95,055 at 4% or $63,370 at 6%.
HALE ADVISORS, INC. 401(K) PLAN-15$2,143,721$114,066$7,604iApproximate average salary by contribution assumption: employee only about $190,110 at 4% or $126,740 at 6%; with 50% employer match about $126,740 at 4% or $84,493 at 6%; with 100% employer match about $95,055 at 4% or $63,370 at 6%.
2024117$1,819,445$205,630$12,096iApproximate average salary by contribution assumption: employee only about $302,397 at 4% or $201,598 at 6%; with 50% employer match about $201,598 at 4% or $134,399 at 6%; with 100% employer match about $151,199 at 4% or $100,799 at 6%.
HALE ADVISORS, INC. 401(K) PLAN-17$1,819,445$205,630$12,096iApproximate average salary by contribution assumption: employee only about $302,397 at 4% or $201,598 at 6%; with 50% employer match about $201,598 at 4% or $134,399 at 6%; with 100% employer match about $151,199 at 4% or $100,799 at 6%.
2023117$1,461,185$167,708$9,865iApproximate average salary by contribution assumption: employee only about $246,629 at 4% or $164,420 at 6%; with 50% employer match about $164,420 at 4% or $109,613 at 6%; with 100% employer match about $123,315 at 4% or $82,210 at 6%.
HALE ADVISORS, INC. 401(K) PLAN-17$1,461,185$167,708$9,865iApproximate average salary by contribution assumption: employee only about $246,629 at 4% or $164,420 at 6%; with 50% employer match about $164,420 at 4% or $109,613 at 6%; with 100% employer match about $123,315 at 4% or $82,210 at 6%.
2022112$1,181,781$184,662$15,389iApproximate average salary by contribution assumption: employee only about $384,713 at 4% or $256,475 at 6%; with 50% employer match about $256,475 at 4% or $170,983 at 6%; with 100% employer match about $192,356 at 4% or $128,238 at 6%.
HALE ADVISORS, INC. 401(K) PLAN-12$1,181,781$184,662$15,389iApproximate average salary by contribution assumption: employee only about $384,713 at 4% or $256,475 at 6%; with 50% employer match about $256,475 at 4% or $170,983 at 6%; with 100% employer match about $192,356 at 4% or $128,238 at 6%.
202118$1,187,982$124,973$15,622iApproximate average salary by contribution assumption: employee only about $390,541 at 4% or $260,360 at 6%; with 50% employer match about $260,360 at 4% or $173,574 at 6%; with 100% employer match about $195,270 at 4% or $130,180 at 6%.
HALE ADVISORS, INC. 401(K) PLAN-8$1,187,982$124,973$15,622iApproximate average salary by contribution assumption: employee only about $390,541 at 4% or $260,360 at 6%; with 50% employer match about $260,360 at 4% or $173,574 at 6%; with 100% employer match about $195,270 at 4% or $130,180 at 6%.
202017$897,543$96,075$13,725iApproximate average salary by contribution assumption: employee only about $343,125 at 4% or $228,750 at 6%; with 50% employer match about $228,750 at 4% or $152,500 at 6%; with 100% employer match about $171,563 at 4% or $114,375 at 6%.
HALE ADVISORS, INC. 401(K) PLAN-7$897,543$96,075$13,725iApproximate average salary by contribution assumption: employee only about $343,125 at 4% or $228,750 at 6%; with 50% employer match about $228,750 at 4% or $152,500 at 6%; with 100% employer match about $171,563 at 4% or $114,375 at 6%.
201916$673,489$88,654$14,776iApproximate average salary by contribution assumption: employee only about $369,392 at 4% or $246,261 at 6%; with 50% employer match about $246,261 at 4% or $164,174 at 6%; with 100% employer match about $184,696 at 4% or $123,131 at 6%.
HALE ADVISORS, INC. 401(K) PLAN-6$673,489$88,654$14,776iApproximate average salary by contribution assumption: employee only about $369,392 at 4% or $246,261 at 6%; with 50% employer match about $246,261 at 4% or $164,174 at 6%; with 100% employer match about $184,696 at 4% or $123,131 at 6%.
201814$469,885$83,407$20,852iApproximate average salary by contribution assumption: employee only about $521,294 at 4% or $347,529 at 6%; with 50% employer match about $347,529 at 4% or $231,686 at 6%; with 100% employer match about $260,647 at 4% or $173,765 at 6%.
HALE ADVISORS, INC. 401(K) PLAN-4$469,885$83,407$20,852iApproximate average salary by contribution assumption: employee only about $521,294 at 4% or $347,529 at 6%; with 50% employer match about $347,529 at 4% or $231,686 at 6%; with 100% employer match about $260,647 at 4% or $173,765 at 6%.
201716$774,975$56,321$9,387iApproximate average salary by contribution assumption: employee only about $234,671 at 4% or $156,447 at 6%; with 50% employer match about $156,447 at 4% or $104,298 at 6%; with 100% employer match about $117,335 at 4% or $78,224 at 6%.
HALE ADVISORS, INC. 401(K) PLAN-6$774,975$56,321$9,387iApproximate average salary by contribution assumption: employee only about $234,671 at 4% or $156,447 at 6%; with 50% employer match about $156,447 at 4% or $104,298 at 6%; with 100% employer match about $117,335 at 4% or $78,224 at 6%.
201619$627,999$64,057$7,117iApproximate average salary by contribution assumption: employee only about $177,936 at 4% or $118,624 at 6%; with 50% employer match about $118,624 at 4% or $79,083 at 6%; with 100% employer match about $88,968 at 4% or $59,312 at 6%.
HALE ADVISORS, INC. 401(K) PLAN-9$627,999$64,057$7,117iApproximate average salary by contribution assumption: employee only about $177,936 at 4% or $118,624 at 6%; with 50% employer match about $118,624 at 4% or $79,083 at 6%; with 100% employer match about $88,968 at 4% or $59,312 at 6%.
201518$521,147$141,913$17,739iApproximate average salary by contribution assumption: employee only about $443,478 at 4% or $295,652 at 6%; with 50% employer match about $295,652 at 4% or $197,101 at 6%; with 100% employer match about $221,739 at 4% or $147,826 at 6%.
HALE ADVISORS, INC. 401(K) PLAN-8$521,147$141,913$17,739iApproximate average salary by contribution assumption: employee only about $443,478 at 4% or $295,652 at 6%; with 50% employer match about $295,652 at 4% or $197,101 at 6%; with 100% employer match about $221,739 at 4% or $147,826 at 6%.
201416$394,020$138,177$23,030iApproximate average salary by contribution assumption: employee only about $575,738 at 4% or $383,825 at 6%; with 50% employer match about $383,825 at 4% or $255,883 at 6%; with 100% employer match about $287,869 at 4% or $191,913 at 6%.
HALE ADVISORS, INC. 401(K) PLAN-6$394,020$138,177$23,030iApproximate average salary by contribution assumption: employee only about $575,738 at 4% or $383,825 at 6%; with 50% employer match about $383,825 at 4% or $255,883 at 6%; with 100% employer match about $287,869 at 4% or $191,913 at 6%.
201314$239,570$110,031$27,508iApproximate average salary by contribution assumption: employee only about $687,694 at 4% or $458,463 at 6%; with 50% employer match about $458,463 at 4% or $305,642 at 6%; with 100% employer match about $343,847 at 4% or $229,231 at 6%.
HALE ADVISORS, INC. 401(K) PLAN-4$239,570$110,031$27,508iApproximate average salary by contribution assumption: employee only about $687,694 at 4% or $458,463 at 6%; with 50% employer match about $458,463 at 4% or $305,642 at 6%; with 100% employer match about $343,847 at 4% or $229,231 at 6%.
201213$105,347$103,561$34,520iApproximate average salary by contribution assumption: employee only about $863,008 at 4% or $575,339 at 6%; with 50% employer match about $575,339 at 4% or $383,559 at 6%; with 100% employer match about $431,504 at 4% or $287,669 at 6%.
HALE ADVISORS, INC. 401(K) PLAN-3$105,347$103,561$34,520iApproximate average salary by contribution assumption: employee only about $863,008 at 4% or $575,339 at 6%; with 50% employer match about $575,339 at 4% or $383,559 at 6%; with 100% employer match about $431,504 at 4% or $287,669 at 6%.