Hendershott Wealth Management LLC
Plan context: Hilary Hendershott Wealth Management 401(K) Plan
EIN 46-5092810 • Fishers, IN • 8 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$1,059,198
2025 Contributions
$134,807
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 10 | $1,059,198 | $134,807 | $13,481iApproximate average salary by contribution assumption: employee only about $337,018 at 4% or $224,678 at 6%; with 50% employer match about $224,678 at 4% or $149,786 at 6%; with 100% employer match about $168,509 at 4% or $112,339 at 6%. |
| Hilary Hendershott Wealth Management 401(K) Plan | - | 10 | $1,059,198 | $134,807 | $13,481iApproximate average salary by contribution assumption: employee only about $337,018 at 4% or $224,678 at 6%; with 50% employer match about $224,678 at 4% or $149,786 at 6%; with 100% employer match about $168,509 at 4% or $112,339 at 6%. |
| 2024 | 1 | 9 | $948,742 | $218,175 | $24,242iApproximate average salary by contribution assumption: employee only about $606,042 at 4% or $404,028 at 6%; with 50% employer match about $404,028 at 4% or $269,352 at 6%; with 100% employer match about $303,021 at 4% or $202,014 at 6%. |
| Hilary Hendershott Wealth Management 401(K) Plan | - | 9 | $948,742 | $218,175 | $24,242iApproximate average salary by contribution assumption: employee only about $606,042 at 4% or $404,028 at 6%; with 50% employer match about $404,028 at 4% or $269,352 at 6%; with 100% employer match about $303,021 at 4% or $202,014 at 6%. |
| 2023 | 1 | 7 | $1,171,871 | $112,890 | $16,127iApproximate average salary by contribution assumption: employee only about $403,179 at 4% or $268,786 at 6%; with 50% employer match about $268,786 at 4% or $179,190 at 6%; with 100% employer match about $201,589 at 4% or $134,393 at 6%. |
| Hilary Hendershott Wealth Management 401(K) Plan | - | 7 | $1,171,871 | $112,890 | $16,127iApproximate average salary by contribution assumption: employee only about $403,179 at 4% or $268,786 at 6%; with 50% employer match about $268,786 at 4% or $179,190 at 6%; with 100% employer match about $201,589 at 4% or $134,393 at 6%. |
| 2022 | 1 | 8 | $924,732 | $191,245 | $23,906iApproximate average salary by contribution assumption: employee only about $597,641 at 4% or $398,427 at 6%; with 50% employer match about $398,427 at 4% or $265,618 at 6%; with 100% employer match about $298,820 at 4% or $199,214 at 6%. |
| Hilary Hendershott Wealth Management 401(K) Plan | - | 8 | $924,732 | $191,245 | $23,906iApproximate average salary by contribution assumption: employee only about $597,641 at 4% or $398,427 at 6%; with 50% employer match about $398,427 at 4% or $265,618 at 6%; with 100% employer match about $298,820 at 4% or $199,214 at 6%. |
| 2021 | 1 | 7 | $868,509 | $116,186 | $16,598iApproximate average salary by contribution assumption: employee only about $414,950 at 4% or $276,633 at 6%; with 50% employer match about $276,633 at 4% or $184,422 at 6%; with 100% employer match about $207,475 at 4% or $138,317 at 6%. |
| Hilary Hendershott Wealth Management 401(K) Plan | - | 7 | $868,509 | $116,186 | $16,598iApproximate average salary by contribution assumption: employee only about $414,950 at 4% or $276,633 at 6%; with 50% employer match about $276,633 at 4% or $184,422 at 6%; with 100% employer match about $207,475 at 4% or $138,317 at 6%. |
| 2020 | 1 | 4 | $630,868 | $75,925 | $18,981iApproximate average salary by contribution assumption: employee only about $474,531 at 4% or $316,354 at 6%; with 50% employer match about $316,354 at 4% or $210,903 at 6%; with 100% employer match about $237,266 at 4% or $158,177 at 6%. |
| Hilary Hendershott Wealth Management 401(K) Plan | - | 4 | $630,868 | $75,925 | $18,981iApproximate average salary by contribution assumption: employee only about $474,531 at 4% or $316,354 at 6%; with 50% employer match about $316,354 at 4% or $210,903 at 6%; with 100% employer match about $237,266 at 4% or $158,177 at 6%. |
| 2019 | 1 | 3 | $482,319 | $384,461 | $128,154iApproximate average salary by contribution assumption: employee only about $3,203,842 at 4% or $2,135,894 at 6%; with 50% employer match about $2,135,894 at 4% or $1,423,930 at 6%; with 100% employer match about $1,601,921 at 4% or $1,067,947 at 6%. |
| Hilary Hendershott Wealth Management 401(K) Plan | - | 3 | $482,319 | $384,461 | $128,154iApproximate average salary by contribution assumption: employee only about $3,203,842 at 4% or $2,135,894 at 6%; with 50% employer match about $2,135,894 at 4% or $1,423,930 at 6%; with 100% employer match about $1,601,921 at 4% or $1,067,947 at 6%. |
| 2018 | 1 | 3 | $44,653 | $49,341 | $16,447iApproximate average salary by contribution assumption: employee only about $411,175 at 4% or $274,117 at 6%; with 50% employer match about $274,117 at 4% or $182,744 at 6%; with 100% employer match about $205,588 at 4% or $137,058 at 6%. |
| Hilary Hendershott Wealth Management 401(K) Plan | - | 3 | $44,653 | $49,341 | $16,447iApproximate average salary by contribution assumption: employee only about $411,175 at 4% or $274,117 at 6%; with 50% employer match about $274,117 at 4% or $182,744 at 6%; with 100% employer match about $205,588 at 4% or $137,058 at 6%. |