Civic Intelligence

Hynek Financial Advisors

Plan context: Hynek Financial Advisors Retirement Savings Plan

EIN 48-1289119 • San Jose, CA • 12 filings • 1 plans

333 W. Santa Clara St., Suite #606San Jose, CA 95113
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$963,242

2024 Contributions

$88,159

Historical Graphs

Total Assets Over Time

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

$963,242$481,621$0201320192024YearValue
$963,242Latest year 2024

Participants Over Time

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

320201320192024YearValue
2Latest year 2024

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
202412$963,242$88,159$44,080iApproximate average salary by contribution assumption: employee only about $1,101,988 at 4% or $734,658 at 6%; with 50% employer match about $734,658 at 4% or $489,772 at 6%; with 100% employer match about $550,994 at 4% or $367,329 at 6%.
Hynek Financial Advisors Retirement Savings Plan-2$963,242$88,159$44,080iApproximate average salary by contribution assumption: employee only about $1,101,988 at 4% or $734,658 at 6%; with 50% employer match about $734,658 at 4% or $489,772 at 6%; with 100% employer match about $550,994 at 4% or $367,329 at 6%.
202312$688,146$0-
Hynek Financial Advisors Retirement Savings Plan-2$688,146$0-
202212$661,097$0-
Hynek Financial Advisors Retirement Savings Plan-2$661,097$0-
202112$765,284$78,631$39,316iApproximate average salary by contribution assumption: employee only about $982,888 at 4% or $655,258 at 6%; with 50% employer match about $655,258 at 4% or $436,839 at 6%; with 100% employer match about $491,444 at 4% or $327,629 at 6%.
Hynek Financial Advisors Retirement Savings Plan-2$765,284$78,631$39,316iApproximate average salary by contribution assumption: employee only about $982,888 at 4% or $655,258 at 6%; with 50% employer match about $655,258 at 4% or $436,839 at 6%; with 100% employer match about $491,444 at 4% or $327,629 at 6%.
202012$592,528$74,010$37,005iApproximate average salary by contribution assumption: employee only about $925,125 at 4% or $616,750 at 6%; with 50% employer match about $616,750 at 4% or $411,167 at 6%; with 100% employer match about $462,563 at 4% or $308,375 at 6%.
Hynek Financial Advisors Retirement Savings Plan-2$592,528$74,010$37,005iApproximate average salary by contribution assumption: employee only about $925,125 at 4% or $616,750 at 6%; with 50% employer match about $616,750 at 4% or $411,167 at 6%; with 100% employer match about $462,563 at 4% or $308,375 at 6%.
201912$458,956$70,114$35,057iApproximate average salary by contribution assumption: employee only about $876,425 at 4% or $584,283 at 6%; with 50% employer match about $584,283 at 4% or $389,522 at 6%; with 100% employer match about $438,213 at 4% or $292,142 at 6%.
Hynek Financial Advisors Retirement Savings Plan-2$458,956$70,114$35,057iApproximate average salary by contribution assumption: employee only about $876,425 at 4% or $584,283 at 6%; with 50% employer match about $584,283 at 4% or $389,522 at 6%; with 100% employer match about $438,213 at 4% or $292,142 at 6%.
201812$364,620$72,263$36,132iApproximate average salary by contribution assumption: employee only about $903,288 at 4% or $602,192 at 6%; with 50% employer match about $602,192 at 4% or $401,461 at 6%; with 100% employer match about $451,644 at 4% or $301,096 at 6%.
Hynek Financial Advisors Retirement Savings Plan-2$364,620$72,263$36,132iApproximate average salary by contribution assumption: employee only about $903,288 at 4% or $602,192 at 6%; with 50% employer match about $602,192 at 4% or $401,461 at 6%; with 100% employer match about $451,644 at 4% or $301,096 at 6%.
201713$238,652$58,974$19,658iApproximate average salary by contribution assumption: employee only about $491,450 at 4% or $327,633 at 6%; with 50% employer match about $327,633 at 4% or $218,422 at 6%; with 100% employer match about $245,725 at 4% or $163,817 at 6%.
Hynek Financial Advisors Retirement Savings Plan-3$238,652$58,974$19,658iApproximate average salary by contribution assumption: employee only about $491,450 at 4% or $327,633 at 6%; with 50% employer match about $327,633 at 4% or $218,422 at 6%; with 100% employer match about $245,725 at 4% or $163,817 at 6%.
201613$175,647$0-
Hynek Financial Advisors Retirement Savings Plan-3$175,647$0-
201513$161,863$56,690$18,897iApproximate average salary by contribution assumption: employee only about $472,417 at 4% or $314,944 at 6%; with 50% employer match about $314,944 at 4% or $209,963 at 6%; with 100% employer match about $236,208 at 4% or $157,472 at 6%.
Hynek Financial Advisors Retirement Savings Plan-3$161,863$56,690$18,897iApproximate average salary by contribution assumption: employee only about $472,417 at 4% or $314,944 at 6%; with 50% employer match about $314,944 at 4% or $209,963 at 6%; with 100% employer match about $236,208 at 4% or $157,472 at 6%.
201413$104,477$55,614$18,538iApproximate average salary by contribution assumption: employee only about $463,450 at 4% or $308,967 at 6%; with 50% employer match about $308,967 at 4% or $205,978 at 6%; with 100% employer match about $231,725 at 4% or $154,483 at 6%.
Hynek Financial Advisors Retirement Savings Plan-3$104,477$55,614$18,538iApproximate average salary by contribution assumption: employee only about $463,450 at 4% or $308,967 at 6%; with 50% employer match about $308,967 at 4% or $205,978 at 6%; with 100% employer match about $231,725 at 4% or $154,483 at 6%.
201312$48,863$48,863$24,432iApproximate average salary by contribution assumption: employee only about $610,788 at 4% or $407,192 at 6%; with 50% employer match about $407,192 at 4% or $271,461 at 6%; with 100% employer match about $305,394 at 4% or $203,596 at 6%.
Hynek Financial Advisors Retirement Savings Plan-2$48,863$48,863$24,432iApproximate average salary by contribution assumption: employee only about $610,788 at 4% or $407,192 at 6%; with 50% employer match about $407,192 at 4% or $271,461 at 6%; with 100% employer match about $305,394 at 4% or $203,596 at 6%.