H. Lee Hoffman, CPA Pa
Plan context: H. Lee Hoffman, CPA Pa 401K Profit Sharing Plan
EIN 57-0807406 • Charleston, SC • 26 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$3,918,988
2024 Contributions
$113,970
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 | 0 | $0 | $0 | - |
| H. Lee Hoffman, CPA Pa 401K Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2023 | 1 | 7 | $3,918,988 | $113,970 | $16,281iApproximate average salary by contribution assumption: employee only about $407,036 at 4% or $271,357 at 6%; with 50% employer match about $271,357 at 4% or $180,905 at 6%; with 100% employer match about $203,518 at 4% or $135,679 at 6%. |
| H. Lee Hoffman, CPA Pa 401K Profit Sharing Plan | - | 7 | $3,918,988 | $113,970 | $16,281iApproximate average salary by contribution assumption: employee only about $407,036 at 4% or $271,357 at 6%; with 50% employer match about $271,357 at 4% or $180,905 at 6%; with 100% employer match about $203,518 at 4% or $135,679 at 6%. |
| 2022 | 1 | 7 | $3,411,542 | $43,668 | $6,238iApproximate average salary by contribution assumption: employee only about $155,957 at 4% or $103,971 at 6%; with 50% employer match about $103,971 at 4% or $69,314 at 6%; with 100% employer match about $77,979 at 4% or $51,986 at 6%. |
| H. Lee Hoffman, CPA Pa 401K Profit Sharing Plan | - | 7 | $3,411,542 | $43,668 | $6,238iApproximate average salary by contribution assumption: employee only about $155,957 at 4% or $103,971 at 6%; with 50% employer match about $103,971 at 4% or $69,314 at 6%; with 100% employer match about $77,979 at 4% or $51,986 at 6%. |
| 2021 | 1 | 6 | $3,432,722 | $41,121 | $6,854iApproximate average salary by contribution assumption: employee only about $171,338 at 4% or $114,225 at 6%; with 50% employer match about $114,225 at 4% or $76,150 at 6%; with 100% employer match about $85,669 at 4% or $57,113 at 6%. |
| H. Lee Hoffman, CPA Pa 401K Profit Sharing Plan | - | 6 | $3,432,722 | $41,121 | $6,854iApproximate average salary by contribution assumption: employee only about $171,338 at 4% or $114,225 at 6%; with 50% employer match about $114,225 at 4% or $76,150 at 6%; with 100% employer match about $85,669 at 4% or $57,113 at 6%. |
| 2020 | 1 | 6 | $3,619,546 | $37,377 | $6,230iApproximate average salary by contribution assumption: employee only about $155,738 at 4% or $103,825 at 6%; with 50% employer match about $103,825 at 4% or $69,217 at 6%; with 100% employer match about $77,869 at 4% or $51,913 at 6%. |
| H. Lee Hoffman, CPA Pa 401K Profit Sharing Plan | - | 6 | $3,619,546 | $37,377 | $6,230iApproximate average salary by contribution assumption: employee only about $155,738 at 4% or $103,825 at 6%; with 50% employer match about $103,825 at 4% or $69,217 at 6%; with 100% employer match about $77,869 at 4% or $51,913 at 6%. |
| 2019 | 1 | 9 | $2,632,635 | $56,476 | $6,275iApproximate average salary by contribution assumption: employee only about $156,878 at 4% or $104,585 at 6%; with 50% employer match about $104,585 at 4% or $69,723 at 6%; with 100% employer match about $78,439 at 4% or $52,293 at 6%. |
| H. Lee Hoffman, CPA Pa 401K Profit Sharing Plan | - | 9 | $2,632,635 | $56,476 | $6,275iApproximate average salary by contribution assumption: employee only about $156,878 at 4% or $104,585 at 6%; with 50% employer match about $104,585 at 4% or $69,723 at 6%; with 100% employer match about $78,439 at 4% or $52,293 at 6%. |
| 2018 | 1 | 9 | $3,096,389 | $51,625 | $5,736iApproximate average salary by contribution assumption: employee only about $143,403 at 4% or $95,602 at 6%; with 50% employer match about $95,602 at 4% or $63,735 at 6%; with 100% employer match about $71,701 at 4% or $47,801 at 6%. |
| H. Lee Hoffman, CPA Pa 401K Profit Sharing Plan | - | 9 | $3,096,389 | $51,625 | $5,736iApproximate average salary by contribution assumption: employee only about $143,403 at 4% or $95,602 at 6%; with 50% employer match about $95,602 at 4% or $63,735 at 6%; with 100% employer match about $71,701 at 4% or $47,801 at 6%. |
| 2017 | 1 | 5 | $2,813,530 | $21,747 | $4,349iApproximate average salary by contribution assumption: employee only about $108,735 at 4% or $72,490 at 6%; with 50% employer match about $72,490 at 4% or $48,327 at 6%; with 100% employer match about $54,367 at 4% or $36,245 at 6%. |
| H. Lee Hoffman, CPA Pa 401K Profit Sharing Plan | - | 5 | $2,813,530 | $21,747 | $4,349iApproximate average salary by contribution assumption: employee only about $108,735 at 4% or $72,490 at 6%; with 50% employer match about $72,490 at 4% or $48,327 at 6%; with 100% employer match about $54,367 at 4% or $36,245 at 6%. |
| 2016 | 1 | 7 | $2,614,883 | $59,573 | $8,510iApproximate average salary by contribution assumption: employee only about $212,761 at 4% or $141,840 at 6%; with 50% employer match about $141,840 at 4% or $94,560 at 6%; with 100% employer match about $106,380 at 4% or $70,920 at 6%. |
| H. Lee Hoffman, CPA Pa 401K Profit Sharing Plan | - | 7 | $2,614,883 | $59,573 | $8,510iApproximate average salary by contribution assumption: employee only about $212,761 at 4% or $141,840 at 6%; with 50% employer match about $141,840 at 4% or $94,560 at 6%; with 100% employer match about $106,380 at 4% or $70,920 at 6%. |
| 2015 | 1 | 7 | $2,245,343 | $84,193 | $12,028iApproximate average salary by contribution assumption: employee only about $300,689 at 4% or $200,460 at 6%; with 50% employer match about $200,460 at 4% or $133,640 at 6%; with 100% employer match about $150,345 at 4% or $100,230 at 6%. |
| H. Lee Hoffman, CPA Pa 401K Profit Sharing Plan | - | 7 | $2,245,343 | $84,193 | $12,028iApproximate average salary by contribution assumption: employee only about $300,689 at 4% or $200,460 at 6%; with 50% employer match about $200,460 at 4% or $133,640 at 6%; with 100% employer match about $150,345 at 4% or $100,230 at 6%. |
| 2014 | 1 | 7 | $2,275,989 | $99,599 | $14,228iApproximate average salary by contribution assumption: employee only about $355,711 at 4% or $237,140 at 6%; with 50% employer match about $237,140 at 4% or $158,094 at 6%; with 100% employer match about $177,855 at 4% or $118,570 at 6%. |
| H. Lee Hoffman, CPA Pa 401K Profit Sharing Plan | - | 7 | $2,275,989 | $99,599 | $14,228iApproximate average salary by contribution assumption: employee only about $355,711 at 4% or $237,140 at 6%; with 50% employer match about $237,140 at 4% or $158,094 at 6%; with 100% employer match about $177,855 at 4% or $118,570 at 6%. |
| 2013 | 1 | 6 | $2,016,740 | $125,947 | $20,991iApproximate average salary by contribution assumption: employee only about $524,779 at 4% or $349,853 at 6%; with 50% employer match about $349,853 at 4% or $233,235 at 6%; with 100% employer match about $262,390 at 4% or $174,926 at 6%. |
| H. Lee Hoffman, CPA Pa 401K Profit Sharing Plan | - | 6 | $2,016,740 | $125,947 | $20,991iApproximate average salary by contribution assumption: employee only about $524,779 at 4% or $349,853 at 6%; with 50% employer match about $349,853 at 4% or $233,235 at 6%; with 100% employer match about $262,390 at 4% or $174,926 at 6%. |
| 2012 | 1 | 6 | $1,629,380 | $124,189 | $20,698iApproximate average salary by contribution assumption: employee only about $517,454 at 4% or $344,969 at 6%; with 50% employer match about $344,969 at 4% or $229,980 at 6%; with 100% employer match about $258,727 at 4% or $172,485 at 6%. |
| H. Lee Hoffman, CPA Pa 401K Profit Sharing Plan | - | 6 | $1,629,380 | $124,189 | $20,698iApproximate average salary by contribution assumption: employee only about $517,454 at 4% or $344,969 at 6%; with 50% employer match about $344,969 at 4% or $229,980 at 6%; with 100% employer match about $258,727 at 4% or $172,485 at 6%. |
| 2011 | 1 | 6 | $1,322,254 | $96,482 | $16,080iApproximate average salary by contribution assumption: employee only about $402,008 at 4% or $268,006 at 6%; with 50% employer match about $268,006 at 4% or $178,670 at 6%; with 100% employer match about $201,004 at 4% or $134,003 at 6%. |
| H. Lee Hoffman, CPA Pa 401K Profit Sharing Plan | - | 6 | $1,322,254 | $96,482 | $16,080iApproximate average salary by contribution assumption: employee only about $402,008 at 4% or $268,006 at 6%; with 50% employer match about $268,006 at 4% or $178,670 at 6%; with 100% employer match about $201,004 at 4% or $134,003 at 6%. |
| 2010 | 1 | 6 | $1,283,897 | $95,307 | $15,885iApproximate average salary by contribution assumption: employee only about $397,113 at 4% or $264,742 at 6%; with 50% employer match about $264,742 at 4% or $176,494 at 6%; with 100% employer match about $198,556 at 4% or $132,371 at 6%. |
| H. Lee Hoffman, CPA Pa 401K Profit Sharing Plan | - | 6 | $1,283,897 | $95,307 | $15,885iApproximate average salary by contribution assumption: employee only about $397,113 at 4% or $264,742 at 6%; with 50% employer match about $264,742 at 4% or $176,494 at 6%; with 100% employer match about $198,556 at 4% or $132,371 at 6%. |
| 2009 | 1 | 5 | $1,002,045 | $95,867 | $19,173iApproximate average salary by contribution assumption: employee only about $479,335 at 4% or $319,557 at 6%; with 50% employer match about $319,557 at 4% or $213,038 at 6%; with 100% employer match about $239,668 at 4% or $159,778 at 6%. |
| H. Lee Hoffman, CPA Pa 401K Profit Sharing Plan | - | 5 | $1,002,045 | $95,867 | $19,173iApproximate average salary by contribution assumption: employee only about $479,335 at 4% or $319,557 at 6%; with 50% employer match about $319,557 at 4% or $213,038 at 6%; with 100% employer match about $239,668 at 4% or $159,778 at 6%. |
| 2008 | 1 | 4 | $0 | $0 | - |
| H. Lee Hoffman, CPA Pa 401K Profit Sharing Plan | - | 4 | - | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| H. Lee Hoffman, CPA Pa 401K Profit Sharing Plan | - | 4 | - | - | - |
| 2006 | 1 | 3 | $911,241 | $77,793 | $25,931iApproximate average salary by contribution assumption: employee only about $648,275 at 4% or $432,183 at 6%; with 50% employer match about $432,183 at 4% or $288,122 at 6%; with 100% employer match about $324,138 at 4% or $216,092 at 6%. |
| H. Lee Hoffman, CPA Pa 401K Profit Sharing Plan | - | 3 | $911,241 | $77,793 | $25,931iApproximate average salary by contribution assumption: employee only about $648,275 at 4% or $432,183 at 6%; with 50% employer match about $432,183 at 4% or $288,122 at 6%; with 100% employer match about $324,138 at 4% or $216,092 at 6%. |
| 2005 | 1 | 3 | $716,597 | $61,700 | $20,567iApproximate average salary by contribution assumption: employee only about $514,167 at 4% or $342,778 at 6%; with 50% employer match about $342,778 at 4% or $228,519 at 6%; with 100% employer match about $257,083 at 4% or $171,389 at 6%. |
| H. Lee Hoffman, CPA Pa 401K Profit Sharing Plan | - | 3 | $716,597 | $61,700 | $20,567iApproximate average salary by contribution assumption: employee only about $514,167 at 4% or $342,778 at 6%; with 50% employer match about $342,778 at 4% or $228,519 at 6%; with 100% employer match about $257,083 at 4% or $171,389 at 6%. |
| 2004 | 1 | 3 | $554,691 | $65,360 | $21,787iApproximate average salary by contribution assumption: employee only about $544,667 at 4% or $363,111 at 6%; with 50% employer match about $363,111 at 4% or $242,074 at 6%; with 100% employer match about $272,333 at 4% or $181,556 at 6%. |
| H. Lee Hoffman, CPA Pa 401K Profit Sharing Plan | - | 3 | $554,691 | $65,360 | $21,787iApproximate average salary by contribution assumption: employee only about $544,667 at 4% or $363,111 at 6%; with 50% employer match about $363,111 at 4% or $242,074 at 6%; with 100% employer match about $272,333 at 4% or $181,556 at 6%. |
| 2003 | 1 | 3 | $481,158 | $62,068 | $20,689iApproximate average salary by contribution assumption: employee only about $517,233 at 4% or $344,822 at 6%; with 50% employer match about $344,822 at 4% or $229,881 at 6%; with 100% employer match about $258,617 at 4% or $172,411 at 6%. |
| H. Lee Hoffman, CPA Pa 401K Profit Sharing Plan | - | 3 | $481,158 | $62,068 | $20,689iApproximate average salary by contribution assumption: employee only about $517,233 at 4% or $344,822 at 6%; with 50% employer match about $344,822 at 4% or $229,881 at 6%; with 100% employer match about $258,617 at 4% or $172,411 at 6%. |
| 2002 | 1 | 2 | $366,403 | $57,873 | $28,937iApproximate average salary by contribution assumption: employee only about $723,413 at 4% or $482,275 at 6%; with 50% employer match about $482,275 at 4% or $321,517 at 6%; with 100% employer match about $361,706 at 4% or $241,138 at 6%. |
| H. Lee Hoffman, CPA Pa 401K Profit Sharing Plan | - | 2 | $366,403 | $57,873 | $28,937iApproximate average salary by contribution assumption: employee only about $723,413 at 4% or $482,275 at 6%; with 50% employer match about $482,275 at 4% or $321,517 at 6%; with 100% employer match about $361,706 at 4% or $241,138 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| H. Lee Hoffman, CPA Pa 401K Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| H. Lee Hoffman, CPA Pa 401K Profit Sharing Plan | - | 3 | - | - | - |
| 1999 | 1 | 3 | $456,393 | $35,797 | $11,932iApproximate average salary by contribution assumption: employee only about $298,308 at 4% or $198,872 at 6%; with 50% employer match about $198,872 at 4% or $132,581 at 6%; with 100% employer match about $149,154 at 4% or $99,436 at 6%. |
| H. Lee Hoffman, CPA Pa 401K Profit Sharing Plan | - | 3 | $456,393 | $35,797 | $11,932iApproximate average salary by contribution assumption: employee only about $298,308 at 4% or $198,872 at 6%; with 50% employer match about $198,872 at 4% or $132,581 at 6%; with 100% employer match about $149,154 at 4% or $99,436 at 6%. |