Hilton Head Financial Advisors Inc.
Plan context: Hilton Head Financial Advisors Inc. 401(K) Plan
EIN 57-0877126 • Hilton Head, SC • 39 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$2,840,222
2024 Contributions
$70,959
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 | 3 | $2,840,222 | $70,959 | $23,653iApproximate average salary by contribution assumption: employee only about $591,325 at 4% or $394,217 at 6%; with 50% employer match about $394,217 at 4% or $262,811 at 6%; with 100% employer match about $295,663 at 4% or $197,108 at 6%. |
| Hilton Head Financial Advisors Inc. 401(K) Plan | - | 3 | $2,840,222 | $70,959 | $23,653iApproximate average salary by contribution assumption: employee only about $591,325 at 4% or $394,217 at 6%; with 50% employer match about $394,217 at 4% or $262,811 at 6%; with 100% employer match about $295,663 at 4% or $197,108 at 6%. |
| 2023 | 1 | 3 | $2,272,886 | $73,752 | $24,584iApproximate average salary by contribution assumption: employee only about $614,600 at 4% or $409,733 at 6%; with 50% employer match about $409,733 at 4% or $273,156 at 6%; with 100% employer match about $307,300 at 4% or $204,867 at 6%. |
| Hilton Head Financial Advisors Inc. 401(K) Plan | - | 3 | $2,272,886 | $73,752 | $24,584iApproximate average salary by contribution assumption: employee only about $614,600 at 4% or $409,733 at 6%; with 50% employer match about $409,733 at 4% or $273,156 at 6%; with 100% employer match about $307,300 at 4% or $204,867 at 6%. |
| 2022 | 1 | 3 | $1,753,600 | $66,010 | $22,003iApproximate average salary by contribution assumption: employee only about $550,083 at 4% or $366,722 at 6%; with 50% employer match about $366,722 at 4% or $244,481 at 6%; with 100% employer match about $275,042 at 4% or $183,361 at 6%. |
| Hilton Head Financial Advisors Inc. 401(K) Plan | - | 3 | $1,753,600 | $66,010 | $22,003iApproximate average salary by contribution assumption: employee only about $550,083 at 4% or $366,722 at 6%; with 50% employer match about $366,722 at 4% or $244,481 at 6%; with 100% employer match about $275,042 at 4% or $183,361 at 6%. |
| 2021 | 1 | 3 | $2,216,882 | $65,790 | $21,930iApproximate average salary by contribution assumption: employee only about $548,250 at 4% or $365,500 at 6%; with 50% employer match about $365,500 at 4% or $243,667 at 6%; with 100% employer match about $274,125 at 4% or $182,750 at 6%. |
| Hilton Head Financial Advisors Inc. 401(K) Plan | - | 3 | $2,216,882 | $65,790 | $21,930iApproximate average salary by contribution assumption: employee only about $548,250 at 4% or $365,500 at 6%; with 50% employer match about $365,500 at 4% or $243,667 at 6%; with 100% employer match about $274,125 at 4% or $182,750 at 6%. |
| 2020 | 1 | 3 | $1,766,365 | $65,719 | $21,906iApproximate average salary by contribution assumption: employee only about $547,658 at 4% or $365,106 at 6%; with 50% employer match about $365,106 at 4% or $243,404 at 6%; with 100% employer match about $273,829 at 4% or $182,553 at 6%. |
| Hilton Head Financial Advisors Inc. 401(K) Plan | - | 3 | $1,766,365 | $65,719 | $21,906iApproximate average salary by contribution assumption: employee only about $547,658 at 4% or $365,106 at 6%; with 50% employer match about $365,106 at 4% or $243,404 at 6%; with 100% employer match about $273,829 at 4% or $182,553 at 6%. |
| 2019 | 1 | 3 | $1,359,159 | $56,640 | $18,880iApproximate average salary by contribution assumption: employee only about $472,000 at 4% or $314,667 at 6%; with 50% employer match about $314,667 at 4% or $209,778 at 6%; with 100% employer match about $236,000 at 4% or $157,333 at 6%. |
| Hilton Head Financial Advisors Inc. 401(K) Plan | - | 3 | $1,359,159 | $56,640 | $18,880iApproximate average salary by contribution assumption: employee only about $472,000 at 4% or $314,667 at 6%; with 50% employer match about $314,667 at 4% or $209,778 at 6%; with 100% employer match about $236,000 at 4% or $157,333 at 6%. |
| 2018 | 1 | 3 | $1,037,065 | $55,553 | $18,518iApproximate average salary by contribution assumption: employee only about $462,942 at 4% or $308,628 at 6%; with 50% employer match about $308,628 at 4% or $205,752 at 6%; with 100% employer match about $231,471 at 4% or $154,314 at 6%. |
| Hilton Head Financial Advisors Inc. 401(K) Plan | - | 3 | $1,037,065 | $55,553 | $18,518iApproximate average salary by contribution assumption: employee only about $462,942 at 4% or $308,628 at 6%; with 50% employer match about $308,628 at 4% or $205,752 at 6%; with 100% employer match about $231,471 at 4% or $154,314 at 6%. |
| 2017 | 1 | 3 | $1,005,392 | $54,508 | $18,169iApproximate average salary by contribution assumption: employee only about $454,233 at 4% or $302,822 at 6%; with 50% employer match about $302,822 at 4% or $201,881 at 6%; with 100% employer match about $227,117 at 4% or $151,411 at 6%. |
| Hilton Head Financial Advisors Inc. 401(K) Plan | - | 3 | $1,005,392 | $54,508 | $18,169iApproximate average salary by contribution assumption: employee only about $454,233 at 4% or $302,822 at 6%; with 50% employer match about $302,822 at 4% or $201,881 at 6%; with 100% employer match about $227,117 at 4% or $151,411 at 6%. |
| 2016 | 1 | 3 | $800,806 | $54,442 | $18,147iApproximate average salary by contribution assumption: employee only about $453,683 at 4% or $302,456 at 6%; with 50% employer match about $302,456 at 4% or $201,637 at 6%; with 100% employer match about $226,842 at 4% or $151,228 at 6%. |
| Hilton Head Financial Advisors Inc. 401(K) Plan | - | 3 | $800,806 | $54,442 | $18,147iApproximate average salary by contribution assumption: employee only about $453,683 at 4% or $302,456 at 6%; with 50% employer match about $302,456 at 4% or $201,637 at 6%; with 100% employer match about $226,842 at 4% or $151,228 at 6%. |
| 2015 | 1 | 3 | $698,026 | $53,847 | $17,949iApproximate average salary by contribution assumption: employee only about $448,725 at 4% or $299,150 at 6%; with 50% employer match about $299,150 at 4% or $199,433 at 6%; with 100% employer match about $224,363 at 4% or $149,575 at 6%. |
| Hilton Head Financial Advisors Inc. 401(K) Plan | - | 3 | $698,026 | $53,847 | $17,949iApproximate average salary by contribution assumption: employee only about $448,725 at 4% or $299,150 at 6%; with 50% employer match about $299,150 at 4% or $199,433 at 6%; with 100% employer match about $224,363 at 4% or $149,575 at 6%. |
| 2014 | 1 | 3 | $648,959 | $52,774 | $17,591iApproximate average salary by contribution assumption: employee only about $439,783 at 4% or $293,189 at 6%; with 50% employer match about $293,189 at 4% or $195,459 at 6%; with 100% employer match about $219,892 at 4% or $146,594 at 6%. |
| Hilton Head Financial Advisors Inc. Mp Pension Plan | - | 3 | $648,959 | $52,774 | $17,591iApproximate average salary by contribution assumption: employee only about $439,783 at 4% or $293,189 at 6%; with 50% employer match about $293,189 at 4% or $195,459 at 6%; with 100% employer match about $219,892 at 4% or $146,594 at 6%. |
| 2013 | 1 | 3 | $548,974 | $47,003 | $15,668iApproximate average salary by contribution assumption: employee only about $391,692 at 4% or $261,128 at 6%; with 50% employer match about $261,128 at 4% or $174,085 at 6%; with 100% employer match about $195,846 at 4% or $130,564 at 6%. |
| Hilton Head Financial Advisors Inc. 401(K) Plan | - | 3 | $548,974 | $47,003 | $15,668iApproximate average salary by contribution assumption: employee only about $391,692 at 4% or $261,128 at 6%; with 50% employer match about $261,128 at 4% or $174,085 at 6%; with 100% employer match about $195,846 at 4% or $130,564 at 6%. |
| 2012 | 1 | 3 | $413,416 | $45,895 | $15,298iApproximate average salary by contribution assumption: employee only about $382,458 at 4% or $254,972 at 6%; with 50% employer match about $254,972 at 4% or $169,981 at 6%; with 100% employer match about $191,229 at 4% or $127,486 at 6%. |
| Hilton Head Financial Advisors Inc. 401(K) Plan | - | 3 | $413,416 | $45,895 | $15,298iApproximate average salary by contribution assumption: employee only about $382,458 at 4% or $254,972 at 6%; with 50% employer match about $254,972 at 4% or $169,981 at 6%; with 100% employer match about $191,229 at 4% or $127,486 at 6%. |
| 2011 | 1 | 3 | $328,980 | $44,781 | $14,927iApproximate average salary by contribution assumption: employee only about $373,175 at 4% or $248,783 at 6%; with 50% employer match about $248,783 at 4% or $165,856 at 6%; with 100% employer match about $186,588 at 4% or $124,392 at 6%. |
| Hilton Head Financial Advisors Inc. 401(K) Plan | - | 3 | $328,980 | $44,781 | $14,927iApproximate average salary by contribution assumption: employee only about $373,175 at 4% or $248,783 at 6%; with 50% employer match about $248,783 at 4% or $165,856 at 6%; with 100% employer match about $186,588 at 4% or $124,392 at 6%. |
| 2010 | 2 | 4 | $329,672 | $45,549 | $11,387iApproximate average salary by contribution assumption: employee only about $284,681 at 4% or $189,788 at 6%; with 50% employer match about $189,788 at 4% or $126,525 at 6%; with 100% employer match about $142,341 at 4% or $94,894 at 6%. |
| Hilton Head Financial Advisors Inc. 401(K) Plan | - | 4 | $238,363 | $45,549 | $11,387iApproximate average salary by contribution assumption: employee only about $284,681 at 4% or $189,788 at 6%; with 50% employer match about $189,788 at 4% or $126,525 at 6%; with 100% employer match about $142,341 at 4% or $94,894 at 6%. |
| Hilton Head Financial Advisors Inc Profit Sharing Plan | - | 4 | $91,309 | - | - |
| 2009 | 2 | 4 | $236,053 | $48,520 | $12,130iApproximate average salary by contribution assumption: employee only about $303,250 at 4% or $202,167 at 6%; with 50% employer match about $202,167 at 4% or $134,778 at 6%; with 100% employer match about $151,625 at 4% or $101,083 at 6%. |
| Hilton Head Financial Advisors Inc. 401(K) Plan | - | 4 | $156,129 | $48,520 | $12,130iApproximate average salary by contribution assumption: employee only about $303,250 at 4% or $202,167 at 6%; with 50% employer match about $202,167 at 4% or $134,778 at 6%; with 100% employer match about $151,625 at 4% or $101,083 at 6%. |
| Hilton Head Financial Advisors Inc Profit Sharing Plan | - | 4 | $79,924 | - | - |
| 2008 | 3 | 4 | $147,264 | $55,239 | $13,810iApproximate average salary by contribution assumption: employee only about $345,244 at 4% or $230,163 at 6%; with 50% employer match about $230,163 at 4% or $153,442 at 6%; with 100% employer match about $172,622 at 4% or $115,081 at 6%. |
| Hilton Head Financial Advisors Inc. 401(K) Plan | - | 4 | $81,787 | $52,500 | $13,125iApproximate average salary by contribution assumption: employee only about $328,125 at 4% or $218,750 at 6%; with 50% employer match about $218,750 at 4% or $145,833 at 6%; with 100% employer match about $164,063 at 4% or $109,375 at 6%. |
| Hilton Head Financial Advisors Inc Profit Sharing Plan | - | 4 | $65,477 | - | - |
| Hilton Head Financial Advisors Inc. Mp Pension Plan | - | 4 | - | $2,739 | $685iApproximate average salary by contribution assumption: employee only about $17,119 at 4% or $11,413 at 6%; with 50% employer match about $11,413 at 4% or $7,608 at 6%; with 100% employer match about $8,559 at 4% or $5,706 at 6%. |
| 2007 | 2 | 4 | $220,641 | $22,242 | $5,561iApproximate average salary by contribution assumption: employee only about $139,013 at 4% or $92,675 at 6%; with 50% employer match about $92,675 at 4% or $61,783 at 6%; with 100% employer match about $69,506 at 4% or $46,338 at 6%. |
| Hilton Head Financial Advisors Inc Profit Sharing Plan | - | 4 | $122,284 | $16,800 | $4,200iApproximate average salary by contribution assumption: employee only about $105,000 at 4% or $70,000 at 6%; with 50% employer match about $70,000 at 4% or $46,667 at 6%; with 100% employer match about $52,500 at 4% or $35,000 at 6%. |
| Hilton Head Financial Advisors Inc. Mp Pension Plan | - | 4 | $98,357 | $5,442 | $1,361iApproximate average salary by contribution assumption: employee only about $34,013 at 4% or $22,675 at 6%; with 50% employer match about $22,675 at 4% or $15,117 at 6%; with 100% employer match about $17,006 at 4% or $11,338 at 6%. |
| 2006 | 2 | 4 | $194,248 | $32,685 | $8,171iApproximate average salary by contribution assumption: employee only about $204,281 at 4% or $136,188 at 6%; with 50% employer match about $136,188 at 4% or $90,792 at 6%; with 100% employer match about $102,141 at 4% or $68,094 at 6%. |
| Hilton Head Financial Advisors Inc Profit Sharing Plan | - | 4 | $99,382 | $19,611 | $4,903iApproximate average salary by contribution assumption: employee only about $122,569 at 4% or $81,713 at 6%; with 50% employer match about $81,713 at 4% or $54,475 at 6%; with 100% employer match about $61,284 at 4% or $40,856 at 6%. |
| Hilton Head Financial Advisors Inc. Mp Pension Plan | - | 4 | $94,866 | $13,074 | $3,269iApproximate average salary by contribution assumption: employee only about $81,713 at 4% or $54,475 at 6%; with 50% employer match about $54,475 at 4% or $36,317 at 6%; with 100% employer match about $40,856 at 4% or $27,238 at 6%. |
| 2005 | 2 | 0 | $142,719 | $20,947 | - |
| Hilton Head Financial Advisors Inc Profit Sharing Plan | - | 0 | $71,360 | $12,726 | - |
| Hilton Head Financial Advisors Inc. Mp Pension Plan | - | 0 | $71,359 | $8,221 | - |
| 2004 | 2 | 2 | $108,880 | $7,352 | $3,676iApproximate average salary by contribution assumption: employee only about $91,900 at 4% or $61,267 at 6%; with 50% employer match about $61,267 at 4% or $40,844 at 6%; with 100% employer match about $45,950 at 4% or $30,633 at 6%. |
| Hilton Head Financial Advisors Inc. Mp Pension Plan | - | 2 | $59,830 | $7,352 | $3,676iApproximate average salary by contribution assumption: employee only about $91,900 at 4% or $61,267 at 6%; with 50% employer match about $61,267 at 4% or $40,844 at 6%; with 100% employer match about $45,950 at 4% or $30,633 at 6%. |
| Hilton Head Financial Advisors Inc Profit Sharing Plan | - | 2 | $49,050 | - | - |
| 2003 | 3 | 2 | $136,034 | $18,194 | $9,097iApproximate average salary by contribution assumption: employee only about $227,425 at 4% or $151,617 at 6%; with 50% employer match about $151,617 at 4% or $101,078 at 6%; with 100% employer match about $113,713 at 4% or $75,808 at 6%. |
| Hilton Head Financial Advisors Inc. Mp Pension Plan | - | 2 | $46,601 | $9,097 | $4,549iApproximate average salary by contribution assumption: employee only about $113,713 at 4% or $75,808 at 6%; with 50% employer match about $75,808 at 4% or $50,539 at 6%; with 100% employer match about $56,856 at 4% or $37,904 at 6%. |
| Hilton Head Financial Advisors Inc. Mp Pension Plan | - | 2 | $46,601 | $9,097 | $4,549iApproximate average salary by contribution assumption: employee only about $113,713 at 4% or $75,808 at 6%; with 50% employer match about $75,808 at 4% or $50,539 at 6%; with 100% employer match about $56,856 at 4% or $37,904 at 6%. |
| Hilton Head Financial Advisors Inc Profit Sharing Plan | - | 2 | $42,832 | - | - |
| 2002 | 2 | 0 | $67,025 | $10,032 | - |
| Hilton Head Financial Advisors Inc Profit Sharing Plan | - | 0 | $40,055 | $6,019 | - |
| Hilton Head Financial Advisors Inc. Mp Pension Plan | - | 0 | $26,970 | $4,013 | - |
| 2001 | 3 | 2 | $87,980 | $32,049 | $16,025iApproximate average salary by contribution assumption: employee only about $400,613 at 4% or $267,075 at 6%; with 50% employer match about $267,075 at 4% or $178,050 at 6%; with 100% employer match about $200,306 at 4% or $133,538 at 6%. |
| Hilton Head Financial Advisors Inc Profit Sharing Plan | - | 2 | $36,794 | $12,269 | $6,135iApproximate average salary by contribution assumption: employee only about $153,363 at 4% or $102,242 at 6%; with 50% employer match about $102,242 at 4% or $68,161 at 6%; with 100% employer match about $76,681 at 4% or $51,121 at 6%. |
| Hilton Head Financial Advisors Inc. Mp Pension Plan | - | 0 | $25,593 | $9,890 | - |
| Hilton Head Financial Advisors Inc. Mp Pension Plan | - | 0 | $25,593 | $9,890 | - |
| 2000 | 2 | 2 | $47,324 | $20,448 | $10,224iApproximate average salary by contribution assumption: employee only about $255,600 at 4% or $170,400 at 6%; with 50% employer match about $170,400 at 4% or $113,600 at 6%; with 100% employer match about $127,800 at 4% or $85,200 at 6%. |
| Hilton Head Financial Advisors Inc Profit Sharing Plan | - | 2 | $27,849 | $12,269 | $6,135iApproximate average salary by contribution assumption: employee only about $153,363 at 4% or $102,242 at 6%; with 50% employer match about $102,242 at 4% or $68,161 at 6%; with 100% employer match about $76,681 at 4% or $51,121 at 6%. |
| Hilton Head Financial Advisors Inc. Mp Pension Plan | - | 2 | $19,475 | $8,179 | $4,090iApproximate average salary by contribution assumption: employee only about $102,238 at 4% or $68,158 at 6%; with 50% employer match about $68,158 at 4% or $45,439 at 6%; with 100% employer match about $51,119 at 4% or $34,079 at 6%. |