Civic Intelligence

Hankinson Wealth Management Inc.

Plan context: Hankinson Wealth Management Inc. 401(K) Profit Sharing Plan

EIN 58-1403301 • Augusta, GA • 26 filings • 3 plans

PO Box 2503Augusta, GA 30903-2503
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,294,241

2024 Contributions

$43,607

Historical Graphs

Total Assets Over Time

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

$1,332,328$666,164$0199920122023YearValue
$1,294,241Latest year 2023

Participants Over Time

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

740199920112023YearValue
4Latest year 2023

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
202410$0$0-
Hankinson Wealth Management Inc. 401(K) Profit Sharing Plan-0$0--
202314$1,294,241$43,607$10,902iApproximate average salary by contribution assumption: employee only about $272,544 at 4% or $181,696 at 6%; with 50% employer match about $181,696 at 4% or $121,131 at 6%; with 100% employer match about $136,272 at 4% or $90,848 at 6%.
Hankinson Wealth Management Inc. 401(K) Profit Sharing Plan-4$1,294,241$43,607$10,902iApproximate average salary by contribution assumption: employee only about $272,544 at 4% or $181,696 at 6%; with 50% employer match about $181,696 at 4% or $121,131 at 6%; with 100% employer match about $136,272 at 4% or $90,848 at 6%.
202214$1,112,827$92,546$23,137iApproximate average salary by contribution assumption: employee only about $578,413 at 4% or $385,608 at 6%; with 50% employer match about $385,608 at 4% or $257,072 at 6%; with 100% employer match about $289,206 at 4% or $192,804 at 6%.
Hankinson Wealth Management Inc. 401(K) Profit Sharing Plan-4$1,112,827$92,546$23,137iApproximate average salary by contribution assumption: employee only about $578,413 at 4% or $385,608 at 6%; with 50% employer match about $385,608 at 4% or $257,072 at 6%; with 100% employer match about $289,206 at 4% or $192,804 at 6%.
202114$1,102,609$34,815$8,704iApproximate average salary by contribution assumption: employee only about $217,594 at 4% or $145,063 at 6%; with 50% employer match about $145,063 at 4% or $96,708 at 6%; with 100% employer match about $108,797 at 4% or $72,531 at 6%.
Hankinson Wealth Management Inc. 401(K) Profit Sharing Plan-4$1,102,609$34,815$8,704iApproximate average salary by contribution assumption: employee only about $217,594 at 4% or $145,063 at 6%; with 50% employer match about $145,063 at 4% or $96,708 at 6%; with 100% employer match about $108,797 at 4% or $72,531 at 6%.
202014$1,029,562$2,658$665iApproximate average salary by contribution assumption: employee only about $16,613 at 4% or $11,075 at 6%; with 50% employer match about $11,075 at 4% or $7,383 at 6%; with 100% employer match about $8,306 at 4% or $5,538 at 6%.
Hankinson Wealth Management Inc. 401(K) Profit Sharing Plan-4$1,029,562$2,658$665iApproximate average salary by contribution assumption: employee only about $16,613 at 4% or $11,075 at 6%; with 50% employer match about $11,075 at 4% or $7,383 at 6%; with 100% employer match about $8,306 at 4% or $5,538 at 6%.
201914$958,732$2,266$567iApproximate average salary by contribution assumption: employee only about $14,163 at 4% or $9,442 at 6%; with 50% employer match about $9,442 at 4% or $6,294 at 6%; with 100% employer match about $7,081 at 4% or $4,721 at 6%.
Hankinson Wealth Management Inc. 401(K) Profit Sharing Plan-4$958,732$2,266$567iApproximate average salary by contribution assumption: employee only about $14,163 at 4% or $9,442 at 6%; with 50% employer match about $9,442 at 4% or $6,294 at 6%; with 100% employer match about $7,081 at 4% or $4,721 at 6%.
201814$1,044,665$1,980$495iApproximate average salary by contribution assumption: employee only about $12,375 at 4% or $8,250 at 6%; with 50% employer match about $8,250 at 4% or $5,500 at 6%; with 100% employer match about $6,188 at 4% or $4,125 at 6%.
Hankinson Wealth Management Inc. 401(K) Profit Sharing Plan-4$1,044,665$1,980$495iApproximate average salary by contribution assumption: employee only about $12,375 at 4% or $8,250 at 6%; with 50% employer match about $8,250 at 4% or $5,500 at 6%; with 100% employer match about $6,188 at 4% or $4,125 at 6%.
201715$1,082,416$1,660$332iApproximate average salary by contribution assumption: employee only about $8,300 at 4% or $5,533 at 6%; with 50% employer match about $5,533 at 4% or $3,689 at 6%; with 100% employer match about $4,150 at 4% or $2,767 at 6%.
Hankinson Wealth Management Inc. 401(K) Profit Sharing Plan-5$1,082,416$1,660$332iApproximate average salary by contribution assumption: employee only about $8,300 at 4% or $5,533 at 6%; with 50% employer match about $5,533 at 4% or $3,689 at 6%; with 100% employer match about $4,150 at 4% or $2,767 at 6%.
201615$999,107$1,638$328iApproximate average salary by contribution assumption: employee only about $8,190 at 4% or $5,460 at 6%; with 50% employer match about $5,460 at 4% or $3,640 at 6%; with 100% employer match about $4,095 at 4% or $2,730 at 6%.
Hankinson Wealth Management Inc. 401(K) Profit Sharing Plan-5$999,107$1,638$328iApproximate average salary by contribution assumption: employee only about $8,190 at 4% or $5,460 at 6%; with 50% employer match about $5,460 at 4% or $3,640 at 6%; with 100% employer match about $4,095 at 4% or $2,730 at 6%.
201515$1,304,393$1,440$288iApproximate average salary by contribution assumption: employee only about $7,200 at 4% or $4,800 at 6%; with 50% employer match about $4,800 at 4% or $3,200 at 6%; with 100% employer match about $3,600 at 4% or $2,400 at 6%.
Hankinson Wealth Management Inc. 401(K) Profit Sharing Plan-5$1,304,393$1,440$288iApproximate average salary by contribution assumption: employee only about $7,200 at 4% or $4,800 at 6%; with 50% employer match about $4,800 at 4% or $3,200 at 6%; with 100% employer match about $3,600 at 4% or $2,400 at 6%.
201415$1,312,193$1,437$287iApproximate average salary by contribution assumption: employee only about $7,185 at 4% or $4,790 at 6%; with 50% employer match about $4,790 at 4% or $3,193 at 6%; with 100% employer match about $3,592 at 4% or $2,395 at 6%.
Hankinson Wealth Management Inc. 401(K) Profit Sharing Plan-5$1,312,193$1,437$287iApproximate average salary by contribution assumption: employee only about $7,185 at 4% or $4,790 at 6%; with 50% employer match about $4,790 at 4% or $3,193 at 6%; with 100% employer match about $3,592 at 4% or $2,395 at 6%.
201315$1,255,551$1,314$263iApproximate average salary by contribution assumption: employee only about $6,570 at 4% or $4,380 at 6%; with 50% employer match about $4,380 at 4% or $2,920 at 6%; with 100% employer match about $3,285 at 4% or $2,190 at 6%.
Hankinson Wealth Management Inc. 401(K) Profit Sharing Plan-5$1,255,551$1,314$263iApproximate average salary by contribution assumption: employee only about $6,570 at 4% or $4,380 at 6%; with 50% employer match about $4,380 at 4% or $2,920 at 6%; with 100% employer match about $3,285 at 4% or $2,190 at 6%.
201217$1,332,328$1,255$179iApproximate average salary by contribution assumption: employee only about $4,482 at 4% or $2,988 at 6%; with 50% employer match about $2,988 at 4% or $1,992 at 6%; with 100% employer match about $2,241 at 4% or $1,494 at 6%.
Hankinson Wealth Management Inc. 401(K) Profit Sharing Plan-7$1,332,328$1,255$179iApproximate average salary by contribution assumption: employee only about $4,482 at 4% or $2,988 at 6%; with 50% employer match about $2,988 at 4% or $1,992 at 6%; with 100% employer match about $2,241 at 4% or $1,494 at 6%.
201117$1,214,683$20,411$2,916iApproximate average salary by contribution assumption: employee only about $72,896 at 4% or $48,598 at 6%; with 50% employer match about $48,598 at 4% or $32,398 at 6%; with 100% employer match about $36,448 at 4% or $24,299 at 6%.
Hankinson Wealth Management Inc. 401(K) Profit Sharing Plan-7$1,214,683$20,411$2,916iApproximate average salary by contribution assumption: employee only about $72,896 at 4% or $48,598 at 6%; with 50% employer match about $48,598 at 4% or $32,398 at 6%; with 100% employer match about $36,448 at 4% or $24,299 at 6%.
201017$1,204,528$80,694$11,528iApproximate average salary by contribution assumption: employee only about $288,193 at 4% or $192,129 at 6%; with 50% employer match about $192,129 at 4% or $128,086 at 6%; with 100% employer match about $144,096 at 4% or $96,064 at 6%.
Hankinson Wealth Management Inc. 401(K) Profit Sharing Plan-7$1,204,528$80,694$11,528iApproximate average salary by contribution assumption: employee only about $288,193 at 4% or $192,129 at 6%; with 50% employer match about $192,129 at 4% or $128,086 at 6%; with 100% employer match about $144,096 at 4% or $96,064 at 6%.
200917$959,563$70,052$10,007iApproximate average salary by contribution assumption: employee only about $250,186 at 4% or $166,790 at 6%; with 50% employer match about $166,790 at 4% or $111,194 at 6%; with 100% employer match about $125,093 at 4% or $83,395 at 6%.
Hankinson Wealth Management Inc. 401(K) Profit Sharing Plan-7$959,563$70,052$10,007iApproximate average salary by contribution assumption: employee only about $250,186 at 4% or $166,790 at 6%; with 50% employer match about $166,790 at 4% or $111,194 at 6%; with 100% employer match about $125,093 at 4% or $83,395 at 6%.
200816$580,767$60,428$10,071iApproximate average salary by contribution assumption: employee only about $251,783 at 4% or $167,856 at 6%; with 50% employer match about $167,856 at 4% or $111,904 at 6%; with 100% employer match about $125,892 at 4% or $83,928 at 6%.
Hankinson Wealth Management Inc. 401(K) Profit Sharing Plan-6$580,767$60,428$10,071iApproximate average salary by contribution assumption: employee only about $251,783 at 4% or $167,856 at 6%; with 50% employer match about $167,856 at 4% or $111,904 at 6%; with 100% employer match about $125,892 at 4% or $83,928 at 6%.
200716$0$0-
Hankinson Wealth Management Inc. 401(K) Profit Sharing Plan-6---
200615$818,903$66,327$13,265iApproximate average salary by contribution assumption: employee only about $331,635 at 4% or $221,090 at 6%; with 50% employer match about $221,090 at 4% or $147,393 at 6%; with 100% employer match about $165,818 at 4% or $110,545 at 6%.
Hankinson Wealth Management Inc. 401(K) Profit Sharing Plan-5$818,903$66,327$13,265iApproximate average salary by contribution assumption: employee only about $331,635 at 4% or $221,090 at 6%; with 50% employer match about $221,090 at 4% or $147,393 at 6%; with 100% employer match about $165,818 at 4% or $110,545 at 6%.
200515$691,467$43,540$8,708iApproximate average salary by contribution assumption: employee only about $217,700 at 4% or $145,133 at 6%; with 50% employer match about $145,133 at 4% or $96,756 at 6%; with 100% employer match about $108,850 at 4% or $72,567 at 6%.
Hankinson Wealth Management Inc. 401(K) Profit Sharing Plan-5$691,467$43,540$8,708iApproximate average salary by contribution assumption: employee only about $217,700 at 4% or $145,133 at 6%; with 50% employer match about $145,133 at 4% or $96,756 at 6%; with 100% employer match about $108,850 at 4% or $72,567 at 6%.
200415$526,172$46,971$9,394iApproximate average salary by contribution assumption: employee only about $234,855 at 4% or $156,570 at 6%; with 50% employer match about $156,570 at 4% or $104,380 at 6%; with 100% employer match about $117,428 at 4% or $78,285 at 6%.
Hankinson Wealth Management Inc. 401(K) Profit Sharing Plan-5$526,172$46,971$9,394iApproximate average salary by contribution assumption: employee only about $234,855 at 4% or $156,570 at 6%; with 50% employer match about $156,570 at 4% or $104,380 at 6%; with 100% employer match about $117,428 at 4% or $78,285 at 6%.
200314$423,292$32,149$8,037iApproximate average salary by contribution assumption: employee only about $200,931 at 4% or $133,954 at 6%; with 50% employer match about $133,954 at 4% or $89,303 at 6%; with 100% employer match about $100,466 at 4% or $66,977 at 6%.
Hankinson Wealth Management Inc. 401(K) Profit Sharing Plan-4$423,292$32,149$8,037iApproximate average salary by contribution assumption: employee only about $200,931 at 4% or $133,954 at 6%; with 50% employer match about $133,954 at 4% or $89,303 at 6%; with 100% employer match about $100,466 at 4% or $66,977 at 6%.
200216$255,200$61,398$10,233iApproximate average salary by contribution assumption: employee only about $255,825 at 4% or $170,550 at 6%; with 50% employer match about $170,550 at 4% or $113,700 at 6%; with 100% employer match about $127,913 at 4% or $85,275 at 6%.
Hankinson Wealth Management Inc. 401(K) Profit Sharing Plan-6$255,200$61,398$10,233iApproximate average salary by contribution assumption: employee only about $255,825 at 4% or $170,550 at 6%; with 50% employer match about $170,550 at 4% or $113,700 at 6%; with 100% employer match about $127,913 at 4% or $85,275 at 6%.
200115$228,895$80,653$16,131iApproximate average salary by contribution assumption: employee only about $403,265 at 4% or $268,843 at 6%; with 50% employer match about $268,843 at 4% or $179,229 at 6%; with 100% employer match about $201,633 at 4% or $134,422 at 6%.
Hankinson Wealth Management Inc. 401(K) Profit Sharing Plan-5$228,895$80,653$16,131iApproximate average salary by contribution assumption: employee only about $403,265 at 4% or $268,843 at 6%; with 50% employer match about $268,843 at 4% or $179,229 at 6%; with 100% employer match about $201,633 at 4% or $134,422 at 6%.
200015$789,839$0-
Hankinson Wealth Management Inc. 401(K) Profit Sharing Plan-5$789,839--
199916$1,048,638$40,131$6,689iApproximate average salary by contribution assumption: employee only about $167,213 at 4% or $111,475 at 6%; with 50% employer match about $111,475 at 4% or $74,317 at 6%; with 100% employer match about $83,606 at 4% or $55,738 at 6%.
Hankinson Wealth Management Inc. 401(K) Profit Sharing Plan-6$1,048,638$40,131$6,689iApproximate average salary by contribution assumption: employee only about $167,213 at 4% or $111,475 at 6%; with 50% employer match about $111,475 at 4% or $74,317 at 6%; with 100% employer match about $83,606 at 4% or $55,738 at 6%.