Hugh Branch Inc.
Plan context: Hugh Branch Inc. 401(K) Trust
EIN 59-0804813 • South Bay, FL • 20 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
18
2025 Assets
$227,084
2025 Contributions
$97,098
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 | 18 | $227,084 | $97,098 | $5,394iApproximate average salary by contribution assumption: employee only about $134,858 at 4% or $89,906 at 6%; with 50% employer match about $89,906 at 4% or $59,937 at 6%; with 100% employer match about $67,429 at 4% or $44,953 at 6%. |
| Hugh Branch Inc. 401(K) Trust | - | 18 | $227,084 | $97,098 | $5,394iApproximate average salary by contribution assumption: employee only about $134,858 at 4% or $89,906 at 6%; with 50% employer match about $89,906 at 4% or $59,937 at 6%; with 100% employer match about $67,429 at 4% or $44,953 at 6%. |
| 2024 | 1 | 32 | $2,105,309 | $148,465 | $4,640iApproximate average salary by contribution assumption: employee only about $115,988 at 4% or $77,326 at 6%; with 50% employer match about $77,326 at 4% or $51,550 at 6%; with 100% employer match about $57,994 at 4% or $38,663 at 6%. |
| Hugh Branch Inc. 401(K) Trust | - | 32 | $2,105,309 | $148,465 | $4,640iApproximate average salary by contribution assumption: employee only about $115,988 at 4% or $77,326 at 6%; with 50% employer match about $77,326 at 4% or $51,550 at 6%; with 100% employer match about $57,994 at 4% or $38,663 at 6%. |
| 2023 | 1 | 33 | $1,781,260 | $130,359 | $3,950iApproximate average salary by contribution assumption: employee only about $98,757 at 4% or $65,838 at 6%; with 50% employer match about $65,838 at 4% or $43,892 at 6%; with 100% employer match about $49,378 at 4% or $32,919 at 6%. |
| Hugh Branch Inc. 401(K) Trust | - | 33 | $1,781,260 | $130,359 | $3,950iApproximate average salary by contribution assumption: employee only about $98,757 at 4% or $65,838 at 6%; with 50% employer match about $65,838 at 4% or $43,892 at 6%; with 100% employer match about $49,378 at 4% or $32,919 at 6%. |
| 2022 | 1 | 34 | $1,496,891 | $141,805 | $4,171iApproximate average salary by contribution assumption: employee only about $104,268 at 4% or $69,512 at 6%; with 50% employer match about $69,512 at 4% or $46,342 at 6%; with 100% employer match about $52,134 at 4% or $34,756 at 6%. |
| Hugh Branch Inc. 401(K) Trust | - | 34 | $1,496,891 | $141,805 | $4,171iApproximate average salary by contribution assumption: employee only about $104,268 at 4% or $69,512 at 6%; with 50% employer match about $69,512 at 4% or $46,342 at 6%; with 100% employer match about $52,134 at 4% or $34,756 at 6%. |
| 2021 | 1 | 37 | $1,802,459 | $161,461 | $4,364iApproximate average salary by contribution assumption: employee only about $109,095 at 4% or $72,730 at 6%; with 50% employer match about $72,730 at 4% or $48,487 at 6%; with 100% employer match about $54,548 at 4% or $36,365 at 6%. |
| Hugh Branch Inc. 401(K) Trust | - | 37 | $1,802,459 | $161,461 | $4,364iApproximate average salary by contribution assumption: employee only about $109,095 at 4% or $72,730 at 6%; with 50% employer match about $72,730 at 4% or $48,487 at 6%; with 100% employer match about $54,548 at 4% or $36,365 at 6%. |
| 2020 | 1 | 38 | $1,970,261 | $151,459 | $3,986iApproximate average salary by contribution assumption: employee only about $99,644 at 4% or $66,429 at 6%; with 50% employer match about $66,429 at 4% or $44,286 at 6%; with 100% employer match about $49,822 at 4% or $33,215 at 6%. |
| Hugh Branch Inc. 401(K) Trust | - | 38 | $1,970,261 | $151,459 | $3,986iApproximate average salary by contribution assumption: employee only about $99,644 at 4% or $66,429 at 6%; with 50% employer match about $66,429 at 4% or $44,286 at 6%; with 100% employer match about $49,822 at 4% or $33,215 at 6%. |
| 2019 | 1 | 39 | $1,738,869 | $162,570 | $4,168iApproximate average salary by contribution assumption: employee only about $104,212 at 4% or $69,474 at 6%; with 50% employer match about $69,474 at 4% or $46,316 at 6%; with 100% employer match about $52,106 at 4% or $34,737 at 6%. |
| Hugh Branch Inc. 401(K) Trust | - | 39 | $1,738,869 | $162,570 | $4,168iApproximate average salary by contribution assumption: employee only about $104,212 at 4% or $69,474 at 6%; with 50% employer match about $69,474 at 4% or $46,316 at 6%; with 100% employer match about $52,106 at 4% or $34,737 at 6%. |
| 2018 | 1 | 49 | $1,542,020 | $191,689 | $3,912iApproximate average salary by contribution assumption: employee only about $97,801 at 4% or $65,200 at 6%; with 50% employer match about $65,200 at 4% or $43,467 at 6%; with 100% employer match about $48,900 at 4% or $32,600 at 6%. |
| Hugh Branch Inc. 401(K) Trust | - | 49 | $1,542,020 | $191,689 | $3,912iApproximate average salary by contribution assumption: employee only about $97,801 at 4% or $65,200 at 6%; with 50% employer match about $65,200 at 4% or $43,467 at 6%; with 100% employer match about $48,900 at 4% or $32,600 at 6%. |
| 2017 | 1 | 52 | $1,602,832 | $221,432 | $4,258iApproximate average salary by contribution assumption: employee only about $106,458 at 4% or $70,972 at 6%; with 50% employer match about $70,972 at 4% or $47,315 at 6%; with 100% employer match about $53,229 at 4% or $35,486 at 6%. |
| Hugh Branch Inc. 401(K) Trust | - | 52 | $1,602,832 | $221,432 | $4,258iApproximate average salary by contribution assumption: employee only about $106,458 at 4% or $70,972 at 6%; with 50% employer match about $70,972 at 4% or $47,315 at 6%; with 100% employer match about $53,229 at 4% or $35,486 at 6%. |
| 2016 | 1 | 42 | $1,239,698 | $171,633 | $4,087iApproximate average salary by contribution assumption: employee only about $102,163 at 4% or $68,108 at 6%; with 50% employer match about $68,108 at 4% or $45,406 at 6%; with 100% employer match about $51,081 at 4% or $34,054 at 6%. |
| Hugh Branch Inc. 401(K) Trust | - | 42 | $1,239,698 | $171,633 | $4,087iApproximate average salary by contribution assumption: employee only about $102,163 at 4% or $68,108 at 6%; with 50% employer match about $68,108 at 4% or $45,406 at 6%; with 100% employer match about $51,081 at 4% or $34,054 at 6%. |
| 2015 | 1 | 43 | $1,048,801 | $126,041 | $2,931iApproximate average salary by contribution assumption: employee only about $73,280 at 4% or $48,853 at 6%; with 50% employer match about $48,853 at 4% or $32,569 at 6%; with 100% employer match about $36,640 at 4% or $24,427 at 6%. |
| Hugh Branch Inc. 401(K) Trust | - | 43 | $1,048,801 | $126,041 | $2,931iApproximate average salary by contribution assumption: employee only about $73,280 at 4% or $48,853 at 6%; with 50% employer match about $48,853 at 4% or $32,569 at 6%; with 100% employer match about $36,640 at 4% or $24,427 at 6%. |
| 2014 | 1 | 49 | $1,236,235 | $141,485 | $2,887iApproximate average salary by contribution assumption: employee only about $72,186 at 4% or $48,124 at 6%; with 50% employer match about $48,124 at 4% or $32,083 at 6%; with 100% employer match about $36,093 at 4% or $24,062 at 6%. |
| Hugh Branch Inc. 401(K) Trust | - | 49 | $1,236,235 | $141,485 | $2,887iApproximate average salary by contribution assumption: employee only about $72,186 at 4% or $48,124 at 6%; with 50% employer match about $48,124 at 4% or $32,083 at 6%; with 100% employer match about $36,093 at 4% or $24,062 at 6%. |
| 2013 | 1 | 40 | $1,113,046 | $113,065 | $2,827iApproximate average salary by contribution assumption: employee only about $70,666 at 4% or $47,110 at 6%; with 50% employer match about $47,110 at 4% or $31,407 at 6%; with 100% employer match about $35,333 at 4% or $23,555 at 6%. |
| Hugh Branch Inc. 401(K) Trust | - | 40 | $1,113,046 | $113,065 | $2,827iApproximate average salary by contribution assumption: employee only about $70,666 at 4% or $47,110 at 6%; with 50% employer match about $47,110 at 4% or $31,407 at 6%; with 100% employer match about $35,333 at 4% or $23,555 at 6%. |
| 2012 | 1 | 41 | $894,784 | $127,745 | $3,116iApproximate average salary by contribution assumption: employee only about $77,893 at 4% or $51,929 at 6%; with 50% employer match about $51,929 at 4% or $34,619 at 6%; with 100% employer match about $38,947 at 4% or $25,964 at 6%. |
| Hugh Branch Inc. 401(K) Trust | - | 41 | $894,784 | $127,745 | $3,116iApproximate average salary by contribution assumption: employee only about $77,893 at 4% or $51,929 at 6%; with 50% employer match about $51,929 at 4% or $34,619 at 6%; with 100% employer match about $38,947 at 4% or $25,964 at 6%. |
| 2011 | 1 | 42 | $792,878 | $154,460 | $3,678iApproximate average salary by contribution assumption: employee only about $91,940 at 4% or $61,294 at 6%; with 50% employer match about $61,294 at 4% or $40,862 at 6%; with 100% employer match about $45,970 at 4% or $30,647 at 6%. |
| Hugh Branch Inc. 401(K) Trust | - | 42 | $792,878 | $154,460 | $3,678iApproximate average salary by contribution assumption: employee only about $91,940 at 4% or $61,294 at 6%; with 50% employer match about $61,294 at 4% or $40,862 at 6%; with 100% employer match about $45,970 at 4% or $30,647 at 6%. |
| 2010 | 1 | 35 | $832,082 | $162,117 | $4,632iApproximate average salary by contribution assumption: employee only about $115,798 at 4% or $77,199 at 6%; with 50% employer match about $77,199 at 4% or $51,466 at 6%; with 100% employer match about $57,899 at 4% or $38,599 at 6%. |
| Hugh Branch Inc. 401(K) Trust | - | 35 | $832,082 | $162,117 | $4,632iApproximate average salary by contribution assumption: employee only about $115,798 at 4% or $77,199 at 6%; with 50% employer match about $77,199 at 4% or $51,466 at 6%; with 100% employer match about $57,899 at 4% or $38,599 at 6%. |
| 2009 | 1 | 27 | $628,123 | $123,959 | $4,591iApproximate average salary by contribution assumption: employee only about $114,777 at 4% or $76,518 at 6%; with 50% employer match about $76,518 at 4% or $51,012 at 6%; with 100% employer match about $57,388 at 4% or $38,259 at 6%. |
| Hugh Branch Inc. 401(K) Trust | - | 27 | $628,123 | $123,959 | $4,591iApproximate average salary by contribution assumption: employee only about $114,777 at 4% or $76,518 at 6%; with 50% employer match about $76,518 at 4% or $51,012 at 6%; with 100% employer match about $57,388 at 4% or $38,259 at 6%. |
| 2008 | 1 | 26 | $395,675 | $78,375 | $3,014iApproximate average salary by contribution assumption: employee only about $75,361 at 4% or $50,240 at 6%; with 50% employer match about $50,240 at 4% or $33,494 at 6%; with 100% employer match about $37,680 at 4% or $25,120 at 6%. |
| Hugh Branch Inc. 401(K) Trust | - | 26 | $395,675 | $78,375 | $3,014iApproximate average salary by contribution assumption: employee only about $75,361 at 4% or $50,240 at 6%; with 50% employer match about $50,240 at 4% or $33,494 at 6%; with 100% employer match about $37,680 at 4% or $25,120 at 6%. |
| 2007 | 1 | 23 | $0 | $0 | - |
| Hugh Branch Inc. 401(K) Trust | - | 23 | - | - | - |
| 2006 | 1 | 17 | $49,768 | $49,718 | $2,925iApproximate average salary by contribution assumption: employee only about $73,115 at 4% or $48,743 at 6%; with 50% employer match about $48,743 at 4% or $32,495 at 6%; with 100% employer match about $36,557 at 4% or $24,372 at 6%. |
| Hugh Branch Inc. 401(K) Trust | - | 17 | $49,768 | $49,718 | $2,925iApproximate average salary by contribution assumption: employee only about $73,115 at 4% or $48,743 at 6%; with 50% employer match about $48,743 at 4% or $32,495 at 6%; with 100% employer match about $36,557 at 4% or $24,372 at 6%. |