Civic Intelligence

Hale and Hale PLC

Plan context: Hale and Hale PLC 401K Retirement Plan

EIN 62-1762660 • Franklin, TN • 27 filings • 5 plans

3020 Stansberry LaneSuite 100Franklin, TN 37069
Current Snapshot

Latest Year

2023

2023 Participants

12

2023 Assets

$925,745

2023 Contributions

$61,000

Historical Graphs

Total Assets Over Time

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

$2,423,718$1,211,859$0200220132022YearValue
$925,745Latest year 2022

Participants Over Time

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

1370200120122022YearValue
12Latest year 2022

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
202310$0$61,000-
Hale and Hale PLC 401K Retirement Plan-0$0$61,000-
2022112$925,745$0-
Hale and Hale PLC 401K Retirement Plan-12$925,745$0-
2021113$1,310,973$29,804$2,293iApproximate average salary by contribution assumption: employee only about $57,315 at 4% or $38,210 at 6%; with 50% employer match about $38,210 at 4% or $25,474 at 6%; with 100% employer match about $28,658 at 4% or $19,105 at 6%.
Hale and Hale PLC 401K Retirement Plan-13$1,310,973$29,804$2,293iApproximate average salary by contribution assumption: employee only about $57,315 at 4% or $38,210 at 6%; with 50% employer match about $38,210 at 4% or $25,474 at 6%; with 100% employer match about $28,658 at 4% or $19,105 at 6%.
2020112$1,188,642$45,393$3,783iApproximate average salary by contribution assumption: employee only about $94,569 at 4% or $63,046 at 6%; with 50% employer match about $63,046 at 4% or $42,031 at 6%; with 100% employer match about $47,284 at 4% or $31,523 at 6%.
Hale and Hale PLC 401K Retirement Plan-12$1,188,642$45,393$3,783iApproximate average salary by contribution assumption: employee only about $94,569 at 4% or $63,046 at 6%; with 50% employer match about $63,046 at 4% or $42,031 at 6%; with 100% employer match about $47,284 at 4% or $31,523 at 6%.
2019111$1,064,599$44,703$4,064iApproximate average salary by contribution assumption: employee only about $101,598 at 4% or $67,732 at 6%; with 50% employer match about $67,732 at 4% or $45,155 at 6%; with 100% employer match about $50,799 at 4% or $33,866 at 6%.
Hale and Hale PLC 401K Retirement Plan-11$1,064,599$44,703$4,064iApproximate average salary by contribution assumption: employee only about $101,598 at 4% or $67,732 at 6%; with 50% employer match about $67,732 at 4% or $45,155 at 6%; with 100% employer match about $50,799 at 4% or $33,866 at 6%.
2018113$2,328,551$42,218$3,248iApproximate average salary by contribution assumption: employee only about $81,188 at 4% or $54,126 at 6%; with 50% employer match about $54,126 at 4% or $36,084 at 6%; with 100% employer match about $40,594 at 4% or $27,063 at 6%.
Hale and Hale PLC 401K Retirement Plan-13$2,328,551$42,218$3,248iApproximate average salary by contribution assumption: employee only about $81,188 at 4% or $54,126 at 6%; with 50% employer match about $54,126 at 4% or $36,084 at 6%; with 100% employer match about $40,594 at 4% or $27,063 at 6%.
2017113$2,423,718$58,390$4,492iApproximate average salary by contribution assumption: employee only about $112,288 at 4% or $74,859 at 6%; with 50% employer match about $74,859 at 4% or $49,906 at 6%; with 100% employer match about $56,144 at 4% or $37,429 at 6%.
Hale and Hale PLC 401K Retirement Plan-13$2,423,718$58,390$4,492iApproximate average salary by contribution assumption: employee only about $112,288 at 4% or $74,859 at 6%; with 50% employer match about $74,859 at 4% or $49,906 at 6%; with 100% employer match about $56,144 at 4% or $37,429 at 6%.
2016113$2,093,398$41,268$3,174iApproximate average salary by contribution assumption: employee only about $79,362 at 4% or $52,908 at 6%; with 50% employer match about $52,908 at 4% or $35,272 at 6%; with 100% employer match about $39,681 at 4% or $26,454 at 6%.
Hale and Hale PLC 401K Retirement Plan-13$2,093,398$41,268$3,174iApproximate average salary by contribution assumption: employee only about $79,362 at 4% or $52,908 at 6%; with 50% employer match about $52,908 at 4% or $35,272 at 6%; with 100% employer match about $39,681 at 4% or $26,454 at 6%.
2015113$1,942,160$33,786$2,599iApproximate average salary by contribution assumption: employee only about $64,973 at 4% or $43,315 at 6%; with 50% employer match about $43,315 at 4% or $28,877 at 6%; with 100% employer match about $32,487 at 4% or $21,658 at 6%.
Hale and Hale PLC 401K Retirement Plan-13$1,942,160$33,786$2,599iApproximate average salary by contribution assumption: employee only about $64,973 at 4% or $43,315 at 6%; with 50% employer match about $43,315 at 4% or $28,877 at 6%; with 100% employer match about $32,487 at 4% or $21,658 at 6%.
2014112$2,018,038$28,717$2,393iApproximate average salary by contribution assumption: employee only about $59,827 at 4% or $39,885 at 6%; with 50% employer match about $39,885 at 4% or $26,590 at 6%; with 100% employer match about $29,914 at 4% or $19,942 at 6%.
Hale and Hale PLC 401K Retirement Plan-12$2,018,038$28,717$2,393iApproximate average salary by contribution assumption: employee only about $59,827 at 4% or $39,885 at 6%; with 50% employer match about $39,885 at 4% or $26,590 at 6%; with 100% employer match about $29,914 at 4% or $19,942 at 6%.
2013113$1,880,439$27,845$2,142iApproximate average salary by contribution assumption: employee only about $53,548 at 4% or $35,699 at 6%; with 50% employer match about $35,699 at 4% or $23,799 at 6%; with 100% employer match about $26,774 at 4% or $17,849 at 6%.
Hale and Hale PLC 401K Retirement Plan-13$1,880,439$27,845$2,142iApproximate average salary by contribution assumption: employee only about $53,548 at 4% or $35,699 at 6%; with 50% employer match about $35,699 at 4% or $23,799 at 6%; with 100% employer match about $26,774 at 4% or $17,849 at 6%.
2012111$1,760,642$21,914$1,992iApproximate average salary by contribution assumption: employee only about $49,805 at 4% or $33,203 at 6%; with 50% employer match about $33,203 at 4% or $22,135 at 6%; with 100% employer match about $24,902 at 4% or $16,602 at 6%.
Hale and Hale PLC 401K Retirement Plan-11$1,760,642$21,914$1,992iApproximate average salary by contribution assumption: employee only about $49,805 at 4% or $33,203 at 6%; with 50% employer match about $33,203 at 4% or $22,135 at 6%; with 100% employer match about $24,902 at 4% or $16,602 at 6%.
201119$1,542,437$6,187$687iApproximate average salary by contribution assumption: employee only about $17,186 at 4% or $11,457 at 6%; with 50% employer match about $11,457 at 4% or $7,638 at 6%; with 100% employer match about $8,593 at 4% or $5,729 at 6%.
Hale and Hale PLC 401K Retirement Plan-9$1,542,437$6,187$687iApproximate average salary by contribution assumption: employee only about $17,186 at 4% or $11,457 at 6%; with 50% employer match about $11,457 at 4% or $7,638 at 6%; with 100% employer match about $8,593 at 4% or $5,729 at 6%.
2010112$1,630,919$38,828$3,236iApproximate average salary by contribution assumption: employee only about $80,892 at 4% or $53,928 at 6%; with 50% employer match about $53,928 at 4% or $35,952 at 6%; with 100% employer match about $40,446 at 4% or $26,964 at 6%.
Hale and Hale PLC 401K Retirement Plan-12$1,630,919$38,828$3,236iApproximate average salary by contribution assumption: employee only about $80,892 at 4% or $53,928 at 6%; with 50% employer match about $53,928 at 4% or $35,952 at 6%; with 100% employer match about $40,446 at 4% or $26,964 at 6%.
2009213$1,448,258$30,813$2,370iApproximate average salary by contribution assumption: employee only about $59,256 at 4% or $39,504 at 6%; with 50% employer match about $39,504 at 4% or $26,336 at 6%; with 100% employer match about $29,628 at 4% or $19,752 at 6%.
Hale and Hale PLC 401K Retirement Plan-13$1,448,258$30,813$2,370iApproximate average salary by contribution assumption: employee only about $59,256 at 4% or $39,504 at 6%; with 50% employer match about $39,504 at 4% or $26,336 at 6%; with 100% employer match about $29,628 at 4% or $19,752 at 6%.
HALE AND HALE, PLC CASH BALANCE PENSION PLAN-0$0$0-
2008210$1,209,671$71,042$7,104iApproximate average salary by contribution assumption: employee only about $177,605 at 4% or $118,403 at 6%; with 50% employer match about $118,403 at 4% or $78,936 at 6%; with 100% employer match about $88,803 at 4% or $59,202 at 6%.
Hale and Hale PLC 401K Retirement Plan-10$1,209,671$71,042$7,104iApproximate average salary by contribution assumption: employee only about $177,605 at 4% or $118,403 at 6%; with 50% employer match about $118,403 at 4% or $78,936 at 6%; with 100% employer match about $88,803 at 4% or $59,202 at 6%.
HALE AND HALE, PLC CASH BALANCE PENSION PLAN-9---
200729$0$0-
Hale and Hale PLC 401K Retirement Plan-9---
HALE AND HALE, PLC CASH BALANCE PENSION PLAN-9---
2006210$1,833,884$322,514$32,251iApproximate average salary by contribution assumption: employee only about $806,285 at 4% or $537,523 at 6%; with 50% employer match about $537,523 at 4% or $358,349 at 6%; with 100% employer match about $403,143 at 4% or $268,762 at 6%.
Hale and Hale PLC 401K Retirement Plan-10$1,637,394$126,024$12,602iApproximate average salary by contribution assumption: employee only about $315,060 at 4% or $210,040 at 6%; with 50% employer match about $210,040 at 4% or $140,027 at 6%; with 100% employer match about $157,530 at 4% or $105,020 at 6%.
HALE AND HALE, PLC CASH BALANCE PENSION PLAN-8$196,490$196,490$24,561iApproximate average salary by contribution assumption: employee only about $614,031 at 4% or $409,354 at 6%; with 50% employer match about $409,354 at 4% or $272,903 at 6%; with 100% employer match about $307,016 at 4% or $204,677 at 6%.
200518$1,338,042$58,327$7,291iApproximate average salary by contribution assumption: employee only about $182,272 at 4% or $121,515 at 6%; with 50% employer match about $121,515 at 4% or $81,010 at 6%; with 100% employer match about $91,136 at 4% or $60,757 at 6%.
Hale and Hale PLC 401K Retirement Plan-8$1,338,042$58,327$7,291iApproximate average salary by contribution assumption: employee only about $182,272 at 4% or $121,515 at 6%; with 50% employer match about $121,515 at 4% or $81,010 at 6%; with 100% employer match about $91,136 at 4% or $60,757 at 6%.
200418$1,217,200$58,476$7,310iApproximate average salary by contribution assumption: employee only about $182,738 at 4% or $121,825 at 6%; with 50% employer match about $121,825 at 4% or $81,217 at 6%; with 100% employer match about $91,369 at 4% or $60,913 at 6%.
Hale and Hale PLC 401K Retirement Plan-8$1,217,200$58,476$7,310iApproximate average salary by contribution assumption: employee only about $182,738 at 4% or $121,825 at 6%; with 50% employer match about $121,825 at 4% or $81,217 at 6%; with 100% employer match about $91,369 at 4% or $60,913 at 6%.
2003111$1,057,626$54,161$4,924iApproximate average salary by contribution assumption: employee only about $123,093 at 4% or $82,062 at 6%; with 50% employer match about $82,062 at 4% or $54,708 at 6%; with 100% employer match about $61,547 at 4% or $41,031 at 6%.
Hale and Hale PLC 401K Retirement Plan-11$1,057,626$54,161$4,924iApproximate average salary by contribution assumption: employee only about $123,093 at 4% or $82,062 at 6%; with 50% employer match about $82,062 at 4% or $54,708 at 6%; with 100% employer match about $61,547 at 4% or $41,031 at 6%.
2002111$792,083$52,424$4,766iApproximate average salary by contribution assumption: employee only about $119,145 at 4% or $79,430 at 6%; with 50% employer match about $79,430 at 4% or $52,954 at 6%; with 100% employer match about $59,573 at 4% or $39,715 at 6%.
Hale and Hale PLC 401K Retirement Plan-11$792,083$52,424$4,766iApproximate average salary by contribution assumption: employee only about $119,145 at 4% or $79,430 at 6%; with 50% employer match about $79,430 at 4% or $52,954 at 6%; with 100% employer match about $59,573 at 4% or $39,715 at 6%.
2001111$0$0-
HALE & HALE PLC 401K PROFIT SHARING PLAN & TRUST-11---