Hhm Wealth Advisors LLC
Plan context: Hhm Wealth Advisors LLC 401(K) Plan
EIN 62-1783502 • Chattanooga, TN • 18 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
19
2025 Assets
$3,031,646
2025 Contributions
$5,594
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 | 0 | $0 | $5,594 | - |
| Hhm Wealth Advisors LLC 401(K) Plan | - | 0 | $0 | $5,594 | - |
| 2024 | 1 | 19 | $3,031,646 | $215,860 | $11,361iApproximate average salary by contribution assumption: employee only about $284,026 at 4% or $189,351 at 6%; with 50% employer match about $189,351 at 4% or $126,234 at 6%; with 100% employer match about $142,013 at 4% or $94,675 at 6%. |
| Hhm Wealth Advisors LLC 401(K) Plan | - | 19 | $3,031,646 | $215,860 | $11,361iApproximate average salary by contribution assumption: employee only about $284,026 at 4% or $189,351 at 6%; with 50% employer match about $189,351 at 4% or $126,234 at 6%; with 100% employer match about $142,013 at 4% or $94,675 at 6%. |
| 2023 | 1 | 18 | $2,464,829 | $192,987 | $10,722iApproximate average salary by contribution assumption: employee only about $268,038 at 4% or $178,692 at 6%; with 50% employer match about $178,692 at 4% or $119,128 at 6%; with 100% employer match about $134,019 at 4% or $89,346 at 6%. |
| Hhm Wealth Advisors LLC 401(K) Plan | - | 18 | $2,464,829 | $192,987 | $10,722iApproximate average salary by contribution assumption: employee only about $268,038 at 4% or $178,692 at 6%; with 50% employer match about $178,692 at 4% or $119,128 at 6%; with 100% employer match about $134,019 at 4% or $89,346 at 6%. |
| 2022 | 1 | 17 | $1,901,208 | $164,861 | $9,698iApproximate average salary by contribution assumption: employee only about $242,443 at 4% or $161,628 at 6%; with 50% employer match about $161,628 at 4% or $107,752 at 6%; with 100% employer match about $121,221 at 4% or $80,814 at 6%. |
| Hhm Wealth Advisors LLC 401(K) Plan | - | 17 | $1,901,208 | $164,861 | $9,698iApproximate average salary by contribution assumption: employee only about $242,443 at 4% or $161,628 at 6%; with 50% employer match about $161,628 at 4% or $107,752 at 6%; with 100% employer match about $121,221 at 4% or $80,814 at 6%. |
| 2021 | 1 | 15 | $2,111,796 | $306,134 | $20,409iApproximate average salary by contribution assumption: employee only about $510,223 at 4% or $340,149 at 6%; with 50% employer match about $340,149 at 4% or $226,766 at 6%; with 100% employer match about $255,112 at 4% or $170,074 at 6%. |
| Hhm Wealth Advisors LLC 401(K) Plan | - | 15 | $2,111,796 | $306,134 | $20,409iApproximate average salary by contribution assumption: employee only about $510,223 at 4% or $340,149 at 6%; with 50% employer match about $340,149 at 4% or $226,766 at 6%; with 100% employer match about $255,112 at 4% or $170,074 at 6%. |
| 2020 | 1 | 14 | $1,518,581 | $154,290 | $11,021iApproximate average salary by contribution assumption: employee only about $275,518 at 4% or $183,679 at 6%; with 50% employer match about $183,679 at 4% or $122,452 at 6%; with 100% employer match about $137,759 at 4% or $91,839 at 6%. |
| Hhm Wealth Advisors LLC 401(K) Plan | - | 14 | $1,518,581 | $154,290 | $11,021iApproximate average salary by contribution assumption: employee only about $275,518 at 4% or $183,679 at 6%; with 50% employer match about $183,679 at 4% or $122,452 at 6%; with 100% employer match about $137,759 at 4% or $91,839 at 6%. |
| 2019 | 1 | 13 | $2,401,707 | $130,568 | $10,044iApproximate average salary by contribution assumption: employee only about $251,092 at 4% or $167,395 at 6%; with 50% employer match about $167,395 at 4% or $111,597 at 6%; with 100% employer match about $125,546 at 4% or $83,697 at 6%. |
| Hhm Wealth Advisors LLC 401(K) Plan | - | 13 | $2,401,707 | $130,568 | $10,044iApproximate average salary by contribution assumption: employee only about $251,092 at 4% or $167,395 at 6%; with 50% employer match about $167,395 at 4% or $111,597 at 6%; with 100% employer match about $125,546 at 4% or $83,697 at 6%. |
| 2018 | 1 | 11 | $1,940,515 | $133,143 | $12,104iApproximate average salary by contribution assumption: employee only about $302,598 at 4% or $201,732 at 6%; with 50% employer match about $201,732 at 4% or $134,488 at 6%; with 100% employer match about $151,299 at 4% or $100,866 at 6%. |
| Hhm Wealth Advisors LLC 401(K) Plan | - | 11 | $1,940,515 | $133,143 | $12,104iApproximate average salary by contribution assumption: employee only about $302,598 at 4% or $201,732 at 6%; with 50% employer match about $201,732 at 4% or $134,488 at 6%; with 100% employer match about $151,299 at 4% or $100,866 at 6%. |
| 2017 | 1 | 12 | $1,964,430 | $116,802 | $9,734iApproximate average salary by contribution assumption: employee only about $243,338 at 4% or $162,225 at 6%; with 50% employer match about $162,225 at 4% or $108,150 at 6%; with 100% employer match about $121,669 at 4% or $81,113 at 6%. |
| Hhm Wealth Advisors LLC 401(K) Plan | - | 12 | $1,964,430 | $116,802 | $9,734iApproximate average salary by contribution assumption: employee only about $243,338 at 4% or $162,225 at 6%; with 50% employer match about $162,225 at 4% or $108,150 at 6%; with 100% employer match about $121,669 at 4% or $81,113 at 6%. |
| 2016 | 1 | 11 | $894,630 | $117,550 | $10,686iApproximate average salary by contribution assumption: employee only about $267,159 at 4% or $178,106 at 6%; with 50% employer match about $178,106 at 4% or $118,737 at 6%; with 100% employer match about $133,580 at 4% or $89,053 at 6%. |
| Hhm Wealth Advisors LLC 401(K) Plan | - | 11 | $894,630 | $117,550 | $10,686iApproximate average salary by contribution assumption: employee only about $267,159 at 4% or $178,106 at 6%; with 50% employer match about $178,106 at 4% or $118,737 at 6%; with 100% employer match about $133,580 at 4% or $89,053 at 6%. |
| 2015 | 1 | 10 | $765,879 | $124,727 | $12,473iApproximate average salary by contribution assumption: employee only about $311,818 at 4% or $207,878 at 6%; with 50% employer match about $207,878 at 4% or $138,586 at 6%; with 100% employer match about $155,909 at 4% or $103,939 at 6%. |
| Hhm Wealth Advisors LLC 401(K) Plan | - | 10 | $765,879 | $124,727 | $12,473iApproximate average salary by contribution assumption: employee only about $311,818 at 4% or $207,878 at 6%; with 50% employer match about $207,878 at 4% or $138,586 at 6%; with 100% employer match about $155,909 at 4% or $103,939 at 6%. |
| 2014 | 1 | 8 | $778,594 | $216,881 | $27,110iApproximate average salary by contribution assumption: employee only about $677,753 at 4% or $451,835 at 6%; with 50% employer match about $451,835 at 4% or $301,224 at 6%; with 100% employer match about $338,877 at 4% or $225,918 at 6%. |
| Hhm Wealth Advisors LLC 401(K) Plan | - | 8 | $778,594 | $216,881 | $27,110iApproximate average salary by contribution assumption: employee only about $677,753 at 4% or $451,835 at 6%; with 50% employer match about $451,835 at 4% or $301,224 at 6%; with 100% employer match about $338,877 at 4% or $225,918 at 6%. |
| 2013 | 1 | 8 | $544,316 | $101,640 | $12,705iApproximate average salary by contribution assumption: employee only about $317,625 at 4% or $211,750 at 6%; with 50% employer match about $211,750 at 4% or $141,167 at 6%; with 100% employer match about $158,813 at 4% or $105,875 at 6%. |
| Hhm Wealth Advisors LLC 401(K) Plan | - | 8 | $544,316 | $101,640 | $12,705iApproximate average salary by contribution assumption: employee only about $317,625 at 4% or $211,750 at 6%; with 50% employer match about $211,750 at 4% or $141,167 at 6%; with 100% employer match about $158,813 at 4% or $105,875 at 6%. |
| 2012 | 1 | 6 | $383,110 | $93,365 | $15,561iApproximate average salary by contribution assumption: employee only about $389,021 at 4% or $259,347 at 6%; with 50% employer match about $259,347 at 4% or $172,898 at 6%; with 100% employer match about $194,510 at 4% or $129,674 at 6%. |
| Hhm Wealth Advisors LLC 401(K) Plan | - | 6 | $383,110 | $93,365 | $15,561iApproximate average salary by contribution assumption: employee only about $389,021 at 4% or $259,347 at 6%; with 50% employer match about $259,347 at 4% or $172,898 at 6%; with 100% employer match about $194,510 at 4% or $129,674 at 6%. |
| 2011 | 1 | 6 | $259,098 | $90,517 | $15,086iApproximate average salary by contribution assumption: employee only about $377,154 at 4% or $251,436 at 6%; with 50% employer match about $251,436 at 4% or $167,624 at 6%; with 100% employer match about $188,577 at 4% or $125,718 at 6%. |
| Hhm Wealth Advisors LLC 401(K) Plan | - | 6 | $259,098 | $90,517 | $15,086iApproximate average salary by contribution assumption: employee only about $377,154 at 4% or $251,436 at 6%; with 50% employer match about $251,436 at 4% or $167,624 at 6%; with 100% employer match about $188,577 at 4% or $125,718 at 6%. |
| 2010 | 1 | 4 | $696,721 | $68,692 | $17,173iApproximate average salary by contribution assumption: employee only about $429,325 at 4% or $286,217 at 6%; with 50% employer match about $286,217 at 4% or $190,811 at 6%; with 100% employer match about $214,663 at 4% or $143,108 at 6%. |
| Hhm Wealth Advisors LLC 401(K) Plan | - | 4 | $696,721 | $68,692 | $17,173iApproximate average salary by contribution assumption: employee only about $429,325 at 4% or $286,217 at 6%; with 50% employer match about $286,217 at 4% or $190,811 at 6%; with 100% employer match about $214,663 at 4% or $143,108 at 6%. |
| 2009 | 1 | 5 | $559,148 | $127,088 | $25,418iApproximate average salary by contribution assumption: employee only about $635,440 at 4% or $423,627 at 6%; with 50% employer match about $423,627 at 4% or $282,418 at 6%; with 100% employer match about $317,720 at 4% or $211,813 at 6%. |
| Hhm Wealth Advisors LLC 401(K) Plan | - | 5 | $559,148 | $127,088 | $25,418iApproximate average salary by contribution assumption: employee only about $635,440 at 4% or $423,627 at 6%; with 50% employer match about $423,627 at 4% or $282,418 at 6%; with 100% employer match about $317,720 at 4% or $211,813 at 6%. |
| 2008 | 1 | 8 | $649,794 | $89,848 | $11,231iApproximate average salary by contribution assumption: employee only about $280,775 at 4% or $187,183 at 6%; with 50% employer match about $187,183 at 4% or $124,789 at 6%; with 100% employer match about $140,388 at 4% or $93,592 at 6%. |
| Hhm Wealth Advisors LLC 401(K) Plan | - | 8 | $649,794 | $89,848 | $11,231iApproximate average salary by contribution assumption: employee only about $280,775 at 4% or $187,183 at 6%; with 50% employer match about $187,183 at 4% or $124,789 at 6%; with 100% employer match about $140,388 at 4% or $93,592 at 6%. |