Civic Intelligence

Hatchett & Fagan Direct Inc.

Plan context: Hatchett & Fagan Direct Inc. 401(K) Plan

EIN 63-1141339 • Birmingham, AL • 18 filings • 2 plans

950 22nd St. NorthSuite 700Birmingham, AL 35203
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,477,507

2024 Contributions

$75,020

Historical Graphs

Total Assets Over Time

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

$1,832,066$916,033$0200820162024YearValue
$1,477,507Latest year 2024

Participants Over Time

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

1050200720162024YearValue
3Latest year 2024

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
202413$1,477,507$75,020$25,007iApproximate average salary by contribution assumption: employee only about $625,167 at 4% or $416,778 at 6%; with 50% employer match about $416,778 at 4% or $277,852 at 6%; with 100% employer match about $312,583 at 4% or $208,389 at 6%.
Hatchett & Fagan Direct Inc. 401(K) Plan-3$1,477,507$75,020$25,007iApproximate average salary by contribution assumption: employee only about $625,167 at 4% or $416,778 at 6%; with 50% employer match about $416,778 at 4% or $277,852 at 6%; with 100% employer match about $312,583 at 4% or $208,389 at 6%.
202313$1,201,862$74,119$24,706iApproximate average salary by contribution assumption: employee only about $617,658 at 4% or $411,772 at 6%; with 50% employer match about $411,772 at 4% or $274,515 at 6%; with 100% employer match about $308,829 at 4% or $205,886 at 6%.
Hatchett & Fagan Direct Inc. 401(K) Plan-3$1,201,862$74,119$24,706iApproximate average salary by contribution assumption: employee only about $617,658 at 4% or $411,772 at 6%; with 50% employer match about $411,772 at 4% or $274,515 at 6%; with 100% employer match about $308,829 at 4% or $205,886 at 6%.
202213$1,553,970$73,985$24,662iApproximate average salary by contribution assumption: employee only about $616,542 at 4% or $411,028 at 6%; with 50% employer match about $411,028 at 4% or $274,019 at 6%; with 100% employer match about $308,271 at 4% or $205,514 at 6%.
Hatchett & Fagan Direct Inc. 401(K) Plan-3$1,553,970$73,985$24,662iApproximate average salary by contribution assumption: employee only about $616,542 at 4% or $411,028 at 6%; with 50% employer match about $411,028 at 4% or $274,019 at 6%; with 100% employer match about $308,271 at 4% or $205,514 at 6%.
202113$1,832,066$71,151$23,717iApproximate average salary by contribution assumption: employee only about $592,925 at 4% or $395,283 at 6%; with 50% employer match about $395,283 at 4% or $263,522 at 6%; with 100% employer match about $296,463 at 4% or $197,642 at 6%.
Hatchett & Fagan Direct Inc. 401(K) Plan-3$1,832,066$71,151$23,717iApproximate average salary by contribution assumption: employee only about $592,925 at 4% or $395,283 at 6%; with 50% employer match about $395,283 at 4% or $263,522 at 6%; with 100% employer match about $296,463 at 4% or $197,642 at 6%.
202013$1,437,696$61,219$20,406iApproximate average salary by contribution assumption: employee only about $510,158 at 4% or $340,106 at 6%; with 50% employer match about $340,106 at 4% or $226,737 at 6%; with 100% employer match about $255,079 at 4% or $170,053 at 6%.
Hatchett & Fagan Direct Inc. 401(K) Plan-3$1,437,696$61,219$20,406iApproximate average salary by contribution assumption: employee only about $510,158 at 4% or $340,106 at 6%; with 50% employer match about $340,106 at 4% or $226,737 at 6%; with 100% employer match about $255,079 at 4% or $170,053 at 6%.
201914$1,351,576$44,424$11,106iApproximate average salary by contribution assumption: employee only about $277,650 at 4% or $185,100 at 6%; with 50% employer match about $185,100 at 4% or $123,400 at 6%; with 100% employer match about $138,825 at 4% or $92,550 at 6%.
Hatchett & Fagan Direct Inc. 401(K) Plan-4$1,351,576$44,424$11,106iApproximate average salary by contribution assumption: employee only about $277,650 at 4% or $185,100 at 6%; with 50% employer match about $185,100 at 4% or $123,400 at 6%; with 100% employer match about $138,825 at 4% or $92,550 at 6%.
201814$1,385,313$42,948$10,737iApproximate average salary by contribution assumption: employee only about $268,425 at 4% or $178,950 at 6%; with 50% employer match about $178,950 at 4% or $119,300 at 6%; with 100% employer match about $134,213 at 4% or $89,475 at 6%.
Hatchett & Fagan Direct Inc. 401(K) Plan-4$1,385,313$42,948$10,737iApproximate average salary by contribution assumption: employee only about $268,425 at 4% or $178,950 at 6%; with 50% employer match about $178,950 at 4% or $119,300 at 6%; with 100% employer match about $134,213 at 4% or $89,475 at 6%.
201714$1,469,747$40,904$10,226iApproximate average salary by contribution assumption: employee only about $255,650 at 4% or $170,433 at 6%; with 50% employer match about $170,433 at 4% or $113,622 at 6%; with 100% employer match about $127,825 at 4% or $85,217 at 6%.
Hatchett & Fagan Direct Inc. 401(K) Plan-4$1,469,747$40,904$10,226iApproximate average salary by contribution assumption: employee only about $255,650 at 4% or $170,433 at 6%; with 50% employer match about $170,433 at 4% or $113,622 at 6%; with 100% employer match about $127,825 at 4% or $85,217 at 6%.
201615$1,432,160$95,077$19,015iApproximate average salary by contribution assumption: employee only about $475,385 at 4% or $316,923 at 6%; with 50% employer match about $316,923 at 4% or $211,282 at 6%; with 100% employer match about $237,693 at 4% or $158,462 at 6%.
Hatchett & Fagan Direct Inc. 401(K) Plan-5$1,432,160$95,077$19,015iApproximate average salary by contribution assumption: employee only about $475,385 at 4% or $316,923 at 6%; with 50% employer match about $316,923 at 4% or $211,282 at 6%; with 100% employer match about $237,693 at 4% or $158,462 at 6%.
201518$1,219,383$97,419$12,177iApproximate average salary by contribution assumption: employee only about $304,434 at 4% or $202,956 at 6%; with 50% employer match about $202,956 at 4% or $135,304 at 6%; with 100% employer match about $152,217 at 4% or $101,478 at 6%.
Hatchett & Fagan Direct Inc. 401(K) Plan-8$1,219,383$97,419$12,177iApproximate average salary by contribution assumption: employee only about $304,434 at 4% or $202,956 at 6%; with 50% employer match about $202,956 at 4% or $135,304 at 6%; with 100% employer match about $152,217 at 4% or $101,478 at 6%.
201418$1,155,978$111,560$13,945iApproximate average salary by contribution assumption: employee only about $348,625 at 4% or $232,417 at 6%; with 50% employer match about $232,417 at 4% or $154,944 at 6%; with 100% employer match about $174,313 at 4% or $116,208 at 6%.
Hatchett & Fagan Direct Inc. 401(K) Plan-8$1,155,978$111,560$13,945iApproximate average salary by contribution assumption: employee only about $348,625 at 4% or $232,417 at 6%; with 50% employer match about $232,417 at 4% or $154,944 at 6%; with 100% employer match about $174,313 at 4% or $116,208 at 6%.
201319$958,778$99,715$11,079iApproximate average salary by contribution assumption: employee only about $276,986 at 4% or $184,657 at 6%; with 50% employer match about $184,657 at 4% or $123,105 at 6%; with 100% employer match about $138,493 at 4% or $92,329 at 6%.
Hatchett & Fagan Direct Inc. 401(K) Plan-9$958,778$99,715$11,079iApproximate average salary by contribution assumption: employee only about $276,986 at 4% or $184,657 at 6%; with 50% employer match about $184,657 at 4% or $123,105 at 6%; with 100% employer match about $138,493 at 4% or $92,329 at 6%.
201218$696,213$99,465$12,433iApproximate average salary by contribution assumption: employee only about $310,828 at 4% or $207,219 at 6%; with 50% employer match about $207,219 at 4% or $138,146 at 6%; with 100% employer match about $155,414 at 4% or $103,609 at 6%.
Hatchett & Fagan Direct Inc. 401(K) Plan-8$696,213$99,465$12,433iApproximate average salary by contribution assumption: employee only about $310,828 at 4% or $207,219 at 6%; with 50% employer match about $207,219 at 4% or $138,146 at 6%; with 100% employer match about $155,414 at 4% or $103,609 at 6%.
201119$549,558$113,618$12,624iApproximate average salary by contribution assumption: employee only about $315,606 at 4% or $210,404 at 6%; with 50% employer match about $210,404 at 4% or $140,269 at 6%; with 100% employer match about $157,803 at 4% or $105,202 at 6%.
Hatchett & Fagan Direct Inc. 401(K) Plan-9$549,558$113,618$12,624iApproximate average salary by contribution assumption: employee only about $315,606 at 4% or $210,404 at 6%; with 50% employer match about $210,404 at 4% or $140,269 at 6%; with 100% employer match about $157,803 at 4% or $105,202 at 6%.
2010110$465,922$95,300$9,530iApproximate average salary by contribution assumption: employee only about $238,250 at 4% or $158,833 at 6%; with 50% employer match about $158,833 at 4% or $105,889 at 6%; with 100% employer match about $119,125 at 4% or $79,417 at 6%.
Hatchett & Fagan Direct Inc. 401(K) Plan-10$465,922$95,300$9,530iApproximate average salary by contribution assumption: employee only about $238,250 at 4% or $158,833 at 6%; with 50% employer match about $158,833 at 4% or $105,889 at 6%; with 100% employer match about $119,125 at 4% or $79,417 at 6%.
200918$324,177$105,119$13,140iApproximate average salary by contribution assumption: employee only about $328,497 at 4% or $218,998 at 6%; with 50% employer match about $218,998 at 4% or $145,999 at 6%; with 100% employer match about $164,248 at 4% or $109,499 at 6%.
Hatchett & Fagan Direct Inc. 401(K) Plan-8$324,177$105,119$13,140iApproximate average salary by contribution assumption: employee only about $328,497 at 4% or $218,998 at 6%; with 50% employer match about $218,998 at 4% or $145,999 at 6%; with 100% employer match about $164,248 at 4% or $109,499 at 6%.
200819$165,939$121,024$13,447iApproximate average salary by contribution assumption: employee only about $336,178 at 4% or $224,119 at 6%; with 50% employer match about $224,119 at 4% or $149,412 at 6%; with 100% employer match about $168,089 at 4% or $112,059 at 6%.
Hatchett & Fagan Direct Inc. 401(K) Plan-9$165,939$121,024$13,447iApproximate average salary by contribution assumption: employee only about $336,178 at 4% or $224,119 at 6%; with 50% employer match about $224,119 at 4% or $149,412 at 6%; with 100% employer match about $168,089 at 4% or $112,059 at 6%.
200719$0$0-
Hatchett & Fagan Direct Inc. 401(K) Plan-9---