Civic Intelligence

Hakeem, Ellis, Simonelli & Marengo

Plan context: H E & S 401K Plan

EIN 68-0062980 • Stockton, CA • 26 filings • 6 plans

3414 Brookside Road, Suite 100Stockton, CA 95219
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$3,462,937

2024 Contributions

$215,668

Historical Graphs

Total Assets Over Time

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

$3,462,937$1,731,469$0199920132024YearValue
$3,462,937Latest year 2024

Participants Over Time

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

21110199920122024YearValue
14Latest 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
2024114$3,462,937$215,668$15,405iApproximate average salary by contribution assumption: employee only about $385,121 at 4% or $256,748 at 6%; with 50% employer match about $256,748 at 4% or $171,165 at 6%; with 100% employer match about $192,561 at 4% or $128,374 at 6%.
H E & S 401K Plan-14$3,462,937$215,668$15,405iApproximate average salary by contribution assumption: employee only about $385,121 at 4% or $256,748 at 6%; with 50% employer match about $256,748 at 4% or $171,165 at 6%; with 100% employer match about $192,561 at 4% or $128,374 at 6%.
2023115$2,991,252$201,698$13,447iApproximate average salary by contribution assumption: employee only about $336,163 at 4% or $224,109 at 6%; with 50% employer match about $224,109 at 4% or $149,406 at 6%; with 100% employer match about $168,082 at 4% or $112,054 at 6%.
H E & S 401K Plan-15$2,991,252$201,698$13,447iApproximate average salary by contribution assumption: employee only about $336,163 at 4% or $224,109 at 6%; with 50% employer match about $224,109 at 4% or $149,406 at 6%; with 100% employer match about $168,082 at 4% or $112,054 at 6%.
2022116$2,683,517$207,388$12,962iApproximate average salary by contribution assumption: employee only about $324,044 at 4% or $216,029 at 6%; with 50% employer match about $216,029 at 4% or $144,019 at 6%; with 100% employer match about $162,022 at 4% or $108,015 at 6%.
H E & S 401K Plan-16$2,683,517$207,388$12,962iApproximate average salary by contribution assumption: employee only about $324,044 at 4% or $216,029 at 6%; with 50% employer match about $216,029 at 4% or $144,019 at 6%; with 100% employer match about $162,022 at 4% or $108,015 at 6%.
2021116$2,899,536$220,067$13,754iApproximate average salary by contribution assumption: employee only about $343,855 at 4% or $229,236 at 6%; with 50% employer match about $229,236 at 4% or $152,824 at 6%; with 100% employer match about $171,927 at 4% or $114,618 at 6%.
H E & S 401K Plan-16$2,899,536$220,067$13,754iApproximate average salary by contribution assumption: employee only about $343,855 at 4% or $229,236 at 6%; with 50% employer match about $229,236 at 4% or $152,824 at 6%; with 100% employer match about $171,927 at 4% or $114,618 at 6%.
2020114$2,393,640$189,160$13,511iApproximate average salary by contribution assumption: employee only about $337,786 at 4% or $225,190 at 6%; with 50% employer match about $225,190 at 4% or $150,127 at 6%; with 100% employer match about $168,893 at 4% or $112,595 at 6%.
H E & S 401K Plan-14$2,393,640$189,160$13,511iApproximate average salary by contribution assumption: employee only about $337,786 at 4% or $225,190 at 6%; with 50% employer match about $225,190 at 4% or $150,127 at 6%; with 100% employer match about $168,893 at 4% or $112,595 at 6%.
2019115$2,094,184$236,590$15,773iApproximate average salary by contribution assumption: employee only about $394,317 at 4% or $262,878 at 6%; with 50% employer match about $262,878 at 4% or $175,252 at 6%; with 100% employer match about $197,158 at 4% or $131,439 at 6%.
H E & S 401K Plan-15$2,094,184$236,590$15,773iApproximate average salary by contribution assumption: employee only about $394,317 at 4% or $262,878 at 6%; with 50% employer match about $262,878 at 4% or $175,252 at 6%; with 100% employer match about $197,158 at 4% or $131,439 at 6%.
2018115$2,166,450$211,358$14,091iApproximate average salary by contribution assumption: employee only about $352,263 at 4% or $234,842 at 6%; with 50% employer match about $234,842 at 4% or $156,561 at 6%; with 100% employer match about $176,132 at 4% or $117,421 at 6%.
H E & S 401K Plan-15$2,166,450$211,358$14,091iApproximate average salary by contribution assumption: employee only about $352,263 at 4% or $234,842 at 6%; with 50% employer match about $234,842 at 4% or $156,561 at 6%; with 100% employer match about $176,132 at 4% or $117,421 at 6%.
2017114$2,077,680$188,611$13,472iApproximate average salary by contribution assumption: employee only about $336,805 at 4% or $224,537 at 6%; with 50% employer match about $224,537 at 4% or $149,691 at 6%; with 100% employer match about $168,403 at 4% or $112,268 at 6%.
H E & S 401K Plan-14$2,077,680$188,611$13,472iApproximate average salary by contribution assumption: employee only about $336,805 at 4% or $224,537 at 6%; with 50% employer match about $224,537 at 4% or $149,691 at 6%; with 100% employer match about $168,403 at 4% or $112,268 at 6%.
2016114$2,555,831$167,649$11,975iApproximate average salary by contribution assumption: employee only about $299,373 at 4% or $199,582 at 6%; with 50% employer match about $199,582 at 4% or $133,055 at 6%; with 100% employer match about $149,687 at 4% or $99,791 at 6%.
H E & S 401K Plan-14$2,555,831$167,649$11,975iApproximate average salary by contribution assumption: employee only about $299,373 at 4% or $199,582 at 6%; with 50% employer match about $199,582 at 4% or $133,055 at 6%; with 100% employer match about $149,687 at 4% or $99,791 at 6%.
2015114$2,341,687$200,732$14,338iApproximate average salary by contribution assumption: employee only about $358,450 at 4% or $238,967 at 6%; with 50% employer match about $238,967 at 4% or $159,311 at 6%; with 100% employer match about $179,225 at 4% or $119,483 at 6%.
H E & S 401K Plan-14$2,341,687$200,732$14,338iApproximate average salary by contribution assumption: employee only about $358,450 at 4% or $238,967 at 6%; with 50% employer match about $238,967 at 4% or $159,311 at 6%; with 100% employer match about $179,225 at 4% or $119,483 at 6%.
2014115$2,210,175$175,213$11,681iApproximate average salary by contribution assumption: employee only about $292,022 at 4% or $194,681 at 6%; with 50% employer match about $194,681 at 4% or $129,787 at 6%; with 100% employer match about $146,011 at 4% or $97,341 at 6%.
H E & S 401K Plan-15$2,210,175$175,213$11,681iApproximate average salary by contribution assumption: employee only about $292,022 at 4% or $194,681 at 6%; with 50% employer match about $194,681 at 4% or $129,787 at 6%; with 100% employer match about $146,011 at 4% or $97,341 at 6%.
2013117$2,094,792$358,114$21,066iApproximate average salary by contribution assumption: employee only about $526,638 at 4% or $351,092 at 6%; with 50% employer match about $351,092 at 4% or $234,061 at 6%; with 100% employer match about $263,319 at 4% or $175,546 at 6%.
H E & S 401K Plan-17$2,094,792$358,114$21,066iApproximate average salary by contribution assumption: employee only about $526,638 at 4% or $351,092 at 6%; with 50% employer match about $351,092 at 4% or $234,061 at 6%; with 100% employer match about $263,319 at 4% or $175,546 at 6%.
2012115$1,593,545$39,096$2,606iApproximate average salary by contribution assumption: employee only about $65,160 at 4% or $43,440 at 6%; with 50% employer match about $43,440 at 4% or $28,960 at 6%; with 100% employer match about $32,580 at 4% or $21,720 at 6%.
H E & S 401K Plan-15$1,593,545$39,096$2,606iApproximate average salary by contribution assumption: employee only about $65,160 at 4% or $43,440 at 6%; with 50% employer match about $43,440 at 4% or $28,960 at 6%; with 100% employer match about $32,580 at 4% or $21,720 at 6%.
2011116$1,474,863$194,278$12,142iApproximate average salary by contribution assumption: employee only about $303,559 at 4% or $202,373 at 6%; with 50% employer match about $202,373 at 4% or $134,915 at 6%; with 100% employer match about $151,780 at 4% or $101,186 at 6%.
H E & S 401K Plan-16$1,474,863$194,278$12,142iApproximate average salary by contribution assumption: employee only about $303,559 at 4% or $202,373 at 6%; with 50% employer match about $202,373 at 4% or $134,915 at 6%; with 100% employer match about $151,780 at 4% or $101,186 at 6%.
2010121$1,398,278$189,573$9,027iApproximate average salary by contribution assumption: employee only about $225,682 at 4% or $150,455 at 6%; with 50% employer match about $150,455 at 4% or $100,303 at 6%; with 100% employer match about $112,841 at 4% or $75,227 at 6%.
H E & S 401K Plan-21$1,398,278$189,573$9,027iApproximate average salary by contribution assumption: employee only about $225,682 at 4% or $150,455 at 6%; with 50% employer match about $150,455 at 4% or $100,303 at 6%; with 100% employer match about $112,841 at 4% or $75,227 at 6%.
2009121$1,125,049$183,879$8,756iApproximate average salary by contribution assumption: employee only about $218,904 at 4% or $145,936 at 6%; with 50% employer match about $145,936 at 4% or $97,290 at 6%; with 100% employer match about $109,452 at 4% or $72,968 at 6%.
H E & S 401K Plan-21$1,125,049$183,879$8,756iApproximate average salary by contribution assumption: employee only about $218,904 at 4% or $145,936 at 6%; with 50% employer match about $145,936 at 4% or $97,290 at 6%; with 100% employer match about $109,452 at 4% or $72,968 at 6%.
2008113$813,942$176,271$13,559iApproximate average salary by contribution assumption: employee only about $338,983 at 4% or $225,988 at 6%; with 50% employer match about $225,988 at 4% or $150,659 at 6%; with 100% employer match about $169,491 at 4% or $112,994 at 6%.
H E & S 401K Plan-13$813,942$176,271$13,559iApproximate average salary by contribution assumption: employee only about $338,983 at 4% or $225,988 at 6%; with 50% employer match about $225,988 at 4% or $150,659 at 6%; with 100% employer match about $169,491 at 4% or $112,994 at 6%.
2007115$0$0-
H E & S 401K Plan-15---
2006113$851,170$173,695$13,361iApproximate average salary by contribution assumption: employee only about $334,029 at 4% or $222,686 at 6%; with 50% employer match about $222,686 at 4% or $148,457 at 6%; with 100% employer match about $167,014 at 4% or $111,343 at 6%.
H E & S 401K Plan-13$851,170$173,695$13,361iApproximate average salary by contribution assumption: employee only about $334,029 at 4% or $222,686 at 6%; with 50% employer match about $222,686 at 4% or $148,457 at 6%; with 100% employer match about $167,014 at 4% or $111,343 at 6%.
2005115$592,039$108,446$7,230iApproximate average salary by contribution assumption: employee only about $180,743 at 4% or $120,496 at 6%; with 50% employer match about $120,496 at 4% or $80,330 at 6%; with 100% employer match about $90,372 at 4% or $60,248 at 6%.
H E & S 401K Plan-15$592,039$108,446$7,230iApproximate average salary by contribution assumption: employee only about $180,743 at 4% or $120,496 at 6%; with 50% employer match about $120,496 at 4% or $80,330 at 6%; with 100% employer match about $90,372 at 4% or $60,248 at 6%.
2004120$444,349$93,027$4,651iApproximate average salary by contribution assumption: employee only about $116,284 at 4% or $77,523 at 6%; with 50% employer match about $77,523 at 4% or $51,682 at 6%; with 100% employer match about $58,142 at 4% or $38,761 at 6%.
H E & S 401K Plan-20$444,349$93,027$4,651iApproximate average salary by contribution assumption: employee only about $116,284 at 4% or $77,523 at 6%; with 50% employer match about $77,523 at 4% or $51,682 at 6%; with 100% employer match about $58,142 at 4% or $38,761 at 6%.
200310$336,322$74,190-
H E & S 401K Plan-0$336,322$74,190-
2002114$251,544$69,967$4,998iApproximate average salary by contribution assumption: employee only about $124,941 at 4% or $83,294 at 6%; with 50% employer match about $83,294 at 4% or $55,529 at 6%; with 100% employer match about $62,471 at 4% or $41,647 at 6%.
H E & S 401K Plan-14$251,544$69,967$4,998iApproximate average salary by contribution assumption: employee only about $124,941 at 4% or $83,294 at 6%; with 50% employer match about $83,294 at 4% or $55,529 at 6%; with 100% employer match about $62,471 at 4% or $41,647 at 6%.
2001112$0$0-
H E & S 401K Plan-12---
2000112$0$0-
H E & S 401K Plan-12---
1999111$152,663$47,505$4,319iApproximate average salary by contribution assumption: employee only about $107,966 at 4% or $71,977 at 6%; with 50% employer match about $71,977 at 4% or $47,985 at 6%; with 100% employer match about $53,983 at 4% or $35,989 at 6%.
H E & S 401K Plan-11$152,663$47,505$4,319iApproximate average salary by contribution assumption: employee only about $107,966 at 4% or $71,977 at 6%; with 50% employer match about $71,977 at 4% or $47,985 at 6%; with 100% employer match about $53,983 at 4% or $35,989 at 6%.