Civic Intelligence

Hennessy Advisors Inc.

Plan context: Hennessy Advisors Inc. Retirement Trust

EIN 68-0176227 • 25 filings • 4 plans

Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$10,934,961

2024 Contributions

$732,139

Historical Graphs

Total Assets Over Time

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

$10,934,961$5,467,481$0200020122024YearValue
$10,934,961Latest year 2024

Participants Over Time

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

25130200020122024YearValue
18Latest 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
2024118$10,934,961$732,139$40,674iApproximate average salary by contribution assumption: employee only about $1,016,860 at 4% or $677,906 at 6%; with 50% employer match about $677,906 at 4% or $451,938 at 6%; with 100% employer match about $508,430 at 4% or $338,953 at 6%.
Hennessy Advisors Inc. Retirement Trust-18$10,934,961$732,139$40,674iApproximate average salary by contribution assumption: employee only about $1,016,860 at 4% or $677,906 at 6%; with 50% employer match about $677,906 at 4% or $451,938 at 6%; with 100% employer match about $508,430 at 4% or $338,953 at 6%.
2023117$8,787,362$709,130$41,714iApproximate average salary by contribution assumption: employee only about $1,042,838 at 4% or $695,225 at 6%; with 50% employer match about $695,225 at 4% or $463,484 at 6%; with 100% employer match about $521,419 at 4% or $347,613 at 6%.
Hennessy Advisors Inc. Retirement Trust-17$8,787,362$709,130$41,714iApproximate average salary by contribution assumption: employee only about $1,042,838 at 4% or $695,225 at 6%; with 50% employer match about $695,225 at 4% or $463,484 at 6%; with 100% employer match about $521,419 at 4% or $347,613 at 6%.
2022118$7,079,302$632,272$35,126iApproximate average salary by contribution assumption: employee only about $878,156 at 4% or $585,437 at 6%; with 50% employer match about $585,437 at 4% or $390,291 at 6%; with 100% employer match about $439,078 at 4% or $292,719 at 6%.
Hennessy Advisors Inc. Retirement Trust-18$7,079,302$632,272$35,126iApproximate average salary by contribution assumption: employee only about $878,156 at 4% or $585,437 at 6%; with 50% employer match about $585,437 at 4% or $390,291 at 6%; with 100% employer match about $439,078 at 4% or $292,719 at 6%.
2021118$8,002,311$721,604$40,089iApproximate average salary by contribution assumption: employee only about $1,002,228 at 4% or $668,152 at 6%; with 50% employer match about $668,152 at 4% or $445,435 at 6%; with 100% employer match about $501,114 at 4% or $334,076 at 6%.
Hennessy Advisors Inc. Retirement Trust-18$8,002,311$721,604$40,089iApproximate average salary by contribution assumption: employee only about $1,002,228 at 4% or $668,152 at 6%; with 50% employer match about $668,152 at 4% or $445,435 at 6%; with 100% employer match about $501,114 at 4% or $334,076 at 6%.
2020121$7,508,084$610,981$29,094iApproximate average salary by contribution assumption: employee only about $727,358 at 4% or $484,906 at 6%; with 50% employer match about $484,906 at 4% or $323,270 at 6%; with 100% employer match about $363,679 at 4% or $242,453 at 6%.
Hennessy Advisors Inc. Retirement Trust-21$7,508,084$610,981$29,094iApproximate average salary by contribution assumption: employee only about $727,358 at 4% or $484,906 at 6%; with 50% employer match about $484,906 at 4% or $323,270 at 6%; with 100% employer match about $363,679 at 4% or $242,453 at 6%.
2019121$6,257,282$573,567$27,313iApproximate average salary by contribution assumption: employee only about $682,818 at 4% or $455,212 at 6%; with 50% employer match about $455,212 at 4% or $303,475 at 6%; with 100% employer match about $341,409 at 4% or $227,606 at 6%.
Hennessy Advisors Inc. Retirement Trust-21$6,257,282$573,567$27,313iApproximate average salary by contribution assumption: employee only about $682,818 at 4% or $455,212 at 6%; with 50% employer match about $455,212 at 4% or $303,475 at 6%; with 100% employer match about $341,409 at 4% or $227,606 at 6%.
2018123$4,832,927$552,854$24,037iApproximate average salary by contribution assumption: employee only about $600,928 at 4% or $400,619 at 6%; with 50% employer match about $400,619 at 4% or $267,079 at 6%; with 100% employer match about $300,464 at 4% or $200,309 at 6%.
Hennessy Advisors Inc. Retirement Trust-23$4,832,927$552,854$24,037iApproximate average salary by contribution assumption: employee only about $600,928 at 4% or $400,619 at 6%; with 50% employer match about $400,619 at 4% or $267,079 at 6%; with 100% employer match about $300,464 at 4% or $200,309 at 6%.
2017123$5,285,397$564,492$24,543iApproximate average salary by contribution assumption: employee only about $613,578 at 4% or $409,052 at 6%; with 50% employer match about $409,052 at 4% or $272,701 at 6%; with 100% employer match about $306,789 at 4% or $204,526 at 6%.
Hennessy Advisors Inc. Retirement Trust-23$5,285,397$564,492$24,543iApproximate average salary by contribution assumption: employee only about $613,578 at 4% or $409,052 at 6%; with 50% employer match about $409,052 at 4% or $272,701 at 6%; with 100% employer match about $306,789 at 4% or $204,526 at 6%.
2016125$4,019,821$577,484$23,099iApproximate average salary by contribution assumption: employee only about $577,484 at 4% or $384,989 at 6%; with 50% employer match about $384,989 at 4% or $256,660 at 6%; with 100% employer match about $288,742 at 4% or $192,495 at 6%.
Hennessy Advisors Inc. Retirement Trust-25$4,019,821$577,484$23,099iApproximate average salary by contribution assumption: employee only about $577,484 at 4% or $384,989 at 6%; with 50% employer match about $384,989 at 4% or $256,660 at 6%; with 100% employer match about $288,742 at 4% or $192,495 at 6%.
2015121$3,082,844$481,418$22,925iApproximate average salary by contribution assumption: employee only about $573,117 at 4% or $382,078 at 6%; with 50% employer match about $382,078 at 4% or $254,719 at 6%; with 100% employer match about $286,558 at 4% or $191,039 at 6%.
Hennessy Advisors Inc. Retirement Trust-21$3,082,844$481,418$22,925iApproximate average salary by contribution assumption: employee only about $573,117 at 4% or $382,078 at 6%; with 50% employer match about $382,078 at 4% or $254,719 at 6%; with 100% employer match about $286,558 at 4% or $191,039 at 6%.
2014119$2,621,161$402,703$21,195iApproximate average salary by contribution assumption: employee only about $529,872 at 4% or $353,248 at 6%; with 50% employer match about $353,248 at 4% or $235,499 at 6%; with 100% employer match about $264,936 at 4% or $176,624 at 6%.
Hennessy Advisors Inc. Retirement Trust-19$2,621,161$402,703$21,195iApproximate average salary by contribution assumption: employee only about $529,872 at 4% or $353,248 at 6%; with 50% employer match about $353,248 at 4% or $235,499 at 6%; with 100% employer match about $264,936 at 4% or $176,624 at 6%.
2013117$1,994,605$357,582$21,034iApproximate average salary by contribution assumption: employee only about $525,856 at 4% or $350,571 at 6%; with 50% employer match about $350,571 at 4% or $233,714 at 6%; with 100% employer match about $262,928 at 4% or $175,285 at 6%.
Hennessy Advisors Inc. Retirement Trust-17$1,994,605$357,582$21,034iApproximate average salary by contribution assumption: employee only about $525,856 at 4% or $350,571 at 6%; with 50% employer match about $350,571 at 4% or $233,714 at 6%; with 100% employer match about $262,928 at 4% or $175,285 at 6%.
2012122$1,399,534$167,296$7,604iApproximate average salary by contribution assumption: employee only about $190,109 at 4% or $126,739 at 6%; with 50% employer match about $126,739 at 4% or $84,493 at 6%; with 100% employer match about $95,055 at 4% or $63,370 at 6%.
Hennessy Advisors Inc. Retirement Trust-22$1,399,534$167,296$7,604iApproximate average salary by contribution assumption: employee only about $190,109 at 4% or $126,739 at 6%; with 50% employer match about $126,739 at 4% or $84,493 at 6%; with 100% employer match about $95,055 at 4% or $63,370 at 6%.
2011111$1,113,831$203,271$18,479iApproximate average salary by contribution assumption: employee only about $461,980 at 4% or $307,986 at 6%; with 50% employer match about $307,986 at 4% or $205,324 at 6%; with 100% employer match about $230,990 at 4% or $153,993 at 6%.
Hennessy Advisors Inc. Retirement Trust-11$1,113,831$203,271$18,479iApproximate average salary by contribution assumption: employee only about $461,980 at 4% or $307,986 at 6%; with 50% employer match about $307,986 at 4% or $205,324 at 6%; with 100% employer match about $230,990 at 4% or $153,993 at 6%.
2010111$1,082,497$156,988$14,272iApproximate average salary by contribution assumption: employee only about $356,791 at 4% or $237,861 at 6%; with 50% employer match about $237,861 at 4% or $158,574 at 6%; with 100% employer match about $178,395 at 4% or $118,930 at 6%.
Hennessy Advisors Inc. Retirement Trust-11$1,082,497$156,988$14,272iApproximate average salary by contribution assumption: employee only about $356,791 at 4% or $237,861 at 6%; with 50% employer match about $237,861 at 4% or $158,574 at 6%; with 100% employer match about $178,395 at 4% or $118,930 at 6%.
2009114$960,045$188,716$13,480iApproximate average salary by contribution assumption: employee only about $336,993 at 4% or $224,662 at 6%; with 50% employer match about $224,662 at 4% or $149,775 at 6%; with 100% employer match about $168,496 at 4% or $112,331 at 6%.
Hennessy Advisors Inc. Retirement Trust-14$960,045$188,716$13,480iApproximate average salary by contribution assumption: employee only about $336,993 at 4% or $224,662 at 6%; with 50% employer match about $224,662 at 4% or $149,775 at 6%; with 100% employer match about $168,496 at 4% or $112,331 at 6%.
2008114$606,322$185,029$13,216iApproximate average salary by contribution assumption: employee only about $330,409 at 4% or $220,273 at 6%; with 50% employer match about $220,273 at 4% or $146,848 at 6%; with 100% employer match about $165,204 at 4% or $110,136 at 6%.
Hennessy Advisors Inc. Retirement Trust-14$606,322$185,029$13,216iApproximate average salary by contribution assumption: employee only about $330,409 at 4% or $220,273 at 6%; with 50% employer match about $220,273 at 4% or $146,848 at 6%; with 100% employer match about $165,204 at 4% or $110,136 at 6%.
2007113$772,883$189,694$14,592iApproximate average salary by contribution assumption: employee only about $364,796 at 4% or $243,197 at 6%; with 50% employer match about $243,197 at 4% or $162,132 at 6%; with 100% employer match about $182,398 at 4% or $121,599 at 6%.
Hennessy Advisors Inc. Retirement Trust-13$772,883$189,694$14,592iApproximate average salary by contribution assumption: employee only about $364,796 at 4% or $243,197 at 6%; with 50% employer match about $243,197 at 4% or $162,132 at 6%; with 100% employer match about $182,398 at 4% or $121,599 at 6%.
2006114$684,951$169,300$12,093iApproximate average salary by contribution assumption: employee only about $302,321 at 4% or $201,548 at 6%; with 50% employer match about $201,548 at 4% or $134,365 at 6%; with 100% employer match about $151,161 at 4% or $100,774 at 6%.
Hennessy Advisors Inc. Retirement Trust-14$684,951$169,300$12,093iApproximate average salary by contribution assumption: employee only about $302,321 at 4% or $201,548 at 6%; with 50% employer match about $201,548 at 4% or $134,365 at 6%; with 100% employer match about $151,161 at 4% or $100,774 at 6%.
2005113$455,406$96,995$7,461iApproximate average salary by contribution assumption: employee only about $186,529 at 4% or $124,353 at 6%; with 50% employer match about $124,353 at 4% or $82,902 at 6%; with 100% employer match about $93,264 at 4% or $62,176 at 6%.
Hennessy Advisors Inc. Retirement Trust-13$455,406$96,995$7,461iApproximate average salary by contribution assumption: employee only about $186,529 at 4% or $124,353 at 6%; with 50% employer match about $124,353 at 4% or $82,902 at 6%; with 100% employer match about $93,264 at 4% or $62,176 at 6%.
2004111$331,058$88,926$8,084iApproximate average salary by contribution assumption: employee only about $202,105 at 4% or $134,736 at 6%; with 50% employer match about $134,736 at 4% or $89,824 at 6%; with 100% employer match about $101,052 at 4% or $67,368 at 6%.
Hennessy Advisors Inc. Retirement Trust-11$331,058$88,926$8,084iApproximate average salary by contribution assumption: employee only about $202,105 at 4% or $134,736 at 6%; with 50% employer match about $134,736 at 4% or $89,824 at 6%; with 100% employer match about $101,052 at 4% or $67,368 at 6%.
2003110$201,832$68,500$6,850iApproximate average salary by contribution assumption: employee only about $171,250 at 4% or $114,167 at 6%; with 50% employer match about $114,167 at 4% or $76,111 at 6%; with 100% employer match about $85,625 at 4% or $57,083 at 6%.
Hennessy Advisors Inc. Retirement Trust-10$201,832$68,500$6,850iApproximate average salary by contribution assumption: employee only about $171,250 at 4% or $114,167 at 6%; with 50% employer match about $114,167 at 4% or $76,111 at 6%; with 100% employer match about $85,625 at 4% or $57,083 at 6%.
200219$84,571$47,621$5,291iApproximate average salary by contribution assumption: employee only about $132,281 at 4% or $88,187 at 6%; with 50% employer match about $88,187 at 4% or $58,791 at 6%; with 100% employer match about $66,140 at 4% or $44,094 at 6%.
Hennessy Advisors Inc. Retirement Trust-9$84,571$47,621$5,291iApproximate average salary by contribution assumption: employee only about $132,281 at 4% or $88,187 at 6%; with 50% employer match about $88,187 at 4% or $58,791 at 6%; with 100% employer match about $66,140 at 4% or $44,094 at 6%.
200118$42,432$26,883$3,360iApproximate average salary by contribution assumption: employee only about $84,009 at 4% or $56,006 at 6%; with 50% employer match about $56,006 at 4% or $37,338 at 6%; with 100% employer match about $42,005 at 4% or $28,003 at 6%.
Hennessy Advisors Inc. Retirement Trust-8$42,432$26,883$3,360iApproximate average salary by contribution assumption: employee only about $84,009 at 4% or $56,006 at 6%; with 50% employer match about $56,006 at 4% or $37,338 at 6%; with 100% employer match about $42,005 at 4% or $28,003 at 6%.
200018$13,120$12,874$1,609iApproximate average salary by contribution assumption: employee only about $40,231 at 4% or $26,821 at 6%; with 50% employer match about $26,821 at 4% or $17,881 at 6%; with 100% employer match about $20,116 at 4% or $13,410 at 6%.
Hennessy Advisors Inc. Retirement Trust-8$13,120$12,874$1,609iApproximate average salary by contribution assumption: employee only about $40,231 at 4% or $26,821 at 6%; with 50% employer match about $26,821 at 4% or $17,881 at 6%; with 100% employer match about $20,116 at 4% or $13,410 at 6%.
Hennessy Advisors Inc. | EIN 68-0176227 | 2024 Form 5500 Company Profile