Civic Intelligence

Hanson Mcclain Retirement Planning,

Plan context: Hanson Mcclain Retirement Planning Inc., Profit Sharing Plan

EIN 68-0372662 • Roseville, CA • 34 filings • 9 plans

3017 Douglas Blvd.Suite 100Roseville, CA 95661
Current Snapshot

Latest Year

2025

2025 Participants

441

2025 Assets

$76,659,042

2025 Contributions

$11,386,783

Historical Graphs

Total Assets Over Time

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

$76,659,042$38,329,521$0199920132024YearValue
$76,659,042Latest year 2024

Participants Over Time

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

5172590199920122025YearValue
441Latest year 2025

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
20251441$0$0-
Allworth Financial Health and Welfare Plan-441---
20242517$76,659,042$11,386,783$22,025iApproximate average salary by contribution assumption: employee only about $550,618 at 4% or $367,079 at 6%; with 50% employer match about $367,079 at 4% or $244,719 at 6%; with 100% employer match about $275,309 at 4% or $183,539 at 6%.
Hanson Mcclain Retirement Planning Inc., Profit Sharing Plan-517$76,659,042$11,386,783$22,025iApproximate average salary by contribution assumption: employee only about $550,618 at 4% or $367,079 at 6%; with 50% employer match about $367,079 at 4% or $244,719 at 6%; with 100% employer match about $275,309 at 4% or $183,539 at 6%.
Allworth Financial Health and Welfare Plan-507---
20232395$63,108,728$12,222,885$30,944iApproximate average salary by contribution assumption: employee only about $773,600 at 4% or $515,734 at 6%; with 50% employer match about $515,734 at 4% or $343,822 at 6%; with 100% employer match about $386,800 at 4% or $257,867 at 6%.
Hanson Mcclain Retirement Planning Inc., Profit Sharing Plan-395$63,108,728$12,222,885$30,944iApproximate average salary by contribution assumption: employee only about $773,600 at 4% or $515,734 at 6%; with 50% employer match about $515,734 at 4% or $343,822 at 6%; with 100% employer match about $386,800 at 4% or $257,867 at 6%.
Allworth Financial Health and Welfare Plan-387---
20222352$45,795,465$8,222,440$23,359iApproximate average salary by contribution assumption: employee only about $583,980 at 4% or $389,320 at 6%; with 50% employer match about $389,320 at 4% or $259,547 at 6%; with 100% employer match about $291,990 at 4% or $194,660 at 6%.
Hanson Mcclain Retirement Planning Inc., Profit Sharing Plan-352$45,795,465$8,222,440$23,359iApproximate average salary by contribution assumption: employee only about $583,980 at 4% or $389,320 at 6%; with 50% employer match about $389,320 at 4% or $259,547 at 6%; with 100% employer match about $291,990 at 4% or $194,660 at 6%.
Allworth Financial Health and Welfare Plan-142---
20212284$47,534,012$6,221,290$21,906iApproximate average salary by contribution assumption: employee only about $547,649 at 4% or $365,099 at 6%; with 50% employer match about $365,099 at 4% or $243,399 at 6%; with 100% employer match about $273,824 at 4% or $182,550 at 6%.
Hanson Mcclain Retirement Planning Inc., Profit Sharing Plan-284$47,534,012$6,221,290$21,906iApproximate average salary by contribution assumption: employee only about $547,649 at 4% or $365,099 at 6%; with 50% employer match about $365,099 at 4% or $243,399 at 6%; with 100% employer match about $273,824 at 4% or $182,550 at 6%.
Allworth Financial Health and Welfare Plan-238---
20202225$35,838,096$7,142,853$31,746iApproximate average salary by contribution assumption: employee only about $793,650 at 4% or $529,100 at 6%; with 50% employer match about $529,100 at 4% or $352,733 at 6%; with 100% employer match about $396,825 at 4% or $264,550 at 6%.
Hanson Mcclain Retirement Planning Inc., Profit Sharing Plan-225$35,838,096$7,142,853$31,746iApproximate average salary by contribution assumption: employee only about $793,650 at 4% or $529,100 at 6%; with 50% employer match about $529,100 at 4% or $352,733 at 6%; with 100% employer match about $396,825 at 4% or $264,550 at 6%.
Allworth Financial Health and Welfare Plan-122---
20193153$25,650,438$4,323,475$28,258iApproximate average salary by contribution assumption: employee only about $706,450 at 4% or $470,967 at 6%; with 50% employer match about $470,967 at 4% or $313,978 at 6%; with 100% employer match about $353,225 at 4% or $235,483 at 6%.
Hanson Mcclain Retirement Planning Inc., Profit Sharing Plan-153$25,650,438$4,323,475$28,258iApproximate average salary by contribution assumption: employee only about $706,450 at 4% or $470,967 at 6%; with 50% employer match about $470,967 at 4% or $313,978 at 6%; with 100% employer match about $353,225 at 4% or $235,483 at 6%.
ALLWORTH FINANCIAL DENTAL LIFE AD&D DISABILITY EAP AND VOLUNTARY BENEFITS PLAN-0---
ALLWORTH FINANCIAL VISION PLAN-0---
20181148$17,673,830$3,813,589$25,767iApproximate average salary by contribution assumption: employee only about $644,187 at 4% or $429,458 at 6%; with 50% employer match about $429,458 at 4% or $286,305 at 6%; with 100% employer match about $322,094 at 4% or $214,729 at 6%.
Hanson Mcclain Retirement Planning Inc., Profit Sharing Plan-148$17,673,830$3,813,589$25,767iApproximate average salary by contribution assumption: employee only about $644,187 at 4% or $429,458 at 6%; with 50% employer match about $429,458 at 4% or $286,305 at 6%; with 100% employer match about $322,094 at 4% or $214,729 at 6%.
2017170$15,140,991$1,395,067$19,930iApproximate average salary by contribution assumption: employee only about $498,238 at 4% or $332,159 at 6%; with 50% employer match about $332,159 at 4% or $221,439 at 6%; with 100% employer match about $249,119 at 4% or $166,079 at 6%.
Hanson Mcclain Retirement Planning Inc., Profit Sharing Plan-70$15,140,991$1,395,067$19,930iApproximate average salary by contribution assumption: employee only about $498,238 at 4% or $332,159 at 6%; with 50% employer match about $332,159 at 4% or $221,439 at 6%; with 100% employer match about $249,119 at 4% or $166,079 at 6%.
2016170$11,928,406$1,328,658$18,981iApproximate average salary by contribution assumption: employee only about $474,521 at 4% or $316,347 at 6%; with 50% employer match about $316,347 at 4% or $210,898 at 6%; with 100% employer match about $237,260 at 4% or $158,174 at 6%.
Hanson Mcclain Retirement Planning Inc., Profit Sharing Plan-70$11,928,406$1,328,658$18,981iApproximate average salary by contribution assumption: employee only about $474,521 at 4% or $316,347 at 6%; with 50% employer match about $316,347 at 4% or $210,898 at 6%; with 100% employer match about $237,260 at 4% or $158,174 at 6%.
2015168$9,856,756$945,145$13,899iApproximate average salary by contribution assumption: employee only about $347,480 at 4% or $231,653 at 6%; with 50% employer match about $231,653 at 4% or $154,435 at 6%; with 100% employer match about $173,740 at 4% or $115,827 at 6%.
Hanson Mcclain Retirement Planning Inc., Profit Sharing Plan-68$9,856,756$945,145$13,899iApproximate average salary by contribution assumption: employee only about $347,480 at 4% or $231,653 at 6%; with 50% employer match about $231,653 at 4% or $154,435 at 6%; with 100% employer match about $173,740 at 4% or $115,827 at 6%.
2014164$9,325,108$886,757$13,856iApproximate average salary by contribution assumption: employee only about $346,389 at 4% or $230,926 at 6%; with 50% employer match about $230,926 at 4% or $153,951 at 6%; with 100% employer match about $173,195 at 4% or $115,463 at 6%.
Hanson Mcclain Retirement Planning Inc., Profit Sharing Plan-64$9,325,108$886,757$13,856iApproximate average salary by contribution assumption: employee only about $346,389 at 4% or $230,926 at 6%; with 50% employer match about $230,926 at 4% or $153,951 at 6%; with 100% employer match about $173,195 at 4% or $115,463 at 6%.
2013173$8,043,937$792,955$10,862iApproximate average salary by contribution assumption: employee only about $271,560 at 4% or $181,040 at 6%; with 50% employer match about $181,040 at 4% or $120,693 at 6%; with 100% employer match about $135,780 at 4% or $90,520 at 6%.
Hanson Mcclain Retirement Planning Inc., Profit Sharing Plan-73$8,043,937$792,955$10,862iApproximate average salary by contribution assumption: employee only about $271,560 at 4% or $181,040 at 6%; with 50% employer match about $181,040 at 4% or $120,693 at 6%; with 100% employer match about $135,780 at 4% or $90,520 at 6%.
2012176$6,487,153$765,098$10,067iApproximate average salary by contribution assumption: employee only about $251,677 at 4% or $167,785 at 6%; with 50% employer match about $167,785 at 4% or $111,856 at 6%; with 100% employer match about $125,838 at 4% or $83,892 at 6%.
Hanson Mcclain Retirement Planning Inc., Profit Sharing Plan-76$6,487,153$765,098$10,067iApproximate average salary by contribution assumption: employee only about $251,677 at 4% or $167,785 at 6%; with 50% employer match about $167,785 at 4% or $111,856 at 6%; with 100% employer match about $125,838 at 4% or $83,892 at 6%.
2011172$5,120,375$563,611$7,828iApproximate average salary by contribution assumption: employee only about $195,698 at 4% or $130,466 at 6%; with 50% employer match about $130,466 at 4% or $86,977 at 6%; with 100% employer match about $97,849 at 4% or $65,233 at 6%.
Hanson Mcclain Retirement Planning Inc., Profit Sharing Plan-72$5,120,375$563,611$7,828iApproximate average salary by contribution assumption: employee only about $195,698 at 4% or $130,466 at 6%; with 50% employer match about $130,466 at 4% or $86,977 at 6%; with 100% employer match about $97,849 at 4% or $65,233 at 6%.
2010188$4,909,857$593,841$6,748iApproximate average salary by contribution assumption: employee only about $168,705 at 4% or $112,470 at 6%; with 50% employer match about $112,470 at 4% or $74,980 at 6%; with 100% employer match about $84,352 at 4% or $56,235 at 6%.
Hanson Mcclain Retirement Planning Inc., Profit Sharing Plan-88$4,909,857$593,841$6,748iApproximate average salary by contribution assumption: employee only about $168,705 at 4% or $112,470 at 6%; with 50% employer match about $112,470 at 4% or $74,980 at 6%; with 100% employer match about $84,352 at 4% or $56,235 at 6%.
2009152$3,864,589$630,277$12,121iApproximate average salary by contribution assumption: employee only about $303,018 at 4% or $202,012 at 6%; with 50% employer match about $202,012 at 4% or $134,675 at 6%; with 100% employer match about $151,509 at 4% or $101,006 at 6%.
Hanson Mcclain Retirement Planning Inc., Profit Sharing Plan-52$3,864,589$630,277$12,121iApproximate average salary by contribution assumption: employee only about $303,018 at 4% or $202,012 at 6%; with 50% employer match about $202,012 at 4% or $134,675 at 6%; with 100% employer match about $151,509 at 4% or $101,006 at 6%.
2008140$2,788,122$696,468$17,412iApproximate average salary by contribution assumption: employee only about $435,293 at 4% or $290,195 at 6%; with 50% employer match about $290,195 at 4% or $193,463 at 6%; with 100% employer match about $217,646 at 4% or $145,098 at 6%.
Hanson Mcclain Retirement Planning Inc., Profit Sharing Plan-40$2,788,122$696,468$17,412iApproximate average salary by contribution assumption: employee only about $435,293 at 4% or $290,195 at 6%; with 50% employer match about $290,195 at 4% or $193,463 at 6%; with 100% employer match about $217,646 at 4% or $145,098 at 6%.
2007191$0$0-
Hanson Mcclain Retirement Planning Inc., Profit Sharing Plan-91---
2006181$3,137,507$737,900$9,110iApproximate average salary by contribution assumption: employee only about $227,747 at 4% or $151,831 at 6%; with 50% employer match about $151,831 at 4% or $101,221 at 6%; with 100% employer match about $113,873 at 4% or $75,916 at 6%.
Hanson Mcclain Retirement Planning Inc., Profit Sharing Plan-81$3,137,507$737,900$9,110iApproximate average salary by contribution assumption: employee only about $227,747 at 4% or $151,831 at 6%; with 50% employer match about $151,831 at 4% or $101,221 at 6%; with 100% employer match about $113,873 at 4% or $75,916 at 6%.
2005135$2,134,695$441,604$12,617iApproximate average salary by contribution assumption: employee only about $315,431 at 4% or $210,288 at 6%; with 50% employer match about $210,288 at 4% or $140,192 at 6%; with 100% employer match about $157,716 at 4% or $105,144 at 6%.
Hanson Mcclain Retirement Planning Inc., Profit Sharing Plan-35$2,134,695$441,604$12,617iApproximate average salary by contribution assumption: employee only about $315,431 at 4% or $210,288 at 6%; with 50% employer match about $210,288 at 4% or $140,192 at 6%; with 100% employer match about $157,716 at 4% or $105,144 at 6%.
2004132$1,516,456$325,024$10,157iApproximate average salary by contribution assumption: employee only about $253,925 at 4% or $169,283 at 6%; with 50% employer match about $169,283 at 4% or $112,856 at 6%; with 100% employer match about $126,963 at 4% or $84,642 at 6%.
Hanson Mcclain Retirement Planning Inc., Profit Sharing Plan-32$1,516,456$325,024$10,157iApproximate average salary by contribution assumption: employee only about $253,925 at 4% or $169,283 at 6%; with 50% employer match about $169,283 at 4% or $112,856 at 6%; with 100% employer match about $126,963 at 4% or $84,642 at 6%.
2003125$0$0-
Hanson Mcclain Retirement Planning Inc., Profit Sharing Plan-25---
2002121$586,558$199,340$9,492iApproximate average salary by contribution assumption: employee only about $237,310 at 4% or $158,206 at 6%; with 50% employer match about $158,206 at 4% or $105,471 at 6%; with 100% employer match about $118,655 at 4% or $79,103 at 6%.
Hanson Mcclain Retirement Planning Inc., Profit Sharing Plan-21$586,558$199,340$9,492iApproximate average salary by contribution assumption: employee only about $237,310 at 4% or $158,206 at 6%; with 50% employer match about $158,206 at 4% or $105,471 at 6%; with 100% employer match about $118,655 at 4% or $79,103 at 6%.
2001115$0$0-
Hanson Mcclain Retirement Planning Inc., Profit Sharing Plan-15---
2000115$483,011$121,146$8,076iApproximate average salary by contribution assumption: employee only about $201,910 at 4% or $134,607 at 6%; with 50% employer match about $134,607 at 4% or $89,738 at 6%; with 100% employer match about $100,955 at 4% or $67,303 at 6%.
Hanson Mcclain Retirement Planning Inc., Profit Sharing Plan-15$483,011$121,146$8,076iApproximate average salary by contribution assumption: employee only about $201,910 at 4% or $134,607 at 6%; with 50% employer match about $134,607 at 4% or $89,738 at 6%; with 100% employer match about $100,955 at 4% or $67,303 at 6%.
199918$419,908$109,664$13,708iApproximate average salary by contribution assumption: employee only about $342,700 at 4% or $228,467 at 6%; with 50% employer match about $228,467 at 4% or $152,311 at 6%; with 100% employer match about $171,350 at 4% or $114,233 at 6%.
Hanson Mcclain Retirement Planning Inc., Profit Sharing Plan-8$419,908$109,664$13,708iApproximate average salary by contribution assumption: employee only about $342,700 at 4% or $228,467 at 6%; with 50% employer match about $228,467 at 4% or $152,311 at 6%; with 100% employer match about $171,350 at 4% or $114,233 at 6%.