Hargrove & Associates Inc.
Plan context: Hargrove & Associates Inc. 401K Plan and Trust
EIN 72-1352530 • Mobile, AL • 62 filings • 12 plans
Current Snapshot
Latest Year
2024
2024 Participants
2,473
2024 Assets
$250,881,015
2024 Contributions
$40,649,877
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 2,473 | $250,881,015 | $40,649,877 | $16,437iApproximate average salary by contribution assumption: employee only about $410,937 at 4% or $273,958 at 6%; with 50% employer match about $273,958 at 4% or $182,639 at 6%; with 100% employer match about $205,468 at 4% or $136,979 at 6%. |
| Hargrove & Associates Inc. 401K Plan and Trust | - | 2,473 | $250,881,015 | $40,649,877 | $16,437iApproximate average salary by contribution assumption: employee only about $410,937 at 4% or $273,958 at 6%; with 50% employer match about $273,958 at 4% or $182,639 at 6%; with 100% employer match about $205,468 at 4% or $136,979 at 6%. |
| Hargrove & Associates Employee Health Plan | - | 1,728 | - | - | - |
| 2023 | 2 | 2,477 | $203,799,760 | $39,344,684 | $15,884iApproximate average salary by contribution assumption: employee only about $397,100 at 4% or $264,733 at 6%; with 50% employer match about $264,733 at 4% or $176,489 at 6%; with 100% employer match about $198,550 at 4% or $132,367 at 6%. |
| Hargrove & Associates Inc. 401K Plan and Trust | - | 2,477 | $203,799,760 | $39,344,684 | $15,884iApproximate average salary by contribution assumption: employee only about $397,100 at 4% or $264,733 at 6%; with 50% employer match about $264,733 at 4% or $176,489 at 6%; with 100% employer match about $198,550 at 4% or $132,367 at 6%. |
| Hargrove & Associates Employee Health Plan | - | 1,830 | - | - | - |
| 2022 | 3 | 2,151 | $217,446,320 | $36,669,627 | $17,048iApproximate average salary by contribution assumption: employee only about $426,193 at 4% or $284,129 at 6%; with 50% employer match about $284,129 at 4% or $189,419 at 6%; with 100% employer match about $213,096 at 4% or $142,064 at 6%. |
| Hargrove & Associates Inc. 401K Plan and Trust | - | 2,151 | $151,151,787 | $32,838,823 | $15,267iApproximate average salary by contribution assumption: employee only about $381,669 at 4% or $254,446 at 6%; with 50% employer match about $254,446 at 4% or $169,631 at 6%; with 100% employer match about $190,835 at 4% or $127,223 at 6%. |
| Hargrove & Associates Inc. Employee Stock Ownership Plan | - | 1,466 | $66,294,533 | $3,830,804 | $2,613iApproximate average salary by contribution assumption: employee only about $65,327 at 4% or $43,552 at 6%; with 50% employer match about $43,552 at 4% or $29,034 at 6%; with 100% employer match about $32,664 at 4% or $21,776 at 6%. |
| Hargrove & Associates Employee Health Plan | - | 1,696 | - | - | - |
| 2021 | 3 | 2,113 | $215,396,492 | $30,225,995 | $14,305iApproximate average salary by contribution assumption: employee only about $357,619 at 4% or $238,413 at 6%; with 50% employer match about $238,413 at 4% or $158,942 at 6%; with 100% employer match about $178,810 at 4% or $119,206 at 6%. |
| Hargrove & Associates Inc. 401K Plan and Trust | - | 2,113 | $166,729,469 | $26,549,366 | $12,565iApproximate average salary by contribution assumption: employee only about $314,119 at 4% or $209,413 at 6%; with 50% employer match about $209,413 at 4% or $139,609 at 6%; with 100% employer match about $157,060 at 4% or $104,706 at 6%. |
| Hargrove & Associates Inc. Employee Stock Ownership Plan | - | 1,503 | $48,667,023 | $3,676,629 | $2,446iApproximate average salary by contribution assumption: employee only about $61,155 at 4% or $40,770 at 6%; with 50% employer match about $40,770 at 4% or $27,180 at 6%; with 100% employer match about $30,577 at 4% or $20,385 at 6%. |
| Hargrove & Associates Employee Health Plan | - | 1,485 | - | - | - |
| 2020 | 3 | 1,828 | $176,005,501 | $22,202,447 | $12,146iApproximate average salary by contribution assumption: employee only about $303,644 at 4% or $202,429 at 6%; with 50% employer match about $202,429 at 4% or $134,953 at 6%; with 100% employer match about $151,822 at 4% or $101,215 at 6%. |
| Hargrove & Associates Inc. 401K Plan and Trust | - | 1,828 | $132,947,902 | $21,605,018 | $11,819iApproximate average salary by contribution assumption: employee only about $295,473 at 4% or $196,982 at 6%; with 50% employer match about $196,982 at 4% or $131,322 at 6%; with 100% employer match about $147,737 at 4% or $98,491 at 6%. |
| Hargrove & Associates Inc. Employee Stock Ownership Plan | - | 1,466 | $43,057,599 | $597,429 | $408iApproximate average salary by contribution assumption: employee only about $10,188 at 4% or $6,792 at 6%; with 50% employer match about $6,792 at 4% or $4,528 at 6%; with 100% employer match about $5,094 at 4% or $3,396 at 6%. |
| Hargrove & Associates Employee Health Plan | - | 1,799 | - | - | - |
| 2019 | 3 | 2,127 | $158,143,210 | $27,995,473 | $13,162iApproximate average salary by contribution assumption: employee only about $329,049 at 4% or $219,366 at 6%; with 50% employer match about $219,366 at 4% or $146,244 at 6%; with 100% employer match about $164,524 at 4% or $109,683 at 6%. |
| Hargrove & Associates Inc. 401K Plan and Trust | - | 2,127 | $110,345,540 | $24,605,996 | $11,568iApproximate average salary by contribution assumption: employee only about $289,210 at 4% or $192,807 at 6%; with 50% employer match about $192,807 at 4% or $128,538 at 6%; with 100% employer match about $144,605 at 4% or $96,403 at 6%. |
| Hargrove & Associates Inc. Employee Stock Ownership Plan | - | 1,455 | $47,797,670 | $3,389,477 | $2,330iApproximate average salary by contribution assumption: employee only about $58,238 at 4% or $38,826 at 6%; with 50% employer match about $38,826 at 4% or $25,884 at 6%; with 100% employer match about $29,119 at 4% or $19,413 at 6%. |
| Hargrove & Associates Employee Health Plan | - | 1,481 | - | - | - |
| 2018 | 3 | 1,964 | $121,353,409 | $23,147,100 | $11,786iApproximate average salary by contribution assumption: employee only about $294,642 at 4% or $196,428 at 6%; with 50% employer match about $196,428 at 4% or $130,952 at 6%; with 100% employer match about $147,321 at 4% or $98,214 at 6%. |
| Hargrove & Associates Inc. 401K Plan and Trust | - | 1,964 | $75,852,849 | $20,823,019 | $10,602iApproximate average salary by contribution assumption: employee only about $265,059 at 4% or $176,706 at 6%; with 50% employer match about $176,706 at 4% or $117,804 at 6%; with 100% employer match about $132,529 at 4% or $88,353 at 6%. |
| Hargrove & Associates Inc. Employee Stock Ownership Plan | - | 1,052 | $45,500,560 | $2,324,081 | $2,209iApproximate average salary by contribution assumption: employee only about $55,230 at 4% or $36,820 at 6%; with 50% employer match about $36,820 at 4% or $24,547 at 6%; with 100% employer match about $27,615 at 4% or $18,410 at 6%. |
| Hargrove & Associates Employee Health Plan | - | 1,284 | - | - | - |
| 2017 | 3 | 1,590 | $108,052,351 | $15,441,511 | $9,712iApproximate average salary by contribution assumption: employee only about $242,791 at 4% or $161,861 at 6%; with 50% employer match about $161,861 at 4% or $107,907 at 6%; with 100% employer match about $121,396 at 4% or $80,930 at 6%. |
| Hargrove & Associates Inc. 401K Plan and Trust | - | 1,590 | $65,545,952 | $13,578,710 | $8,540iApproximate average salary by contribution assumption: employee only about $213,502 at 4% or $142,334 at 6%; with 50% employer match about $142,334 at 4% or $94,890 at 6%; with 100% employer match about $106,751 at 4% or $71,167 at 6%. |
| Hargrove & Associates Inc. Employee Stock Ownership Plan | - | 873 | $42,506,399 | $1,862,801 | $2,134iApproximate average salary by contribution assumption: employee only about $53,345 at 4% or $35,563 at 6%; with 50% employer match about $35,563 at 4% or $23,709 at 6%; with 100% employer match about $26,672 at 4% or $17,782 at 6%. |
| Hargrove & Associates Employee Health Plan | - | 1,499 | - | - | - |
| 2016 | 3 | 1,123 | $64,626,460 | $11,977,401 | $10,666iApproximate average salary by contribution assumption: employee only about $266,638 at 4% or $177,759 at 6%; with 50% employer match about $177,759 at 4% or $118,506 at 6%; with 100% employer match about $133,319 at 4% or $88,879 at 6%. |
| Hargrove & Associates Inc. 401K Plan and Trust | - | 1,123 | $45,871,766 | $10,464,229 | $9,318iApproximate average salary by contribution assumption: employee only about $232,953 at 4% or $155,302 at 6%; with 50% employer match about $155,302 at 4% or $103,534 at 6%; with 100% employer match about $116,476 at 4% or $77,651 at 6%. |
| Hargrove & Associates Inc. Employee Stock Ownership Plan | - | 680 | $18,754,694 | $1,513,172 | $2,225iApproximate average salary by contribution assumption: employee only about $55,631 at 4% or $37,088 at 6%; with 50% employer match about $37,088 at 4% or $24,725 at 6%; with 100% employer match about $27,816 at 4% or $18,544 at 6%. |
| Hargrove & Associates Employee Health Plan | - | 837 | - | - | - |
| 2015 | 3 | 1,186 | $50,968,576 | $10,299,904 | $8,685iApproximate average salary by contribution assumption: employee only about $217,114 at 4% or $144,743 at 6%; with 50% employer match about $144,743 at 4% or $96,495 at 6%; with 100% employer match about $108,557 at 4% or $72,371 at 6%. |
| Hargrove & Associates Inc. 401K Plan and Trust | - | 1,186 | $35,918,662 | $8,928,630 | $7,528iApproximate average salary by contribution assumption: employee only about $188,209 at 4% or $125,473 at 6%; with 50% employer match about $125,473 at 4% or $83,648 at 6%; with 100% employer match about $94,104 at 4% or $62,736 at 6%. |
| Hargrove & Associates Inc. Employee Stock Ownership Plan | - | 657 | $15,049,914 | $1,371,274 | $2,087iApproximate average salary by contribution assumption: employee only about $52,179 at 4% or $34,786 at 6%; with 50% employer match about $34,786 at 4% or $23,191 at 6%; with 100% employer match about $26,090 at 4% or $17,393 at 6%. |
| Hargrove & Associates Employee Health Plan | - | 810 | - | - | - |
| 2014 | 4 | 919 | $41,456,806 | $7,293,811 | $7,937iApproximate average salary by contribution assumption: employee only about $198,417 at 4% or $132,278 at 6%; with 50% employer match about $132,278 at 4% or $88,185 at 6%; with 100% employer match about $99,209 at 4% or $66,139 at 6%. |
| Hargrove & Associates Inc. 401K Plan and Trust | - | 919 | $28,083,144 | $6,088,369 | $6,625iApproximate average salary by contribution assumption: employee only about $165,625 at 4% or $110,417 at 6%; with 50% employer match about $110,417 at 4% or $73,611 at 6%; with 100% employer match about $82,812 at 4% or $55,208 at 6%. |
| Hargrove & Associates Inc. Employee Stock Ownership Plan | - | 582 | $13,373,662 | $1,205,442 | $2,071iApproximate average salary by contribution assumption: employee only about $51,780 at 4% or $34,520 at 6%; with 50% employer match about $34,520 at 4% or $23,013 at 6%; with 100% employer match about $25,890 at 4% or $17,260 at 6%. |
| HARGROVE & ASSOCIATES LIFE AND DISABILITY PLAN | - | 0 | - | - | - |
| Hargrove & Associates Employee Health Plan | - | 637 | - | - | - |
| 2013 | 4 | 792 | $32,799,325 | $6,036,289 | $7,622iApproximate average salary by contribution assumption: employee only about $190,539 at 4% or $127,026 at 6%; with 50% employer match about $127,026 at 4% or $84,684 at 6%; with 100% employer match about $95,270 at 4% or $63,513 at 6%. |
| Hargrove & Associates Inc. 401K Plan and Trust | - | 792 | $21,569,194 | $5,200,855 | $6,567iApproximate average salary by contribution assumption: employee only about $164,168 at 4% or $109,446 at 6%; with 50% employer match about $109,446 at 4% or $72,964 at 6%; with 100% employer match about $82,084 at 4% or $54,723 at 6%. |
| Hargrove & Associates Inc. Employee Stock Ownership Plan | - | 485 | $11,230,131 | $835,434 | $1,723iApproximate average salary by contribution assumption: employee only about $43,064 at 4% or $28,709 at 6%; with 50% employer match about $28,709 at 4% or $19,139 at 6%; with 100% employer match about $21,532 at 4% or $14,355 at 6%. |
| HARGROVE & ASSOCIATES LIFE AND DISABILITY PLAN | - | 780 | - | - | - |
| Hargrove & Associates Employee Health Plan | - | 614 | - | - | - |
| 2012 | 4 | 704 | $23,499,163 | $4,266,527 | $6,060iApproximate average salary by contribution assumption: employee only about $151,510 at 4% or $101,007 at 6%; with 50% employer match about $101,007 at 4% or $67,338 at 6%; with 100% employer match about $75,755 at 4% or $50,503 at 6%. |
| Hargrove & Associates Inc. 401K Plan and Trust | - | 704 | $14,309,008 | $3,624,678 | $5,149iApproximate average salary by contribution assumption: employee only about $128,717 at 4% or $85,812 at 6%; with 50% employer match about $85,812 at 4% or $57,208 at 6%; with 100% employer match about $64,359 at 4% or $42,906 at 6%. |
| Hargrove & Associates Inc. Employee Stock Ownership Plan | - | 360 | $9,190,155 | $641,849 | $1,783iApproximate average salary by contribution assumption: employee only about $44,573 at 4% or $29,715 at 6%; with 50% employer match about $29,715 at 4% or $19,810 at 6%; with 100% employer match about $22,286 at 4% or $14,858 at 6%. |
| Hargrove & Associates Employee Health Plan | - | 496 | - | - | - |
| HARGROVE & ASSOCIATES LIFE AND DISABILITY PLAN | - | 682 | - | - | - |
| 2011 | 6 | 675 | $10,169,471 | $3,258,919 | $4,828iApproximate average salary by contribution assumption: employee only about $120,701 at 4% or $80,467 at 6%; with 50% employer match about $80,467 at 4% or $53,645 at 6%; with 100% employer match about $60,350 at 4% or $40,234 at 6%. |
| Hargrove & Associates Inc. 401K Plan and Trust | - | 576 | $9,943,914 | $3,033,362 | $5,266iApproximate average salary by contribution assumption: employee only about $131,656 at 4% or $87,771 at 6%; with 50% employer match about $87,771 at 4% or $58,514 at 6%; with 100% employer match about $65,828 at 4% or $43,885 at 6%. |
| Hargrove & Associates Inc. Employee Stock Ownership Plan | - | 247 | $225,557 | $225,557 | $913iApproximate average salary by contribution assumption: employee only about $22,830 at 4% or $15,220 at 6%; with 50% employer match about $15,220 at 4% or $10,147 at 6%; with 100% employer match about $11,415 at 4% or $7,610 at 6%. |
| Hargrove & Associates Employee Health Plan | - | 190 | - | - | - |
| HARGROVE ASSOCIATES LIFE AND DISABILITY PLAN | - | 424 | - | - | - |
| HARGROVE & ASSOCIATES LIFE AND DISABILITY PLAN | - | 675 | - | - | - |
| Hargrove & Associates Employee Health Plan | - | 381 | - | - | - |
| 2010 | 3 | 402 | $7,650,522 | $1,785,422 | $4,441iApproximate average salary by contribution assumption: employee only about $111,034 at 4% or $74,022 at 6%; with 50% employer match about $74,022 at 4% or $49,348 at 6%; with 100% employer match about $55,517 at 4% or $37,011 at 6%. |
| Hargrove & Associates Inc. 401K Plan and Trust | - | 357 | $7,650,522 | $1,785,422 | $5,001iApproximate average salary by contribution assumption: employee only about $125,030 at 4% or $83,353 at 6%; with 50% employer match about $83,353 at 4% or $55,569 at 6%; with 100% employer match about $62,515 at 4% or $41,677 at 6%. |
| HARGROVE ASSOCIATES LIFE AND DISABILITY PLAN | - | 402 | - | - | - |
| Hargrove & Associates Employee Health Plan | - | 289 | - | - | - |
| 2009 | 3 | 408 | $5,653,128 | $1,660,354 | $4,069iApproximate average salary by contribution assumption: employee only about $101,737 at 4% or $67,825 at 6%; with 50% employer match about $67,825 at 4% or $45,217 at 6%; with 100% employer match about $50,869 at 4% or $33,912 at 6%. |
| Hargrove & Associates Inc. 401K Plan and Trust | - | 258 | $5,653,128 | $1,660,354 | $6,435iApproximate average salary by contribution assumption: employee only about $160,887 at 4% or $107,258 at 6%; with 50% employer match about $107,258 at 4% or $71,505 at 6%; with 100% employer match about $80,444 at 4% or $53,629 at 6%. |
| HARGROVE ASSOCIATES LIFE AND DISABILITY PLAN | - | 408 | - | - | - |
| Hargrove & Associates Employee Health Plan | - | 213 | - | - | - |
| 2008 | 1 | 276 | $3,850,425 | $2,149,996 | $7,790iApproximate average salary by contribution assumption: employee only about $194,746 at 4% or $129,831 at 6%; with 50% employer match about $129,831 at 4% or $86,554 at 6%; with 100% employer match about $97,373 at 4% or $64,915 at 6%. |
| Hargrove & Associates Inc. 401K Plan and Trust | - | 276 | $3,850,425 | $2,149,996 | $7,790iApproximate average salary by contribution assumption: employee only about $194,746 at 4% or $129,831 at 6%; with 50% employer match about $129,831 at 4% or $86,554 at 6%; with 100% employer match about $97,373 at 4% or $64,915 at 6%. |
| 2007 | 1 | 211 | $2,681,024 | $1,412,714 | $6,695iApproximate average salary by contribution assumption: employee only about $167,383 at 4% or $111,589 at 6%; with 50% employer match about $111,589 at 4% or $74,393 at 6%; with 100% employer match about $83,692 at 4% or $55,794 at 6%. |
| Hargrove & Associates Inc. 401K Plan and Trust | - | 211 | $2,681,024 | $1,412,714 | $6,695iApproximate average salary by contribution assumption: employee only about $167,383 at 4% or $111,589 at 6%; with 50% employer match about $111,589 at 4% or $74,393 at 6%; with 100% employer match about $83,692 at 4% or $55,794 at 6%. |
| 2006 | 1 | 128 | $1,583,144 | $856,870 | $6,694iApproximate average salary by contribution assumption: employee only about $167,357 at 4% or $111,572 at 6%; with 50% employer match about $111,572 at 4% or $74,381 at 6%; with 100% employer match about $83,679 at 4% or $55,786 at 6%. |
| Hargrove & Associates Inc. 401K Plan and Trust | - | 128 | $1,583,144 | $856,870 | $6,694iApproximate average salary by contribution assumption: employee only about $167,357 at 4% or $111,572 at 6%; with 50% employer match about $111,572 at 4% or $74,381 at 6%; with 100% employer match about $83,679 at 4% or $55,786 at 6%. |
| 2005 | 1 | 102 | $778,621 | $415,188 | $4,070iApproximate average salary by contribution assumption: employee only about $101,762 at 4% or $67,841 at 6%; with 50% employer match about $67,841 at 4% or $45,227 at 6%; with 100% employer match about $50,881 at 4% or $33,921 at 6%. |
| Hargrove & Associates Inc. 401K Plan and Trust | - | 102 | $778,621 | $415,188 | $4,070iApproximate average salary by contribution assumption: employee only about $101,762 at 4% or $67,841 at 6%; with 50% employer match about $67,841 at 4% or $45,227 at 6%; with 100% employer match about $50,881 at 4% or $33,921 at 6%. |
| 2004 | 1 | 48 | $336,916 | $182,071 | $3,793iApproximate average salary by contribution assumption: employee only about $94,829 at 4% or $63,219 at 6%; with 50% employer match about $63,219 at 4% or $42,146 at 6%; with 100% employer match about $47,414 at 4% or $31,610 at 6%. |
| Hargrove & Associates Inc. 401K Plan and Trust | - | 48 | $336,916 | $182,071 | $3,793iApproximate average salary by contribution assumption: employee only about $94,829 at 4% or $63,219 at 6%; with 50% employer match about $63,219 at 4% or $42,146 at 6%; with 100% employer match about $47,414 at 4% or $31,610 at 6%. |
| 2003 | 1 | 33 | $125,910 | $58,352 | $1,768iApproximate average salary by contribution assumption: employee only about $44,206 at 4% or $29,471 at 6%; with 50% employer match about $29,471 at 4% or $19,647 at 6%; with 100% employer match about $22,103 at 4% or $14,735 at 6%. |
| Hargrove & Associates Inc. 401K Plan and Trust | - | 33 | $125,910 | $58,352 | $1,768iApproximate average salary by contribution assumption: employee only about $44,206 at 4% or $29,471 at 6%; with 50% employer match about $29,471 at 4% or $19,647 at 6%; with 100% employer match about $22,103 at 4% or $14,735 at 6%. |
| 2002 | 1 | 9 | $64,565 | $11,116 | $1,235iApproximate average salary by contribution assumption: employee only about $30,878 at 4% or $20,585 at 6%; with 50% employer match about $20,585 at 4% or $13,723 at 6%; with 100% employer match about $15,439 at 4% or $10,293 at 6%. |
| Hargrove & Associates Inc. 401K Plan and Trust | - | 9 | $64,565 | $11,116 | $1,235iApproximate average salary by contribution assumption: employee only about $30,878 at 4% or $20,585 at 6%; with 50% employer match about $20,585 at 4% or $13,723 at 6%; with 100% employer match about $15,439 at 4% or $10,293 at 6%. |
| 2001 | 1 | 8 | $0 | $0 | - |
| Hargrove & Associates Inc. 401K Plan and Trust | - | 8 | - | - | - |
| 2000 | 1 | 10 | $102,402 | $31,163 | $3,116iApproximate average salary by contribution assumption: employee only about $77,908 at 4% or $51,938 at 6%; with 50% employer match about $51,938 at 4% or $34,626 at 6%; with 100% employer match about $38,954 at 4% or $25,969 at 6%. |
| Hargrove & Associates Inc. 401K Plan and Trust | - | 10 | $102,402 | $31,163 | $3,116iApproximate average salary by contribution assumption: employee only about $77,908 at 4% or $51,938 at 6%; with 50% employer match about $51,938 at 4% or $34,626 at 6%; with 100% employer match about $38,954 at 4% or $25,969 at 6%. |
| 1999 | 1 | 15 | $101,422 | $94,210 | $6,281iApproximate average salary by contribution assumption: employee only about $157,017 at 4% or $104,678 at 6%; with 50% employer match about $104,678 at 4% or $69,785 at 6%; with 100% employer match about $78,508 at 4% or $52,339 at 6%. |
| Hargrove & Associates Inc. 401K Plan and Trust | - | 15 | $101,422 | $94,210 | $6,281iApproximate average salary by contribution assumption: employee only about $157,017 at 4% or $104,678 at 6%; with 50% employer match about $104,678 at 4% or $69,785 at 6%; with 100% employer match about $78,508 at 4% or $52,339 at 6%. |