Hale & Company, CPA PC.
Plan context: Hale & Company, CPA PC. Employee Retirement Plan
EIN 73-1486189 • 27 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
22
2025 Assets
$2,186,186
2025 Contributions
$119,313
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 22 | $2,186,186 | $119,313 | $5,423iApproximate average salary by contribution assumption: employee only about $135,583 at 4% or $90,389 at 6%; with 50% employer match about $90,389 at 4% or $60,259 at 6%; with 100% employer match about $67,791 at 4% or $45,194 at 6%. |
| Hale & Company, CPA PC. Employee Retirement Plan | - | 22 | $2,186,186 | $119,313 | $5,423iApproximate average salary by contribution assumption: employee only about $135,583 at 4% or $90,389 at 6%; with 50% employer match about $90,389 at 4% or $60,259 at 6%; with 100% employer match about $67,791 at 4% or $45,194 at 6%. |
| 2024 | 1 | 21 | $1,963,138 | $173,266 | $8,251iApproximate average salary by contribution assumption: employee only about $206,269 at 4% or $137,513 at 6%; with 50% employer match about $137,513 at 4% or $91,675 at 6%; with 100% employer match about $103,135 at 4% or $68,756 at 6%. |
| Hale & Company, CPA PC. Employee Retirement Plan | - | 21 | $1,963,138 | $173,266 | $8,251iApproximate average salary by contribution assumption: employee only about $206,269 at 4% or $137,513 at 6%; with 50% employer match about $137,513 at 4% or $91,675 at 6%; with 100% employer match about $103,135 at 4% or $68,756 at 6%. |
| 2023 | 1 | 26 | $2,213,553 | $217,009 | $8,347iApproximate average salary by contribution assumption: employee only about $208,663 at 4% or $139,108 at 6%; with 50% employer match about $139,108 at 4% or $92,739 at 6%; with 100% employer match about $104,331 at 4% or $69,554 at 6%. |
| Hale & Company, CPA PC. Employee Retirement Plan | - | 26 | $2,213,553 | $217,009 | $8,347iApproximate average salary by contribution assumption: employee only about $208,663 at 4% or $139,108 at 6%; with 50% employer match about $139,108 at 4% or $92,739 at 6%; with 100% employer match about $104,331 at 4% or $69,554 at 6%. |
| 2022 | 1 | 22 | $1,799,745 | $164,164 | $7,462iApproximate average salary by contribution assumption: employee only about $186,550 at 4% or $124,367 at 6%; with 50% employer match about $124,367 at 4% or $82,911 at 6%; with 100% employer match about $93,275 at 4% or $62,183 at 6%. |
| Hale & Company, CPA PC. Employee Retirement Plan | - | 22 | $1,799,745 | $164,164 | $7,462iApproximate average salary by contribution assumption: employee only about $186,550 at 4% or $124,367 at 6%; with 50% employer match about $124,367 at 4% or $82,911 at 6%; with 100% employer match about $93,275 at 4% or $62,183 at 6%. |
| 2021 | 1 | 20 | $2,037,700 | $137,734 | $6,887iApproximate average salary by contribution assumption: employee only about $172,168 at 4% or $114,778 at 6%; with 50% employer match about $114,778 at 4% or $76,519 at 6%; with 100% employer match about $86,084 at 4% or $57,389 at 6%. |
| Hale & Company, CPA PC. Employee Retirement Plan | - | 20 | $2,037,700 | $137,734 | $6,887iApproximate average salary by contribution assumption: employee only about $172,168 at 4% or $114,778 at 6%; with 50% employer match about $114,778 at 4% or $76,519 at 6%; with 100% employer match about $86,084 at 4% or $57,389 at 6%. |
| 2020 | 1 | 16 | $1,651,378 | $140,981 | $8,811iApproximate average salary by contribution assumption: employee only about $220,283 at 4% or $146,855 at 6%; with 50% employer match about $146,855 at 4% or $97,903 at 6%; with 100% employer match about $110,141 at 4% or $73,428 at 6%. |
| Hale & Company, CPA PC. Employee Retirement Plan | - | 16 | $1,651,378 | $140,981 | $8,811iApproximate average salary by contribution assumption: employee only about $220,283 at 4% or $146,855 at 6%; with 50% employer match about $146,855 at 4% or $97,903 at 6%; with 100% employer match about $110,141 at 4% or $73,428 at 6%. |
| 2019 | 1 | 16 | $1,275,936 | $129,928 | $8,121iApproximate average salary by contribution assumption: employee only about $203,013 at 4% or $135,342 at 6%; with 50% employer match about $135,342 at 4% or $90,228 at 6%; with 100% employer match about $101,506 at 4% or $67,671 at 6%. |
| Hale & Company, CPA PC. Employee Retirement Plan | - | 16 | $1,275,936 | $129,928 | $8,121iApproximate average salary by contribution assumption: employee only about $203,013 at 4% or $135,342 at 6%; with 50% employer match about $135,342 at 4% or $90,228 at 6%; with 100% employer match about $101,506 at 4% or $67,671 at 6%. |
| 2018 | 1 | 14 | $1,053,178 | $106,769 | $7,626iApproximate average salary by contribution assumption: employee only about $190,659 at 4% or $127,106 at 6%; with 50% employer match about $127,106 at 4% or $84,737 at 6%; with 100% employer match about $95,329 at 4% or $63,553 at 6%. |
| Hale & Company, CPA PC. Employee Retirement Plan | - | 14 | $1,053,178 | $106,769 | $7,626iApproximate average salary by contribution assumption: employee only about $190,659 at 4% or $127,106 at 6%; with 50% employer match about $127,106 at 4% or $84,737 at 6%; with 100% employer match about $95,329 at 4% or $63,553 at 6%. |
| 2017 | 1 | 14 | $1,003,119 | $107,670 | $7,691iApproximate average salary by contribution assumption: employee only about $192,268 at 4% or $128,179 at 6%; with 50% employer match about $128,179 at 4% or $85,452 at 6%; with 100% employer match about $96,134 at 4% or $64,089 at 6%. |
| Hale & Company, CPA PC. Employee Retirement Plan | - | 14 | $1,003,119 | $107,670 | $7,691iApproximate average salary by contribution assumption: employee only about $192,268 at 4% or $128,179 at 6%; with 50% employer match about $128,179 at 4% or $85,452 at 6%; with 100% employer match about $96,134 at 4% or $64,089 at 6%. |
| 2016 | 1 | 14 | $773,912 | $83,835 | $5,988iApproximate average salary by contribution assumption: employee only about $149,705 at 4% or $99,804 at 6%; with 50% employer match about $99,804 at 4% or $66,536 at 6%; with 100% employer match about $74,853 at 4% or $49,902 at 6%. |
| Hale & Company, CPA PC. Employee Retirement Plan | - | 14 | $773,912 | $83,835 | $5,988iApproximate average salary by contribution assumption: employee only about $149,705 at 4% or $99,804 at 6%; with 50% employer match about $99,804 at 4% or $66,536 at 6%; with 100% employer match about $74,853 at 4% or $49,902 at 6%. |
| 2015 | 1 | 13 | $854,198 | $69,467 | $5,344iApproximate average salary by contribution assumption: employee only about $133,590 at 4% or $89,060 at 6%; with 50% employer match about $89,060 at 4% or $59,374 at 6%; with 100% employer match about $66,795 at 4% or $44,530 at 6%. |
| Hale & Company, CPA PC. Employee Retirement Plan | - | 13 | $854,198 | $69,467 | $5,344iApproximate average salary by contribution assumption: employee only about $133,590 at 4% or $89,060 at 6%; with 50% employer match about $89,060 at 4% or $59,374 at 6%; with 100% employer match about $66,795 at 4% or $44,530 at 6%. |
| 2014 | 1 | 0 | $803,298 | $71,996 | - |
| Hale & Company, CPA PC. Employee Retirement Plan | - | 0 | $803,298 | $71,996 | - |
| 2013 | 1 | 14 | $700,562 | $82,391 | $5,885iApproximate average salary by contribution assumption: employee only about $147,127 at 4% or $98,085 at 6%; with 50% employer match about $98,085 at 4% or $65,390 at 6%; with 100% employer match about $73,563 at 4% or $49,042 at 6%. |
| Hale & Company, CPA PC. Employee Retirement Plan | - | 14 | $700,562 | $82,391 | $5,885iApproximate average salary by contribution assumption: employee only about $147,127 at 4% or $98,085 at 6%; with 50% employer match about $98,085 at 4% or $65,390 at 6%; with 100% employer match about $73,563 at 4% or $49,042 at 6%. |
| 2012 | 1 | 12 | $552,737 | $65,512 | $5,459iApproximate average salary by contribution assumption: employee only about $136,483 at 4% or $90,989 at 6%; with 50% employer match about $90,989 at 4% or $60,659 at 6%; with 100% employer match about $68,242 at 4% or $45,494 at 6%. |
| Hale & Company, CPA PC. Employee Retirement Plan | - | 12 | $552,737 | $65,512 | $5,459iApproximate average salary by contribution assumption: employee only about $136,483 at 4% or $90,989 at 6%; with 50% employer match about $90,989 at 4% or $60,659 at 6%; with 100% employer match about $68,242 at 4% or $45,494 at 6%. |
| 2011 | 1 | 11 | $454,859 | $55,405 | $5,037iApproximate average salary by contribution assumption: employee only about $125,920 at 4% or $83,947 at 6%; with 50% employer match about $83,947 at 4% or $55,965 at 6%; with 100% employer match about $62,960 at 4% or $41,973 at 6%. |
| Hale & Company, CPA PC. Employee Retirement Plan | - | 11 | $454,859 | $55,405 | $5,037iApproximate average salary by contribution assumption: employee only about $125,920 at 4% or $83,947 at 6%; with 50% employer match about $83,947 at 4% or $55,965 at 6%; with 100% employer match about $62,960 at 4% or $41,973 at 6%. |
| 2010 | 1 | 9 | $390,120 | $47,347 | $5,261iApproximate average salary by contribution assumption: employee only about $131,519 at 4% or $87,680 at 6%; with 50% employer match about $87,680 at 4% or $58,453 at 6%; with 100% employer match about $65,760 at 4% or $43,840 at 6%. |
| Hale & Company, CPA PC. Employee Retirement Plan | - | 9 | $390,120 | $47,347 | $5,261iApproximate average salary by contribution assumption: employee only about $131,519 at 4% or $87,680 at 6%; with 50% employer match about $87,680 at 4% or $58,453 at 6%; with 100% employer match about $65,760 at 4% or $43,840 at 6%. |
| 2009 | 1 | 8 | $313,865 | $45,580 | $5,698iApproximate average salary by contribution assumption: employee only about $142,438 at 4% or $94,958 at 6%; with 50% employer match about $94,958 at 4% or $63,306 at 6%; with 100% employer match about $71,219 at 4% or $47,479 at 6%. |
| Hale & Company, CPA PC. Employee Retirement Plan | - | 8 | $313,865 | $45,580 | $5,698iApproximate average salary by contribution assumption: employee only about $142,438 at 4% or $94,958 at 6%; with 50% employer match about $94,958 at 4% or $63,306 at 6%; with 100% employer match about $71,219 at 4% or $47,479 at 6%. |
| 2008 | 1 | 9 | $265,527 | $38,417 | $4,269iApproximate average salary by contribution assumption: employee only about $106,714 at 4% or $71,143 at 6%; with 50% employer match about $71,143 at 4% or $47,428 at 6%; with 100% employer match about $53,357 at 4% or $35,571 at 6%. |
| Hale & Company, CPA PC. Employee Retirement Plan | - | 9 | $265,527 | $38,417 | $4,269iApproximate average salary by contribution assumption: employee only about $106,714 at 4% or $71,143 at 6%; with 50% employer match about $71,143 at 4% or $47,428 at 6%; with 100% employer match about $53,357 at 4% or $35,571 at 6%. |
| 2007 | 1 | 0 | $340,419 | $28,395 | - |
| Hale & Company, CPA PC. Employee Retirement Plan | - | 0 | $340,419 | $28,395 | - |
| 2006 | 1 | 6 | $288,247 | $20,821 | $3,470iApproximate average salary by contribution assumption: employee only about $86,754 at 4% or $57,836 at 6%; with 50% employer match about $57,836 at 4% or $38,557 at 6%; with 100% employer match about $43,377 at 4% or $28,918 at 6%. |
| Hale & Company, CPA PC. Employee Retirement Plan | - | 6 | $288,247 | $20,821 | $3,470iApproximate average salary by contribution assumption: employee only about $86,754 at 4% or $57,836 at 6%; with 50% employer match about $57,836 at 4% or $38,557 at 6%; with 100% employer match about $43,377 at 4% or $28,918 at 6%. |
| 2005 | 1 | 8 | $255,910 | $3,434 | $429iApproximate average salary by contribution assumption: employee only about $10,731 at 4% or $7,154 at 6%; with 50% employer match about $7,154 at 4% or $4,769 at 6%; with 100% employer match about $5,366 at 4% or $3,577 at 6%. |
| Hale & Company, CPA PC. Employee Retirement Plan | - | 8 | $255,910 | $3,434 | $429iApproximate average salary by contribution assumption: employee only about $10,731 at 4% or $7,154 at 6%; with 50% employer match about $7,154 at 4% or $4,769 at 6%; with 100% employer match about $5,366 at 4% or $3,577 at 6%. |
| 2004 | 1 | 4 | $245,333 | $5,060 | $1,265iApproximate average salary by contribution assumption: employee only about $31,625 at 4% or $21,083 at 6%; with 50% employer match about $21,083 at 4% or $14,056 at 6%; with 100% employer match about $15,813 at 4% or $10,542 at 6%. |
| Hale & Company, CPA PC. Employee Retirement Plan | - | 4 | $245,333 | $5,060 | $1,265iApproximate average salary by contribution assumption: employee only about $31,625 at 4% or $21,083 at 6%; with 50% employer match about $21,083 at 4% or $14,056 at 6%; with 100% employer match about $15,813 at 4% or $10,542 at 6%. |
| 2003 | 1 | 2 | $231,303 | $0 | - |
| Hale & Company, CPA PC. Employee Retirement Plan | - | 2 | $231,303 | - | - |
| 2002 | 1 | 2 | $193,784 | $0 | - |
| Hale & Company, CPA PC. Employee Retirement Plan | - | 2 | $193,784 | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| Hale & Company, CPA PC. Employee Retirement Plan | - | 2 | - | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| Hale & Company, CPA PC. Employee Retirement Plan | - | 2 | - | - | - |
| 1999 | 1 | 2 | $170,562 | $0 | - |
| Hale & Company, CPA PC. Employee Retirement Plan | - | 2 | $170,562 | - | - |