Hoak and Co.
Plan context: Hoak and Co. 401(K) Plan
EIN 75-2574026 • Dallas, TX • 12 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$2,784,247
2024 Contributions
$122,873
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 | 1 | 9 | $2,784,247 | $122,873 | $13,653iApproximate average salary by contribution assumption: employee only about $341,314 at 4% or $227,543 at 6%; with 50% employer match about $227,543 at 4% or $151,695 at 6%; with 100% employer match about $170,657 at 4% or $113,771 at 6%. |
| Hoak and Co. 401(K) Plan | - | 9 | $2,784,247 | $122,873 | $13,653iApproximate average salary by contribution assumption: employee only about $341,314 at 4% or $227,543 at 6%; with 50% employer match about $227,543 at 4% or $151,695 at 6%; with 100% employer match about $170,657 at 4% or $113,771 at 6%. |
| 2023 | 1 | 10 | $2,408,075 | $112,125 | $11,213iApproximate average salary by contribution assumption: employee only about $280,313 at 4% or $186,875 at 6%; with 50% employer match about $186,875 at 4% or $124,583 at 6%; with 100% employer match about $140,156 at 4% or $93,438 at 6%. |
| Hoak and Co. 401(K) Plan | - | 10 | $2,408,075 | $112,125 | $11,213iApproximate average salary by contribution assumption: employee only about $280,313 at 4% or $186,875 at 6%; with 50% employer match about $186,875 at 4% or $124,583 at 6%; with 100% employer match about $140,156 at 4% or $93,438 at 6%. |
| 2022 | 1 | 9 | $2,229,214 | $133,300 | $14,811iApproximate average salary by contribution assumption: employee only about $370,278 at 4% or $246,852 at 6%; with 50% employer match about $246,852 at 4% or $164,568 at 6%; with 100% employer match about $185,139 at 4% or $123,426 at 6%. |
| Hoak and Co. 401(K) Plan | - | 9 | $2,229,214 | $133,300 | $14,811iApproximate average salary by contribution assumption: employee only about $370,278 at 4% or $246,852 at 6%; with 50% employer match about $246,852 at 4% or $164,568 at 6%; with 100% employer match about $185,139 at 4% or $123,426 at 6%. |
| 2021 | 1 | 10 | $3,114,658 | $123,880 | $12,388iApproximate average salary by contribution assumption: employee only about $309,700 at 4% or $206,467 at 6%; with 50% employer match about $206,467 at 4% or $137,644 at 6%; with 100% employer match about $154,850 at 4% or $103,233 at 6%. |
| Hoak and Co. 401(K) Plan | - | 10 | $3,114,658 | $123,880 | $12,388iApproximate average salary by contribution assumption: employee only about $309,700 at 4% or $206,467 at 6%; with 50% employer match about $206,467 at 4% or $137,644 at 6%; with 100% employer match about $154,850 at 4% or $103,233 at 6%. |
| 2020 | 1 | 10 | $2,671,567 | $177,406 | $17,741iApproximate average salary by contribution assumption: employee only about $443,515 at 4% or $295,677 at 6%; with 50% employer match about $295,677 at 4% or $197,118 at 6%; with 100% employer match about $221,757 at 4% or $147,838 at 6%. |
| Hoak and Co. 401(K) Plan | - | 10 | $2,671,567 | $177,406 | $17,741iApproximate average salary by contribution assumption: employee only about $443,515 at 4% or $295,677 at 6%; with 50% employer match about $295,677 at 4% or $197,118 at 6%; with 100% employer match about $221,757 at 4% or $147,838 at 6%. |
| 2019 | 1 | 10 | $2,192,471 | $144,113 | $14,411iApproximate average salary by contribution assumption: employee only about $360,283 at 4% or $240,188 at 6%; with 50% employer match about $240,188 at 4% or $160,126 at 6%; with 100% employer match about $180,141 at 4% or $120,094 at 6%. |
| Hoak and Co. 401(K) Plan | - | 10 | $2,192,471 | $144,113 | $14,411iApproximate average salary by contribution assumption: employee only about $360,283 at 4% or $240,188 at 6%; with 50% employer match about $240,188 at 4% or $160,126 at 6%; with 100% employer match about $180,141 at 4% or $120,094 at 6%. |
| 2018 | 1 | 10 | $1,677,531 | $170,895 | $17,090iApproximate average salary by contribution assumption: employee only about $427,238 at 4% or $284,825 at 6%; with 50% employer match about $284,825 at 4% or $189,883 at 6%; with 100% employer match about $213,619 at 4% or $142,413 at 6%. |
| Hoak and Co. 401(K) Plan | - | 10 | $1,677,531 | $170,895 | $17,090iApproximate average salary by contribution assumption: employee only about $427,238 at 4% or $284,825 at 6%; with 50% employer match about $284,825 at 4% or $189,883 at 6%; with 100% employer match about $213,619 at 4% or $142,413 at 6%. |
| 2017 | 1 | 12 | $1,747,834 | $159,819 | $13,318iApproximate average salary by contribution assumption: employee only about $332,956 at 4% or $221,971 at 6%; with 50% employer match about $221,971 at 4% or $147,981 at 6%; with 100% employer match about $166,478 at 4% or $110,985 at 6%. |
| Hoak and Co. 401(K) Plan | - | 12 | $1,747,834 | $159,819 | $13,318iApproximate average salary by contribution assumption: employee only about $332,956 at 4% or $221,971 at 6%; with 50% employer match about $221,971 at 4% or $147,981 at 6%; with 100% employer match about $166,478 at 4% or $110,985 at 6%. |
| 2016 | 1 | 12 | $1,368,690 | $151,200 | $12,600iApproximate average salary by contribution assumption: employee only about $315,000 at 4% or $210,000 at 6%; with 50% employer match about $210,000 at 4% or $140,000 at 6%; with 100% employer match about $157,500 at 4% or $105,000 at 6%. |
| Hoak and Co. 401(K) Plan | - | 12 | $1,368,690 | $151,200 | $12,600iApproximate average salary by contribution assumption: employee only about $315,000 at 4% or $210,000 at 6%; with 50% employer match about $210,000 at 4% or $140,000 at 6%; with 100% employer match about $157,500 at 4% or $105,000 at 6%. |
| 2015 | 1 | 11 | $1,138,032 | $163,090 | $14,826iApproximate average salary by contribution assumption: employee only about $370,659 at 4% or $247,106 at 6%; with 50% employer match about $247,106 at 4% or $164,737 at 6%; with 100% employer match about $185,330 at 4% or $123,553 at 6%. |
| Hoak and Co. 401(K) Plan | - | 11 | $1,138,032 | $163,090 | $14,826iApproximate average salary by contribution assumption: employee only about $370,659 at 4% or $247,106 at 6%; with 50% employer match about $247,106 at 4% or $164,737 at 6%; with 100% employer match about $185,330 at 4% or $123,553 at 6%. |
| 2014 | 1 | 10 | $1,008,190 | $968,014 | $96,801iApproximate average salary by contribution assumption: employee only about $2,420,035 at 4% or $1,613,357 at 6%; with 50% employer match about $1,613,357 at 4% or $1,075,571 at 6%; with 100% employer match about $1,210,018 at 4% or $806,678 at 6%. |
| Hoak and Co. 401(K) Plan | - | 10 | $1,008,190 | $968,014 | $96,801iApproximate average salary by contribution assumption: employee only about $2,420,035 at 4% or $1,613,357 at 6%; with 50% employer match about $1,613,357 at 4% or $1,075,571 at 6%; with 100% employer match about $1,210,018 at 4% or $806,678 at 6%. |
| 2002 | 1 | 0 | $0 | $0 | - |
| JAMES M HOAK & CO | - | 0 | - | - | - |