Hulberg & Associates Inc.
Plan context: Hulberg & Associates Inc. 401K Plan
EIN 77-0050245 • San Jose, CA • 27 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
32
2025 Assets
$7,641,868
2025 Contributions
$331,124
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 | 32 | $7,641,868 | $331,124 | $10,348iApproximate average salary by contribution assumption: employee only about $258,691 at 4% or $172,460 at 6%; with 50% employer match about $172,460 at 4% or $114,974 at 6%; with 100% employer match about $129,345 at 4% or $86,230 at 6%. |
| Hulberg & Associates Inc. 401K Plan | - | 32 | $7,641,868 | $331,124 | $10,348iApproximate average salary by contribution assumption: employee only about $258,691 at 4% or $172,460 at 6%; with 50% employer match about $172,460 at 4% or $114,974 at 6%; with 100% employer match about $129,345 at 4% or $86,230 at 6%. |
| 2024 | 1 | 31 | $6,483,185 | $326,777 | $10,541iApproximate average salary by contribution assumption: employee only about $263,530 at 4% or $175,687 at 6%; with 50% employer match about $175,687 at 4% or $117,124 at 6%; with 100% employer match about $131,765 at 4% or $87,843 at 6%. |
| Hulberg & Associates Inc. 401K Plan | - | 31 | $6,483,185 | $326,777 | $10,541iApproximate average salary by contribution assumption: employee only about $263,530 at 4% or $175,687 at 6%; with 50% employer match about $175,687 at 4% or $117,124 at 6%; with 100% employer match about $131,765 at 4% or $87,843 at 6%. |
| 2023 | 1 | 32 | $6,740,404 | $247,578 | $7,737iApproximate average salary by contribution assumption: employee only about $193,420 at 4% or $128,947 at 6%; with 50% employer match about $128,947 at 4% or $85,965 at 6%; with 100% employer match about $96,710 at 4% or $64,473 at 6%. |
| Hulberg & Associates Inc. 401K Plan | - | 32 | $6,740,404 | $247,578 | $7,737iApproximate average salary by contribution assumption: employee only about $193,420 at 4% or $128,947 at 6%; with 50% employer match about $128,947 at 4% or $85,965 at 6%; with 100% employer match about $96,710 at 4% or $64,473 at 6%. |
| 2022 | 1 | 31 | $5,925,743 | $259,843 | $8,382iApproximate average salary by contribution assumption: employee only about $209,551 at 4% or $139,701 at 6%; with 50% employer match about $139,701 at 4% or $93,134 at 6%; with 100% employer match about $104,775 at 4% or $69,850 at 6%. |
| Hulberg & Associates Inc. 401K Plan | - | 31 | $5,925,743 | $259,843 | $8,382iApproximate average salary by contribution assumption: employee only about $209,551 at 4% or $139,701 at 6%; with 50% employer match about $139,701 at 4% or $93,134 at 6%; with 100% employer match about $104,775 at 4% or $69,850 at 6%. |
| 2021 | 1 | 33 | $6,725,738 | $314,004 | $9,515iApproximate average salary by contribution assumption: employee only about $237,882 at 4% or $158,588 at 6%; with 50% employer match about $158,588 at 4% or $105,725 at 6%; with 100% employer match about $118,941 at 4% or $79,294 at 6%. |
| Hulberg & Associates Inc. 401K Plan | - | 33 | $6,725,738 | $314,004 | $9,515iApproximate average salary by contribution assumption: employee only about $237,882 at 4% or $158,588 at 6%; with 50% employer match about $158,588 at 4% or $105,725 at 6%; with 100% employer match about $118,941 at 4% or $79,294 at 6%. |
| 2020 | 1 | 33 | $5,844,882 | $289,617 | $8,776iApproximate average salary by contribution assumption: employee only about $219,407 at 4% or $146,271 at 6%; with 50% employer match about $146,271 at 4% or $97,514 at 6%; with 100% employer match about $109,703 at 4% or $73,136 at 6%. |
| Hulberg & Associates Inc. 401K Plan | - | 33 | $5,844,882 | $289,617 | $8,776iApproximate average salary by contribution assumption: employee only about $219,407 at 4% or $146,271 at 6%; with 50% employer match about $146,271 at 4% or $97,514 at 6%; with 100% employer match about $109,703 at 4% or $73,136 at 6%. |
| 2019 | 1 | 31 | $4,763,144 | $288,671 | $9,312iApproximate average salary by contribution assumption: employee only about $232,799 at 4% or $155,199 at 6%; with 50% employer match about $155,199 at 4% or $103,466 at 6%; with 100% employer match about $116,400 at 4% or $77,600 at 6%. |
| Hulberg & Associates Inc. 401K Plan | - | 31 | $4,763,144 | $288,671 | $9,312iApproximate average salary by contribution assumption: employee only about $232,799 at 4% or $155,199 at 6%; with 50% employer match about $155,199 at 4% or $103,466 at 6%; with 100% employer match about $116,400 at 4% or $77,600 at 6%. |
| 2018 | 1 | 36 | $3,823,118 | $287,719 | $7,992iApproximate average salary by contribution assumption: employee only about $199,805 at 4% or $133,203 at 6%; with 50% employer match about $133,203 at 4% or $88,802 at 6%; with 100% employer match about $99,902 at 4% or $66,602 at 6%. |
| Hulberg & Associates Inc. 401K Plan | - | 36 | $3,823,118 | $287,719 | $7,992iApproximate average salary by contribution assumption: employee only about $199,805 at 4% or $133,203 at 6%; with 50% employer match about $133,203 at 4% or $88,802 at 6%; with 100% employer match about $99,902 at 4% or $66,602 at 6%. |
| 2017 | 1 | 24 | $3,909,981 | $185,112 | $7,713iApproximate average salary by contribution assumption: employee only about $192,825 at 4% or $128,550 at 6%; with 50% employer match about $128,550 at 4% or $85,700 at 6%; with 100% employer match about $96,413 at 4% or $64,275 at 6%. |
| Hulberg & Associates Inc. 401K Plan | - | 24 | $3,909,981 | $185,112 | $7,713iApproximate average salary by contribution assumption: employee only about $192,825 at 4% or $128,550 at 6%; with 50% employer match about $128,550 at 4% or $85,700 at 6%; with 100% employer match about $96,413 at 4% or $64,275 at 6%. |
| 2016 | 1 | 24 | $3,873,454 | $184,585 | $7,691iApproximate average salary by contribution assumption: employee only about $192,276 at 4% or $128,184 at 6%; with 50% employer match about $128,184 at 4% or $85,456 at 6%; with 100% employer match about $96,138 at 4% or $64,092 at 6%. |
| Hulberg & Associates Inc. 401K Plan | - | 24 | $3,873,454 | $184,585 | $7,691iApproximate average salary by contribution assumption: employee only about $192,276 at 4% or $128,184 at 6%; with 50% employer match about $128,184 at 4% or $85,456 at 6%; with 100% employer match about $96,138 at 4% or $64,092 at 6%. |
| 2015 | 1 | 25 | $3,657,974 | $176,839 | $7,074iApproximate average salary by contribution assumption: employee only about $176,839 at 4% or $117,893 at 6%; with 50% employer match about $117,893 at 4% or $78,595 at 6%; with 100% employer match about $88,420 at 4% or $58,946 at 6%. |
| Hulberg & Associates Inc. 401K Plan | - | 25 | $3,657,974 | $176,839 | $7,074iApproximate average salary by contribution assumption: employee only about $176,839 at 4% or $117,893 at 6%; with 50% employer match about $117,893 at 4% or $78,595 at 6%; with 100% employer match about $88,420 at 4% or $58,946 at 6%. |
| 2014 | 1 | 23 | $3,524,127 | $160,295 | $6,969iApproximate average salary by contribution assumption: employee only about $174,234 at 4% or $116,156 at 6%; with 50% employer match about $116,156 at 4% or $77,437 at 6%; with 100% employer match about $87,117 at 4% or $58,078 at 6%. |
| Hulberg & Associates Inc. 401K Plan | - | 23 | $3,524,127 | $160,295 | $6,969iApproximate average salary by contribution assumption: employee only about $174,234 at 4% or $116,156 at 6%; with 50% employer match about $116,156 at 4% or $77,437 at 6%; with 100% employer match about $87,117 at 4% or $58,078 at 6%. |
| 2013 | 1 | 24 | $3,808,914 | $176,762 | $7,365iApproximate average salary by contribution assumption: employee only about $184,127 at 4% or $122,751 at 6%; with 50% employer match about $122,751 at 4% or $81,834 at 6%; with 100% employer match about $92,064 at 4% or $61,376 at 6%. |
| Hulberg & Associates Inc. 401K Plan | - | 24 | $3,808,914 | $176,762 | $7,365iApproximate average salary by contribution assumption: employee only about $184,127 at 4% or $122,751 at 6%; with 50% employer match about $122,751 at 4% or $81,834 at 6%; with 100% employer match about $92,064 at 4% or $61,376 at 6%. |
| 2012 | 1 | 26 | $3,050,993 | $179,798 | $6,915iApproximate average salary by contribution assumption: employee only about $172,883 at 4% or $115,255 at 6%; with 50% employer match about $115,255 at 4% or $76,837 at 6%; with 100% employer match about $86,441 at 4% or $57,628 at 6%. |
| Hulberg & Associates Inc. 401K Plan | - | 26 | $3,050,993 | $179,798 | $6,915iApproximate average salary by contribution assumption: employee only about $172,883 at 4% or $115,255 at 6%; with 50% employer match about $115,255 at 4% or $76,837 at 6%; with 100% employer match about $86,441 at 4% or $57,628 at 6%. |
| 2011 | 1 | 26 | $2,559,330 | $168,365 | $6,476iApproximate average salary by contribution assumption: employee only about $161,889 at 4% or $107,926 at 6%; with 50% employer match about $107,926 at 4% or $71,951 at 6%; with 100% employer match about $80,945 at 4% or $53,963 at 6%. |
| Hulberg & Associates Inc. 401K Plan | - | 26 | $2,559,330 | $168,365 | $6,476iApproximate average salary by contribution assumption: employee only about $161,889 at 4% or $107,926 at 6%; with 50% employer match about $107,926 at 4% or $71,951 at 6%; with 100% employer match about $80,945 at 4% or $53,963 at 6%. |
| 2010 | 1 | 28 | $2,496,662 | $188,384 | $6,728iApproximate average salary by contribution assumption: employee only about $168,200 at 4% or $112,133 at 6%; with 50% employer match about $112,133 at 4% or $74,756 at 6%; with 100% employer match about $84,100 at 4% or $56,067 at 6%. |
| Hulberg & Associates Inc. 401K Plan | - | 28 | $2,496,662 | $188,384 | $6,728iApproximate average salary by contribution assumption: employee only about $168,200 at 4% or $112,133 at 6%; with 50% employer match about $112,133 at 4% or $74,756 at 6%; with 100% employer match about $84,100 at 4% or $56,067 at 6%. |
| 2009 | 1 | 32 | $2,173,207 | $196,214 | $6,132iApproximate average salary by contribution assumption: employee only about $153,292 at 4% or $102,195 at 6%; with 50% employer match about $102,195 at 4% or $68,130 at 6%; with 100% employer match about $76,646 at 4% or $51,097 at 6%. |
| Hulberg & Associates Inc. 401K Plan | - | 32 | $2,173,207 | $196,214 | $6,132iApproximate average salary by contribution assumption: employee only about $153,292 at 4% or $102,195 at 6%; with 50% employer match about $102,195 at 4% or $68,130 at 6%; with 100% employer match about $76,646 at 4% or $51,097 at 6%. |
| 2008 | 1 | 39 | $1,688,412 | $187,697 | $4,813iApproximate average salary by contribution assumption: employee only about $120,319 at 4% or $80,212 at 6%; with 50% employer match about $80,212 at 4% or $53,475 at 6%; with 100% employer match about $60,159 at 4% or $40,106 at 6%. |
| Hulberg & Associates Inc. 401K Plan | - | 39 | $1,688,412 | $187,697 | $4,813iApproximate average salary by contribution assumption: employee only about $120,319 at 4% or $80,212 at 6%; with 50% employer match about $80,212 at 4% or $53,475 at 6%; with 100% employer match about $60,159 at 4% or $40,106 at 6%. |
| 2007 | 1 | 33 | $2,352,265 | $223,737 | $6,780iApproximate average salary by contribution assumption: employee only about $169,498 at 4% or $112,998 at 6%; with 50% employer match about $112,998 at 4% or $75,332 at 6%; with 100% employer match about $84,749 at 4% or $56,499 at 6%. |
| Hulberg & Associates Inc. 401K Plan | - | 33 | $2,352,265 | $223,737 | $6,780iApproximate average salary by contribution assumption: employee only about $169,498 at 4% or $112,998 at 6%; with 50% employer match about $112,998 at 4% or $75,332 at 6%; with 100% employer match about $84,749 at 4% or $56,499 at 6%. |
| 2006 | 1 | 33 | $2,047,648 | $203,497 | $6,167iApproximate average salary by contribution assumption: employee only about $154,164 at 4% or $102,776 at 6%; with 50% employer match about $102,776 at 4% or $68,518 at 6%; with 100% employer match about $77,082 at 4% or $51,388 at 6%. |
| Hulberg & Associates Inc. 401K Plan | - | 33 | $2,047,648 | $203,497 | $6,167iApproximate average salary by contribution assumption: employee only about $154,164 at 4% or $102,776 at 6%; with 50% employer match about $102,776 at 4% or $68,518 at 6%; with 100% employer match about $77,082 at 4% or $51,388 at 6%. |
| 2005 | 1 | 33 | $1,634,269 | $181,776 | $5,508iApproximate average salary by contribution assumption: employee only about $137,709 at 4% or $91,806 at 6%; with 50% employer match about $91,806 at 4% or $61,204 at 6%; with 100% employer match about $68,855 at 4% or $45,903 at 6%. |
| Hulberg & Associates Inc. 401K Plan | - | 33 | $1,634,269 | $181,776 | $5,508iApproximate average salary by contribution assumption: employee only about $137,709 at 4% or $91,806 at 6%; with 50% employer match about $91,806 at 4% or $61,204 at 6%; with 100% employer match about $68,855 at 4% or $45,903 at 6%. |
| 2004 | 1 | 29 | $1,452,488 | $159,800 | $5,510iApproximate average salary by contribution assumption: employee only about $137,759 at 4% or $91,839 at 6%; with 50% employer match about $91,839 at 4% or $61,226 at 6%; with 100% employer match about $68,879 at 4% or $45,920 at 6%. |
| Hulberg & Associates Inc. 401K Plan | - | 29 | $1,452,488 | $159,800 | $5,510iApproximate average salary by contribution assumption: employee only about $137,759 at 4% or $91,839 at 6%; with 50% employer match about $91,839 at 4% or $61,226 at 6%; with 100% employer match about $68,879 at 4% or $45,920 at 6%. |
| 2003 | 1 | 30 | $1,185,683 | $153,872 | $5,129iApproximate average salary by contribution assumption: employee only about $128,227 at 4% or $85,484 at 6%; with 50% employer match about $85,484 at 4% or $56,990 at 6%; with 100% employer match about $64,113 at 4% or $42,742 at 6%. |
| Hulberg & Associates Inc. 401K Plan | - | 30 | $1,185,683 | $153,872 | $5,129iApproximate average salary by contribution assumption: employee only about $128,227 at 4% or $85,484 at 6%; with 50% employer match about $85,484 at 4% or $56,990 at 6%; with 100% employer match about $64,113 at 4% or $42,742 at 6%. |
| 2002 | 1 | 30 | $847,227 | $134,932 | $4,498iApproximate average salary by contribution assumption: employee only about $112,443 at 4% or $74,962 at 6%; with 50% employer match about $74,962 at 4% or $49,975 at 6%; with 100% employer match about $56,222 at 4% or $37,481 at 6%. |
| Hulberg & Associates Inc. 401K Plan | - | 30 | $847,227 | $134,932 | $4,498iApproximate average salary by contribution assumption: employee only about $112,443 at 4% or $74,962 at 6%; with 50% employer match about $74,962 at 4% or $49,975 at 6%; with 100% employer match about $56,222 at 4% or $37,481 at 6%. |
| 2001 | 1 | 28 | $0 | $0 | - |
| Hulberg & Associates Inc. 401K Plan | - | 28 | - | - | - |
| 2000 | 1 | 26 | $0 | $0 | - |
| Hulberg & Associates Inc. 401K Plan | - | 26 | - | - | - |
| 1999 | 1 | 28 | $939,743 | $92,433 | $3,301iApproximate average salary by contribution assumption: employee only about $82,529 at 4% or $55,020 at 6%; with 50% employer match about $55,020 at 4% or $36,680 at 6%; with 100% employer match about $41,265 at 4% or $27,510 at 6%. |
| Hulberg & Associates Inc. 401K Plan | - | 28 | $939,743 | $92,433 | $3,301iApproximate average salary by contribution assumption: employee only about $82,529 at 4% or $55,020 at 6%; with 50% employer match about $55,020 at 4% or $36,680 at 6%; with 100% employer match about $41,265 at 4% or $27,510 at 6%. |