Civic Intelligence

Hillis Financial Services

Plan context: Hillis Financial Services 401(K) Profit Sharing Plan

EIN 77-0128524 • San Jose, CA • 28 filings • 2 plans

333 W. Santa Clara St. Ste. 604San Jose, CA 95113
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$349,597

2024 Contributions

$195,008

Historical Graphs

Total Assets Over Time

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

$3,124,141$1,562,071$0200920172024YearValue
$349,597Latest year 2024

Participants Over Time

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

320200920172024YearValue
2Latest year 2024

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
202412$349,597$0-
Hillis Financial Services 401(K) Profit Sharing Plan-2$349,597$0-
202312$298,817$0-
Hillis Financial Services 401(K) Profit Sharing Plan-2$298,817$0-
202212$286,363$0-
Hillis Financial Services 401(K) Profit Sharing Plan-2$286,363--
202111$280,742$0-
Hillis Financial Services 401(K) Profit Sharing Plan-1$280,742$0-
202021$246,227$195,008$195,008iApproximate average salary by contribution assumption: employee only about $4,875,200 at 4% or $3,250,133 at 6%; with 50% employer match about $3,250,133 at 4% or $2,166,756 at 6%; with 100% employer match about $2,437,600 at 4% or $1,625,067 at 6%.
Hillis Financial Services 401(K) Profit Sharing Plan-1$246,227$195,008$195,008iApproximate average salary by contribution assumption: employee only about $4,875,200 at 4% or $3,250,133 at 6%; with 50% employer match about $3,250,133 at 4% or $2,166,756 at 6%; with 100% employer match about $2,437,600 at 4% or $1,625,067 at 6%.
Hillis Financial Services Cash Balance Pension Plan-0$0$0-
201922$2,283,615$72,352$36,176iApproximate average salary by contribution assumption: employee only about $904,400 at 4% or $602,933 at 6%; with 50% employer match about $602,933 at 4% or $401,956 at 6%; with 100% employer match about $452,200 at 4% or $301,467 at 6%.
Hillis Financial Services Cash Balance Pension Plan-2$1,901,352$0-
Hillis Financial Services 401(K) Profit Sharing Plan-2$382,263$72,352$36,176iApproximate average salary by contribution assumption: employee only about $904,400 at 4% or $602,933 at 6%; with 50% employer match about $602,933 at 4% or $401,956 at 6%; with 100% employer match about $452,200 at 4% or $301,467 at 6%.
201823$2,772,965$169,670$56,557iApproximate average salary by contribution assumption: employee only about $1,413,917 at 4% or $942,611 at 6%; with 50% employer match about $942,611 at 4% or $628,407 at 6%; with 100% employer match about $706,958 at 4% or $471,306 at 6%.
Hillis Financial Services Cash Balance Pension Plan-3$1,822,677$135,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Hillis Financial Services 401(K) Profit Sharing Plan-3$950,288$34,670$11,557iApproximate average salary by contribution assumption: employee only about $288,917 at 4% or $192,611 at 6%; with 50% employer match about $192,611 at 4% or $128,407 at 6%; with 100% employer match about $144,458 at 4% or $96,306 at 6%.
201723$3,124,141$30,165$10,055iApproximate average salary by contribution assumption: employee only about $251,375 at 4% or $167,583 at 6%; with 50% employer match about $167,583 at 4% or $111,722 at 6%; with 100% employer match about $125,688 at 4% or $83,792 at 6%.
Hillis Financial Services Cash Balance Pension Plan-3$2,159,055--
Hillis Financial Services 401(K) Profit Sharing Plan-3$965,086$30,165$10,055iApproximate average salary by contribution assumption: employee only about $251,375 at 4% or $167,583 at 6%; with 50% employer match about $167,583 at 4% or $111,722 at 6%; with 100% employer match about $125,688 at 4% or $83,792 at 6%.
201623$2,766,596$404,313$134,771iApproximate average salary by contribution assumption: employee only about $3,369,275 at 4% or $2,246,183 at 6%; with 50% employer match about $2,246,183 at 4% or $1,497,456 at 6%; with 100% employer match about $1,684,638 at 4% or $1,123,092 at 6%.
Hillis Financial Services Cash Balance Pension Plan-3$1,957,789$321,709$107,236iApproximate average salary by contribution assumption: employee only about $2,680,908 at 4% or $1,787,272 at 6%; with 50% employer match about $1,787,272 at 4% or $1,191,515 at 6%; with 100% employer match about $1,340,454 at 4% or $893,636 at 6%.
Hillis Financial Services 401(K) Profit Sharing Plan-3$808,807$82,604$27,535iApproximate average salary by contribution assumption: employee only about $688,367 at 4% or $458,911 at 6%; with 50% employer match about $458,911 at 4% or $305,941 at 6%; with 100% employer match about $344,183 at 4% or $229,456 at 6%.
201523$2,104,567$375,501$125,167iApproximate average salary by contribution assumption: employee only about $3,129,175 at 4% or $2,086,117 at 6%; with 50% employer match about $2,086,117 at 4% or $1,390,744 at 6%; with 100% employer match about $1,564,588 at 4% or $1,043,058 at 6%.
Hillis Financial Services Cash Balance Pension Plan-3$1,476,985$309,925$103,308iApproximate average salary by contribution assumption: employee only about $2,582,708 at 4% or $1,721,806 at 6%; with 50% employer match about $1,721,806 at 4% or $1,147,870 at 6%; with 100% employer match about $1,291,354 at 4% or $860,903 at 6%.
Hillis Financial Services 401(K) Profit Sharing Plan-3$627,582$65,576$21,859iApproximate average salary by contribution assumption: employee only about $546,467 at 4% or $364,311 at 6%; with 50% employer match about $364,311 at 4% or $242,874 at 6%; with 100% employer match about $273,233 at 4% or $182,156 at 6%.
201423$2,353,083$380,423$126,808iApproximate average salary by contribution assumption: employee only about $3,170,192 at 4% or $2,113,461 at 6%; with 50% employer match about $2,113,461 at 4% or $1,408,974 at 6%; with 100% employer match about $1,585,096 at 4% or $1,056,731 at 6%.
Hillis Financial Services Cash Balance Pension Plan-3$1,773,044$304,192$101,397iApproximate average salary by contribution assumption: employee only about $2,534,933 at 4% or $1,689,956 at 6%; with 50% employer match about $1,689,956 at 4% or $1,126,637 at 6%; with 100% employer match about $1,267,467 at 4% or $844,978 at 6%.
Hillis Financial Services 401(K) Profit Sharing Plan-3$580,039$76,231$25,410iApproximate average salary by contribution assumption: employee only about $635,258 at 4% or $423,506 at 6%; with 50% employer match about $423,506 at 4% or $282,337 at 6%; with 100% employer match about $317,629 at 4% or $211,753 at 6%.
201323$1,803,982$358,674$119,558iApproximate average salary by contribution assumption: employee only about $2,988,950 at 4% or $1,992,633 at 6%; with 50% employer match about $1,992,633 at 4% or $1,328,422 at 6%; with 100% employer match about $1,494,475 at 4% or $996,317 at 6%.
Hillis Financial Services Cash Balance Pension Plan-3$1,378,043$297,237$99,079iApproximate average salary by contribution assumption: employee only about $2,476,975 at 4% or $1,651,317 at 6%; with 50% employer match about $1,651,317 at 4% or $1,100,878 at 6%; with 100% employer match about $1,238,488 at 4% or $825,658 at 6%.
Hillis Financial Services 401(K) Profit Sharing Plan-3$425,939$61,437$20,479iApproximate average salary by contribution assumption: employee only about $511,975 at 4% or $341,317 at 6%; with 50% employer match about $341,317 at 4% or $227,544 at 6%; with 100% employer match about $255,988 at 4% or $170,658 at 6%.
201223$1,179,632$459,002$153,001iApproximate average salary by contribution assumption: employee only about $3,825,017 at 4% or $2,550,011 at 6%; with 50% employer match about $2,550,011 at 4% or $1,700,007 at 6%; with 100% employer match about $1,912,508 at 4% or $1,275,006 at 6%.
Hillis Financial Services Cash Balance Pension Plan-3$904,649$330,285$110,095iApproximate average salary by contribution assumption: employee only about $2,752,375 at 4% or $1,834,917 at 6%; with 50% employer match about $1,834,917 at 4% or $1,223,278 at 6%; with 100% employer match about $1,376,188 at 4% or $917,458 at 6%.
Hillis Financial Services 401(K) Profit Sharing Plan-3$274,983$128,717$42,906iApproximate average salary by contribution assumption: employee only about $1,072,642 at 4% or $715,094 at 6%; with 50% employer match about $715,094 at 4% or $476,730 at 6%; with 100% employer match about $536,321 at 4% or $357,547 at 6%.
201122$674,430$234,522$117,261iApproximate average salary by contribution assumption: employee only about $2,931,525 at 4% or $1,954,350 at 6%; with 50% employer match about $1,954,350 at 4% or $1,302,900 at 6%; with 100% employer match about $1,465,763 at 4% or $977,175 at 6%.
Hillis Financial Services Cash Balance Pension Plan-2$528,164$186,021$93,011iApproximate average salary by contribution assumption: employee only about $2,325,263 at 4% or $1,550,175 at 6%; with 50% employer match about $1,550,175 at 4% or $1,033,450 at 6%; with 100% employer match about $1,162,631 at 4% or $775,088 at 6%.
Hillis Financial Services 401(K) Profit Sharing Plan-2$146,266$48,501$24,251iApproximate average salary by contribution assumption: employee only about $606,263 at 4% or $404,175 at 6%; with 50% employer match about $404,175 at 4% or $269,450 at 6%; with 100% employer match about $303,131 at 4% or $202,088 at 6%.
201022$455,742$288,993$144,497iApproximate average salary by contribution assumption: employee only about $3,612,413 at 4% or $2,408,275 at 6%; with 50% employer match about $2,408,275 at 4% or $1,605,517 at 6%; with 100% employer match about $1,806,206 at 4% or $1,204,138 at 6%.
Hillis Financial Services Cash Balance Pension Plan-2$353,312$238,865$119,433iApproximate average salary by contribution assumption: employee only about $2,985,813 at 4% or $1,990,542 at 6%; with 50% employer match about $1,990,542 at 4% or $1,327,028 at 6%; with 100% employer match about $1,492,906 at 4% or $995,271 at 6%.
Hillis Financial Services 401(K) Profit Sharing Plan-2$102,430$50,128$25,064iApproximate average salary by contribution assumption: employee only about $626,600 at 4% or $417,733 at 6%; with 50% employer match about $417,733 at 4% or $278,489 at 6%; with 100% employer match about $313,300 at 4% or $208,867 at 6%.
200922$140,271$139,508$69,754iApproximate average salary by contribution assumption: employee only about $1,743,850 at 4% or $1,162,567 at 6%; with 50% employer match about $1,162,567 at 4% or $775,044 at 6%; with 100% employer match about $871,925 at 4% or $581,283 at 6%.
Hillis Financial Services Cash Balance Pension Plan-2$96,014$95,433$47,717iApproximate average salary by contribution assumption: employee only about $1,192,913 at 4% or $795,275 at 6%; with 50% employer match about $795,275 at 4% or $530,183 at 6%; with 100% employer match about $596,456 at 4% or $397,638 at 6%.
Hillis Financial Services 401(K) Profit Sharing Plan-2$44,257$44,075$22,038iApproximate average salary by contribution assumption: employee only about $550,938 at 4% or $367,292 at 6%; with 50% employer match about $367,292 at 4% or $244,861 at 6%; with 100% employer match about $275,469 at 4% or $183,646 at 6%.