Civic Intelligence

Hall, Hieatt & Connely LLP

Plan context: Hall, Hieatt & Connely LLP Retirement Trust

EIN 77-0345649 • San Luis Obispo, CA • 24 filings • 6 plans

444 Higuera Street, Third FloorSan Luis Obispo, CA 93401
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$6,019,443

2024 Contributions

$174,233

Historical Graphs

Total Assets Over Time

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

$6,096,504$3,048,252$0200020132024YearValue
$6,019,443Latest year 2024

Participants Over Time

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

24120200020132024YearValue
18Latest 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
2024118$6,019,443$174,233$9,680iApproximate average salary by contribution assumption: employee only about $241,990 at 4% or $161,327 at 6%; with 50% employer match about $161,327 at 4% or $107,551 at 6%; with 100% employer match about $120,995 at 4% or $80,663 at 6%.
Hall, Hieatt & Connely LLP Retirement Trust-18$6,019,443$174,233$9,680iApproximate average salary by contribution assumption: employee only about $241,990 at 4% or $161,327 at 6%; with 50% employer match about $161,327 at 4% or $107,551 at 6%; with 100% employer match about $120,995 at 4% or $80,663 at 6%.
2023118$5,436,097$171,613$9,534iApproximate average salary by contribution assumption: employee only about $238,351 at 4% or $158,901 at 6%; with 50% employer match about $158,901 at 4% or $105,934 at 6%; with 100% employer match about $119,176 at 4% or $79,450 at 6%.
Hall, Hieatt & Connely LLP Retirement Trust-18$5,436,097$171,613$9,534iApproximate average salary by contribution assumption: employee only about $238,351 at 4% or $158,901 at 6%; with 50% employer match about $158,901 at 4% or $105,934 at 6%; with 100% employer match about $119,176 at 4% or $79,450 at 6%.
2022116$4,634,086$143,380$8,961iApproximate average salary by contribution assumption: employee only about $224,031 at 4% or $149,354 at 6%; with 50% employer match about $149,354 at 4% or $99,569 at 6%; with 100% employer match about $112,016 at 4% or $74,677 at 6%.
Hall, Hieatt & Connely LLP Retirement Trust-16$4,634,086$143,380$8,961iApproximate average salary by contribution assumption: employee only about $224,031 at 4% or $149,354 at 6%; with 50% employer match about $149,354 at 4% or $99,569 at 6%; with 100% employer match about $112,016 at 4% or $74,677 at 6%.
2021118$6,096,504$146,476$8,138iApproximate average salary by contribution assumption: employee only about $203,439 at 4% or $135,626 at 6%; with 50% employer match about $135,626 at 4% or $90,417 at 6%; with 100% employer match about $101,719 at 4% or $67,813 at 6%.
Hall, Hieatt & Connely LLP Retirement Trust-18$6,096,504$146,476$8,138iApproximate average salary by contribution assumption: employee only about $203,439 at 4% or $135,626 at 6%; with 50% employer match about $135,626 at 4% or $90,417 at 6%; with 100% employer match about $101,719 at 4% or $67,813 at 6%.
2020123$5,190,917$204,673$8,899iApproximate average salary by contribution assumption: employee only about $222,471 at 4% or $148,314 at 6%; with 50% employer match about $148,314 at 4% or $98,876 at 6%; with 100% employer match about $111,235 at 4% or $74,157 at 6%.
Hall, Hieatt & Connely LLP Retirement Trust-23$5,190,917$204,673$8,899iApproximate average salary by contribution assumption: employee only about $222,471 at 4% or $148,314 at 6%; with 50% employer match about $148,314 at 4% or $98,876 at 6%; with 100% employer match about $111,235 at 4% or $74,157 at 6%.
2019122$4,476,890$214,603$9,755iApproximate average salary by contribution assumption: employee only about $243,867 at 4% or $162,578 at 6%; with 50% employer match about $162,578 at 4% or $108,385 at 6%; with 100% employer match about $121,934 at 4% or $81,289 at 6%.
Hall, Hieatt & Connely LLP Retirement Trust-22$4,476,890$214,603$9,755iApproximate average salary by contribution assumption: employee only about $243,867 at 4% or $162,578 at 6%; with 50% employer match about $162,578 at 4% or $108,385 at 6%; with 100% employer match about $121,934 at 4% or $81,289 at 6%.
2018124$3,622,506$462,101$19,254iApproximate average salary by contribution assumption: employee only about $481,355 at 4% or $320,903 at 6%; with 50% employer match about $320,903 at 4% or $213,936 at 6%; with 100% employer match about $240,678 at 4% or $160,452 at 6%.
Hall, Hieatt & Connely LLP Retirement Trust-24$3,622,506$462,101$19,254iApproximate average salary by contribution assumption: employee only about $481,355 at 4% or $320,903 at 6%; with 50% employer match about $320,903 at 4% or $213,936 at 6%; with 100% employer match about $240,678 at 4% or $160,452 at 6%.
2017121$3,288,264$138,495$6,595iApproximate average salary by contribution assumption: employee only about $164,875 at 4% or $109,917 at 6%; with 50% employer match about $109,917 at 4% or $73,278 at 6%; with 100% employer match about $82,438 at 4% or $54,958 at 6%.
Hall, Hieatt & Connely LLP Retirement Trust-21$3,288,264$138,495$6,595iApproximate average salary by contribution assumption: employee only about $164,875 at 4% or $109,917 at 6%; with 50% employer match about $109,917 at 4% or $73,278 at 6%; with 100% employer match about $82,438 at 4% or $54,958 at 6%.
2016120$2,786,941$123,332$6,167iApproximate average salary by contribution assumption: employee only about $154,165 at 4% or $102,777 at 6%; with 50% employer match about $102,777 at 4% or $68,518 at 6%; with 100% employer match about $77,083 at 4% or $51,388 at 6%.
Hall, Hieatt & Connely LLP Retirement Trust-20$2,786,941$123,332$6,167iApproximate average salary by contribution assumption: employee only about $154,165 at 4% or $102,777 at 6%; with 50% employer match about $102,777 at 4% or $68,518 at 6%; with 100% employer match about $77,083 at 4% or $51,388 at 6%.
2015122$2,648,641$92,090$4,186iApproximate average salary by contribution assumption: employee only about $104,648 at 4% or $69,765 at 6%; with 50% employer match about $69,765 at 4% or $46,510 at 6%; with 100% employer match about $52,324 at 4% or $34,883 at 6%.
Hall, Hieatt & Connely LLP Retirement Trust-22$2,648,641$92,090$4,186iApproximate average salary by contribution assumption: employee only about $104,648 at 4% or $69,765 at 6%; with 50% employer match about $69,765 at 4% or $46,510 at 6%; with 100% employer match about $52,324 at 4% or $34,883 at 6%.
2014115$2,599,515$85,489$5,699iApproximate average salary by contribution assumption: employee only about $142,482 at 4% or $94,988 at 6%; with 50% employer match about $94,988 at 4% or $63,325 at 6%; with 100% employer match about $71,241 at 4% or $47,494 at 6%.
Hall, Hieatt & Connely LLP Retirement Trust-15$2,599,515$85,489$5,699iApproximate average salary by contribution assumption: employee only about $142,482 at 4% or $94,988 at 6%; with 50% employer match about $94,988 at 4% or $63,325 at 6%; with 100% employer match about $71,241 at 4% or $47,494 at 6%.
2013114$2,364,945$87,042$6,217iApproximate average salary by contribution assumption: employee only about $155,432 at 4% or $103,621 at 6%; with 50% employer match about $103,621 at 4% or $69,081 at 6%; with 100% employer match about $77,716 at 4% or $51,811 at 6%.
Hall, Hieatt & Connely LLP Retirement Trust-14$2,364,945$87,042$6,217iApproximate average salary by contribution assumption: employee only about $155,432 at 4% or $103,621 at 6%; with 50% employer match about $103,621 at 4% or $69,081 at 6%; with 100% employer match about $77,716 at 4% or $51,811 at 6%.
2012115$2,064,005$80,831$5,389iApproximate average salary by contribution assumption: employee only about $134,718 at 4% or $89,812 at 6%; with 50% employer match about $89,812 at 4% or $59,875 at 6%; with 100% employer match about $67,359 at 4% or $44,906 at 6%.
Hall, Hieatt & Connely LLP Retirement Trust-15$2,064,005$80,831$5,389iApproximate average salary by contribution assumption: employee only about $134,718 at 4% or $89,812 at 6%; with 50% employer match about $89,812 at 4% or $59,875 at 6%; with 100% employer match about $67,359 at 4% or $44,906 at 6%.
2011116$2,156,668$86,570$5,411iApproximate average salary by contribution assumption: employee only about $135,266 at 4% or $90,177 at 6%; with 50% employer match about $90,177 at 4% or $60,118 at 6%; with 100% employer match about $67,633 at 4% or $45,089 at 6%.
Hall, Hieatt & Connely LLP Retirement Trust-16$2,156,668$86,570$5,411iApproximate average salary by contribution assumption: employee only about $135,266 at 4% or $90,177 at 6%; with 50% employer match about $90,177 at 4% or $60,118 at 6%; with 100% employer match about $67,633 at 4% or $45,089 at 6%.
2010117$2,061,322$103,003$6,059iApproximate average salary by contribution assumption: employee only about $151,475 at 4% or $100,983 at 6%; with 50% employer match about $100,983 at 4% or $67,322 at 6%; with 100% employer match about $75,738 at 4% or $50,492 at 6%.
Hall, Hieatt & Connely LLP Retirement Trust-17$2,061,322$103,003$6,059iApproximate average salary by contribution assumption: employee only about $151,475 at 4% or $100,983 at 6%; with 50% employer match about $100,983 at 4% or $67,322 at 6%; with 100% employer match about $75,738 at 4% or $50,492 at 6%.
2009115$1,834,929$89,536$5,969iApproximate average salary by contribution assumption: employee only about $149,227 at 4% or $99,484 at 6%; with 50% employer match about $99,484 at 4% or $66,323 at 6%; with 100% employer match about $74,613 at 4% or $49,742 at 6%.
Hall, Hieatt & Connely LLP Retirement Trust-15$1,834,929$89,536$5,969iApproximate average salary by contribution assumption: employee only about $149,227 at 4% or $99,484 at 6%; with 50% employer match about $99,484 at 4% or $66,323 at 6%; with 100% employer match about $74,613 at 4% or $49,742 at 6%.
2007113$2,138,224$99,097$7,623iApproximate average salary by contribution assumption: employee only about $190,571 at 4% or $127,047 at 6%; with 50% employer match about $127,047 at 4% or $84,698 at 6%; with 100% employer match about $95,286 at 4% or $63,524 at 6%.
Hall, Hieatt & Connely LLP Retirement Trust-13$2,138,224$99,097$7,623iApproximate average salary by contribution assumption: employee only about $190,571 at 4% or $127,047 at 6%; with 50% employer match about $127,047 at 4% or $84,698 at 6%; with 100% employer match about $95,286 at 4% or $63,524 at 6%.
2006112$1,895,565$115,998$9,667iApproximate average salary by contribution assumption: employee only about $241,663 at 4% or $161,108 at 6%; with 50% employer match about $161,108 at 4% or $107,406 at 6%; with 100% employer match about $120,831 at 4% or $80,554 at 6%.
Hall, Hieatt & Connely LLP Retirement Trust-12$1,895,565$115,998$9,667iApproximate average salary by contribution assumption: employee only about $241,663 at 4% or $161,108 at 6%; with 50% employer match about $161,108 at 4% or $107,406 at 6%; with 100% employer match about $120,831 at 4% or $80,554 at 6%.
2005112$1,592,350$364,513$30,376iApproximate average salary by contribution assumption: employee only about $759,402 at 4% or $506,268 at 6%; with 50% employer match about $506,268 at 4% or $337,512 at 6%; with 100% employer match about $379,701 at 4% or $253,134 at 6%.
Hall, Hieatt & Connely LLP Retirement Trust-12$1,592,350$364,513$30,376iApproximate average salary by contribution assumption: employee only about $759,402 at 4% or $506,268 at 6%; with 50% employer match about $506,268 at 4% or $337,512 at 6%; with 100% employer match about $379,701 at 4% or $253,134 at 6%.
200418$1,133,354$67,748$8,469iApproximate average salary by contribution assumption: employee only about $211,713 at 4% or $141,142 at 6%; with 50% employer match about $141,142 at 4% or $94,094 at 6%; with 100% employer match about $105,856 at 4% or $70,571 at 6%.
Hall, Hieatt & Connely LLP Retirement Trust-8$1,133,354$67,748$8,469iApproximate average salary by contribution assumption: employee only about $211,713 at 4% or $141,142 at 6%; with 50% employer match about $141,142 at 4% or $94,094 at 6%; with 100% employer match about $105,856 at 4% or $70,571 at 6%.
200318$984,887$70,094$8,762iApproximate average salary by contribution assumption: employee only about $219,044 at 4% or $146,029 at 6%; with 50% employer match about $146,029 at 4% or $97,353 at 6%; with 100% employer match about $109,522 at 4% or $73,015 at 6%.
Hall, Hieatt & Connely LLP Retirement Trust-8$984,887$70,094$8,762iApproximate average salary by contribution assumption: employee only about $219,044 at 4% or $146,029 at 6%; with 50% employer match about $146,029 at 4% or $97,353 at 6%; with 100% employer match about $109,522 at 4% or $73,015 at 6%.
200217$0$0-
Hall, Hieatt & Connely LLP Retirement Trust-7---
200118$765,989$67,212$8,402iApproximate average salary by contribution assumption: employee only about $210,038 at 4% or $140,025 at 6%; with 50% employer match about $140,025 at 4% or $93,350 at 6%; with 100% employer match about $105,019 at 4% or $70,013 at 6%.
Hall, Hieatt & Connely LLP Retirement Trust-8$765,989$67,212$8,402iApproximate average salary by contribution assumption: employee only about $210,038 at 4% or $140,025 at 6%; with 50% employer match about $140,025 at 4% or $93,350 at 6%; with 100% employer match about $105,019 at 4% or $70,013 at 6%.
2000110$691,715$60,675$6,068iApproximate average salary by contribution assumption: employee only about $151,688 at 4% or $101,125 at 6%; with 50% employer match about $101,125 at 4% or $67,417 at 6%; with 100% employer match about $75,844 at 4% or $50,563 at 6%.
Hall, Hieatt & Connely LLP Retirement Trust-10$691,715$60,675$6,068iApproximate average salary by contribution assumption: employee only about $151,688 at 4% or $101,125 at 6%; with 50% employer match about $101,125 at 4% or $67,417 at 6%; with 100% employer match about $75,844 at 4% or $50,563 at 6%.