Civic Intelligence

The Hoffman Agency

Plan context: The Hoffman Agency Employees' 401(K) Savings Plan

EIN 77-0474127 • San Jose, CA • 25 filings • 3 plans

746 The Alameda, Suite 20San Jose, CA 95126
Current Snapshot

Latest Year

2025

2025 Participants

73

2025 Assets

$4,844,922

2025 Contributions

$579,862

Historical Graphs

Total Assets Over Time

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

$4,844,922$2,422,461$0199920152025YearValue
$4,844,922Latest year 2025

Participants Over Time

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

73370199920132025YearValue
73Latest year 2025

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
2025173$4,844,922$579,862$7,943iApproximate average salary by contribution assumption: employee only about $198,583 at 4% or $132,389 at 6%; with 50% employer match about $132,389 at 4% or $88,259 at 6%; with 100% employer match about $99,291 at 4% or $66,194 at 6%.
The Hoffman Agency Employees' 401(K) Savings Plan-73$4,844,922$579,862$7,943iApproximate average salary by contribution assumption: employee only about $198,583 at 4% or $132,389 at 6%; with 50% employer match about $132,389 at 4% or $88,259 at 6%; with 100% employer match about $99,291 at 4% or $66,194 at 6%.
2024157$4,679,619$460,226$8,074iApproximate average salary by contribution assumption: employee only about $201,854 at 4% or $134,569 at 6%; with 50% employer match about $134,569 at 4% or $89,713 at 6%; with 100% employer match about $100,927 at 4% or $67,285 at 6%.
The Hoffman Agency Employees' 401(K) Savings Plan-57$4,679,619$460,226$8,074iApproximate average salary by contribution assumption: employee only about $201,854 at 4% or $134,569 at 6%; with 50% employer match about $134,569 at 4% or $89,713 at 6%; with 100% employer match about $100,927 at 4% or $67,285 at 6%.
2023159$3,792,128$388,553$6,586iApproximate average salary by contribution assumption: employee only about $164,641 at 4% or $109,761 at 6%; with 50% employer match about $109,761 at 4% or $73,174 at 6%; with 100% employer match about $82,321 at 4% or $54,880 at 6%.
The Hoffman Agency Employees' 401(K) Savings Plan-59$3,792,128$388,553$6,586iApproximate average salary by contribution assumption: employee only about $164,641 at 4% or $109,761 at 6%; with 50% employer match about $109,761 at 4% or $73,174 at 6%; with 100% employer match about $82,321 at 4% or $54,880 at 6%.
2022146$3,170,929$296,561$6,447iApproximate average salary by contribution assumption: employee only about $161,174 at 4% or $107,450 at 6%; with 50% employer match about $107,450 at 4% or $71,633 at 6%; with 100% employer match about $80,587 at 4% or $53,725 at 6%.
The Hoffman Agency Employees' 401(K) Savings Plan-46$3,170,929$296,561$6,447iApproximate average salary by contribution assumption: employee only about $161,174 at 4% or $107,450 at 6%; with 50% employer match about $107,450 at 4% or $71,633 at 6%; with 100% employer match about $80,587 at 4% or $53,725 at 6%.
2021138$3,372,449$247,825$6,522iApproximate average salary by contribution assumption: employee only about $163,043 at 4% or $108,695 at 6%; with 50% employer match about $108,695 at 4% or $72,463 at 6%; with 100% employer match about $81,521 at 4% or $54,348 at 6%.
The Hoffman Agency Employees' 401(K) Savings Plan-38$3,372,449$247,825$6,522iApproximate average salary by contribution assumption: employee only about $163,043 at 4% or $108,695 at 6%; with 50% employer match about $108,695 at 4% or $72,463 at 6%; with 100% employer match about $81,521 at 4% or $54,348 at 6%.
2020134$3,124,519$151,348$4,451iApproximate average salary by contribution assumption: employee only about $111,285 at 4% or $74,190 at 6%; with 50% employer match about $74,190 at 4% or $49,460 at 6%; with 100% employer match about $55,643 at 4% or $37,095 at 6%.
The Hoffman Agency Employees' 401(K) Savings Plan-34$3,124,519$151,348$4,451iApproximate average salary by contribution assumption: employee only about $111,285 at 4% or $74,190 at 6%; with 50% employer match about $74,190 at 4% or $49,460 at 6%; with 100% employer match about $55,643 at 4% or $37,095 at 6%.
2019136$2,682,073$154,591$4,294iApproximate average salary by contribution assumption: employee only about $107,355 at 4% or $71,570 at 6%; with 50% employer match about $71,570 at 4% or $47,713 at 6%; with 100% employer match about $53,677 at 4% or $35,785 at 6%.
The Hoffman Agency Employees' 401(K) Savings Plan-36$2,682,073$154,591$4,294iApproximate average salary by contribution assumption: employee only about $107,355 at 4% or $71,570 at 6%; with 50% employer match about $71,570 at 4% or $47,713 at 6%; with 100% employer match about $53,677 at 4% or $35,785 at 6%.
2018135$2,241,586$126,506$3,614iApproximate average salary by contribution assumption: employee only about $90,361 at 4% or $60,241 at 6%; with 50% employer match about $60,241 at 4% or $40,161 at 6%; with 100% employer match about $45,181 at 4% or $30,120 at 6%.
The Hoffman Agency Employees' 401(K) Savings Plan-35$2,241,586$126,506$3,614iApproximate average salary by contribution assumption: employee only about $90,361 at 4% or $60,241 at 6%; with 50% employer match about $60,241 at 4% or $40,161 at 6%; with 100% employer match about $45,181 at 4% or $30,120 at 6%.
2017134$2,780,542$154,784$4,552iApproximate average salary by contribution assumption: employee only about $113,812 at 4% or $75,875 at 6%; with 50% employer match about $75,875 at 4% or $50,583 at 6%; with 100% employer match about $56,906 at 4% or $37,937 at 6%.
The Hoffman Agency Employees' 401(K) Savings Plan-34$2,780,542$154,784$4,552iApproximate average salary by contribution assumption: employee only about $113,812 at 4% or $75,875 at 6%; with 50% employer match about $75,875 at 4% or $50,583 at 6%; with 100% employer match about $56,906 at 4% or $37,937 at 6%.
2016131$2,409,051$87,362$2,818iApproximate average salary by contribution assumption: employee only about $70,453 at 4% or $46,969 at 6%; with 50% employer match about $46,969 at 4% or $31,313 at 6%; with 100% employer match about $35,227 at 4% or $23,484 at 6%.
The Hoffman Agency Employees' 401(K) Savings Plan-31$2,409,051$87,362$2,818iApproximate average salary by contribution assumption: employee only about $70,453 at 4% or $46,969 at 6%; with 50% employer match about $46,969 at 4% or $31,313 at 6%; with 100% employer match about $35,227 at 4% or $23,484 at 6%.
2015130$2,214,561$112,332$3,744iApproximate average salary by contribution assumption: employee only about $93,610 at 4% or $62,407 at 6%; with 50% employer match about $62,407 at 4% or $41,604 at 6%; with 100% employer match about $46,805 at 4% or $31,203 at 6%.
The Hoffman Agency Employees' 401(K) Savings Plan-30$2,214,561$112,332$3,744iApproximate average salary by contribution assumption: employee only about $93,610 at 4% or $62,407 at 6%; with 50% employer match about $62,407 at 4% or $41,604 at 6%; with 100% employer match about $46,805 at 4% or $31,203 at 6%.
2014127$2,665,678$88,640$3,283iApproximate average salary by contribution assumption: employee only about $82,074 at 4% or $54,716 at 6%; with 50% employer match about $54,716 at 4% or $36,477 at 6%; with 100% employer match about $41,037 at 4% or $27,358 at 6%.
The Hoffman Agency Employees' 401(K) Savings Plan-27$2,665,678$88,640$3,283iApproximate average salary by contribution assumption: employee only about $82,074 at 4% or $54,716 at 6%; with 50% employer match about $54,716 at 4% or $36,477 at 6%; with 100% employer match about $41,037 at 4% or $27,358 at 6%.
2013120$2,794,073$81,358$4,068iApproximate average salary by contribution assumption: employee only about $101,698 at 4% or $67,798 at 6%; with 50% employer match about $67,798 at 4% or $45,199 at 6%; with 100% employer match about $50,849 at 4% or $33,899 at 6%.
The Hoffman Agency Employees' 401(K) Savings Plan-20$2,794,073$81,358$4,068iApproximate average salary by contribution assumption: employee only about $101,698 at 4% or $67,798 at 6%; with 50% employer match about $67,798 at 4% or $45,199 at 6%; with 100% employer match about $50,849 at 4% or $33,899 at 6%.
2012119$2,580,185$120,614$6,348iApproximate average salary by contribution assumption: employee only about $158,703 at 4% or $105,802 at 6%; with 50% employer match about $105,802 at 4% or $70,535 at 6%; with 100% employer match about $79,351 at 4% or $52,901 at 6%.
The Hoffman Agency Employees' 401(K) Savings Plan-19$2,580,185$120,614$6,348iApproximate average salary by contribution assumption: employee only about $158,703 at 4% or $105,802 at 6%; with 50% employer match about $105,802 at 4% or $70,535 at 6%; with 100% employer match about $79,351 at 4% or $52,901 at 6%.
2011123$2,443,189$118,783$5,164iApproximate average salary by contribution assumption: employee only about $129,112 at 4% or $86,075 at 6%; with 50% employer match about $86,075 at 4% or $57,383 at 6%; with 100% employer match about $64,556 at 4% or $43,037 at 6%.
The Hoffman Agency Employees' 401(K) Savings Plan-23$2,443,189$118,783$5,164iApproximate average salary by contribution assumption: employee only about $129,112 at 4% or $86,075 at 6%; with 50% employer match about $86,075 at 4% or $57,383 at 6%; with 100% employer match about $64,556 at 4% or $43,037 at 6%.
2010124$2,579,976$104,066$4,336iApproximate average salary by contribution assumption: employee only about $108,402 at 4% or $72,268 at 6%; with 50% employer match about $72,268 at 4% or $48,179 at 6%; with 100% employer match about $54,201 at 4% or $36,134 at 6%.
The Hoffman Agency Employees' 401(K) Savings Plan-24$2,579,976$104,066$4,336iApproximate average salary by contribution assumption: employee only about $108,402 at 4% or $72,268 at 6%; with 50% employer match about $72,268 at 4% or $48,179 at 6%; with 100% employer match about $54,201 at 4% or $36,134 at 6%.
2009141$2,306,814$139,924$3,413iApproximate average salary by contribution assumption: employee only about $85,320 at 4% or $56,880 at 6%; with 50% employer match about $56,880 at 4% or $37,920 at 6%; with 100% employer match about $42,660 at 4% or $28,440 at 6%.
The Hoffman Agency Employees' 401(K) Savings Plan-41$2,306,814$139,924$3,413iApproximate average salary by contribution assumption: employee only about $85,320 at 4% or $56,880 at 6%; with 50% employer match about $56,880 at 4% or $37,920 at 6%; with 100% employer match about $42,660 at 4% or $28,440 at 6%.
2006137$2,232,400$191,008$5,162iApproximate average salary by contribution assumption: employee only about $129,059 at 4% or $86,040 at 6%; with 50% employer match about $86,040 at 4% or $57,360 at 6%; with 100% employer match about $64,530 at 4% or $43,020 at 6%.
The Hoffman Agency Employees' 401(K) Savings Plan-37$2,232,400$191,008$5,162iApproximate average salary by contribution assumption: employee only about $129,059 at 4% or $86,040 at 6%; with 50% employer match about $86,040 at 4% or $57,360 at 6%; with 100% employer match about $64,530 at 4% or $43,020 at 6%.
2005135$2,232,400$191,008$5,457iApproximate average salary by contribution assumption: employee only about $136,434 at 4% or $90,956 at 6%; with 50% employer match about $90,956 at 4% or $60,637 at 6%; with 100% employer match about $68,217 at 4% or $45,478 at 6%.
The Hoffman Agency Employees' 401(K) Savings Plan-35$2,232,400$191,008$5,457iApproximate average salary by contribution assumption: employee only about $136,434 at 4% or $90,956 at 6%; with 50% employer match about $90,956 at 4% or $60,637 at 6%; with 100% employer match about $68,217 at 4% or $45,478 at 6%.
2004137$2,448,170$215,074$5,813iApproximate average salary by contribution assumption: employee only about $145,320 at 4% or $96,880 at 6%; with 50% employer match about $96,880 at 4% or $64,587 at 6%; with 100% employer match about $72,660 at 4% or $48,440 at 6%.
The Hoffman Agency Employees' 401(K) Savings Plan-37$2,448,170$215,074$5,813iApproximate average salary by contribution assumption: employee only about $145,320 at 4% or $96,880 at 6%; with 50% employer match about $96,880 at 4% or $64,587 at 6%; with 100% employer match about $72,660 at 4% or $48,440 at 6%.
2003141$2,264,768$301,837$7,362iApproximate average salary by contribution assumption: employee only about $184,047 at 4% or $122,698 at 6%; with 50% employer match about $122,698 at 4% or $81,799 at 6%; with 100% employer match about $92,023 at 4% or $61,349 at 6%.
The Hoffman Agency Employees' 401(K) Savings Plan-41$2,264,768$301,837$7,362iApproximate average salary by contribution assumption: employee only about $184,047 at 4% or $122,698 at 6%; with 50% employer match about $122,698 at 4% or $81,799 at 6%; with 100% employer match about $92,023 at 4% or $61,349 at 6%.
2002145$0$0-
The Hoffman Agency Employees' 401(K) Savings Plan-45---
2001165$0$0-
The Hoffman Agency Employees' 401(K) Savings Plan-65---
2000160$0$0-
The Hoffman Agency Employees' 401(K) Savings Plan-60---
1999151$1,513,343$328,794$6,447iApproximate average salary by contribution assumption: employee only about $161,174 at 4% or $107,449 at 6%; with 50% employer match about $107,449 at 4% or $71,633 at 6%; with 100% employer match about $80,587 at 4% or $53,725 at 6%.
The Hoffman Agency Employees' 401(K) Savings Plan-51$1,513,343$328,794$6,447iApproximate average salary by contribution assumption: employee only about $161,174 at 4% or $107,449 at 6%; with 50% employer match about $107,449 at 4% or $71,633 at 6%; with 100% employer match about $80,587 at 4% or $53,725 at 6%.