HEARTH FINANCIAL PARTNERS
Plan context: HEARTH FINANCIAL PARTNERS 401 (K) PLAN
EIN 81-4372277 • Hamilton, NY • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$502,020
2025 Contributions
$81,559
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 | 5 | $502,020 | $81,559 | $16,312iApproximate average salary by contribution assumption: employee only about $407,795 at 4% or $271,863 at 6%; with 50% employer match about $271,863 at 4% or $181,242 at 6%; with 100% employer match about $203,898 at 4% or $135,932 at 6%. |
| HEARTH FINANCIAL PARTNERS 401 (K) PLAN | - | 5 | $502,020 | $81,559 | $16,312iApproximate average salary by contribution assumption: employee only about $407,795 at 4% or $271,863 at 6%; with 50% employer match about $271,863 at 4% or $181,242 at 6%; with 100% employer match about $203,898 at 4% or $135,932 at 6%. |
| 2024 | 1 | 5 | $339,767 | $78,412 | $15,682iApproximate average salary by contribution assumption: employee only about $392,060 at 4% or $261,373 at 6%; with 50% employer match about $261,373 at 4% or $174,249 at 6%; with 100% employer match about $196,030 at 4% or $130,687 at 6%. |
| HEARTH FINANCIAL PARTNERS 401 (K) PLAN | - | 5 | $339,767 | $78,412 | $15,682iApproximate average salary by contribution assumption: employee only about $392,060 at 4% or $261,373 at 6%; with 50% employer match about $261,373 at 4% or $174,249 at 6%; with 100% employer match about $196,030 at 4% or $130,687 at 6%. |
| 2023 | 1 | 4 | $213,529 | $180,683 | $45,171iApproximate average salary by contribution assumption: employee only about $1,129,269 at 4% or $752,846 at 6%; with 50% employer match about $752,846 at 4% or $501,897 at 6%; with 100% employer match about $564,634 at 4% or $376,423 at 6%. |
| HEARTH FINANCIAL PARTNERS 401 (K) PLAN | - | 4 | $213,529 | $180,683 | $45,171iApproximate average salary by contribution assumption: employee only about $1,129,269 at 4% or $752,846 at 6%; with 50% employer match about $752,846 at 4% or $501,897 at 6%; with 100% employer match about $564,634 at 4% or $376,423 at 6%. |