Civic Intelligence

Hale Investment Group LLC

Plan context: Quadripoint Investment Management 401(K) Plan

EIN 82-1070579 • Kittery, ME • 8 filings • 1 plans

4A Shapleigh RdSuite 2Kittery, ME 03904
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,619,437

2025 Contributions

$150,558

Historical Graphs

Total Assets Over Time

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

$1,619,437$809,719$0201820222025YearValue
$1,619,437Latest year 2025

Participants Over Time

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

420201820222025YearValue
4Latest 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
202514$1,619,437$150,558$37,640iApproximate average salary by contribution assumption: employee only about $940,988 at 4% or $627,325 at 6%; with 50% employer match about $627,325 at 4% or $418,217 at 6%; with 100% employer match about $470,494 at 4% or $313,663 at 6%.
Quadripoint Investment Management 401(K) Plan-4$1,619,437$150,558$37,640iApproximate average salary by contribution assumption: employee only about $940,988 at 4% or $627,325 at 6%; with 50% employer match about $627,325 at 4% or $418,217 at 6%; with 100% employer match about $470,494 at 4% or $313,663 at 6%.
202414$1,245,185$142,134$35,534iApproximate average salary by contribution assumption: employee only about $888,338 at 4% or $592,225 at 6%; with 50% employer match about $592,225 at 4% or $394,817 at 6%; with 100% employer match about $444,169 at 4% or $296,113 at 6%.
Quadripoint Investment Management 401(K) Plan-4$1,245,185$142,134$35,534iApproximate average salary by contribution assumption: employee only about $888,338 at 4% or $592,225 at 6%; with 50% employer match about $592,225 at 4% or $394,817 at 6%; with 100% employer match about $444,169 at 4% or $296,113 at 6%.
202314$937,388$130,044$32,511iApproximate average salary by contribution assumption: employee only about $812,775 at 4% or $541,850 at 6%; with 50% employer match about $541,850 at 4% or $361,233 at 6%; with 100% employer match about $406,388 at 4% or $270,925 at 6%.
Quadripoint Investment Management 401(K) Plan-4$937,388$130,044$32,511iApproximate average salary by contribution assumption: employee only about $812,775 at 4% or $541,850 at 6%; with 50% employer match about $541,850 at 4% or $361,233 at 6%; with 100% employer match about $406,388 at 4% or $270,925 at 6%.
202214$658,014$130,644$32,661iApproximate average salary by contribution assumption: employee only about $816,525 at 4% or $544,350 at 6%; with 50% employer match about $544,350 at 4% or $362,900 at 6%; with 100% employer match about $408,263 at 4% or $272,175 at 6%.
Quadripoint Investment Management 401(K) Plan-4$658,014$130,644$32,661iApproximate average salary by contribution assumption: employee only about $816,525 at 4% or $544,350 at 6%; with 50% employer match about $544,350 at 4% or $362,900 at 6%; with 100% employer match about $408,263 at 4% or $272,175 at 6%.
202113$679,403$290,227$96,742iApproximate average salary by contribution assumption: employee only about $2,418,558 at 4% or $1,612,372 at 6%; with 50% employer match about $1,612,372 at 4% or $1,074,915 at 6%; with 100% employer match about $1,209,279 at 4% or $806,186 at 6%.
Quadripoint Investment Management 401(K) Plan-3$679,403$290,227$96,742iApproximate average salary by contribution assumption: employee only about $2,418,558 at 4% or $1,612,372 at 6%; with 50% employer match about $1,612,372 at 4% or $1,074,915 at 6%; with 100% employer match about $1,209,279 at 4% or $806,186 at 6%.
202013$487,389$155,565$51,855iApproximate average salary by contribution assumption: employee only about $1,296,375 at 4% or $864,250 at 6%; with 50% employer match about $864,250 at 4% or $576,167 at 6%; with 100% employer match about $648,188 at 4% or $432,125 at 6%.
Quadripoint Investment Management 401(K) Plan-3$487,389$155,565$51,855iApproximate average salary by contribution assumption: employee only about $1,296,375 at 4% or $864,250 at 6%; with 50% employer match about $864,250 at 4% or $576,167 at 6%; with 100% employer match about $648,188 at 4% or $432,125 at 6%.
201913$246,619$74,499$24,833iApproximate average salary by contribution assumption: employee only about $620,825 at 4% or $413,883 at 6%; with 50% employer match about $413,883 at 4% or $275,922 at 6%; with 100% employer match about $310,413 at 4% or $206,942 at 6%.
Quadripoint Investment Management 401(K) Plan-3$246,619$74,499$24,833iApproximate average salary by contribution assumption: employee only about $620,825 at 4% or $413,883 at 6%; with 50% employer match about $413,883 at 4% or $275,922 at 6%; with 100% employer match about $310,413 at 4% or $206,942 at 6%.
201814$141,829$161,094$40,274iApproximate average salary by contribution assumption: employee only about $1,006,838 at 4% or $671,225 at 6%; with 50% employer match about $671,225 at 4% or $447,483 at 6%; with 100% employer match about $503,419 at 4% or $335,613 at 6%.
Quadripoint Investment Management 401(K) Plan-4$141,829$161,094$40,274iApproximate average salary by contribution assumption: employee only about $1,006,838 at 4% or $671,225 at 6%; with 50% employer match about $671,225 at 4% or $447,483 at 6%; with 100% employer match about $503,419 at 4% or $335,613 at 6%.