Hagen Wealth Management LLC
Plan context: Hagen Wealth Management LLC 401K Plan
EIN 83-2685144 • Montgomery, AL • 5 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$241,942
2025 Contributions
$79,021
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 | 3 | $241,942 | $79,021 | $26,340iApproximate average salary by contribution assumption: employee only about $658,508 at 4% or $439,006 at 6%; with 50% employer match about $439,006 at 4% or $292,670 at 6%; with 100% employer match about $329,254 at 4% or $219,503 at 6%. |
| Hagen Wealth Management LLC 401K Plan | - | 3 | $241,942 | $79,021 | $26,340iApproximate average salary by contribution assumption: employee only about $658,508 at 4% or $439,006 at 6%; with 50% employer match about $439,006 at 4% or $292,670 at 6%; with 100% employer match about $329,254 at 4% or $219,503 at 6%. |
| 2024 | 2 | 3 | $317,353 | $66,101 | $22,034iApproximate average salary by contribution assumption: employee only about $550,842 at 4% or $367,228 at 6%; with 50% employer match about $367,228 at 4% or $244,819 at 6%; with 100% employer match about $275,421 at 4% or $183,614 at 6%. |
| HAGEN WEALTH MANAGEMENT, LLC CASH BALANCE PLAN | - | 3 | $185,219 | - | - |
| Hagen Wealth Management LLC 401K Plan | - | 3 | $132,134 | $66,101 | $22,034iApproximate average salary by contribution assumption: employee only about $550,842 at 4% or $367,228 at 6%; with 50% employer match about $367,228 at 4% or $244,819 at 6%; with 100% employer match about $275,421 at 4% or $183,614 at 6%. |
| 2023 | 2 | 3 | $222,671 | $218,468 | $72,823iApproximate average salary by contribution assumption: employee only about $1,820,567 at 4% or $1,213,711 at 6%; with 50% employer match about $1,213,711 at 4% or $809,141 at 6%; with 100% employer match about $910,283 at 4% or $606,856 at 6%. |
| HAGEN WEALTH MANAGEMENT, LLC CASH BALANCE PLAN | - | 3 | $167,000 | $167,000 | $55,667iApproximate average salary by contribution assumption: employee only about $1,391,667 at 4% or $927,778 at 6%; with 50% employer match about $927,778 at 4% or $618,519 at 6%; with 100% employer match about $695,833 at 4% or $463,889 at 6%. |
| Hagen Wealth Management LLC 401K Plan | - | 3 | $55,671 | $51,468 | $17,156iApproximate average salary by contribution assumption: employee only about $428,900 at 4% or $285,933 at 6%; with 50% employer match about $285,933 at 4% or $190,622 at 6%; with 100% employer match about $214,450 at 4% or $142,967 at 6%. |