Civic Intelligence

Van Hulzen Asset Management LLC

Plan context: Van Hulzen Asset Management LLC 401(K) Profit Sharing Plan

EIN 84-1567816 • El Dorado Hills, CA • 14 filings • 1 plans

4370 Town Center BlvdSuite 220El Dorado Hills, CA 95762
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$4,275,919

2024 Contributions

$295,802

Historical Graphs

Total Assets Over Time

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

$4,275,919$2,137,960$0201120182024YearValue
$4,275,919Latest year 2024

Participants Over Time

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

20100201120182024YearValue
20Latest 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
2024120$4,275,919$295,802$14,790iApproximate average salary by contribution assumption: employee only about $369,753 at 4% or $246,502 at 6%; with 50% employer match about $246,502 at 4% or $164,334 at 6%; with 100% employer match about $184,876 at 4% or $123,251 at 6%.
Van Hulzen Asset Management LLC 401(K) Profit Sharing Plan-20$4,275,919$295,802$14,790iApproximate average salary by contribution assumption: employee only about $369,753 at 4% or $246,502 at 6%; with 50% employer match about $246,502 at 4% or $164,334 at 6%; with 100% employer match about $184,876 at 4% or $123,251 at 6%.
2023117$3,700,735$266,267$15,663iApproximate average salary by contribution assumption: employee only about $391,569 at 4% or $261,046 at 6%; with 50% employer match about $261,046 at 4% or $174,031 at 6%; with 100% employer match about $195,785 at 4% or $130,523 at 6%.
Van Hulzen Asset Management LLC 401(K) Profit Sharing Plan-17$3,700,735$266,267$15,663iApproximate average salary by contribution assumption: employee only about $391,569 at 4% or $261,046 at 6%; with 50% employer match about $261,046 at 4% or $174,031 at 6%; with 100% employer match about $195,785 at 4% or $130,523 at 6%.
2022118$2,971,189$242,172$13,454iApproximate average salary by contribution assumption: employee only about $336,350 at 4% or $224,233 at 6%; with 50% employer match about $224,233 at 4% or $149,489 at 6%; with 100% employer match about $168,175 at 4% or $112,117 at 6%.
Van Hulzen Asset Management LLC 401(K) Profit Sharing Plan-18$2,971,189$242,172$13,454iApproximate average salary by contribution assumption: employee only about $336,350 at 4% or $224,233 at 6%; with 50% employer match about $224,233 at 4% or $149,489 at 6%; with 100% employer match about $168,175 at 4% or $112,117 at 6%.
2021117$3,097,427$246,049$14,473iApproximate average salary by contribution assumption: employee only about $361,837 at 4% or $241,225 at 6%; with 50% employer match about $241,225 at 4% or $160,816 at 6%; with 100% employer match about $180,918 at 4% or $120,612 at 6%.
Van Hulzen Asset Management LLC 401(K) Profit Sharing Plan-17$3,097,427$246,049$14,473iApproximate average salary by contribution assumption: employee only about $361,837 at 4% or $241,225 at 6%; with 50% employer match about $241,225 at 4% or $160,816 at 6%; with 100% employer match about $180,918 at 4% or $120,612 at 6%.
2020115$2,585,188$277,496$18,500iApproximate average salary by contribution assumption: employee only about $462,493 at 4% or $308,329 at 6%; with 50% employer match about $308,329 at 4% or $205,553 at 6%; with 100% employer match about $231,247 at 4% or $154,164 at 6%.
Van Hulzen Asset Management LLC 401(K) Profit Sharing Plan-15$2,585,188$277,496$18,500iApproximate average salary by contribution assumption: employee only about $462,493 at 4% or $308,329 at 6%; with 50% employer match about $308,329 at 4% or $205,553 at 6%; with 100% employer match about $231,247 at 4% or $154,164 at 6%.
2019116$2,001,434$158,599$9,912iApproximate average salary by contribution assumption: employee only about $247,811 at 4% or $165,207 at 6%; with 50% employer match about $165,207 at 4% or $110,138 at 6%; with 100% employer match about $123,905 at 4% or $82,604 at 6%.
Van Hulzen Asset Management LLC 401(K) Profit Sharing Plan-16$2,001,434$158,599$9,912iApproximate average salary by contribution assumption: employee only about $247,811 at 4% or $165,207 at 6%; with 50% employer match about $165,207 at 4% or $110,138 at 6%; with 100% employer match about $123,905 at 4% or $82,604 at 6%.
2018110$1,617,310$137,519$13,752iApproximate average salary by contribution assumption: employee only about $343,798 at 4% or $229,198 at 6%; with 50% employer match about $229,198 at 4% or $152,799 at 6%; with 100% employer match about $171,899 at 4% or $114,599 at 6%.
Van Hulzen Asset Management LLC 401(K) Profit Sharing Plan-10$1,617,310$137,519$13,752iApproximate average salary by contribution assumption: employee only about $343,798 at 4% or $229,198 at 6%; with 50% employer match about $229,198 at 4% or $152,799 at 6%; with 100% employer match about $171,899 at 4% or $114,599 at 6%.
2017110$1,740,891$234,804$23,480iApproximate average salary by contribution assumption: employee only about $587,010 at 4% or $391,340 at 6%; with 50% employer match about $391,340 at 4% or $260,893 at 6%; with 100% employer match about $293,505 at 4% or $195,670 at 6%.
Van Hulzen Asset Management LLC 401(K) Profit Sharing Plan-10$1,740,891$234,804$23,480iApproximate average salary by contribution assumption: employee only about $587,010 at 4% or $391,340 at 6%; with 50% employer match about $391,340 at 4% or $260,893 at 6%; with 100% employer match about $293,505 at 4% or $195,670 at 6%.
2016113$1,317,529$133,918$10,301iApproximate average salary by contribution assumption: employee only about $257,535 at 4% or $171,690 at 6%; with 50% employer match about $171,690 at 4% or $114,460 at 6%; with 100% employer match about $128,767 at 4% or $85,845 at 6%.
Van Hulzen Asset Management LLC 401(K) Profit Sharing Plan-13$1,317,529$133,918$10,301iApproximate average salary by contribution assumption: employee only about $257,535 at 4% or $171,690 at 6%; with 50% employer match about $171,690 at 4% or $114,460 at 6%; with 100% employer match about $128,767 at 4% or $85,845 at 6%.
201519$1,163,288$228,694$25,410iApproximate average salary by contribution assumption: employee only about $635,261 at 4% or $423,507 at 6%; with 50% employer match about $423,507 at 4% or $282,338 at 6%; with 100% employer match about $317,631 at 4% or $211,754 at 6%.
Van Hulzen Asset Management LLC 401(K) Profit Sharing Plan-9$1,163,288$228,694$25,410iApproximate average salary by contribution assumption: employee only about $635,261 at 4% or $423,507 at 6%; with 50% employer match about $423,507 at 4% or $282,338 at 6%; with 100% employer match about $317,631 at 4% or $211,754 at 6%.
2014110$1,126,969$233,495$23,350iApproximate average salary by contribution assumption: employee only about $583,738 at 4% or $389,158 at 6%; with 50% employer match about $389,158 at 4% or $259,439 at 6%; with 100% employer match about $291,869 at 4% or $194,579 at 6%.
Van Hulzen Asset Management LLC 401(K) Profit Sharing Plan-10$1,126,969$233,495$23,350iApproximate average salary by contribution assumption: employee only about $583,738 at 4% or $389,158 at 6%; with 50% employer match about $389,158 at 4% or $259,439 at 6%; with 100% employer match about $291,869 at 4% or $194,579 at 6%.
2013111$818,310$110,074$10,007iApproximate average salary by contribution assumption: employee only about $250,168 at 4% or $166,779 at 6%; with 50% employer match about $166,779 at 4% or $111,186 at 6%; with 100% employer match about $125,084 at 4% or $83,389 at 6%.
Van Hulzen Asset Management LLC 401(K) Profit Sharing Plan-11$818,310$110,074$10,007iApproximate average salary by contribution assumption: employee only about $250,168 at 4% or $166,779 at 6%; with 50% employer match about $166,779 at 4% or $111,186 at 6%; with 100% employer match about $125,084 at 4% or $83,389 at 6%.
2012111$612,429$109,544$9,959iApproximate average salary by contribution assumption: employee only about $248,964 at 4% or $165,976 at 6%; with 50% employer match about $165,976 at 4% or $110,651 at 6%; with 100% employer match about $124,482 at 4% or $82,988 at 6%.
Van Hulzen Asset Management LLC 401(K) Profit Sharing Plan-11$612,429$109,544$9,959iApproximate average salary by contribution assumption: employee only about $248,964 at 4% or $165,976 at 6%; with 50% employer match about $165,976 at 4% or $110,651 at 6%; with 100% employer match about $124,482 at 4% or $82,988 at 6%.
2011110$485,021$86,585$8,659iApproximate average salary by contribution assumption: employee only about $216,463 at 4% or $144,308 at 6%; with 50% employer match about $144,308 at 4% or $96,206 at 6%; with 100% employer match about $108,231 at 4% or $72,154 at 6%.
Van Hulzen Asset Management LLC 401(K) Profit Sharing Plan-10$485,021$86,585$8,659iApproximate average salary by contribution assumption: employee only about $216,463 at 4% or $144,308 at 6%; with 50% employer match about $144,308 at 4% or $96,206 at 6%; with 100% employer match about $108,231 at 4% or $72,154 at 6%.