Civic Intelligence

Hickcox, Robertson & Stunda LLC

Plan context: Hickcox, Robertson, & Stunda LLC 401(K) Plan

EIN 85-2218627 • Alpharetta, GA • 8 filings • 2 plans

13010 Morris RoadBuilding One, Suite 400Alpharetta, GA 30004
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$8,341,008

2024 Contributions

$1,282,141

Historical Graphs

Total Assets Over Time

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

$8,341,008$4,170,504$0202020222024YearValue
$8,341,008Latest year 2024

Participants Over Time

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

1370202020222024YearValue
13Latest 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
2024213$8,341,008$1,282,141$98,626iApproximate average salary by contribution assumption: employee only about $2,465,656 at 4% or $1,643,771 at 6%; with 50% employer match about $1,643,771 at 4% or $1,095,847 at 6%; with 100% employer match about $1,232,828 at 4% or $821,885 at 6%.
Hickcox, Robertson, & Stunda LLC 401(K) Plan-13$7,162,914$706,990$54,384iApproximate average salary by contribution assumption: employee only about $1,359,596 at 4% or $906,397 at 6%; with 50% employer match about $906,397 at 4% or $604,265 at 6%; with 100% employer match about $679,798 at 4% or $453,199 at 6%.
HICKCOX, ROBERTSON & STUNDA, LLC CASH BALANCE PLAN-10$1,178,094$575,151$57,515iApproximate average salary by contribution assumption: employee only about $1,437,878 at 4% or $958,585 at 6%; with 50% employer match about $958,585 at 4% or $639,057 at 6%; with 100% employer match about $718,939 at 4% or $479,293 at 6%.
202326$6,616,826$669,265$111,544iApproximate average salary by contribution assumption: employee only about $2,788,604 at 4% or $1,859,069 at 6%; with 50% employer match about $1,859,069 at 4% or $1,239,380 at 6%; with 100% employer match about $1,394,302 at 4% or $929,535 at 6%.
Hickcox, Robertson, & Stunda LLC 401(K) Plan-6$5,746,490$212,265$35,378iApproximate average salary by contribution assumption: employee only about $884,438 at 4% or $589,625 at 6%; with 50% employer match about $589,625 at 4% or $393,083 at 6%; with 100% employer match about $442,219 at 4% or $294,813 at 6%.
HICKCOX, ROBERTSON & STUNDA, LLC CASH BALANCE PLAN-5$870,336$457,000$91,400iApproximate average salary by contribution assumption: employee only about $2,285,000 at 4% or $1,523,333 at 6%; with 50% employer match about $1,523,333 at 4% or $1,015,556 at 6%; with 100% employer match about $1,142,500 at 4% or $761,667 at 6%.
202225$5,112,745$556,345$111,269iApproximate average salary by contribution assumption: employee only about $2,781,725 at 4% or $1,854,483 at 6%; with 50% employer match about $1,854,483 at 4% or $1,236,322 at 6%; with 100% employer match about $1,390,863 at 4% or $927,242 at 6%.
Hickcox, Robertson, & Stunda LLC 401(K) Plan-5$4,735,134$175,345$35,069iApproximate average salary by contribution assumption: employee only about $876,725 at 4% or $584,483 at 6%; with 50% employer match about $584,483 at 4% or $389,656 at 6%; with 100% employer match about $438,363 at 4% or $292,242 at 6%.
HICKCOX, ROBERTSON & STUNDA, LLC CASH BALANCE PLAN-4$377,611$381,000$95,250iApproximate average salary by contribution assumption: employee only about $2,381,250 at 4% or $1,587,500 at 6%; with 50% employer match about $1,587,500 at 4% or $1,058,333 at 6%; with 100% employer match about $1,190,625 at 4% or $793,750 at 6%.
202119$5,605,814$5,002,177$555,797iApproximate average salary by contribution assumption: employee only about $13,894,936 at 4% or $9,263,291 at 6%; with 50% employer match about $9,263,291 at 4% or $6,175,527 at 6%; with 100% employer match about $6,947,468 at 4% or $4,631,645 at 6%.
Hickcox, Robertson, & Stunda LLC 401(K) Plan-9$5,605,814$5,002,177$555,797iApproximate average salary by contribution assumption: employee only about $13,894,936 at 4% or $9,263,291 at 6%; with 50% employer match about $9,263,291 at 4% or $6,175,527 at 6%; with 100% employer match about $6,947,468 at 4% or $4,631,645 at 6%.
202017$22,874$22,874$3,268iApproximate average salary by contribution assumption: employee only about $81,693 at 4% or $54,462 at 6%; with 50% employer match about $54,462 at 4% or $36,308 at 6%; with 100% employer match about $40,846 at 4% or $27,231 at 6%.
Hickcox, Robertson, & Stunda LLC 401(K) Plan-7$22,874$22,874$3,268iApproximate average salary by contribution assumption: employee only about $81,693 at 4% or $54,462 at 6%; with 50% employer match about $54,462 at 4% or $36,308 at 6%; with 100% employer match about $40,846 at 4% or $27,231 at 6%.