Civic Intelligence

Hunter Hagan & Company Ltd.

Plan context: Hunter Hagan & Company Ltd. Retirement Savings Plan and Trust

EIN 86-0528831 • Scottsdale, AZ • 34 filings • 2 plans

8501 N. Scottsdale Rd. Ste. 130Scottsdale, AZ 85253
Current Snapshot

Latest Year

2023

2023 Participants

20

2023 Assets

$8,601,394

2023 Contributions

$539,717

Historical Graphs

Total Assets Over Time

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

$8,601,394$4,300,697$0199920132023YearValue
$8,601,394Latest year 2023

Participants Over Time

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

20100199920112023YearValue
20Latest year 2023

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
2023120$8,601,394$539,717$26,986iApproximate average salary by contribution assumption: employee only about $674,646 at 4% or $449,764 at 6%; with 50% employer match about $449,764 at 4% or $299,843 at 6%; with 100% employer match about $337,323 at 4% or $224,882 at 6%.
Hunter Hagan & Company Ltd. Retirement Savings Plan and Trust-20$8,601,394$539,717$26,986iApproximate average salary by contribution assumption: employee only about $674,646 at 4% or $449,764 at 6%; with 50% employer match about $449,764 at 4% or $299,843 at 6%; with 100% employer match about $337,323 at 4% or $224,882 at 6%.
2022119$6,939,141$517,060$27,214iApproximate average salary by contribution assumption: employee only about $680,342 at 4% or $453,561 at 6%; with 50% employer match about $453,561 at 4% or $302,374 at 6%; with 100% employer match about $340,171 at 4% or $226,781 at 6%.
Hunter Hagan & Company Ltd. Retirement Savings Plan and Trust-19$6,939,141$517,060$27,214iApproximate average salary by contribution assumption: employee only about $680,342 at 4% or $453,561 at 6%; with 50% employer match about $453,561 at 4% or $302,374 at 6%; with 100% employer match about $340,171 at 4% or $226,781 at 6%.
2021119$6,965,649$500,364$26,335iApproximate average salary by contribution assumption: employee only about $658,374 at 4% or $438,916 at 6%; with 50% employer match about $438,916 at 4% or $292,611 at 6%; with 100% employer match about $329,187 at 4% or $219,458 at 6%.
Hunter Hagan & Company Ltd. Retirement Savings Plan and Trust-19$6,965,649$500,364$26,335iApproximate average salary by contribution assumption: employee only about $658,374 at 4% or $438,916 at 6%; with 50% employer match about $438,916 at 4% or $292,611 at 6%; with 100% employer match about $329,187 at 4% or $219,458 at 6%.
2020116$7,592,606$476,977$29,811iApproximate average salary by contribution assumption: employee only about $745,277 at 4% or $496,851 at 6%; with 50% employer match about $496,851 at 4% or $331,234 at 6%; with 100% employer match about $372,638 at 4% or $248,426 at 6%.
Hunter Hagan & Company Ltd. Retirement Savings Plan and Trust-16$7,592,606$476,977$29,811iApproximate average salary by contribution assumption: employee only about $745,277 at 4% or $496,851 at 6%; with 50% employer match about $496,851 at 4% or $331,234 at 6%; with 100% employer match about $372,638 at 4% or $248,426 at 6%.
2019118$8,082,209$530,515$29,473iApproximate average salary by contribution assumption: employee only about $736,826 at 4% or $491,218 at 6%; with 50% employer match about $491,218 at 4% or $327,478 at 6%; with 100% employer match about $368,413 at 4% or $245,609 at 6%.
Hunter Hagan & Company Ltd. Retirement Savings Plan and Trust-18$8,082,209$530,515$29,473iApproximate average salary by contribution assumption: employee only about $736,826 at 4% or $491,218 at 6%; with 50% employer match about $491,218 at 4% or $327,478 at 6%; with 100% employer match about $368,413 at 4% or $245,609 at 6%.
2018117$7,057,165$479,083$28,181iApproximate average salary by contribution assumption: employee only about $704,534 at 4% or $469,689 at 6%; with 50% employer match about $469,689 at 4% or $313,126 at 6%; with 100% employer match about $352,267 at 4% or $234,845 at 6%.
Hunter Hagan & Company Ltd. Retirement Savings Plan and Trust-17$7,057,165$479,083$28,181iApproximate average salary by contribution assumption: employee only about $704,534 at 4% or $469,689 at 6%; with 50% employer match about $469,689 at 4% or $313,126 at 6%; with 100% employer match about $352,267 at 4% or $234,845 at 6%.
2017116$6,585,196$466,930$29,183iApproximate average salary by contribution assumption: employee only about $729,578 at 4% or $486,385 at 6%; with 50% employer match about $486,385 at 4% or $324,257 at 6%; with 100% employer match about $364,789 at 4% or $243,193 at 6%.
Hunter Hagan & Company Ltd. Retirement Savings Plan and Trust-16$6,585,196$466,930$29,183iApproximate average salary by contribution assumption: employee only about $729,578 at 4% or $486,385 at 6%; with 50% employer match about $486,385 at 4% or $324,257 at 6%; with 100% employer match about $364,789 at 4% or $243,193 at 6%.
2016117$7,825,876$396,356$23,315iApproximate average salary by contribution assumption: employee only about $582,876 at 4% or $388,584 at 6%; with 50% employer match about $388,584 at 4% or $259,056 at 6%; with 100% employer match about $291,438 at 4% or $194,292 at 6%.
Hunter Hagan & Company Ltd. Retirement Savings Plan and Trust-17$7,825,876$396,356$23,315iApproximate average salary by contribution assumption: employee only about $582,876 at 4% or $388,584 at 6%; with 50% employer match about $388,584 at 4% or $259,056 at 6%; with 100% employer match about $291,438 at 4% or $194,292 at 6%.
2015117$6,810,146$507,361$29,845iApproximate average salary by contribution assumption: employee only about $746,119 at 4% or $497,413 at 6%; with 50% employer match about $497,413 at 4% or $331,608 at 6%; with 100% employer match about $373,060 at 4% or $248,706 at 6%.
Hunter Hagan & Company Ltd. Retirement Savings Plan and Trust-17$6,810,146$507,361$29,845iApproximate average salary by contribution assumption: employee only about $746,119 at 4% or $497,413 at 6%; with 50% employer match about $497,413 at 4% or $331,608 at 6%; with 100% employer match about $373,060 at 4% or $248,706 at 6%.
2014116$5,900,770$466,041$29,128iApproximate average salary by contribution assumption: employee only about $728,189 at 4% or $485,459 at 6%; with 50% employer match about $485,459 at 4% or $323,640 at 6%; with 100% employer match about $364,095 at 4% or $242,730 at 6%.
Hunter Hagan & Company Ltd. Retirement Savings Plan and Trust-16$5,900,770$466,041$29,128iApproximate average salary by contribution assumption: employee only about $728,189 at 4% or $485,459 at 6%; with 50% employer match about $485,459 at 4% or $323,640 at 6%; with 100% employer match about $364,095 at 4% or $242,730 at 6%.
2013116$5,644,404$408,432$25,527iApproximate average salary by contribution assumption: employee only about $638,175 at 4% or $425,450 at 6%; with 50% employer match about $425,450 at 4% or $283,633 at 6%; with 100% employer match about $319,088 at 4% or $212,725 at 6%.
Hunter Hagan & Company Ltd. Retirement Savings Plan and Trust-16$5,644,404$408,432$25,527iApproximate average salary by contribution assumption: employee only about $638,175 at 4% or $425,450 at 6%; with 50% employer match about $425,450 at 4% or $283,633 at 6%; with 100% employer match about $319,088 at 4% or $212,725 at 6%.
2012115$4,647,710$397,947$26,530iApproximate average salary by contribution assumption: employee only about $663,245 at 4% or $442,163 at 6%; with 50% employer match about $442,163 at 4% or $294,776 at 6%; with 100% employer match about $331,623 at 4% or $221,082 at 6%.
Hunter Hagan & Company Ltd. Retirement Savings Plan and Trust-15$4,647,710$397,947$26,530iApproximate average salary by contribution assumption: employee only about $663,245 at 4% or $442,163 at 6%; with 50% employer match about $442,163 at 4% or $294,776 at 6%; with 100% employer match about $331,623 at 4% or $221,082 at 6%.
2011215$4,099,827$487,677$32,512iApproximate average salary by contribution assumption: employee only about $812,795 at 4% or $541,863 at 6%; with 50% employer match about $541,863 at 4% or $361,242 at 6%; with 100% employer match about $406,398 at 4% or $270,932 at 6%.
Hunter Hagan & Company Ltd. Retirement Savings Plan and Trust-15$4,099,827$377,677$25,178iApproximate average salary by contribution assumption: employee only about $629,462 at 4% or $419,641 at 6%; with 50% employer match about $419,641 at 4% or $279,761 at 6%; with 100% employer match about $314,731 at 4% or $209,821 at 6%.
HUNTER HAGAN & COMPANY, LTD. DEFINED BENEFIT PLAN-0$0$110,000-
2010215$3,962,453$371,413$24,761iApproximate average salary by contribution assumption: employee only about $619,022 at 4% or $412,681 at 6%; with 50% employer match about $412,681 at 4% or $275,121 at 6%; with 100% employer match about $309,511 at 4% or $206,341 at 6%.
Hunter Hagan & Company Ltd. Retirement Savings Plan and Trust-15$3,451,618$331,413$22,094iApproximate average salary by contribution assumption: employee only about $552,355 at 4% or $368,237 at 6%; with 50% employer match about $368,237 at 4% or $245,491 at 6%; with 100% employer match about $276,178 at 4% or $184,118 at 6%.
HUNTER HAGAN & COMPANY, LTD. DEFINED BENEFIT PLAN-15$510,835$40,000$2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%.
2009216$3,355,077$301,429$18,839iApproximate average salary by contribution assumption: employee only about $470,983 at 4% or $313,989 at 6%; with 50% employer match about $313,989 at 4% or $209,326 at 6%; with 100% employer match about $235,491 at 4% or $156,994 at 6%.
Hunter Hagan & Company Ltd. Retirement Savings Plan and Trust-16$2,916,997$296,429$18,527iApproximate average salary by contribution assumption: employee only about $463,170 at 4% or $308,780 at 6%; with 50% employer match about $308,780 at 4% or $205,853 at 6%; with 100% employer match about $231,585 at 4% or $154,390 at 6%.
HUNTER HAGAN & COMPANY, LTD. DEFINED BENEFIT PLAN-14$438,080$5,000$357iApproximate average salary by contribution assumption: employee only about $8,929 at 4% or $5,952 at 6%; with 50% employer match about $5,952 at 4% or $3,968 at 6%; with 100% employer match about $4,464 at 4% or $2,976 at 6%.
2008214$0$0-
HUNTER HAGAN & COMPANY, LTD. DEFINED BENEFIT PLAN-14---
Hunter Hagan & Company Ltd. Retirement Savings Plan and Trust-14---
2007213$0$0-
HUNTER HAGAN & COMPANY, LTD. DEFINED BENEFIT PLAN-13---
Hunter Hagan & Company Ltd. Retirement Savings Plan and Trust-13---
2006213$2,939,268$334,067$25,697iApproximate average salary by contribution assumption: employee only about $642,437 at 4% or $428,291 at 6%; with 50% employer match about $428,291 at 4% or $285,527 at 6%; with 100% employer match about $321,218 at 4% or $214,146 at 6%.
Hunter Hagan & Company Ltd. Retirement Savings Plan and Trust-13$2,580,419$241,415$18,570iApproximate average salary by contribution assumption: employee only about $464,260 at 4% or $309,506 at 6%; with 50% employer match about $309,506 at 4% or $206,338 at 6%; with 100% employer match about $232,130 at 4% or $154,753 at 6%.
HUNTER HAGAN & COMPANY, LTD. DEFINED BENEFIT PLAN-13$358,849$92,652$7,127iApproximate average salary by contribution assumption: employee only about $178,177 at 4% or $118,785 at 6%; with 50% employer match about $118,785 at 4% or $79,190 at 6%; with 100% employer match about $89,088 at 4% or $59,392 at 6%.
2005212$251,261$85,001$7,083iApproximate average salary by contribution assumption: employee only about $177,085 at 4% or $118,057 at 6%; with 50% employer match about $118,057 at 4% or $78,705 at 6%; with 100% employer match about $88,543 at 4% or $59,028 at 6%.
HUNTER HAGAN & COMPANY, LTD. DEFINED BENEFIT PLAN-11$251,261$85,001$7,727iApproximate average salary by contribution assumption: employee only about $193,184 at 4% or $128,789 at 6%; with 50% employer match about $128,789 at 4% or $85,860 at 6%; with 100% employer match about $96,592 at 4% or $64,395 at 6%.
Hunter Hagan & Company Ltd. Retirement Savings Plan and Trust-12---
200429$1,947,155$241,680$26,853iApproximate average salary by contribution assumption: employee only about $671,333 at 4% or $447,556 at 6%; with 50% employer match about $447,556 at 4% or $298,370 at 6%; with 100% employer match about $335,667 at 4% or $223,778 at 6%.
Hunter Hagan & Company Ltd. Retirement Savings Plan and Trust-9$1,789,298$161,680$17,964iApproximate average salary by contribution assumption: employee only about $449,111 at 4% or $299,407 at 6%; with 50% employer match about $299,407 at 4% or $199,605 at 6%; with 100% employer match about $224,556 at 4% or $149,704 at 6%.
HUNTER HAGAN & COMPANY, LTD. DEFINED BENEFIT PLAN-9$157,857$80,000$8,889iApproximate average salary by contribution assumption: employee only about $222,222 at 4% or $148,148 at 6%; with 50% employer match about $148,148 at 4% or $98,765 at 6%; with 100% employer match about $111,111 at 4% or $74,074 at 6%.
2003211$77,310$77,300$7,027iApproximate average salary by contribution assumption: employee only about $175,682 at 4% or $117,121 at 6%; with 50% employer match about $117,121 at 4% or $78,081 at 6%; with 100% employer match about $87,841 at 4% or $58,561 at 6%.
HUNTER HAGAN & COMPANY, LTD. DEFINED BENEFIT PLAN-11$77,310$77,300$7,027iApproximate average salary by contribution assumption: employee only about $175,682 at 4% or $117,121 at 6%; with 50% employer match about $117,121 at 4% or $78,081 at 6%; with 100% employer match about $87,841 at 4% or $58,561 at 6%.
Hunter Hagan & Company Ltd. Retirement Savings Plan and Trust-11---
2002110$1,282,606$128,554$12,855iApproximate average salary by contribution assumption: employee only about $321,385 at 4% or $214,257 at 6%; with 50% employer match about $214,257 at 4% or $142,838 at 6%; with 100% employer match about $160,693 at 4% or $107,128 at 6%.
Hunter Hagan & Company Ltd. Retirement Savings Plan and Trust-10$1,282,606$128,554$12,855iApproximate average salary by contribution assumption: employee only about $321,385 at 4% or $214,257 at 6%; with 50% employer match about $214,257 at 4% or $142,838 at 6%; with 100% employer match about $160,693 at 4% or $107,128 at 6%.
2001111$0$0-
Hunter Hagan & Company Ltd. Retirement Savings Plan and Trust-11---
2000114$0$0-
Hunter Hagan & Company Ltd. Retirement Savings Plan and Trust-14---
1999111$1,552,154$112,147$10,195iApproximate average salary by contribution assumption: employee only about $254,880 at 4% or $169,920 at 6%; with 50% employer match about $169,920 at 4% or $113,280 at 6%; with 100% employer match about $127,440 at 4% or $84,960 at 6%.
Hunter Hagan & Company Ltd. Retirement Savings Plan and Trust-11$1,552,154$112,147$10,195iApproximate average salary by contribution assumption: employee only about $254,880 at 4% or $169,920 at 6%; with 50% employer match about $169,920 at 4% or $113,280 at 6%; with 100% employer match about $127,440 at 4% or $84,960 at 6%.