Civic Intelligence

Steven R. Hunt, C.P.A., P.S.

Plan context: HEARTHSTONE CPA GROUP, PS 401(K) PROFIT SHARING PLAN

EIN 91-1397083 • Bremerton, WA • 19 filings • 3 plans

4312 Kitsap Way, Suite 102Bremerton, WA 98312-2435
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$3,692,412

2024 Contributions

$48,433

Historical Graphs

Total Assets Over Time

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

$3,692,412$1,846,206$0199920152023YearValue
$3,692,412Latest year 2023

Participants Over Time

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

24120199920152023YearValue
23Latest 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
202410$0$48,433-
HEARTHSTONE CPA GROUP, PS 401(K) PROFIT SHARING PLAN-0$0$48,433-
2023123$3,692,412$129,673$5,638iApproximate average salary by contribution assumption: employee only about $140,949 at 4% or $93,966 at 6%; with 50% employer match about $93,966 at 4% or $62,644 at 6%; with 100% employer match about $70,474 at 4% or $46,983 at 6%.
HEARTHSTONE CPA GROUP, PS 401(K) PROFIT SHARING PLAN-23$3,692,412$129,673$5,638iApproximate average salary by contribution assumption: employee only about $140,949 at 4% or $93,966 at 6%; with 50% employer match about $93,966 at 4% or $62,644 at 6%; with 100% employer match about $70,474 at 4% or $46,983 at 6%.
2022124$3,163,567$243,189$10,133iApproximate average salary by contribution assumption: employee only about $253,322 at 4% or $168,881 at 6%; with 50% employer match about $168,881 at 4% or $112,588 at 6%; with 100% employer match about $126,661 at 4% or $84,441 at 6%.
HEARTHSTONE CPA GROUP, PS 401(K) PROFIT SHARING PLAN-24$3,163,567$243,189$10,133iApproximate average salary by contribution assumption: employee only about $253,322 at 4% or $168,881 at 6%; with 50% employer match about $168,881 at 4% or $112,588 at 6%; with 100% employer match about $126,661 at 4% or $84,441 at 6%.
2021123$3,607,766$234,040$10,176iApproximate average salary by contribution assumption: employee only about $254,391 at 4% or $169,594 at 6%; with 50% employer match about $169,594 at 4% or $113,063 at 6%; with 100% employer match about $127,196 at 4% or $84,797 at 6%.
HEARTHSTONE CPA GROUP, PS 401(K) PROFIT SHARING PLAN-23$3,607,766$234,040$10,176iApproximate average salary by contribution assumption: employee only about $254,391 at 4% or $169,594 at 6%; with 50% employer match about $169,594 at 4% or $113,063 at 6%; with 100% employer match about $127,196 at 4% or $84,797 at 6%.
2020122$3,033,580$219,695$9,986iApproximate average salary by contribution assumption: employee only about $249,653 at 4% or $166,436 at 6%; with 50% employer match about $166,436 at 4% or $110,957 at 6%; with 100% employer match about $124,827 at 4% or $83,218 at 6%.
HEARTHSTONE CPA GROUP, PS 401(K) PROFIT SHARING PLAN-22$3,033,580$219,695$9,986iApproximate average salary by contribution assumption: employee only about $249,653 at 4% or $166,436 at 6%; with 50% employer match about $166,436 at 4% or $110,957 at 6%; with 100% employer match about $124,827 at 4% or $83,218 at 6%.
2019123$2,599,602$213,155$9,268iApproximate average salary by contribution assumption: employee only about $231,690 at 4% or $154,460 at 6%; with 50% employer match about $154,460 at 4% or $102,973 at 6%; with 100% employer match about $115,845 at 4% or $77,230 at 6%.
HEARTHSTONE CPA GROUP, PS 401(K) PROFIT SHARING PLAN-23$2,599,602$213,155$9,268iApproximate average salary by contribution assumption: employee only about $231,690 at 4% or $154,460 at 6%; with 50% employer match about $154,460 at 4% or $102,973 at 6%; with 100% employer match about $115,845 at 4% or $77,230 at 6%.
2018121$2,062,899$246,019$11,715iApproximate average salary by contribution assumption: employee only about $292,880 at 4% or $195,253 at 6%; with 50% employer match about $195,253 at 4% or $130,169 at 6%; with 100% employer match about $146,440 at 4% or $97,627 at 6%.
HEARTHSTONE CPA GROUP, PS 401(K) PROFIT SHARING PLAN-21$2,062,899$246,019$11,715iApproximate average salary by contribution assumption: employee only about $292,880 at 4% or $195,253 at 6%; with 50% employer match about $195,253 at 4% or $130,169 at 6%; with 100% employer match about $146,440 at 4% or $97,627 at 6%.
2017121$1,949,130$225,718$10,748iApproximate average salary by contribution assumption: employee only about $268,712 at 4% or $179,141 at 6%; with 50% employer match about $179,141 at 4% or $119,428 at 6%; with 100% employer match about $134,356 at 4% or $89,571 at 6%.
HEARTHSTONE CPA GROUP, PS 401(K) PROFIT SHARING PLAN-21$1,949,130$225,718$10,748iApproximate average salary by contribution assumption: employee only about $268,712 at 4% or $179,141 at 6%; with 50% employer match about $179,141 at 4% or $119,428 at 6%; with 100% employer match about $134,356 at 4% or $89,571 at 6%.
2016122$1,506,352$382,888$17,404iApproximate average salary by contribution assumption: employee only about $435,100 at 4% or $290,067 at 6%; with 50% employer match about $290,067 at 4% or $193,378 at 6%; with 100% employer match about $217,550 at 4% or $145,033 at 6%.
HEARTHSTONE CPA GROUP, PS 401(K) PROFIT SHARING PLAN-22$1,506,352$382,888$17,404iApproximate average salary by contribution assumption: employee only about $435,100 at 4% or $290,067 at 6%; with 50% employer match about $290,067 at 4% or $193,378 at 6%; with 100% employer match about $217,550 at 4% or $145,033 at 6%.
2015121$1,107,703$143,214$6,820iApproximate average salary by contribution assumption: employee only about $170,493 at 4% or $113,662 at 6%; with 50% employer match about $113,662 at 4% or $75,775 at 6%; with 100% employer match about $85,246 at 4% or $56,831 at 6%.
HEARTHSTONE CPA GROUP, PS 401(K) PROFIT SHARING PLAN-21$1,107,703$143,214$6,820iApproximate average salary by contribution assumption: employee only about $170,493 at 4% or $113,662 at 6%; with 50% employer match about $113,662 at 4% or $75,775 at 6%; with 100% employer match about $85,246 at 4% or $56,831 at 6%.
2014114$1,037,836$127,180$9,084iApproximate average salary by contribution assumption: employee only about $227,107 at 4% or $151,405 at 6%; with 50% employer match about $151,405 at 4% or $100,937 at 6%; with 100% employer match about $113,554 at 4% or $75,702 at 6%.
HEARTHSTONE CPA GROUP, PS 401(K) PROFIT SHARING PLAN-14$1,037,836$127,180$9,084iApproximate average salary by contribution assumption: employee only about $227,107 at 4% or $151,405 at 6%; with 50% employer match about $151,405 at 4% or $100,937 at 6%; with 100% employer match about $113,554 at 4% or $75,702 at 6%.
2013113$872,809$120,461$9,266iApproximate average salary by contribution assumption: employee only about $231,656 at 4% or $154,437 at 6%; with 50% employer match about $154,437 at 4% or $102,958 at 6%; with 100% employer match about $115,828 at 4% or $77,219 at 6%.
HEARTHSTONE CPA GROUP, PS 401(K) PROFIT SHARING PLAN-13$872,809$120,461$9,266iApproximate average salary by contribution assumption: employee only about $231,656 at 4% or $154,437 at 6%; with 50% employer match about $154,437 at 4% or $102,958 at 6%; with 100% employer match about $115,828 at 4% or $77,219 at 6%.
2012112$648,326$118,374$9,865iApproximate average salary by contribution assumption: employee only about $246,613 at 4% or $164,408 at 6%; with 50% employer match about $164,408 at 4% or $109,606 at 6%; with 100% employer match about $123,306 at 4% or $82,204 at 6%.
HEARTHSTONE CPA GROUP, PS 401(K) PROFIT SHARING PLAN-12$648,326$118,374$9,865iApproximate average salary by contribution assumption: employee only about $246,613 at 4% or $164,408 at 6%; with 50% employer match about $164,408 at 4% or $109,606 at 6%; with 100% employer match about $123,306 at 4% or $82,204 at 6%.
2011116$566,398$146,583$9,161iApproximate average salary by contribution assumption: employee only about $229,036 at 4% or $152,691 at 6%; with 50% employer match about $152,691 at 4% or $101,794 at 6%; with 100% employer match about $114,518 at 4% or $76,345 at 6%.
HEARTHSTONE CPA GROUP, PS 401(K) PROFIT SHARING PLAN-16$566,398$146,583$9,161iApproximate average salary by contribution assumption: employee only about $229,036 at 4% or $152,691 at 6%; with 50% employer match about $152,691 at 4% or $101,794 at 6%; with 100% employer match about $114,518 at 4% or $76,345 at 6%.
2010117$554,460$90,787$5,340iApproximate average salary by contribution assumption: employee only about $133,510 at 4% or $89,007 at 6%; with 50% employer match about $89,007 at 4% or $59,338 at 6%; with 100% employer match about $66,755 at 4% or $44,503 at 6%.
HEARTHSTONE CPA GROUP, PS 401(K) PROFIT SHARING PLAN-17$554,460$90,787$5,340iApproximate average salary by contribution assumption: employee only about $133,510 at 4% or $89,007 at 6%; with 50% employer match about $89,007 at 4% or $59,338 at 6%; with 100% employer match about $66,755 at 4% or $44,503 at 6%.
2009119$393,347$131,464$6,919iApproximate average salary by contribution assumption: employee only about $172,979 at 4% or $115,319 at 6%; with 50% employer match about $115,319 at 4% or $76,880 at 6%; with 100% employer match about $86,489 at 4% or $57,660 at 6%.
HEARTHSTONE CPA GROUP, PS 401(K) PROFIT SHARING PLAN-19$393,347$131,464$6,919iApproximate average salary by contribution assumption: employee only about $172,979 at 4% or $115,319 at 6%; with 50% employer match about $115,319 at 4% or $76,880 at 6%; with 100% employer match about $86,489 at 4% or $57,660 at 6%.
2008116$181,533$255,764$15,985iApproximate average salary by contribution assumption: employee only about $399,631 at 4% or $266,421 at 6%; with 50% employer match about $266,421 at 4% or $177,614 at 6%; with 100% employer match about $199,816 at 4% or $133,210 at 6%.
HEARTHSTONE CPA GROUP, PS 401K PROFIT SHARING PLAN-16$181,533$255,764$15,985iApproximate average salary by contribution assumption: employee only about $399,631 at 4% or $266,421 at 6%; with 50% employer match about $266,421 at 4% or $177,614 at 6%; with 100% employer match about $199,816 at 4% or $133,210 at 6%.
200010$0$0-
Steven R. Hunt, C.P.A., P.S. 401K Profit-Sharing Plan & Trust-0---
1999110$332,991$36,983$3,698iApproximate average salary by contribution assumption: employee only about $92,458 at 4% or $61,638 at 6%; with 50% employer match about $61,638 at 4% or $41,092 at 6%; with 100% employer match about $46,229 at 4% or $30,819 at 6%.
Steven R. Hunt, C.P.A., P.S. 401K Profit-Sharing Plan & Trust-10$332,991$36,983$3,698iApproximate average salary by contribution assumption: employee only about $92,458 at 4% or $61,638 at 6%; with 50% employer match about $61,638 at 4% or $41,092 at 6%; with 100% employer match about $46,229 at 4% or $30,819 at 6%.