Civic Intelligence

Hales & George

Plan context: Hales & George 401(K) Plan

EIN 94-2352635 • Los Gatos, CA • 16 filings • 2 plans

240 Mistletoe RoadLos Gatos, CA 95032
Current Snapshot

Latest Year

2024

2024 Participants

24

2024 Assets

$3,151,262

2024 Contributions

$257,802

Historical Graphs

Total Assets Over Time

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

$3,151,262$1,575,631$0200920172024YearValue
$3,151,262Latest year 2024

Participants Over Time

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

25130200920172024YearValue
24Latest 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
2024124$3,151,262$257,802$10,742iApproximate average salary by contribution assumption: employee only about $268,544 at 4% or $179,029 at 6%; with 50% employer match about $179,029 at 4% or $119,353 at 6%; with 100% employer match about $134,272 at 4% or $89,515 at 6%.
Hales & George 401(K) Plan-24$3,151,262$257,802$10,742iApproximate average salary by contribution assumption: employee only about $268,544 at 4% or $179,029 at 6%; with 50% employer match about $179,029 at 4% or $119,353 at 6%; with 100% employer match about $134,272 at 4% or $89,515 at 6%.
2023125$2,593,427$242,595$9,704iApproximate average salary by contribution assumption: employee only about $242,595 at 4% or $161,730 at 6%; with 50% employer match about $161,730 at 4% or $107,820 at 6%; with 100% employer match about $121,297 at 4% or $80,865 at 6%.
Hales & George 401(K) Plan-25$2,593,427$242,595$9,704iApproximate average salary by contribution assumption: employee only about $242,595 at 4% or $161,730 at 6%; with 50% employer match about $161,730 at 4% or $107,820 at 6%; with 100% employer match about $121,297 at 4% or $80,865 at 6%.
2022123$2,079,960$208,286$9,056iApproximate average salary by contribution assumption: employee only about $226,398 at 4% or $150,932 at 6%; with 50% employer match about $150,932 at 4% or $100,621 at 6%; with 100% employer match about $113,199 at 4% or $75,466 at 6%.
Hales & George 401(K) Plan-23$2,079,960$208,286$9,056iApproximate average salary by contribution assumption: employee only about $226,398 at 4% or $150,932 at 6%; with 50% employer match about $150,932 at 4% or $100,621 at 6%; with 100% employer match about $113,199 at 4% or $75,466 at 6%.
2021118$2,311,278$88,694$4,927iApproximate average salary by contribution assumption: employee only about $123,186 at 4% or $82,124 at 6%; with 50% employer match about $82,124 at 4% or $54,749 at 6%; with 100% employer match about $61,593 at 4% or $41,062 at 6%.
Hales & George 401(K) Plan-18$2,311,278$88,694$4,927iApproximate average salary by contribution assumption: employee only about $123,186 at 4% or $82,124 at 6%; with 50% employer match about $82,124 at 4% or $54,749 at 6%; with 100% employer match about $61,593 at 4% or $41,062 at 6%.
2020119$2,048,827$242,524$12,764iApproximate average salary by contribution assumption: employee only about $319,111 at 4% or $212,740 at 6%; with 50% employer match about $212,740 at 4% or $141,827 at 6%; with 100% employer match about $159,555 at 4% or $106,370 at 6%.
Hales & George 401(K) Plan-19$2,048,827$242,524$12,764iApproximate average salary by contribution assumption: employee only about $319,111 at 4% or $212,740 at 6%; with 50% employer match about $212,740 at 4% or $141,827 at 6%; with 100% employer match about $159,555 at 4% or $106,370 at 6%.
2019120$1,589,660$246,138$12,307iApproximate average salary by contribution assumption: employee only about $307,673 at 4% or $205,115 at 6%; with 50% employer match about $205,115 at 4% or $136,743 at 6%; with 100% employer match about $153,836 at 4% or $102,558 at 6%.
Hales & George 401(K) Plan-20$1,589,660$246,138$12,307iApproximate average salary by contribution assumption: employee only about $307,673 at 4% or $205,115 at 6%; with 50% employer match about $205,115 at 4% or $136,743 at 6%; with 100% employer match about $153,836 at 4% or $102,558 at 6%.
2018120$1,154,933$328,866$16,443iApproximate average salary by contribution assumption: employee only about $411,083 at 4% or $274,055 at 6%; with 50% employer match about $274,055 at 4% or $182,703 at 6%; with 100% employer match about $205,541 at 4% or $137,028 at 6%.
Hales & George 401(K) Plan-20$1,154,933$328,866$16,443iApproximate average salary by contribution assumption: employee only about $411,083 at 4% or $274,055 at 6%; with 50% employer match about $274,055 at 4% or $182,703 at 6%; with 100% employer match about $205,541 at 4% or $137,028 at 6%.
2017117$919,113$182,198$10,718iApproximate average salary by contribution assumption: employee only about $267,938 at 4% or $178,625 at 6%; with 50% employer match about $178,625 at 4% or $119,084 at 6%; with 100% employer match about $133,969 at 4% or $89,313 at 6%.
Hales & George 401(K) Plan-17$919,113$182,198$10,718iApproximate average salary by contribution assumption: employee only about $267,938 at 4% or $178,625 at 6%; with 50% employer match about $178,625 at 4% or $119,084 at 6%; with 100% employer match about $133,969 at 4% or $89,313 at 6%.
2016113$652,854$170,158$13,089iApproximate average salary by contribution assumption: employee only about $327,227 at 4% or $218,151 at 6%; with 50% employer match about $218,151 at 4% or $145,434 at 6%; with 100% employer match about $163,613 at 4% or $109,076 at 6%.
Hales & George 401(K) Plan-13$652,854$170,158$13,089iApproximate average salary by contribution assumption: employee only about $327,227 at 4% or $218,151 at 6%; with 50% employer match about $218,151 at 4% or $145,434 at 6%; with 100% employer match about $163,613 at 4% or $109,076 at 6%.
2015113$446,200$188,072$14,467iApproximate average salary by contribution assumption: employee only about $361,677 at 4% or $241,118 at 6%; with 50% employer match about $241,118 at 4% or $160,745 at 6%; with 100% employer match about $180,838 at 4% or $120,559 at 6%.
Hales & George 401(K) Plan-13$446,200$188,072$14,467iApproximate average salary by contribution assumption: employee only about $361,677 at 4% or $241,118 at 6%; with 50% employer match about $241,118 at 4% or $160,745 at 6%; with 100% employer match about $180,838 at 4% or $120,559 at 6%.
2014114$264,105$183,854$13,132iApproximate average salary by contribution assumption: employee only about $328,311 at 4% or $218,874 at 6%; with 50% employer match about $218,874 at 4% or $145,916 at 6%; with 100% employer match about $164,155 at 4% or $109,437 at 6%.
Hales & George 401(K) Plan-14$264,105$183,854$13,132iApproximate average salary by contribution assumption: employee only about $328,311 at 4% or $218,874 at 6%; with 50% employer match about $218,874 at 4% or $145,916 at 6%; with 100% employer match about $164,155 at 4% or $109,437 at 6%.
2013113$74,042$40,000$3,077iApproximate average salary by contribution assumption: employee only about $76,923 at 4% or $51,282 at 6%; with 50% employer match about $51,282 at 4% or $34,188 at 6%; with 100% employer match about $38,462 at 4% or $25,641 at 6%.
Hales & George 401(K) Plan-13$74,042$40,000$3,077iApproximate average salary by contribution assumption: employee only about $76,923 at 4% or $51,282 at 6%; with 50% employer match about $51,282 at 4% or $34,188 at 6%; with 100% employer match about $38,462 at 4% or $25,641 at 6%.
201214$40,034$1,350$338iApproximate average salary by contribution assumption: employee only about $8,438 at 4% or $5,625 at 6%; with 50% employer match about $5,625 at 4% or $3,750 at 6%; with 100% employer match about $4,219 at 4% or $2,813 at 6%.
Hales & George 401(K) Plan-4$40,034$1,350$338iApproximate average salary by contribution assumption: employee only about $8,438 at 4% or $5,625 at 6%; with 50% employer match about $5,625 at 4% or $3,750 at 6%; with 100% employer match about $4,219 at 4% or $2,813 at 6%.
201115$37,214$13,220$2,644iApproximate average salary by contribution assumption: employee only about $66,100 at 4% or $44,067 at 6%; with 50% employer match about $44,067 at 4% or $29,378 at 6%; with 100% employer match about $33,050 at 4% or $22,033 at 6%.
Hales & George 401(K) Plan-5$37,214$13,220$2,644iApproximate average salary by contribution assumption: employee only about $66,100 at 4% or $44,067 at 6%; with 50% employer match about $44,067 at 4% or $29,378 at 6%; with 100% employer match about $33,050 at 4% or $22,033 at 6%.
201014$23,803$2,625$656iApproximate average salary by contribution assumption: employee only about $16,406 at 4% or $10,938 at 6%; with 50% employer match about $10,938 at 4% or $7,292 at 6%; with 100% employer match about $8,203 at 4% or $5,469 at 6%.
Hales & George 401(K) Plan-4$23,803$2,625$656iApproximate average salary by contribution assumption: employee only about $16,406 at 4% or $10,938 at 6%; with 50% employer match about $10,938 at 4% or $7,292 at 6%; with 100% employer match about $8,203 at 4% or $5,469 at 6%.
200915$23,747$2,520$504iApproximate average salary by contribution assumption: employee only about $12,600 at 4% or $8,400 at 6%; with 50% employer match about $8,400 at 4% or $5,600 at 6%; with 100% employer match about $6,300 at 4% or $4,200 at 6%.
Hales & George 401(K) Plan-5$23,747$2,520$504iApproximate average salary by contribution assumption: employee only about $12,600 at 4% or $8,400 at 6%; with 50% employer match about $8,400 at 4% or $5,600 at 6%; with 100% employer match about $6,300 at 4% or $4,200 at 6%.