Civic Intelligence

Hearthstone Advisors Inc.

Plan context: Hearthstone Advisors Inc. 401K Plan

EIN 94-3160302 • Calabasas, CA • 26 filings • 3 plans

23975 Park Sorrento, Suite 220Calabasas, CA 91302
Current Snapshot

Latest Year

2024

2024 Participants

30

2024 Assets

$9,155,832

2024 Contributions

$410,786

Historical Graphs

Total Assets Over Time

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

$9,875,474$4,937,737$0199920132024YearValue
$9,155,832Latest year 2024

Participants Over Time

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

67340199920122024YearValue
30Latest 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
2024130$9,155,832$410,786$13,693iApproximate average salary by contribution assumption: employee only about $342,322 at 4% or $228,214 at 6%; with 50% employer match about $228,214 at 4% or $152,143 at 6%; with 100% employer match about $171,161 at 4% or $114,107 at 6%.
Hearthstone Advisors Inc. 401K Plan-30$9,155,832$410,786$13,693iApproximate average salary by contribution assumption: employee only about $342,322 at 4% or $228,214 at 6%; with 50% employer match about $228,214 at 4% or $152,143 at 6%; with 100% employer match about $171,161 at 4% or $114,107 at 6%.
2023132$7,678,938$355,008$11,094iApproximate average salary by contribution assumption: employee only about $277,350 at 4% or $184,900 at 6%; with 50% employer match about $184,900 at 4% or $123,267 at 6%; with 100% employer match about $138,675 at 4% or $92,450 at 6%.
Hearthstone Advisors Inc. 401K Plan-32$7,678,938$355,008$11,094iApproximate average salary by contribution assumption: employee only about $277,350 at 4% or $184,900 at 6%; with 50% employer match about $184,900 at 4% or $123,267 at 6%; with 100% employer match about $138,675 at 4% or $92,450 at 6%.
2022131$6,371,439$326,392$10,529iApproximate average salary by contribution assumption: employee only about $263,219 at 4% or $175,480 at 6%; with 50% employer match about $175,480 at 4% or $116,986 at 6%; with 100% employer match about $131,610 at 4% or $87,740 at 6%.
Hearthstone Advisors Inc. 401K Plan-31$6,371,439$326,392$10,529iApproximate average salary by contribution assumption: employee only about $263,219 at 4% or $175,480 at 6%; with 50% employer match about $175,480 at 4% or $116,986 at 6%; with 100% employer match about $131,610 at 4% or $87,740 at 6%.
2021128$9,875,474$284,323$10,154iApproximate average salary by contribution assumption: employee only about $253,860 at 4% or $169,240 at 6%; with 50% employer match about $169,240 at 4% or $112,827 at 6%; with 100% employer match about $126,930 at 4% or $84,620 at 6%.
Hearthstone Advisors Inc. 401K Plan-28$9,875,474$284,323$10,154iApproximate average salary by contribution assumption: employee only about $253,860 at 4% or $169,240 at 6%; with 50% employer match about $169,240 at 4% or $112,827 at 6%; with 100% employer match about $126,930 at 4% or $84,620 at 6%.
2020126$8,208,825$267,518$10,289iApproximate average salary by contribution assumption: employee only about $257,229 at 4% or $171,486 at 6%; with 50% employer match about $171,486 at 4% or $114,324 at 6%; with 100% employer match about $128,614 at 4% or $85,743 at 6%.
Hearthstone Advisors Inc. 401K Plan-26$8,208,825$267,518$10,289iApproximate average salary by contribution assumption: employee only about $257,229 at 4% or $171,486 at 6%; with 50% employer match about $171,486 at 4% or $114,324 at 6%; with 100% employer match about $128,614 at 4% or $85,743 at 6%.
2019127$7,029,780$252,089$9,337iApproximate average salary by contribution assumption: employee only about $233,416 at 4% or $155,610 at 6%; with 50% employer match about $155,610 at 4% or $103,740 at 6%; with 100% employer match about $116,708 at 4% or $77,805 at 6%.
Hearthstone Advisors Inc. 401K Plan-27$7,029,780$252,089$9,337iApproximate average salary by contribution assumption: employee only about $233,416 at 4% or $155,610 at 6%; with 50% employer match about $155,610 at 4% or $103,740 at 6%; with 100% employer match about $116,708 at 4% or $77,805 at 6%.
2018128$5,532,644$251,018$8,965iApproximate average salary by contribution assumption: employee only about $224,123 at 4% or $149,415 at 6%; with 50% employer match about $149,415 at 4% or $99,610 at 6%; with 100% employer match about $112,062 at 4% or $74,708 at 6%.
Hearthstone Advisors Inc. 401K Plan-28$5,532,644$251,018$8,965iApproximate average salary by contribution assumption: employee only about $224,123 at 4% or $149,415 at 6%; with 50% employer match about $149,415 at 4% or $99,610 at 6%; with 100% employer match about $112,062 at 4% or $74,708 at 6%.
2017131$5,834,003$329,437$10,627iApproximate average salary by contribution assumption: employee only about $265,675 at 4% or $177,117 at 6%; with 50% employer match about $177,117 at 4% or $118,078 at 6%; with 100% employer match about $132,838 at 4% or $88,558 at 6%.
Hearthstone Advisors Inc. 401K Plan-31$5,834,003$329,437$10,627iApproximate average salary by contribution assumption: employee only about $265,675 at 4% or $177,117 at 6%; with 50% employer match about $177,117 at 4% or $118,078 at 6%; with 100% employer match about $132,838 at 4% or $88,558 at 6%.
2016132$4,750,854$223,056$6,971iApproximate average salary by contribution assumption: employee only about $174,263 at 4% or $116,175 at 6%; with 50% employer match about $116,175 at 4% or $77,450 at 6%; with 100% employer match about $87,131 at 4% or $58,088 at 6%.
Hearthstone Advisors Inc. 401K Plan-32$4,750,854$223,056$6,971iApproximate average salary by contribution assumption: employee only about $174,263 at 4% or $116,175 at 6%; with 50% employer match about $116,175 at 4% or $77,450 at 6%; with 100% employer match about $87,131 at 4% or $58,088 at 6%.
2015136$4,652,283$207,822$5,773iApproximate average salary by contribution assumption: employee only about $144,321 at 4% or $96,214 at 6%; with 50% employer match about $96,214 at 4% or $64,143 at 6%; with 100% employer match about $72,160 at 4% or $48,107 at 6%.
Hearthstone Advisors Inc. 401K Plan-36$4,652,283$207,822$5,773iApproximate average salary by contribution assumption: employee only about $144,321 at 4% or $96,214 at 6%; with 50% employer match about $96,214 at 4% or $64,143 at 6%; with 100% employer match about $72,160 at 4% or $48,107 at 6%.
2014138$4,748,702$221,457$5,828iApproximate average salary by contribution assumption: employee only about $145,695 at 4% or $97,130 at 6%; with 50% employer match about $97,130 at 4% or $64,754 at 6%; with 100% employer match about $72,848 at 4% or $48,565 at 6%.
Hearthstone Advisors Inc. 401K Plan-38$4,748,702$221,457$5,828iApproximate average salary by contribution assumption: employee only about $145,695 at 4% or $97,130 at 6%; with 50% employer match about $97,130 at 4% or $64,754 at 6%; with 100% employer match about $72,848 at 4% or $48,565 at 6%.
2013142$4,456,870$247,697$5,898iApproximate average salary by contribution assumption: employee only about $147,439 at 4% or $98,292 at 6%; with 50% employer match about $98,292 at 4% or $65,528 at 6%; with 100% employer match about $73,719 at 4% or $49,146 at 6%.
Hearthstone Advisors Inc. 401K Plan-42$4,456,870$247,697$5,898iApproximate average salary by contribution assumption: employee only about $147,439 at 4% or $98,292 at 6%; with 50% employer match about $98,292 at 4% or $65,528 at 6%; with 100% employer match about $73,719 at 4% or $49,146 at 6%.
2012145$3,728,787$242,775$5,395iApproximate average salary by contribution assumption: employee only about $134,875 at 4% or $89,917 at 6%; with 50% employer match about $89,917 at 4% or $59,944 at 6%; with 100% employer match about $67,438 at 4% or $44,958 at 6%.
Hearthstone Advisors Inc. 401K Plan-45$3,728,787$242,775$5,395iApproximate average salary by contribution assumption: employee only about $134,875 at 4% or $89,917 at 6%; with 50% employer match about $89,917 at 4% or $59,944 at 6%; with 100% employer match about $67,438 at 4% or $44,958 at 6%.
2011153$3,422,719$264,898$4,998iApproximate average salary by contribution assumption: employee only about $124,952 at 4% or $83,301 at 6%; with 50% employer match about $83,301 at 4% or $55,534 at 6%; with 100% employer match about $62,476 at 4% or $41,651 at 6%.
Hearthstone Advisors Inc. 401K Plan-53$3,422,719$264,898$4,998iApproximate average salary by contribution assumption: employee only about $124,952 at 4% or $83,301 at 6%; with 50% employer match about $83,301 at 4% or $55,534 at 6%; with 100% employer match about $62,476 at 4% or $41,651 at 6%.
2010127$3,974,095$297,203$11,008iApproximate average salary by contribution assumption: employee only about $275,188 at 4% or $183,459 at 6%; with 50% employer match about $183,459 at 4% or $122,306 at 6%; with 100% employer match about $137,594 at 4% or $91,729 at 6%.
Hearthstone Advisors Inc. 401K Plan-27$3,974,095$297,203$11,008iApproximate average salary by contribution assumption: employee only about $275,188 at 4% or $183,459 at 6%; with 50% employer match about $183,459 at 4% or $122,306 at 6%; with 100% employer match about $137,594 at 4% or $91,729 at 6%.
2009129$3,463,739$286,658$9,885iApproximate average salary by contribution assumption: employee only about $247,119 at 4% or $164,746 at 6%; with 50% employer match about $164,746 at 4% or $109,831 at 6%; with 100% employer match about $123,559 at 4% or $82,373 at 6%.
Hearthstone Advisors Inc. 401K Plan-29$3,463,739$286,658$9,885iApproximate average salary by contribution assumption: employee only about $247,119 at 4% or $164,746 at 6%; with 50% employer match about $164,746 at 4% or $109,831 at 6%; with 100% employer match about $123,559 at 4% or $82,373 at 6%.
2008132$0$0-
Hearthstone Advisors Inc. 401K Plan-32---
2007147$0$0-
Hearthstone Advisors Inc. 401K Plan-47---
2006167$3,303,897$615,991$9,194iApproximate average salary by contribution assumption: employee only about $229,847 at 4% or $153,232 at 6%; with 50% employer match about $153,232 at 4% or $102,154 at 6%; with 100% employer match about $114,924 at 4% or $76,616 at 6%.
Hearthstone Advisors Inc. 401K Plan-67$3,303,897$615,991$9,194iApproximate average salary by contribution assumption: employee only about $229,847 at 4% or $153,232 at 6%; with 50% employer match about $153,232 at 4% or $102,154 at 6%; with 100% employer match about $114,924 at 4% or $76,616 at 6%.
2005150$2,466,655$458,453$9,169iApproximate average salary by contribution assumption: employee only about $229,226 at 4% or $152,818 at 6%; with 50% employer match about $152,818 at 4% or $101,878 at 6%; with 100% employer match about $114,613 at 4% or $76,409 at 6%.
Hearthstone Advisors Inc. 401K Plan-50$2,466,655$458,453$9,169iApproximate average salary by contribution assumption: employee only about $229,226 at 4% or $152,818 at 6%; with 50% employer match about $152,818 at 4% or $101,878 at 6%; with 100% employer match about $114,613 at 4% or $76,409 at 6%.
2004152$1,909,167$377,194$7,254iApproximate average salary by contribution assumption: employee only about $181,343 at 4% or $120,896 at 6%; with 50% employer match about $120,896 at 4% or $80,597 at 6%; with 100% employer match about $90,672 at 4% or $60,448 at 6%.
Hearthstone Advisors Inc. 401K Plan-52$1,909,167$377,194$7,254iApproximate average salary by contribution assumption: employee only about $181,343 at 4% or $120,896 at 6%; with 50% employer match about $120,896 at 4% or $80,597 at 6%; with 100% employer match about $90,672 at 4% or $60,448 at 6%.
2003152$1,546,483$335,740$6,457iApproximate average salary by contribution assumption: employee only about $161,413 at 4% or $107,609 at 6%; with 50% employer match about $107,609 at 4% or $71,739 at 6%; with 100% employer match about $80,707 at 4% or $53,804 at 6%.
Hearthstone Advisors Inc. 401K Plan-52$1,546,483$335,740$6,457iApproximate average salary by contribution assumption: employee only about $161,413 at 4% or $107,609 at 6%; with 50% employer match about $107,609 at 4% or $71,739 at 6%; with 100% employer match about $80,707 at 4% or $53,804 at 6%.
2002161$1,072,255$350,896$5,752iApproximate average salary by contribution assumption: employee only about $143,810 at 4% or $95,873 at 6%; with 50% employer match about $95,873 at 4% or $63,915 at 6%; with 100% employer match about $71,905 at 4% or $47,937 at 6%.
Hearthstone Advisors Inc. 401K Plan-61$1,072,255$350,896$5,752iApproximate average salary by contribution assumption: employee only about $143,810 at 4% or $95,873 at 6%; with 50% employer match about $95,873 at 4% or $63,915 at 6%; with 100% employer match about $71,905 at 4% or $47,937 at 6%.
2001162$989,602$275,821$4,449iApproximate average salary by contribution assumption: employee only about $111,218 at 4% or $74,145 at 6%; with 50% employer match about $74,145 at 4% or $49,430 at 6%; with 100% employer match about $55,609 at 4% or $37,073 at 6%.
Hearthstone Advisors Inc. 401K Plan-62$989,602$275,821$4,449iApproximate average salary by contribution assumption: employee only about $111,218 at 4% or $74,145 at 6%; with 50% employer match about $74,145 at 4% or $49,430 at 6%; with 100% employer match about $55,609 at 4% or $37,073 at 6%.
2000154$1,065,030$419,961$7,777iApproximate average salary by contribution assumption: employee only about $194,426 at 4% or $129,618 at 6%; with 50% employer match about $129,618 at 4% or $86,412 at 6%; with 100% employer match about $97,213 at 4% or $64,809 at 6%.
Hearthstone Advisors Inc. 401K Plan-54$1,065,030$419,961$7,777iApproximate average salary by contribution assumption: employee only about $194,426 at 4% or $129,618 at 6%; with 50% employer match about $129,618 at 4% or $86,412 at 6%; with 100% employer match about $97,213 at 4% or $64,809 at 6%.
1999160$900,530$211,789$3,530iApproximate average salary by contribution assumption: employee only about $88,245 at 4% or $58,830 at 6%; with 50% employer match about $58,830 at 4% or $39,220 at 6%; with 100% employer match about $44,123 at 4% or $29,415 at 6%.
Hearthstone Advisors Inc. 401K Plan-60$900,530$211,789$3,530iApproximate average salary by contribution assumption: employee only about $88,245 at 4% or $58,830 at 6%; with 50% employer match about $58,830 at 4% or $39,220 at 6%; with 100% employer match about $44,123 at 4% or $29,415 at 6%.
Hearthstone Advisors Inc. | EIN 94-3160302 | 2024 Form 5500 Company Profile