Civic Intelligence

Hdl, Coren & Cone

Plan context: Hdl Coren & Cone Inc. Employee Stock Ownership Plan

EIN 95-4398586 • Diamond Bar, CA • 44 filings • 5 plans

1340 Valley Vista Drive, Suite 200Diamond Bar, CA 91765-3913
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$16,745,136

2024 Contributions

$635,982

Historical Graphs

Total Assets Over Time

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

$16,745,136$8,372,568$0199920132024YearValue
$16,745,136Latest year 2024

Participants Over Time

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

1580199920122024YearValue
12Latest 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
2024212$16,745,136$635,982$52,999iApproximate average salary by contribution assumption: employee only about $1,324,963 at 4% or $883,308 at 6%; with 50% employer match about $883,308 at 4% or $588,872 at 6%; with 100% employer match about $662,481 at 4% or $441,654 at 6%.
Hdl Coren & Cone Inc. Employee Stock Ownership Plan-12$13,578,118$360,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Hdl Coren & Cone Profit Sharing Plan-12$3,167,018$275,982$22,999iApproximate average salary by contribution assumption: employee only about $574,963 at 4% or $383,308 at 6%; with 50% employer match about $383,308 at 4% or $255,539 at 6%; with 100% employer match about $287,481 at 4% or $191,654 at 6%.
2023213$12,725,337$397,195$30,553iApproximate average salary by contribution assumption: employee only about $763,837 at 4% or $509,224 at 6%; with 50% employer match about $509,224 at 4% or $339,483 at 6%; with 100% employer match about $381,918 at 4% or $254,612 at 6%.
Hdl Coren & Cone Inc. Employee Stock Ownership Plan-10$10,095,102$153,938$15,394iApproximate average salary by contribution assumption: employee only about $384,845 at 4% or $256,563 at 6%; with 50% employer match about $256,563 at 4% or $171,042 at 6%; with 100% employer match about $192,423 at 4% or $128,282 at 6%.
Hdl Coren & Cone Profit Sharing Plan-13$2,630,235$243,257$18,712iApproximate average salary by contribution assumption: employee only about $467,802 at 4% or $311,868 at 6%; with 50% employer match about $311,868 at 4% or $207,912 at 6%; with 100% employer match about $233,901 at 4% or $155,934 at 6%.
2022213$11,478,192$298,413$22,955iApproximate average salary by contribution assumption: employee only about $573,871 at 4% or $382,581 at 6%; with 50% employer match about $382,581 at 4% or $255,054 at 6%; with 100% employer match about $286,936 at 4% or $191,290 at 6%.
Hdl Coren & Cone Inc. Employee Stock Ownership Plan-11$9,334,810$50,000$4,545iApproximate average salary by contribution assumption: employee only about $113,636 at 4% or $75,758 at 6%; with 50% employer match about $75,758 at 4% or $50,505 at 6%; with 100% employer match about $56,818 at 4% or $37,879 at 6%.
Hdl Coren & Cone Profit Sharing Plan-13$2,143,382$248,413$19,109iApproximate average salary by contribution assumption: employee only about $477,717 at 4% or $318,478 at 6%; with 50% employer match about $318,478 at 4% or $212,319 at 6%; with 100% employer match about $238,859 at 4% or $159,239 at 6%.
2021215$12,351,205$403,093$26,873iApproximate average salary by contribution assumption: employee only about $671,822 at 4% or $447,881 at 6%; with 50% employer match about $447,881 at 4% or $298,587 at 6%; with 100% employer match about $335,911 at 4% or $223,941 at 6%.
Hdl Coren & Cone Inc. Employee Stock Ownership Plan-10$9,392,737$50,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Hdl Coren & Cone Profit Sharing Plan-15$2,958,468$353,093$23,540iApproximate average salary by contribution assumption: employee only about $588,488 at 4% or $392,326 at 6%; with 50% employer match about $392,326 at 4% or $261,550 at 6%; with 100% employer match about $294,244 at 4% or $196,163 at 6%.
2020215$10,417,193$322,504$21,500iApproximate average salary by contribution assumption: employee only about $537,507 at 4% or $358,338 at 6%; with 50% employer match about $358,338 at 4% or $238,892 at 6%; with 100% employer match about $268,753 at 4% or $179,169 at 6%.
Hdl Coren & Cone Inc. Employee Stock Ownership Plan-10$8,059,701$100,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Hdl Coren & Cone Profit Sharing Plan-15$2,357,492$222,504$14,834iApproximate average salary by contribution assumption: employee only about $370,840 at 4% or $247,227 at 6%; with 50% employer match about $247,227 at 4% or $164,818 at 6%; with 100% employer match about $185,420 at 4% or $123,613 at 6%.
2019211$8,753,628$355,308$32,301iApproximate average salary by contribution assumption: employee only about $807,518 at 4% or $538,345 at 6%; with 50% employer match about $538,345 at 4% or $358,897 at 6%; with 100% employer match about $403,759 at 4% or $269,173 at 6%.
Hdl Coren & Cone Inc. Employee Stock Ownership Plan-11$6,787,712$211,587$19,235iApproximate average salary by contribution assumption: employee only about $480,880 at 4% or $320,586 at 6%; with 50% employer match about $320,586 at 4% or $213,724 at 6%; with 100% employer match about $240,440 at 4% or $160,293 at 6%.
Hdl Coren & Cone Profit Sharing Plan-11$1,965,916$143,721$13,066iApproximate average salary by contribution assumption: employee only about $326,639 at 4% or $217,759 at 6%; with 50% employer match about $217,759 at 4% or $145,173 at 6%; with 100% employer match about $163,319 at 4% or $108,880 at 6%.
2018211$6,995,576$401,897$36,536iApproximate average salary by contribution assumption: employee only about $913,402 at 4% or $608,935 at 6%; with 50% employer match about $608,935 at 4% or $405,957 at 6%; with 100% employer match about $456,701 at 4% or $304,467 at 6%.
Hdl Coren & Cone Inc. Employee Stock Ownership Plan-10$5,468,709$248,847$24,885iApproximate average salary by contribution assumption: employee only about $622,118 at 4% or $414,745 at 6%; with 50% employer match about $414,745 at 4% or $276,497 at 6%; with 100% employer match about $311,059 at 4% or $207,373 at 6%.
Hdl Coren & Cone Profit Sharing Plan-11$1,526,867$153,050$13,914iApproximate average salary by contribution assumption: employee only about $347,841 at 4% or $231,894 at 6%; with 50% employer match about $231,894 at 4% or $154,596 at 6%; with 100% employer match about $173,920 at 4% or $115,947 at 6%.
2017211$6,270,385$243,847$22,168iApproximate average salary by contribution assumption: employee only about $554,198 at 4% or $369,465 at 6%; with 50% employer match about $369,465 at 4% or $246,310 at 6%; with 100% employer match about $277,099 at 4% or $184,733 at 6%.
Hdl Coren & Cone Inc. Employee Stock Ownership Plan-10$4,803,510$113,013$11,301iApproximate average salary by contribution assumption: employee only about $282,533 at 4% or $188,355 at 6%; with 50% employer match about $188,355 at 4% or $125,570 at 6%; with 100% employer match about $141,266 at 4% or $94,178 at 6%.
Hdl Coren & Cone Profit Sharing Plan-11$1,466,875$130,834$11,894iApproximate average salary by contribution assumption: employee only about $297,350 at 4% or $198,233 at 6%; with 50% employer match about $198,233 at 4% or $132,156 at 6%; with 100% employer match about $148,675 at 4% or $99,117 at 6%.
2016211$4,951,181$49,294$4,481iApproximate average salary by contribution assumption: employee only about $112,032 at 4% or $74,688 at 6%; with 50% employer match about $74,688 at 4% or $49,792 at 6%; with 100% employer match about $56,016 at 4% or $37,344 at 6%.
Hdl Coren & Cone Inc. Employee Stock Ownership Plan-10$3,807,271--
Hdl Coren & Cone Profit Sharing Plan-11$1,143,910$49,294$4,481iApproximate average salary by contribution assumption: employee only about $112,032 at 4% or $74,688 at 6%; with 50% employer match about $74,688 at 4% or $49,792 at 6%; with 100% employer match about $56,016 at 4% or $37,344 at 6%.
2015212$4,032,475$350,570$29,214iApproximate average salary by contribution assumption: employee only about $730,354 at 4% or $486,903 at 6%; with 50% employer match about $486,903 at 4% or $324,602 at 6%; with 100% employer match about $365,177 at 4% or $243,451 at 6%.
Hdl Coren & Cone Inc. Employee Stock Ownership Plan-11$3,015,488$300,000$27,273iApproximate average salary by contribution assumption: employee only about $681,818 at 4% or $454,545 at 6%; with 50% employer match about $454,545 at 4% or $303,030 at 6%; with 100% employer match about $340,909 at 4% or $227,273 at 6%.
Hdl Coren & Cone Profit Sharing Plan-12$1,016,987$50,570$4,214iApproximate average salary by contribution assumption: employee only about $105,354 at 4% or $70,236 at 6%; with 50% employer match about $70,236 at 4% or $46,824 at 6%; with 100% employer match about $52,677 at 4% or $35,118 at 6%.
2014211$4,661,429$416,870$37,897iApproximate average salary by contribution assumption: employee only about $947,432 at 4% or $631,621 at 6%; with 50% employer match about $631,621 at 4% or $421,081 at 6%; with 100% employer match about $473,716 at 4% or $315,811 at 6%.
Hdl Coren & Cone Inc. Employee Stock Ownership Plan-11$2,761,536$382,546$34,777iApproximate average salary by contribution assumption: employee only about $869,423 at 4% or $579,615 at 6%; with 50% employer match about $579,615 at 4% or $386,410 at 6%; with 100% employer match about $434,711 at 4% or $289,808 at 6%.
Hdl Coren & Cone Profit Sharing Plan-11$1,899,893$34,324$3,120iApproximate average salary by contribution assumption: employee only about $78,009 at 4% or $52,006 at 6%; with 50% employer match about $52,006 at 4% or $34,671 at 6%; with 100% employer match about $39,005 at 4% or $26,003 at 6%.
2013212$4,979,144$417,859$34,822iApproximate average salary by contribution assumption: employee only about $870,540 at 4% or $580,360 at 6%; with 50% employer match about $580,360 at 4% or $386,906 at 6%; with 100% employer match about $435,270 at 4% or $290,180 at 6%.
Hdl Coren & Cone Profit Sharing Plan-12$2,667,404$38,999$3,250iApproximate average salary by contribution assumption: employee only about $81,248 at 4% or $54,165 at 6%; with 50% employer match about $54,165 at 4% or $36,110 at 6%; with 100% employer match about $40,624 at 4% or $27,083 at 6%.
Hdl Coren & Cone Inc. Employee Stock Ownership Plan-11$2,311,740$378,860$34,442iApproximate average salary by contribution assumption: employee only about $861,045 at 4% or $574,030 at 6%; with 50% employer match about $574,030 at 4% or $382,687 at 6%; with 100% employer match about $430,523 at 4% or $287,015 at 6%.
2012212$4,281,963$268,988$22,416iApproximate average salary by contribution assumption: employee only about $560,392 at 4% or $373,594 at 6%; with 50% employer match about $373,594 at 4% or $249,063 at 6%; with 100% employer match about $280,196 at 4% or $186,797 at 6%.
Hdl Coren & Cone Profit Sharing Plan-12$2,165,340$21,863$1,822iApproximate average salary by contribution assumption: employee only about $45,548 at 4% or $30,365 at 6%; with 50% employer match about $30,365 at 4% or $20,244 at 6%; with 100% employer match about $22,774 at 4% or $15,183 at 6%.
Hdl Coren & Cone Inc. Employee Stock Ownership Plan-11$2,116,623$247,125$22,466iApproximate average salary by contribution assumption: employee only about $561,648 at 4% or $374,432 at 6%; with 50% employer match about $374,432 at 4% or $249,621 at 6%; with 100% employer match about $280,824 at 4% or $187,216 at 6%.
2011213$4,892,380$314,318$24,178iApproximate average salary by contribution assumption: employee only about $604,458 at 4% or $402,972 at 6%; with 50% employer match about $402,972 at 4% or $268,648 at 6%; with 100% employer match about $302,229 at 4% or $201,486 at 6%.
Hdl Coren & Cone Inc. Employee Stock Ownership Plan-11$2,536,900$256,230$23,294iApproximate average salary by contribution assumption: employee only about $582,341 at 4% or $388,227 at 6%; with 50% employer match about $388,227 at 4% or $258,818 at 6%; with 100% employer match about $291,170 at 4% or $194,114 at 6%.
Hdl Coren & Cone Profit Sharing Plan-13$2,355,480$58,088$4,468iApproximate average salary by contribution assumption: employee only about $111,708 at 4% or $74,472 at 6%; with 50% employer match about $74,472 at 4% or $49,648 at 6%; with 100% employer match about $55,854 at 4% or $37,236 at 6%.
2010111$2,393,074$54,112$4,919iApproximate average salary by contribution assumption: employee only about $122,982 at 4% or $81,988 at 6%; with 50% employer match about $81,988 at 4% or $54,659 at 6%; with 100% employer match about $61,491 at 4% or $40,994 at 6%.
Hdl Coren & Cone Profit Sharing Plan-11$2,393,074$54,112$4,919iApproximate average salary by contribution assumption: employee only about $122,982 at 4% or $81,988 at 6%; with 50% employer match about $81,988 at 4% or $54,659 at 6%; with 100% employer match about $61,491 at 4% or $40,994 at 6%.
2009110$2,119,551$33,250$3,325iApproximate average salary by contribution assumption: employee only about $83,125 at 4% or $55,417 at 6%; with 50% employer match about $55,417 at 4% or $36,944 at 6%; with 100% employer match about $41,563 at 4% or $27,708 at 6%.
Hdl Coren & Cone Profit Sharing Plan-10$2,119,551$33,250$3,325iApproximate average salary by contribution assumption: employee only about $83,125 at 4% or $55,417 at 6%; with 50% employer match about $55,417 at 4% or $36,944 at 6%; with 100% employer match about $41,563 at 4% or $27,708 at 6%.
2008111$1,675,818$27,663$2,515iApproximate average salary by contribution assumption: employee only about $62,870 at 4% or $41,914 at 6%; with 50% employer match about $41,914 at 4% or $27,942 at 6%; with 100% employer match about $31,435 at 4% or $20,957 at 6%.
Hdl Coren & Cone Profit Sharing Plan-11$1,675,818$27,663$2,515iApproximate average salary by contribution assumption: employee only about $62,870 at 4% or $41,914 at 6%; with 50% employer match about $41,914 at 4% or $27,942 at 6%; with 100% employer match about $31,435 at 4% or $20,957 at 6%.
2007110$2,479,585$160,119$16,012iApproximate average salary by contribution assumption: employee only about $400,298 at 4% or $266,865 at 6%; with 50% employer match about $266,865 at 4% or $177,910 at 6%; with 100% employer match about $200,149 at 4% or $133,433 at 6%.
Hdl Coren & Cone Profit Sharing Plan-10$2,479,585$160,119$16,012iApproximate average salary by contribution assumption: employee only about $400,298 at 4% or $266,865 at 6%; with 50% employer match about $266,865 at 4% or $177,910 at 6%; with 100% employer match about $200,149 at 4% or $133,433 at 6%.
2006110$2,121,502$167,063$16,706iApproximate average salary by contribution assumption: employee only about $417,658 at 4% or $278,438 at 6%; with 50% employer match about $278,438 at 4% or $185,626 at 6%; with 100% employer match about $208,829 at 4% or $139,219 at 6%.
Hdl Coren & Cone Profit Sharing Plan-10$2,121,502$167,063$16,706iApproximate average salary by contribution assumption: employee only about $417,658 at 4% or $278,438 at 6%; with 50% employer match about $278,438 at 4% or $185,626 at 6%; with 100% employer match about $208,829 at 4% or $139,219 at 6%.
2005110$1,714,858$147,212$14,721iApproximate average salary by contribution assumption: employee only about $368,030 at 4% or $245,353 at 6%; with 50% employer match about $245,353 at 4% or $163,569 at 6%; with 100% employer match about $184,015 at 4% or $122,677 at 6%.
Hdl Coren & Cone Profit Sharing Plan-10$1,714,858$147,212$14,721iApproximate average salary by contribution assumption: employee only about $368,030 at 4% or $245,353 at 6%; with 50% employer match about $245,353 at 4% or $163,569 at 6%; with 100% employer match about $184,015 at 4% or $122,677 at 6%.
200419$1,462,972$153,679$17,075iApproximate average salary by contribution assumption: employee only about $426,886 at 4% or $284,591 at 6%; with 50% employer match about $284,591 at 4% or $189,727 at 6%; with 100% employer match about $213,443 at 4% or $142,295 at 6%.
Hdl Coren & Cone Profit Sharing Plan-9$1,462,972$153,679$17,075iApproximate average salary by contribution assumption: employee only about $426,886 at 4% or $284,591 at 6%; with 50% employer match about $284,591 at 4% or $189,727 at 6%; with 100% employer match about $213,443 at 4% or $142,295 at 6%.
200319$1,178,215$138,658$15,406iApproximate average salary by contribution assumption: employee only about $385,161 at 4% or $256,774 at 6%; with 50% employer match about $256,774 at 4% or $171,183 at 6%; with 100% employer match about $192,581 at 4% or $128,387 at 6%.
Hdl Coren & Cone Profit Sharing Plan-9$1,178,215$138,658$15,406iApproximate average salary by contribution assumption: employee only about $385,161 at 4% or $256,774 at 6%; with 50% employer match about $256,774 at 4% or $171,183 at 6%; with 100% employer match about $192,581 at 4% or $128,387 at 6%.
200229$866,417$69,587$7,732iApproximate average salary by contribution assumption: employee only about $193,297 at 4% or $128,865 at 6%; with 50% employer match about $128,865 at 4% or $85,910 at 6%; with 100% employer match about $96,649 at 4% or $64,432 at 6%.
Hdl Coren & Cone Profit Sharing Plan-9$866,417$69,587$7,732iApproximate average salary by contribution assumption: employee only about $193,297 at 4% or $128,865 at 6%; with 50% employer match about $128,865 at 4% or $85,910 at 6%; with 100% employer match about $96,649 at 4% or $64,432 at 6%.
Hdl Coren & Cone Money Purchase Pension Plan-0---
200129$0$0-
Hdl Coren & Cone Money Purchase Pension Plan-9---
Hdl Coren & Cone Profit Sharing Plan-9---
200029$0$0-
Hdl Coren & Cone Money Purchase Pension Plan-9---
Hdl Coren & Cone Profit Sharing Plan-9---
199928$930,636$113,526$14,191iApproximate average salary by contribution assumption: employee only about $354,769 at 4% or $236,513 at 6%; with 50% employer match about $236,513 at 4% or $157,675 at 6%; with 100% employer match about $177,384 at 4% or $118,256 at 6%.
Hdl Coren & Cone Money Purchase Pension Plan-8$545,258$61,441$7,680iApproximate average salary by contribution assumption: employee only about $192,003 at 4% or $128,002 at 6%; with 50% employer match about $128,002 at 4% or $85,335 at 6%; with 100% employer match about $96,002 at 4% or $64,001 at 6%.
Hdl Coren & Cone Profit Sharing Plan-8$385,378$52,085$6,511iApproximate average salary by contribution assumption: employee only about $162,766 at 4% or $108,510 at 6%; with 50% employer match about $108,510 at 4% or $72,340 at 6%; with 100% employer match about $81,383 at 4% or $54,255 at 6%.