Current Snapshot
Latest Year
2024
2024 Participants
23
2024 Assets
$13,380,193
2024 Contributions
$766,279
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 23 | $13,380,193 | $766,279 | $33,316iApproximate average salary by contribution assumption: employee only about $832,912 at 4% or $555,275 at 6%; with 50% employer match about $555,275 at 4% or $370,183 at 6%; with 100% employer match about $416,456 at 4% or $277,637 at 6%. |
| Howe & Rusling 401(K) Plan | - | 23 | $13,380,193 | $766,279 | $33,316iApproximate average salary by contribution assumption: employee only about $832,912 at 4% or $555,275 at 6%; with 50% employer match about $555,275 at 4% or $370,183 at 6%; with 100% employer match about $416,456 at 4% or $277,637 at 6%. |
| 2023 | 1 | 23 | $10,508,465 | $527,754 | $22,946iApproximate average salary by contribution assumption: employee only about $573,646 at 4% or $382,430 at 6%; with 50% employer match about $382,430 at 4% or $254,954 at 6%; with 100% employer match about $286,823 at 4% or $191,215 at 6%. |
| Howe & Rusling 401(K) Plan | - | 23 | $10,508,465 | $527,754 | $22,946iApproximate average salary by contribution assumption: employee only about $573,646 at 4% or $382,430 at 6%; with 50% employer match about $382,430 at 4% or $254,954 at 6%; with 100% employer match about $286,823 at 4% or $191,215 at 6%. |
| 2022 | 1 | 23 | $8,518,637 | $453,789 | $19,730iApproximate average salary by contribution assumption: employee only about $493,249 at 4% or $328,833 at 6%; with 50% employer match about $328,833 at 4% or $219,222 at 6%; with 100% employer match about $246,624 at 4% or $164,416 at 6%. |
| Howe & Rusling 401(K) Plan | - | 23 | $8,518,637 | $453,789 | $19,730iApproximate average salary by contribution assumption: employee only about $493,249 at 4% or $328,833 at 6%; with 50% employer match about $328,833 at 4% or $219,222 at 6%; with 100% employer match about $246,624 at 4% or $164,416 at 6%. |
| 2021 | 1 | 20 | $7,849,775 | $1,447,046 | $72,352iApproximate average salary by contribution assumption: employee only about $1,808,808 at 4% or $1,205,872 at 6%; with 50% employer match about $1,205,872 at 4% or $803,914 at 6%; with 100% employer match about $904,404 at 4% or $602,936 at 6%. |
| Howe & Rusling 401(K) Plan | - | 20 | $7,849,775 | $1,447,046 | $72,352iApproximate average salary by contribution assumption: employee only about $1,808,808 at 4% or $1,205,872 at 6%; with 50% employer match about $1,205,872 at 4% or $803,914 at 6%; with 100% employer match about $904,404 at 4% or $602,936 at 6%. |
| 2020 | 1 | 18 | $6,524,817 | $340,003 | $18,889iApproximate average salary by contribution assumption: employee only about $472,226 at 4% or $314,818 at 6%; with 50% employer match about $314,818 at 4% or $209,878 at 6%; with 100% employer match about $236,113 at 4% or $157,409 at 6%. |
| Howe & Rusling 401(K) Plan | - | 18 | $6,524,817 | $340,003 | $18,889iApproximate average salary by contribution assumption: employee only about $472,226 at 4% or $314,818 at 6%; with 50% employer match about $314,818 at 4% or $209,878 at 6%; with 100% employer match about $236,113 at 4% or $157,409 at 6%. |
| 2019 | 1 | 20 | $5,756,719 | $375,035 | $18,752iApproximate average salary by contribution assumption: employee only about $468,794 at 4% or $312,529 at 6%; with 50% employer match about $312,529 at 4% or $208,353 at 6%; with 100% employer match about $234,397 at 4% or $156,265 at 6%. |
| Howe & Rusling 401(K) Plan | - | 20 | $5,756,719 | $375,035 | $18,752iApproximate average salary by contribution assumption: employee only about $468,794 at 4% or $312,529 at 6%; with 50% employer match about $312,529 at 4% or $208,353 at 6%; with 100% employer match about $234,397 at 4% or $156,265 at 6%. |
| 2018 | 1 | 20 | $9,328,809 | $316,038 | $15,802iApproximate average salary by contribution assumption: employee only about $395,048 at 4% or $263,365 at 6%; with 50% employer match about $263,365 at 4% or $175,577 at 6%; with 100% employer match about $197,524 at 4% or $131,683 at 6%. |
| Howe & Rusling 401(K) Plan | - | 20 | $9,328,809 | $316,038 | $15,802iApproximate average salary by contribution assumption: employee only about $395,048 at 4% or $263,365 at 6%; with 50% employer match about $263,365 at 4% or $175,577 at 6%; with 100% employer match about $197,524 at 4% or $131,683 at 6%. |
| 2017 | 1 | 20 | $8,405,825 | $284,325 | $14,216iApproximate average salary by contribution assumption: employee only about $355,406 at 4% or $236,938 at 6%; with 50% employer match about $236,938 at 4% or $157,958 at 6%; with 100% employer match about $177,703 at 4% or $118,469 at 6%. |
| Howe & Rusling 401(K) Plan | - | 20 | $8,405,825 | $284,325 | $14,216iApproximate average salary by contribution assumption: employee only about $355,406 at 4% or $236,938 at 6%; with 50% employer match about $236,938 at 4% or $157,958 at 6%; with 100% employer match about $177,703 at 4% or $118,469 at 6%. |
| 2016 | 1 | 18 | $7,190,178 | $283,853 | $15,770iApproximate average salary by contribution assumption: employee only about $394,240 at 4% or $262,827 at 6%; with 50% employer match about $262,827 at 4% or $175,218 at 6%; with 100% employer match about $197,120 at 4% or $131,413 at 6%. |
| Howe & Rusling 401(K) Plan | - | 18 | $7,190,178 | $283,853 | $15,770iApproximate average salary by contribution assumption: employee only about $394,240 at 4% or $262,827 at 6%; with 50% employer match about $262,827 at 4% or $175,218 at 6%; with 100% employer match about $197,120 at 4% or $131,413 at 6%. |
| 2015 | 1 | 15 | $5,942,638 | $247,528 | $16,502iApproximate average salary by contribution assumption: employee only about $412,547 at 4% or $275,031 at 6%; with 50% employer match about $275,031 at 4% or $183,354 at 6%; with 100% employer match about $206,273 at 4% or $137,516 at 6%. |
| Howe & Rusling 401(K) Plan | - | 15 | $5,942,638 | $247,528 | $16,502iApproximate average salary by contribution assumption: employee only about $412,547 at 4% or $275,031 at 6%; with 50% employer match about $275,031 at 4% or $183,354 at 6%; with 100% employer match about $206,273 at 4% or $137,516 at 6%. |
| 2014 | 1 | 16 | $5,585,895 | $234,440 | $14,653iApproximate average salary by contribution assumption: employee only about $366,313 at 4% or $244,208 at 6%; with 50% employer match about $244,208 at 4% or $162,806 at 6%; with 100% employer match about $183,156 at 4% or $122,104 at 6%. |
| Howe & Rusling 401(K) Plan | - | 16 | $5,585,895 | $234,440 | $14,653iApproximate average salary by contribution assumption: employee only about $366,313 at 4% or $244,208 at 6%; with 50% employer match about $244,208 at 4% or $162,806 at 6%; with 100% employer match about $183,156 at 4% or $122,104 at 6%. |
| 2013 | 1 | 17 | $3,992,550 | $225,327 | $13,255iApproximate average salary by contribution assumption: employee only about $331,363 at 4% or $220,909 at 6%; with 50% employer match about $220,909 at 4% or $147,273 at 6%; with 100% employer match about $165,682 at 4% or $110,454 at 6%. |
| Howe & Rusling 401(K) Plan | - | 17 | $3,992,550 | $225,327 | $13,255iApproximate average salary by contribution assumption: employee only about $331,363 at 4% or $220,909 at 6%; with 50% employer match about $220,909 at 4% or $147,273 at 6%; with 100% employer match about $165,682 at 4% or $110,454 at 6%. |
| 2012 | 1 | 15 | $3,550,367 | $193,445 | $12,896iApproximate average salary by contribution assumption: employee only about $322,408 at 4% or $214,939 at 6%; with 50% employer match about $214,939 at 4% or $143,293 at 6%; with 100% employer match about $161,204 at 4% or $107,469 at 6%. |
| Howe & Rusling 401(K) Plan | - | 15 | $3,550,367 | $193,445 | $12,896iApproximate average salary by contribution assumption: employee only about $322,408 at 4% or $214,939 at 6%; with 50% employer match about $214,939 at 4% or $143,293 at 6%; with 100% employer match about $161,204 at 4% or $107,469 at 6%. |
| 2011 | 1 | 14 | $3,006,263 | $201,425 | $14,388iApproximate average salary by contribution assumption: employee only about $359,688 at 4% or $239,792 at 6%; with 50% employer match about $239,792 at 4% or $159,861 at 6%; with 100% employer match about $179,844 at 4% or $119,896 at 6%. |
| Howe & Rusling 401(K) Plan | - | 14 | $3,006,263 | $201,425 | $14,388iApproximate average salary by contribution assumption: employee only about $359,688 at 4% or $239,792 at 6%; with 50% employer match about $239,792 at 4% or $159,861 at 6%; with 100% employer match about $179,844 at 4% or $119,896 at 6%. |
| 2010 | 1 | 13 | $1,977,632 | $192,218 | $14,786iApproximate average salary by contribution assumption: employee only about $369,650 at 4% or $246,433 at 6%; with 50% employer match about $246,433 at 4% or $164,289 at 6%; with 100% employer match about $184,825 at 4% or $123,217 at 6%. |
| Howe & Rusling 401(K) Plan | - | 13 | $1,977,632 | $192,218 | $14,786iApproximate average salary by contribution assumption: employee only about $369,650 at 4% or $246,433 at 6%; with 50% employer match about $246,433 at 4% or $164,289 at 6%; with 100% employer match about $184,825 at 4% or $123,217 at 6%. |
| 2009 | 1 | 15 | $1,726,955 | $187,765 | $12,518iApproximate average salary by contribution assumption: employee only about $312,942 at 4% or $208,628 at 6%; with 50% employer match about $208,628 at 4% or $139,085 at 6%; with 100% employer match about $156,471 at 4% or $104,314 at 6%. |
| Howe & Rusling 401(K) Plan | - | 15 | $1,726,955 | $187,765 | $12,518iApproximate average salary by contribution assumption: employee only about $312,942 at 4% or $208,628 at 6%; with 50% employer match about $208,628 at 4% or $139,085 at 6%; with 100% employer match about $156,471 at 4% or $104,314 at 6%. |
| 2004 | 1 | 0 | $0 | $0 | - |
| Howe and Rusling Inc. 401K Retirement Plan | - | 0 | - | - | - |
| 2003 | 1 | 13 | $827,973 | $0 | - |
| Howe and Rusling Inc. 401K Retirement Plan | - | 13 | $827,973 | - | - |
| 2002 | 1 | 15 | $747,943 | $200,739 | $13,383iApproximate average salary by contribution assumption: employee only about $334,565 at 4% or $223,043 at 6%; with 50% employer match about $223,043 at 4% or $148,696 at 6%; with 100% employer match about $167,283 at 4% or $111,522 at 6%. |
| Howe and Rusling Inc. 401K Retirement Plan | - | 15 | $747,943 | $200,739 | $13,383iApproximate average salary by contribution assumption: employee only about $334,565 at 4% or $223,043 at 6%; with 50% employer match about $223,043 at 4% or $148,696 at 6%; with 100% employer match about $167,283 at 4% or $111,522 at 6%. |
| 2001 | 1 | 24 | $0 | $0 | - |
| Howe and Rusling Inc. 401K Retirement Plan | - | 24 | - | - | - |
| 2000 | 1 | 23 | $1,321,882 | $202,263 | $8,794iApproximate average salary by contribution assumption: employee only about $219,851 at 4% or $146,567 at 6%; with 50% employer match about $146,567 at 4% or $97,712 at 6%; with 100% employer match about $109,926 at 4% or $73,284 at 6%. |
| Howe and Rusling Inc. 401K Retirement Plan | - | 23 | $1,321,882 | $202,263 | $8,794iApproximate average salary by contribution assumption: employee only about $219,851 at 4% or $146,567 at 6%; with 50% employer match about $146,567 at 4% or $97,712 at 6%; with 100% employer match about $109,926 at 4% or $73,284 at 6%. |
| 1999 | 1 | 22 | $1,395,402 | $160,653 | $7,302iApproximate average salary by contribution assumption: employee only about $182,560 at 4% or $121,707 at 6%; with 50% employer match about $121,707 at 4% or $81,138 at 6%; with 100% employer match about $91,280 at 4% or $60,853 at 6%. |
| Howe and Rusling Inc. 401K Retirement Plan | - | 22 | $1,395,402 | $160,653 | $7,302iApproximate average salary by contribution assumption: employee only about $182,560 at 4% or $121,707 at 6%; with 50% employer match about $121,707 at 4% or $81,138 at 6%; with 100% employer match about $91,280 at 4% or $60,853 at 6%. |