Civic Intelligence

Homeowners Financial Group

Plan context: Homeowners Financial Group 401(K) Plan

EIN 20-0640473 • Scottsdale, AZ • 32 filings • 7 plans

16427 N Scottsdale RoadSuite 145Scottsdale, AZ 85254
Current Snapshot

Latest Year

2024

2024 Participants

266

2024 Assets

$23,200,110

2024 Contributions

$2,573,237

Historical Graphs

Total Assets Over Time

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

$23,200,110$11,600,055$0200520152024YearValue
$23,200,110Latest year 2024

Participants Over Time

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

5042520200520152024YearValue
266Latest 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
20241266$23,200,110$2,573,237$9,674iApproximate average salary by contribution assumption: employee only about $241,846 at 4% or $161,230 at 6%; with 50% employer match about $161,230 at 4% or $107,487 at 6%; with 100% employer match about $120,923 at 4% or $80,615 at 6%.
Homeowners Financial Group 401(K) Plan-266$23,200,110$2,573,237$9,674iApproximate average salary by contribution assumption: employee only about $241,846 at 4% or $161,230 at 6%; with 50% employer match about $161,230 at 4% or $107,487 at 6%; with 100% employer match about $120,923 at 4% or $80,615 at 6%.
20232321$22,712,203$3,026,952$9,430iApproximate average salary by contribution assumption: employee only about $235,744 at 4% or $157,163 at 6%; with 50% employer match about $157,163 at 4% or $104,775 at 6%; with 100% employer match about $117,872 at 4% or $78,581 at 6%.
Homeowners Financial Group 401(K) Plan-321$22,712,203$3,026,952$9,430iApproximate average salary by contribution assumption: employee only about $235,744 at 4% or $157,163 at 6%; with 50% employer match about $157,163 at 4% or $104,775 at 6%; with 100% employer match about $117,872 at 4% or $78,581 at 6%.
Homeowners Financial Group USA LLC Welfare Plan-270---
20222358$20,486,302$5,730,695$16,008iApproximate average salary by contribution assumption: employee only about $400,188 at 4% or $266,792 at 6%; with 50% employer match about $266,792 at 4% or $177,861 at 6%; with 100% employer match about $200,094 at 4% or $133,396 at 6%.
Homeowners Financial Group 401(K) Plan-358$20,486,302$5,730,695$16,008iApproximate average salary by contribution assumption: employee only about $400,188 at 4% or $266,792 at 6%; with 50% employer match about $266,792 at 4% or $177,861 at 6%; with 100% employer match about $200,094 at 4% or $133,396 at 6%.
Homeowners Financial Group USA LLC Welfare Plan-316---
20212504$22,398,914$5,022,783$9,966iApproximate average salary by contribution assumption: employee only about $249,146 at 4% or $166,097 at 6%; with 50% employer match about $166,097 at 4% or $110,732 at 6%; with 100% employer match about $124,573 at 4% or $83,049 at 6%.
Homeowners Financial Group 401(K) Plan-504$22,398,914$5,022,783$9,966iApproximate average salary by contribution assumption: employee only about $249,146 at 4% or $166,097 at 6%; with 50% employer match about $166,097 at 4% or $110,732 at 6%; with 100% employer match about $124,573 at 4% or $83,049 at 6%.
Homeowners Financial Group USA LLC Welfare Plan-430---
20202500$16,405,153$5,075,167$10,150iApproximate average salary by contribution assumption: employee only about $253,758 at 4% or $169,172 at 6%; with 50% employer match about $169,172 at 4% or $112,781 at 6%; with 100% employer match about $126,879 at 4% or $84,586 at 6%.
Homeowners Financial Group 401(K) Plan-389$16,405,153$5,075,167$13,047iApproximate average salary by contribution assumption: employee only about $326,168 at 4% or $217,445 at 6%; with 50% employer match about $217,445 at 4% or $144,963 at 6%; with 100% employer match about $163,084 at 4% or $108,723 at 6%.
Homeowners Financial Group USA LLC Welfare Plan-500---
20193394$10,820,367$2,827,186$7,176iApproximate average salary by contribution assumption: employee only about $179,390 at 4% or $119,593 at 6%; with 50% employer match about $119,593 at 4% or $79,729 at 6%; with 100% employer match about $89,695 at 4% or $59,797 at 6%.
Homeowners Financial Group 401(K) Plan-323$10,820,367$2,827,186$8,753iApproximate average salary by contribution assumption: employee only about $218,822 at 4% or $145,882 at 6%; with 50% employer match about $145,882 at 4% or $97,254 at 6%; with 100% employer match about $109,411 at 4% or $72,941 at 6%.
Homeowners Financial Group USA LLC Welfare Plan-310---
Homeowners Financial Group USA LLC Welfare Plan-394---
20182305$7,524,349$2,757,712$9,042iApproximate average salary by contribution assumption: employee only about $226,042 at 4% or $150,695 at 6%; with 50% employer match about $150,695 at 4% or $100,463 at 6%; with 100% employer match about $113,021 at 4% or $75,347 at 6%.
Homeowners Financial Group 401(K) Plan-305$7,524,349$2,757,712$9,042iApproximate average salary by contribution assumption: employee only about $226,042 at 4% or $150,695 at 6%; with 50% employer match about $150,695 at 4% or $100,463 at 6%; with 100% employer match about $113,021 at 4% or $75,347 at 6%.
Homeowners Financial Group USA LLC Welfare Plan-302---
20172401$7,565,520$2,459,238$6,133iApproximate average salary by contribution assumption: employee only about $153,319 at 4% or $102,213 at 6%; with 50% employer match about $102,213 at 4% or $68,142 at 6%; with 100% employer match about $76,660 at 4% or $51,106 at 6%.
Homeowners Financial Group 401(K) Plan-371$7,565,520$2,459,238$6,629iApproximate average salary by contribution assumption: employee only about $165,717 at 4% or $110,478 at 6%; with 50% employer match about $110,478 at 4% or $73,652 at 6%; with 100% employer match about $82,858 at 4% or $55,239 at 6%.
Homeowners Financial Group USA LLC Welfare Plan-401---
20162347$4,853,727$1,881,626$5,423iApproximate average salary by contribution assumption: employee only about $135,564 at 4% or $90,376 at 6%; with 50% employer match about $90,376 at 4% or $60,251 at 6%; with 100% employer match about $67,782 at 4% or $45,188 at 6%.
Homeowners Financial Group 401(K) Plan-347$4,853,727$1,881,626$5,423iApproximate average salary by contribution assumption: employee only about $135,564 at 4% or $90,376 at 6%; with 50% employer match about $90,376 at 4% or $60,251 at 6%; with 100% employer match about $67,782 at 4% or $45,188 at 6%.
Homeowners Financial Group USA LLC Welfare Plan-270---
20152282$3,100,300$1,189,153$4,217iApproximate average salary by contribution assumption: employee only about $105,421 at 4% or $70,281 at 6%; with 50% employer match about $70,281 at 4% or $46,854 at 6%; with 100% employer match about $52,711 at 4% or $35,140 at 6%.
Homeowners Financial Group 401(K) Plan-282$3,100,300$1,189,153$4,217iApproximate average salary by contribution assumption: employee only about $105,421 at 4% or $70,281 at 6%; with 50% employer match about $70,281 at 4% or $46,854 at 6%; with 100% employer match about $52,711 at 4% or $35,140 at 6%.
Homeowners Financial Group USA LLC Welfare Plan-272---
20142207$2,236,164$884,255$4,272iApproximate average salary by contribution assumption: employee only about $106,794 at 4% or $71,196 at 6%; with 50% employer match about $71,196 at 4% or $47,464 at 6%; with 100% employer match about $53,397 at 4% or $35,598 at 6%.
Homeowners Financial Group 401(K) Plan-207$2,236,164$884,255$4,272iApproximate average salary by contribution assumption: employee only about $106,794 at 4% or $71,196 at 6%; with 50% employer match about $71,196 at 4% or $47,464 at 6%; with 100% employer match about $53,397 at 4% or $35,598 at 6%.
Homeowners Financial Group USA LLC Welfare Plan-184---
20132150$1,385,340$626,332$4,176iApproximate average salary by contribution assumption: employee only about $104,389 at 4% or $69,592 at 6%; with 50% employer match about $69,592 at 4% or $46,395 at 6%; with 100% employer match about $52,194 at 4% or $34,796 at 6%.
Homeowners Financial Group 401(K) Plan-150$1,385,340$626,332$4,176iApproximate average salary by contribution assumption: employee only about $104,389 at 4% or $69,592 at 6%; with 50% employer match about $69,592 at 4% or $46,395 at 6%; with 100% employer match about $52,194 at 4% or $34,796 at 6%.
Homeowners Financial Group USA LLC Welfare Plan-141---
2012133$646,394$144,156$4,368iApproximate average salary by contribution assumption: employee only about $109,209 at 4% or $72,806 at 6%; with 50% employer match about $72,806 at 4% or $48,537 at 6%; with 100% employer match about $54,605 at 4% or $36,403 at 6%.
Homeowners Financial Group 401(K) Plan-33$646,394$144,156$4,368iApproximate average salary by contribution assumption: employee only about $109,209 at 4% or $72,806 at 6%; with 50% employer match about $72,806 at 4% or $48,537 at 6%; with 100% employer match about $54,605 at 4% or $36,403 at 6%.
2011138$624,185$57,389$1,510iApproximate average salary by contribution assumption: employee only about $37,756 at 4% or $25,171 at 6%; with 50% employer match about $25,171 at 4% or $16,780 at 6%; with 100% employer match about $18,878 at 4% or $12,585 at 6%.
Homeowners Financial Group 401(K) Plan-38$624,185$57,389$1,510iApproximate average salary by contribution assumption: employee only about $37,756 at 4% or $25,171 at 6%; with 50% employer match about $25,171 at 4% or $16,780 at 6%; with 100% employer match about $18,878 at 4% or $12,585 at 6%.
2010140$732,283$106,231$2,656iApproximate average salary by contribution assumption: employee only about $66,394 at 4% or $44,263 at 6%; with 50% employer match about $44,263 at 4% or $29,509 at 6%; with 100% employer match about $33,197 at 4% or $22,131 at 6%.
Homeowners Financial Group 401(K) Plan-40$732,283$106,231$2,656iApproximate average salary by contribution assumption: employee only about $66,394 at 4% or $44,263 at 6%; with 50% employer match about $44,263 at 4% or $29,509 at 6%; with 100% employer match about $33,197 at 4% or $22,131 at 6%.
2009131$749,833$115,828$3,736iApproximate average salary by contribution assumption: employee only about $93,410 at 4% or $62,273 at 6%; with 50% employer match about $62,273 at 4% or $41,515 at 6%; with 100% employer match about $46,705 at 4% or $31,137 at 6%.
Homeowners Financial Group 401(K) Plan-31$749,833$115,828$3,736iApproximate average salary by contribution assumption: employee only about $93,410 at 4% or $62,273 at 6%; with 50% employer match about $62,273 at 4% or $41,515 at 6%; with 100% employer match about $46,705 at 4% or $31,137 at 6%.
2008171$614,754$224,318$3,159iApproximate average salary by contribution assumption: employee only about $78,985 at 4% or $52,657 at 6%; with 50% employer match about $52,657 at 4% or $35,105 at 6%; with 100% employer match about $39,493 at 4% or $26,328 at 6%.
Homeowners Financial Group 401(K) Plan-71$614,754$224,318$3,159iApproximate average salary by contribution assumption: employee only about $78,985 at 4% or $52,657 at 6%; with 50% employer match about $52,657 at 4% or $35,105 at 6%; with 100% employer match about $39,493 at 4% or $26,328 at 6%.
2007165$0$0-
Homeowners Financial Group 401(K) Plan-65---
2006158$462,991$198,957$3,430iApproximate average salary by contribution assumption: employee only about $85,757 at 4% or $57,172 at 6%; with 50% employer match about $57,172 at 4% or $38,114 at 6%; with 100% employer match about $42,879 at 4% or $28,586 at 6%.
Homeowners Financial Group 401(K) Plan-58$462,991$198,957$3,430iApproximate average salary by contribution assumption: employee only about $85,757 at 4% or $57,172 at 6%; with 50% employer match about $57,172 at 4% or $38,114 at 6%; with 100% employer match about $42,879 at 4% or $28,586 at 6%.
2005132$255,619$254,422$7,951iApproximate average salary by contribution assumption: employee only about $198,767 at 4% or $132,511 at 6%; with 50% employer match about $132,511 at 4% or $88,341 at 6%; with 100% employer match about $99,384 at 4% or $66,256 at 6%.
Homeowners Financial Group 401(K) Plan-32$255,619$254,422$7,951iApproximate average salary by contribution assumption: employee only about $198,767 at 4% or $132,511 at 6%; with 50% employer match about $132,511 at 4% or $88,341 at 6%; with 100% employer match about $99,384 at 4% or $66,256 at 6%.