Howard Financial Services Ltd
Plan context: Howard Financial Services 401(K) Plan
EIN 20-1151802 • 4 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
32
2024 Assets
$8,596,719
2024 Contributions
$959,909
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 | 32 | $8,596,719 | $959,909 | $29,997iApproximate average salary by contribution assumption: employee only about $749,929 at 4% or $499,953 at 6%; with 50% employer match about $499,953 at 4% or $333,302 at 6%; with 100% employer match about $374,964 at 4% or $249,976 at 6%. |
| Howard Financial Services 401(K) Plan | - | 32 | $8,596,719 | $959,909 | $29,997iApproximate average salary by contribution assumption: employee only about $749,929 at 4% or $499,953 at 6%; with 50% employer match about $499,953 at 4% or $333,302 at 6%; with 100% employer match about $374,964 at 4% or $249,976 at 6%. |
| 2023 | 1 | 30 | $6,501,901 | $848,941 | $28,298iApproximate average salary by contribution assumption: employee only about $707,451 at 4% or $471,634 at 6%; with 50% employer match about $471,634 at 4% or $314,423 at 6%; with 100% employer match about $353,725 at 4% or $235,817 at 6%. |
| Howard Financial Services 401(K) Plan | - | 30 | $6,501,901 | $848,941 | $28,298iApproximate average salary by contribution assumption: employee only about $707,451 at 4% or $471,634 at 6%; with 50% employer match about $471,634 at 4% or $314,423 at 6%; with 100% employer match about $353,725 at 4% or $235,817 at 6%. |
| 2022 | 1 | 27 | $4,650,479 | $613,560 | $22,724iApproximate average salary by contribution assumption: employee only about $568,111 at 4% or $378,741 at 6%; with 50% employer match about $378,741 at 4% or $252,494 at 6%; with 100% employer match about $284,056 at 4% or $189,370 at 6%. |
| Howard Financial Services 401(K) Plan | - | 27 | $4,650,479 | $613,560 | $22,724iApproximate average salary by contribution assumption: employee only about $568,111 at 4% or $378,741 at 6%; with 50% employer match about $378,741 at 4% or $252,494 at 6%; with 100% employer match about $284,056 at 4% or $189,370 at 6%. |
| 2021 | 1 | 24 | $5,020,137 | $532,546 | $22,189iApproximate average salary by contribution assumption: employee only about $554,735 at 4% or $369,824 at 6%; with 50% employer match about $369,824 at 4% or $246,549 at 6%; with 100% employer match about $277,368 at 4% or $184,912 at 6%. |
| Howard Financial Services 401(K) Plan | - | 24 | $5,020,137 | $532,546 | $22,189iApproximate average salary by contribution assumption: employee only about $554,735 at 4% or $369,824 at 6%; with 50% employer match about $369,824 at 4% or $246,549 at 6%; with 100% employer match about $277,368 at 4% or $184,912 at 6%. |