Civic Intelligence

Horner Tax Advisory Group

Plan context: HORNER TAX ADVISORY GROUP, LTD. 401(K) PLAN

EIN 20-2023740 • Inverness, IL • 15 filings • 5 plans

505 Balmoral LaneInverness, IL 60067
Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$296,596

2017 Contributions

$11,120

Historical Graphs

Total Assets Over Time

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

$546,367$273,184$0200920132016YearValue
$296,596Latest year 2016

Participants Over Time

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

630200920132016YearValue
3Latest year 2016

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
201710$0$11,120-
HORNER TAX ADVISORY GROUP, LTD. 401(K) PLAN-0$0$11,120-
201623$296,596$103,426$34,475iApproximate average salary by contribution assumption: employee only about $861,883 at 4% or $574,589 at 6%; with 50% employer match about $574,589 at 4% or $383,059 at 6%; with 100% employer match about $430,942 at 4% or $287,294 at 6%.
HORNER TAX ADVISORY GROUP, LTD. 401(K) PLAN-3$296,596$103,426$34,475iApproximate average salary by contribution assumption: employee only about $861,883 at 4% or $574,589 at 6%; with 50% employer match about $574,589 at 4% or $383,059 at 6%; with 100% employer match about $430,942 at 4% or $287,294 at 6%.
Horner Tax Advisory Group Cash Balance Pension Plan & Trust-0$0$0-
201526$546,367$98,452$16,409iApproximate average salary by contribution assumption: employee only about $410,217 at 4% or $273,478 at 6%; with 50% employer match about $273,478 at 4% or $182,319 at 6%; with 100% employer match about $205,108 at 4% or $136,739 at 6%.
Horner Tax Advisory Group Cash Balance Pension Plan & Trust-6$322,288--
HORNER TAX ADVISORY GROUP, LTD. 401(K) PLAN-5$224,079$98,452$19,690iApproximate average salary by contribution assumption: employee only about $492,260 at 4% or $328,173 at 6%; with 50% employer match about $328,173 at 4% or $218,782 at 6%; with 100% employer match about $246,130 at 4% or $164,087 at 6%.
201425$457,834$126,255$25,251iApproximate average salary by contribution assumption: employee only about $631,275 at 4% or $420,850 at 6%; with 50% employer match about $420,850 at 4% or $280,567 at 6%; with 100% employer match about $315,638 at 4% or $210,425 at 6%.
Horner Tax Advisory Group Cash Balance Pension Plan & Trust-5$328,799$85,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
HORNER TAX ADVISORY GROUP, LTD. 401(K) PLAN-4$129,035$41,255$10,314iApproximate average salary by contribution assumption: employee only about $257,844 at 4% or $171,896 at 6%; with 50% employer match about $171,896 at 4% or $114,597 at 6%; with 100% employer match about $128,922 at 4% or $85,948 at 6%.
201324$344,495$125,124$31,281iApproximate average salary by contribution assumption: employee only about $782,025 at 4% or $521,350 at 6%; with 50% employer match about $521,350 at 4% or $347,567 at 6%; with 100% employer match about $391,013 at 4% or $260,675 at 6%.
Horner Tax Advisory Group Cash Balance Pension Plan & Trust-4$243,590$90,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
HORNER TAX ADVISORY GROUP 401(K) PLAN-4$100,905$35,124$8,781iApproximate average salary by contribution assumption: employee only about $219,525 at 4% or $146,350 at 6%; with 50% employer match about $146,350 at 4% or $97,567 at 6%; with 100% employer match about $109,763 at 4% or $73,175 at 6%.
201224$202,998$108,433$27,108iApproximate average salary by contribution assumption: employee only about $677,706 at 4% or $451,804 at 6%; with 50% employer match about $451,804 at 4% or $301,203 at 6%; with 100% employer match about $338,853 at 4% or $225,902 at 6%.
Horner Tax Advisory Group Cash Balance Pension Plan & Trust-4$145,034$80,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
HORNER TAX ADVISORY GROUP 401(K) PLAN-4$57,964$28,433$7,108iApproximate average salary by contribution assumption: employee only about $177,706 at 4% or $118,471 at 6%; with 50% employer match about $118,471 at 4% or $78,981 at 6%; with 100% employer match about $88,853 at 4% or $59,235 at 6%.
201125$155,636$110,248$22,050iApproximate average salary by contribution assumption: employee only about $551,240 at 4% or $367,493 at 6%; with 50% employer match about $367,493 at 4% or $244,996 at 6%; with 100% employer match about $275,620 at 4% or $183,747 at 6%.
HORNER TAX ADVISORY GROUP-5$90,153$44,765$8,953iApproximate average salary by contribution assumption: employee only about $223,825 at 4% or $149,217 at 6%; with 50% employer match about $149,217 at 4% or $99,478 at 6%; with 100% employer match about $111,913 at 4% or $74,608 at 6%.
Horner Tax Advisory Group Cash Balance Pension Plan & Trust-4$65,483$65,483$16,371iApproximate average salary by contribution assumption: employee only about $409,269 at 4% or $272,846 at 6%; with 50% employer match about $272,846 at 4% or $181,897 at 6%; with 100% employer match about $204,634 at 4% or $136,423 at 6%.
201015$45,410$26,947$5,389iApproximate average salary by contribution assumption: employee only about $134,735 at 4% or $89,823 at 6%; with 50% employer match about $89,823 at 4% or $59,882 at 6%; with 100% employer match about $67,368 at 4% or $44,912 at 6%.
HORNER TAX ADVISORY GROUP 401 K PROFIT SHARING PLAN TRUST-5$45,410$26,947$5,389iApproximate average salary by contribution assumption: employee only about $134,735 at 4% or $89,823 at 6%; with 50% employer match about $89,823 at 4% or $59,882 at 6%; with 100% employer match about $67,368 at 4% or $44,912 at 6%.
200916$19,136$19,126$3,188iApproximate average salary by contribution assumption: employee only about $79,692 at 4% or $53,128 at 6%; with 50% employer match about $53,128 at 4% or $35,419 at 6%; with 100% employer match about $39,846 at 4% or $26,564 at 6%.
HORNER TAX ADVISORY GROUP-6$19,136$19,126$3,188iApproximate average salary by contribution assumption: employee only about $79,692 at 4% or $53,128 at 6%; with 50% employer match about $53,128 at 4% or $35,419 at 6%; with 100% employer match about $39,846 at 4% or $26,564 at 6%.