Civic Intelligence

The Hoerner Planning Group LLC

Plan context: The Hoerner Planning Group LLC 401(K) Plan

EIN 20-4889804 • Middleburg, VA • 26 filings • 3 plans

P.O. Box 1326Middleburg, VA 20118
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$4,166,919

2024 Contributions

$312,997

Historical Graphs

Total Assets Over Time

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

$4,166,919$2,083,460$0200820162024YearValue
$4,166,919Latest year 2024

Participants Over Time

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

1050200720162024YearValue
9Latest 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
202429$4,166,919$312,997$34,777iApproximate average salary by contribution assumption: employee only about $869,436 at 4% or $579,624 at 6%; with 50% employer match about $579,624 at 4% or $386,416 at 6%; with 100% employer match about $434,718 at 4% or $289,812 at 6%.
The Hoerner Planning Group LLC 401(K) Plan-9$3,185,824$268,559$29,840iApproximate average salary by contribution assumption: employee only about $745,997 at 4% or $497,331 at 6%; with 50% employer match about $497,331 at 4% or $331,554 at 6%; with 100% employer match about $372,999 at 4% or $248,666 at 6%.
THE HOERNER PLANNING GROUP, LLC CASH BALANCE PLAN-7$981,095$44,438$6,348iApproximate average salary by contribution assumption: employee only about $158,707 at 4% or $105,805 at 6%; with 50% employer match about $105,805 at 4% or $70,537 at 6%; with 100% employer match about $79,354 at 4% or $52,902 at 6%.
202328$3,760,429$360,486$45,061iApproximate average salary by contribution assumption: employee only about $1,126,519 at 4% or $751,013 at 6%; with 50% employer match about $751,013 at 4% or $500,675 at 6%; with 100% employer match about $563,259 at 4% or $375,506 at 6%.
The Hoerner Planning Group LLC 401(K) Plan-8$2,904,566$251,424$31,428iApproximate average salary by contribution assumption: employee only about $785,700 at 4% or $523,800 at 6%; with 50% employer match about $523,800 at 4% or $349,200 at 6%; with 100% employer match about $392,850 at 4% or $261,900 at 6%.
THE HOERNER PLANNING GROUP, LLC CASH BALANCE PLAN-7$855,863$109,062$15,580iApproximate average salary by contribution assumption: employee only about $389,507 at 4% or $259,671 at 6%; with 50% employer match about $259,671 at 4% or $173,114 at 6%; with 100% employer match about $194,754 at 4% or $129,836 at 6%.
202227$2,731,939$352,281$50,326iApproximate average salary by contribution assumption: employee only about $1,258,146 at 4% or $838,764 at 6%; with 50% employer match about $838,764 at 4% or $559,176 at 6%; with 100% employer match about $629,073 at 4% or $419,382 at 6%.
The Hoerner Planning Group LLC 401(K) Plan-7$2,062,834$245,311$35,044iApproximate average salary by contribution assumption: employee only about $876,111 at 4% or $584,074 at 6%; with 50% employer match about $584,074 at 4% or $389,383 at 6%; with 100% employer match about $438,055 at 4% or $292,037 at 6%.
THE HOERNER PLANNING GROUP, LLC CASH BALANCE PLAN-6$669,105$106,970$17,828iApproximate average salary by contribution assumption: employee only about $445,708 at 4% or $297,139 at 6%; with 50% employer match about $297,139 at 4% or $198,093 at 6%; with 100% employer match about $222,854 at 4% or $148,569 at 6%.
2021210$2,913,291$323,255$32,326iApproximate average salary by contribution assumption: employee only about $808,138 at 4% or $538,758 at 6%; with 50% employer match about $538,758 at 4% or $359,172 at 6%; with 100% employer match about $404,069 at 4% or $269,379 at 6%.
The Hoerner Planning Group LLC 401(K) Plan-10$2,312,173$213,255$21,326iApproximate average salary by contribution assumption: employee only about $533,138 at 4% or $355,425 at 6%; with 50% employer match about $355,425 at 4% or $236,950 at 6%; with 100% employer match about $266,569 at 4% or $177,713 at 6%.
THE HOERNER PLANNING GROUP, LLC CASH BALANCE PLAN-9$601,118$110,000$12,222iApproximate average salary by contribution assumption: employee only about $305,556 at 4% or $203,704 at 6%; with 50% employer match about $203,704 at 4% or $135,802 at 6%; with 100% employer match about $152,778 at 4% or $101,852 at 6%.
202028$2,692,584$333,105$41,638iApproximate average salary by contribution assumption: employee only about $1,040,953 at 4% or $693,969 at 6%; with 50% employer match about $693,969 at 4% or $462,646 at 6%; with 100% employer match about $520,477 at 4% or $346,984 at 6%.
The Hoerner Planning Group LLC 401(K) Plan-8$2,237,490$231,306$28,913iApproximate average salary by contribution assumption: employee only about $722,831 at 4% or $481,888 at 6%; with 50% employer match about $481,888 at 4% or $321,258 at 6%; with 100% employer match about $361,416 at 4% or $240,944 at 6%.
THE HOERNER PLANNING GROUP, LLC CASH BALANCE PLAN-6$455,094$101,799$16,967iApproximate average salary by contribution assumption: employee only about $424,163 at 4% or $282,775 at 6%; with 50% employer match about $282,775 at 4% or $188,517 at 6%; with 100% employer match about $212,081 at 4% or $141,388 at 6%.
201927$1,973,266$308,540$44,077iApproximate average salary by contribution assumption: employee only about $1,101,929 at 4% or $734,619 at 6%; with 50% employer match about $734,619 at 4% or $489,746 at 6%; with 100% employer match about $550,964 at 4% or $367,310 at 6%.
The Hoerner Planning Group LLC 401(K) Plan-7$1,658,318$204,382$29,197iApproximate average salary by contribution assumption: employee only about $729,936 at 4% or $486,624 at 6%; with 50% employer match about $486,624 at 4% or $324,416 at 6%; with 100% employer match about $364,968 at 4% or $243,312 at 6%.
THE HOERNER PLANNING GROUP, LLC CASH BALANCE PLAN-5$314,948$104,158$20,832iApproximate average salary by contribution assumption: employee only about $520,790 at 4% or $347,193 at 6%; with 50% employer match about $347,193 at 4% or $231,462 at 6%; with 100% employer match about $260,395 at 4% or $173,597 at 6%.
201825$1,380,598$248,767$49,753iApproximate average salary by contribution assumption: employee only about $1,243,835 at 4% or $829,223 at 6%; with 50% employer match about $829,223 at 4% or $552,816 at 6%; with 100% employer match about $621,918 at 4% or $414,612 at 6%.
The Hoerner Planning Group LLC 401(K) Plan-5$1,182,023$147,222$29,444iApproximate average salary by contribution assumption: employee only about $736,110 at 4% or $490,740 at 6%; with 50% employer match about $490,740 at 4% or $327,160 at 6%; with 100% employer match about $368,055 at 4% or $245,370 at 6%.
THE HOERNER PLANNING GROUP, LLC CASH BALANCE PLAN-4$198,575$101,545$25,386iApproximate average salary by contribution assumption: employee only about $634,656 at 4% or $423,104 at 6%; with 50% employer match about $423,104 at 4% or $282,069 at 6%; with 100% employer match about $317,328 at 4% or $211,552 at 6%.
201726$1,349,701$236,049$39,342iApproximate average salary by contribution assumption: employee only about $983,538 at 4% or $655,692 at 6%; with 50% employer match about $655,692 at 4% or $437,128 at 6%; with 100% employer match about $491,769 at 4% or $327,846 at 6%.
The Hoerner Planning Group LLC 401(K) Plan-6$1,248,993$135,349$22,558iApproximate average salary by contribution assumption: employee only about $563,954 at 4% or $375,969 at 6%; with 50% employer match about $375,969 at 4% or $250,646 at 6%; with 100% employer match about $281,977 at 4% or $187,985 at 6%.
THE HOERNER PLANNING GROUP, LLC CASH BALANCE PLAN-3$100,708$100,700$33,567iApproximate average salary by contribution assumption: employee only about $839,167 at 4% or $559,444 at 6%; with 50% employer match about $559,444 at 4% or $372,963 at 6%; with 100% employer match about $419,583 at 4% or $279,722 at 6%.
201615$967,566$127,760$25,552iApproximate average salary by contribution assumption: employee only about $638,800 at 4% or $425,867 at 6%; with 50% employer match about $425,867 at 4% or $283,911 at 6%; with 100% employer match about $319,400 at 4% or $212,933 at 6%.
The Hoerner Planning Group LLC 401(K) Plan-5$967,566$127,760$25,552iApproximate average salary by contribution assumption: employee only about $638,800 at 4% or $425,867 at 6%; with 50% employer match about $425,867 at 4% or $283,911 at 6%; with 100% employer match about $319,400 at 4% or $212,933 at 6%.
201514$768,732$120,246$30,062iApproximate average salary by contribution assumption: employee only about $751,538 at 4% or $501,025 at 6%; with 50% employer match about $501,025 at 4% or $334,017 at 6%; with 100% employer match about $375,769 at 4% or $250,513 at 6%.
The Hoerner Planning Group LLC 401(K) Plan-4$768,732$120,246$30,062iApproximate average salary by contribution assumption: employee only about $751,538 at 4% or $501,025 at 6%; with 50% employer match about $501,025 at 4% or $334,017 at 6%; with 100% employer match about $375,769 at 4% or $250,513 at 6%.
201414$684,304$110,967$27,742iApproximate average salary by contribution assumption: employee only about $693,544 at 4% or $462,363 at 6%; with 50% employer match about $462,363 at 4% or $308,242 at 6%; with 100% employer match about $346,772 at 4% or $231,181 at 6%.
The Hoerner Planning Group LLC 401(K) Plan-4$684,304$110,967$27,742iApproximate average salary by contribution assumption: employee only about $693,544 at 4% or $462,363 at 6%; with 50% employer match about $462,363 at 4% or $308,242 at 6%; with 100% employer match about $346,772 at 4% or $231,181 at 6%.
201315$760,653$124,151$24,830iApproximate average salary by contribution assumption: employee only about $620,755 at 4% or $413,837 at 6%; with 50% employer match about $413,837 at 4% or $275,891 at 6%; with 100% employer match about $310,378 at 4% or $206,918 at 6%.
The Hoerner Planning Group LLC 401(K) Plan-5$760,653$124,151$24,830iApproximate average salary by contribution assumption: employee only about $620,755 at 4% or $413,837 at 6%; with 50% employer match about $413,837 at 4% or $275,891 at 6%; with 100% employer match about $310,378 at 4% or $206,918 at 6%.
201216$722,899$115,141$19,190iApproximate average salary by contribution assumption: employee only about $479,754 at 4% or $319,836 at 6%; with 50% employer match about $319,836 at 4% or $213,224 at 6%; with 100% employer match about $239,877 at 4% or $159,918 at 6%.
The Hoerner Planning Group LLC 401(K) Plan-6$722,899$115,141$19,190iApproximate average salary by contribution assumption: employee only about $479,754 at 4% or $319,836 at 6%; with 50% employer match about $319,836 at 4% or $213,224 at 6%; with 100% employer match about $239,877 at 4% or $159,918 at 6%.
201115$553,253$127,014$25,403iApproximate average salary by contribution assumption: employee only about $635,070 at 4% or $423,380 at 6%; with 50% employer match about $423,380 at 4% or $282,253 at 6%; with 100% employer match about $317,535 at 4% or $211,690 at 6%.
The Hoerner Planning Group LLC 401(K) Plan-5$553,253$127,014$25,403iApproximate average salary by contribution assumption: employee only about $635,070 at 4% or $423,380 at 6%; with 50% employer match about $423,380 at 4% or $282,253 at 6%; with 100% employer match about $317,535 at 4% or $211,690 at 6%.
201014$444,138$105,946$26,487iApproximate average salary by contribution assumption: employee only about $662,163 at 4% or $441,442 at 6%; with 50% employer match about $441,442 at 4% or $294,294 at 6%; with 100% employer match about $331,081 at 4% or $220,721 at 6%.
The Hoerner Planning Group LLC 401(K) Plan-4$444,138$105,946$26,487iApproximate average salary by contribution assumption: employee only about $662,163 at 4% or $441,442 at 6%; with 50% employer match about $441,442 at 4% or $294,294 at 6%; with 100% employer match about $331,081 at 4% or $220,721 at 6%.
200914$296,689$111,573$27,893iApproximate average salary by contribution assumption: employee only about $697,331 at 4% or $464,888 at 6%; with 50% employer match about $464,888 at 4% or $309,925 at 6%; with 100% employer match about $348,666 at 4% or $232,444 at 6%.
The Hoerner Planning Group LLC 401(K) Plan-4$296,689$111,573$27,893iApproximate average salary by contribution assumption: employee only about $697,331 at 4% or $464,888 at 6%; with 50% employer match about $464,888 at 4% or $309,925 at 6%; with 100% employer match about $348,666 at 4% or $232,444 at 6%.
200814$163,843$106,808$26,702iApproximate average salary by contribution assumption: employee only about $667,550 at 4% or $445,033 at 6%; with 50% employer match about $445,033 at 4% or $296,689 at 6%; with 100% employer match about $333,775 at 4% or $222,517 at 6%.
The Hoerner Planning Group LLC 401(K) Plan-4$163,843$106,808$26,702iApproximate average salary by contribution assumption: employee only about $667,550 at 4% or $445,033 at 6%; with 50% employer match about $445,033 at 4% or $296,689 at 6%; with 100% employer match about $333,775 at 4% or $222,517 at 6%.
200713$0$0-
The Hoerner Planning Group LLC 401(K) Plan-3---