Civic Intelligence

Hbw Advisory Services LLC

Plan context: Hbw Advisory Services LLC 401 K Profit Sharing Plan Trust

EIN 20-8709926 • Simi Valley, CA • 10 filings • 2 plans

PO Box 2049Simi Valley, CA 93062-2049
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,118,913

2024 Contributions

$118,409

Historical Graphs

Total Assets Over Time

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

$1,118,913$559,457$0201520202024YearValue
$1,118,913Latest year 2024

Participants Over Time

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

1050201520202024YearValue
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
202419$1,118,913$118,409$13,157iApproximate average salary by contribution assumption: employee only about $328,914 at 4% or $219,276 at 6%; with 50% employer match about $219,276 at 4% or $146,184 at 6%; with 100% employer match about $164,457 at 4% or $109,638 at 6%.
Hbw Advisory Services LLC 401 K Profit Sharing Plan Trust-9$1,118,913$118,409$13,157iApproximate average salary by contribution assumption: employee only about $328,914 at 4% or $219,276 at 6%; with 50% employer match about $219,276 at 4% or $146,184 at 6%; with 100% employer match about $164,457 at 4% or $109,638 at 6%.
2023110$877,860$91,679$9,168iApproximate average salary by contribution assumption: employee only about $229,198 at 4% or $152,798 at 6%; with 50% employer match about $152,798 at 4% or $101,866 at 6%; with 100% employer match about $114,599 at 4% or $76,399 at 6%.
Hbw Advisory Services LLC 401 K Profit Sharing Plan Trust-10$877,860$91,679$9,168iApproximate average salary by contribution assumption: employee only about $229,198 at 4% or $152,798 at 6%; with 50% employer match about $152,798 at 4% or $101,866 at 6%; with 100% employer match about $114,599 at 4% or $76,399 at 6%.
2022110$676,116$51,997$5,200iApproximate average salary by contribution assumption: employee only about $129,993 at 4% or $86,662 at 6%; with 50% employer match about $86,662 at 4% or $57,774 at 6%; with 100% employer match about $64,996 at 4% or $43,331 at 6%.
Hbw Advisory Services LLC 401 K Profit Sharing Plan Trust-10$676,116$51,997$5,200iApproximate average salary by contribution assumption: employee only about $129,993 at 4% or $86,662 at 6%; with 50% employer match about $86,662 at 4% or $57,774 at 6%; with 100% employer match about $64,996 at 4% or $43,331 at 6%.
2021110$754,934$214,715$21,472iApproximate average salary by contribution assumption: employee only about $536,788 at 4% or $357,858 at 6%; with 50% employer match about $357,858 at 4% or $238,572 at 6%; with 100% employer match about $268,394 at 4% or $178,929 at 6%.
Hbw Advisory Services LLC 401 K Profit Sharing Plan Trust-10$754,934$214,715$21,472iApproximate average salary by contribution assumption: employee only about $536,788 at 4% or $357,858 at 6%; with 50% employer match about $357,858 at 4% or $238,572 at 6%; with 100% employer match about $268,394 at 4% or $178,929 at 6%.
202019$501,988$260,017$28,891iApproximate average salary by contribution assumption: employee only about $722,269 at 4% or $481,513 at 6%; with 50% employer match about $481,513 at 4% or $321,009 at 6%; with 100% employer match about $361,135 at 4% or $240,756 at 6%.
Hbw Advisory Services LLC 401 K Profit Sharing Plan Trust-9$501,988$260,017$28,891iApproximate average salary by contribution assumption: employee only about $722,269 at 4% or $481,513 at 6%; with 50% employer match about $481,513 at 4% or $321,009 at 6%; with 100% employer match about $361,135 at 4% or $240,756 at 6%.
201918$540,898$52,003$6,500iApproximate average salary by contribution assumption: employee only about $162,509 at 4% or $108,340 at 6%; with 50% employer match about $108,340 at 4% or $72,226 at 6%; with 100% employer match about $81,255 at 4% or $54,170 at 6%.
Hbw Advisory Services LLC 401 K Profit Sharing Plan Trust-8$540,898$52,003$6,500iApproximate average salary by contribution assumption: employee only about $162,509 at 4% or $108,340 at 6%; with 50% employer match about $108,340 at 4% or $72,226 at 6%; with 100% employer match about $81,255 at 4% or $54,170 at 6%.
201818$406,670$54,323$6,790iApproximate average salary by contribution assumption: employee only about $169,759 at 4% or $113,173 at 6%; with 50% employer match about $113,173 at 4% or $75,449 at 6%; with 100% employer match about $84,880 at 4% or $56,586 at 6%.
Hbw Advisory Services LLC 401 K Profit Sharing Plan Trust-8$406,670$54,323$6,790iApproximate average salary by contribution assumption: employee only about $169,759 at 4% or $113,173 at 6%; with 50% employer match about $113,173 at 4% or $75,449 at 6%; with 100% employer match about $84,880 at 4% or $56,586 at 6%.
201717$371,840$43,588$6,227iApproximate average salary by contribution assumption: employee only about $155,671 at 4% or $103,781 at 6%; with 50% employer match about $103,781 at 4% or $69,187 at 6%; with 100% employer match about $77,836 at 4% or $51,890 at 6%.
Hbw Advisory Services LLC 401 K Profit Sharing Plan Trust-7$371,840$43,588$6,227iApproximate average salary by contribution assumption: employee only about $155,671 at 4% or $103,781 at 6%; with 50% employer match about $103,781 at 4% or $69,187 at 6%; with 100% employer match about $77,836 at 4% or $51,890 at 6%.
201617$289,510$258,585$36,941iApproximate average salary by contribution assumption: employee only about $923,518 at 4% or $615,679 at 6%; with 50% employer match about $615,679 at 4% or $410,452 at 6%; with 100% employer match about $461,759 at 4% or $307,839 at 6%.
Hbw Advisory Services LLC 401 K Profit Sharing Plan Trust-7$289,510$258,585$36,941iApproximate average salary by contribution assumption: employee only about $923,518 at 4% or $615,679 at 6%; with 50% employer match about $615,679 at 4% or $410,452 at 6%; with 100% employer match about $461,759 at 4% or $307,839 at 6%.
201514$1,372$1,368$342iApproximate average salary by contribution assumption: employee only about $8,550 at 4% or $5,700 at 6%; with 50% employer match about $5,700 at 4% or $3,800 at 6%; with 100% employer match about $4,275 at 4% or $2,850 at 6%.
Hbw Advisory Services LLC 401 K Profit Sharing Plan Trust-4$1,372$1,368$342iApproximate average salary by contribution assumption: employee only about $8,550 at 4% or $5,700 at 6%; with 50% employer match about $5,700 at 4% or $3,800 at 6%; with 100% employer match about $4,275 at 4% or $2,850 at 6%.