Housen Financial Group Inc.
Plan context: Housen Financial Group Inc. 401K Plan
EIN 22-3308020 • Manasquan, NJ • 21 filings • 3 plans
Current Snapshot
Latest Year
2014
2014 Participants
9
2014 Assets
$1,984,061
2014 Contributions
$15,322
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 |
|---|---|---|---|---|---|
| 2014 | 1 | 0 | $0 | $15,322 | - |
| Housen Financial Group Inc. 401K Plan | - | 0 | - | $15,322 | - |
| 2013 | 1 | 9 | $1,984,061 | $113,722 | $12,636iApproximate average salary by contribution assumption: employee only about $315,894 at 4% or $210,596 at 6%; with 50% employer match about $210,596 at 4% or $140,398 at 6%; with 100% employer match about $157,947 at 4% or $105,298 at 6%. |
| Housen Financial Group Inc. 401K Plan | - | 9 | $1,984,061 | $113,722 | $12,636iApproximate average salary by contribution assumption: employee only about $315,894 at 4% or $210,596 at 6%; with 50% employer match about $210,596 at 4% or $140,398 at 6%; with 100% employer match about $157,947 at 4% or $105,298 at 6%. |
| 2012 | 1 | 9 | $1,604,693 | $147,100 | $16,344iApproximate average salary by contribution assumption: employee only about $408,611 at 4% or $272,407 at 6%; with 50% employer match about $272,407 at 4% or $181,605 at 6%; with 100% employer match about $204,306 at 4% or $136,204 at 6%. |
| Housen Financial Group Inc. 401K Plan | - | 9 | $1,604,693 | $147,100 | $16,344iApproximate average salary by contribution assumption: employee only about $408,611 at 4% or $272,407 at 6%; with 50% employer match about $272,407 at 4% or $181,605 at 6%; with 100% employer match about $204,306 at 4% or $136,204 at 6%. |
| 2011 | 1 | 7 | $1,272,320 | $138,082 | $19,726iApproximate average salary by contribution assumption: employee only about $493,150 at 4% or $328,767 at 6%; with 50% employer match about $328,767 at 4% or $219,178 at 6%; with 100% employer match about $246,575 at 4% or $164,383 at 6%. |
| Housen Financial Group Inc. 401K Plan | - | 7 | $1,272,320 | $138,082 | $19,726iApproximate average salary by contribution assumption: employee only about $493,150 at 4% or $328,767 at 6%; with 50% employer match about $328,767 at 4% or $219,178 at 6%; with 100% employer match about $246,575 at 4% or $164,383 at 6%. |
| 2010 | 1 | 8 | $1,261,534 | $106,565 | $13,321iApproximate average salary by contribution assumption: employee only about $333,016 at 4% or $222,010 at 6%; with 50% employer match about $222,010 at 4% or $148,007 at 6%; with 100% employer match about $166,508 at 4% or $111,005 at 6%. |
| Housen Financial Group Inc. 401K Plan | - | 8 | $1,261,534 | $106,565 | $13,321iApproximate average salary by contribution assumption: employee only about $333,016 at 4% or $222,010 at 6%; with 50% employer match about $222,010 at 4% or $148,007 at 6%; with 100% employer match about $166,508 at 4% or $111,005 at 6%. |
| 2009 | 1 | 6 | $1,010,284 | $58,754 | $9,792iApproximate average salary by contribution assumption: employee only about $244,808 at 4% or $163,206 at 6%; with 50% employer match about $163,206 at 4% or $108,804 at 6%; with 100% employer match about $122,404 at 4% or $81,603 at 6%. |
| Housen Financial Group Inc. 401K Plan | - | 6 | $1,010,284 | $58,754 | $9,792iApproximate average salary by contribution assumption: employee only about $244,808 at 4% or $163,206 at 6%; with 50% employer match about $163,206 at 4% or $108,804 at 6%; with 100% employer match about $122,404 at 4% or $81,603 at 6%. |
| 2008 | 1 | 7 | $747,825 | $46,297 | $6,614iApproximate average salary by contribution assumption: employee only about $165,346 at 4% or $110,231 at 6%; with 50% employer match about $110,231 at 4% or $73,487 at 6%; with 100% employer match about $82,673 at 4% or $55,115 at 6%. |
| Housen Financial Group Inc. 401K Plan | - | 7 | $747,825 | $46,297 | $6,614iApproximate average salary by contribution assumption: employee only about $165,346 at 4% or $110,231 at 6%; with 50% employer match about $110,231 at 4% or $73,487 at 6%; with 100% employer match about $82,673 at 4% or $55,115 at 6%. |
| 2007 | 1 | 3 | $653,002 | $55,370 | $18,457iApproximate average salary by contribution assumption: employee only about $461,417 at 4% or $307,611 at 6%; with 50% employer match about $307,611 at 4% or $205,074 at 6%; with 100% employer match about $230,708 at 4% or $153,806 at 6%. |
| Housen Financial Group Inc. 401K Plan | - | 3 | $653,002 | $55,370 | $18,457iApproximate average salary by contribution assumption: employee only about $461,417 at 4% or $307,611 at 6%; with 50% employer match about $307,611 at 4% or $205,074 at 6%; with 100% employer match about $230,708 at 4% or $153,806 at 6%. |
| 2006 | 1 | 3 | $609,406 | $37,221 | $12,407iApproximate average salary by contribution assumption: employee only about $310,175 at 4% or $206,783 at 6%; with 50% employer match about $206,783 at 4% or $137,856 at 6%; with 100% employer match about $155,088 at 4% or $103,392 at 6%. |
| Housen Financial Group Inc. 401K Plan | - | 3 | $609,406 | $37,221 | $12,407iApproximate average salary by contribution assumption: employee only about $310,175 at 4% or $206,783 at 6%; with 50% employer match about $206,783 at 4% or $137,856 at 6%; with 100% employer match about $155,088 at 4% or $103,392 at 6%. |
| 2005 | 1 | 4 | $510,980 | $59,453 | $14,863iApproximate average salary by contribution assumption: employee only about $371,581 at 4% or $247,721 at 6%; with 50% employer match about $247,721 at 4% or $165,147 at 6%; with 100% employer match about $185,791 at 4% or $123,860 at 6%. |
| Housen Financial Group Inc. 401K Plan | - | 4 | $510,980 | $59,453 | $14,863iApproximate average salary by contribution assumption: employee only about $371,581 at 4% or $247,721 at 6%; with 50% employer match about $247,721 at 4% or $165,147 at 6%; with 100% employer match about $185,791 at 4% or $123,860 at 6%. |
| 2004 | 1 | 4 | $402,919 | $63,404 | $15,851iApproximate average salary by contribution assumption: employee only about $396,275 at 4% or $264,183 at 6%; with 50% employer match about $264,183 at 4% or $176,122 at 6%; with 100% employer match about $198,138 at 4% or $132,092 at 6%. |
| Housen Financial Group Inc. 401K Plan | - | 4 | $402,919 | $63,404 | $15,851iApproximate average salary by contribution assumption: employee only about $396,275 at 4% or $264,183 at 6%; with 50% employer match about $264,183 at 4% or $176,122 at 6%; with 100% employer match about $198,138 at 4% or $132,092 at 6%. |
| 2003 | 2 | 4 | $350,162 | $193,210 | $48,303iApproximate average salary by contribution assumption: employee only about $1,207,563 at 4% or $805,042 at 6%; with 50% employer match about $805,042 at 4% or $536,694 at 6%; with 100% employer match about $603,781 at 4% or $402,521 at 6%. |
| Housen Financial Group Inc. 401K Plan | - | 4 | $350,162 | $193,210 | $48,303iApproximate average salary by contribution assumption: employee only about $1,207,563 at 4% or $805,042 at 6%; with 50% employer match about $805,042 at 4% or $536,694 at 6%; with 100% employer match about $603,781 at 4% or $402,521 at 6%. |
| Housen Financial Group Inc. Money Purchase Pension Plan | - | 0 | - | - | - |
| 2002 | 2 | 4 | $390,946 | $87,878 | $21,970iApproximate average salary by contribution assumption: employee only about $549,238 at 4% or $366,158 at 6%; with 50% employer match about $366,158 at 4% or $244,106 at 6%; with 100% employer match about $274,619 at 4% or $183,079 at 6%. |
| Housen Financial Group Inc. 401K Plan | - | 4 | $250,989 | $87,878 | $21,970iApproximate average salary by contribution assumption: employee only about $549,238 at 4% or $366,158 at 6%; with 50% employer match about $366,158 at 4% or $244,106 at 6%; with 100% employer match about $274,619 at 4% or $183,079 at 6%. |
| Housen Financial Group Inc. Money Purchase Pension Plan | - | 4 | $139,957 | - | - |
| 2001 | 2 | 3 | $0 | $0 | - |
| Housen Financial Group Inc. Money Purchase Pension Plan | - | 3 | - | - | - |
| Housen Financial Group Inc. 401K Plan | - | 3 | - | - | - |
| 2000 | 2 | 3 | $0 | $0 | - |
| Housen Financial Group Inc. 401K Plan | - | 3 | - | - | - |
| Housen Financial Group Inc. Money Purchase Pension Plan | - | 3 | - | - | - |
| 1999 | 2 | 3 | $232,975 | $64,350 | $21,450iApproximate average salary by contribution assumption: employee only about $536,250 at 4% or $357,500 at 6%; with 50% employer match about $357,500 at 4% or $238,333 at 6%; with 100% employer match about $268,125 at 4% or $178,750 at 6%. |
| Housen Financial Group Inc. 401K Plan | - | 3 | $117,378 | $32,403 | $10,801iApproximate average salary by contribution assumption: employee only about $270,025 at 4% or $180,017 at 6%; with 50% employer match about $180,017 at 4% or $120,011 at 6%; with 100% employer match about $135,013 at 4% or $90,008 at 6%. |
| Housen Financial Group Inc. Money Purchase Pension Plan | - | 3 | $115,597 | $31,947 | $10,649iApproximate average salary by contribution assumption: employee only about $266,225 at 4% or $177,483 at 6%; with 50% employer match about $177,483 at 4% or $118,322 at 6%; with 100% employer match about $133,113 at 4% or $88,742 at 6%. |