Civic Intelligence

Himelick Financial Group

Plan context: Himelick Financial Group Cash Balance Plan

EIN 27-1919211 • Austin, TX • 26 filings • 2 plans

7200 N. Mopac Expy, Suite 170Austin, TX 78731
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$4,359,988

2024 Contributions

$386,246

Historical Graphs

Total Assets Over Time

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

$6,402,954$3,201,477$0201220182024YearValue
$4,359,988Latest year 2024

Participants Over Time

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

1260201220182024YearValue
12Latest 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
2024212$4,359,988$386,246$32,187iApproximate average salary by contribution assumption: employee only about $804,679 at 4% or $536,453 at 6%; with 50% employer match about $536,453 at 4% or $357,635 at 6%; with 100% employer match about $402,340 at 4% or $268,226 at 6%.
Himelick Financial Group Cash Balance Plan-12$2,297,013$175,000$14,583iApproximate average salary by contribution assumption: employee only about $364,583 at 4% or $243,056 at 6%; with 50% employer match about $243,056 at 4% or $162,037 at 6%; with 100% employer match about $182,292 at 4% or $121,528 at 6%.
Himelick Financial Group 401(K) Profit Sharing Plan-9$2,062,975$211,246$23,472iApproximate average salary by contribution assumption: employee only about $586,794 at 4% or $391,196 at 6%; with 50% employer match about $391,196 at 4% or $260,798 at 6%; with 100% employer match about $293,397 at 4% or $195,598 at 6%.
2023212$3,615,988$175,780$14,648iApproximate average salary by contribution assumption: employee only about $366,208 at 4% or $244,139 at 6%; with 50% employer match about $244,139 at 4% or $162,759 at 6%; with 100% employer match about $183,104 at 4% or $122,069 at 6%.
Himelick Financial Group Cash Balance Plan-12$1,961,975$0-
Himelick Financial Group 401(K) Profit Sharing Plan-9$1,654,013$175,780$19,531iApproximate average salary by contribution assumption: employee only about $488,278 at 4% or $325,519 at 6%; with 50% employer match about $325,519 at 4% or $217,012 at 6%; with 100% employer match about $244,139 at 4% or $162,759 at 6%.
2022210$3,431,835$409,496$40,950iApproximate average salary by contribution assumption: employee only about $1,023,740 at 4% or $682,493 at 6%; with 50% employer match about $682,493 at 4% or $454,996 at 6%; with 100% employer match about $511,870 at 4% or $341,247 at 6%.
Himelick Financial Group Cash Balance Plan-10$2,085,524$398,594$39,859iApproximate average salary by contribution assumption: employee only about $996,485 at 4% or $664,323 at 6%; with 50% employer match about $664,323 at 4% or $442,882 at 6%; with 100% employer match about $498,243 at 4% or $332,162 at 6%.
Himelick Financial Group 401(K) Profit Sharing Plan-10$1,346,311$10,902$1,090iApproximate average salary by contribution assumption: employee only about $27,255 at 4% or $18,170 at 6%; with 50% employer match about $18,170 at 4% or $12,113 at 6%; with 100% employer match about $13,628 at 4% or $9,085 at 6%.
2021210$6,402,954$683,784$68,378iApproximate average salary by contribution assumption: employee only about $1,709,460 at 4% or $1,139,640 at 6%; with 50% employer match about $1,139,640 at 4% or $759,760 at 6%; with 100% employer match about $854,730 at 4% or $569,820 at 6%.
Himelick Financial Group Cash Balance Plan-10$4,942,542$535,515$53,552iApproximate average salary by contribution assumption: employee only about $1,338,788 at 4% or $892,525 at 6%; with 50% employer match about $892,525 at 4% or $595,017 at 6%; with 100% employer match about $669,394 at 4% or $446,263 at 6%.
Himelick Financial Group 401(K) Profit Sharing Plan-8$1,460,412$148,269$18,534iApproximate average salary by contribution assumption: employee only about $463,341 at 4% or $308,894 at 6%; with 50% employer match about $308,894 at 4% or $205,929 at 6%; with 100% employer match about $231,670 at 4% or $154,447 at 6%.
202028$5,312,909$708,934$88,617iApproximate average salary by contribution assumption: employee only about $2,215,419 at 4% or $1,476,946 at 6%; with 50% employer match about $1,476,946 at 4% or $984,631 at 6%; with 100% employer match about $1,107,709 at 4% or $738,473 at 6%.
Himelick Financial Group Cash Balance Plan-6$4,053,931$569,468$94,911iApproximate average salary by contribution assumption: employee only about $2,372,783 at 4% or $1,581,856 at 6%; with 50% employer match about $1,581,856 at 4% or $1,054,570 at 6%; with 100% employer match about $1,186,392 at 4% or $790,928 at 6%.
Himelick Financial Group 401(K) Profit Sharing Plan-8$1,258,978$139,466$17,433iApproximate average salary by contribution assumption: employee only about $435,831 at 4% or $290,554 at 6%; with 50% employer match about $290,554 at 4% or $193,703 at 6%; with 100% employer match about $217,916 at 4% or $145,277 at 6%.
201926$3,895,713$548,874$91,479iApproximate average salary by contribution assumption: employee only about $2,286,975 at 4% or $1,524,650 at 6%; with 50% employer match about $1,524,650 at 4% or $1,016,433 at 6%; with 100% employer match about $1,143,488 at 4% or $762,325 at 6%.
Himelick Financial Group Cash Balance Plan-6$3,009,466$443,000$73,833iApproximate average salary by contribution assumption: employee only about $1,845,833 at 4% or $1,230,556 at 6%; with 50% employer match about $1,230,556 at 4% or $820,370 at 6%; with 100% employer match about $922,917 at 4% or $615,278 at 6%.
Himelick Financial Group 401(K) Profit Sharing Plan-6$886,247$105,874$17,646iApproximate average salary by contribution assumption: employee only about $441,142 at 4% or $294,094 at 6%; with 50% employer match about $294,094 at 4% or $196,063 at 6%; with 100% employer match about $220,571 at 4% or $147,047 at 6%.
201828$2,736,361$409,846$51,231iApproximate average salary by contribution assumption: employee only about $1,280,769 at 4% or $853,846 at 6%; with 50% employer match about $853,846 at 4% or $569,231 at 6%; with 100% employer match about $640,384 at 4% or $426,923 at 6%.
Himelick Financial Group Cash Balance Plan-7$2,123,312$304,800$43,543iApproximate average salary by contribution assumption: employee only about $1,088,571 at 4% or $725,714 at 6%; with 50% employer match about $725,714 at 4% or $483,810 at 6%; with 100% employer match about $544,286 at 4% or $362,857 at 6%.
Himelick Financial Group 401(K) Profit Sharing Plan-8$613,049$105,046$13,131iApproximate average salary by contribution assumption: employee only about $328,269 at 4% or $218,846 at 6%; with 50% employer match about $218,846 at 4% or $145,897 at 6%; with 100% employer match about $164,134 at 4% or $109,423 at 6%.
201728$2,534,938$415,513$51,939iApproximate average salary by contribution assumption: employee only about $1,298,478 at 4% or $865,652 at 6%; with 50% employer match about $865,652 at 4% or $577,101 at 6%; with 100% employer match about $649,239 at 4% or $432,826 at 6%.
Himelick Financial Group Cash Balance Plan-6$1,942,909$306,392$51,065iApproximate average salary by contribution assumption: employee only about $1,276,633 at 4% or $851,089 at 6%; with 50% employer match about $851,089 at 4% or $567,393 at 6%; with 100% employer match about $638,317 at 4% or $425,544 at 6%.
Himelick Financial Group 401(K) Profit Sharing Plan-8$592,029$109,121$13,640iApproximate average salary by contribution assumption: employee only about $341,003 at 4% or $227,335 at 6%; with 50% employer match about $227,335 at 4% or $151,557 at 6%; with 100% employer match about $170,502 at 4% or $113,668 at 6%.
201628$1,858,471$417,009$52,126iApproximate average salary by contribution assumption: employee only about $1,303,153 at 4% or $868,769 at 6%; with 50% employer match about $868,769 at 4% or $579,179 at 6%; with 100% employer match about $651,577 at 4% or $434,384 at 6%.
Himelick Financial Group Cash Balance Plan-8$1,426,750$302,700$37,838iApproximate average salary by contribution assumption: employee only about $945,938 at 4% or $630,625 at 6%; with 50% employer match about $630,625 at 4% or $420,417 at 6%; with 100% employer match about $472,969 at 4% or $315,313 at 6%.
Himelick Financial Group 401(K) Profit Sharing Plan-8$431,721$114,309$14,289iApproximate average salary by contribution assumption: employee only about $357,216 at 4% or $238,144 at 6%; with 50% employer match about $238,144 at 4% or $158,763 at 6%; with 100% employer match about $178,608 at 4% or $119,072 at 6%.
201526$1,317,773$353,780$58,963iApproximate average salary by contribution assumption: employee only about $1,474,083 at 4% or $982,722 at 6%; with 50% employer match about $982,722 at 4% or $655,148 at 6%; with 100% employer match about $737,042 at 4% or $491,361 at 6%.
Himelick Financial Group Cash Balance Plan-6$1,037,111$258,392$43,065iApproximate average salary by contribution assumption: employee only about $1,076,633 at 4% or $717,756 at 6%; with 50% employer match about $717,756 at 4% or $478,504 at 6%; with 100% employer match about $538,317 at 4% or $358,878 at 6%.
Himelick Financial Group 401(K) Profit Sharing Plan-6$280,662$95,388$15,898iApproximate average salary by contribution assumption: employee only about $397,450 at 4% or $264,967 at 6%; with 50% employer match about $264,967 at 4% or $176,644 at 6%; with 100% employer match about $198,725 at 4% or $132,483 at 6%.
201426$995,717$389,752$64,959iApproximate average salary by contribution assumption: employee only about $1,623,967 at 4% or $1,082,644 at 6%; with 50% employer match about $1,082,644 at 4% or $721,763 at 6%; with 100% employer match about $811,983 at 4% or $541,322 at 6%.
Himelick Financial Group Cash Balance Plan-5$804,785$293,642$58,728iApproximate average salary by contribution assumption: employee only about $1,468,210 at 4% or $978,807 at 6%; with 50% employer match about $978,807 at 4% or $652,538 at 6%; with 100% employer match about $734,105 at 4% or $489,403 at 6%.
Himelick Financial Group 401(K) Profit Sharing Plan-6$190,932$96,110$16,018iApproximate average salary by contribution assumption: employee only about $400,458 at 4% or $266,972 at 6%; with 50% employer match about $266,972 at 4% or $177,981 at 6%; with 100% employer match about $200,229 at 4% or $133,486 at 6%.
201326$580,101$314,384$52,397iApproximate average salary by contribution assumption: employee only about $1,309,933 at 4% or $873,289 at 6%; with 50% employer match about $873,289 at 4% or $582,193 at 6%; with 100% employer match about $654,967 at 4% or $436,644 at 6%.
Himelick Financial Group Cash Balance Plan-6$487,438$235,910$39,318iApproximate average salary by contribution assumption: employee only about $982,958 at 4% or $655,306 at 6%; with 50% employer match about $655,306 at 4% or $436,870 at 6%; with 100% employer match about $491,479 at 4% or $327,653 at 6%.
Himelick Financial Group 401(K) Profit Sharing Plan-6$92,663$78,474$13,079iApproximate average salary by contribution assumption: employee only about $326,975 at 4% or $217,983 at 6%; with 50% employer match about $217,983 at 4% or $145,322 at 6%; with 100% employer match about $163,488 at 4% or $108,992 at 6%.
201228$238,993$238,993$29,874iApproximate average salary by contribution assumption: employee only about $746,853 at 4% or $497,902 at 6%; with 50% employer match about $497,902 at 4% or $331,935 at 6%; with 100% employer match about $373,427 at 4% or $248,951 at 6%.
Himelick Financial Group Cash Balance Plan-7$224,238$224,238$32,034iApproximate average salary by contribution assumption: employee only about $800,850 at 4% or $533,900 at 6%; with 50% employer match about $533,900 at 4% or $355,933 at 6%; with 100% employer match about $400,425 at 4% or $266,950 at 6%.
Himelick Financial Group 401(K) Profit Sharing Plan-8$14,755$14,755$1,844iApproximate average salary by contribution assumption: employee only about $46,109 at 4% or $30,740 at 6%; with 50% employer match about $30,740 at 4% or $20,493 at 6%; with 100% employer match about $23,055 at 4% or $15,370 at 6%.