Civic Intelligence

Hbk Sorce Financial LLC

Plan context: Hbk Sorce Financial LLC 401(K) Profit Sharing Plan

EIN 34-1925718 • Canfield, OH • 24 filings • 6 plans

6603 Summit DriveCanfield, OH 44406
Current Snapshot

Latest Year

2024

2024 Participants

116

2024 Assets

$25,684,440

2024 Contributions

$3,579,075

Historical Graphs

Total Assets Over Time

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

$25,684,440$12,842,220$0200120142024YearValue
$25,684,440Latest year 2024

Participants Over Time

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

123620200120132024YearValue
116Latest 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
20241116$25,684,440$3,579,075$30,854iApproximate average salary by contribution assumption: employee only about $771,352 at 4% or $514,235 at 6%; with 50% employer match about $514,235 at 4% or $342,823 at 6%; with 100% employer match about $385,676 at 4% or $257,117 at 6%.
Hbk Sorce Financial LLC 401(K) Profit Sharing Plan-116$25,684,440$3,579,075$30,854iApproximate average salary by contribution assumption: employee only about $771,352 at 4% or $514,235 at 6%; with 50% employer match about $514,235 at 4% or $342,823 at 6%; with 100% employer match about $385,676 at 4% or $257,117 at 6%.
20231123$21,309,675$1,733,145$14,091iApproximate average salary by contribution assumption: employee only about $352,265 at 4% or $234,843 at 6%; with 50% employer match about $234,843 at 4% or $156,562 at 6%; with 100% employer match about $176,133 at 4% or $117,422 at 6%.
Hbk Sorce Financial LLC 401(K) Profit Sharing Plan-123$21,309,675$1,733,145$14,091iApproximate average salary by contribution assumption: employee only about $352,265 at 4% or $234,843 at 6%; with 50% employer match about $234,843 at 4% or $156,562 at 6%; with 100% employer match about $176,133 at 4% or $117,422 at 6%.
20221114$17,484,533$1,523,604$13,365iApproximate average salary by contribution assumption: employee only about $334,124 at 4% or $222,749 at 6%; with 50% employer match about $222,749 at 4% or $148,499 at 6%; with 100% employer match about $167,062 at 4% or $111,375 at 6%.
Hbk Sorce Financial LLC 401(K) Profit Sharing Plan-114$17,484,533$1,523,604$13,365iApproximate average salary by contribution assumption: employee only about $334,124 at 4% or $222,749 at 6%; with 50% employer match about $222,749 at 4% or $148,499 at 6%; with 100% employer match about $167,062 at 4% or $111,375 at 6%.
20211100$20,150,176$1,442,643$14,426iApproximate average salary by contribution assumption: employee only about $360,661 at 4% or $240,441 at 6%; with 50% employer match about $240,441 at 4% or $160,294 at 6%; with 100% employer match about $180,330 at 4% or $120,220 at 6%.
Hbk Sorce Financial LLC 401(K) Profit Sharing Plan-100$20,150,176$1,442,643$14,426iApproximate average salary by contribution assumption: employee only about $360,661 at 4% or $240,441 at 6%; with 50% employer match about $240,441 at 4% or $160,294 at 6%; with 100% employer match about $180,330 at 4% or $120,220 at 6%.
2020193$16,655,093$1,641,769$17,653iApproximate average salary by contribution assumption: employee only about $441,336 at 4% or $294,224 at 6%; with 50% employer match about $294,224 at 4% or $196,149 at 6%; with 100% employer match about $220,668 at 4% or $147,112 at 6%.
Hbk Sorce Financial LLC 401(K) Profit Sharing Plan-93$16,655,093$1,641,769$17,653iApproximate average salary by contribution assumption: employee only about $441,336 at 4% or $294,224 at 6%; with 50% employer match about $294,224 at 4% or $196,149 at 6%; with 100% employer match about $220,668 at 4% or $147,112 at 6%.
2019182$12,376,357$1,445,407$17,627iApproximate average salary by contribution assumption: employee only about $440,673 at 4% or $293,782 at 6%; with 50% employer match about $293,782 at 4% or $195,855 at 6%; with 100% employer match about $220,336 at 4% or $146,891 at 6%.
Hbk Sorce Financial LLC 401(K) Profit Sharing Plan-82$12,376,357$1,445,407$17,627iApproximate average salary by contribution assumption: employee only about $440,673 at 4% or $293,782 at 6%; with 50% employer match about $293,782 at 4% or $195,855 at 6%; with 100% employer match about $220,336 at 4% or $146,891 at 6%.
2018176$9,291,319$1,060,148$13,949iApproximate average salary by contribution assumption: employee only about $348,733 at 4% or $232,489 at 6%; with 50% employer match about $232,489 at 4% or $154,992 at 6%; with 100% employer match about $174,366 at 4% or $116,244 at 6%.
Hbk Sorce Financial LLC 401(K) Profit Sharing Plan-76$9,291,319$1,060,148$13,949iApproximate average salary by contribution assumption: employee only about $348,733 at 4% or $232,489 at 6%; with 50% employer match about $232,489 at 4% or $154,992 at 6%; with 100% employer match about $174,366 at 4% or $116,244 at 6%.
2017173$9,111,971$896,371$12,279iApproximate average salary by contribution assumption: employee only about $306,976 at 4% or $204,651 at 6%; with 50% employer match about $204,651 at 4% or $136,434 at 6%; with 100% employer match about $153,488 at 4% or $102,325 at 6%.
Hbk Sorce Financial LLC 401(K) Profit Sharing Plan-73$9,111,971$896,371$12,279iApproximate average salary by contribution assumption: employee only about $306,976 at 4% or $204,651 at 6%; with 50% employer match about $204,651 at 4% or $136,434 at 6%; with 100% employer match about $153,488 at 4% or $102,325 at 6%.
2016162$6,971,569$729,646$11,768iApproximate average salary by contribution assumption: employee only about $294,212 at 4% or $196,141 at 6%; with 50% employer match about $196,141 at 4% or $130,761 at 6%; with 100% employer match about $147,106 at 4% or $98,071 at 6%.
Hbk Sorce Financial LLC 401(K) Profit Sharing Plan-62$6,971,569$729,646$11,768iApproximate average salary by contribution assumption: employee only about $294,212 at 4% or $196,141 at 6%; with 50% employer match about $196,141 at 4% or $130,761 at 6%; with 100% employer match about $147,106 at 4% or $98,071 at 6%.
2015151$5,953,461$581,301$11,398iApproximate average salary by contribution assumption: employee only about $284,951 at 4% or $189,968 at 6%; with 50% employer match about $189,968 at 4% or $126,645 at 6%; with 100% employer match about $142,476 at 4% or $94,984 at 6%.
Hbk Sorce Financial LLC 401(K) Profit Sharing Plan-51$5,953,461$581,301$11,398iApproximate average salary by contribution assumption: employee only about $284,951 at 4% or $189,968 at 6%; with 50% employer match about $189,968 at 4% or $126,645 at 6%; with 100% employer match about $142,476 at 4% or $94,984 at 6%.
2014148$5,545,190$538,096$11,210iApproximate average salary by contribution assumption: employee only about $280,258 at 4% or $186,839 at 6%; with 50% employer match about $186,839 at 4% or $124,559 at 6%; with 100% employer match about $140,129 at 4% or $93,419 at 6%.
Hbk Sorce Financial LLC 401(K) Profit Sharing Plan-48$5,545,190$538,096$11,210iApproximate average salary by contribution assumption: employee only about $280,258 at 4% or $186,839 at 6%; with 50% employer match about $186,839 at 4% or $124,559 at 6%; with 100% employer match about $140,129 at 4% or $93,419 at 6%.
2013148$4,856,461$446,489$9,302iApproximate average salary by contribution assumption: employee only about $232,546 at 4% or $155,031 at 6%; with 50% employer match about $155,031 at 4% or $103,354 at 6%; with 100% employer match about $116,273 at 4% or $77,515 at 6%.
Hbk Sorce Financial LLC 401(K) Profit Sharing Plan-48$4,856,461$446,489$9,302iApproximate average salary by contribution assumption: employee only about $232,546 at 4% or $155,031 at 6%; with 50% employer match about $155,031 at 4% or $103,354 at 6%; with 100% employer match about $116,273 at 4% or $77,515 at 6%.
2012147$3,813,992$857,117$18,237iApproximate average salary by contribution assumption: employee only about $455,913 at 4% or $303,942 at 6%; with 50% employer match about $303,942 at 4% or $202,628 at 6%; with 100% employer match about $227,957 at 4% or $151,971 at 6%.
Hbk Sorce Financial LLC 401(K) Profit Sharing Plan-47$3,813,992$857,117$18,237iApproximate average salary by contribution assumption: employee only about $455,913 at 4% or $303,942 at 6%; with 50% employer match about $303,942 at 4% or $202,628 at 6%; with 100% employer match about $227,957 at 4% or $151,971 at 6%.
2011142$2,429,292$252,783$6,019iApproximate average salary by contribution assumption: employee only about $150,466 at 4% or $100,311 at 6%; with 50% employer match about $100,311 at 4% or $66,874 at 6%; with 100% employer match about $75,233 at 4% or $50,155 at 6%.
Hbk Sorce Financial LLC 401(K) Profit Sharing Plan-42$2,429,292$252,783$6,019iApproximate average salary by contribution assumption: employee only about $150,466 at 4% or $100,311 at 6%; with 50% employer match about $100,311 at 4% or $66,874 at 6%; with 100% employer match about $75,233 at 4% or $50,155 at 6%.
2010142$2,365,978$369,006$8,786iApproximate average salary by contribution assumption: employee only about $219,646 at 4% or $146,431 at 6%; with 50% employer match about $146,431 at 4% or $97,621 at 6%; with 100% employer match about $109,823 at 4% or $73,215 at 6%.
Hbk Sorce Financial LLC 401(K) Profit Sharing Plan-42$2,365,978$369,006$8,786iApproximate average salary by contribution assumption: employee only about $219,646 at 4% or $146,431 at 6%; with 50% employer match about $146,431 at 4% or $97,621 at 6%; with 100% employer match about $109,823 at 4% or $73,215 at 6%.
2009152$2,115,770$342,629$6,589iApproximate average salary by contribution assumption: employee only about $164,725 at 4% or $109,817 at 6%; with 50% employer match about $109,817 at 4% or $73,211 at 6%; with 100% employer match about $82,363 at 4% or $54,908 at 6%.
Hbk Sorce Financial LLC 401(K) Profit Sharing Plan-52$2,115,770$342,629$6,589iApproximate average salary by contribution assumption: employee only about $164,725 at 4% or $109,817 at 6%; with 50% employer match about $109,817 at 4% or $73,211 at 6%; with 100% employer match about $82,363 at 4% or $54,908 at 6%.
2008144$1,416,113$256,993$5,841iApproximate average salary by contribution assumption: employee only about $146,019 at 4% or $97,346 at 6%; with 50% employer match about $97,346 at 4% or $64,897 at 6%; with 100% employer match about $73,009 at 4% or $48,673 at 6%.
Hbk Sorce Financial LLC 401(K) Profit Sharing Plan-44$1,416,113$256,993$5,841iApproximate average salary by contribution assumption: employee only about $146,019 at 4% or $97,346 at 6%; with 50% employer match about $97,346 at 4% or $64,897 at 6%; with 100% employer match about $73,009 at 4% or $48,673 at 6%.
2007147$0$0-
Hbk Sorce Financial LLC 401(K) Profit Sharing Plan-47---
2006145$1,530,813$319,239$7,094iApproximate average salary by contribution assumption: employee only about $177,355 at 4% or $118,237 at 6%; with 50% employer match about $118,237 at 4% or $78,824 at 6%; with 100% employer match about $88,678 at 4% or $59,118 at 6%.
Hbk Sorce Financial LLC 401(K) Profit Sharing Plan-45$1,530,813$319,239$7,094iApproximate average salary by contribution assumption: employee only about $177,355 at 4% or $118,237 at 6%; with 50% employer match about $118,237 at 4% or $78,824 at 6%; with 100% employer match about $88,678 at 4% or $59,118 at 6%.
2005137$1,151,775$275,982$7,459iApproximate average salary by contribution assumption: employee only about $186,474 at 4% or $124,316 at 6%; with 50% employer match about $124,316 at 4% or $82,877 at 6%; with 100% employer match about $93,237 at 4% or $62,158 at 6%.
Hbk Sorce Financial LLC 401(K) Profit Sharing Plan-37$1,151,775$275,982$7,459iApproximate average salary by contribution assumption: employee only about $186,474 at 4% or $124,316 at 6%; with 50% employer match about $124,316 at 4% or $82,877 at 6%; with 100% employer match about $93,237 at 4% or $62,158 at 6%.
2004132$828,202$218,146$6,817iApproximate average salary by contribution assumption: employee only about $170,427 at 4% or $113,618 at 6%; with 50% employer match about $113,618 at 4% or $75,745 at 6%; with 100% employer match about $85,213 at 4% or $56,809 at 6%.
Hbk Sorce Financial LLC 401(K) Profit Sharing Plan-32$828,202$218,146$6,817iApproximate average salary by contribution assumption: employee only about $170,427 at 4% or $113,618 at 6%; with 50% employer match about $113,618 at 4% or $75,745 at 6%; with 100% employer match about $85,213 at 4% or $56,809 at 6%.
2003130$0$0-
Hbk Sorce Financial LLC 401(K) Profit Sharing Plan-30---
2002128$236,103$211,461$7,552iApproximate average salary by contribution assumption: employee only about $188,804 at 4% or $125,870 at 6%; with 50% employer match about $125,870 at 4% or $83,913 at 6%; with 100% employer match about $94,402 at 4% or $62,935 at 6%.
Hbk Sorce Financial LLC 401(K) Profit Sharing Plan-28$236,103$211,461$7,552iApproximate average salary by contribution assumption: employee only about $188,804 at 4% or $125,870 at 6%; with 50% employer match about $125,870 at 4% or $83,913 at 6%; with 100% employer match about $94,402 at 4% or $62,935 at 6%.
2001122$64,800$57,041$2,593iApproximate average salary by contribution assumption: employee only about $64,819 at 4% or $43,213 at 6%; with 50% employer match about $43,213 at 4% or $28,809 at 6%; with 100% employer match about $32,410 at 4% or $21,606 at 6%.
Hbk Sorce Financial LLC 401(K) Profit Sharing Plan-22$64,800$57,041$2,593iApproximate average salary by contribution assumption: employee only about $64,819 at 4% or $43,213 at 6%; with 50% employer match about $43,213 at 4% or $28,809 at 6%; with 100% employer match about $32,410 at 4% or $21,606 at 6%.