Howell Financial Services Inc.
Plan context: Howell Financial Services Inc. 401(K) Plan
EIN 37-1370812 • Sparta, IL • 30 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
14
2025 Assets
$3,203,762
2025 Contributions
$166,348
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 14 | $3,203,762 | $166,348 | $11,882iApproximate average salary by contribution assumption: employee only about $297,050 at 4% or $198,033 at 6%; with 50% employer match about $198,033 at 4% or $132,022 at 6%; with 100% employer match about $148,525 at 4% or $99,017 at 6%. |
| Howell Financial Services Inc. 401(K) Plan | - | 14 | $3,203,762 | $166,348 | $11,882iApproximate average salary by contribution assumption: employee only about $297,050 at 4% or $198,033 at 6%; with 50% employer match about $198,033 at 4% or $132,022 at 6%; with 100% employer match about $148,525 at 4% or $99,017 at 6%. |
| 2024 | 1 | 15 | $2,657,190 | $172,150 | $11,477iApproximate average salary by contribution assumption: employee only about $286,917 at 4% or $191,278 at 6%; with 50% employer match about $191,278 at 4% or $127,519 at 6%; with 100% employer match about $143,458 at 4% or $95,639 at 6%. |
| Howell Financial Services Inc. 401(K) Plan | - | 15 | $2,657,190 | $172,150 | $11,477iApproximate average salary by contribution assumption: employee only about $286,917 at 4% or $191,278 at 6%; with 50% employer match about $191,278 at 4% or $127,519 at 6%; with 100% employer match about $143,458 at 4% or $95,639 at 6%. |
| 2023 | 1 | 14 | $3,858,703 | $155,205 | $11,086iApproximate average salary by contribution assumption: employee only about $277,152 at 4% or $184,768 at 6%; with 50% employer match about $184,768 at 4% or $123,179 at 6%; with 100% employer match about $138,576 at 4% or $92,384 at 6%. |
| Howell Financial Services Inc. 401(K) Plan | - | 14 | $3,858,703 | $155,205 | $11,086iApproximate average salary by contribution assumption: employee only about $277,152 at 4% or $184,768 at 6%; with 50% employer match about $184,768 at 4% or $123,179 at 6%; with 100% employer match about $138,576 at 4% or $92,384 at 6%. |
| 2022 | 1 | 14 | $3,081,993 | $183,434 | $13,102iApproximate average salary by contribution assumption: employee only about $327,561 at 4% or $218,374 at 6%; with 50% employer match about $218,374 at 4% or $145,583 at 6%; with 100% employer match about $163,780 at 4% or $109,187 at 6%. |
| Howell Financial Services Inc. 401(K) Plan | - | 14 | $3,081,993 | $183,434 | $13,102iApproximate average salary by contribution assumption: employee only about $327,561 at 4% or $218,374 at 6%; with 50% employer match about $218,374 at 4% or $145,583 at 6%; with 100% employer match about $163,780 at 4% or $109,187 at 6%. |
| 2021 | 1 | 14 | $3,647,110 | $267,301 | $19,093iApproximate average salary by contribution assumption: employee only about $477,323 at 4% or $318,215 at 6%; with 50% employer match about $318,215 at 4% or $212,144 at 6%; with 100% employer match about $238,662 at 4% or $159,108 at 6%. |
| Howell Financial Services Inc. 401(K) Plan | - | 14 | $3,647,110 | $267,301 | $19,093iApproximate average salary by contribution assumption: employee only about $477,323 at 4% or $318,215 at 6%; with 50% employer match about $318,215 at 4% or $212,144 at 6%; with 100% employer match about $238,662 at 4% or $159,108 at 6%. |
| 2020 | 2 | 13 | $2,934,990 | $167,567 | $12,890iApproximate average salary by contribution assumption: employee only about $322,244 at 4% or $214,829 at 6%; with 50% employer match about $214,829 at 4% or $143,220 at 6%; with 100% employer match about $161,122 at 4% or $107,415 at 6%. |
| Howell Financial Services Inc. 401(K) Plan | - | 13 | $2,934,990 | $167,567 | $12,890iApproximate average salary by contribution assumption: employee only about $322,244 at 4% or $214,829 at 6%; with 50% employer match about $214,829 at 4% or $143,220 at 6%; with 100% employer match about $161,122 at 4% or $107,415 at 6%. |
| HOWELL FINANCIAL SERVICES, INC. CASH BALANCE PENSION PLAN AND TRUST | - | 0 | $0 | $0 | - |
| 2019 | 2 | 13 | $5,526,606 | $125,791 | $9,676iApproximate average salary by contribution assumption: employee only about $241,906 at 4% or $161,271 at 6%; with 50% employer match about $161,271 at 4% or $107,514 at 6%; with 100% employer match about $120,953 at 4% or $80,635 at 6%. |
| HOWELL FINANCIAL SERVICES, INC. CASH BALANCE PENSION PLAN AND TRUST | - | 12 | $3,261,649 | $0 | - |
| Howell Financial Services Inc. 401(K) Plan | - | 13 | $2,264,957 | $125,791 | $9,676iApproximate average salary by contribution assumption: employee only about $241,906 at 4% or $161,271 at 6%; with 50% employer match about $161,271 at 4% or $107,514 at 6%; with 100% employer match about $120,953 at 4% or $80,635 at 6%. |
| 2018 | 2 | 12 | $3,946,646 | $394,511 | $32,876iApproximate average salary by contribution assumption: employee only about $821,898 at 4% or $547,932 at 6%; with 50% employer match about $547,932 at 4% or $365,288 at 6%; with 100% employer match about $410,949 at 4% or $273,966 at 6%. |
| HOWELL FINANCIAL SERVICES, INC. CASH BALANCE PENSION PLAN AND TRUST | - | 11 | $2,220,372 | $300,000 | $27,273iApproximate average salary by contribution assumption: employee only about $681,818 at 4% or $454,545 at 6%; with 50% employer match about $454,545 at 4% or $303,030 at 6%; with 100% employer match about $340,909 at 4% or $227,273 at 6%. |
| Howell Financial Services Inc. 401(K) Plan | - | 12 | $1,726,274 | $94,511 | $7,876iApproximate average salary by contribution assumption: employee only about $196,898 at 4% or $131,265 at 6%; with 50% employer match about $131,265 at 4% or $87,510 at 6%; with 100% employer match about $98,449 at 4% or $65,633 at 6%. |
| 2017 | 2 | 10 | $3,947,022 | $102,134 | $10,213iApproximate average salary by contribution assumption: employee only about $255,335 at 4% or $170,223 at 6%; with 50% employer match about $170,223 at 4% or $113,482 at 6%; with 100% employer match about $127,668 at 4% or $85,112 at 6%. |
| HOWELL FINANCIAL SERVICES, INC. CASH BALANCE PENSION PLAN AND TRUST | - | 9 | $2,113,455 | $0 | - |
| Howell Financial Services Inc. 401(K) Plan | - | 10 | $1,833,567 | $102,134 | $10,213iApproximate average salary by contribution assumption: employee only about $255,335 at 4% or $170,223 at 6%; with 50% employer match about $170,223 at 4% or $113,482 at 6%; with 100% employer match about $127,668 at 4% or $85,112 at 6%. |
| 2016 | 2 | 10 | $3,159,376 | $121,516 | $12,152iApproximate average salary by contribution assumption: employee only about $303,790 at 4% or $202,527 at 6%; with 50% employer match about $202,527 at 4% or $135,018 at 6%; with 100% employer match about $151,895 at 4% or $101,263 at 6%. |
| HOWELL FINANCIAL SERVICES, INC. CASH BALANCE PENSION PLAN AND TRUST | - | 9 | $1,664,956 | $0 | - |
| Howell Financial Services Inc. 401(K) Plan | - | 10 | $1,494,420 | $121,516 | $12,152iApproximate average salary by contribution assumption: employee only about $303,790 at 4% or $202,527 at 6%; with 50% employer match about $202,527 at 4% or $135,018 at 6%; with 100% employer match about $151,895 at 4% or $101,263 at 6%. |
| 2015 | 2 | 10 | $2,751,514 | $519,483 | $51,948iApproximate average salary by contribution assumption: employee only about $1,298,708 at 4% or $865,805 at 6%; with 50% employer match about $865,805 at 4% or $577,203 at 6%; with 100% employer match about $649,354 at 4% or $432,903 at 6%. |
| HOWELL FINANCIAL SERVICES, INC. CASH BALANCE PENSION PLAN AND TRUST | - | 9 | $1,460,581 | $397,657 | $44,184iApproximate average salary by contribution assumption: employee only about $1,104,603 at 4% or $736,402 at 6%; with 50% employer match about $736,402 at 4% or $490,935 at 6%; with 100% employer match about $552,301 at 4% or $368,201 at 6%. |
| Howell Financial Services Inc. 401(K) Plan | - | 10 | $1,290,933 | $121,826 | $12,183iApproximate average salary by contribution assumption: employee only about $304,565 at 4% or $203,043 at 6%; with 50% employer match about $203,043 at 4% or $135,362 at 6%; with 100% employer match about $152,283 at 4% or $101,522 at 6%. |
| 2014 | 2 | 11 | $2,296,867 | $338,917 | $30,811iApproximate average salary by contribution assumption: employee only about $770,266 at 4% or $513,511 at 6%; with 50% employer match about $513,511 at 4% or $342,340 at 6%; with 100% employer match about $385,133 at 4% or $256,755 at 6%. |
| Howell Financial Services Inc. 401(K) Plan | - | 11 | $1,191,495 | $114,721 | $10,429iApproximate average salary by contribution assumption: employee only about $260,730 at 4% or $173,820 at 6%; with 50% employer match about $173,820 at 4% or $115,880 at 6%; with 100% employer match about $130,365 at 4% or $86,910 at 6%. |
| HOWELL FINANCIAL SERVICES, INC. CASH BALANCE PENSION PLAN AND TRUST | - | 9 | $1,105,372 | $224,196 | $24,911iApproximate average salary by contribution assumption: employee only about $622,767 at 4% or $415,178 at 6%; with 50% employer match about $415,178 at 4% or $276,785 at 6%; with 100% employer match about $311,383 at 4% or $207,589 at 6%. |
| 2013 | 2 | 10 | $1,829,792 | $432,351 | $43,235iApproximate average salary by contribution assumption: employee only about $1,080,878 at 4% or $720,585 at 6%; with 50% employer match about $720,585 at 4% or $480,390 at 6%; with 100% employer match about $540,439 at 4% or $360,293 at 6%. |
| Howell Financial Services Inc. 401(K) Plan | - | 10 | $1,034,127 | $117,200 | $11,720iApproximate average salary by contribution assumption: employee only about $293,000 at 4% or $195,333 at 6%; with 50% employer match about $195,333 at 4% or $130,222 at 6%; with 100% employer match about $146,500 at 4% or $97,667 at 6%. |
| HOWELL FINANCIAL SERVICES, INC. CASH BALANCE PENSION PLAN AND TRUST | - | 9 | $795,665 | $315,151 | $35,017iApproximate average salary by contribution assumption: employee only about $875,419 at 4% or $583,613 at 6%; with 50% employer match about $583,613 at 4% or $389,075 at 6%; with 100% employer match about $437,710 at 4% or $291,806 at 6%. |
| 2012 | 2 | 9 | $1,241,623 | $427,304 | $47,478iApproximate average salary by contribution assumption: employee only about $1,186,956 at 4% or $791,304 at 6%; with 50% employer match about $791,304 at 4% or $527,536 at 6%; with 100% employer match about $593,478 at 4% or $395,652 at 6%. |
| Howell Financial Services Inc. 401(K) Plan | - | 9 | $773,055 | $112,084 | $12,454iApproximate average salary by contribution assumption: employee only about $311,344 at 4% or $207,563 at 6%; with 50% employer match about $207,563 at 4% or $138,375 at 6%; with 100% employer match about $155,672 at 4% or $103,781 at 6%. |
| HOWELL FINANCIAL SERVICES, INC. CASH BALANCE PENSION PLAN AND TRUST | - | 9 | $468,568 | $315,220 | $35,024iApproximate average salary by contribution assumption: employee only about $875,611 at 4% or $583,741 at 6%; with 50% employer match about $583,741 at 4% or $389,160 at 6%; with 100% employer match about $437,806 at 4% or $291,870 at 6%. |
| 2011 | 2 | 9 | $767,809 | $291,148 | $32,350iApproximate average salary by contribution assumption: employee only about $808,744 at 4% or $539,163 at 6%; with 50% employer match about $539,163 at 4% or $359,442 at 6%; with 100% employer match about $404,372 at 4% or $269,581 at 6%. |
| Howell Financial Services Inc. 401(K) Plan | - | 9 | $590,342 | $113,681 | $12,631iApproximate average salary by contribution assumption: employee only about $315,781 at 4% or $210,520 at 6%; with 50% employer match about $210,520 at 4% or $140,347 at 6%; with 100% employer match about $157,890 at 4% or $105,260 at 6%. |
| HOWELL FINANCIAL SERVICES, INC. CASH BALANCE PENSION PLAN AND TRUST | - | 9 | $177,467 | $177,467 | $19,719iApproximate average salary by contribution assumption: employee only about $492,964 at 4% or $328,643 at 6%; with 50% employer match about $328,643 at 4% or $219,095 at 6%; with 100% employer match about $246,482 at 4% or $164,321 at 6%. |
| 2010 | 1 | 8 | $489,321 | $95,796 | $11,975iApproximate average salary by contribution assumption: employee only about $299,363 at 4% or $199,575 at 6%; with 50% employer match about $199,575 at 4% or $133,050 at 6%; with 100% employer match about $149,681 at 4% or $99,788 at 6%. |
| Howell Financial Services Inc. 401(K) Plan | - | 8 | $489,321 | $95,796 | $11,975iApproximate average salary by contribution assumption: employee only about $299,363 at 4% or $199,575 at 6%; with 50% employer match about $199,575 at 4% or $133,050 at 6%; with 100% employer match about $149,681 at 4% or $99,788 at 6%. |
| 2009 | 1 | 8 | $345,306 | $119,399 | $14,925iApproximate average salary by contribution assumption: employee only about $373,122 at 4% or $248,748 at 6%; with 50% employer match about $248,748 at 4% or $165,832 at 6%; with 100% employer match about $186,561 at 4% or $124,374 at 6%. |
| Howell Financial Services Inc. 401(K) Plan | - | 8 | $345,306 | $119,399 | $14,925iApproximate average salary by contribution assumption: employee only about $373,122 at 4% or $248,748 at 6%; with 50% employer match about $248,748 at 4% or $165,832 at 6%; with 100% employer match about $186,561 at 4% or $124,374 at 6%. |
| 2008 | 1 | 7 | $155,334 | $87,769 | $12,538iApproximate average salary by contribution assumption: employee only about $313,461 at 4% or $208,974 at 6%; with 50% employer match about $208,974 at 4% or $139,316 at 6%; with 100% employer match about $156,730 at 4% or $104,487 at 6%. |
| Howell Financial Services Inc. 401(K) Plan | - | 7 | $155,334 | $87,769 | $12,538iApproximate average salary by contribution assumption: employee only about $313,461 at 4% or $208,974 at 6%; with 50% employer match about $208,974 at 4% or $139,316 at 6%; with 100% employer match about $156,730 at 4% or $104,487 at 6%. |
| 2007 | 1 | 7 | $131,220 | $76,068 | $10,867iApproximate average salary by contribution assumption: employee only about $271,671 at 4% or $181,114 at 6%; with 50% employer match about $181,114 at 4% or $120,743 at 6%; with 100% employer match about $135,836 at 4% or $90,557 at 6%. |
| Howell Financial Services Inc. 401(K) Plan | - | 7 | $131,220 | $76,068 | $10,867iApproximate average salary by contribution assumption: employee only about $271,671 at 4% or $181,114 at 6%; with 50% employer match about $181,114 at 4% or $120,743 at 6%; with 100% employer match about $135,836 at 4% or $90,557 at 6%. |
| 2006 | 1 | 6 | $50,266 | $47,589 | $7,932iApproximate average salary by contribution assumption: employee only about $198,288 at 4% or $132,192 at 6%; with 50% employer match about $132,192 at 4% or $88,128 at 6%; with 100% employer match about $99,144 at 4% or $66,096 at 6%. |
| Howell Financial Services Inc. 401(K) Plan | - | 6 | $50,266 | $47,589 | $7,932iApproximate average salary by contribution assumption: employee only about $198,288 at 4% or $132,192 at 6%; with 50% employer match about $132,192 at 4% or $88,128 at 6%; with 100% employer match about $99,144 at 4% or $66,096 at 6%. |