Homrich Inc.
Plan context: Homrich Inc. 401K Plan
EIN 38-2146255 • Carleton, MI • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
16
2024 Assets
$2,967,496
2024 Contributions
$153,104
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 16 | $2,967,496 | $153,104 | $9,569iApproximate average salary by contribution assumption: employee only about $239,225 at 4% or $159,483 at 6%; with 50% employer match about $159,483 at 4% or $106,322 at 6%; with 100% employer match about $119,613 at 4% or $79,742 at 6%. |
| Homrich Inc. 401K Plan | - | 16 | $2,967,496 | $153,104 | $9,569iApproximate average salary by contribution assumption: employee only about $239,225 at 4% or $159,483 at 6%; with 50% employer match about $159,483 at 4% or $106,322 at 6%; with 100% employer match about $119,613 at 4% or $79,742 at 6%. |
| 2023 | 1 | 18 | $2,355,001 | $152,953 | $8,497iApproximate average salary by contribution assumption: employee only about $212,435 at 4% or $141,623 at 6%; with 50% employer match about $141,623 at 4% or $94,415 at 6%; with 100% employer match about $106,217 at 4% or $70,812 at 6%. |
| Homrich Inc. 401K Plan | - | 18 | $2,355,001 | $152,953 | $8,497iApproximate average salary by contribution assumption: employee only about $212,435 at 4% or $141,623 at 6%; with 50% employer match about $141,623 at 4% or $94,415 at 6%; with 100% employer match about $106,217 at 4% or $70,812 at 6%. |
| 2022 | 1 | 23 | $2,043,610 | $171,167 | $7,442iApproximate average salary by contribution assumption: employee only about $186,051 at 4% or $124,034 at 6%; with 50% employer match about $124,034 at 4% or $82,689 at 6%; with 100% employer match about $93,026 at 4% or $62,017 at 6%. |
| Homrich Inc. 401K Plan | - | 23 | $2,043,610 | $171,167 | $7,442iApproximate average salary by contribution assumption: employee only about $186,051 at 4% or $124,034 at 6%; with 50% employer match about $124,034 at 4% or $82,689 at 6%; with 100% employer match about $93,026 at 4% or $62,017 at 6%. |
| 2021 | 1 | 25 | $4,165,949 | $166,195 | $6,648iApproximate average salary by contribution assumption: employee only about $166,195 at 4% or $110,797 at 6%; with 50% employer match about $110,797 at 4% or $73,864 at 6%; with 100% employer match about $83,098 at 4% or $55,398 at 6%. |
| Homrich Inc. 401K Plan | - | 25 | $4,165,949 | $166,195 | $6,648iApproximate average salary by contribution assumption: employee only about $166,195 at 4% or $110,797 at 6%; with 50% employer match about $110,797 at 4% or $73,864 at 6%; with 100% employer match about $83,098 at 4% or $55,398 at 6%. |
| 2020 | 1 | 26 | $4,671,686 | $301,534 | $11,597iApproximate average salary by contribution assumption: employee only about $289,937 at 4% or $193,291 at 6%; with 50% employer match about $193,291 at 4% or $128,861 at 6%; with 100% employer match about $144,968 at 4% or $96,646 at 6%. |
| Homrich Inc. 401K Plan | - | 26 | $4,671,686 | $301,534 | $11,597iApproximate average salary by contribution assumption: employee only about $289,937 at 4% or $193,291 at 6%; with 50% employer match about $193,291 at 4% or $128,861 at 6%; with 100% employer match about $144,968 at 4% or $96,646 at 6%. |
| 2019 | 1 | 22 | $3,259,382 | $150,426 | $6,838iApproximate average salary by contribution assumption: employee only about $170,939 at 4% or $113,959 at 6%; with 50% employer match about $113,959 at 4% or $75,973 at 6%; with 100% employer match about $85,469 at 4% or $56,980 at 6%. |
| Homrich Inc. 401K Plan | - | 22 | $3,259,382 | $150,426 | $6,838iApproximate average salary by contribution assumption: employee only about $170,939 at 4% or $113,959 at 6%; with 50% employer match about $113,959 at 4% or $75,973 at 6%; with 100% employer match about $85,469 at 4% or $56,980 at 6%. |
| 2018 | 1 | 23 | $2,521,117 | $149,531 | $6,501iApproximate average salary by contribution assumption: employee only about $162,534 at 4% or $108,356 at 6%; with 50% employer match about $108,356 at 4% or $72,237 at 6%; with 100% employer match about $81,267 at 4% or $54,178 at 6%. |
| Homrich Inc. 401K Plan | - | 23 | $2,521,117 | $149,531 | $6,501iApproximate average salary by contribution assumption: employee only about $162,534 at 4% or $108,356 at 6%; with 50% employer match about $108,356 at 4% or $72,237 at 6%; with 100% employer match about $81,267 at 4% or $54,178 at 6%. |
| 2017 | 1 | 21 | $3,403,979 | $140,052 | $6,669iApproximate average salary by contribution assumption: employee only about $166,729 at 4% or $111,152 at 6%; with 50% employer match about $111,152 at 4% or $74,102 at 6%; with 100% employer match about $83,364 at 4% or $55,576 at 6%. |
| Homrich Inc. 401K Plan | - | 21 | $3,403,979 | $140,052 | $6,669iApproximate average salary by contribution assumption: employee only about $166,729 at 4% or $111,152 at 6%; with 50% employer match about $111,152 at 4% or $74,102 at 6%; with 100% employer match about $83,364 at 4% or $55,576 at 6%. |
| 2016 | 1 | 32 | $2,745,712 | $126,439 | $3,951iApproximate average salary by contribution assumption: employee only about $98,780 at 4% or $65,854 at 6%; with 50% employer match about $65,854 at 4% or $43,902 at 6%; with 100% employer match about $49,390 at 4% or $32,927 at 6%. |
| Homrich Inc. 401K Plan | - | 32 | $2,745,712 | $126,439 | $3,951iApproximate average salary by contribution assumption: employee only about $98,780 at 4% or $65,854 at 6%; with 50% employer match about $65,854 at 4% or $43,902 at 6%; with 100% employer match about $49,390 at 4% or $32,927 at 6%. |
| 2015 | 1 | 24 | $2,825,115 | $140,872 | $5,870iApproximate average salary by contribution assumption: employee only about $146,742 at 4% or $97,828 at 6%; with 50% employer match about $97,828 at 4% or $65,219 at 6%; with 100% employer match about $73,371 at 4% or $48,914 at 6%. |
| Homrich Inc. 401K Plan | - | 24 | $2,825,115 | $140,872 | $5,870iApproximate average salary by contribution assumption: employee only about $146,742 at 4% or $97,828 at 6%; with 50% employer match about $97,828 at 4% or $65,219 at 6%; with 100% employer match about $73,371 at 4% or $48,914 at 6%. |
| 2014 | 1 | 23 | $2,643,122 | $152,229 | $6,619iApproximate average salary by contribution assumption: employee only about $165,466 at 4% or $110,311 at 6%; with 50% employer match about $110,311 at 4% or $73,541 at 6%; with 100% employer match about $82,733 at 4% or $55,155 at 6%. |
| Homrich Inc. 401K Plan | - | 23 | $2,643,122 | $152,229 | $6,619iApproximate average salary by contribution assumption: employee only about $165,466 at 4% or $110,311 at 6%; with 50% employer match about $110,311 at 4% or $73,541 at 6%; with 100% employer match about $82,733 at 4% or $55,155 at 6%. |
| 2013 | 1 | 26 | $2,659,599 | $151,880 | $5,842iApproximate average salary by contribution assumption: employee only about $146,038 at 4% or $97,359 at 6%; with 50% employer match about $97,359 at 4% or $64,906 at 6%; with 100% employer match about $73,019 at 4% or $48,679 at 6%. |
| Homrich Inc. 401K Plan | - | 26 | $2,659,599 | $151,880 | $5,842iApproximate average salary by contribution assumption: employee only about $146,038 at 4% or $97,359 at 6%; with 50% employer match about $97,359 at 4% or $64,906 at 6%; with 100% employer match about $73,019 at 4% or $48,679 at 6%. |
| 2012 | 1 | 32 | $1,911,810 | $134,014 | $4,188iApproximate average salary by contribution assumption: employee only about $104,698 at 4% or $69,799 at 6%; with 50% employer match about $69,799 at 4% or $46,533 at 6%; with 100% employer match about $52,349 at 4% or $34,899 at 6%. |
| Homrich Inc. 401K Plan | - | 32 | $1,911,810 | $134,014 | $4,188iApproximate average salary by contribution assumption: employee only about $104,698 at 4% or $69,799 at 6%; with 50% employer match about $69,799 at 4% or $46,533 at 6%; with 100% employer match about $52,349 at 4% or $34,899 at 6%. |
| 2011 | 1 | 26 | $1,572,228 | $89,755 | $3,452iApproximate average salary by contribution assumption: employee only about $86,303 at 4% or $57,535 at 6%; with 50% employer match about $57,535 at 4% or $38,357 at 6%; with 100% employer match about $43,151 at 4% or $28,768 at 6%. |
| Homrich Inc. 401K Plan | - | 26 | $1,572,228 | $89,755 | $3,452iApproximate average salary by contribution assumption: employee only about $86,303 at 4% or $57,535 at 6%; with 50% employer match about $57,535 at 4% or $38,357 at 6%; with 100% employer match about $43,151 at 4% or $28,768 at 6%. |
| 2010 | 1 | 33 | $1,708,476 | $70,103 | $2,124iApproximate average salary by contribution assumption: employee only about $53,108 at 4% or $35,406 at 6%; with 50% employer match about $35,406 at 4% or $23,604 at 6%; with 100% employer match about $26,554 at 4% or $17,703 at 6%. |
| Homrich Inc. 401K Plan | - | 33 | $1,708,476 | $70,103 | $2,124iApproximate average salary by contribution assumption: employee only about $53,108 at 4% or $35,406 at 6%; with 50% employer match about $35,406 at 4% or $23,604 at 6%; with 100% employer match about $26,554 at 4% or $17,703 at 6%. |
| 2009 | 1 | 37 | $1,649,004 | $146,716 | $3,965iApproximate average salary by contribution assumption: employee only about $99,132 at 4% or $66,088 at 6%; with 50% employer match about $66,088 at 4% or $44,059 at 6%; with 100% employer match about $49,566 at 4% or $33,044 at 6%. |
| Homrich Inc. 401K Plan | - | 37 | $1,649,004 | $146,716 | $3,965iApproximate average salary by contribution assumption: employee only about $99,132 at 4% or $66,088 at 6%; with 50% employer match about $66,088 at 4% or $44,059 at 6%; with 100% employer match about $49,566 at 4% or $33,044 at 6%. |
| 2008 | 1 | 41 | $1,172,183 | $215,204 | $5,249iApproximate average salary by contribution assumption: employee only about $131,222 at 4% or $87,481 at 6%; with 50% employer match about $87,481 at 4% or $58,321 at 6%; with 100% employer match about $65,611 at 4% or $43,741 at 6%. |
| Homrich Inc. 401K Plan | - | 41 | $1,172,183 | $215,204 | $5,249iApproximate average salary by contribution assumption: employee only about $131,222 at 4% or $87,481 at 6%; with 50% employer match about $87,481 at 4% or $58,321 at 6%; with 100% employer match about $65,611 at 4% or $43,741 at 6%. |
| 2007 | 1 | 0 | $1,825,241 | $217,970 | - |
| Homrich Inc. 401K Plan | - | 0 | $1,825,241 | $217,970 | - |
| 2006 | 1 | 39 | $1,516,376 | $211,464 | $5,422iApproximate average salary by contribution assumption: employee only about $135,554 at 4% or $90,369 at 6%; with 50% employer match about $90,369 at 4% or $60,246 at 6%; with 100% employer match about $67,777 at 4% or $45,185 at 6%. |
| Homrich Inc. 401K Plan | - | 39 | $1,516,376 | $211,464 | $5,422iApproximate average salary by contribution assumption: employee only about $135,554 at 4% or $90,369 at 6%; with 50% employer match about $90,369 at 4% or $60,246 at 6%; with 100% employer match about $67,777 at 4% or $45,185 at 6%. |
| 2005 | 1 | 33 | $1,302,589 | $165,793 | $5,024iApproximate average salary by contribution assumption: employee only about $125,601 at 4% or $83,734 at 6%; with 50% employer match about $83,734 at 4% or $55,823 at 6%; with 100% employer match about $62,800 at 4% or $41,867 at 6%. |
| Homrich Inc. 401K Plan | - | 33 | $1,302,589 | $165,793 | $5,024iApproximate average salary by contribution assumption: employee only about $125,601 at 4% or $83,734 at 6%; with 50% employer match about $83,734 at 4% or $55,823 at 6%; with 100% employer match about $62,800 at 4% or $41,867 at 6%. |
| 2004 | 1 | 30 | $1,052,559 | $138,125 | $4,604iApproximate average salary by contribution assumption: employee only about $115,104 at 4% or $76,736 at 6%; with 50% employer match about $76,736 at 4% or $51,157 at 6%; with 100% employer match about $57,552 at 4% or $38,368 at 6%. |
| Homrich Inc. 401K Plan | - | 30 | $1,052,559 | $138,125 | $4,604iApproximate average salary by contribution assumption: employee only about $115,104 at 4% or $76,736 at 6%; with 50% employer match about $76,736 at 4% or $51,157 at 6%; with 100% employer match about $57,552 at 4% or $38,368 at 6%. |
| 2003 | 1 | 30 | $851,492 | $134,904 | $4,497iApproximate average salary by contribution assumption: employee only about $112,420 at 4% or $74,947 at 6%; with 50% employer match about $74,947 at 4% or $49,964 at 6%; with 100% employer match about $56,210 at 4% or $37,473 at 6%. |
| Homrich Inc. 401K Plan | - | 30 | $851,492 | $134,904 | $4,497iApproximate average salary by contribution assumption: employee only about $112,420 at 4% or $74,947 at 6%; with 50% employer match about $74,947 at 4% or $49,964 at 6%; with 100% employer match about $56,210 at 4% or $37,473 at 6%. |
| 2002 | 1 | 49 | $630,720 | $172,882 | $3,528iApproximate average salary by contribution assumption: employee only about $88,205 at 4% or $58,803 at 6%; with 50% employer match about $58,803 at 4% or $39,202 at 6%; with 100% employer match about $44,103 at 4% or $29,402 at 6%. |
| Homrich Inc. 401K Plan | - | 49 | $630,720 | $172,882 | $3,528iApproximate average salary by contribution assumption: employee only about $88,205 at 4% or $58,803 at 6%; with 50% employer match about $58,803 at 4% or $39,202 at 6%; with 100% employer match about $44,103 at 4% or $29,402 at 6%. |
| 2001 | 1 | 182 | $705,402 | $178,765 | $982iApproximate average salary by contribution assumption: employee only about $24,556 at 4% or $16,370 at 6%; with 50% employer match about $16,370 at 4% or $10,914 at 6%; with 100% employer match about $12,278 at 4% or $8,185 at 6%. |
| Homrich Inc. 401K Plan | - | 182 | $705,402 | $178,765 | $982iApproximate average salary by contribution assumption: employee only about $24,556 at 4% or $16,370 at 6%; with 50% employer match about $16,370 at 4% or $10,914 at 6%; with 100% employer match about $12,278 at 4% or $8,185 at 6%. |
| 2000 | 1 | 48 | $752,975 | $160,743 | $3,349iApproximate average salary by contribution assumption: employee only about $83,720 at 4% or $55,814 at 6%; with 50% employer match about $55,814 at 4% or $37,209 at 6%; with 100% employer match about $41,860 at 4% or $27,907 at 6%. |
| Homrich Inc. 401K Plan | - | 48 | $752,975 | $160,743 | $3,349iApproximate average salary by contribution assumption: employee only about $83,720 at 4% or $55,814 at 6%; with 50% employer match about $55,814 at 4% or $37,209 at 6%; with 100% employer match about $41,860 at 4% or $27,907 at 6%. |
| 1999 | 1 | 38 | $806,973 | $163,969 | $4,315iApproximate average salary by contribution assumption: employee only about $107,874 at 4% or $71,916 at 6%; with 50% employer match about $71,916 at 4% or $47,944 at 6%; with 100% employer match about $53,937 at 4% or $35,958 at 6%. |
| Homrich Inc. 401K Plan | - | 38 | $806,973 | $163,969 | $4,315iApproximate average salary by contribution assumption: employee only about $107,874 at 4% or $71,916 at 6%; with 50% employer match about $71,916 at 4% or $47,944 at 6%; with 100% employer match about $53,937 at 4% or $35,958 at 6%. |