Civic Intelligence

Timothy G. Herbert Financial Group LLC

Plan context: Timothy G. Herbert Financial Group LLC 401K Profit Sharing Plan

EIN 38-3509175 • Auburn Hills, MI • 13 filings • 1 plans

2701 Cambridge Ct., No 525Auburn Hills, MI 48326
Current Snapshot

Latest Year

2015

2015 Participants

9

2015 Assets

$676,367

2015 Contributions

$49,643

Historical Graphs

Total Assets Over Time

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

$676,367$338,184$0200320092015YearValue
$676,367Latest year 2015

Participants Over Time

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

1160200320092015YearValue
9Latest year 2015

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
201519$676,367$49,643$5,516iApproximate average salary by contribution assumption: employee only about $137,897 at 4% or $91,931 at 6%; with 50% employer match about $91,931 at 4% or $61,288 at 6%; with 100% employer match about $68,949 at 4% or $45,966 at 6%.
Timothy G. Herbert Financial Group LLC 401K Profit Sharing Plan-9$676,367$49,643$5,516iApproximate average salary by contribution assumption: employee only about $137,897 at 4% or $91,931 at 6%; with 50% employer match about $91,931 at 4% or $61,288 at 6%; with 100% employer match about $68,949 at 4% or $45,966 at 6%.
201418$641,011$40,387$5,048iApproximate average salary by contribution assumption: employee only about $126,209 at 4% or $84,140 at 6%; with 50% employer match about $84,140 at 4% or $56,093 at 6%; with 100% employer match about $63,105 at 4% or $42,070 at 6%.
Timothy G. Herbert Financial Group LLC 401K Profit Sharing Plan-8$641,011$40,387$5,048iApproximate average salary by contribution assumption: employee only about $126,209 at 4% or $84,140 at 6%; with 50% employer match about $84,140 at 4% or $56,093 at 6%; with 100% employer match about $63,105 at 4% or $42,070 at 6%.
2013111$586,362$36,052$3,277iApproximate average salary by contribution assumption: employee only about $81,936 at 4% or $54,624 at 6%; with 50% employer match about $54,624 at 4% or $36,416 at 6%; with 100% employer match about $40,968 at 4% or $27,312 at 6%.
Timothy G. Herbert Financial Group LLC 401K Profit Sharing Plan-11$586,362$36,052$3,277iApproximate average salary by contribution assumption: employee only about $81,936 at 4% or $54,624 at 6%; with 50% employer match about $54,624 at 4% or $36,416 at 6%; with 100% employer match about $40,968 at 4% or $27,312 at 6%.
201219$470,466$33,216$3,691iApproximate average salary by contribution assumption: employee only about $92,267 at 4% or $61,511 at 6%; with 50% employer match about $61,511 at 4% or $41,007 at 6%; with 100% employer match about $46,133 at 4% or $30,756 at 6%.
Timothy G. Herbert Financial Group LLC 401K Profit Sharing Plan-9$470,466$33,216$3,691iApproximate average salary by contribution assumption: employee only about $92,267 at 4% or $61,511 at 6%; with 50% employer match about $61,511 at 4% or $41,007 at 6%; with 100% employer match about $46,133 at 4% or $30,756 at 6%.
201116$397,897$34,932$5,822iApproximate average salary by contribution assumption: employee only about $145,550 at 4% or $97,033 at 6%; with 50% employer match about $97,033 at 4% or $64,689 at 6%; with 100% employer match about $72,775 at 4% or $48,517 at 6%.
Timothy G. Herbert Financial Group LLC 401K Profit Sharing Plan-6$397,897$34,932$5,822iApproximate average salary by contribution assumption: employee only about $145,550 at 4% or $97,033 at 6%; with 50% employer match about $97,033 at 4% or $64,689 at 6%; with 100% employer match about $72,775 at 4% or $48,517 at 6%.
201017$397,906$29,272$4,182iApproximate average salary by contribution assumption: employee only about $104,543 at 4% or $69,695 at 6%; with 50% employer match about $69,695 at 4% or $46,463 at 6%; with 100% employer match about $52,271 at 4% or $34,848 at 6%.
Timothy G. Herbert Financial Group LLC 401K Profit Sharing Plan-7$397,906$29,272$4,182iApproximate average salary by contribution assumption: employee only about $104,543 at 4% or $69,695 at 6%; with 50% employer match about $69,695 at 4% or $46,463 at 6%; with 100% employer match about $52,271 at 4% or $34,848 at 6%.
200917$337,345$55,127$7,875iApproximate average salary by contribution assumption: employee only about $196,882 at 4% or $131,255 at 6%; with 50% employer match about $131,255 at 4% or $87,503 at 6%; with 100% employer match about $98,441 at 4% or $65,627 at 6%.
Timothy G. Herbert Financial Group LLC 401K Profit Sharing Plan-7$337,345$55,127$7,875iApproximate average salary by contribution assumption: employee only about $196,882 at 4% or $131,255 at 6%; with 50% employer match about $131,255 at 4% or $87,503 at 6%; with 100% employer match about $98,441 at 4% or $65,627 at 6%.
200813$217,497$44,909$14,970iApproximate average salary by contribution assumption: employee only about $374,242 at 4% or $249,494 at 6%; with 50% employer match about $249,494 at 4% or $166,330 at 6%; with 100% employer match about $187,121 at 4% or $124,747 at 6%.
Timothy G. Herbert Financial Group LLC 401K Profit Sharing Plan-3$217,497$44,909$14,970iApproximate average salary by contribution assumption: employee only about $374,242 at 4% or $249,494 at 6%; with 50% employer match about $249,494 at 4% or $166,330 at 6%; with 100% employer match about $187,121 at 4% or $124,747 at 6%.
200714$287,649$51,025$12,756iApproximate average salary by contribution assumption: employee only about $318,906 at 4% or $212,604 at 6%; with 50% employer match about $212,604 at 4% or $141,736 at 6%; with 100% employer match about $159,453 at 4% or $106,302 at 6%.
Timothy G. Herbert Financial Group LLC 401K Profit Sharing Plan-4$287,649$51,025$12,756iApproximate average salary by contribution assumption: employee only about $318,906 at 4% or $212,604 at 6%; with 50% employer match about $212,604 at 4% or $141,736 at 6%; with 100% employer match about $159,453 at 4% or $106,302 at 6%.
200615$214,908$47,931$9,586iApproximate average salary by contribution assumption: employee only about $239,655 at 4% or $159,770 at 6%; with 50% employer match about $159,770 at 4% or $106,513 at 6%; with 100% employer match about $119,828 at 4% or $79,885 at 6%.
Timothy G. Herbert Financial Group LLC 401K Profit Sharing Plan-5$214,908$47,931$9,586iApproximate average salary by contribution assumption: employee only about $239,655 at 4% or $159,770 at 6%; with 50% employer match about $159,770 at 4% or $106,513 at 6%; with 100% employer match about $119,828 at 4% or $79,885 at 6%.
200512$153,429$46,396$23,198iApproximate average salary by contribution assumption: employee only about $579,950 at 4% or $386,633 at 6%; with 50% employer match about $386,633 at 4% or $257,756 at 6%; with 100% employer match about $289,975 at 4% or $193,317 at 6%.
Timothy G. Herbert Financial Group LLC 401K Profit Sharing Plan-2$153,429$46,396$23,198iApproximate average salary by contribution assumption: employee only about $579,950 at 4% or $386,633 at 6%; with 50% employer match about $386,633 at 4% or $257,756 at 6%; with 100% employer match about $289,975 at 4% or $193,317 at 6%.
200412$94,108$47,732$23,866iApproximate average salary by contribution assumption: employee only about $596,650 at 4% or $397,767 at 6%; with 50% employer match about $397,767 at 4% or $265,178 at 6%; with 100% employer match about $298,325 at 4% or $198,883 at 6%.
Timothy G. Herbert Financial Group LLC 401K Profit Sharing Plan-2$94,108$47,732$23,866iApproximate average salary by contribution assumption: employee only about $596,650 at 4% or $397,767 at 6%; with 50% employer match about $397,767 at 4% or $265,178 at 6%; with 100% employer match about $298,325 at 4% or $198,883 at 6%.
200313$38,204$32,303$10,768iApproximate average salary by contribution assumption: employee only about $269,192 at 4% or $179,461 at 6%; with 50% employer match about $179,461 at 4% or $119,641 at 6%; with 100% employer match about $134,596 at 4% or $89,731 at 6%.
Timothy G. Herbert Financial Group LLC 401K Profit Sharing Plan-3$38,204$32,303$10,768iApproximate average salary by contribution assumption: employee only about $269,192 at 4% or $179,461 at 6%; with 50% employer match about $179,461 at 4% or $119,641 at 6%; with 100% employer match about $134,596 at 4% or $89,731 at 6%.