Howard Financial Management LLC
Plan context: Howard 401K Trust
EIN 42-1596970 • Madison, CT • 5 filings • 1 plans
Current Snapshot
Latest Year
2018
2018 Participants
1
2018 Assets
$805,361
2018 Contributions
$55,000
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 1 | $805,361 | $55,000 | $55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%. |
| Howard 401K Trust | - | 1 | $805,361 | $55,000 | $55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%. |
| 2017 | 1 | 2 | $829,114 | $56,905 | $28,453iApproximate average salary by contribution assumption: employee only about $711,313 at 4% or $474,208 at 6%; with 50% employer match about $474,208 at 4% or $316,139 at 6%; with 100% employer match about $355,656 at 4% or $237,104 at 6%. |
| Howard 401K Trust | - | 2 | $829,114 | $56,905 | $28,453iApproximate average salary by contribution assumption: employee only about $711,313 at 4% or $474,208 at 6%; with 50% employer match about $474,208 at 4% or $316,139 at 6%; with 100% employer match about $355,656 at 4% or $237,104 at 6%. |
| 2015 | 1 | 2 | $528,895 | $55,554 | $27,777iApproximate average salary by contribution assumption: employee only about $694,425 at 4% or $462,950 at 6%; with 50% employer match about $462,950 at 4% or $308,633 at 6%; with 100% employer match about $347,213 at 4% or $231,475 at 6%. |
| Howard 401K Trust | - | 2 | $528,895 | $55,554 | $27,777iApproximate average salary by contribution assumption: employee only about $694,425 at 4% or $462,950 at 6%; with 50% employer match about $462,950 at 4% or $308,633 at 6%; with 100% employer match about $347,213 at 4% or $231,475 at 6%. |
| 2014 | 1 | 2 | $481,939 | $399,618 | $199,809iApproximate average salary by contribution assumption: employee only about $4,995,225 at 4% or $3,330,150 at 6%; with 50% employer match about $3,330,150 at 4% or $2,220,100 at 6%; with 100% employer match about $2,497,613 at 4% or $1,665,075 at 6%. |
| Howard 401K Trust | - | 2 | $481,939 | $399,618 | $199,809iApproximate average salary by contribution assumption: employee only about $4,995,225 at 4% or $3,330,150 at 6%; with 50% employer match about $3,330,150 at 4% or $2,220,100 at 6%; with 100% employer match about $2,497,613 at 4% or $1,665,075 at 6%. |
| 2013 | 1 | 2 | $53,086 | $53,085 | $26,543iApproximate average salary by contribution assumption: employee only about $663,563 at 4% or $442,375 at 6%; with 50% employer match about $442,375 at 4% or $294,917 at 6%; with 100% employer match about $331,781 at 4% or $221,188 at 6%. |
| Howard 401K Trust | - | 2 | $53,086 | $53,085 | $26,543iApproximate average salary by contribution assumption: employee only about $663,563 at 4% or $442,375 at 6%; with 50% employer match about $442,375 at 4% or $294,917 at 6%; with 100% employer match about $331,781 at 4% or $221,188 at 6%. |