Civic Intelligence

Herbert Financial Group LLC

Plan context: Herbert Financial Group LLC 401(K) Profit Sharing Plan

EIN 47-5207058 • Auburn Hills, MI • 9 filings • 2 plans

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

Latest Year

2024

2024 Participants

17

2024 Assets

$2,767,829

2024 Contributions

$212,741

Historical Graphs

Total Assets Over Time

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

$2,767,829$1,383,915$0201620202024YearValue
$2,767,829Latest year 2024

Participants Over Time

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

1790201620202024YearValue
17Latest 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
2024117$2,767,829$212,741$12,514iApproximate average salary by contribution assumption: employee only about $312,854 at 4% or $208,570 at 6%; with 50% employer match about $208,570 at 4% or $139,046 at 6%; with 100% employer match about $156,427 at 4% or $104,285 at 6%.
Herbert Financial Group LLC 401(K) Profit Sharing Plan-17$2,767,829$212,741$12,514iApproximate average salary by contribution assumption: employee only about $312,854 at 4% or $208,570 at 6%; with 50% employer match about $208,570 at 4% or $139,046 at 6%; with 100% employer match about $156,427 at 4% or $104,285 at 6%.
2023114$2,152,670$175,410$12,529iApproximate average salary by contribution assumption: employee only about $313,232 at 4% or $208,821 at 6%; with 50% employer match about $208,821 at 4% or $139,214 at 6%; with 100% employer match about $156,616 at 4% or $104,411 at 6%.
Herbert Financial Group LLC 401(K) Profit Sharing Plan-14$2,152,670$175,410$12,529iApproximate average salary by contribution assumption: employee only about $313,232 at 4% or $208,821 at 6%; with 50% employer match about $208,821 at 4% or $139,214 at 6%; with 100% employer match about $156,616 at 4% or $104,411 at 6%.
2022112$1,712,074$148,626$12,386iApproximate average salary by contribution assumption: employee only about $309,638 at 4% or $206,425 at 6%; with 50% employer match about $206,425 at 4% or $137,617 at 6%; with 100% employer match about $154,819 at 4% or $103,213 at 6%.
Herbert Financial Group LLC 401(K) Profit Sharing Plan-12$1,712,074$148,626$12,386iApproximate average salary by contribution assumption: employee only about $309,638 at 4% or $206,425 at 6%; with 50% employer match about $206,425 at 4% or $137,617 at 6%; with 100% employer match about $154,819 at 4% or $103,213 at 6%.
2021110$1,877,779$134,120$13,412iApproximate average salary by contribution assumption: employee only about $335,300 at 4% or $223,533 at 6%; with 50% employer match about $223,533 at 4% or $149,022 at 6%; with 100% employer match about $167,650 at 4% or $111,767 at 6%.
Herbert Financial Group LLC 401(K) Profit Sharing Plan-10$1,877,779$134,120$13,412iApproximate average salary by contribution assumption: employee only about $335,300 at 4% or $223,533 at 6%; with 50% employer match about $223,533 at 4% or $149,022 at 6%; with 100% employer match about $167,650 at 4% or $111,767 at 6%.
2020111$1,608,853$117,419$10,674iApproximate average salary by contribution assumption: employee only about $266,861 at 4% or $177,908 at 6%; with 50% employer match about $177,908 at 4% or $118,605 at 6%; with 100% employer match about $133,431 at 4% or $88,954 at 6%.
Herbert Financial Group LLC 401(K) Profit Sharing Plan-11$1,608,853$117,419$10,674iApproximate average salary by contribution assumption: employee only about $266,861 at 4% or $177,908 at 6%; with 50% employer match about $177,908 at 4% or $118,605 at 6%; with 100% employer match about $133,431 at 4% or $88,954 at 6%.
201919$1,248,178$98,999$11,000iApproximate average salary by contribution assumption: employee only about $274,997 at 4% or $183,331 at 6%; with 50% employer match about $183,331 at 4% or $122,221 at 6%; with 100% employer match about $137,499 at 4% or $91,666 at 6%.
Herbert Financial Group LLC 401(K) Profit Sharing Plan-9$1,248,178$98,999$11,000iApproximate average salary by contribution assumption: employee only about $274,997 at 4% or $183,331 at 6%; with 50% employer match about $183,331 at 4% or $122,221 at 6%; with 100% employer match about $137,499 at 4% or $91,666 at 6%.
2018110$945,960$80,848$8,085iApproximate average salary by contribution assumption: employee only about $202,120 at 4% or $134,747 at 6%; with 50% employer match about $134,747 at 4% or $89,831 at 6%; with 100% employer match about $101,060 at 4% or $67,373 at 6%.
Herbert Financial Group LLC 401(K) Profit Sharing Plan-10$945,960$80,848$8,085iApproximate average salary by contribution assumption: employee only about $202,120 at 4% or $134,747 at 6%; with 50% employer match about $134,747 at 4% or $89,831 at 6%; with 100% employer match about $101,060 at 4% or $67,373 at 6%.
2017112$932,392$69,698$5,808iApproximate average salary by contribution assumption: employee only about $145,204 at 4% or $96,803 at 6%; with 50% employer match about $96,803 at 4% or $64,535 at 6%; with 100% employer match about $72,602 at 4% or $48,401 at 6%.
Herbert Financial Group LLC 401(K) Profit Sharing Plan-12$932,392$69,698$5,808iApproximate average salary by contribution assumption: employee only about $145,204 at 4% or $96,803 at 6%; with 50% employer match about $96,803 at 4% or $64,535 at 6%; with 100% employer match about $72,602 at 4% or $48,401 at 6%.
2016112$758,938$58,571$4,881iApproximate average salary by contribution assumption: employee only about $122,023 at 4% or $81,349 at 6%; with 50% employer match about $81,349 at 4% or $54,232 at 6%; with 100% employer match about $61,011 at 4% or $40,674 at 6%.
Herbert Financial Group LLC 401(K) Profit Sharing Plan-12$758,938$58,571$4,881iApproximate average salary by contribution assumption: employee only about $122,023 at 4% or $81,349 at 6%; with 50% employer match about $81,349 at 4% or $54,232 at 6%; with 100% employer match about $61,011 at 4% or $40,674 at 6%.