Civic Intelligence

Homrich & Berg Inc.

Plan context: Homrich & Berg Inc. 401K Profit Sharing Plan

EIN 58-1862413 • Atlanta, GA • 22 filings • 2 plans

3550 Lenox Road NESuite 2700Atlanta, GA 30326
Current Snapshot

Latest Year

2020

2020 Participants

117

2020 Assets

$23,544,407

2020 Contributions

$1,879,175

Historical Graphs

Total Assets Over Time

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

$23,544,407$11,772,204$0199920102020YearValue
$23,544,407Latest year 2020

Participants Over Time

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

117590199920102020YearValue
117Latest year 2020

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
20201117$23,544,407$1,879,175$16,061iApproximate average salary by contribution assumption: employee only about $401,533 at 4% or $267,689 at 6%; with 50% employer match about $267,689 at 4% or $178,459 at 6%; with 100% employer match about $200,767 at 4% or $133,844 at 6%.
Homrich & Berg Inc. 401K Profit Sharing Plan-117$23,544,407$1,879,175$16,061iApproximate average salary by contribution assumption: employee only about $401,533 at 4% or $267,689 at 6%; with 50% employer match about $267,689 at 4% or $178,459 at 6%; with 100% employer match about $200,767 at 4% or $133,844 at 6%.
20191108$19,149,785$1,694,449$15,689iApproximate average salary by contribution assumption: employee only about $392,234 at 4% or $261,489 at 6%; with 50% employer match about $261,489 at 4% or $174,326 at 6%; with 100% employer match about $196,117 at 4% or $130,745 at 6%.
Homrich & Berg Inc. 401K Profit Sharing Plan-108$19,149,785$1,694,449$15,689iApproximate average salary by contribution assumption: employee only about $392,234 at 4% or $261,489 at 6%; with 50% employer match about $261,489 at 4% or $174,326 at 6%; with 100% employer match about $196,117 at 4% or $130,745 at 6%.
2018194$15,285,993$1,371,281$14,588iApproximate average salary by contribution assumption: employee only about $364,702 at 4% or $243,135 at 6%; with 50% employer match about $243,135 at 4% or $162,090 at 6%; with 100% employer match about $182,351 at 4% or $121,567 at 6%.
Homrich & Berg Inc. 401K Profit Sharing Plan-94$15,285,993$1,371,281$14,588iApproximate average salary by contribution assumption: employee only about $364,702 at 4% or $243,135 at 6%; with 50% employer match about $243,135 at 4% or $162,090 at 6%; with 100% employer match about $182,351 at 4% or $121,567 at 6%.
2017183$15,349,526$1,199,903$14,457iApproximate average salary by contribution assumption: employee only about $361,417 at 4% or $240,944 at 6%; with 50% employer match about $240,944 at 4% or $160,630 at 6%; with 100% employer match about $180,708 at 4% or $120,472 at 6%.
Homrich & Berg Inc. 401K Profit Sharing Plan-83$15,349,526$1,199,903$14,457iApproximate average salary by contribution assumption: employee only about $361,417 at 4% or $240,944 at 6%; with 50% employer match about $240,944 at 4% or $160,630 at 6%; with 100% employer match about $180,708 at 4% or $120,472 at 6%.
2016175$13,350,034$1,249,378$16,658iApproximate average salary by contribution assumption: employee only about $416,459 at 4% or $277,640 at 6%; with 50% employer match about $277,640 at 4% or $185,093 at 6%; with 100% employer match about $208,230 at 4% or $138,820 at 6%.
Homrich & Berg Inc. 401K Profit Sharing Plan-75$13,350,034$1,249,378$16,658iApproximate average salary by contribution assumption: employee only about $416,459 at 4% or $277,640 at 6%; with 50% employer match about $277,640 at 4% or $185,093 at 6%; with 100% employer match about $208,230 at 4% or $138,820 at 6%.
2015173$11,578,982$1,297,923$17,780iApproximate average salary by contribution assumption: employee only about $444,494 at 4% or $296,329 at 6%; with 50% employer match about $296,329 at 4% or $197,553 at 6%; with 100% employer match about $222,247 at 4% or $148,165 at 6%.
Homrich & Berg Inc. 401K Profit Sharing Plan-73$11,578,982$1,297,923$17,780iApproximate average salary by contribution assumption: employee only about $444,494 at 4% or $296,329 at 6%; with 50% employer match about $296,329 at 4% or $197,553 at 6%; with 100% employer match about $222,247 at 4% or $148,165 at 6%.
2014166$10,539,465$1,101,924$16,696iApproximate average salary by contribution assumption: employee only about $417,395 at 4% or $278,264 at 6%; with 50% employer match about $278,264 at 4% or $185,509 at 6%; with 100% employer match about $208,698 at 4% or $139,132 at 6%.
Homrich & Berg Inc. 401K Profit Sharing Plan-66$10,539,465$1,101,924$16,696iApproximate average salary by contribution assumption: employee only about $417,395 at 4% or $278,264 at 6%; with 50% employer match about $278,264 at 4% or $185,509 at 6%; with 100% employer match about $208,698 at 4% or $139,132 at 6%.
2013158$9,200,982$1,071,319$18,471iApproximate average salary by contribution assumption: employee only about $461,775 at 4% or $307,850 at 6%; with 50% employer match about $307,850 at 4% or $205,234 at 6%; with 100% employer match about $230,888 at 4% or $153,925 at 6%.
Homrich & Berg Inc. 401K Profit Sharing Plan-58$9,200,982$1,071,319$18,471iApproximate average salary by contribution assumption: employee only about $461,775 at 4% or $307,850 at 6%; with 50% employer match about $307,850 at 4% or $205,234 at 6%; with 100% employer match about $230,888 at 4% or $153,925 at 6%.
2012151$7,220,054$737,935$14,469iApproximate average salary by contribution assumption: employee only about $361,733 at 4% or $241,155 at 6%; with 50% employer match about $241,155 at 4% or $160,770 at 6%; with 100% employer match about $180,866 at 4% or $120,578 at 6%.
Homrich & Berg Inc. 401K Profit Sharing Plan-51$7,220,054$737,935$14,469iApproximate average salary by contribution assumption: employee only about $361,733 at 4% or $241,155 at 6%; with 50% employer match about $241,155 at 4% or $160,770 at 6%; with 100% employer match about $180,866 at 4% or $120,578 at 6%.
2011152$6,083,214$763,446$14,682iApproximate average salary by contribution assumption: employee only about $367,041 at 4% or $244,694 at 6%; with 50% employer match about $244,694 at 4% or $163,129 at 6%; with 100% employer match about $183,521 at 4% or $122,347 at 6%.
Homrich & Berg Inc. 401K Profit Sharing Plan-52$6,083,214$763,446$14,682iApproximate average salary by contribution assumption: employee only about $367,041 at 4% or $244,694 at 6%; with 50% employer match about $244,694 at 4% or $163,129 at 6%; with 100% employer match about $183,521 at 4% or $122,347 at 6%.
2010161$5,511,390$664,349$10,891iApproximate average salary by contribution assumption: employee only about $272,274 at 4% or $181,516 at 6%; with 50% employer match about $181,516 at 4% or $121,011 at 6%; with 100% employer match about $136,137 at 4% or $90,758 at 6%.
Homrich & Berg Inc. 401K Profit Sharing Plan-61$5,511,390$664,349$10,891iApproximate average salary by contribution assumption: employee only about $272,274 at 4% or $181,516 at 6%; with 50% employer match about $181,516 at 4% or $121,011 at 6%; with 100% employer match about $136,137 at 4% or $90,758 at 6%.
2009166$5,102,592$621,003$9,409iApproximate average salary by contribution assumption: employee only about $235,228 at 4% or $156,819 at 6%; with 50% employer match about $156,819 at 4% or $104,546 at 6%; with 100% employer match about $117,614 at 4% or $78,409 at 6%.
Homrich & Berg Inc. 401K Profit Sharing Plan-66$5,102,592$621,003$9,409iApproximate average salary by contribution assumption: employee only about $235,228 at 4% or $156,819 at 6%; with 50% employer match about $156,819 at 4% or $104,546 at 6%; with 100% employer match about $117,614 at 4% or $78,409 at 6%.
2008151$3,772,089$683,439$13,401iApproximate average salary by contribution assumption: employee only about $335,019 at 4% or $223,346 at 6%; with 50% employer match about $223,346 at 4% or $148,897 at 6%; with 100% employer match about $167,510 at 4% or $111,673 at 6%.
Homrich & Berg Inc. 401K Profit Sharing Plan-51$3,772,089$683,439$13,401iApproximate average salary by contribution assumption: employee only about $335,019 at 4% or $223,346 at 6%; with 50% employer match about $223,346 at 4% or $148,897 at 6%; with 100% employer match about $167,510 at 4% or $111,673 at 6%.
2007141$4,657,361$713,693$17,407iApproximate average salary by contribution assumption: employee only about $435,179 at 4% or $290,119 at 6%; with 50% employer match about $290,119 at 4% or $193,413 at 6%; with 100% employer match about $217,589 at 4% or $145,060 at 6%.
Homrich & Berg Inc. 401K Profit Sharing Plan-41$4,657,361$713,693$17,407iApproximate average salary by contribution assumption: employee only about $435,179 at 4% or $290,119 at 6%; with 50% employer match about $290,119 at 4% or $193,413 at 6%; with 100% employer match about $217,589 at 4% or $145,060 at 6%.
2006141$3,580,020$630,897$15,388iApproximate average salary by contribution assumption: employee only about $384,693 at 4% or $256,462 at 6%; with 50% employer match about $256,462 at 4% or $170,975 at 6%; with 100% employer match about $192,347 at 4% or $128,231 at 6%.
Homrich & Berg Inc. 401K Profit Sharing Plan-41$3,580,020$630,897$15,388iApproximate average salary by contribution assumption: employee only about $384,693 at 4% or $256,462 at 6%; with 50% employer match about $256,462 at 4% or $170,975 at 6%; with 100% employer match about $192,347 at 4% or $128,231 at 6%.
2005133$2,734,190$528,742$16,022iApproximate average salary by contribution assumption: employee only about $400,562 at 4% or $267,041 at 6%; with 50% employer match about $267,041 at 4% or $178,028 at 6%; with 100% employer match about $200,281 at 4% or $133,521 at 6%.
Homrich & Berg Inc. 401K Profit Sharing Plan-33$2,734,190$528,742$16,022iApproximate average salary by contribution assumption: employee only about $400,562 at 4% or $267,041 at 6%; with 50% employer match about $267,041 at 4% or $178,028 at 6%; with 100% employer match about $200,281 at 4% or $133,521 at 6%.
2004127$2,077,722$525,747$19,472iApproximate average salary by contribution assumption: employee only about $486,803 at 4% or $324,535 at 6%; with 50% employer match about $324,535 at 4% or $216,357 at 6%; with 100% employer match about $243,401 at 4% or $162,268 at 6%.
Homrich & Berg Inc. 401K Profit Sharing Plan-27$2,077,722$525,747$19,472iApproximate average salary by contribution assumption: employee only about $486,803 at 4% or $324,535 at 6%; with 50% employer match about $324,535 at 4% or $216,357 at 6%; with 100% employer match about $243,401 at 4% or $162,268 at 6%.
2003119$1,354,279$319,310$16,806iApproximate average salary by contribution assumption: employee only about $420,145 at 4% or $280,096 at 6%; with 50% employer match about $280,096 at 4% or $186,731 at 6%; with 100% employer match about $210,072 at 4% or $140,048 at 6%.
Homrich & Berg Inc. 401K Profit Sharing Plan-19$1,354,279$319,310$16,806iApproximate average salary by contribution assumption: employee only about $420,145 at 4% or $280,096 at 6%; with 50% employer match about $280,096 at 4% or $186,731 at 6%; with 100% employer match about $210,072 at 4% or $140,048 at 6%.
2002120$840,893$263,724$13,186iApproximate average salary by contribution assumption: employee only about $329,655 at 4% or $219,770 at 6%; with 50% employer match about $219,770 at 4% or $146,513 at 6%; with 100% employer match about $164,828 at 4% or $109,885 at 6%.
Homrich & Berg Inc. 401K Profit Sharing Plan-20$840,893$263,724$13,186iApproximate average salary by contribution assumption: employee only about $329,655 at 4% or $219,770 at 6%; with 50% employer match about $219,770 at 4% or $146,513 at 6%; with 100% employer match about $164,828 at 4% or $109,885 at 6%.
2001115$834,753$189,399$12,627iApproximate average salary by contribution assumption: employee only about $315,665 at 4% or $210,443 at 6%; with 50% employer match about $210,443 at 4% or $140,296 at 6%; with 100% employer match about $157,833 at 4% or $105,222 at 6%.
Homrich & Berg Inc. 401K Profit Sharing Plan-15$834,753$189,399$12,627iApproximate average salary by contribution assumption: employee only about $315,665 at 4% or $210,443 at 6%; with 50% employer match about $210,443 at 4% or $140,296 at 6%; with 100% employer match about $157,833 at 4% or $105,222 at 6%.
2000116$905,727$192,209$12,013iApproximate average salary by contribution assumption: employee only about $300,327 at 4% or $200,218 at 6%; with 50% employer match about $200,218 at 4% or $133,478 at 6%; with 100% employer match about $150,163 at 4% or $100,109 at 6%.
Homrich & Berg Inc. 401K Profit Sharing Plan-16$905,727$192,209$12,013iApproximate average salary by contribution assumption: employee only about $300,327 at 4% or $200,218 at 6%; with 50% employer match about $200,218 at 4% or $133,478 at 6%; with 100% employer match about $150,163 at 4% or $100,109 at 6%.
1999114$910,093$162,149$11,582iApproximate average salary by contribution assumption: employee only about $289,552 at 4% or $193,035 at 6%; with 50% employer match about $193,035 at 4% or $128,690 at 6%; with 100% employer match about $144,776 at 4% or $96,517 at 6%.
Homrich & Berg Inc. 401K Profit Sharing Plan-14$910,093$162,149$11,582iApproximate average salary by contribution assumption: employee only about $289,552 at 4% or $193,035 at 6%; with 50% employer match about $193,035 at 4% or $128,690 at 6%; with 100% employer match about $144,776 at 4% or $96,517 at 6%.