Herrman Financial Services Inc.
Plan context: Herrmann Financial Services 401K Plan
EIN 68-0092213 • Danville, CA • 25 filings • 4 plans
Current Snapshot
Latest Year
2023
2023 Participants
12
2023 Assets
$4,859,738
2023 Contributions
$137,982
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| Herrmann Financial Services 401K Plan | - | 0 | $0 | $0 | - |
| 2022 | 1 | 12 | $4,859,738 | $137,982 | $11,499iApproximate average salary by contribution assumption: employee only about $287,463 at 4% or $191,642 at 6%; with 50% employer match about $191,642 at 4% or $127,761 at 6%; with 100% employer match about $143,731 at 4% or $95,821 at 6%. |
| Herrmann Financial Services 401K Plan | - | 12 | $4,859,738 | $137,982 | $11,499iApproximate average salary by contribution assumption: employee only about $287,463 at 4% or $191,642 at 6%; with 50% employer match about $191,642 at 4% or $127,761 at 6%; with 100% employer match about $143,731 at 4% or $95,821 at 6%. |
| 2021 | 1 | 10 | $5,318,954 | $262,818 | $26,282iApproximate average salary by contribution assumption: employee only about $657,045 at 4% or $438,030 at 6%; with 50% employer match about $438,030 at 4% or $292,020 at 6%; with 100% employer match about $328,523 at 4% or $219,015 at 6%. |
| Herrmann Financial Services 401K Plan | - | 10 | $5,318,954 | $262,818 | $26,282iApproximate average salary by contribution assumption: employee only about $657,045 at 4% or $438,030 at 6%; with 50% employer match about $438,030 at 4% or $292,020 at 6%; with 100% employer match about $328,523 at 4% or $219,015 at 6%. |
| 2020 | 1 | 10 | $4,314,881 | $254,124 | $25,412iApproximate average salary by contribution assumption: employee only about $635,310 at 4% or $423,540 at 6%; with 50% employer match about $423,540 at 4% or $282,360 at 6%; with 100% employer match about $317,655 at 4% or $211,770 at 6%. |
| Herrmann Financial Services 401K Plan | - | 10 | $4,314,881 | $254,124 | $25,412iApproximate average salary by contribution assumption: employee only about $635,310 at 4% or $423,540 at 6%; with 50% employer match about $423,540 at 4% or $282,360 at 6%; with 100% employer match about $317,655 at 4% or $211,770 at 6%. |
| 2019 | 1 | 9 | $3,879,273 | $226,603 | $25,178iApproximate average salary by contribution assumption: employee only about $629,453 at 4% or $419,635 at 6%; with 50% employer match about $419,635 at 4% or $279,757 at 6%; with 100% employer match about $314,726 at 4% or $209,818 at 6%. |
| Herrmann Financial Services 401K Plan | - | 9 | $3,879,273 | $226,603 | $25,178iApproximate average salary by contribution assumption: employee only about $629,453 at 4% or $419,635 at 6%; with 50% employer match about $419,635 at 4% or $279,757 at 6%; with 100% employer match about $314,726 at 4% or $209,818 at 6%. |
| 2018 | 1 | 9 | $3,028,916 | $213,173 | $23,686iApproximate average salary by contribution assumption: employee only about $592,147 at 4% or $394,765 at 6%; with 50% employer match about $394,765 at 4% or $263,177 at 6%; with 100% employer match about $296,074 at 4% or $197,382 at 6%. |
| Herrmann Financial Services 401K Plan | - | 9 | $3,028,916 | $213,173 | $23,686iApproximate average salary by contribution assumption: employee only about $592,147 at 4% or $394,765 at 6%; with 50% employer match about $394,765 at 4% or $263,177 at 6%; with 100% employer match about $296,074 at 4% or $197,382 at 6%. |
| 2017 | 1 | 8 | $3,309,480 | $187,310 | $23,414iApproximate average salary by contribution assumption: employee only about $585,344 at 4% or $390,229 at 6%; with 50% employer match about $390,229 at 4% or $260,153 at 6%; with 100% employer match about $292,672 at 4% or $195,115 at 6%. |
| Herrmann Financial Services 401K Plan | - | 8 | $3,309,480 | $187,310 | $23,414iApproximate average salary by contribution assumption: employee only about $585,344 at 4% or $390,229 at 6%; with 50% employer match about $390,229 at 4% or $260,153 at 6%; with 100% employer match about $292,672 at 4% or $195,115 at 6%. |
| 2016 | 1 | 7 | $2,830,662 | $176,049 | $25,150iApproximate average salary by contribution assumption: employee only about $628,746 at 4% or $419,164 at 6%; with 50% employer match about $419,164 at 4% or $279,443 at 6%; with 100% employer match about $314,373 at 4% or $209,582 at 6%. |
| Herrmann Financial Services 401K Plan | - | 7 | $2,830,662 | $176,049 | $25,150iApproximate average salary by contribution assumption: employee only about $628,746 at 4% or $419,164 at 6%; with 50% employer match about $419,164 at 4% or $279,443 at 6%; with 100% employer match about $314,373 at 4% or $209,582 at 6%. |
| 2015 | 1 | 11 | $2,871,626 | $163,252 | $14,841iApproximate average salary by contribution assumption: employee only about $371,027 at 4% or $247,352 at 6%; with 50% employer match about $247,352 at 4% or $164,901 at 6%; with 100% employer match about $185,514 at 4% or $123,676 at 6%. |
| Herrmann Financial Services 401K Plan | - | 11 | $2,871,626 | $163,252 | $14,841iApproximate average salary by contribution assumption: employee only about $371,027 at 4% or $247,352 at 6%; with 50% employer match about $247,352 at 4% or $164,901 at 6%; with 100% employer match about $185,514 at 4% or $123,676 at 6%. |
| 2014 | 1 | 9 | $2,960,965 | $196,683 | $21,854iApproximate average salary by contribution assumption: employee only about $546,342 at 4% or $364,228 at 6%; with 50% employer match about $364,228 at 4% or $242,819 at 6%; with 100% employer match about $273,171 at 4% or $182,114 at 6%. |
| Herrmann Financial Services 401K Plan | - | 9 | $2,960,965 | $196,683 | $21,854iApproximate average salary by contribution assumption: employee only about $546,342 at 4% or $364,228 at 6%; with 50% employer match about $364,228 at 4% or $242,819 at 6%; with 100% employer match about $273,171 at 4% or $182,114 at 6%. |
| 2013 | 1 | 9 | $2,659,520 | $163,640 | $18,182iApproximate average salary by contribution assumption: employee only about $454,556 at 4% or $303,037 at 6%; with 50% employer match about $303,037 at 4% or $202,025 at 6%; with 100% employer match about $227,278 at 4% or $151,519 at 6%. |
| Herrmann Financial Services 401K Plan | - | 9 | $2,659,520 | $163,640 | $18,182iApproximate average salary by contribution assumption: employee only about $454,556 at 4% or $303,037 at 6%; with 50% employer match about $303,037 at 4% or $202,025 at 6%; with 100% employer match about $227,278 at 4% or $151,519 at 6%. |
| 2012 | 1 | 9 | $2,164,262 | $113,947 | $12,661iApproximate average salary by contribution assumption: employee only about $316,519 at 4% or $211,013 at 6%; with 50% employer match about $211,013 at 4% or $140,675 at 6%; with 100% employer match about $158,260 at 4% or $105,506 at 6%. |
| Herrmann Financial Services 401K Plan | - | 9 | $2,164,262 | $113,947 | $12,661iApproximate average salary by contribution assumption: employee only about $316,519 at 4% or $211,013 at 6%; with 50% employer match about $211,013 at 4% or $140,675 at 6%; with 100% employer match about $158,260 at 4% or $105,506 at 6%. |
| 2011 | 1 | 9 | $1,827,510 | $81,148 | $9,016iApproximate average salary by contribution assumption: employee only about $225,411 at 4% or $150,274 at 6%; with 50% employer match about $150,274 at 4% or $100,183 at 6%; with 100% employer match about $112,706 at 4% or $75,137 at 6%. |
| Herrmann Financial Services 401K Plan | - | 9 | $1,827,510 | $81,148 | $9,016iApproximate average salary by contribution assumption: employee only about $225,411 at 4% or $150,274 at 6%; with 50% employer match about $150,274 at 4% or $100,183 at 6%; with 100% employer match about $112,706 at 4% or $75,137 at 6%. |
| 2010 | 1 | 8 | $1,813,753 | $113,154 | $14,144iApproximate average salary by contribution assumption: employee only about $353,606 at 4% or $235,738 at 6%; with 50% employer match about $235,738 at 4% or $157,158 at 6%; with 100% employer match about $176,803 at 4% or $117,869 at 6%. |
| Herrmann Financial Services 401K Plan | - | 8 | $1,813,753 | $113,154 | $14,144iApproximate average salary by contribution assumption: employee only about $353,606 at 4% or $235,738 at 6%; with 50% employer match about $235,738 at 4% or $157,158 at 6%; with 100% employer match about $176,803 at 4% or $117,869 at 6%. |
| 2009 | 1 | 8 | $1,538,513 | $117,037 | $14,630iApproximate average salary by contribution assumption: employee only about $365,741 at 4% or $243,827 at 6%; with 50% employer match about $243,827 at 4% or $162,551 at 6%; with 100% employer match about $182,870 at 4% or $121,914 at 6%. |
| Herrmann Financial Services 401K Plan | - | 8 | $1,538,513 | $117,037 | $14,630iApproximate average salary by contribution assumption: employee only about $365,741 at 4% or $243,827 at 6%; with 50% employer match about $243,827 at 4% or $162,551 at 6%; with 100% employer match about $182,870 at 4% or $121,914 at 6%. |
| 2008 | 1 | 8 | $1,205,868 | $152,736 | $19,092iApproximate average salary by contribution assumption: employee only about $477,300 at 4% or $318,200 at 6%; with 50% employer match about $318,200 at 4% or $212,133 at 6%; with 100% employer match about $238,650 at 4% or $159,100 at 6%. |
| Herrmann Financial Services 401K Plan | - | 8 | $1,205,868 | $152,736 | $19,092iApproximate average salary by contribution assumption: employee only about $477,300 at 4% or $318,200 at 6%; with 50% employer match about $318,200 at 4% or $212,133 at 6%; with 100% employer match about $238,650 at 4% or $159,100 at 6%. |
| 2007 | 1 | 9 | $1,754,106 | $189,858 | $21,095iApproximate average salary by contribution assumption: employee only about $527,383 at 4% or $351,589 at 6%; with 50% employer match about $351,589 at 4% or $234,393 at 6%; with 100% employer match about $263,692 at 4% or $175,794 at 6%. |
| Herrmann Financial Services 401K Plan | - | 9 | $1,754,106 | $189,858 | $21,095iApproximate average salary by contribution assumption: employee only about $527,383 at 4% or $351,589 at 6%; with 50% employer match about $351,589 at 4% or $234,393 at 6%; with 100% employer match about $263,692 at 4% or $175,794 at 6%. |
| 2006 | 1 | 7 | $1,476,626 | $173,531 | $24,790iApproximate average salary by contribution assumption: employee only about $619,754 at 4% or $413,169 at 6%; with 50% employer match about $413,169 at 4% or $275,446 at 6%; with 100% employer match about $309,877 at 4% or $206,585 at 6%. |
| Herrmann Financial Services 401K Plan | - | 7 | $1,476,626 | $173,531 | $24,790iApproximate average salary by contribution assumption: employee only about $619,754 at 4% or $413,169 at 6%; with 50% employer match about $413,169 at 4% or $275,446 at 6%; with 100% employer match about $309,877 at 4% or $206,585 at 6%. |
| 2005 | 1 | 7 | $1,112,342 | $167,552 | $23,936iApproximate average salary by contribution assumption: employee only about $598,400 at 4% or $398,933 at 6%; with 50% employer match about $398,933 at 4% or $265,956 at 6%; with 100% employer match about $299,200 at 4% or $199,467 at 6%. |
| Herrmann Financial Services 401K Plan | - | 7 | $1,112,342 | $167,552 | $23,936iApproximate average salary by contribution assumption: employee only about $598,400 at 4% or $398,933 at 6%; with 50% employer match about $398,933 at 4% or $265,956 at 6%; with 100% employer match about $299,200 at 4% or $199,467 at 6%. |
| 2004 | 1 | 6 | $871,351 | $143,133 | $23,856iApproximate average salary by contribution assumption: employee only about $596,388 at 4% or $397,592 at 6%; with 50% employer match about $397,592 at 4% or $265,061 at 6%; with 100% employer match about $298,194 at 4% or $198,796 at 6%. |
| Herrmann Financial Services 401K Plan | - | 6 | $871,351 | $143,133 | $23,856iApproximate average salary by contribution assumption: employee only about $596,388 at 4% or $397,592 at 6%; with 50% employer match about $397,592 at 4% or $265,061 at 6%; with 100% employer match about $298,194 at 4% or $198,796 at 6%. |
| 2003 | 1 | 6 | $639,081 | $143,835 | $23,973iApproximate average salary by contribution assumption: employee only about $599,313 at 4% or $399,542 at 6%; with 50% employer match about $399,542 at 4% or $266,361 at 6%; with 100% employer match about $299,656 at 4% or $199,771 at 6%. |
| Herrmann Financial Services 401K Plan | - | 6 | $639,081 | $143,835 | $23,973iApproximate average salary by contribution assumption: employee only about $599,313 at 4% or $399,542 at 6%; with 50% employer match about $399,542 at 4% or $266,361 at 6%; with 100% employer match about $299,656 at 4% or $199,771 at 6%. |
| 2002 | 1 | 8 | $0 | $0 | - |
| Herrmann Financial Services 401K Plan | - | 8 | - | - | - |
| 2001 | 1 | 10 | $0 | $0 | - |
| Herrmann Financial Services 401K Plan | - | 10 | - | - | - |
| 2000 | 1 | 9 | $0 | $0 | - |
| Herrmann Financial Services 401K Plan | - | 9 | - | - | - |
| 1999 | 1 | 8 | $229,750 | $56,927 | $7,116iApproximate average salary by contribution assumption: employee only about $177,897 at 4% or $118,598 at 6%; with 50% employer match about $118,598 at 4% or $79,065 at 6%; with 100% employer match about $88,948 at 4% or $59,299 at 6%. |
| Herrmann Financial Services 401K Plan | - | 8 | $229,750 | $56,927 | $7,116iApproximate average salary by contribution assumption: employee only about $177,897 at 4% or $118,598 at 6%; with 50% employer match about $118,598 at 4% or $79,065 at 6%; with 100% employer match about $88,948 at 4% or $59,299 at 6%. |