HERBST & ASSOCIATES, INC
Plan context: HERBST & ASSOCIATES, INC 401(K) PLAN
EIN 83-2681958 • New Berlin, WI • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$237,217
2025 Contributions
$59,833
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 6 | $237,217 | $59,833 | $9,972iApproximate average salary by contribution assumption: employee only about $249,304 at 4% or $166,203 at 6%; with 50% employer match about $166,203 at 4% or $110,802 at 6%; with 100% employer match about $124,652 at 4% or $83,101 at 6%. |
| HERBST & ASSOCIATES, INC 401(K) PLAN | - | 6 | $237,217 | $59,833 | $9,972iApproximate average salary by contribution assumption: employee only about $249,304 at 4% or $166,203 at 6%; with 50% employer match about $166,203 at 4% or $110,802 at 6%; with 100% employer match about $124,652 at 4% or $83,101 at 6%. |
| 2024 | 1 | 8 | $169,417 | $56,220 | $7,028iApproximate average salary by contribution assumption: employee only about $175,688 at 4% or $117,125 at 6%; with 50% employer match about $117,125 at 4% or $78,083 at 6%; with 100% employer match about $87,844 at 4% or $58,563 at 6%. |
| HERBST & ASSOCIATES, INC 401(K) PLAN | - | 8 | $169,417 | $56,220 | $7,028iApproximate average salary by contribution assumption: employee only about $175,688 at 4% or $117,125 at 6%; with 50% employer match about $117,125 at 4% or $78,083 at 6%; with 100% employer match about $87,844 at 4% or $58,563 at 6%. |
| 2023 | 1 | 8 | $97,695 | $48,012 | $6,002iApproximate average salary by contribution assumption: employee only about $150,038 at 4% or $100,025 at 6%; with 50% employer match about $100,025 at 4% or $66,683 at 6%; with 100% employer match about $75,019 at 4% or $50,013 at 6%. |
| HERBST & ASSOCIATES, INC 401(K) PLAN | - | 8 | $97,695 | $48,012 | $6,002iApproximate average salary by contribution assumption: employee only about $150,038 at 4% or $100,025 at 6%; with 50% employer match about $100,025 at 4% or $66,683 at 6%; with 100% employer match about $75,019 at 4% or $50,013 at 6%. |
| 2022 | 1 | 8 | $38,236 | $31,858 | $3,982iApproximate average salary by contribution assumption: employee only about $99,556 at 4% or $66,371 at 6%; with 50% employer match about $66,371 at 4% or $44,247 at 6%; with 100% employer match about $49,778 at 4% or $33,185 at 6%. |
| HERBST & ASSOCIATES, INC 401(K) PLAN | - | 8 | $38,236 | $31,858 | $3,982iApproximate average salary by contribution assumption: employee only about $99,556 at 4% or $66,371 at 6%; with 50% employer match about $66,371 at 4% or $44,247 at 6%; with 100% employer match about $49,778 at 4% or $33,185 at 6%. |
| 2021 | 1 | 7 | $9,313 | $9,125 | $1,304iApproximate average salary by contribution assumption: employee only about $32,589 at 4% or $21,726 at 6%; with 50% employer match about $21,726 at 4% or $14,484 at 6%; with 100% employer match about $16,295 at 4% or $10,863 at 6%. |
| HERBST & ASSOCIATES, INC 401(K) PLAN | - | 7 | $9,313 | $9,125 | $1,304iApproximate average salary by contribution assumption: employee only about $32,589 at 4% or $21,726 at 6%; with 50% employer match about $21,726 at 4% or $14,484 at 6%; with 100% employer match about $16,295 at 4% or $10,863 at 6%. |