Herbert Insurance Agency LLC
Plan context: Herbert Insurance Agency LLC 401(K) Profit Sharing Plan & Trust
EIN 85-4222963 • 4 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$2,215,719
2024 Contributions
$152,738
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $2,215,719 | $152,738 | $50,913iApproximate average salary by contribution assumption: employee only about $1,272,817 at 4% or $848,544 at 6%; with 50% employer match about $848,544 at 4% or $565,696 at 6%; with 100% employer match about $636,408 at 4% or $424,272 at 6%. |
| Herbert Insurance Agency LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $2,215,719 | $152,738 | $50,913iApproximate average salary by contribution assumption: employee only about $1,272,817 at 4% or $848,544 at 6%; with 50% employer match about $848,544 at 4% or $565,696 at 6%; with 100% employer match about $636,408 at 4% or $424,272 at 6%. |
| 2023 | 1 | 3 | $1,865,374 | $114,031 | $38,010iApproximate average salary by contribution assumption: employee only about $950,258 at 4% or $633,506 at 6%; with 50% employer match about $633,506 at 4% or $422,337 at 6%; with 100% employer match about $475,129 at 4% or $316,753 at 6%. |
| Herbert Insurance Agency LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $1,865,374 | $114,031 | $38,010iApproximate average salary by contribution assumption: employee only about $950,258 at 4% or $633,506 at 6%; with 50% employer match about $633,506 at 4% or $422,337 at 6%; with 100% employer match about $475,129 at 4% or $316,753 at 6%. |
| 2022 | 1 | 3 | $1,556,109 | $108,962 | $36,321iApproximate average salary by contribution assumption: employee only about $908,017 at 4% or $605,344 at 6%; with 50% employer match about $605,344 at 4% or $403,563 at 6%; with 100% employer match about $454,008 at 4% or $302,672 at 6%. |
| Herbert Insurance Agency LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $1,556,109 | $108,962 | $36,321iApproximate average salary by contribution assumption: employee only about $908,017 at 4% or $605,344 at 6%; with 50% employer match about $605,344 at 4% or $403,563 at 6%; with 100% employer match about $454,008 at 4% or $302,672 at 6%. |
| 2021 | 1 | 3 | $1,601,270 | $80,868 | $26,956iApproximate average salary by contribution assumption: employee only about $673,900 at 4% or $449,267 at 6%; with 50% employer match about $449,267 at 4% or $299,511 at 6%; with 100% employer match about $336,950 at 4% or $224,633 at 6%. |
| Herbert Insurance Agency LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $1,601,270 | $80,868 | $26,956iApproximate average salary by contribution assumption: employee only about $673,900 at 4% or $449,267 at 6%; with 50% employer match about $449,267 at 4% or $299,511 at 6%; with 100% employer match about $336,950 at 4% or $224,633 at 6%. |