Hb Wealth Management LLC
Plan context: Homrich Berg 401(K) Profit Sharing Plan
EIN 87-2119854 • 12 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
224
2024 Assets
$45,714,333
2024 Contributions
$4,595,235
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 | 2 | 224 | $45,714,333 | $4,595,235 | $20,514iApproximate average salary by contribution assumption: employee only about $512,861 at 4% or $341,907 at 6%; with 50% employer match about $341,907 at 4% or $227,938 at 6%; with 100% employer match about $256,431 at 4% or $170,954 at 6%. |
| Homrich Berg 401(K) Profit Sharing Plan | - | 224 | $45,714,333 | $4,595,235 | $20,514iApproximate average salary by contribution assumption: employee only about $512,861 at 4% or $341,907 at 6%; with 50% employer match about $341,907 at 4% or $227,938 at 6%; with 100% employer match about $256,431 at 4% or $170,954 at 6%. |
| Hb Wealth Management LLC Welfare Benefits Plan | - | 218 | - | - | - |
| 2023 | 2 | 185 | $36,488,874 | $4,508,466 | $24,370iApproximate average salary by contribution assumption: employee only about $609,252 at 4% or $406,168 at 6%; with 50% employer match about $406,168 at 4% or $270,779 at 6%; with 100% employer match about $304,626 at 4% or $203,084 at 6%. |
| Homrich Berg 401(K) Profit Sharing Plan | - | 185 | $36,488,874 | $4,508,466 | $24,370iApproximate average salary by contribution assumption: employee only about $609,252 at 4% or $406,168 at 6%; with 50% employer match about $406,168 at 4% or $270,779 at 6%; with 100% employer match about $304,626 at 4% or $203,084 at 6%. |
| Hb Wealth Management LLC Welfare Benefits Plan | - | 184 | - | - | - |
| 2022 | 5 | 174 | $27,522,043 | $4,846,538 | $27,854iApproximate average salary by contribution assumption: employee only about $696,342 at 4% or $464,228 at 6%; with 50% employer match about $464,228 at 4% or $309,485 at 6%; with 100% employer match about $348,171 at 4% or $232,114 at 6%. |
| Homrich Berg 401(K) Profit Sharing Plan | - | 172 | $27,522,043 | $4,846,538 | $28,178iApproximate average salary by contribution assumption: employee only about $704,439 at 4% or $469,626 at 6%; with 50% employer match about $469,626 at 4% or $313,084 at 6%; with 100% employer match about $352,219 at 4% or $234,813 at 6%. |
| Hb Wealth Management LLC Welfare Benefits Plan | - | 174 | - | - | - |
| HB WEALTH MANAGEMENT, LLC DBA HOMRICH BERG MEDICAL DENTAL VISION PLAN | - | 0 | - | - | - |
| HB WEALTH MANAGEMENT, LLC DBA HOMRICH BERG TELEMEDICINE PLAN | - | 0 | - | - | - |
| HB WEALTH MANAGEMENT, LLC DBA HOMRICH BERG FSA PLAN | - | 0 | - | - | - |
| 2021 | 3 | 144 | $28,736,274 | $2,753,320 | $19,120iApproximate average salary by contribution assumption: employee only about $478,007 at 4% or $318,671 at 6%; with 50% employer match about $318,671 at 4% or $212,448 at 6%; with 100% employer match about $239,003 at 4% or $159,336 at 6%. |
| Homrich Berg 401(K) Profit Sharing Plan | - | 144 | $28,736,274 | $2,753,320 | $19,120iApproximate average salary by contribution assumption: employee only about $478,007 at 4% or $318,671 at 6%; with 50% employer match about $318,671 at 4% or $212,448 at 6%; with 100% employer match about $239,003 at 4% or $159,336 at 6%. |
| HB WEALTH MANAGEMENT, LLC DBA HOMRICH BERG MEDICAL DENTAL VISION PLAN | - | 118 | - | - | - |
| Hb Wealth Management LLC Welfare Benefits Plan | - | 140 | - | - | - |