Hostetter Financial Group Inc.
Plan context: Hostetter Financial Group Inc. Safe Harbor 401K Plan
EIN 95-4571523 • Calabasas, CA • 23 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$282,728
2024 Contributions
$6,351
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 | 4 | $282,728 | $6,351 | $1,588iApproximate average salary by contribution assumption: employee only about $39,694 at 4% or $26,463 at 6%; with 50% employer match about $26,463 at 4% or $17,642 at 6%; with 100% employer match about $19,847 at 4% or $13,231 at 6%. |
| Hostetter Financial Group Inc. Safe Harbor 401K Plan | - | 4 | $282,728 | $6,351 | $1,588iApproximate average salary by contribution assumption: employee only about $39,694 at 4% or $26,463 at 6%; with 50% employer match about $26,463 at 4% or $17,642 at 6%; with 100% employer match about $19,847 at 4% or $13,231 at 6%. |
| 2023 | 1 | 4 | $251,611 | $4,916 | $1,229iApproximate average salary by contribution assumption: employee only about $30,725 at 4% or $20,483 at 6%; with 50% employer match about $20,483 at 4% or $13,656 at 6%; with 100% employer match about $15,363 at 4% or $10,242 at 6%. |
| Hostetter Financial Group Inc. Safe Harbor 401K Plan | - | 4 | $251,611 | $4,916 | $1,229iApproximate average salary by contribution assumption: employee only about $30,725 at 4% or $20,483 at 6%; with 50% employer match about $20,483 at 4% or $13,656 at 6%; with 100% employer match about $15,363 at 4% or $10,242 at 6%. |
| 2022 | 1 | 3 | $405,645 | $3,893 | $1,298iApproximate average salary by contribution assumption: employee only about $32,442 at 4% or $21,628 at 6%; with 50% employer match about $21,628 at 4% or $14,419 at 6%; with 100% employer match about $16,221 at 4% or $10,814 at 6%. |
| Hostetter Financial Group Inc. Safe Harbor 401K Plan | - | 3 | $405,645 | $3,893 | $1,298iApproximate average salary by contribution assumption: employee only about $32,442 at 4% or $21,628 at 6%; with 50% employer match about $21,628 at 4% or $14,419 at 6%; with 100% employer match about $16,221 at 4% or $10,814 at 6%. |
| 2021 | 1 | 2 | $475,075 | $28,000 | $14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%. |
| Hostetter Financial Group Inc. Safe Harbor 401K Plan | - | 2 | $475,075 | $28,000 | $14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%. |
| 2020 | 1 | 2 | $391,084 | $23,000 | $11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%. |
| Hostetter Financial Group Inc. Safe Harbor 401K Plan | - | 2 | $391,084 | $23,000 | $11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%. |
| 2019 | 1 | 2 | $336,656 | $25,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Hostetter Financial Group Inc. Safe Harbor 401K Plan | - | 2 | $336,656 | $25,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2018 | 1 | 2 | $256,274 | $32,400 | $16,200iApproximate average salary by contribution assumption: employee only about $405,000 at 4% or $270,000 at 6%; with 50% employer match about $270,000 at 4% or $180,000 at 6%; with 100% employer match about $202,500 at 4% or $135,000 at 6%. |
| Hostetter Financial Group Inc. Safe Harbor 401K Plan | - | 2 | $256,274 | $32,400 | $16,200iApproximate average salary by contribution assumption: employee only about $405,000 at 4% or $270,000 at 6%; with 50% employer match about $270,000 at 4% or $180,000 at 6%; with 100% employer match about $202,500 at 4% or $135,000 at 6%. |
| 2017 | 1 | 2 | $247,477 | $7,033 | $3,517iApproximate average salary by contribution assumption: employee only about $87,913 at 4% or $58,608 at 6%; with 50% employer match about $58,608 at 4% or $39,072 at 6%; with 100% employer match about $43,956 at 4% or $29,304 at 6%. |
| Hostetter Financial Group Inc. Safe Harbor 401K Plan | - | 2 | $247,477 | $7,033 | $3,517iApproximate average salary by contribution assumption: employee only about $87,913 at 4% or $58,608 at 6%; with 50% employer match about $58,608 at 4% or $39,072 at 6%; with 100% employer match about $43,956 at 4% or $29,304 at 6%. |
| 2016 | 1 | 2 | $210,713 | $36,416 | $18,208iApproximate average salary by contribution assumption: employee only about $455,200 at 4% or $303,467 at 6%; with 50% employer match about $303,467 at 4% or $202,311 at 6%; with 100% employer match about $227,600 at 4% or $151,733 at 6%. |
| Hostetter Financial Group Inc. Safe Harbor 401K Plan | - | 2 | $210,713 | $36,416 | $18,208iApproximate average salary by contribution assumption: employee only about $455,200 at 4% or $303,467 at 6%; with 50% employer match about $303,467 at 4% or $202,311 at 6%; with 100% employer match about $227,600 at 4% or $151,733 at 6%. |
| 2015 | 1 | 3 | $190,248 | $1,000 | $333iApproximate average salary by contribution assumption: employee only about $8,333 at 4% or $5,556 at 6%; with 50% employer match about $5,556 at 4% or $3,704 at 6%; with 100% employer match about $4,167 at 4% or $2,778 at 6%. |
| Hostetter Financial Group Inc. Safe Harbor 401K Plan | - | 3 | $190,248 | $1,000 | $333iApproximate average salary by contribution assumption: employee only about $8,333 at 4% or $5,556 at 6%; with 50% employer match about $5,556 at 4% or $3,704 at 6%; with 100% employer match about $4,167 at 4% or $2,778 at 6%. |
| 2014 | 1 | 2 | $195,953 | $3,805 | $1,903iApproximate average salary by contribution assumption: employee only about $47,563 at 4% or $31,708 at 6%; with 50% employer match about $31,708 at 4% or $21,139 at 6%; with 100% employer match about $23,781 at 4% or $15,854 at 6%. |
| Hostetter Financial Group Inc. Safe Harbor 401K Plan | - | 2 | $195,953 | $3,805 | $1,903iApproximate average salary by contribution assumption: employee only about $47,563 at 4% or $31,708 at 6%; with 50% employer match about $31,708 at 4% or $21,139 at 6%; with 100% employer match about $23,781 at 4% or $15,854 at 6%. |
| 2013 | 1 | 2 | $184,861 | $3,450 | $1,725iApproximate average salary by contribution assumption: employee only about $43,125 at 4% or $28,750 at 6%; with 50% employer match about $28,750 at 4% or $19,167 at 6%; with 100% employer match about $21,563 at 4% or $14,375 at 6%. |
| Hostetter Financial Group Inc. Safe Harbor 401K Plan | - | 2 | $184,861 | $3,450 | $1,725iApproximate average salary by contribution assumption: employee only about $43,125 at 4% or $28,750 at 6%; with 50% employer match about $28,750 at 4% or $19,167 at 6%; with 100% employer match about $21,563 at 4% or $14,375 at 6%. |
| 2012 | 1 | 2 | $160,663 | $3,054 | $1,527iApproximate average salary by contribution assumption: employee only about $38,175 at 4% or $25,450 at 6%; with 50% employer match about $25,450 at 4% or $16,967 at 6%; with 100% employer match about $19,088 at 4% or $12,725 at 6%. |
| Hostetter Financial Group Inc. Safe Harbor 401K Plan | - | 2 | $160,663 | $3,054 | $1,527iApproximate average salary by contribution assumption: employee only about $38,175 at 4% or $25,450 at 6%; with 50% employer match about $25,450 at 4% or $16,967 at 6%; with 100% employer match about $19,088 at 4% or $12,725 at 6%. |
| 2011 | 1 | 2 | $146,930 | $3,583 | $1,792iApproximate average salary by contribution assumption: employee only about $44,788 at 4% or $29,858 at 6%; with 50% employer match about $29,858 at 4% or $19,906 at 6%; with 100% employer match about $22,394 at 4% or $14,929 at 6%. |
| Hostetter Financial Group Inc. Safe Harbor 401K Plan | - | 2 | $146,930 | $3,583 | $1,792iApproximate average salary by contribution assumption: employee only about $44,788 at 4% or $29,858 at 6%; with 50% employer match about $29,858 at 4% or $19,906 at 6%; with 100% employer match about $22,394 at 4% or $14,929 at 6%. |
| 2010 | 1 | 2 | $140,588 | $49,836 | $24,918iApproximate average salary by contribution assumption: employee only about $622,950 at 4% or $415,300 at 6%; with 50% employer match about $415,300 at 4% or $276,867 at 6%; with 100% employer match about $311,475 at 4% or $207,650 at 6%. |
| Hostetter Financial Group Inc. Safe Harbor 401K Plan | - | 2 | $140,588 | $49,836 | $24,918iApproximate average salary by contribution assumption: employee only about $622,950 at 4% or $415,300 at 6%; with 50% employer match about $415,300 at 4% or $276,867 at 6%; with 100% employer match about $311,475 at 4% or $207,650 at 6%. |
| 2009 | 1 | 2 | $87,790 | $35,185 | $17,593iApproximate average salary by contribution assumption: employee only about $439,813 at 4% or $293,208 at 6%; with 50% employer match about $293,208 at 4% or $195,472 at 6%; with 100% employer match about $219,906 at 4% or $146,604 at 6%. |
| Hostetter Financial Group Inc. Safe Harbor 401K Plan | - | 2 | $87,790 | $35,185 | $17,593iApproximate average salary by contribution assumption: employee only about $439,813 at 4% or $293,208 at 6%; with 50% employer match about $293,208 at 4% or $195,472 at 6%; with 100% employer match about $219,906 at 4% or $146,604 at 6%. |
| 2008 | 1 | 2 | $43,308 | $34,705 | $17,353iApproximate average salary by contribution assumption: employee only about $433,813 at 4% or $289,208 at 6%; with 50% employer match about $289,208 at 4% or $192,806 at 6%; with 100% employer match about $216,906 at 4% or $144,604 at 6%. |
| Hostetter Financial Group Inc. Safe Harbor 401K Plan | - | 2 | $43,308 | $34,705 | $17,353iApproximate average salary by contribution assumption: employee only about $433,813 at 4% or $289,208 at 6%; with 50% employer match about $289,208 at 4% or $192,806 at 6%; with 100% employer match about $216,906 at 4% or $144,604 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Hostetter Financial Group Inc. Safe Harbor 401K Plan | - | 3 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Hostetter Financial Group Inc. Safe Harbor 401K Plan | - | 0 | - | - | - |
| 2005 | 1 | 4 | $246,247 | $0 | - |
| Hostetter Financial Group Inc. Safe Harbor 401K Plan | - | 4 | $246,247 | - | - |
| 2004 | 1 | 3 | $215,141 | $0 | - |
| Hostetter Financial Group Inc. Safe Harbor 401K Plan | - | 3 | $215,141 | - | - |
| 2003 | 1 | 3 | $185,497 | $0 | - |
| Hostetter Financial Group Inc. Safe Harbor 401K Plan | - | 3 | $185,497 | - | - |
| 2002 | 1 | 3 | $0 | $0 | - |
| Hostetter Financial Group Inc. Safe Harbor 401K Plan | - | 3 | - | - | - |