Herbert Financial Group, LLC

Michigan

Registered In

01/26/2000

Incorp. Date

Company Summary

Herbert Financial Group, LLC in Michigan lists Timothy G Herbert of Auburn Hills, MI.

Timothy G Herbert Registered Agent

2701 CAMBRIDGE CT STE 530, AUBURN HILLS, MI 48326 (Mailing)

Form 5500

2701 Cambridge Ct., No 530, Auburn Hills, Mi 48326 (248) 482-2600 EIN:47-5207058 Plan Admin:Kara Herbert

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameHERBERT FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 16 Assets BOY/EOY$0 / $0	2023	HERBERT FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001	14 / 16	$0 / $0
2022	Plan NameHERBERT FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 14 Assets BOY/EOY$0 / $0	2022	HERBERT FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001	11 / 14	$0 / $0
2021	Plan NameHERBERT FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$0 / $0	2021	HERBERT FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001	12 / 11	$0 / $0
2020	Plan NameHERBERT FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 12 Assets BOY/EOY$0 / $0	2020	HERBERT FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001	10 / 12	$0 / $0
2019	Plan NameHERBERT FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 10 Assets BOY/EOY$0 / $0	2019	HERBERT FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001	11 / 10	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

2701 Cambridge Court, Suite 530, Auburn Hills, MI 48326-2510 Ethnicity:Not Hispanic or Latino Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
06/23/2020	Approved$170,200 Forgiven$171,879 LenderOptus Bank Jobs12	06/23/2020	$170,200	$171,879	Optus Bank	12

PPP Loans based on Paycheck Protection Program.

Person City Match:Auburn Hills, MI

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The following government agencies have contributed data:

Department of Licensing and Regulatory Affairs U.S. Department of Labor U.S. Small Business Administration

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