The Haberman Insurance Group Inc.
Plan context: Haberman Insurance Group Esop / 401K Ret Plan
EIN 04-2079638 • West Springfield, MA • 26 filings • 5 plans
Current Snapshot
Latest Year
2020
2020 Participants
22
2020 Assets
$1,602,694
2020 Contributions
$2,639
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $2,639 | - |
| Haberman Insurance Group Esop / 401K Ret Plan | - | 0 | $0 | $2,639 | - |
| 2019 | 1 | 22 | $1,602,694 | $84,040 | $3,820iApproximate average salary by contribution assumption: employee only about $95,500 at 4% or $63,667 at 6%; with 50% employer match about $63,667 at 4% or $42,444 at 6%; with 100% employer match about $47,750 at 4% or $31,833 at 6%. |
| Haberman Insurance Group Esop / 401K Ret Plan | - | 22 | $1,602,694 | $84,040 | $3,820iApproximate average salary by contribution assumption: employee only about $95,500 at 4% or $63,667 at 6%; with 50% employer match about $63,667 at 4% or $42,444 at 6%; with 100% employer match about $47,750 at 4% or $31,833 at 6%. |
| 2018 | 1 | 22 | $1,287,880 | $97,725 | $4,442iApproximate average salary by contribution assumption: employee only about $111,051 at 4% or $74,034 at 6%; with 50% employer match about $74,034 at 4% or $49,356 at 6%; with 100% employer match about $55,526 at 4% or $37,017 at 6%. |
| Haberman Insurance Group Esop / 401K Ret Plan | - | 22 | $1,287,880 | $97,725 | $4,442iApproximate average salary by contribution assumption: employee only about $111,051 at 4% or $74,034 at 6%; with 50% employer match about $74,034 at 4% or $49,356 at 6%; with 100% employer match about $55,526 at 4% or $37,017 at 6%. |
| 2017 | 1 | 18 | $1,328,425 | $196,977 | $10,943iApproximate average salary by contribution assumption: employee only about $273,579 at 4% or $182,386 at 6%; with 50% employer match about $182,386 at 4% or $121,591 at 6%; with 100% employer match about $136,790 at 4% or $91,193 at 6%. |
| Haberman Insurance Group Esop / 401K Ret Plan | - | 18 | $1,328,425 | $196,977 | $10,943iApproximate average salary by contribution assumption: employee only about $273,579 at 4% or $182,386 at 6%; with 50% employer match about $182,386 at 4% or $121,591 at 6%; with 100% employer match about $136,790 at 4% or $91,193 at 6%. |
| 2016 | 1 | 16 | $1,043,051 | $26,469 | $1,654iApproximate average salary by contribution assumption: employee only about $41,358 at 4% or $27,572 at 6%; with 50% employer match about $27,572 at 4% or $18,381 at 6%; with 100% employer match about $20,679 at 4% or $13,786 at 6%. |
| Haberman Insurance Group Esop / 401K Ret Plan | - | 16 | $1,043,051 | $26,469 | $1,654iApproximate average salary by contribution assumption: employee only about $41,358 at 4% or $27,572 at 6%; with 50% employer match about $27,572 at 4% or $18,381 at 6%; with 100% employer match about $20,679 at 4% or $13,786 at 6%. |
| 2015 | 1 | 18 | $1,002,738 | $55,684 | $3,094iApproximate average salary by contribution assumption: employee only about $77,339 at 4% or $51,559 at 6%; with 50% employer match about $51,559 at 4% or $34,373 at 6%; with 100% employer match about $38,669 at 4% or $25,780 at 6%. |
| Haberman Insurance Group Esop / 401K Ret Plan | - | 18 | $1,002,738 | $55,684 | $3,094iApproximate average salary by contribution assumption: employee only about $77,339 at 4% or $51,559 at 6%; with 50% employer match about $51,559 at 4% or $34,373 at 6%; with 100% employer match about $38,669 at 4% or $25,780 at 6%. |
| 2014 | 1 | 16 | $1,011,271 | $19,590 | $1,224iApproximate average salary by contribution assumption: employee only about $30,609 at 4% or $20,406 at 6%; with 50% employer match about $20,406 at 4% or $13,604 at 6%; with 100% employer match about $15,305 at 4% or $10,203 at 6%. |
| Haberman Insurance Group Esop / 401K Ret Plan | - | 16 | $1,011,271 | $19,590 | $1,224iApproximate average salary by contribution assumption: employee only about $30,609 at 4% or $20,406 at 6%; with 50% employer match about $20,406 at 4% or $13,604 at 6%; with 100% employer match about $15,305 at 4% or $10,203 at 6%. |
| 2013 | 1 | 17 | $989,703 | $17,888 | $1,052iApproximate average salary by contribution assumption: employee only about $26,306 at 4% or $17,537 at 6%; with 50% employer match about $17,537 at 4% or $11,692 at 6%; with 100% employer match about $13,153 at 4% or $8,769 at 6%. |
| Haberman Insurance Group Esop / 401K Ret Plan | - | 17 | $989,703 | $17,888 | $1,052iApproximate average salary by contribution assumption: employee only about $26,306 at 4% or $17,537 at 6%; with 50% employer match about $17,537 at 4% or $11,692 at 6%; with 100% employer match about $13,153 at 4% or $8,769 at 6%. |
| 2012 | 1 | 17 | $767,125 | $15,292 | $900iApproximate average salary by contribution assumption: employee only about $22,488 at 4% or $14,992 at 6%; with 50% employer match about $14,992 at 4% or $9,995 at 6%; with 100% employer match about $11,244 at 4% or $7,496 at 6%. |
| Haberman Insurance Group Esop / 401K Ret Plan | - | 17 | $767,125 | $15,292 | $900iApproximate average salary by contribution assumption: employee only about $22,488 at 4% or $14,992 at 6%; with 50% employer match about $14,992 at 4% or $9,995 at 6%; with 100% employer match about $11,244 at 4% or $7,496 at 6%. |
| 2011 | 1 | 19 | $643,681 | $15,342 | $807iApproximate average salary by contribution assumption: employee only about $20,187 at 4% or $13,458 at 6%; with 50% employer match about $13,458 at 4% or $8,972 at 6%; with 100% employer match about $10,093 at 4% or $6,729 at 6%. |
| Haberman Insurance Group Esop / 401K Ret Plan | - | 19 | $643,681 | $15,342 | $807iApproximate average salary by contribution assumption: employee only about $20,187 at 4% or $13,458 at 6%; with 50% employer match about $13,458 at 4% or $8,972 at 6%; with 100% employer match about $10,093 at 4% or $6,729 at 6%. |
| 2010 | 1 | 20 | $608,574 | $18,092 | $905iApproximate average salary by contribution assumption: employee only about $22,615 at 4% or $15,077 at 6%; with 50% employer match about $15,077 at 4% or $10,051 at 6%; with 100% employer match about $11,308 at 4% or $7,538 at 6%. |
| Haberman Insurance Group Esop / 401K Ret Plan | - | 20 | $608,574 | $18,092 | $905iApproximate average salary by contribution assumption: employee only about $22,615 at 4% or $15,077 at 6%; with 50% employer match about $15,077 at 4% or $10,051 at 6%; with 100% employer match about $11,308 at 4% or $7,538 at 6%. |
| 2009 | 1 | 20 | $617,642 | $21,682 | $1,084iApproximate average salary by contribution assumption: employee only about $27,102 at 4% or $18,068 at 6%; with 50% employer match about $18,068 at 4% or $12,046 at 6%; with 100% employer match about $13,551 at 4% or $9,034 at 6%. |
| Haberman Insurance Group Esop / 401K Ret Plan | - | 20 | $617,642 | $21,682 | $1,084iApproximate average salary by contribution assumption: employee only about $27,102 at 4% or $18,068 at 6%; with 50% employer match about $18,068 at 4% or $12,046 at 6%; with 100% employer match about $13,551 at 4% or $9,034 at 6%. |
| 2008 | 1 | 21 | $881,246 | $28,607 | $1,362iApproximate average salary by contribution assumption: employee only about $34,056 at 4% or $22,704 at 6%; with 50% employer match about $22,704 at 4% or $15,136 at 6%; with 100% employer match about $17,028 at 4% or $11,352 at 6%. |
| Haberman Insurance Group Esop / 401K Ret Plan | - | 21 | $881,246 | $28,607 | $1,362iApproximate average salary by contribution assumption: employee only about $34,056 at 4% or $22,704 at 6%; with 50% employer match about $22,704 at 4% or $15,136 at 6%; with 100% employer match about $17,028 at 4% or $11,352 at 6%. |
| 2007 | 1 | 22 | $0 | $0 | - |
| Haberman Insurance Group Esop / 401K Ret Plan | - | 22 | - | - | - |
| 2006 | 1 | 29 | $1,448,922 | $147,477 | $5,085iApproximate average salary by contribution assumption: employee only about $127,135 at 4% or $84,757 at 6%; with 50% employer match about $84,757 at 4% or $56,505 at 6%; with 100% employer match about $63,568 at 4% or $42,378 at 6%. |
| Haberman Insurance Group Esop / 401K Ret Plan | - | 29 | $1,448,922 | $147,477 | $5,085iApproximate average salary by contribution assumption: employee only about $127,135 at 4% or $84,757 at 6%; with 50% employer match about $84,757 at 4% or $56,505 at 6%; with 100% employer match about $63,568 at 4% or $42,378 at 6%. |
| 2005 | 1 | 32 | $1,174,344 | $145,612 | $4,550iApproximate average salary by contribution assumption: employee only about $113,759 at 4% or $75,840 at 6%; with 50% employer match about $75,840 at 4% or $50,560 at 6%; with 100% employer match about $56,880 at 4% or $37,920 at 6%. |
| Haberman Insurance Group Esop / 401K Ret Plan | - | 32 | $1,174,344 | $145,612 | $4,550iApproximate average salary by contribution assumption: employee only about $113,759 at 4% or $75,840 at 6%; with 50% employer match about $75,840 at 4% or $50,560 at 6%; with 100% employer match about $56,880 at 4% or $37,920 at 6%. |
| 2004 | 1 | 32 | $903,490 | $148,641 | $4,645iApproximate average salary by contribution assumption: employee only about $116,126 at 4% or $77,417 at 6%; with 50% employer match about $77,417 at 4% or $51,611 at 6%; with 100% employer match about $58,063 at 4% or $38,709 at 6%. |
| Haberman Insurance Group Esop / 401K Ret Plan | - | 32 | $903,490 | $148,641 | $4,645iApproximate average salary by contribution assumption: employee only about $116,126 at 4% or $77,417 at 6%; with 50% employer match about $77,417 at 4% or $51,611 at 6%; with 100% employer match about $58,063 at 4% or $38,709 at 6%. |
| 2003 | 1 | 30 | $864,828 | $148,643 | $4,955iApproximate average salary by contribution assumption: employee only about $123,869 at 4% or $82,579 at 6%; with 50% employer match about $82,579 at 4% or $55,053 at 6%; with 100% employer match about $61,935 at 4% or $41,290 at 6%. |
| Haberman Insurance Group Esop / 401K Ret Plan | - | 30 | $864,828 | $148,643 | $4,955iApproximate average salary by contribution assumption: employee only about $123,869 at 4% or $82,579 at 6%; with 50% employer match about $82,579 at 4% or $55,053 at 6%; with 100% employer match about $61,935 at 4% or $41,290 at 6%. |
| 2002 | 2 | 27 | $0 | $0 | - |
| Haberman Insurance Group Esop Mp Pension Plan | - | 0 | - | - | - |
| Haberman Insurance Group Esop / 401K Ret Plan | - | 27 | - | - | - |
| 2001 | 2 | 28 | $0 | $0 | - |
| Haberman Insurance Group Esop Mp Pension Plan | - | 21 | - | - | - |
| Haberman Insurance Group Esop / 401K Ret Plan | - | 28 | - | - | - |
| 2000 | 2 | 30 | $194,690 | $130,236 | $4,341iApproximate average salary by contribution assumption: employee only about $108,530 at 4% or $72,353 at 6%; with 50% employer match about $72,353 at 4% or $48,236 at 6%; with 100% employer match about $54,265 at 4% or $36,177 at 6%. |
| Haberman Insurance Group Esop / 401K Ret Plan | - | 30 | $113,168 | $70,933 | $2,364iApproximate average salary by contribution assumption: employee only about $59,111 at 4% or $39,407 at 6%; with 50% employer match about $39,407 at 4% or $26,271 at 6%; with 100% employer match about $29,555 at 4% or $19,704 at 6%. |
| Haberman Insurance Group Esop Mp Pension Plan | - | 22 | $81,522 | $59,303 | $2,696iApproximate average salary by contribution assumption: employee only about $67,390 at 4% or $44,927 at 6%; with 50% employer match about $44,927 at 4% or $29,951 at 6%; with 100% employer match about $33,695 at 4% or $22,463 at 6%. |
| 1999 | 2 | 20 | $139,736 | $128,936 | $6,447iApproximate average salary by contribution assumption: employee only about $161,170 at 4% or $107,447 at 6%; with 50% employer match about $107,447 at 4% or $71,631 at 6%; with 100% employer match about $80,585 at 4% or $53,723 at 6%. |
| Haberman Insurance Group Esop / 401K Ret Plan | - | 20 | $78,772 | $69,628 | $3,481iApproximate average salary by contribution assumption: employee only about $87,035 at 4% or $58,023 at 6%; with 50% employer match about $58,023 at 4% or $38,682 at 6%; with 100% employer match about $43,518 at 4% or $29,012 at 6%. |
| Haberman Insurance Group Esop Mp Pension Plan | - | 19 | $60,964 | $59,308 | $3,121iApproximate average salary by contribution assumption: employee only about $78,037 at 4% or $52,025 at 6%; with 50% employer match about $52,025 at 4% or $34,683 at 6%; with 100% employer match about $39,018 at 4% or $26,012 at 6%. |