Haley and Ward Inc.
Plan context: Haley and Ward Inc 401K Plan
EIN 04-2379917 • Maynard, MA • 20 filings • 4 plans
Current Snapshot
Latest Year
2019
2019 Participants
15
2019 Assets
$1,832,859
2019 Contributions
$18,110
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $18,110 | - |
| Haley and Ward Inc 401K Plan | - | 0 | $0 | $18,110 | - |
| 2018 | 1 | 15 | $1,832,859 | $105,139 | $7,009iApproximate average salary by contribution assumption: employee only about $175,232 at 4% or $116,821 at 6%; with 50% employer match about $116,821 at 4% or $77,881 at 6%; with 100% employer match about $87,616 at 4% or $58,411 at 6%. |
| Haley and Ward Inc 401K Plan | - | 15 | $1,832,859 | $105,139 | $7,009iApproximate average salary by contribution assumption: employee only about $175,232 at 4% or $116,821 at 6%; with 50% employer match about $116,821 at 4% or $77,881 at 6%; with 100% employer match about $87,616 at 4% or $58,411 at 6%. |
| 2017 | 1 | 14 | $1,841,021 | $106,444 | $7,603iApproximate average salary by contribution assumption: employee only about $190,079 at 4% or $126,719 at 6%; with 50% employer match about $126,719 at 4% or $84,479 at 6%; with 100% employer match about $95,039 at 4% or $63,360 at 6%. |
| Haley and Ward Inc 401K Plan | - | 14 | $1,841,021 | $106,444 | $7,603iApproximate average salary by contribution assumption: employee only about $190,079 at 4% or $126,719 at 6%; with 50% employer match about $126,719 at 4% or $84,479 at 6%; with 100% employer match about $95,039 at 4% or $63,360 at 6%. |
| 2016 | 1 | 16 | $1,963,346 | $115,762 | $7,235iApproximate average salary by contribution assumption: employee only about $180,878 at 4% or $120,585 at 6%; with 50% employer match about $120,585 at 4% or $80,390 at 6%; with 100% employer match about $90,439 at 4% or $60,293 at 6%. |
| Haley and Ward Inc 401K Plan | - | 16 | $1,963,346 | $115,762 | $7,235iApproximate average salary by contribution assumption: employee only about $180,878 at 4% or $120,585 at 6%; with 50% employer match about $120,585 at 4% or $80,390 at 6%; with 100% employer match about $90,439 at 4% or $60,293 at 6%. |
| 2015 | 1 | 19 | $2,076,616 | $125,847 | $6,624iApproximate average salary by contribution assumption: employee only about $165,588 at 4% or $110,392 at 6%; with 50% employer match about $110,392 at 4% or $73,595 at 6%; with 100% employer match about $82,794 at 4% or $55,196 at 6%. |
| Haley and Ward Inc 401K Plan | - | 19 | $2,076,616 | $125,847 | $6,624iApproximate average salary by contribution assumption: employee only about $165,588 at 4% or $110,392 at 6%; with 50% employer match about $110,392 at 4% or $73,595 at 6%; with 100% employer match about $82,794 at 4% or $55,196 at 6%. |
| 2014 | 1 | 17 | $2,076,655 | $85,848 | $5,050iApproximate average salary by contribution assumption: employee only about $126,247 at 4% or $84,165 at 6%; with 50% employer match about $84,165 at 4% or $56,110 at 6%; with 100% employer match about $63,124 at 4% or $42,082 at 6%. |
| Haley and Ward Inc 401K Plan | - | 17 | $2,076,655 | $85,848 | $5,050iApproximate average salary by contribution assumption: employee only about $126,247 at 4% or $84,165 at 6%; with 50% employer match about $84,165 at 4% or $56,110 at 6%; with 100% employer match about $63,124 at 4% or $42,082 at 6%. |
| 2013 | 1 | 18 | $2,301,054 | $80,766 | $4,487iApproximate average salary by contribution assumption: employee only about $112,175 at 4% or $74,783 at 6%; with 50% employer match about $74,783 at 4% or $49,856 at 6%; with 100% employer match about $56,088 at 4% or $37,392 at 6%. |
| Haley and Ward Inc 401K Plan | - | 18 | $2,301,054 | $80,766 | $4,487iApproximate average salary by contribution assumption: employee only about $112,175 at 4% or $74,783 at 6%; with 50% employer match about $74,783 at 4% or $49,856 at 6%; with 100% employer match about $56,088 at 4% or $37,392 at 6%. |
| 2012 | 1 | 18 | $1,929,749 | $94,414 | $5,245iApproximate average salary by contribution assumption: employee only about $131,131 at 4% or $87,420 at 6%; with 50% employer match about $87,420 at 4% or $58,280 at 6%; with 100% employer match about $65,565 at 4% or $43,710 at 6%. |
| Haley and Ward Inc 401K Plan | - | 18 | $1,929,749 | $94,414 | $5,245iApproximate average salary by contribution assumption: employee only about $131,131 at 4% or $87,420 at 6%; with 50% employer match about $87,420 at 4% or $58,280 at 6%; with 100% employer match about $65,565 at 4% or $43,710 at 6%. |
| 2011 | 1 | 19 | $1,740,839 | $92,943 | $4,892iApproximate average salary by contribution assumption: employee only about $122,293 at 4% or $81,529 at 6%; with 50% employer match about $81,529 at 4% or $54,353 at 6%; with 100% employer match about $61,147 at 4% or $40,764 at 6%. |
| Haley and Ward Inc 401K Plan | - | 19 | $1,740,839 | $92,943 | $4,892iApproximate average salary by contribution assumption: employee only about $122,293 at 4% or $81,529 at 6%; with 50% employer match about $81,529 at 4% or $54,353 at 6%; with 100% employer match about $61,147 at 4% or $40,764 at 6%. |
| 2010 | 1 | 19 | $1,814,188 | $89,477 | $4,709iApproximate average salary by contribution assumption: employee only about $117,733 at 4% or $78,489 at 6%; with 50% employer match about $78,489 at 4% or $52,326 at 6%; with 100% employer match about $58,866 at 4% or $39,244 at 6%. |
| Haley and Ward Inc 401K Plan | - | 19 | $1,814,188 | $89,477 | $4,709iApproximate average salary by contribution assumption: employee only about $117,733 at 4% or $78,489 at 6%; with 50% employer match about $78,489 at 4% or $52,326 at 6%; with 100% employer match about $58,866 at 4% or $39,244 at 6%. |
| 2009 | 1 | 20 | $1,633,772 | $76,698 | $3,835iApproximate average salary by contribution assumption: employee only about $95,873 at 4% or $63,915 at 6%; with 50% employer match about $63,915 at 4% or $42,610 at 6%; with 100% employer match about $47,936 at 4% or $31,958 at 6%. |
| Haley and Ward Inc 401K Plan | - | 20 | $1,633,772 | $76,698 | $3,835iApproximate average salary by contribution assumption: employee only about $95,873 at 4% or $63,915 at 6%; with 50% employer match about $63,915 at 4% or $42,610 at 6%; with 100% employer match about $47,936 at 4% or $31,958 at 6%. |
| 2008 | 1 | 15 | $1,296,509 | $81,980 | $5,465iApproximate average salary by contribution assumption: employee only about $136,633 at 4% or $91,089 at 6%; with 50% employer match about $91,089 at 4% or $60,726 at 6%; with 100% employer match about $68,317 at 4% or $45,544 at 6%. |
| Haley and Ward Inc 401K Plan | - | 15 | $1,296,509 | $81,980 | $5,465iApproximate average salary by contribution assumption: employee only about $136,633 at 4% or $91,089 at 6%; with 50% employer match about $91,089 at 4% or $60,726 at 6%; with 100% employer match about $68,317 at 4% or $45,544 at 6%. |
| 2007 | 1 | 15 | $1,675,538 | $80,918 | $5,395iApproximate average salary by contribution assumption: employee only about $134,863 at 4% or $89,909 at 6%; with 50% employer match about $89,909 at 4% or $59,939 at 6%; with 100% employer match about $67,432 at 4% or $44,954 at 6%. |
| Haley and Ward Inc 401K Plan | - | 15 | $1,675,538 | $80,918 | $5,395iApproximate average salary by contribution assumption: employee only about $134,863 at 4% or $89,909 at 6%; with 50% employer match about $89,909 at 4% or $59,939 at 6%; with 100% employer match about $67,432 at 4% or $44,954 at 6%. |
| 2006 | 1 | 16 | $1,500,414 | $83,011 | $5,188iApproximate average salary by contribution assumption: employee only about $129,705 at 4% or $86,470 at 6%; with 50% employer match about $86,470 at 4% or $57,647 at 6%; with 100% employer match about $64,852 at 4% or $43,235 at 6%. |
| Haley and Ward Inc 401K Plan | - | 16 | $1,500,414 | $83,011 | $5,188iApproximate average salary by contribution assumption: employee only about $129,705 at 4% or $86,470 at 6%; with 50% employer match about $86,470 at 4% or $57,647 at 6%; with 100% employer match about $64,852 at 4% or $43,235 at 6%. |
| 2005 | 1 | 16 | $1,282,241 | $83,011 | $5,188iApproximate average salary by contribution assumption: employee only about $129,705 at 4% or $86,470 at 6%; with 50% employer match about $86,470 at 4% or $57,647 at 6%; with 100% employer match about $64,852 at 4% or $43,235 at 6%. |
| Haley and Ward Inc 401K Plan | - | 16 | $1,282,241 | $83,011 | $5,188iApproximate average salary by contribution assumption: employee only about $129,705 at 4% or $86,470 at 6%; with 50% employer match about $86,470 at 4% or $57,647 at 6%; with 100% employer match about $64,852 at 4% or $43,235 at 6%. |
| 2004 | 1 | 18 | $1,156,461 | $66,878 | $3,715iApproximate average salary by contribution assumption: employee only about $92,886 at 4% or $61,924 at 6%; with 50% employer match about $61,924 at 4% or $41,283 at 6%; with 100% employer match about $46,443 at 4% or $30,962 at 6%. |
| Haley and Ward Inc 401K Plan | - | 18 | $1,156,461 | $66,878 | $3,715iApproximate average salary by contribution assumption: employee only about $92,886 at 4% or $61,924 at 6%; with 50% employer match about $61,924 at 4% or $41,283 at 6%; with 100% employer match about $46,443 at 4% or $30,962 at 6%. |
| 2003 | 1 | 16 | $1,002,303 | $125,471 | $7,842iApproximate average salary by contribution assumption: employee only about $196,048 at 4% or $130,699 at 6%; with 50% employer match about $130,699 at 4% or $87,133 at 6%; with 100% employer match about $98,024 at 4% or $65,349 at 6%. |
| Haley and Ward Inc 401K Plan | - | 16 | $1,002,303 | $125,471 | $7,842iApproximate average salary by contribution assumption: employee only about $196,048 at 4% or $130,699 at 6%; with 50% employer match about $130,699 at 4% or $87,133 at 6%; with 100% employer match about $98,024 at 4% or $65,349 at 6%. |
| 2002 | 1 | 14 | $738,715 | $63,106 | $4,508iApproximate average salary by contribution assumption: employee only about $112,689 at 4% or $75,126 at 6%; with 50% employer match about $75,126 at 4% or $50,084 at 6%; with 100% employer match about $56,345 at 4% or $37,563 at 6%. |
| Haley and Ward Inc 401K Plan | - | 14 | $738,715 | $63,106 | $4,508iApproximate average salary by contribution assumption: employee only about $112,689 at 4% or $75,126 at 6%; with 50% employer match about $75,126 at 4% or $50,084 at 6%; with 100% employer match about $56,345 at 4% or $37,563 at 6%. |
| 2001 | 1 | 14 | $0 | $0 | - |
| Haley and Ward Inc 401K Plan | - | 14 | - | - | - |
| 1999 | 1 | 18 | $1,031,773 | $58,878 | $3,271iApproximate average salary by contribution assumption: employee only about $81,775 at 4% or $54,517 at 6%; with 50% employer match about $54,517 at 4% or $36,344 at 6%; with 100% employer match about $40,888 at 4% or $27,258 at 6%. |
| Haley and Ward Inc 401K Plan | - | 18 | $1,031,773 | $58,878 | $3,271iApproximate average salary by contribution assumption: employee only about $81,775 at 4% or $54,517 at 6%; with 50% employer match about $54,517 at 4% or $36,344 at 6%; with 100% employer match about $40,888 at 4% or $27,258 at 6%. |