Civic Intelligence

Bruce a. Haverberg PC.

Plan context: Bruce a. Haverberg, P. C. 401(K) Plan

EIN 04-3452321 • Burlington, MA • 19 filings • 3 plans

200 Summit Drive, Suite #210Burlington, MA 01803
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$919,337

2024 Contributions

$96,046

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,340,803$670,402$0200620162024YearValue
$919,337Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

630200620152024YearValue
4Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202414$919,337$96,046$24,012iApproximate average salary by contribution assumption: employee only about $600,288 at 4% or $400,192 at 6%; with 50% employer match about $400,192 at 4% or $266,794 at 6%; with 100% employer match about $300,144 at 4% or $200,096 at 6%.
Bruce a. Haverberg, P. C. 401(K) Plan-4$919,337$96,046$24,012iApproximate average salary by contribution assumption: employee only about $600,288 at 4% or $400,192 at 6%; with 50% employer match about $400,192 at 4% or $266,794 at 6%; with 100% employer match about $300,144 at 4% or $200,096 at 6%.
202314$814,581$118,882$29,721iApproximate average salary by contribution assumption: employee only about $743,013 at 4% or $495,342 at 6%; with 50% employer match about $495,342 at 4% or $330,228 at 6%; with 100% employer match about $371,506 at 4% or $247,671 at 6%.
Bruce a. Haverberg, P. C. 401(K) Plan-4$814,581$118,882$29,721iApproximate average salary by contribution assumption: employee only about $743,013 at 4% or $495,342 at 6%; with 50% employer match about $495,342 at 4% or $330,228 at 6%; with 100% employer match about $371,506 at 4% or $247,671 at 6%.
202215$726,190$107,491$21,498iApproximate average salary by contribution assumption: employee only about $537,455 at 4% or $358,303 at 6%; with 50% employer match about $358,303 at 4% or $238,869 at 6%; with 100% employer match about $268,728 at 4% or $179,152 at 6%.
Bruce a. Haverberg, P. C. 401(K) Plan-5$726,190$107,491$21,498iApproximate average salary by contribution assumption: employee only about $537,455 at 4% or $358,303 at 6%; with 50% employer match about $358,303 at 4% or $238,869 at 6%; with 100% employer match about $268,728 at 4% or $179,152 at 6%.
202115$787,987$112,133$22,427iApproximate average salary by contribution assumption: employee only about $560,665 at 4% or $373,777 at 6%; with 50% employer match about $373,777 at 4% or $249,184 at 6%; with 100% employer match about $280,333 at 4% or $186,888 at 6%.
Bruce a. Haverberg, P. C. 401(K) Plan-5$787,987$112,133$22,427iApproximate average salary by contribution assumption: employee only about $560,665 at 4% or $373,777 at 6%; with 50% employer match about $373,777 at 4% or $249,184 at 6%; with 100% employer match about $280,333 at 4% or $186,888 at 6%.
202015$817,271$107,069$21,414iApproximate average salary by contribution assumption: employee only about $535,345 at 4% or $356,897 at 6%; with 50% employer match about $356,897 at 4% or $237,931 at 6%; with 100% employer match about $267,673 at 4% or $178,448 at 6%.
Bruce a. Haverberg, P. C. 401(K) Plan-5$817,271$107,069$21,414iApproximate average salary by contribution assumption: employee only about $535,345 at 4% or $356,897 at 6%; with 50% employer match about $356,897 at 4% or $237,931 at 6%; with 100% employer match about $267,673 at 4% or $178,448 at 6%.
201916$636,288$99,384$16,564iApproximate average salary by contribution assumption: employee only about $414,100 at 4% or $276,067 at 6%; with 50% employer match about $276,067 at 4% or $184,044 at 6%; with 100% employer match about $207,050 at 4% or $138,033 at 6%.
Bruce a. Haverberg, P. C. 401(K) Plan-6$636,288$99,384$16,564iApproximate average salary by contribution assumption: employee only about $414,100 at 4% or $276,067 at 6%; with 50% employer match about $276,067 at 4% or $184,044 at 6%; with 100% employer match about $207,050 at 4% or $138,033 at 6%.
201816$726,970$109,953$18,326iApproximate average salary by contribution assumption: employee only about $458,138 at 4% or $305,425 at 6%; with 50% employer match about $305,425 at 4% or $203,617 at 6%; with 100% employer match about $229,069 at 4% or $152,713 at 6%.
Bruce a. Haverberg, P. C. 401(K) Plan-6$726,970$109,953$18,326iApproximate average salary by contribution assumption: employee only about $458,138 at 4% or $305,425 at 6%; with 50% employer match about $305,425 at 4% or $203,617 at 6%; with 100% employer match about $229,069 at 4% or $152,713 at 6%.
201716$783,533$116,155$19,359iApproximate average salary by contribution assumption: employee only about $483,979 at 4% or $322,653 at 6%; with 50% employer match about $322,653 at 4% or $215,102 at 6%; with 100% employer match about $241,990 at 4% or $161,326 at 6%.
Bruce a. Haverberg, P. C. 401(K) Plan-6$783,533$116,155$19,359iApproximate average salary by contribution assumption: employee only about $483,979 at 4% or $322,653 at 6%; with 50% employer match about $322,653 at 4% or $215,102 at 6%; with 100% employer match about $241,990 at 4% or $161,326 at 6%.
201616$884,309$116,065$19,344iApproximate average salary by contribution assumption: employee only about $483,604 at 4% or $322,403 at 6%; with 50% employer match about $322,403 at 4% or $214,935 at 6%; with 100% employer match about $241,802 at 4% or $161,201 at 6%.
Bruce a. Haverberg, P. C. 401(K) Plan-6$884,309$116,065$19,344iApproximate average salary by contribution assumption: employee only about $483,604 at 4% or $322,403 at 6%; with 50% employer match about $322,403 at 4% or $214,935 at 6%; with 100% employer match about $241,802 at 4% or $161,201 at 6%.
201516$1,340,803$109,503$18,251iApproximate average salary by contribution assumption: employee only about $456,263 at 4% or $304,175 at 6%; with 50% employer match about $304,175 at 4% or $202,783 at 6%; with 100% employer match about $228,131 at 4% or $152,088 at 6%.
Bruce a. Haverberg, P. C. 401(K) Plan-6$1,340,803$109,503$18,251iApproximate average salary by contribution assumption: employee only about $456,263 at 4% or $304,175 at 6%; with 50% employer match about $304,175 at 4% or $202,783 at 6%; with 100% employer match about $228,131 at 4% or $152,088 at 6%.
201416$751,589$116,024$19,337iApproximate average salary by contribution assumption: employee only about $483,433 at 4% or $322,289 at 6%; with 50% employer match about $322,289 at 4% or $214,859 at 6%; with 100% employer match about $241,717 at 4% or $161,144 at 6%.
Bruce a. Haverberg, P. C. 401(K) Plan-6$751,589$116,024$19,337iApproximate average salary by contribution assumption: employee only about $483,433 at 4% or $322,289 at 6%; with 50% employer match about $322,289 at 4% or $214,859 at 6%; with 100% employer match about $241,717 at 4% or $161,144 at 6%.
201316$629,558$99,366$16,561iApproximate average salary by contribution assumption: employee only about $414,025 at 4% or $276,017 at 6%; with 50% employer match about $276,017 at 4% or $184,011 at 6%; with 100% employer match about $207,013 at 4% or $138,008 at 6%.
Bruce a. Haverberg, P. C. 401(K) Plan-6$629,558$99,366$16,561iApproximate average salary by contribution assumption: employee only about $414,025 at 4% or $276,017 at 6%; with 50% employer match about $276,017 at 4% or $184,011 at 6%; with 100% employer match about $207,013 at 4% or $138,008 at 6%.
201215$534,200$90,933$18,187iApproximate average salary by contribution assumption: employee only about $454,665 at 4% or $303,110 at 6%; with 50% employer match about $303,110 at 4% or $202,073 at 6%; with 100% employer match about $227,332 at 4% or $151,555 at 6%.
Bruce a. Haverberg, P. C. 401(K) Plan-5$534,200$90,933$18,187iApproximate average salary by contribution assumption: employee only about $454,665 at 4% or $303,110 at 6%; with 50% employer match about $303,110 at 4% or $202,073 at 6%; with 100% employer match about $227,332 at 4% or $151,555 at 6%.
201115$428,013$134,053$26,811iApproximate average salary by contribution assumption: employee only about $670,265 at 4% or $446,843 at 6%; with 50% employer match about $446,843 at 4% or $297,896 at 6%; with 100% employer match about $335,133 at 4% or $223,422 at 6%.
Bruce a. Haverberg, P. C. 401(K) Plan-5$428,013$134,053$26,811iApproximate average salary by contribution assumption: employee only about $670,265 at 4% or $446,843 at 6%; with 50% employer match about $446,843 at 4% or $297,896 at 6%; with 100% employer match about $335,133 at 4% or $223,422 at 6%.
201016$377,164$88,089$14,682iApproximate average salary by contribution assumption: employee only about $367,038 at 4% or $244,692 at 6%; with 50% employer match about $244,692 at 4% or $163,128 at 6%; with 100% employer match about $183,519 at 4% or $122,346 at 6%.
Bruce a. Haverberg, P. C. 401(K) Plan-6$377,164$88,089$14,682iApproximate average salary by contribution assumption: employee only about $367,038 at 4% or $244,692 at 6%; with 50% employer match about $244,692 at 4% or $163,128 at 6%; with 100% employer match about $183,519 at 4% or $122,346 at 6%.
200915$239,915$83,569$16,714iApproximate average salary by contribution assumption: employee only about $417,845 at 4% or $278,563 at 6%; with 50% employer match about $278,563 at 4% or $185,709 at 6%; with 100% employer match about $208,923 at 4% or $139,282 at 6%.
Bruce a. Haverberg, P. C. 401(K) Plan-5$239,915$83,569$16,714iApproximate average salary by contribution assumption: employee only about $417,845 at 4% or $278,563 at 6%; with 50% employer match about $278,563 at 4% or $185,709 at 6%; with 100% employer match about $208,923 at 4% or $139,282 at 6%.
200815$138,184$80,070$16,014iApproximate average salary by contribution assumption: employee only about $400,350 at 4% or $266,900 at 6%; with 50% employer match about $266,900 at 4% or $177,933 at 6%; with 100% employer match about $200,175 at 4% or $133,450 at 6%.
Bruce a. Haverberg, P. C. 401(K) Plan-5$138,184$80,070$16,014iApproximate average salary by contribution assumption: employee only about $400,350 at 4% or $266,900 at 6%; with 50% employer match about $266,900 at 4% or $177,933 at 6%; with 100% employer match about $200,175 at 4% or $133,450 at 6%.
200715$0$0-
Bruce a. Haverberg, P. C. 401(K) Plan-5---
200614$26,329$26,075$6,519iApproximate average salary by contribution assumption: employee only about $162,969 at 4% or $108,646 at 6%; with 50% employer match about $108,646 at 4% or $72,431 at 6%; with 100% employer match about $81,484 at 4% or $54,323 at 6%.
Bruce a. Haverberg, P. C. 401(K) Plan-4$26,329$26,075$6,519iApproximate average salary by contribution assumption: employee only about $162,969 at 4% or $108,646 at 6%; with 50% employer match about $108,646 at 4% or $72,431 at 6%; with 100% employer match about $81,484 at 4% or $54,323 at 6%.
Bruce a. Haverberg PC. | EIN 04-3452321 | 2024 Form 5500 Company Profile