Civic Intelligence

Edward J. Haggerty, P.C.

Plan context: Edward J. Haggerty PC. Pension Plan

EIN 20-1537484 • Diamond Bar, CA • 15 filings • 1 plans

20955 Pathfinder Road, Suite 100Diamond Bar, CA 91765
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$594,198

2019 Contributions

$10,000

Historical Graphs

Total Assets Over Time

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

$594,198$297,099$0200520122019YearValue
$594,198Latest year 2019

Participants Over Time

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

210200520122019YearValue
2Latest year 2019

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
201912$594,198$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Edward J. Haggerty PC. Pension Plan-2$594,198$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201812$530,687$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Edward J. Haggerty PC. Pension Plan-2$530,687$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
201712$546,827$69,489$34,745iApproximate average salary by contribution assumption: employee only about $868,613 at 4% or $579,075 at 6%; with 50% employer match about $579,075 at 4% or $386,050 at 6%; with 100% employer match about $434,306 at 4% or $289,538 at 6%.
Edward J. Haggerty PC. Pension Plan-2$546,827$69,489$34,745iApproximate average salary by contribution assumption: employee only about $868,613 at 4% or $579,075 at 6%; with 50% employer match about $579,075 at 4% or $386,050 at 6%; with 100% employer match about $434,306 at 4% or $289,538 at 6%.
201612$507,052$0-
Edward J. Haggerty PC. Pension Plan-2$507,052$0-
201512$507,312$0-
Edward J. Haggerty PC. Pension Plan-2$507,312$0-
201412$516,793$46,500$23,250iApproximate average salary by contribution assumption: employee only about $581,250 at 4% or $387,500 at 6%; with 50% employer match about $387,500 at 4% or $258,333 at 6%; with 100% employer match about $290,625 at 4% or $193,750 at 6%.
Edward J. Haggerty PC. Pension Plan-2$516,793$46,500$23,250iApproximate average salary by contribution assumption: employee only about $581,250 at 4% or $387,500 at 6%; with 50% employer match about $387,500 at 4% or $258,333 at 6%; with 100% employer match about $290,625 at 4% or $193,750 at 6%.
201312$454,467$0-
Edward J. Haggerty PC. Pension Plan-2$454,467--
201212$408,946$0-
Edward J. Haggerty PC. Pension Plan-2$408,946--
201112$375,902$122,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
Edward J. Haggerty PC. Pension Plan-2$375,902$122,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
201012$260,124$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Edward J. Haggerty PC. Pension Plan-2$260,124$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200912$235,449$33,000$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
Edward J. Haggerty PC. Pension Plan-2$235,449$33,000$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
200812$205,361$11,200$5,600iApproximate average salary by contribution assumption: employee only about $140,000 at 4% or $93,333 at 6%; with 50% employer match about $93,333 at 4% or $62,222 at 6%; with 100% employer match about $70,000 at 4% or $46,667 at 6%.
Edward J. Haggerty PC. Pension Plan-2$205,361$11,200$5,600iApproximate average salary by contribution assumption: employee only about $140,000 at 4% or $93,333 at 6%; with 50% employer match about $93,333 at 4% or $62,222 at 6%; with 100% employer match about $70,000 at 4% or $46,667 at 6%.
200712$221,482$43,800$21,900iApproximate average salary by contribution assumption: employee only about $547,500 at 4% or $365,000 at 6%; with 50% employer match about $365,000 at 4% or $243,333 at 6%; with 100% employer match about $273,750 at 4% or $182,500 at 6%.
Edward J. Haggerty PC. Pension Plan-2$221,482$43,800$21,900iApproximate average salary by contribution assumption: employee only about $547,500 at 4% or $365,000 at 6%; with 50% employer match about $365,000 at 4% or $243,333 at 6%; with 100% employer match about $273,750 at 4% or $182,500 at 6%.
200612$173,784$115,318$57,659iApproximate average salary by contribution assumption: employee only about $1,441,475 at 4% or $960,983 at 6%; with 50% employer match about $960,983 at 4% or $640,656 at 6%; with 100% employer match about $720,738 at 4% or $480,492 at 6%.
Edward J. Haggerty PC. Pension Plan-2$173,784$115,318$57,659iApproximate average salary by contribution assumption: employee only about $1,441,475 at 4% or $960,983 at 6%; with 50% employer match about $960,983 at 4% or $640,656 at 6%; with 100% employer match about $720,738 at 4% or $480,492 at 6%.
200512$28,000$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%.
Edward J. Haggerty PC. Pension Plan-2$28,000$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%.