Haas Financial
Plan context: Haas Financial Retirement Savings Plan
EIN 20-2052179 • Sanibel, FL • 12 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$502,545
2025 Contributions
$30,234
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $502,545 | $30,234 | $7,559iApproximate average salary by contribution assumption: employee only about $188,963 at 4% or $125,975 at 6%; with 50% employer match about $125,975 at 4% or $83,983 at 6%; with 100% employer match about $94,481 at 4% or $62,988 at 6%. |
| Haas Financial Retirement Savings Plan | - | 4 | $502,545 | $30,234 | $7,559iApproximate average salary by contribution assumption: employee only about $188,963 at 4% or $125,975 at 6%; with 50% employer match about $125,975 at 4% or $83,983 at 6%; with 100% employer match about $94,481 at 4% or $62,988 at 6%. |
| 2024 | 1 | 5 | $403,189 | $18,501 | $3,700iApproximate average salary by contribution assumption: employee only about $92,505 at 4% or $61,670 at 6%; with 50% employer match about $61,670 at 4% or $41,113 at 6%; with 100% employer match about $46,253 at 4% or $30,835 at 6%. |
| Haas Financial Retirement Savings Plan | - | 5 | $403,189 | $18,501 | $3,700iApproximate average salary by contribution assumption: employee only about $92,505 at 4% or $61,670 at 6%; with 50% employer match about $61,670 at 4% or $41,113 at 6%; with 100% employer match about $46,253 at 4% or $30,835 at 6%. |
| 2023 | 1 | 5 | $370,127 | $32,962 | $6,592iApproximate average salary by contribution assumption: employee only about $164,810 at 4% or $109,873 at 6%; with 50% employer match about $109,873 at 4% or $73,249 at 6%; with 100% employer match about $82,405 at 4% or $54,937 at 6%. |
| Haas Financial Retirement Savings Plan | - | 5 | $370,127 | $32,962 | $6,592iApproximate average salary by contribution assumption: employee only about $164,810 at 4% or $109,873 at 6%; with 50% employer match about $109,873 at 4% or $73,249 at 6%; with 100% employer match about $82,405 at 4% or $54,937 at 6%. |
| 2022 | 1 | 5 | $310,738 | $18,900 | $3,780iApproximate average salary by contribution assumption: employee only about $94,500 at 4% or $63,000 at 6%; with 50% employer match about $63,000 at 4% or $42,000 at 6%; with 100% employer match about $47,250 at 4% or $31,500 at 6%. |
| Haas Financial Retirement Savings Plan | - | 5 | $310,738 | $18,900 | $3,780iApproximate average salary by contribution assumption: employee only about $94,500 at 4% or $63,000 at 6%; with 50% employer match about $63,000 at 4% or $42,000 at 6%; with 100% employer match about $47,250 at 4% or $31,500 at 6%. |
| 2021 | 1 | 5 | $446,381 | $61,916 | $12,383iApproximate average salary by contribution assumption: employee only about $309,580 at 4% or $206,387 at 6%; with 50% employer match about $206,387 at 4% or $137,591 at 6%; with 100% employer match about $154,790 at 4% or $103,193 at 6%. |
| Haas Financial Retirement Savings Plan | - | 5 | $446,381 | $61,916 | $12,383iApproximate average salary by contribution assumption: employee only about $309,580 at 4% or $206,387 at 6%; with 50% employer match about $206,387 at 4% or $137,591 at 6%; with 100% employer match about $154,790 at 4% or $103,193 at 6%. |
| 2020 | 1 | 4 | $321,833 | $14,390 | $3,598iApproximate average salary by contribution assumption: employee only about $89,938 at 4% or $59,958 at 6%; with 50% employer match about $59,958 at 4% or $39,972 at 6%; with 100% employer match about $44,969 at 4% or $29,979 at 6%. |
| Haas Financial Retirement Savings Plan | - | 4 | $321,833 | $14,390 | $3,598iApproximate average salary by contribution assumption: employee only about $89,938 at 4% or $59,958 at 6%; with 50% employer match about $59,958 at 4% or $39,972 at 6%; with 100% employer match about $44,969 at 4% or $29,979 at 6%. |
| 2019 | 1 | 3 | $215,384 | $64,170 | $21,390iApproximate average salary by contribution assumption: employee only about $534,750 at 4% or $356,500 at 6%; with 50% employer match about $356,500 at 4% or $237,667 at 6%; with 100% employer match about $267,375 at 4% or $178,250 at 6%. |
| Haas Financial Retirement Savings Plan | - | 3 | $215,384 | $64,170 | $21,390iApproximate average salary by contribution assumption: employee only about $534,750 at 4% or $356,500 at 6%; with 50% employer match about $356,500 at 4% or $237,667 at 6%; with 100% employer match about $267,375 at 4% or $178,250 at 6%. |
| 2018 | 1 | 4 | $115,249 | $18,861 | $4,715iApproximate average salary by contribution assumption: employee only about $117,881 at 4% or $78,588 at 6%; with 50% employer match about $78,588 at 4% or $52,392 at 6%; with 100% employer match about $58,941 at 4% or $39,294 at 6%. |
| Haas Financial Retirement Savings Plan | - | 4 | $115,249 | $18,861 | $4,715iApproximate average salary by contribution assumption: employee only about $117,881 at 4% or $78,588 at 6%; with 50% employer match about $78,588 at 4% or $52,392 at 6%; with 100% employer match about $58,941 at 4% or $39,294 at 6%. |
| 2017 | 1 | 3 | $113,866 | $11,388 | $3,796iApproximate average salary by contribution assumption: employee only about $94,900 at 4% or $63,267 at 6%; with 50% employer match about $63,267 at 4% or $42,178 at 6%; with 100% employer match about $47,450 at 4% or $31,633 at 6%. |
| Haas Financial Retirement Savings Plan | - | 3 | $113,866 | $11,388 | $3,796iApproximate average salary by contribution assumption: employee only about $94,900 at 4% or $63,267 at 6%; with 50% employer match about $63,267 at 4% or $42,178 at 6%; with 100% employer match about $47,450 at 4% or $31,633 at 6%. |
| 2016 | 1 | 3 | $95,294 | $17,275 | $5,758iApproximate average salary by contribution assumption: employee only about $143,958 at 4% or $95,972 at 6%; with 50% employer match about $95,972 at 4% or $63,981 at 6%; with 100% employer match about $71,979 at 4% or $47,986 at 6%. |
| Haas Financial Retirement Savings Plan | - | 3 | $95,294 | $17,275 | $5,758iApproximate average salary by contribution assumption: employee only about $143,958 at 4% or $95,972 at 6%; with 50% employer match about $95,972 at 4% or $63,981 at 6%; with 100% employer match about $71,979 at 4% or $47,986 at 6%. |
| 2015 | 1 | 3 | $99,321 | $41,644 | $13,881iApproximate average salary by contribution assumption: employee only about $347,033 at 4% or $231,356 at 6%; with 50% employer match about $231,356 at 4% or $154,237 at 6%; with 100% employer match about $173,517 at 4% or $115,678 at 6%. |
| Haas Financial Retirement Savings Plan | - | 3 | $99,321 | $41,644 | $13,881iApproximate average salary by contribution assumption: employee only about $347,033 at 4% or $231,356 at 6%; with 50% employer match about $231,356 at 4% or $154,237 at 6%; with 100% employer match about $173,517 at 4% or $115,678 at 6%. |
| 2014 | 1 | 2 | $59,195 | $58,298 | $29,149iApproximate average salary by contribution assumption: employee only about $728,725 at 4% or $485,817 at 6%; with 50% employer match about $485,817 at 4% or $323,878 at 6%; with 100% employer match about $364,363 at 4% or $242,908 at 6%. |
| Haas Financial Retirement Savings Plan | - | 2 | $59,195 | $58,298 | $29,149iApproximate average salary by contribution assumption: employee only about $728,725 at 4% or $485,817 at 6%; with 50% employer match about $485,817 at 4% or $323,878 at 6%; with 100% employer match about $364,363 at 4% or $242,908 at 6%. |