Civic Intelligence

Hafetz and Associates LLC

Plan context: Hafetz and Associates LLC 401K Plan

EIN 20-2067365 • Linwood, NJ • 32 filings • 3 plans

609 New RoadLinwood, NJ 08221
Current Snapshot

Latest Year

2022

2022 Participants

24

2022 Assets

$7,140,109

2022 Contributions

$89,367

Historical Graphs

Total Assets Over Time

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

$7,140,109$3,570,055$0200720142021YearValue
$7,140,109Latest year 2021

Participants Over Time

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

27140200720142021YearValue
24Latest year 2021

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
202220$0$89,367-
Hafetz and Associates LLC 401K Plan-0$0$89,367-
Hafetz and Associates LLC Cash Balance Plan-0$0$0-
2021224$7,140,109$348,714$14,530iApproximate average salary by contribution assumption: employee only about $363,244 at 4% or $242,163 at 6%; with 50% employer match about $242,163 at 4% or $161,442 at 6%; with 100% employer match about $181,622 at 4% or $121,081 at 6%.
Hafetz and Associates LLC 401K Plan-24$5,046,428$261,141$10,881iApproximate average salary by contribution assumption: employee only about $272,022 at 4% or $181,348 at 6%; with 50% employer match about $181,348 at 4% or $120,899 at 6%; with 100% employer match about $136,011 at 4% or $90,674 at 6%.
Hafetz and Associates LLC Cash Balance Plan-24$2,093,681$87,573$3,649iApproximate average salary by contribution assumption: employee only about $91,222 at 4% or $60,815 at 6%; with 50% employer match about $60,815 at 4% or $40,543 at 6%; with 100% employer match about $45,611 at 4% or $30,407 at 6%.
2020224$6,025,950$317,648$13,235iApproximate average salary by contribution assumption: employee only about $330,883 at 4% or $220,589 at 6%; with 50% employer match about $220,589 at 4% or $147,059 at 6%; with 100% employer match about $165,442 at 4% or $110,294 at 6%.
Hafetz and Associates LLC 401K Plan-24$4,204,311$236,630$9,860iApproximate average salary by contribution assumption: employee only about $246,490 at 4% or $164,326 at 6%; with 50% employer match about $164,326 at 4% or $109,551 at 6%; with 100% employer match about $123,245 at 4% or $82,163 at 6%.
Hafetz and Associates LLC Cash Balance Plan-18$1,821,639$81,018$4,501iApproximate average salary by contribution assumption: employee only about $112,525 at 4% or $75,017 at 6%; with 50% employer match about $75,017 at 4% or $50,011 at 6%; with 100% employer match about $56,263 at 4% or $37,508 at 6%.
2019227$4,785,913$316,146$11,709iApproximate average salary by contribution assumption: employee only about $292,728 at 4% or $195,152 at 6%; with 50% employer match about $195,152 at 4% or $130,101 at 6%; with 100% employer match about $146,364 at 4% or $97,576 at 6%.
Hafetz and Associates LLC 401K Plan-27$3,331,090$231,146$8,561iApproximate average salary by contribution assumption: employee only about $214,024 at 4% or $142,683 at 6%; with 50% employer match about $142,683 at 4% or $95,122 at 6%; with 100% employer match about $107,012 at 4% or $71,341 at 6%.
Hafetz and Associates LLC Cash Balance Plan-21$1,454,823$85,000$4,048iApproximate average salary by contribution assumption: employee only about $101,190 at 4% or $67,460 at 6%; with 50% employer match about $67,460 at 4% or $44,974 at 6%; with 100% employer match about $50,595 at 4% or $33,730 at 6%.
2018226$3,634,426$297,010$11,423iApproximate average salary by contribution assumption: employee only about $285,587 at 4% or $190,391 at 6%; with 50% employer match about $190,391 at 4% or $126,927 at 6%; with 100% employer match about $142,793 at 4% or $95,196 at 6%.
Hafetz and Associates LLC 401K Plan-26$2,520,331$210,592$8,100iApproximate average salary by contribution assumption: employee only about $202,492 at 4% or $134,995 at 6%; with 50% employer match about $134,995 at 4% or $89,997 at 6%; with 100% employer match about $101,246 at 4% or $67,497 at 6%.
Hafetz and Associates LLC Cash Balance Plan-21$1,114,095$86,418$4,115iApproximate average salary by contribution assumption: employee only about $102,879 at 4% or $68,586 at 6%; with 50% employer match about $68,586 at 4% or $45,724 at 6%; with 100% employer match about $51,439 at 4% or $34,293 at 6%.
2017222$3,562,312$287,231$13,056iApproximate average salary by contribution assumption: employee only about $326,399 at 4% or $217,599 at 6%; with 50% employer match about $217,599 at 4% or $145,066 at 6%; with 100% employer match about $163,199 at 4% or $108,800 at 6%.
Hafetz and Associates LLC 401K Plan-22$2,489,043$199,301$9,059iApproximate average salary by contribution assumption: employee only about $226,478 at 4% or $150,986 at 6%; with 50% employer match about $150,986 at 4% or $100,657 at 6%; with 100% employer match about $113,239 at 4% or $75,493 at 6%.
Hafetz and Associates LLC Cash Balance Plan-19$1,073,269$87,930$4,628iApproximate average salary by contribution assumption: employee only about $115,697 at 4% or $77,132 at 6%; with 50% employer match about $77,132 at 4% or $51,421 at 6%; with 100% employer match about $57,849 at 4% or $38,566 at 6%.
2016221$2,785,595$276,171$13,151iApproximate average salary by contribution assumption: employee only about $328,775 at 4% or $219,183 at 6%; with 50% employer match about $219,183 at 4% or $146,122 at 6%; with 100% employer match about $164,388 at 4% or $109,592 at 6%.
Hafetz and Associates LLC 401K Plan-21$1,933,968$176,535$8,406iApproximate average salary by contribution assumption: employee only about $210,161 at 4% or $140,107 at 6%; with 50% employer match about $140,107 at 4% or $93,405 at 6%; with 100% employer match about $105,080 at 4% or $70,054 at 6%.
Hafetz and Associates LLC Cash Balance Plan-17$851,627$99,636$5,861iApproximate average salary by contribution assumption: employee only about $146,524 at 4% or $97,682 at 6%; with 50% employer match about $97,682 at 4% or $65,122 at 6%; with 100% employer match about $73,262 at 4% or $48,841 at 6%.
2015217$2,372,746$262,342$15,432iApproximate average salary by contribution assumption: employee only about $385,797 at 4% or $257,198 at 6%; with 50% employer match about $257,198 at 4% or $171,465 at 6%; with 100% employer match about $192,899 at 4% or $128,599 at 6%.
Hafetz and Associates LLC 401K Plan-17$1,660,382$155,655$9,156iApproximate average salary by contribution assumption: employee only about $228,904 at 4% or $152,603 at 6%; with 50% employer match about $152,603 at 4% or $101,735 at 6%; with 100% employer match about $114,452 at 4% or $76,301 at 6%.
Hafetz and Associates LLC Cash Balance Plan-13$712,364$106,687$8,207iApproximate average salary by contribution assumption: employee only about $205,167 at 4% or $136,778 at 6%; with 50% employer match about $136,778 at 4% or $91,185 at 6%; with 100% employer match about $102,584 at 4% or $68,389 at 6%.
2014214$2,096,070$211,968$15,141iApproximate average salary by contribution assumption: employee only about $378,514 at 4% or $252,343 at 6%; with 50% employer match about $252,343 at 4% or $168,229 at 6%; with 100% employer match about $189,257 at 4% or $126,171 at 6%.
Hafetz and Associates LLC 401K Plan-14$1,482,214$139,959$9,997iApproximate average salary by contribution assumption: employee only about $249,927 at 4% or $166,618 at 6%; with 50% employer match about $166,618 at 4% or $111,079 at 6%; with 100% employer match about $124,963 at 4% or $83,309 at 6%.
Hafetz and Associates LLC Cash Balance Plan-14$613,856$72,009$5,144iApproximate average salary by contribution assumption: employee only about $128,588 at 4% or $85,725 at 6%; with 50% employer match about $85,725 at 4% or $57,150 at 6%; with 100% employer match about $64,294 at 4% or $42,863 at 6%.
2013216$1,888,619$191,567$11,973iApproximate average salary by contribution assumption: employee only about $299,323 at 4% or $199,549 at 6%; with 50% employer match about $199,549 at 4% or $133,033 at 6%; with 100% employer match about $149,662 at 4% or $99,774 at 6%.
Hafetz and Associates LLC 401K Plan-16$1,372,667$119,291$7,456iApproximate average salary by contribution assumption: employee only about $186,392 at 4% or $124,261 at 6%; with 50% employer match about $124,261 at 4% or $82,841 at 6%; with 100% employer match about $93,196 at 4% or $62,131 at 6%.
Hafetz and Associates LLC Cash Balance Plan-12$515,952$72,276$6,023iApproximate average salary by contribution assumption: employee only about $150,575 at 4% or $100,383 at 6%; with 50% employer match about $100,383 at 4% or $66,922 at 6%; with 100% employer match about $75,288 at 4% or $50,192 at 6%.
2012213$1,377,581$183,049$14,081iApproximate average salary by contribution assumption: employee only about $352,017 at 4% or $234,678 at 6%; with 50% employer match about $234,678 at 4% or $156,452 at 6%; with 100% employer match about $176,009 at 4% or $117,339 at 6%.
Hafetz and Associates LLC 401K Plan-13$988,641$112,144$8,626iApproximate average salary by contribution assumption: employee only about $215,662 at 4% or $143,774 at 6%; with 50% employer match about $143,774 at 4% or $95,850 at 6%; with 100% employer match about $107,831 at 4% or $71,887 at 6%.
Hafetz and Associates LLC Cash Balance Plan-13$388,940$70,905$5,454iApproximate average salary by contribution assumption: employee only about $136,356 at 4% or $90,904 at 6%; with 50% employer match about $90,904 at 4% or $60,603 at 6%; with 100% employer match about $68,178 at 4% or $45,452 at 6%.
2011213$1,061,787$174,181$13,399iApproximate average salary by contribution assumption: employee only about $334,963 at 4% or $223,309 at 6%; with 50% employer match about $223,309 at 4% or $148,873 at 6%; with 100% employer match about $167,482 at 4% or $111,654 at 6%.
Hafetz and Associates LLC 401K Plan-13$755,915$113,451$8,727iApproximate average salary by contribution assumption: employee only about $218,175 at 4% or $145,450 at 6%; with 50% employer match about $145,450 at 4% or $96,967 at 6%; with 100% employer match about $109,088 at 4% or $72,725 at 6%.
Hafetz and Associates LLC Cash Balance Plan-13$305,872$60,730$4,672iApproximate average salary by contribution assumption: employee only about $116,788 at 4% or $77,859 at 6%; with 50% employer match about $77,859 at 4% or $51,906 at 6%; with 100% employer match about $58,394 at 4% or $38,929 at 6%.
2010211$912,404$159,113$14,465iApproximate average salary by contribution assumption: employee only about $361,620 at 4% or $241,080 at 6%; with 50% employer match about $241,080 at 4% or $160,720 at 6%; with 100% employer match about $180,810 at 4% or $120,540 at 6%.
Hafetz and Associates LLC 401K Plan-11$666,838$98,201$8,927iApproximate average salary by contribution assumption: employee only about $223,184 at 4% or $148,789 at 6%; with 50% employer match about $148,789 at 4% or $99,193 at 6%; with 100% employer match about $111,592 at 4% or $74,395 at 6%.
Hafetz and Associates LLC Cash Balance Plan-11$245,566$60,912$5,537iApproximate average salary by contribution assumption: employee only about $138,436 at 4% or $92,291 at 6%; with 50% employer match about $92,291 at 4% or $61,527 at 6%; with 100% employer match about $69,218 at 4% or $46,145 at 6%.
2009210$681,181$155,131$15,513iApproximate average salary by contribution assumption: employee only about $387,828 at 4% or $258,552 at 6%; with 50% employer match about $258,552 at 4% or $172,368 at 6%; with 100% employer match about $193,914 at 4% or $129,276 at 6%.
Hafetz and Associates LLC 401K Plan-10$504,044$92,179$9,218iApproximate average salary by contribution assumption: employee only about $230,448 at 4% or $153,632 at 6%; with 50% employer match about $153,632 at 4% or $102,421 at 6%; with 100% employer match about $115,224 at 4% or $76,816 at 6%.
Hafetz and Associates LLC Cash Balance Plan-10$177,137$62,952$6,295iApproximate average salary by contribution assumption: employee only about $157,380 at 4% or $104,920 at 6%; with 50% employer match about $104,920 at 4% or $69,947 at 6%; with 100% employer match about $78,690 at 4% or $52,460 at 6%.
200828$419,641$168,314$21,039iApproximate average salary by contribution assumption: employee only about $525,981 at 4% or $350,654 at 6%; with 50% employer match about $350,654 at 4% or $233,769 at 6%; with 100% employer match about $262,991 at 4% or $175,327 at 6%.
Hafetz and Associates LLC 401K Plan-8$313,079$115,804$14,476iApproximate average salary by contribution assumption: employee only about $361,888 at 4% or $241,258 at 6%; with 50% employer match about $241,258 at 4% or $160,839 at 6%; with 100% employer match about $180,944 at 4% or $120,629 at 6%.
Hafetz and Associates LLC Cash Balance Plan-8$106,562$52,510$6,564iApproximate average salary by contribution assumption: employee only about $164,094 at 4% or $109,396 at 6%; with 50% employer match about $109,396 at 4% or $72,931 at 6%; with 100% employer match about $82,047 at 4% or $54,698 at 6%.
200728$374,557$357,835$44,729iApproximate average salary by contribution assumption: employee only about $1,118,234 at 4% or $745,490 at 6%; with 50% employer match about $745,490 at 4% or $496,993 at 6%; with 100% employer match about $559,117 at 4% or $372,745 at 6%.
Hafetz and Associates LLC 401K Plan-8$319,061$304,120$38,015iApproximate average salary by contribution assumption: employee only about $950,375 at 4% or $633,583 at 6%; with 50% employer match about $633,583 at 4% or $422,389 at 6%; with 100% employer match about $475,188 at 4% or $316,792 at 6%.
Hafetz and Associates LLC Cash Balance Plan-8$55,496$53,715$6,714iApproximate average salary by contribution assumption: employee only about $167,859 at 4% or $111,906 at 6%; with 50% employer match about $111,906 at 4% or $74,604 at 6%; with 100% employer match about $83,930 at 4% or $55,953 at 6%.