Havis Shields Equipment Corp.
Plan context: Havis-Shields Equipment Corp. Savings and Retirement Plan
EIN 23-1664329 • 42 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
448
2025 Assets
$38,051,897
2025 Contributions
$3,231,197
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 | 448 | $0 | $0 | - |
| Havis Inc. Premium Conversion Plan | - | 448 | - | - | - |
| 2024 | 2 | 426 | $38,051,897 | $3,231,197 | $7,585iApproximate average salary by contribution assumption: employee only about $189,624 at 4% or $126,416 at 6%; with 50% employer match about $126,416 at 4% or $84,277 at 6%; with 100% employer match about $94,812 at 4% or $63,208 at 6%. |
| Havis-Shields Equipment Corp. Savings and Retirement Plan | - | 425 | $38,051,897 | $3,231,197 | $7,603iApproximate average salary by contribution assumption: employee only about $190,070 at 4% or $126,714 at 6%; with 50% employer match about $126,714 at 4% or $84,476 at 6%; with 100% employer match about $95,035 at 4% or $63,357 at 6%. |
| Havis Inc. Premium Conversion Plan | - | 426 | - | - | - |
| 2023 | 2 | 407 | $31,265,343 | $3,096,601 | $7,608iApproximate average salary by contribution assumption: employee only about $190,209 at 4% or $126,806 at 6%; with 50% employer match about $126,806 at 4% or $84,537 at 6%; with 100% employer match about $95,104 at 4% or $63,403 at 6%. |
| Havis-Shields Equipment Corp. Savings and Retirement Plan | - | 407 | $31,265,343 | $3,096,601 | $7,608iApproximate average salary by contribution assumption: employee only about $190,209 at 4% or $126,806 at 6%; with 50% employer match about $126,806 at 4% or $84,537 at 6%; with 100% employer match about $95,104 at 4% or $63,403 at 6%. |
| Havis Inc. Premium Conversion Plan | - | 402 | - | - | - |
| 2022 | 2 | 313 | $25,151,991 | $1,738,763 | $5,555iApproximate average salary by contribution assumption: employee only about $138,879 at 4% or $92,586 at 6%; with 50% employer match about $92,586 at 4% or $61,724 at 6%; with 100% employer match about $69,439 at 4% or $46,293 at 6%. |
| Havis-Shields Equipment Corp. Savings and Retirement Plan | - | 313 | $25,151,991 | $1,738,763 | $5,555iApproximate average salary by contribution assumption: employee only about $138,879 at 4% or $92,586 at 6%; with 50% employer match about $92,586 at 4% or $61,724 at 6%; with 100% employer match about $69,439 at 4% or $46,293 at 6%. |
| Havis Inc. Premium Conversion Plan | - | 225 | - | - | - |
| 2021 | 2 | 287 | $23,761,438 | $1,751,636 | $6,103iApproximate average salary by contribution assumption: employee only about $152,582 at 4% or $101,721 at 6%; with 50% employer match about $101,721 at 4% or $67,814 at 6%; with 100% employer match about $76,291 at 4% or $50,861 at 6%. |
| Havis-Shields Equipment Corp. Savings and Retirement Plan | - | 287 | $23,761,438 | $1,751,636 | $6,103iApproximate average salary by contribution assumption: employee only about $152,582 at 4% or $101,721 at 6%; with 50% employer match about $101,721 at 4% or $67,814 at 6%; with 100% employer match about $76,291 at 4% or $50,861 at 6%. |
| Havis Inc. Premium Conversion Plan | - | 217 | - | - | - |
| 2020 | 2 | 308 | $19,641,935 | $1,560,061 | $5,065iApproximate average salary by contribution assumption: employee only about $126,628 at 4% or $84,419 at 6%; with 50% employer match about $84,419 at 4% or $56,279 at 6%; with 100% employer match about $63,314 at 4% or $42,209 at 6%. |
| Havis-Shields Equipment Corp. Savings and Retirement Plan | - | 308 | $19,641,935 | $1,560,061 | $5,065iApproximate average salary by contribution assumption: employee only about $126,628 at 4% or $84,419 at 6%; with 50% employer match about $84,419 at 4% or $56,279 at 6%; with 100% employer match about $63,314 at 4% or $42,209 at 6%. |
| Havis Inc. Premium Conversion Plan | - | 231 | - | - | - |
| 2019 | 2 | 296 | $15,138,467 | $1,281,914 | $4,331iApproximate average salary by contribution assumption: employee only about $108,270 at 4% or $72,180 at 6%; with 50% employer match about $72,180 at 4% or $48,120 at 6%; with 100% employer match about $54,135 at 4% or $36,090 at 6%. |
| Havis-Shields Equipment Corp. Savings and Retirement Plan | - | 296 | $15,138,467 | $1,281,914 | $4,331iApproximate average salary by contribution assumption: employee only about $108,270 at 4% or $72,180 at 6%; with 50% employer match about $72,180 at 4% or $48,120 at 6%; with 100% employer match about $54,135 at 4% or $36,090 at 6%. |
| Havis Inc. Premium Conversion Plan | - | 290 | - | - | - |
| 2018 | 2 | 294 | $11,892,367 | $1,211,926 | $4,122iApproximate average salary by contribution assumption: employee only about $103,055 at 4% or $68,703 at 6%; with 50% employer match about $68,703 at 4% or $45,802 at 6%; with 100% employer match about $51,527 at 4% or $34,352 at 6%. |
| Havis-Shields Equipment Corp. Savings and Retirement Plan | - | 291 | $11,892,367 | $1,211,926 | $4,165iApproximate average salary by contribution assumption: employee only about $104,117 at 4% or $69,412 at 6%; with 50% employer match about $69,412 at 4% or $46,274 at 6%; with 100% employer match about $52,059 at 4% or $34,706 at 6%. |
| Havis Inc. Premium Conversion Plan | - | 294 | - | - | - |
| 2017 | 2 | 282 | $11,827,510 | $1,026,255 | $3,639iApproximate average salary by contribution assumption: employee only about $90,980 at 4% or $60,653 at 6%; with 50% employer match about $60,653 at 4% or $40,436 at 6%; with 100% employer match about $45,490 at 4% or $30,327 at 6%. |
| Havis-Shields Equipment Corp. Savings and Retirement Plan | - | 282 | $11,827,510 | $1,026,255 | $3,639iApproximate average salary by contribution assumption: employee only about $90,980 at 4% or $60,653 at 6%; with 50% employer match about $60,653 at 4% or $40,436 at 6%; with 100% employer match about $45,490 at 4% or $30,327 at 6%. |
| Havis Inc. Premium Conversion Plan | - | 278 | - | - | - |
| 2016 | 2 | 293 | $9,351,293 | $1,063,484 | $3,630iApproximate average salary by contribution assumption: employee only about $90,741 at 4% or $60,494 at 6%; with 50% employer match about $60,494 at 4% or $40,329 at 6%; with 100% employer match about $45,370 at 4% or $30,247 at 6%. |
| Havis-Shields Equipment Corp. Savings and Retirement Plan | - | 293 | $9,351,293 | $1,063,484 | $3,630iApproximate average salary by contribution assumption: employee only about $90,741 at 4% or $60,494 at 6%; with 50% employer match about $60,494 at 4% or $40,329 at 6%; with 100% employer match about $45,370 at 4% or $30,247 at 6%. |
| Havis Inc. Premium Conversion Plan | - | 289 | - | - | - |
| 2015 | 2 | 235 | $8,245,427 | $892,249 | $3,797iApproximate average salary by contribution assumption: employee only about $94,920 at 4% or $63,280 at 6%; with 50% employer match about $63,280 at 4% or $42,187 at 6%; with 100% employer match about $47,460 at 4% or $31,640 at 6%. |
| Havis-Shields Equipment Corp. Savings and Retirement Plan | - | 235 | $8,245,427 | $892,249 | $3,797iApproximate average salary by contribution assumption: employee only about $94,920 at 4% or $63,280 at 6%; with 50% employer match about $63,280 at 4% or $42,187 at 6%; with 100% employer match about $47,460 at 4% or $31,640 at 6%. |
| Havis Inc. Premium Conversion Plan | - | 164 | - | - | - |
| 2014 | 2 | 203 | $8,036,043 | $1,050,569 | $5,175iApproximate average salary by contribution assumption: employee only about $129,380 at 4% or $86,254 at 6%; with 50% employer match about $86,254 at 4% or $57,502 at 6%; with 100% employer match about $64,690 at 4% or $43,127 at 6%. |
| Havis-Shields Equipment Corp. Savings and Retirement Plan | - | 203 | $8,036,043 | $1,050,569 | $5,175iApproximate average salary by contribution assumption: employee only about $129,380 at 4% or $86,254 at 6%; with 50% employer match about $86,254 at 4% or $57,502 at 6%; with 100% employer match about $64,690 at 4% or $43,127 at 6%. |
| Havis Inc. Premium Conversion Plan | - | 164 | - | - | - |
| 2013 | 2 | 176 | $6,879,140 | $566,890 | $3,221iApproximate average salary by contribution assumption: employee only about $80,524 at 4% or $53,683 at 6%; with 50% employer match about $53,683 at 4% or $35,789 at 6%; with 100% employer match about $40,262 at 4% or $26,841 at 6%. |
| Havis-Shields Equipment Corp. Savings and Retirement Plan | - | 176 | $6,879,140 | $566,890 | $3,221iApproximate average salary by contribution assumption: employee only about $80,524 at 4% or $53,683 at 6%; with 50% employer match about $53,683 at 4% or $35,789 at 6%; with 100% employer match about $40,262 at 4% or $26,841 at 6%. |
| Havis Inc. Premium Conversion Plan | - | 164 | - | - | - |
| 2012 | 2 | 162 | $5,280,558 | $570,844 | $3,524iApproximate average salary by contribution assumption: employee only about $88,093 at 4% or $58,729 at 6%; with 50% employer match about $58,729 at 4% or $39,153 at 6%; with 100% employer match about $44,047 at 4% or $29,364 at 6%. |
| Havis-Shields Equipment Corp. Savings and Retirement Plan | - | 159 | $5,280,558 | $570,844 | $3,590iApproximate average salary by contribution assumption: employee only about $89,755 at 4% or $59,837 at 6%; with 50% employer match about $59,837 at 4% or $39,891 at 6%; with 100% employer match about $44,878 at 4% or $29,918 at 6%. |
| Havis Inc. Premium Conversion Plan | - | 162 | - | - | - |
| 2011 | 2 | 149 | $4,686,318 | $466,584 | $3,131iApproximate average salary by contribution assumption: employee only about $78,286 at 4% or $52,191 at 6%; with 50% employer match about $52,191 at 4% or $34,794 at 6%; with 100% employer match about $39,143 at 4% or $26,095 at 6%. |
| Havis-Shields Equipment Corp. Savings and Retirement Plan | - | 149 | $4,686,318 | $466,584 | $3,131iApproximate average salary by contribution assumption: employee only about $78,286 at 4% or $52,191 at 6%; with 50% employer match about $52,191 at 4% or $34,794 at 6%; with 100% employer match about $39,143 at 4% or $26,095 at 6%. |
| Havis Inc. Premium Conversion Plan | - | 148 | - | - | - |
| 2010 | 2 | 146 | $4,858,506 | $567,149 | $3,885iApproximate average salary by contribution assumption: employee only about $97,115 at 4% or $64,743 at 6%; with 50% employer match about $64,743 at 4% or $43,162 at 6%; with 100% employer match about $48,557 at 4% or $32,372 at 6%. |
| Havis-Shields Equipment Corp. Savings and Retirement Plan | - | 145 | $4,858,506 | $567,149 | $3,911iApproximate average salary by contribution assumption: employee only about $97,784 at 4% or $65,190 at 6%; with 50% employer match about $65,190 at 4% or $43,460 at 6%; with 100% employer match about $48,892 at 4% or $32,595 at 6%. |
| Havis Inc. Premium Conversion Plan | - | 146 | - | - | - |
| 2009 | 2 | 121 | $3,887,859 | $611,704 | $5,055iApproximate average salary by contribution assumption: employee only about $126,385 at 4% or $84,257 at 6%; with 50% employer match about $84,257 at 4% or $56,171 at 6%; with 100% employer match about $63,193 at 4% or $42,128 at 6%. |
| Havis-Shields Equipment Corp. Savings and Retirement Plan | - | 121 | $3,887,859 | $611,704 | $5,055iApproximate average salary by contribution assumption: employee only about $126,385 at 4% or $84,257 at 6%; with 50% employer match about $84,257 at 4% or $56,171 at 6%; with 100% employer match about $63,193 at 4% or $42,128 at 6%. |
| Havis-Shields Equipment Corp. Savings and Retirement Plan | - | - | - | - | - |
| 2007 | 1 | 87 | $0 | $0 | - |
| Havis-Shields Equipment Corp. Savings and Retirement Plan | - | 87 | - | - | - |
| 2006 | 1 | 86 | $0 | $0 | - |
| Havis-Shields Equipment Corp. Savings and Retirement Plan | - | 86 | - | - | - |
| 2005 | 1 | 79 | $2,454,099 | $400,686 | $5,072iApproximate average salary by contribution assumption: employee only about $126,799 at 4% or $84,533 at 6%; with 50% employer match about $84,533 at 4% or $56,355 at 6%; with 100% employer match about $63,400 at 4% or $42,266 at 6%. |
| Havis-Shields Equipment Corp. Savings and Retirement Plan | - | 79 | $2,454,099 | $400,686 | $5,072iApproximate average salary by contribution assumption: employee only about $126,799 at 4% or $84,533 at 6%; with 50% employer match about $84,533 at 4% or $56,355 at 6%; with 100% employer match about $63,400 at 4% or $42,266 at 6%. |
| 2004 | 1 | 69 | $2,079,145 | $413,728 | $5,996iApproximate average salary by contribution assumption: employee only about $149,901 at 4% or $99,934 at 6%; with 50% employer match about $99,934 at 4% or $66,623 at 6%; with 100% employer match about $74,951 at 4% or $49,967 at 6%. |
| Havis-Shields Equipment Corp. Savings and Retirement Plan | - | 69 | $2,079,145 | $413,728 | $5,996iApproximate average salary by contribution assumption: employee only about $149,901 at 4% or $99,934 at 6%; with 50% employer match about $99,934 at 4% or $66,623 at 6%; with 100% employer match about $74,951 at 4% or $49,967 at 6%. |
| 2003 | 1 | 59 | $1,584,700 | $174,851 | $2,964iApproximate average salary by contribution assumption: employee only about $74,089 at 4% or $49,393 at 6%; with 50% employer match about $49,393 at 4% or $32,929 at 6%; with 100% employer match about $37,045 at 4% or $24,696 at 6%. |
| Havis-Shields Equipment Corp. Savings and Retirement Plan | - | 59 | $1,584,700 | $174,851 | $2,964iApproximate average salary by contribution assumption: employee only about $74,089 at 4% or $49,393 at 6%; with 50% employer match about $49,393 at 4% or $32,929 at 6%; with 100% employer match about $37,045 at 4% or $24,696 at 6%. |
| 2002 | 1 | 67 | $1,275,099 | $176,927 | $2,641iApproximate average salary by contribution assumption: employee only about $66,018 at 4% or $44,012 at 6%; with 50% employer match about $44,012 at 4% or $29,341 at 6%; with 100% employer match about $33,009 at 4% or $22,006 at 6%. |
| Havis-Shields Equipment Corp. Savings and Retirement Plan | - | 67 | $1,275,099 | $176,927 | $2,641iApproximate average salary by contribution assumption: employee only about $66,018 at 4% or $44,012 at 6%; with 50% employer match about $44,012 at 4% or $29,341 at 6%; with 100% employer match about $33,009 at 4% or $22,006 at 6%. |
| 2001 | 1 | 65 | $1,321,493 | $313,967 | $4,830iApproximate average salary by contribution assumption: employee only about $120,757 at 4% or $80,504 at 6%; with 50% employer match about $80,504 at 4% or $53,670 at 6%; with 100% employer match about $60,378 at 4% or $40,252 at 6%. |
| Havis-Shields Equipment Corp. Savings and Retirement Plan | - | 65 | $1,321,493 | $313,967 | $4,830iApproximate average salary by contribution assumption: employee only about $120,757 at 4% or $80,504 at 6%; with 50% employer match about $80,504 at 4% or $53,670 at 6%; with 100% employer match about $60,378 at 4% or $40,252 at 6%. |
| 2000 | 1 | 66 | $1,129,839 | $343,297 | $5,201iApproximate average salary by contribution assumption: employee only about $130,037 at 4% or $86,691 at 6%; with 50% employer match about $86,691 at 4% or $57,794 at 6%; with 100% employer match about $65,018 at 4% or $43,346 at 6%. |
| Havis-Shields Equipment Corp. Savings and Retirement Plan | - | 66 | $1,129,839 | $343,297 | $5,201iApproximate average salary by contribution assumption: employee only about $130,037 at 4% or $86,691 at 6%; with 50% employer match about $86,691 at 4% or $57,794 at 6%; with 100% employer match about $65,018 at 4% or $43,346 at 6%. |
| 1999 | 1 | 65 | $855,412 | $293,778 | $4,520iApproximate average salary by contribution assumption: employee only about $112,992 at 4% or $75,328 at 6%; with 50% employer match about $75,328 at 4% or $50,218 at 6%; with 100% employer match about $56,496 at 4% or $37,664 at 6%. |
| Havis-Shields Equipment Corp. Savings and Retirement Plan | - | 65 | $855,412 | $293,778 | $4,520iApproximate average salary by contribution assumption: employee only about $112,992 at 4% or $75,328 at 6%; with 50% employer match about $75,328 at 4% or $50,218 at 6%; with 100% employer match about $56,496 at 4% or $37,664 at 6%. |