Civic Intelligence

Haley Strategic Partners LLC

Plan context: Haley Strategic Partners LLC 401(K) Plan

EIN 27-4686868 • Scottsdale, AZ • 9 filings • 1 plans

16655 N 90 St Ste 100Scottsdale, AZ 85260
Current Snapshot

Latest Year

2024

2024 Participants

25

2024 Assets

$898,705

2024 Contributions

$140,553

Historical Graphs

Total Assets Over Time

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

$898,705$449,353$0201620202024YearValue
$898,705Latest year 2024

Participants Over Time

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

25130201620202024YearValue
25Latest 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
2024125$898,705$140,553$5,622iApproximate average salary by contribution assumption: employee only about $140,553 at 4% or $93,702 at 6%; with 50% employer match about $93,702 at 4% or $62,468 at 6%; with 100% employer match about $70,277 at 4% or $46,851 at 6%.
Haley Strategic Partners LLC 401(K) Plan-25$898,705$140,553$5,622iApproximate average salary by contribution assumption: employee only about $140,553 at 4% or $93,702 at 6%; with 50% employer match about $93,702 at 4% or $62,468 at 6%; with 100% employer match about $70,277 at 4% or $46,851 at 6%.
2023114$686,243$87,866$6,276iApproximate average salary by contribution assumption: employee only about $156,904 at 4% or $104,602 at 6%; with 50% employer match about $104,602 at 4% or $69,735 at 6%; with 100% employer match about $78,452 at 4% or $52,301 at 6%.
Haley Strategic Partners LLC 401(K) Plan-14$686,243$87,866$6,276iApproximate average salary by contribution assumption: employee only about $156,904 at 4% or $104,602 at 6%; with 50% employer match about $104,602 at 4% or $69,735 at 6%; with 100% employer match about $78,452 at 4% or $52,301 at 6%.
202219$533,216$33,502$3,722iApproximate average salary by contribution assumption: employee only about $93,061 at 4% or $62,041 at 6%; with 50% employer match about $62,041 at 4% or $41,360 at 6%; with 100% employer match about $46,531 at 4% or $31,020 at 6%.
Haley Strategic Partners LLC 401(K) Plan-9$533,216$33,502$3,722iApproximate average salary by contribution assumption: employee only about $93,061 at 4% or $62,041 at 6%; with 50% employer match about $62,041 at 4% or $41,360 at 6%; with 100% employer match about $46,531 at 4% or $31,020 at 6%.
2021121$655,068$78,607$3,743iApproximate average salary by contribution assumption: employee only about $93,580 at 4% or $62,387 at 6%; with 50% employer match about $62,387 at 4% or $41,591 at 6%; with 100% employer match about $46,790 at 4% or $31,193 at 6%.
Haley Strategic Partners LLC 401(K) Plan-21$655,068$78,607$3,743iApproximate average salary by contribution assumption: employee only about $93,580 at 4% or $62,387 at 6%; with 50% employer match about $62,387 at 4% or $41,591 at 6%; with 100% employer match about $46,790 at 4% or $31,193 at 6%.
2020110$498,003$35,538$3,554iApproximate average salary by contribution assumption: employee only about $88,845 at 4% or $59,230 at 6%; with 50% employer match about $59,230 at 4% or $39,487 at 6%; with 100% employer match about $44,423 at 4% or $29,615 at 6%.
Haley Strategic Partners LLC 401(K) Plan-10$498,003$35,538$3,554iApproximate average salary by contribution assumption: employee only about $88,845 at 4% or $59,230 at 6%; with 50% employer match about $59,230 at 4% or $39,487 at 6%; with 100% employer match about $44,423 at 4% or $29,615 at 6%.
201916$552,182$96,274$16,046iApproximate average salary by contribution assumption: employee only about $401,142 at 4% or $267,428 at 6%; with 50% employer match about $267,428 at 4% or $178,285 at 6%; with 100% employer match about $200,571 at 4% or $133,714 at 6%.
Haley Strategic Partners LLC 401(K) Plan-6$552,182$96,274$16,046iApproximate average salary by contribution assumption: employee only about $401,142 at 4% or $267,428 at 6%; with 50% employer match about $267,428 at 4% or $178,285 at 6%; with 100% employer match about $200,571 at 4% or $133,714 at 6%.
201814$377,671$97,044$24,261iApproximate average salary by contribution assumption: employee only about $606,525 at 4% or $404,350 at 6%; with 50% employer match about $404,350 at 4% or $269,567 at 6%; with 100% employer match about $303,263 at 4% or $202,175 at 6%.
Haley Strategic Partners LLC 401(K) Plan-4$377,671$97,044$24,261iApproximate average salary by contribution assumption: employee only about $606,525 at 4% or $404,350 at 6%; with 50% employer match about $404,350 at 4% or $269,567 at 6%; with 100% employer match about $303,263 at 4% or $202,175 at 6%.
201713$314,064$95,948$31,983iApproximate average salary by contribution assumption: employee only about $799,567 at 4% or $533,044 at 6%; with 50% employer match about $533,044 at 4% or $355,363 at 6%; with 100% employer match about $399,783 at 4% or $266,522 at 6%.
Haley Strategic Partners LLC 401(K) Plan-3$314,064$95,948$31,983iApproximate average salary by contribution assumption: employee only about $799,567 at 4% or $533,044 at 6%; with 50% employer match about $533,044 at 4% or $355,363 at 6%; with 100% employer match about $399,783 at 4% or $266,522 at 6%.
201614$191,063$96,200$24,050iApproximate average salary by contribution assumption: employee only about $601,250 at 4% or $400,833 at 6%; with 50% employer match about $400,833 at 4% or $267,222 at 6%; with 100% employer match about $300,625 at 4% or $200,417 at 6%.
Haley Strategic Partners LLC 401(K) Plan-4$191,063$96,200$24,050iApproximate average salary by contribution assumption: employee only about $601,250 at 4% or $400,833 at 6%; with 50% employer match about $400,833 at 4% or $267,222 at 6%; with 100% employer match about $300,625 at 4% or $200,417 at 6%.