Civic Intelligence

Haley Strategic Partners LLC

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

EIN 27-5686868 • Scottsdale, AZ • 1 filings • 1 plans

15651 North 83rd Way, Suite C1-bScottsdale, AZ 85260
Current Snapshot

Latest Year

2015

2015 Participants

3

2015 Assets

$87,245

2015 Contributions

$87,448

Historical Graphs

Total Assets Over Time

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

$87,245$43,623$02015YearValue
$87,245Latest year 2015

Participants Over Time

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

3202015YearValue
3Latest year 2015

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
201513$87,245$87,448$29,149iApproximate average salary by contribution assumption: employee only about $728,733 at 4% or $485,822 at 6%; with 50% employer match about $485,822 at 4% or $323,881 at 6%; with 100% employer match about $364,367 at 4% or $242,911 at 6%.
Haley Strategic Partners LLC 401(K) Plan-3$87,245$87,448$29,149iApproximate average salary by contribution assumption: employee only about $728,733 at 4% or $485,822 at 6%; with 50% employer match about $485,822 at 4% or $323,881 at 6%; with 100% employer match about $364,367 at 4% or $242,911 at 6%.