Civic Intelligence

Halbert, Hargrove/Russell LLC

Plan context: Halbert, Hargrove/Russell Employees 401K Plan

EIN 33-0301336 • Long Beach, CA • 11 filings • 6 plans

PO Box 1070Long Beach, CA 90801
Current Snapshot

Latest Year

2009

2009 Participants

34

2009 Assets

$3,491,837

2009 Contributions

$300,303

Historical Graphs

Total Assets Over Time

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

$3,491,837$1,745,919$0199920042009YearValue
$3,491,837Latest year 2009

Participants Over Time

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

34170199920042009YearValue
34Latest year 2009

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
2009134$3,491,837$300,303$8,832iApproximate average salary by contribution assumption: employee only about $220,811 at 4% or $147,207 at 6%; with 50% employer match about $147,207 at 4% or $98,138 at 6%; with 100% employer match about $110,406 at 4% or $73,604 at 6%.
Halbert, Hargrove/Russell Employees 401K Plan-34$3,491,837$300,303$8,832iApproximate average salary by contribution assumption: employee only about $220,811 at 4% or $147,207 at 6%; with 50% employer match about $147,207 at 4% or $98,138 at 6%; with 100% employer match about $110,406 at 4% or $73,604 at 6%.
2008130$2,345,886$485,777$16,193iApproximate average salary by contribution assumption: employee only about $404,814 at 4% or $269,876 at 6%; with 50% employer match about $269,876 at 4% or $179,917 at 6%; with 100% employer match about $202,407 at 4% or $134,938 at 6%.
Halbert, Hargrove/Russell Employees 401K Plan-30$2,345,886$485,777$16,193iApproximate average salary by contribution assumption: employee only about $404,814 at 4% or $269,876 at 6%; with 50% employer match about $269,876 at 4% or $179,917 at 6%; with 100% employer match about $202,407 at 4% or $134,938 at 6%.
2007123$0$0-
Halbert, Hargrove/Russell Employees 401K Plan-23---
2006126$2,471,955$316,120$12,158iApproximate average salary by contribution assumption: employee only about $303,962 at 4% or $202,641 at 6%; with 50% employer match about $202,641 at 4% or $135,094 at 6%; with 100% employer match about $151,981 at 4% or $101,321 at 6%.
Halbert, Hargrove/Russell Employees 401K Plan-26$2,471,955$316,120$12,158iApproximate average salary by contribution assumption: employee only about $303,962 at 4% or $202,641 at 6%; with 50% employer match about $202,641 at 4% or $135,094 at 6%; with 100% employer match about $151,981 at 4% or $101,321 at 6%.
2005118$1,766,265$252,174$14,010iApproximate average salary by contribution assumption: employee only about $350,242 at 4% or $233,494 at 6%; with 50% employer match about $233,494 at 4% or $155,663 at 6%; with 100% employer match about $175,121 at 4% or $116,747 at 6%.
Halbert, Hargrove/Russell Employees 401K Plan-18$1,766,265$252,174$14,010iApproximate average salary by contribution assumption: employee only about $350,242 at 4% or $233,494 at 6%; with 50% employer match about $233,494 at 4% or $155,663 at 6%; with 100% employer match about $175,121 at 4% or $116,747 at 6%.
2004125$1,652,389$182,486$7,299iApproximate average salary by contribution assumption: employee only about $182,486 at 4% or $121,657 at 6%; with 50% employer match about $121,657 at 4% or $81,105 at 6%; with 100% employer match about $91,243 at 4% or $60,829 at 6%.
Halbert, Hargrove/Russell Employees 401K Plan-25$1,652,389$182,486$7,299iApproximate average salary by contribution assumption: employee only about $182,486 at 4% or $121,657 at 6%; with 50% employer match about $121,657 at 4% or $81,105 at 6%; with 100% employer match about $91,243 at 4% or $60,829 at 6%.
2003125$1,322,814$171,682$6,867iApproximate average salary by contribution assumption: employee only about $171,682 at 4% or $114,455 at 6%; with 50% employer match about $114,455 at 4% or $76,303 at 6%; with 100% employer match about $85,841 at 4% or $57,227 at 6%.
Halbert, Hargrove/Russell Employees 401K Plan-25$1,322,814$171,682$6,867iApproximate average salary by contribution assumption: employee only about $171,682 at 4% or $114,455 at 6%; with 50% employer match about $114,455 at 4% or $76,303 at 6%; with 100% employer match about $85,841 at 4% or $57,227 at 6%.
2002128$861,553$161,229$5,758iApproximate average salary by contribution assumption: employee only about $143,954 at 4% or $95,970 at 6%; with 50% employer match about $95,970 at 4% or $63,980 at 6%; with 100% employer match about $71,977 at 4% or $47,985 at 6%.
Halbert, Hargrove/Russell Employees 401K Plan-28$861,553$161,229$5,758iApproximate average salary by contribution assumption: employee only about $143,954 at 4% or $95,970 at 6%; with 50% employer match about $95,970 at 4% or $63,980 at 6%; with 100% employer match about $71,977 at 4% or $47,985 at 6%.
2001129$0$0-
Halbert, Hargrove/Russell Employees 401K Plan-29---
2000127$720,563$202,362$7,495iApproximate average salary by contribution assumption: employee only about $187,372 at 4% or $124,915 at 6%; with 50% employer match about $124,915 at 4% or $83,277 at 6%; with 100% employer match about $93,686 at 4% or $62,457 at 6%.
Halbert, Hargrove/Russell Employees 401K Plan-27$720,563$202,362$7,495iApproximate average salary by contribution assumption: employee only about $187,372 at 4% or $124,915 at 6%; with 50% employer match about $124,915 at 4% or $83,277 at 6%; with 100% employer match about $93,686 at 4% or $62,457 at 6%.
1999124$574,085$156,160$6,507iApproximate average salary by contribution assumption: employee only about $162,667 at 4% or $108,444 at 6%; with 50% employer match about $108,444 at 4% or $72,296 at 6%; with 100% employer match about $81,333 at 4% or $54,222 at 6%.
Halbert, Hargrove/Russell Employees 401K Plan-24$574,085$156,160$6,507iApproximate average salary by contribution assumption: employee only about $162,667 at 4% or $108,444 at 6%; with 50% employer match about $108,444 at 4% or $72,296 at 6%; with 100% employer match about $81,333 at 4% or $54,222 at 6%.