Civic Intelligence

Walter and Haverfield LLP

Plan context: Walter & Haverfield LLP Profit Sharing Retirement Plan and Trust

EIN 34-0602148 • Cleveland, OH • 43 filings • 10 plans

SameCleveland, OH 44114-1821
Current Snapshot

Latest Year

2024

2024 Participants

102

2024 Assets

$32,067,632

2024 Contributions

$1,384,738

Historical Graphs

Total Assets Over Time

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

$43,413,866$21,706,933$0200320142024YearValue
$32,067,632Latest year 2024

Participants Over Time

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

166830200020132024YearValue
102Latest 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
20241102$32,067,632$1,384,738$13,576iApproximate average salary by contribution assumption: employee only about $339,397 at 4% or $226,264 at 6%; with 50% employer match about $226,264 at 4% or $150,843 at 6%; with 100% employer match about $169,698 at 4% or $113,132 at 6%.
Walter & Haverfield LLP Profit Sharing Retirement Plan and Trust-102$32,067,632$1,384,738$13,576iApproximate average salary by contribution assumption: employee only about $339,397 at 4% or $226,264 at 6%; with 50% employer match about $226,264 at 4% or $150,843 at 6%; with 100% employer match about $169,698 at 4% or $113,132 at 6%.
20231111$34,996,983$2,250,673$20,276iApproximate average salary by contribution assumption: employee only about $506,908 at 4% or $337,939 at 6%; with 50% employer match about $337,939 at 4% or $225,293 at 6%; with 100% employer match about $253,454 at 4% or $168,969 at 6%.
Walter & Haverfield LLP Profit Sharing Retirement Plan and Trust-111$34,996,983$2,250,673$20,276iApproximate average salary by contribution assumption: employee only about $506,908 at 4% or $337,939 at 6%; with 50% employer match about $337,939 at 4% or $225,293 at 6%; with 100% employer match about $253,454 at 4% or $168,969 at 6%.
20222114$35,917,254$3,089,804$27,104iApproximate average salary by contribution assumption: employee only about $677,589 at 4% or $451,726 at 6%; with 50% employer match about $451,726 at 4% or $301,150 at 6%; with 100% employer match about $338,794 at 4% or $225,863 at 6%.
Walter & Haverfield LLP Profit Sharing Retirement Plan and Trust-114$35,917,254$3,089,804$27,104iApproximate average salary by contribution assumption: employee only about $677,589 at 4% or $451,726 at 6%; with 50% employer match about $451,726 at 4% or $301,150 at 6%; with 100% employer match about $338,794 at 4% or $225,863 at 6%.
Walter and Haverfield LLP Life and Disability Plan-93---
20212166$43,413,866$3,204,552$19,305iApproximate average salary by contribution assumption: employee only about $482,613 at 4% or $321,742 at 6%; with 50% employer match about $321,742 at 4% or $214,495 at 6%; with 100% employer match about $241,307 at 4% or $160,871 at 6%.
Walter & Haverfield LLP Profit Sharing Retirement Plan and Trust-166$43,413,866$3,204,552$19,305iApproximate average salary by contribution assumption: employee only about $482,613 at 4% or $321,742 at 6%; with 50% employer match about $321,742 at 4% or $214,495 at 6%; with 100% employer match about $241,307 at 4% or $160,871 at 6%.
Walter and Haverfield LLP Life and Disability Plan-164---
20202162$36,655,810$3,660,889$22,598iApproximate average salary by contribution assumption: employee only about $564,952 at 4% or $376,635 at 6%; with 50% employer match about $376,635 at 4% or $251,090 at 6%; with 100% employer match about $282,476 at 4% or $188,317 at 6%.
Walter & Haverfield LLP Profit Sharing Retirement Plan and Trust-162$36,655,810$3,660,889$22,598iApproximate average salary by contribution assumption: employee only about $564,952 at 4% or $376,635 at 6%; with 50% employer match about $376,635 at 4% or $251,090 at 6%; with 100% employer match about $282,476 at 4% or $188,317 at 6%.
Walter and Haverfield LLP Life and Disability Plan-156---
20192162$32,323,683$2,361,689$14,578iApproximate average salary by contribution assumption: employee only about $364,458 at 4% or $242,972 at 6%; with 50% employer match about $242,972 at 4% or $161,981 at 6%; with 100% employer match about $182,229 at 4% or $121,486 at 6%.
Walter & Haverfield LLP Profit Sharing Retirement Plan and Trust-162$32,323,683$2,361,689$14,578iApproximate average salary by contribution assumption: employee only about $364,458 at 4% or $242,972 at 6%; with 50% employer match about $242,972 at 4% or $161,981 at 6%; with 100% employer match about $182,229 at 4% or $121,486 at 6%.
Walter and Haverfield LLP Life and Disability Plan-158---
20182138$26,626,831$2,118,614$15,352iApproximate average salary by contribution assumption: employee only about $383,807 at 4% or $255,871 at 6%; with 50% employer match about $255,871 at 4% or $170,581 at 6%; with 100% employer match about $191,903 at 4% or $127,936 at 6%.
Walter & Haverfield LLP Profit Sharing Retirement Plan and Trust-138$26,626,831$2,118,614$15,352iApproximate average salary by contribution assumption: employee only about $383,807 at 4% or $255,871 at 6%; with 50% employer match about $255,871 at 4% or $170,581 at 6%; with 100% employer match about $191,903 at 4% or $127,936 at 6%.
Walter and Haverfield LLP Life and Disability Plan-134---
20172138$28,454,267$2,309,475$16,735iApproximate average salary by contribution assumption: employee only about $418,383 at 4% or $278,922 at 6%; with 50% employer match about $278,922 at 4% or $185,948 at 6%; with 100% employer match about $209,192 at 4% or $139,461 at 6%.
Walter & Haverfield LLP Profit Sharing Retirement Plan and Trust-138$28,454,267$2,309,475$16,735iApproximate average salary by contribution assumption: employee only about $418,383 at 4% or $278,922 at 6%; with 50% employer match about $278,922 at 4% or $185,948 at 6%; with 100% employer match about $209,192 at 4% or $139,461 at 6%.
Walter and Haverfield LLP Life and Disability Plan-135---
20163134$25,330,630$1,923,676$14,356iApproximate average salary by contribution assumption: employee only about $358,895 at 4% or $239,263 at 6%; with 50% employer match about $239,263 at 4% or $159,509 at 6%; with 100% employer match about $179,447 at 4% or $119,632 at 6%.
Walter & Haverfield LLP Profit Sharing Retirement Plan and Trust-134$25,330,630$1,917,909$14,313iApproximate average salary by contribution assumption: employee only about $357,819 at 4% or $238,546 at 6%; with 50% employer match about $238,546 at 4% or $159,031 at 6%; with 100% employer match about $178,909 at 4% or $119,273 at 6%.
WALTER HAVERFIELD LLP CASH BALANCE PENSION PLAN AND TRUST-0$0$5,767-
Walter and Haverfield LLP Life and Disability Plan-129---
20153114$22,845,584$2,052,126$18,001iApproximate average salary by contribution assumption: employee only about $450,028 at 4% or $300,018 at 6%; with 50% employer match about $300,018 at 4% or $200,012 at 6%; with 100% employer match about $225,014 at 4% or $150,009 at 6%.
Walter & Haverfield LLP Profit Sharing Retirement Plan and Trust-114$22,348,750$1,763,861$15,472iApproximate average salary by contribution assumption: employee only about $386,812 at 4% or $257,874 at 6%; with 50% employer match about $257,874 at 4% or $171,916 at 6%; with 100% employer match about $193,406 at 4% or $128,937 at 6%.
WALTER HAVERFIELD LLP CASH BALANCE PENSION PLAN AND TRUST-87$496,834$288,265$3,313iApproximate average salary by contribution assumption: employee only about $82,835 at 4% or $55,223 at 6%; with 50% employer match about $55,223 at 4% or $36,815 at 6%; with 100% employer match about $41,417 at 4% or $27,612 at 6%.
Walter and Haverfield LLP Life and Disability Plan-108---
20143112$21,671,634$2,002,911$17,883iApproximate average salary by contribution assumption: employee only about $447,078 at 4% or $298,052 at 6%; with 50% employer match about $298,052 at 4% or $198,701 at 6%; with 100% employer match about $223,539 at 4% or $149,026 at 6%.
Walter & Haverfield LLP Profit Sharing Retirement Plan and Trust-112$21,372,134$1,703,411$15,209iApproximate average salary by contribution assumption: employee only about $380,226 at 4% or $253,484 at 6%; with 50% employer match about $253,484 at 4% or $168,989 at 6%; with 100% employer match about $190,113 at 4% or $126,742 at 6%.
WALTER HAVERFIELD LLP CASH BALANCE PENSION PLAN AND TRUST-80$299,500$299,500$3,744iApproximate average salary by contribution assumption: employee only about $93,594 at 4% or $62,396 at 6%; with 50% employer match about $62,396 at 4% or $41,597 at 6%; with 100% employer match about $46,797 at 4% or $31,198 at 6%.
Walter and Haverfield LLP Life and Disability Plan-111---
20132108$18,770,605$1,494,286$13,836iApproximate average salary by contribution assumption: employee only about $345,900 at 4% or $230,600 at 6%; with 50% employer match about $230,600 at 4% or $153,733 at 6%; with 100% employer match about $172,950 at 4% or $115,300 at 6%.
Walter & Haverfield LLP Profit Sharing Retirement Plan and Trust-108$18,770,605$1,494,286$13,836iApproximate average salary by contribution assumption: employee only about $345,900 at 4% or $230,600 at 6%; with 50% employer match about $230,600 at 4% or $153,733 at 6%; with 100% employer match about $172,950 at 4% or $115,300 at 6%.
Walter and Haverfield LLP Life and Disability Plan-102---
20121104$15,965,019$1,333,816$12,825iApproximate average salary by contribution assumption: employee only about $320,629 at 4% or $213,753 at 6%; with 50% employer match about $213,753 at 4% or $142,502 at 6%; with 100% employer match about $160,314 at 4% or $106,876 at 6%.
Walter & Haverfield LLP Profit Sharing Retirement Plan and Trust-104$15,965,019$1,333,816$12,825iApproximate average salary by contribution assumption: employee only about $320,629 at 4% or $213,753 at 6%; with 50% employer match about $213,753 at 4% or $142,502 at 6%; with 100% employer match about $160,314 at 4% or $106,876 at 6%.
2011194$16,713,302$1,283,843$13,658iApproximate average salary by contribution assumption: employee only about $341,448 at 4% or $227,632 at 6%; with 50% employer match about $227,632 at 4% or $151,754 at 6%; with 100% employer match about $170,724 at 4% or $113,816 at 6%.
Walter & Haverfield LLP Profit Sharing Retirement Plan and Trust-94$16,713,302$1,283,843$13,658iApproximate average salary by contribution assumption: employee only about $341,448 at 4% or $227,632 at 6%; with 50% employer match about $227,632 at 4% or $151,754 at 6%; with 100% employer match about $170,724 at 4% or $113,816 at 6%.
20101100$16,472,543$1,286,075$12,861iApproximate average salary by contribution assumption: employee only about $321,519 at 4% or $214,346 at 6%; with 50% employer match about $214,346 at 4% or $142,897 at 6%; with 100% employer match about $160,759 at 4% or $107,173 at 6%.
Walter & Haverfield LLP Profit Sharing Retirement Plan and Trust-100$16,472,543$1,286,075$12,861iApproximate average salary by contribution assumption: employee only about $321,519 at 4% or $214,346 at 6%; with 50% employer match about $214,346 at 4% or $142,897 at 6%; with 100% employer match about $160,759 at 4% or $107,173 at 6%.
2009195$15,300,731$1,720,895$18,115iApproximate average salary by contribution assumption: employee only about $452,867 at 4% or $301,911 at 6%; with 50% employer match about $301,911 at 4% or $201,274 at 6%; with 100% employer match about $226,434 at 4% or $150,956 at 6%.
Walter & Haverfield LLP Profit Sharing Retirement Plan and Trust-95$15,300,731$1,720,895$18,115iApproximate average salary by contribution assumption: employee only about $452,867 at 4% or $301,911 at 6%; with 50% employer match about $301,911 at 4% or $201,274 at 6%; with 100% employer match about $226,434 at 4% or $150,956 at 6%.
2008196$12,838,035$1,173,484$12,224iApproximate average salary by contribution assumption: employee only about $305,595 at 4% or $203,730 at 6%; with 50% employer match about $203,730 at 4% or $135,820 at 6%; with 100% employer match about $152,797 at 4% or $101,865 at 6%.
Walter & Haverfield LLP Profit Sharing Retirement Plan and Trust-96$12,838,035$1,173,484$12,224iApproximate average salary by contribution assumption: employee only about $305,595 at 4% or $203,730 at 6%; with 50% employer match about $203,730 at 4% or $135,820 at 6%; with 100% employer match about $152,797 at 4% or $101,865 at 6%.
2007290$16,565,848$1,196,027$13,289iApproximate average salary by contribution assumption: employee only about $332,230 at 4% or $221,486 at 6%; with 50% employer match about $221,486 at 4% or $147,658 at 6%; with 100% employer match about $166,115 at 4% or $110,743 at 6%.
Walter & Haverfield LLP Profit Sharing Retirement Plan and Trust-90$16,565,848$1,196,027$13,289iApproximate average salary by contribution assumption: employee only about $332,230 at 4% or $221,486 at 6%; with 50% employer match about $221,486 at 4% or $147,658 at 6%; with 100% employer match about $166,115 at 4% or $110,743 at 6%.
STACHOWSKI ALPACAS LLC PROFIT SHARING PLAN & TRUST-5---
20061101$15,503,262$978,610$9,689iApproximate average salary by contribution assumption: employee only about $242,230 at 4% or $161,487 at 6%; with 50% employer match about $161,487 at 4% or $107,658 at 6%; with 100% employer match about $121,115 at 4% or $80,743 at 6%.
Walter & Haverfield LLP Profit Sharing Retirement Plan and Trust-101$15,503,262$978,610$9,689iApproximate average salary by contribution assumption: employee only about $242,230 at 4% or $161,487 at 6%; with 50% employer match about $161,487 at 4% or $107,658 at 6%; with 100% employer match about $121,115 at 4% or $80,743 at 6%.
2005197$13,293,299$1,039,813$10,720iApproximate average salary by contribution assumption: employee only about $267,993 at 4% or $178,662 at 6%; with 50% employer match about $178,662 at 4% or $119,108 at 6%; with 100% employer match about $133,997 at 4% or $89,331 at 6%.
Walter & Haverfield LLP Profit Sharing Retirement Plan and Trust-97$13,293,299$1,039,813$10,720iApproximate average salary by contribution assumption: employee only about $267,993 at 4% or $178,662 at 6%; with 50% employer match about $178,662 at 4% or $119,108 at 6%; with 100% employer match about $133,997 at 4% or $89,331 at 6%.
2004195$11,256,776$1,313,602$13,827iApproximate average salary by contribution assumption: employee only about $345,685 at 4% or $230,456 at 6%; with 50% employer match about $230,456 at 4% or $153,638 at 6%; with 100% employer match about $172,842 at 4% or $115,228 at 6%.
Walter & Haverfield LLP Profit Sharing Retirement Plan and Trust-95$11,256,776$1,313,602$13,827iApproximate average salary by contribution assumption: employee only about $345,685 at 4% or $230,456 at 6%; with 50% employer match about $230,456 at 4% or $153,638 at 6%; with 100% employer match about $172,842 at 4% or $115,228 at 6%.
2003197$9,481,478$1,561,672$16,100iApproximate average salary by contribution assumption: employee only about $402,493 at 4% or $268,329 at 6%; with 50% employer match about $268,329 at 4% or $178,886 at 6%; with 100% employer match about $201,246 at 4% or $134,164 at 6%.
Walter & Haverfield LLP Profit Sharing Retirement Plan and Trust-97$9,481,478$1,561,672$16,100iApproximate average salary by contribution assumption: employee only about $402,493 at 4% or $268,329 at 6%; with 50% employer match about $268,329 at 4% or $178,886 at 6%; with 100% employer match about $201,246 at 4% or $134,164 at 6%.
2002292$0$17,771$193iApproximate average salary by contribution assumption: employee only about $4,829 at 4% or $3,219 at 6%; with 50% employer match about $3,219 at 4% or $2,146 at 6%; with 100% employer match about $2,415 at 4% or $1,610 at 6%.
Walter & Haverfield LLP Profit Sharing Retirement Plan and Trust-92---
WALTER & HAVERFIELD LLP SAVINGS INVESTMENT RETIREMENT PLAN-0-$17,771-
200120$0$0-
Walter & Haverfield LLP Profit Sharing Retirement Plan and Trust-0---
WALTER & HAVERFIELD LLP SAVINGS INVESTMENT RETIREMENT PLAN-0---
2000391$0$0-
WALTER & HAVERFIELD SAVINGS AND INVESTMENT PLAN-0---
Walter & Haverfield LLP Profit Sharing Retirement Plan and Trust-91---
WALTER & HAVERFIELD LLP SAVINGS INVESTMENT RETIREMENT PLAN, FORMERLY WALTER & HAVERFIELD ABRA RETIREMENT PLAN-48---