Haller & Colvin PC.
Plan context: Haller & Colvin Retirement Plan
EIN 35-1939776 • Fort Wayne, IN • 29 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
41
2024 Assets
$24,367,840
2024 Contributions
$1,125,989
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 41 | $24,367,840 | $1,125,989 | $27,463iApproximate average salary by contribution assumption: employee only about $686,579 at 4% or $457,719 at 6%; with 50% employer match about $457,719 at 4% or $305,146 at 6%; with 100% employer match about $343,289 at 4% or $228,860 at 6%. |
| Haller & Colvin Retirement Plan | - | 41 | $24,367,840 | $1,125,989 | $27,463iApproximate average salary by contribution assumption: employee only about $686,579 at 4% or $457,719 at 6%; with 50% employer match about $457,719 at 4% or $305,146 at 6%; with 100% employer match about $343,289 at 4% or $228,860 at 6%. |
| 2023 | 1 | 38 | $22,627,653 | $949,569 | $24,989iApproximate average salary by contribution assumption: employee only about $624,716 at 4% or $416,478 at 6%; with 50% employer match about $416,478 at 4% or $277,652 at 6%; with 100% employer match about $312,358 at 4% or $208,239 at 6%. |
| Haller & Colvin Retirement Plan | - | 38 | $22,627,653 | $949,569 | $24,989iApproximate average salary by contribution assumption: employee only about $624,716 at 4% or $416,478 at 6%; with 50% employer match about $416,478 at 4% or $277,652 at 6%; with 100% employer match about $312,358 at 4% or $208,239 at 6%. |
| 2022 | 1 | 35 | $19,555,090 | $1,078,711 | $30,820iApproximate average salary by contribution assumption: employee only about $770,508 at 4% or $513,672 at 6%; with 50% employer match about $513,672 at 4% or $342,448 at 6%; with 100% employer match about $385,254 at 4% or $256,836 at 6%. |
| Haller & Colvin Retirement Plan | - | 35 | $19,555,090 | $1,078,711 | $30,820iApproximate average salary by contribution assumption: employee only about $770,508 at 4% or $513,672 at 6%; with 50% employer match about $513,672 at 4% or $342,448 at 6%; with 100% employer match about $385,254 at 4% or $256,836 at 6%. |
| 2021 | 1 | 45 | $29,002,642 | $986,679 | $21,926iApproximate average salary by contribution assumption: employee only about $548,155 at 4% or $365,437 at 6%; with 50% employer match about $365,437 at 4% or $243,624 at 6%; with 100% employer match about $274,078 at 4% or $182,718 at 6%. |
| Haller & Colvin Retirement Plan | - | 45 | $29,002,642 | $986,679 | $21,926iApproximate average salary by contribution assumption: employee only about $548,155 at 4% or $365,437 at 6%; with 50% employer match about $365,437 at 4% or $243,624 at 6%; with 100% employer match about $274,078 at 4% or $182,718 at 6%. |
| 2020 | 1 | 42 | $25,304,488 | $1,003,994 | $23,905iApproximate average salary by contribution assumption: employee only about $597,615 at 4% or $398,410 at 6%; with 50% employer match about $398,410 at 4% or $265,607 at 6%; with 100% employer match about $298,808 at 4% or $199,205 at 6%. |
| Haller & Colvin Retirement Plan | - | 42 | $25,304,488 | $1,003,994 | $23,905iApproximate average salary by contribution assumption: employee only about $597,615 at 4% or $398,410 at 6%; with 50% employer match about $398,410 at 4% or $265,607 at 6%; with 100% employer match about $298,808 at 4% or $199,205 at 6%. |
| 2019 | 1 | 41 | $22,551,225 | $904,193 | $22,053iApproximate average salary by contribution assumption: employee only about $551,337 at 4% or $367,558 at 6%; with 50% employer match about $367,558 at 4% or $245,039 at 6%; with 100% employer match about $275,669 at 4% or $183,779 at 6%. |
| Haller & Colvin Retirement Plan | - | 41 | $22,551,225 | $904,193 | $22,053iApproximate average salary by contribution assumption: employee only about $551,337 at 4% or $367,558 at 6%; with 50% employer match about $367,558 at 4% or $245,039 at 6%; with 100% employer match about $275,669 at 4% or $183,779 at 6%. |
| 2018 | 1 | 41 | $19,203,943 | $969,211 | $23,639iApproximate average salary by contribution assumption: employee only about $590,982 at 4% or $393,988 at 6%; with 50% employer match about $393,988 at 4% or $262,659 at 6%; with 100% employer match about $295,491 at 4% or $196,994 at 6%. |
| Haller & Colvin Retirement Plan | - | 41 | $19,203,943 | $969,211 | $23,639iApproximate average salary by contribution assumption: employee only about $590,982 at 4% or $393,988 at 6%; with 50% employer match about $393,988 at 4% or $262,659 at 6%; with 100% employer match about $295,491 at 4% or $196,994 at 6%. |
| 2017 | 1 | 37 | $19,775,300 | $940,782 | $25,427iApproximate average salary by contribution assumption: employee only about $635,664 at 4% or $423,776 at 6%; with 50% employer match about $423,776 at 4% or $282,517 at 6%; with 100% employer match about $317,832 at 4% or $211,888 at 6%. |
| Haller & Colvin Retirement Plan | - | 37 | $19,775,300 | $940,782 | $25,427iApproximate average salary by contribution assumption: employee only about $635,664 at 4% or $423,776 at 6%; with 50% employer match about $423,776 at 4% or $282,517 at 6%; with 100% employer match about $317,832 at 4% or $211,888 at 6%. |
| 2016 | 1 | 36 | $16,782,911 | $846,737 | $23,520iApproximate average salary by contribution assumption: employee only about $588,012 at 4% or $392,008 at 6%; with 50% employer match about $392,008 at 4% or $261,339 at 6%; with 100% employer match about $294,006 at 4% or $196,004 at 6%. |
| Haller & Colvin Retirement Plan | - | 36 | $16,782,911 | $846,737 | $23,520iApproximate average salary by contribution assumption: employee only about $588,012 at 4% or $392,008 at 6%; with 50% employer match about $392,008 at 4% or $261,339 at 6%; with 100% employer match about $294,006 at 4% or $196,004 at 6%. |
| 2015 | 1 | 39 | $15,377,185 | $853,971 | $21,897iApproximate average salary by contribution assumption: employee only about $547,417 at 4% or $364,945 at 6%; with 50% employer match about $364,945 at 4% or $243,297 at 6%; with 100% employer match about $273,709 at 4% or $182,472 at 6%. |
| Haller & Colvin Retirement Plan | - | 39 | $15,377,185 | $853,971 | $21,897iApproximate average salary by contribution assumption: employee only about $547,417 at 4% or $364,945 at 6%; with 50% employer match about $364,945 at 4% or $243,297 at 6%; with 100% employer match about $273,709 at 4% or $182,472 at 6%. |
| 2014 | 1 | 37 | $15,890,857 | $3,776,477 | $102,067iApproximate average salary by contribution assumption: employee only about $2,551,674 at 4% or $1,701,116 at 6%; with 50% employer match about $1,701,116 at 4% or $1,134,077 at 6%; with 100% employer match about $1,275,837 at 4% or $850,558 at 6%. |
| Haller & Colvin Retirement Plan | - | 37 | $15,890,857 | $3,776,477 | $102,067iApproximate average salary by contribution assumption: employee only about $2,551,674 at 4% or $1,701,116 at 6%; with 50% employer match about $1,701,116 at 4% or $1,134,077 at 6%; with 100% employer match about $1,275,837 at 4% or $850,558 at 6%. |
| 2013 | 1 | 34 | $11,201,810 | $1,048,423 | $30,836iApproximate average salary by contribution assumption: employee only about $770,899 at 4% or $513,933 at 6%; with 50% employer match about $513,933 at 4% or $342,622 at 6%; with 100% employer match about $385,450 at 4% or $256,966 at 6%. |
| Haller & Colvin Retirement Plan | - | 34 | $11,201,810 | $1,048,423 | $30,836iApproximate average salary by contribution assumption: employee only about $770,899 at 4% or $513,933 at 6%; with 50% employer match about $513,933 at 4% or $342,622 at 6%; with 100% employer match about $385,450 at 4% or $256,966 at 6%. |
| 2012 | 1 | 29 | $10,201,449 | $647,449 | $22,326iApproximate average salary by contribution assumption: employee only about $558,146 at 4% or $372,097 at 6%; with 50% employer match about $372,097 at 4% or $248,065 at 6%; with 100% employer match about $279,073 at 4% or $186,049 at 6%. |
| Haller & Colvin Retirement Plan | - | 29 | $10,201,449 | $647,449 | $22,326iApproximate average salary by contribution assumption: employee only about $558,146 at 4% or $372,097 at 6%; with 50% employer match about $372,097 at 4% or $248,065 at 6%; with 100% employer match about $279,073 at 4% or $186,049 at 6%. |
| 2011 | 1 | 31 | $8,858,959 | $740,859 | $23,899iApproximate average salary by contribution assumption: employee only about $597,467 at 4% or $398,311 at 6%; with 50% employer match about $398,311 at 4% or $265,541 at 6%; with 100% employer match about $298,733 at 4% or $199,156 at 6%. |
| Haller & Colvin Retirement Plan | - | 31 | $8,858,959 | $740,859 | $23,899iApproximate average salary by contribution assumption: employee only about $597,467 at 4% or $398,311 at 6%; with 50% employer match about $398,311 at 4% or $265,541 at 6%; with 100% employer match about $298,733 at 4% or $199,156 at 6%. |
| 2010 | 1 | 38 | $9,955,716 | $650,111 | $17,108iApproximate average salary by contribution assumption: employee only about $427,705 at 4% or $285,136 at 6%; with 50% employer match about $285,136 at 4% or $190,091 at 6%; with 100% employer match about $213,852 at 4% or $142,568 at 6%. |
| Haller & Colvin Retirement Plan | - | 38 | $9,955,716 | $650,111 | $17,108iApproximate average salary by contribution assumption: employee only about $427,705 at 4% or $285,136 at 6%; with 50% employer match about $285,136 at 4% or $190,091 at 6%; with 100% employer match about $213,852 at 4% or $142,568 at 6%. |
| 2009 | 1 | 39 | $8,360,091 | $855,916 | $21,947iApproximate average salary by contribution assumption: employee only about $548,664 at 4% or $365,776 at 6%; with 50% employer match about $365,776 at 4% or $243,851 at 6%; with 100% employer match about $274,332 at 4% or $182,888 at 6%. |
| Haller & Colvin Retirement Plan | - | 39 | $8,360,091 | $855,916 | $21,947iApproximate average salary by contribution assumption: employee only about $548,664 at 4% or $365,776 at 6%; with 50% employer match about $365,776 at 4% or $243,851 at 6%; with 100% employer match about $274,332 at 4% or $182,888 at 6%. |
| 2008 | 1 | 30 | $6,274,664 | $577,244 | $19,241iApproximate average salary by contribution assumption: employee only about $481,037 at 4% or $320,691 at 6%; with 50% employer match about $320,691 at 4% or $213,794 at 6%; with 100% employer match about $240,518 at 4% or $160,346 at 6%. |
| Haller & Colvin Retirement Plan | - | 30 | $6,274,664 | $577,244 | $19,241iApproximate average salary by contribution assumption: employee only about $481,037 at 4% or $320,691 at 6%; with 50% employer match about $320,691 at 4% or $213,794 at 6%; with 100% employer match about $240,518 at 4% or $160,346 at 6%. |
| 2007 | 1 | 28 | $0 | $0 | - |
| Haller & Colvin Retirement Plan | - | 28 | - | - | - |
| 2006 | 1 | 28 | $7,992,527 | $554,219 | $19,794iApproximate average salary by contribution assumption: employee only about $494,838 at 4% or $329,892 at 6%; with 50% employer match about $329,892 at 4% or $219,928 at 6%; with 100% employer match about $247,419 at 4% or $164,946 at 6%. |
| Haller & Colvin Retirement Plan | - | 28 | $7,992,527 | $554,219 | $19,794iApproximate average salary by contribution assumption: employee only about $494,838 at 4% or $329,892 at 6%; with 50% employer match about $329,892 at 4% or $219,928 at 6%; with 100% employer match about $247,419 at 4% or $164,946 at 6%. |
| 2005 | 1 | 32 | $7,155,043 | $627,506 | $19,610iApproximate average salary by contribution assumption: employee only about $490,239 at 4% or $326,826 at 6%; with 50% employer match about $326,826 at 4% or $217,884 at 6%; with 100% employer match about $245,120 at 4% or $163,413 at 6%. |
| Haller & Colvin Retirement Plan | - | 32 | $7,155,043 | $627,506 | $19,610iApproximate average salary by contribution assumption: employee only about $490,239 at 4% or $326,826 at 6%; with 50% employer match about $326,826 at 4% or $217,884 at 6%; with 100% employer match about $245,120 at 4% or $163,413 at 6%. |
| 2004 | 1 | 36 | $8,181,390 | $555,632 | $15,434iApproximate average salary by contribution assumption: employee only about $385,856 at 4% or $257,237 at 6%; with 50% employer match about $257,237 at 4% or $171,491 at 6%; with 100% employer match about $192,928 at 4% or $128,619 at 6%. |
| Haller & Colvin Retirement Plan | - | 36 | $8,181,390 | $555,632 | $15,434iApproximate average salary by contribution assumption: employee only about $385,856 at 4% or $257,237 at 6%; with 50% employer match about $257,237 at 4% or $171,491 at 6%; with 100% employer match about $192,928 at 4% or $128,619 at 6%. |
| 2003 | 1 | 33 | $7,257,885 | $493,517 | $14,955iApproximate average salary by contribution assumption: employee only about $373,877 at 4% or $249,251 at 6%; with 50% employer match about $249,251 at 4% or $166,167 at 6%; with 100% employer match about $186,938 at 4% or $124,626 at 6%. |
| Haller & Colvin Retirement Plan | - | 33 | $7,257,885 | $493,517 | $14,955iApproximate average salary by contribution assumption: employee only about $373,877 at 4% or $249,251 at 6%; with 50% employer match about $249,251 at 4% or $166,167 at 6%; with 100% employer match about $186,938 at 4% or $124,626 at 6%. |
| 2002 | 2 | 35 | $5,937,417 | $431,262 | $12,322iApproximate average salary by contribution assumption: employee only about $308,044 at 4% or $205,363 at 6%; with 50% employer match about $205,363 at 4% or $136,909 at 6%; with 100% employer match about $154,022 at 4% or $102,681 at 6%. |
| Haller & Colvin Retirement Plan | - | 35 | $5,937,417 | $431,262 | $12,322iApproximate average salary by contribution assumption: employee only about $308,044 at 4% or $205,363 at 6%; with 50% employer match about $205,363 at 4% or $136,909 at 6%; with 100% employer match about $154,022 at 4% or $102,681 at 6%. |
| Haller & Colvin Pension Plan | - | 0 | - | - | - |
| 2001 | 2 | 31 | $0 | $0 | - |
| Haller & Colvin Pension Plan | - | 30 | - | - | - |
| Haller & Colvin Retirement Plan | - | 31 | - | - | - |
| 2000 | 1 | 27 | $833,101 | $162,829 | $6,031iApproximate average salary by contribution assumption: employee only about $150,768 at 4% or $100,512 at 6%; with 50% employer match about $100,512 at 4% or $67,008 at 6%; with 100% employer match about $75,384 at 4% or $50,256 at 6%. |
| Haller & Colvin Pension Plan | - | 27 | $833,101 | $162,829 | $6,031iApproximate average salary by contribution assumption: employee only about $150,768 at 4% or $100,512 at 6%; with 50% employer match about $100,512 at 4% or $67,008 at 6%; with 100% employer match about $75,384 at 4% or $50,256 at 6%. |
| 1999 | 2 | 31 | $7,694,214 | $398,275 | $12,848iApproximate average salary by contribution assumption: employee only about $321,190 at 4% or $214,126 at 6%; with 50% employer match about $214,126 at 4% or $142,751 at 6%; with 100% employer match about $160,595 at 4% or $107,063 at 6%. |
| Haller & Colvin Retirement Plan | - | 31 | $6,851,666 | $234,248 | $7,556iApproximate average salary by contribution assumption: employee only about $188,910 at 4% or $125,940 at 6%; with 50% employer match about $125,940 at 4% or $83,960 at 6%; with 100% employer match about $94,455 at 4% or $62,970 at 6%. |
| Haller & Colvin Pension Plan | - | 31 | $842,548 | $164,027 | $5,291iApproximate average salary by contribution assumption: employee only about $132,280 at 4% or $88,187 at 6%; with 50% employer match about $88,187 at 4% or $58,791 at 6%; with 100% employer match about $66,140 at 4% or $44,093 at 6%. |