Civic Intelligence

David L. Halsey, MD

Plan context: David L. Halsey, MD Employees 401(K) Profit Sharing Plan and Trust

EIN 38-2887792 • Jackson, MI • 27 filings • 6 plans

1310 Greenwood AvenueJackson, MI 49203
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$2,520,273

2025 Contributions

$559

Historical Graphs

Total Assets Over Time

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

$2,520,273$1,260,137$0199920132024YearValue
$2,520,273Latest year 2024

Participants Over Time

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

630199920122024YearValue
5Latest 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
202510$0$559-
David L. Halsey, MD Employees 401(K) Profit Sharing Plan and Trust-0$0$559-
202415$2,520,273$86,690$17,338iApproximate average salary by contribution assumption: employee only about $433,450 at 4% or $288,967 at 6%; with 50% employer match about $288,967 at 4% or $192,644 at 6%; with 100% employer match about $216,725 at 4% or $144,483 at 6%.
David L. Halsey, MD Employees 401(K) Profit Sharing Plan and Trust-5$2,520,273$86,690$17,338iApproximate average salary by contribution assumption: employee only about $433,450 at 4% or $288,967 at 6%; with 50% employer match about $288,967 at 4% or $192,644 at 6%; with 100% employer match about $216,725 at 4% or $144,483 at 6%.
202316$2,328,259$81,175$13,529iApproximate average salary by contribution assumption: employee only about $338,229 at 4% or $225,486 at 6%; with 50% employer match about $225,486 at 4% or $150,324 at 6%; with 100% employer match about $169,115 at 4% or $112,743 at 6%.
David L. Halsey, MD Employees 401(K) Profit Sharing Plan and Trust-6$2,328,259$81,175$13,529iApproximate average salary by contribution assumption: employee only about $338,229 at 4% or $225,486 at 6%; with 50% employer match about $225,486 at 4% or $150,324 at 6%; with 100% employer match about $169,115 at 4% or $112,743 at 6%.
202214$2,171,966$82,182$20,546iApproximate average salary by contribution assumption: employee only about $513,638 at 4% or $342,425 at 6%; with 50% employer match about $342,425 at 4% or $228,283 at 6%; with 100% employer match about $256,819 at 4% or $171,213 at 6%.
David L. Halsey, MD Employees 401(K) Profit Sharing Plan and Trust-4$2,171,966$82,182$20,546iApproximate average salary by contribution assumption: employee only about $513,638 at 4% or $342,425 at 6%; with 50% employer match about $342,425 at 4% or $228,283 at 6%; with 100% employer match about $256,819 at 4% or $171,213 at 6%.
202114$2,342,852$95,404$23,851iApproximate average salary by contribution assumption: employee only about $596,275 at 4% or $397,517 at 6%; with 50% employer match about $397,517 at 4% or $265,011 at 6%; with 100% employer match about $298,138 at 4% or $198,758 at 6%.
David L. Halsey, MD Employees 401(K) Profit Sharing Plan and Trust-4$2,342,852$95,404$23,851iApproximate average salary by contribution assumption: employee only about $596,275 at 4% or $397,517 at 6%; with 50% employer match about $397,517 at 4% or $265,011 at 6%; with 100% employer match about $298,138 at 4% or $198,758 at 6%.
202014$2,175,158$97,998$24,500iApproximate average salary by contribution assumption: employee only about $612,488 at 4% or $408,325 at 6%; with 50% employer match about $408,325 at 4% or $272,217 at 6%; with 100% employer match about $306,244 at 4% or $204,163 at 6%.
David L. Halsey, MD Employees 401(K) Profit Sharing Plan and Trust-4$2,175,158$97,998$24,500iApproximate average salary by contribution assumption: employee only about $612,488 at 4% or $408,325 at 6%; with 50% employer match about $408,325 at 4% or $272,217 at 6%; with 100% employer match about $306,244 at 4% or $204,163 at 6%.
201915$1,979,629$88,194$17,639iApproximate average salary by contribution assumption: employee only about $440,970 at 4% or $293,980 at 6%; with 50% employer match about $293,980 at 4% or $195,987 at 6%; with 100% employer match about $220,485 at 4% or $146,990 at 6%.
David L. Halsey, MD Employees 401(K) Profit Sharing Plan and Trust-5$1,979,629$88,194$17,639iApproximate average salary by contribution assumption: employee only about $440,970 at 4% or $293,980 at 6%; with 50% employer match about $293,980 at 4% or $195,987 at 6%; with 100% employer match about $220,485 at 4% or $146,990 at 6%.
201814$1,693,653$82,193$20,548iApproximate average salary by contribution assumption: employee only about $513,706 at 4% or $342,471 at 6%; with 50% employer match about $342,471 at 4% or $228,314 at 6%; with 100% employer match about $256,853 at 4% or $171,235 at 6%.
David L. Halsey, MD Employees 401(K) Profit Sharing Plan and Trust-4$1,693,653$82,193$20,548iApproximate average salary by contribution assumption: employee only about $513,706 at 4% or $342,471 at 6%; with 50% employer match about $342,471 at 4% or $228,314 at 6%; with 100% employer match about $256,853 at 4% or $171,235 at 6%.
201714$1,823,790$79,529$19,882iApproximate average salary by contribution assumption: employee only about $497,056 at 4% or $331,371 at 6%; with 50% employer match about $331,371 at 4% or $220,914 at 6%; with 100% employer match about $248,528 at 4% or $165,685 at 6%.
David L. Halsey, MD Employees 401(K) Profit Sharing Plan and Trust-4$1,823,790$79,529$19,882iApproximate average salary by contribution assumption: employee only about $497,056 at 4% or $331,371 at 6%; with 50% employer match about $331,371 at 4% or $220,914 at 6%; with 100% employer match about $248,528 at 4% or $165,685 at 6%.
201614$1,578,053$77,013$19,253iApproximate average salary by contribution assumption: employee only about $481,331 at 4% or $320,888 at 6%; with 50% employer match about $320,888 at 4% or $213,925 at 6%; with 100% employer match about $240,666 at 4% or $160,444 at 6%.
David L. Halsey, MD Employees 401(K) Profit Sharing Plan and Trust-4$1,578,053$77,013$19,253iApproximate average salary by contribution assumption: employee only about $481,331 at 4% or $320,888 at 6%; with 50% employer match about $320,888 at 4% or $213,925 at 6%; with 100% employer match about $240,666 at 4% or $160,444 at 6%.
201514$1,501,132$76,416$19,104iApproximate average salary by contribution assumption: employee only about $477,600 at 4% or $318,400 at 6%; with 50% employer match about $318,400 at 4% or $212,267 at 6%; with 100% employer match about $238,800 at 4% or $159,200 at 6%.
David L. Halsey, MD Employees 401(K) Profit Sharing Plan and Trust-4$1,501,132$76,416$19,104iApproximate average salary by contribution assumption: employee only about $477,600 at 4% or $318,400 at 6%; with 50% employer match about $318,400 at 4% or $212,267 at 6%; with 100% employer match about $238,800 at 4% or $159,200 at 6%.
201414$1,505,934$73,355$18,339iApproximate average salary by contribution assumption: employee only about $458,469 at 4% or $305,646 at 6%; with 50% employer match about $305,646 at 4% or $203,764 at 6%; with 100% employer match about $229,234 at 4% or $152,823 at 6%.
David L. Halsey, MD Employees 401(K) Profit Sharing Plan and Trust-4$1,505,934$73,355$18,339iApproximate average salary by contribution assumption: employee only about $458,469 at 4% or $305,646 at 6%; with 50% employer match about $305,646 at 4% or $203,764 at 6%; with 100% employer match about $229,234 at 4% or $152,823 at 6%.
201314$1,481,562$24,101$6,025iApproximate average salary by contribution assumption: employee only about $150,631 at 4% or $100,421 at 6%; with 50% employer match about $100,421 at 4% or $66,947 at 6%; with 100% employer match about $75,316 at 4% or $50,210 at 6%.
David L. Halsey, MD Employees 401(K) Profit Sharing Plan and Trust-4$1,481,562$24,101$6,025iApproximate average salary by contribution assumption: employee only about $150,631 at 4% or $100,421 at 6%; with 50% employer match about $100,421 at 4% or $66,947 at 6%; with 100% employer match about $75,316 at 4% or $50,210 at 6%.
201214$1,301,856$73,533$18,383iApproximate average salary by contribution assumption: employee only about $459,581 at 4% or $306,388 at 6%; with 50% employer match about $306,388 at 4% or $204,258 at 6%; with 100% employer match about $229,791 at 4% or $153,194 at 6%.
David L. Halsey, MD Employees 401(K) Profit Sharing Plan and Trust-4$1,301,856$73,533$18,383iApproximate average salary by contribution assumption: employee only about $459,581 at 4% or $306,388 at 6%; with 50% employer match about $306,388 at 4% or $204,258 at 6%; with 100% employer match about $229,791 at 4% or $153,194 at 6%.
201114$1,167,853$73,124$18,281iApproximate average salary by contribution assumption: employee only about $457,025 at 4% or $304,683 at 6%; with 50% employer match about $304,683 at 4% or $203,122 at 6%; with 100% employer match about $228,513 at 4% or $152,342 at 6%.
David L. Halsey, MD Employees 401(K) Profit Sharing Plan and Trust-4$1,167,853$73,124$18,281iApproximate average salary by contribution assumption: employee only about $457,025 at 4% or $304,683 at 6%; with 50% employer match about $304,683 at 4% or $203,122 at 6%; with 100% employer match about $228,513 at 4% or $152,342 at 6%.
201014$1,210,835$73,791$18,448iApproximate average salary by contribution assumption: employee only about $461,194 at 4% or $307,463 at 6%; with 50% employer match about $307,463 at 4% or $204,975 at 6%; with 100% employer match about $230,597 at 4% or $153,731 at 6%.
David L. Halsey, MD Employees 401(K) Profit Sharing Plan and Trust-4$1,210,835$73,791$18,448iApproximate average salary by contribution assumption: employee only about $461,194 at 4% or $307,463 at 6%; with 50% employer match about $307,463 at 4% or $204,975 at 6%; with 100% employer match about $230,597 at 4% or $153,731 at 6%.
200914$1,081,080$71,469$17,867iApproximate average salary by contribution assumption: employee only about $446,681 at 4% or $297,788 at 6%; with 50% employer match about $297,788 at 4% or $198,525 at 6%; with 100% employer match about $223,341 at 4% or $148,894 at 6%.
David L. Halsey, MD Employees 401(K) Profit Sharing Plan and Trust-4$1,081,080$71,469$17,867iApproximate average salary by contribution assumption: employee only about $446,681 at 4% or $297,788 at 6%; with 50% employer match about $297,788 at 4% or $198,525 at 6%; with 100% employer match about $223,341 at 4% or $148,894 at 6%.
200814$867,874$72,486$18,122iApproximate average salary by contribution assumption: employee only about $453,038 at 4% or $302,025 at 6%; with 50% employer match about $302,025 at 4% or $201,350 at 6%; with 100% employer match about $226,519 at 4% or $151,013 at 6%.
David L. Halsey, MD Employees 401(K) Profit Sharing Plan and Trust-4$867,874$72,486$18,122iApproximate average salary by contribution assumption: employee only about $453,038 at 4% or $302,025 at 6%; with 50% employer match about $302,025 at 4% or $201,350 at 6%; with 100% employer match about $226,519 at 4% or $151,013 at 6%.
200714$1,039,321$72,361$18,090iApproximate average salary by contribution assumption: employee only about $452,256 at 4% or $301,504 at 6%; with 50% employer match about $301,504 at 4% or $201,003 at 6%; with 100% employer match about $226,128 at 4% or $150,752 at 6%.
David L. Halsey, MD Employees 401(K) Profit Sharing Plan and Trust-4$1,039,321$72,361$18,090iApproximate average salary by contribution assumption: employee only about $452,256 at 4% or $301,504 at 6%; with 50% employer match about $301,504 at 4% or $201,003 at 6%; with 100% employer match about $226,128 at 4% or $150,752 at 6%.
200614$997,344$70,362$17,591iApproximate average salary by contribution assumption: employee only about $439,763 at 4% or $293,175 at 6%; with 50% employer match about $293,175 at 4% or $195,450 at 6%; with 100% employer match about $219,881 at 4% or $146,588 at 6%.
David L. Halsey, MD Employees 401(K) Profit Sharing Plan and Trust-4$997,344$70,362$17,591iApproximate average salary by contribution assumption: employee only about $439,763 at 4% or $293,175 at 6%; with 50% employer match about $293,175 at 4% or $195,450 at 6%; with 100% employer match about $219,881 at 4% or $146,588 at 6%.
200514$851,947$68,696$17,174iApproximate average salary by contribution assumption: employee only about $429,350 at 4% or $286,233 at 6%; with 50% employer match about $286,233 at 4% or $190,822 at 6%; with 100% employer match about $214,675 at 4% or $143,117 at 6%.
David L. Halsey, MD Employees 401(K) Profit Sharing Plan and Trust-4$851,947$68,696$17,174iApproximate average salary by contribution assumption: employee only about $429,350 at 4% or $286,233 at 6%; with 50% employer match about $286,233 at 4% or $190,822 at 6%; with 100% employer match about $214,675 at 4% or $143,117 at 6%.
200414$744,954$64,310$16,078iApproximate average salary by contribution assumption: employee only about $401,938 at 4% or $267,958 at 6%; with 50% employer match about $267,958 at 4% or $178,639 at 6%; with 100% employer match about $200,969 at 4% or $133,979 at 6%.
David L. Halsey, MD Employees 401(K) Profit Sharing Plan and Trust-4$744,954$64,310$16,078iApproximate average salary by contribution assumption: employee only about $401,938 at 4% or $267,958 at 6%; with 50% employer match about $267,958 at 4% or $178,639 at 6%; with 100% employer match about $200,969 at 4% or $133,979 at 6%.
200314$646,325$69,091$17,273iApproximate average salary by contribution assumption: employee only about $431,819 at 4% or $287,879 at 6%; with 50% employer match about $287,879 at 4% or $191,919 at 6%; with 100% employer match about $215,909 at 4% or $143,940 at 6%.
David L. Halsey, MD Employees 401(K) Profit Sharing Plan and Trust-4$646,325$69,091$17,273iApproximate average salary by contribution assumption: employee only about $431,819 at 4% or $287,879 at 6%; with 50% employer match about $287,879 at 4% or $191,919 at 6%; with 100% employer match about $215,909 at 4% or $143,940 at 6%.
200214$511,363$62,874$15,719iApproximate average salary by contribution assumption: employee only about $392,963 at 4% or $261,975 at 6%; with 50% employer match about $261,975 at 4% or $174,650 at 6%; with 100% employer match about $196,481 at 4% or $130,988 at 6%.
David L. Halsey, MD Employees 401(K) Profit Sharing Plan and Trust-4$511,363$62,874$15,719iApproximate average salary by contribution assumption: employee only about $392,963 at 4% or $261,975 at 6%; with 50% employer match about $261,975 at 4% or $174,650 at 6%; with 100% employer match about $196,481 at 4% or $130,988 at 6%.
200114$0$0-
David L. Halsey, MD Employees 401(K) Profit Sharing Plan and Trust-4---
200014$0$0-
David L. Halsey, MD Employees 401(K) Profit Sharing Plan and Trust-4---
199913$397,352$30,616$10,205iApproximate average salary by contribution assumption: employee only about $255,133 at 4% or $170,089 at 6%; with 50% employer match about $170,089 at 4% or $113,393 at 6%; with 100% employer match about $127,567 at 4% or $85,044 at 6%.
David L. Halsey, MD Employees 401(K) Profit Sharing Plan and Trust-3$397,352$30,616$10,205iApproximate average salary by contribution assumption: employee only about $255,133 at 4% or $170,089 at 6%; with 50% employer match about $170,089 at 4% or $113,393 at 6%; with 100% employer match about $127,567 at 4% or $85,044 at 6%.