Civic Intelligence

Stephen Matthews

Plan context: Haverstock Garrett & Roberts Profit Sharing Plan & Trust

EIN 43-1154886 • Earth City, MO • 49 filings • 9 plans

514 Earth City Plz Ste 131Earth City, MO 63045-1303
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$316,668

2024 Contributions

$1,556

Historical Graphs

Total Assets Over Time

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

$2,038,920$1,019,460$0199920142024YearValue
$316,668Latest year 2024

Participants Over Time

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

1790199920122024YearValue
2Latest 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
202422$316,668$0-
Haverstock Garrett & Roberts Profit Sharing Plan & Trust-2$273,677--
Haverstock Garrett & Roberts Money Purchase Plan & Trust-2$42,991--
202322$292,744$0-
Haverstock Garrett & Roberts Profit Sharing Plan & Trust-2$250,969--
Haverstock Garrett & Roberts Money Purchase Plan & Trust-2$41,775--
202223$331,971$0-
Haverstock Garrett & Roberts Profit Sharing Plan & Trust-3$291,326$0-
Haverstock Garrett & Roberts Money Purchase Plan & Trust-2$40,645$0-
202123$369,033$0-
Haverstock Garrett & Roberts Profit Sharing Plan & Trust-3$328,595--
Haverstock Garrett & Roberts Money Purchase Plan & Trust-2$40,438--
202023$365,491$0-
Haverstock Garrett & Roberts Profit Sharing Plan & Trust-3$325,005--
Haverstock Garrett & Roberts Money Purchase Plan & Trust-2$40,486--
201923$362,146$0-
Haverstock Garrett & Roberts Profit Sharing Plan & Trust-3$321,646--
Haverstock Garrett & Roberts Money Purchase Plan & Trust-2$40,500--
201823$316,563$0-
Haverstock Garrett & Roberts Profit Sharing Plan & Trust-3$276,352--
Haverstock Garrett & Roberts Money Purchase Plan & Trust-2$40,211--
201723$344,025$0-
Haverstock Garrett & Roberts Profit Sharing Plan & Trust-3$303,995$0-
Haverstock Garrett & Roberts Money Purchase Plan & Trust-2$40,030$0-
201622$310,324$0-
Haverstock Garrett & Roberts Profit Sharing Plan & Trust-2$270,257--
Haverstock Garrett & Roberts Money Purchase Plan & Trust-2$40,067--
201522$305,258$0-
Haverstock Garrett & Roberts Profit Sharing Plan & Trust-2$265,145--
Haverstock Garrett & Roberts Money Purchase Plan & Trust-2$40,113--
201422$319,060$0-
Haverstock Garrett & Roberts Profit Sharing Plan & Trust-2$278,901--
Haverstock Garrett & Roberts Money Purchase Plan & Trust-2$40,159--
201324$491,409$1,556$389iApproximate average salary by contribution assumption: employee only about $9,725 at 4% or $6,483 at 6%; with 50% employer match about $6,483 at 4% or $4,322 at 6%; with 100% employer match about $4,863 at 4% or $3,242 at 6%.
Haverstock Garrett & Roberts Profit Sharing Plan & Trust-4$412,495$1,556$389iApproximate average salary by contribution assumption: employee only about $9,725 at 4% or $6,483 at 6%; with 50% employer match about $6,483 at 4% or $4,322 at 6%; with 100% employer match about $4,863 at 4% or $3,242 at 6%.
Haverstock Garrett & Roberts Profit Sharing Plan & Trust-4$78,914--
201223$559,886$0-
Haverstock Garrett & Roberts Profit Sharing Plan & Trust-3$453,264--
Haverstock Garrett & Roberts Money Purchase Plan & Trust-3$106,622--
201124$549,427$0-
Haverstock Garrett & Roberts Profit Sharing Plan & Trust-4$429,826--
Haverstock Garrett & Roberts Money Purchase Plan & Trust-3$119,601--
200928$638,622$0-
Haverstock Garrett & Roberts Profit Sharing Plan & Trust-8$495,771--
Haverstock Garrett & Roberts Money Purchase Plan & Trust-8$142,851--
200829$0$0-
Haverstock Garrett & Roberts Money Purchase Plan & Trust-9---
Haverstock Garrett & Roberts Profit Sharing Plan & Trust-9---
200729$0$0-
Haverstock Garrett & Roberts Money Purchase Plan & Trust-9---
Haverstock Garrett & Roberts Profit Sharing Plan & Trust-9---
200629$1,869,035$44,026$4,892iApproximate average salary by contribution assumption: employee only about $122,294 at 4% or $81,530 at 6%; with 50% employer match about $81,530 at 4% or $54,353 at 6%; with 100% employer match about $61,147 at 4% or $40,765 at 6%.
Haverstock Garrett & Roberts Profit Sharing Plan & Trust-9$1,533,134$22,013$2,446iApproximate average salary by contribution assumption: employee only about $61,147 at 4% or $40,765 at 6%; with 50% employer match about $40,765 at 4% or $27,177 at 6%; with 100% employer match about $30,574 at 4% or $20,382 at 6%.
Haverstock Garrett & Roberts Money Purchase Plan & Trust-9$335,901$22,013$2,446iApproximate average salary by contribution assumption: employee only about $61,147 at 4% or $40,765 at 6%; with 50% employer match about $40,765 at 4% or $27,177 at 6%; with 100% employer match about $30,574 at 4% or $20,382 at 6%.
2005210$1,669,032$53,482$5,348iApproximate average salary by contribution assumption: employee only about $133,705 at 4% or $89,137 at 6%; with 50% employer match about $89,137 at 4% or $59,424 at 6%; with 100% employer match about $66,853 at 4% or $44,568 at 6%.
Haverstock Garrett & Roberts Profit Sharing Plan & Trust-10$1,371,927$26,741$2,674iApproximate average salary by contribution assumption: employee only about $66,853 at 4% or $44,568 at 6%; with 50% employer match about $44,568 at 4% or $29,712 at 6%; with 100% employer match about $33,426 at 4% or $22,284 at 6%.
Haverstock Garrett & Roberts Money Purchase Plan & Trust-10$297,105$26,741$2,674iApproximate average salary by contribution assumption: employee only about $66,853 at 4% or $44,568 at 6%; with 50% employer match about $44,568 at 4% or $29,712 at 6%; with 100% employer match about $33,426 at 4% or $22,284 at 6%.
2004210$1,629,989$90,018$9,002iApproximate average salary by contribution assumption: employee only about $225,045 at 4% or $150,030 at 6%; with 50% employer match about $150,030 at 4% or $100,020 at 6%; with 100% employer match about $112,522 at 4% or $75,015 at 6%.
Haverstock Garrett & Roberts Profit Sharing Plan & Trust-10$1,343,138$45,009$4,501iApproximate average salary by contribution assumption: employee only about $112,522 at 4% or $75,015 at 6%; with 50% employer match about $75,015 at 4% or $50,010 at 6%; with 100% employer match about $56,261 at 4% or $37,508 at 6%.
Haverstock Garrett & Roberts Money Purchase Plan & Trust-10$286,851$45,009$4,501iApproximate average salary by contribution assumption: employee only about $112,522 at 4% or $75,015 at 6%; with 50% employer match about $75,015 at 4% or $50,010 at 6%; with 100% employer match about $56,261 at 4% or $37,508 at 6%.
2003210$1,444,662$28,417$2,842iApproximate average salary by contribution assumption: employee only about $71,043 at 4% or $47,362 at 6%; with 50% employer match about $47,362 at 4% or $31,574 at 6%; with 100% employer match about $35,521 at 4% or $23,681 at 6%.
Haverstock Garrett & Roberts Profit Sharing Plan & Trust-10$1,202,980$9,473$947iApproximate average salary by contribution assumption: employee only about $23,683 at 4% or $15,788 at 6%; with 50% employer match about $15,788 at 4% or $10,526 at 6%; with 100% employer match about $11,841 at 4% or $7,894 at 6%.
Haverstock Garrett & Roberts Money Purchase Plan & Trust-10$241,682$18,944$1,894iApproximate average salary by contribution assumption: employee only about $47,360 at 4% or $31,573 at 6%; with 50% employer match about $31,573 at 4% or $21,049 at 6%; with 100% employer match about $23,680 at 4% or $15,787 at 6%.
2002211$1,243,850$64,128$5,830iApproximate average salary by contribution assumption: employee only about $145,745 at 4% or $97,164 at 6%; with 50% employer match about $97,164 at 4% or $64,776 at 6%; with 100% employer match about $72,873 at 4% or $48,582 at 6%.
Haverstock Garrett & Roberts Profit Sharing Plan & Trust-11$1,023,939$29,064$2,642iApproximate average salary by contribution assumption: employee only about $66,055 at 4% or $44,036 at 6%; with 50% employer match about $44,036 at 4% or $29,358 at 6%; with 100% employer match about $33,027 at 4% or $22,018 at 6%.
Haverstock Garrett & Roberts Money Purchase Plan & Trust-11$219,911$35,064$3,188iApproximate average salary by contribution assumption: employee only about $79,691 at 4% or $53,127 at 6%; with 50% employer match about $53,127 at 4% or $35,418 at 6%; with 100% employer match about $39,845 at 4% or $26,564 at 6%.
2001214$0$0-
Haverstock Garrett & Roberts Profit Sharing Plan & Trust-14---
Haverstock Garrett & Roberts Money Purchase Plan & Trust-14---
2000214$2,038,920$75,754$5,411iApproximate average salary by contribution assumption: employee only about $135,275 at 4% or $90,183 at 6%; with 50% employer match about $90,183 at 4% or $60,122 at 6%; with 100% employer match about $67,638 at 4% or $45,092 at 6%.
Haverstock Garrett & Roberts Profit Sharing Plan & Trust-14$1,821,286$35,405$2,529iApproximate average salary by contribution assumption: employee only about $63,223 at 4% or $42,149 at 6%; with 50% employer match about $42,149 at 4% or $28,099 at 6%; with 100% employer match about $31,612 at 4% or $21,074 at 6%.
Haverstock Garrett & Roberts Money Purchase Plan & Trust-14$217,634$40,349$2,882iApproximate average salary by contribution assumption: employee only about $72,052 at 4% or $48,035 at 6%; with 50% employer match about $48,035 at 4% or $32,023 at 6%; with 100% employer match about $36,026 at 4% or $24,017 at 6%.
1999117$1,792,619$44,009$2,589iApproximate average salary by contribution assumption: employee only about $64,719 at 4% or $43,146 at 6%; with 50% employer match about $43,146 at 4% or $28,764 at 6%; with 100% employer match about $32,360 at 4% or $21,573 at 6%.
Haverstock Garrett & Roberts Profit Sharing Plan & Trust-17$1,792,619$44,009$2,589iApproximate average salary by contribution assumption: employee only about $64,719 at 4% or $43,146 at 6%; with 50% employer match about $43,146 at 4% or $28,764 at 6%; with 100% employer match about $32,360 at 4% or $21,573 at 6%.