Havenbrook Partners LLC
Plan context: Havenbrook Homes 401(K) Plan
EIN 45-5487665 • Duluth, GA • 9 filings • 3 plans
Current Snapshot
Latest Year
2021
2021 Participants
176
2021 Assets
$2,542,559
2021 Contributions
$575,421
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $575,421 | - |
| Havenbrook Homes 401(K) Plan | - | 0 | - | $575,421 | - |
| 2020 | 2 | 176 | $2,542,559 | $815,543 | $4,634iApproximate average salary by contribution assumption: employee only about $115,844 at 4% or $77,229 at 6%; with 50% employer match about $77,229 at 4% or $51,486 at 6%; with 100% employer match about $57,922 at 4% or $38,615 at 6%. |
| Havenbrook Homes 401(K) Plan | - | 176 | $2,542,559 | $815,543 | $4,634iApproximate average salary by contribution assumption: employee only about $115,844 at 4% or $77,229 at 6%; with 50% employer match about $77,229 at 4% or $51,486 at 6%; with 100% employer match about $57,922 at 4% or $38,615 at 6%. |
| HAVENBROOK PARTNERS WRAP PLAN | - | 0 | - | - | - |
| 2019 | 2 | 189 | $1,577,598 | $604,784 | $3,200iApproximate average salary by contribution assumption: employee only about $79,998 at 4% or $53,332 at 6%; with 50% employer match about $53,332 at 4% or $35,555 at 6%; with 100% employer match about $39,999 at 4% or $26,666 at 6%. |
| Havenbrook Homes 401(K) Plan | - | 187 | $1,577,598 | $604,784 | $3,234iApproximate average salary by contribution assumption: employee only about $80,853 at 4% or $53,902 at 6%; with 50% employer match about $53,902 at 4% or $35,935 at 6%; with 100% employer match about $40,427 at 4% or $26,951 at 6%. |
| HAVENBROOK PARTNERS WRAP PLAN | - | 189 | - | - | - |
| 2018 | 1 | 89 | $917,388 | $545,629 | $6,131iApproximate average salary by contribution assumption: employee only about $153,267 at 4% or $102,178 at 6%; with 50% employer match about $102,178 at 4% or $68,118 at 6%; with 100% employer match about $76,633 at 4% or $51,089 at 6%. |
| Havenbrook Homes 401(K) Plan | - | 89 | $917,388 | $545,629 | $6,131iApproximate average salary by contribution assumption: employee only about $153,267 at 4% or $102,178 at 6%; with 50% employer match about $102,178 at 4% or $68,118 at 6%; with 100% employer match about $76,633 at 4% or $51,089 at 6%. |
| 2017 | 1 | 81 | $474,919 | $439,846 | $5,430iApproximate average salary by contribution assumption: employee only about $135,755 at 4% or $90,503 at 6%; with 50% employer match about $90,503 at 4% or $60,336 at 6%; with 100% employer match about $67,877 at 4% or $45,252 at 6%. |
| Havenbrook Homes 401(K) Plan | - | 81 | $474,919 | $439,846 | $5,430iApproximate average salary by contribution assumption: employee only about $135,755 at 4% or $90,503 at 6%; with 50% employer match about $90,503 at 4% or $60,336 at 6%; with 100% employer match about $67,877 at 4% or $45,252 at 6%. |
| 2015 | 1 | 91 | $0 | $0 | - |
| HAVENBROOK HOMES EMPLOYEE BENEFITS PLAN | - | 91 | - | - | - |
| 2014 | 1 | 166 | $0 | $0 | - |
| HAVENBROOK HOMES EMPLOYEE BENEFITS PLAN | - | 166 | - | - | - |