Civic Intelligence

Haber Wealth Management LLC

Plan context: Haber Wealth Management 401(K) Plan

EIN 47-5031907 • Fort Worth, TX • 8 filings • 1 plans

2501 Parkview DriveSuite 110Fort Worth, TX 76102
Current Snapshot

Latest Year

2023

2023 Participants

9

2023 Assets

$826,583

2023 Contributions

$124,180

Historical Graphs

Total Assets Over Time

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

$826,583$413,292$0201620202023YearValue
$826,583Latest year 2023

Participants Over Time

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

950201620202023YearValue
9Latest year 2023

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
202319$826,583$124,180$13,798iApproximate average salary by contribution assumption: employee only about $344,944 at 4% or $229,963 at 6%; with 50% employer match about $229,963 at 4% or $153,309 at 6%; with 100% employer match about $172,472 at 4% or $114,981 at 6%.
Haber Wealth Management 401(K) Plan-9$826,583$124,180$13,798iApproximate average salary by contribution assumption: employee only about $344,944 at 4% or $229,963 at 6%; with 50% employer match about $229,963 at 4% or $153,309 at 6%; with 100% employer match about $172,472 at 4% or $114,981 at 6%.
202219$604,257$88,047$9,783iApproximate average salary by contribution assumption: employee only about $244,575 at 4% or $163,050 at 6%; with 50% employer match about $163,050 at 4% or $108,700 at 6%; with 100% employer match about $122,288 at 4% or $81,525 at 6%.
Haber Wealth Management 401(K) Plan-9$604,257$88,047$9,783iApproximate average salary by contribution assumption: employee only about $244,575 at 4% or $163,050 at 6%; with 50% employer match about $163,050 at 4% or $108,700 at 6%; with 100% employer match about $122,288 at 4% or $81,525 at 6%.
202116$632,931$70,456$11,743iApproximate average salary by contribution assumption: employee only about $293,567 at 4% or $195,711 at 6%; with 50% employer match about $195,711 at 4% or $130,474 at 6%; with 100% employer match about $146,783 at 4% or $97,856 at 6%.
Haber Wealth Management 401(K) Plan-6$632,931$70,456$11,743iApproximate average salary by contribution assumption: employee only about $293,567 at 4% or $195,711 at 6%; with 50% employer match about $195,711 at 4% or $130,474 at 6%; with 100% employer match about $146,783 at 4% or $97,856 at 6%.
202014$487,109$59,724$14,931iApproximate average salary by contribution assumption: employee only about $373,275 at 4% or $248,850 at 6%; with 50% employer match about $248,850 at 4% or $165,900 at 6%; with 100% employer match about $186,638 at 4% or $124,425 at 6%.
Haber Wealth Management 401(K) Plan-4$487,109$59,724$14,931iApproximate average salary by contribution assumption: employee only about $373,275 at 4% or $248,850 at 6%; with 50% employer match about $248,850 at 4% or $165,900 at 6%; with 100% employer match about $186,638 at 4% or $124,425 at 6%.
201914$365,154$55,863$13,966iApproximate average salary by contribution assumption: employee only about $349,144 at 4% or $232,763 at 6%; with 50% employer match about $232,763 at 4% or $155,175 at 6%; with 100% employer match about $174,572 at 4% or $116,381 at 6%.
Haber Wealth Management 401(K) Plan-4$365,154$55,863$13,966iApproximate average salary by contribution assumption: employee only about $349,144 at 4% or $232,763 at 6%; with 50% employer match about $232,763 at 4% or $155,175 at 6%; with 100% employer match about $174,572 at 4% or $116,381 at 6%.
201814$247,214$69,486$17,372iApproximate average salary by contribution assumption: employee only about $434,288 at 4% or $289,525 at 6%; with 50% employer match about $289,525 at 4% or $193,017 at 6%; with 100% employer match about $217,144 at 4% or $144,763 at 6%.
Haber Wealth Management 401(K) Plan-4$247,214$69,486$17,372iApproximate average salary by contribution assumption: employee only about $434,288 at 4% or $289,525 at 6%; with 50% employer match about $289,525 at 4% or $193,017 at 6%; with 100% employer match about $217,144 at 4% or $144,763 at 6%.
201712$193,717$33,028$16,514iApproximate average salary by contribution assumption: employee only about $412,850 at 4% or $275,233 at 6%; with 50% employer match about $275,233 at 4% or $183,489 at 6%; with 100% employer match about $206,425 at 4% or $137,617 at 6%.
Haber Wealth Management 401(K) Plan-2$193,717$33,028$16,514iApproximate average salary by contribution assumption: employee only about $412,850 at 4% or $275,233 at 6%; with 50% employer match about $275,233 at 4% or $183,489 at 6%; with 100% employer match about $206,425 at 4% or $137,617 at 6%.
201612$134,567$128,994$64,497iApproximate average salary by contribution assumption: employee only about $1,612,425 at 4% or $1,074,950 at 6%; with 50% employer match about $1,074,950 at 4% or $716,633 at 6%; with 100% employer match about $806,213 at 4% or $537,475 at 6%.
Haber Wealth Management 401(K) Plan-2$134,567$128,994$64,497iApproximate average salary by contribution assumption: employee only about $1,612,425 at 4% or $1,074,950 at 6%; with 50% employer match about $1,074,950 at 4% or $716,633 at 6%; with 100% employer match about $806,213 at 4% or $537,475 at 6%.