Jeff Haulbrook Inc
Plan context: JEFF HAULBROOK, INC PENSION PLAN & TRUST
EIN 57-1017742 • Spartanburg, SC • 28 filings • 8 plans
Current Snapshot
Latest Year
2022
2022 Participants
5
2022 Assets
$1,095,033
2022 Contributions
$191,814
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 |
|---|---|---|---|---|---|
| 2022 | 2 | 0 | $0 | $0 | - |
| JEFF HAULBROOK, INC. PENSION PLAN | - | 0 | $0 | $0 | - |
| JEFF HAULBROOK, INC. PROFIT SHARING PLAN & TRUST | - | 0 | $0 | $0 | - |
| 2021 | 2 | 5 | $1,095,033 | $191,814 | $38,363iApproximate average salary by contribution assumption: employee only about $959,070 at 4% or $639,380 at 6%; with 50% employer match about $639,380 at 4% or $426,253 at 6%; with 100% employer match about $479,535 at 4% or $319,690 at 6%. |
| JEFF HAULBROOK, INC PENSION PLAN & TRUST | - | 5 | $1,043,008 | $175,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| JEFF HAULBROOK, INC. PROFIT SHARING PLAN & TRUST | - | 2 | $52,025 | $16,814 | $8,407iApproximate average salary by contribution assumption: employee only about $210,175 at 4% or $140,117 at 6%; with 50% employer match about $140,117 at 4% or $93,411 at 6%; with 100% employer match about $105,088 at 4% or $70,058 at 6%. |
| 2020 | 2 | 4 | $769,824 | $111,363 | $27,841iApproximate average salary by contribution assumption: employee only about $696,019 at 4% or $464,013 at 6%; with 50% employer match about $464,013 at 4% or $309,342 at 6%; with 100% employer match about $348,009 at 4% or $232,006 at 6%. |
| JEFF HAULBROOK, INC. PENSION PLAN & TRUST | - | 4 | $735,729 | $100,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| JEFF HAULBROOK, INC. PROFIT SHARING PLAN & TRUST | - | 2 | $34,095 | $11,363 | $5,682iApproximate average salary by contribution assumption: employee only about $142,038 at 4% or $94,692 at 6%; with 50% employer match about $94,692 at 4% or $63,128 at 6%; with 100% employer match about $71,019 at 4% or $47,346 at 6%. |
| 2019 | 2 | 3 | $562,594 | $257,592 | $85,864iApproximate average salary by contribution assumption: employee only about $2,146,600 at 4% or $1,431,067 at 6%; with 50% employer match about $1,431,067 at 4% or $954,044 at 6%; with 100% employer match about $1,073,300 at 4% or $715,533 at 6%. |
| JEFF HAULBROOK, INC. PENSION PLAN & TRUST | - | 3 | $540,963 | $250,000 | $83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%. |
| JEFF HAULBROOK, INC. PROFIT SHARING PLAN | - | 1 | $21,631 | $7,592 | $7,592iApproximate average salary by contribution assumption: employee only about $189,800 at 4% or $126,533 at 6%; with 50% employer match about $126,533 at 4% or $84,356 at 6%; with 100% employer match about $94,900 at 4% or $63,267 at 6%. |
| 2018 | 2 | 3 | $240,002 | $6,535 | $2,178iApproximate average salary by contribution assumption: employee only about $54,458 at 4% or $36,306 at 6%; with 50% employer match about $36,306 at 4% or $24,204 at 6%; with 100% employer match about $27,229 at 4% or $18,153 at 6%. |
| JEFF HAULBROOK, INC. PENSION PLAN & TRUST | - | 3 | $227,338 | - | - |
| JEFF HAULBROOK, INC. PROFIT SHARING PLAN | - | 1 | $12,664 | $6,535 | $6,535iApproximate average salary by contribution assumption: employee only about $163,375 at 4% or $108,917 at 6%; with 50% employer match about $108,917 at 4% or $72,611 at 6%; with 100% employer match about $81,688 at 4% or $54,458 at 6%. |
| 2017 | 3 | 3 | $210,854 | $211,540 | $70,513iApproximate average salary by contribution assumption: employee only about $1,762,833 at 4% or $1,175,222 at 6%; with 50% employer match about $1,175,222 at 4% or $783,481 at 6%; with 100% employer match about $881,417 at 4% or $587,611 at 6%. |
| Jeff Haulbrook Inc. Profit Sharing Plan | - | 3 | $204,314 | $205,000 | $68,333iApproximate average salary by contribution assumption: employee only about $1,708,333 at 4% or $1,138,889 at 6%; with 50% employer match about $1,138,889 at 4% or $759,259 at 6%; with 100% employer match about $854,167 at 4% or $569,444 at 6%. |
| JEFF HAULBROOK, INC. PROFIT SHARING PLAN | - | 1 | $6,540 | $6,540 | $6,540iApproximate average salary by contribution assumption: employee only about $163,500 at 4% or $109,000 at 6%; with 50% employer match about $109,000 at 4% or $72,667 at 6%; with 100% employer match about $81,750 at 4% or $54,500 at 6%. |
| Jeff Haulbrook Inc. Profit Sharing Plan | - | 0 | - | - | - |
| 2016 | 1 | 3 | $68,294 | $0 | - |
| Jeff Haulbrook Inc. Profit Sharing Plan | - | 3 | $68,294 | - | - |
| 2015 | 1 | 3 | $65,326 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| Jeff Haulbrook Inc. Profit Sharing Plan | - | 3 | $65,326 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2014 | 1 | 3 | $45,734 | $0 | - |
| Jeff Haulbrook Inc. Profit Sharing Plan | - | 3 | $45,734 | - | - |
| 2013 | 1 | 4 | $50,116 | $0 | - |
| Jeff Haulbrook Inc. Profit Sharing Plan | - | 4 | $50,116 | - | - |
| 2012 | 1 | 5 | $46,669 | $10,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| Jeff Haulbrook Inc. Profit Sharing Plan | - | 5 | $46,669 | $10,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| 2011 | 1 | 4 | $33,201 | $0 | - |
| Jeff Haulbrook Inc. Profit Sharing Plan | - | 4 | $33,201 | - | - |
| 2010 | 1 | 3 | $32,338 | $0 | - |
| Jeff Haulbrook Inc. Profit Sharing Plan | - | 3 | $32,338 | - | - |
| 2009 | 1 | 3 | $30,051 | $0 | - |
| Jeff Haulbrook Inc. Profit Sharing Plan | - | 3 | $30,051 | - | - |
| 2008 | 1 | 3 | $27,177 | $0 | - |
| Jeff Haulbrook Inc. Profit Sharing Plan | - | 3 | $27,177 | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| Jeff Haulbrook Inc. Profit Sharing Plan | - | 3 | - | - | - |
| 2006 | 1 | 3 | $47,771 | $15,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Jeff Haulbrook Inc. Profit Sharing Plan | - | 3 | $47,771 | $15,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2005 | 1 | 2 | $29,755 | $0 | - |
| Jeff Haulbrook Inc. Profit Sharing Plan | - | 2 | $29,755 | - | - |
| 2004 | 1 | 4 | $31,377 | $0 | - |
| Jeff Haulbrook Inc. Profit Sharing Plan | - | 4 | $31,377 | - | - |
| 2003 | 1 | 3 | $30,022 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| Jeff Haulbrook Inc. Profit Sharing Plan | - | 3 | $30,022 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| 2002 | 1 | 2 | $17,500 | $17,500 | $8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%. |
| Jeff Haulbrook Inc. Profit Sharing Plan | - | 2 | $17,500 | $17,500 | $8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%. |