Jim Haley & Associates Inc.
Plan context: Jim Haley & Associates Inc. Profit Sharing Plan
EIN 68-0226095 • Roseville, CA • 13 filings • 1 plans
Current Snapshot
Latest Year
2013
2013 Participants
7
2013 Assets
$69,255
2013 Contributions
$28,125
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 7 | $69,255 | $0 | - |
| Jim Haley & Associates Inc. Profit Sharing Plan | - | 7 | $69,255 | - | - |
| 2011 | 1 | 7 | $67,969 | $0 | - |
| Jim Haley & Associates Inc. Profit Sharing Plan | - | 7 | $67,969 | - | - |
| 2010 | 1 | 7 | $68,623 | $0 | - |
| Jim Haley & Associates Inc. Profit Sharing Plan | - | 7 | $68,623 | - | - |
| 2009 | 1 | 7 | $65,355 | $0 | - |
| Jim Haley & Associates Inc. Profit Sharing Plan | - | 7 | $65,355 | - | - |
| 2008 | 1 | 3 | $0 | $0 | - |
| Jim Haley & Associates Inc. Profit Sharing Plan | - | 3 | - | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| Jim Haley & Associates Inc. Profit Sharing Plan | - | 3 | - | - | - |
| 2006 | 1 | 4 | $0 | $0 | - |
| Jim Haley & Associates Inc. Profit Sharing Plan | - | 4 | - | - | - |
| 2005 | 1 | 4 | $140,216 | $0 | - |
| Jim Haley & Associates Inc. Profit Sharing Plan | - | 4 | $140,216 | - | - |
| 2004 | 1 | 7 | $0 | $0 | - |
| Jim Haley & Associates Inc. Profit Sharing Plan | - | 7 | - | - | - |
| 2003 | 1 | 6 | $0 | $0 | - |
| Jim Haley & Associates Inc. Profit Sharing Plan | - | 6 | - | - | - |
| 2002 | 1 | 5 | $88,286 | $0 | - |
| Jim Haley & Associates Inc. Profit Sharing Plan | - | 5 | $88,286 | - | - |
| 2001 | 1 | 5 | $0 | $0 | - |
| Jim Haley & Associates Inc. Profit Sharing Plan | - | 5 | - | - | - |
| 1999 | 1 | 2 | $28,125 | $28,125 | $14,063iApproximate average salary by contribution assumption: employee only about $351,563 at 4% or $234,375 at 6%; with 50% employer match about $234,375 at 4% or $156,250 at 6%; with 100% employer match about $175,781 at 4% or $117,188 at 6%. |
| Jim Haley & Associates Inc. Profit Sharing Plan | - | 2 | $28,125 | $28,125 | $14,063iApproximate average salary by contribution assumption: employee only about $351,563 at 4% or $234,375 at 6%; with 50% employer match about $234,375 at 4% or $156,250 at 6%; with 100% employer match about $175,781 at 4% or $117,188 at 6%. |