Civic Intelligence

Haile Brokerage Inc.

Plan context: HAILE RESOURCES AMENDED AND RESTATED CASH BALANCE PENSION PLAN AND TRUST

EIN 75-2146764 • Dallas, TX • 36 filings • 5 plans

2650 Freewood DriveDallas, TX 75220
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,068,429

2024 Contributions

$177,597

Historical Graphs

Total Assets Over Time

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

$2,513,095$1,256,548$0200920172024YearValue
$2,068,429Latest year 2024

Participants Over Time

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

1370200720162024YearValue
5Latest 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
202425$2,068,429$177,597$35,519iApproximate average salary by contribution assumption: employee only about $887,985 at 4% or $591,990 at 6%; with 50% employer match about $591,990 at 4% or $394,660 at 6%; with 100% employer match about $443,993 at 4% or $295,995 at 6%.
HAILE RESOURCES AMENDED AND RESTATED CASH BALANCE PENSION PLAN AND TRUST-5$1,511,568$150,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Haile Resources Profit Sharing Plan and Trust-5$556,861$27,597$5,519iApproximate average salary by contribution assumption: employee only about $137,985 at 4% or $91,990 at 6%; with 50% employer match about $91,990 at 4% or $61,327 at 6%; with 100% employer match about $68,993 at 4% or $45,995 at 6%.
202325$1,694,744$64,276$12,855iApproximate average salary by contribution assumption: employee only about $321,380 at 4% or $214,253 at 6%; with 50% employer match about $214,253 at 4% or $142,836 at 6%; with 100% employer match about $160,690 at 4% or $107,127 at 6%.
HAILE RESOURCES AMENDED AND RESTATED CASH BALANCE PENSION PLAN AND TRUST-5$1,225,479$35,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
Haile Resources Profit Sharing Plan and Trust-5$469,265$29,276$5,855iApproximate average salary by contribution assumption: employee only about $146,380 at 4% or $97,587 at 6%; with 50% employer match about $97,587 at 4% or $65,058 at 6%; with 100% employer match about $73,190 at 4% or $48,793 at 6%.
202226$1,950,909$247,568$41,261iApproximate average salary by contribution assumption: employee only about $1,031,533 at 4% or $687,689 at 6%; with 50% employer match about $687,689 at 4% or $458,459 at 6%; with 100% employer match about $515,767 at 4% or $343,844 at 6%.
HAILE RESOURCES AMENDED AND RESTATED CASH BALANCE PENSION PLAN AND TRUST-6$1,139,168$200,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Haile Resources Profit Sharing Plan and Trust-6$811,741$47,568$7,928iApproximate average salary by contribution assumption: employee only about $198,200 at 4% or $132,133 at 6%; with 50% employer match about $132,133 at 4% or $88,089 at 6%; with 100% employer match about $99,100 at 4% or $66,067 at 6%.
2021210$1,979,446$160,793$16,079iApproximate average salary by contribution assumption: employee only about $401,983 at 4% or $267,988 at 6%; with 50% employer match about $267,988 at 4% or $178,659 at 6%; with 100% employer match about $200,991 at 4% or $133,994 at 6%.
HAILE RESOURCES CASH BALANCE PENSION PLAN AND TRUST-7$1,057,274$110,000$15,714iApproximate average salary by contribution assumption: employee only about $392,857 at 4% or $261,905 at 6%; with 50% employer match about $261,905 at 4% or $174,603 at 6%; with 100% employer match about $196,429 at 4% or $130,952 at 6%.
Haile Resources Profit Sharing Plan and Trust-10$922,172$50,793$5,079iApproximate average salary by contribution assumption: employee only about $126,983 at 4% or $84,655 at 6%; with 50% employer match about $84,655 at 4% or $56,437 at 6%; with 100% employer match about $63,491 at 4% or $42,328 at 6%.
2020212$1,684,869$233,376$19,448iApproximate average salary by contribution assumption: employee only about $486,200 at 4% or $324,133 at 6%; with 50% employer match about $324,133 at 4% or $216,089 at 6%; with 100% employer match about $243,100 at 4% or $162,067 at 6%.
HAILE RESOURCES CASH BALANCE PENSION PLAN AND TRUST-6$885,463$150,000$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%.
Haile Resources Profit Sharing Plan and Trust-12$799,406$83,376$6,948iApproximate average salary by contribution assumption: employee only about $173,700 at 4% or $115,800 at 6%; with 50% employer match about $115,800 at 4% or $77,200 at 6%; with 100% employer match about $86,850 at 4% or $57,900 at 6%.
2019213$1,295,402$126,669$9,744iApproximate average salary by contribution assumption: employee only about $243,594 at 4% or $162,396 at 6%; with 50% employer match about $162,396 at 4% or $108,264 at 6%; with 100% employer match about $121,797 at 4% or $81,198 at 6%.
Haile Resources Profit Sharing Plan and Trust-13$655,780$51,669$3,975iApproximate average salary by contribution assumption: employee only about $99,363 at 4% or $66,242 at 6%; with 50% employer match about $66,242 at 4% or $44,162 at 6%; with 100% employer match about $49,682 at 4% or $33,121 at 6%.
HAILE RESOURCES CASH BALANCE PENSION PLAN AND TRUST-7$639,622$75,000$10,714iApproximate average salary by contribution assumption: employee only about $267,857 at 4% or $178,571 at 6%; with 50% employer match about $178,571 at 4% or $119,048 at 6%; with 100% employer match about $133,929 at 4% or $89,286 at 6%.
2018210$1,071,950$435,690$43,569iApproximate average salary by contribution assumption: employee only about $1,089,225 at 4% or $726,150 at 6%; with 50% employer match about $726,150 at 4% or $484,100 at 6%; with 100% employer match about $544,613 at 4% or $363,075 at 6%.
Haile Resources Profit Sharing Plan and Trust-10$555,459$185,690$18,569iApproximate average salary by contribution assumption: employee only about $464,225 at 4% or $309,483 at 6%; with 50% employer match about $309,483 at 4% or $206,322 at 6%; with 100% employer match about $232,113 at 4% or $154,742 at 6%.
HAILE RESOURCES CASH BALANCE PENSION PLAN AND TRUST-8$516,491$250,000$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
2017212$675,796$88,680$7,390iApproximate average salary by contribution assumption: employee only about $184,750 at 4% or $123,167 at 6%; with 50% employer match about $123,167 at 4% or $82,111 at 6%; with 100% employer match about $92,375 at 4% or $61,583 at 6%.
Haile Resources Profit Sharing Plan and Trust-12$394,920$68,680$5,723iApproximate average salary by contribution assumption: employee only about $143,083 at 4% or $95,389 at 6%; with 50% employer match about $95,389 at 4% or $63,593 at 6%; with 100% employer match about $71,542 at 4% or $47,694 at 6%.
HAILE RESOURCES CASH BALANCE PENSION PLAN AND TRUST-8$280,876$20,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
2016210$2,513,095$291,030$29,103iApproximate average salary by contribution assumption: employee only about $727,575 at 4% or $485,050 at 6%; with 50% employer match about $485,050 at 4% or $323,367 at 6%; with 100% employer match about $363,788 at 4% or $242,525 at 6%.
HAILE RESOURCES CASH BALANCE PENSION PLAN AND TRUST-7$2,206,797$235,000$33,571iApproximate average salary by contribution assumption: employee only about $839,286 at 4% or $559,524 at 6%; with 50% employer match about $559,524 at 4% or $373,016 at 6%; with 100% employer match about $419,643 at 4% or $279,762 at 6%.
Haile Resources Profit Sharing Plan and Trust-10$306,298$56,030$5,603iApproximate average salary by contribution assumption: employee only about $140,075 at 4% or $93,383 at 6%; with 50% employer match about $93,383 at 4% or $62,256 at 6%; with 100% employer match about $70,038 at 4% or $46,692 at 6%.
201527$2,203,274$245,027$35,004iApproximate average salary by contribution assumption: employee only about $875,096 at 4% or $583,398 at 6%; with 50% employer match about $583,398 at 4% or $388,932 at 6%; with 100% employer match about $437,548 at 4% or $291,699 at 6%.
HAILE RESOURCES CASH BALANCE PENSION PLAN AND TRUST-7$1,961,314$200,000$28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%.
Haile Resources Profit Sharing Plan and Trust-6$241,960$45,027$7,505iApproximate average salary by contribution assumption: employee only about $187,613 at 4% or $125,075 at 6%; with 50% employer match about $125,075 at 4% or $83,383 at 6%; with 100% employer match about $93,806 at 4% or $62,538 at 6%.
201427$2,024,325$272,740$38,963iApproximate average salary by contribution assumption: employee only about $974,071 at 4% or $649,381 at 6%; with 50% employer match about $649,381 at 4% or $432,921 at 6%; with 100% employer match about $487,036 at 4% or $324,690 at 6%.
HAILE RESOURCES CASH BALANCE PENSION PLAN AND TRUST-7$1,813,389$225,000$32,143iApproximate average salary by contribution assumption: employee only about $803,571 at 4% or $535,714 at 6%; with 50% employer match about $535,714 at 4% or $357,143 at 6%; with 100% employer match about $401,786 at 4% or $267,857 at 6%.
Haile Resources Profit Sharing Plan and Trust-6$210,936$47,740$7,957iApproximate average salary by contribution assumption: employee only about $198,917 at 4% or $132,611 at 6%; with 50% employer match about $132,611 at 4% or $88,407 at 6%; with 100% employer match about $99,458 at 4% or $66,306 at 6%.
201328$1,707,770$200,000$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%.
HAILE RESOURCES CASH BALANCE PENSION PLAN AND TRUST-7$1,535,057$200,000$28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%.
Haile Resources Profit Sharing Plan and Trust-8$172,713--
2012210$1,467,458$247,172$24,717iApproximate average salary by contribution assumption: employee only about $617,930 at 4% or $411,953 at 6%; with 50% employer match about $411,953 at 4% or $274,636 at 6%; with 100% employer match about $308,965 at 4% or $205,977 at 6%.
HAILE RESOURCES CASH BALANCE PLAN AND TRUST-7$1,215,925$200,000$28,571iApproximate average salary by contribution assumption: employee only about $714,286 at 4% or $476,190 at 6%; with 50% employer match about $476,190 at 4% or $317,460 at 6%; with 100% employer match about $357,143 at 4% or $238,095 at 6%.
Haile Resources Profit Sharing Plan and Trust-10$251,533$47,172$4,717iApproximate average salary by contribution assumption: employee only about $117,930 at 4% or $78,620 at 6%; with 50% employer match about $78,620 at 4% or $52,413 at 6%; with 100% employer match about $58,965 at 4% or $39,310 at 6%.
201129$1,216,756$275,301$30,589iApproximate average salary by contribution assumption: employee only about $764,725 at 4% or $509,817 at 6%; with 50% employer match about $509,817 at 4% or $339,878 at 6%; with 100% employer match about $382,363 at 4% or $254,908 at 6%.
HAILE RESOURCES CASH BALANCE PLAN AND TRUST-6$1,012,395$240,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Haile Resources Profit Sharing Plan and Trust-9$204,361$35,301$3,922iApproximate average salary by contribution assumption: employee only about $98,058 at 4% or $65,372 at 6%; with 50% employer match about $65,372 at 4% or $43,581 at 6%; with 100% employer match about $49,029 at 4% or $32,686 at 6%.
201027$904,056$211,560$30,223iApproximate average salary by contribution assumption: employee only about $755,571 at 4% or $503,714 at 6%; with 50% employer match about $503,714 at 4% or $335,810 at 6%; with 100% employer match about $377,786 at 4% or $251,857 at 6%.
HAILE RESOURCES CASH BALANCE PLAN AND TRUST-6$734,996$173,000$28,833iApproximate average salary by contribution assumption: employee only about $720,833 at 4% or $480,556 at 6%; with 50% employer match about $480,556 at 4% or $320,370 at 6%; with 100% employer match about $360,417 at 4% or $240,278 at 6%.
Haile Resources Profit Sharing Plan and Trust-7$169,060$38,560$5,509iApproximate average salary by contribution assumption: employee only about $137,714 at 4% or $91,810 at 6%; with 50% employer match about $91,810 at 4% or $61,206 at 6%; with 100% employer match about $68,857 at 4% or $45,905 at 6%.
200927$130,500$48,585$6,941iApproximate average salary by contribution assumption: employee only about $173,518 at 4% or $115,679 at 6%; with 50% employer match about $115,679 at 4% or $77,119 at 6%; with 100% employer match about $86,759 at 4% or $57,839 at 6%.
Haile Resources Profit Sharing Plan and Trust-7$130,500$48,585$6,941iApproximate average salary by contribution assumption: employee only about $173,518 at 4% or $115,679 at 6%; with 50% employer match about $115,679 at 4% or $77,119 at 6%; with 100% employer match about $86,759 at 4% or $57,839 at 6%.
HAILE RESOURCES CASH BALANCE PLAN AND TRUST-5---
200825$0$0-
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HAILE RESOURCES CASH BALANCE PLAN AND TRUST-5---
200725$0$0-
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