Civic Intelligence

Haley and Company LLC

Plan context: Haley and Company LLC 401(K) Savings Plan

EIN 83-4068950 • Encinitas, CA • 7 filings • 1 plans

374 N. Coast Hwy 101, Ste 2Encinitas, CA 92024
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$2,500,001

2025 Contributions

$92,194

Historical Graphs

Total Assets Over Time

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

$2,500,001$1,250,001$0201920222025YearValue
$2,500,001Latest year 2025

Participants Over Time

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

210201920222025YearValue
2Latest year 2025

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
202512$2,500,001$92,194$46,097iApproximate average salary by contribution assumption: employee only about $1,152,425 at 4% or $768,283 at 6%; with 50% employer match about $768,283 at 4% or $512,189 at 6%; with 100% employer match about $576,213 at 4% or $384,142 at 6%.
Haley and Company LLC 401(K) Savings Plan-2$2,500,001$92,194$46,097iApproximate average salary by contribution assumption: employee only about $1,152,425 at 4% or $768,283 at 6%; with 50% employer match about $768,283 at 4% or $512,189 at 6%; with 100% employer match about $576,213 at 4% or $384,142 at 6%.
202412$2,165,512$88,311$44,156iApproximate average salary by contribution assumption: employee only about $1,103,888 at 4% or $735,925 at 6%; with 50% employer match about $735,925 at 4% or $490,617 at 6%; with 100% employer match about $551,944 at 4% or $367,963 at 6%.
Haley and Company LLC 401(K) Savings Plan-2$2,165,512$88,311$44,156iApproximate average salary by contribution assumption: employee only about $1,103,888 at 4% or $735,925 at 6%; with 50% employer match about $735,925 at 4% or $490,617 at 6%; with 100% employer match about $551,944 at 4% or $367,963 at 6%.
202312$1,810,442$80,922$40,461iApproximate average salary by contribution assumption: employee only about $1,011,525 at 4% or $674,350 at 6%; with 50% employer match about $674,350 at 4% or $449,567 at 6%; with 100% employer match about $505,763 at 4% or $337,175 at 6%.
Haley and Company LLC 401(K) Savings Plan-2$1,810,442$80,922$40,461iApproximate average salary by contribution assumption: employee only about $1,011,525 at 4% or $674,350 at 6%; with 50% employer match about $674,350 at 4% or $449,567 at 6%; with 100% employer match about $505,763 at 4% or $337,175 at 6%.
202212$1,341,285$78,889$39,445iApproximate average salary by contribution assumption: employee only about $986,113 at 4% or $657,408 at 6%; with 50% employer match about $657,408 at 4% or $438,272 at 6%; with 100% employer match about $493,056 at 4% or $328,704 at 6%.
Haley and Company LLC 401(K) Savings Plan-2$1,341,285$78,889$39,445iApproximate average salary by contribution assumption: employee only about $986,113 at 4% or $657,408 at 6%; with 50% employer match about $657,408 at 4% or $438,272 at 6%; with 100% employer match about $493,056 at 4% or $328,704 at 6%.
202112$1,679,817$75,996$37,998iApproximate average salary by contribution assumption: employee only about $949,950 at 4% or $633,300 at 6%; with 50% employer match about $633,300 at 4% or $422,200 at 6%; with 100% employer match about $474,975 at 4% or $316,650 at 6%.
Haley and Company LLC 401(K) Savings Plan-2$1,679,817$75,996$37,998iApproximate average salary by contribution assumption: employee only about $949,950 at 4% or $633,300 at 6%; with 50% employer match about $633,300 at 4% or $422,200 at 6%; with 100% employer match about $474,975 at 4% or $316,650 at 6%.
202012$1,263,296$72,377$36,189iApproximate average salary by contribution assumption: employee only about $904,713 at 4% or $603,142 at 6%; with 50% employer match about $603,142 at 4% or $402,094 at 6%; with 100% employer match about $452,356 at 4% or $301,571 at 6%.
Haley and Company LLC 401(K) Savings Plan-2$1,263,296$72,377$36,189iApproximate average salary by contribution assumption: employee only about $904,713 at 4% or $603,142 at 6%; with 50% employer match about $603,142 at 4% or $402,094 at 6%; with 100% employer match about $452,356 at 4% or $301,571 at 6%.
201912$1,050,804$962,361$481,181iApproximate average salary by contribution assumption: employee only about $12,029,513 at 4% or $8,019,675 at 6%; with 50% employer match about $8,019,675 at 4% or $5,346,450 at 6%; with 100% employer match about $6,014,756 at 4% or $4,009,838 at 6%.
Haley and Company LLC 401(K) Savings Plan-2$1,050,804$962,361$481,181iApproximate average salary by contribution assumption: employee only about $12,029,513 at 4% or $8,019,675 at 6%; with 50% employer match about $8,019,675 at 4% or $5,346,450 at 6%; with 100% employer match about $6,014,756 at 4% or $4,009,838 at 6%.