Civic Intelligence

The Halsey Group

Plan context: The Halsey Group Profit Sharing 401(K) Plan

EIN 94-3062987 • Napa, CA • 20 filings • 2 plans

25 Valley Club CircleNapa, CA 94558
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$5,082

2019 Contributions

$15,900

Historical Graphs

Total Assets Over Time

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

$1,346,006$673,003$0200020112019YearValue
$5,082Latest year 2019

Participants Over Time

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

630200020102019YearValue
2Latest year 2019

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
201912$5,082$0-
The Halsey Group Profit Sharing 401(K) Plan-2$5,082--
201813$596,383$0-
The Halsey Group Profit Sharing 401(K) Plan-3$596,383--
201713$605,889$0-
The Halsey Group Profit Sharing 401(K) Plan-3$605,889--
201613$671,006$0-
The Halsey Group Profit Sharing 401(K) Plan-3$671,006--
201513$777,978$0-
The Halsey Group Profit Sharing 401(K) Plan-3$777,978--
201413$918,777$0-
The Halsey Group Profit Sharing 401(K) Plan-3$918,777--
201313$1,034,785$0-
The Halsey Group Profit Sharing 401(K) Plan-3$1,034,785--
201214$1,132,113$0-
The Halsey Group Profit Sharing 401(K) Plan-4$1,132,113--
201114$1,064,606$0-
The Halsey Group Profit Sharing 401(K) Plan-4$1,064,606--
201014$1,127,290$0-
The Halsey Group Profit Sharing 401(K) Plan-4$1,127,290--
200914$1,166,162$15,900$3,975iApproximate average salary by contribution assumption: employee only about $99,375 at 4% or $66,250 at 6%; with 50% employer match about $66,250 at 4% or $44,167 at 6%; with 100% employer match about $49,688 at 4% or $33,125 at 6%.
The Halsey Group Profit Sharing 401(K) Plan-4$1,166,162$15,900$3,975iApproximate average salary by contribution assumption: employee only about $99,375 at 4% or $66,250 at 6%; with 50% employer match about $66,250 at 4% or $44,167 at 6%; with 100% employer match about $49,688 at 4% or $33,125 at 6%.
200814$1,129,583$14,255$3,564iApproximate average salary by contribution assumption: employee only about $89,094 at 4% or $59,396 at 6%; with 50% employer match about $59,396 at 4% or $39,597 at 6%; with 100% employer match about $44,547 at 4% or $29,698 at 6%.
The Halsey Group Profit Sharing 401(K) Plan-4$1,129,583$14,255$3,564iApproximate average salary by contribution assumption: employee only about $89,094 at 4% or $59,396 at 6%; with 50% employer match about $59,396 at 4% or $39,597 at 6%; with 100% employer match about $44,547 at 4% or $29,698 at 6%.
200715$0$0-
The Halsey Group Profit Sharing 401(K) Plan-5---
200614$1,346,006$72,500$18,125iApproximate average salary by contribution assumption: employee only about $453,125 at 4% or $302,083 at 6%; with 50% employer match about $302,083 at 4% or $201,389 at 6%; with 100% employer match about $226,563 at 4% or $151,042 at 6%.
The Halsey Group Profit Sharing 401(K) Plan-4$1,346,006$72,500$18,125iApproximate average salary by contribution assumption: employee only about $453,125 at 4% or $302,083 at 6%; with 50% employer match about $302,083 at 4% or $201,389 at 6%; with 100% employer match about $226,563 at 4% or $151,042 at 6%.
200514$1,159,003$71,800$17,950iApproximate average salary by contribution assumption: employee only about $448,750 at 4% or $299,167 at 6%; with 50% employer match about $299,167 at 4% or $199,444 at 6%; with 100% employer match about $224,375 at 4% or $149,583 at 6%.
The Halsey Group Profit Sharing 401(K) Plan-4$1,159,003$71,800$17,950iApproximate average salary by contribution assumption: employee only about $448,750 at 4% or $299,167 at 6%; with 50% employer match about $299,167 at 4% or $199,444 at 6%; with 100% employer match about $224,375 at 4% or $149,583 at 6%.
200414$1,041,188$68,600$17,150iApproximate average salary by contribution assumption: employee only about $428,750 at 4% or $285,833 at 6%; with 50% employer match about $285,833 at 4% or $190,556 at 6%; with 100% employer match about $214,375 at 4% or $142,917 at 6%.
The Halsey Group Profit Sharing 401(K) Plan-4$1,041,188$68,600$17,150iApproximate average salary by contribution assumption: employee only about $428,750 at 4% or $285,833 at 6%; with 50% employer match about $285,833 at 4% or $190,556 at 6%; with 100% employer match about $214,375 at 4% or $142,917 at 6%.
200314$893,526$17,600$4,400iApproximate average salary by contribution assumption: employee only about $110,000 at 4% or $73,333 at 6%; with 50% employer match about $73,333 at 4% or $48,889 at 6%; with 100% employer match about $55,000 at 4% or $36,667 at 6%.
The Halsey Group Profit Sharing 401(K) Plan-4$893,526$17,600$4,400iApproximate average salary by contribution assumption: employee only about $110,000 at 4% or $73,333 at 6%; with 50% employer match about $73,333 at 4% or $48,889 at 6%; with 100% employer match about $55,000 at 4% or $36,667 at 6%.
200215$826,946$14,470$2,894iApproximate average salary by contribution assumption: employee only about $72,350 at 4% or $48,233 at 6%; with 50% employer match about $48,233 at 4% or $32,156 at 6%; with 100% employer match about $36,175 at 4% or $24,117 at 6%.
The Halsey Group Profit Sharing 401(K) Plan-5$826,946$14,470$2,894iApproximate average salary by contribution assumption: employee only about $72,350 at 4% or $48,233 at 6%; with 50% employer match about $48,233 at 4% or $32,156 at 6%; with 100% employer match about $36,175 at 4% or $24,117 at 6%.
200115$0$0-
The Halsey Group Profit Sharing 401(K) Plan-5---
200016$975,727$103,839$17,307iApproximate average salary by contribution assumption: employee only about $432,663 at 4% or $288,442 at 6%; with 50% employer match about $288,442 at 4% or $192,294 at 6%; with 100% employer match about $216,331 at 4% or $144,221 at 6%.
The Halsey Group Profit Sharing 401(K) Plan-6$975,727$103,839$17,307iApproximate average salary by contribution assumption: employee only about $432,663 at 4% or $288,442 at 6%; with 50% employer match about $288,442 at 4% or $192,294 at 6%; with 100% employer match about $216,331 at 4% or $144,221 at 6%.