Civic Intelligence

Halbert Brothers Inc.

Plan context: Halbert Brothers Inc. Profit Sharing and 401K Plan

EIN 95-0802940 • City Of Industry, CA • 23 filings • 2 plans

17400 E. Chestnut StreetCity Of Industry, CA 91748
Current Snapshot

Latest Year

2021

2021 Participants

5

2021 Assets

$1,357,753

2021 Contributions

$64,417

Historical Graphs

Total Assets Over Time

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

$2,029,672$1,014,836$0199920112020YearValue
$1,357,753Latest year 2020

Participants Over Time

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

1580199920102020YearValue
5Latest year 2020

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
202110$0$0-
Halbert Brothers Inc. Profit Sharing and 401K Plan-0$0--
202015$1,357,753$64,417$12,883iApproximate average salary by contribution assumption: employee only about $322,085 at 4% or $214,723 at 6%; with 50% employer match about $214,723 at 4% or $143,149 at 6%; with 100% employer match about $161,043 at 4% or $107,362 at 6%.
Halbert Brothers Inc. Profit Sharing and 401K Plan-5$1,357,753$64,417$12,883iApproximate average salary by contribution assumption: employee only about $322,085 at 4% or $214,723 at 6%; with 50% employer match about $214,723 at 4% or $143,149 at 6%; with 100% employer match about $161,043 at 4% or $107,362 at 6%.
201917$1,144,791$67,364$9,623iApproximate average salary by contribution assumption: employee only about $240,586 at 4% or $160,390 at 6%; with 50% employer match about $160,390 at 4% or $106,927 at 6%; with 100% employer match about $120,293 at 4% or $80,195 at 6%.
Halbert Brothers Inc. Profit Sharing and 401K Plan-7$1,144,791$67,364$9,623iApproximate average salary by contribution assumption: employee only about $240,586 at 4% or $160,390 at 6%; with 50% employer match about $160,390 at 4% or $106,927 at 6%; with 100% employer match about $120,293 at 4% or $80,195 at 6%.
201817$1,089,831$59,892$8,556iApproximate average salary by contribution assumption: employee only about $213,900 at 4% or $142,600 at 6%; with 50% employer match about $142,600 at 4% or $95,067 at 6%; with 100% employer match about $106,950 at 4% or $71,300 at 6%.
Halbert Brothers Inc. Profit Sharing and 401K Plan-7$1,089,831$59,892$8,556iApproximate average salary by contribution assumption: employee only about $213,900 at 4% or $142,600 at 6%; with 50% employer match about $142,600 at 4% or $95,067 at 6%; with 100% employer match about $106,950 at 4% or $71,300 at 6%.
201717$1,101,410$59,018$8,431iApproximate average salary by contribution assumption: employee only about $210,779 at 4% or $140,519 at 6%; with 50% employer match about $140,519 at 4% or $93,679 at 6%; with 100% employer match about $105,389 at 4% or $70,260 at 6%.
Halbert Brothers Inc. Profit Sharing and 401K Plan-7$1,101,410$59,018$8,431iApproximate average salary by contribution assumption: employee only about $210,779 at 4% or $140,519 at 6%; with 50% employer match about $140,519 at 4% or $93,679 at 6%; with 100% employer match about $105,389 at 4% or $70,260 at 6%.
201617$909,698$59,121$8,446iApproximate average salary by contribution assumption: employee only about $211,146 at 4% or $140,764 at 6%; with 50% employer match about $140,764 at 4% or $93,843 at 6%; with 100% employer match about $105,573 at 4% or $70,382 at 6%.
Halbert Brothers Inc. Profit Sharing and 401K Plan-7$909,698$59,121$8,446iApproximate average salary by contribution assumption: employee only about $211,146 at 4% or $140,764 at 6%; with 50% employer match about $140,764 at 4% or $93,843 at 6%; with 100% employer match about $105,573 at 4% or $70,382 at 6%.
201518$812,594$59,485$7,436iApproximate average salary by contribution assumption: employee only about $185,891 at 4% or $123,927 at 6%; with 50% employer match about $123,927 at 4% or $82,618 at 6%; with 100% employer match about $92,945 at 4% or $61,964 at 6%.
Halbert Brothers Inc. Profit Sharing and 401K Plan-8$812,594$59,485$7,436iApproximate average salary by contribution assumption: employee only about $185,891 at 4% or $123,927 at 6%; with 50% employer match about $123,927 at 4% or $82,618 at 6%; with 100% employer match about $92,945 at 4% or $61,964 at 6%.
201418$773,860$57,015$7,127iApproximate average salary by contribution assumption: employee only about $178,172 at 4% or $118,781 at 6%; with 50% employer match about $118,781 at 4% or $79,188 at 6%; with 100% employer match about $89,086 at 4% or $59,391 at 6%.
Halbert Brothers Inc. Profit Sharing and 401K Plan-8$773,860$57,015$7,127iApproximate average salary by contribution assumption: employee only about $178,172 at 4% or $118,781 at 6%; with 50% employer match about $118,781 at 4% or $79,188 at 6%; with 100% employer match about $89,086 at 4% or $59,391 at 6%.
201318$694,526$52,650$6,581iApproximate average salary by contribution assumption: employee only about $164,531 at 4% or $109,688 at 6%; with 50% employer match about $109,688 at 4% or $73,125 at 6%; with 100% employer match about $82,266 at 4% or $54,844 at 6%.
Halbert Brothers Inc. Profit Sharing and 401K Plan-8$694,526$52,650$6,581iApproximate average salary by contribution assumption: employee only about $164,531 at 4% or $109,688 at 6%; with 50% employer match about $109,688 at 4% or $73,125 at 6%; with 100% employer match about $82,266 at 4% or $54,844 at 6%.
201218$561,832$54,639$6,830iApproximate average salary by contribution assumption: employee only about $170,747 at 4% or $113,831 at 6%; with 50% employer match about $113,831 at 4% or $75,888 at 6%; with 100% employer match about $85,373 at 4% or $56,916 at 6%.
Halbert Brothers Inc. Profit Sharing and 401K Plan-8$561,832$54,639$6,830iApproximate average salary by contribution assumption: employee only about $170,747 at 4% or $113,831 at 6%; with 50% employer match about $113,831 at 4% or $75,888 at 6%; with 100% employer match about $85,373 at 4% or $56,916 at 6%.
2011111$1,888,748$45,447$4,132iApproximate average salary by contribution assumption: employee only about $103,289 at 4% or $68,859 at 6%; with 50% employer match about $68,859 at 4% or $45,906 at 6%; with 100% employer match about $51,644 at 4% or $34,430 at 6%.
Halbert Brothers Inc. Profit Sharing and 401K Plan-11$1,888,748$45,447$4,132iApproximate average salary by contribution assumption: employee only about $103,289 at 4% or $68,859 at 6%; with 50% employer match about $68,859 at 4% or $45,906 at 6%; with 100% employer match about $51,644 at 4% or $34,430 at 6%.
2010112$1,918,190$38,887$3,241iApproximate average salary by contribution assumption: employee only about $81,015 at 4% or $54,010 at 6%; with 50% employer match about $54,010 at 4% or $36,006 at 6%; with 100% employer match about $40,507 at 4% or $27,005 at 6%.
Halbert Brothers Inc. Profit Sharing and 401K Plan-12$1,918,190$38,887$3,241iApproximate average salary by contribution assumption: employee only about $81,015 at 4% or $54,010 at 6%; with 50% employer match about $54,010 at 4% or $36,006 at 6%; with 100% employer match about $40,507 at 4% or $27,005 at 6%.
2009115$2,029,672$70,848$4,723iApproximate average salary by contribution assumption: employee only about $118,080 at 4% or $78,720 at 6%; with 50% employer match about $78,720 at 4% or $52,480 at 6%; with 100% employer match about $59,040 at 4% or $39,360 at 6%.
Halbert Brothers Inc. Profit Sharing and 401K Plan-15$2,029,672$70,848$4,723iApproximate average salary by contribution assumption: employee only about $118,080 at 4% or $78,720 at 6%; with 50% employer match about $78,720 at 4% or $52,480 at 6%; with 100% employer match about $59,040 at 4% or $39,360 at 6%.
2008111$1,837,166$88,248$8,023iApproximate average salary by contribution assumption: employee only about $200,564 at 4% or $133,709 at 6%; with 50% employer match about $133,709 at 4% or $89,139 at 6%; with 100% employer match about $100,282 at 4% or $66,855 at 6%.
Halbert Brothers Inc. Profit Sharing and 401K Plan-11$1,837,166$88,248$8,023iApproximate average salary by contribution assumption: employee only about $200,564 at 4% or $133,709 at 6%; with 50% employer match about $133,709 at 4% or $89,139 at 6%; with 100% employer match about $100,282 at 4% or $66,855 at 6%.
2007110$0$0-
Halbert Brothers Inc. Profit Sharing and 401K Plan-10---
200618$0$0-
Halbert Brothers Inc. Profit Sharing and 401K Plan-8---
200518$1,504,910$91,163$11,395iApproximate average salary by contribution assumption: employee only about $284,884 at 4% or $189,923 at 6%; with 50% employer match about $189,923 at 4% or $126,615 at 6%; with 100% employer match about $142,442 at 4% or $94,961 at 6%.
Halbert Brothers Inc. Profit Sharing and 401K Plan-8$1,504,910$91,163$11,395iApproximate average salary by contribution assumption: employee only about $284,884 at 4% or $189,923 at 6%; with 50% employer match about $189,923 at 4% or $126,615 at 6%; with 100% employer match about $142,442 at 4% or $94,961 at 6%.
200415$1,250,953$117,853$23,571iApproximate average salary by contribution assumption: employee only about $589,265 at 4% or $392,843 at 6%; with 50% employer match about $392,843 at 4% or $261,896 at 6%; with 100% employer match about $294,633 at 4% or $196,422 at 6%.
Halbert Brothers Inc. Profit Sharing and 401K Plan-5$1,250,953$117,853$23,571iApproximate average salary by contribution assumption: employee only about $589,265 at 4% or $392,843 at 6%; with 50% employer match about $392,843 at 4% or $261,896 at 6%; with 100% employer match about $294,633 at 4% or $196,422 at 6%.
200317$1,502,647$78,811$11,259iApproximate average salary by contribution assumption: employee only about $281,468 at 4% or $187,645 at 6%; with 50% employer match about $187,645 at 4% or $125,097 at 6%; with 100% employer match about $140,734 at 4% or $93,823 at 6%.
Halbert Brothers Inc. Profit Sharing and 401K Plan-7$1,502,647$78,811$11,259iApproximate average salary by contribution assumption: employee only about $281,468 at 4% or $187,645 at 6%; with 50% employer match about $187,645 at 4% or $125,097 at 6%; with 100% employer match about $140,734 at 4% or $93,823 at 6%.
2002110$1,351,166$77,922$7,792iApproximate average salary by contribution assumption: employee only about $194,805 at 4% or $129,870 at 6%; with 50% employer match about $129,870 at 4% or $86,580 at 6%; with 100% employer match about $97,403 at 4% or $64,935 at 6%.
Halbert Brothers Inc. Profit Sharing and 401K Plan-10$1,351,166$77,922$7,792iApproximate average salary by contribution assumption: employee only about $194,805 at 4% or $129,870 at 6%; with 50% employer match about $129,870 at 4% or $86,580 at 6%; with 100% employer match about $97,403 at 4% or $64,935 at 6%.
2001111$0$0-
Halbert Brothers Inc. Profit Sharing and 401K Plan-11---
2000112$1,611,740$187,459$15,622iApproximate average salary by contribution assumption: employee only about $390,540 at 4% or $260,360 at 6%; with 50% employer match about $260,360 at 4% or $173,573 at 6%; with 100% employer match about $195,270 at 4% or $130,180 at 6%.
Halbert Brothers Inc. Profit Sharing and 401K Plan-12$1,611,740$187,459$15,622iApproximate average salary by contribution assumption: employee only about $390,540 at 4% or $260,360 at 6%; with 50% employer match about $260,360 at 4% or $173,573 at 6%; with 100% employer match about $195,270 at 4% or $130,180 at 6%.
1999115$1,659,799$182,097$12,140iApproximate average salary by contribution assumption: employee only about $303,495 at 4% or $202,330 at 6%; with 50% employer match about $202,330 at 4% or $134,887 at 6%; with 100% employer match about $151,748 at 4% or $101,165 at 6%.
Halbert Brothers Inc. Profit Sharing and 401K Plan-15$1,659,799$182,097$12,140iApproximate average salary by contribution assumption: employee only about $303,495 at 4% or $202,330 at 6%; with 50% employer match about $202,330 at 4% or $134,887 at 6%; with 100% employer match about $151,748 at 4% or $101,165 at 6%.