Haldeman & Frazier Inc.
Plan context: Haldeman & Frazier Inc. Retirement Plan
EIN 95-2809394 • LA Canada, CA • 36 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$4,374,006
2024 Contributions
$147,199
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 2 | $4,374,006 | $147,199 | $73,600iApproximate average salary by contribution assumption: employee only about $1,839,988 at 4% or $1,226,658 at 6%; with 50% employer match about $1,226,658 at 4% or $817,772 at 6%; with 100% employer match about $919,994 at 4% or $613,329 at 6%. |
| Haldeman & Frazier Inc. Retirement Plan | - | 2 | $2,846,213 | $100,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Haldeman & Frazier Inc. Retirement Plan | - | 2 | $1,527,793 | $47,199 | $23,600iApproximate average salary by contribution assumption: employee only about $589,988 at 4% or $393,325 at 6%; with 50% employer match about $393,325 at 4% or $262,217 at 6%; with 100% employer match about $294,994 at 4% or $196,663 at 6%. |
| 2023 | 2 | 2 | $4,010,604 | $150,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| Haldeman & Frazier Inc. Retirement Plan | - | 2 | $2,447,214 | $150,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| Haldeman & Frazier Inc. Retirement Plan | - | 2 | $1,563,390 | - | - |
| 2022 | 2 | 2 | $4,065,699 | $25,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Haldeman & Frazier Inc. Retirement Plan | - | 2 | $2,618,027 | $0 | - |
| Haldeman & Frazier Inc. Retirement Plan | - | 2 | $1,447,672 | $25,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2021 | 2 | 2 | $4,759,929 | $68,266 | $34,133iApproximate average salary by contribution assumption: employee only about $853,325 at 4% or $568,883 at 6%; with 50% employer match about $568,883 at 4% or $379,256 at 6%; with 100% employer match about $426,663 at 4% or $284,442 at 6%. |
| Haldeman & Frazier Inc. Retirement Plan | - | 2 | $3,008,085 | - | - |
| Haldeman & Frazier Inc. Retirement Plan | - | 2 | $1,751,844 | $68,266 | $34,133iApproximate average salary by contribution assumption: employee only about $853,325 at 4% or $568,883 at 6%; with 50% employer match about $568,883 at 4% or $379,256 at 6%; with 100% employer match about $426,663 at 4% or $284,442 at 6%. |
| 2020 | 2 | 2 | $3,717,678 | $172,200 | $86,100iApproximate average salary by contribution assumption: employee only about $2,152,500 at 4% or $1,435,000 at 6%; with 50% employer match about $1,435,000 at 4% or $956,667 at 6%; with 100% employer match about $1,076,250 at 4% or $717,500 at 6%. |
| Haldeman & Frazier Inc. Retirement Plan | - | 2 | $2,157,554 | $125,000 | $62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%. |
| Haldeman & Frazier Inc. Retirement Plan | - | 2 | $1,560,124 | $47,200 | $23,600iApproximate average salary by contribution assumption: employee only about $590,000 at 4% or $393,333 at 6%; with 50% employer match about $393,333 at 4% or $262,222 at 6%; with 100% employer match about $295,000 at 4% or $196,667 at 6%. |
| 2019 | 2 | 2 | $3,300,638 | $0 | - |
| Haldeman & Frazier Inc. Retirement Plan | - | 2 | $2,450,576 | - | - |
| Haldeman & Frazier Inc. Retirement Plan | - | 2 | $850,062 | - | - |
| 2018 | 2 | 2 | $3,194,716 | $243,612 | $121,806iApproximate average salary by contribution assumption: employee only about $3,045,150 at 4% or $2,030,100 at 6%; with 50% employer match about $2,030,100 at 4% or $1,353,400 at 6%; with 100% employer match about $1,522,575 at 4% or $1,015,050 at 6%. |
| Haldeman & Frazier Inc. Retirement Plan | - | 2 | $2,354,121 | $78,667 | $39,334iApproximate average salary by contribution assumption: employee only about $983,338 at 4% or $655,558 at 6%; with 50% employer match about $655,558 at 4% or $437,039 at 6%; with 100% employer match about $491,669 at 4% or $327,779 at 6%. |
| Haldeman & Frazier Inc. Retirement Plan | - | 2 | $840,595 | $164,945 | $82,473iApproximate average salary by contribution assumption: employee only about $2,061,813 at 4% or $1,374,542 at 6%; with 50% employer match about $1,374,542 at 4% or $916,361 at 6%; with 100% employer match about $1,030,906 at 4% or $687,271 at 6%. |
| 2017 | 2 | 2 | $2,810,542 | $267,715 | $133,858iApproximate average salary by contribution assumption: employee only about $3,346,438 at 4% or $2,230,958 at 6%; with 50% employer match about $2,230,958 at 4% or $1,487,306 at 6%; with 100% employer match about $1,673,219 at 4% or $1,115,479 at 6%. |
| Haldeman & Frazier Inc. Retirement Plan | - | 2 | $2,161,663 | $72,882 | $36,441iApproximate average salary by contribution assumption: employee only about $911,025 at 4% or $607,350 at 6%; with 50% employer match about $607,350 at 4% or $404,900 at 6%; with 100% employer match about $455,513 at 4% or $303,675 at 6%. |
| Haldeman & Frazier Inc. Retirement Plan | - | 2 | $648,879 | $194,833 | $97,417iApproximate average salary by contribution assumption: employee only about $2,435,413 at 4% or $1,623,608 at 6%; with 50% employer match about $1,623,608 at 4% or $1,082,406 at 6%; with 100% employer match about $1,217,706 at 4% or $811,804 at 6%. |
| 2016 | 2 | 3 | $2,489,237 | $318,517 | $106,172iApproximate average salary by contribution assumption: employee only about $2,654,308 at 4% or $1,769,539 at 6%; with 50% employer match about $1,769,539 at 4% or $1,179,693 at 6%; with 100% employer match about $1,327,154 at 4% or $884,769 at 6%. |
| Haldeman & Frazier Inc. Retirement Plan | - | 3 | $2,073,873 | $112,200 | $37,400iApproximate average salary by contribution assumption: employee only about $935,000 at 4% or $623,333 at 6%; with 50% employer match about $623,333 at 4% or $415,556 at 6%; with 100% employer match about $467,500 at 4% or $311,667 at 6%. |
| Haldeman & Frazier Inc. Retirement Plan | - | 2 | $415,364 | $206,317 | $103,159iApproximate average salary by contribution assumption: employee only about $2,578,963 at 4% or $1,719,308 at 6%; with 50% employer match about $1,719,308 at 4% or $1,146,206 at 6%; with 100% employer match about $1,289,481 at 4% or $859,654 at 6%. |
| 2015 | 2 | 3 | $1,608,835 | $319,317 | $106,439iApproximate average salary by contribution assumption: employee only about $2,660,975 at 4% or $1,773,983 at 6%; with 50% employer match about $1,773,983 at 4% or $1,182,656 at 6%; with 100% employer match about $1,330,488 at 4% or $886,992 at 6%. |
| Haldeman & Frazier Inc. Retirement Plan | - | 3 | $1,402,518 | $113,000 | $37,667iApproximate average salary by contribution assumption: employee only about $941,667 at 4% or $627,778 at 6%; with 50% employer match about $627,778 at 4% or $418,519 at 6%; with 100% employer match about $470,833 at 4% or $313,889 at 6%. |
| Haldeman & Frazier Inc. Retirement Plan | - | 2 | $206,317 | $206,317 | $103,159iApproximate average salary by contribution assumption: employee only about $2,578,963 at 4% or $1,719,308 at 6%; with 50% employer match about $1,719,308 at 4% or $1,146,206 at 6%; with 100% employer match about $1,289,481 at 4% or $859,654 at 6%. |
| 2014 | 1 | 3 | $1,377,845 | $102,000 | $34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%. |
| Haldeman & Frazier Inc. Retirement Plan | - | 3 | $1,377,845 | $102,000 | $34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%. |
| 2013 | 1 | 3 | $1,225,186 | $85,509 | $28,503iApproximate average salary by contribution assumption: employee only about $712,575 at 4% or $475,050 at 6%; with 50% employer match about $475,050 at 4% or $316,700 at 6%; with 100% employer match about $356,288 at 4% or $237,525 at 6%. |
| Haldeman & Frazier Inc. Retirement Plan | - | 3 | $1,225,186 | $85,509 | $28,503iApproximate average salary by contribution assumption: employee only about $712,575 at 4% or $475,050 at 6%; with 50% employer match about $475,050 at 4% or $316,700 at 6%; with 100% employer match about $356,288 at 4% or $237,525 at 6%. |
| 2012 | 1 | 3 | $1,036,947 | $97,667 | $32,556iApproximate average salary by contribution assumption: employee only about $813,892 at 4% or $542,594 at 6%; with 50% employer match about $542,594 at 4% or $361,730 at 6%; with 100% employer match about $406,946 at 4% or $271,297 at 6%. |
| Haldeman & Frazier Inc. Retirement Plan | - | 3 | $1,036,947 | $97,667 | $32,556iApproximate average salary by contribution assumption: employee only about $813,892 at 4% or $542,594 at 6%; with 50% employer match about $542,594 at 4% or $361,730 at 6%; with 100% employer match about $406,946 at 4% or $271,297 at 6%. |
| 2011 | 1 | 3 | $902,693 | $37,404 | $12,468iApproximate average salary by contribution assumption: employee only about $311,700 at 4% or $207,800 at 6%; with 50% employer match about $207,800 at 4% or $138,533 at 6%; with 100% employer match about $155,850 at 4% or $103,900 at 6%. |
| Haldeman & Frazier Inc. Retirement Plan | - | 3 | $902,693 | $37,404 | $12,468iApproximate average salary by contribution assumption: employee only about $311,700 at 4% or $207,800 at 6%; with 50% employer match about $207,800 at 4% or $138,533 at 6%; with 100% employer match about $155,850 at 4% or $103,900 at 6%. |
| 2010 | 1 | 4 | $928,700 | $13,125 | $3,281iApproximate average salary by contribution assumption: employee only about $82,031 at 4% or $54,688 at 6%; with 50% employer match about $54,688 at 4% or $36,458 at 6%; with 100% employer match about $41,016 at 4% or $27,344 at 6%. |
| Haldeman & Frazier Inc. Retirement Plan | - | 4 | $928,700 | $13,125 | $3,281iApproximate average salary by contribution assumption: employee only about $82,031 at 4% or $54,688 at 6%; with 50% employer match about $54,688 at 4% or $36,458 at 6%; with 100% employer match about $41,016 at 4% or $27,344 at 6%. |
| 2009 | 1 | 4 | $823,081 | $22,500 | $5,625iApproximate average salary by contribution assumption: employee only about $140,625 at 4% or $93,750 at 6%; with 50% employer match about $93,750 at 4% or $62,500 at 6%; with 100% employer match about $70,313 at 4% or $46,875 at 6%. |
| Haldeman & Frazier Inc. Retirement Plan | - | 4 | $823,081 | $22,500 | $5,625iApproximate average salary by contribution assumption: employee only about $140,625 at 4% or $93,750 at 6%; with 50% employer match about $93,750 at 4% or $62,500 at 6%; with 100% employer match about $70,313 at 4% or $46,875 at 6%. |
| 2008 | 1 | 4 | $722,489 | $57,375 | $14,344iApproximate average salary by contribution assumption: employee only about $358,594 at 4% or $239,063 at 6%; with 50% employer match about $239,063 at 4% or $159,375 at 6%; with 100% employer match about $179,297 at 4% or $119,531 at 6%. |
| Haldeman & Frazier Inc. Retirement Plan | - | 4 | $722,489 | $57,375 | $14,344iApproximate average salary by contribution assumption: employee only about $358,594 at 4% or $239,063 at 6%; with 50% employer match about $239,063 at 4% or $159,375 at 6%; with 100% employer match about $179,297 at 4% or $119,531 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Haldeman & Frazier Inc. Retirement Plan | - | 3 | - | - | - |
| 2006 | 1 | 3 | $856,488 | $22,500 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| Haldeman & Frazier Inc. Retirement Plan | - | 3 | $856,488 | $22,500 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| 2005 | 1 | 3 | $847,080 | $11,250 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| Haldeman & Frazier Inc. Retirement Plan | - | 3 | $847,080 | $11,250 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| 2004 | 1 | 3 | $839,541 | $20,354 | $6,785iApproximate average salary by contribution assumption: employee only about $169,617 at 4% or $113,078 at 6%; with 50% employer match about $113,078 at 4% or $75,385 at 6%; with 100% employer match about $84,808 at 4% or $56,539 at 6%. |
| Haldeman & Frazier Inc. Retirement Plan | - | 3 | $839,541 | $20,354 | $6,785iApproximate average salary by contribution assumption: employee only about $169,617 at 4% or $113,078 at 6%; with 50% employer match about $113,078 at 4% or $75,385 at 6%; with 100% employer match about $84,808 at 4% or $56,539 at 6%. |
| 2003 | 1 | 3 | $984,572 | $22,500 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| Haldeman & Frazier Inc. Retirement Plan | - | 3 | $984,572 | $22,500 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| 2002 | 1 | 3 | $849,054 | $22,500 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| Haldeman & Frazier Inc. Retirement Plan | - | 3 | $849,054 | $22,500 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Haldeman & Frazier Inc. Retirement Plan | - | 3 | - | - | - |
| 2000 | 1 | 3 | $897,988 | $31,500 | $10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%. |
| Haldeman & Frazier Inc. Retirement Plan | - | 3 | $897,988 | $31,500 | $10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%. |
| 1999 | 1 | 3 | $988,856 | $26,500 | $8,833iApproximate average salary by contribution assumption: employee only about $220,833 at 4% or $147,222 at 6%; with 50% employer match about $147,222 at 4% or $98,148 at 6%; with 100% employer match about $110,417 at 4% or $73,611 at 6%. |
| Haldeman & Frazier Inc. Retirement Plan | - | 3 | $988,856 | $26,500 | $8,833iApproximate average salary by contribution assumption: employee only about $220,833 at 4% or $147,222 at 6%; with 50% employer match about $147,222 at 4% or $98,148 at 6%; with 100% employer match about $110,417 at 4% or $73,611 at 6%. |