Civic Intelligence

Harbor Financial Management LLC

Plan context: Harbor Financial Management LLC 401(K) Profit Sharing Plan

EIN 20-1047151 • Port Jefferson, NY • 18 filings • 2 plans

40 North Country RoadPort Jefferson, NY 11777
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$2,512,105

2024 Contributions

$64,171

Historical Graphs

Total Assets Over Time

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

$2,512,105$1,256,053$0200820162024YearValue
$2,512,105Latest year 2024

Participants Over Time

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

1260200720162024YearValue
11Latest 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
2024111$2,512,105$64,171$5,834iApproximate average salary by contribution assumption: employee only about $145,843 at 4% or $97,229 at 6%; with 50% employer match about $97,229 at 4% or $64,819 at 6%; with 100% employer match about $72,922 at 4% or $48,614 at 6%.
Harbor Financial Management LLC 401(K) Profit Sharing Plan-11$2,512,105$64,171$5,834iApproximate average salary by contribution assumption: employee only about $145,843 at 4% or $97,229 at 6%; with 50% employer match about $97,229 at 4% or $64,819 at 6%; with 100% employer match about $72,922 at 4% or $48,614 at 6%.
2023110$2,274,603$75,339$7,534iApproximate average salary by contribution assumption: employee only about $188,348 at 4% or $125,565 at 6%; with 50% employer match about $125,565 at 4% or $83,710 at 6%; with 100% employer match about $94,174 at 4% or $62,783 at 6%.
Harbor Financial Management LLC 401(K) Profit Sharing Plan-10$2,274,603$75,339$7,534iApproximate average salary by contribution assumption: employee only about $188,348 at 4% or $125,565 at 6%; with 50% employer match about $125,565 at 4% or $83,710 at 6%; with 100% employer match about $94,174 at 4% or $62,783 at 6%.
2022110$1,952,633$80,852$8,085iApproximate average salary by contribution assumption: employee only about $202,130 at 4% or $134,753 at 6%; with 50% employer match about $134,753 at 4% or $89,836 at 6%; with 100% employer match about $101,065 at 4% or $67,377 at 6%.
Harbor Financial Management LLC 401(K) Profit Sharing Plan-10$1,952,633$80,852$8,085iApproximate average salary by contribution assumption: employee only about $202,130 at 4% or $134,753 at 6%; with 50% employer match about $134,753 at 4% or $89,836 at 6%; with 100% employer match about $101,065 at 4% or $67,377 at 6%.
2021111$2,358,136$47,778$4,343iApproximate average salary by contribution assumption: employee only about $108,586 at 4% or $72,391 at 6%; with 50% employer match about $72,391 at 4% or $48,261 at 6%; with 100% employer match about $54,293 at 4% or $36,195 at 6%.
Harbor Financial Management LLC 401(K) Profit Sharing Plan-11$2,358,136$47,778$4,343iApproximate average salary by contribution assumption: employee only about $108,586 at 4% or $72,391 at 6%; with 50% employer match about $72,391 at 4% or $48,261 at 6%; with 100% employer match about $54,293 at 4% or $36,195 at 6%.
2020111$2,100,554$45,461$4,133iApproximate average salary by contribution assumption: employee only about $103,320 at 4% or $68,880 at 6%; with 50% employer match about $68,880 at 4% or $45,920 at 6%; with 100% employer match about $51,660 at 4% or $34,440 at 6%.
Harbor Financial Management LLC 401(K) Profit Sharing Plan-11$2,100,554$45,461$4,133iApproximate average salary by contribution assumption: employee only about $103,320 at 4% or $68,880 at 6%; with 50% employer match about $68,880 at 4% or $45,920 at 6%; with 100% employer match about $51,660 at 4% or $34,440 at 6%.
2019112$1,802,440$44,136$3,678iApproximate average salary by contribution assumption: employee only about $91,950 at 4% or $61,300 at 6%; with 50% employer match about $61,300 at 4% or $40,867 at 6%; with 100% employer match about $45,975 at 4% or $30,650 at 6%.
Harbor Financial Management LLC 401(K) Profit Sharing Plan-12$1,802,440$44,136$3,678iApproximate average salary by contribution assumption: employee only about $91,950 at 4% or $61,300 at 6%; with 50% employer match about $61,300 at 4% or $40,867 at 6%; with 100% employer match about $45,975 at 4% or $30,650 at 6%.
201819$1,526,855$40,660$4,518iApproximate average salary by contribution assumption: employee only about $112,944 at 4% or $75,296 at 6%; with 50% employer match about $75,296 at 4% or $50,198 at 6%; with 100% employer match about $56,472 at 4% or $37,648 at 6%.
Harbor Financial Management LLC 401(K) Profit Sharing Plan-9$1,526,855$40,660$4,518iApproximate average salary by contribution assumption: employee only about $112,944 at 4% or $75,296 at 6%; with 50% employer match about $75,296 at 4% or $50,198 at 6%; with 100% employer match about $56,472 at 4% or $37,648 at 6%.
201719$1,579,947$57,780$6,420iApproximate average salary by contribution assumption: employee only about $160,500 at 4% or $107,000 at 6%; with 50% employer match about $107,000 at 4% or $71,333 at 6%; with 100% employer match about $80,250 at 4% or $53,500 at 6%.
Harbor Financial Management LLC 401(K) Profit Sharing Plan-9$1,579,947$57,780$6,420iApproximate average salary by contribution assumption: employee only about $160,500 at 4% or $107,000 at 6%; with 50% employer match about $107,000 at 4% or $71,333 at 6%; with 100% employer match about $80,250 at 4% or $53,500 at 6%.
2016110$1,313,420$51,489$5,149iApproximate average salary by contribution assumption: employee only about $128,722 at 4% or $85,815 at 6%; with 50% employer match about $85,815 at 4% or $57,210 at 6%; with 100% employer match about $64,361 at 4% or $42,908 at 6%.
Harbor Financial Management LLC 401(K) Profit Sharing Plan-10$1,313,420$51,489$5,149iApproximate average salary by contribution assumption: employee only about $128,722 at 4% or $85,815 at 6%; with 50% employer match about $85,815 at 4% or $57,210 at 6%; with 100% employer match about $64,361 at 4% or $42,908 at 6%.
201519$1,175,441$52,082$5,787iApproximate average salary by contribution assumption: employee only about $144,672 at 4% or $96,448 at 6%; with 50% employer match about $96,448 at 4% or $64,299 at 6%; with 100% employer match about $72,336 at 4% or $48,224 at 6%.
Harbor Financial Management LLC 401(K) Profit Sharing Plan-9$1,175,441$52,082$5,787iApproximate average salary by contribution assumption: employee only about $144,672 at 4% or $96,448 at 6%; with 50% employer match about $96,448 at 4% or $64,299 at 6%; with 100% employer match about $72,336 at 4% or $48,224 at 6%.
201419$1,139,929$60,606$6,734iApproximate average salary by contribution assumption: employee only about $168,350 at 4% or $112,233 at 6%; with 50% employer match about $112,233 at 4% or $74,822 at 6%; with 100% employer match about $84,175 at 4% or $56,117 at 6%.
Harbor Financial Management LLC 401(K) Profit Sharing Plan-9$1,139,929$60,606$6,734iApproximate average salary by contribution assumption: employee only about $168,350 at 4% or $112,233 at 6%; with 50% employer match about $112,233 at 4% or $74,822 at 6%; with 100% employer match about $84,175 at 4% or $56,117 at 6%.
201319$1,829,736$80,429$8,937iApproximate average salary by contribution assumption: employee only about $223,414 at 4% or $148,943 at 6%; with 50% employer match about $148,943 at 4% or $99,295 at 6%; with 100% employer match about $111,707 at 4% or $74,471 at 6%.
Harbor Financial Management LLC 401(K) Profit Sharing Plan-9$1,829,736$80,429$8,937iApproximate average salary by contribution assumption: employee only about $223,414 at 4% or $148,943 at 6%; with 50% employer match about $148,943 at 4% or $99,295 at 6%; with 100% employer match about $111,707 at 4% or $74,471 at 6%.
201218$1,875,158$92,776$11,597iApproximate average salary by contribution assumption: employee only about $289,925 at 4% or $193,283 at 6%; with 50% employer match about $193,283 at 4% or $128,856 at 6%; with 100% employer match about $144,963 at 4% or $96,642 at 6%.
Harbor Financial Management LLC 401(K) Profit Sharing Plan-8$1,875,158$92,776$11,597iApproximate average salary by contribution assumption: employee only about $289,925 at 4% or $193,283 at 6%; with 50% employer match about $193,283 at 4% or $128,856 at 6%; with 100% employer match about $144,963 at 4% or $96,642 at 6%.
201118$1,691,241$86,534$10,817iApproximate average salary by contribution assumption: employee only about $270,419 at 4% or $180,279 at 6%; with 50% employer match about $180,279 at 4% or $120,186 at 6%; with 100% employer match about $135,209 at 4% or $90,140 at 6%.
Harbor Financial Management LLC 401(K) Profit Sharing Plan-8$1,691,241$86,534$10,817iApproximate average salary by contribution assumption: employee only about $270,419 at 4% or $180,279 at 6%; with 50% employer match about $180,279 at 4% or $120,186 at 6%; with 100% employer match about $135,209 at 4% or $90,140 at 6%.
201018$1,619,915$96,978$12,122iApproximate average salary by contribution assumption: employee only about $303,056 at 4% or $202,038 at 6%; with 50% employer match about $202,038 at 4% or $134,692 at 6%; with 100% employer match about $151,528 at 4% or $101,019 at 6%.
Harbor Financial Management LLC 401(K) Profit Sharing Plan-8$1,619,915$96,978$12,122iApproximate average salary by contribution assumption: employee only about $303,056 at 4% or $202,038 at 6%; with 50% employer match about $202,038 at 4% or $134,692 at 6%; with 100% employer match about $151,528 at 4% or $101,019 at 6%.
2009110$1,451,377$575,812$57,581iApproximate average salary by contribution assumption: employee only about $1,439,530 at 4% or $959,687 at 6%; with 50% employer match about $959,687 at 4% or $639,791 at 6%; with 100% employer match about $719,765 at 4% or $479,843 at 6%.
Harbor Financial Management LLC 401(K) Profit Sharing Plan-10$1,451,377$575,812$57,581iApproximate average salary by contribution assumption: employee only about $1,439,530 at 4% or $959,687 at 6%; with 50% employer match about $959,687 at 4% or $639,791 at 6%; with 100% employer match about $719,765 at 4% or $479,843 at 6%.
200819$747,998$744,630$82,737iApproximate average salary by contribution assumption: employee only about $2,068,417 at 4% or $1,378,944 at 6%; with 50% employer match about $1,378,944 at 4% or $919,296 at 6%; with 100% employer match about $1,034,208 at 4% or $689,472 at 6%.
Harbor Financial Management LLC 401(K) Profit Sharing Plan-9$747,998$744,630$82,737iApproximate average salary by contribution assumption: employee only about $2,068,417 at 4% or $1,378,944 at 6%; with 50% employer match about $1,378,944 at 4% or $919,296 at 6%; with 100% employer match about $1,034,208 at 4% or $689,472 at 6%.
200717$0$0-
Harbor Financial Management LLC 401(K) Profit Sharing Plan-7---