Harvey Partners LLC
Plan context: HARVEY PARTNERS LLC INCENTIVE SAVINGS PLAN AND TRUST
EIN 20-3760303 • Tarrytown, NY • 32 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$5,473,123
2024 Contributions
$970,000
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 | 3 | 8 | $5,473,123 | $970,000 | $121,250iApproximate average salary by contribution assumption: employee only about $3,031,250 at 4% or $2,020,833 at 6%; with 50% employer match about $2,020,833 at 4% or $1,347,222 at 6%; with 100% employer match about $1,515,625 at 4% or $1,010,417 at 6%. |
| HARVEY PARTNERS LLC INCENTIVE SAVINGS PLAN AND TRUST | - | 8 | $3,163,992 | $255,000 | $31,875iApproximate average salary by contribution assumption: employee only about $796,875 at 4% or $531,250 at 6%; with 50% employer match about $531,250 at 4% or $354,167 at 6%; with 100% employer match about $398,438 at 4% or $265,625 at 6%. |
| HARVEY PARTNERS LLC CASH BALANCE PENSION PLAN | - | 3 | $2,285,747 | $715,000 | $238,333iApproximate average salary by contribution assumption: employee only about $5,958,333 at 4% or $3,972,222 at 6%; with 50% employer match about $3,972,222 at 4% or $2,648,148 at 6%; with 100% employer match about $2,979,167 at 4% or $1,986,111 at 6%. |
| Harvey Partners LLC 401 K Profit Sharing Plan Trust | - | 2 | $23,384 | $0 | - |
| 2023 | 3 | 7 | $4,522,242 | $784,650 | $112,093iApproximate average salary by contribution assumption: employee only about $2,802,321 at 4% or $1,868,214 at 6%; with 50% employer match about $1,868,214 at 4% or $1,245,476 at 6%; with 100% employer match about $1,401,161 at 4% or $934,107 at 6%. |
| HARVEY PARTNERS LLC INCENTIVE SAVINGS PLAN AND TRUST | - | 7 | $3,006,362 | $66,000 | $9,429iApproximate average salary by contribution assumption: employee only about $235,714 at 4% or $157,143 at 6%; with 50% employer match about $157,143 at 4% or $104,762 at 6%; with 100% employer match about $117,857 at 4% or $78,571 at 6%. |
| HARVEY PARTNERS LLC CASH BALANCE PENSION PLAN | - | 3 | $1,494,908 | $715,000 | $238,333iApproximate average salary by contribution assumption: employee only about $5,958,333 at 4% or $3,972,222 at 6%; with 50% employer match about $3,972,222 at 4% or $2,648,148 at 6%; with 100% employer match about $2,979,167 at 4% or $1,986,111 at 6%. |
| Harvey Partners LLC 401 K Profit Sharing Plan Trust | - | 2 | $20,972 | $3,650 | $1,825iApproximate average salary by contribution assumption: employee only about $45,625 at 4% or $30,417 at 6%; with 50% employer match about $30,417 at 4% or $20,278 at 6%; with 100% employer match about $22,813 at 4% or $15,208 at 6%. |
| 2022 | 3 | 6 | $4,237,165 | $891,500 | $148,583iApproximate average salary by contribution assumption: employee only about $3,714,583 at 4% or $2,476,389 at 6%; with 50% employer match about $2,476,389 at 4% or $1,650,926 at 6%; with 100% employer match about $1,857,292 at 4% or $1,238,194 at 6%. |
| HARVEY PARTNERS LLC INCENTIVE SAVINGS PLAN AND TRUST | - | 6 | $3,507,286 | $171,000 | $28,500iApproximate average salary by contribution assumption: employee only about $712,500 at 4% or $475,000 at 6%; with 50% employer match about $475,000 at 4% or $316,667 at 6%; with 100% employer match about $356,250 at 4% or $237,500 at 6%. |
| HARVEY PARTNERS LLC CASH BALANCE PENSION PLAN | - | 3 | $715,000 | $715,000 | $238,333iApproximate average salary by contribution assumption: employee only about $5,958,333 at 4% or $3,972,222 at 6%; with 50% employer match about $3,972,222 at 4% or $2,648,148 at 6%; with 100% employer match about $2,979,167 at 4% or $1,986,111 at 6%. |
| Harvey Partners LLC 401 K Profit Sharing Plan Trust | - | 2 | $14,879 | $5,500 | $2,750iApproximate average salary by contribution assumption: employee only about $68,750 at 4% or $45,833 at 6%; with 50% employer match about $45,833 at 4% or $30,556 at 6%; with 100% employer match about $34,375 at 4% or $22,917 at 6%. |
| 2021 | 2 | 6 | $2,961,733 | $184,975 | $30,829iApproximate average salary by contribution assumption: employee only about $770,729 at 4% or $513,819 at 6%; with 50% employer match about $513,819 at 4% or $342,546 at 6%; with 100% employer match about $385,365 at 4% or $256,910 at 6%. |
| HARVEY PARTNERS LLC INCENTIVE SAVINGS PLAN AND TRUST | - | 6 | $2,938,242 | $171,000 | $28,500iApproximate average salary by contribution assumption: employee only about $712,500 at 4% or $475,000 at 6%; with 50% employer match about $475,000 at 4% or $316,667 at 6%; with 100% employer match about $356,250 at 4% or $237,500 at 6%. |
| Harvey Partners LLC 401 K Profit Sharing Plan Trust | - | 3 | $23,491 | $13,975 | $4,658iApproximate average salary by contribution assumption: employee only about $116,458 at 4% or $77,639 at 6%; with 50% employer match about $77,639 at 4% or $51,759 at 6%; with 100% employer match about $58,229 at 4% or $38,819 at 6%. |
| 2020 | 2 | 6 | $2,193,392 | $0 | - |
| HARVEY PARTNERS LLC INCENTIVE SAVINGS PLAN AND TRUST | - | 6 | $2,185,665 | - | - |
| Harvey Partners LLC 401 K Profit Sharing Plan Trust | - | 1 | $7,727 | $0 | - |
| 2019 | 2 | 6 | $1,942,475 | $179,900 | $29,983iApproximate average salary by contribution assumption: employee only about $749,583 at 4% or $499,722 at 6%; with 50% employer match about $499,722 at 4% or $333,148 at 6%; with 100% employer match about $374,792 at 4% or $249,861 at 6%. |
| HARVEY PARTNERS LLC INCENTIVE SAVINGS PLAN AND TRUST | - | 6 | $1,935,760 | $150,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| Harvey Partners LLC 401 K Profit Sharing Plan Trust | - | 3 | $6,715 | $29,900 | $9,967iApproximate average salary by contribution assumption: employee only about $249,167 at 4% or $166,111 at 6%; with 50% employer match about $166,111 at 4% or $110,741 at 6%; with 100% employer match about $124,583 at 4% or $83,056 at 6%. |
| 2018 | 2 | 6 | $1,747,613 | $20,400 | $3,400iApproximate average salary by contribution assumption: employee only about $85,000 at 4% or $56,667 at 6%; with 50% employer match about $56,667 at 4% or $37,778 at 6%; with 100% employer match about $42,500 at 4% or $28,333 at 6%. |
| HARVEY PARTNERS LLC INCENTIVE SAVINGS PLAN AND TRUST | - | 6 | $1,589,198 | - | - |
| Harvey Partners LLC 401 K Profit Sharing Plan Trust | - | 3 | $158,415 | $20,400 | $6,800iApproximate average salary by contribution assumption: employee only about $170,000 at 4% or $113,333 at 6%; with 50% employer match about $113,333 at 4% or $75,556 at 6%; with 100% employer match about $85,000 at 4% or $56,667 at 6%. |
| 2017 | 2 | 6 | $1,896,502 | $26,554 | $4,426iApproximate average salary by contribution assumption: employee only about $110,642 at 4% or $73,761 at 6%; with 50% employer match about $73,761 at 4% or $49,174 at 6%; with 100% employer match about $55,321 at 4% or $36,881 at 6%. |
| HARVEY PARTNERS LLC INCENTIVE SAVINGS PLAN AND TRUST | - | 6 | $1,746,148 | - | - |
| Harvey Partners LLC 401 K Profit Sharing Plan Trust | - | 3 | $150,354 | $26,554 | $8,851iApproximate average salary by contribution assumption: employee only about $221,283 at 4% or $147,522 at 6%; with 50% employer match about $147,522 at 4% or $98,348 at 6%; with 100% employer match about $110,642 at 4% or $73,761 at 6%. |
| 2016 | 2 | 7 | $1,569,150 | $21,822 | $3,117iApproximate average salary by contribution assumption: employee only about $77,936 at 4% or $51,957 at 6%; with 50% employer match about $51,957 at 4% or $34,638 at 6%; with 100% employer match about $38,968 at 4% or $25,979 at 6%. |
| HARVEY PARTNERS LLC INCENTIVE SAVINGS PLAN AND TRUST | - | 7 | $1,467,827 | $0 | - |
| Harvey Partners LLC 401 K Profit Sharing Plan Trust | - | 3 | $101,323 | $21,822 | $7,274iApproximate average salary by contribution assumption: employee only about $181,850 at 4% or $121,233 at 6%; with 50% employer match about $121,233 at 4% or $80,822 at 6%; with 100% employer match about $90,925 at 4% or $60,617 at 6%. |
| 2015 | 2 | 6 | $1,523,192 | $295,437 | $49,240iApproximate average salary by contribution assumption: employee only about $1,230,988 at 4% or $820,658 at 6%; with 50% employer match about $820,658 at 4% or $547,106 at 6%; with 100% employer match about $615,494 at 4% or $410,329 at 6%. |
| HARVEY PARTNERS LLC INCENTIVE SAVINGS PLAN AND TRUST | - | 6 | $1,450,558 | $275,250 | $45,875iApproximate average salary by contribution assumption: employee only about $1,146,875 at 4% or $764,583 at 6%; with 50% employer match about $764,583 at 4% or $509,722 at 6%; with 100% employer match about $573,438 at 4% or $382,292 at 6%. |
| Harvey Partners LLC 401 K Profit Sharing Plan Trust | - | 3 | $72,634 | $20,187 | $6,729iApproximate average salary by contribution assumption: employee only about $168,225 at 4% or $112,150 at 6%; with 50% employer match about $112,150 at 4% or $74,767 at 6%; with 100% employer match about $84,113 at 4% or $56,075 at 6%. |
| 2014 | 2 | 6 | $1,352,228 | $248,618 | $41,436iApproximate average salary by contribution assumption: employee only about $1,035,908 at 4% or $690,606 at 6%; with 50% employer match about $690,606 at 4% or $460,404 at 6%; with 100% employer match about $517,954 at 4% or $345,303 at 6%. |
| HARVEY PARTNERS LLC INCENTIVE SAVINGS PLAN AND TRUST | - | 6 | $1,299,621 | $249,264 | $41,544iApproximate average salary by contribution assumption: employee only about $1,038,600 at 4% or $692,400 at 6%; with 50% employer match about $692,400 at 4% or $461,600 at 6%; with 100% employer match about $519,300 at 4% or $346,200 at 6%. |
| Harvey Partners LLC 401 K Profit Sharing Plan Trust | - | 1 | $52,607 | -$646 | - |
| 2013 | 2 | 5 | $1,033,188 | $219,000 | $43,800iApproximate average salary by contribution assumption: employee only about $1,095,000 at 4% or $730,000 at 6%; with 50% employer match about $730,000 at 4% or $486,667 at 6%; with 100% employer match about $547,500 at 4% or $365,000 at 6%. |
| HARVEY PARTNERS LLC INCENTIVE SAVINGS PLAN AND TRUST | - | 5 | $981,183 | $201,500 | $40,300iApproximate average salary by contribution assumption: employee only about $1,007,500 at 4% or $671,667 at 6%; with 50% employer match about $671,667 at 4% or $447,778 at 6%; with 100% employer match about $503,750 at 4% or $335,833 at 6%. |
| Harvey Partners LLC 401 K Profit Sharing Plan Trust | - | 1 | $52,005 | $17,500 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| 2012 | 2 | 6 | $724,944 | $203,000 | $33,833iApproximate average salary by contribution assumption: employee only about $845,833 at 4% or $563,889 at 6%; with 50% employer match about $563,889 at 4% or $375,926 at 6%; with 100% employer match about $422,917 at 4% or $281,944 at 6%. |
| HARVEY PARTNERS LLC INCENTIVE SAVINGS PLAN AND TRUST | - | 6 | $664,086 | $175,000 | $29,167iApproximate average salary by contribution assumption: employee only about $729,167 at 4% or $486,111 at 6%; with 50% employer match about $486,111 at 4% or $324,074 at 6%; with 100% employer match about $364,583 at 4% or $243,056 at 6%. |
| Harvey Partners LLC 401 K Profit Sharing Plan Trust | - | 2 | $60,858 | $28,000 | $14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%. |
| 2011 | 2 | 6 | $463,300 | $286,112 | $47,685iApproximate average salary by contribution assumption: employee only about $1,192,133 at 4% or $794,756 at 6%; with 50% employer match about $794,756 at 4% or $529,837 at 6%; with 100% employer match about $596,067 at 4% or $397,378 at 6%. |
| HARVEY PARTNERS LLC INCENTIVE SAVINGS PLAN AND TRUST | - | 6 | $424,280 | $246,000 | $41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%. |
| HARVEY PARTNERS LLC 401 K PROFIT SHARING PLAN TRUST | - | 3 | $39,020 | $40,112 | $13,371iApproximate average salary by contribution assumption: employee only about $334,267 at 4% or $222,844 at 6%; with 50% employer match about $222,844 at 4% or $148,563 at 6%; with 100% employer match about $167,133 at 4% or $111,422 at 6%. |
| 2010 | 1 | 2 | $204,279 | $98,000 | $49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%. |
| HARVEY PARTNERS LLC INCENTIVE SAVINGS PLAN AND TRUST | - | 2 | $204,279 | $98,000 | $49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%. |