Civic Intelligence

Harris Financial Services, Inc.

Plan context: Harris Financial Services Inc. 401(K) Plan

EIN 20-4641299 • Kalispell, MT • 7 filings • 2 plans

1555 Stillwater RdKalispell, MT 59901
Current Snapshot

Latest Year

2015

2015 Participants

4

2015 Assets

$350,901

2015 Contributions

$78,172

Historical Graphs

Total Assets Over Time

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

$350,901$175,451$0200920122015YearValue
$350,901Latest year 2015

Participants Over Time

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

420200920122015YearValue
4Latest year 2015

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
201514$350,901$78,172$19,543iApproximate average salary by contribution assumption: employee only about $488,575 at 4% or $325,717 at 6%; with 50% employer match about $325,717 at 4% or $217,144 at 6%; with 100% employer match about $244,288 at 4% or $162,858 at 6%.
Harris Financial Services Inc. 401(K) Plan-4$350,901$78,172$19,543iApproximate average salary by contribution assumption: employee only about $488,575 at 4% or $325,717 at 6%; with 50% employer match about $325,717 at 4% or $217,144 at 6%; with 100% employer match about $244,288 at 4% or $162,858 at 6%.
201412$305,080$55,629$27,815iApproximate average salary by contribution assumption: employee only about $695,363 at 4% or $463,575 at 6%; with 50% employer match about $463,575 at 4% or $309,050 at 6%; with 100% employer match about $347,681 at 4% or $231,788 at 6%.
Harris Financial Services Inc. 401(K) Plan-2$305,080$55,629$27,815iApproximate average salary by contribution assumption: employee only about $695,363 at 4% or $463,575 at 6%; with 50% employer match about $463,575 at 4% or $309,050 at 6%; with 100% employer match about $347,681 at 4% or $231,788 at 6%.
201313$241,733$47,436$15,812iApproximate average salary by contribution assumption: employee only about $395,300 at 4% or $263,533 at 6%; with 50% employer match about $263,533 at 4% or $175,689 at 6%; with 100% employer match about $197,650 at 4% or $131,767 at 6%.
Harris Financial Services Inc. 401(K) Plan-3$241,733$47,436$15,812iApproximate average salary by contribution assumption: employee only about $395,300 at 4% or $263,533 at 6%; with 50% employer match about $263,533 at 4% or $175,689 at 6%; with 100% employer match about $197,650 at 4% or $131,767 at 6%.
201213$190,756$35,109$11,703iApproximate average salary by contribution assumption: employee only about $292,575 at 4% or $195,050 at 6%; with 50% employer match about $195,050 at 4% or $130,033 at 6%; with 100% employer match about $146,288 at 4% or $97,525 at 6%.
Harris Financial Services Inc. 401(K) Plan-3$190,756$35,109$11,703iApproximate average salary by contribution assumption: employee only about $292,575 at 4% or $195,050 at 6%; with 50% employer match about $195,050 at 4% or $130,033 at 6%; with 100% employer match about $146,288 at 4% or $97,525 at 6%.
201113$140,355$33,941$11,314iApproximate average salary by contribution assumption: employee only about $282,842 at 4% or $188,561 at 6%; with 50% employer match about $188,561 at 4% or $125,707 at 6%; with 100% employer match about $141,421 at 4% or $94,281 at 6%.
Harris Financial Services Inc. 401(K) Plan-3$140,355$33,941$11,314iApproximate average salary by contribution assumption: employee only about $282,842 at 4% or $188,561 at 6%; with 50% employer match about $188,561 at 4% or $125,707 at 6%; with 100% employer match about $141,421 at 4% or $94,281 at 6%.
201013$110,325$39,278$13,093iApproximate average salary by contribution assumption: employee only about $327,317 at 4% or $218,211 at 6%; with 50% employer match about $218,211 at 4% or $145,474 at 6%; with 100% employer match about $163,658 at 4% or $109,106 at 6%.
Harris Financial Services Inc. 401(K) Plan-3$110,325$39,278$13,093iApproximate average salary by contribution assumption: employee only about $327,317 at 4% or $218,211 at 6%; with 50% employer match about $218,211 at 4% or $145,474 at 6%; with 100% employer match about $163,658 at 4% or $109,106 at 6%.
200912$63,577$34,511$17,256iApproximate average salary by contribution assumption: employee only about $431,388 at 4% or $287,592 at 6%; with 50% employer match about $287,592 at 4% or $191,728 at 6%; with 100% employer match about $215,694 at 4% or $143,796 at 6%.
Harris Financial Services Inc. 401(K) Plan-2$63,577$34,511$17,256iApproximate average salary by contribution assumption: employee only about $431,388 at 4% or $287,592 at 6%; with 50% employer match about $287,592 at 4% or $191,728 at 6%; with 100% employer match about $215,694 at 4% or $143,796 at 6%.