Civic Intelligence

Harbor Financial Group

Plan context: Harbor Financial Group Retirement Plan

EIN 20-5071385 • Charleston, SC • 9 filings • 1 plans

171 Church Street, Suite 210Charleston, SC 29401
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,268,795

2024 Contributions

$94,957

Historical Graphs

Total Assets Over Time

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

$1,268,795$634,398$0201620202024YearValue
$1,268,795Latest year 2024

Participants Over Time

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

740201620202024YearValue
6Latest 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
202416$1,268,795$94,957$15,826iApproximate average salary by contribution assumption: employee only about $395,654 at 4% or $263,769 at 6%; with 50% employer match about $263,769 at 4% or $175,846 at 6%; with 100% employer match about $197,827 at 4% or $131,885 at 6%.
Harbor Financial Group Retirement Plan-6$1,268,795$94,957$15,826iApproximate average salary by contribution assumption: employee only about $395,654 at 4% or $263,769 at 6%; with 50% employer match about $263,769 at 4% or $175,846 at 6%; with 100% employer match about $197,827 at 4% or $131,885 at 6%.
202314$849,328$89,718$22,430iApproximate average salary by contribution assumption: employee only about $560,738 at 4% or $373,825 at 6%; with 50% employer match about $373,825 at 4% or $249,217 at 6%; with 100% employer match about $280,369 at 4% or $186,913 at 6%.
Harbor Financial Group Retirement Plan-4$849,328$89,718$22,430iApproximate average salary by contribution assumption: employee only about $560,738 at 4% or $373,825 at 6%; with 50% employer match about $373,825 at 4% or $249,217 at 6%; with 100% employer match about $280,369 at 4% or $186,913 at 6%.
202214$516,964$72,599$18,150iApproximate average salary by contribution assumption: employee only about $453,744 at 4% or $302,496 at 6%; with 50% employer match about $302,496 at 4% or $201,664 at 6%; with 100% employer match about $226,872 at 4% or $151,248 at 6%.
Harbor Financial Group Retirement Plan-4$516,964$72,599$18,150iApproximate average salary by contribution assumption: employee only about $453,744 at 4% or $302,496 at 6%; with 50% employer match about $302,496 at 4% or $201,664 at 6%; with 100% employer match about $226,872 at 4% or $151,248 at 6%.
202114$625,009$59,903$14,976iApproximate average salary by contribution assumption: employee only about $374,394 at 4% or $249,596 at 6%; with 50% employer match about $249,596 at 4% or $166,397 at 6%; with 100% employer match about $187,197 at 4% or $124,798 at 6%.
Harbor Financial Group Retirement Plan-4$625,009$59,903$14,976iApproximate average salary by contribution assumption: employee only about $374,394 at 4% or $249,596 at 6%; with 50% employer match about $249,596 at 4% or $166,397 at 6%; with 100% employer match about $187,197 at 4% or $124,798 at 6%.
202016$438,303$58,830$9,805iApproximate average salary by contribution assumption: employee only about $245,125 at 4% or $163,417 at 6%; with 50% employer match about $163,417 at 4% or $108,944 at 6%; with 100% employer match about $122,563 at 4% or $81,708 at 6%.
Harbor Financial Group Retirement Plan-6$438,303$58,830$9,805iApproximate average salary by contribution assumption: employee only about $245,125 at 4% or $163,417 at 6%; with 50% employer match about $163,417 at 4% or $108,944 at 6%; with 100% employer match about $122,563 at 4% or $81,708 at 6%.
201917$273,280$59,481$8,497iApproximate average salary by contribution assumption: employee only about $212,432 at 4% or $141,621 at 6%; with 50% employer match about $141,621 at 4% or $94,414 at 6%; with 100% employer match about $106,216 at 4% or $70,811 at 6%.
Harbor Financial Group Retirement Plan-7$273,280$59,481$8,497iApproximate average salary by contribution assumption: employee only about $212,432 at 4% or $141,621 at 6%; with 50% employer match about $141,621 at 4% or $94,414 at 6%; with 100% employer match about $106,216 at 4% or $70,811 at 6%.
201816$217,708$77,173$12,862iApproximate average salary by contribution assumption: employee only about $321,554 at 4% or $214,369 at 6%; with 50% employer match about $214,369 at 4% or $142,913 at 6%; with 100% employer match about $160,777 at 4% or $107,185 at 6%.
Harbor Financial Group Retirement Plan-6$217,708$77,173$12,862iApproximate average salary by contribution assumption: employee only about $321,554 at 4% or $214,369 at 6%; with 50% employer match about $214,369 at 4% or $142,913 at 6%; with 100% employer match about $160,777 at 4% or $107,185 at 6%.
201716$159,539$75,703$12,617iApproximate average salary by contribution assumption: employee only about $315,429 at 4% or $210,286 at 6%; with 50% employer match about $210,286 at 4% or $140,191 at 6%; with 100% employer match about $157,715 at 4% or $105,143 at 6%.
Harbor Financial Group Retirement Plan-6$159,539$75,703$12,617iApproximate average salary by contribution assumption: employee only about $315,429 at 4% or $210,286 at 6%; with 50% employer match about $210,286 at 4% or $140,191 at 6%; with 100% employer match about $157,715 at 4% or $105,143 at 6%.
201615$62,104$61,110$12,222iApproximate average salary by contribution assumption: employee only about $305,550 at 4% or $203,700 at 6%; with 50% employer match about $203,700 at 4% or $135,800 at 6%; with 100% employer match about $152,775 at 4% or $101,850 at 6%.
Harbor Financial Group Retirement Plan-5$62,104$61,110$12,222iApproximate average salary by contribution assumption: employee only about $305,550 at 4% or $203,700 at 6%; with 50% employer match about $203,700 at 4% or $135,800 at 6%; with 100% employer match about $152,775 at 4% or $101,850 at 6%.