Civic Intelligence

Clear Harbor Asset Management

Plan context: Clear Harbor Asset Management 401(K) Profit Sharing Plan & Trust

EIN 27-1506486 • 12 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$1,604,736

2024 Contributions

$149,671

Historical Graphs

Total Assets Over Time

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

$1,604,736$802,368$0201320192024YearValue
$1,604,736Latest year 2024

Participants Over Time

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

1260201320192024YearValue
12Latest 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
2024112$1,604,736$149,671$12,473iApproximate average salary by contribution assumption: employee only about $311,815 at 4% or $207,876 at 6%; with 50% employer match about $207,876 at 4% or $138,584 at 6%; with 100% employer match about $155,907 at 4% or $103,938 at 6%.
Clear Harbor Asset Management 401(K) Profit Sharing Plan & Trust-12$1,604,736$149,671$12,473iApproximate average salary by contribution assumption: employee only about $311,815 at 4% or $207,876 at 6%; with 50% employer match about $207,876 at 4% or $138,584 at 6%; with 100% employer match about $155,907 at 4% or $103,938 at 6%.
2023110$1,297,108$123,367$12,337iApproximate average salary by contribution assumption: employee only about $308,418 at 4% or $205,612 at 6%; with 50% employer match about $205,612 at 4% or $137,074 at 6%; with 100% employer match about $154,209 at 4% or $102,806 at 6%.
Clear Harbor Asset Management 401(K) Profit Sharing Plan & Trust-10$1,297,108$123,367$12,337iApproximate average salary by contribution assumption: employee only about $308,418 at 4% or $205,612 at 6%; with 50% employer match about $205,612 at 4% or $137,074 at 6%; with 100% employer match about $154,209 at 4% or $102,806 at 6%.
2022110$1,016,292$108,855$10,886iApproximate average salary by contribution assumption: employee only about $272,138 at 4% or $181,425 at 6%; with 50% employer match about $181,425 at 4% or $120,950 at 6%; with 100% employer match about $136,069 at 4% or $90,713 at 6%.
Clear Harbor Asset Management 401(K) Profit Sharing Plan & Trust-10$1,016,292$108,855$10,886iApproximate average salary by contribution assumption: employee only about $272,138 at 4% or $181,425 at 6%; with 50% employer match about $181,425 at 4% or $120,950 at 6%; with 100% employer match about $136,069 at 4% or $90,713 at 6%.
2021110$1,113,784$85,651$8,565iApproximate average salary by contribution assumption: employee only about $214,128 at 4% or $142,752 at 6%; with 50% employer match about $142,752 at 4% or $95,168 at 6%; with 100% employer match about $107,064 at 4% or $71,376 at 6%.
Clear Harbor Asset Management 401(K) Profit Sharing Plan & Trust-10$1,113,784$85,651$8,565iApproximate average salary by contribution assumption: employee only about $214,128 at 4% or $142,752 at 6%; with 50% employer match about $142,752 at 4% or $95,168 at 6%; with 100% employer match about $107,064 at 4% or $71,376 at 6%.
202019$873,629$82,538$9,171iApproximate average salary by contribution assumption: employee only about $229,272 at 4% or $152,848 at 6%; with 50% employer match about $152,848 at 4% or $101,899 at 6%; with 100% employer match about $114,636 at 4% or $76,424 at 6%.
Clear Harbor Asset Management 401(K) Profit Sharing Plan & Trust-9$873,629$82,538$9,171iApproximate average salary by contribution assumption: employee only about $229,272 at 4% or $152,848 at 6%; with 50% employer match about $152,848 at 4% or $101,899 at 6%; with 100% employer match about $114,636 at 4% or $76,424 at 6%.
201917$695,554$94,984$13,569iApproximate average salary by contribution assumption: employee only about $339,229 at 4% or $226,152 at 6%; with 50% employer match about $226,152 at 4% or $150,768 at 6%; with 100% employer match about $169,614 at 4% or $113,076 at 6%.
Clear Harbor Asset Management 401(K) Profit Sharing Plan & Trust-7$695,554$94,984$13,569iApproximate average salary by contribution assumption: employee only about $339,229 at 4% or $226,152 at 6%; with 50% employer match about $226,152 at 4% or $150,768 at 6%; with 100% employer match about $169,614 at 4% or $113,076 at 6%.
201817$488,815$70,728$10,104iApproximate average salary by contribution assumption: employee only about $252,600 at 4% or $168,400 at 6%; with 50% employer match about $168,400 at 4% or $112,267 at 6%; with 100% employer match about $126,300 at 4% or $84,200 at 6%.
Clear Harbor Asset Management 401(K) Profit Sharing Plan & Trust-7$488,815$70,728$10,104iApproximate average salary by contribution assumption: employee only about $252,600 at 4% or $168,400 at 6%; with 50% employer match about $168,400 at 4% or $112,267 at 6%; with 100% employer match about $126,300 at 4% or $84,200 at 6%.
201717$469,475$77,578$11,083iApproximate average salary by contribution assumption: employee only about $277,064 at 4% or $184,710 at 6%; with 50% employer match about $184,710 at 4% or $123,140 at 6%; with 100% employer match about $138,532 at 4% or $92,355 at 6%.
Clear Harbor Asset Management 401(K) Profit Sharing Plan & Trust-7$469,475$77,578$11,083iApproximate average salary by contribution assumption: employee only about $277,064 at 4% or $184,710 at 6%; with 50% employer match about $184,710 at 4% or $123,140 at 6%; with 100% employer match about $138,532 at 4% or $92,355 at 6%.
201616$331,052$112,601$18,767iApproximate average salary by contribution assumption: employee only about $469,171 at 4% or $312,781 at 6%; with 50% employer match about $312,781 at 4% or $208,520 at 6%; with 100% employer match about $234,585 at 4% or $156,390 at 6%.
Clear Harbor Asset Management 401(K) Profit Sharing Plan & Trust-6$331,052$112,601$18,767iApproximate average salary by contribution assumption: employee only about $469,171 at 4% or $312,781 at 6%; with 50% employer match about $312,781 at 4% or $208,520 at 6%; with 100% employer match about $234,585 at 4% or $156,390 at 6%.
201516$189,086$99,086$16,514iApproximate average salary by contribution assumption: employee only about $412,858 at 4% or $275,239 at 6%; with 50% employer match about $275,239 at 4% or $183,493 at 6%; with 100% employer match about $206,429 at 4% or $137,619 at 6%.
Clear Harbor Asset Management 401(K) Profit Sharing Plan & Trust-6$189,086$99,086$16,514iApproximate average salary by contribution assumption: employee only about $412,858 at 4% or $275,239 at 6%; with 50% employer match about $275,239 at 4% or $183,493 at 6%; with 100% employer match about $206,429 at 4% or $137,619 at 6%.
201414$99,964$51,036$12,759iApproximate average salary by contribution assumption: employee only about $318,975 at 4% or $212,650 at 6%; with 50% employer match about $212,650 at 4% or $141,767 at 6%; with 100% employer match about $159,488 at 4% or $106,325 at 6%.
Clear Harbor Asset Management 401(K) Profit Sharing Plan & Trust-4$99,964$51,036$12,759iApproximate average salary by contribution assumption: employee only about $318,975 at 4% or $212,650 at 6%; with 50% employer match about $212,650 at 4% or $141,767 at 6%; with 100% employer match about $159,488 at 4% or $106,325 at 6%.
201314$43,410$43,281$10,820iApproximate average salary by contribution assumption: employee only about $270,506 at 4% or $180,338 at 6%; with 50% employer match about $180,338 at 4% or $120,225 at 6%; with 100% employer match about $135,253 at 4% or $90,169 at 6%.
Clear Harbor Asset Management 401(K) Profit Sharing Plan & Trust-4$43,410$43,281$10,820iApproximate average salary by contribution assumption: employee only about $270,506 at 4% or $180,338 at 6%; with 50% employer match about $180,338 at 4% or $120,225 at 6%; with 100% employer match about $135,253 at 4% or $90,169 at 6%.