Harwood Financial Services LLC
Plan context: Harwood Wealth Management
EIN 30-0146864 • Greenville, SC • 5 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$188,368
2024 Contributions
$68,346
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 | 1 | 3 | $188,368 | $68,346 | $22,782iApproximate average salary by contribution assumption: employee only about $569,550 at 4% or $379,700 at 6%; with 50% employer match about $379,700 at 4% or $253,133 at 6%; with 100% employer match about $284,775 at 4% or $189,850 at 6%. |
| Harwood Wealth Management | - | 3 | $188,368 | $68,346 | $22,782iApproximate average salary by contribution assumption: employee only about $569,550 at 4% or $379,700 at 6%; with 50% employer match about $379,700 at 4% or $253,133 at 6%; with 100% employer match about $284,775 at 4% or $189,850 at 6%. |
| 2023 | 1 | 4 | $106,502 | $94,407 | $23,602iApproximate average salary by contribution assumption: employee only about $590,044 at 4% or $393,363 at 6%; with 50% employer match about $393,363 at 4% or $262,242 at 6%; with 100% employer match about $295,022 at 4% or $196,681 at 6%. |
| Harwood Wealth Management | - | 4 | $106,502 | $94,407 | $23,602iApproximate average salary by contribution assumption: employee only about $590,044 at 4% or $393,363 at 6%; with 50% employer match about $393,363 at 4% or $262,242 at 6%; with 100% employer match about $295,022 at 4% or $196,681 at 6%. |
| 2017 | 1 | 0 | $0 | $73,557 | - |
| Hwm 401(K) Plan | - | 0 | $0 | $73,557 | - |
| 2016 | 1 | 4 | $317,779 | $127,942 | $31,986iApproximate average salary by contribution assumption: employee only about $799,638 at 4% or $533,092 at 6%; with 50% employer match about $533,092 at 4% or $355,394 at 6%; with 100% employer match about $399,819 at 4% or $266,546 at 6%. |
| Hwm 401(K) Plan | - | 4 | $317,779 | $127,942 | $31,986iApproximate average salary by contribution assumption: employee only about $799,638 at 4% or $533,092 at 6%; with 50% employer match about $533,092 at 4% or $355,394 at 6%; with 100% employer match about $399,819 at 4% or $266,546 at 6%. |
| 2015 | 1 | 5 | $174,626 | $181,830 | $36,366iApproximate average salary by contribution assumption: employee only about $909,150 at 4% or $606,100 at 6%; with 50% employer match about $606,100 at 4% or $404,067 at 6%; with 100% employer match about $454,575 at 4% or $303,050 at 6%. |
| Hwm 401(K) Plan | - | 5 | $174,626 | $181,830 | $36,366iApproximate average salary by contribution assumption: employee only about $909,150 at 4% or $606,100 at 6%; with 50% employer match about $606,100 at 4% or $404,067 at 6%; with 100% employer match about $454,575 at 4% or $303,050 at 6%. |