Civic Intelligence

Harris, Mackessy & Brennan Inc.

Plan context: Harris, Mackessy & Brennan Inc. 401K Plan

EIN 31-1410213 • Westerville, OH • 34 filings • 5 plans

570 Polaris Parkway, Suite 200Westerville, OH 43082
Current Snapshot

Latest Year

2022

2022 Participants

4

2022 Assets

$8,848,033

2022 Contributions

$285,743

Historical Graphs

Total Assets Over Time

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

$36,067,068$18,033,534$0199920112021YearValue
$8,848,033Latest year 2021

Participants Over Time

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

4262130199920102021YearValue
4Latest year 2021

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
202210$0$0-
Harris, Mackessy & Brennan Inc. 401K Plan-0$0$0-
202114$8,848,033$285,743$71,436iApproximate average salary by contribution assumption: employee only about $1,785,894 at 4% or $1,190,596 at 6%; with 50% employer match about $1,190,596 at 4% or $793,731 at 6%; with 100% employer match about $892,947 at 4% or $595,298 at 6%.
Harris, Mackessy & Brennan Inc. 401K Plan-4$8,848,033$285,743$71,436iApproximate average salary by contribution assumption: employee only about $1,785,894 at 4% or $1,190,596 at 6%; with 50% employer match about $1,190,596 at 4% or $793,731 at 6%; with 100% employer match about $892,947 at 4% or $595,298 at 6%.
20202206$36,067,068$2,416,139$11,729iApproximate average salary by contribution assumption: employee only about $293,221 at 4% or $195,481 at 6%; with 50% employer match about $195,481 at 4% or $130,320 at 6%; with 100% employer match about $146,610 at 4% or $97,740 at 6%.
Harris, Mackessy & Brennan Inc. 401K Plan-201$36,067,068$2,416,139$12,021iApproximate average salary by contribution assumption: employee only about $300,515 at 4% or $200,343 at 6%; with 50% employer match about $200,343 at 4% or $133,562 at 6%; with 100% employer match about $150,257 at 4% or $100,172 at 6%.
Harris, Mackessy & Brennan Inc. Employee Benefit Plan-206---
20192426$29,008,123$2,853,041$6,697iApproximate average salary by contribution assumption: employee only about $167,432 at 4% or $111,621 at 6%; with 50% employer match about $111,621 at 4% or $74,414 at 6%; with 100% employer match about $83,716 at 4% or $55,811 at 6%.
Harris, Mackessy & Brennan Inc. 401K Plan-204$29,008,123$2,853,041$13,985iApproximate average salary by contribution assumption: employee only about $349,637 at 4% or $233,092 at 6%; with 50% employer match about $233,092 at 4% or $155,394 at 6%; with 100% employer match about $174,819 at 4% or $116,546 at 6%.
Harris, Mackessy & Brennan Inc. Employee Benefit Plan-426---
20182246$21,958,983$2,727,445$11,087iApproximate average salary by contribution assumption: employee only about $277,179 at 4% or $184,786 at 6%; with 50% employer match about $184,786 at 4% or $123,191 at 6%; with 100% employer match about $138,590 at 4% or $92,393 at 6%.
Harris, Mackessy & Brennan Inc. 401K Plan-206$21,958,983$2,727,445$13,240iApproximate average salary by contribution assumption: employee only about $331,001 at 4% or $220,667 at 6%; with 50% employer match about $220,667 at 4% or $147,111 at 6%; with 100% employer match about $165,500 at 4% or $110,334 at 6%.
Harris, Mackessy & Brennan Inc. Employee Benefit Plan-246---
20172238$22,088,881$2,342,621$9,843iApproximate average salary by contribution assumption: employee only about $246,074 at 4% or $164,049 at 6%; with 50% employer match about $164,049 at 4% or $109,366 at 6%; with 100% employer match about $123,037 at 4% or $82,025 at 6%.
Harris, Mackessy & Brennan Inc. 401K Plan-195$22,088,881$2,342,621$12,013iApproximate average salary by contribution assumption: employee only about $300,336 at 4% or $200,224 at 6%; with 50% employer match about $200,224 at 4% or $133,483 at 6%; with 100% employer match about $150,168 at 4% or $100,112 at 6%.
Harris, Mackessy & Brennan Inc. Employee Benefit Plan-238---
20162208$17,267,579$2,549,197$12,256iApproximate average salary by contribution assumption: employee only about $306,394 at 4% or $204,263 at 6%; with 50% employer match about $204,263 at 4% or $136,175 at 6%; with 100% employer match about $153,197 at 4% or $102,131 at 6%.
Harris, Mackessy & Brennan Inc. 401K Plan-179$17,267,579$2,549,197$14,241iApproximate average salary by contribution assumption: employee only about $356,033 at 4% or $237,355 at 6%; with 50% employer match about $237,355 at 4% or $158,237 at 6%; with 100% employer match about $178,017 at 4% or $118,678 at 6%.
Harris, Mackessy & Brennan Inc. Employee Benefit Plan-208---
20153198$13,679,434$1,481,875$7,484iApproximate average salary by contribution assumption: employee only about $187,105 at 4% or $124,737 at 6%; with 50% employer match about $124,737 at 4% or $83,158 at 6%; with 100% employer match about $93,553 at 4% or $62,368 at 6%.
Harris, Mackessy & Brennan Inc. 401K Plan-176$13,679,434$1,481,875$8,420iApproximate average salary by contribution assumption: employee only about $210,494 at 4% or $140,329 at 6%; with 50% employer match about $140,329 at 4% or $93,553 at 6%; with 100% employer match about $105,247 at 4% or $70,165 at 6%.
Harris, Mackessy & Brennan Inc. Employee Benefit Plan-198---
HARRIS, MACKESSY & BRENNAN CASH BALANCE PLAN-0$0$0-
20142140$13,613,845$1,707,436$12,196iApproximate average salary by contribution assumption: employee only about $304,899 at 4% or $203,266 at 6%; with 50% employer match about $203,266 at 4% or $135,511 at 6%; with 100% employer match about $152,450 at 4% or $101,633 at 6%.
Harris, Mackessy & Brennan Inc. 401K Plan-140$12,446,028$1,302,436$9,303iApproximate average salary by contribution assumption: employee only about $232,578 at 4% or $155,052 at 6%; with 50% employer match about $155,052 at 4% or $103,368 at 6%; with 100% employer match about $116,289 at 4% or $77,526 at 6%.
HARRIS, MACKESSY & BRENNAN CASH BALANCE PLAN-49$1,167,817$405,000$8,265iApproximate average salary by contribution assumption: employee only about $206,633 at 4% or $137,755 at 6%; with 50% employer match about $137,755 at 4% or $91,837 at 6%; with 100% employer match about $103,316 at 4% or $68,878 at 6%.
20132145$12,456,321$1,327,537$9,155iApproximate average salary by contribution assumption: employee only about $228,886 at 4% or $152,590 at 6%; with 50% employer match about $152,590 at 4% or $101,727 at 6%; with 100% employer match about $114,443 at 4% or $76,295 at 6%.
Harris, Mackessy & Brennan Inc. 401K Plan-145$11,689,393$922,537$6,362iApproximate average salary by contribution assumption: employee only about $159,058 at 4% or $106,039 at 6%; with 50% employer match about $106,039 at 4% or $70,692 at 6%; with 100% employer match about $79,529 at 4% or $53,019 at 6%.
HARRIS, MACKESSY & BRENNAN CASH BALANCE PLAN-114$766,928$405,000$3,553iApproximate average salary by contribution assumption: employee only about $88,816 at 4% or $59,211 at 6%; with 50% employer match about $59,211 at 4% or $39,474 at 6%; with 100% employer match about $44,408 at 4% or $29,605 at 6%.
2012293$9,285,132$1,604,830$17,256iApproximate average salary by contribution assumption: employee only about $431,406 at 4% or $287,604 at 6%; with 50% employer match about $287,604 at 4% or $191,736 at 6%; with 100% employer match about $215,703 at 4% or $143,802 at 6%.
Harris, Mackessy & Brennan Inc. 401K Plan-93$8,925,132$1,244,830$13,385iApproximate average salary by contribution assumption: employee only about $334,632 at 4% or $223,088 at 6%; with 50% employer match about $223,088 at 4% or $148,725 at 6%; with 100% employer match about $167,316 at 4% or $111,544 at 6%.
HARRIS, MACKESSY & BRENNAN CASH BALANCE PLAN-87$360,000$360,000$4,138iApproximate average salary by contribution assumption: employee only about $103,448 at 4% or $68,966 at 6%; with 50% employer match about $68,966 at 4% or $45,977 at 6%; with 100% employer match about $51,724 at 4% or $34,483 at 6%.
2011183$7,105,467$908,870$10,950iApproximate average salary by contribution assumption: employee only about $273,756 at 4% or $182,504 at 6%; with 50% employer match about $182,504 at 4% or $121,669 at 6%; with 100% employer match about $136,878 at 4% or $91,252 at 6%.
Harris, Mackessy & Brennan Inc. 401K Plan-83$7,105,467$908,870$10,950iApproximate average salary by contribution assumption: employee only about $273,756 at 4% or $182,504 at 6%; with 50% employer match about $182,504 at 4% or $121,669 at 6%; with 100% employer match about $136,878 at 4% or $91,252 at 6%.
2010168$6,629,995$778,622$11,450iApproximate average salary by contribution assumption: employee only about $286,258 at 4% or $190,839 at 6%; with 50% employer match about $190,839 at 4% or $127,226 at 6%; with 100% employer match about $143,129 at 4% or $95,419 at 6%.
Harris, Mackessy & Brennan Inc. 401K Plan-68$6,629,995$778,622$11,450iApproximate average salary by contribution assumption: employee only about $286,258 at 4% or $190,839 at 6%; with 50% employer match about $190,839 at 4% or $127,226 at 6%; with 100% employer match about $143,129 at 4% or $95,419 at 6%.
2009155$5,168,687$603,989$10,982iApproximate average salary by contribution assumption: employee only about $274,540 at 4% or $183,027 at 6%; with 50% employer match about $183,027 at 4% or $122,018 at 6%; with 100% employer match about $137,270 at 4% or $91,513 at 6%.
Harris, Mackessy & Brennan Inc. 401K Plan-55$5,168,687$603,989$10,982iApproximate average salary by contribution assumption: employee only about $274,540 at 4% or $183,027 at 6%; with 50% employer match about $183,027 at 4% or $122,018 at 6%; with 100% employer match about $137,270 at 4% or $91,513 at 6%.
2008147$3,664,291$648,204$13,792iApproximate average salary by contribution assumption: employee only about $344,789 at 4% or $229,860 at 6%; with 50% employer match about $229,860 at 4% or $153,240 at 6%; with 100% employer match about $172,395 at 4% or $114,930 at 6%.
Harris, Mackessy & Brennan Inc. 401K Plan-47$3,664,291$648,204$13,792iApproximate average salary by contribution assumption: employee only about $344,789 at 4% or $229,860 at 6%; with 50% employer match about $229,860 at 4% or $153,240 at 6%; with 100% employer match about $172,395 at 4% or $114,930 at 6%.
2007133$0$0-
Harris, Mackessy & Brennan Inc. 401K Plan-33---
2006134$4,220,818$612,049$18,001iApproximate average salary by contribution assumption: employee only about $450,036 at 4% or $300,024 at 6%; with 50% employer match about $300,024 at 4% or $200,016 at 6%; with 100% employer match about $225,018 at 4% or $150,012 at 6%.
Harris, Mackessy & Brennan Inc. 401K Plan-34$4,220,818$612,049$18,001iApproximate average salary by contribution assumption: employee only about $450,036 at 4% or $300,024 at 6%; with 50% employer match about $300,024 at 4% or $200,016 at 6%; with 100% employer match about $225,018 at 4% or $150,012 at 6%.
2005132$3,228,432$533,887$16,684iApproximate average salary by contribution assumption: employee only about $417,099 at 4% or $278,066 at 6%; with 50% employer match about $278,066 at 4% or $185,377 at 6%; with 100% employer match about $208,550 at 4% or $139,033 at 6%.
Harris, Mackessy & Brennan Inc. 401K Plan-32$3,228,432$533,887$16,684iApproximate average salary by contribution assumption: employee only about $417,099 at 4% or $278,066 at 6%; with 50% employer match about $278,066 at 4% or $185,377 at 6%; with 100% employer match about $208,550 at 4% or $139,033 at 6%.
2004131$2,657,852$436,550$14,082iApproximate average salary by contribution assumption: employee only about $352,056 at 4% or $234,704 at 6%; with 50% employer match about $234,704 at 4% or $156,470 at 6%; with 100% employer match about $176,028 at 4% or $117,352 at 6%.
Harris, Mackessy & Brennan Inc. 401K Plan-31$2,657,852$436,550$14,082iApproximate average salary by contribution assumption: employee only about $352,056 at 4% or $234,704 at 6%; with 50% employer match about $234,704 at 4% or $156,470 at 6%; with 100% employer match about $176,028 at 4% or $117,352 at 6%.
2003133$2,008,492$468,336$14,192iApproximate average salary by contribution assumption: employee only about $354,800 at 4% or $236,533 at 6%; with 50% employer match about $236,533 at 4% or $157,689 at 6%; with 100% employer match about $177,400 at 4% or $118,267 at 6%.
Harris, Mackessy & Brennan Inc. 401K Plan-33$2,008,492$468,336$14,192iApproximate average salary by contribution assumption: employee only about $354,800 at 4% or $236,533 at 6%; with 50% employer match about $236,533 at 4% or $157,689 at 6%; with 100% employer match about $177,400 at 4% or $118,267 at 6%.
2002139$1,277,338$535,111$13,721iApproximate average salary by contribution assumption: employee only about $343,020 at 4% or $228,680 at 6%; with 50% employer match about $228,680 at 4% or $152,453 at 6%; with 100% employer match about $171,510 at 4% or $114,340 at 6%.
Harris, Mackessy & Brennan Inc. 401K Plan-39$1,277,338$535,111$13,721iApproximate average salary by contribution assumption: employee only about $343,020 at 4% or $228,680 at 6%; with 50% employer match about $228,680 at 4% or $152,453 at 6%; with 100% employer match about $171,510 at 4% or $114,340 at 6%.
2001140$0$0-
Harris, Mackessy & Brennan Inc. 401K Plan-40---
2000134$829,931$366,230$10,771iApproximate average salary by contribution assumption: employee only about $269,287 at 4% or $179,525 at 6%; with 50% employer match about $179,525 at 4% or $119,683 at 6%; with 100% employer match about $134,643 at 4% or $89,762 at 6%.
Harris, Mackessy & Brennan Inc. 401K Plan-34$829,931$366,230$10,771iApproximate average salary by contribution assumption: employee only about $269,287 at 4% or $179,525 at 6%; with 50% employer match about $179,525 at 4% or $119,683 at 6%; with 100% employer match about $134,643 at 4% or $89,762 at 6%.
1999127$628,189$265,666$9,839iApproximate average salary by contribution assumption: employee only about $245,987 at 4% or $163,991 at 6%; with 50% employer match about $163,991 at 4% or $109,328 at 6%; with 100% employer match about $122,994 at 4% or $81,996 at 6%.
Harris, Mackessy & Brennan Inc. 401K Plan-27$628,189$265,666$9,839iApproximate average salary by contribution assumption: employee only about $245,987 at 4% or $163,991 at 6%; with 50% employer match about $163,991 at 4% or $109,328 at 6%; with 100% employer match about $122,994 at 4% or $81,996 at 6%.