Civic Intelligence

Harte Brownlee & Associates Inc.

Plan context: Harte Brownlee & Associates Inc. 401K Profit Sharing Plan

EIN 33-0634163 • Irvine, CA • 26 filings • 5 plans

2392 Morse Ave.Suite 150Irvine, CA 92614
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,221,486

2024 Contributions

$58,703

Historical Graphs

Total Assets Over Time

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

$2,221,486$1,110,743$0199920152024YearValue
$2,221,486Latest year 2024

Participants Over Time

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

530199920122024YearValue
5Latest 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
202415$2,221,486$58,703$11,741iApproximate average salary by contribution assumption: employee only about $293,515 at 4% or $195,677 at 6%; with 50% employer match about $195,677 at 4% or $130,451 at 6%; with 100% employer match about $146,758 at 4% or $97,838 at 6%.
Harte Brownlee & Associates Inc. 401K Profit Sharing Plan-5$2,221,486$58,703$11,741iApproximate average salary by contribution assumption: employee only about $293,515 at 4% or $195,677 at 6%; with 50% employer match about $195,677 at 4% or $130,451 at 6%; with 100% employer match about $146,758 at 4% or $97,838 at 6%.
202315$1,930,601$143,380$28,676iApproximate average salary by contribution assumption: employee only about $716,900 at 4% or $477,933 at 6%; with 50% employer match about $477,933 at 4% or $318,622 at 6%; with 100% employer match about $358,450 at 4% or $238,967 at 6%.
Harte Brownlee & Associates Inc. 401K Profit Sharing Plan-5$1,930,601$143,380$28,676iApproximate average salary by contribution assumption: employee only about $716,900 at 4% or $477,933 at 6%; with 50% employer match about $477,933 at 4% or $318,622 at 6%; with 100% employer match about $358,450 at 4% or $238,967 at 6%.
202215$1,564,553$114,484$22,897iApproximate average salary by contribution assumption: employee only about $572,420 at 4% or $381,613 at 6%; with 50% employer match about $381,613 at 4% or $254,409 at 6%; with 100% employer match about $286,210 at 4% or $190,807 at 6%.
Harte Brownlee & Associates Inc. 401K Profit Sharing Plan-5$1,564,553$114,484$22,897iApproximate average salary by contribution assumption: employee only about $572,420 at 4% or $381,613 at 6%; with 50% employer match about $381,613 at 4% or $254,409 at 6%; with 100% employer match about $286,210 at 4% or $190,807 at 6%.
202115$1,789,838$104,602$20,920iApproximate average salary by contribution assumption: employee only about $523,010 at 4% or $348,673 at 6%; with 50% employer match about $348,673 at 4% or $232,449 at 6%; with 100% employer match about $261,505 at 4% or $174,337 at 6%.
Harte Brownlee & Associates Inc. 401K Profit Sharing Plan-5$1,789,838$104,602$20,920iApproximate average salary by contribution assumption: employee only about $523,010 at 4% or $348,673 at 6%; with 50% employer match about $348,673 at 4% or $232,449 at 6%; with 100% employer match about $261,505 at 4% or $174,337 at 6%.
202015$1,560,531$99,510$19,902iApproximate average salary by contribution assumption: employee only about $497,550 at 4% or $331,700 at 6%; with 50% employer match about $331,700 at 4% or $221,133 at 6%; with 100% employer match about $248,775 at 4% or $165,850 at 6%.
Harte Brownlee & Associates Inc. 401K Profit Sharing Plan-5$1,560,531$99,510$19,902iApproximate average salary by contribution assumption: employee only about $497,550 at 4% or $331,700 at 6%; with 50% employer match about $331,700 at 4% or $221,133 at 6%; with 100% employer match about $248,775 at 4% or $165,850 at 6%.
201914$1,294,298$93,554$23,389iApproximate average salary by contribution assumption: employee only about $584,713 at 4% or $389,808 at 6%; with 50% employer match about $389,808 at 4% or $259,872 at 6%; with 100% employer match about $292,356 at 4% or $194,904 at 6%.
Harte Brownlee & Associates Inc. 401K Profit Sharing Plan-4$1,294,298$93,554$23,389iApproximate average salary by contribution assumption: employee only about $584,713 at 4% or $389,808 at 6%; with 50% employer match about $389,808 at 4% or $259,872 at 6%; with 100% employer match about $292,356 at 4% or $194,904 at 6%.
201813$1,035,167$30,834$10,278iApproximate average salary by contribution assumption: employee only about $256,950 at 4% or $171,300 at 6%; with 50% employer match about $171,300 at 4% or $114,200 at 6%; with 100% employer match about $128,475 at 4% or $85,650 at 6%.
Harte Brownlee & Associates Inc. 401K Profit Sharing Plan-3$1,035,167$30,834$10,278iApproximate average salary by contribution assumption: employee only about $256,950 at 4% or $171,300 at 6%; with 50% employer match about $171,300 at 4% or $114,200 at 6%; with 100% employer match about $128,475 at 4% or $85,650 at 6%.
201713$1,097,704$83,259$27,753iApproximate average salary by contribution assumption: employee only about $693,825 at 4% or $462,550 at 6%; with 50% employer match about $462,550 at 4% or $308,367 at 6%; with 100% employer match about $346,913 at 4% or $231,275 at 6%.
Harte Brownlee & Associates Inc. 401K Profit Sharing Plan-3$1,097,704$83,259$27,753iApproximate average salary by contribution assumption: employee only about $693,825 at 4% or $462,550 at 6%; with 50% employer match about $462,550 at 4% or $308,367 at 6%; with 100% employer match about $346,913 at 4% or $231,275 at 6%.
201613$927,475$69,389$23,130iApproximate average salary by contribution assumption: employee only about $578,242 at 4% or $385,494 at 6%; with 50% employer match about $385,494 at 4% or $256,996 at 6%; with 100% employer match about $289,121 at 4% or $192,747 at 6%.
Harte Brownlee & Associates Inc. 401K Profit Sharing Plan-3$927,475$69,389$23,130iApproximate average salary by contribution assumption: employee only about $578,242 at 4% or $385,494 at 6%; with 50% employer match about $385,494 at 4% or $256,996 at 6%; with 100% employer match about $289,121 at 4% or $192,747 at 6%.
201513$785,943$74,117$24,706iApproximate average salary by contribution assumption: employee only about $617,642 at 4% or $411,761 at 6%; with 50% employer match about $411,761 at 4% or $274,507 at 6%; with 100% employer match about $308,821 at 4% or $205,881 at 6%.
Harte Brownlee & Associates Inc. 401K Profit Sharing Plan-3$785,943$74,117$24,706iApproximate average salary by contribution assumption: employee only about $617,642 at 4% or $411,761 at 6%; with 50% employer match about $411,761 at 4% or $274,507 at 6%; with 100% employer match about $308,821 at 4% or $205,881 at 6%.
201414$913,706$53,125$13,281iApproximate average salary by contribution assumption: employee only about $332,031 at 4% or $221,354 at 6%; with 50% employer match about $221,354 at 4% or $147,569 at 6%; with 100% employer match about $166,016 at 4% or $110,677 at 6%.
Harte Brownlee & Associates Inc. 401K Profit Sharing Plan-4$913,706$53,125$13,281iApproximate average salary by contribution assumption: employee only about $332,031 at 4% or $221,354 at 6%; with 50% employer match about $221,354 at 4% or $147,569 at 6%; with 100% employer match about $166,016 at 4% or $110,677 at 6%.
201313$870,708$65,255$21,752iApproximate average salary by contribution assumption: employee only about $543,792 at 4% or $362,528 at 6%; with 50% employer match about $362,528 at 4% or $241,685 at 6%; with 100% employer match about $271,896 at 4% or $181,264 at 6%.
Harte Brownlee & Associates Inc. 401K Profit Sharing Plan-3$870,708$65,255$21,752iApproximate average salary by contribution assumption: employee only about $543,792 at 4% or $362,528 at 6%; with 50% employer match about $362,528 at 4% or $241,685 at 6%; with 100% employer match about $271,896 at 4% or $181,264 at 6%.
201213$732,281$40,241$13,414iApproximate average salary by contribution assumption: employee only about $335,342 at 4% or $223,561 at 6%; with 50% employer match about $223,561 at 4% or $149,041 at 6%; with 100% employer match about $167,671 at 4% or $111,781 at 6%.
Harte Brownlee & Associates Inc. 401K Profit Sharing Plan-3$732,281$40,241$13,414iApproximate average salary by contribution assumption: employee only about $335,342 at 4% or $223,561 at 6%; with 50% employer match about $223,561 at 4% or $149,041 at 6%; with 100% employer match about $167,671 at 4% or $111,781 at 6%.
201113$630,391$43,233$14,411iApproximate average salary by contribution assumption: employee only about $360,275 at 4% or $240,183 at 6%; with 50% employer match about $240,183 at 4% or $160,122 at 6%; with 100% employer match about $180,138 at 4% or $120,092 at 6%.
Harte Brownlee & Associates Inc. 401K Profit Sharing Plan-3$630,391$43,233$14,411iApproximate average salary by contribution assumption: employee only about $360,275 at 4% or $240,183 at 6%; with 50% employer match about $240,183 at 4% or $160,122 at 6%; with 100% employer match about $180,138 at 4% or $120,092 at 6%.
201013$559,298$45,252$15,084iApproximate average salary by contribution assumption: employee only about $377,100 at 4% or $251,400 at 6%; with 50% employer match about $251,400 at 4% or $167,600 at 6%; with 100% employer match about $188,550 at 4% or $125,700 at 6%.
Harte Brownlee & Associates Inc. 401K Profit Sharing Plan-3$559,298$45,252$15,084iApproximate average salary by contribution assumption: employee only about $377,100 at 4% or $251,400 at 6%; with 50% employer match about $251,400 at 4% or $167,600 at 6%; with 100% employer match about $188,550 at 4% or $125,700 at 6%.
200912$466,213$33,548$16,774iApproximate average salary by contribution assumption: employee only about $419,350 at 4% or $279,567 at 6%; with 50% employer match about $279,567 at 4% or $186,378 at 6%; with 100% employer match about $209,675 at 4% or $139,783 at 6%.
Harte Brownlee & Associates Inc. 401K Profit Sharing Plan-2$466,213$33,548$16,774iApproximate average salary by contribution assumption: employee only about $419,350 at 4% or $279,567 at 6%; with 50% employer match about $279,567 at 4% or $186,378 at 6%; with 100% employer match about $209,675 at 4% or $139,783 at 6%.
200812$0$0-
Harte Brownlee & Associates Inc. 401K Profit Sharing Plan-2---
200712$0$0-
Harte Brownlee & Associates Inc. 401K Profit Sharing Plan-2---
200613$0$0-
Harte Brownlee & Associates Inc. 401K Profit Sharing Plan-3---
200513$392,333$79,549$26,516iApproximate average salary by contribution assumption: employee only about $662,908 at 4% or $441,939 at 6%; with 50% employer match about $441,939 at 4% or $294,626 at 6%; with 100% employer match about $331,454 at 4% or $220,969 at 6%.
Harte Brownlee & Associates Inc. 401K Profit Sharing Plan-3$392,333$79,549$26,516iApproximate average salary by contribution assumption: employee only about $662,908 at 4% or $441,939 at 6%; with 50% employer match about $441,939 at 4% or $294,626 at 6%; with 100% employer match about $331,454 at 4% or $220,969 at 6%.
200414$427,544$72,453$18,113iApproximate average salary by contribution assumption: employee only about $452,831 at 4% or $301,888 at 6%; with 50% employer match about $301,888 at 4% or $201,258 at 6%; with 100% employer match about $226,416 at 4% or $150,944 at 6%.
Harte Brownlee & Associates Inc. 401K Profit Sharing Plan-4$427,544$72,453$18,113iApproximate average salary by contribution assumption: employee only about $452,831 at 4% or $301,888 at 6%; with 50% employer match about $301,888 at 4% or $201,258 at 6%; with 100% employer match about $226,416 at 4% or $150,944 at 6%.
200314$292,405$81,243$20,311iApproximate average salary by contribution assumption: employee only about $507,769 at 4% or $338,513 at 6%; with 50% employer match about $338,513 at 4% or $225,675 at 6%; with 100% employer match about $253,884 at 4% or $169,256 at 6%.
Harte Brownlee & Associates Inc. 401K Profit Sharing Plan-4$292,405$81,243$20,311iApproximate average salary by contribution assumption: employee only about $507,769 at 4% or $338,513 at 6%; with 50% employer match about $338,513 at 4% or $225,675 at 6%; with 100% employer match about $253,884 at 4% or $169,256 at 6%.
200213$0$0-
Harte Brownlee & Associates Inc. 401K Profit Sharing Plan-3---
200113$0$0-
Harte Brownlee & Associates Inc. 401K Profit Sharing Plan-3---
200014$0$0-
Harte Brownlee & Associates Inc. 401K Profit Sharing Plan-4---
199913$95,088$42,906$14,302iApproximate average salary by contribution assumption: employee only about $357,550 at 4% or $238,367 at 6%; with 50% employer match about $238,367 at 4% or $158,911 at 6%; with 100% employer match about $178,775 at 4% or $119,183 at 6%.
Harte Brownlee & Associates Inc. 401K Profit Sharing Plan-3$95,088$42,906$14,302iApproximate average salary by contribution assumption: employee only about $357,550 at 4% or $238,367 at 6%; with 50% employer match about $238,367 at 4% or $158,911 at 6%; with 100% employer match about $178,775 at 4% or $119,183 at 6%.