Civic Intelligence

Harvey & Company LLC

Plan context: Harvey & Company LLC 401(K) Plan

EIN 33-0795092 • Newport Beach, CA • 25 filings • 5 plans

5000 Birch StreetSuite 8500Newport Beach, CA 92660
Current Snapshot

Latest Year

2024

2024 Participants

109

2024 Assets

$21,104,064

2024 Contributions

$1,776,777

Historical Graphs

Total Assets Over Time

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

$21,104,064$10,552,032$0200020122024YearValue
$21,104,064Latest year 2024

Participants Over Time

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

109550200020122024YearValue
109Latest 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
20241109$21,104,064$1,776,777$16,301iApproximate average salary by contribution assumption: employee only about $407,518 at 4% or $271,678 at 6%; with 50% employer match about $271,678 at 4% or $181,119 at 6%; with 100% employer match about $203,759 at 4% or $135,839 at 6%.
Harvey & Company LLC 401(K) Plan-109$21,104,064$1,776,777$16,301iApproximate average salary by contribution assumption: employee only about $407,518 at 4% or $271,678 at 6%; with 50% employer match about $271,678 at 4% or $181,119 at 6%; with 100% employer match about $203,759 at 4% or $135,839 at 6%.
20231107$16,620,900$1,750,983$16,364iApproximate average salary by contribution assumption: employee only about $409,108 at 4% or $272,739 at 6%; with 50% employer match about $272,739 at 4% or $181,826 at 6%; with 100% employer match about $204,554 at 4% or $136,369 at 6%.
Harvey & Company LLC 401(K) Plan-107$16,620,900$1,750,983$16,364iApproximate average salary by contribution assumption: employee only about $409,108 at 4% or $272,739 at 6%; with 50% employer match about $272,739 at 4% or $181,826 at 6%; with 100% employer match about $204,554 at 4% or $136,369 at 6%.
2022189$12,384,288$1,595,246$17,924iApproximate average salary by contribution assumption: employee only about $448,103 at 4% or $298,735 at 6%; with 50% employer match about $298,735 at 4% or $199,157 at 6%; with 100% employer match about $224,051 at 4% or $149,368 at 6%.
Harvey & Company LLC 401(K) Plan-89$12,384,288$1,595,246$17,924iApproximate average salary by contribution assumption: employee only about $448,103 at 4% or $298,735 at 6%; with 50% employer match about $298,735 at 4% or $199,157 at 6%; with 100% employer match about $224,051 at 4% or $149,368 at 6%.
2021170$14,045,063$1,446,236$20,661iApproximate average salary by contribution assumption: employee only about $516,513 at 4% or $344,342 at 6%; with 50% employer match about $344,342 at 4% or $229,561 at 6%; with 100% employer match about $258,256 at 4% or $172,171 at 6%.
Harvey & Company LLC 401(K) Plan-70$14,045,063$1,446,236$20,661iApproximate average salary by contribution assumption: employee only about $516,513 at 4% or $344,342 at 6%; with 50% employer match about $344,342 at 4% or $229,561 at 6%; with 100% employer match about $258,256 at 4% or $172,171 at 6%.
2020158$10,812,614$918,351$15,834iApproximate average salary by contribution assumption: employee only about $395,841 at 4% or $263,894 at 6%; with 50% employer match about $263,894 at 4% or $175,929 at 6%; with 100% employer match about $197,920 at 4% or $131,947 at 6%.
Harvey & Company LLC 401(K) Plan-58$10,812,614$918,351$15,834iApproximate average salary by contribution assumption: employee only about $395,841 at 4% or $263,894 at 6%; with 50% employer match about $263,894 at 4% or $175,929 at 6%; with 100% employer match about $197,920 at 4% or $131,947 at 6%.
2019143$8,406,998$684,654$15,922iApproximate average salary by contribution assumption: employee only about $398,055 at 4% or $265,370 at 6%; with 50% employer match about $265,370 at 4% or $176,913 at 6%; with 100% employer match about $199,027 at 4% or $132,685 at 6%.
Harvey & Company LLC 401(K) Plan-43$8,406,998$684,654$15,922iApproximate average salary by contribution assumption: employee only about $398,055 at 4% or $265,370 at 6%; with 50% employer match about $265,370 at 4% or $176,913 at 6%; with 100% employer match about $199,027 at 4% or $132,685 at 6%.
2018140$6,243,214$607,555$15,189iApproximate average salary by contribution assumption: employee only about $379,722 at 4% or $253,148 at 6%; with 50% employer match about $253,148 at 4% or $168,765 at 6%; with 100% employer match about $189,861 at 4% or $126,574 at 6%.
Harvey & Company LLC 401(K) Plan-40$6,243,214$607,555$15,189iApproximate average salary by contribution assumption: employee only about $379,722 at 4% or $253,148 at 6%; with 50% employer match about $253,148 at 4% or $168,765 at 6%; with 100% employer match about $189,861 at 4% or $126,574 at 6%.
2017148$6,175,809$500,148$10,420iApproximate average salary by contribution assumption: employee only about $260,494 at 4% or $173,663 at 6%; with 50% employer match about $173,663 at 4% or $115,775 at 6%; with 100% employer match about $130,247 at 4% or $86,831 at 6%.
Harvey & Company LLC 401(K) Plan-48$6,175,809$500,148$10,420iApproximate average salary by contribution assumption: employee only about $260,494 at 4% or $173,663 at 6%; with 50% employer match about $173,663 at 4% or $115,775 at 6%; with 100% employer match about $130,247 at 4% or $86,831 at 6%.
2016156$5,081,908$444,631$7,940iApproximate average salary by contribution assumption: employee only about $198,496 at 4% or $132,331 at 6%; with 50% employer match about $132,331 at 4% or $88,220 at 6%; with 100% employer match about $99,248 at 4% or $66,165 at 6%.
Harvey & Company LLC 401(K) Plan-56$5,081,908$444,631$7,940iApproximate average salary by contribution assumption: employee only about $198,496 at 4% or $132,331 at 6%; with 50% employer match about $132,331 at 4% or $88,220 at 6%; with 100% employer match about $99,248 at 4% or $66,165 at 6%.
2015154$4,436,154$472,532$8,751iApproximate average salary by contribution assumption: employee only about $218,765 at 4% or $145,843 at 6%; with 50% employer match about $145,843 at 4% or $97,229 at 6%; with 100% employer match about $109,382 at 4% or $72,922 at 6%.
Harvey & Company LLC 401(K) Plan-54$4,436,154$472,532$8,751iApproximate average salary by contribution assumption: employee only about $218,765 at 4% or $145,843 at 6%; with 50% employer match about $145,843 at 4% or $97,229 at 6%; with 100% employer match about $109,382 at 4% or $72,922 at 6%.
2014137$3,939,477$459,965$12,431iApproximate average salary by contribution assumption: employee only about $310,787 at 4% or $207,191 at 6%; with 50% employer match about $207,191 at 4% or $138,128 at 6%; with 100% employer match about $155,394 at 4% or $103,596 at 6%.
Harvey & Company LLC 401(K) Plan-37$3,939,477$459,965$12,431iApproximate average salary by contribution assumption: employee only about $310,787 at 4% or $207,191 at 6%; with 50% employer match about $207,191 at 4% or $138,128 at 6%; with 100% employer match about $155,394 at 4% or $103,596 at 6%.
2013132$3,282,436$350,556$10,955iApproximate average salary by contribution assumption: employee only about $273,872 at 4% or $182,581 at 6%; with 50% employer match about $182,581 at 4% or $121,721 at 6%; with 100% employer match about $136,936 at 4% or $91,291 at 6%.
Harvey & Company LLC 401(K) Plan-32$3,282,436$350,556$10,955iApproximate average salary by contribution assumption: employee only about $273,872 at 4% or $182,581 at 6%; with 50% employer match about $182,581 at 4% or $121,721 at 6%; with 100% employer match about $136,936 at 4% or $91,291 at 6%.
2012119$2,403,500$279,011$14,685iApproximate average salary by contribution assumption: employee only about $367,120 at 4% or $244,746 at 6%; with 50% employer match about $244,746 at 4% or $163,164 at 6%; with 100% employer match about $183,560 at 4% or $122,373 at 6%.
Harvey & Company LLC 401(K) Plan-19$2,403,500$279,011$14,685iApproximate average salary by contribution assumption: employee only about $367,120 at 4% or $244,746 at 6%; with 50% employer match about $244,746 at 4% or $163,164 at 6%; with 100% employer match about $183,560 at 4% or $122,373 at 6%.
2011120$1,840,307$303,751$15,188iApproximate average salary by contribution assumption: employee only about $379,689 at 4% or $253,126 at 6%; with 50% employer match about $253,126 at 4% or $168,751 at 6%; with 100% employer match about $189,844 at 4% or $126,563 at 6%.
Harvey & Company LLC 401(K) Plan-20$1,840,307$303,751$15,188iApproximate average salary by contribution assumption: employee only about $379,689 at 4% or $253,126 at 6%; with 50% employer match about $253,126 at 4% or $168,751 at 6%; with 100% employer match about $189,844 at 4% or $126,563 at 6%.
2010117$1,607,587$251,951$14,821iApproximate average salary by contribution assumption: employee only about $370,516 at 4% or $247,011 at 6%; with 50% employer match about $247,011 at 4% or $164,674 at 6%; with 100% employer match about $185,258 at 4% or $123,505 at 6%.
Harvey & Company LLC 401(K) Plan-17$1,607,587$251,951$14,821iApproximate average salary by contribution assumption: employee only about $370,516 at 4% or $247,011 at 6%; with 50% employer match about $247,011 at 4% or $164,674 at 6%; with 100% employer match about $185,258 at 4% or $123,505 at 6%.
2009113$1,212,211$81,221$6,248iApproximate average salary by contribution assumption: employee only about $156,194 at 4% or $104,129 at 6%; with 50% employer match about $104,129 at 4% or $69,420 at 6%; with 100% employer match about $78,097 at 4% or $52,065 at 6%.
Harvey & Company LLC 401(K) Plan-13$1,212,211$81,221$6,248iApproximate average salary by contribution assumption: employee only about $156,194 at 4% or $104,129 at 6%; with 50% employer match about $104,129 at 4% or $69,420 at 6%; with 100% employer match about $78,097 at 4% or $52,065 at 6%.
2008113$903,713$230,873$17,759iApproximate average salary by contribution assumption: employee only about $443,987 at 4% or $295,991 at 6%; with 50% employer match about $295,991 at 4% or $197,327 at 6%; with 100% employer match about $221,993 at 4% or $147,996 at 6%.
Harvey & Company LLC 401(K) Plan-13$903,713$230,873$17,759iApproximate average salary by contribution assumption: employee only about $443,987 at 4% or $295,991 at 6%; with 50% employer match about $295,991 at 4% or $197,327 at 6%; with 100% employer match about $221,993 at 4% or $147,996 at 6%.
2007113$1,129,692$242,696$18,669iApproximate average salary by contribution assumption: employee only about $466,723 at 4% or $311,149 at 6%; with 50% employer match about $311,149 at 4% or $207,432 at 6%; with 100% employer match about $233,362 at 4% or $155,574 at 6%.
Harvey & Company LLC 401(K) Plan-13$1,129,692$242,696$18,669iApproximate average salary by contribution assumption: employee only about $466,723 at 4% or $311,149 at 6%; with 50% employer match about $311,149 at 4% or $207,432 at 6%; with 100% employer match about $233,362 at 4% or $155,574 at 6%.
2006116$834,979$288,268$18,017iApproximate average salary by contribution assumption: employee only about $450,419 at 4% or $300,279 at 6%; with 50% employer match about $300,279 at 4% or $200,186 at 6%; with 100% employer match about $225,209 at 4% or $150,140 at 6%.
Harvey & Company LLC 401(K) Plan-16$834,979$288,268$18,017iApproximate average salary by contribution assumption: employee only about $450,419 at 4% or $300,279 at 6%; with 50% employer match about $300,279 at 4% or $200,186 at 6%; with 100% employer match about $225,209 at 4% or $150,140 at 6%.
2005114$489,671$271,438$19,388iApproximate average salary by contribution assumption: employee only about $484,711 at 4% or $323,140 at 6%; with 50% employer match about $323,140 at 4% or $215,427 at 6%; with 100% employer match about $242,355 at 4% or $161,570 at 6%.
Harvey & Company LLC 401(K) Plan-14$489,671$271,438$19,388iApproximate average salary by contribution assumption: employee only about $484,711 at 4% or $323,140 at 6%; with 50% employer match about $323,140 at 4% or $215,427 at 6%; with 100% employer match about $242,355 at 4% or $161,570 at 6%.
2004112$204,800$73,389$6,116iApproximate average salary by contribution assumption: employee only about $152,894 at 4% or $101,929 at 6%; with 50% employer match about $101,929 at 4% or $67,953 at 6%; with 100% employer match about $76,447 at 4% or $50,965 at 6%.
Harvey & Company LLC 401(K) Plan-12$204,800$73,389$6,116iApproximate average salary by contribution assumption: employee only about $152,894 at 4% or $101,929 at 6%; with 50% employer match about $101,929 at 4% or $67,953 at 6%; with 100% employer match about $76,447 at 4% or $50,965 at 6%.
200318$121,205$40,264$5,033iApproximate average salary by contribution assumption: employee only about $125,825 at 4% or $83,883 at 6%; with 50% employer match about $83,883 at 4% or $55,922 at 6%; with 100% employer match about $62,913 at 4% or $41,942 at 6%.
Harvey & Company LLC 401(K) Plan-8$121,205$40,264$5,033iApproximate average salary by contribution assumption: employee only about $125,825 at 4% or $83,883 at 6%; with 50% employer match about $83,883 at 4% or $55,922 at 6%; with 100% employer match about $62,913 at 4% or $41,942 at 6%.
2002110$60,099$24,467$2,447iApproximate average salary by contribution assumption: employee only about $61,167 at 4% or $40,778 at 6%; with 50% employer match about $40,778 at 4% or $27,186 at 6%; with 100% employer match about $30,584 at 4% or $20,389 at 6%.
Harvey & Company LLC 401(K) Plan-10$60,099$24,467$2,447iApproximate average salary by contribution assumption: employee only about $61,167 at 4% or $40,778 at 6%; with 50% employer match about $40,778 at 4% or $27,186 at 6%; with 100% employer match about $30,584 at 4% or $20,389 at 6%.
2001116$59,373$39,766$2,485iApproximate average salary by contribution assumption: employee only about $62,134 at 4% or $41,423 at 6%; with 50% employer match about $41,423 at 4% or $27,615 at 6%; with 100% employer match about $31,067 at 4% or $20,711 at 6%.
Harvey & Company LLC 401(K) Plan-16$59,373$39,766$2,485iApproximate average salary by contribution assumption: employee only about $62,134 at 4% or $41,423 at 6%; with 50% employer match about $41,423 at 4% or $27,615 at 6%; with 100% employer match about $31,067 at 4% or $20,711 at 6%.
2000125$57,157$66,478$2,659iApproximate average salary by contribution assumption: employee only about $66,478 at 4% or $44,319 at 6%; with 50% employer match about $44,319 at 4% or $29,546 at 6%; with 100% employer match about $33,239 at 4% or $22,159 at 6%.
Harvey & Company LLC 401(K) Plan-25$57,157$66,478$2,659iApproximate average salary by contribution assumption: employee only about $66,478 at 4% or $44,319 at 6%; with 50% employer match about $44,319 at 4% or $29,546 at 6%; with 100% employer match about $33,239 at 4% or $22,159 at 6%.