Civic Intelligence

Harrell and Company Advisors L

Plan context: Harrell & Company Advisors LLC 401K Profit Sharing Plan & Trust

EIN 33-0921139 • Tustin, CA • 21 filings • 4 plans

13891 Newport Ave Ste 145Tustin, CA 92780-7838
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$997,840

2024 Contributions

$39,400

Historical Graphs

Total Assets Over Time

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

$1,050,014$525,007$0200420142024YearValue
$997,840Latest year 2024

Participants Over Time

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

320200420142024YearValue
1Latest 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
202411$997,840$39,400$39,400iApproximate average salary by contribution assumption: employee only about $985,000 at 4% or $656,667 at 6%; with 50% employer match about $656,667 at 4% or $437,778 at 6%; with 100% employer match about $492,500 at 4% or $328,333 at 6%.
Harrell & Company Advisors LLC 401K Profit Sharing Plan & Trust-1$997,840$39,400$39,400iApproximate average salary by contribution assumption: employee only about $985,000 at 4% or $656,667 at 6%; with 50% employer match about $656,667 at 4% or $437,778 at 6%; with 100% employer match about $492,500 at 4% or $328,333 at 6%.
202311$889,270$35,200$35,200iApproximate average salary by contribution assumption: employee only about $880,000 at 4% or $586,667 at 6%; with 50% employer match about $586,667 at 4% or $391,111 at 6%; with 100% employer match about $440,000 at 4% or $293,333 at 6%.
Harrell & Company Advisors LLC 401K Profit Sharing Plan & Trust-1$889,270$35,200$35,200iApproximate average salary by contribution assumption: employee only about $880,000 at 4% or $586,667 at 6%; with 50% employer match about $586,667 at 4% or $391,111 at 6%; with 100% employer match about $440,000 at 4% or $293,333 at 6%.
202211$773,850$0-
Harrell & Company Advisors LLC 401K Profit Sharing Plan & Trust-1$773,850$0-
202111$852,195$44,416$44,416iApproximate average salary by contribution assumption: employee only about $1,110,400 at 4% or $740,267 at 6%; with 50% employer match about $740,267 at 4% or $493,511 at 6%; with 100% employer match about $555,200 at 4% or $370,133 at 6%.
Harrell & Company Advisors LLC 401K Profit Sharing Plan & Trust-1$852,195$44,416$44,416iApproximate average salary by contribution assumption: employee only about $1,110,400 at 4% or $740,267 at 6%; with 50% employer match about $740,267 at 4% or $493,511 at 6%; with 100% employer match about $555,200 at 4% or $370,133 at 6%.
202012$1,050,014$83,649$41,825iApproximate average salary by contribution assumption: employee only about $1,045,613 at 4% or $697,075 at 6%; with 50% employer match about $697,075 at 4% or $464,717 at 6%; with 100% employer match about $522,806 at 4% or $348,538 at 6%.
Harrell & Company Advisors LLC 401K Profit Sharing Plan & Trust-2$1,050,014$83,649$41,825iApproximate average salary by contribution assumption: employee only about $1,045,613 at 4% or $697,075 at 6%; with 50% employer match about $697,075 at 4% or $464,717 at 6%; with 100% employer match about $522,806 at 4% or $348,538 at 6%.
201912$870,351$32,495$16,248iApproximate average salary by contribution assumption: employee only about $406,188 at 4% or $270,792 at 6%; with 50% employer match about $270,792 at 4% or $180,528 at 6%; with 100% employer match about $203,094 at 4% or $135,396 at 6%.
Harrell & Company Advisors LLC 401K Profit Sharing Plan & Trust-2$870,351$32,495$16,248iApproximate average salary by contribution assumption: employee only about $406,188 at 4% or $270,792 at 6%; with 50% employer match about $270,792 at 4% or $180,528 at 6%; with 100% employer match about $203,094 at 4% or $135,396 at 6%.
201812$692,834$35,273$17,637iApproximate average salary by contribution assumption: employee only about $440,913 at 4% or $293,942 at 6%; with 50% employer match about $293,942 at 4% or $195,961 at 6%; with 100% employer match about $220,456 at 4% or $146,971 at 6%.
Harrell & Company Advisors LLC 401K Profit Sharing Plan & Trust-2$692,834$35,273$17,637iApproximate average salary by contribution assumption: employee only about $440,913 at 4% or $293,942 at 6%; with 50% employer match about $293,942 at 4% or $195,961 at 6%; with 100% employer match about $220,456 at 4% or $146,971 at 6%.
201712$704,790$34,954$17,477iApproximate average salary by contribution assumption: employee only about $436,925 at 4% or $291,283 at 6%; with 50% employer match about $291,283 at 4% or $194,189 at 6%; with 100% employer match about $218,463 at 4% or $145,642 at 6%.
Harrell & Company Advisors LLC 401K Profit Sharing Plan & Trust-2$704,790$34,954$17,477iApproximate average salary by contribution assumption: employee only about $436,925 at 4% or $291,283 at 6%; with 50% employer match about $291,283 at 4% or $194,189 at 6%; with 100% employer match about $218,463 at 4% or $145,642 at 6%.
201612$596,243$39,145$19,573iApproximate average salary by contribution assumption: employee only about $489,313 at 4% or $326,208 at 6%; with 50% employer match about $326,208 at 4% or $217,472 at 6%; with 100% employer match about $244,656 at 4% or $163,104 at 6%.
Harrell & Company Advisors LLC 401K Profit Sharing Plan & Trust-2$596,243$39,145$19,573iApproximate average salary by contribution assumption: employee only about $489,313 at 4% or $326,208 at 6%; with 50% employer match about $326,208 at 4% or $217,472 at 6%; with 100% employer match about $244,656 at 4% or $163,104 at 6%.
201512$518,807$45,264$22,632iApproximate average salary by contribution assumption: employee only about $565,800 at 4% or $377,200 at 6%; with 50% employer match about $377,200 at 4% or $251,467 at 6%; with 100% employer match about $282,900 at 4% or $188,600 at 6%.
Harrell & Company Advisors LLC 401K Profit Sharing Plan & Trust-2$518,807$45,264$22,632iApproximate average salary by contribution assumption: employee only about $565,800 at 4% or $377,200 at 6%; with 50% employer match about $377,200 at 4% or $251,467 at 6%; with 100% employer match about $282,900 at 4% or $188,600 at 6%.
201412$477,279$43,042$21,521iApproximate average salary by contribution assumption: employee only about $538,025 at 4% or $358,683 at 6%; with 50% employer match about $358,683 at 4% or $239,122 at 6%; with 100% employer match about $269,013 at 4% or $179,342 at 6%.
Harrell & Company Advisors LLC 401K Profit Sharing Plan & Trust-2$477,279$43,042$21,521iApproximate average salary by contribution assumption: employee only about $538,025 at 4% or $358,683 at 6%; with 50% employer match about $358,683 at 4% or $239,122 at 6%; with 100% employer match about $269,013 at 4% or $179,342 at 6%.
201312$415,478$42,381$21,191iApproximate average salary by contribution assumption: employee only about $529,763 at 4% or $353,175 at 6%; with 50% employer match about $353,175 at 4% or $235,450 at 6%; with 100% employer match about $264,881 at 4% or $176,588 at 6%.
Harrell & Company Advisors LLC 401K Profit Sharing Plan & Trust-2$415,478$42,381$21,191iApproximate average salary by contribution assumption: employee only about $529,763 at 4% or $353,175 at 6%; with 50% employer match about $353,175 at 4% or $235,450 at 6%; with 100% employer match about $264,881 at 4% or $176,588 at 6%.
201212$340,294$41,569$20,785iApproximate average salary by contribution assumption: employee only about $519,613 at 4% or $346,408 at 6%; with 50% employer match about $346,408 at 4% or $230,939 at 6%; with 100% employer match about $259,806 at 4% or $173,204 at 6%.
Harrell & Company Advisors LLC 401K Profit Sharing Plan & Trust-2$340,294$41,569$20,785iApproximate average salary by contribution assumption: employee only about $519,613 at 4% or $346,408 at 6%; with 50% employer match about $346,408 at 4% or $230,939 at 6%; with 100% employer match about $259,806 at 4% or $173,204 at 6%.
201112$284,902$35,176$17,588iApproximate average salary by contribution assumption: employee only about $439,700 at 4% or $293,133 at 6%; with 50% employer match about $293,133 at 4% or $195,422 at 6%; with 100% employer match about $219,850 at 4% or $146,567 at 6%.
Harrell & Company Advisors LLC 401K Profit Sharing Plan & Trust-2$284,902$35,176$17,588iApproximate average salary by contribution assumption: employee only about $439,700 at 4% or $293,133 at 6%; with 50% employer match about $293,133 at 4% or $195,422 at 6%; with 100% employer match about $219,850 at 4% or $146,567 at 6%.
201012$248,447$34,686$17,343iApproximate average salary by contribution assumption: employee only about $433,575 at 4% or $289,050 at 6%; with 50% employer match about $289,050 at 4% or $192,700 at 6%; with 100% employer match about $216,788 at 4% or $144,525 at 6%.
Harrell & Company Advisors LLC 401K Profit Sharing Plan & Trust-2$248,447$34,686$17,343iApproximate average salary by contribution assumption: employee only about $433,575 at 4% or $289,050 at 6%; with 50% employer match about $289,050 at 4% or $192,700 at 6%; with 100% employer match about $216,788 at 4% or $144,525 at 6%.
200912$206,983$34,574$17,287iApproximate average salary by contribution assumption: employee only about $432,175 at 4% or $288,117 at 6%; with 50% employer match about $288,117 at 4% or $192,078 at 6%; with 100% employer match about $216,088 at 4% or $144,058 at 6%.
Harrell & Company Advisors LLC 401K Profit Sharing Plan & Trust-2$206,983$34,574$17,287iApproximate average salary by contribution assumption: employee only about $432,175 at 4% or $288,117 at 6%; with 50% employer match about $288,117 at 4% or $192,078 at 6%; with 100% employer match about $216,088 at 4% or $144,058 at 6%.
200812$172,418$30,273$15,137iApproximate average salary by contribution assumption: employee only about $378,413 at 4% or $252,275 at 6%; with 50% employer match about $252,275 at 4% or $168,183 at 6%; with 100% employer match about $189,206 at 4% or $126,138 at 6%.
Harrell & Company Advisors LLC 401K Profit Sharing Plan & Trust-2$172,418$30,273$15,137iApproximate average salary by contribution assumption: employee only about $378,413 at 4% or $252,275 at 6%; with 50% employer match about $252,275 at 4% or $168,183 at 6%; with 100% employer match about $189,206 at 4% or $126,138 at 6%.
200712$165,478$28,266$14,133iApproximate average salary by contribution assumption: employee only about $353,325 at 4% or $235,550 at 6%; with 50% employer match about $235,550 at 4% or $157,033 at 6%; with 100% employer match about $176,663 at 4% or $117,775 at 6%.
Harrell & Company Advisors LLC 401K Profit Sharing Plan & Trust-2$165,478$28,266$14,133iApproximate average salary by contribution assumption: employee only about $353,325 at 4% or $235,550 at 6%; with 50% employer match about $235,550 at 4% or $157,033 at 6%; with 100% employer match about $176,663 at 4% or $117,775 at 6%.
200613$129,863$35,077$11,692iApproximate average salary by contribution assumption: employee only about $292,308 at 4% or $194,872 at 6%; with 50% employer match about $194,872 at 4% or $129,915 at 6%; with 100% employer match about $146,154 at 4% or $97,436 at 6%.
Harrell & Company Advisors LLC 401K Profit Sharing Plan & Trust-3$129,863$35,077$11,692iApproximate average salary by contribution assumption: employee only about $292,308 at 4% or $194,872 at 6%; with 50% employer match about $194,872 at 4% or $129,915 at 6%; with 100% employer match about $146,154 at 4% or $97,436 at 6%.
200513$87,182$29,998$9,999iApproximate average salary by contribution assumption: employee only about $249,983 at 4% or $166,656 at 6%; with 50% employer match about $166,656 at 4% or $111,104 at 6%; with 100% employer match about $124,992 at 4% or $83,328 at 6%.
Harrell & Company Advisors LLC 401K Profit Sharing Plan & Trust-3$87,182$29,998$9,999iApproximate average salary by contribution assumption: employee only about $249,983 at 4% or $166,656 at 6%; with 50% employer match about $166,656 at 4% or $111,104 at 6%; with 100% employer match about $124,992 at 4% or $83,328 at 6%.
200412$55,175$54,728$27,364iApproximate average salary by contribution assumption: employee only about $684,100 at 4% or $456,067 at 6%; with 50% employer match about $456,067 at 4% or $304,044 at 6%; with 100% employer match about $342,050 at 4% or $228,033 at 6%.
Harrell & Company Advisors LLC 401K Profit Sharing Plan & Trust-2$55,175$54,728$27,364iApproximate average salary by contribution assumption: employee only about $684,100 at 4% or $456,067 at 6%; with 50% employer match about $456,067 at 4% or $304,044 at 6%; with 100% employer match about $342,050 at 4% or $228,033 at 6%.