Civic Intelligence

Harbour Financial Resources Ltd.

Plan context: Harbour Financial Resources Ltd. 401(K) Profit Sharing Plan & Trust

EIN 36-3957484 • Skokie, IL • 25 filings • 3 plans

9933 Lawler, Suite 500Skokie, IL 60077
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,883,870

2024 Contributions

$107,882

Historical Graphs

Total Assets Over Time

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

$1,883,870$941,935$0200020132024YearValue
$1,883,870Latest year 2024

Participants Over Time

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

420200020122024YearValue
3Latest 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
202413$1,883,870$107,882$35,961iApproximate average salary by contribution assumption: employee only about $899,017 at 4% or $599,344 at 6%; with 50% employer match about $599,344 at 4% or $399,563 at 6%; with 100% employer match about $449,508 at 4% or $299,672 at 6%.
Harbour Financial Resources Ltd. 401(K) Profit Sharing Plan & Trust-3$1,883,870$107,882$35,961iApproximate average salary by contribution assumption: employee only about $899,017 at 4% or $599,344 at 6%; with 50% employer match about $599,344 at 4% or $399,563 at 6%; with 100% employer match about $449,508 at 4% or $299,672 at 6%.
202313$1,519,249$106,596$35,532iApproximate average salary by contribution assumption: employee only about $888,300 at 4% or $592,200 at 6%; with 50% employer match about $592,200 at 4% or $394,800 at 6%; with 100% employer match about $444,150 at 4% or $296,100 at 6%.
Harbour Financial Resources Ltd. 401(K) Profit Sharing Plan & Trust-3$1,519,249$106,596$35,532iApproximate average salary by contribution assumption: employee only about $888,300 at 4% or $592,200 at 6%; with 50% employer match about $592,200 at 4% or $394,800 at 6%; with 100% employer match about $444,150 at 4% or $296,100 at 6%.
202213$1,191,399$81,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
Harbour Financial Resources Ltd. 401(K) Profit Sharing Plan & Trust-3$1,191,399$81,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
202113$1,342,791$83,473$27,824iApproximate average salary by contribution assumption: employee only about $695,608 at 4% or $463,739 at 6%; with 50% employer match about $463,739 at 4% or $309,159 at 6%; with 100% employer match about $347,804 at 4% or $231,869 at 6%.
Harbour Financial Resources Ltd. 401(K) Profit Sharing Plan & Trust-3$1,342,791$83,473$27,824iApproximate average salary by contribution assumption: employee only about $695,608 at 4% or $463,739 at 6%; with 50% employer match about $463,739 at 4% or $309,159 at 6%; with 100% employer match about $347,804 at 4% or $231,869 at 6%.
202013$1,057,615$72,955$24,318iApproximate average salary by contribution assumption: employee only about $607,958 at 4% or $405,306 at 6%; with 50% employer match about $405,306 at 4% or $270,204 at 6%; with 100% employer match about $303,979 at 4% or $202,653 at 6%.
Harbour Financial Resources Ltd. 401(K) Profit Sharing Plan & Trust-3$1,057,615$72,955$24,318iApproximate average salary by contribution assumption: employee only about $607,958 at 4% or $405,306 at 6%; with 50% employer match about $405,306 at 4% or $270,204 at 6%; with 100% employer match about $303,979 at 4% or $202,653 at 6%.
201913$840,162$61,705$20,568iApproximate average salary by contribution assumption: employee only about $514,208 at 4% or $342,806 at 6%; with 50% employer match about $342,806 at 4% or $228,537 at 6%; with 100% employer match about $257,104 at 4% or $171,403 at 6%.
Harbour Financial Resources Ltd. 401(K) Profit Sharing Plan & Trust-3$840,162$61,705$20,568iApproximate average salary by contribution assumption: employee only about $514,208 at 4% or $342,806 at 6%; with 50% employer match about $342,806 at 4% or $228,537 at 6%; with 100% employer match about $257,104 at 4% or $171,403 at 6%.
201813$612,950$21,566$7,189iApproximate average salary by contribution assumption: employee only about $179,717 at 4% or $119,811 at 6%; with 50% employer match about $119,811 at 4% or $79,874 at 6%; with 100% employer match about $89,858 at 4% or $59,906 at 6%.
Harbour Financial Resources Ltd. 401(K) Profit Sharing Plan & Trust-3$612,950$21,566$7,189iApproximate average salary by contribution assumption: employee only about $179,717 at 4% or $119,811 at 6%; with 50% employer match about $119,811 at 4% or $79,874 at 6%; with 100% employer match about $89,858 at 4% or $59,906 at 6%.
201713$630,252$20,961$6,987iApproximate average salary by contribution assumption: employee only about $174,675 at 4% or $116,450 at 6%; with 50% employer match about $116,450 at 4% or $77,633 at 6%; with 100% employer match about $87,338 at 4% or $58,225 at 6%.
Harbour Financial Resources Ltd. 401(K) Profit Sharing Plan & Trust-3$630,252$20,961$6,987iApproximate average salary by contribution assumption: employee only about $174,675 at 4% or $116,450 at 6%; with 50% employer match about $116,450 at 4% or $77,633 at 6%; with 100% employer match about $87,338 at 4% or $58,225 at 6%.
201613$515,409$52,283$17,428iApproximate average salary by contribution assumption: employee only about $435,692 at 4% or $290,461 at 6%; with 50% employer match about $290,461 at 4% or $193,641 at 6%; with 100% employer match about $217,846 at 4% or $145,231 at 6%.
Harbour Financial Resources Ltd. 401(K) Profit Sharing Plan & Trust-3$515,409$52,283$17,428iApproximate average salary by contribution assumption: employee only about $435,692 at 4% or $290,461 at 6%; with 50% employer match about $290,461 at 4% or $193,641 at 6%; with 100% employer match about $217,846 at 4% or $145,231 at 6%.
201514$434,438$53,714$13,429iApproximate average salary by contribution assumption: employee only about $335,713 at 4% or $223,808 at 6%; with 50% employer match about $223,808 at 4% or $149,206 at 6%; with 100% employer match about $167,856 at 4% or $111,904 at 6%.
Harbour Financial Resources Ltd. 401(K) Profit Sharing Plan & Trust-4$434,438$53,714$13,429iApproximate average salary by contribution assumption: employee only about $335,713 at 4% or $223,808 at 6%; with 50% employer match about $223,808 at 4% or $149,206 at 6%; with 100% employer match about $167,856 at 4% or $111,904 at 6%.
201414$387,438$20,204$5,051iApproximate average salary by contribution assumption: employee only about $126,275 at 4% or $84,183 at 6%; with 50% employer match about $84,183 at 4% or $56,122 at 6%; with 100% employer match about $63,138 at 4% or $42,092 at 6%.
Harbour Financial Resources Ltd. 401(K) Profit Sharing Plan & Trust-4$387,438$20,204$5,051iApproximate average salary by contribution assumption: employee only about $126,275 at 4% or $84,183 at 6%; with 50% employer match about $84,183 at 4% or $56,122 at 6%; with 100% employer match about $63,138 at 4% or $42,092 at 6%.
201313$342,365$32,392$10,797iApproximate average salary by contribution assumption: employee only about $269,933 at 4% or $179,956 at 6%; with 50% employer match about $179,956 at 4% or $119,970 at 6%; with 100% employer match about $134,967 at 4% or $89,978 at 6%.
Harbour Financial Resources Ltd. 401(K) Profit Sharing Plan & Trust-3$342,365$32,392$10,797iApproximate average salary by contribution assumption: employee only about $269,933 at 4% or $179,956 at 6%; with 50% employer match about $179,956 at 4% or $119,970 at 6%; with 100% employer match about $134,967 at 4% or $89,978 at 6%.
201213$255,548$37,394$12,465iApproximate average salary by contribution assumption: employee only about $311,617 at 4% or $207,744 at 6%; with 50% employer match about $207,744 at 4% or $138,496 at 6%; with 100% employer match about $155,808 at 4% or $103,872 at 6%.
Harbour Financial Resources Ltd. 401(K) Profit Sharing Plan & Trust-3$255,548$37,394$12,465iApproximate average salary by contribution assumption: employee only about $311,617 at 4% or $207,744 at 6%; with 50% employer match about $207,744 at 4% or $138,496 at 6%; with 100% employer match about $155,808 at 4% or $103,872 at 6%.
201113$197,224$24,800$8,267iApproximate average salary by contribution assumption: employee only about $206,667 at 4% or $137,778 at 6%; with 50% employer match about $137,778 at 4% or $91,852 at 6%; with 100% employer match about $103,333 at 4% or $68,889 at 6%.
Harbour Financial Resources Ltd. 401(K) Profit Sharing Plan & Trust-3$197,224$24,800$8,267iApproximate average salary by contribution assumption: employee only about $206,667 at 4% or $137,778 at 6%; with 50% employer match about $137,778 at 4% or $91,852 at 6%; with 100% employer match about $103,333 at 4% or $68,889 at 6%.
201013$180,634$5,500$1,833iApproximate average salary by contribution assumption: employee only about $45,833 at 4% or $30,556 at 6%; with 50% employer match about $30,556 at 4% or $20,370 at 6%; with 100% employer match about $22,917 at 4% or $15,278 at 6%.
Harbour Financial Resources Ltd. 401(K) Profit Sharing Plan & Trust-3$180,634$5,500$1,833iApproximate average salary by contribution assumption: employee only about $45,833 at 4% or $30,556 at 6%; with 50% employer match about $30,556 at 4% or $20,370 at 6%; with 100% employer match about $22,917 at 4% or $15,278 at 6%.
200913$159,182$5,500$1,833iApproximate average salary by contribution assumption: employee only about $45,833 at 4% or $30,556 at 6%; with 50% employer match about $30,556 at 4% or $20,370 at 6%; with 100% employer match about $22,917 at 4% or $15,278 at 6%.
Harbour Financial Resources Ltd. 401(K) Profit Sharing Plan & Trust-3$159,182$5,500$1,833iApproximate average salary by contribution assumption: employee only about $45,833 at 4% or $30,556 at 6%; with 50% employer match about $30,556 at 4% or $20,370 at 6%; with 100% employer match about $22,917 at 4% or $15,278 at 6%.
200813$122,626$5,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
Harbour Financial Resources Ltd. 401(K) Profit Sharing Plan & Trust-3$122,626$5,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
200713$0$0-
Harbour Financial Resources Ltd. 401(K) Profit Sharing Plan & Trust-3---
200613$139,633$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Harbour Financial Resources Ltd. 401(K) Profit Sharing Plan & Trust-3$139,633$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
200513$101,068$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Harbour Financial Resources Ltd. 401(K) Profit Sharing Plan & Trust-3$101,068$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
200413$75,196$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Harbour Financial Resources Ltd. 401(K) Profit Sharing Plan & Trust-3$75,196$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
200312$49,744$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Harbour Financial Resources Ltd. 401(K) Profit Sharing Plan & Trust-2$49,744$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200212$36,303$24,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Harbour Financial Resources Ltd. 401(K) Profit Sharing Plan & Trust-2$36,303$24,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
200112$14,306$0-
Harbour Financial Resources Ltd. 401(K) Profit Sharing Plan & Trust-2$14,306--
200012$14,464$9,953$4,977iApproximate average salary by contribution assumption: employee only about $124,413 at 4% or $82,942 at 6%; with 50% employer match about $82,942 at 4% or $55,294 at 6%; with 100% employer match about $62,206 at 4% or $41,471 at 6%.
Harbour Financial Resources Ltd. 401(K) Profit Sharing Plan & Trust-2$14,464$9,953$4,977iApproximate average salary by contribution assumption: employee only about $124,413 at 4% or $82,942 at 6%; with 50% employer match about $82,942 at 4% or $55,294 at 6%; with 100% employer match about $62,206 at 4% or $41,471 at 6%.
Harbour Financial Resources Ltd. | EIN 36-3957484 | 2024 Form 5500 Company Profile