Civic Intelligence

HARRIS AND ASSOCIATES, P.C.

Plan context: Harris & Associates PC. 401(K) Profit Sharing Plan

EIN 38-1882127 • Orchard Lake, MI • 26 filings • 6 plans

4032 Harbor Vista DrOrchard Lake, MI 48323-1618
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$1,188,251

2019 Contributions

$20,000

Historical Graphs

Total Assets Over Time

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

$1,830,754$915,377$0199920112019YearValue
$1,188,251Latest year 2019

Participants Over Time

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

320199920102019YearValue
1Latest year 2019

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
201911$1,188,251$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Harris & Associates PC. 401(K) Profit Sharing Plan-1$1,188,251$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201812$1,199,511$0-
Harris & Associates PC. 401(K) Profit Sharing Plan-2$1,199,511--
201712$1,249,025$0-
Harris & Associates PC. 401(K) Profit Sharing Plan-2$1,249,025--
201612$1,294,816$0-
Harris & Associates PC. 401(K) Profit Sharing Plan-2$1,294,816--
201513$1,316,312$6,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
Harris & Associates PC. 401(K) Profit Sharing Plan-3$1,316,312$6,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
201413$1,324,614$3,382$1,127iApproximate average salary by contribution assumption: employee only about $28,183 at 4% or $18,789 at 6%; with 50% employer match about $18,789 at 4% or $12,526 at 6%; with 100% employer match about $14,092 at 4% or $9,394 at 6%.
Harris & Associates PC. 401(K) Profit Sharing Plan-3$1,324,614$3,382$1,127iApproximate average salary by contribution assumption: employee only about $28,183 at 4% or $18,789 at 6%; with 50% employer match about $18,789 at 4% or $12,526 at 6%; with 100% employer match about $14,092 at 4% or $9,394 at 6%.
201313$1,286,940$47,294$15,765iApproximate average salary by contribution assumption: employee only about $394,117 at 4% or $262,744 at 6%; with 50% employer match about $262,744 at 4% or $175,163 at 6%; with 100% employer match about $197,058 at 4% or $131,372 at 6%.
Harris & Associates PC. 401(K) Profit Sharing Plan-3$1,286,940$47,294$15,765iApproximate average salary by contribution assumption: employee only about $394,117 at 4% or $262,744 at 6%; with 50% employer match about $262,744 at 4% or $175,163 at 6%; with 100% employer match about $197,058 at 4% or $131,372 at 6%.
201213$1,168,913$47,428$15,809iApproximate average salary by contribution assumption: employee only about $395,233 at 4% or $263,489 at 6%; with 50% employer match about $263,489 at 4% or $175,659 at 6%; with 100% employer match about $197,617 at 4% or $131,744 at 6%.
Harris & Associates PC. 401(K) Profit Sharing Plan-3$1,168,913$47,428$15,809iApproximate average salary by contribution assumption: employee only about $395,233 at 4% or $263,489 at 6%; with 50% employer match about $263,489 at 4% or $175,659 at 6%; with 100% employer match about $197,617 at 4% or $131,744 at 6%.
201113$1,213,877$0-
Harris & Associates PC. 401(K) Profit Sharing Plan-3$1,213,877--
201013$1,660,699$44,000$14,667iApproximate average salary by contribution assumption: employee only about $366,667 at 4% or $244,444 at 6%; with 50% employer match about $244,444 at 4% or $162,963 at 6%; with 100% employer match about $183,333 at 4% or $122,222 at 6%.
Harris & Associates PC. 401(K) Profit Sharing Plan-3$1,660,699$44,000$14,667iApproximate average salary by contribution assumption: employee only about $366,667 at 4% or $244,444 at 6%; with 50% employer match about $244,444 at 4% or $162,963 at 6%; with 100% employer match about $183,333 at 4% or $122,222 at 6%.
200912$1,631,392$45,250$22,625iApproximate average salary by contribution assumption: employee only about $565,625 at 4% or $377,083 at 6%; with 50% employer match about $377,083 at 4% or $251,389 at 6%; with 100% employer match about $282,813 at 4% or $188,542 at 6%.
Harris & Associates PC. 401(K) Profit Sharing Plan-2$1,631,392$45,250$22,625iApproximate average salary by contribution assumption: employee only about $565,625 at 4% or $377,083 at 6%; with 50% employer match about $377,083 at 4% or $251,389 at 6%; with 100% employer match about $282,813 at 4% or $188,542 at 6%.
200822$0$0-
Harris & Associates PC. 401(K) Profit Sharing Plan-2---
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-0---
200723$0$0-
Harris & Associates PC. 401(K) Profit Sharing Plan-3---
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-2---
200623$1,830,754$0-
Harris & Associates PC. 401(K) Profit Sharing Plan-3$1,493,741--
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-2$337,013--
200523$1,704,810$0-
Harris & Associates PC. 401(K) Profit Sharing Plan-3$1,373,825--
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-2$330,985--
200423$1,683,991$46,393$15,464iApproximate average salary by contribution assumption: employee only about $386,608 at 4% or $257,739 at 6%; with 50% employer match about $257,739 at 4% or $171,826 at 6%; with 100% employer match about $193,304 at 4% or $128,869 at 6%.
Harris & Associates PC. 401(K) Profit Sharing Plan-3$1,361,042$46,393$15,464iApproximate average salary by contribution assumption: employee only about $386,608 at 4% or $257,739 at 6%; with 50% employer match about $257,739 at 4% or $171,826 at 6%; with 100% employer match about $193,304 at 4% or $128,869 at 6%.
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-2$322,949--
200323$1,533,294$44,141$14,714iApproximate average salary by contribution assumption: employee only about $367,842 at 4% or $245,228 at 6%; with 50% employer match about $245,228 at 4% or $163,485 at 6%; with 100% employer match about $183,921 at 4% or $122,614 at 6%.
Harris & Associates PC. 401(K) Profit Sharing Plan-3$1,216,278$44,141$14,714iApproximate average salary by contribution assumption: employee only about $367,842 at 4% or $245,228 at 6%; with 50% employer match about $245,228 at 4% or $163,485 at 6%; with 100% employer match about $183,921 at 4% or $122,614 at 6%.
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-2$317,016--
200212$308,763$0-
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-2$308,763--
200112$298,587$0-
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-2$298,587--
199912$272,762$0-
Prime Financial Multiple Employer Welfare Benefit Plan & Trust-2$272,762--