Civic Intelligence

Harris & Nelson LLC

Plan context: Harris, Nelson & Davis LLC 401(K) Profit Sharing Plan

EIN 45-0526838 • Wauwatosa, WY • 7 filings • 6 plans

2675 N Mayfair RoadSuite 610Wauwatosa, WY 53226
Current Snapshot

Latest Year

2010

2010 Participants

2

2010 Assets

$566

2010 Contributions

$349

Historical Graphs

Total Assets Over Time

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

$160,018$80,009$0200320052009YearValue
$566Latest year 2009

Participants Over Time

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

530200320052009YearValue
2Latest year 2009

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
201010$0$0-
Harris, Nelson & Davis LLC 401(K) Profit Sharing Plan-0---
200922$566$0-
Harris, Nelson & Davis LLC 401(K) Profit Sharing Plan-2$286--
Harris, Nelson & Davis LLC 401(K) Profit Sharing Plan-1$280--
200614$785$349$87iApproximate average salary by contribution assumption: employee only about $2,181 at 4% or $1,454 at 6%; with 50% employer match about $1,454 at 4% or $969 at 6%; with 100% employer match about $1,091 at 4% or $727 at 6%.
Harris, Nelson & Davis LLC 401(K) Profit Sharing Plan-4$785$349$87iApproximate average salary by contribution assumption: employee only about $2,181 at 4% or $1,454 at 6%; with 50% employer match about $1,454 at 4% or $969 at 6%; with 100% employer match about $1,091 at 4% or $727 at 6%.
200515$160,018$38,820$7,764iApproximate average salary by contribution assumption: employee only about $194,100 at 4% or $129,400 at 6%; with 50% employer match about $129,400 at 4% or $86,267 at 6%; with 100% employer match about $97,050 at 4% or $64,700 at 6%.
Harris, Nelson & Davis LLC 401(K) Profit Sharing Plan-5$160,018$38,820$7,764iApproximate average salary by contribution assumption: employee only about $194,100 at 4% or $129,400 at 6%; with 50% employer match about $129,400 at 4% or $86,267 at 6%; with 100% employer match about $97,050 at 4% or $64,700 at 6%.
200415$137,740$26,466$5,293iApproximate average salary by contribution assumption: employee only about $132,330 at 4% or $88,220 at 6%; with 50% employer match about $88,220 at 4% or $58,813 at 6%; with 100% employer match about $66,165 at 4% or $44,110 at 6%.
Harris, Nelson & Davis LLC 401(K) Profit Sharing Plan-5$137,740$26,466$5,293iApproximate average salary by contribution assumption: employee only about $132,330 at 4% or $88,220 at 6%; with 50% employer match about $88,220 at 4% or $58,813 at 6%; with 100% employer match about $66,165 at 4% or $44,110 at 6%.
200314$100,706$33,107$8,277iApproximate average salary by contribution assumption: employee only about $206,919 at 4% or $137,946 at 6%; with 50% employer match about $137,946 at 4% or $91,964 at 6%; with 100% employer match about $103,459 at 4% or $68,973 at 6%.
Harris, Nelson & Davis LLC 401(K) Profit Sharing Plan-4$100,706$33,107$8,277iApproximate average salary by contribution assumption: employee only about $206,919 at 4% or $137,946 at 6%; with 50% employer match about $137,946 at 4% or $91,964 at 6%; with 100% employer match about $103,459 at 4% or $68,973 at 6%.