Harbor Wealth Advisors LLC
Plan context: Harbor Wealth Advisors LLC 401(K) Profit Sharing Plan
EIN 45-2313974 • Atlanta, GA • 5 filings • 1 plans
Current Snapshot
Latest Year
2015
2015 Participants
2
2015 Assets
$248,637
2015 Contributions
$18,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $18,000 | - |
| Harbor Wealth Advisors LLC 401(K) Profit Sharing Plan | - | 0 | $0 | $18,000 | - |
| 2014 | 1 | 2 | $248,637 | $17,000 | $8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%. |
| Harbor Wealth Advisors LLC 401(K) Profit Sharing Plan | - | 2 | $248,637 | $17,000 | $8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%. |
| 2013 | 1 | 2 | $217,527 | $2,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| Harbor Wealth Advisors LLC 401(K) Profit Sharing Plan | - | 2 | $217,527 | $2,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| 2012 | 1 | 2 | $205,224 | $16,744 | $8,372iApproximate average salary by contribution assumption: employee only about $209,300 at 4% or $139,533 at 6%; with 50% employer match about $139,533 at 4% or $93,022 at 6%; with 100% employer match about $104,650 at 4% or $69,767 at 6%. |
| Harbor Wealth Advisors LLC 401(K) Profit Sharing Plan | - | 2 | $205,224 | $16,744 | $8,372iApproximate average salary by contribution assumption: employee only about $209,300 at 4% or $139,533 at 6%; with 50% employer match about $139,533 at 4% or $93,022 at 6%; with 100% employer match about $104,650 at 4% or $69,767 at 6%. |
| 2011 | 1 | 2 | $174,858 | $174,704 | $87,352iApproximate average salary by contribution assumption: employee only about $2,183,800 at 4% or $1,455,867 at 6%; with 50% employer match about $1,455,867 at 4% or $970,578 at 6%; with 100% employer match about $1,091,900 at 4% or $727,933 at 6%. |
| Harbor Wealth Advisors LLC 401(K) Profit Sharing Plan | - | 2 | $174,858 | $174,704 | $87,352iApproximate average salary by contribution assumption: employee only about $2,183,800 at 4% or $1,455,867 at 6%; with 50% employer match about $1,455,867 at 4% or $970,578 at 6%; with 100% employer match about $1,091,900 at 4% or $727,933 at 6%. |