Civic Intelligence

Harris & Sloan Management Inc

Plan context: Harris & Sloan 401(K) Profit Sharing Plan & Trust

EIN 45-2739243 • Sacramento, CA • 2 filings • 1 plans

2295 Gateway Oaks Dr., Ste 200Sacramento, CA 95833
Current Snapshot

Latest Year

2025

2025 Participants

87

2025 Assets

$11,715,872

2025 Contributions

$1,103,756

Historical Graphs

Total Assets Over Time

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

$11,715,872$5,857,936$020242025YearValue
$11,715,872Latest year 2025

Participants Over Time

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

8744020242025YearValue
87Latest year 2025

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
2025187$11,715,872$1,103,756$12,687iApproximate average salary by contribution assumption: employee only about $317,171 at 4% or $211,448 at 6%; with 50% employer match about $211,448 at 4% or $140,965 at 6%; with 100% employer match about $158,586 at 4% or $105,724 at 6%.
Harris & Sloan 401(K) Profit Sharing Plan & Trust-87$11,715,872$1,103,756$12,687iApproximate average salary by contribution assumption: employee only about $317,171 at 4% or $211,448 at 6%; with 50% employer match about $211,448 at 4% or $140,965 at 6%; with 100% employer match about $158,586 at 4% or $105,724 at 6%.
2024182$9,060,818$990,410$12,078iApproximate average salary by contribution assumption: employee only about $301,954 at 4% or $201,303 at 6%; with 50% employer match about $201,303 at 4% or $134,202 at 6%; with 100% employer match about $150,977 at 4% or $100,651 at 6%.
Harris & Sloan 401(K) Profit Sharing Plan & Trust-82$9,060,818$990,410$12,078iApproximate average salary by contribution assumption: employee only about $301,954 at 4% or $201,303 at 6%; with 50% employer match about $201,303 at 4% or $134,202 at 6%; with 100% employer match about $150,977 at 4% or $100,651 at 6%.