Civic Intelligence

Harvest Wealth Advisors LLC

Plan context: Harvest Wealth Advisors LLC 401(K) Plan

EIN 46-1682991 • Grand Rapids, MI • 17 filings • 3 plans

5075 Cascade Road, SESuite AGrand Rapids, MI 49546
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,640,080

2025 Contributions

$187,000

Historical Graphs

Total Assets Over Time

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

$5,101,110$2,550,555$0201720212025YearValue
$1,640,080Latest year 2025

Participants Over Time

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

530201720212025YearValue
5Latest 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
202515$1,640,080$187,000$37,400iApproximate average salary by contribution assumption: employee only about $935,000 at 4% or $623,333 at 6%; with 50% employer match about $623,333 at 4% or $415,556 at 6%; with 100% employer match about $467,500 at 4% or $311,667 at 6%.
Harvest Wealth Advisors LLC 401(K) Plan-5$1,640,080$187,000$37,400iApproximate average salary by contribution assumption: employee only about $935,000 at 4% or $623,333 at 6%; with 50% employer match about $623,333 at 4% or $415,556 at 6%; with 100% employer match about $467,500 at 4% or $311,667 at 6%.
202425$5,101,110$160,561$32,112iApproximate average salary by contribution assumption: employee only about $802,805 at 4% or $535,203 at 6%; with 50% employer match about $535,203 at 4% or $356,802 at 6%; with 100% employer match about $401,403 at 4% or $267,602 at 6%.
HARVEST WEALTH ADVISORS, LLC CASH BALANCE PLAN-5$3,884,018--
Harvest Wealth Advisors LLC 401(K) Plan-5$1,217,092$160,561$32,112iApproximate average salary by contribution assumption: employee only about $802,805 at 4% or $535,203 at 6%; with 50% employer match about $535,203 at 4% or $356,802 at 6%; with 100% employer match about $401,403 at 4% or $267,602 at 6%.
202325$4,453,658$486,999$97,400iApproximate average salary by contribution assumption: employee only about $2,434,995 at 4% or $1,623,330 at 6%; with 50% employer match about $1,623,330 at 4% or $1,082,220 at 6%; with 100% employer match about $1,217,498 at 4% or $811,665 at 6%.
HARVEST WEALTH ADVISORS, LLC CASH BALANCE PLAN-4$3,595,304$350,000$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.
Harvest Wealth Advisors LLC 401(K) Plan-5$858,354$136,999$27,400iApproximate average salary by contribution assumption: employee only about $684,995 at 4% or $456,663 at 6%; with 50% employer match about $456,663 at 4% or $304,442 at 6%; with 100% employer match about $342,498 at 4% or $228,332 at 6%.
202225$3,541,598$346,203$69,241iApproximate average salary by contribution assumption: employee only about $1,731,015 at 4% or $1,154,010 at 6%; with 50% employer match about $1,154,010 at 4% or $769,340 at 6%; with 100% employer match about $865,508 at 4% or $577,005 at 6%.
HARVEST WEALTH ADVISORS, LLC CASH BALANCE PLAN-4$2,982,188$245,288$61,322iApproximate average salary by contribution assumption: employee only about $1,533,050 at 4% or $1,022,033 at 6%; with 50% employer match about $1,022,033 at 4% or $681,356 at 6%; with 100% employer match about $766,525 at 4% or $511,017 at 6%.
Harvest Wealth Advisors LLC 401(K) Plan-5$559,410$100,915$20,183iApproximate average salary by contribution assumption: employee only about $504,575 at 4% or $336,383 at 6%; with 50% employer match about $336,383 at 4% or $224,256 at 6%; with 100% employer match about $252,288 at 4% or $168,192 at 6%.
202124$3,622,947$350,187$87,547iApproximate average salary by contribution assumption: employee only about $2,188,669 at 4% or $1,459,113 at 6%; with 50% employer match about $1,459,113 at 4% or $972,742 at 6%; with 100% employer match about $1,094,334 at 4% or $729,556 at 6%.
HARVEST WEALTH ADVISORS, LLC CASH BALANCE PLAN-3$3,003,455$232,157$77,386iApproximate average salary by contribution assumption: employee only about $1,934,642 at 4% or $1,289,761 at 6%; with 50% employer match about $1,289,761 at 4% or $859,841 at 6%; with 100% employer match about $967,321 at 4% or $644,881 at 6%.
Harvest Wealth Advisors LLC 401(K) Plan-4$619,492$118,030$29,508iApproximate average salary by contribution assumption: employee only about $737,688 at 4% or $491,792 at 6%; with 50% employer match about $491,792 at 4% or $327,861 at 6%; with 100% employer match about $368,844 at 4% or $245,896 at 6%.
202023$2,801,039$224,112$74,704iApproximate average salary by contribution assumption: employee only about $1,867,600 at 4% or $1,245,067 at 6%; with 50% employer match about $1,245,067 at 4% or $830,044 at 6%; with 100% employer match about $933,800 at 4% or $622,533 at 6%.
HARVEST WEALTH ADVISORS, LLC CASH BALANCE PLAN-3$2,384,019$141,000$47,000iApproximate average salary by contribution assumption: employee only about $1,175,000 at 4% or $783,333 at 6%; with 50% employer match about $783,333 at 4% or $522,222 at 6%; with 100% employer match about $587,500 at 4% or $391,667 at 6%.
Harvest Wealth Advisors LLC 401(K) Plan-3$417,020$83,112$27,704iApproximate average salary by contribution assumption: employee only about $692,600 at 4% or $461,733 at 6%; with 50% employer match about $461,733 at 4% or $307,822 at 6%; with 100% employer match about $346,300 at 4% or $230,867 at 6%.
201923$2,319,309$213,687$71,229iApproximate average salary by contribution assumption: employee only about $1,780,725 at 4% or $1,187,150 at 6%; with 50% employer match about $1,187,150 at 4% or $791,433 at 6%; with 100% employer match about $890,363 at 4% or $593,575 at 6%.
HARVEST WEALTH ADVISORS, LLC CASH BALANCE PLAN-3$2,071,726$131,271$43,757iApproximate average salary by contribution assumption: employee only about $1,093,925 at 4% or $729,283 at 6%; with 50% employer match about $729,283 at 4% or $486,189 at 6%; with 100% employer match about $546,963 at 4% or $364,642 at 6%.
Harvest Wealth Advisors LLC 401(K) Plan-3$247,583$82,416$27,472iApproximate average salary by contribution assumption: employee only about $686,800 at 4% or $457,867 at 6%; with 50% employer match about $457,867 at 4% or $305,244 at 6%; with 100% employer match about $343,400 at 4% or $228,933 at 6%.
201823$1,763,741$210,353$70,118iApproximate average salary by contribution assumption: employee only about $1,752,942 at 4% or $1,168,628 at 6%; with 50% employer match about $1,168,628 at 4% or $779,085 at 6%; with 100% employer match about $876,471 at 4% or $584,314 at 6%.
HARVEST WEALTH ADVISORS, LLC CASH BALANCE PLAN-3$1,631,606$130,156$43,385iApproximate average salary by contribution assumption: employee only about $1,084,633 at 4% or $723,089 at 6%; with 50% employer match about $723,089 at 4% or $482,059 at 6%; with 100% employer match about $542,317 at 4% or $361,544 at 6%.
Harvest Wealth Advisors LLC 401(K) Plan-3$132,135$80,197$26,732iApproximate average salary by contribution assumption: employee only about $668,308 at 4% or $445,539 at 6%; with 50% employer match about $445,539 at 4% or $297,026 at 6%; with 100% employer match about $334,154 at 4% or $222,769 at 6%.
201723$1,621,049$127,203$42,401iApproximate average salary by contribution assumption: employee only about $1,060,025 at 4% or $706,683 at 6%; with 50% employer match about $706,683 at 4% or $471,122 at 6%; with 100% employer match about $530,013 at 4% or $353,342 at 6%.
HARVEST WEALTH ADVISORS, LLC CASH BALANCE PENSION PLAN-2$1,561,519$68,590$34,295iApproximate average salary by contribution assumption: employee only about $857,375 at 4% or $571,583 at 6%; with 50% employer match about $571,583 at 4% or $381,056 at 6%; with 100% employer match about $428,688 at 4% or $285,792 at 6%.
Harvest Wealth Advisors LLC 401(K) Plan-3$59,530$58,613$19,538iApproximate average salary by contribution assumption: employee only about $488,442 at 4% or $325,628 at 6%; with 50% employer match about $325,628 at 4% or $217,085 at 6%; with 100% employer match about $244,221 at 4% or $162,814 at 6%.