Harmon Financial Advisors Inc.
Plan context: Harmon Financial Advisors Inc. 401K Plan
EIN 58-2272559 • Atlanta, GA • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$1,564,876
2024 Contributions
$320,115
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 11 | $1,564,876 | $320,115 | $29,101iApproximate average salary by contribution assumption: employee only about $727,534 at 4% or $485,023 at 6%; with 50% employer match about $485,023 at 4% or $323,348 at 6%; with 100% employer match about $363,767 at 4% or $242,511 at 6%. |
| Harmon Financial Advisors Inc. 401K Plan | - | 11 | $1,564,876 | $320,115 | $29,101iApproximate average salary by contribution assumption: employee only about $727,534 at 4% or $485,023 at 6%; with 50% employer match about $485,023 at 4% or $323,348 at 6%; with 100% employer match about $363,767 at 4% or $242,511 at 6%. |
| 2023 | 1 | 10 | $2,438,509 | $304,624 | $30,462iApproximate average salary by contribution assumption: employee only about $761,560 at 4% or $507,707 at 6%; with 50% employer match about $507,707 at 4% or $338,471 at 6%; with 100% employer match about $380,780 at 4% or $253,853 at 6%. |
| Harmon Financial Advisors Inc. 401K Plan | - | 10 | $2,438,509 | $304,624 | $30,462iApproximate average salary by contribution assumption: employee only about $761,560 at 4% or $507,707 at 6%; with 50% employer match about $507,707 at 4% or $338,471 at 6%; with 100% employer match about $380,780 at 4% or $253,853 at 6%. |
| 2022 | 1 | 11 | $2,749,501 | $269,525 | $24,502iApproximate average salary by contribution assumption: employee only about $612,557 at 4% or $408,371 at 6%; with 50% employer match about $408,371 at 4% or $272,247 at 6%; with 100% employer match about $306,278 at 4% or $204,186 at 6%. |
| Harmon Financial Advisors Inc. 401K Plan | - | 11 | $2,749,501 | $269,525 | $24,502iApproximate average salary by contribution assumption: employee only about $612,557 at 4% or $408,371 at 6%; with 50% employer match about $408,371 at 4% or $272,247 at 6%; with 100% employer match about $306,278 at 4% or $204,186 at 6%. |
| 2021 | 1 | 11 | $3,112,827 | $254,794 | $23,163iApproximate average salary by contribution assumption: employee only about $579,077 at 4% or $386,052 at 6%; with 50% employer match about $386,052 at 4% or $257,368 at 6%; with 100% employer match about $289,539 at 4% or $193,026 at 6%. |
| Harmon Financial Advisors Inc. 401K Plan | - | 11 | $3,112,827 | $254,794 | $23,163iApproximate average salary by contribution assumption: employee only about $579,077 at 4% or $386,052 at 6%; with 50% employer match about $386,052 at 4% or $257,368 at 6%; with 100% employer match about $289,539 at 4% or $193,026 at 6%. |
| 2020 | 1 | 10 | $2,486,379 | $244,942 | $24,494iApproximate average salary by contribution assumption: employee only about $612,355 at 4% or $408,237 at 6%; with 50% employer match about $408,237 at 4% or $272,158 at 6%; with 100% employer match about $306,178 at 4% or $204,118 at 6%. |
| Harmon Financial Advisors Inc. 401K Plan | - | 10 | $2,486,379 | $244,942 | $24,494iApproximate average salary by contribution assumption: employee only about $612,355 at 4% or $408,237 at 6%; with 50% employer match about $408,237 at 4% or $272,158 at 6%; with 100% employer match about $306,178 at 4% or $204,118 at 6%. |
| 2019 | 1 | 9 | $2,024,843 | $240,483 | $26,720iApproximate average salary by contribution assumption: employee only about $668,008 at 4% or $445,339 at 6%; with 50% employer match about $445,339 at 4% or $296,893 at 6%; with 100% employer match about $334,004 at 4% or $222,669 at 6%. |
| Harmon Financial Advisors Inc. 401K Plan | - | 9 | $2,024,843 | $240,483 | $26,720iApproximate average salary by contribution assumption: employee only about $668,008 at 4% or $445,339 at 6%; with 50% employer match about $445,339 at 4% or $296,893 at 6%; with 100% employer match about $334,004 at 4% or $222,669 at 6%. |
| 2018 | 1 | 10 | $1,504,873 | $244,007 | $24,401iApproximate average salary by contribution assumption: employee only about $610,018 at 4% or $406,678 at 6%; with 50% employer match about $406,678 at 4% or $271,119 at 6%; with 100% employer match about $305,009 at 4% or $203,339 at 6%. |
| Harmon Financial Advisors Inc. 401K Plan | - | 10 | $1,504,873 | $244,007 | $24,401iApproximate average salary by contribution assumption: employee only about $610,018 at 4% or $406,678 at 6%; with 50% employer match about $406,678 at 4% or $271,119 at 6%; with 100% employer match about $305,009 at 4% or $203,339 at 6%. |
| 2017 | 1 | 10 | $1,608,690 | $217,680 | $21,768iApproximate average salary by contribution assumption: employee only about $544,200 at 4% or $362,800 at 6%; with 50% employer match about $362,800 at 4% or $241,867 at 6%; with 100% employer match about $272,100 at 4% or $181,400 at 6%. |
| Harmon Financial Advisors Inc. 401K Plan | - | 10 | $1,608,690 | $217,680 | $21,768iApproximate average salary by contribution assumption: employee only about $544,200 at 4% or $362,800 at 6%; with 50% employer match about $362,800 at 4% or $241,867 at 6%; with 100% employer match about $272,100 at 4% or $181,400 at 6%. |
| 2016 | 1 | 10 | $1,272,492 | $247,479 | $24,748iApproximate average salary by contribution assumption: employee only about $618,698 at 4% or $412,465 at 6%; with 50% employer match about $412,465 at 4% or $274,977 at 6%; with 100% employer match about $309,349 at 4% or $206,233 at 6%. |
| Harmon Financial Advisors Inc. 401K Plan | - | 10 | $1,272,492 | $247,479 | $24,748iApproximate average salary by contribution assumption: employee only about $618,698 at 4% or $412,465 at 6%; with 50% employer match about $412,465 at 4% or $274,977 at 6%; with 100% employer match about $309,349 at 4% or $206,233 at 6%. |
| 2015 | 1 | 9 | $2,017,452 | $225,063 | $25,007iApproximate average salary by contribution assumption: employee only about $625,175 at 4% or $416,783 at 6%; with 50% employer match about $416,783 at 4% or $277,856 at 6%; with 100% employer match about $312,588 at 4% or $208,392 at 6%. |
| Harmon Financial Advisors Inc. 401K Plan | - | 9 | $2,017,452 | $225,063 | $25,007iApproximate average salary by contribution assumption: employee only about $625,175 at 4% or $416,783 at 6%; with 50% employer match about $416,783 at 4% or $277,856 at 6%; with 100% employer match about $312,588 at 4% or $208,392 at 6%. |
| 2014 | 1 | 8 | $1,878,446 | $203,475 | $25,434iApproximate average salary by contribution assumption: employee only about $635,859 at 4% or $423,906 at 6%; with 50% employer match about $423,906 at 4% or $282,604 at 6%; with 100% employer match about $317,930 at 4% or $211,953 at 6%. |
| Harmon Financial Advisors Inc. 401K Plan | - | 8 | $1,878,446 | $203,475 | $25,434iApproximate average salary by contribution assumption: employee only about $635,859 at 4% or $423,906 at 6%; with 50% employer match about $423,906 at 4% or $282,604 at 6%; with 100% employer match about $317,930 at 4% or $211,953 at 6%. |
| 2013 | 1 | 9 | $1,746,759 | $201,619 | $22,402iApproximate average salary by contribution assumption: employee only about $560,053 at 4% or $373,369 at 6%; with 50% employer match about $373,369 at 4% or $248,912 at 6%; with 100% employer match about $280,026 at 4% or $186,684 at 6%. |
| Harmon Financial Advisors Inc. 401K Plan | - | 9 | $1,746,759 | $201,619 | $22,402iApproximate average salary by contribution assumption: employee only about $560,053 at 4% or $373,369 at 6%; with 50% employer match about $373,369 at 4% or $248,912 at 6%; with 100% employer match about $280,026 at 4% or $186,684 at 6%. |
| 2012 | 1 | 8 | $1,215,808 | $212,243 | $26,530iApproximate average salary by contribution assumption: employee only about $663,259 at 4% or $442,173 at 6%; with 50% employer match about $442,173 at 4% or $294,782 at 6%; with 100% employer match about $331,630 at 4% or $221,086 at 6%. |
| Harmon Financial Advisors Inc. 401K Plan | - | 8 | $1,215,808 | $212,243 | $26,530iApproximate average salary by contribution assumption: employee only about $663,259 at 4% or $442,173 at 6%; with 50% employer match about $442,173 at 4% or $294,782 at 6%; with 100% employer match about $331,630 at 4% or $221,086 at 6%. |
| 2011 | 1 | 9 | $1,265,786 | $62,949 | $6,994iApproximate average salary by contribution assumption: employee only about $174,858 at 4% or $116,572 at 6%; with 50% employer match about $116,572 at 4% or $77,715 at 6%; with 100% employer match about $87,429 at 4% or $58,286 at 6%. |
| Harmon Financial Advisors Inc. 401K Plan | - | 9 | $1,265,786 | $62,949 | $6,994iApproximate average salary by contribution assumption: employee only about $174,858 at 4% or $116,572 at 6%; with 50% employer match about $116,572 at 4% or $77,715 at 6%; with 100% employer match about $87,429 at 4% or $58,286 at 6%. |
| 2010 | 1 | 8 | $1,489,684 | $213,185 | $26,648iApproximate average salary by contribution assumption: employee only about $666,203 at 4% or $444,135 at 6%; with 50% employer match about $444,135 at 4% or $296,090 at 6%; with 100% employer match about $333,102 at 4% or $222,068 at 6%. |
| Harmon Financial Advisors Inc. 401K Plan | - | 8 | $1,489,684 | $213,185 | $26,648iApproximate average salary by contribution assumption: employee only about $666,203 at 4% or $444,135 at 6%; with 50% employer match about $444,135 at 4% or $296,090 at 6%; with 100% employer match about $333,102 at 4% or $222,068 at 6%. |
| 2009 | 1 | 9 | $1,589,503 | $219,039 | $24,338iApproximate average salary by contribution assumption: employee only about $608,442 at 4% or $405,628 at 6%; with 50% employer match about $405,628 at 4% or $270,419 at 6%; with 100% employer match about $304,221 at 4% or $202,814 at 6%. |
| Harmon Financial Advisors Inc. 401K Plan | - | 9 | $1,589,503 | $219,039 | $24,338iApproximate average salary by contribution assumption: employee only about $608,442 at 4% or $405,628 at 6%; with 50% employer match about $405,628 at 4% or $270,419 at 6%; with 100% employer match about $304,221 at 4% or $202,814 at 6%. |
| 2008 | 1 | 8 | $1,060,638 | $198,129 | $24,766iApproximate average salary by contribution assumption: employee only about $619,153 at 4% or $412,769 at 6%; with 50% employer match about $412,769 at 4% or $275,179 at 6%; with 100% employer match about $309,577 at 4% or $206,384 at 6%. |
| Harmon Financial Advisors Inc. 401K Plan | - | 8 | $1,060,638 | $198,129 | $24,766iApproximate average salary by contribution assumption: employee only about $619,153 at 4% or $412,769 at 6%; with 50% employer match about $412,769 at 4% or $275,179 at 6%; with 100% employer match about $309,577 at 4% or $206,384 at 6%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| Harmon Financial Advisors Inc. 401K Plan | - | 9 | - | - | - |
| 2006 | 1 | 7 | $1,213,038 | $171,378 | $24,483iApproximate average salary by contribution assumption: employee only about $612,064 at 4% or $408,043 at 6%; with 50% employer match about $408,043 at 4% or $272,029 at 6%; with 100% employer match about $306,032 at 4% or $204,021 at 6%. |
| Harmon Financial Advisors Inc. 401K Plan | - | 7 | $1,213,038 | $171,378 | $24,483iApproximate average salary by contribution assumption: employee only about $612,064 at 4% or $408,043 at 6%; with 50% employer match about $408,043 at 4% or $272,029 at 6%; with 100% employer match about $306,032 at 4% or $204,021 at 6%. |
| 2005 | 1 | 7 | $0 | $0 | - |
| Harmon Financial Advisors Inc. 401K Plan | - | 7 | - | - | - |
| 2004 | 1 | 7 | $654,022 | $165,254 | $23,608iApproximate average salary by contribution assumption: employee only about $590,193 at 4% or $393,462 at 6%; with 50% employer match about $393,462 at 4% or $262,308 at 6%; with 100% employer match about $295,096 at 4% or $196,731 at 6%. |
| Harmon Financial Advisors Inc. 401K Plan | - | 7 | $654,022 | $165,254 | $23,608iApproximate average salary by contribution assumption: employee only about $590,193 at 4% or $393,462 at 6%; with 50% employer match about $393,462 at 4% or $262,308 at 6%; with 100% employer match about $295,096 at 4% or $196,731 at 6%. |
| 2003 | 1 | 7 | $416,334 | $124,678 | $17,811iApproximate average salary by contribution assumption: employee only about $445,279 at 4% or $296,852 at 6%; with 50% employer match about $296,852 at 4% or $197,902 at 6%; with 100% employer match about $222,639 at 4% or $148,426 at 6%. |
| Harmon Financial Advisors Inc. 401K Plan | - | 7 | $416,334 | $124,678 | $17,811iApproximate average salary by contribution assumption: employee only about $445,279 at 4% or $296,852 at 6%; with 50% employer match about $296,852 at 4% or $197,902 at 6%; with 100% employer match about $222,639 at 4% or $148,426 at 6%. |
| 2002 | 1 | 6 | $213,401 | $86,312 | $14,385iApproximate average salary by contribution assumption: employee only about $359,633 at 4% or $239,756 at 6%; with 50% employer match about $239,756 at 4% or $159,837 at 6%; with 100% employer match about $179,817 at 4% or $119,878 at 6%. |
| Harmon Financial Advisors Inc. 401K Plan | - | 6 | $213,401 | $86,312 | $14,385iApproximate average salary by contribution assumption: employee only about $359,633 at 4% or $239,756 at 6%; with 50% employer match about $239,756 at 4% or $159,837 at 6%; with 100% employer match about $179,817 at 4% or $119,878 at 6%. |
| 2001 | 1 | 7 | $0 | $0 | - |
| Harmon Financial Advisors Inc. 401K Plan | - | 7 | - | - | - |
| 2000 | 1 | 6 | $110,607 | $76,251 | $12,709iApproximate average salary by contribution assumption: employee only about $317,713 at 4% or $211,808 at 6%; with 50% employer match about $211,808 at 4% or $141,206 at 6%; with 100% employer match about $158,856 at 4% or $105,904 at 6%. |
| Harmon Financial Advisors Inc. 401K Plan | - | 6 | $110,607 | $76,251 | $12,709iApproximate average salary by contribution assumption: employee only about $317,713 at 4% or $211,808 at 6%; with 50% employer match about $211,808 at 4% or $141,206 at 6%; with 100% employer match about $158,856 at 4% or $105,904 at 6%. |
| 1999 | 1 | 4 | $43,377 | $43,377 | $10,844iApproximate average salary by contribution assumption: employee only about $271,106 at 4% or $180,738 at 6%; with 50% employer match about $180,738 at 4% or $120,492 at 6%; with 100% employer match about $135,553 at 4% or $90,369 at 6%. |
| Harmon Financial Advisors Inc. 401K Plan | - | 4 | $43,377 | $43,377 | $10,844iApproximate average salary by contribution assumption: employee only about $271,106 at 4% or $180,738 at 6%; with 50% employer match about $180,738 at 4% or $120,492 at 6%; with 100% employer match about $135,553 at 4% or $90,369 at 6%. |