Civic Intelligence

Bulls and Bears Inc.

Plan context: Harris Financial Services Inc. 401(K) Plan

EIN 81-3076806 • Kalispell, MT • 10 filings • 2 plans

104 Westview Park Place, Suite 100Kalispell, MT 59901
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$592,195

2025 Contributions

$93,884

Historical Graphs

Total Assets Over Time

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

$592,195$296,098$0201620212025YearValue
$592,195Latest year 2025

Participants Over Time

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

530201620212025YearValue
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$592,195$93,884$18,777iApproximate average salary by contribution assumption: employee only about $469,420 at 4% or $312,947 at 6%; with 50% employer match about $312,947 at 4% or $208,631 at 6%; with 100% employer match about $234,710 at 4% or $156,473 at 6%.
Harris Financial Services Inc. 401(K) Plan-5$592,195$93,884$18,777iApproximate average salary by contribution assumption: employee only about $469,420 at 4% or $312,947 at 6%; with 50% employer match about $312,947 at 4% or $208,631 at 6%; with 100% employer match about $234,710 at 4% or $156,473 at 6%.
202414$535,335$100,026$25,007iApproximate average salary by contribution assumption: employee only about $625,163 at 4% or $416,775 at 6%; with 50% employer match about $416,775 at 4% or $277,850 at 6%; with 100% employer match about $312,581 at 4% or $208,388 at 6%.
Harris Financial Services Inc. 401(K) Plan-4$535,335$100,026$25,007iApproximate average salary by contribution assumption: employee only about $625,163 at 4% or $416,775 at 6%; with 50% employer match about $416,775 at 4% or $277,850 at 6%; with 100% employer match about $312,581 at 4% or $208,388 at 6%.
202314$381,419$61,544$15,386iApproximate average salary by contribution assumption: employee only about $384,650 at 4% or $256,433 at 6%; with 50% employer match about $256,433 at 4% or $170,956 at 6%; with 100% employer match about $192,325 at 4% or $128,217 at 6%.
Harris Financial Services Inc. 401(K) Plan-4$381,419$61,544$15,386iApproximate average salary by contribution assumption: employee only about $384,650 at 4% or $256,433 at 6%; with 50% employer match about $256,433 at 4% or $170,956 at 6%; with 100% employer match about $192,325 at 4% or $128,217 at 6%.
202214$272,933$111,161$27,790iApproximate average salary by contribution assumption: employee only about $694,756 at 4% or $463,171 at 6%; with 50% employer match about $463,171 at 4% or $308,781 at 6%; with 100% employer match about $347,378 at 4% or $231,585 at 6%.
Harris Financial Services Inc. 401(K) Plan-4$272,933$111,161$27,790iApproximate average salary by contribution assumption: employee only about $694,756 at 4% or $463,171 at 6%; with 50% employer match about $463,171 at 4% or $308,781 at 6%; with 100% employer match about $347,378 at 4% or $231,585 at 6%.
202115$257,076$62,851$12,570iApproximate average salary by contribution assumption: employee only about $314,255 at 4% or $209,503 at 6%; with 50% employer match about $209,503 at 4% or $139,669 at 6%; with 100% employer match about $157,128 at 4% or $104,752 at 6%.
Harris Financial Services Inc. 401(K) Plan-5$257,076$62,851$12,570iApproximate average salary by contribution assumption: employee only about $314,255 at 4% or $209,503 at 6%; with 50% employer match about $209,503 at 4% or $139,669 at 6%; with 100% employer match about $157,128 at 4% or $104,752 at 6%.
202014$215,133$69,083$17,271iApproximate average salary by contribution assumption: employee only about $431,769 at 4% or $287,846 at 6%; with 50% employer match about $287,846 at 4% or $191,897 at 6%; with 100% employer match about $215,884 at 4% or $143,923 at 6%.
Harris Financial Services Inc. 401(K) Plan-4$215,133$69,083$17,271iApproximate average salary by contribution assumption: employee only about $431,769 at 4% or $287,846 at 6%; with 50% employer match about $287,846 at 4% or $191,897 at 6%; with 100% employer match about $215,884 at 4% or $143,923 at 6%.
201914$164,279$88,876$22,219iApproximate average salary by contribution assumption: employee only about $555,475 at 4% or $370,317 at 6%; with 50% employer match about $370,317 at 4% or $246,878 at 6%; with 100% employer match about $277,738 at 4% or $185,158 at 6%.
Harris Financial Services Inc. 401(K) Plan-4$164,279$88,876$22,219iApproximate average salary by contribution assumption: employee only about $555,475 at 4% or $370,317 at 6%; with 50% employer match about $370,317 at 4% or $246,878 at 6%; with 100% employer match about $277,738 at 4% or $185,158 at 6%.
201814$413,936$66,715$16,679iApproximate average salary by contribution assumption: employee only about $416,969 at 4% or $277,979 at 6%; with 50% employer match about $277,979 at 4% or $185,319 at 6%; with 100% employer match about $208,484 at 4% or $138,990 at 6%.
Harris Financial Services Inc. 401(K) Plan-4$413,936$66,715$16,679iApproximate average salary by contribution assumption: employee only about $416,969 at 4% or $277,979 at 6%; with 50% employer match about $277,979 at 4% or $185,319 at 6%; with 100% employer match about $208,484 at 4% or $138,990 at 6%.
201715$546,590$66,743$13,349iApproximate average salary by contribution assumption: employee only about $333,715 at 4% or $222,477 at 6%; with 50% employer match about $222,477 at 4% or $148,318 at 6%; with 100% employer match about $166,858 at 4% or $111,238 at 6%.
Harris Financial Services Inc. 401(K) Plan-5$546,590$66,743$13,349iApproximate average salary by contribution assumption: employee only about $333,715 at 4% or $222,477 at 6%; with 50% employer match about $222,477 at 4% or $148,318 at 6%; with 100% employer match about $166,858 at 4% or $111,238 at 6%.
201615$421,608$106,141$21,228iApproximate average salary by contribution assumption: employee only about $530,705 at 4% or $353,803 at 6%; with 50% employer match about $353,803 at 4% or $235,869 at 6%; with 100% employer match about $265,353 at 4% or $176,902 at 6%.
Harris Financial Services Inc. 401(K) Plan-5$421,608$106,141$21,228iApproximate average salary by contribution assumption: employee only about $530,705 at 4% or $353,803 at 6%; with 50% employer match about $353,803 at 4% or $235,869 at 6%; with 100% employer match about $265,353 at 4% or $176,902 at 6%.