Harmony Insurance Advisors Inc.
Plan context: Harmony Insurance Advisors Inc. Retirement Plan
EIN 84-1960853 • 6 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$525,381
2024 Contributions
$8,000
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $525,381 | $0 | - |
| Harmony Insurance Advisors Inc. Retirement Plan | - | 2 | $525,381 | - | - |
| 2023 | 1 | 2 | $391,490 | $0 | - |
| Harmony Insurance Advisors Inc. Retirement Plan | - | 2 | $391,490 | - | - |
| 2022 | 1 | 2 | $324,393 | $8,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| Harmony Insurance Advisors Inc. Retirement Plan | - | 2 | $324,393 | $8,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| 2021 | 1 | 2 | $357,288 | $0 | - |
| Harmony Insurance Advisors Inc. Retirement Plan | - | 2 | $357,288 | - | - |
| 2020 | 1 | 2 | $275,372 | $0 | - |
| Harmony Insurance Advisors Inc. Retirement Plan | - | 2 | $275,372 | - | - |
| 2019 | 1 | 2 | $416,267 | $403,652 | $201,826iApproximate average salary by contribution assumption: employee only about $5,045,650 at 4% or $3,363,767 at 6%; with 50% employer match about $3,363,767 at 4% or $2,242,511 at 6%; with 100% employer match about $2,522,825 at 4% or $1,681,883 at 6%. |
| Harmony Insurance Advisors Inc. Retirement Plan | - | 2 | $416,267 | $403,652 | $201,826iApproximate average salary by contribution assumption: employee only about $5,045,650 at 4% or $3,363,767 at 6%; with 50% employer match about $3,363,767 at 4% or $2,242,511 at 6%; with 100% employer match about $2,522,825 at 4% or $1,681,883 at 6%. |