Civic Intelligence

Harvard Investments Inc. 401 (K) Plan

Plan context: Harvard Investments Inc. 401 (K) Plan

EIN 86-0448708 • Scottsdale, AZ • 30 filings • 4 plans

17700 N Pacesetter Way Ste 100Scottsdale, AZ 85255-7815
Current Snapshot

Latest Year

2024

2024 Participants

32

2024 Assets

$15,903,893

2024 Contributions

$599,008

Historical Graphs

Total Assets Over Time

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

$15,903,893$7,951,947$0199920132024YearValue
$15,903,893Latest year 2024

Participants Over Time

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

32160199920122024YearValue
32Latest year 2024

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
2024132$15,903,893$599,008$18,719iApproximate average salary by contribution assumption: employee only about $467,975 at 4% or $311,983 at 6%; with 50% employer match about $311,983 at 4% or $207,989 at 6%; with 100% employer match about $233,988 at 4% or $155,992 at 6%.
Harvard Investments Inc. 401 (K) Plan-32$15,903,893$599,008$18,719iApproximate average salary by contribution assumption: employee only about $467,975 at 4% or $311,983 at 6%; with 50% employer match about $311,983 at 4% or $207,989 at 6%; with 100% employer match about $233,988 at 4% or $155,992 at 6%.
2023130$14,019,677$524,432$17,481iApproximate average salary by contribution assumption: employee only about $437,027 at 4% or $291,351 at 6%; with 50% employer match about $291,351 at 4% or $194,234 at 6%; with 100% employer match about $218,513 at 4% or $145,676 at 6%.
Harvard Investments Inc. 401 (K) Plan-30$14,019,677$524,432$17,481iApproximate average salary by contribution assumption: employee only about $437,027 at 4% or $291,351 at 6%; with 50% employer match about $291,351 at 4% or $194,234 at 6%; with 100% employer match about $218,513 at 4% or $145,676 at 6%.
2022115$12,051,558$431,726$28,782iApproximate average salary by contribution assumption: employee only about $719,543 at 4% or $479,696 at 6%; with 50% employer match about $479,696 at 4% or $319,797 at 6%; with 100% employer match about $359,772 at 4% or $239,848 at 6%.
Harvard Investments Inc. 401 (K) Plan-15$12,051,558$431,726$28,782iApproximate average salary by contribution assumption: employee only about $719,543 at 4% or $479,696 at 6%; with 50% employer match about $479,696 at 4% or $319,797 at 6%; with 100% employer match about $359,772 at 4% or $239,848 at 6%.
2021114$13,605,176$380,273$27,162iApproximate average salary by contribution assumption: employee only about $679,059 at 4% or $452,706 at 6%; with 50% employer match about $452,706 at 4% or $301,804 at 6%; with 100% employer match about $339,529 at 4% or $226,353 at 6%.
Harvard Investments Inc. 401 (K) Plan-14$13,605,176$380,273$27,162iApproximate average salary by contribution assumption: employee only about $679,059 at 4% or $452,706 at 6%; with 50% employer match about $452,706 at 4% or $301,804 at 6%; with 100% employer match about $339,529 at 4% or $226,353 at 6%.
2020113$11,145,052$335,256$25,789iApproximate average salary by contribution assumption: employee only about $644,723 at 4% or $429,815 at 6%; with 50% employer match about $429,815 at 4% or $286,544 at 6%; with 100% employer match about $322,362 at 4% or $214,908 at 6%.
Harvard Investments Inc. 401 (K) Plan-13$11,145,052$335,256$25,789iApproximate average salary by contribution assumption: employee only about $644,723 at 4% or $429,815 at 6%; with 50% employer match about $429,815 at 4% or $286,544 at 6%; with 100% employer match about $322,362 at 4% or $214,908 at 6%.
2019111$8,450,715$286,942$26,086iApproximate average salary by contribution assumption: employee only about $652,141 at 4% or $434,761 at 6%; with 50% employer match about $434,761 at 4% or $289,840 at 6%; with 100% employer match about $326,070 at 4% or $217,380 at 6%.
Harvard Investments Inc. 401 (K) Plan-11$8,450,715$286,942$26,086iApproximate average salary by contribution assumption: employee only about $652,141 at 4% or $434,761 at 6%; with 50% employer match about $434,761 at 4% or $289,840 at 6%; with 100% employer match about $326,070 at 4% or $217,380 at 6%.
2018111$6,965,769$283,634$25,785iApproximate average salary by contribution assumption: employee only about $644,623 at 4% or $429,748 at 6%; with 50% employer match about $429,748 at 4% or $286,499 at 6%; with 100% employer match about $322,311 at 4% or $214,874 at 6%.
Harvard Investments Inc. 401 (K) Plan-11$6,965,769$283,634$25,785iApproximate average salary by contribution assumption: employee only about $644,623 at 4% or $429,748 at 6%; with 50% employer match about $429,748 at 4% or $286,499 at 6%; with 100% employer match about $322,311 at 4% or $214,874 at 6%.
2017112$7,267,013$235,757$19,646iApproximate average salary by contribution assumption: employee only about $491,160 at 4% or $327,440 at 6%; with 50% employer match about $327,440 at 4% or $218,294 at 6%; with 100% employer match about $245,580 at 4% or $163,720 at 6%.
Harvard Investments Inc. 401 (K) Plan-12$7,267,013$235,757$19,646iApproximate average salary by contribution assumption: employee only about $491,160 at 4% or $327,440 at 6%; with 50% employer match about $327,440 at 4% or $218,294 at 6%; with 100% employer match about $245,580 at 4% or $163,720 at 6%.
2016111$6,058,708$227,819$20,711iApproximate average salary by contribution assumption: employee only about $517,770 at 4% or $345,180 at 6%; with 50% employer match about $345,180 at 4% or $230,120 at 6%; with 100% employer match about $258,885 at 4% or $172,590 at 6%.
Harvard Investments Inc. 401 (K) Plan-11$6,058,708$227,819$20,711iApproximate average salary by contribution assumption: employee only about $517,770 at 4% or $345,180 at 6%; with 50% employer match about $345,180 at 4% or $230,120 at 6%; with 100% employer match about $258,885 at 4% or $172,590 at 6%.
2015112$5,596,466$240,673$20,056iApproximate average salary by contribution assumption: employee only about $501,402 at 4% or $334,268 at 6%; with 50% employer match about $334,268 at 4% or $222,845 at 6%; with 100% employer match about $250,701 at 4% or $167,134 at 6%.
Harvard Investments Inc. 401 (K) Plan-12$5,596,466$240,673$20,056iApproximate average salary by contribution assumption: employee only about $501,402 at 4% or $334,268 at 6%; with 50% employer match about $334,268 at 4% or $222,845 at 6%; with 100% employer match about $250,701 at 4% or $167,134 at 6%.
2014112$5,296,014$228,070$19,006iApproximate average salary by contribution assumption: employee only about $475,146 at 4% or $316,764 at 6%; with 50% employer match about $316,764 at 4% or $211,176 at 6%; with 100% employer match about $237,573 at 4% or $158,382 at 6%.
Harvard Investments Inc. 401 (K) Plan-12$5,296,014$228,070$19,006iApproximate average salary by contribution assumption: employee only about $475,146 at 4% or $316,764 at 6%; with 50% employer match about $316,764 at 4% or $211,176 at 6%; with 100% employer match about $237,573 at 4% or $158,382 at 6%.
2013113$4,666,215$209,561$16,120iApproximate average salary by contribution assumption: employee only about $403,002 at 4% or $268,668 at 6%; with 50% employer match about $268,668 at 4% or $179,112 at 6%; with 100% employer match about $201,501 at 4% or $134,334 at 6%.
Harvard Investments Inc. 401 (K) Plan-13$4,666,215$209,561$16,120iApproximate average salary by contribution assumption: employee only about $403,002 at 4% or $268,668 at 6%; with 50% employer match about $268,668 at 4% or $179,112 at 6%; with 100% employer match about $201,501 at 4% or $134,334 at 6%.
2012115$3,956,596$213,268$14,218iApproximate average salary by contribution assumption: employee only about $355,447 at 4% or $236,964 at 6%; with 50% employer match about $236,964 at 4% or $157,976 at 6%; with 100% employer match about $177,723 at 4% or $118,482 at 6%.
Harvard Investments Inc. 401 (K) Plan-15$3,956,596$213,268$14,218iApproximate average salary by contribution assumption: employee only about $355,447 at 4% or $236,964 at 6%; with 50% employer match about $236,964 at 4% or $157,976 at 6%; with 100% employer match about $177,723 at 4% or $118,482 at 6%.
2011113$3,473,796$205,783$15,829iApproximate average salary by contribution assumption: employee only about $395,737 at 4% or $263,824 at 6%; with 50% employer match about $263,824 at 4% or $175,883 at 6%; with 100% employer match about $197,868 at 4% or $131,912 at 6%.
Harvard Investments Inc. 401 (K) Plan-13$3,473,796$205,783$15,829iApproximate average salary by contribution assumption: employee only about $395,737 at 4% or $263,824 at 6%; with 50% employer match about $263,824 at 4% or $175,883 at 6%; with 100% employer match about $197,868 at 4% or $131,912 at 6%.
2010112$3,272,731$193,329$16,111iApproximate average salary by contribution assumption: employee only about $402,769 at 4% or $268,513 at 6%; with 50% employer match about $268,513 at 4% or $179,008 at 6%; with 100% employer match about $201,384 at 4% or $134,256 at 6%.
Harvard Investments Inc. 401 (K) Plan-12$3,272,731$193,329$16,111iApproximate average salary by contribution assumption: employee only about $402,769 at 4% or $268,513 at 6%; with 50% employer match about $268,513 at 4% or $179,008 at 6%; with 100% employer match about $201,384 at 4% or $134,256 at 6%.
2009112$2,824,837$198,297$16,525iApproximate average salary by contribution assumption: employee only about $413,119 at 4% or $275,413 at 6%; with 50% employer match about $275,413 at 4% or $183,608 at 6%; with 100% employer match about $206,559 at 4% or $137,706 at 6%.
Harvard Investments Inc. 401 (K) Plan-12$2,824,837$198,297$16,525iApproximate average salary by contribution assumption: employee only about $413,119 at 4% or $275,413 at 6%; with 50% employer match about $275,413 at 4% or $183,608 at 6%; with 100% employer match about $206,559 at 4% or $137,706 at 6%.
2008112$2,324,564$212,894$17,741iApproximate average salary by contribution assumption: employee only about $443,529 at 4% or $295,686 at 6%; with 50% employer match about $295,686 at 4% or $197,124 at 6%; with 100% employer match about $221,765 at 4% or $147,843 at 6%.
Harvard Investments Inc. 401 (K) Plan-12$2,324,564$212,894$17,741iApproximate average salary by contribution assumption: employee only about $443,529 at 4% or $295,686 at 6%; with 50% employer match about $295,686 at 4% or $197,124 at 6%; with 100% employer match about $221,765 at 4% or $147,843 at 6%.
2007113$0$0-
Harvard Investments Inc. 401 (K) Plan-13---
2006111$2,639,843$190,338$17,303iApproximate average salary by contribution assumption: employee only about $432,586 at 4% or $288,391 at 6%; with 50% employer match about $288,391 at 4% or $192,261 at 6%; with 100% employer match about $216,293 at 4% or $144,195 at 6%.
Harvard Investments Inc. 401 (K) Plan-11$2,639,843$190,338$17,303iApproximate average salary by contribution assumption: employee only about $432,586 at 4% or $288,391 at 6%; with 50% employer match about $288,391 at 4% or $192,261 at 6%; with 100% employer match about $216,293 at 4% or $144,195 at 6%.
2005113$1,213,741$218,452$16,804iApproximate average salary by contribution assumption: employee only about $420,100 at 4% or $280,067 at 6%; with 50% employer match about $280,067 at 4% or $186,711 at 6%; with 100% employer match about $210,050 at 4% or $140,033 at 6%.
Harvard Investments Inc. 401 (K) Plan-13$1,213,741$218,452$16,804iApproximate average salary by contribution assumption: employee only about $420,100 at 4% or $280,067 at 6%; with 50% employer match about $280,067 at 4% or $186,711 at 6%; with 100% employer match about $210,050 at 4% or $140,033 at 6%.
2004113$948,530$165,204$12,708iApproximate average salary by contribution assumption: employee only about $317,700 at 4% or $211,800 at 6%; with 50% employer match about $211,800 at 4% or $141,200 at 6%; with 100% employer match about $158,850 at 4% or $105,900 at 6%.
Harvard Investments Inc. 401 (K) Plan-13$948,530$165,204$12,708iApproximate average salary by contribution assumption: employee only about $317,700 at 4% or $211,800 at 6%; with 50% employer match about $211,800 at 4% or $141,200 at 6%; with 100% employer match about $158,850 at 4% or $105,900 at 6%.
2003114$764,460$153,585$10,970iApproximate average salary by contribution assumption: employee only about $274,259 at 4% or $182,839 at 6%; with 50% employer match about $182,839 at 4% or $121,893 at 6%; with 100% employer match about $137,129 at 4% or $91,420 at 6%.
Harvard Investments Inc. 401 (K) Plan-14$764,460$153,585$10,970iApproximate average salary by contribution assumption: employee only about $274,259 at 4% or $182,839 at 6%; with 50% employer match about $182,839 at 4% or $121,893 at 6%; with 100% employer match about $137,129 at 4% or $91,420 at 6%.
2002213$518,895$223,951$17,227iApproximate average salary by contribution assumption: employee only about $430,675 at 4% or $287,117 at 6%; with 50% employer match about $287,117 at 4% or $191,411 at 6%; with 100% employer match about $215,338 at 4% or $143,558 at 6%.
Harvard Investments Inc. 401 (K) Plan-13$518,895$223,951$17,227iApproximate average salary by contribution assumption: employee only about $430,675 at 4% or $287,117 at 6%; with 50% employer match about $287,117 at 4% or $191,411 at 6%; with 100% employer match about $215,338 at 4% or $143,558 at 6%.
Harvard Investments Inc. Money Purchase Pension Plan-0---
2001213$0$0-
Harvard Investments Inc. Money Purchase Pension Plan-6---
Harvard Investments Inc. 401 (K) Plan-13---
2000210$411,006$113,347$11,335iApproximate average salary by contribution assumption: employee only about $283,368 at 4% or $188,912 at 6%; with 50% employer match about $188,912 at 4% or $125,941 at 6%; with 100% employer match about $141,684 at 4% or $94,456 at 6%.
Harvard Investments Inc. 401 (K) Plan-10$284,845$113,347$11,335iApproximate average salary by contribution assumption: employee only about $283,368 at 4% or $188,912 at 6%; with 50% employer match about $188,912 at 4% or $125,941 at 6%; with 100% employer match about $141,684 at 4% or $94,456 at 6%.
Harvard Investments Inc. Money Purchase Pension Plan-6$126,161--
199929$342,542$63,163$7,018iApproximate average salary by contribution assumption: employee only about $175,453 at 4% or $116,969 at 6%; with 50% employer match about $116,969 at 4% or $77,979 at 6%; with 100% employer match about $87,726 at 4% or $58,484 at 6%.
Harvard Investments Inc. 401 (K) Plan-9$206,714$63,163$7,018iApproximate average salary by contribution assumption: employee only about $175,453 at 4% or $116,969 at 6%; with 50% employer match about $116,969 at 4% or $77,979 at 6%; with 100% employer match about $87,726 at 4% or $58,484 at 6%.
Harvard Investments Inc. Money Purchase Pension Plan-6$135,828--