Civic Intelligence

Everett Harris & Company

Plan context: Everett Harris & Company 401(K)Profit Sharing Plan

EIN 95-0812696 • Los Angeles, CA • 22 filings • 5 plans

801 South Figueroa StreetSuite 2050Los Angeles, CA 90017
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$35,393,349

2024 Contributions

$2,292,423

Historical Graphs

Total Assets Over Time

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

$35,393,349$17,696,675$0200620152024YearValue
$35,393,349Latest year 2024

Participants Over Time

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

21110200620152024YearValue
21Latest 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
2024221$35,393,349$2,292,423$109,163iApproximate average salary by contribution assumption: employee only about $2,729,075 at 4% or $1,819,383 at 6%; with 50% employer match about $1,819,383 at 4% or $1,212,922 at 6%; with 100% employer match about $1,364,538 at 4% or $909,692 at 6%.
Everett Harris & Company 401(K)Profit Sharing Plan-21$33,204,920$1,208,423$57,544iApproximate average salary by contribution assumption: employee only about $1,438,599 at 4% or $959,066 at 6%; with 50% employer match about $959,066 at 4% or $639,377 at 6%; with 100% employer match about $719,299 at 4% or $479,533 at 6%.
EVERETT HARRIS & COMPANY CASH BALANCE PLAN-9$2,188,429$1,084,000$120,444iApproximate average salary by contribution assumption: employee only about $3,011,111 at 4% or $2,007,407 at 6%; with 50% employer match about $2,007,407 at 4% or $1,338,272 at 6%; with 100% employer match about $1,505,556 at 4% or $1,003,704 at 6%.
2023221$30,237,667$2,188,660$104,222iApproximate average salary by contribution assumption: employee only about $2,605,548 at 4% or $1,737,032 at 6%; with 50% employer match about $1,737,032 at 4% or $1,158,021 at 6%; with 100% employer match about $1,302,774 at 4% or $868,516 at 6%.
Everett Harris & Company 401(K)Profit Sharing Plan-21$29,153,667$1,104,660$52,603iApproximate average salary by contribution assumption: employee only about $1,315,071 at 4% or $876,714 at 6%; with 50% employer match about $876,714 at 4% or $584,476 at 6%; with 100% employer match about $657,536 at 4% or $438,357 at 6%.
EVERETT HARRIS & COMPANY CASH BALANCE PLAN-9$1,084,000$1,084,000$120,444iApproximate average salary by contribution assumption: employee only about $3,011,111 at 4% or $2,007,407 at 6%; with 50% employer match about $2,007,407 at 4% or $1,338,272 at 6%; with 100% employer match about $1,505,556 at 4% or $1,003,704 at 6%.
2022121$21,982,354$1,026,150$48,864iApproximate average salary by contribution assumption: employee only about $1,221,607 at 4% or $814,405 at 6%; with 50% employer match about $814,405 at 4% or $542,937 at 6%; with 100% employer match about $610,804 at 4% or $407,202 at 6%.
Everett Harris & Company 401(K)Profit Sharing Plan-21$21,982,354$1,026,150$48,864iApproximate average salary by contribution assumption: employee only about $1,221,607 at 4% or $814,405 at 6%; with 50% employer match about $814,405 at 4% or $542,937 at 6%; with 100% employer match about $610,804 at 4% or $407,202 at 6%.
2021120$24,771,291$967,703$48,385iApproximate average salary by contribution assumption: employee only about $1,209,629 at 4% or $806,419 at 6%; with 50% employer match about $806,419 at 4% or $537,613 at 6%; with 100% employer match about $604,814 at 4% or $403,210 at 6%.
Everett Harris & Company 401(K)Profit Sharing Plan-20$24,771,291$967,703$48,385iApproximate average salary by contribution assumption: employee only about $1,209,629 at 4% or $806,419 at 6%; with 50% employer match about $806,419 at 4% or $537,613 at 6%; with 100% employer match about $604,814 at 4% or $403,210 at 6%.
2020121$18,251,089$993,408$47,305iApproximate average salary by contribution assumption: employee only about $1,182,629 at 4% or $788,419 at 6%; with 50% employer match about $788,419 at 4% or $525,613 at 6%; with 100% employer match about $591,314 at 4% or $394,210 at 6%.
Everett Harris & Company 401(K)Profit Sharing Plan-21$18,251,089$993,408$47,305iApproximate average salary by contribution assumption: employee only about $1,182,629 at 4% or $788,419 at 6%; with 50% employer match about $788,419 at 4% or $525,613 at 6%; with 100% employer match about $591,314 at 4% or $394,210 at 6%.
2019120$15,887,974$952,472$47,624iApproximate average salary by contribution assumption: employee only about $1,190,590 at 4% or $793,727 at 6%; with 50% employer match about $793,727 at 4% or $529,151 at 6%; with 100% employer match about $595,295 at 4% or $396,863 at 6%.
Everett Harris & Company 401(K)Profit Sharing Plan-20$15,887,974$952,472$47,624iApproximate average salary by contribution assumption: employee only about $1,190,590 at 4% or $793,727 at 6%; with 50% employer match about $793,727 at 4% or $529,151 at 6%; with 100% employer match about $595,295 at 4% or $396,863 at 6%.
2018119$12,557,800$916,216$48,222iApproximate average salary by contribution assumption: employee only about $1,205,547 at 4% or $803,698 at 6%; with 50% employer match about $803,698 at 4% or $535,799 at 6%; with 100% employer match about $602,774 at 4% or $401,849 at 6%.
Everett Harris & Company 401(K)Profit Sharing Plan-19$12,557,800$916,216$48,222iApproximate average salary by contribution assumption: employee only about $1,205,547 at 4% or $803,698 at 6%; with 50% employer match about $803,698 at 4% or $535,799 at 6%; with 100% employer match about $602,774 at 4% or $401,849 at 6%.
2017118$11,879,184$859,757$47,764iApproximate average salary by contribution assumption: employee only about $1,194,107 at 4% or $796,071 at 6%; with 50% employer match about $796,071 at 4% or $530,714 at 6%; with 100% employer match about $597,053 at 4% or $398,036 at 6%.
Everett Harris & Company 401(K)Profit Sharing Plan-18$11,879,184$859,757$47,764iApproximate average salary by contribution assumption: employee only about $1,194,107 at 4% or $796,071 at 6%; with 50% employer match about $796,071 at 4% or $530,714 at 6%; with 100% employer match about $597,053 at 4% or $398,036 at 6%.
2016117$9,212,703$772,833$45,461iApproximate average salary by contribution assumption: employee only about $1,136,519 at 4% or $757,679 at 6%; with 50% employer match about $757,679 at 4% or $505,120 at 6%; with 100% employer match about $568,260 at 4% or $378,840 at 6%.
Everett Harris & Company 401(K)Profit Sharing Plan-17$9,212,703$772,833$45,461iApproximate average salary by contribution assumption: employee only about $1,136,519 at 4% or $757,679 at 6%; with 50% employer match about $757,679 at 4% or $505,120 at 6%; with 100% employer match about $568,260 at 4% or $378,840 at 6%.
2015116$7,656,974$750,751$46,922iApproximate average salary by contribution assumption: employee only about $1,173,048 at 4% or $782,032 at 6%; with 50% employer match about $782,032 at 4% or $521,355 at 6%; with 100% employer match about $586,524 at 4% or $391,016 at 6%.
Everett Harris & Company 401(K)Profit Sharing Plan-16$7,656,974$750,751$46,922iApproximate average salary by contribution assumption: employee only about $1,173,048 at 4% or $782,032 at 6%; with 50% employer match about $782,032 at 4% or $521,355 at 6%; with 100% employer match about $586,524 at 4% or $391,016 at 6%.
2014117$7,140,248$747,573$43,975iApproximate average salary by contribution assumption: employee only about $1,099,372 at 4% or $732,915 at 6%; with 50% employer match about $732,915 at 4% or $488,610 at 6%; with 100% employer match about $549,686 at 4% or $366,457 at 6%.
Everett Harris & Company 401(K)Profit Sharing Plan-17$7,140,248$747,573$43,975iApproximate average salary by contribution assumption: employee only about $1,099,372 at 4% or $732,915 at 6%; with 50% employer match about $732,915 at 4% or $488,610 at 6%; with 100% employer match about $549,686 at 4% or $366,457 at 6%.
2013117$5,819,403$887,410$52,201iApproximate average salary by contribution assumption: employee only about $1,305,015 at 4% or $870,010 at 6%; with 50% employer match about $870,010 at 4% or $580,007 at 6%; with 100% employer match about $652,507 at 4% or $435,005 at 6%.
Everett Harris & Company 401(K)Profit Sharing Plan-17$5,819,403$887,410$52,201iApproximate average salary by contribution assumption: employee only about $1,305,015 at 4% or $870,010 at 6%; with 50% employer match about $870,010 at 4% or $580,007 at 6%; with 100% employer match about $652,507 at 4% or $435,005 at 6%.
2012116$4,219,154$655,081$40,943iApproximate average salary by contribution assumption: employee only about $1,023,564 at 4% or $682,376 at 6%; with 50% employer match about $682,376 at 4% or $454,917 at 6%; with 100% employer match about $511,782 at 4% or $341,188 at 6%.
Everett Harris & Company 401(K)Profit Sharing Plan-16$4,219,154$655,081$40,943iApproximate average salary by contribution assumption: employee only about $1,023,564 at 4% or $682,376 at 6%; with 50% employer match about $682,376 at 4% or $454,917 at 6%; with 100% employer match about $511,782 at 4% or $341,188 at 6%.
2011115$3,291,745$583,969$38,931iApproximate average salary by contribution assumption: employee only about $973,282 at 4% or $648,854 at 6%; with 50% employer match about $648,854 at 4% or $432,570 at 6%; with 100% employer match about $486,641 at 4% or $324,427 at 6%.
Everett Harris & Company 401(K)Profit Sharing Plan-15$3,291,745$583,969$38,931iApproximate average salary by contribution assumption: employee only about $973,282 at 4% or $648,854 at 6%; with 50% employer match about $648,854 at 4% or $432,570 at 6%; with 100% employer match about $486,641 at 4% or $324,427 at 6%.
2010114$2,658,244$565,249$40,375iApproximate average salary by contribution assumption: employee only about $1,009,373 at 4% or $672,915 at 6%; with 50% employer match about $672,915 at 4% or $448,610 at 6%; with 100% employer match about $504,687 at 4% or $336,458 at 6%.
Everett Harris & Company 401(K)Profit Sharing Plan-14$2,658,244$565,249$40,375iApproximate average salary by contribution assumption: employee only about $1,009,373 at 4% or $672,915 at 6%; with 50% employer match about $672,915 at 4% or $448,610 at 6%; with 100% employer match about $504,687 at 4% or $336,458 at 6%.
2009113$1,962,737$518,707$39,901iApproximate average salary by contribution assumption: employee only about $997,513 at 4% or $665,009 at 6%; with 50% employer match about $665,009 at 4% or $443,339 at 6%; with 100% employer match about $498,757 at 4% or $332,504 at 6%.
Everett Harris & Company 401(K)Profit Sharing Plan-13$1,962,737$518,707$39,901iApproximate average salary by contribution assumption: employee only about $997,513 at 4% or $665,009 at 6%; with 50% employer match about $665,009 at 4% or $443,339 at 6%; with 100% employer match about $498,757 at 4% or $332,504 at 6%.
2008211$1,094,485$1,085,939$98,722iApproximate average salary by contribution assumption: employee only about $2,468,043 at 4% or $1,645,362 at 6%; with 50% employer match about $1,645,362 at 4% or $1,096,908 at 6%; with 100% employer match about $1,234,022 at 4% or $822,681 at 6%.
Everett Harris & Company 401(K)Profit Sharing Plan-11$1,094,485$1,071,269$97,388iApproximate average salary by contribution assumption: employee only about $2,434,702 at 4% or $1,623,135 at 6%; with 50% employer match about $1,623,135 at 4% or $1,082,090 at 6%; with 100% employer match about $1,217,351 at 4% or $811,567 at 6%.
EVERETT HARRIS & COMPANY-FLEXIBLE BENEFITS PLAN-6-$14,670$2,445iApproximate average salary by contribution assumption: employee only about $61,125 at 4% or $40,750 at 6%; with 50% employer match about $40,750 at 4% or $27,167 at 6%; with 100% employer match about $30,563 at 4% or $20,375 at 6%.
200715$32$11,190$2,238iApproximate average salary by contribution assumption: employee only about $55,950 at 4% or $37,300 at 6%; with 50% employer match about $37,300 at 4% or $24,867 at 6%; with 100% employer match about $27,975 at 4% or $18,650 at 6%.
EVERETT HARRIS & COMPANY-FLEXIBLE BENEFITS PLAN-5$32$11,190$2,238iApproximate average salary by contribution assumption: employee only about $55,950 at 4% or $37,300 at 6%; with 50% employer match about $37,300 at 4% or $24,867 at 6%; with 100% employer match about $27,975 at 4% or $18,650 at 6%.
200616$110$14,800$2,467iApproximate average salary by contribution assumption: employee only about $61,667 at 4% or $41,111 at 6%; with 50% employer match about $41,111 at 4% or $27,407 at 6%; with 100% employer match about $30,833 at 4% or $20,556 at 6%.
EVERETT HARRIS & COMPANY-FLEXIBLE BENEFITS PLAN-6$110$14,800$2,467iApproximate average salary by contribution assumption: employee only about $61,667 at 4% or $41,111 at 6%; with 50% employer match about $41,111 at 4% or $27,407 at 6%; with 100% employer match about $30,833 at 4% or $20,556 at 6%.