Civic Intelligence

Robert E. Harris Ins. Agency Inc.

Plan context: Robert E. Harris Ins. Agency Inc Retirement Savings Plan

EIN 95-2109946 • Costa Mesa, CA • 32 filings • 6 plans

3150 Bristol Street Suite 200Costa Mesa, CA 92626
Current Snapshot

Latest Year

2024

2024 Participants

28

2024 Assets

$2,309,281

2024 Contributions

$324,774

Historical Graphs

Total Assets Over Time

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

$2,347,285$1,173,643$0200620162024YearValue
$2,309,281Latest year 2024

Participants Over Time

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

29150200620152024YearValue
28Latest 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
2024128$2,309,281$324,774$11,599iApproximate average salary by contribution assumption: employee only about $289,977 at 4% or $193,318 at 6%; with 50% employer match about $193,318 at 4% or $128,879 at 6%; with 100% employer match about $144,988 at 4% or $96,659 at 6%.
Robert E. Harris Ins. Agency Inc Retirement Savings Plan-28$2,309,281$324,774$11,599iApproximate average salary by contribution assumption: employee only about $289,977 at 4% or $193,318 at 6%; with 50% employer match about $193,318 at 4% or $128,879 at 6%; with 100% employer match about $144,988 at 4% or $96,659 at 6%.
2023123$1,874,775$164,380$7,147iApproximate average salary by contribution assumption: employee only about $178,674 at 4% or $119,116 at 6%; with 50% employer match about $119,116 at 4% or $79,411 at 6%; with 100% employer match about $89,337 at 4% or $59,558 at 6%.
Robert E. Harris Ins. Agency Inc Retirement Savings Plan-23$1,874,775$164,380$7,147iApproximate average salary by contribution assumption: employee only about $178,674 at 4% or $119,116 at 6%; with 50% employer match about $119,116 at 4% or $79,411 at 6%; with 100% employer match about $89,337 at 4% or $59,558 at 6%.
2022120$1,544,880$151,519$7,576iApproximate average salary by contribution assumption: employee only about $189,399 at 4% or $126,266 at 6%; with 50% employer match about $126,266 at 4% or $84,177 at 6%; with 100% employer match about $94,699 at 4% or $63,133 at 6%.
Robert E. Harris Ins. Agency Inc Retirement Savings Plan-20$1,544,880$151,519$7,576iApproximate average salary by contribution assumption: employee only about $189,399 at 4% or $126,266 at 6%; with 50% employer match about $126,266 at 4% or $84,177 at 6%; with 100% employer match about $94,699 at 4% or $63,133 at 6%.
2021115$1,675,076$113,615$7,574iApproximate average salary by contribution assumption: employee only about $189,358 at 4% or $126,239 at 6%; with 50% employer match about $126,239 at 4% or $84,159 at 6%; with 100% employer match about $94,679 at 4% or $63,119 at 6%.
Robert E. Harris Ins. Agency Inc Retirement Savings Plan-15$1,675,076$113,615$7,574iApproximate average salary by contribution assumption: employee only about $189,358 at 4% or $126,239 at 6%; with 50% employer match about $126,239 at 4% or $84,159 at 6%; with 100% employer match about $94,679 at 4% or $63,119 at 6%.
2020118$1,991,862$153,893$8,550iApproximate average salary by contribution assumption: employee only about $213,740 at 4% or $142,494 at 6%; with 50% employer match about $142,494 at 4% or $94,996 at 6%; with 100% employer match about $106,870 at 4% or $71,247 at 6%.
Robert E. Harris Ins. Agency Inc Retirement Savings Plan-18$1,991,862$153,893$8,550iApproximate average salary by contribution assumption: employee only about $213,740 at 4% or $142,494 at 6%; with 50% employer match about $142,494 at 4% or $94,996 at 6%; with 100% employer match about $106,870 at 4% or $71,247 at 6%.
2019224$1,759,566$192,541$8,023iApproximate average salary by contribution assumption: employee only about $200,564 at 4% or $133,709 at 6%; with 50% employer match about $133,709 at 4% or $89,139 at 6%; with 100% employer match about $100,282 at 4% or $66,855 at 6%.
Robert E. Harris Ins. Agency Inc Retirement Savings Plan-24$1,747,816$180,791$7,533iApproximate average salary by contribution assumption: employee only about $188,324 at 4% or $125,549 at 6%; with 50% employer match about $125,549 at 4% or $83,700 at 6%; with 100% employer match about $94,162 at 4% or $62,775 at 6%.
Robert E. Harris Insurance Agency Inc. - 125 Cafeteria Plan-3$11,750$11,750$3,917iApproximate average salary by contribution assumption: employee only about $97,917 at 4% or $65,278 at 6%; with 50% employer match about $65,278 at 4% or $43,519 at 6%; with 100% employer match about $48,958 at 4% or $32,639 at 6%.
2018229$1,960,719$188,921$6,515iApproximate average salary by contribution assumption: employee only about $162,863 at 4% or $108,575 at 6%; with 50% employer match about $108,575 at 4% or $72,384 at 6%; with 100% employer match about $81,431 at 4% or $54,288 at 6%.
Robert E. Harris Ins. Agency Inc Retirement Savings Plan-29$1,944,168$172,370$5,944iApproximate average salary by contribution assumption: employee only about $148,595 at 4% or $99,063 at 6%; with 50% employer match about $99,063 at 4% or $66,042 at 6%; with 100% employer match about $74,297 at 4% or $49,532 at 6%.
Robert E. Harris Insurance Agency Inc. - 125 Cafeteria Plan-8$16,551$16,551$2,069iApproximate average salary by contribution assumption: employee only about $51,722 at 4% or $34,481 at 6%; with 50% employer match about $34,481 at 4% or $22,988 at 6%; with 100% employer match about $25,861 at 4% or $17,241 at 6%.
2017228$2,347,285$215,236$7,687iApproximate average salary by contribution assumption: employee only about $192,175 at 4% or $128,117 at 6%; with 50% employer match about $128,117 at 4% or $85,411 at 6%; with 100% employer match about $96,088 at 4% or $64,058 at 6%.
Robert E. Harris Ins. Agency Inc Retirement Savings Plan-28$2,336,154$204,105$7,289iApproximate average salary by contribution assumption: employee only about $182,237 at 4% or $121,491 at 6%; with 50% employer match about $121,491 at 4% or $80,994 at 6%; with 100% employer match about $91,118 at 4% or $60,746 at 6%.
Robert E. Harris Insurance Agency Inc. - 125 Cafeteria Plan-6$11,131$11,131$1,855iApproximate average salary by contribution assumption: employee only about $46,379 at 4% or $30,919 at 6%; with 50% employer match about $30,919 at 4% or $20,613 at 6%; with 100% employer match about $23,190 at 4% or $15,460 at 6%.
2016228$17,620$17,620$629iApproximate average salary by contribution assumption: employee only about $15,732 at 4% or $10,488 at 6%; with 50% employer match about $10,488 at 4% or $6,992 at 6%; with 100% employer match about $7,866 at 4% or $5,244 at 6%.
Robert E. Harris Insurance Agency Inc. - 125 Cafeteria Plan-13$17,620$17,620$1,355iApproximate average salary by contribution assumption: employee only about $33,885 at 4% or $22,590 at 6%; with 50% employer match about $22,590 at 4% or $15,060 at 6%; with 100% employer match about $16,942 at 4% or $11,295 at 6%.
Robert E. Harris Ins. Agency Inc Retirement Savings Plan-28$0--
2015228$2,248,896$308,570$11,020iApproximate average salary by contribution assumption: employee only about $275,509 at 4% or $183,673 at 6%; with 50% employer match about $183,673 at 4% or $122,448 at 6%; with 100% employer match about $137,754 at 4% or $91,836 at 6%.
Robert E. Harris Ins. Agency Inc Retirement Savings Plan-28$2,233,830$293,504$10,482iApproximate average salary by contribution assumption: employee only about $262,057 at 4% or $174,705 at 6%; with 50% employer match about $174,705 at 4% or $116,470 at 6%; with 100% employer match about $131,029 at 4% or $87,352 at 6%.
Robert E. Harris Insurance Agency Inc. - 125 Cafeteria Plan-11$15,066$15,066$1,370iApproximate average salary by contribution assumption: employee only about $34,241 at 4% or $22,827 at 6%; with 50% employer match about $22,827 at 4% or $15,218 at 6%; with 100% employer match about $17,120 at 4% or $11,414 at 6%.
2014222$1,962,420$186,349$8,470iApproximate average salary by contribution assumption: employee only about $211,760 at 4% or $141,173 at 6%; with 50% employer match about $141,173 at 4% or $94,116 at 6%; with 100% employer match about $105,880 at 4% or $70,587 at 6%.
Robert E. Harris Ins. Agency Inc Retirement Savings Plan-22$1,961,453$174,576$7,935iApproximate average salary by contribution assumption: employee only about $198,382 at 4% or $132,255 at 6%; with 50% employer match about $132,255 at 4% or $88,170 at 6%; with 100% employer match about $99,191 at 4% or $66,127 at 6%.
Robert E. Harris Insurance Agency Inc. - 125 Cafeteria Plan-10$967$11,773$1,177iApproximate average salary by contribution assumption: employee only about $29,433 at 4% or $19,622 at 6%; with 50% employer match about $19,622 at 4% or $13,081 at 6%; with 100% employer match about $14,716 at 4% or $9,811 at 6%.
2013216$1,711,183$96,859$6,054iApproximate average salary by contribution assumption: employee only about $151,342 at 4% or $100,895 at 6%; with 50% employer match about $100,895 at 4% or $67,263 at 6%; with 100% employer match about $75,671 at 4% or $50,447 at 6%.
Robert E. Harris Ins. Agency Inc Retirement Savings Plan-16$1,710,919$90,599$5,662iApproximate average salary by contribution assumption: employee only about $141,561 at 4% or $94,374 at 6%; with 50% employer match about $94,374 at 4% or $62,916 at 6%; with 100% employer match about $70,780 at 4% or $47,187 at 6%.
Robert E. Harris Insurance Agency Inc. - 125 Cafeteria Plan-8$264$6,260$783iApproximate average salary by contribution assumption: employee only about $19,563 at 4% or $13,042 at 6%; with 50% employer match about $13,042 at 4% or $8,694 at 6%; with 100% employer match about $9,781 at 4% or $6,521 at 6%.
2012214$1,404,687$65,918$4,708iApproximate average salary by contribution assumption: employee only about $117,711 at 4% or $78,474 at 6%; with 50% employer match about $78,474 at 4% or $52,316 at 6%; with 100% employer match about $58,855 at 4% or $39,237 at 6%.
Robert E. Harris Ins. Agency Inc Retirement Savings Plan-14$1,402,618$58,309$4,165iApproximate average salary by contribution assumption: employee only about $104,123 at 4% or $69,415 at 6%; with 50% employer match about $69,415 at 4% or $46,277 at 6%; with 100% employer match about $52,062 at 4% or $34,708 at 6%.
Robert E. Harris Insurance Agency Inc. - 125 Cafeteria Plan-7$2,069$7,609$1,087iApproximate average salary by contribution assumption: employee only about $27,175 at 4% or $18,117 at 6%; with 50% employer match about $18,117 at 4% or $12,078 at 6%; with 100% employer match about $13,588 at 4% or $9,058 at 6%.
2011214$1,215,325$79,938$5,710iApproximate average salary by contribution assumption: employee only about $142,746 at 4% or $95,164 at 6%; with 50% employer match about $95,164 at 4% or $63,443 at 6%; with 100% employer match about $71,373 at 4% or $47,582 at 6%.
Robert E. Harris Ins. Agency Inc Retirement Savings Plan-14$1,214,869$70,678$5,048iApproximate average salary by contribution assumption: employee only about $126,211 at 4% or $84,140 at 6%; with 50% employer match about $84,140 at 4% or $56,094 at 6%; with 100% employer match about $63,105 at 4% or $42,070 at 6%.
Robert E. Harris Insurance Agency Inc. - 125 Cafeteria Plan-6$456$9,260$1,543iApproximate average salary by contribution assumption: employee only about $38,583 at 4% or $25,722 at 6%; with 50% employer match about $25,722 at 4% or $17,148 at 6%; with 100% employer match about $19,292 at 4% or $12,861 at 6%.
2010215$1,153,192$95,108$6,341iApproximate average salary by contribution assumption: employee only about $158,513 at 4% or $105,676 at 6%; with 50% employer match about $105,676 at 4% or $70,450 at 6%; with 100% employer match about $79,257 at 4% or $52,838 at 6%.
Robert E. Harris Ins. Agency Inc Retirement Savings Plan-15$1,153,155$84,792$5,653iApproximate average salary by contribution assumption: employee only about $141,320 at 4% or $94,213 at 6%; with 50% employer match about $94,213 at 4% or $62,809 at 6%; with 100% employer match about $70,660 at 4% or $47,107 at 6%.
Robert E. Harris Insurance Agency Inc. - 125 Cafeteria Plan-7$37$10,316$1,474iApproximate average salary by contribution assumption: employee only about $36,843 at 4% or $24,562 at 6%; with 50% employer match about $24,562 at 4% or $16,375 at 6%; with 100% employer match about $18,421 at 4% or $12,281 at 6%.
2009214$977,099$93,194$6,657iApproximate average salary by contribution assumption: employee only about $166,418 at 4% or $110,945 at 6%; with 50% employer match about $110,945 at 4% or $73,963 at 6%; with 100% employer match about $83,209 at 4% or $55,473 at 6%.
Robert E. Harris Ins. Agency Inc Retirement Savings Plan-14$976,864$84,934$6,067iApproximate average salary by contribution assumption: employee only about $151,668 at 4% or $101,112 at 6%; with 50% employer match about $101,112 at 4% or $67,408 at 6%; with 100% employer match about $75,834 at 4% or $50,556 at 6%.
Robert E. Harris Insurance Agency Inc. - 125 Cafeteria Plan-6$235$8,260$1,377iApproximate average salary by contribution assumption: employee only about $34,417 at 4% or $22,944 at 6%; with 50% employer match about $22,944 at 4% or $15,296 at 6%; with 100% employer match about $17,208 at 4% or $11,472 at 6%.
2008215$878,032$104,935$6,996iApproximate average salary by contribution assumption: employee only about $174,892 at 4% or $116,594 at 6%; with 50% employer match about $116,594 at 4% or $77,730 at 6%; with 100% employer match about $87,446 at 4% or $58,297 at 6%.
Robert E. Harris Ins. Agency Inc Retirement Savings Plan-15$878,032$104,935$6,996iApproximate average salary by contribution assumption: employee only about $174,892 at 4% or $116,594 at 6%; with 50% employer match about $116,594 at 4% or $77,730 at 6%; with 100% employer match about $87,446 at 4% or $58,297 at 6%.
Robert E. Harris Insurance Agency Inc. - 125 Cafeteria Plan-7---
2007110$0$0-
Robert E. Harris Insurance Agency Inc. - 125 Cafeteria Plan-10---
2006215$1,068,911$171,286$11,419iApproximate average salary by contribution assumption: employee only about $285,477 at 4% or $190,318 at 6%; with 50% employer match about $190,318 at 4% or $126,879 at 6%; with 100% employer match about $142,738 at 4% or $95,159 at 6%.
Robert E. Harris Ins. Agency Inc Retirement Savings Plan-15$1,068,298$156,226$10,415iApproximate average salary by contribution assumption: employee only about $260,377 at 4% or $173,584 at 6%; with 50% employer match about $173,584 at 4% or $115,723 at 6%; with 100% employer match about $130,188 at 4% or $86,792 at 6%.
Robert E. Harris Insurance Agency Inc. - 125 Cafeteria Plan-10$613$15,060$1,506iApproximate average salary by contribution assumption: employee only about $37,650 at 4% or $25,100 at 6%; with 50% employer match about $25,100 at 4% or $16,733 at 6%; with 100% employer match about $18,825 at 4% or $12,550 at 6%.