Harold Davidson & Associates Inc.
Plan context: Harold Davidson & Associates Inc. Profit Sharing Plan
EIN 95-2860614 • Los Angeles, CA • 45 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$2,803,205
2024 Contributions
$32,077
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 | 2 | 4 | $2,803,205 | $32,077 | $8,019iApproximate average salary by contribution assumption: employee only about $200,481 at 4% or $133,654 at 6%; with 50% employer match about $133,654 at 4% or $89,103 at 6%; with 100% employer match about $100,241 at 4% or $66,827 at 6%. |
| Harold Davidson & Associates Inc. Profit Sharing Plan | - | 3 | $1,966,624 | $0 | - |
| HAROLD DAVIDSON & ASSOCIATES, INC. 401(K) PLAN | - | 4 | $836,581 | $32,077 | $8,019iApproximate average salary by contribution assumption: employee only about $200,481 at 4% or $133,654 at 6%; with 50% employer match about $133,654 at 4% or $89,103 at 6%; with 100% employer match about $100,241 at 4% or $66,827 at 6%. |
| 2023 | 2 | 5 | $2,384,753 | $38,488 | $7,698iApproximate average salary by contribution assumption: employee only about $192,440 at 4% or $128,293 at 6%; with 50% employer match about $128,293 at 4% or $85,529 at 6%; with 100% employer match about $96,220 at 4% or $64,147 at 6%. |
| Harold Davidson & Associates Inc. Profit Sharing Plan | - | 3 | $1,732,480 | $0 | - |
| HAROLD DAVIDSON & ASSOCIATES, INC. 401(K) PLAN | - | 5 | $652,273 | $38,488 | $7,698iApproximate average salary by contribution assumption: employee only about $192,440 at 4% or $128,293 at 6%; with 50% employer match about $128,293 at 4% or $85,529 at 6%; with 100% employer match about $96,220 at 4% or $64,147 at 6%. |
| 2022 | 2 | 4 | $1,986,519 | $30,886 | $7,722iApproximate average salary by contribution assumption: employee only about $193,038 at 4% or $128,692 at 6%; with 50% employer match about $128,692 at 4% or $85,794 at 6%; with 100% employer match about $96,519 at 4% or $64,346 at 6%. |
| Harold Davidson & Associates Inc. Profit Sharing Plan | - | 2 | $1,515,033 | - | - |
| HAROLD DAVIDSON & ASSOCIATES, INC. 401(K) PLAN | - | 4 | $471,486 | $30,886 | $7,722iApproximate average salary by contribution assumption: employee only about $193,038 at 4% or $128,692 at 6%; with 50% employer match about $128,692 at 4% or $85,794 at 6%; with 100% employer match about $96,519 at 4% or $64,346 at 6%. |
| 2021 | 2 | 4 | $2,905,857 | $30,734 | $7,684iApproximate average salary by contribution assumption: employee only about $192,088 at 4% or $128,058 at 6%; with 50% employer match about $128,058 at 4% or $85,372 at 6%; with 100% employer match about $96,044 at 4% or $64,029 at 6%. |
| Harold Davidson & Associates Inc. Profit Sharing Plan | - | 2 | $2,298,319 | $0 | - |
| HAROLD DAVIDSON & ASSOCIATES, INC. 401(K) PLAN | - | 4 | $607,538 | $30,734 | $7,684iApproximate average salary by contribution assumption: employee only about $192,088 at 4% or $128,058 at 6%; with 50% employer match about $128,058 at 4% or $85,372 at 6%; with 100% employer match about $96,044 at 4% or $64,029 at 6%. |
| 2020 | 2 | 5 | $2,613,372 | $30,600 | $6,120iApproximate average salary by contribution assumption: employee only about $153,000 at 4% or $102,000 at 6%; with 50% employer match about $102,000 at 4% or $68,000 at 6%; with 100% employer match about $76,500 at 4% or $51,000 at 6%. |
| Harold Davidson & Associates Inc. Profit Sharing Plan | - | 2 | $2,085,261 | - | - |
| HAROLD DAVIDSON & ASSOCIATES, INC. 401(K) PLAN | - | 5 | $528,111 | $30,600 | $6,120iApproximate average salary by contribution assumption: employee only about $153,000 at 4% or $102,000 at 6%; with 50% employer match about $102,000 at 4% or $68,000 at 6%; with 100% employer match about $76,500 at 4% or $51,000 at 6%. |
| 2019 | 2 | 5 | $2,089,474 | $27,500 | $5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%. |
| Harold Davidson & Associates Inc. Profit Sharing Plan | - | 2 | $1,624,030 | $0 | - |
| HAROLD DAVIDSON & ASSOCIATES, INC. 401(K) PLAN | - | 5 | $465,444 | $27,500 | $5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%. |
| 2018 | 2 | 5 | $1,725,471 | $27,103 | $5,421iApproximate average salary by contribution assumption: employee only about $135,515 at 4% or $90,343 at 6%; with 50% employer match about $90,343 at 4% or $60,229 at 6%; with 100% employer match about $67,758 at 4% or $45,172 at 6%. |
| Harold Davidson & Associates Inc. Profit Sharing Plan | - | 2 | $1,351,096 | $0 | - |
| HAROLD DAVIDSON & ASSOCIATES, INC. 401(K) PLAN | - | 5 | $374,375 | $27,103 | $5,421iApproximate average salary by contribution assumption: employee only about $135,515 at 4% or $90,343 at 6%; with 50% employer match about $90,343 at 4% or $60,229 at 6%; with 100% employer match about $67,758 at 4% or $45,172 at 6%. |
| 2017 | 2 | 6 | $1,847,065 | $38,036 | $6,339iApproximate average salary by contribution assumption: employee only about $158,483 at 4% or $105,656 at 6%; with 50% employer match about $105,656 at 4% or $70,437 at 6%; with 100% employer match about $79,242 at 4% or $52,828 at 6%. |
| Harold Davidson & Associates Inc. Profit Sharing Plan | - | 2 | $1,461,903 | - | - |
| HAROLD DAVIDSON & ASSOCIATES, INC. 401(K) PLAN | - | 6 | $385,162 | $38,036 | $6,339iApproximate average salary by contribution assumption: employee only about $158,483 at 4% or $105,656 at 6%; with 50% employer match about $105,656 at 4% or $70,437 at 6%; with 100% employer match about $79,242 at 4% or $52,828 at 6%. |
| 2016 | 2 | 7 | $1,730,484 | $46,869 | $6,696iApproximate average salary by contribution assumption: employee only about $167,389 at 4% or $111,593 at 6%; with 50% employer match about $111,593 at 4% or $74,395 at 6%; with 100% employer match about $83,695 at 4% or $55,796 at 6%. |
| Harold Davidson & Associates Inc. Profit Sharing Plan | - | 2 | $1,295,067 | - | - |
| HAROLD DAVIDSON & ASSOCIATES, INC. 401(K) PLAN | - | 7 | $435,417 | $46,869 | $6,696iApproximate average salary by contribution assumption: employee only about $167,389 at 4% or $111,593 at 6%; with 50% employer match about $111,593 at 4% or $74,395 at 6%; with 100% employer match about $83,695 at 4% or $55,796 at 6%. |
| 2015 | 2 | 9 | $1,586,838 | $43,806 | $4,867iApproximate average salary by contribution assumption: employee only about $121,683 at 4% or $81,122 at 6%; with 50% employer match about $81,122 at 4% or $54,081 at 6%; with 100% employer match about $60,842 at 4% or $40,561 at 6%. |
| Harold Davidson & Associates Inc. Profit Sharing Plan | - | 2 | $1,223,956 | - | - |
| HAROLD DAVIDSON & ASSOCIATES, INC. 401(K) PLAN | - | 9 | $362,882 | $43,806 | $4,867iApproximate average salary by contribution assumption: employee only about $121,683 at 4% or $81,122 at 6%; with 50% employer match about $81,122 at 4% or $54,081 at 6%; with 100% employer match about $60,842 at 4% or $40,561 at 6%. |
| 2014 | 2 | 7 | $1,638,427 | $30,569 | $4,367iApproximate average salary by contribution assumption: employee only about $109,175 at 4% or $72,783 at 6%; with 50% employer match about $72,783 at 4% or $48,522 at 6%; with 100% employer match about $54,588 at 4% or $36,392 at 6%. |
| Harold Davidson & Associates Inc. Profit Sharing Plan | - | 2 | $1,293,809 | - | - |
| HAROLD DAVIDSON & ASSOCIATES, INC. 401(K) PLAN | - | 7 | $344,618 | $30,569 | $4,367iApproximate average salary by contribution assumption: employee only about $109,175 at 4% or $72,783 at 6%; with 50% employer match about $72,783 at 4% or $48,522 at 6%; with 100% employer match about $54,588 at 4% or $36,392 at 6%. |
| 2013 | 2 | 6 | $1,553,623 | $19,388 | $3,231iApproximate average salary by contribution assumption: employee only about $80,783 at 4% or $53,856 at 6%; with 50% employer match about $53,856 at 4% or $35,904 at 6%; with 100% employer match about $40,392 at 4% or $26,928 at 6%. |
| Harold Davidson & Associates Inc. Profit Sharing Plan | - | 2 | $1,258,501 | - | - |
| HAROLD DAVIDSON & ASSOCIATES, INC. 401(K) PLAN | - | 6 | $295,122 | $19,388 | $3,231iApproximate average salary by contribution assumption: employee only about $80,783 at 4% or $53,856 at 6%; with 50% employer match about $53,856 at 4% or $35,904 at 6%; with 100% employer match about $40,392 at 4% or $26,928 at 6%. |
| 2012 | 2 | 6 | $1,227,683 | $78,864 | $13,144iApproximate average salary by contribution assumption: employee only about $328,600 at 4% or $219,067 at 6%; with 50% employer match about $219,067 at 4% or $146,044 at 6%; with 100% employer match about $164,300 at 4% or $109,533 at 6%. |
| Harold Davidson & Associates Inc. Profit Sharing Plan | - | 2 | $990,418 | - | - |
| HAROLD DAVIDSON & ASSOCIATES, INC. 401(K) PLAN | - | 6 | $237,265 | $78,864 | $13,144iApproximate average salary by contribution assumption: employee only about $328,600 at 4% or $219,067 at 6%; with 50% employer match about $219,067 at 4% or $146,044 at 6%; with 100% employer match about $164,300 at 4% or $109,533 at 6%. |
| 2011 | 2 | 9 | $1,057,819 | $28,383 | $3,154iApproximate average salary by contribution assumption: employee only about $78,842 at 4% or $52,561 at 6%; with 50% employer match about $52,561 at 4% or $35,041 at 6%; with 100% employer match about $39,421 at 4% or $26,281 at 6%. |
| Harold Davidson & Associates Inc. Profit Sharing Plan | - | 2 | $899,393 | - | - |
| HAROLD DAVIDSON & ASSOCIATES, INC. 401(K) PLAN | - | 9 | $158,426 | $28,383 | $3,154iApproximate average salary by contribution assumption: employee only about $78,842 at 4% or $52,561 at 6%; with 50% employer match about $52,561 at 4% or $35,041 at 6%; with 100% employer match about $39,421 at 4% or $26,281 at 6%. |
| 2010 | 2 | 9 | $1,059,239 | $22,650 | $2,517iApproximate average salary by contribution assumption: employee only about $62,917 at 4% or $41,944 at 6%; with 50% employer match about $41,944 at 4% or $27,963 at 6%; with 100% employer match about $31,458 at 4% or $20,972 at 6%. |
| Harold Davidson & Associates Inc. Profit Sharing Plan | - | 2 | $922,143 | - | - |
| HAROLD DAVIDSON & ASSOCIATES, INC. 401(K) PLAN | - | 9 | $137,096 | $22,650 | $2,517iApproximate average salary by contribution assumption: employee only about $62,917 at 4% or $41,944 at 6%; with 50% employer match about $41,944 at 4% or $27,963 at 6%; with 100% employer match about $31,458 at 4% or $20,972 at 6%. |
| 2009 | 2 | 9 | $1,067,092 | $43,542 | $4,838iApproximate average salary by contribution assumption: employee only about $120,950 at 4% or $80,633 at 6%; with 50% employer match about $80,633 at 4% or $53,756 at 6%; with 100% employer match about $60,475 at 4% or $40,317 at 6%. |
| Harold Davidson & Associates Inc. Profit Sharing Plan | - | 2 | $862,885 | - | - |
| HAROLD DAVIDSON & ASSOCIATES, INC. 401(K) PLAN | - | 9 | $204,207 | $43,542 | $4,838iApproximate average salary by contribution assumption: employee only about $120,950 at 4% or $80,633 at 6%; with 50% employer match about $80,633 at 4% or $53,756 at 6%; with 100% employer match about $60,475 at 4% or $40,317 at 6%. |
| 2008 | 1 | 10 | $297,119 | $49,145 | $4,915iApproximate average salary by contribution assumption: employee only about $122,863 at 4% or $81,908 at 6%; with 50% employer match about $81,908 at 4% or $54,606 at 6%; with 100% employer match about $61,431 at 4% or $40,954 at 6%. |
| HAROLD DAVIDSON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 10 | $297,119 | $49,145 | $4,915iApproximate average salary by contribution assumption: employee only about $122,863 at 4% or $81,908 at 6%; with 50% employer match about $81,908 at 4% or $54,606 at 6%; with 100% employer match about $61,431 at 4% or $40,954 at 6%. |
| 2007 | 2 | 10 | $0 | $0 | - |
| Harold Davidson & Associates Inc. Profit Sharing Plan | - | 10 | - | - | - |
| HAROLD DAVIDSON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 10 | - | - | - |
| 2006 | 2 | 11 | $1,265,002 | $79,823 | $7,257iApproximate average salary by contribution assumption: employee only about $181,416 at 4% or $120,944 at 6%; with 50% employer match about $120,944 at 4% or $80,629 at 6%; with 100% employer match about $90,708 at 4% or $60,472 at 6%. |
| Harold Davidson & Associates Inc. Profit Sharing Plan | - | 11 | $1,124,754 | $10,000 | $909iApproximate average salary by contribution assumption: employee only about $22,727 at 4% or $15,152 at 6%; with 50% employer match about $15,152 at 4% or $10,101 at 6%; with 100% employer match about $11,364 at 4% or $7,576 at 6%. |
| HAROLD DAVIDSON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 11 | $140,248 | $69,823 | $6,348iApproximate average salary by contribution assumption: employee only about $158,689 at 4% or $105,792 at 6%; with 50% employer match about $105,792 at 4% or $70,528 at 6%; with 100% employer match about $79,344 at 4% or $52,896 at 6%. |
| 2005 | 2 | 10 | $1,054,005 | $49,838 | $4,984iApproximate average salary by contribution assumption: employee only about $124,595 at 4% or $83,063 at 6%; with 50% employer match about $83,063 at 4% or $55,376 at 6%; with 100% employer match about $62,298 at 4% or $41,532 at 6%. |
| Harold Davidson & Associates Inc. Profit Sharing Plan | - | 10 | $1,012,977 | $10,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| HAROLD DAVIDSON & ASSOCIATES 401 K PROFIT SHARING PLAN | - | 10 | $41,028 | $39,838 | $3,984iApproximate average salary by contribution assumption: employee only about $99,595 at 4% or $66,397 at 6%; with 50% employer match about $66,397 at 4% or $44,264 at 6%; with 100% employer match about $49,798 at 4% or $33,198 at 6%. |
| 2004 | 1 | 10 | $955,882 | $10,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| Harold Davidson & Associates Inc. Profit Sharing Plan | - | 10 | $955,882 | $10,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| 2003 | 1 | 9 | $884,851 | $10,000 | $1,111iApproximate average salary by contribution assumption: employee only about $27,778 at 4% or $18,519 at 6%; with 50% employer match about $18,519 at 4% or $12,346 at 6%; with 100% employer match about $13,889 at 4% or $9,259 at 6%. |
| Harold Davidson & Associates Inc. Profit Sharing Plan | - | 9 | $884,851 | $10,000 | $1,111iApproximate average salary by contribution assumption: employee only about $27,778 at 4% or $18,519 at 6%; with 50% employer match about $18,519 at 4% or $12,346 at 6%; with 100% employer match about $13,889 at 4% or $9,259 at 6%. |
| 2002 | 1 | 10 | $782,455 | $0 | - |
| Harold Davidson & Associates Inc. Profit Sharing Plan | - | 10 | $782,455 | - | - |
| 2001 | 1 | 8 | $826,413 | $0 | - |
| Harold Davidson & Associates Inc. Profit Sharing Plan | - | 8 | $826,413 | - | - |
| 2000 | 1 | 10 | $989,295 | $15,000 | $1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%. |
| Harold Davidson & Associates Inc. Profit Sharing Plan | - | 10 | $989,295 | $15,000 | $1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%. |
| 1999 | 1 | 7 | $1,281,204 | $15,000 | $2,143iApproximate average salary by contribution assumption: employee only about $53,571 at 4% or $35,714 at 6%; with 50% employer match about $35,714 at 4% or $23,810 at 6%; with 100% employer match about $26,786 at 4% or $17,857 at 6%. |
| Harold Davidson & Associates Inc. Profit Sharing Plan | - | 7 | $1,281,204 | $15,000 | $2,143iApproximate average salary by contribution assumption: employee only about $53,571 at 4% or $35,714 at 6%; with 50% employer match about $35,714 at 4% or $23,810 at 6%; with 100% employer match about $26,786 at 4% or $17,857 at 6%. |