Harris Financial Advisors Inc.
Plan context: Harris Financial Advisors Inc. 401K Plan
EIN 95-4610928 • Torrance, CA • 29 filings • 2 plans
Current Snapshot
Latest Year
2020
2020 Participants
17
2020 Assets
$5,069,619
2020 Contributions
$292,732
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| Harris Financial Advisors Inc. 401K Plan | - | 0 | $0 | $0 | - |
| 2019 | 1 | 17 | $5,069,619 | $292,732 | $17,220iApproximate average salary by contribution assumption: employee only about $430,488 at 4% or $286,992 at 6%; with 50% employer match about $286,992 at 4% or $191,328 at 6%; with 100% employer match about $215,244 at 4% or $143,496 at 6%. |
| Harris Financial Advisors Inc. 401K Plan | - | 17 | $5,069,619 | $292,732 | $17,220iApproximate average salary by contribution assumption: employee only about $430,488 at 4% or $286,992 at 6%; with 50% employer match about $286,992 at 4% or $191,328 at 6%; with 100% employer match about $215,244 at 4% or $143,496 at 6%. |
| 2018 | 1 | 16 | $4,551,155 | $233,632 | $14,602iApproximate average salary by contribution assumption: employee only about $365,050 at 4% or $243,367 at 6%; with 50% employer match about $243,367 at 4% or $162,244 at 6%; with 100% employer match about $182,525 at 4% or $121,683 at 6%. |
| Harris Financial Advisors Inc. 401K Plan | - | 16 | $4,551,155 | $233,632 | $14,602iApproximate average salary by contribution assumption: employee only about $365,050 at 4% or $243,367 at 6%; with 50% employer match about $243,367 at 4% or $162,244 at 6%; with 100% employer match about $182,525 at 4% or $121,683 at 6%. |
| 2017 | 1 | 15 | $4,782,873 | $202,198 | $13,480iApproximate average salary by contribution assumption: employee only about $336,997 at 4% or $224,664 at 6%; with 50% employer match about $224,664 at 4% or $149,776 at 6%; with 100% employer match about $168,498 at 4% or $112,332 at 6%. |
| Harris Financial Advisors Inc. 401K Plan | - | 15 | $4,782,873 | $202,198 | $13,480iApproximate average salary by contribution assumption: employee only about $336,997 at 4% or $224,664 at 6%; with 50% employer match about $224,664 at 4% or $149,776 at 6%; with 100% employer match about $168,498 at 4% or $112,332 at 6%. |
| 2016 | 1 | 14 | $4,289,305 | $187,843 | $13,417iApproximate average salary by contribution assumption: employee only about $335,434 at 4% or $223,623 at 6%; with 50% employer match about $223,623 at 4% or $149,082 at 6%; with 100% employer match about $167,717 at 4% or $111,811 at 6%. |
| Harris Financial Advisors Inc. 401K Plan | - | 14 | $4,289,305 | $187,843 | $13,417iApproximate average salary by contribution assumption: employee only about $335,434 at 4% or $223,623 at 6%; with 50% employer match about $223,623 at 4% or $149,082 at 6%; with 100% employer match about $167,717 at 4% or $111,811 at 6%. |
| 2015 | 1 | 11 | $3,766,749 | $125,557 | $11,414iApproximate average salary by contribution assumption: employee only about $285,357 at 4% or $190,238 at 6%; with 50% employer match about $190,238 at 4% or $126,825 at 6%; with 100% employer match about $142,678 at 4% or $95,119 at 6%. |
| Harris Financial Advisors Inc. 401K Plan | - | 11 | $3,766,749 | $125,557 | $11,414iApproximate average salary by contribution assumption: employee only about $285,357 at 4% or $190,238 at 6%; with 50% employer match about $190,238 at 4% or $126,825 at 6%; with 100% employer match about $142,678 at 4% or $95,119 at 6%. |
| 2014 | 1 | 11 | $3,762,368 | $114,971 | $10,452iApproximate average salary by contribution assumption: employee only about $261,298 at 4% or $174,198 at 6%; with 50% employer match about $174,198 at 4% or $116,132 at 6%; with 100% employer match about $130,649 at 4% or $87,099 at 6%. |
| Harris Financial Advisors Inc. 401K Plan | - | 11 | $3,762,368 | $114,971 | $10,452iApproximate average salary by contribution assumption: employee only about $261,298 at 4% or $174,198 at 6%; with 50% employer match about $174,198 at 4% or $116,132 at 6%; with 100% employer match about $130,649 at 4% or $87,099 at 6%. |
| 2013 | 1 | 10 | $3,521,207 | $118,120 | $11,812iApproximate average salary by contribution assumption: employee only about $295,300 at 4% or $196,867 at 6%; with 50% employer match about $196,867 at 4% or $131,244 at 6%; with 100% employer match about $147,650 at 4% or $98,433 at 6%. |
| Harris Financial Advisors Inc. 401K Plan | - | 10 | $3,521,207 | $118,120 | $11,812iApproximate average salary by contribution assumption: employee only about $295,300 at 4% or $196,867 at 6%; with 50% employer match about $196,867 at 4% or $131,244 at 6%; with 100% employer match about $147,650 at 4% or $98,433 at 6%. |
| 2012 | 1 | 6 | $3,056,249 | $112,200 | $18,700iApproximate average salary by contribution assumption: employee only about $467,500 at 4% or $311,667 at 6%; with 50% employer match about $311,667 at 4% or $207,778 at 6%; with 100% employer match about $233,750 at 4% or $155,833 at 6%. |
| Harris Financial Advisors Inc. 401K Plan | - | 6 | $3,056,249 | $112,200 | $18,700iApproximate average salary by contribution assumption: employee only about $467,500 at 4% or $311,667 at 6%; with 50% employer match about $311,667 at 4% or $207,778 at 6%; with 100% employer match about $233,750 at 4% or $155,833 at 6%. |
| 2011 | 1 | 7 | $2,653,514 | $106,848 | $15,264iApproximate average salary by contribution assumption: employee only about $381,600 at 4% or $254,400 at 6%; with 50% employer match about $254,400 at 4% or $169,600 at 6%; with 100% employer match about $190,800 at 4% or $127,200 at 6%. |
| Harris Financial Advisors Inc. 401K Plan | - | 7 | $2,653,514 | $106,848 | $15,264iApproximate average salary by contribution assumption: employee only about $381,600 at 4% or $254,400 at 6%; with 50% employer match about $254,400 at 4% or $169,600 at 6%; with 100% employer match about $190,800 at 4% or $127,200 at 6%. |
| 2010 | 2 | 8 | $2,803,565 | $1,104,955 | $138,119iApproximate average salary by contribution assumption: employee only about $3,452,984 at 4% or $2,301,990 at 6%; with 50% employer match about $2,301,990 at 4% or $1,534,660 at 6%; with 100% employer match about $1,726,492 at 4% or $1,150,995 at 6%. |
| Harris Financial Advisors Inc. 401K Plan | - | 8 | $2,803,565 | $1,104,955 | $138,119iApproximate average salary by contribution assumption: employee only about $3,452,984 at 4% or $2,301,990 at 6%; with 50% employer match about $2,301,990 at 4% or $1,534,660 at 6%; with 100% employer match about $1,726,492 at 4% or $1,150,995 at 6%. |
| HARRIS FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN | - | 0 | $0 | - | - |
| 2009 | 2 | 9 | $3,047,647 | $1,633,131 | $181,459iApproximate average salary by contribution assumption: employee only about $4,536,475 at 4% or $3,024,317 at 6%; with 50% employer match about $3,024,317 at 4% or $2,016,211 at 6%; with 100% employer match about $2,268,238 at 4% or $1,512,158 at 6%. |
| Harris Financial Advisors Inc. 401K Plan | - | 9 | $2,134,215 | $1,531,131 | $170,126iApproximate average salary by contribution assumption: employee only about $4,253,142 at 4% or $2,835,428 at 6%; with 50% employer match about $2,835,428 at 4% or $1,890,285 at 6%; with 100% employer match about $2,126,571 at 4% or $1,417,714 at 6%. |
| HARRIS FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN | - | 8 | $913,432 | $102,000 | $12,750iApproximate average salary by contribution assumption: employee only about $318,750 at 4% or $212,500 at 6%; with 50% employer match about $212,500 at 4% or $141,667 at 6%; with 100% employer match about $159,375 at 4% or $106,250 at 6%. |
| 2008 | 2 | 9 | $1,037,142 | $195,238 | $21,693iApproximate average salary by contribution assumption: employee only about $542,328 at 4% or $361,552 at 6%; with 50% employer match about $361,552 at 4% or $241,035 at 6%; with 100% employer match about $271,164 at 4% or $180,776 at 6%. |
| HARRIS FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN | - | 7 | $638,116 | $100,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| Harris Financial Advisors Inc. 401K Plan | - | 9 | $399,026 | $95,238 | $10,582iApproximate average salary by contribution assumption: employee only about $264,550 at 4% or $176,367 at 6%; with 50% employer match about $176,367 at 4% or $117,578 at 6%; with 100% employer match about $132,275 at 4% or $88,183 at 6%. |
| 2007 | 2 | 8 | $0 | $0 | - |
| HARRIS FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN | - | 6 | - | - | - |
| Harris Financial Advisors Inc. 401K Plan | - | 8 | - | - | - |
| 2006 | 2 | 7 | $955,852 | $201,580 | $28,797iApproximate average salary by contribution assumption: employee only about $719,929 at 4% or $479,952 at 6%; with 50% employer match about $479,952 at 4% or $319,968 at 6%; with 100% employer match about $359,964 at 4% or $239,976 at 6%. |
| HARRIS FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN | - | 6 | $621,145 | $125,000 | $20,833iApproximate average salary by contribution assumption: employee only about $520,833 at 4% or $347,222 at 6%; with 50% employer match about $347,222 at 4% or $231,481 at 6%; with 100% employer match about $260,417 at 4% or $173,611 at 6%. |
| Harris Financial Advisors Inc. 401K Plan | - | 7 | $334,707 | $76,580 | $10,940iApproximate average salary by contribution assumption: employee only about $273,500 at 4% or $182,333 at 6%; with 50% employer match about $182,333 at 4% or $121,556 at 6%; with 100% employer match about $136,750 at 4% or $91,167 at 6%. |
| 2005 | 2 | 8 | $671,266 | $162,397 | $20,300iApproximate average salary by contribution assumption: employee only about $507,491 at 4% or $338,327 at 6%; with 50% employer match about $338,327 at 4% or $225,551 at 6%; with 100% employer match about $253,745 at 4% or $169,164 at 6%. |
| HARRIS FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $436,246 | $95,647 | $19,129iApproximate average salary by contribution assumption: employee only about $478,235 at 4% or $318,823 at 6%; with 50% employer match about $318,823 at 4% or $212,549 at 6%; with 100% employer match about $239,118 at 4% or $159,412 at 6%. |
| Harris Financial Advisors Inc. 401K Plan | - | 8 | $235,020 | $66,750 | $8,344iApproximate average salary by contribution assumption: employee only about $208,594 at 4% or $139,063 at 6%; with 50% employer match about $139,063 at 4% or $92,708 at 6%; with 100% employer match about $104,297 at 4% or $69,531 at 6%. |
| 2004 | 2 | 6 | $465,416 | $114,869 | $19,145iApproximate average salary by contribution assumption: employee only about $478,621 at 4% or $319,081 at 6%; with 50% employer match about $319,081 at 4% or $212,720 at 6%; with 100% employer match about $239,310 at 4% or $159,540 at 6%. |
| HARRIS FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $317,267 | $55,869 | $13,967iApproximate average salary by contribution assumption: employee only about $349,181 at 4% or $232,788 at 6%; with 50% employer match about $232,788 at 4% or $155,192 at 6%; with 100% employer match about $174,591 at 4% or $116,394 at 6%. |
| Harris Financial Advisors Inc. 401K Plan | - | 6 | $148,149 | $59,000 | $9,833iApproximate average salary by contribution assumption: employee only about $245,833 at 4% or $163,889 at 6%; with 50% employer match about $163,889 at 4% or $109,259 at 6%; with 100% employer match about $122,917 at 4% or $81,944 at 6%. |
| 2003 | 2 | 5 | $306,503 | $101,797 | $20,359iApproximate average salary by contribution assumption: employee only about $508,985 at 4% or $339,323 at 6%; with 50% employer match about $339,323 at 4% or $226,216 at 6%; with 100% employer match about $254,493 at 4% or $169,662 at 6%. |
| HARRIS FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $226,220 | $55,441 | $11,088iApproximate average salary by contribution assumption: employee only about $277,205 at 4% or $184,803 at 6%; with 50% employer match about $184,803 at 4% or $123,202 at 6%; with 100% employer match about $138,603 at 4% or $92,402 at 6%. |
| Harris Financial Advisors Inc. 401K Plan | - | 4 | $80,283 | $46,356 | $11,589iApproximate average salary by contribution assumption: employee only about $289,725 at 4% or $193,150 at 6%; with 50% employer match about $193,150 at 4% or $128,767 at 6%; with 100% employer match about $144,863 at 4% or $96,575 at 6%. |
| 2002 | 2 | 5 | $167,465 | $89,456 | $17,891iApproximate average salary by contribution assumption: employee only about $447,280 at 4% or $298,187 at 6%; with 50% employer match about $298,187 at 4% or $198,791 at 6%; with 100% employer match about $223,640 at 4% or $149,093 at 6%. |
| HARRIS FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $137,157 | $57,854 | $11,571iApproximate average salary by contribution assumption: employee only about $289,270 at 4% or $192,847 at 6%; with 50% employer match about $192,847 at 4% or $128,564 at 6%; with 100% employer match about $144,635 at 4% or $96,423 at 6%. |
| Harris Financial Advisors Inc. 401K Plan | - | 5 | $30,308 | $31,602 | $6,320iApproximate average salary by contribution assumption: employee only about $158,010 at 4% or $105,340 at 6%; with 50% employer match about $105,340 at 4% or $70,227 at 6%; with 100% employer match about $79,005 at 4% or $52,670 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| HARRIS FINANCIAL ADVISORS, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | - | - | - |