Civic Intelligence

SAFE HARBOR WEALTH MGMT., INC.

Plan context: SAFE HARBOR INVESTMENTS 401(K) PLAN

EIN 22-3832991 • Toms River, NJ • 8 filings • 1 plans

672 Commons WayToms River, NJ 08755
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$850,040

2025 Contributions

$94,350

Historical Graphs

Total Assets Over Time

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

$850,040$425,020$0201820222025YearValue
$850,040Latest year 2025

Participants Over Time

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

210201820222025YearValue
2Latest year 2025

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
202512$850,040$94,350$47,175iApproximate average salary by contribution assumption: employee only about $1,179,375 at 4% or $786,250 at 6%; with 50% employer match about $786,250 at 4% or $524,167 at 6%; with 100% employer match about $589,688 at 4% or $393,125 at 6%.
SAFE HARBOR INVESTMENTS 401(K) PLAN-2$850,040$94,350$47,175iApproximate average salary by contribution assumption: employee only about $1,179,375 at 4% or $786,250 at 6%; with 50% employer match about $786,250 at 4% or $524,167 at 6%; with 100% employer match about $589,688 at 4% or $393,125 at 6%.
202412$622,828$41,766$20,883iApproximate average salary by contribution assumption: employee only about $522,075 at 4% or $348,050 at 6%; with 50% employer match about $348,050 at 4% or $232,033 at 6%; with 100% employer match about $261,038 at 4% or $174,025 at 6%.
SAFE HARBOR INVESTMENTS 401(K) PLAN-2$622,828$41,766$20,883iApproximate average salary by contribution assumption: employee only about $522,075 at 4% or $348,050 at 6%; with 50% employer match about $348,050 at 4% or $232,033 at 6%; with 100% employer match about $261,038 at 4% or $174,025 at 6%.
202312$480,674$40,211$20,106iApproximate average salary by contribution assumption: employee only about $502,638 at 4% or $335,092 at 6%; with 50% employer match about $335,092 at 4% or $223,394 at 6%; with 100% employer match about $251,319 at 4% or $167,546 at 6%.
SAFE HARBOR INVESTMENTS 401(K) PLAN-2$480,674$40,211$20,106iApproximate average salary by contribution assumption: employee only about $502,638 at 4% or $335,092 at 6%; with 50% employer match about $335,092 at 4% or $223,394 at 6%; with 100% employer match about $251,319 at 4% or $167,546 at 6%.
202212$338,846$78,652$39,326iApproximate average salary by contribution assumption: employee only about $983,150 at 4% or $655,433 at 6%; with 50% employer match about $655,433 at 4% or $436,956 at 6%; with 100% employer match about $491,575 at 4% or $327,717 at 6%.
SAFE HARBOR INVESTMENTS 401(K) PLAN-2$338,846$78,652$39,326iApproximate average salary by contribution assumption: employee only about $983,150 at 4% or $655,433 at 6%; with 50% employer match about $655,433 at 4% or $436,956 at 6%; with 100% employer match about $491,575 at 4% or $327,717 at 6%.
202112$358,613$73,734$36,867iApproximate average salary by contribution assumption: employee only about $921,675 at 4% or $614,450 at 6%; with 50% employer match about $614,450 at 4% or $409,633 at 6%; with 100% employer match about $460,838 at 4% or $307,225 at 6%.
SAFE HARBOR INVESTMENTS 401(K) PLAN-2$358,613$73,734$36,867iApproximate average salary by contribution assumption: employee only about $921,675 at 4% or $614,450 at 6%; with 50% employer match about $614,450 at 4% or $409,633 at 6%; with 100% employer match about $460,838 at 4% or $307,225 at 6%.
202012$236,584$70,515$35,258iApproximate average salary by contribution assumption: employee only about $881,438 at 4% or $587,625 at 6%; with 50% employer match about $587,625 at 4% or $391,750 at 6%; with 100% employer match about $440,719 at 4% or $293,813 at 6%.
SAFE HARBOR INVESTMENTS 401(K) PLAN-2$236,584$70,515$35,258iApproximate average salary by contribution assumption: employee only about $881,438 at 4% or $587,625 at 6%; with 50% employer match about $587,625 at 4% or $391,750 at 6%; with 100% employer match about $440,719 at 4% or $293,813 at 6%.
201912$142,262$65,529$32,765iApproximate average salary by contribution assumption: employee only about $819,113 at 4% or $546,075 at 6%; with 50% employer match about $546,075 at 4% or $364,050 at 6%; with 100% employer match about $409,556 at 4% or $273,038 at 6%.
SAFE HARBOR INVESTMENTS 401(K) PLAN-2$142,262$65,529$32,765iApproximate average salary by contribution assumption: employee only about $819,113 at 4% or $546,075 at 6%; with 50% employer match about $546,075 at 4% or $364,050 at 6%; with 100% employer match about $409,556 at 4% or $273,038 at 6%.
201812$58,018$64,202$32,101iApproximate average salary by contribution assumption: employee only about $802,525 at 4% or $535,017 at 6%; with 50% employer match about $535,017 at 4% or $356,678 at 6%; with 100% employer match about $401,263 at 4% or $267,508 at 6%.
SAFE HARBOR INVESTMENTS 401(K) PLAN-2$58,018$64,202$32,101iApproximate average salary by contribution assumption: employee only about $802,525 at 4% or $535,017 at 6%; with 50% employer match about $535,017 at 4% or $356,678 at 6%; with 100% employer match about $401,263 at 4% or $267,508 at 6%.