Civic Intelligence

Happy Money Inc.

Plan context: Happy Money 401(K) Plan

EIN 26-4419538 • 10 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

132

2024 Assets

$17,031,634

2024 Contributions

$2,442,007

Historical Graphs

Total Assets Over Time

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

$17,031,634$8,515,817$0202020222024YearValue
$17,031,634Latest year 2024

Participants Over Time

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

4622310202020222024YearValue
132Latest 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
20242132$17,031,634$2,442,007$18,500iApproximate average salary by contribution assumption: employee only about $462,501 at 4% or $308,334 at 6%; with 50% employer match about $308,334 at 4% or $205,556 at 6%; with 100% employer match about $231,251 at 4% or $154,167 at 6%.
Happy Money 401(K) Plan-125$17,031,634$2,442,007$19,536iApproximate average salary by contribution assumption: employee only about $488,401 at 4% or $325,601 at 6%; with 50% employer match about $325,601 at 4% or $217,067 at 6%; with 100% employer match about $244,201 at 4% or $162,800 at 6%.
Happy Money Welfare Benefits Plan-132---
20232227$15,757,259$3,666,721$16,153iApproximate average salary by contribution assumption: employee only about $403,824 at 4% or $269,216 at 6%; with 50% employer match about $269,216 at 4% or $179,477 at 6%; with 100% employer match about $201,912 at 4% or $134,608 at 6%.
Happy Money 401(K) Plan-223$15,757,259$3,666,721$16,443iApproximate average salary by contribution assumption: employee only about $411,067 at 4% or $274,045 at 6%; with 50% employer match about $274,045 at 4% or $182,697 at 6%; with 100% employer match about $205,534 at 4% or $137,022 at 6%.
Happy Money Welfare Benefits Plan-227---
20222462$13,813,116$6,473,273$14,011iApproximate average salary by contribution assumption: employee only about $350,285 at 4% or $233,524 at 6%; with 50% employer match about $233,524 at 4% or $155,682 at 6%; with 100% employer match about $175,143 at 4% or $116,762 at 6%.
Happy Money 401(K) Plan-459$13,813,116$6,473,273$14,103iApproximate average salary by contribution assumption: employee only about $352,575 at 4% or $235,050 at 6%; with 50% employer match about $235,050 at 4% or $156,700 at 6%; with 100% employer match about $176,287 at 4% or $117,525 at 6%.
Happy Money Welfare Benefits Plan-462---
20212417$11,260,959$5,396,385$12,941iApproximate average salary by contribution assumption: employee only about $323,524 at 4% or $215,683 at 6%; with 50% employer match about $215,683 at 4% or $143,789 at 6%; with 100% employer match about $161,762 at 4% or $107,841 at 6%.
Happy Money 401(K) Plan-395$11,260,959$5,396,385$13,662iApproximate average salary by contribution assumption: employee only about $341,543 at 4% or $227,696 at 6%; with 50% employer match about $227,696 at 4% or $151,797 at 6%; with 100% employer match about $170,772 at 4% or $113,848 at 6%.
Happy Money Welfare Benefits Plan-417---
20202343$6,113,104$2,902,756$8,463iApproximate average salary by contribution assumption: employee only about $211,571 at 4% or $141,047 at 6%; with 50% employer match about $141,047 at 4% or $94,032 at 6%; with 100% employer match about $105,786 at 4% or $70,524 at 6%.
Happy Money 401(K) Plan-337$6,113,104$2,902,756$8,614iApproximate average salary by contribution assumption: employee only about $215,338 at 4% or $143,559 at 6%; with 50% employer match about $143,559 at 4% or $95,706 at 6%; with 100% employer match about $107,669 at 4% or $71,779 at 6%.
Happy Money Welfare Benefits Plan-343---