Civic Intelligence

Novy Financial LLC

Plan context: Novy Financial LLC 401(K) Profit Sharing Plan

EIN 26-4561588 • Madison, WI • 17 filings • 2 plans

437 South Yellowstone Dr.Suite 119Madison, WI 53572
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,631,071

2025 Contributions

$99,538

Historical Graphs

Total Assets Over Time

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

$1,905,119$952,560$0200920172025YearValue
$1,631,071Latest year 2025

Participants Over Time

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

320200920172025YearValue
3Latest 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
202513$1,631,071$99,538$33,179iApproximate average salary by contribution assumption: employee only about $829,483 at 4% or $552,989 at 6%; with 50% employer match about $552,989 at 4% or $368,659 at 6%; with 100% employer match about $414,742 at 4% or $276,494 at 6%.
Novy Financial LLC 401(K) Profit Sharing Plan-3$1,631,071$99,538$33,179iApproximate average salary by contribution assumption: employee only about $829,483 at 4% or $552,989 at 6%; with 50% employer match about $552,989 at 4% or $368,659 at 6%; with 100% employer match about $414,742 at 4% or $276,494 at 6%.
202413$1,905,119$108,711$36,237iApproximate average salary by contribution assumption: employee only about $905,925 at 4% or $603,950 at 6%; with 50% employer match about $603,950 at 4% or $402,633 at 6%; with 100% employer match about $452,963 at 4% or $301,975 at 6%.
Novy Financial LLC 401(K) Profit Sharing Plan-3$1,905,119$108,711$36,237iApproximate average salary by contribution assumption: employee only about $905,925 at 4% or $603,950 at 6%; with 50% employer match about $603,950 at 4% or $402,633 at 6%; with 100% employer match about $452,963 at 4% or $301,975 at 6%.
202313$1,646,363$131,205$43,735iApproximate average salary by contribution assumption: employee only about $1,093,375 at 4% or $728,917 at 6%; with 50% employer match about $728,917 at 4% or $485,944 at 6%; with 100% employer match about $546,688 at 4% or $364,458 at 6%.
Novy Financial LLC 401(K) Profit Sharing Plan-3$1,646,363$131,205$43,735iApproximate average salary by contribution assumption: employee only about $1,093,375 at 4% or $728,917 at 6%; with 50% employer match about $728,917 at 4% or $485,944 at 6%; with 100% employer match about $546,688 at 4% or $364,458 at 6%.
202213$1,486,707$206,029$68,676iApproximate average salary by contribution assumption: employee only about $1,716,908 at 4% or $1,144,606 at 6%; with 50% employer match about $1,144,606 at 4% or $763,070 at 6%; with 100% employer match about $858,454 at 4% or $572,303 at 6%.
Novy Financial LLC 401(K) Profit Sharing Plan-3$1,486,707$206,029$68,676iApproximate average salary by contribution assumption: employee only about $1,716,908 at 4% or $1,144,606 at 6%; with 50% employer match about $1,144,606 at 4% or $763,070 at 6%; with 100% employer match about $858,454 at 4% or $572,303 at 6%.
202113$1,272,954$60,105$20,035iApproximate average salary by contribution assumption: employee only about $500,875 at 4% or $333,917 at 6%; with 50% employer match about $333,917 at 4% or $222,611 at 6%; with 100% employer match about $250,438 at 4% or $166,958 at 6%.
Novy Financial LLC 401(K) Profit Sharing Plan-3$1,272,954$60,105$20,035iApproximate average salary by contribution assumption: employee only about $500,875 at 4% or $333,917 at 6%; with 50% employer match about $333,917 at 4% or $222,611 at 6%; with 100% employer match about $250,438 at 4% or $166,958 at 6%.
202013$1,213,616$95,976$31,992iApproximate average salary by contribution assumption: employee only about $799,800 at 4% or $533,200 at 6%; with 50% employer match about $533,200 at 4% or $355,467 at 6%; with 100% employer match about $399,900 at 4% or $266,600 at 6%.
Novy Financial LLC 401(K) Profit Sharing Plan-3$1,213,616$95,976$31,992iApproximate average salary by contribution assumption: employee only about $799,800 at 4% or $533,200 at 6%; with 50% employer match about $533,200 at 4% or $355,467 at 6%; with 100% employer match about $399,900 at 4% or $266,600 at 6%.
201913$1,064,254$128,578$42,859iApproximate average salary by contribution assumption: employee only about $1,071,483 at 4% or $714,322 at 6%; with 50% employer match about $714,322 at 4% or $476,215 at 6%; with 100% employer match about $535,742 at 4% or $357,161 at 6%.
Novy Financial LLC 401(K) Profit Sharing Plan-3$1,064,254$128,578$42,859iApproximate average salary by contribution assumption: employee only about $1,071,483 at 4% or $714,322 at 6%; with 50% employer match about $714,322 at 4% or $476,215 at 6%; with 100% employer match about $535,742 at 4% or $357,161 at 6%.
201813$889,210$175,099$58,366iApproximate average salary by contribution assumption: employee only about $1,459,158 at 4% or $972,772 at 6%; with 50% employer match about $972,772 at 4% or $648,515 at 6%; with 100% employer match about $729,579 at 4% or $486,386 at 6%.
Novy Financial LLC 401(K) Profit Sharing Plan-3$889,210$175,099$58,366iApproximate average salary by contribution assumption: employee only about $1,459,158 at 4% or $972,772 at 6%; with 50% employer match about $972,772 at 4% or $648,515 at 6%; with 100% employer match about $729,579 at 4% or $486,386 at 6%.
201713$733,566$47,105$15,702iApproximate average salary by contribution assumption: employee only about $392,542 at 4% or $261,694 at 6%; with 50% employer match about $261,694 at 4% or $174,463 at 6%; with 100% employer match about $196,271 at 4% or $130,847 at 6%.
Novy Financial LLC 401(K) Profit Sharing Plan-3$733,566$47,105$15,702iApproximate average salary by contribution assumption: employee only about $392,542 at 4% or $261,694 at 6%; with 50% employer match about $261,694 at 4% or $174,463 at 6%; with 100% employer match about $196,271 at 4% or $130,847 at 6%.
201613$682,855$104,720$34,907iApproximate average salary by contribution assumption: employee only about $872,667 at 4% or $581,778 at 6%; with 50% employer match about $581,778 at 4% or $387,852 at 6%; with 100% employer match about $436,333 at 4% or $290,889 at 6%.
Novy Financial LLC 401(K) Profit Sharing Plan-3$682,855$104,720$34,907iApproximate average salary by contribution assumption: employee only about $872,667 at 4% or $581,778 at 6%; with 50% employer match about $581,778 at 4% or $387,852 at 6%; with 100% employer match about $436,333 at 4% or $290,889 at 6%.
201513$574,360$88,468$29,489iApproximate average salary by contribution assumption: employee only about $737,233 at 4% or $491,489 at 6%; with 50% employer match about $491,489 at 4% or $327,659 at 6%; with 100% employer match about $368,617 at 4% or $245,744 at 6%.
Novy Financial LLC 401(K) Profit Sharing Plan-3$574,360$88,468$29,489iApproximate average salary by contribution assumption: employee only about $737,233 at 4% or $491,489 at 6%; with 50% employer match about $491,489 at 4% or $327,659 at 6%; with 100% employer match about $368,617 at 4% or $245,744 at 6%.
201413$515,592$108,102$36,034iApproximate average salary by contribution assumption: employee only about $900,850 at 4% or $600,567 at 6%; with 50% employer match about $600,567 at 4% or $400,378 at 6%; with 100% employer match about $450,425 at 4% or $300,283 at 6%.
Novy Financial LLC 401(K) Profit Sharing Plan-3$515,592$108,102$36,034iApproximate average salary by contribution assumption: employee only about $900,850 at 4% or $600,567 at 6%; with 50% employer match about $600,567 at 4% or $400,378 at 6%; with 100% employer match about $450,425 at 4% or $300,283 at 6%.
201312$446,807$102,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
Novy Financial LLC 401(K) Profit Sharing Plan-2$446,807$102,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
201213$385,206$102,930$34,310iApproximate average salary by contribution assumption: employee only about $857,750 at 4% or $571,833 at 6%; with 50% employer match about $571,833 at 4% or $381,222 at 6%; with 100% employer match about $428,875 at 4% or $285,917 at 6%.
Novy Financial LLC 401(K) Profit Sharing Plan-3$385,206$102,930$34,310iApproximate average salary by contribution assumption: employee only about $857,750 at 4% or $571,833 at 6%; with 50% employer match about $571,833 at 4% or $381,222 at 6%; with 100% employer match about $428,875 at 4% or $285,917 at 6%.
201113$288,131$105,330$35,110iApproximate average salary by contribution assumption: employee only about $877,750 at 4% or $585,167 at 6%; with 50% employer match about $585,167 at 4% or $390,111 at 6%; with 100% employer match about $438,875 at 4% or $292,583 at 6%.
Novy Financial LLC 401(K) Profit Sharing Plan-3$288,131$105,330$35,110iApproximate average salary by contribution assumption: employee only about $877,750 at 4% or $585,167 at 6%; with 50% employer match about $585,167 at 4% or $390,111 at 6%; with 100% employer match about $438,875 at 4% or $292,583 at 6%.
201013$173,991$103,000$34,333iApproximate average salary by contribution assumption: employee only about $858,333 at 4% or $572,222 at 6%; with 50% employer match about $572,222 at 4% or $381,481 at 6%; with 100% employer match about $429,167 at 4% or $286,111 at 6%.
Novy Financial LLC 401(K) Profit Sharing Plan-3$173,991$103,000$34,333iApproximate average salary by contribution assumption: employee only about $858,333 at 4% or $572,222 at 6%; with 50% employer match about $572,222 at 4% or $381,481 at 6%; with 100% employer match about $429,167 at 4% or $286,111 at 6%.
200913$68,547$68,583$22,861iApproximate average salary by contribution assumption: employee only about $571,525 at 4% or $381,017 at 6%; with 50% employer match about $381,017 at 4% or $254,011 at 6%; with 100% employer match about $285,763 at 4% or $190,508 at 6%.
Novy Financial LLC 401(K) Profit Sharing Plan-3$68,547$68,583$22,861iApproximate average salary by contribution assumption: employee only about $571,525 at 4% or $381,017 at 6%; with 50% employer match about $381,017 at 4% or $254,011 at 6%; with 100% employer match about $285,763 at 4% or $190,508 at 6%.