Ivywise LLC
Plan context: Ivywise LLC 401(K) Profit Sharing Plan & Trust
EIN 36-4378684 • New York, NY • 11 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
47
2025 Assets
$6,266,490
2025 Contributions
$824,695
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 47 | $6,266,490 | $824,695 | $17,547iApproximate average salary by contribution assumption: employee only about $438,668 at 4% or $292,445 at 6%; with 50% employer match about $292,445 at 4% or $194,963 at 6%; with 100% employer match about $219,334 at 4% or $146,223 at 6%. |
| Ivywise LLC 401(K) Profit Sharing Plan & Trust | - | 47 | $6,266,490 | $824,695 | $17,547iApproximate average salary by contribution assumption: employee only about $438,668 at 4% or $292,445 at 6%; with 50% employer match about $292,445 at 4% or $194,963 at 6%; with 100% employer match about $219,334 at 4% or $146,223 at 6%. |
| 2024 | 1 | 44 | $4,539,862 | $946,177 | $21,504iApproximate average salary by contribution assumption: employee only about $537,601 at 4% or $358,400 at 6%; with 50% employer match about $358,400 at 4% or $238,934 at 6%; with 100% employer match about $268,800 at 4% or $179,200 at 6%. |
| Ivywise LLC 401(K) Profit Sharing Plan & Trust | - | 44 | $4,539,862 | $946,177 | $21,504iApproximate average salary by contribution assumption: employee only about $537,601 at 4% or $358,400 at 6%; with 50% employer match about $358,400 at 4% or $238,934 at 6%; with 100% employer match about $268,800 at 4% or $179,200 at 6%. |
| 2023 | 1 | 37 | $3,533,545 | $612,647 | $16,558iApproximate average salary by contribution assumption: employee only about $413,951 at 4% or $275,967 at 6%; with 50% employer match about $275,967 at 4% or $183,978 at 6%; with 100% employer match about $206,975 at 4% or $137,984 at 6%. |
| Ivywise LLC 401(K) Profit Sharing Plan & Trust | - | 37 | $3,533,545 | $612,647 | $16,558iApproximate average salary by contribution assumption: employee only about $413,951 at 4% or $275,967 at 6%; with 50% employer match about $275,967 at 4% or $183,978 at 6%; with 100% employer match about $206,975 at 4% or $137,984 at 6%. |
| 2022 | 1 | 31 | $2,451,959 | $499,887 | $16,125iApproximate average salary by contribution assumption: employee only about $403,135 at 4% or $268,756 at 6%; with 50% employer match about $268,756 at 4% or $179,171 at 6%; with 100% employer match about $201,567 at 4% or $134,378 at 6%. |
| Ivywise LLC 401(K) Profit Sharing Plan & Trust | - | 31 | $2,451,959 | $499,887 | $16,125iApproximate average salary by contribution assumption: employee only about $403,135 at 4% or $268,756 at 6%; with 50% employer match about $268,756 at 4% or $179,171 at 6%; with 100% employer match about $201,567 at 4% or $134,378 at 6%. |
| 2021 | 1 | 29 | $2,399,408 | $421,486 | $14,534iApproximate average salary by contribution assumption: employee only about $363,350 at 4% or $242,233 at 6%; with 50% employer match about $242,233 at 4% or $161,489 at 6%; with 100% employer match about $181,675 at 4% or $121,117 at 6%. |
| Ivywise LLC 401(K) Profit Sharing Plan & Trust | - | 29 | $2,399,408 | $421,486 | $14,534iApproximate average salary by contribution assumption: employee only about $363,350 at 4% or $242,233 at 6%; with 50% employer match about $242,233 at 4% or $161,489 at 6%; with 100% employer match about $181,675 at 4% or $121,117 at 6%. |
| 2020 | 1 | 24 | $1,716,022 | $275,112 | $11,463iApproximate average salary by contribution assumption: employee only about $286,575 at 4% or $191,050 at 6%; with 50% employer match about $191,050 at 4% or $127,367 at 6%; with 100% employer match about $143,288 at 4% or $95,525 at 6%. |
| Ivywise LLC 401(K) Profit Sharing Plan & Trust | - | 24 | $1,716,022 | $275,112 | $11,463iApproximate average salary by contribution assumption: employee only about $286,575 at 4% or $191,050 at 6%; with 50% employer match about $191,050 at 4% or $127,367 at 6%; with 100% employer match about $143,288 at 4% or $95,525 at 6%. |
| 2019 | 1 | 22 | $1,276,324 | $208,595 | $9,482iApproximate average salary by contribution assumption: employee only about $237,040 at 4% or $158,027 at 6%; with 50% employer match about $158,027 at 4% or $105,351 at 6%; with 100% employer match about $118,520 at 4% or $79,013 at 6%. |
| Ivywise LLC 401(K) Profit Sharing Plan & Trust | - | 22 | $1,276,324 | $208,595 | $9,482iApproximate average salary by contribution assumption: employee only about $237,040 at 4% or $158,027 at 6%; with 50% employer match about $158,027 at 4% or $105,351 at 6%; with 100% employer match about $118,520 at 4% or $79,013 at 6%. |
| 2018 | 1 | 19 | $991,820 | $171,716 | $9,038iApproximate average salary by contribution assumption: employee only about $225,942 at 4% or $150,628 at 6%; with 50% employer match about $150,628 at 4% or $100,419 at 6%; with 100% employer match about $112,971 at 4% or $75,314 at 6%. |
| Ivywise LLC 401(K) Profit Sharing Plan & Trust | - | 19 | $991,820 | $171,716 | $9,038iApproximate average salary by contribution assumption: employee only about $225,942 at 4% or $150,628 at 6%; with 50% employer match about $150,628 at 4% or $100,419 at 6%; with 100% employer match about $112,971 at 4% or $75,314 at 6%. |
| 2017 | 1 | 16 | $884,887 | $166,708 | $10,419iApproximate average salary by contribution assumption: employee only about $260,481 at 4% or $173,654 at 6%; with 50% employer match about $173,654 at 4% or $115,769 at 6%; with 100% employer match about $130,241 at 4% or $86,827 at 6%. |
| Ivywise LLC 401(K) Profit Sharing Plan & Trust | - | 16 | $884,887 | $166,708 | $10,419iApproximate average salary by contribution assumption: employee only about $260,481 at 4% or $173,654 at 6%; with 50% employer match about $173,654 at 4% or $115,769 at 6%; with 100% employer match about $130,241 at 4% or $86,827 at 6%. |
| 2016 | 1 | 11 | $602,266 | $120,542 | $10,958iApproximate average salary by contribution assumption: employee only about $273,959 at 4% or $182,639 at 6%; with 50% employer match about $182,639 at 4% or $121,760 at 6%; with 100% employer match about $136,980 at 4% or $91,320 at 6%. |
| Ivywise LLC 401(K) Profit Sharing Plan & Trust | - | 11 | $602,266 | $120,542 | $10,958iApproximate average salary by contribution assumption: employee only about $273,959 at 4% or $182,639 at 6%; with 50% employer match about $182,639 at 4% or $121,760 at 6%; with 100% employer match about $136,980 at 4% or $91,320 at 6%. |
| 2015 | 1 | 10 | $454,924 | $107,003 | $10,700iApproximate average salary by contribution assumption: employee only about $267,508 at 4% or $178,338 at 6%; with 50% employer match about $178,338 at 4% or $118,892 at 6%; with 100% employer match about $133,754 at 4% or $89,169 at 6%. |
| Ivywise LLC 401(K) Profit Sharing Plan & Trust | - | 10 | $454,924 | $107,003 | $10,700iApproximate average salary by contribution assumption: employee only about $267,508 at 4% or $178,338 at 6%; with 50% employer match about $178,338 at 4% or $118,892 at 6%; with 100% employer match about $133,754 at 4% or $89,169 at 6%. |