Fairhaven Financial Advisory Corp.
Plan context: Fairhaven Financial Advisory Corporation Profit Sharing Plan & Trust
EIN 38-3316097 • East Lansing, MI • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$2,878,279
2024 Contributions
$100,000
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 7 | $2,878,279 | $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%. |
| Fairhaven Financial Advisory Corporation Profit Sharing Plan & Trust | - | 7 | $2,878,279 | $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%. |
| 2023 | 1 | 7 | $2,326,453 | $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%. |
| Fairhaven Financial Advisory Corporation Profit Sharing Plan & Trust | - | 7 | $2,326,453 | $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%. |
| 2022 | 1 | 7 | $1,815,616 | $80,000 | $11,429iApproximate average salary by contribution assumption: employee only about $285,714 at 4% or $190,476 at 6%; with 50% employer match about $190,476 at 4% or $126,984 at 6%; with 100% employer match about $142,857 at 4% or $95,238 at 6%. |
| Fairhaven Financial Advisory Corporation Profit Sharing Plan & Trust | - | 7 | $1,815,616 | $80,000 | $11,429iApproximate average salary by contribution assumption: employee only about $285,714 at 4% or $190,476 at 6%; with 50% employer match about $190,476 at 4% or $126,984 at 6%; with 100% employer match about $142,857 at 4% or $95,238 at 6%. |
| 2021 | 1 | 7 | $2,113,996 | $80,000 | $11,429iApproximate average salary by contribution assumption: employee only about $285,714 at 4% or $190,476 at 6%; with 50% employer match about $190,476 at 4% or $126,984 at 6%; with 100% employer match about $142,857 at 4% or $95,238 at 6%. |
| Fairhaven Financial Advisory Corporation Profit Sharing Plan & Trust | - | 7 | $2,113,996 | $80,000 | $11,429iApproximate average salary by contribution assumption: employee only about $285,714 at 4% or $190,476 at 6%; with 50% employer match about $190,476 at 4% or $126,984 at 6%; with 100% employer match about $142,857 at 4% or $95,238 at 6%. |
| 2020 | 1 | 7 | $1,710,897 | $50,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| Fairhaven Financial Advisory Corporation Profit Sharing Plan & Trust | - | 7 | $1,710,897 | $50,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| 2019 | 1 | 7 | $1,405,304 | $40,000 | $5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%. |
| Fairhaven Financial Advisory Corporation Profit Sharing Plan & Trust | - | 7 | $1,405,304 | $40,000 | $5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%. |
| 2018 | 1 | 7 | $1,116,626 | $40,000 | $5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%. |
| Fairhaven Financial Advisory Corporation Profit Sharing Plan & Trust | - | 7 | $1,116,626 | $40,000 | $5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%. |
| 2017 | 1 | 5 | $1,128,560 | $10,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| Fairhaven Financial Advisory Corporation Profit Sharing Plan & Trust | - | 5 | $1,128,560 | $10,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| 2016 | 1 | 4 | $956,144 | $0 | - |
| Fairhaven Financial Advisory Corporation Profit Sharing Plan & Trust | - | 4 | $956,144 | - | - |
| 2015 | 1 | 4 | $883,502 | $20,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Fairhaven Financial Advisory Corporation Profit Sharing Plan & Trust | - | 4 | $883,502 | $20,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2014 | 1 | 4 | $876,006 | $20,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Fairhaven Financial Advisory Corporation Profit Sharing Plan & Trust | - | 4 | $876,006 | $20,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2013 | 1 | 4 | $824,471 | $10,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| Fairhaven Financial Advisory Corporation Profit Sharing Plan & Trust | - | 4 | $824,471 | $10,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| 2012 | 1 | 2 | $695,313 | $0 | - |
| Fairhaven Financial Advisory Corporation Profit Sharing Plan & Trust | - | 2 | $695,313 | - | - |
| 2011 | 1 | 2 | $632,092 | $0 | - |
| Fairhaven Financial Advisory Corporation Profit Sharing Plan & Trust | - | 2 | $632,092 | - | - |
| 2010 | 1 | 2 | $653,297 | $0 | - |
| Fairhaven Financial Advisory Corporation Profit Sharing Plan & Trust | - | 2 | $653,297 | - | - |
| 2009 | 1 | 3 | $604,582 | $0 | - |
| Fairhaven Financial Advisory Corporation Profit Sharing Plan & Trust | - | 3 | $604,582 | - | - |
| 2008 | 1 | 4 | $518,108 | $0 | - |
| Fairhaven Financial Advisory Corporation Profit Sharing Plan & Trust | - | 4 | $518,108 | - | - |
| 2007 | 1 | 3 | $684,628 | $0 | - |
| Fairhaven Financial Advisory Corporation Profit Sharing Plan & Trust | - | 3 | $684,628 | - | - |
| 2006 | 1 | 3 | $654,446 | $0 | - |
| Fairhaven Financial Advisory Corporation Profit Sharing Plan & Trust | - | 3 | $654,446 | - | - |
| 2005 | 1 | 3 | $580,100 | $12,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| Fairhaven Financial Advisory Corporation Profit Sharing Plan & Trust | - | 3 | $580,100 | $12,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| 2004 | 1 | 4 | $575,170 | $0 | - |
| Fairhaven Financial Advisory Corporation Profit Sharing Plan & Trust | - | 4 | $575,170 | - | - |
| 2003 | 1 | 4 | $546,898 | $20,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Fairhaven Financial Advisory Corporation Profit Sharing Plan & Trust | - | 4 | $546,898 | $20,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2002 | 1 | 4 | $455,760 | $0 | - |
| Fairhaven Financial Advisory Corporation Profit Sharing Plan & Trust | - | 4 | $455,760 | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Fairhaven Financial Advisory Corporation Profit Sharing Plan & Trust | - | 3 | - | - | - |
| 2000 | 1 | 3 | $116,371 | $35,160 | $11,720iApproximate average salary by contribution assumption: employee only about $293,000 at 4% or $195,333 at 6%; with 50% employer match about $195,333 at 4% or $130,222 at 6%; with 100% employer match about $146,500 at 4% or $97,667 at 6%. |
| Fairhaven Financial Advisory Corporation Profit Sharing Plan & Trust | - | 3 | $116,371 | $35,160 | $11,720iApproximate average salary by contribution assumption: employee only about $293,000 at 4% or $195,333 at 6%; with 50% employer match about $195,333 at 4% or $130,222 at 6%; with 100% employer match about $146,500 at 4% or $97,667 at 6%. |
| 1999 | 1 | 3 | $87,278 | $29,582 | $9,861iApproximate average salary by contribution assumption: employee only about $246,517 at 4% or $164,344 at 6%; with 50% employer match about $164,344 at 4% or $109,563 at 6%; with 100% employer match about $123,258 at 4% or $82,172 at 6%. |
| Fairhaven Financial Advisory Corporation Profit Sharing Plan & Trust | - | 3 | $87,278 | $29,582 | $9,861iApproximate average salary by contribution assumption: employee only about $246,517 at 4% or $164,344 at 6%; with 50% employer match about $164,344 at 4% or $109,563 at 6%; with 100% employer match about $123,258 at 4% or $82,172 at 6%. |