Current Snapshot
Latest Year
2024
2024 Participants
222
2024 Assets
$2,978,940
2024 Contributions
$1,441,955
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 | 2 | 222 | $2,978,940 | $1,441,955 | $6,495iApproximate average salary by contribution assumption: employee only about $162,382 at 4% or $108,255 at 6%; with 50% employer match about $108,255 at 4% or $72,170 at 6%; with 100% employer match about $81,191 at 4% or $54,127 at 6%. |
| Havenly 401(K) Plan | - | 222 | $2,978,940 | $1,441,955 | $6,495iApproximate average salary by contribution assumption: employee only about $162,382 at 4% or $108,255 at 6%; with 50% employer match about $108,255 at 4% or $72,170 at 6%; with 100% employer match about $81,191 at 4% or $54,127 at 6%. |
| Havenly Inc Employee Health and Welfare Benefits Plan | - | 167 | - | - | - |
| 2023 | 2 | 155 | $1,933,163 | $716,949 | $4,625iApproximate average salary by contribution assumption: employee only about $115,637 at 4% or $77,091 at 6%; with 50% employer match about $77,091 at 4% or $51,394 at 6%; with 100% employer match about $57,818 at 4% or $38,546 at 6%. |
| Havenly 401(K) Plan | - | 73 | $1,933,163 | $716,949 | $9,821iApproximate average salary by contribution assumption: employee only about $245,530 at 4% or $163,687 at 6%; with 50% employer match about $163,687 at 4% or $109,125 at 6%; with 100% employer match about $122,765 at 4% or $81,843 at 6%. |
| Havenly Inc Employee Health and Welfare Benefits Plan | - | 155 | - | - | - |
| 2022 | 1 | 147 | $1,253,924 | $863,280 | $5,873iApproximate average salary by contribution assumption: employee only about $146,816 at 4% or $97,878 at 6%; with 50% employer match about $97,878 at 4% or $65,252 at 6%; with 100% employer match about $73,408 at 4% or $48,939 at 6%. |
| Havenly 401(K) Plan | - | 147 | $1,253,924 | $863,280 | $5,873iApproximate average salary by contribution assumption: employee only about $146,816 at 4% or $97,878 at 6%; with 50% employer match about $97,878 at 4% or $65,252 at 6%; with 100% employer match about $73,408 at 4% or $48,939 at 6%. |
| 2021 | 1 | 93 | $729,845 | $440,709 | $4,739iApproximate average salary by contribution assumption: employee only about $118,470 at 4% or $78,980 at 6%; with 50% employer match about $78,980 at 4% or $52,653 at 6%; with 100% employer match about $59,235 at 4% or $39,490 at 6%. |
| Havenly 401(K) Plan | - | 93 | $729,845 | $440,709 | $4,739iApproximate average salary by contribution assumption: employee only about $118,470 at 4% or $78,980 at 6%; with 50% employer match about $78,980 at 4% or $52,653 at 6%; with 100% employer match about $59,235 at 4% or $39,490 at 6%. |
| 2020 | 1 | 68 | $320,288 | $277,354 | $4,079iApproximate average salary by contribution assumption: employee only about $101,968 at 4% or $67,979 at 6%; with 50% employer match about $67,979 at 4% or $45,319 at 6%; with 100% employer match about $50,984 at 4% or $33,989 at 6%. |
| Havenly 401(K) Plan | - | 68 | $320,288 | $277,354 | $4,079iApproximate average salary by contribution assumption: employee only about $101,968 at 4% or $67,979 at 6%; with 50% employer match about $67,979 at 4% or $45,319 at 6%; with 100% employer match about $50,984 at 4% or $33,989 at 6%. |