Civic Intelligence

Fairhaven Wealth Management LLC

Plan context: Fairhaven Wealth Management LLC 401(K) Plan and Trust

EIN 47-2674388 • Wheaton, IL • 10 filings • 1 plans

104 E. Roosevelt Rd.Suite 100Wheaton, IL 60187
Current Snapshot

Latest Year

2024

2024 Participants

25

2024 Assets

$2,480,325

2024 Contributions

$129,000

Historical Graphs

Total Assets Over Time

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

$2,480,325$1,240,163$0201520192023YearValue
$2,480,325Latest year 2023

Participants Over Time

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

25130201520192023YearValue
25Latest year 2023

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
202410$0$129,000-
Fairhaven Wealth Management LLC 401(K) Plan and Trust-0$0$129,000-
2023125$2,480,325$283,699$11,348iApproximate average salary by contribution assumption: employee only about $283,699 at 4% or $189,133 at 6%; with 50% employer match about $189,133 at 4% or $126,088 at 6%; with 100% employer match about $141,850 at 4% or $94,566 at 6%.
Fairhaven Wealth Management LLC 401(K) Plan and Trust-25$2,480,325$283,699$11,348iApproximate average salary by contribution assumption: employee only about $283,699 at 4% or $189,133 at 6%; with 50% employer match about $189,133 at 4% or $126,088 at 6%; with 100% employer match about $141,850 at 4% or $94,566 at 6%.
2022124$1,816,089$291,042$12,127iApproximate average salary by contribution assumption: employee only about $303,169 at 4% or $202,113 at 6%; with 50% employer match about $202,113 at 4% or $134,742 at 6%; with 100% employer match about $151,584 at 4% or $101,056 at 6%.
Fairhaven Wealth Management LLC 401(K) Plan and Trust-24$1,816,089$291,042$12,127iApproximate average salary by contribution assumption: employee only about $303,169 at 4% or $202,113 at 6%; with 50% employer match about $202,113 at 4% or $134,742 at 6%; with 100% employer match about $151,584 at 4% or $101,056 at 6%.
2021122$1,929,993$268,355$12,198iApproximate average salary by contribution assumption: employee only about $304,949 at 4% or $203,299 at 6%; with 50% employer match about $203,299 at 4% or $135,533 at 6%; with 100% employer match about $152,474 at 4% or $101,650 at 6%.
Fairhaven Wealth Management LLC 401(K) Plan and Trust-22$1,929,993$268,355$12,198iApproximate average salary by contribution assumption: employee only about $304,949 at 4% or $203,299 at 6%; with 50% employer match about $203,299 at 4% or $135,533 at 6%; with 100% employer match about $152,474 at 4% or $101,650 at 6%.
2020117$1,482,944$214,533$12,620iApproximate average salary by contribution assumption: employee only about $315,490 at 4% or $210,326 at 6%; with 50% employer match about $210,326 at 4% or $140,218 at 6%; with 100% employer match about $157,745 at 4% or $105,163 at 6%.
Fairhaven Wealth Management LLC 401(K) Plan and Trust-17$1,482,944$214,533$12,620iApproximate average salary by contribution assumption: employee only about $315,490 at 4% or $210,326 at 6%; with 50% employer match about $210,326 at 4% or $140,218 at 6%; with 100% employer match about $157,745 at 4% or $105,163 at 6%.
2019112$1,013,840$155,237$12,936iApproximate average salary by contribution assumption: employee only about $323,410 at 4% or $215,607 at 6%; with 50% employer match about $215,607 at 4% or $143,738 at 6%; with 100% employer match about $161,705 at 4% or $107,803 at 6%.
Fairhaven Wealth Management LLC 401(K) Plan and Trust-12$1,013,840$155,237$12,936iApproximate average salary by contribution assumption: employee only about $323,410 at 4% or $215,607 at 6%; with 50% employer match about $215,607 at 4% or $143,738 at 6%; with 100% employer match about $161,705 at 4% or $107,803 at 6%.
2018111$691,153$133,746$12,159iApproximate average salary by contribution assumption: employee only about $303,968 at 4% or $202,645 at 6%; with 50% employer match about $202,645 at 4% or $135,097 at 6%; with 100% employer match about $151,984 at 4% or $101,323 at 6%.
Fairhaven Wealth Management LLC 401(K) Plan and Trust-11$691,153$133,746$12,159iApproximate average salary by contribution assumption: employee only about $303,968 at 4% or $202,645 at 6%; with 50% employer match about $202,645 at 4% or $135,097 at 6%; with 100% employer match about $151,984 at 4% or $101,323 at 6%.
2017110$594,318$152,995$15,300iApproximate average salary by contribution assumption: employee only about $382,488 at 4% or $254,992 at 6%; with 50% employer match about $254,992 at 4% or $169,994 at 6%; with 100% employer match about $191,244 at 4% or $127,496 at 6%.
Fairhaven Wealth Management LLC 401(K) Plan and Trust-10$594,318$152,995$15,300iApproximate average salary by contribution assumption: employee only about $382,488 at 4% or $254,992 at 6%; with 50% employer match about $254,992 at 4% or $169,994 at 6%; with 100% employer match about $191,244 at 4% or $127,496 at 6%.
2016110$381,924$126,205$12,621iApproximate average salary by contribution assumption: employee only about $315,513 at 4% or $210,342 at 6%; with 50% employer match about $210,342 at 4% or $140,228 at 6%; with 100% employer match about $157,756 at 4% or $105,171 at 6%.
Fairhaven Wealth Management LLC 401(K) Plan and Trust-10$381,924$126,205$12,621iApproximate average salary by contribution assumption: employee only about $315,513 at 4% or $210,342 at 6%; with 50% employer match about $210,342 at 4% or $140,228 at 6%; with 100% employer match about $157,756 at 4% or $105,171 at 6%.
201519$232,315$237,971$26,441iApproximate average salary by contribution assumption: employee only about $661,031 at 4% or $440,687 at 6%; with 50% employer match about $440,687 at 4% or $293,791 at 6%; with 100% employer match about $330,515 at 4% or $220,344 at 6%.
Fairhaven Wealth Management LLC 401(K) Plan and Trust-9$232,315$237,971$26,441iApproximate average salary by contribution assumption: employee only about $661,031 at 4% or $440,687 at 6%; with 50% employer match about $440,687 at 4% or $293,791 at 6%; with 100% employer match about $330,515 at 4% or $220,344 at 6%.