Fairhaven Capital Management LLC
Plan context: Fairhaven Capital Management 401(K) Plan
EIN 74-3175276 • Boston, MA • 12 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
14
2018 Assets
$4,225,703
2018 Contributions
$34,020
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $34,020 | - |
| Fairhaven Capital Management 401(K) Plan | - | 0 | $0 | $34,020 | - |
| 2017 | 1 | 14 | $4,225,703 | $67,352 | $4,811iApproximate average salary by contribution assumption: employee only about $120,271 at 4% or $80,181 at 6%; with 50% employer match about $80,181 at 4% or $53,454 at 6%; with 100% employer match about $60,136 at 4% or $40,090 at 6%. |
| Fairhaven Capital Management 401(K) Plan | - | 14 | $4,225,703 | $67,352 | $4,811iApproximate average salary by contribution assumption: employee only about $120,271 at 4% or $80,181 at 6%; with 50% employer match about $80,181 at 4% or $53,454 at 6%; with 100% employer match about $60,136 at 4% or $40,090 at 6%. |
| 2016 | 1 | 13 | $4,107,065 | $214,269 | $16,482iApproximate average salary by contribution assumption: employee only about $412,056 at 4% or $274,704 at 6%; with 50% employer match about $274,704 at 4% or $183,136 at 6%; with 100% employer match about $206,028 at 4% or $137,352 at 6%. |
| Fairhaven Capital Management 401(K) Plan | - | 13 | $4,107,065 | $214,269 | $16,482iApproximate average salary by contribution assumption: employee only about $412,056 at 4% or $274,704 at 6%; with 50% employer match about $274,704 at 4% or $183,136 at 6%; with 100% employer match about $206,028 at 4% or $137,352 at 6%. |
| 2015 | 1 | 13 | $4,210,161 | $322,530 | $24,810iApproximate average salary by contribution assumption: employee only about $620,250 at 4% or $413,500 at 6%; with 50% employer match about $413,500 at 4% or $275,667 at 6%; with 100% employer match about $310,125 at 4% or $206,750 at 6%. |
| Fairhaven Capital Management 401(K) Plan | - | 13 | $4,210,161 | $322,530 | $24,810iApproximate average salary by contribution assumption: employee only about $620,250 at 4% or $413,500 at 6%; with 50% employer match about $413,500 at 4% or $275,667 at 6%; with 100% employer match about $310,125 at 4% or $206,750 at 6%. |
| 2014 | 1 | 15 | $3,997,197 | $364,061 | $24,271iApproximate average salary by contribution assumption: employee only about $606,768 at 4% or $404,512 at 6%; with 50% employer match about $404,512 at 4% or $269,675 at 6%; with 100% employer match about $303,384 at 4% or $202,256 at 6%. |
| Fairhaven Capital Management 401(K) Plan | - | 15 | $3,997,197 | $364,061 | $24,271iApproximate average salary by contribution assumption: employee only about $606,768 at 4% or $404,512 at 6%; with 50% employer match about $404,512 at 4% or $269,675 at 6%; with 100% employer match about $303,384 at 4% or $202,256 at 6%. |
| 2013 | 1 | 15 | $3,403,247 | $362,249 | $24,150iApproximate average salary by contribution assumption: employee only about $603,748 at 4% or $402,499 at 6%; with 50% employer match about $402,499 at 4% or $268,333 at 6%; with 100% employer match about $301,874 at 4% or $201,249 at 6%. |
| Fairhaven Capital Management 401(K) Plan | - | 15 | $3,403,247 | $362,249 | $24,150iApproximate average salary by contribution assumption: employee only about $603,748 at 4% or $402,499 at 6%; with 50% employer match about $402,499 at 4% or $268,333 at 6%; with 100% employer match about $301,874 at 4% or $201,249 at 6%. |
| 2012 | 1 | 14 | $2,435,125 | $359,274 | $25,662iApproximate average salary by contribution assumption: employee only about $641,561 at 4% or $427,707 at 6%; with 50% employer match about $427,707 at 4% or $285,138 at 6%; with 100% employer match about $320,780 at 4% or $213,854 at 6%. |
| Fairhaven Capital Management 401(K) Plan | - | 14 | $2,435,125 | $359,274 | $25,662iApproximate average salary by contribution assumption: employee only about $641,561 at 4% or $427,707 at 6%; with 50% employer match about $427,707 at 4% or $285,138 at 6%; with 100% employer match about $320,780 at 4% or $213,854 at 6%. |
| 2011 | 1 | 15 | $1,775,973 | $349,679 | $23,312iApproximate average salary by contribution assumption: employee only about $582,798 at 4% or $388,532 at 6%; with 50% employer match about $388,532 at 4% or $259,021 at 6%; with 100% employer match about $291,399 at 4% or $194,266 at 6%. |
| Fairhaven Capital Management 401(K) Plan | - | 15 | $1,775,973 | $349,679 | $23,312iApproximate average salary by contribution assumption: employee only about $582,798 at 4% or $388,532 at 6%; with 50% employer match about $388,532 at 4% or $259,021 at 6%; with 100% employer match about $291,399 at 4% or $194,266 at 6%. |
| 2010 | 1 | 15 | $1,566,175 | $463,930 | $30,929iApproximate average salary by contribution assumption: employee only about $773,217 at 4% or $515,478 at 6%; with 50% employer match about $515,478 at 4% or $343,652 at 6%; with 100% employer match about $386,608 at 4% or $257,739 at 6%. |
| Fairhaven Capital Management 401(K) Plan | - | 15 | $1,566,175 | $463,930 | $30,929iApproximate average salary by contribution assumption: employee only about $773,217 at 4% or $515,478 at 6%; with 50% employer match about $515,478 at 4% or $343,652 at 6%; with 100% employer match about $386,608 at 4% or $257,739 at 6%. |
| 2009 | 1 | 14 | $936,479 | $356,153 | $25,440iApproximate average salary by contribution assumption: employee only about $635,988 at 4% or $423,992 at 6%; with 50% employer match about $423,992 at 4% or $282,661 at 6%; with 100% employer match about $317,994 at 4% or $211,996 at 6%. |
| Fairhaven Capital Management 401(K) Plan | - | 14 | $936,479 | $356,153 | $25,440iApproximate average salary by contribution assumption: employee only about $635,988 at 4% or $423,992 at 6%; with 50% employer match about $423,992 at 4% or $282,661 at 6%; with 100% employer match about $317,994 at 4% or $211,996 at 6%. |
| 2008 | 1 | 13 | $331,332 | $343,273 | $26,406iApproximate average salary by contribution assumption: employee only about $660,140 at 4% or $440,094 at 6%; with 50% employer match about $440,094 at 4% or $293,396 at 6%; with 100% employer match about $330,070 at 4% or $220,047 at 6%. |
| Fairhaven Capital Management 401(K) Plan | - | 13 | $331,332 | $343,273 | $26,406iApproximate average salary by contribution assumption: employee only about $660,140 at 4% or $440,094 at 6%; with 50% employer match about $440,094 at 4% or $293,396 at 6%; with 100% employer match about $330,070 at 4% or $220,047 at 6%. |
| 2007 | 1 | 10 | $0 | $0 | - |
| Fairhaven Capital Management 401(K) Plan | - | 10 | - | - | - |