SAVVY WEALTH, INC.
Plan context: SAVVY WEALTH 401(K) PLAN
EIN 87-1487115 • New York, NY • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
96
2025 Assets
$2,953,824
2025 Contributions
$1,624,184
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 | 96 | $2,953,824 | $1,624,184 | $16,919iApproximate average salary by contribution assumption: employee only about $422,965 at 4% or $281,976 at 6%; with 50% employer match about $281,976 at 4% or $187,984 at 6%; with 100% employer match about $211,482 at 4% or $140,988 at 6%. |
| SAVVY WEALTH 401(K) PLAN | - | 96 | $2,953,824 | $1,624,184 | $16,919iApproximate average salary by contribution assumption: employee only about $422,965 at 4% or $281,976 at 6%; with 50% employer match about $281,976 at 4% or $187,984 at 6%; with 100% employer match about $211,482 at 4% or $140,988 at 6%. |
| 2024 | 1 | 41 | $1,124,101 | $454,141 | $11,077iApproximate average salary by contribution assumption: employee only about $276,915 at 4% or $184,610 at 6%; with 50% employer match about $184,610 at 4% or $123,073 at 6%; with 100% employer match about $138,458 at 4% or $92,305 at 6%. |
| SAVVY WEALTH 401(K) PLAN | - | 41 | $1,124,101 | $454,141 | $11,077iApproximate average salary by contribution assumption: employee only about $276,915 at 4% or $184,610 at 6%; with 50% employer match about $184,610 at 4% or $123,073 at 6%; with 100% employer match about $138,458 at 4% or $92,305 at 6%. |
| 2023 | 1 | 24 | $648,663 | $313,603 | $13,067iApproximate average salary by contribution assumption: employee only about $326,670 at 4% or $217,780 at 6%; with 50% employer match about $217,780 at 4% or $145,187 at 6%; with 100% employer match about $163,335 at 4% or $108,890 at 6%. |
| SAVVY WEALTH 401(K) PLAN | - | 24 | $648,663 | $313,603 | $13,067iApproximate average salary by contribution assumption: employee only about $326,670 at 4% or $217,780 at 6%; with 50% employer match about $217,780 at 4% or $145,187 at 6%; with 100% employer match about $163,335 at 4% or $108,890 at 6%. |
| 2022 | 1 | 18 | $274,521 | $297,854 | $16,547iApproximate average salary by contribution assumption: employee only about $413,686 at 4% or $275,791 at 6%; with 50% employer match about $275,791 at 4% or $183,860 at 6%; with 100% employer match about $206,843 at 4% or $137,895 at 6%. |
| SAVVY WEALTH 401(K) PLAN | - | 18 | $274,521 | $297,854 | $16,547iApproximate average salary by contribution assumption: employee only about $413,686 at 4% or $275,791 at 6%; with 50% employer match about $275,791 at 4% or $183,860 at 6%; with 100% employer match about $206,843 at 4% or $137,895 at 6%. |