1858 Haven Private Wealth LLC
Plan context: 1858 Haven Private Wealth 401(K) Plan
EIN 93-2691395 • Alpharetta, GA • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$1,571,811
2025 Contributions
$262,286
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 | 10 | $1,571,811 | $262,286 | $26,229iApproximate average salary by contribution assumption: employee only about $655,715 at 4% or $437,143 at 6%; with 50% employer match about $437,143 at 4% or $291,429 at 6%; with 100% employer match about $327,858 at 4% or $218,572 at 6%. |
| 1858 Haven Private Wealth 401(K) Plan | - | 10 | $1,571,811 | $262,286 | $26,229iApproximate average salary by contribution assumption: employee only about $655,715 at 4% or $437,143 at 6%; with 50% employer match about $437,143 at 4% or $291,429 at 6%; with 100% employer match about $327,858 at 4% or $218,572 at 6%. |
| 2024 | 1 | 10 | $1,079,470 | $994,976 | $99,498iApproximate average salary by contribution assumption: employee only about $2,487,440 at 4% or $1,658,293 at 6%; with 50% employer match about $1,658,293 at 4% or $1,105,529 at 6%; with 100% employer match about $1,243,720 at 4% or $829,147 at 6%. |
| 1858 Haven Private Wealth 401(K) Plan | - | 10 | $1,079,470 | $994,976 | $99,498iApproximate average salary by contribution assumption: employee only about $2,487,440 at 4% or $1,658,293 at 6%; with 50% employer match about $1,658,293 at 4% or $1,105,529 at 6%; with 100% employer match about $1,243,720 at 4% or $829,147 at 6%. |