Civic Intelligence

Means Investment Co. Inc. DBA Means Wealth Management

Plan context: Means Wealth Management 401(K) Plan

EIN 01-0377968 • Bangor, ME • 32 filings • 9 plans

802 Stillwater AvenueBangor, ME 04401
Current Snapshot

Latest Year

2025

2025 Participants

25

2025 Assets

$9,717,641

2025 Contributions

$691,339

Historical Graphs

Total Assets Over Time

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

$9,717,641$4,858,821$0199920122025YearValue
$9,717,641Latest year 2025

Participants Over Time

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

25130200020132025YearValue
25Latest year 2025

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
2025125$9,717,641$691,339$27,654iApproximate average salary by contribution assumption: employee only about $691,339 at 4% or $460,893 at 6%; with 50% employer match about $460,893 at 4% or $307,262 at 6%; with 100% employer match about $345,670 at 4% or $230,446 at 6%.
Means Wealth Management 401(K) Plan-25$9,717,641$691,339$27,654iApproximate average salary by contribution assumption: employee only about $691,339 at 4% or $460,893 at 6%; with 50% employer match about $460,893 at 4% or $307,262 at 6%; with 100% employer match about $345,670 at 4% or $230,446 at 6%.
2024224$8,482,174$788,217$32,842iApproximate average salary by contribution assumption: employee only about $821,059 at 4% or $547,373 at 6%; with 50% employer match about $547,373 at 4% or $364,915 at 6%; with 100% employer match about $410,530 at 4% or $273,686 at 6%.
Means Wealth Management 401(K) Plan-24$7,698,714$627,260$26,136iApproximate average salary by contribution assumption: employee only about $653,396 at 4% or $435,597 at 6%; with 50% employer match about $435,597 at 4% or $290,398 at 6%; with 100% employer match about $326,698 at 4% or $217,799 at 6%.
Means Wealth Management 401(K) Plan-19$783,460$160,957$8,471iApproximate average salary by contribution assumption: employee only about $211,786 at 4% or $141,190 at 6%; with 50% employer match about $141,190 at 4% or $94,127 at 6%; with 100% employer match about $105,893 at 4% or $70,595 at 6%.
2023221$6,342,973$729,177$34,723iApproximate average salary by contribution assumption: employee only about $868,068 at 4% or $578,712 at 6%; with 50% employer match about $578,712 at 4% or $385,808 at 6%; with 100% employer match about $434,034 at 4% or $289,356 at 6%.
Means Wealth Management 401(K) Plan-21$5,794,713$580,110$27,624iApproximate average salary by contribution assumption: employee only about $690,607 at 4% or $460,405 at 6%; with 50% employer match about $460,405 at 4% or $306,937 at 6%; with 100% employer match about $345,304 at 4% or $230,202 at 6%.
Means Wealth Management 401(K) Plan-18$548,260$149,067$8,282iApproximate average salary by contribution assumption: employee only about $207,038 at 4% or $138,025 at 6%; with 50% employer match about $138,025 at 4% or $92,017 at 6%; with 100% employer match about $103,519 at 4% or $69,013 at 6%.
2022219$4,593,377$644,700$33,932iApproximate average salary by contribution assumption: employee only about $848,289 at 4% or $565,526 at 6%; with 50% employer match about $565,526 at 4% or $377,018 at 6%; with 100% employer match about $424,145 at 4% or $282,763 at 6%.
Means Wealth Management 401(K) Plan-19$4,219,237$484,700$25,511iApproximate average salary by contribution assumption: employee only about $637,763 at 4% or $425,175 at 6%; with 50% employer match about $425,175 at 4% or $283,450 at 6%; with 100% employer match about $318,882 at 4% or $212,588 at 6%.
Means Wealth Management 401(K) Plan-14$374,140$160,000$11,429iApproximate average salary by contribution assumption: employee only about $285,714 at 4% or $190,476 at 6%; with 50% employer match about $190,476 at 4% or $126,984 at 6%; with 100% employer match about $142,857 at 4% or $95,238 at 6%.
2021216$5,486,072$565,899$35,369iApproximate average salary by contribution assumption: employee only about $884,217 at 4% or $589,478 at 6%; with 50% employer match about $589,478 at 4% or $392,985 at 6%; with 100% employer match about $442,109 at 4% or $294,739 at 6%.
Means Wealth Management 401(K) Plan-16$5,228,670$442,586$27,662iApproximate average salary by contribution assumption: employee only about $691,541 at 4% or $461,027 at 6%; with 50% employer match about $461,027 at 4% or $307,351 at 6%; with 100% employer match about $345,770 at 4% or $230,514 at 6%.
Means Wealth Management 401(K) Plan-14$257,402$123,313$8,808iApproximate average salary by contribution assumption: employee only about $220,202 at 4% or $146,801 at 6%; with 50% employer match about $146,801 at 4% or $97,867 at 6%; with 100% employer match about $110,101 at 4% or $73,401 at 6%.
2020218$4,497,339$690,156$38,342iApproximate average salary by contribution assumption: employee only about $958,550 at 4% or $639,033 at 6%; with 50% employer match about $639,033 at 4% or $426,022 at 6%; with 100% employer match about $479,275 at 4% or $319,517 at 6%.
Means Wealth Management 401(K) Plan-18$4,379,684$572,501$31,806iApproximate average salary by contribution assumption: employee only about $795,140 at 4% or $530,094 at 6%; with 50% employer match about $530,094 at 4% or $353,396 at 6%; with 100% employer match about $397,570 at 4% or $265,047 at 6%.
Means Wealth Management 401(K) Plan-12$117,655$117,655$9,805iApproximate average salary by contribution assumption: employee only about $245,115 at 4% or $163,410 at 6%; with 50% employer match about $163,410 at 4% or $108,940 at 6%; with 100% employer match about $122,557 at 4% or $81,705 at 6%.
2019118$2,927,467$256,631$14,257iApproximate average salary by contribution assumption: employee only about $356,432 at 4% or $237,621 at 6%; with 50% employer match about $237,621 at 4% or $158,414 at 6%; with 100% employer match about $178,216 at 4% or $118,811 at 6%.
Means Wealth Management 401(K) Plan-18$2,927,467$256,631$14,257iApproximate average salary by contribution assumption: employee only about $356,432 at 4% or $237,621 at 6%; with 50% employer match about $237,621 at 4% or $158,414 at 6%; with 100% employer match about $178,216 at 4% or $118,811 at 6%.
2018115$2,118,853$358,969$23,931iApproximate average salary by contribution assumption: employee only about $598,282 at 4% or $398,854 at 6%; with 50% employer match about $398,854 at 4% or $265,903 at 6%; with 100% employer match about $299,141 at 4% or $199,427 at 6%.
Means Wealth Management 401(K) Plan-15$2,118,853$358,969$23,931iApproximate average salary by contribution assumption: employee only about $598,282 at 4% or $398,854 at 6%; with 50% employer match about $398,854 at 4% or $265,903 at 6%; with 100% employer match about $299,141 at 4% or $199,427 at 6%.
2017113$1,967,917$275,434$21,187iApproximate average salary by contribution assumption: employee only about $529,681 at 4% or $353,121 at 6%; with 50% employer match about $353,121 at 4% or $235,414 at 6%; with 100% employer match about $264,840 at 4% or $176,560 at 6%.
Means Wealth Management 401(K) Plan-13$1,967,917$275,434$21,187iApproximate average salary by contribution assumption: employee only about $529,681 at 4% or $353,121 at 6%; with 50% employer match about $353,121 at 4% or $235,414 at 6%; with 100% employer match about $264,840 at 4% or $176,560 at 6%.
2016111$1,417,233$252,462$22,951iApproximate average salary by contribution assumption: employee only about $573,777 at 4% or $382,518 at 6%; with 50% employer match about $382,518 at 4% or $255,012 at 6%; with 100% employer match about $286,889 at 4% or $191,259 at 6%.
Means Wealth Management 401(K) Plan-11$1,417,233$252,462$22,951iApproximate average salary by contribution assumption: employee only about $573,777 at 4% or $382,518 at 6%; with 50% employer match about $382,518 at 4% or $255,012 at 6%; with 100% employer match about $286,889 at 4% or $191,259 at 6%.
201518$1,120,858$209,111$26,139iApproximate average salary by contribution assumption: employee only about $653,472 at 4% or $435,648 at 6%; with 50% employer match about $435,648 at 4% or $290,432 at 6%; with 100% employer match about $326,736 at 4% or $217,824 at 6%.
Means Wealth Management 401(K) Plan-8$1,120,858$209,111$26,139iApproximate average salary by contribution assumption: employee only about $653,472 at 4% or $435,648 at 6%; with 50% employer match about $435,648 at 4% or $290,432 at 6%; with 100% employer match about $326,736 at 4% or $217,824 at 6%.
201419$898,288$188,159$20,907iApproximate average salary by contribution assumption: employee only about $522,664 at 4% or $348,443 at 6%; with 50% employer match about $348,443 at 4% or $232,295 at 6%; with 100% employer match about $261,332 at 4% or $174,221 at 6%.
Means Wealth Management 401(K) Plan-9$898,288$188,159$20,907iApproximate average salary by contribution assumption: employee only about $522,664 at 4% or $348,443 at 6%; with 50% employer match about $348,443 at 4% or $232,295 at 6%; with 100% employer match about $261,332 at 4% or $174,221 at 6%.
201318$658,956$100,753$12,594iApproximate average salary by contribution assumption: employee only about $314,853 at 4% or $209,902 at 6%; with 50% employer match about $209,902 at 4% or $139,935 at 6%; with 100% employer match about $157,427 at 4% or $104,951 at 6%.
Means Wealth Management 401(K) Plan-8$658,956$100,753$12,594iApproximate average salary by contribution assumption: employee only about $314,853 at 4% or $209,902 at 6%; with 50% employer match about $209,902 at 4% or $139,935 at 6%; with 100% employer match about $157,427 at 4% or $104,951 at 6%.
201217$674,771$86,213$12,316iApproximate average salary by contribution assumption: employee only about $307,904 at 4% or $205,269 at 6%; with 50% employer match about $205,269 at 4% or $136,846 at 6%; with 100% employer match about $153,952 at 4% or $102,635 at 6%.
Means Wealth Management 401(K) Plan-7$674,771$86,213$12,316iApproximate average salary by contribution assumption: employee only about $307,904 at 4% or $205,269 at 6%; with 50% employer match about $205,269 at 4% or $136,846 at 6%; with 100% employer match about $153,952 at 4% or $102,635 at 6%.
201119$526,920$87,674$9,742iApproximate average salary by contribution assumption: employee only about $243,539 at 4% or $162,359 at 6%; with 50% employer match about $162,359 at 4% or $108,240 at 6%; with 100% employer match about $121,769 at 4% or $81,180 at 6%.
Means Wealth Management 401(K) Plan-9$526,920$87,674$9,742iApproximate average salary by contribution assumption: employee only about $243,539 at 4% or $162,359 at 6%; with 50% employer match about $162,359 at 4% or $108,240 at 6%; with 100% employer match about $121,769 at 4% or $81,180 at 6%.
201019$459,048$78,651$8,739iApproximate average salary by contribution assumption: employee only about $218,475 at 4% or $145,650 at 6%; with 50% employer match about $145,650 at 4% or $97,100 at 6%; with 100% employer match about $109,238 at 4% or $72,825 at 6%.
Means Wealth Management 401(K) Plan-9$459,048$78,651$8,739iApproximate average salary by contribution assumption: employee only about $218,475 at 4% or $145,650 at 6%; with 50% employer match about $145,650 at 4% or $97,100 at 6%; with 100% employer match about $109,238 at 4% or $72,825 at 6%.
200918$336,294$71,689$8,961iApproximate average salary by contribution assumption: employee only about $224,028 at 4% or $149,352 at 6%; with 50% employer match about $149,352 at 4% or $99,568 at 6%; with 100% employer match about $112,014 at 4% or $74,676 at 6%.
Means Wealth Management 401(K) Plan-8$336,294$71,689$8,961iApproximate average salary by contribution assumption: employee only about $224,028 at 4% or $149,352 at 6%; with 50% employer match about $149,352 at 4% or $99,568 at 6%; with 100% employer match about $112,014 at 4% or $74,676 at 6%.
200819$195,617$74,990$8,332iApproximate average salary by contribution assumption: employee only about $208,306 at 4% or $138,870 at 6%; with 50% employer match about $138,870 at 4% or $92,580 at 6%; with 100% employer match about $104,153 at 4% or $69,435 at 6%.
Means Wealth Management 401(K) Plan-9$195,617$74,990$8,332iApproximate average salary by contribution assumption: employee only about $208,306 at 4% or $138,870 at 6%; with 50% employer match about $138,870 at 4% or $92,580 at 6%; with 100% employer match about $104,153 at 4% or $69,435 at 6%.
200718$244,567$72,742$9,093iApproximate average salary by contribution assumption: employee only about $227,319 at 4% or $151,546 at 6%; with 50% employer match about $151,546 at 4% or $101,031 at 6%; with 100% employer match about $113,659 at 4% or $75,773 at 6%.
Means Wealth Management 401(K) Plan-8$244,567$72,742$9,093iApproximate average salary by contribution assumption: employee only about $227,319 at 4% or $151,546 at 6%; with 50% employer match about $151,546 at 4% or $101,031 at 6%; with 100% employer match about $113,659 at 4% or $75,773 at 6%.
2006110$145,281$65,868$6,587iApproximate average salary by contribution assumption: employee only about $164,670 at 4% or $109,780 at 6%; with 50% employer match about $109,780 at 4% or $73,187 at 6%; with 100% employer match about $82,335 at 4% or $54,890 at 6%.
Means Wealth Management 401(K) Plan-10$145,281$65,868$6,587iApproximate average salary by contribution assumption: employee only about $164,670 at 4% or $109,780 at 6%; with 50% employer match about $109,780 at 4% or $73,187 at 6%; with 100% employer match about $82,335 at 4% or $54,890 at 6%.
200519$68,887$17,099$1,900iApproximate average salary by contribution assumption: employee only about $47,497 at 4% or $31,665 at 6%; with 50% employer match about $31,665 at 4% or $21,110 at 6%; with 100% employer match about $23,749 at 4% or $15,832 at 6%.
Means Wealth Management 401(K) Plan-9$68,887$17,099$1,900iApproximate average salary by contribution assumption: employee only about $47,497 at 4% or $31,665 at 6%; with 50% employer match about $31,665 at 4% or $21,110 at 6%; with 100% employer match about $23,749 at 4% or $15,832 at 6%.
200419$81,369$22,941$2,549iApproximate average salary by contribution assumption: employee only about $63,725 at 4% or $42,483 at 6%; with 50% employer match about $42,483 at 4% or $28,322 at 6%; with 100% employer match about $31,863 at 4% or $21,242 at 6%.
Means Wealth Management 401(K) Plan-9$81,369$22,941$2,549iApproximate average salary by contribution assumption: employee only about $63,725 at 4% or $42,483 at 6%; with 50% employer match about $42,483 at 4% or $28,322 at 6%; with 100% employer match about $31,863 at 4% or $21,242 at 6%.
2003110$50,123$16,731$1,673iApproximate average salary by contribution assumption: employee only about $41,828 at 4% or $27,885 at 6%; with 50% employer match about $27,885 at 4% or $18,590 at 6%; with 100% employer match about $20,914 at 4% or $13,943 at 6%.
Means Wealth Management 401(K) Plan-10$50,123$16,731$1,673iApproximate average salary by contribution assumption: employee only about $41,828 at 4% or $27,885 at 6%; with 50% employer match about $27,885 at 4% or $18,590 at 6%; with 100% employer match about $20,914 at 4% or $13,943 at 6%.
2002114$35,964$17,584$1,256iApproximate average salary by contribution assumption: employee only about $31,400 at 4% or $20,933 at 6%; with 50% employer match about $20,933 at 4% or $13,956 at 6%; with 100% employer match about $15,700 at 4% or $10,467 at 6%.
Means Wealth Management 401(K) Plan-14$35,964$17,584$1,256iApproximate average salary by contribution assumption: employee only about $31,400 at 4% or $20,933 at 6%; with 50% employer match about $20,933 at 4% or $13,956 at 6%; with 100% employer match about $15,700 at 4% or $10,467 at 6%.
2001112$27,796$16,279$1,357iApproximate average salary by contribution assumption: employee only about $33,915 at 4% or $22,610 at 6%; with 50% employer match about $22,610 at 4% or $15,073 at 6%; with 100% employer match about $16,957 at 4% or $11,305 at 6%.
Means Wealth Management 401(K) Plan-12$27,796$16,279$1,357iApproximate average salary by contribution assumption: employee only about $33,915 at 4% or $22,610 at 6%; with 50% employer match about $22,610 at 4% or $15,073 at 6%; with 100% employer match about $16,957 at 4% or $11,305 at 6%.
2000114$28,795$34,087$2,435iApproximate average salary by contribution assumption: employee only about $60,870 at 4% or $40,580 at 6%; with 50% employer match about $40,580 at 4% or $27,053 at 6%; with 100% employer match about $30,435 at 4% or $20,290 at 6%.
Means Wealth Management 401(K) Plan-14$28,795$34,087$2,435iApproximate average salary by contribution assumption: employee only about $60,870 at 4% or $40,580 at 6%; with 50% employer match about $40,580 at 4% or $27,053 at 6%; with 100% employer match about $30,435 at 4% or $20,290 at 6%.
199910$1,991$0-
Means Wealth Management 401(K) Plan-0$1,991--