Civic Intelligence

David Wendell Associates Inc.

Plan context: David Wendell Associates Inc. 401(K) Profit Sharing Plan & Trust

EIN 01-0379030 • Portsmouth, NH • 18 filings • 5 plans

1 New Hampshire Ave Ste 300Portsmouth, NH 03801-2904
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$3,290,739

2025 Contributions

$198,394

Historical Graphs

Total Assets Over Time

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

$3,657,378$1,828,689$0200820172025YearValue
$3,290,739Latest year 2025

Participants Over Time

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

1050200820172025YearValue
8Latest 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
202518$3,290,739$198,394$24,799iApproximate average salary by contribution assumption: employee only about $619,981 at 4% or $413,321 at 6%; with 50% employer match about $413,321 at 4% or $275,547 at 6%; with 100% employer match about $309,991 at 4% or $206,660 at 6%.
David Wendell Associates Inc. 401(K) Profit Sharing Plan & Trust-8$3,290,739$198,394$24,799iApproximate average salary by contribution assumption: employee only about $619,981 at 4% or $413,321 at 6%; with 50% employer match about $413,321 at 4% or $275,547 at 6%; with 100% employer match about $309,991 at 4% or $206,660 at 6%.
202417$2,926,481$185,770$26,539iApproximate average salary by contribution assumption: employee only about $663,464 at 4% or $442,310 at 6%; with 50% employer match about $442,310 at 4% or $294,873 at 6%; with 100% employer match about $331,732 at 4% or $221,155 at 6%.
David Wendell Associates Inc. 401(K) Profit Sharing Plan & Trust-7$2,926,481$185,770$26,539iApproximate average salary by contribution assumption: employee only about $663,464 at 4% or $442,310 at 6%; with 50% employer match about $442,310 at 4% or $294,873 at 6%; with 100% employer match about $331,732 at 4% or $221,155 at 6%.
202318$3,657,378$204,004$25,501iApproximate average salary by contribution assumption: employee only about $637,513 at 4% or $425,008 at 6%; with 50% employer match about $425,008 at 4% or $283,339 at 6%; with 100% employer match about $318,756 at 4% or $212,504 at 6%.
David Wendell Associates Inc. 401(K) Profit Sharing Plan & Trust-8$3,657,378$204,004$25,501iApproximate average salary by contribution assumption: employee only about $637,513 at 4% or $425,008 at 6%; with 50% employer match about $425,008 at 4% or $283,339 at 6%; with 100% employer match about $318,756 at 4% or $212,504 at 6%.
202219$2,918,960$193,017$21,446iApproximate average salary by contribution assumption: employee only about $536,158 at 4% or $357,439 at 6%; with 50% employer match about $357,439 at 4% or $238,293 at 6%; with 100% employer match about $268,079 at 4% or $178,719 at 6%.
David Wendell Associates Inc. 401(K) Profit Sharing Plan & Trust-9$2,918,960$193,017$21,446iApproximate average salary by contribution assumption: employee only about $536,158 at 4% or $357,439 at 6%; with 50% employer match about $357,439 at 4% or $238,293 at 6%; with 100% employer match about $268,079 at 4% or $178,719 at 6%.
202119$3,294,386$190,467$21,163iApproximate average salary by contribution assumption: employee only about $529,075 at 4% or $352,717 at 6%; with 50% employer match about $352,717 at 4% or $235,144 at 6%; with 100% employer match about $264,538 at 4% or $176,358 at 6%.
David Wendell Associates Inc. 401(K) Profit Sharing Plan & Trust-9$3,294,386$190,467$21,163iApproximate average salary by contribution assumption: employee only about $529,075 at 4% or $352,717 at 6%; with 50% employer match about $352,717 at 4% or $235,144 at 6%; with 100% employer match about $264,538 at 4% or $176,358 at 6%.
202019$2,487,607$163,986$18,221iApproximate average salary by contribution assumption: employee only about $455,517 at 4% or $303,678 at 6%; with 50% employer match about $303,678 at 4% or $202,452 at 6%; with 100% employer match about $227,758 at 4% or $151,839 at 6%.
David Wendell Associates Inc. 401(K) Profit Sharing Plan & Trust-9$2,487,607$163,986$18,221iApproximate average salary by contribution assumption: employee only about $455,517 at 4% or $303,678 at 6%; with 50% employer match about $303,678 at 4% or $202,452 at 6%; with 100% employer match about $227,758 at 4% or $151,839 at 6%.
201919$2,007,490$157,616$17,513iApproximate average salary by contribution assumption: employee only about $437,822 at 4% or $291,881 at 6%; with 50% employer match about $291,881 at 4% or $194,588 at 6%; with 100% employer match about $218,911 at 4% or $145,941 at 6%.
David Wendell Associates Inc. 401(K) Profit Sharing Plan & Trust-9$2,007,490$157,616$17,513iApproximate average salary by contribution assumption: employee only about $437,822 at 4% or $291,881 at 6%; with 50% employer match about $291,881 at 4% or $194,588 at 6%; with 100% employer match about $218,911 at 4% or $145,941 at 6%.
201819$1,432,466$144,149$16,017iApproximate average salary by contribution assumption: employee only about $400,414 at 4% or $266,943 at 6%; with 50% employer match about $266,943 at 4% or $177,962 at 6%; with 100% employer match about $200,207 at 4% or $133,471 at 6%.
David Wendell Associates Inc. 401(K) Profit Sharing Plan & Trust-9$1,432,466$144,149$16,017iApproximate average salary by contribution assumption: employee only about $400,414 at 4% or $266,943 at 6%; with 50% employer match about $266,943 at 4% or $177,962 at 6%; with 100% employer match about $200,207 at 4% or $133,471 at 6%.
2017110$1,659,718$154,599$15,460iApproximate average salary by contribution assumption: employee only about $386,498 at 4% or $257,665 at 6%; with 50% employer match about $257,665 at 4% or $171,777 at 6%; with 100% employer match about $193,249 at 4% or $128,833 at 6%.
David Wendell Associates Inc. 401(K) Profit Sharing Plan & Trust-10$1,659,718$154,599$15,460iApproximate average salary by contribution assumption: employee only about $386,498 at 4% or $257,665 at 6%; with 50% employer match about $257,665 at 4% or $171,777 at 6%; with 100% employer match about $193,249 at 4% or $128,833 at 6%.
2016110$1,802,965$161,200$16,120iApproximate average salary by contribution assumption: employee only about $403,000 at 4% or $268,667 at 6%; with 50% employer match about $268,667 at 4% or $179,111 at 6%; with 100% employer match about $201,500 at 4% or $134,333 at 6%.
David Wendell Associates Inc. 401(K) Profit Sharing Plan & Trust-10$1,802,965$161,200$16,120iApproximate average salary by contribution assumption: employee only about $403,000 at 4% or $268,667 at 6%; with 50% employer match about $268,667 at 4% or $179,111 at 6%; with 100% employer match about $201,500 at 4% or $134,333 at 6%.
201519$1,518,269$161,195$17,911iApproximate average salary by contribution assumption: employee only about $447,764 at 4% or $298,509 at 6%; with 50% employer match about $298,509 at 4% or $199,006 at 6%; with 100% employer match about $223,882 at 4% or $149,255 at 6%.
David Wendell Associates Inc. 401(K) Profit Sharing Plan & Trust-9$1,518,269$161,195$17,911iApproximate average salary by contribution assumption: employee only about $447,764 at 4% or $298,509 at 6%; with 50% employer match about $298,509 at 4% or $199,006 at 6%; with 100% employer match about $223,882 at 4% or $149,255 at 6%.
2014110$1,368,261$351,177$35,118iApproximate average salary by contribution assumption: employee only about $877,942 at 4% or $585,295 at 6%; with 50% employer match about $585,295 at 4% or $390,197 at 6%; with 100% employer match about $438,971 at 4% or $292,648 at 6%.
David Wendell Associates Inc. 401(K) Profit Sharing Plan & Trust-10$1,368,261$351,177$35,118iApproximate average salary by contribution assumption: employee only about $877,942 at 4% or $585,295 at 6%; with 50% employer match about $585,295 at 4% or $390,197 at 6%; with 100% employer match about $438,971 at 4% or $292,648 at 6%.
2013110$929,181$141,541$14,154iApproximate average salary by contribution assumption: employee only about $353,853 at 4% or $235,902 at 6%; with 50% employer match about $235,902 at 4% or $157,268 at 6%; with 100% employer match about $176,926 at 4% or $117,951 at 6%.
David Wendell Associates Inc. 401(K) Profit Sharing Plan & Trust-10$929,181$141,541$14,154iApproximate average salary by contribution assumption: employee only about $353,853 at 4% or $235,902 at 6%; with 50% employer match about $235,902 at 4% or $157,268 at 6%; with 100% employer match about $176,926 at 4% or $117,951 at 6%.
201219$617,714$138,063$15,340iApproximate average salary by contribution assumption: employee only about $383,508 at 4% or $255,672 at 6%; with 50% employer match about $255,672 at 4% or $170,448 at 6%; with 100% employer match about $191,754 at 4% or $127,836 at 6%.
David Wendell Associates Inc. 401(K) Profit Sharing Plan & Trust-9$617,714$138,063$15,340iApproximate average salary by contribution assumption: employee only about $383,508 at 4% or $255,672 at 6%; with 50% employer match about $255,672 at 4% or $170,448 at 6%; with 100% employer match about $191,754 at 4% or $127,836 at 6%.
201118$439,364$116,564$14,571iApproximate average salary by contribution assumption: employee only about $364,263 at 4% or $242,842 at 6%; with 50% employer match about $242,842 at 4% or $161,894 at 6%; with 100% employer match about $182,131 at 4% or $121,421 at 6%.
David Wendell Associates Inc. 401(K) Profit Sharing Plan & Trust-8$439,364$116,564$14,571iApproximate average salary by contribution assumption: employee only about $364,263 at 4% or $242,842 at 6%; with 50% employer match about $242,842 at 4% or $161,894 at 6%; with 100% employer match about $182,131 at 4% or $121,421 at 6%.
201018$295,466$106,904$13,363iApproximate average salary by contribution assumption: employee only about $334,075 at 4% or $222,717 at 6%; with 50% employer match about $222,717 at 4% or $148,478 at 6%; with 100% employer match about $167,038 at 4% or $111,358 at 6%.
David Wendell Associates Inc. 401(K) Profit Sharing Plan & Trust-8$295,466$106,904$13,363iApproximate average salary by contribution assumption: employee only about $334,075 at 4% or $222,717 at 6%; with 50% employer match about $222,717 at 4% or $148,478 at 6%; with 100% employer match about $167,038 at 4% or $111,358 at 6%.
200919$201,544$110,460$12,273iApproximate average salary by contribution assumption: employee only about $306,833 at 4% or $204,556 at 6%; with 50% employer match about $204,556 at 4% or $136,370 at 6%; with 100% employer match about $153,417 at 4% or $102,278 at 6%.
David Wendell Associates Inc. 401(K) Profit Sharing Plan & Trust-9$201,544$110,460$12,273iApproximate average salary by contribution assumption: employee only about $306,833 at 4% or $204,556 at 6%; with 50% employer match about $204,556 at 4% or $136,370 at 6%; with 100% employer match about $153,417 at 4% or $102,278 at 6%.
200818$82,111$88,046$11,006iApproximate average salary by contribution assumption: employee only about $275,144 at 4% or $183,429 at 6%; with 50% employer match about $183,429 at 4% or $122,286 at 6%; with 100% employer match about $137,572 at 4% or $91,715 at 6%.
David Wendell Associates Inc. 401(K) Profit Sharing Plan & Trust-8$82,111$88,046$11,006iApproximate average salary by contribution assumption: employee only about $275,144 at 4% or $183,429 at 6%; with 50% employer match about $183,429 at 4% or $122,286 at 6%; with 100% employer match about $137,572 at 4% or $91,715 at 6%.