Civic Intelligence

Edgewood Capital Advisors LLC

Plan context: Edgewood Capital Advisors 401(K) Plan

EIN 01-0653951 • Southport, CT • 22 filings • 5 plans

2425 Post Rd. Suite 300Southport, CT 06890
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$5,145,675

2024 Contributions

$371,668

Historical Graphs

Total Assets Over Time

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

$5,145,675$2,572,838$0200320142024YearValue
$5,145,675Latest year 2024

Participants Over Time

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

21110200320142024YearValue
18Latest year 2024

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
2024118$5,145,675$371,668$20,648iApproximate average salary by contribution assumption: employee only about $516,206 at 4% or $344,137 at 6%; with 50% employer match about $344,137 at 4% or $229,425 at 6%; with 100% employer match about $258,103 at 4% or $172,069 at 6%.
Edgewood Capital Advisors 401(K) Plan-18$5,145,675$371,668$20,648iApproximate average salary by contribution assumption: employee only about $516,206 at 4% or $344,137 at 6%; with 50% employer match about $344,137 at 4% or $229,425 at 6%; with 100% employer match about $258,103 at 4% or $172,069 at 6%.
2023121$3,933,889$315,564$15,027iApproximate average salary by contribution assumption: employee only about $375,671 at 4% or $250,448 at 6%; with 50% employer match about $250,448 at 4% or $166,965 at 6%; with 100% employer match about $187,836 at 4% or $125,224 at 6%.
Edgewood Capital Advisors 401(K) Plan-21$3,933,889$315,564$15,027iApproximate average salary by contribution assumption: employee only about $375,671 at 4% or $250,448 at 6%; with 50% employer match about $250,448 at 4% or $166,965 at 6%; with 100% employer match about $187,836 at 4% or $125,224 at 6%.
2022117$3,054,172$305,760$17,986iApproximate average salary by contribution assumption: employee only about $449,647 at 4% or $299,765 at 6%; with 50% employer match about $299,765 at 4% or $199,843 at 6%; with 100% employer match about $224,824 at 4% or $149,882 at 6%.
Edgewood Capital Advisors 401(K) Plan-17$3,054,172$305,760$17,986iApproximate average salary by contribution assumption: employee only about $449,647 at 4% or $299,765 at 6%; with 50% employer match about $299,765 at 4% or $199,843 at 6%; with 100% employer match about $224,824 at 4% or $149,882 at 6%.
2021116$3,642,641$438,863$27,429iApproximate average salary by contribution assumption: employee only about $685,723 at 4% or $457,149 at 6%; with 50% employer match about $457,149 at 4% or $304,766 at 6%; with 100% employer match about $342,862 at 4% or $228,574 at 6%.
Edgewood Capital Advisors 401(K) Plan-16$3,642,641$438,863$27,429iApproximate average salary by contribution assumption: employee only about $685,723 at 4% or $457,149 at 6%; with 50% employer match about $457,149 at 4% or $304,766 at 6%; with 100% employer match about $342,862 at 4% or $228,574 at 6%.
2020113$2,692,620$141,531$10,887iApproximate average salary by contribution assumption: employee only about $272,175 at 4% or $181,450 at 6%; with 50% employer match about $181,450 at 4% or $120,967 at 6%; with 100% employer match about $136,088 at 4% or $90,725 at 6%.
Edgewood Capital Advisors 401(K) Plan-13$2,692,620$141,531$10,887iApproximate average salary by contribution assumption: employee only about $272,175 at 4% or $181,450 at 6%; with 50% employer match about $181,450 at 4% or $120,967 at 6%; with 100% employer match about $136,088 at 4% or $90,725 at 6%.
2019113$2,064,529$344,342$26,488iApproximate average salary by contribution assumption: employee only about $662,196 at 4% or $441,464 at 6%; with 50% employer match about $441,464 at 4% or $294,309 at 6%; with 100% employer match about $331,098 at 4% or $220,732 at 6%.
Edgewood Capital Advisors 401(K) Plan-13$2,064,529$344,342$26,488iApproximate average salary by contribution assumption: employee only about $662,196 at 4% or $441,464 at 6%; with 50% employer match about $441,464 at 4% or $294,309 at 6%; with 100% employer match about $331,098 at 4% or $220,732 at 6%.
2018113$1,318,532$225,581$17,352iApproximate average salary by contribution assumption: employee only about $433,810 at 4% or $289,206 at 6%; with 50% employer match about $289,206 at 4% or $192,804 at 6%; with 100% employer match about $216,905 at 4% or $144,603 at 6%.
Edgewood Capital Advisors 401(K) Plan-13$1,318,532$225,581$17,352iApproximate average salary by contribution assumption: employee only about $433,810 at 4% or $289,206 at 6%; with 50% employer match about $289,206 at 4% or $192,804 at 6%; with 100% employer match about $216,905 at 4% or $144,603 at 6%.
201717$1,137,136$68,071$9,724iApproximate average salary by contribution assumption: employee only about $243,111 at 4% or $162,074 at 6%; with 50% employer match about $162,074 at 4% or $108,049 at 6%; with 100% employer match about $121,555 at 4% or $81,037 at 6%.
Edgewood Capital Advisors 401(K) Plan-7$1,137,136$68,071$9,724iApproximate average salary by contribution assumption: employee only about $243,111 at 4% or $162,074 at 6%; with 50% employer match about $162,074 at 4% or $108,049 at 6%; with 100% employer match about $121,555 at 4% or $81,037 at 6%.
201617$965,414$85,847$12,264iApproximate average salary by contribution assumption: employee only about $306,596 at 4% or $204,398 at 6%; with 50% employer match about $204,398 at 4% or $136,265 at 6%; with 100% employer match about $153,298 at 4% or $102,199 at 6%.
Edgewood Capital Advisors 401(K) Plan-7$965,414$85,847$12,264iApproximate average salary by contribution assumption: employee only about $306,596 at 4% or $204,398 at 6%; with 50% employer match about $204,398 at 4% or $136,265 at 6%; with 100% employer match about $153,298 at 4% or $102,199 at 6%.
201517$1,032,781$103,645$14,806iApproximate average salary by contribution assumption: employee only about $370,161 at 4% or $246,774 at 6%; with 50% employer match about $246,774 at 4% or $164,516 at 6%; with 100% employer match about $185,080 at 4% or $123,387 at 6%.
Edgewood Capital Advisors 401(K) Plan-7$1,032,781$103,645$14,806iApproximate average salary by contribution assumption: employee only about $370,161 at 4% or $246,774 at 6%; with 50% employer match about $246,774 at 4% or $164,516 at 6%; with 100% employer match about $185,080 at 4% or $123,387 at 6%.
201417$967,432$131,994$18,856iApproximate average salary by contribution assumption: employee only about $471,407 at 4% or $314,271 at 6%; with 50% employer match about $314,271 at 4% or $209,514 at 6%; with 100% employer match about $235,704 at 4% or $157,136 at 6%.
Edgewood Capital Advisors 401(K) Plan-7$967,432$131,994$18,856iApproximate average salary by contribution assumption: employee only about $471,407 at 4% or $314,271 at 6%; with 50% employer match about $314,271 at 4% or $209,514 at 6%; with 100% employer match about $235,704 at 4% or $157,136 at 6%.
2013110$776,211$61,992$6,199iApproximate average salary by contribution assumption: employee only about $154,980 at 4% or $103,320 at 6%; with 50% employer match about $103,320 at 4% or $68,880 at 6%; with 100% employer match about $77,490 at 4% or $51,660 at 6%.
Edgewood Capital Advisors 401(K) Plan-10$776,211$61,992$6,199iApproximate average salary by contribution assumption: employee only about $154,980 at 4% or $103,320 at 6%; with 50% employer match about $103,320 at 4% or $68,880 at 6%; with 100% employer match about $77,490 at 4% or $51,660 at 6%.
2012110$563,977$83,777$8,378iApproximate average salary by contribution assumption: employee only about $209,443 at 4% or $139,628 at 6%; with 50% employer match about $139,628 at 4% or $93,086 at 6%; with 100% employer match about $104,721 at 4% or $69,814 at 6%.
Edgewood Capital Advisors 401(K) Plan-10$563,977$83,777$8,378iApproximate average salary by contribution assumption: employee only about $209,443 at 4% or $139,628 at 6%; with 50% employer match about $139,628 at 4% or $93,086 at 6%; with 100% employer match about $104,721 at 4% or $69,814 at 6%.
2011110$419,760$87,157$8,716iApproximate average salary by contribution assumption: employee only about $217,893 at 4% or $145,262 at 6%; with 50% employer match about $145,262 at 4% or $96,841 at 6%; with 100% employer match about $108,946 at 4% or $72,631 at 6%.
Edgewood Capital Advisors 401(K) Plan-10$419,760$87,157$8,716iApproximate average salary by contribution assumption: employee only about $217,893 at 4% or $145,262 at 6%; with 50% employer match about $145,262 at 4% or $96,841 at 6%; with 100% employer match about $108,946 at 4% or $72,631 at 6%.
2010110$350,818$55,790$5,579iApproximate average salary by contribution assumption: employee only about $139,475 at 4% or $92,983 at 6%; with 50% employer match about $92,983 at 4% or $61,989 at 6%; with 100% employer match about $69,738 at 4% or $46,492 at 6%.
Edgewood Capital Advisors 401(K) Plan-10$350,818$55,790$5,579iApproximate average salary by contribution assumption: employee only about $139,475 at 4% or $92,983 at 6%; with 50% employer match about $92,983 at 4% or $61,989 at 6%; with 100% employer match about $69,738 at 4% or $46,492 at 6%.
200929$255,411$37,308$4,145iApproximate average salary by contribution assumption: employee only about $103,633 at 4% or $69,089 at 6%; with 50% employer match about $69,089 at 4% or $46,059 at 6%; with 100% employer match about $51,817 at 4% or $34,544 at 6%.
Edgewood Capital Advisors 401(K) Plan-9$255,411$37,308$4,145iApproximate average salary by contribution assumption: employee only about $103,633 at 4% or $69,089 at 6%; with 50% employer match about $69,089 at 4% or $46,059 at 6%; with 100% employer match about $51,817 at 4% or $34,544 at 6%.
Edgewood Capital Advisors 401(K) Plan-----
200815$217,952$15,923$3,185iApproximate average salary by contribution assumption: employee only about $79,615 at 4% or $53,077 at 6%; with 50% employer match about $53,077 at 4% or $35,384 at 6%; with 100% employer match about $39,808 at 4% or $26,538 at 6%.
Edgewood Capital Advisors 401(K) Plan-5$217,952$15,923$3,185iApproximate average salary by contribution assumption: employee only about $79,615 at 4% or $53,077 at 6%; with 50% employer match about $53,077 at 4% or $35,384 at 6%; with 100% employer match about $39,808 at 4% or $26,538 at 6%.
200716$249,892$82,652$13,775iApproximate average salary by contribution assumption: employee only about $344,383 at 4% or $229,589 at 6%; with 50% employer match about $229,589 at 4% or $153,059 at 6%; with 100% employer match about $172,192 at 4% or $114,794 at 6%.
Edgewood Capital Advisors 401(K) Plan-6$249,892$82,652$13,775iApproximate average salary by contribution assumption: employee only about $344,383 at 4% or $229,589 at 6%; with 50% employer match about $229,589 at 4% or $153,059 at 6%; with 100% employer match about $172,192 at 4% or $114,794 at 6%.
200617$166,413$37,622$5,375iApproximate average salary by contribution assumption: employee only about $134,364 at 4% or $89,576 at 6%; with 50% employer match about $89,576 at 4% or $59,717 at 6%; with 100% employer match about $67,182 at 4% or $44,788 at 6%.
Edgewood Capital Advisors 401(K) Plan-7$166,413$37,622$5,375iApproximate average salary by contribution assumption: employee only about $134,364 at 4% or $89,576 at 6%; with 50% employer match about $89,576 at 4% or $59,717 at 6%; with 100% employer match about $67,182 at 4% or $44,788 at 6%.
200413$78,943$36,686$12,229iApproximate average salary by contribution assumption: employee only about $305,717 at 4% or $203,811 at 6%; with 50% employer match about $203,811 at 4% or $135,874 at 6%; with 100% employer match about $152,858 at 4% or $101,906 at 6%.
Edgewood Capital Advisors 401(K) Plan-3$78,943$36,686$12,229iApproximate average salary by contribution assumption: employee only about $305,717 at 4% or $203,811 at 6%; with 50% employer match about $203,811 at 4% or $135,874 at 6%; with 100% employer match about $152,858 at 4% or $101,906 at 6%.
200313$35,418$16,596$5,532iApproximate average salary by contribution assumption: employee only about $138,300 at 4% or $92,200 at 6%; with 50% employer match about $92,200 at 4% or $61,467 at 6%; with 100% employer match about $69,150 at 4% or $46,100 at 6%.
Edgewood Capital Advisors 401(K) Plan-3$35,418$16,596$5,532iApproximate average salary by contribution assumption: employee only about $138,300 at 4% or $92,200 at 6%; with 50% employer match about $92,200 at 4% or $61,467 at 6%; with 100% employer match about $69,150 at 4% or $46,100 at 6%.