Policy Well & Pump
Plan context: Policy Well & Pump 401K Profit Sharing Plan & Trust
EIN 02-0273593 • Windham, NH • 25 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$3,754,325
2024 Contributions
$198,612
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 13 | $3,754,325 | $198,612 | $15,278iApproximate average salary by contribution assumption: employee only about $381,946 at 4% or $254,631 at 6%; with 50% employer match about $254,631 at 4% or $169,754 at 6%; with 100% employer match about $190,973 at 4% or $127,315 at 6%. |
| Policy Well & Pump 401K Profit Sharing Plan & Trust | - | 13 | $3,754,325 | $198,612 | $15,278iApproximate average salary by contribution assumption: employee only about $381,946 at 4% or $254,631 at 6%; with 50% employer match about $254,631 at 4% or $169,754 at 6%; with 100% employer match about $190,973 at 4% or $127,315 at 6%. |
| 2023 | 1 | 14 | $3,304,248 | $192,271 | $13,734iApproximate average salary by contribution assumption: employee only about $343,341 at 4% or $228,894 at 6%; with 50% employer match about $228,894 at 4% or $152,596 at 6%; with 100% employer match about $171,671 at 4% or $114,447 at 6%. |
| Policy Well & Pump 401K Profit Sharing Plan & Trust | - | 14 | $3,304,248 | $192,271 | $13,734iApproximate average salary by contribution assumption: employee only about $343,341 at 4% or $228,894 at 6%; with 50% employer match about $228,894 at 4% or $152,596 at 6%; with 100% employer match about $171,671 at 4% or $114,447 at 6%. |
| 2022 | 1 | 13 | $2,725,306 | $182,406 | $14,031iApproximate average salary by contribution assumption: employee only about $350,781 at 4% or $233,854 at 6%; with 50% employer match about $233,854 at 4% or $155,903 at 6%; with 100% employer match about $175,390 at 4% or $116,927 at 6%. |
| Policy Well & Pump 401K Profit Sharing Plan & Trust | - | 13 | $2,725,306 | $182,406 | $14,031iApproximate average salary by contribution assumption: employee only about $350,781 at 4% or $233,854 at 6%; with 50% employer match about $233,854 at 4% or $155,903 at 6%; with 100% employer match about $175,390 at 4% or $116,927 at 6%. |
| 2021 | 1 | 13 | $3,016,759 | $174,506 | $13,424iApproximate average salary by contribution assumption: employee only about $335,588 at 4% or $223,726 at 6%; with 50% employer match about $223,726 at 4% or $149,150 at 6%; with 100% employer match about $167,794 at 4% or $111,863 at 6%. |
| Policy Well & Pump 401K Profit Sharing Plan & Trust | - | 13 | $3,016,759 | $174,506 | $13,424iApproximate average salary by contribution assumption: employee only about $335,588 at 4% or $223,726 at 6%; with 50% employer match about $223,726 at 4% or $149,150 at 6%; with 100% employer match about $167,794 at 4% or $111,863 at 6%. |
| 2020 | 1 | 12 | $2,473,933 | $137,031 | $11,419iApproximate average salary by contribution assumption: employee only about $285,481 at 4% or $190,321 at 6%; with 50% employer match about $190,321 at 4% or $126,881 at 6%; with 100% employer match about $142,741 at 4% or $95,160 at 6%. |
| Policy Well & Pump 401K Profit Sharing Plan & Trust | - | 12 | $2,473,933 | $137,031 | $11,419iApproximate average salary by contribution assumption: employee only about $285,481 at 4% or $190,321 at 6%; with 50% employer match about $190,321 at 4% or $126,881 at 6%; with 100% employer match about $142,741 at 4% or $95,160 at 6%. |
| 2019 | 1 | 12 | $1,999,827 | $98,520 | $8,210iApproximate average salary by contribution assumption: employee only about $205,250 at 4% or $136,833 at 6%; with 50% employer match about $136,833 at 4% or $91,222 at 6%; with 100% employer match about $102,625 at 4% or $68,417 at 6%. |
| Policy Well & Pump 401K Profit Sharing Plan & Trust | - | 12 | $1,999,827 | $98,520 | $8,210iApproximate average salary by contribution assumption: employee only about $205,250 at 4% or $136,833 at 6%; with 50% employer match about $136,833 at 4% or $91,222 at 6%; with 100% employer match about $102,625 at 4% or $68,417 at 6%. |
| 2018 | 1 | 12 | $1,616,933 | $101,896 | $8,491iApproximate average salary by contribution assumption: employee only about $212,283 at 4% or $141,522 at 6%; with 50% employer match about $141,522 at 4% or $94,348 at 6%; with 100% employer match about $106,142 at 4% or $70,761 at 6%. |
| Policy Well & Pump 401K Profit Sharing Plan & Trust | - | 12 | $1,616,933 | $101,896 | $8,491iApproximate average salary by contribution assumption: employee only about $212,283 at 4% or $141,522 at 6%; with 50% employer match about $141,522 at 4% or $94,348 at 6%; with 100% employer match about $106,142 at 4% or $70,761 at 6%. |
| 2017 | 1 | 12 | $1,655,712 | $97,287 | $8,107iApproximate average salary by contribution assumption: employee only about $202,681 at 4% or $135,121 at 6%; with 50% employer match about $135,121 at 4% or $90,081 at 6%; with 100% employer match about $101,341 at 4% or $67,560 at 6%. |
| Policy Well & Pump 401K Profit Sharing Plan & Trust | - | 12 | $1,655,712 | $97,287 | $8,107iApproximate average salary by contribution assumption: employee only about $202,681 at 4% or $135,121 at 6%; with 50% employer match about $135,121 at 4% or $90,081 at 6%; with 100% employer match about $101,341 at 4% or $67,560 at 6%. |
| 2016 | 1 | 10 | $1,322,371 | $94,058 | $9,406iApproximate average salary by contribution assumption: employee only about $235,145 at 4% or $156,763 at 6%; with 50% employer match about $156,763 at 4% or $104,509 at 6%; with 100% employer match about $117,572 at 4% or $78,382 at 6%. |
| Policy Well & Pump 401K Profit Sharing Plan & Trust | - | 10 | $1,322,371 | $94,058 | $9,406iApproximate average salary by contribution assumption: employee only about $235,145 at 4% or $156,763 at 6%; with 50% employer match about $156,763 at 4% or $104,509 at 6%; with 100% employer match about $117,572 at 4% or $78,382 at 6%. |
| 2015 | 1 | 11 | $1,149,221 | $82,926 | $7,539iApproximate average salary by contribution assumption: employee only about $188,468 at 4% or $125,645 at 6%; with 50% employer match about $125,645 at 4% or $83,764 at 6%; with 100% employer match about $94,234 at 4% or $62,823 at 6%. |
| Policy Well & Pump 401K Profit Sharing Plan & Trust | - | 11 | $1,149,221 | $82,926 | $7,539iApproximate average salary by contribution assumption: employee only about $188,468 at 4% or $125,645 at 6%; with 50% employer match about $125,645 at 4% or $83,764 at 6%; with 100% employer match about $94,234 at 4% or $62,823 at 6%. |
| 2014 | 1 | 11 | $1,135,447 | $79,730 | $7,248iApproximate average salary by contribution assumption: employee only about $181,205 at 4% or $120,803 at 6%; with 50% employer match about $120,803 at 4% or $80,535 at 6%; with 100% employer match about $90,602 at 4% or $60,402 at 6%. |
| Policy Well & Pump 401K Profit Sharing Plan & Trust | - | 11 | $1,135,447 | $79,730 | $7,248iApproximate average salary by contribution assumption: employee only about $181,205 at 4% or $120,803 at 6%; with 50% employer match about $120,803 at 4% or $80,535 at 6%; with 100% employer match about $90,602 at 4% or $60,402 at 6%. |
| 2013 | 1 | 8 | $1,002,033 | $72,645 | $9,081iApproximate average salary by contribution assumption: employee only about $227,016 at 4% or $151,344 at 6%; with 50% employer match about $151,344 at 4% or $100,896 at 6%; with 100% employer match about $113,508 at 4% or $75,672 at 6%. |
| Policy Well & Pump 401K Profit Sharing Plan & Trust | - | 8 | $1,002,033 | $72,645 | $9,081iApproximate average salary by contribution assumption: employee only about $227,016 at 4% or $151,344 at 6%; with 50% employer match about $151,344 at 4% or $100,896 at 6%; with 100% employer match about $113,508 at 4% or $75,672 at 6%. |
| 2012 | 1 | 10 | $1,009,670 | $62,042 | $6,204iApproximate average salary by contribution assumption: employee only about $155,105 at 4% or $103,403 at 6%; with 50% employer match about $103,403 at 4% or $68,936 at 6%; with 100% employer match about $77,553 at 4% or $51,702 at 6%. |
| Policy Well & Pump 401K Profit Sharing Plan & Trust | - | 10 | $1,009,670 | $62,042 | $6,204iApproximate average salary by contribution assumption: employee only about $155,105 at 4% or $103,403 at 6%; with 50% employer match about $103,403 at 4% or $68,936 at 6%; with 100% employer match about $77,553 at 4% or $51,702 at 6%. |
| 2011 | 1 | 13 | $871,212 | $72,566 | $5,582iApproximate average salary by contribution assumption: employee only about $139,550 at 4% or $93,033 at 6%; with 50% employer match about $93,033 at 4% or $62,022 at 6%; with 100% employer match about $69,775 at 4% or $46,517 at 6%. |
| Policy Well & Pump 401K Profit Sharing Plan & Trust | - | 13 | $871,212 | $72,566 | $5,582iApproximate average salary by contribution assumption: employee only about $139,550 at 4% or $93,033 at 6%; with 50% employer match about $93,033 at 4% or $62,022 at 6%; with 100% employer match about $69,775 at 4% or $46,517 at 6%. |
| 2010 | 1 | 11 | $829,279 | $61,025 | $5,548iApproximate average salary by contribution assumption: employee only about $138,693 at 4% or $92,462 at 6%; with 50% employer match about $92,462 at 4% or $61,641 at 6%; with 100% employer match about $69,347 at 4% or $46,231 at 6%. |
| Policy Well & Pump 401K Profit Sharing Plan & Trust | - | 11 | $829,279 | $61,025 | $5,548iApproximate average salary by contribution assumption: employee only about $138,693 at 4% or $92,462 at 6%; with 50% employer match about $92,462 at 4% or $61,641 at 6%; with 100% employer match about $69,347 at 4% or $46,231 at 6%. |
| 2009 | 1 | 11 | $686,801 | $56,699 | $5,154iApproximate average salary by contribution assumption: employee only about $128,861 at 4% or $85,908 at 6%; with 50% employer match about $85,908 at 4% or $57,272 at 6%; with 100% employer match about $64,431 at 4% or $42,954 at 6%. |
| Policy Well & Pump 401K Profit Sharing Plan & Trust | - | 11 | $686,801 | $56,699 | $5,154iApproximate average salary by contribution assumption: employee only about $128,861 at 4% or $85,908 at 6%; with 50% employer match about $85,908 at 4% or $57,272 at 6%; with 100% employer match about $64,431 at 4% or $42,954 at 6%. |
| 2008 | 1 | 11 | $472,689 | $56,480 | $5,135iApproximate average salary by contribution assumption: employee only about $128,364 at 4% or $85,576 at 6%; with 50% employer match about $85,576 at 4% or $57,051 at 6%; with 100% employer match about $64,182 at 4% or $42,788 at 6%. |
| Policy Well & Pump 401K Profit Sharing Plan & Trust | - | 11 | $472,689 | $56,480 | $5,135iApproximate average salary by contribution assumption: employee only about $128,364 at 4% or $85,576 at 6%; with 50% employer match about $85,576 at 4% or $57,051 at 6%; with 100% employer match about $64,182 at 4% or $42,788 at 6%. |
| 2007 | 1 | 12 | $764,529 | $61,310 | $5,109iApproximate average salary by contribution assumption: employee only about $127,729 at 4% or $85,153 at 6%; with 50% employer match about $85,153 at 4% or $56,769 at 6%; with 100% employer match about $63,865 at 4% or $42,576 at 6%. |
| Policy Well & Pump 401K Profit Sharing Plan & Trust | - | 12 | $764,529 | $61,310 | $5,109iApproximate average salary by contribution assumption: employee only about $127,729 at 4% or $85,153 at 6%; with 50% employer match about $85,153 at 4% or $56,769 at 6%; with 100% employer match about $63,865 at 4% or $42,576 at 6%. |
| 2006 | 1 | 11 | $662,334 | $54,293 | $4,936iApproximate average salary by contribution assumption: employee only about $123,393 at 4% or $82,262 at 6%; with 50% employer match about $82,262 at 4% or $54,841 at 6%; with 100% employer match about $61,697 at 4% or $41,131 at 6%. |
| Policy Well & Pump 401K Profit Sharing Plan & Trust | - | 11 | $662,334 | $54,293 | $4,936iApproximate average salary by contribution assumption: employee only about $123,393 at 4% or $82,262 at 6%; with 50% employer match about $82,262 at 4% or $54,841 at 6%; with 100% employer match about $61,697 at 4% or $41,131 at 6%. |
| 2005 | 1 | 14 | $552,142 | $29,361 | $2,097iApproximate average salary by contribution assumption: employee only about $52,430 at 4% or $34,954 at 6%; with 50% employer match about $34,954 at 4% or $23,302 at 6%; with 100% employer match about $26,215 at 4% or $17,477 at 6%. |
| Policy Well & Pump 401K Profit Sharing Plan & Trust | - | 14 | $552,142 | $29,361 | $2,097iApproximate average salary by contribution assumption: employee only about $52,430 at 4% or $34,954 at 6%; with 50% employer match about $34,954 at 4% or $23,302 at 6%; with 100% employer match about $26,215 at 4% or $17,477 at 6%. |
| 2004 | 1 | 14 | $488,762 | $23,651 | $1,689iApproximate average salary by contribution assumption: employee only about $42,234 at 4% or $28,156 at 6%; with 50% employer match about $28,156 at 4% or $18,771 at 6%; with 100% employer match about $21,117 at 4% or $14,078 at 6%. |
| Policy Well & Pump 401K Profit Sharing Plan & Trust | - | 14 | $488,762 | $23,651 | $1,689iApproximate average salary by contribution assumption: employee only about $42,234 at 4% or $28,156 at 6%; with 50% employer match about $28,156 at 4% or $18,771 at 6%; with 100% employer match about $21,117 at 4% or $14,078 at 6%. |
| 2002 | 1 | 14 | $322,155 | $30,961 | $2,212iApproximate average salary by contribution assumption: employee only about $55,288 at 4% or $36,858 at 6%; with 50% employer match about $36,858 at 4% or $24,572 at 6%; with 100% employer match about $27,644 at 4% or $18,429 at 6%. |
| Policy Well & Pump 401K Profit Sharing Plan & Trust | - | 14 | $322,155 | $30,961 | $2,212iApproximate average salary by contribution assumption: employee only about $55,288 at 4% or $36,858 at 6%; with 50% employer match about $36,858 at 4% or $24,572 at 6%; with 100% employer match about $27,644 at 4% or $18,429 at 6%. |
| 2001 | 1 | 10 | $340,149 | $34,001 | $3,400iApproximate average salary by contribution assumption: employee only about $85,003 at 4% or $56,668 at 6%; with 50% employer match about $56,668 at 4% or $37,779 at 6%; with 100% employer match about $42,501 at 4% or $28,334 at 6%. |
| Policy Well & Pump 401K Profit Sharing Plan & Trust | - | 10 | $340,149 | $34,001 | $3,400iApproximate average salary by contribution assumption: employee only about $85,003 at 4% or $56,668 at 6%; with 50% employer match about $56,668 at 4% or $37,779 at 6%; with 100% employer match about $42,501 at 4% or $28,334 at 6%. |
| 2000 | 1 | 12 | $337,506 | $30,310 | $2,526iApproximate average salary by contribution assumption: employee only about $63,146 at 4% or $42,097 at 6%; with 50% employer match about $42,097 at 4% or $28,065 at 6%; with 100% employer match about $31,573 at 4% or $21,049 at 6%. |
| Policy Well & Pump 401K Profit Sharing Plan & Trust | - | 12 | $337,506 | $30,310 | $2,526iApproximate average salary by contribution assumption: employee only about $63,146 at 4% or $42,097 at 6%; with 50% employer match about $42,097 at 4% or $28,065 at 6%; with 100% employer match about $31,573 at 4% or $21,049 at 6%. |
| 1999 | 1 | 13 | $323,834 | $33,118 | $2,548iApproximate average salary by contribution assumption: employee only about $63,688 at 4% or $42,459 at 6%; with 50% employer match about $42,459 at 4% or $28,306 at 6%; with 100% employer match about $31,844 at 4% or $21,229 at 6%. |
| Policy Well & Pump 401K Profit Sharing Plan & Trust | - | 13 | $323,834 | $33,118 | $2,548iApproximate average salary by contribution assumption: employee only about $63,688 at 4% or $42,459 at 6%; with 50% employer match about $42,459 at 4% or $28,306 at 6%; with 100% employer match about $31,844 at 4% or $21,229 at 6%. |