Civic Intelligence

Edmund & Wheeler Inc.

Plan context: Edmund & Wheeler Inc. 401(K)Plan & Trust

EIN 02-0414966 • Franconia, NH • 11 filings • 2 plans

461 Main Street, Suite 3Franconia, NH 03580
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$819,506

2025 Contributions

$90,000

Historical Graphs

Total Assets Over Time

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

$819,506$409,753$0201520202025YearValue
$819,506Latest year 2025

Participants Over Time

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

420201520202025YearValue
4Latest 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
202514$819,506$90,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
Edmund & Wheeler Inc. 401(K)Plan & Trust-4$819,506$90,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
202413$702,930$136,500$45,500iApproximate average salary by contribution assumption: employee only about $1,137,500 at 4% or $758,333 at 6%; with 50% employer match about $758,333 at 4% or $505,556 at 6%; with 100% employer match about $568,750 at 4% or $379,167 at 6%.
Edmund & Wheeler Inc. 401(K)Plan & Trust-3$702,930$136,500$45,500iApproximate average salary by contribution assumption: employee only about $1,137,500 at 4% or $758,333 at 6%; with 50% employer match about $758,333 at 4% or $505,556 at 6%; with 100% employer match about $568,750 at 4% or $379,167 at 6%.
202313$520,462$55,680$18,560iApproximate average salary by contribution assumption: employee only about $464,000 at 4% or $309,333 at 6%; with 50% employer match about $309,333 at 4% or $206,222 at 6%; with 100% employer match about $232,000 at 4% or $154,667 at 6%.
Edmund & Wheeler Inc. 401(K)Plan & Trust-3$520,462$55,680$18,560iApproximate average salary by contribution assumption: employee only about $464,000 at 4% or $309,333 at 6%; with 50% employer match about $309,333 at 4% or $206,222 at 6%; with 100% employer match about $232,000 at 4% or $154,667 at 6%.
202213$433,841$76,600$25,533iApproximate average salary by contribution assumption: employee only about $638,333 at 4% or $425,556 at 6%; with 50% employer match about $425,556 at 4% or $283,704 at 6%; with 100% employer match about $319,167 at 4% or $212,778 at 6%.
Edmund & Wheeler Inc. 401(K)Plan & Trust-3$433,841$76,600$25,533iApproximate average salary by contribution assumption: employee only about $638,333 at 4% or $425,556 at 6%; with 50% employer match about $425,556 at 4% or $283,704 at 6%; with 100% employer match about $319,167 at 4% or $212,778 at 6%.
202113$371,705$64,840$21,613iApproximate average salary by contribution assumption: employee only about $540,333 at 4% or $360,222 at 6%; with 50% employer match about $360,222 at 4% or $240,148 at 6%; with 100% employer match about $270,167 at 4% or $180,111 at 6%.
Edmund & Wheeler Inc. 401(K)Plan & Trust-3$371,705$64,840$21,613iApproximate average salary by contribution assumption: employee only about $540,333 at 4% or $360,222 at 6%; with 50% employer match about $360,222 at 4% or $240,148 at 6%; with 100% employer match about $270,167 at 4% or $180,111 at 6%.
202013$302,015$39,267$13,089iApproximate average salary by contribution assumption: employee only about $327,225 at 4% or $218,150 at 6%; with 50% employer match about $218,150 at 4% or $145,433 at 6%; with 100% employer match about $163,613 at 4% or $109,075 at 6%.
Edmund & Wheeler Inc. 401(K)Plan & Trust-3$302,015$39,267$13,089iApproximate average salary by contribution assumption: employee only about $327,225 at 4% or $218,150 at 6%; with 50% employer match about $218,150 at 4% or $145,433 at 6%; with 100% employer match about $163,613 at 4% or $109,075 at 6%.
201913$232,170$24,533$8,178iApproximate average salary by contribution assumption: employee only about $204,442 at 4% or $136,294 at 6%; with 50% employer match about $136,294 at 4% or $90,863 at 6%; with 100% employer match about $102,221 at 4% or $68,147 at 6%.
Edmund & Wheeler Inc. 401(K)Plan & Trust-3$232,170$24,533$8,178iApproximate average salary by contribution assumption: employee only about $204,442 at 4% or $136,294 at 6%; with 50% employer match about $136,294 at 4% or $90,863 at 6%; with 100% employer match about $102,221 at 4% or $68,147 at 6%.
201813$391,143$59,333$19,778iApproximate average salary by contribution assumption: employee only about $494,442 at 4% or $329,628 at 6%; with 50% employer match about $329,628 at 4% or $219,752 at 6%; with 100% employer match about $247,221 at 4% or $164,814 at 6%.
Edmund & Wheeler Inc. 401(K)Plan & Trust-3$391,143$59,333$19,778iApproximate average salary by contribution assumption: employee only about $494,442 at 4% or $329,628 at 6%; with 50% employer match about $329,628 at 4% or $219,752 at 6%; with 100% employer match about $247,221 at 4% or $164,814 at 6%.
201713$327,693$69,600$23,200iApproximate average salary by contribution assumption: employee only about $580,000 at 4% or $386,667 at 6%; with 50% employer match about $386,667 at 4% or $257,778 at 6%; with 100% employer match about $290,000 at 4% or $193,333 at 6%.
Edmund & Wheeler Inc. 401(K)Plan & Trust-3$327,693$69,600$23,200iApproximate average salary by contribution assumption: employee only about $580,000 at 4% or $386,667 at 6%; with 50% employer match about $386,667 at 4% or $257,778 at 6%; with 100% employer match about $290,000 at 4% or $193,333 at 6%.
201613$243,751$123,080$41,027iApproximate average salary by contribution assumption: employee only about $1,025,667 at 4% or $683,778 at 6%; with 50% employer match about $683,778 at 4% or $455,852 at 6%; with 100% employer match about $512,833 at 4% or $341,889 at 6%.
Edmund & Wheeler Inc. 401(K)Plan & Trust-3$243,751$123,080$41,027iApproximate average salary by contribution assumption: employee only about $1,025,667 at 4% or $683,778 at 6%; with 50% employer match about $683,778 at 4% or $455,852 at 6%; with 100% employer match about $512,833 at 4% or $341,889 at 6%.
201513$114,426$113,128$37,709iApproximate average salary by contribution assumption: employee only about $942,733 at 4% or $628,489 at 6%; with 50% employer match about $628,489 at 4% or $418,993 at 6%; with 100% employer match about $471,367 at 4% or $314,244 at 6%.
Edmund & Wheeler Inc. 401(K)Plan & Trust-3$114,426$113,128$37,709iApproximate average salary by contribution assumption: employee only about $942,733 at 4% or $628,489 at 6%; with 50% employer match about $628,489 at 4% or $418,993 at 6%; with 100% employer match about $471,367 at 4% or $314,244 at 6%.