Civic Intelligence

Diastole Wealth Management Inc

Plan context: Diastole Wealth Management Inc 401 K Profit Sharing Plan Trust

EIN 06-1463831 • Guilford, CT • 14 filings • 2 plans

58 Boston StGuilford, CT 06437-2801
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$2,374,071

2025 Contributions

$212,810

Historical Graphs

Total Assets Over Time

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

$2,374,071$1,187,036$0201220192025YearValue
$2,374,071Latest year 2025

Participants Over Time

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

1470201220192025YearValue
13Latest 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
2025113$2,374,071$212,810$16,370iApproximate average salary by contribution assumption: employee only about $409,250 at 4% or $272,833 at 6%; with 50% employer match about $272,833 at 4% or $181,889 at 6%; with 100% employer match about $204,625 at 4% or $136,417 at 6%.
Diastole Wealth Management Inc 401 K Profit Sharing Plan Trust-13$2,374,071$212,810$16,370iApproximate average salary by contribution assumption: employee only about $409,250 at 4% or $272,833 at 6%; with 50% employer match about $272,833 at 4% or $181,889 at 6%; with 100% employer match about $204,625 at 4% or $136,417 at 6%.
2024111$1,940,539$203,789$18,526iApproximate average salary by contribution assumption: employee only about $463,157 at 4% or $308,771 at 6%; with 50% employer match about $308,771 at 4% or $205,847 at 6%; with 100% employer match about $231,578 at 4% or $154,386 at 6%.
Diastole Wealth Management Inc 401 K Profit Sharing Plan Trust-11$1,940,539$203,789$18,526iApproximate average salary by contribution assumption: employee only about $463,157 at 4% or $308,771 at 6%; with 50% employer match about $308,771 at 4% or $205,847 at 6%; with 100% employer match about $231,578 at 4% or $154,386 at 6%.
2023111$1,697,715$187,608$17,055iApproximate average salary by contribution assumption: employee only about $426,382 at 4% or $284,255 at 6%; with 50% employer match about $284,255 at 4% or $189,503 at 6%; with 100% employer match about $213,191 at 4% or $142,127 at 6%.
Diastole Wealth Management Inc 401 K Profit Sharing Plan Trust-11$1,697,715$187,608$17,055iApproximate average salary by contribution assumption: employee only about $426,382 at 4% or $284,255 at 6%; with 50% employer match about $284,255 at 4% or $189,503 at 6%; with 100% employer match about $213,191 at 4% or $142,127 at 6%.
2022112$1,235,969$157,369$13,114iApproximate average salary by contribution assumption: employee only about $327,852 at 4% or $218,568 at 6%; with 50% employer match about $218,568 at 4% or $145,712 at 6%; with 100% employer match about $163,926 at 4% or $109,284 at 6%.
Diastole Wealth Management Inc 401 K Profit Sharing Plan Trust-12$1,235,969$157,369$13,114iApproximate average salary by contribution assumption: employee only about $327,852 at 4% or $218,568 at 6%; with 50% employer match about $218,568 at 4% or $145,712 at 6%; with 100% employer match about $163,926 at 4% or $109,284 at 6%.
2021113$1,431,268$136,530$10,502iApproximate average salary by contribution assumption: employee only about $262,558 at 4% or $175,038 at 6%; with 50% employer match about $175,038 at 4% or $116,692 at 6%; with 100% employer match about $131,279 at 4% or $87,519 at 6%.
Diastole Wealth Management Inc 401 K Profit Sharing Plan Trust-13$1,431,268$136,530$10,502iApproximate average salary by contribution assumption: employee only about $262,558 at 4% or $175,038 at 6%; with 50% employer match about $175,038 at 4% or $116,692 at 6%; with 100% employer match about $131,279 at 4% or $87,519 at 6%.
2020112$1,121,404$113,256$9,438iApproximate average salary by contribution assumption: employee only about $235,950 at 4% or $157,300 at 6%; with 50% employer match about $157,300 at 4% or $104,867 at 6%; with 100% employer match about $117,975 at 4% or $78,650 at 6%.
Diastole Wealth Management Inc 401 K Profit Sharing Plan Trust-12$1,121,404$113,256$9,438iApproximate average salary by contribution assumption: employee only about $235,950 at 4% or $157,300 at 6%; with 50% employer match about $157,300 at 4% or $104,867 at 6%; with 100% employer match about $117,975 at 4% or $78,650 at 6%.
2019114$837,473$98,757$7,054iApproximate average salary by contribution assumption: employee only about $176,352 at 4% or $117,568 at 6%; with 50% employer match about $117,568 at 4% or $78,379 at 6%; with 100% employer match about $88,176 at 4% or $58,784 at 6%.
Diastole Wealth Management Inc 401 K Profit Sharing Plan Trust-14$837,473$98,757$7,054iApproximate average salary by contribution assumption: employee only about $176,352 at 4% or $117,568 at 6%; with 50% employer match about $117,568 at 4% or $78,379 at 6%; with 100% employer match about $88,176 at 4% or $58,784 at 6%.
2018113$596,274$81,571$6,275iApproximate average salary by contribution assumption: employee only about $156,867 at 4% or $104,578 at 6%; with 50% employer match about $104,578 at 4% or $69,719 at 6%; with 100% employer match about $78,434 at 4% or $52,289 at 6%.
Diastole Wealth Management Inc 401 K Profit Sharing Plan Trust-13$596,274$81,571$6,275iApproximate average salary by contribution assumption: employee only about $156,867 at 4% or $104,578 at 6%; with 50% employer match about $104,578 at 4% or $69,719 at 6%; with 100% employer match about $78,434 at 4% or $52,289 at 6%.
201719$538,893$73,405$8,156iApproximate average salary by contribution assumption: employee only about $203,903 at 4% or $135,935 at 6%; with 50% employer match about $135,935 at 4% or $90,623 at 6%; with 100% employer match about $101,951 at 4% or $67,968 at 6%.
Diastole Wealth Management Inc 401 K Profit Sharing Plan Trust-9$538,893$73,405$8,156iApproximate average salary by contribution assumption: employee only about $203,903 at 4% or $135,935 at 6%; with 50% employer match about $135,935 at 4% or $90,623 at 6%; with 100% employer match about $101,951 at 4% or $67,968 at 6%.
201619$383,419$70,891$7,877iApproximate average salary by contribution assumption: employee only about $196,919 at 4% or $131,280 at 6%; with 50% employer match about $131,280 at 4% or $87,520 at 6%; with 100% employer match about $98,460 at 4% or $65,640 at 6%.
Diastole Wealth Management Inc 401 K Profit Sharing Plan Trust-9$383,419$70,891$7,877iApproximate average salary by contribution assumption: employee only about $196,919 at 4% or $131,280 at 6%; with 50% employer match about $131,280 at 4% or $87,520 at 6%; with 100% employer match about $98,460 at 4% or $65,640 at 6%.
2015110$303,907$45,979$4,598iApproximate average salary by contribution assumption: employee only about $114,947 at 4% or $76,632 at 6%; with 50% employer match about $76,632 at 4% or $51,088 at 6%; with 100% employer match about $57,474 at 4% or $38,316 at 6%.
Diastole Wealth Management Inc 401 K Profit Sharing Plan Trust-10$303,907$45,979$4,598iApproximate average salary by contribution assumption: employee only about $114,947 at 4% or $76,632 at 6%; with 50% employer match about $76,632 at 4% or $51,088 at 6%; with 100% employer match about $57,474 at 4% or $38,316 at 6%.
201419$255,294$51,472$5,719iApproximate average salary by contribution assumption: employee only about $142,978 at 4% or $95,319 at 6%; with 50% employer match about $95,319 at 4% or $63,546 at 6%; with 100% employer match about $71,489 at 4% or $47,659 at 6%.
Diastole Wealth Management Inc 401 K Profit Sharing Plan Trust-9$255,294$51,472$5,719iApproximate average salary by contribution assumption: employee only about $142,978 at 4% or $95,319 at 6%; with 50% employer match about $95,319 at 4% or $63,546 at 6%; with 100% employer match about $71,489 at 4% or $47,659 at 6%.
201318$190,430$61,909$7,739iApproximate average salary by contribution assumption: employee only about $193,466 at 4% or $128,977 at 6%; with 50% employer match about $128,977 at 4% or $85,985 at 6%; with 100% employer match about $96,733 at 4% or $64,489 at 6%.
Diastole Wealth Management Inc 401 K Profit Sharing Plan Trust-8$190,430$61,909$7,739iApproximate average salary by contribution assumption: employee only about $193,466 at 4% or $128,977 at 6%; with 50% employer match about $128,977 at 4% or $85,985 at 6%; with 100% employer match about $96,733 at 4% or $64,489 at 6%.
201217$103,270$99,110$14,159iApproximate average salary by contribution assumption: employee only about $353,964 at 4% or $235,976 at 6%; with 50% employer match about $235,976 at 4% or $157,317 at 6%; with 100% employer match about $176,982 at 4% or $117,988 at 6%.
Diastole Wealth Management Inc 401 K Profit Sharing Plan Trust-7$103,270$99,110$14,159iApproximate average salary by contribution assumption: employee only about $353,964 at 4% or $235,976 at 6%; with 50% employer match about $235,976 at 4% or $157,317 at 6%; with 100% employer match about $176,982 at 4% or $117,988 at 6%.