Civic Intelligence

Wilmarth & Associates Trade

Plan context: Wilmarth Associates Trade 401 K Profit Sharing Plan Trust

EIN 06-1567070 • Avon, CT • 20 filings • 5 plans

30 Tower LaneSuite 130Avon, CT 06001
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,338,115

2024 Contributions

$66,319

Historical Graphs

Total Assets Over Time

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

$1,338,115$669,058$0200520152024YearValue
$1,338,115Latest year 2024

Participants Over Time

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

530200520152024YearValue
3Latest 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
202413$1,338,115$66,319$22,106iApproximate average salary by contribution assumption: employee only about $552,658 at 4% or $368,439 at 6%; with 50% employer match about $368,439 at 4% or $245,626 at 6%; with 100% employer match about $276,329 at 4% or $184,219 at 6%.
Wilmarth Associates Trade 401 K Profit Sharing Plan Trust-3$1,338,115$66,319$22,106iApproximate average salary by contribution assumption: employee only about $552,658 at 4% or $368,439 at 6%; with 50% employer match about $368,439 at 4% or $245,626 at 6%; with 100% employer match about $276,329 at 4% or $184,219 at 6%.
202313$1,086,056$21,744$7,248iApproximate average salary by contribution assumption: employee only about $181,200 at 4% or $120,800 at 6%; with 50% employer match about $120,800 at 4% or $80,533 at 6%; with 100% employer match about $90,600 at 4% or $60,400 at 6%.
Wilmarth Associates Trade 401 K Profit Sharing Plan Trust-3$1,086,056$21,744$7,248iApproximate average salary by contribution assumption: employee only about $181,200 at 4% or $120,800 at 6%; with 50% employer match about $120,800 at 4% or $80,533 at 6%; with 100% employer match about $90,600 at 4% or $60,400 at 6%.
202213$895,127$44,615$14,872iApproximate average salary by contribution assumption: employee only about $371,792 at 4% or $247,861 at 6%; with 50% employer match about $247,861 at 4% or $165,241 at 6%; with 100% employer match about $185,896 at 4% or $123,931 at 6%.
Wilmarth Associates Trade 401 K Profit Sharing Plan Trust-3$895,127$44,615$14,872iApproximate average salary by contribution assumption: employee only about $371,792 at 4% or $247,861 at 6%; with 50% employer match about $247,861 at 4% or $165,241 at 6%; with 100% employer match about $185,896 at 4% or $123,931 at 6%.
202113$1,053,162$18,840$6,280iApproximate average salary by contribution assumption: employee only about $157,000 at 4% or $104,667 at 6%; with 50% employer match about $104,667 at 4% or $69,778 at 6%; with 100% employer match about $78,500 at 4% or $52,333 at 6%.
Wilmarth Associates Trade 401 K Profit Sharing Plan Trust-3$1,053,162$18,840$6,280iApproximate average salary by contribution assumption: employee only about $157,000 at 4% or $104,667 at 6%; with 50% employer match about $104,667 at 4% or $69,778 at 6%; with 100% employer match about $78,500 at 4% or $52,333 at 6%.
202013$874,305$19,411$6,470iApproximate average salary by contribution assumption: employee only about $161,758 at 4% or $107,839 at 6%; with 50% employer match about $107,839 at 4% or $71,893 at 6%; with 100% employer match about $80,879 at 4% or $53,919 at 6%.
Wilmarth Associates Trade 401 K Profit Sharing Plan Trust-3$874,305$19,411$6,470iApproximate average salary by contribution assumption: employee only about $161,758 at 4% or $107,839 at 6%; with 50% employer match about $107,839 at 4% or $71,893 at 6%; with 100% employer match about $80,879 at 4% or $53,919 at 6%.
201913$704,130$30,339$10,113iApproximate average salary by contribution assumption: employee only about $252,825 at 4% or $168,550 at 6%; with 50% employer match about $168,550 at 4% or $112,367 at 6%; with 100% employer match about $126,413 at 4% or $84,275 at 6%.
Wilmarth Associates Trade 401 K Profit Sharing Plan Trust-3$704,130$30,339$10,113iApproximate average salary by contribution assumption: employee only about $252,825 at 4% or $168,550 at 6%; with 50% employer match about $168,550 at 4% or $112,367 at 6%; with 100% employer match about $126,413 at 4% or $84,275 at 6%.
201813$558,986$29,972$9,991iApproximate average salary by contribution assumption: employee only about $249,767 at 4% or $166,511 at 6%; with 50% employer match about $166,511 at 4% or $111,007 at 6%; with 100% employer match about $124,883 at 4% or $83,256 at 6%.
Wilmarth Associates Trade 401 K Profit Sharing Plan Trust-3$558,986$29,972$9,991iApproximate average salary by contribution assumption: employee only about $249,767 at 4% or $166,511 at 6%; with 50% employer match about $166,511 at 4% or $111,007 at 6%; with 100% employer match about $124,883 at 4% or $83,256 at 6%.
201712$558,803$243,781$121,891iApproximate average salary by contribution assumption: employee only about $3,047,263 at 4% or $2,031,508 at 6%; with 50% employer match about $2,031,508 at 4% or $1,354,339 at 6%; with 100% employer match about $1,523,631 at 4% or $1,015,754 at 6%.
Wilmarth Associates Trade 401 K Profit Sharing Plan Trust-2$558,803$243,781$121,891iApproximate average salary by contribution assumption: employee only about $3,047,263 at 4% or $2,031,508 at 6%; with 50% employer match about $2,031,508 at 4% or $1,354,339 at 6%; with 100% employer match about $1,523,631 at 4% or $1,015,754 at 6%.
201613$375,459$44,643$14,881iApproximate average salary by contribution assumption: employee only about $372,025 at 4% or $248,017 at 6%; with 50% employer match about $248,017 at 4% or $165,344 at 6%; with 100% employer match about $186,013 at 4% or $124,008 at 6%.
Wilmarth Associates Trade 401 K Profit Sharing Plan Trust-3$375,459$44,643$14,881iApproximate average salary by contribution assumption: employee only about $372,025 at 4% or $248,017 at 6%; with 50% employer match about $248,017 at 4% or $165,344 at 6%; with 100% employer match about $186,013 at 4% or $124,008 at 6%.
201513$297,881$43,986$14,662iApproximate average salary by contribution assumption: employee only about $366,550 at 4% or $244,367 at 6%; with 50% employer match about $244,367 at 4% or $162,911 at 6%; with 100% employer match about $183,275 at 4% or $122,183 at 6%.
Wilmarth Associates Trade 401 K Profit Sharing Plan Trust-3$297,881$43,986$14,662iApproximate average salary by contribution assumption: employee only about $366,550 at 4% or $244,367 at 6%; with 50% employer match about $244,367 at 4% or $162,911 at 6%; with 100% employer match about $183,275 at 4% or $122,183 at 6%.
201414$357,016$48,612$12,153iApproximate average salary by contribution assumption: employee only about $303,825 at 4% or $202,550 at 6%; with 50% employer match about $202,550 at 4% or $135,033 at 6%; with 100% employer match about $151,913 at 4% or $101,275 at 6%.
Wilmarth Associates Trade 401 K Profit Sharing Plan Trust-4$357,016$48,612$12,153iApproximate average salary by contribution assumption: employee only about $303,825 at 4% or $202,550 at 6%; with 50% employer match about $202,550 at 4% or $135,033 at 6%; with 100% employer match about $151,913 at 4% or $101,275 at 6%.
201313$294,636$54,282$18,094iApproximate average salary by contribution assumption: employee only about $452,350 at 4% or $301,567 at 6%; with 50% employer match about $301,567 at 4% or $201,044 at 6%; with 100% employer match about $226,175 at 4% or $150,783 at 6%.
Wilmarth Associates Trade 401 K Profit Sharing Plan Trust-3$294,636$54,282$18,094iApproximate average salary by contribution assumption: employee only about $452,350 at 4% or $301,567 at 6%; with 50% employer match about $301,567 at 4% or $201,044 at 6%; with 100% employer match about $226,175 at 4% or $150,783 at 6%.
201215$774,611$94,368$18,874iApproximate average salary by contribution assumption: employee only about $471,840 at 4% or $314,560 at 6%; with 50% employer match about $314,560 at 4% or $209,707 at 6%; with 100% employer match about $235,920 at 4% or $157,280 at 6%.
Wilmarth Associates Trade 401 K Profit Sharing Plan Trust-5$774,611$94,368$18,874iApproximate average salary by contribution assumption: employee only about $471,840 at 4% or $314,560 at 6%; with 50% employer match about $314,560 at 4% or $209,707 at 6%; with 100% employer match about $235,920 at 4% or $157,280 at 6%.
201115$618,897$92,695$18,539iApproximate average salary by contribution assumption: employee only about $463,475 at 4% or $308,983 at 6%; with 50% employer match about $308,983 at 4% or $205,989 at 6%; with 100% employer match about $231,738 at 4% or $154,492 at 6%.
Wilmarth Associates Trade 401 K Profit Sharing Plan Trust-5$618,897$92,695$18,539iApproximate average salary by contribution assumption: employee only about $463,475 at 4% or $308,983 at 6%; with 50% employer match about $308,983 at 4% or $205,989 at 6%; with 100% employer match about $231,738 at 4% or $154,492 at 6%.
201015$532,351$94,454$18,891iApproximate average salary by contribution assumption: employee only about $472,270 at 4% or $314,847 at 6%; with 50% employer match about $314,847 at 4% or $209,898 at 6%; with 100% employer match about $236,135 at 4% or $157,423 at 6%.
Wilmarth Associates Trade 401 K Profit Sharing Plan Trust-5$532,351$94,454$18,891iApproximate average salary by contribution assumption: employee only about $472,270 at 4% or $314,847 at 6%; with 50% employer match about $314,847 at 4% or $209,898 at 6%; with 100% employer match about $236,135 at 4% or $157,423 at 6%.
200915$386,043$96,755$19,351iApproximate average salary by contribution assumption: employee only about $483,775 at 4% or $322,517 at 6%; with 50% employer match about $322,517 at 4% or $215,011 at 6%; with 100% employer match about $241,888 at 4% or $161,258 at 6%.
Wilmarth Associates Trade 401 K Profit Sharing Plan Trust-5$386,043$96,755$19,351iApproximate average salary by contribution assumption: employee only about $483,775 at 4% or $322,517 at 6%; with 50% employer match about $322,517 at 4% or $215,011 at 6%; with 100% employer match about $241,888 at 4% or $161,258 at 6%.
200815$243,848$92,977$18,595iApproximate average salary by contribution assumption: employee only about $464,885 at 4% or $309,923 at 6%; with 50% employer match about $309,923 at 4% or $206,616 at 6%; with 100% employer match about $232,443 at 4% or $154,962 at 6%.
Wilmarth Associates Trade 401 K Profit Sharing Plan Trust-5$243,848$92,977$18,595iApproximate average salary by contribution assumption: employee only about $464,885 at 4% or $309,923 at 6%; with 50% employer match about $309,923 at 4% or $206,616 at 6%; with 100% employer match about $232,443 at 4% or $154,962 at 6%.
200715$238,339$79,472$15,894iApproximate average salary by contribution assumption: employee only about $397,360 at 4% or $264,907 at 6%; with 50% employer match about $264,907 at 4% or $176,604 at 6%; with 100% employer match about $198,680 at 4% or $132,453 at 6%.
Wilmarth Associates Trade 401 K Profit Sharing Plan Trust-5$238,339$79,472$15,894iApproximate average salary by contribution assumption: employee only about $397,360 at 4% or $264,907 at 6%; with 50% employer match about $264,907 at 4% or $176,604 at 6%; with 100% employer match about $198,680 at 4% or $132,453 at 6%.
200615$133,331$80,093$16,019iApproximate average salary by contribution assumption: employee only about $400,465 at 4% or $266,977 at 6%; with 50% employer match about $266,977 at 4% or $177,984 at 6%; with 100% employer match about $200,233 at 4% or $133,488 at 6%.
Wilmarth Associates Trade 401 K Profit Sharing Plan Trust-5$133,331$80,093$16,019iApproximate average salary by contribution assumption: employee only about $400,465 at 4% or $266,977 at 6%; with 50% employer match about $266,977 at 4% or $177,984 at 6%; with 100% employer match about $200,233 at 4% or $133,488 at 6%.
200514$50,085$46,646$11,662iApproximate average salary by contribution assumption: employee only about $291,538 at 4% or $194,358 at 6%; with 50% employer match about $194,358 at 4% or $129,572 at 6%; with 100% employer match about $145,769 at 4% or $97,179 at 6%.
Wilmarth Associates Trade 401 K Profit Sharing Plan Trust-4$50,085$46,646$11,662iApproximate average salary by contribution assumption: employee only about $291,538 at 4% or $194,358 at 6%; with 50% employer match about $194,358 at 4% or $129,572 at 6%; with 100% employer match about $145,769 at 4% or $97,179 at 6%.