Civic Intelligence

Caldwell, Wenzel, & Asthana PC.

Plan context: Caldwell Wenzel & Asthana Safe Harbor 401(K) Plan

EIN 20-8220659 • Foley, AL • 11 filings • 3 plans

218 North Alston StreetFoley, AL 36535
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$1,061,714

2025 Contributions

$82,975

Historical Graphs

Total Assets Over Time

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

$1,061,714$530,857$0201520202025YearValue
$1,061,714Latest year 2025

Participants Over Time

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

1470201520202025YearValue
14Latest 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
2025114$1,061,714$82,975$5,927iApproximate average salary by contribution assumption: employee only about $148,170 at 4% or $98,780 at 6%; with 50% employer match about $98,780 at 4% or $65,853 at 6%; with 100% employer match about $74,085 at 4% or $49,390 at 6%.
Caldwell Wenzel & Asthana Safe Harbor 401(K) Plan-14$1,061,714$82,975$5,927iApproximate average salary by contribution assumption: employee only about $148,170 at 4% or $98,780 at 6%; with 50% employer match about $98,780 at 4% or $65,853 at 6%; with 100% employer match about $74,085 at 4% or $49,390 at 6%.
202419$809,147$64,623$7,180iApproximate average salary by contribution assumption: employee only about $179,508 at 4% or $119,672 at 6%; with 50% employer match about $119,672 at 4% or $79,781 at 6%; with 100% employer match about $89,754 at 4% or $59,836 at 6%.
Caldwell Wenzel & Asthana Safe Harbor 401(K) Plan-9$809,147$64,623$7,180iApproximate average salary by contribution assumption: employee only about $179,508 at 4% or $119,672 at 6%; with 50% employer match about $119,672 at 4% or $79,781 at 6%; with 100% employer match about $89,754 at 4% or $59,836 at 6%.
202318$649,309$57,629$7,204iApproximate average salary by contribution assumption: employee only about $180,091 at 4% or $120,060 at 6%; with 50% employer match about $120,060 at 4% or $80,040 at 6%; with 100% employer match about $90,045 at 4% or $60,030 at 6%.
Caldwell Wenzel & Asthana Safe Harbor 401(K) Plan-8$649,309$57,629$7,204iApproximate average salary by contribution assumption: employee only about $180,091 at 4% or $120,060 at 6%; with 50% employer match about $120,060 at 4% or $80,040 at 6%; with 100% employer match about $90,045 at 4% or $60,030 at 6%.
202217$489,606$53,785$7,684iApproximate average salary by contribution assumption: employee only about $192,089 at 4% or $128,060 at 6%; with 50% employer match about $128,060 at 4% or $85,373 at 6%; with 100% employer match about $96,045 at 4% or $64,030 at 6%.
Caldwell Wenzel & Asthana Safe Harbor 401(K) Plan-7$489,606$53,785$7,684iApproximate average salary by contribution assumption: employee only about $192,089 at 4% or $128,060 at 6%; with 50% employer match about $128,060 at 4% or $85,373 at 6%; with 100% employer match about $96,045 at 4% or $64,030 at 6%.
202117$529,758$55,033$7,862iApproximate average salary by contribution assumption: employee only about $196,546 at 4% or $131,031 at 6%; with 50% employer match about $131,031 at 4% or $87,354 at 6%; with 100% employer match about $98,273 at 4% or $65,515 at 6%.
Caldwell Wenzel & Asthana Safe Harbor 401(K) Plan-7$529,758$55,033$7,862iApproximate average salary by contribution assumption: employee only about $196,546 at 4% or $131,031 at 6%; with 50% employer match about $131,031 at 4% or $87,354 at 6%; with 100% employer match about $98,273 at 4% or $65,515 at 6%.
202016$404,546$51,191$8,532iApproximate average salary by contribution assumption: employee only about $213,296 at 4% or $142,197 at 6%; with 50% employer match about $142,197 at 4% or $94,798 at 6%; with 100% employer match about $106,648 at 4% or $71,099 at 6%.
Caldwell Wenzel & Asthana Safe Harbor 401(K) Plan-6$404,546$51,191$8,532iApproximate average salary by contribution assumption: employee only about $213,296 at 4% or $142,197 at 6%; with 50% employer match about $142,197 at 4% or $94,798 at 6%; with 100% employer match about $106,648 at 4% or $71,099 at 6%.
201915$295,679$45,227$9,045iApproximate average salary by contribution assumption: employee only about $226,135 at 4% or $150,757 at 6%; with 50% employer match about $150,757 at 4% or $100,504 at 6%; with 100% employer match about $113,068 at 4% or $75,378 at 6%.
Caldwell Wenzel & Asthana Safe Harbor 401(K) Plan-5$295,679$45,227$9,045iApproximate average salary by contribution assumption: employee only about $226,135 at 4% or $150,757 at 6%; with 50% employer match about $150,757 at 4% or $100,504 at 6%; with 100% employer match about $113,068 at 4% or $75,378 at 6%.
201814$196,818$49,509$12,377iApproximate average salary by contribution assumption: employee only about $309,431 at 4% or $206,288 at 6%; with 50% employer match about $206,288 at 4% or $137,525 at 6%; with 100% employer match about $154,716 at 4% or $103,144 at 6%.
Caldwell Wenzel & Asthana Safe Harbor 401(K) Plan-4$196,818$49,509$12,377iApproximate average salary by contribution assumption: employee only about $309,431 at 4% or $206,288 at 6%; with 50% employer match about $206,288 at 4% or $137,525 at 6%; with 100% employer match about $154,716 at 4% or $103,144 at 6%.
201713$164,153$39,764$13,255iApproximate average salary by contribution assumption: employee only about $331,367 at 4% or $220,911 at 6%; with 50% employer match about $220,911 at 4% or $147,274 at 6%; with 100% employer match about $165,683 at 4% or $110,456 at 6%.
Caldwell Wenzel & Asthana Safe Harbor 401(K) Plan-3$164,153$39,764$13,255iApproximate average salary by contribution assumption: employee only about $331,367 at 4% or $220,911 at 6%; with 50% employer match about $220,911 at 4% or $147,274 at 6%; with 100% employer match about $165,683 at 4% or $110,456 at 6%.
201613$101,163$44,314$14,771iApproximate average salary by contribution assumption: employee only about $369,283 at 4% or $246,189 at 6%; with 50% employer match about $246,189 at 4% or $164,126 at 6%; with 100% employer match about $184,642 at 4% or $123,094 at 6%.
Caldwell Wenzel & Asthana Safe Harbor 401(K) Plan-3$101,163$44,314$14,771iApproximate average salary by contribution assumption: employee only about $369,283 at 4% or $246,189 at 6%; with 50% employer match about $246,189 at 4% or $164,126 at 6%; with 100% employer match about $184,642 at 4% or $123,094 at 6%.
201513$50,227$51,600$17,200iApproximate average salary by contribution assumption: employee only about $430,000 at 4% or $286,667 at 6%; with 50% employer match about $286,667 at 4% or $191,111 at 6%; with 100% employer match about $215,000 at 4% or $143,333 at 6%.
Caldwell Wenzel & Asthana Safe Harbor 401(K) Plan-3$50,227$51,600$17,200iApproximate average salary by contribution assumption: employee only about $430,000 at 4% or $286,667 at 6%; with 50% employer match about $286,667 at 4% or $191,111 at 6%; with 100% employer match about $215,000 at 4% or $143,333 at 6%.