Civic Intelligence

Bigelow Investment Advisors LL

Plan context: Bigelow Investment Advisors LL 401 K Profit Sharing Plan Trust

EIN 20-8676315 • Portland, ME • 10 filings • 2 plans

2 Monument Sq Ste 701Portland, ME 04101-6020
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$896,142

2024 Contributions

$159,208

Historical Graphs

Total Assets Over Time

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

$1,057,982$528,991$0201520202024YearValue
$896,142Latest year 2024

Participants Over Time

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

1260201520202024YearValue
9Latest 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
202419$896,142$159,208$17,690iApproximate average salary by contribution assumption: employee only about $442,244 at 4% or $294,830 at 6%; with 50% employer match about $294,830 at 4% or $196,553 at 6%; with 100% employer match about $221,122 at 4% or $147,415 at 6%.
Bigelow Investment Advisors LL 401 K Profit Sharing Plan Trust-9$896,142$159,208$17,690iApproximate average salary by contribution assumption: employee only about $442,244 at 4% or $294,830 at 6%; with 50% employer match about $294,830 at 4% or $196,553 at 6%; with 100% employer match about $221,122 at 4% or $147,415 at 6%.
2023110$935,024$158,411$15,841iApproximate average salary by contribution assumption: employee only about $396,028 at 4% or $264,018 at 6%; with 50% employer match about $264,018 at 4% or $176,012 at 6%; with 100% employer match about $198,014 at 4% or $132,009 at 6%.
Bigelow Investment Advisors LL 401 K Profit Sharing Plan Trust-10$935,024$158,411$15,841iApproximate average salary by contribution assumption: employee only about $396,028 at 4% or $264,018 at 6%; with 50% employer match about $264,018 at 4% or $176,012 at 6%; with 100% employer match about $198,014 at 4% or $132,009 at 6%.
2022110$683,690$143,648$14,365iApproximate average salary by contribution assumption: employee only about $359,120 at 4% or $239,413 at 6%; with 50% employer match about $239,413 at 4% or $159,609 at 6%; with 100% employer match about $179,560 at 4% or $119,707 at 6%.
Bigelow Investment Advisors LL 401 K Profit Sharing Plan Trust-10$683,690$143,648$14,365iApproximate average salary by contribution assumption: employee only about $359,120 at 4% or $239,413 at 6%; with 50% employer match about $239,413 at 4% or $159,609 at 6%; with 100% employer match about $179,560 at 4% or $119,707 at 6%.
2021112$1,057,982$167,862$13,989iApproximate average salary by contribution assumption: employee only about $349,713 at 4% or $233,142 at 6%; with 50% employer match about $233,142 at 4% or $155,428 at 6%; with 100% employer match about $174,856 at 4% or $116,571 at 6%.
Bigelow Investment Advisors LL 401 K Profit Sharing Plan Trust-12$1,057,982$167,862$13,989iApproximate average salary by contribution assumption: employee only about $349,713 at 4% or $233,142 at 6%; with 50% employer match about $233,142 at 4% or $155,428 at 6%; with 100% employer match about $174,856 at 4% or $116,571 at 6%.
2020111$773,107$145,928$13,266iApproximate average salary by contribution assumption: employee only about $331,655 at 4% or $221,103 at 6%; with 50% employer match about $221,103 at 4% or $147,402 at 6%; with 100% employer match about $165,827 at 4% or $110,552 at 6%.
Bigelow Investment Advisors LL 401 K Profit Sharing Plan Trust-11$773,107$145,928$13,266iApproximate average salary by contribution assumption: employee only about $331,655 at 4% or $221,103 at 6%; with 50% employer match about $221,103 at 4% or $147,402 at 6%; with 100% employer match about $165,827 at 4% or $110,552 at 6%.
2019112$599,986$154,012$12,834iApproximate average salary by contribution assumption: employee only about $320,858 at 4% or $213,906 at 6%; with 50% employer match about $213,906 at 4% or $142,604 at 6%; with 100% employer match about $160,429 at 4% or $106,953 at 6%.
Bigelow Investment Advisors LL 401 K Profit Sharing Plan Trust-12$599,986$154,012$12,834iApproximate average salary by contribution assumption: employee only about $320,858 at 4% or $213,906 at 6%; with 50% employer match about $213,906 at 4% or $142,604 at 6%; with 100% employer match about $160,429 at 4% or $106,953 at 6%.
2018112$390,221$150,803$12,567iApproximate average salary by contribution assumption: employee only about $314,173 at 4% or $209,449 at 6%; with 50% employer match about $209,449 at 4% or $139,632 at 6%; with 100% employer match about $157,086 at 4% or $104,724 at 6%.
Bigelow Investment Advisors LL 401 K Profit Sharing Plan Trust-12$390,221$150,803$12,567iApproximate average salary by contribution assumption: employee only about $314,173 at 4% or $209,449 at 6%; with 50% employer match about $209,449 at 4% or $139,632 at 6%; with 100% employer match about $157,086 at 4% or $104,724 at 6%.
201717$260,296$78,896$11,271iApproximate average salary by contribution assumption: employee only about $281,771 at 4% or $187,848 at 6%; with 50% employer match about $187,848 at 4% or $125,232 at 6%; with 100% employer match about $140,886 at 4% or $93,924 at 6%.
Bigelow Investment Advisors LL 401 K Profit Sharing Plan Trust-7$260,296$78,896$11,271iApproximate average salary by contribution assumption: employee only about $281,771 at 4% or $187,848 at 6%; with 50% employer match about $187,848 at 4% or $125,232 at 6%; with 100% employer match about $140,886 at 4% or $93,924 at 6%.
201618$175,187$92,256$11,532iApproximate average salary by contribution assumption: employee only about $288,300 at 4% or $192,200 at 6%; with 50% employer match about $192,200 at 4% or $128,133 at 6%; with 100% employer match about $144,150 at 4% or $96,100 at 6%.
Bigelow Investment Advisors LL 401 K Profit Sharing Plan Trust-8$175,187$92,256$11,532iApproximate average salary by contribution assumption: employee only about $288,300 at 4% or $192,200 at 6%; with 50% employer match about $192,200 at 4% or $128,133 at 6%; with 100% employer match about $144,150 at 4% or $96,100 at 6%.
201518$73,627$74,710$9,339iApproximate average salary by contribution assumption: employee only about $233,469 at 4% or $155,646 at 6%; with 50% employer match about $155,646 at 4% or $103,764 at 6%; with 100% employer match about $116,734 at 4% or $77,823 at 6%.
Bigelow Investment Advisors LL 401 K Profit Sharing Plan Trust-8$73,627$74,710$9,339iApproximate average salary by contribution assumption: employee only about $233,469 at 4% or $155,646 at 6%; with 50% employer match about $155,646 at 4% or $103,764 at 6%; with 100% employer match about $116,734 at 4% or $77,823 at 6%.