Civic Intelligence

Endurance Wealth Management Inc.

Plan context: Ewm Inc. Profit Sharing Plan

EIN 26-3105420 • Providence, RI • 16 filings • 2 plans

101 Dyer Street4th FloorProvidence, RI 02903
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$8,623,145

2024 Contributions

$299,253

Historical Graphs

Total Assets Over Time

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

$8,623,145$4,311,573$0200920162023YearValue
$8,623,145Latest year 2023

Participants Over Time

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

1370200920162023YearValue
13Latest year 2023

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
202410$0$0-
Ewm Inc. Profit Sharing Plan-0$0--
2023113$8,623,145$299,253$23,019iApproximate average salary by contribution assumption: employee only about $575,487 at 4% or $383,658 at 6%; with 50% employer match about $383,658 at 4% or $255,772 at 6%; with 100% employer match about $287,743 at 4% or $191,829 at 6%.
Ewm Inc. Profit Sharing Plan-13$8,623,145$299,253$23,019iApproximate average salary by contribution assumption: employee only about $575,487 at 4% or $383,658 at 6%; with 50% employer match about $383,658 at 4% or $255,772 at 6%; with 100% employer match about $287,743 at 4% or $191,829 at 6%.
2022111$7,356,425$323,477$29,407iApproximate average salary by contribution assumption: employee only about $735,175 at 4% or $490,117 at 6%; with 50% employer match about $490,117 at 4% or $326,744 at 6%; with 100% employer match about $367,588 at 4% or $245,058 at 6%.
Ewm Inc. Profit Sharing Plan-11$7,356,425$323,477$29,407iApproximate average salary by contribution assumption: employee only about $735,175 at 4% or $490,117 at 6%; with 50% employer match about $490,117 at 4% or $326,744 at 6%; with 100% employer match about $367,588 at 4% or $245,058 at 6%.
2021112$8,443,422$389,963$32,497iApproximate average salary by contribution assumption: employee only about $812,423 at 4% or $541,615 at 6%; with 50% employer match about $541,615 at 4% or $361,077 at 6%; with 100% employer match about $406,211 at 4% or $270,808 at 6%.
Ewm Inc. Profit Sharing Plan-12$8,443,422$389,963$32,497iApproximate average salary by contribution assumption: employee only about $812,423 at 4% or $541,615 at 6%; with 50% employer match about $541,615 at 4% or $361,077 at 6%; with 100% employer match about $406,211 at 4% or $270,808 at 6%.
2020111$6,813,251$377,444$34,313iApproximate average salary by contribution assumption: employee only about $857,827 at 4% or $571,885 at 6%; with 50% employer match about $571,885 at 4% or $381,257 at 6%; with 100% employer match about $428,914 at 4% or $285,942 at 6%.
Ewm Inc. Profit Sharing Plan-11$6,813,251$377,444$34,313iApproximate average salary by contribution assumption: employee only about $857,827 at 4% or $571,885 at 6%; with 50% employer match about $571,885 at 4% or $381,257 at 6%; with 100% employer match about $428,914 at 4% or $285,942 at 6%.
2019111$5,374,589$313,873$28,534iApproximate average salary by contribution assumption: employee only about $713,348 at 4% or $475,565 at 6%; with 50% employer match about $475,565 at 4% or $317,043 at 6%; with 100% employer match about $356,674 at 4% or $237,783 at 6%.
Ewm Inc. Profit Sharing Plan-11$5,374,589$313,873$28,534iApproximate average salary by contribution assumption: employee only about $713,348 at 4% or $475,565 at 6%; with 50% employer match about $475,565 at 4% or $317,043 at 6%; with 100% employer match about $356,674 at 4% or $237,783 at 6%.
2018111$4,002,539$298,862$27,169iApproximate average salary by contribution assumption: employee only about $679,232 at 4% or $452,821 at 6%; with 50% employer match about $452,821 at 4% or $301,881 at 6%; with 100% employer match about $339,616 at 4% or $226,411 at 6%.
Ewm Inc. Profit Sharing Plan-11$4,002,539$298,862$27,169iApproximate average salary by contribution assumption: employee only about $679,232 at 4% or $452,821 at 6%; with 50% employer match about $452,821 at 4% or $301,881 at 6%; with 100% employer match about $339,616 at 4% or $226,411 at 6%.
2017112$4,143,134$310,019$25,835iApproximate average salary by contribution assumption: employee only about $645,873 at 4% or $430,582 at 6%; with 50% employer match about $430,582 at 4% or $287,055 at 6%; with 100% employer match about $322,936 at 4% or $215,291 at 6%.
Ewm Inc. Profit Sharing Plan-12$4,143,134$310,019$25,835iApproximate average salary by contribution assumption: employee only about $645,873 at 4% or $430,582 at 6%; with 50% employer match about $430,582 at 4% or $287,055 at 6%; with 100% employer match about $322,936 at 4% or $215,291 at 6%.
2016113$3,464,230$311,007$23,924iApproximate average salary by contribution assumption: employee only about $598,090 at 4% or $398,727 at 6%; with 50% employer match about $398,727 at 4% or $265,818 at 6%; with 100% employer match about $299,045 at 4% or $199,363 at 6%.
Ewm Inc. Profit Sharing Plan-13$3,464,230$311,007$23,924iApproximate average salary by contribution assumption: employee only about $598,090 at 4% or $398,727 at 6%; with 50% employer match about $398,727 at 4% or $265,818 at 6%; with 100% employer match about $299,045 at 4% or $199,363 at 6%.
2015112$3,257,635$290,517$24,210iApproximate average salary by contribution assumption: employee only about $605,244 at 4% or $403,496 at 6%; with 50% employer match about $403,496 at 4% or $268,997 at 6%; with 100% employer match about $302,622 at 4% or $201,748 at 6%.
Ewm Inc. Profit Sharing Plan-12$3,257,635$290,517$24,210iApproximate average salary by contribution assumption: employee only about $605,244 at 4% or $403,496 at 6%; with 50% employer match about $403,496 at 4% or $268,997 at 6%; with 100% employer match about $302,622 at 4% or $201,748 at 6%.
2014111$3,130,188$324,921$29,538iApproximate average salary by contribution assumption: employee only about $738,457 at 4% or $492,305 at 6%; with 50% employer match about $492,305 at 4% or $328,203 at 6%; with 100% employer match about $369,228 at 4% or $246,152 at 6%.
Ewm Inc. Profit Sharing Plan-11$3,130,188$324,921$29,538iApproximate average salary by contribution assumption: employee only about $738,457 at 4% or $492,305 at 6%; with 50% employer match about $492,305 at 4% or $328,203 at 6%; with 100% employer match about $369,228 at 4% or $246,152 at 6%.
2013112$2,649,959$247,175$20,598iApproximate average salary by contribution assumption: employee only about $514,948 at 4% or $343,299 at 6%; with 50% employer match about $343,299 at 4% or $228,866 at 6%; with 100% employer match about $257,474 at 4% or $171,649 at 6%.
Ewm Inc. Profit Sharing Plan-12$2,649,959$247,175$20,598iApproximate average salary by contribution assumption: employee only about $514,948 at 4% or $343,299 at 6%; with 50% employer match about $343,299 at 4% or $228,866 at 6%; with 100% employer match about $257,474 at 4% or $171,649 at 6%.
2012112$1,986,450$257,292$21,441iApproximate average salary by contribution assumption: employee only about $536,025 at 4% or $357,350 at 6%; with 50% employer match about $357,350 at 4% or $238,233 at 6%; with 100% employer match about $268,013 at 4% or $178,675 at 6%.
Ewm Inc. Profit Sharing Plan-12$1,986,450$257,292$21,441iApproximate average salary by contribution assumption: employee only about $536,025 at 4% or $357,350 at 6%; with 50% employer match about $357,350 at 4% or $238,233 at 6%; with 100% employer match about $268,013 at 4% or $178,675 at 6%.
2011110$1,510,572$212,052$21,205iApproximate average salary by contribution assumption: employee only about $530,130 at 4% or $353,420 at 6%; with 50% employer match about $353,420 at 4% or $235,613 at 6%; with 100% employer match about $265,065 at 4% or $176,710 at 6%.
Ewm Inc. Profit Sharing Plan-10$1,510,572$212,052$21,205iApproximate average salary by contribution assumption: employee only about $530,130 at 4% or $353,420 at 6%; with 50% employer match about $353,420 at 4% or $235,613 at 6%; with 100% employer match about $265,065 at 4% or $176,710 at 6%.
201019$1,334,210$197,257$21,917iApproximate average salary by contribution assumption: employee only about $547,936 at 4% or $365,291 at 6%; with 50% employer match about $365,291 at 4% or $243,527 at 6%; with 100% employer match about $273,968 at 4% or $182,645 at 6%.
Ewm Inc. Profit Sharing Plan-9$1,334,210$197,257$21,917iApproximate average salary by contribution assumption: employee only about $547,936 at 4% or $365,291 at 6%; with 50% employer match about $365,291 at 4% or $243,527 at 6%; with 100% employer match about $273,968 at 4% or $182,645 at 6%.
200917$1,005,167$141,466$20,209iApproximate average salary by contribution assumption: employee only about $505,236 at 4% or $336,824 at 6%; with 50% employer match about $336,824 at 4% or $224,549 at 6%; with 100% employer match about $252,618 at 4% or $168,412 at 6%.
Ewm Inc. Profit Sharing Plan-7$1,005,167$141,466$20,209iApproximate average salary by contribution assumption: employee only about $505,236 at 4% or $336,824 at 6%; with 50% employer match about $336,824 at 4% or $224,549 at 6%; with 100% employer match about $252,618 at 4% or $168,412 at 6%.