Civic Intelligence

Benjamin Edwards Inc.

Plan context: Benjamin F. Edwards and Co. Inc. 401K Plan

EIN 26-3472087 • 14 filings • 5 plans

Current Snapshot

Latest Year

2024

2024 Participants

739

2024 Assets

$125,637,837

2024 Contributions

$22,488,965

Historical Graphs

Total Assets Over Time

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

$125,637,837$62,818,919$0201120182024YearValue
$125,637,837Latest year 2024

Participants Over Time

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

7393700201120182024YearValue
739Latest 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
20241739$125,637,837$22,488,965$30,432iApproximate average salary by contribution assumption: employee only about $760,790 at 4% or $507,194 at 6%; with 50% employer match about $507,194 at 4% or $338,129 at 6%; with 100% employer match about $380,395 at 4% or $253,597 at 6%.
Benjamin F. Edwards and Co. Inc. 401K Plan-739$125,637,837$22,488,965$30,432iApproximate average salary by contribution assumption: employee only about $760,790 at 4% or $507,194 at 6%; with 50% employer match about $507,194 at 4% or $338,129 at 6%; with 100% employer match about $380,395 at 4% or $253,597 at 6%.
20231706$97,351,332$15,640,687$22,154iApproximate average salary by contribution assumption: employee only about $553,849 at 4% or $369,232 at 6%; with 50% employer match about $369,232 at 4% or $246,155 at 6%; with 100% employer match about $276,924 at 4% or $184,616 at 6%.
Benjamin F. Edwards and Co. Inc. 401K Plan-706$97,351,332$15,640,687$22,154iApproximate average salary by contribution assumption: employee only about $553,849 at 4% or $369,232 at 6%; with 50% employer match about $369,232 at 4% or $246,155 at 6%; with 100% employer match about $276,924 at 4% or $184,616 at 6%.
20221701$73,926,833$11,201,099$15,979iApproximate average salary by contribution assumption: employee only about $399,469 at 4% or $266,312 at 6%; with 50% employer match about $266,312 at 4% or $177,542 at 6%; with 100% employer match about $199,734 at 4% or $133,156 at 6%.
Benjamin F. Edwards and Co. Inc. 401K Plan-701$73,926,833$11,201,099$15,979iApproximate average salary by contribution assumption: employee only about $399,469 at 4% or $266,312 at 6%; with 50% employer match about $266,312 at 4% or $177,542 at 6%; with 100% employer match about $199,734 at 4% or $133,156 at 6%.
20211647$81,134,382$11,169,523$17,264iApproximate average salary by contribution assumption: employee only about $431,589 at 4% or $287,726 at 6%; with 50% employer match about $287,726 at 4% or $191,817 at 6%; with 100% employer match about $215,794 at 4% or $143,863 at 6%.
Benjamin F. Edwards and Co. Inc. 401K Plan-647$81,134,382$11,169,523$17,264iApproximate average salary by contribution assumption: employee only about $431,589 at 4% or $287,726 at 6%; with 50% employer match about $287,726 at 4% or $191,817 at 6%; with 100% employer match about $215,794 at 4% or $143,863 at 6%.
20201616$63,631,186$9,029,914$14,659iApproximate average salary by contribution assumption: employee only about $366,474 at 4% or $244,316 at 6%; with 50% employer match about $244,316 at 4% or $162,877 at 6%; with 100% employer match about $183,237 at 4% or $122,158 at 6%.
Benjamin F. Edwards and Co. Inc. 401K Plan-616$63,631,186$9,029,914$14,659iApproximate average salary by contribution assumption: employee only about $366,474 at 4% or $244,316 at 6%; with 50% employer match about $244,316 at 4% or $162,877 at 6%; with 100% employer match about $183,237 at 4% or $122,158 at 6%.
20191591$46,434,927$9,114,228$15,422iApproximate average salary by contribution assumption: employee only about $385,543 at 4% or $257,028 at 6%; with 50% employer match about $257,028 at 4% or $171,352 at 6%; with 100% employer match about $192,771 at 4% or $128,514 at 6%.
Benjamin F. Edwards and Co. Inc. 401K Plan-591$46,434,927$9,114,228$15,422iApproximate average salary by contribution assumption: employee only about $385,543 at 4% or $257,028 at 6%; with 50% employer match about $257,028 at 4% or $171,352 at 6%; with 100% employer match about $192,771 at 4% or $128,514 at 6%.
20181579$31,765,427$8,506,331$14,691iApproximate average salary by contribution assumption: employee only about $367,285 at 4% or $244,857 at 6%; with 50% employer match about $244,857 at 4% or $163,238 at 6%; with 100% employer match about $183,643 at 4% or $122,428 at 6%.
Benjamin F. Edwards and Co. Inc. 401K Plan-579$31,765,427$8,506,331$14,691iApproximate average salary by contribution assumption: employee only about $367,285 at 4% or $244,857 at 6%; with 50% employer match about $244,857 at 4% or $163,238 at 6%; with 100% employer match about $183,643 at 4% or $122,428 at 6%.
20171521$26,646,437$6,968,101$13,374iApproximate average salary by contribution assumption: employee only about $334,362 at 4% or $222,908 at 6%; with 50% employer match about $222,908 at 4% or $148,605 at 6%; with 100% employer match about $167,181 at 4% or $111,454 at 6%.
Benjamin F. Edwards and Co. Inc. 401K Plan-521$26,646,437$6,968,101$13,374iApproximate average salary by contribution assumption: employee only about $334,362 at 4% or $222,908 at 6%; with 50% employer match about $222,908 at 4% or $148,605 at 6%; with 100% employer match about $167,181 at 4% or $111,454 at 6%.
20161474$16,890,703$3,784,663$7,985iApproximate average salary by contribution assumption: employee only about $199,613 at 4% or $133,075 at 6%; with 50% employer match about $133,075 at 4% or $88,717 at 6%; with 100% employer match about $99,807 at 4% or $66,538 at 6%.
Benjamin F. Edwards and Co. Inc. 401K Plan-474$16,890,703$3,784,663$7,985iApproximate average salary by contribution assumption: employee only about $199,613 at 4% or $133,075 at 6%; with 50% employer match about $133,075 at 4% or $88,717 at 6%; with 100% employer match about $99,807 at 4% or $66,538 at 6%.
20151430$12,337,394$3,222,178$7,493iApproximate average salary by contribution assumption: employee only about $187,336 at 4% or $124,891 at 6%; with 50% employer match about $124,891 at 4% or $83,260 at 6%; with 100% employer match about $93,668 at 4% or $62,445 at 6%.
Benjamin F. Edwards and Co. Inc. 401K Plan-430$12,337,394$3,222,178$7,493iApproximate average salary by contribution assumption: employee only about $187,336 at 4% or $124,891 at 6%; with 50% employer match about $124,891 at 4% or $83,260 at 6%; with 100% employer match about $93,668 at 4% or $62,445 at 6%.
20141411$10,024,441$2,966,253$7,217iApproximate average salary by contribution assumption: employee only about $180,429 at 4% or $120,286 at 6%; with 50% employer match about $120,286 at 4% or $80,191 at 6%; with 100% employer match about $90,215 at 4% or $60,143 at 6%.
Benjamin F. Edwards and Co. Inc. 401K Plan-411$10,024,441$2,966,253$7,217iApproximate average salary by contribution assumption: employee only about $180,429 at 4% or $120,286 at 6%; with 50% employer match about $120,286 at 4% or $80,191 at 6%; with 100% employer match about $90,215 at 4% or $60,143 at 6%.
20131339$6,756,433$2,454,889$7,242iApproximate average salary by contribution assumption: employee only about $181,039 at 4% or $120,693 at 6%; with 50% employer match about $120,693 at 4% or $80,462 at 6%; with 100% employer match about $90,520 at 4% or $60,346 at 6%.
Benjamin F. Edwards and Co. Inc. 401K Plan-339$6,756,433$2,454,889$7,242iApproximate average salary by contribution assumption: employee only about $181,039 at 4% or $120,693 at 6%; with 50% employer match about $120,693 at 4% or $80,462 at 6%; with 100% employer match about $90,520 at 4% or $60,346 at 6%.
20121259$3,454,868$1,645,730$6,354iApproximate average salary by contribution assumption: employee only about $158,854 at 4% or $105,903 at 6%; with 50% employer match about $105,903 at 4% or $70,602 at 6%; with 100% employer match about $79,427 at 4% or $52,951 at 6%.
Benjamin F. Edwards and Co. Inc. 401K Plan-259$3,454,868$1,645,730$6,354iApproximate average salary by contribution assumption: employee only about $158,854 at 4% or $105,903 at 6%; with 50% employer match about $105,903 at 4% or $70,602 at 6%; with 100% employer match about $79,427 at 4% or $52,951 at 6%.
20111160$1,687,515$1,739,263$10,870iApproximate average salary by contribution assumption: employee only about $271,760 at 4% or $181,173 at 6%; with 50% employer match about $181,173 at 4% or $120,782 at 6%; with 100% employer match about $135,880 at 4% or $90,587 at 6%.
Benjamin F. Edwards and Co. Inc. 401K Plan-160$1,687,515$1,739,263$10,870iApproximate average salary by contribution assumption: employee only about $271,760 at 4% or $181,173 at 6%; with 50% employer match about $181,173 at 4% or $120,782 at 6%; with 100% employer match about $135,880 at 4% or $90,587 at 6%.