Will Edwards
Plan context: Will Edwards State Farm Agency 401(K) Plan
EIN 39-1544142 • Oconomowoc, WI • 27 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$468,092
2025 Contributions
$90,891
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $468,092 | $90,891 | $22,723iApproximate average salary by contribution assumption: employee only about $568,069 at 4% or $378,713 at 6%; with 50% employer match about $378,713 at 4% or $252,475 at 6%; with 100% employer match about $284,034 at 4% or $189,356 at 6%. |
| Will Edwards State Farm Agency 401(K) Plan | - | 4 | $468,092 | $90,891 | $22,723iApproximate average salary by contribution assumption: employee only about $568,069 at 4% or $378,713 at 6%; with 50% employer match about $378,713 at 4% or $252,475 at 6%; with 100% employer match about $284,034 at 4% or $189,356 at 6%. |
| 2024 | 1 | 4 | $309,229 | $85,166 | $21,292iApproximate average salary by contribution assumption: employee only about $532,288 at 4% or $354,858 at 6%; with 50% employer match about $354,858 at 4% or $236,572 at 6%; with 100% employer match about $266,144 at 4% or $177,429 at 6%. |
| Will Edwards State Farm Agency 401(K) Plan | - | 4 | $309,229 | $85,166 | $21,292iApproximate average salary by contribution assumption: employee only about $532,288 at 4% or $354,858 at 6%; with 50% employer match about $354,858 at 4% or $236,572 at 6%; with 100% employer match about $266,144 at 4% or $177,429 at 6%. |
| 2023 | 1 | 4 | $394,705 | $57,497 | $14,374iApproximate average salary by contribution assumption: employee only about $359,356 at 4% or $239,571 at 6%; with 50% employer match about $239,571 at 4% or $159,714 at 6%; with 100% employer match about $179,678 at 4% or $119,785 at 6%. |
| Will Edwards State Farm Agency 401(K) Plan | - | 4 | $394,705 | $57,497 | $14,374iApproximate average salary by contribution assumption: employee only about $359,356 at 4% or $239,571 at 6%; with 50% employer match about $239,571 at 4% or $159,714 at 6%; with 100% employer match about $179,678 at 4% or $119,785 at 6%. |
| 2022 | 1 | 4 | $288,896 | $74,570 | $18,643iApproximate average salary by contribution assumption: employee only about $466,063 at 4% or $310,708 at 6%; with 50% employer match about $310,708 at 4% or $207,139 at 6%; with 100% employer match about $233,031 at 4% or $155,354 at 6%. |
| Will Edwards State Farm Agency 401(K) Plan | - | 4 | $288,896 | $74,570 | $18,643iApproximate average salary by contribution assumption: employee only about $466,063 at 4% or $310,708 at 6%; with 50% employer match about $310,708 at 4% or $207,139 at 6%; with 100% employer match about $233,031 at 4% or $155,354 at 6%. |
| 2021 | 1 | 5 | $721,146 | $67,403 | $13,481iApproximate average salary by contribution assumption: employee only about $337,015 at 4% or $224,677 at 6%; with 50% employer match about $224,677 at 4% or $149,784 at 6%; with 100% employer match about $168,508 at 4% or $112,338 at 6%. |
| Will Edwards State Farm Agency 401(K) Plan | - | 5 | $721,146 | $67,403 | $13,481iApproximate average salary by contribution assumption: employee only about $337,015 at 4% or $224,677 at 6%; with 50% employer match about $224,677 at 4% or $149,784 at 6%; with 100% employer match about $168,508 at 4% or $112,338 at 6%. |
| 2020 | 1 | 3 | $617,123 | $32,134 | $10,711iApproximate average salary by contribution assumption: employee only about $267,783 at 4% or $178,522 at 6%; with 50% employer match about $178,522 at 4% or $119,015 at 6%; with 100% employer match about $133,892 at 4% or $89,261 at 6%. |
| Will Edwards State Farm Agency 401(K) Plan | - | 3 | $617,123 | $32,134 | $10,711iApproximate average salary by contribution assumption: employee only about $267,783 at 4% or $178,522 at 6%; with 50% employer match about $178,522 at 4% or $119,015 at 6%; with 100% employer match about $133,892 at 4% or $89,261 at 6%. |
| 2019 | 1 | 4 | $524,289 | $33,000 | $8,250iApproximate average salary by contribution assumption: employee only about $206,250 at 4% or $137,500 at 6%; with 50% employer match about $137,500 at 4% or $91,667 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%. |
| Will Edwards State Farm Agency 401(K) Plan | - | 4 | $524,289 | $33,000 | $8,250iApproximate average salary by contribution assumption: employee only about $206,250 at 4% or $137,500 at 6%; with 50% employer match about $137,500 at 4% or $91,667 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%. |
| 2018 | 1 | 3 | $435,532 | $36,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| Will Edwards State Farm Agency 401(K) Plan | - | 3 | $435,532 | $36,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2017 | 1 | 3 | $440,973 | $12,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| Will Edwards State Farm Agency 401(K) Plan | - | 3 | $440,973 | $12,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| 2016 | 1 | 4 | $372,310 | $12,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| Will Edwards State Farm Agency 401(K) Plan | - | 4 | $372,310 | $12,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| 2015 | 1 | 5 | $323,925 | $12,000 | $2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%. |
| Will Edwards State Farm Agency 401(K) Plan | - | 5 | $323,925 | $12,000 | $2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%. |
| 2014 | 1 | 4 | $319,895 | $12,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| Will Edwards State Farm Agency 401(K) Plan | - | 4 | $319,895 | $12,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| 2013 | 1 | 4 | $309,071 | $12,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| Will Edwards State Farm Agency 401(K) Plan | - | 4 | $309,071 | $12,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| 2012 | 1 | 3 | $249,165 | $12,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| Will Edwards State Farm Agency 401(K) Plan | - | 3 | $249,165 | $12,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| 2011 | 1 | 3 | $217,525 | $12,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| Will Edwards State Farm Agency 401(K) Plan | - | 3 | $217,525 | $12,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| 2010 | 1 | 3 | $203,018 | $11,000 | $3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%. |
| Will Edwards State Farm Agency 401(K) Plan | - | 3 | $203,018 | $11,000 | $3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%. |
| 2009 | 1 | 3 | $175,314 | $11,000 | $3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%. |
| Will Edwards State Farm Agency 401(K) Plan | - | 3 | $175,314 | $11,000 | $3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%. |
| 2008 | 1 | 3 | $138,981 | $11,000 | $3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%. |
| Will Edwards State Farm Agency 401(K) Plan | - | 3 | $138,981 | $11,000 | $3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Will Edwards State Farm Agency 401(K) Plan | - | 3 | - | - | - |
| 2006 | 1 | 3 | $136,705 | $11,000 | $3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%. |
| Will Edwards State Farm Agency 401(K) Plan | - | 3 | $136,705 | $11,000 | $3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%. |
| 2005 | 1 | 3 | $110,172 | $11,000 | $3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%. |
| Will Edwards State Farm Agency 401(K) Plan | - | 3 | $110,172 | $11,000 | $3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%. |
| 2004 | 1 | 3 | $95,430 | $11,000 | $3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%. |
| Will Edwards State Farm Agency 401(K) Plan | - | 3 | $95,430 | $11,000 | $3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%. |
| 2003 | 1 | 3 | $78,651 | $11,000 | $3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%. |
| Will Edwards State Farm Agency 401(K) Plan | - | 3 | $78,651 | $11,000 | $3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%. |
| 2002 | 1 | 3 | $58,716 | $11,000 | $3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%. |
| Will Edwards State Farm Agency 401(K) Plan | - | 3 | $58,716 | $11,000 | $3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%. |
| 2001 | 1 | 2 | $51,876 | $10,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Will Edwards State Farm Agency 401(K) Plan | - | 2 | $51,876 | $10,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2000 | 1 | 2 | $43,672 | $10,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Will Edwards State Farm Agency 401(K) Plan | - | 2 | $43,672 | $10,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 1999 | 1 | 2 | $34,171 | $0 | - |
| Will Edwards State Farm Agency 401(K) Plan | - | 2 | $34,171 | - | - |