Civic Intelligence

Dow Wealth Management

Plan context: Dow Wealth Management 401(K) Profit Sharing Plan & Trust

EIN 45-2452021 • 13 filings • 1 plans

Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$3,861,329

2025 Contributions

$328,788

Historical Graphs

Total Assets Over Time

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

$3,861,329$1,930,665$0201120192025YearValue
$3,861,329Latest year 2025

Participants Over Time

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

1470201120192025YearValue
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$3,861,329$328,788$23,485iApproximate average salary by contribution assumption: employee only about $587,121 at 4% or $391,414 at 6%; with 50% employer match about $391,414 at 4% or $260,943 at 6%; with 100% employer match about $293,561 at 4% or $195,707 at 6%.
Dow Wealth Management 401(K) Profit Sharing Plan & Trust-14$3,861,329$328,788$23,485iApproximate average salary by contribution assumption: employee only about $587,121 at 4% or $391,414 at 6%; with 50% employer match about $391,414 at 4% or $260,943 at 6%; with 100% employer match about $293,561 at 4% or $195,707 at 6%.
2024114$2,921,396$300,699$21,479iApproximate average salary by contribution assumption: employee only about $536,963 at 4% or $357,975 at 6%; with 50% employer match about $357,975 at 4% or $238,650 at 6%; with 100% employer match about $268,481 at 4% or $178,988 at 6%.
Dow Wealth Management 401(K) Profit Sharing Plan & Trust-14$2,921,396$300,699$21,479iApproximate average salary by contribution assumption: employee only about $536,963 at 4% or $357,975 at 6%; with 50% employer match about $357,975 at 4% or $238,650 at 6%; with 100% employer match about $268,481 at 4% or $178,988 at 6%.
2023112$2,077,338$248,056$20,671iApproximate average salary by contribution assumption: employee only about $516,783 at 4% or $344,522 at 6%; with 50% employer match about $344,522 at 4% or $229,681 at 6%; with 100% employer match about $258,392 at 4% or $172,261 at 6%.
Dow Wealth Management 401(K) Profit Sharing Plan & Trust-12$2,077,338$248,056$20,671iApproximate average salary by contribution assumption: employee only about $516,783 at 4% or $344,522 at 6%; with 50% employer match about $344,522 at 4% or $229,681 at 6%; with 100% employer match about $258,392 at 4% or $172,261 at 6%.
2022112$1,523,201$235,250$19,604iApproximate average salary by contribution assumption: employee only about $490,104 at 4% or $326,736 at 6%; with 50% employer match about $326,736 at 4% or $217,824 at 6%; with 100% employer match about $245,052 at 4% or $163,368 at 6%.
Dow Wealth Management 401(K) Profit Sharing Plan & Trust-12$1,523,201$235,250$19,604iApproximate average salary by contribution assumption: employee only about $490,104 at 4% or $326,736 at 6%; with 50% employer match about $326,736 at 4% or $217,824 at 6%; with 100% employer match about $245,052 at 4% or $163,368 at 6%.
2021112$1,675,946$187,136$15,595iApproximate average salary by contribution assumption: employee only about $389,867 at 4% or $259,911 at 6%; with 50% employer match about $259,911 at 4% or $173,274 at 6%; with 100% employer match about $194,933 at 4% or $129,956 at 6%.
Dow Wealth Management 401(K) Profit Sharing Plan & Trust-12$1,675,946$187,136$15,595iApproximate average salary by contribution assumption: employee only about $389,867 at 4% or $259,911 at 6%; with 50% employer match about $259,911 at 4% or $173,274 at 6%; with 100% employer match about $194,933 at 4% or $129,956 at 6%.
2020112$1,206,352$128,897$10,741iApproximate average salary by contribution assumption: employee only about $268,535 at 4% or $179,024 at 6%; with 50% employer match about $179,024 at 4% or $119,349 at 6%; with 100% employer match about $134,268 at 4% or $89,512 at 6%.
Dow Wealth Management 401(K) Profit Sharing Plan & Trust-12$1,206,352$128,897$10,741iApproximate average salary by contribution assumption: employee only about $268,535 at 4% or $179,024 at 6%; with 50% employer match about $179,024 at 4% or $119,349 at 6%; with 100% employer match about $134,268 at 4% or $89,512 at 6%.
2019112$870,746$120,980$10,082iApproximate average salary by contribution assumption: employee only about $252,042 at 4% or $168,028 at 6%; with 50% employer match about $168,028 at 4% or $112,019 at 6%; with 100% employer match about $126,021 at 4% or $84,014 at 6%.
Dow Wealth Management 401(K) Profit Sharing Plan & Trust-12$870,746$120,980$10,082iApproximate average salary by contribution assumption: employee only about $252,042 at 4% or $168,028 at 6%; with 50% employer match about $168,028 at 4% or $112,019 at 6%; with 100% employer match about $126,021 at 4% or $84,014 at 6%.
2018112$585,151$114,351$9,529iApproximate average salary by contribution assumption: employee only about $238,231 at 4% or $158,821 at 6%; with 50% employer match about $158,821 at 4% or $105,881 at 6%; with 100% employer match about $119,116 at 4% or $79,410 at 6%.
Dow Wealth Management 401(K) Profit Sharing Plan & Trust-12$585,151$114,351$9,529iApproximate average salary by contribution assumption: employee only about $238,231 at 4% or $158,821 at 6%; with 50% employer match about $158,821 at 4% or $105,881 at 6%; with 100% employer match about $119,116 at 4% or $79,410 at 6%.
2015111$289,728$68,186$6,199iApproximate average salary by contribution assumption: employee only about $154,968 at 4% or $103,312 at 6%; with 50% employer match about $103,312 at 4% or $68,875 at 6%; with 100% employer match about $77,484 at 4% or $51,656 at 6%.
Dow Wealth Management 401(K) Profit Sharing Plan & Trust-11$289,728$68,186$6,199iApproximate average salary by contribution assumption: employee only about $154,968 at 4% or $103,312 at 6%; with 50% employer match about $103,312 at 4% or $68,875 at 6%; with 100% employer match about $77,484 at 4% or $51,656 at 6%.
201418$224,725$65,743$8,218iApproximate average salary by contribution assumption: employee only about $205,447 at 4% or $136,965 at 6%; with 50% employer match about $136,965 at 4% or $91,310 at 6%; with 100% employer match about $102,723 at 4% or $68,482 at 6%.
Dow Wealth Management 401(K) Profit Sharing Plan & Trust-8$224,725$65,743$8,218iApproximate average salary by contribution assumption: employee only about $205,447 at 4% or $136,965 at 6%; with 50% employer match about $136,965 at 4% or $91,310 at 6%; with 100% employer match about $102,723 at 4% or $68,482 at 6%.
201316$133,966$42,258$7,043iApproximate average salary by contribution assumption: employee only about $176,075 at 4% or $117,383 at 6%; with 50% employer match about $117,383 at 4% or $78,256 at 6%; with 100% employer match about $88,038 at 4% or $58,692 at 6%.
Dow Wealth Management 401(K) Profit Sharing Plan & Trust-6$133,966$42,258$7,043iApproximate average salary by contribution assumption: employee only about $176,075 at 4% or $117,383 at 6%; with 50% employer match about $117,383 at 4% or $78,256 at 6%; with 100% employer match about $88,038 at 4% or $58,692 at 6%.
201216$64,069$37,601$6,267iApproximate average salary by contribution assumption: employee only about $156,671 at 4% or $104,447 at 6%; with 50% employer match about $104,447 at 4% or $69,631 at 6%; with 100% employer match about $78,335 at 4% or $52,224 at 6%.
Dow Wealth Management 401(K) Profit Sharing Plan & Trust-6$64,069$37,601$6,267iApproximate average salary by contribution assumption: employee only about $156,671 at 4% or $104,447 at 6%; with 50% employer match about $104,447 at 4% or $69,631 at 6%; with 100% employer match about $78,335 at 4% or $52,224 at 6%.
201115$21,784$21,366$4,273iApproximate average salary by contribution assumption: employee only about $106,830 at 4% or $71,220 at 6%; with 50% employer match about $71,220 at 4% or $47,480 at 6%; with 100% employer match about $53,415 at 4% or $35,610 at 6%.
Dow Wealth Management 401(K) Profit Sharing Plan & Trust-5$21,784$21,366$4,273iApproximate average salary by contribution assumption: employee only about $106,830 at 4% or $71,220 at 6%; with 50% employer match about $71,220 at 4% or $47,480 at 6%; with 100% employer match about $53,415 at 4% or $35,610 at 6%.