Civic Intelligence

Penobscot Wealth Management

Plan context: Penobscot Financial Advisors 401(K) Plan

EIN 45-2691060 • Portland, ME • 11 filings • 2 plans

1 Monument SquareSuite #501Portland, ME 04101
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$1,765,566

2025 Contributions

$297,660

Historical Graphs

Total Assets Over Time

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

$1,765,566$882,783$0201520202025YearValue
$1,765,566Latest year 2025

Participants Over Time

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

1370201520202025YearValue
13Latest 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
2025113$1,765,566$297,660$22,897iApproximate average salary by contribution assumption: employee only about $572,423 at 4% or $381,615 at 6%; with 50% employer match about $381,615 at 4% or $254,410 at 6%; with 100% employer match about $286,212 at 4% or $190,808 at 6%.
Penobscot Financial Advisors 401(K) Plan-13$1,765,566$297,660$22,897iApproximate average salary by contribution assumption: employee only about $572,423 at 4% or $381,615 at 6%; with 50% employer match about $381,615 at 4% or $254,410 at 6%; with 100% employer match about $286,212 at 4% or $190,808 at 6%.
2024113$1,296,553$239,859$18,451iApproximate average salary by contribution assumption: employee only about $461,267 at 4% or $307,512 at 6%; with 50% employer match about $307,512 at 4% or $205,008 at 6%; with 100% employer match about $230,634 at 4% or $153,756 at 6%.
Penobscot Financial Advisors 401(K) Plan-13$1,296,553$239,859$18,451iApproximate average salary by contribution assumption: employee only about $461,267 at 4% or $307,512 at 6%; with 50% employer match about $307,512 at 4% or $205,008 at 6%; with 100% employer match about $230,634 at 4% or $153,756 at 6%.
2023113$910,221$223,101$17,162iApproximate average salary by contribution assumption: employee only about $429,040 at 4% or $286,027 at 6%; with 50% employer match about $286,027 at 4% or $190,685 at 6%; with 100% employer match about $214,520 at 4% or $143,013 at 6%.
Penobscot Financial Advisors 401(K) Plan-13$910,221$223,101$17,162iApproximate average salary by contribution assumption: employee only about $429,040 at 4% or $286,027 at 6%; with 50% employer match about $286,027 at 4% or $190,685 at 6%; with 100% employer match about $214,520 at 4% or $143,013 at 6%.
2022112$566,837$152,699$12,725iApproximate average salary by contribution assumption: employee only about $318,123 at 4% or $212,082 at 6%; with 50% employer match about $212,082 at 4% or $141,388 at 6%; with 100% employer match about $159,061 at 4% or $106,041 at 6%.
Penobscot Financial Advisors 401(K) Plan-12$566,837$152,699$12,725iApproximate average salary by contribution assumption: employee only about $318,123 at 4% or $212,082 at 6%; with 50% employer match about $212,082 at 4% or $141,388 at 6%; with 100% employer match about $159,061 at 4% or $106,041 at 6%.
202119$496,885$175,153$19,461iApproximate average salary by contribution assumption: employee only about $486,536 at 4% or $324,357 at 6%; with 50% employer match about $324,357 at 4% or $216,238 at 6%; with 100% employer match about $243,268 at 4% or $162,179 at 6%.
Penobscot Financial Advisors 401(K) Plan-9$496,885$175,153$19,461iApproximate average salary by contribution assumption: employee only about $486,536 at 4% or $324,357 at 6%; with 50% employer match about $324,357 at 4% or $216,238 at 6%; with 100% employer match about $243,268 at 4% or $162,179 at 6%.
202019$295,050$82,702$9,189iApproximate average salary by contribution assumption: employee only about $229,728 at 4% or $153,152 at 6%; with 50% employer match about $153,152 at 4% or $102,101 at 6%; with 100% employer match about $114,864 at 4% or $76,576 at 6%.
Penobscot Financial Advisors 401(K) Plan-9$295,050$82,702$9,189iApproximate average salary by contribution assumption: employee only about $229,728 at 4% or $153,152 at 6%; with 50% employer match about $153,152 at 4% or $102,101 at 6%; with 100% employer match about $114,864 at 4% or $76,576 at 6%.
201919$203,843$44,110$4,901iApproximate average salary by contribution assumption: employee only about $122,528 at 4% or $81,685 at 6%; with 50% employer match about $81,685 at 4% or $54,457 at 6%; with 100% employer match about $61,264 at 4% or $40,843 at 6%.
Penobscot Financial Advisors 401(K) Plan-9$203,843$44,110$4,901iApproximate average salary by contribution assumption: employee only about $122,528 at 4% or $81,685 at 6%; with 50% employer match about $81,685 at 4% or $54,457 at 6%; with 100% employer match about $61,264 at 4% or $40,843 at 6%.
201818$130,675$23,190$2,899iApproximate average salary by contribution assumption: employee only about $72,469 at 4% or $48,313 at 6%; with 50% employer match about $48,313 at 4% or $32,208 at 6%; with 100% employer match about $36,234 at 4% or $24,156 at 6%.
Penobscot Financial Advisors 401(K) Plan-8$130,675$23,190$2,899iApproximate average salary by contribution assumption: employee only about $72,469 at 4% or $48,313 at 6%; with 50% employer match about $48,313 at 4% or $32,208 at 6%; with 100% employer match about $36,234 at 4% or $24,156 at 6%.
201716$135,115$23,408$3,901iApproximate average salary by contribution assumption: employee only about $97,533 at 4% or $65,022 at 6%; with 50% employer match about $65,022 at 4% or $43,348 at 6%; with 100% employer match about $48,767 at 4% or $32,511 at 6%.
Penobscot Financial Advisors 401(K) Plan-6$135,115$23,408$3,901iApproximate average salary by contribution assumption: employee only about $97,533 at 4% or $65,022 at 6%; with 50% employer match about $65,022 at 4% or $43,348 at 6%; with 100% employer match about $48,767 at 4% or $32,511 at 6%.
201616$90,140$47,945$7,991iApproximate average salary by contribution assumption: employee only about $199,771 at 4% or $133,181 at 6%; with 50% employer match about $133,181 at 4% or $88,787 at 6%; with 100% employer match about $99,885 at 4% or $66,590 at 6%.
Penobscot Financial Advisors 401(K) Plan-6$90,140$47,945$7,991iApproximate average salary by contribution assumption: employee only about $199,771 at 4% or $133,181 at 6%; with 50% employer match about $133,181 at 4% or $88,787 at 6%; with 100% employer match about $99,885 at 4% or $66,590 at 6%.
201515$37,315$38,813$7,763iApproximate average salary by contribution assumption: employee only about $194,065 at 4% or $129,377 at 6%; with 50% employer match about $129,377 at 4% or $86,251 at 6%; with 100% employer match about $97,033 at 4% or $64,688 at 6%.
Penobscot Financial Advisors 401(K) Plan-5$37,315$38,813$7,763iApproximate average salary by contribution assumption: employee only about $194,065 at 4% or $129,377 at 6%; with 50% employer match about $129,377 at 4% or $86,251 at 6%; with 100% employer match about $97,033 at 4% or $64,688 at 6%.