Civic Intelligence

Pwm Corp

Plan context: Pwm Corp 401(K) Profit Sharing Plan & Trust

EIN 45-4106774 • Fort Myers, FL • 14 filings • 2 plans

2176 Andrea LaneFort Myers, FL 33907
Current Snapshot

Latest Year

2025

2025 Participants

24

2025 Assets

$3,552,070

2025 Contributions

$431,688

Historical Graphs

Total Assets Over Time

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

$3,552,070$1,776,035$0201220192025YearValue
$3,552,070Latest year 2025

Participants Over Time

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

24120201220192025YearValue
24Latest 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
2025124$3,552,070$431,688$17,987iApproximate average salary by contribution assumption: employee only about $449,675 at 4% or $299,783 at 6%; with 50% employer match about $299,783 at 4% or $199,856 at 6%; with 100% employer match about $224,838 at 4% or $149,892 at 6%.
Pwm Corp 401(K) Profit Sharing Plan & Trust-24$3,552,070$431,688$17,987iApproximate average salary by contribution assumption: employee only about $449,675 at 4% or $299,783 at 6%; with 50% employer match about $299,783 at 4% or $199,856 at 6%; with 100% employer match about $224,838 at 4% or $149,892 at 6%.
2024121$2,783,367$254,026$12,096iApproximate average salary by contribution assumption: employee only about $302,412 at 4% or $201,608 at 6%; with 50% employer match about $201,608 at 4% or $134,405 at 6%; with 100% employer match about $151,206 at 4% or $100,804 at 6%.
Pwm Corp 401(K) Profit Sharing Plan & Trust-21$2,783,367$254,026$12,096iApproximate average salary by contribution assumption: employee only about $302,412 at 4% or $201,608 at 6%; with 50% employer match about $201,608 at 4% or $134,405 at 6%; with 100% employer match about $151,206 at 4% or $100,804 at 6%.
2023119$2,244,707$243,018$12,790iApproximate average salary by contribution assumption: employee only about $319,761 at 4% or $213,174 at 6%; with 50% employer match about $213,174 at 4% or $142,116 at 6%; with 100% employer match about $159,880 at 4% or $106,587 at 6%.
Pwm Corp 401(K) Profit Sharing Plan & Trust-19$2,244,707$243,018$12,790iApproximate average salary by contribution assumption: employee only about $319,761 at 4% or $213,174 at 6%; with 50% employer match about $213,174 at 4% or $142,116 at 6%; with 100% employer match about $159,880 at 4% or $106,587 at 6%.
2022118$1,759,981$177,898$9,883iApproximate average salary by contribution assumption: employee only about $247,081 at 4% or $164,720 at 6%; with 50% employer match about $164,720 at 4% or $109,814 at 6%; with 100% employer match about $123,540 at 4% or $82,360 at 6%.
Pwm Corp 401(K) Profit Sharing Plan & Trust-18$1,759,981$177,898$9,883iApproximate average salary by contribution assumption: employee only about $247,081 at 4% or $164,720 at 6%; with 50% employer match about $164,720 at 4% or $109,814 at 6%; with 100% employer match about $123,540 at 4% or $82,360 at 6%.
2021114$1,843,996$160,673$11,477iApproximate average salary by contribution assumption: employee only about $286,916 at 4% or $191,277 at 6%; with 50% employer match about $191,277 at 4% or $127,518 at 6%; with 100% employer match about $143,458 at 4% or $95,639 at 6%.
Pwm Corp 401(K) Profit Sharing Plan & Trust-14$1,843,996$160,673$11,477iApproximate average salary by contribution assumption: employee only about $286,916 at 4% or $191,277 at 6%; with 50% employer match about $191,277 at 4% or $127,518 at 6%; with 100% employer match about $143,458 at 4% or $95,639 at 6%.
2020114$1,503,675$159,069$11,362iApproximate average salary by contribution assumption: employee only about $284,052 at 4% or $189,368 at 6%; with 50% employer match about $189,368 at 4% or $126,245 at 6%; with 100% employer match about $142,026 at 4% or $94,684 at 6%.
Pwm Corp 401(K) Profit Sharing Plan & Trust-14$1,503,675$159,069$11,362iApproximate average salary by contribution assumption: employee only about $284,052 at 4% or $189,368 at 6%; with 50% employer match about $189,368 at 4% or $126,245 at 6%; with 100% employer match about $142,026 at 4% or $94,684 at 6%.
2019111$1,157,989$566,371$51,488iApproximate average salary by contribution assumption: employee only about $1,287,207 at 4% or $858,138 at 6%; with 50% employer match about $858,138 at 4% or $572,092 at 6%; with 100% employer match about $643,603 at 4% or $429,069 at 6%.
Pwm Corp 401(K) Profit Sharing Plan & Trust-11$1,157,989$566,371$51,488iApproximate average salary by contribution assumption: employee only about $1,287,207 at 4% or $858,138 at 6%; with 50% employer match about $858,138 at 4% or $572,092 at 6%; with 100% employer match about $643,603 at 4% or $429,069 at 6%.
2018110$487,094$118,841$11,884iApproximate average salary by contribution assumption: employee only about $297,103 at 4% or $198,068 at 6%; with 50% employer match about $198,068 at 4% or $132,046 at 6%; with 100% employer match about $148,551 at 4% or $99,034 at 6%.
Pwm Corp 401(K) Profit Sharing Plan & Trust-10$487,094$118,841$11,884iApproximate average salary by contribution assumption: employee only about $297,103 at 4% or $198,068 at 6%; with 50% employer match about $198,068 at 4% or $132,046 at 6%; with 100% employer match about $148,551 at 4% or $99,034 at 6%.
2017110$416,381$100,392$10,039iApproximate average salary by contribution assumption: employee only about $250,980 at 4% or $167,320 at 6%; with 50% employer match about $167,320 at 4% or $111,547 at 6%; with 100% employer match about $125,490 at 4% or $83,660 at 6%.
Pwm Corp 401(K) Profit Sharing Plan & Trust-10$416,381$100,392$10,039iApproximate average salary by contribution assumption: employee only about $250,980 at 4% or $167,320 at 6%; with 50% employer match about $167,320 at 4% or $111,547 at 6%; with 100% employer match about $125,490 at 4% or $83,660 at 6%.
201616$282,617$85,026$14,171iApproximate average salary by contribution assumption: employee only about $354,275 at 4% or $236,183 at 6%; with 50% employer match about $236,183 at 4% or $157,456 at 6%; with 100% employer match about $177,138 at 4% or $118,092 at 6%.
Pwm Corp 401(K) Profit Sharing Plan & Trust-6$282,617$85,026$14,171iApproximate average salary by contribution assumption: employee only about $354,275 at 4% or $236,183 at 6%; with 50% employer match about $236,183 at 4% or $157,456 at 6%; with 100% employer match about $177,138 at 4% or $118,092 at 6%.
201515$186,297$63,906$12,781iApproximate average salary by contribution assumption: employee only about $319,530 at 4% or $213,020 at 6%; with 50% employer match about $213,020 at 4% or $142,013 at 6%; with 100% employer match about $159,765 at 4% or $106,510 at 6%.
Pwm Corp 401(K) Profit Sharing Plan & Trust-5$186,297$63,906$12,781iApproximate average salary by contribution assumption: employee only about $319,530 at 4% or $213,020 at 6%; with 50% employer match about $213,020 at 4% or $142,013 at 6%; with 100% employer match about $159,765 at 4% or $106,510 at 6%.
201415$122,869$45,901$9,180iApproximate average salary by contribution assumption: employee only about $229,505 at 4% or $153,003 at 6%; with 50% employer match about $153,003 at 4% or $102,002 at 6%; with 100% employer match about $114,753 at 4% or $76,502 at 6%.
Pwm Corp 401(K) Profit Sharing Plan & Trust-5$122,869$45,901$9,180iApproximate average salary by contribution assumption: employee only about $229,505 at 4% or $153,003 at 6%; with 50% employer match about $153,003 at 4% or $102,002 at 6%; with 100% employer match about $114,753 at 4% or $76,502 at 6%.
201314$72,388$44,219$11,055iApproximate average salary by contribution assumption: employee only about $276,369 at 4% or $184,246 at 6%; with 50% employer match about $184,246 at 4% or $122,831 at 6%; with 100% employer match about $138,184 at 4% or $92,123 at 6%.
Pwm Corp 401(K) Profit Sharing Plan & Trust-4$72,388$44,219$11,055iApproximate average salary by contribution assumption: employee only about $276,369 at 4% or $184,246 at 6%; with 50% employer match about $184,246 at 4% or $122,831 at 6%; with 100% employer match about $138,184 at 4% or $92,123 at 6%.
201215$31,203$30,614$6,123iApproximate average salary by contribution assumption: employee only about $153,070 at 4% or $102,047 at 6%; with 50% employer match about $102,047 at 4% or $68,031 at 6%; with 100% employer match about $76,535 at 4% or $51,023 at 6%.
Pwm Corp 401(K) Profit Sharing Plan & Trust-5$31,203$30,614$6,123iApproximate average salary by contribution assumption: employee only about $153,070 at 4% or $102,047 at 6%; with 50% employer match about $102,047 at 4% or $68,031 at 6%; with 100% employer match about $76,535 at 4% or $51,023 at 6%.