Civic Intelligence

EDGE ADVISORS, LLC

Plan context: EDGE ADVISORS 401(K) PLAN

EIN 45-5027098 • Appleton, WI • 7 filings • 1 plans

1500 N Casaloma# 302Appleton, WI 54913
Current Snapshot

Latest Year

2025

2025 Participants

48

2025 Assets

$4,077,159

2025 Contributions

$789,992

Historical Graphs

Total Assets Over Time

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

$4,077,159$2,038,580$0201920222025YearValue
$4,077,159Latest year 2025

Participants Over Time

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

48240201920222025YearValue
48Latest 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
2025148$4,077,159$789,992$16,458iApproximate average salary by contribution assumption: employee only about $411,454 at 4% or $274,303 at 6%; with 50% employer match about $274,303 at 4% or $182,869 at 6%; with 100% employer match about $205,727 at 4% or $137,151 at 6%.
EDGE ADVISORS 401(K) PLAN-48$4,077,159$789,992$16,458iApproximate average salary by contribution assumption: employee only about $411,454 at 4% or $274,303 at 6%; with 50% employer match about $274,303 at 4% or $182,869 at 6%; with 100% employer match about $205,727 at 4% or $137,151 at 6%.
2024145$2,794,822$614,149$13,648iApproximate average salary by contribution assumption: employee only about $341,194 at 4% or $227,463 at 6%; with 50% employer match about $227,463 at 4% or $151,642 at 6%; with 100% employer match about $170,597 at 4% or $113,731 at 6%.
EDGE ADVISORS 401(K) PLAN-45$2,794,822$614,149$13,648iApproximate average salary by contribution assumption: employee only about $341,194 at 4% or $227,463 at 6%; with 50% employer match about $227,463 at 4% or $151,642 at 6%; with 100% employer match about $170,597 at 4% or $113,731 at 6%.
2023118$1,847,847$418,098$23,228iApproximate average salary by contribution assumption: employee only about $580,692 at 4% or $387,128 at 6%; with 50% employer match about $387,128 at 4% or $258,085 at 6%; with 100% employer match about $290,346 at 4% or $193,564 at 6%.
EDGE ADVISORS 401(K) PLAN-18$1,847,847$418,098$23,228iApproximate average salary by contribution assumption: employee only about $580,692 at 4% or $387,128 at 6%; with 50% employer match about $387,128 at 4% or $258,085 at 6%; with 100% employer match about $290,346 at 4% or $193,564 at 6%.
2022116$1,160,778$286,941$17,934iApproximate average salary by contribution assumption: employee only about $448,345 at 4% or $298,897 at 6%; with 50% employer match about $298,897 at 4% or $199,265 at 6%; with 100% employer match about $224,173 at 4% or $149,448 at 6%.
EDGE ADVISORS 401(K) PLAN-16$1,160,778$286,941$17,934iApproximate average salary by contribution assumption: employee only about $448,345 at 4% or $298,897 at 6%; with 50% employer match about $298,897 at 4% or $199,265 at 6%; with 100% employer match about $224,173 at 4% or $149,448 at 6%.
2021114$1,059,952$281,324$20,095iApproximate average salary by contribution assumption: employee only about $502,364 at 4% or $334,910 at 6%; with 50% employer match about $334,910 at 4% or $223,273 at 6%; with 100% employer match about $251,182 at 4% or $167,455 at 6%.
EDGE ADVISORS 401(K) PLAN-14$1,059,952$281,324$20,095iApproximate average salary by contribution assumption: employee only about $502,364 at 4% or $334,910 at 6%; with 50% employer match about $334,910 at 4% or $223,273 at 6%; with 100% employer match about $251,182 at 4% or $167,455 at 6%.
2020113$643,904$163,915$12,609iApproximate average salary by contribution assumption: employee only about $315,221 at 4% or $210,147 at 6%; with 50% employer match about $210,147 at 4% or $140,098 at 6%; with 100% employer match about $157,611 at 4% or $105,074 at 6%.
EDGE ADVISORS 401(K) PLAN-13$643,904$163,915$12,609iApproximate average salary by contribution assumption: employee only about $315,221 at 4% or $210,147 at 6%; with 50% employer match about $210,147 at 4% or $140,098 at 6%; with 100% employer match about $157,611 at 4% or $105,074 at 6%.
2019112$385,017$344,736$28,728iApproximate average salary by contribution assumption: employee only about $718,200 at 4% or $478,800 at 6%; with 50% employer match about $478,800 at 4% or $319,200 at 6%; with 100% employer match about $359,100 at 4% or $239,400 at 6%.
EDGE ADVISORS 401(K) PLAN-12$385,017$344,736$28,728iApproximate average salary by contribution assumption: employee only about $718,200 at 4% or $478,800 at 6%; with 50% employer match about $478,800 at 4% or $319,200 at 6%; with 100% employer match about $359,100 at 4% or $239,400 at 6%.