Civic Intelligence

W. Michael Maxwell & Associates, Inc.

Plan context: W. Michael Maxwell & Associates Inc. Code 401K Employee Profit Sharing Plan

EIN 59-2305022 • Fort Myers, FL • 26 filings • 5 plans

1619 Jackson StreetFort Myers, FL 33901
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$2,897,222

2024 Contributions

$134,356

Historical Graphs

Total Assets Over Time

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

$3,938,474$1,969,237$0199920122024YearValue
$2,897,222Latest year 2024

Participants Over Time

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

1680199920122024YearValue
13Latest year 2024

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
2024113$2,897,222$134,356$10,335iApproximate average salary by contribution assumption: employee only about $258,377 at 4% or $172,251 at 6%; with 50% employer match about $172,251 at 4% or $114,834 at 6%; with 100% employer match about $129,188 at 4% or $86,126 at 6%.
W. Michael Maxwell & Associates Inc. Code 401K Employee Profit Sharing Plan-13$2,897,222$134,356$10,335iApproximate average salary by contribution assumption: employee only about $258,377 at 4% or $172,251 at 6%; with 50% employer match about $172,251 at 4% or $114,834 at 6%; with 100% employer match about $129,188 at 4% or $86,126 at 6%.
2023112$2,469,357$127,070$10,589iApproximate average salary by contribution assumption: employee only about $264,729 at 4% or $176,486 at 6%; with 50% employer match about $176,486 at 4% or $117,657 at 6%; with 100% employer match about $132,365 at 4% or $88,243 at 6%.
W. Michael Maxwell & Associates Inc. Code 401K Employee Profit Sharing Plan-12$2,469,357$127,070$10,589iApproximate average salary by contribution assumption: employee only about $264,729 at 4% or $176,486 at 6%; with 50% employer match about $176,486 at 4% or $117,657 at 6%; with 100% employer match about $132,365 at 4% or $88,243 at 6%.
2022112$2,089,346$114,414$9,535iApproximate average salary by contribution assumption: employee only about $238,363 at 4% or $158,908 at 6%; with 50% employer match about $158,908 at 4% or $105,939 at 6%; with 100% employer match about $119,181 at 4% or $79,454 at 6%.
W. Michael Maxwell & Associates Inc. Code 401K Employee Profit Sharing Plan-12$2,089,346$114,414$9,535iApproximate average salary by contribution assumption: employee only about $238,363 at 4% or $158,908 at 6%; with 50% employer match about $158,908 at 4% or $105,939 at 6%; with 100% employer match about $119,181 at 4% or $79,454 at 6%.
2021112$2,555,472$118,777$9,898iApproximate average salary by contribution assumption: employee only about $247,452 at 4% or $164,968 at 6%; with 50% employer match about $164,968 at 4% or $109,979 at 6%; with 100% employer match about $123,726 at 4% or $82,484 at 6%.
W. Michael Maxwell & Associates Inc. Code 401K Employee Profit Sharing Plan-12$2,555,472$118,777$9,898iApproximate average salary by contribution assumption: employee only about $247,452 at 4% or $164,968 at 6%; with 50% employer match about $164,968 at 4% or $109,979 at 6%; with 100% employer match about $123,726 at 4% or $82,484 at 6%.
2020113$2,209,006$97,169$7,475iApproximate average salary by contribution assumption: employee only about $186,863 at 4% or $124,576 at 6%; with 50% employer match about $124,576 at 4% or $83,050 at 6%; with 100% employer match about $93,432 at 4% or $62,288 at 6%.
W. Michael Maxwell & Associates Inc. Code 401K Employee Profit Sharing Plan-13$2,209,006$97,169$7,475iApproximate average salary by contribution assumption: employee only about $186,863 at 4% or $124,576 at 6%; with 50% employer match about $124,576 at 4% or $83,050 at 6%; with 100% employer match about $93,432 at 4% or $62,288 at 6%.
2019112$1,796,225$82,368$6,864iApproximate average salary by contribution assumption: employee only about $171,600 at 4% or $114,400 at 6%; with 50% employer match about $114,400 at 4% or $76,267 at 6%; with 100% employer match about $85,800 at 4% or $57,200 at 6%.
W. Michael Maxwell & Associates Inc. Code 401K Employee Profit Sharing Plan-12$1,796,225$82,368$6,864iApproximate average salary by contribution assumption: employee only about $171,600 at 4% or $114,400 at 6%; with 50% employer match about $114,400 at 4% or $76,267 at 6%; with 100% employer match about $85,800 at 4% or $57,200 at 6%.
2018111$1,384,139$72,816$6,620iApproximate average salary by contribution assumption: employee only about $165,491 at 4% or $110,327 at 6%; with 50% employer match about $110,327 at 4% or $73,552 at 6%; with 100% employer match about $82,745 at 4% or $55,164 at 6%.
W. Michael Maxwell & Associates Inc. Code 401K Employee Profit Sharing Plan-11$1,384,139$72,816$6,620iApproximate average salary by contribution assumption: employee only about $165,491 at 4% or $110,327 at 6%; with 50% employer match about $110,327 at 4% or $73,552 at 6%; with 100% employer match about $82,745 at 4% or $55,164 at 6%.
2017116$1,494,214$70,876$4,430iApproximate average salary by contribution assumption: employee only about $110,744 at 4% or $73,829 at 6%; with 50% employer match about $73,829 at 4% or $49,219 at 6%; with 100% employer match about $55,372 at 4% or $36,915 at 6%.
W. Michael Maxwell & Associates Inc. Code 401K Employee Profit Sharing Plan-16$1,494,214$70,876$4,430iApproximate average salary by contribution assumption: employee only about $110,744 at 4% or $73,829 at 6%; with 50% employer match about $73,829 at 4% or $49,219 at 6%; with 100% employer match about $55,372 at 4% or $36,915 at 6%.
2016112$1,223,414$58,966$4,914iApproximate average salary by contribution assumption: employee only about $122,846 at 4% or $81,897 at 6%; with 50% employer match about $81,897 at 4% or $54,598 at 6%; with 100% employer match about $61,423 at 4% or $40,949 at 6%.
W. Michael Maxwell & Associates Inc. Code 401K Employee Profit Sharing Plan-12$1,223,414$58,966$4,914iApproximate average salary by contribution assumption: employee only about $122,846 at 4% or $81,897 at 6%; with 50% employer match about $81,897 at 4% or $54,598 at 6%; with 100% employer match about $61,423 at 4% or $40,949 at 6%.
2015111$1,107,186$66,396$6,036iApproximate average salary by contribution assumption: employee only about $150,900 at 4% or $100,600 at 6%; with 50% employer match about $100,600 at 4% or $67,067 at 6%; with 100% employer match about $75,450 at 4% or $50,300 at 6%.
W. Michael Maxwell & Associates Inc. Code 401K Employee Profit Sharing Plan-11$1,107,186$66,396$6,036iApproximate average salary by contribution assumption: employee only about $150,900 at 4% or $100,600 at 6%; with 50% employer match about $100,600 at 4% or $67,067 at 6%; with 100% employer match about $75,450 at 4% or $50,300 at 6%.
2014112$1,672,024$47,603$3,967iApproximate average salary by contribution assumption: employee only about $99,173 at 4% or $66,115 at 6%; with 50% employer match about $66,115 at 4% or $44,077 at 6%; with 100% employer match about $49,586 at 4% or $33,058 at 6%.
W. Michael Maxwell & Associates Inc. Code 401K Employee Profit Sharing Plan-12$1,672,024$47,603$3,967iApproximate average salary by contribution assumption: employee only about $99,173 at 4% or $66,115 at 6%; with 50% employer match about $66,115 at 4% or $44,077 at 6%; with 100% employer match about $49,586 at 4% or $33,058 at 6%.
2013112$3,938,474$65,856$5,488iApproximate average salary by contribution assumption: employee only about $137,200 at 4% or $91,467 at 6%; with 50% employer match about $91,467 at 4% or $60,978 at 6%; with 100% employer match about $68,600 at 4% or $45,733 at 6%.
W. Michael Maxwell & Associates Inc. Code 401K Employee Profit Sharing Plan-12$3,938,474$65,856$5,488iApproximate average salary by contribution assumption: employee only about $137,200 at 4% or $91,467 at 6%; with 50% employer match about $91,467 at 4% or $60,978 at 6%; with 100% employer match about $68,600 at 4% or $45,733 at 6%.
2012111$3,547,437$75,406$6,855iApproximate average salary by contribution assumption: employee only about $171,377 at 4% or $114,252 at 6%; with 50% employer match about $114,252 at 4% or $76,168 at 6%; with 100% employer match about $85,689 at 4% or $57,126 at 6%.
W. Michael Maxwell & Associates Inc. Code 401K Employee Profit Sharing Plan-11$3,547,437$75,406$6,855iApproximate average salary by contribution assumption: employee only about $171,377 at 4% or $114,252 at 6%; with 50% employer match about $114,252 at 4% or $76,168 at 6%; with 100% employer match about $85,689 at 4% or $57,126 at 6%.
2011111$3,194,019$90,251$8,205iApproximate average salary by contribution assumption: employee only about $205,116 at 4% or $136,744 at 6%; with 50% employer match about $136,744 at 4% or $91,163 at 6%; with 100% employer match about $102,558 at 4% or $68,372 at 6%.
W. Michael Maxwell & Associates Inc. Code 401K Employee Profit Sharing Plan-11$3,194,019$90,251$8,205iApproximate average salary by contribution assumption: employee only about $205,116 at 4% or $136,744 at 6%; with 50% employer match about $136,744 at 4% or $91,163 at 6%; with 100% employer match about $102,558 at 4% or $68,372 at 6%.
2010111$3,177,413$93,596$8,509iApproximate average salary by contribution assumption: employee only about $212,718 at 4% or $141,812 at 6%; with 50% employer match about $141,812 at 4% or $94,541 at 6%; with 100% employer match about $106,359 at 4% or $70,906 at 6%.
W. Michael Maxwell & Associates Inc. Code 401K Employee Profit Sharing Plan-11$3,177,413$93,596$8,509iApproximate average salary by contribution assumption: employee only about $212,718 at 4% or $141,812 at 6%; with 50% employer match about $141,812 at 4% or $94,541 at 6%; with 100% employer match about $106,359 at 4% or $70,906 at 6%.
2009111$2,857,290$104,920$9,538iApproximate average salary by contribution assumption: employee only about $238,455 at 4% or $158,970 at 6%; with 50% employer match about $158,970 at 4% or $105,980 at 6%; with 100% employer match about $119,227 at 4% or $79,485 at 6%.
W. Michael Maxwell & Associates Inc. Code 401K Employee Profit Sharing Plan-11$2,857,290$104,920$9,538iApproximate average salary by contribution assumption: employee only about $238,455 at 4% or $158,970 at 6%; with 50% employer match about $158,970 at 4% or $105,980 at 6%; with 100% employer match about $119,227 at 4% or $79,485 at 6%.
2008113$2,254,805$103,562$7,966iApproximate average salary by contribution assumption: employee only about $199,158 at 4% or $132,772 at 6%; with 50% employer match about $132,772 at 4% or $88,515 at 6%; with 100% employer match about $99,579 at 4% or $66,386 at 6%.
W. Michael Maxwell & Associates Inc. Code 401K Employee Profit Sharing Plan-13$2,254,805$103,562$7,966iApproximate average salary by contribution assumption: employee only about $199,158 at 4% or $132,772 at 6%; with 50% employer match about $132,772 at 4% or $88,515 at 6%; with 100% employer match about $99,579 at 4% or $66,386 at 6%.
2007110$2,552,203$116,988$11,699iApproximate average salary by contribution assumption: employee only about $292,470 at 4% or $194,980 at 6%; with 50% employer match about $194,980 at 4% or $129,987 at 6%; with 100% employer match about $146,235 at 4% or $97,490 at 6%.
W. Michael Maxwell & Associates Inc. Code 401K Employee Profit Sharing Plan-10$2,552,203$116,988$11,699iApproximate average salary by contribution assumption: employee only about $292,470 at 4% or $194,980 at 6%; with 50% employer match about $194,980 at 4% or $129,987 at 6%; with 100% employer match about $146,235 at 4% or $97,490 at 6%.
2006110$2,309,024$90,367$9,037iApproximate average salary by contribution assumption: employee only about $225,918 at 4% or $150,612 at 6%; with 50% employer match about $150,612 at 4% or $100,408 at 6%; with 100% employer match about $112,959 at 4% or $75,306 at 6%.
W. Michael Maxwell & Associates Inc. Code 401K Employee Profit Sharing Plan-10$2,309,024$90,367$9,037iApproximate average salary by contribution assumption: employee only about $225,918 at 4% or $150,612 at 6%; with 50% employer match about $150,612 at 4% or $100,408 at 6%; with 100% employer match about $112,959 at 4% or $75,306 at 6%.
200518$1,672,772$76,258$9,532iApproximate average salary by contribution assumption: employee only about $238,306 at 4% or $158,871 at 6%; with 50% employer match about $158,871 at 4% or $105,914 at 6%; with 100% employer match about $119,153 at 4% or $79,435 at 6%.
W. Michael Maxwell & Associates Inc. Code 401K Employee Profit Sharing Plan-8$1,672,772$76,258$9,532iApproximate average salary by contribution assumption: employee only about $238,306 at 4% or $158,871 at 6%; with 50% employer match about $158,871 at 4% or $105,914 at 6%; with 100% employer match about $119,153 at 4% or $79,435 at 6%.
200417$1,476,356$56,571$8,082iApproximate average salary by contribution assumption: employee only about $202,039 at 4% or $134,693 at 6%; with 50% employer match about $134,693 at 4% or $89,795 at 6%; with 100% employer match about $101,020 at 4% or $67,346 at 6%.
W. Michael Maxwell & Associates Inc. Code 401K Employee Profit Sharing Plan-7$1,476,356$56,571$8,082iApproximate average salary by contribution assumption: employee only about $202,039 at 4% or $134,693 at 6%; with 50% employer match about $134,693 at 4% or $89,795 at 6%; with 100% employer match about $101,020 at 4% or $67,346 at 6%.
200316$1,265,490$53,050$8,842iApproximate average salary by contribution assumption: employee only about $221,042 at 4% or $147,361 at 6%; with 50% employer match about $147,361 at 4% or $98,241 at 6%; with 100% employer match about $110,521 at 4% or $73,681 at 6%.
W. Michael Maxwell & Associates Inc. Code 401K Employee Profit Sharing Plan-6$1,265,490$53,050$8,842iApproximate average salary by contribution assumption: employee only about $221,042 at 4% or $147,361 at 6%; with 50% employer match about $147,361 at 4% or $98,241 at 6%; with 100% employer match about $110,521 at 4% or $73,681 at 6%.
200215$976,647$50,446$10,089iApproximate average salary by contribution assumption: employee only about $252,230 at 4% or $168,153 at 6%; with 50% employer match about $168,153 at 4% or $112,102 at 6%; with 100% employer match about $126,115 at 4% or $84,077 at 6%.
W. Michael Maxwell & Associates Inc. Code 401K Employee Profit Sharing Plan-5$976,647$50,446$10,089iApproximate average salary by contribution assumption: employee only about $252,230 at 4% or $168,153 at 6%; with 50% employer match about $168,153 at 4% or $112,102 at 6%; with 100% employer match about $126,115 at 4% or $84,077 at 6%.
200115$1,049,172$33,661$6,732iApproximate average salary by contribution assumption: employee only about $168,305 at 4% or $112,203 at 6%; with 50% employer match about $112,203 at 4% or $74,802 at 6%; with 100% employer match about $84,153 at 4% or $56,102 at 6%.
W. Michael Maxwell & Associates Inc. Code 401K Employee Profit Sharing Plan-5$1,049,172$33,661$6,732iApproximate average salary by contribution assumption: employee only about $168,305 at 4% or $112,203 at 6%; with 50% employer match about $112,203 at 4% or $74,802 at 6%; with 100% employer match about $84,153 at 4% or $56,102 at 6%.
200015$1,105,447$36,849$7,370iApproximate average salary by contribution assumption: employee only about $184,245 at 4% or $122,830 at 6%; with 50% employer match about $122,830 at 4% or $81,887 at 6%; with 100% employer match about $92,123 at 4% or $61,415 at 6%.
W. Michael Maxwell & Associates Inc. Code 401K Employee Profit Sharing Plan-5$1,105,447$36,849$7,370iApproximate average salary by contribution assumption: employee only about $184,245 at 4% or $122,830 at 6%; with 50% employer match about $122,830 at 4% or $81,887 at 6%; with 100% employer match about $92,123 at 4% or $61,415 at 6%.
199917$1,207,593$35,601$5,086iApproximate average salary by contribution assumption: employee only about $127,146 at 4% or $84,764 at 6%; with 50% employer match about $84,764 at 4% or $56,510 at 6%; with 100% employer match about $63,573 at 4% or $42,382 at 6%.
W. Michael Maxwell & Associates Inc. Code 401K Employee Profit Sharing Plan-7$1,207,593$35,601$5,086iApproximate average salary by contribution assumption: employee only about $127,146 at 4% or $84,764 at 6%; with 50% employer match about $84,764 at 4% or $56,510 at 6%; with 100% employer match about $63,573 at 4% or $42,382 at 6%.