Civic Intelligence

Edvestors Inc.

Plan context: Edvestors Inc. 401 K Profit Sharing Plan Trust

EIN 76-0794873 • Boston, MA • 14 filings • 3 plans

View Related Profile

142 Berkeley Street, 4th FloorBoston, MA 02116
Current Snapshot

Latest Year

2025

2025 Participants

18

2025 Assets

$1,484,973

2025 Contributions

$222,505

Historical Graphs

Total Assets Over Time

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

$1,484,973$742,487$0201220192025YearValue
$1,484,973Latest year 2025

Participants Over Time

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

27140201220192025YearValue
18Latest 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
2025118$1,484,973$222,505$12,361iApproximate average salary by contribution assumption: employee only about $309,035 at 4% or $206,023 at 6%; with 50% employer match about $206,023 at 4% or $137,349 at 6%; with 100% employer match about $154,517 at 4% or $103,012 at 6%.
Edvestors Inc. 401 K Profit Sharing Plan Trust-18$1,484,973$222,505$12,361iApproximate average salary by contribution assumption: employee only about $309,035 at 4% or $206,023 at 6%; with 50% employer match about $206,023 at 4% or $137,349 at 6%; with 100% employer match about $154,517 at 4% or $103,012 at 6%.
2024118$1,121,434$214,224$11,901iApproximate average salary by contribution assumption: employee only about $297,533 at 4% or $198,356 at 6%; with 50% employer match about $198,356 at 4% or $132,237 at 6%; with 100% employer match about $148,767 at 4% or $99,178 at 6%.
Edvestors Inc. 401 K Profit Sharing Plan Trust-18$1,121,434$214,224$11,901iApproximate average salary by contribution assumption: employee only about $297,533 at 4% or $198,356 at 6%; with 50% employer match about $198,356 at 4% or $132,237 at 6%; with 100% employer match about $148,767 at 4% or $99,178 at 6%.
2023127$1,370,118$305,034$11,298iApproximate average salary by contribution assumption: employee only about $282,439 at 4% or $188,293 at 6%; with 50% employer match about $188,293 at 4% or $125,528 at 6%; with 100% employer match about $141,219 at 4% or $94,146 at 6%.
Edvestors Inc. 401 K Profit Sharing Plan Trust-27$1,370,118$305,034$11,298iApproximate average salary by contribution assumption: employee only about $282,439 at 4% or $188,293 at 6%; with 50% employer match about $188,293 at 4% or $125,528 at 6%; with 100% employer match about $141,219 at 4% or $94,146 at 6%.
2022122$969,317$110,234$5,011iApproximate average salary by contribution assumption: employee only about $125,266 at 4% or $83,511 at 6%; with 50% employer match about $83,511 at 4% or $55,674 at 6%; with 100% employer match about $62,633 at 4% or $41,755 at 6%.
Edvestors Inc. 401 K Profit Sharing Plan Trust-22$969,317$110,234$5,011iApproximate average salary by contribution assumption: employee only about $125,266 at 4% or $83,511 at 6%; with 50% employer match about $83,511 at 4% or $55,674 at 6%; with 100% employer match about $62,633 at 4% or $41,755 at 6%.
2021112$977,303$128,137$10,678iApproximate average salary by contribution assumption: employee only about $266,952 at 4% or $177,968 at 6%; with 50% employer match about $177,968 at 4% or $118,645 at 6%; with 100% employer match about $133,476 at 4% or $88,984 at 6%.
Edvestors Inc. 401 K Profit Sharing Plan Trust-12$977,303$128,137$10,678iApproximate average salary by contribution assumption: employee only about $266,952 at 4% or $177,968 at 6%; with 50% employer match about $177,968 at 4% or $118,645 at 6%; with 100% employer match about $133,476 at 4% or $88,984 at 6%.
2020114$1,402,932$161,279$11,520iApproximate average salary by contribution assumption: employee only about $287,998 at 4% or $191,999 at 6%; with 50% employer match about $191,999 at 4% or $127,999 at 6%; with 100% employer match about $143,999 at 4% or $95,999 at 6%.
Edvestors Inc. 401 K Profit Sharing Plan Trust-14$1,402,932$161,279$11,520iApproximate average salary by contribution assumption: employee only about $287,998 at 4% or $191,999 at 6%; with 50% employer match about $191,999 at 4% or $127,999 at 6%; with 100% employer match about $143,999 at 4% or $95,999 at 6%.
2019117$1,250,656$152,119$8,948iApproximate average salary by contribution assumption: employee only about $223,704 at 4% or $149,136 at 6%; with 50% employer match about $149,136 at 4% or $99,424 at 6%; with 100% employer match about $111,852 at 4% or $74,568 at 6%.
Edvestors Inc. 401 K Profit Sharing Plan Trust-17$1,250,656$152,119$8,948iApproximate average salary by contribution assumption: employee only about $223,704 at 4% or $149,136 at 6%; with 50% employer match about $149,136 at 4% or $99,424 at 6%; with 100% employer match about $111,852 at 4% or $74,568 at 6%.
2018117$973,035$170,937$10,055iApproximate average salary by contribution assumption: employee only about $251,378 at 4% or $167,585 at 6%; with 50% employer match about $167,585 at 4% or $111,724 at 6%; with 100% employer match about $125,689 at 4% or $83,793 at 6%.
Edvestors Inc. 401 K Profit Sharing Plan Trust-17$973,035$170,937$10,055iApproximate average salary by contribution assumption: employee only about $251,378 at 4% or $167,585 at 6%; with 50% employer match about $167,585 at 4% or $111,724 at 6%; with 100% employer match about $125,689 at 4% or $83,793 at 6%.
2017114$880,623$158,741$11,339iApproximate average salary by contribution assumption: employee only about $283,466 at 4% or $188,977 at 6%; with 50% employer match about $188,977 at 4% or $125,985 at 6%; with 100% employer match about $141,733 at 4% or $94,489 at 6%.
Edvestors Inc. 401 K Profit Sharing Plan Trust-14$880,623$158,741$11,339iApproximate average salary by contribution assumption: employee only about $283,466 at 4% or $188,977 at 6%; with 50% employer match about $188,977 at 4% or $125,985 at 6%; with 100% employer match about $141,733 at 4% or $94,489 at 6%.
2016113$607,615$143,932$11,072iApproximate average salary by contribution assumption: employee only about $276,792 at 4% or $184,528 at 6%; with 50% employer match about $184,528 at 4% or $123,019 at 6%; with 100% employer match about $138,396 at 4% or $92,264 at 6%.
Edvestors Inc. 401 K Profit Sharing Plan Trust-13$607,615$143,932$11,072iApproximate average salary by contribution assumption: employee only about $276,792 at 4% or $184,528 at 6%; with 50% employer match about $184,528 at 4% or $123,019 at 6%; with 100% employer match about $138,396 at 4% or $92,264 at 6%.
2015111$428,835$131,311$11,937iApproximate average salary by contribution assumption: employee only about $298,434 at 4% or $198,956 at 6%; with 50% employer match about $198,956 at 4% or $132,637 at 6%; with 100% employer match about $149,217 at 4% or $99,478 at 6%.
Edvestors Inc. 401 K Profit Sharing Plan Trust-11$428,835$131,311$11,937iApproximate average salary by contribution assumption: employee only about $298,434 at 4% or $198,956 at 6%; with 50% employer match about $198,956 at 4% or $132,637 at 6%; with 100% employer match about $149,217 at 4% or $99,478 at 6%.
2014110$306,071$93,522$9,352iApproximate average salary by contribution assumption: employee only about $233,805 at 4% or $155,870 at 6%; with 50% employer match about $155,870 at 4% or $103,913 at 6%; with 100% employer match about $116,903 at 4% or $77,935 at 6%.
Edvestors Inc. 401 K Profit Sharing Plan Trust-10$306,071$93,522$9,352iApproximate average salary by contribution assumption: employee only about $233,805 at 4% or $155,870 at 6%; with 50% employer match about $155,870 at 4% or $103,913 at 6%; with 100% employer match about $116,903 at 4% or $77,935 at 6%.
201317$198,341$113,630$16,233iApproximate average salary by contribution assumption: employee only about $405,821 at 4% or $270,548 at 6%; with 50% employer match about $270,548 at 4% or $180,365 at 6%; with 100% employer match about $202,911 at 4% or $135,274 at 6%.
Edvestors Inc. 401 K Profit Sharing Plan Trust-7$198,341$113,630$16,233iApproximate average salary by contribution assumption: employee only about $405,821 at 4% or $270,548 at 6%; with 50% employer match about $270,548 at 4% or $180,365 at 6%; with 100% employer match about $202,911 at 4% or $135,274 at 6%.
201216$58,853$56,381$9,397iApproximate average salary by contribution assumption: employee only about $234,921 at 4% or $156,614 at 6%; with 50% employer match about $156,614 at 4% or $104,409 at 6%; with 100% employer match about $117,460 at 4% or $78,307 at 6%.
Edvestors Inc. 401 K Profit Sharing Plan Trust-6$58,853$56,381$9,397iApproximate average salary by contribution assumption: employee only about $234,921 at 4% or $156,614 at 6%; with 50% employer match about $156,614 at 4% or $104,409 at 6%; with 100% employer match about $117,460 at 4% or $78,307 at 6%.