Civic Intelligence

WHOLISTIC PEDIATRICIANS PC

Plan context: WHOLISTIC PEDIATRICIANS PC 401(K) PROFIT SHARING PLAN & TRUST

EIN 85-2879358 • Winchester, MA • 5 filings • 1 plans

77 Swanton St Ste 2Winchester, MA 01890-2039
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$188,953

2025 Contributions

$23,684

Historical Graphs

Total Assets Over Time

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

$188,953$94,477$0202120232025YearValue
$188,953Latest year 2025

Participants Over Time

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

740202120232025YearValue
6Latest 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
202516$188,953$23,684$3,947iApproximate average salary by contribution assumption: employee only about $98,683 at 4% or $65,789 at 6%; with 50% employer match about $65,789 at 4% or $43,859 at 6%; with 100% employer match about $49,342 at 4% or $32,894 at 6%.
WHOLISTIC PEDIATRICIANS PC 401(K) PROFIT SHARING PLAN & TRUST-6$188,953$23,684$3,947iApproximate average salary by contribution assumption: employee only about $98,683 at 4% or $65,789 at 6%; with 50% employer match about $65,789 at 4% or $43,859 at 6%; with 100% employer match about $49,342 at 4% or $32,894 at 6%.
202416$141,780$20,781$3,464iApproximate average salary by contribution assumption: employee only about $86,588 at 4% or $57,725 at 6%; with 50% employer match about $57,725 at 4% or $38,483 at 6%; with 100% employer match about $43,294 at 4% or $28,863 at 6%.
WHOLISTIC PEDIATRICIANS PC 401(K) PROFIT SHARING PLAN & TRUST-6$141,780$20,781$3,464iApproximate average salary by contribution assumption: employee only about $86,588 at 4% or $57,725 at 6%; with 50% employer match about $57,725 at 4% or $38,483 at 6%; with 100% employer match about $43,294 at 4% or $28,863 at 6%.
202317$110,193$98,535$14,076iApproximate average salary by contribution assumption: employee only about $351,911 at 4% or $234,607 at 6%; with 50% employer match about $234,607 at 4% or $156,405 at 6%; with 100% employer match about $175,955 at 4% or $117,304 at 6%.
WHOLISTIC PEDIATRICIANS PC 401(K) PROFIT SHARING PLAN & TRUST-7$110,193$98,535$14,076iApproximate average salary by contribution assumption: employee only about $351,911 at 4% or $234,607 at 6%; with 50% employer match about $234,607 at 4% or $156,405 at 6%; with 100% employer match about $175,955 at 4% or $117,304 at 6%.
202216$7,122$5,961$994iApproximate average salary by contribution assumption: employee only about $24,838 at 4% or $16,558 at 6%; with 50% employer match about $16,558 at 4% or $11,039 at 6%; with 100% employer match about $12,419 at 4% or $8,279 at 6%.
WHOLISTIC PEDIATRICIANS PC 401(K) PROFIT SHARING PLAN & TRUST-6$7,122$5,961$994iApproximate average salary by contribution assumption: employee only about $24,838 at 4% or $16,558 at 6%; with 50% employer match about $16,558 at 4% or $11,039 at 6%; with 100% employer match about $12,419 at 4% or $8,279 at 6%.
202113$1,629$1,602$534iApproximate average salary by contribution assumption: employee only about $13,350 at 4% or $8,900 at 6%; with 50% employer match about $8,900 at 4% or $5,933 at 6%; with 100% employer match about $6,675 at 4% or $4,450 at 6%.
WHOLISTIC PEDIATRICIANS PC 401(K) PROFIT SHARING PLAN & TRUST-3$1,629$1,602$534iApproximate average salary by contribution assumption: employee only about $13,350 at 4% or $8,900 at 6%; with 50% employer match about $8,900 at 4% or $5,933 at 6%; with 100% employer match about $6,675 at 4% or $4,450 at 6%.
WHOLISTIC PEDIATRICIANS PC | EIN 85-2879358 | 2025 Form 5500 Company Profile