Bourke Wealth Management
Plan context: Bwm 401(K) Plan
EIN 06-1674460 • Santa Barbara, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2020
2020 Participants
3
2020 Assets
$274,442
2020 Contributions
$99,527
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2020 | 1 | 3 | $274,442 | $99,527 | $33,176iApproximate average salary by contribution assumption: employee only about $829,392 at 4% or $552,928 at 6%; with 50% employer match about $552,928 at 4% or $368,619 at 6%; with 100% employer match about $414,696 at 4% or $276,464 at 6%. |
| Bwm 401(K) Plan | - | 3 | $274,442 | $99,527 | $33,176iApproximate average salary by contribution assumption: employee only about $829,392 at 4% or $552,928 at 6%; with 50% employer match about $552,928 at 4% or $368,619 at 6%; with 100% employer match about $414,696 at 4% or $276,464 at 6%. |
| 2019 | 1 | 3 | $170,323 | $51,595 | $17,198iApproximate average salary by contribution assumption: employee only about $429,958 at 4% or $286,639 at 6%; with 50% employer match about $286,639 at 4% or $191,093 at 6%; with 100% employer match about $214,979 at 4% or $143,319 at 6%. |
| Bwm 401(K) Plan | - | 3 | $170,323 | $51,595 | $17,198iApproximate average salary by contribution assumption: employee only about $429,958 at 4% or $286,639 at 6%; with 50% employer match about $286,639 at 4% or $191,093 at 6%; with 100% employer match about $214,979 at 4% or $143,319 at 6%. |
| 2018 | 1 | 2 | $103,747 | $31,370 | $15,685iApproximate average salary by contribution assumption: employee only about $392,125 at 4% or $261,417 at 6%; with 50% employer match about $261,417 at 4% or $174,278 at 6%; with 100% employer match about $196,063 at 4% or $130,708 at 6%. |
| Bwm 401(K) Plan | - | 2 | $103,747 | $31,370 | $15,685iApproximate average salary by contribution assumption: employee only about $392,125 at 4% or $261,417 at 6%; with 50% employer match about $261,417 at 4% or $174,278 at 6%; with 100% employer match about $196,063 at 4% or $130,708 at 6%. |
| 2017 | 1 | 3 | $87,730 | $74,953 | $24,984iApproximate average salary by contribution assumption: employee only about $624,608 at 4% or $416,406 at 6%; with 50% employer match about $416,406 at 4% or $277,604 at 6%; with 100% employer match about $312,304 at 4% or $208,203 at 6%. |
| Bwm 401(K) Plan | - | 3 | $87,730 | $74,953 | $24,984iApproximate average salary by contribution assumption: employee only about $624,608 at 4% or $416,406 at 6%; with 50% employer match about $416,406 at 4% or $277,604 at 6%; with 100% employer match about $312,304 at 4% or $208,203 at 6%. |
| 2016 | 1 | 2 | $68,349 | $58,295 | $29,148iApproximate average salary by contribution assumption: employee only about $728,688 at 4% or $485,792 at 6%; with 50% employer match about $485,792 at 4% or $323,861 at 6%; with 100% employer match about $364,344 at 4% or $242,896 at 6%. |
| Bwm 401(K) Plan | - | 2 | $68,349 | $58,295 | $29,148iApproximate average salary by contribution assumption: employee only about $728,688 at 4% or $485,792 at 6%; with 50% employer match about $485,792 at 4% or $323,861 at 6%; with 100% employer match about $364,344 at 4% or $242,896 at 6%. |