Civic Intelligence

Bg Strategic Advisors LLC

Plan context: Bg Strategic Advisors LLC 401(K) Plan

EIN 20-2411202 • West Palm Beach, FL • 16 filings • 5 plans

525 South Flagler Drive, Suite 200West Palm Beach, FL 33401
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$3,702,516

2025 Contributions

$767,737

Historical Graphs

Total Assets Over Time

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

$3,702,516$1,851,258$0201320192025YearValue
$3,702,516Latest year 2025

Participants Over Time

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

840201320192025YearValue
8Latest 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
202528$3,702,516$767,737$95,967iApproximate average salary by contribution assumption: employee only about $2,399,178 at 4% or $1,599,452 at 6%; with 50% employer match about $1,599,452 at 4% or $1,066,301 at 6%; with 100% employer match about $1,199,589 at 4% or $799,726 at 6%.
Bg Strategic Advisors LLC 401(K) Plan-8$2,183,366$215,249$26,906iApproximate average salary by contribution assumption: employee only about $672,653 at 4% or $448,435 at 6%; with 50% employer match about $448,435 at 4% or $298,957 at 6%; with 100% employer match about $336,327 at 4% or $224,218 at 6%.
BGSA HOLDINGS, LLC CASH BALANCE PLAN-5$1,519,150$552,488$110,498iApproximate average salary by contribution assumption: employee only about $2,762,440 at 4% or $1,841,627 at 6%; with 50% employer match about $1,841,627 at 4% or $1,227,751 at 6%; with 100% employer match about $1,381,220 at 4% or $920,813 at 6%.
202427$2,221,345$662,754$94,679iApproximate average salary by contribution assumption: employee only about $2,366,979 at 4% or $1,577,986 at 6%; with 50% employer match about $1,577,986 at 4% or $1,051,990 at 6%; with 100% employer match about $1,183,489 at 4% or $788,993 at 6%.
Bg Strategic Advisors LLC 401(K) Plan-7$1,335,559$175,061$25,009iApproximate average salary by contribution assumption: employee only about $625,218 at 4% or $416,812 at 6%; with 50% employer match about $416,812 at 4% or $277,875 at 6%; with 100% employer match about $312,609 at 4% or $208,406 at 6%.
BGSA HOLDINGS, LLC CASH BALANCE PLAN-4$885,786$487,693$121,923iApproximate average salary by contribution assumption: employee only about $3,048,081 at 4% or $2,032,054 at 6%; with 50% employer match about $2,032,054 at 4% or $1,354,703 at 6%; with 100% employer match about $1,524,041 at 4% or $1,016,027 at 6%.
202327$1,568,992$623,211$89,030iApproximate average salary by contribution assumption: employee only about $2,225,754 at 4% or $1,483,836 at 6%; with 50% employer match about $1,483,836 at 4% or $989,224 at 6%; with 100% employer match about $1,112,877 at 4% or $741,918 at 6%.
Bg Strategic Advisors LLC 401(K) Plan-7$1,151,568$205,787$29,398iApproximate average salary by contribution assumption: employee only about $734,954 at 4% or $489,969 at 6%; with 50% employer match about $489,969 at 4% or $326,646 at 6%; with 100% employer match about $367,477 at 4% or $244,985 at 6%.
BGSA HOLDINGS / CAMBRIDGE CAPITAL CASH BALANCE PLAN-5$417,424$417,424$83,485iApproximate average salary by contribution assumption: employee only about $2,087,120 at 4% or $1,391,413 at 6%; with 50% employer match about $1,391,413 at 4% or $927,609 at 6%; with 100% employer match about $1,043,560 at 4% or $695,707 at 6%.
202214$867,340$63,242$15,811iApproximate average salary by contribution assumption: employee only about $395,263 at 4% or $263,508 at 6%; with 50% employer match about $263,508 at 4% or $175,672 at 6%; with 100% employer match about $197,631 at 4% or $131,754 at 6%.
Bg Strategic Advisors LLC 401(K) Plan-4$867,340$63,242$15,811iApproximate average salary by contribution assumption: employee only about $395,263 at 4% or $263,508 at 6%; with 50% employer match about $263,508 at 4% or $175,672 at 6%; with 100% employer match about $197,631 at 4% or $131,754 at 6%.
202114$819,993$61,480$15,370iApproximate average salary by contribution assumption: employee only about $384,250 at 4% or $256,167 at 6%; with 50% employer match about $256,167 at 4% or $170,778 at 6%; with 100% employer match about $192,125 at 4% or $128,083 at 6%.
Bg Strategic Advisors LLC 401(K) Plan-4$819,993$61,480$15,370iApproximate average salary by contribution assumption: employee only about $384,250 at 4% or $256,167 at 6%; with 50% employer match about $256,167 at 4% or $170,778 at 6%; with 100% employer match about $192,125 at 4% or $128,083 at 6%.
202014$734,436$69,816$17,454iApproximate average salary by contribution assumption: employee only about $436,350 at 4% or $290,900 at 6%; with 50% employer match about $290,900 at 4% or $193,933 at 6%; with 100% employer match about $218,175 at 4% or $145,450 at 6%.
Bg Strategic Advisors LLC 401(K) Plan-4$734,436$69,816$17,454iApproximate average salary by contribution assumption: employee only about $436,350 at 4% or $290,900 at 6%; with 50% employer match about $290,900 at 4% or $193,933 at 6%; with 100% employer match about $218,175 at 4% or $145,450 at 6%.
201915$695,771$63,180$12,636iApproximate average salary by contribution assumption: employee only about $315,900 at 4% or $210,600 at 6%; with 50% employer match about $210,600 at 4% or $140,400 at 6%; with 100% employer match about $157,950 at 4% or $105,300 at 6%.
Bg Strategic Advisors LLC 401(K) Plan-5$695,771$63,180$12,636iApproximate average salary by contribution assumption: employee only about $315,900 at 4% or $210,600 at 6%; with 50% employer match about $210,600 at 4% or $140,400 at 6%; with 100% employer match about $157,950 at 4% or $105,300 at 6%.
201815$540,242$62,180$12,436iApproximate average salary by contribution assumption: employee only about $310,900 at 4% or $207,267 at 6%; with 50% employer match about $207,267 at 4% or $138,178 at 6%; with 100% employer match about $155,450 at 4% or $103,633 at 6%.
Bg Strategic Advisors LLC 401(K) Plan-5$540,242$62,180$12,436iApproximate average salary by contribution assumption: employee only about $310,900 at 4% or $207,267 at 6%; with 50% employer match about $207,267 at 4% or $138,178 at 6%; with 100% employer match about $155,450 at 4% or $103,633 at 6%.
201715$544,204$123,627$24,725iApproximate average salary by contribution assumption: employee only about $618,135 at 4% or $412,090 at 6%; with 50% employer match about $412,090 at 4% or $274,727 at 6%; with 100% employer match about $309,068 at 4% or $206,045 at 6%.
Bg Strategic Advisors LLC 401(K) Plan-5$544,204$123,627$24,725iApproximate average salary by contribution assumption: employee only about $618,135 at 4% or $412,090 at 6%; with 50% employer match about $412,090 at 4% or $274,727 at 6%; with 100% employer match about $309,068 at 4% or $206,045 at 6%.
201615$366,819$120,330$24,066iApproximate average salary by contribution assumption: employee only about $601,650 at 4% or $401,100 at 6%; with 50% employer match about $401,100 at 4% or $267,400 at 6%; with 100% employer match about $300,825 at 4% or $200,550 at 6%.
Bg Strategic Advisors LLC 401(K) Plan-5$366,819$120,330$24,066iApproximate average salary by contribution assumption: employee only about $601,650 at 4% or $401,100 at 6%; with 50% employer match about $401,100 at 4% or $267,400 at 6%; with 100% employer match about $300,825 at 4% or $200,550 at 6%.
201518$512,906$86,884$10,861iApproximate average salary by contribution assumption: employee only about $271,513 at 4% or $181,008 at 6%; with 50% employer match about $181,008 at 4% or $120,672 at 6%; with 100% employer match about $135,756 at 4% or $90,504 at 6%.
Bg Strategic Advisors LLC 401(K) Plan-8$512,906$86,884$10,861iApproximate average salary by contribution assumption: employee only about $271,513 at 4% or $181,008 at 6%; with 50% employer match about $181,008 at 4% or $120,672 at 6%; with 100% employer match about $135,756 at 4% or $90,504 at 6%.
201418$432,995$276,362$34,545iApproximate average salary by contribution assumption: employee only about $863,631 at 4% or $575,754 at 6%; with 50% employer match about $575,754 at 4% or $383,836 at 6%; with 100% employer match about $431,816 at 4% or $287,877 at 6%.
Bg Strategic Advisors LLC 401(K) Plan-8$432,995$276,362$34,545iApproximate average salary by contribution assumption: employee only about $863,631 at 4% or $575,754 at 6%; with 50% employer match about $575,754 at 4% or $383,836 at 6%; with 100% employer match about $431,816 at 4% or $287,877 at 6%.
201316$158,468$158,468$26,411iApproximate average salary by contribution assumption: employee only about $660,283 at 4% or $440,189 at 6%; with 50% employer match about $440,189 at 4% or $293,459 at 6%; with 100% employer match about $330,142 at 4% or $220,094 at 6%.
Bg Strategic Advisors LLC 401(K) Plan-6$158,468$158,468$26,411iApproximate average salary by contribution assumption: employee only about $660,283 at 4% or $440,189 at 6%; with 50% employer match about $440,189 at 4% or $293,459 at 6%; with 100% employer match about $330,142 at 4% or $220,094 at 6%.