Civic Intelligence

Eagle Ridge Investment Management LLC

Plan context: Eagle Ridge Investment Management 401(K) Psp

EIN 26-2730112 • Stamford, CT • 15 filings • 4 plans

4 High Ridge Park3rd FloorStamford, CT 06905
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$2,845,476

2024 Contributions

$57,461

Historical Graphs

Total Assets Over Time

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

$2,845,476$1,422,738$0200920192023YearValue
$2,845,476Latest year 2023

Participants Over Time

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

1370200920192023YearValue
13Latest year 2023

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
202410$0$57,461-
Eagle Ridge Investment Management 401(K) Psp-0$0$57,461-
2023113$2,845,476$436,001$33,539iApproximate average salary by contribution assumption: employee only about $838,463 at 4% or $558,976 at 6%; with 50% employer match about $558,976 at 4% or $372,650 at 6%; with 100% employer match about $419,232 at 4% or $279,488 at 6%.
Eagle Ridge Investment Management 401(K) Psp-13$2,845,476$436,001$33,539iApproximate average salary by contribution assumption: employee only about $838,463 at 4% or $558,976 at 6%; with 50% employer match about $558,976 at 4% or $372,650 at 6%; with 100% employer match about $419,232 at 4% or $279,488 at 6%.
2022113$2,002,029$401,788$30,907iApproximate average salary by contribution assumption: employee only about $772,669 at 4% or $515,113 at 6%; with 50% employer match about $515,113 at 4% or $343,409 at 6%; with 100% employer match about $386,335 at 4% or $257,556 at 6%.
Eagle Ridge Investment Management 401(K) Psp-13$2,002,029$401,788$30,907iApproximate average salary by contribution assumption: employee only about $772,669 at 4% or $515,113 at 6%; with 50% employer match about $515,113 at 4% or $343,409 at 6%; with 100% employer match about $386,335 at 4% or $257,556 at 6%.
2021111$2,112,011$558,873$50,807iApproximate average salary by contribution assumption: employee only about $1,270,166 at 4% or $846,777 at 6%; with 50% employer match about $846,777 at 4% or $564,518 at 6%; with 100% employer match about $635,083 at 4% or $423,389 at 6%.
Eagle Ridge Investment Management 401(K) Psp-11$2,112,011$558,873$50,807iApproximate average salary by contribution assumption: employee only about $1,270,166 at 4% or $846,777 at 6%; with 50% employer match about $846,777 at 4% or $564,518 at 6%; with 100% employer match about $635,083 at 4% or $423,389 at 6%.
2020110$1,447,263$350,408$35,041iApproximate average salary by contribution assumption: employee only about $876,020 at 4% or $584,013 at 6%; with 50% employer match about $584,013 at 4% or $389,342 at 6%; with 100% employer match about $438,010 at 4% or $292,007 at 6%.
Eagle Ridge Investment Management 401(K) Psp-10$1,447,263$350,408$35,041iApproximate average salary by contribution assumption: employee only about $876,020 at 4% or $584,013 at 6%; with 50% employer match about $584,013 at 4% or $389,342 at 6%; with 100% employer match about $438,010 at 4% or $292,007 at 6%.
2019110$1,162,973$389,227$38,923iApproximate average salary by contribution assumption: employee only about $973,067 at 4% or $648,712 at 6%; with 50% employer match about $648,712 at 4% or $432,474 at 6%; with 100% employer match about $486,534 at 4% or $324,356 at 6%.
Eagle Ridge Investment Management 401(K) Psp-10$1,162,973$389,227$38,923iApproximate average salary by contribution assumption: employee only about $973,067 at 4% or $648,712 at 6%; with 50% employer match about $648,712 at 4% or $432,474 at 6%; with 100% employer match about $486,534 at 4% or $324,356 at 6%.
201818$662,676$431,261$53,908iApproximate average salary by contribution assumption: employee only about $1,347,691 at 4% or $898,460 at 6%; with 50% employer match about $898,460 at 4% or $598,974 at 6%; with 100% employer match about $673,845 at 4% or $449,230 at 6%.
Eagle Ridge Investment Management 401(K) Psp-8$662,676$431,261$53,908iApproximate average salary by contribution assumption: employee only about $1,347,691 at 4% or $898,460 at 6%; with 50% employer match about $898,460 at 4% or $598,974 at 6%; with 100% employer match about $673,845 at 4% or $449,230 at 6%.
201718$621,523$360,315$45,039iApproximate average salary by contribution assumption: employee only about $1,125,984 at 4% or $750,656 at 6%; with 50% employer match about $750,656 at 4% or $500,438 at 6%; with 100% employer match about $562,992 at 4% or $375,328 at 6%.
Eagle Ridge Investment Management 401(K) Psp-8$621,523$360,315$45,039iApproximate average salary by contribution assumption: employee only about $1,125,984 at 4% or $750,656 at 6%; with 50% employer match about $750,656 at 4% or $500,438 at 6%; with 100% employer match about $562,992 at 4% or $375,328 at 6%.
201619$313,886$302,829$33,648iApproximate average salary by contribution assumption: employee only about $841,192 at 4% or $560,794 at 6%; with 50% employer match about $560,794 at 4% or $373,863 at 6%; with 100% employer match about $420,596 at 4% or $280,397 at 6%.
Eagle Ridge Investment Management 401(K) Psp-9$313,886$302,829$33,648iApproximate average salary by contribution assumption: employee only about $841,192 at 4% or $560,794 at 6%; with 50% employer match about $560,794 at 4% or $373,863 at 6%; with 100% employer match about $420,596 at 4% or $280,397 at 6%.
201120$0$23,908-
Eagle Ridge Investment Management LLC 401(K) Plan-0-$23,908-
Eagle Ridge Investment Management 401(K) Psp-0---
201024$653,315$322,499$80,625iApproximate average salary by contribution assumption: employee only about $2,015,619 at 4% or $1,343,746 at 6%; with 50% employer match about $1,343,746 at 4% or $895,831 at 6%; with 100% employer match about $1,007,809 at 4% or $671,873 at 6%.
Eagle Ridge Investment Management LLC 401(K) Plan-4$351,944$177,499$44,375iApproximate average salary by contribution assumption: employee only about $1,109,369 at 4% or $739,579 at 6%; with 50% employer match about $739,579 at 4% or $493,053 at 6%; with 100% employer match about $554,684 at 4% or $369,790 at 6%.
Eagle Ridge Investment Management 401(K) Psp-4$301,371$145,000$36,250iApproximate average salary by contribution assumption: employee only about $906,250 at 4% or $604,167 at 6%; with 50% employer match about $604,167 at 4% or $402,778 at 6%; with 100% employer match about $453,125 at 4% or $302,083 at 6%.
200925$287,932$287,528$57,506iApproximate average salary by contribution assumption: employee only about $1,437,640 at 4% or $958,427 at 6%; with 50% employer match about $958,427 at 4% or $638,951 at 6%; with 100% employer match about $718,820 at 4% or $479,213 at 6%.
Eagle Ridge Investment Management LLC 401(K) Plan-5$148,097$147,693$29,539iApproximate average salary by contribution assumption: employee only about $738,465 at 4% or $492,310 at 6%; with 50% employer match about $492,310 at 4% or $328,207 at 6%; with 100% employer match about $369,233 at 4% or $246,155 at 6%.
Eagle Ridge Investment Management 401(K) Psp-5$139,835$139,835$27,967iApproximate average salary by contribution assumption: employee only about $699,175 at 4% or $466,117 at 6%; with 50% employer match about $466,117 at 4% or $310,744 at 6%; with 100% employer match about $349,588 at 4% or $233,058 at 6%.