Bain Wealth Management Group LLC
Plan context: Bain Wealth Management Group LLC 401(K) Plan
EIN 27-1540070 • Salem, OR • 25 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$2,931,861
2024 Contributions
$250,108
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 9 | $2,931,861 | $250,108 | $27,790iApproximate average salary by contribution assumption: employee only about $694,744 at 4% or $463,163 at 6%; with 50% employer match about $463,163 at 4% or $308,775 at 6%; with 100% employer match about $347,372 at 4% or $231,581 at 6%. |
| Bain Wealth Management Group LLC 401(K) Plan | - | 9 | $1,680,925 | $131,267 | $14,585iApproximate average salary by contribution assumption: employee only about $364,631 at 4% or $243,087 at 6%; with 50% employer match about $243,087 at 4% or $162,058 at 6%; with 100% employer match about $182,315 at 4% or $121,544 at 6%. |
| BAIN WEALTH MANAGEMENT GROUP, LLC CASH BALANCE PLAN | - | 9 | $1,250,936 | $118,841 | $13,205iApproximate average salary by contribution assumption: employee only about $330,114 at 4% or $220,076 at 6%; with 50% employer match about $220,076 at 4% or $146,717 at 6%; with 100% employer match about $165,057 at 4% or $110,038 at 6%. |
| 2023 | 2 | 10 | $2,698,724 | $244,508 | $24,451iApproximate average salary by contribution assumption: employee only about $611,270 at 4% or $407,513 at 6%; with 50% employer match about $407,513 at 4% or $271,676 at 6%; with 100% employer match about $305,635 at 4% or $203,757 at 6%. |
| Bain Wealth Management Group LLC 401(K) Plan | - | 10 | $1,472,642 | $125,975 | $12,598iApproximate average salary by contribution assumption: employee only about $314,938 at 4% or $209,958 at 6%; with 50% employer match about $209,958 at 4% or $139,972 at 6%; with 100% employer match about $157,469 at 4% or $104,979 at 6%. |
| BAIN WEALTH MANAGEMENT GROUP, LLC CASH BALANCE PLAN | - | 10 | $1,226,082 | $118,533 | $11,853iApproximate average salary by contribution assumption: employee only about $296,333 at 4% or $197,555 at 6%; with 50% employer match about $197,555 at 4% or $131,703 at 6%; with 100% employer match about $148,166 at 4% or $98,778 at 6%. |
| 2022 | 2 | 10 | $2,102,389 | $243,046 | $24,305iApproximate average salary by contribution assumption: employee only about $607,615 at 4% or $405,077 at 6%; with 50% employer match about $405,077 at 4% or $270,051 at 6%; with 100% employer match about $303,808 at 4% or $202,538 at 6%. |
| Bain Wealth Management Group LLC 401(K) Plan | - | 10 | $1,136,463 | $126,650 | $12,665iApproximate average salary by contribution assumption: employee only about $316,625 at 4% or $211,083 at 6%; with 50% employer match about $211,083 at 4% or $140,722 at 6%; with 100% employer match about $158,313 at 4% or $105,542 at 6%. |
| BAIN WEALTH MANAGEMENT GROUP, LLC CASH BALANCE PLAN | - | 9 | $965,926 | $116,396 | $12,933iApproximate average salary by contribution assumption: employee only about $323,322 at 4% or $215,548 at 6%; with 50% employer match about $215,548 at 4% or $143,699 at 6%; with 100% employer match about $161,661 at 4% or $107,774 at 6%. |
| 2021 | 2 | 9 | $2,140,449 | $225,633 | $25,070iApproximate average salary by contribution assumption: employee only about $626,758 at 4% or $417,839 at 6%; with 50% employer match about $417,839 at 4% or $278,559 at 6%; with 100% employer match about $313,379 at 4% or $208,919 at 6%. |
| Bain Wealth Management Group LLC 401(K) Plan | - | 9 | $1,141,416 | $113,133 | $12,570iApproximate average salary by contribution assumption: employee only about $314,258 at 4% or $209,506 at 6%; with 50% employer match about $209,506 at 4% or $139,670 at 6%; with 100% employer match about $157,129 at 4% or $104,753 at 6%. |
| BAIN WEALTH MANAGEMENT GROUP, LLC CASH BALANCE PLAN | - | 8 | $999,033 | $112,500 | $14,063iApproximate average salary by contribution assumption: employee only about $351,563 at 4% or $234,375 at 6%; with 50% employer match about $234,375 at 4% or $156,250 at 6%; with 100% employer match about $175,781 at 4% or $117,188 at 6%. |
| 2020 | 2 | 12 | $2,167,078 | $255,367 | $21,281iApproximate average salary by contribution assumption: employee only about $532,015 at 4% or $354,676 at 6%; with 50% employer match about $354,676 at 4% or $236,451 at 6%; with 100% employer match about $266,007 at 4% or $177,338 at 6%. |
| Bain Wealth Management Group LLC 401(K) Plan | - | 12 | $1,350,960 | $155,367 | $12,947iApproximate average salary by contribution assumption: employee only about $323,681 at 4% or $215,788 at 6%; with 50% employer match about $215,788 at 4% or $143,858 at 6%; with 100% employer match about $161,841 at 4% or $107,894 at 6%. |
| BAIN WEALTH MANAGEMENT GROUP, LLC CASH BALANCE PLAN | - | 12 | $816,118 | $100,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| 2019 | 2 | 12 | $1,743,194 | $204,340 | $17,028iApproximate average salary by contribution assumption: employee only about $425,708 at 4% or $283,806 at 6%; with 50% employer match about $283,806 at 4% or $189,204 at 6%; with 100% employer match about $212,854 at 4% or $141,903 at 6%. |
| Bain Wealth Management Group LLC 401(K) Plan | - | 12 | $1,093,178 | $150,340 | $12,528iApproximate average salary by contribution assumption: employee only about $313,208 at 4% or $208,806 at 6%; with 50% employer match about $208,806 at 4% or $139,204 at 6%; with 100% employer match about $156,604 at 4% or $104,403 at 6%. |
| BAIN WEALTH MANAGEMENT GROUP, LLC CASH BALANCE PLAN | - | 11 | $650,016 | $54,000 | $4,909iApproximate average salary by contribution assumption: employee only about $122,727 at 4% or $81,818 at 6%; with 50% employer match about $81,818 at 4% or $54,545 at 6%; with 100% employer match about $61,364 at 4% or $40,909 at 6%. |
| 2018 | 2 | 12 | $1,351,235 | $200,873 | $16,739iApproximate average salary by contribution assumption: employee only about $418,485 at 4% or $278,990 at 6%; with 50% employer match about $278,990 at 4% or $185,994 at 6%; with 100% employer match about $209,243 at 4% or $139,495 at 6%. |
| Bain Wealth Management Group LLC 401(K) Plan | - | 12 | $821,621 | $142,945 | $11,912iApproximate average salary by contribution assumption: employee only about $297,802 at 4% or $198,535 at 6%; with 50% employer match about $198,535 at 4% or $132,356 at 6%; with 100% employer match about $148,901 at 4% or $99,267 at 6%. |
| BAIN WEALTH MANAGEMENT GROUP, LLC CASH BALANCE PLAN | - | 10 | $529,614 | $57,928 | $5,793iApproximate average salary by contribution assumption: employee only about $144,820 at 4% or $96,547 at 6%; with 50% employer match about $96,547 at 4% or $64,364 at 6%; with 100% employer match about $72,410 at 4% or $48,273 at 6%. |
| 2017 | 2 | 11 | $1,274,520 | $135,745 | $12,340iApproximate average salary by contribution assumption: employee only about $308,511 at 4% or $205,674 at 6%; with 50% employer match about $205,674 at 4% or $137,116 at 6%; with 100% employer match about $154,256 at 4% or $102,837 at 6%. |
| Bain Wealth Management Group LLC 401(K) Plan | - | 11 | $757,234 | $85,376 | $7,761iApproximate average salary by contribution assumption: employee only about $194,036 at 4% or $129,358 at 6%; with 50% employer match about $129,358 at 4% or $86,238 at 6%; with 100% employer match about $97,018 at 4% or $64,679 at 6%. |
| BAIN WEALTH MANAGEMENT GROUP, LLC CASH BALANCE PLAN | - | 9 | $517,286 | $50,369 | $5,597iApproximate average salary by contribution assumption: employee only about $139,914 at 4% or $93,276 at 6%; with 50% employer match about $93,276 at 4% or $62,184 at 6%; with 100% employer match about $69,957 at 4% or $46,638 at 6%. |
| 2016 | 2 | 8 | $1,005,746 | $242,854 | $30,357iApproximate average salary by contribution assumption: employee only about $758,919 at 4% or $505,946 at 6%; with 50% employer match about $505,946 at 4% or $337,297 at 6%; with 100% employer match about $379,459 at 4% or $252,973 at 6%. |
| Bain Wealth Management Group LLC 401(K) Plan | - | 8 | $587,532 | $38,442 | $4,805iApproximate average salary by contribution assumption: employee only about $120,131 at 4% or $80,088 at 6%; with 50% employer match about $80,088 at 4% or $53,392 at 6%; with 100% employer match about $60,066 at 4% or $40,044 at 6%. |
| BAIN WEALTH MANAGEMENT GROUP, LLC CASH BALANCE PLAN | - | 8 | $418,214 | $204,412 | $25,552iApproximate average salary by contribution assumption: employee only about $638,788 at 4% or $425,858 at 6%; with 50% employer match about $425,858 at 4% or $283,906 at 6%; with 100% employer match about $319,394 at 4% or $212,929 at 6%. |
| 2015 | 2 | 8 | $717,128 | $340,792 | $42,599iApproximate average salary by contribution assumption: employee only about $1,064,975 at 4% or $709,983 at 6%; with 50% employer match about $709,983 at 4% or $473,322 at 6%; with 100% employer match about $532,488 at 4% or $354,992 at 6%. |
| Bain Wealth Management Group LLC 401(K) Plan | - | 8 | $509,728 | $133,392 | $16,674iApproximate average salary by contribution assumption: employee only about $416,850 at 4% or $277,900 at 6%; with 50% employer match about $277,900 at 4% or $185,267 at 6%; with 100% employer match about $208,425 at 4% or $138,950 at 6%. |
| BAIN WEALTH MANAGEMENT GROUP, LLC CASH BALANCE PLAN | - | 6 | $207,400 | $207,400 | $34,567iApproximate average salary by contribution assumption: employee only about $864,167 at 4% or $576,111 at 6%; with 50% employer match about $576,111 at 4% or $384,074 at 6%; with 100% employer match about $432,083 at 4% or $288,056 at 6%. |
| 2014 | 1 | 7 | $387,753 | $115,594 | $16,513iApproximate average salary by contribution assumption: employee only about $412,836 at 4% or $275,224 at 6%; with 50% employer match about $275,224 at 4% or $183,483 at 6%; with 100% employer match about $206,418 at 4% or $137,612 at 6%. |
| Bain Wealth Management Group LLC 401(K) Plan | - | 7 | $387,753 | $115,594 | $16,513iApproximate average salary by contribution assumption: employee only about $412,836 at 4% or $275,224 at 6%; with 50% employer match about $275,224 at 4% or $183,483 at 6%; with 100% employer match about $206,418 at 4% or $137,612 at 6%. |
| 2013 | 1 | 6 | $269,879 | $113,707 | $18,951iApproximate average salary by contribution assumption: employee only about $473,779 at 4% or $315,853 at 6%; with 50% employer match about $315,853 at 4% or $210,569 at 6%; with 100% employer match about $236,890 at 4% or $157,926 at 6%. |
| Bain Wealth Management Group LLC 401(K) Plan | - | 6 | $269,879 | $113,707 | $18,951iApproximate average salary by contribution assumption: employee only about $473,779 at 4% or $315,853 at 6%; with 50% employer match about $315,853 at 4% or $210,569 at 6%; with 100% employer match about $236,890 at 4% or $157,926 at 6%. |
| 2012 | 1 | 4 | $155,889 | $108,565 | $27,141iApproximate average salary by contribution assumption: employee only about $678,531 at 4% or $452,354 at 6%; with 50% employer match about $452,354 at 4% or $301,569 at 6%; with 100% employer match about $339,266 at 4% or $226,177 at 6%. |
| Bain Wealth Management Group LLC 401(K) Plan | - | 4 | $155,889 | $108,565 | $27,141iApproximate average salary by contribution assumption: employee only about $678,531 at 4% or $452,354 at 6%; with 50% employer match about $452,354 at 4% or $301,569 at 6%; with 100% employer match about $339,266 at 4% or $226,177 at 6%. |
| 2011 | 1 | 4 | $46,722 | $24,866 | $6,217iApproximate average salary by contribution assumption: employee only about $155,413 at 4% or $103,608 at 6%; with 50% employer match about $103,608 at 4% or $69,072 at 6%; with 100% employer match about $77,706 at 4% or $51,804 at 6%. |
| Bain Wealth Management Group LLC 401(K) Plan | - | 4 | $46,722 | $24,866 | $6,217iApproximate average salary by contribution assumption: employee only about $155,413 at 4% or $103,608 at 6%; with 50% employer match about $103,608 at 4% or $69,072 at 6%; with 100% employer match about $77,706 at 4% or $51,804 at 6%. |
| 2010 | 1 | 4 | $21,850 | $21,854 | $5,464iApproximate average salary by contribution assumption: employee only about $136,588 at 4% or $91,058 at 6%; with 50% employer match about $91,058 at 4% or $60,706 at 6%; with 100% employer match about $68,294 at 4% or $45,529 at 6%. |
| Bain Wealth Management Group LLC 401(K) Plan | - | 4 | $21,850 | $21,854 | $5,464iApproximate average salary by contribution assumption: employee only about $136,588 at 4% or $91,058 at 6%; with 50% employer match about $91,058 at 4% or $60,706 at 6%; with 100% employer match about $68,294 at 4% or $45,529 at 6%. |