Civic Intelligence

Stonebridge Wealth Management

Plan context: Stonebridge Wealth Management 401(K) Profit Sharing Plan & Trust

EIN 27-3940995 • Oakbrook, IL • 9 filings • 1 plans

1010 Jorie Blvd., Suite #144Oakbrook, IL 60523
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$2,250,852

2025 Contributions

$181,443

Historical Graphs

Total Assets Over Time

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

$2,442,781$1,221,391$0201720212025YearValue
$2,250,852Latest year 2025

Participants Over Time

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

420201720212025YearValue
4Latest 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
202514$2,250,852$181,443$45,361iApproximate average salary by contribution assumption: employee only about $1,134,019 at 4% or $756,013 at 6%; with 50% employer match about $756,013 at 4% or $504,008 at 6%; with 100% employer match about $567,009 at 4% or $378,006 at 6%.
Stonebridge Wealth Management 401(K) Profit Sharing Plan & Trust-4$2,250,852$181,443$45,361iApproximate average salary by contribution assumption: employee only about $1,134,019 at 4% or $756,013 at 6%; with 50% employer match about $756,013 at 4% or $504,008 at 6%; with 100% employer match about $567,009 at 4% or $378,006 at 6%.
202414$1,862,188$162,721$40,680iApproximate average salary by contribution assumption: employee only about $1,017,006 at 4% or $678,004 at 6%; with 50% employer match about $678,004 at 4% or $452,003 at 6%; with 100% employer match about $508,503 at 4% or $339,002 at 6%.
Stonebridge Wealth Management 401(K) Profit Sharing Plan & Trust-4$1,862,188$162,721$40,680iApproximate average salary by contribution assumption: employee only about $1,017,006 at 4% or $678,004 at 6%; with 50% employer match about $678,004 at 4% or $452,003 at 6%; with 100% employer match about $508,503 at 4% or $339,002 at 6%.
202314$1,681,662$440,068$110,017iApproximate average salary by contribution assumption: employee only about $2,750,425 at 4% or $1,833,617 at 6%; with 50% employer match about $1,833,617 at 4% or $1,222,411 at 6%; with 100% employer match about $1,375,213 at 4% or $916,808 at 6%.
Stonebridge Wealth Management 401(K) Profit Sharing Plan & Trust-4$1,681,662$440,068$110,017iApproximate average salary by contribution assumption: employee only about $2,750,425 at 4% or $1,833,617 at 6%; with 50% employer match about $1,833,617 at 4% or $1,222,411 at 6%; with 100% employer match about $1,375,213 at 4% or $916,808 at 6%.
202213$901,783$142,024$47,341iApproximate average salary by contribution assumption: employee only about $1,183,533 at 4% or $789,022 at 6%; with 50% employer match about $789,022 at 4% or $526,015 at 6%; with 100% employer match about $591,767 at 4% or $394,511 at 6%.
Stonebridge Wealth Management 401(K) Profit Sharing Plan & Trust-3$901,783$142,024$47,341iApproximate average salary by contribution assumption: employee only about $1,183,533 at 4% or $789,022 at 6%; with 50% employer match about $789,022 at 4% or $526,015 at 6%; with 100% employer match about $591,767 at 4% or $394,511 at 6%.
202113$2,442,781$135,484$45,161iApproximate average salary by contribution assumption: employee only about $1,129,033 at 4% or $752,689 at 6%; with 50% employer match about $752,689 at 4% or $501,793 at 6%; with 100% employer match about $564,517 at 4% or $376,344 at 6%.
Stonebridge Wealth Management 401(K) Profit Sharing Plan & Trust-3$2,442,781$135,484$45,161iApproximate average salary by contribution assumption: employee only about $1,129,033 at 4% or $752,689 at 6%; with 50% employer match about $752,689 at 4% or $501,793 at 6%; with 100% employer match about $564,517 at 4% or $376,344 at 6%.
202013$1,595,230$134,673$44,891iApproximate average salary by contribution assumption: employee only about $1,122,275 at 4% or $748,183 at 6%; with 50% employer match about $748,183 at 4% or $498,789 at 6%; with 100% employer match about $561,138 at 4% or $374,092 at 6%.
Stonebridge Wealth Management 401(K) Profit Sharing Plan & Trust-3$1,595,230$134,673$44,891iApproximate average salary by contribution assumption: employee only about $1,122,275 at 4% or $748,183 at 6%; with 50% employer match about $748,183 at 4% or $498,789 at 6%; with 100% employer match about $561,138 at 4% or $374,092 at 6%.
201913$537,304$388,918$129,639iApproximate average salary by contribution assumption: employee only about $3,240,983 at 4% or $2,160,656 at 6%; with 50% employer match about $2,160,656 at 4% or $1,440,437 at 6%; with 100% employer match about $1,620,492 at 4% or $1,080,328 at 6%.
Stonebridge Wealth Management 401(K) Profit Sharing Plan & Trust-3$537,304$388,918$129,639iApproximate average salary by contribution assumption: employee only about $3,240,983 at 4% or $2,160,656 at 6%; with 50% employer match about $2,160,656 at 4% or $1,440,437 at 6%; with 100% employer match about $1,620,492 at 4% or $1,080,328 at 6%.
201813$97,809$69,498$23,166iApproximate average salary by contribution assumption: employee only about $579,150 at 4% or $386,100 at 6%; with 50% employer match about $386,100 at 4% or $257,400 at 6%; with 100% employer match about $289,575 at 4% or $193,050 at 6%.
Stonebridge Wealth Management 401(K) Profit Sharing Plan & Trust-3$97,809$69,498$23,166iApproximate average salary by contribution assumption: employee only about $579,150 at 4% or $386,100 at 6%; with 50% employer match about $386,100 at 4% or $257,400 at 6%; with 100% employer match about $289,575 at 4% or $193,050 at 6%.
201713$62,584$56,878$18,959iApproximate average salary by contribution assumption: employee only about $473,983 at 4% or $315,989 at 6%; with 50% employer match about $315,989 at 4% or $210,659 at 6%; with 100% employer match about $236,992 at 4% or $157,994 at 6%.
Stonebridge Wealth Management 401(K) Profit Sharing Plan & Trust-3$62,584$56,878$18,959iApproximate average salary by contribution assumption: employee only about $473,983 at 4% or $315,989 at 6%; with 50% employer match about $315,989 at 4% or $210,659 at 6%; with 100% employer match about $236,992 at 4% or $157,994 at 6%.