Civic Intelligence

Bridgford and Gleason

Plan context: Bridgford and Gleason Cash Balance 412(E) Plan

EIN 33-0425564 • Newport Beach, CA • 36 filings • 5 plans

26 Corporate Plaza Drive, Ste 250Newport Beach, CA 92660
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$6,611,486

2024 Contributions

$264,797

Historical Graphs

Total Assets Over Time

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

$6,611,486$3,305,743$0200720162024YearValue
$6,611,486Latest year 2024

Participants Over Time

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

630200720162024YearValue
6Latest year 2024

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
202426$6,611,486$264,797$44,133iApproximate average salary by contribution assumption: employee only about $1,103,321 at 4% or $735,547 at 6%; with 50% employer match about $735,547 at 4% or $490,365 at 6%; with 100% employer match about $551,660 at 4% or $367,774 at 6%.
Bridgford and Gleason Cash Balance 412(E) Plan-4$3,404,985$37,380$9,345iApproximate average salary by contribution assumption: employee only about $233,625 at 4% or $155,750 at 6%; with 50% employer match about $155,750 at 4% or $103,833 at 6%; with 100% employer match about $116,813 at 4% or $77,875 at 6%.
Bridgford and Gleason 401(K) Profit Sharing Plan-6$3,206,501$227,417$37,903iApproximate average salary by contribution assumption: employee only about $947,571 at 4% or $631,714 at 6%; with 50% employer match about $631,714 at 4% or $421,143 at 6%; with 100% employer match about $473,785 at 4% or $315,857 at 6%.
202324$5,762,362$315,250$78,813iApproximate average salary by contribution assumption: employee only about $1,970,313 at 4% or $1,313,542 at 6%; with 50% employer match about $1,313,542 at 4% or $875,694 at 6%; with 100% employer match about $985,156 at 4% or $656,771 at 6%.
Bridgford and Gleason Cash Balance 412(E) Plan-4$3,276,531$220,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
Bridgford and Gleason 401(K) Profit Sharing Plan-4$2,485,831$95,250$23,813iApproximate average salary by contribution assumption: employee only about $595,313 at 4% or $396,875 at 6%; with 50% employer match about $396,875 at 4% or $264,583 at 6%; with 100% employer match about $297,656 at 4% or $198,438 at 6%.
202225$4,893,659$326,546$65,309iApproximate average salary by contribution assumption: employee only about $1,632,730 at 4% or $1,088,487 at 6%; with 50% employer match about $1,088,487 at 4% or $725,658 at 6%; with 100% employer match about $816,365 at 4% or $544,243 at 6%.
Bridgford and Gleason Cash Balance 412(E) Plan-4$2,989,991$194,025$48,506iApproximate average salary by contribution assumption: employee only about $1,212,656 at 4% or $808,438 at 6%; with 50% employer match about $808,438 at 4% or $538,958 at 6%; with 100% employer match about $606,328 at 4% or $404,219 at 6%.
Bridgford and Gleason 401(K) Profit Sharing Plan-5$1,903,668$132,521$26,504iApproximate average salary by contribution assumption: employee only about $662,605 at 4% or $441,737 at 6%; with 50% employer match about $441,737 at 4% or $294,491 at 6%; with 100% employer match about $331,303 at 4% or $220,868 at 6%.
202125$5,214,063$305,057$61,011iApproximate average salary by contribution assumption: employee only about $1,525,285 at 4% or $1,016,857 at 6%; with 50% employer match about $1,016,857 at 4% or $677,904 at 6%; with 100% employer match about $762,643 at 4% or $508,428 at 6%.
Bridgford and Gleason Cash Balance 412(E) Plan-4$2,845,797$190,269$47,567iApproximate average salary by contribution assumption: employee only about $1,189,181 at 4% or $792,788 at 6%; with 50% employer match about $792,788 at 4% or $528,525 at 6%; with 100% employer match about $594,591 at 4% or $396,394 at 6%.
Bridgford and Gleason 401(K) Profit Sharing Plan-5$2,368,266$114,788$22,958iApproximate average salary by contribution assumption: employee only about $573,940 at 4% or $382,627 at 6%; with 50% employer match about $382,627 at 4% or $255,084 at 6%; with 100% employer match about $286,970 at 4% or $191,313 at 6%.
202025$4,622,888$286,904$57,381iApproximate average salary by contribution assumption: employee only about $1,434,520 at 4% or $956,347 at 6%; with 50% employer match about $956,347 at 4% or $637,564 at 6%; with 100% employer match about $717,260 at 4% or $478,173 at 6%.
Bridgford and Gleason Cash Balance 412(E) Plan-4$2,609,836$187,563$46,891iApproximate average salary by contribution assumption: employee only about $1,172,269 at 4% or $781,513 at 6%; with 50% employer match about $781,513 at 4% or $521,008 at 6%; with 100% employer match about $586,134 at 4% or $390,756 at 6%.
Bridgford and Gleason 401(K) Profit Sharing Plan-5$2,013,052$99,341$19,868iApproximate average salary by contribution assumption: employee only about $496,705 at 4% or $331,137 at 6%; with 50% employer match about $331,137 at 4% or $220,758 at 6%; with 100% employer match about $248,353 at 4% or $165,568 at 6%.
201925$3,884,468$283,921$56,784iApproximate average salary by contribution assumption: employee only about $1,419,605 at 4% or $946,403 at 6%; with 50% employer match about $946,403 at 4% or $630,936 at 6%; with 100% employer match about $709,803 at 4% or $473,202 at 6%.
Bridgford and Gleason Cash Balance 412(E) Plan-4$2,379,561$187,047$46,762iApproximate average salary by contribution assumption: employee only about $1,169,044 at 4% or $779,363 at 6%; with 50% employer match about $779,363 at 4% or $519,575 at 6%; with 100% employer match about $584,522 at 4% or $389,681 at 6%.
Bridgford and Gleason 401(K) Profit Sharing Plan-5$1,504,907$96,874$19,375iApproximate average salary by contribution assumption: employee only about $484,370 at 4% or $322,913 at 6%; with 50% employer match about $322,913 at 4% or $215,276 at 6%; with 100% employer match about $242,185 at 4% or $161,457 at 6%.
201825$3,279,515$280,262$56,052iApproximate average salary by contribution assumption: employee only about $1,401,310 at 4% or $934,207 at 6%; with 50% employer match about $934,207 at 4% or $622,804 at 6%; with 100% employer match about $700,655 at 4% or $467,103 at 6%.
Bridgford and Gleason Cash Balance 412(E) Plan-4$2,154,391$186,609$46,652iApproximate average salary by contribution assumption: employee only about $1,166,306 at 4% or $777,538 at 6%; with 50% employer match about $777,538 at 4% or $518,358 at 6%; with 100% employer match about $583,153 at 4% or $388,769 at 6%.
Bridgford and Gleason 401(K) Profit Sharing Plan-5$1,125,124$93,653$18,731iApproximate average salary by contribution assumption: employee only about $468,265 at 4% or $312,177 at 6%; with 50% employer match about $312,177 at 4% or $208,118 at 6%; with 100% employer match about $234,132 at 4% or $156,088 at 6%.
201725$3,040,728$253,544$50,709iApproximate average salary by contribution assumption: employee only about $1,267,720 at 4% or $845,147 at 6%; with 50% employer match about $845,147 at 4% or $563,431 at 6%; with 100% employer match about $633,860 at 4% or $422,573 at 6%.
Bridgford and Gleason Cash Balance 412(E) Plan-4$1,934,382$168,328$42,082iApproximate average salary by contribution assumption: employee only about $1,052,050 at 4% or $701,367 at 6%; with 50% employer match about $701,367 at 4% or $467,578 at 6%; with 100% employer match about $526,025 at 4% or $350,683 at 6%.
Bridgford and Gleason 401(K) Profit Sharing Plan-5$1,106,346$85,216$17,043iApproximate average salary by contribution assumption: employee only about $426,080 at 4% or $284,053 at 6%; with 50% employer match about $284,053 at 4% or $189,369 at 6%; with 100% employer match about $213,040 at 4% or $142,027 at 6%.
201625$2,571,478$459,318$91,864iApproximate average salary by contribution assumption: employee only about $2,296,590 at 4% or $1,531,060 at 6%; with 50% employer match about $1,531,060 at 4% or $1,020,707 at 6%; with 100% employer match about $1,148,295 at 4% or $765,530 at 6%.
Bridgford and Gleason Cash Balance 412(E) Plan-4$1,737,421$358,749$89,687iApproximate average salary by contribution assumption: employee only about $2,242,181 at 4% or $1,494,788 at 6%; with 50% employer match about $1,494,788 at 4% or $996,525 at 6%; with 100% employer match about $1,121,091 at 4% or $747,394 at 6%.
Bridgford and Gleason 401(K) Profit Sharing Plan-5$834,057$100,569$20,114iApproximate average salary by contribution assumption: employee only about $502,845 at 4% or $335,230 at 6%; with 50% employer match about $335,230 at 4% or $223,487 at 6%; with 100% employer match about $251,423 at 4% or $167,615 at 6%.
201525$2,082,075$71,900$14,380iApproximate average salary by contribution assumption: employee only about $359,500 at 4% or $239,667 at 6%; with 50% employer match about $239,667 at 4% or $159,778 at 6%; with 100% employer match about $179,750 at 4% or $119,833 at 6%.
Bridgford and Gleason Cash Balance 412(E) Plan-4$1,396,307$0-
Bridgford and Gleason 401(K) Profit Sharing Plan-5$685,768$71,900$14,380iApproximate average salary by contribution assumption: employee only about $359,500 at 4% or $239,667 at 6%; with 50% employer match about $239,667 at 4% or $159,778 at 6%; with 100% employer match about $179,750 at 4% or $119,833 at 6%.
201425$1,959,502$261,717$52,343iApproximate average salary by contribution assumption: employee only about $1,308,585 at 4% or $872,390 at 6%; with 50% employer match about $872,390 at 4% or $581,593 at 6%; with 100% employer match about $654,293 at 4% or $436,195 at 6%.
Bridgford and Gleason Cash Balance 412(E) Plan-4$1,351,786$178,719$44,680iApproximate average salary by contribution assumption: employee only about $1,116,994 at 4% or $744,663 at 6%; with 50% employer match about $744,663 at 4% or $496,442 at 6%; with 100% employer match about $558,497 at 4% or $372,331 at 6%.
Bridgford and Gleason 401(K) Profit Sharing Plan-5$607,716$82,998$16,600iApproximate average salary by contribution assumption: employee only about $414,990 at 4% or $276,660 at 6%; with 50% employer match about $276,660 at 4% or $184,440 at 6%; with 100% employer match about $207,495 at 4% or $138,330 at 6%.
201325$1,657,197$442,261$88,452iApproximate average salary by contribution assumption: employee only about $2,211,305 at 4% or $1,474,203 at 6%; with 50% employer match about $1,474,203 at 4% or $982,802 at 6%; with 100% employer match about $1,105,653 at 4% or $737,102 at 6%.
Bridgford and Gleason Cash Balance 412(E) Plan-4$1,160,847$179,375$44,844iApproximate average salary by contribution assumption: employee only about $1,121,094 at 4% or $747,396 at 6%; with 50% employer match about $747,396 at 4% or $498,264 at 6%; with 100% employer match about $560,547 at 4% or $373,698 at 6%.
Bridgford and Gleason 401(K) Profit Sharing Plan-5$496,350$262,886$52,577iApproximate average salary by contribution assumption: employee only about $1,314,430 at 4% or $876,287 at 6%; with 50% employer match about $876,287 at 4% or $584,191 at 6%; with 100% employer match about $657,215 at 4% or $438,143 at 6%.
201224$1,161,495$222,935$55,734iApproximate average salary by contribution assumption: employee only about $1,393,344 at 4% or $928,896 at 6%; with 50% employer match about $928,896 at 4% or $619,264 at 6%; with 100% employer match about $696,672 at 4% or $464,448 at 6%.
Bridgford and Gleason Cash Balance 412(E) Plan-4$983,849$178,857$44,714iApproximate average salary by contribution assumption: employee only about $1,117,856 at 4% or $745,238 at 6%; with 50% employer match about $745,238 at 4% or $496,825 at 6%; with 100% employer match about $558,928 at 4% or $372,619 at 6%.
Bridgford and Gleason 401(K) Profit Sharing Plan-4$177,646$44,078$11,020iApproximate average salary by contribution assumption: employee only about $275,488 at 4% or $183,658 at 6%; with 50% employer match about $183,658 at 4% or $122,439 at 6%; with 100% employer match about $137,744 at 4% or $91,829 at 6%.
201125$922,951$187,871$37,574iApproximate average salary by contribution assumption: employee only about $939,355 at 4% or $626,237 at 6%; with 50% employer match about $626,237 at 4% or $417,491 at 6%; with 100% employer match about $469,677 at 4% or $313,118 at 6%.
Bridgford and Gleason Cash Balance 412(E) Plan-5$788,705$175,040$35,008iApproximate average salary by contribution assumption: employee only about $875,200 at 4% or $583,467 at 6%; with 50% employer match about $583,467 at 4% or $388,978 at 6%; with 100% employer match about $437,600 at 4% or $291,733 at 6%.
Bridgford and Gleason 401(K) Profit Sharing Plan-5$134,246$12,831$2,566iApproximate average salary by contribution assumption: employee only about $64,155 at 4% or $42,770 at 6%; with 50% employer match about $42,770 at 4% or $28,513 at 6%; with 100% employer match about $32,077 at 4% or $21,385 at 6%.
201024$731,982$208,351$52,088iApproximate average salary by contribution assumption: employee only about $1,302,194 at 4% or $868,129 at 6%; with 50% employer match about $868,129 at 4% or $578,753 at 6%; with 100% employer match about $651,097 at 4% or $434,065 at 6%.
Bridgford and Gleason Cash Balance 412(E) Plan-2$606,677$169,919$84,960iApproximate average salary by contribution assumption: employee only about $2,123,988 at 4% or $1,415,992 at 6%; with 50% employer match about $1,415,992 at 4% or $943,994 at 6%; with 100% employer match about $1,061,994 at 4% or $707,996 at 6%.
Bridgford and Gleason 401(K) Profit Sharing Plan-4$125,305$38,432$9,608iApproximate average salary by contribution assumption: employee only about $240,200 at 4% or $160,133 at 6%; with 50% employer match about $160,133 at 4% or $106,756 at 6%; with 100% employer match about $120,100 at 4% or $80,067 at 6%.
200924$505,177$194,078$48,520iApproximate average salary by contribution assumption: employee only about $1,212,988 at 4% or $808,658 at 6%; with 50% employer match about $808,658 at 4% or $539,106 at 6%; with 100% employer match about $606,494 at 4% or $404,329 at 6%.
Bridgford and Gleason Cash Balance 412(E) Plan-2$427,161$169,919$84,960iApproximate average salary by contribution assumption: employee only about $2,123,988 at 4% or $1,415,992 at 6%; with 50% employer match about $1,415,992 at 4% or $943,994 at 6%; with 100% employer match about $1,061,994 at 4% or $707,996 at 6%.
Bridgford and Gleason 401(K) Profit Sharing Plan-4$78,016$24,159$6,040iApproximate average salary by contribution assumption: employee only about $150,994 at 4% or $100,663 at 6%; with 50% employer match about $100,663 at 4% or $67,108 at 6%; with 100% employer match about $75,497 at 4% or $50,331 at 6%.
200823$313,828$177,027$59,009iApproximate average salary by contribution assumption: employee only about $1,475,225 at 4% or $983,483 at 6%; with 50% employer match about $983,483 at 4% or $655,656 at 6%; with 100% employer match about $737,613 at 4% or $491,742 at 6%.
Bridgford and Gleason Cash Balance 412(E) Plan-2$272,118$159,193$79,597iApproximate average salary by contribution assumption: employee only about $1,989,913 at 4% or $1,326,608 at 6%; with 50% employer match about $1,326,608 at 4% or $884,406 at 6%; with 100% employer match about $994,956 at 4% or $663,304 at 6%.
Bridgford and Gleason 401(K) Profit Sharing Plan-3$41,710$17,834$5,945iApproximate average salary by contribution assumption: employee only about $148,617 at 4% or $99,078 at 6%; with 50% employer match about $99,078 at 4% or $66,052 at 6%; with 100% employer match about $74,308 at 4% or $49,539 at 6%.
200723$217,775$217,775$72,592iApproximate average salary by contribution assumption: employee only about $1,814,792 at 4% or $1,209,861 at 6%; with 50% employer match about $1,209,861 at 4% or $806,574 at 6%; with 100% employer match about $907,396 at 4% or $604,931 at 6%.
Bridgford and Gleason Cash Balance 412(E) Plan-3$182,133$182,133$60,711iApproximate average salary by contribution assumption: employee only about $1,517,775 at 4% or $1,011,850 at 6%; with 50% employer match about $1,011,850 at 4% or $674,567 at 6%; with 100% employer match about $758,888 at 4% or $505,925 at 6%.
Bridgford and Gleason 401(K) Profit Sharing Plan-3$35,642$35,642$11,881iApproximate average salary by contribution assumption: employee only about $297,017 at 4% or $198,011 at 6%; with 50% employer match about $198,011 at 4% or $132,007 at 6%; with 100% employer match about $148,508 at 4% or $99,006 at 6%.