Civic Intelligence

YOUR BRIDGE WEALTH MANAGEMENT

Plan context: YOUR BRIDGE WEALTH MANAGEMENT 401K SAVINGS PLAN

EIN 33-3034752 • Westlake, OH • 1 filings • 1 plans

25777 Detroit Road, Suite 110Westlake, OH 44145
Current Snapshot

Latest Year

2025

2025 Participants

15

2025 Assets

$4,884,267

2025 Contributions

$4,643,800

Historical Graphs

Total Assets Over Time

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

$4,884,267$2,442,134$02025YearValue
$4,884,267Latest year 2025

Participants Over Time

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

15802025YearValue
15Latest 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
2025115$4,884,267$4,643,800$309,587iApproximate average salary by contribution assumption: employee only about $7,739,667 at 4% or $5,159,778 at 6%; with 50% employer match about $5,159,778 at 4% or $3,439,852 at 6%; with 100% employer match about $3,869,833 at 4% or $2,579,889 at 6%.
YOUR BRIDGE WEALTH MANAGEMENT 401K SAVINGS PLAN-15$4,884,267$4,643,800$309,587iApproximate average salary by contribution assumption: employee only about $7,739,667 at 4% or $5,159,778 at 6%; with 50% employer match about $5,159,778 at 4% or $3,439,852 at 6%; with 100% employer match about $3,869,833 at 4% or $2,579,889 at 6%.
YOUR BRIDGE WEALTH MANAGEMENT | EIN 33-3034752 | 2025 Form 5500 Company Profile