Civic Intelligence

BRADLEY MONTGOMERY INC

Plan context: BAM 401(K) PLAN

EIN 35-2093237 • Indianapolis, IN • 18 filings • 3 plans

325 E Saint Joseph StreetIndianapolis, IN 46202
Current Snapshot

Latest Year

2025

2025 Participants

56

2025 Assets

$8,759,061

2025 Contributions

$427,044

Historical Graphs

Total Assets Over Time

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

$8,759,061$4,379,531$0200820172025YearValue
$8,759,061Latest year 2025

Participants Over Time

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

64320200820172025YearValue
56Latest 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
2025156$8,759,061$427,044$7,626iApproximate average salary by contribution assumption: employee only about $190,645 at 4% or $127,096 at 6%; with 50% employer match about $127,096 at 4% or $84,731 at 6%; with 100% employer match about $95,322 at 4% or $63,548 at 6%.
BAM 401(K) PLAN-56$8,759,061$427,044$7,626iApproximate average salary by contribution assumption: employee only about $190,645 at 4% or $127,096 at 6%; with 50% employer match about $127,096 at 4% or $84,731 at 6%; with 100% employer match about $95,322 at 4% or $63,548 at 6%.
2024159$7,484,567$423,813$7,183iApproximate average salary by contribution assumption: employee only about $179,582 at 4% or $119,721 at 6%; with 50% employer match about $119,721 at 4% or $79,814 at 6%; with 100% employer match about $89,791 at 4% or $59,861 at 6%.
BAM 401(K) PLAN-59$7,484,567$423,813$7,183iApproximate average salary by contribution assumption: employee only about $179,582 at 4% or $119,721 at 6%; with 50% employer match about $119,721 at 4% or $79,814 at 6%; with 100% employer match about $89,791 at 4% or $59,861 at 6%.
2023158$6,377,035$384,760$6,634iApproximate average salary by contribution assumption: employee only about $165,845 at 4% or $110,563 at 6%; with 50% employer match about $110,563 at 4% or $73,709 at 6%; with 100% employer match about $82,922 at 4% or $55,282 at 6%.
BAM 401(K) PLAN-58$6,377,035$384,760$6,634iApproximate average salary by contribution assumption: employee only about $165,845 at 4% or $110,563 at 6%; with 50% employer match about $110,563 at 4% or $73,709 at 6%; with 100% employer match about $82,922 at 4% or $55,282 at 6%.
2022163$5,278,796$880,581$13,977iApproximate average salary by contribution assumption: employee only about $349,437 at 4% or $232,958 at 6%; with 50% employer match about $232,958 at 4% or $155,305 at 6%; with 100% employer match about $174,718 at 4% or $116,479 at 6%.
BAM 401(K) PLAN-63$5,278,796$880,581$13,977iApproximate average salary by contribution assumption: employee only about $349,437 at 4% or $232,958 at 6%; with 50% employer match about $232,958 at 4% or $155,305 at 6%; with 100% employer match about $174,718 at 4% or $116,479 at 6%.
2021157$5,938,000$335,785$5,891iApproximate average salary by contribution assumption: employee only about $147,274 at 4% or $98,183 at 6%; with 50% employer match about $98,183 at 4% or $65,455 at 6%; with 100% employer match about $73,637 at 4% or $49,091 at 6%.
BRADLEY MONTGOMERY INC 401K PROFIT SHARING PLAN & TRUST-57$5,938,000$335,785$5,891iApproximate average salary by contribution assumption: employee only about $147,274 at 4% or $98,183 at 6%; with 50% employer match about $98,183 at 4% or $65,455 at 6%; with 100% employer match about $73,637 at 4% or $49,091 at 6%.
2020160$5,253,042$356,126$5,935iApproximate average salary by contribution assumption: employee only about $148,386 at 4% or $98,924 at 6%; with 50% employer match about $98,924 at 4% or $65,949 at 6%; with 100% employer match about $74,193 at 4% or $49,462 at 6%.
BRADLEY MONTGOMERY INC 401K PROFIT SHARING PLAN & TRUST-60$5,253,042$356,126$5,935iApproximate average salary by contribution assumption: employee only about $148,386 at 4% or $98,924 at 6%; with 50% employer match about $98,924 at 4% or $65,949 at 6%; with 100% employer match about $74,193 at 4% or $49,462 at 6%.
2019161$4,633,971$439,827$7,210iApproximate average salary by contribution assumption: employee only about $180,257 at 4% or $120,171 at 6%; with 50% employer match about $120,171 at 4% or $80,114 at 6%; with 100% employer match about $90,128 at 4% or $60,086 at 6%.
BRADLEY MONTGOMERY INC 401K PROFIT SHARING PLAN & TRUST-61$4,633,971$439,827$7,210iApproximate average salary by contribution assumption: employee only about $180,257 at 4% or $120,171 at 6%; with 50% employer match about $120,171 at 4% or $80,114 at 6%; with 100% employer match about $90,128 at 4% or $60,086 at 6%.
2018163$3,512,375$423,728$6,726iApproximate average salary by contribution assumption: employee only about $168,146 at 4% or $112,097 at 6%; with 50% employer match about $112,097 at 4% or $74,732 at 6%; with 100% employer match about $84,073 at 4% or $56,049 at 6%.
BRADLEY MONTGOMERY INC 401K PROFIT SHARING PLAN & TRUST-63$3,512,375$423,728$6,726iApproximate average salary by contribution assumption: employee only about $168,146 at 4% or $112,097 at 6%; with 50% employer match about $112,097 at 4% or $74,732 at 6%; with 100% employer match about $84,073 at 4% or $56,049 at 6%.
2017163$3,465,318$388,700$6,170iApproximate average salary by contribution assumption: employee only about $154,246 at 4% or $102,831 at 6%; with 50% employer match about $102,831 at 4% or $68,554 at 6%; with 100% employer match about $77,123 at 4% or $51,415 at 6%.
BRADLEY MONTGOMERY INC 401K PROFIT SHARING PLAN & TRUST-63$3,465,318$388,700$6,170iApproximate average salary by contribution assumption: employee only about $154,246 at 4% or $102,831 at 6%; with 50% employer match about $102,831 at 4% or $68,554 at 6%; with 100% employer match about $77,123 at 4% or $51,415 at 6%.
2016164$2,752,563$421,091$6,580iApproximate average salary by contribution assumption: employee only about $164,489 at 4% or $109,659 at 6%; with 50% employer match about $109,659 at 4% or $73,106 at 6%; with 100% employer match about $82,244 at 4% or $54,830 at 6%.
BRADLEY MONTGOMERY INC 401K PROFIT SHARING PLAN & TRUST-64$2,752,563$421,091$6,580iApproximate average salary by contribution assumption: employee only about $164,489 at 4% or $109,659 at 6%; with 50% employer match about $109,659 at 4% or $73,106 at 6%; with 100% employer match about $82,244 at 4% or $54,830 at 6%.
2015164$2,278,836$433,549$6,774iApproximate average salary by contribution assumption: employee only about $169,355 at 4% or $112,903 at 6%; with 50% employer match about $112,903 at 4% or $75,269 at 6%; with 100% employer match about $84,678 at 4% or $56,452 at 6%.
BRADLEY MONTGOMERY INC 401K PROFIT SHARING PLAN & TRUST-64$2,278,836$433,549$6,774iApproximate average salary by contribution assumption: employee only about $169,355 at 4% or $112,903 at 6%; with 50% employer match about $112,903 at 4% or $75,269 at 6%; with 100% employer match about $84,678 at 4% or $56,452 at 6%.
2014153$1,885,651$434,130$8,191iApproximate average salary by contribution assumption: employee only about $204,778 at 4% or $136,519 at 6%; with 50% employer match about $136,519 at 4% or $91,013 at 6%; with 100% employer match about $102,389 at 4% or $68,259 at 6%.
BRADLEY MONTGOMERY INC 401K PROFIT SHARING PLAN & TRUST-53$1,885,651$434,130$8,191iApproximate average salary by contribution assumption: employee only about $204,778 at 4% or $136,519 at 6%; with 50% employer match about $136,519 at 4% or $91,013 at 6%; with 100% employer match about $102,389 at 4% or $68,259 at 6%.
2013149$1,401,461$395,406$8,070iApproximate average salary by contribution assumption: employee only about $201,738 at 4% or $134,492 at 6%; with 50% employer match about $134,492 at 4% or $89,661 at 6%; with 100% employer match about $100,869 at 4% or $67,246 at 6%.
BRADLEY MONTGOMERY INC 401K PROFIT SHARING PLAN & TRUST-49$1,401,461$395,406$8,070iApproximate average salary by contribution assumption: employee only about $201,738 at 4% or $134,492 at 6%; with 50% employer match about $134,492 at 4% or $89,661 at 6%; with 100% employer match about $100,869 at 4% or $67,246 at 6%.
2012129$981,005$200,654$6,919iApproximate average salary by contribution assumption: employee only about $172,978 at 4% or $115,318 at 6%; with 50% employer match about $115,318 at 4% or $76,879 at 6%; with 100% employer match about $86,489 at 4% or $57,659 at 6%.
BRADLEY MONTGOMERY INC 401 K PROFIT SHARING PLAN TRUST-29$981,005$200,654$6,919iApproximate average salary by contribution assumption: employee only about $172,978 at 4% or $115,318 at 6%; with 50% employer match about $115,318 at 4% or $76,879 at 6%; with 100% employer match about $86,489 at 4% or $57,659 at 6%.
2011125$715,456$265,040$10,602iApproximate average salary by contribution assumption: employee only about $265,040 at 4% or $176,693 at 6%; with 50% employer match about $176,693 at 4% or $117,796 at 6%; with 100% employer match about $132,520 at 4% or $88,347 at 6%.
BRADLEY MONTGOMERY INC 401 K PROFIT SHARING PLAN TRUST-25$715,456$265,040$10,602iApproximate average salary by contribution assumption: employee only about $265,040 at 4% or $176,693 at 6%; with 50% employer match about $176,693 at 4% or $117,796 at 6%; with 100% employer match about $132,520 at 4% or $88,347 at 6%.
2010122$491,193$136,406$6,200iApproximate average salary by contribution assumption: employee only about $155,007 at 4% or $103,338 at 6%; with 50% employer match about $103,338 at 4% or $68,892 at 6%; with 100% employer match about $77,503 at 4% or $51,669 at 6%.
BRADLEY MONTGOMERY INC 401 K PROFIT SHARING PLAN TRUST-22$491,193$136,406$6,200iApproximate average salary by contribution assumption: employee only about $155,007 at 4% or $103,338 at 6%; with 50% employer match about $103,338 at 4% or $68,892 at 6%; with 100% employer match about $77,503 at 4% or $51,669 at 6%.
2009121$330,572$125,690$5,985iApproximate average salary by contribution assumption: employee only about $149,631 at 4% or $99,754 at 6%; with 50% employer match about $99,754 at 4% or $66,503 at 6%; with 100% employer match about $74,815 at 4% or $49,877 at 6%.
BRADLEY MONTGOMERY INC 401 K PROFIT SHARING PLAN TRUST-21$330,572$125,690$5,985iApproximate average salary by contribution assumption: employee only about $149,631 at 4% or $99,754 at 6%; with 50% employer match about $99,754 at 4% or $66,503 at 6%; with 100% employer match about $74,815 at 4% or $49,877 at 6%.
2008118$152,668$112,379$6,243iApproximate average salary by contribution assumption: employee only about $156,082 at 4% or $104,055 at 6%; with 50% employer match about $104,055 at 4% or $69,370 at 6%; with 100% employer match about $78,041 at 4% or $52,027 at 6%.
BRADLEY MONTGOMERY INC 401K PROFIT SHARING PLAN & TRUST-18$152,668$112,379$6,243iApproximate average salary by contribution assumption: employee only about $156,082 at 4% or $104,055 at 6%; with 50% employer match about $104,055 at 4% or $69,370 at 6%; with 100% employer match about $78,041 at 4% or $52,027 at 6%.
BRADLEY MONTGOMERY INC | EIN 35-2093237 | 2025 Form 5500 Company Profile