Civic Intelligence

Tradewinds Capital Management

Plan context: Tradewinds Capital Management 401(K) Plan

EIN 35-2429157 • Bellingham, WA • 14 filings • 1 plans

2211 Rimland Drive, Suite 401Bellingham, WA 98226
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$3,205,755

2024 Contributions

$182,103

Historical Graphs

Total Assets Over Time

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

$3,791,102$1,895,551$0201120182024YearValue
$3,205,755Latest year 2024

Participants Over Time

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

1370201120182024YearValue
12Latest 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
2024112$3,205,755$182,103$15,175iApproximate average salary by contribution assumption: employee only about $379,381 at 4% or $252,921 at 6%; with 50% employer match about $252,921 at 4% or $168,614 at 6%; with 100% employer match about $189,691 at 4% or $126,460 at 6%.
Tradewinds Capital Management 401(K) Plan-12$3,205,755$182,103$15,175iApproximate average salary by contribution assumption: employee only about $379,381 at 4% or $252,921 at 6%; with 50% employer match about $252,921 at 4% or $168,614 at 6%; with 100% employer match about $189,691 at 4% or $126,460 at 6%.
2023112$2,673,725$241,427$20,119iApproximate average salary by contribution assumption: employee only about $502,973 at 4% or $335,315 at 6%; with 50% employer match about $335,315 at 4% or $223,544 at 6%; with 100% employer match about $251,486 at 4% or $167,658 at 6%.
Tradewinds Capital Management 401(K) Plan-12$2,673,725$241,427$20,119iApproximate average salary by contribution assumption: employee only about $502,973 at 4% or $335,315 at 6%; with 50% employer match about $335,315 at 4% or $223,544 at 6%; with 100% employer match about $251,486 at 4% or $167,658 at 6%.
202219$2,338,993$163,621$18,180iApproximate average salary by contribution assumption: employee only about $454,503 at 4% or $303,002 at 6%; with 50% employer match about $303,002 at 4% or $202,001 at 6%; with 100% employer match about $227,251 at 4% or $151,501 at 6%.
Tradewinds Capital Management 401(K) Plan-9$2,338,993$163,621$18,180iApproximate average salary by contribution assumption: employee only about $454,503 at 4% or $303,002 at 6%; with 50% employer match about $303,002 at 4% or $202,001 at 6%; with 100% employer match about $227,251 at 4% or $151,501 at 6%.
2021113$3,791,102$225,312$17,332iApproximate average salary by contribution assumption: employee only about $433,292 at 4% or $288,862 at 6%; with 50% employer match about $288,862 at 4% or $192,574 at 6%; with 100% employer match about $216,646 at 4% or $144,431 at 6%.
Tradewinds Capital Management 401(K) Plan-13$3,791,102$225,312$17,332iApproximate average salary by contribution assumption: employee only about $433,292 at 4% or $288,862 at 6%; with 50% employer match about $288,862 at 4% or $192,574 at 6%; with 100% employer match about $216,646 at 4% or $144,431 at 6%.
2020113$3,288,675$236,897$18,223iApproximate average salary by contribution assumption: employee only about $455,571 at 4% or $303,714 at 6%; with 50% employer match about $303,714 at 4% or $202,476 at 6%; with 100% employer match about $227,786 at 4% or $151,857 at 6%.
Tradewinds Capital Management 401(K) Plan-13$3,288,675$236,897$18,223iApproximate average salary by contribution assumption: employee only about $455,571 at 4% or $303,714 at 6%; with 50% employer match about $303,714 at 4% or $202,476 at 6%; with 100% employer match about $227,786 at 4% or $151,857 at 6%.
2019113$2,856,580$229,401$17,646iApproximate average salary by contribution assumption: employee only about $441,156 at 4% or $294,104 at 6%; with 50% employer match about $294,104 at 4% or $196,069 at 6%; with 100% employer match about $220,578 at 4% or $147,052 at 6%.
Tradewinds Capital Management 401(K) Plan-13$2,856,580$229,401$17,646iApproximate average salary by contribution assumption: employee only about $441,156 at 4% or $294,104 at 6%; with 50% employer match about $294,104 at 4% or $196,069 at 6%; with 100% employer match about $220,578 at 4% or $147,052 at 6%.
2018112$2,465,117$257,833$21,486iApproximate average salary by contribution assumption: employee only about $537,152 at 4% or $358,101 at 6%; with 50% employer match about $358,101 at 4% or $238,734 at 6%; with 100% employer match about $268,576 at 4% or $179,051 at 6%.
Tradewinds Capital Management 401(K) Plan-12$2,465,117$257,833$21,486iApproximate average salary by contribution assumption: employee only about $537,152 at 4% or $358,101 at 6%; with 50% employer match about $358,101 at 4% or $238,734 at 6%; with 100% employer match about $268,576 at 4% or $179,051 at 6%.
2017113$2,829,731$262,023$20,156iApproximate average salary by contribution assumption: employee only about $503,890 at 4% or $335,927 at 6%; with 50% employer match about $335,927 at 4% or $223,951 at 6%; with 100% employer match about $251,945 at 4% or $167,963 at 6%.
Tradewinds Capital Management 401(K) Plan-13$2,829,731$262,023$20,156iApproximate average salary by contribution assumption: employee only about $503,890 at 4% or $335,927 at 6%; with 50% employer match about $335,927 at 4% or $223,951 at 6%; with 100% employer match about $251,945 at 4% or $167,963 at 6%.
2016112$2,332,357$1,197,846$99,821iApproximate average salary by contribution assumption: employee only about $2,495,513 at 4% or $1,663,675 at 6%; with 50% employer match about $1,663,675 at 4% or $1,109,117 at 6%; with 100% employer match about $1,247,756 at 4% or $831,838 at 6%.
Tradewinds Capital Management 401(K) Plan-12$2,332,357$1,197,846$99,821iApproximate average salary by contribution assumption: employee only about $2,495,513 at 4% or $1,663,675 at 6%; with 50% employer match about $1,663,675 at 4% or $1,109,117 at 6%; with 100% employer match about $1,247,756 at 4% or $831,838 at 6%.
2015111$1,265,296$389,435$35,403iApproximate average salary by contribution assumption: employee only about $885,080 at 4% or $590,053 at 6%; with 50% employer match about $590,053 at 4% or $393,369 at 6%; with 100% employer match about $442,540 at 4% or $295,027 at 6%.
Tradewinds Capital Management 401(K) Plan-11$1,265,296$389,435$35,403iApproximate average salary by contribution assumption: employee only about $885,080 at 4% or $590,053 at 6%; with 50% employer match about $590,053 at 4% or $393,369 at 6%; with 100% employer match about $442,540 at 4% or $295,027 at 6%.
2014111$932,640$150,740$13,704iApproximate average salary by contribution assumption: employee only about $342,591 at 4% or $228,394 at 6%; with 50% employer match about $228,394 at 4% or $152,263 at 6%; with 100% employer match about $171,295 at 4% or $114,197 at 6%.
Tradewinds Capital Management 401(K) Plan-11$932,640$150,740$13,704iApproximate average salary by contribution assumption: employee only about $342,591 at 4% or $228,394 at 6%; with 50% employer match about $228,394 at 4% or $152,263 at 6%; with 100% employer match about $171,295 at 4% or $114,197 at 6%.
2013112$810,509$471,814$39,318iApproximate average salary by contribution assumption: employee only about $982,946 at 4% or $655,297 at 6%; with 50% employer match about $655,297 at 4% or $436,865 at 6%; with 100% employer match about $491,473 at 4% or $327,649 at 6%.
Tradewinds Capital Management 401(K) Plan-12$810,509$471,814$39,318iApproximate average salary by contribution assumption: employee only about $982,946 at 4% or $655,297 at 6%; with 50% employer match about $655,297 at 4% or $436,865 at 6%; with 100% employer match about $491,473 at 4% or $327,649 at 6%.
2012112$982,132$140,749$11,729iApproximate average salary by contribution assumption: employee only about $293,227 at 4% or $195,485 at 6%; with 50% employer match about $195,485 at 4% or $130,323 at 6%; with 100% employer match about $146,614 at 4% or $97,742 at 6%.
Tradewinds Capital Management 401(K) Plan-12$982,132$140,749$11,729iApproximate average salary by contribution assumption: employee only about $293,227 at 4% or $195,485 at 6%; with 50% employer match about $195,485 at 4% or $130,323 at 6%; with 100% employer match about $146,614 at 4% or $97,742 at 6%.
201117$744,168$588,818$84,117iApproximate average salary by contribution assumption: employee only about $2,102,921 at 4% or $1,401,948 at 6%; with 50% employer match about $1,401,948 at 4% or $934,632 at 6%; with 100% employer match about $1,051,461 at 4% or $700,974 at 6%.
Tradewinds Capital Management 401(K) Plan-7$744,168$588,818$84,117iApproximate average salary by contribution assumption: employee only about $2,102,921 at 4% or $1,401,948 at 6%; with 50% employer match about $1,401,948 at 4% or $934,632 at 6%; with 100% employer match about $1,051,461 at 4% or $700,974 at 6%.