Civic Intelligence

Bright Financial Advisors

Plan context: Bright Financial Advisors 401(K) & Profit Sharing Plan

EIN 38-3391331 • Portage, MI • 6 filings • 2 plans

450 W. Centre AveSuite CPortage, MI 49024
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$3,150,502

2024 Contributions

$16,288

Historical Graphs

Total Assets Over Time

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

$3,150,502$1,575,251$0201920222024YearValue
$3,150,502Latest year 2024

Participants Over Time

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

1470201920222024YearValue
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$3,150,502$16,288$1,357iApproximate average salary by contribution assumption: employee only about $33,933 at 4% or $22,622 at 6%; with 50% employer match about $22,622 at 4% or $15,081 at 6%; with 100% employer match about $16,967 at 4% or $11,311 at 6%.
Bright Financial Advisors 401(K) & Profit Sharing Plan-12$3,150,502$16,288$1,357iApproximate average salary by contribution assumption: employee only about $33,933 at 4% or $22,622 at 6%; with 50% employer match about $22,622 at 4% or $15,081 at 6%; with 100% employer match about $16,967 at 4% or $11,311 at 6%.
2023114$2,651,019$304,898$21,778iApproximate average salary by contribution assumption: employee only about $544,461 at 4% or $362,974 at 6%; with 50% employer match about $362,974 at 4% or $241,983 at 6%; with 100% employer match about $272,230 at 4% or $181,487 at 6%.
Bright Financial Advisors 401(K) & Profit Sharing Plan-14$2,651,019$304,898$21,778iApproximate average salary by contribution assumption: employee only about $544,461 at 4% or $362,974 at 6%; with 50% employer match about $362,974 at 4% or $241,983 at 6%; with 100% employer match about $272,230 at 4% or $181,487 at 6%.
2022111$1,942,915$274,090$24,917iApproximate average salary by contribution assumption: employee only about $622,932 at 4% or $415,288 at 6%; with 50% employer match about $415,288 at 4% or $276,859 at 6%; with 100% employer match about $311,466 at 4% or $207,644 at 6%.
Bright Financial Advisors 401(K) & Profit Sharing Plan-11$1,942,915$274,090$24,917iApproximate average salary by contribution assumption: employee only about $622,932 at 4% or $415,288 at 6%; with 50% employer match about $415,288 at 4% or $276,859 at 6%; with 100% employer match about $311,466 at 4% or $207,644 at 6%.
2021112$1,994,674$454,358$37,863iApproximate average salary by contribution assumption: employee only about $946,579 at 4% or $631,053 at 6%; with 50% employer match about $631,053 at 4% or $420,702 at 6%; with 100% employer match about $473,290 at 4% or $315,526 at 6%.
Bright Financial Advisors 401(K) & Profit Sharing Plan-12$1,994,674$454,358$37,863iApproximate average salary by contribution assumption: employee only about $946,579 at 4% or $631,053 at 6%; with 50% employer match about $631,053 at 4% or $420,702 at 6%; with 100% employer match about $473,290 at 4% or $315,526 at 6%.
2020111$1,523,041$228,272$20,752iApproximate average salary by contribution assumption: employee only about $518,800 at 4% or $345,867 at 6%; with 50% employer match about $345,867 at 4% or $230,578 at 6%; with 100% employer match about $259,400 at 4% or $172,933 at 6%.
Bright Financial Advisors 401(K) & Profit Sharing Plan-11$1,523,041$228,272$20,752iApproximate average salary by contribution assumption: employee only about $518,800 at 4% or $345,867 at 6%; with 50% employer match about $345,867 at 4% or $230,578 at 6%; with 100% employer match about $259,400 at 4% or $172,933 at 6%.
2019110$1,044,064$903,923$90,392iApproximate average salary by contribution assumption: employee only about $2,259,808 at 4% or $1,506,538 at 6%; with 50% employer match about $1,506,538 at 4% or $1,004,359 at 6%; with 100% employer match about $1,129,904 at 4% or $753,269 at 6%.
Bright Financial Advisors 401(K) & Profit Sharing Plan-10$1,044,064$903,923$90,392iApproximate average salary by contribution assumption: employee only about $2,259,808 at 4% or $1,506,538 at 6%; with 50% employer match about $1,506,538 at 4% or $1,004,359 at 6%; with 100% employer match about $1,129,904 at 4% or $753,269 at 6%.