Civic Intelligence

Bridgewood Advisors Inc.

Plan context: Bridgewood Advisors Inc. 401(K) Retirement Plan

EIN 45-1958030 • Milwaukee, WI • 20 filings • 2 plans

111 E. Wisconsin Ave, Suite 1705Milwaukee, WI 53202
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$4,148,158

2024 Contributions

$727,429

Historical Graphs

Total Assets Over Time

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

$4,148,158$2,074,079$0201220182024YearValue
$4,148,158Latest year 2024

Participants Over Time

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

320201220182024YearValue
3Latest 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
202413$4,148,158$727,429$242,476iApproximate average salary by contribution assumption: employee only about $6,061,908 at 4% or $4,041,272 at 6%; with 50% employer match about $4,041,272 at 4% or $2,694,181 at 6%; with 100% employer match about $3,030,954 at 4% or $2,020,636 at 6%.
Bridgewood Advisors Inc. 401(K) Retirement Plan-3$4,148,158$727,429$242,476iApproximate average salary by contribution assumption: employee only about $6,061,908 at 4% or $4,041,272 at 6%; with 50% employer match about $4,041,272 at 4% or $2,694,181 at 6%; with 100% employer match about $3,030,954 at 4% or $2,020,636 at 6%.
202323$2,882,697$165,446$55,149iApproximate average salary by contribution assumption: employee only about $1,378,717 at 4% or $919,144 at 6%; with 50% employer match about $919,144 at 4% or $612,763 at 6%; with 100% employer match about $689,358 at 4% or $459,572 at 6%.
Bridgewood Advisors Inc. 401(K) Retirement Plan-3$2,882,697$130,763$43,588iApproximate average salary by contribution assumption: employee only about $1,089,692 at 4% or $726,461 at 6%; with 50% employer match about $726,461 at 4% or $484,307 at 6%; with 100% employer match about $544,846 at 4% or $363,231 at 6%.
BRIDGEWOOD ADVISORS, INC. CASH BALANCE PLAN & TRUST-0$0$34,683-
202223$2,798,023$127,899$42,633iApproximate average salary by contribution assumption: employee only about $1,065,825 at 4% or $710,550 at 6%; with 50% employer match about $710,550 at 4% or $473,700 at 6%; with 100% employer match about $532,913 at 4% or $355,275 at 6%.
Bridgewood Advisors Inc. 401(K) Retirement Plan-3$2,296,383$127,899$42,633iApproximate average salary by contribution assumption: employee only about $1,065,825 at 4% or $710,550 at 6%; with 50% employer match about $710,550 at 4% or $473,700 at 6%; with 100% employer match about $532,913 at 4% or $355,275 at 6%.
BRIDGEWOOD ADVISORS, INC. CASH BALANCE PLAN & TRUST-3$501,640$0-
202123$3,257,490$122,699$40,900iApproximate average salary by contribution assumption: employee only about $1,022,492 at 4% or $681,661 at 6%; with 50% employer match about $681,661 at 4% or $454,441 at 6%; with 100% employer match about $511,246 at 4% or $340,831 at 6%.
Bridgewood Advisors Inc. 401(K) Retirement Plan-3$2,668,703$122,699$40,900iApproximate average salary by contribution assumption: employee only about $1,022,492 at 4% or $681,661 at 6%; with 50% employer match about $681,661 at 4% or $454,441 at 6%; with 100% employer match about $511,246 at 4% or $340,831 at 6%.
BRIDGEWOOD ADVISORS, INC. CASH BALANCE PLAN & TRUST-3$588,787$0-
202023$2,656,019$274,119$91,373iApproximate average salary by contribution assumption: employee only about $2,284,325 at 4% or $1,522,883 at 6%; with 50% employer match about $1,522,883 at 4% or $1,015,256 at 6%; with 100% employer match about $1,142,163 at 4% or $761,442 at 6%.
Bridgewood Advisors Inc. 401(K) Retirement Plan-3$2,136,585$124,119$41,373iApproximate average salary by contribution assumption: employee only about $1,034,325 at 4% or $689,550 at 6%; with 50% employer match about $689,550 at 4% or $459,700 at 6%; with 100% employer match about $517,163 at 4% or $344,775 at 6%.
BRIDGEWOOD ADVISORS, INC. CASH BALANCE PLAN & TRUST-3$519,434$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201923$2,051,251$228,492$76,164iApproximate average salary by contribution assumption: employee only about $1,904,100 at 4% or $1,269,400 at 6%; with 50% employer match about $1,269,400 at 4% or $846,267 at 6%; with 100% employer match about $952,050 at 4% or $634,700 at 6%.
Bridgewood Advisors Inc. 401(K) Retirement Plan-3$1,709,204$127,992$42,664iApproximate average salary by contribution assumption: employee only about $1,066,600 at 4% or $711,067 at 6%; with 50% employer match about $711,067 at 4% or $474,044 at 6%; with 100% employer match about $533,300 at 4% or $355,533 at 6%.
BRIDGEWOOD ADVISORS, INC. CASH BALANCE PLAN & TRUST-3$342,047$100,500$33,500iApproximate average salary by contribution assumption: employee only about $837,500 at 4% or $558,333 at 6%; with 50% employer match about $558,333 at 4% or $372,222 at 6%; with 100% employer match about $418,750 at 4% or $279,167 at 6%.
201823$1,480,260$243,314$81,105iApproximate average salary by contribution assumption: employee only about $2,027,617 at 4% or $1,351,744 at 6%; with 50% employer match about $1,351,744 at 4% or $901,163 at 6%; with 100% employer match about $1,013,808 at 4% or $675,872 at 6%.
Bridgewood Advisors Inc. 401(K) Retirement Plan-3$1,273,293$125,214$41,738iApproximate average salary by contribution assumption: employee only about $1,043,450 at 4% or $695,633 at 6%; with 50% employer match about $695,633 at 4% or $463,756 at 6%; with 100% employer match about $521,725 at 4% or $347,817 at 6%.
BRIDGEWOOD ADVISORS, INC. CASH BALANCE PLAN & TRUST-3$206,967$118,100$39,367iApproximate average salary by contribution assumption: employee only about $984,167 at 4% or $656,111 at 6%; with 50% employer match about $656,111 at 4% or $437,407 at 6%; with 100% employer match about $492,083 at 4% or $328,056 at 6%.
201723$1,348,730$223,869$74,623iApproximate average salary by contribution assumption: employee only about $1,865,575 at 4% or $1,243,717 at 6%; with 50% employer match about $1,243,717 at 4% or $829,144 at 6%; with 100% employer match about $932,788 at 4% or $621,858 at 6%.
Bridgewood Advisors Inc. 401(K) Retirement Plan-3$1,248,230$123,369$41,123iApproximate average salary by contribution assumption: employee only about $1,028,075 at 4% or $685,383 at 6%; with 50% employer match about $685,383 at 4% or $456,922 at 6%; with 100% employer match about $514,038 at 4% or $342,692 at 6%.
BRIDGEWOOD ADVISORS, INC. CASH BALANCE PLAN & TRUST-3$100,500$100,500$33,500iApproximate average salary by contribution assumption: employee only about $837,500 at 4% or $558,333 at 6%; with 50% employer match about $558,333 at 4% or $372,222 at 6%; with 100% employer match about $418,750 at 4% or $279,167 at 6%.
201613$929,960$115,663$38,554iApproximate average salary by contribution assumption: employee only about $963,858 at 4% or $642,572 at 6%; with 50% employer match about $642,572 at 4% or $428,381 at 6%; with 100% employer match about $481,929 at 4% or $321,286 at 6%.
Bridgewood Advisors Inc. 401(K) Retirement Plan-3$929,960$115,663$38,554iApproximate average salary by contribution assumption: employee only about $963,858 at 4% or $642,572 at 6%; with 50% employer match about $642,572 at 4% or $428,381 at 6%; with 100% employer match about $481,929 at 4% or $321,286 at 6%.
201513$752,453$285,016$95,005iApproximate average salary by contribution assumption: employee only about $2,375,133 at 4% or $1,583,422 at 6%; with 50% employer match about $1,583,422 at 4% or $1,055,615 at 6%; with 100% employer match about $1,187,567 at 4% or $791,711 at 6%.
Bridgewood Advisors Inc. 401(K) Retirement Plan-3$752,453$285,016$95,005iApproximate average salary by contribution assumption: employee only about $2,375,133 at 4% or $1,583,422 at 6%; with 50% employer match about $1,583,422 at 4% or $1,055,615 at 6%; with 100% employer match about $1,187,567 at 4% or $791,711 at 6%.
201413$454,614$42,056$14,019iApproximate average salary by contribution assumption: employee only about $350,467 at 4% or $233,644 at 6%; with 50% employer match about $233,644 at 4% or $155,763 at 6%; with 100% employer match about $175,233 at 4% or $116,822 at 6%.
Bridgewood Advisors Inc. 401(K) Retirement Plan-3$454,614$42,056$14,019iApproximate average salary by contribution assumption: employee only about $350,467 at 4% or $233,644 at 6%; with 50% employer match about $233,644 at 4% or $155,763 at 6%; with 100% employer match about $175,233 at 4% or $116,822 at 6%.
201313$384,712$109,690$36,563iApproximate average salary by contribution assumption: employee only about $914,083 at 4% or $609,389 at 6%; with 50% employer match about $609,389 at 4% or $406,259 at 6%; with 100% employer match about $457,042 at 4% or $304,694 at 6%.
Bridgewood Advisors Inc. 401(K) Retirement Plan-3$384,712$109,690$36,563iApproximate average salary by contribution assumption: employee only about $914,083 at 4% or $609,389 at 6%; with 50% employer match about $609,389 at 4% or $406,259 at 6%; with 100% employer match about $457,042 at 4% or $304,694 at 6%.
201213$215,810$211,329$70,443iApproximate average salary by contribution assumption: employee only about $1,761,075 at 4% or $1,174,050 at 6%; with 50% employer match about $1,174,050 at 4% or $782,700 at 6%; with 100% employer match about $880,538 at 4% or $587,025 at 6%.
Bridgewood Advisors Inc. 401(K) Retirement Plan-3$215,810$211,329$70,443iApproximate average salary by contribution assumption: employee only about $1,761,075 at 4% or $1,174,050 at 6%; with 50% employer match about $1,174,050 at 4% or $782,700 at 6%; with 100% employer match about $880,538 at 4% or $587,025 at 6%.