Civic Intelligence

Braeburn Wealth Management LLC

Plan context: Braeburn Wealth Management LLC Retirement Plan

EIN 45-2059806 • Muskegon, MI • 14 filings • 1 plans

111 W. Western AvenueMuskegon, MI 49442
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,215,535

2025 Contributions

$74,658

Historical Graphs

Total Assets Over Time

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

$1,405,708$702,854$0201220192025YearValue
$1,215,535Latest year 2025

Participants Over Time

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

530201220192025YearValue
4Latest 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
202514$1,215,535$74,658$18,665iApproximate average salary by contribution assumption: employee only about $466,613 at 4% or $311,075 at 6%; with 50% employer match about $311,075 at 4% or $207,383 at 6%; with 100% employer match about $233,306 at 4% or $155,538 at 6%.
Braeburn Wealth Management LLC Retirement Plan-4$1,215,535$74,658$18,665iApproximate average salary by contribution assumption: employee only about $466,613 at 4% or $311,075 at 6%; with 50% employer match about $311,075 at 4% or $207,383 at 6%; with 100% employer match about $233,306 at 4% or $155,538 at 6%.
202415$1,405,708$98,343$19,669iApproximate average salary by contribution assumption: employee only about $491,715 at 4% or $327,810 at 6%; with 50% employer match about $327,810 at 4% or $218,540 at 6%; with 100% employer match about $245,857 at 4% or $163,905 at 6%.
Braeburn Wealth Management LLC Retirement Plan-5$1,405,708$98,343$19,669iApproximate average salary by contribution assumption: employee only about $491,715 at 4% or $327,810 at 6%; with 50% employer match about $327,810 at 4% or $218,540 at 6%; with 100% employer match about $245,857 at 4% or $163,905 at 6%.
202315$1,072,959$66,785$13,357iApproximate average salary by contribution assumption: employee only about $333,925 at 4% or $222,617 at 6%; with 50% employer match about $222,617 at 4% or $148,411 at 6%; with 100% employer match about $166,963 at 4% or $111,308 at 6%.
Braeburn Wealth Management LLC Retirement Plan-5$1,072,959$66,785$13,357iApproximate average salary by contribution assumption: employee only about $333,925 at 4% or $222,617 at 6%; with 50% employer match about $222,617 at 4% or $148,411 at 6%; with 100% employer match about $166,963 at 4% or $111,308 at 6%.
202215$818,028$95,293$19,059iApproximate average salary by contribution assumption: employee only about $476,465 at 4% or $317,643 at 6%; with 50% employer match about $317,643 at 4% or $211,762 at 6%; with 100% employer match about $238,232 at 4% or $158,822 at 6%.
Braeburn Wealth Management LLC Retirement Plan-5$818,028$95,293$19,059iApproximate average salary by contribution assumption: employee only about $476,465 at 4% or $317,643 at 6%; with 50% employer match about $317,643 at 4% or $211,762 at 6%; with 100% employer match about $238,232 at 4% or $158,822 at 6%.
202115$1,149,092$98,218$19,644iApproximate average salary by contribution assumption: employee only about $491,090 at 4% or $327,393 at 6%; with 50% employer match about $327,393 at 4% or $218,262 at 6%; with 100% employer match about $245,545 at 4% or $163,697 at 6%.
Braeburn Wealth Management LLC Retirement Plan-5$1,149,092$98,218$19,644iApproximate average salary by contribution assumption: employee only about $491,090 at 4% or $327,393 at 6%; with 50% employer match about $327,393 at 4% or $218,262 at 6%; with 100% employer match about $245,545 at 4% or $163,697 at 6%.
202015$957,603$78,971$15,794iApproximate average salary by contribution assumption: employee only about $394,855 at 4% or $263,237 at 6%; with 50% employer match about $263,237 at 4% or $175,491 at 6%; with 100% employer match about $197,428 at 4% or $131,618 at 6%.
Braeburn Wealth Management LLC Retirement Plan-5$957,603$78,971$15,794iApproximate average salary by contribution assumption: employee only about $394,855 at 4% or $263,237 at 6%; with 50% employer match about $263,237 at 4% or $175,491 at 6%; with 100% employer match about $197,428 at 4% or $131,618 at 6%.
201914$602,027$74,241$18,560iApproximate average salary by contribution assumption: employee only about $464,006 at 4% or $309,338 at 6%; with 50% employer match about $309,338 at 4% or $206,225 at 6%; with 100% employer match about $232,003 at 4% or $154,669 at 6%.
Braeburn Wealth Management LLC Retirement Plan-4$602,027$74,241$18,560iApproximate average salary by contribution assumption: employee only about $464,006 at 4% or $309,338 at 6%; with 50% employer match about $309,338 at 4% or $206,225 at 6%; with 100% employer match about $232,003 at 4% or $154,669 at 6%.
201814$453,941$71,789$17,947iApproximate average salary by contribution assumption: employee only about $448,681 at 4% or $299,121 at 6%; with 50% employer match about $299,121 at 4% or $199,414 at 6%; with 100% employer match about $224,341 at 4% or $149,560 at 6%.
Braeburn Wealth Management LLC Retirement Plan-4$453,941$71,789$17,947iApproximate average salary by contribution assumption: employee only about $448,681 at 4% or $299,121 at 6%; with 50% employer match about $299,121 at 4% or $199,414 at 6%; with 100% employer match about $224,341 at 4% or $149,560 at 6%.
201714$408,963$58,069$14,517iApproximate average salary by contribution assumption: employee only about $362,931 at 4% or $241,954 at 6%; with 50% employer match about $241,954 at 4% or $161,303 at 6%; with 100% employer match about $181,466 at 4% or $120,977 at 6%.
Braeburn Wealth Management LLC Retirement Plan-4$408,963$58,069$14,517iApproximate average salary by contribution assumption: employee only about $362,931 at 4% or $241,954 at 6%; with 50% employer match about $241,954 at 4% or $161,303 at 6%; with 100% employer match about $181,466 at 4% or $120,977 at 6%.
201614$292,178$68,738$17,185iApproximate average salary by contribution assumption: employee only about $429,613 at 4% or $286,408 at 6%; with 50% employer match about $286,408 at 4% or $190,939 at 6%; with 100% employer match about $214,806 at 4% or $143,204 at 6%.
Braeburn Wealth Management LLC Retirement Plan-4$292,178$68,738$17,185iApproximate average salary by contribution assumption: employee only about $429,613 at 4% or $286,408 at 6%; with 50% employer match about $286,408 at 4% or $190,939 at 6%; with 100% employer match about $214,806 at 4% or $143,204 at 6%.
201514$203,273$64,644$16,161iApproximate average salary by contribution assumption: employee only about $404,025 at 4% or $269,350 at 6%; with 50% employer match about $269,350 at 4% or $179,567 at 6%; with 100% employer match about $202,013 at 4% or $134,675 at 6%.
Braeburn Wealth Management LLC Retirement Plan-4$203,273$64,644$16,161iApproximate average salary by contribution assumption: employee only about $404,025 at 4% or $269,350 at 6%; with 50% employer match about $269,350 at 4% or $179,567 at 6%; with 100% employer match about $202,013 at 4% or $134,675 at 6%.
201413$137,151$58,723$19,574iApproximate average salary by contribution assumption: employee only about $489,358 at 4% or $326,239 at 6%; with 50% employer match about $326,239 at 4% or $217,493 at 6%; with 100% employer match about $244,679 at 4% or $163,119 at 6%.
Braeburn Wealth Management LLC Retirement Plan-3$137,151$58,723$19,574iApproximate average salary by contribution assumption: employee only about $489,358 at 4% or $326,239 at 6%; with 50% employer match about $326,239 at 4% or $217,493 at 6%; with 100% employer match about $244,679 at 4% or $163,119 at 6%.
201313$84,314$41,719$13,906iApproximate average salary by contribution assumption: employee only about $347,658 at 4% or $231,772 at 6%; with 50% employer match about $231,772 at 4% or $154,515 at 6%; with 100% employer match about $173,829 at 4% or $115,886 at 6%.
Braeburn Wealth Management LLC Retirement Plan-3$84,314$41,719$13,906iApproximate average salary by contribution assumption: employee only about $347,658 at 4% or $231,772 at 6%; with 50% employer match about $231,772 at 4% or $154,515 at 6%; with 100% employer match about $173,829 at 4% or $115,886 at 6%.
201213$27,274$27,257$9,086iApproximate average salary by contribution assumption: employee only about $227,142 at 4% or $151,428 at 6%; with 50% employer match about $151,428 at 4% or $100,952 at 6%; with 100% employer match about $113,571 at 4% or $75,714 at 6%.
Braeburn Wealth Management LLC Retirement Plan-3$27,274$27,257$9,086iApproximate average salary by contribution assumption: employee only about $227,142 at 4% or $151,428 at 6%; with 50% employer match about $151,428 at 4% or $100,952 at 6%; with 100% employer match about $113,571 at 4% or $75,714 at 6%.