Civic Intelligence

BRIGHTWORKS WEALTH MANAGEMENT, LLC

Plan context: BRIGHTWORKS WEALTH MANAGEMENT CASH BALANCE PLAN

EIN 45-2609748 • Columbia, MD • 6 filings • 2 plans

10440 Little Patuxent Pkwy #100Columbia, MD 21044
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$187,607

2025 Contributions

$184,113

Historical Graphs

Total Assets Over Time

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

$1,310,673$655,337$0202020232025YearValue
$187,607Latest year 2025

Participants Over Time

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

420202020232025YearValue
3Latest 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
202513$187,607$184,113$61,371iApproximate average salary by contribution assumption: employee only about $1,534,275 at 4% or $1,022,850 at 6%; with 50% employer match about $1,022,850 at 4% or $681,900 at 6%; with 100% employer match about $767,138 at 4% or $511,425 at 6%.
BRIGHTWORKS WEALTH MANAGEMENT CASH BALANCE PLAN-3$187,607$184,113$61,371iApproximate average salary by contribution assumption: employee only about $1,534,275 at 4% or $1,022,850 at 6%; with 50% employer match about $1,022,850 at 4% or $681,900 at 6%; with 100% employer match about $767,138 at 4% or $511,425 at 6%.
202413$1,310,673$171,134$57,045iApproximate average salary by contribution assumption: employee only about $1,426,117 at 4% or $950,744 at 6%; with 50% employer match about $950,744 at 4% or $633,830 at 6%; with 100% employer match about $713,058 at 4% or $475,372 at 6%.
BRIGHTWORKS WEALTH MANAGEMENT 401(K) PLAN-3$1,310,673$171,134$57,045iApproximate average salary by contribution assumption: employee only about $1,426,117 at 4% or $950,744 at 6%; with 50% employer match about $950,744 at 4% or $633,830 at 6%; with 100% employer match about $713,058 at 4% or $475,372 at 6%.
202313$937,417$164,695$54,898iApproximate average salary by contribution assumption: employee only about $1,372,458 at 4% or $914,972 at 6%; with 50% employer match about $914,972 at 4% or $609,981 at 6%; with 100% employer match about $686,229 at 4% or $457,486 at 6%.
BRIGHTWORKS WEALTH MANAGEMENT 401(K) PLAN-3$937,417$164,695$54,898iApproximate average salary by contribution assumption: employee only about $1,372,458 at 4% or $914,972 at 6%; with 50% employer match about $914,972 at 4% or $609,981 at 6%; with 100% employer match about $686,229 at 4% or $457,486 at 6%.
202213$618,767$149,819$49,940iApproximate average salary by contribution assumption: employee only about $1,248,492 at 4% or $832,328 at 6%; with 50% employer match about $832,328 at 4% or $554,885 at 6%; with 100% employer match about $624,246 at 4% or $416,164 at 6%.
BRIGHTWORKS WEALTH MANAGEMENT 401(K) PLAN-3$618,767$149,819$49,940iApproximate average salary by contribution assumption: employee only about $1,248,492 at 4% or $832,328 at 6%; with 50% employer match about $832,328 at 4% or $554,885 at 6%; with 100% employer match about $624,246 at 4% or $416,164 at 6%.
202114$598,111$149,262$37,316iApproximate average salary by contribution assumption: employee only about $932,888 at 4% or $621,925 at 6%; with 50% employer match about $621,925 at 4% or $414,617 at 6%; with 100% employer match about $466,444 at 4% or $310,963 at 6%.
BRIGHTWORKS WEALTH MANAGEMENT 401(K) PLAN-4$598,111$149,262$37,316iApproximate average salary by contribution assumption: employee only about $932,888 at 4% or $621,925 at 6%; with 50% employer match about $621,925 at 4% or $414,617 at 6%; with 100% employer match about $466,444 at 4% or $310,963 at 6%.
202013$371,792$329,043$109,681iApproximate average salary by contribution assumption: employee only about $2,742,025 at 4% or $1,828,017 at 6%; with 50% employer match about $1,828,017 at 4% or $1,218,678 at 6%; with 100% employer match about $1,371,013 at 4% or $914,008 at 6%.
BRIGHTWORKS WEALTH MANAGEMENT 401(K) PLAN-3$371,792$329,043$109,681iApproximate average salary by contribution assumption: employee only about $2,742,025 at 4% or $1,828,017 at 6%; with 50% employer match about $1,828,017 at 4% or $1,218,678 at 6%; with 100% employer match about $1,371,013 at 4% or $914,008 at 6%.