Civic Intelligence

Bwg Strategy LLC

Plan context: BWG STRATEGY 401(K) PLAN

EIN 46-2981415 • Purchase, NY • 15 filings • 3 plans

One Manhattanville RoadSuite 105Purchase, NY 10577
Current Snapshot

Latest Year

2024

2024 Participants

103

2024 Assets

$23,127,274

2024 Contributions

$860,633

Historical Graphs

Total Assets Over Time

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

$23,127,274$11,563,637$0201420192024YearValue
$23,127,274Latest year 2024

Participants Over Time

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

103520201420192024YearValue
103Latest 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
20241103$23,127,274$860,633$8,356iApproximate average salary by contribution assumption: employee only about $208,892 at 4% or $139,261 at 6%; with 50% employer match about $139,261 at 4% or $92,841 at 6%; with 100% employer match about $104,446 at 4% or $69,631 at 6%.
BWG STRATEGY 401(K) PLAN-103$23,127,274$860,633$8,356iApproximate average salary by contribution assumption: employee only about $208,892 at 4% or $139,261 at 6%; with 50% employer match about $139,261 at 4% or $92,841 at 6%; with 100% employer match about $104,446 at 4% or $69,631 at 6%.
2023149$2,077,064$235,536$4,807iApproximate average salary by contribution assumption: employee only about $120,171 at 4% or $80,114 at 6%; with 50% employer match about $80,114 at 4% or $53,410 at 6%; with 100% employer match about $60,086 at 4% or $40,057 at 6%.
BWG STRATEGY LLC 401(K) PROFIT SHARING PLAN-49$2,077,064$235,536$4,807iApproximate average salary by contribution assumption: employee only about $120,171 at 4% or $80,114 at 6%; with 50% employer match about $80,114 at 4% or $53,410 at 6%; with 100% employer match about $60,086 at 4% or $40,057 at 6%.
2022135$1,759,391$269,700$7,706iApproximate average salary by contribution assumption: employee only about $192,643 at 4% or $128,429 at 6%; with 50% employer match about $128,429 at 4% or $85,619 at 6%; with 100% employer match about $96,321 at 4% or $64,214 at 6%.
BWG STRATEGY LLC 401(K) PROFIT SHARING PLAN-35$1,759,391$269,700$7,706iApproximate average salary by contribution assumption: employee only about $192,643 at 4% or $128,429 at 6%; with 50% employer match about $128,429 at 4% or $85,619 at 6%; with 100% employer match about $96,321 at 4% or $64,214 at 6%.
2021126$2,798,047$258,455$9,941iApproximate average salary by contribution assumption: employee only about $248,514 at 4% or $165,676 at 6%; with 50% employer match about $165,676 at 4% or $110,451 at 6%; with 100% employer match about $124,257 at 4% or $82,838 at 6%.
BWG STRATEGY LLC 401(K) PROFIT SHARING PLAN-26$2,798,047$258,455$9,941iApproximate average salary by contribution assumption: employee only about $248,514 at 4% or $165,676 at 6%; with 50% employer match about $165,676 at 4% or $110,451 at 6%; with 100% employer match about $124,257 at 4% or $82,838 at 6%.
2020124$2,226,944$384,734$16,031iApproximate average salary by contribution assumption: employee only about $400,765 at 4% or $267,176 at 6%; with 50% employer match about $267,176 at 4% or $178,118 at 6%; with 100% employer match about $200,382 at 4% or $133,588 at 6%.
BWG STRATEGY LLC 401(K) PROFIT SHARING PLAN-24$2,226,944$384,734$16,031iApproximate average salary by contribution assumption: employee only about $400,765 at 4% or $267,176 at 6%; with 50% employer match about $267,176 at 4% or $178,118 at 6%; with 100% employer match about $200,382 at 4% or $133,588 at 6%.
2019223$1,543,493$314,979$13,695iApproximate average salary by contribution assumption: employee only about $342,368 at 4% or $228,246 at 6%; with 50% employer match about $228,246 at 4% or $152,164 at 6%; with 100% employer match about $171,184 at 4% or $114,123 at 6%.
BWG STRATEGY LLC 401(K) PROFIT SHARING PLAN-23$1,543,493$314,979$13,695iApproximate average salary by contribution assumption: employee only about $342,368 at 4% or $228,246 at 6%; with 50% employer match about $228,246 at 4% or $152,164 at 6%; with 100% employer match about $171,184 at 4% or $114,123 at 6%.
Bwg Strategy LLC Cash Balance Pension Plan-0$0$0-
2018220$2,443,808$618,727$30,936iApproximate average salary by contribution assumption: employee only about $773,409 at 4% or $515,606 at 6%; with 50% employer match about $515,606 at 4% or $343,737 at 6%; with 100% employer match about $386,704 at 4% or $257,803 at 6%.
Bwg Strategy LLC Cash Balance Pension Plan-19$1,439,441$330,000$17,368iApproximate average salary by contribution assumption: employee only about $434,211 at 4% or $289,474 at 6%; with 50% employer match about $289,474 at 4% or $192,982 at 6%; with 100% employer match about $217,105 at 4% or $144,737 at 6%.
BWG STRATEGY LLC 401(K) PROFIT SHARING PLAN-20$1,004,367$288,727$14,436iApproximate average salary by contribution assumption: employee only about $360,909 at 4% or $240,606 at 6%; with 50% employer match about $240,606 at 4% or $160,404 at 6%; with 100% employer match about $180,454 at 4% or $120,303 at 6%.
2017213$2,066,401$608,838$46,834iApproximate average salary by contribution assumption: employee only about $1,170,842 at 4% or $780,562 at 6%; with 50% employer match about $780,562 at 4% or $520,374 at 6%; with 100% employer match about $585,421 at 4% or $390,281 at 6%.
Bwg Strategy LLC Cash Balance Pension Plan-13$1,269,903$343,410$26,416iApproximate average salary by contribution assumption: employee only about $660,404 at 4% or $440,269 at 6%; with 50% employer match about $440,269 at 4% or $293,513 at 6%; with 100% employer match about $330,202 at 4% or $220,135 at 6%.
BWG STRATEGY LLC 401(K) PROFIT SHARING PLAN-13$796,498$265,428$20,418iApproximate average salary by contribution assumption: employee only about $510,438 at 4% or $340,292 at 6%; with 50% employer match about $340,292 at 4% or $226,862 at 6%; with 100% employer match about $255,219 at 4% or $170,146 at 6%.
2016210$1,249,104$540,475$54,048iApproximate average salary by contribution assumption: employee only about $1,351,188 at 4% or $900,792 at 6%; with 50% employer match about $900,792 at 4% or $600,528 at 6%; with 100% employer match about $675,594 at 4% or $450,396 at 6%.
Bwg Strategy LLC Cash Balance Pension Plan-9$812,695$328,357$36,484iApproximate average salary by contribution assumption: employee only about $912,103 at 4% or $608,069 at 6%; with 50% employer match about $608,069 at 4% or $405,379 at 6%; with 100% employer match about $456,051 at 4% or $304,034 at 6%.
BWG STRATEGY LLC 401(K) PROFIT SHARING PLAN-10$436,409$212,118$21,212iApproximate average salary by contribution assumption: employee only about $530,295 at 4% or $353,530 at 6%; with 50% employer match about $353,530 at 4% or $235,687 at 6%; with 100% employer match about $265,148 at 4% or $176,765 at 6%.
201512$209,107$106,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
BWG STRATEGY LLC 401(K) PROFIT SHARING PLAN-2$209,107$106,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
201412$104,000$104,000$52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%.
BWG STRATEGY LLC 401(K) PROFIT SHARING PLAN-2$104,000$104,000$52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%.