Civic Intelligence

Bpg Wealth Management LLC

Plan context: Bpg Wealth Management LLC 401(K) Retirement Plan

EIN 46-4027063 • Clackamas, OR • 11 filings • 1 plans

10151 SE Sunnyside Rd.Suite 460Clackamas, OR 97015
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$5,037,344

2025 Contributions

$165,027

Historical Graphs

Total Assets Over Time

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

$5,037,344$2,518,672$0201520202025YearValue
$5,037,344Latest year 2025

Participants Over Time

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

950201520202025YearValue
9Latest 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
202519$5,037,344$165,027$18,336iApproximate average salary by contribution assumption: employee only about $458,408 at 4% or $305,606 at 6%; with 50% employer match about $305,606 at 4% or $203,737 at 6%; with 100% employer match about $229,204 at 4% or $152,803 at 6%.
Bpg Wealth Management LLC 401(K) Retirement Plan-9$5,037,344$165,027$18,336iApproximate average salary by contribution assumption: employee only about $458,408 at 4% or $305,606 at 6%; with 50% employer match about $305,606 at 4% or $203,737 at 6%; with 100% employer match about $229,204 at 4% or $152,803 at 6%.
202417$4,385,945$228,573$32,653iApproximate average salary by contribution assumption: employee only about $816,332 at 4% or $544,221 at 6%; with 50% employer match about $544,221 at 4% or $362,814 at 6%; with 100% employer match about $408,166 at 4% or $272,111 at 6%.
Bpg Wealth Management LLC 401(K) Retirement Plan-7$4,385,945$228,573$32,653iApproximate average salary by contribution assumption: employee only about $816,332 at 4% or $544,221 at 6%; with 50% employer match about $544,221 at 4% or $362,814 at 6%; with 100% employer match about $408,166 at 4% or $272,111 at 6%.
202317$3,557,469$212,615$30,374iApproximate average salary by contribution assumption: employee only about $759,339 at 4% or $506,226 at 6%; with 50% employer match about $506,226 at 4% or $337,484 at 6%; with 100% employer match about $379,670 at 4% or $253,113 at 6%.
Bpg Wealth Management LLC 401(K) Retirement Plan-7$3,557,469$212,615$30,374iApproximate average salary by contribution assumption: employee only about $759,339 at 4% or $506,226 at 6%; with 50% employer match about $506,226 at 4% or $337,484 at 6%; with 100% employer match about $379,670 at 4% or $253,113 at 6%.
202217$2,839,373$172,218$24,603iApproximate average salary by contribution assumption: employee only about $615,064 at 4% or $410,043 at 6%; with 50% employer match about $410,043 at 4% or $273,362 at 6%; with 100% employer match about $307,532 at 4% or $205,021 at 6%.
Bpg Wealth Management LLC 401(K) Retirement Plan-7$2,839,373$172,218$24,603iApproximate average salary by contribution assumption: employee only about $615,064 at 4% or $410,043 at 6%; with 50% employer match about $410,043 at 4% or $273,362 at 6%; with 100% employer match about $307,532 at 4% or $205,021 at 6%.
202117$4,067,286$163,900$23,414iApproximate average salary by contribution assumption: employee only about $585,357 at 4% or $390,238 at 6%; with 50% employer match about $390,238 at 4% or $260,159 at 6%; with 100% employer match about $292,679 at 4% or $195,119 at 6%.
Bpg Wealth Management LLC 401(K) Retirement Plan-7$4,067,286$163,900$23,414iApproximate average salary by contribution assumption: employee only about $585,357 at 4% or $390,238 at 6%; with 50% employer match about $390,238 at 4% or $260,159 at 6%; with 100% employer match about $292,679 at 4% or $195,119 at 6%.
202018$4,008,422$603,748$75,469iApproximate average salary by contribution assumption: employee only about $1,886,713 at 4% or $1,257,808 at 6%; with 50% employer match about $1,257,808 at 4% or $838,539 at 6%; with 100% employer match about $943,356 at 4% or $628,904 at 6%.
Bpg Wealth Management LLC 401(K) Retirement Plan-8$4,008,422$603,748$75,469iApproximate average salary by contribution assumption: employee only about $1,886,713 at 4% or $1,257,808 at 6%; with 50% employer match about $1,257,808 at 4% or $838,539 at 6%; with 100% employer match about $943,356 at 4% or $628,904 at 6%.
201918$2,791,235$191,531$23,941iApproximate average salary by contribution assumption: employee only about $598,534 at 4% or $399,023 at 6%; with 50% employer match about $399,023 at 4% or $266,015 at 6%; with 100% employer match about $299,267 at 4% or $199,511 at 6%.
Bpg Wealth Management LLC 401(K) Retirement Plan-8$2,791,235$191,531$23,941iApproximate average salary by contribution assumption: employee only about $598,534 at 4% or $399,023 at 6%; with 50% employer match about $399,023 at 4% or $266,015 at 6%; with 100% employer match about $299,267 at 4% or $199,511 at 6%.
201818$2,401,394$129,264$16,158iApproximate average salary by contribution assumption: employee only about $403,950 at 4% or $269,300 at 6%; with 50% employer match about $269,300 at 4% or $179,533 at 6%; with 100% employer match about $201,975 at 4% or $134,650 at 6%.
Bpg Wealth Management LLC 401(K) Retirement Plan-8$2,401,394$129,264$16,158iApproximate average salary by contribution assumption: employee only about $403,950 at 4% or $269,300 at 6%; with 50% employer match about $269,300 at 4% or $179,533 at 6%; with 100% employer match about $201,975 at 4% or $134,650 at 6%.
201717$2,443,737$122,202$17,457iApproximate average salary by contribution assumption: employee only about $436,436 at 4% or $290,957 at 6%; with 50% employer match about $290,957 at 4% or $193,971 at 6%; with 100% employer match about $218,218 at 4% or $145,479 at 6%.
Bpg Wealth Management LLC 401(K) Retirement Plan-7$2,443,737$122,202$17,457iApproximate average salary by contribution assumption: employee only about $436,436 at 4% or $290,957 at 6%; with 50% employer match about $290,957 at 4% or $193,971 at 6%; with 100% employer match about $218,218 at 4% or $145,479 at 6%.
201616$1,999,612$701,794$116,966iApproximate average salary by contribution assumption: employee only about $2,924,142 at 4% or $1,949,428 at 6%; with 50% employer match about $1,949,428 at 4% or $1,299,619 at 6%; with 100% employer match about $1,462,071 at 4% or $974,714 at 6%.
Bpg Wealth Management LLC 401(K) Retirement Plan-6$1,999,612$701,794$116,966iApproximate average salary by contribution assumption: employee only about $2,924,142 at 4% or $1,949,428 at 6%; with 50% employer match about $1,949,428 at 4% or $1,299,619 at 6%; with 100% employer match about $1,462,071 at 4% or $974,714 at 6%.
201516$1,220,516$1,259,997$210,000iApproximate average salary by contribution assumption: employee only about $5,249,988 at 4% or $3,499,992 at 6%; with 50% employer match about $3,499,992 at 4% or $2,333,328 at 6%; with 100% employer match about $2,624,994 at 4% or $1,749,996 at 6%.
Bpg Wealth Management LLC 401(K) Retirement Plan-6$1,220,516$1,259,997$210,000iApproximate average salary by contribution assumption: employee only about $5,249,988 at 4% or $3,499,992 at 6%; with 50% employer match about $3,499,992 at 4% or $2,333,328 at 6%; with 100% employer match about $2,624,994 at 4% or $1,749,996 at 6%.