Civic Intelligence

Wealthbridge Advisors Inc.

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

EIN 46-4303301 • Lake Oswego, OR • 12 filings • 1 plans

5000 SW Meadows Road, Suite 450Lake Oswego, OR 97035
Current Snapshot

Latest Year

2025

2025 Participants

17

2025 Assets

$2,709,465

2025 Contributions

$208,272

Historical Graphs

Total Assets Over Time

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

$2,760,645$1,380,323$0201420202025YearValue
$2,709,465Latest year 2025

Participants Over Time

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

19100201420202025YearValue
17Latest 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
2025117$2,709,465$208,272$12,251iApproximate average salary by contribution assumption: employee only about $306,282 at 4% or $204,188 at 6%; with 50% employer match about $204,188 at 4% or $136,125 at 6%; with 100% employer match about $153,141 at 4% or $102,094 at 6%.
Wealthbridge Advisors Inc. 401(K) Retirement Plan-17$2,709,465$208,272$12,251iApproximate average salary by contribution assumption: employee only about $306,282 at 4% or $204,188 at 6%; with 50% employer match about $204,188 at 4% or $136,125 at 6%; with 100% employer match about $153,141 at 4% or $102,094 at 6%.
2024117$2,760,645$273,261$16,074iApproximate average salary by contribution assumption: employee only about $401,854 at 4% or $267,903 at 6%; with 50% employer match about $267,903 at 4% or $178,602 at 6%; with 100% employer match about $200,927 at 4% or $133,951 at 6%.
Wealthbridge Advisors Inc. 401(K) Retirement Plan-17$2,760,645$273,261$16,074iApproximate average salary by contribution assumption: employee only about $401,854 at 4% or $267,903 at 6%; with 50% employer match about $267,903 at 4% or $178,602 at 6%; with 100% employer match about $200,927 at 4% or $133,951 at 6%.
2023119$2,332,664$308,012$16,211iApproximate average salary by contribution assumption: employee only about $405,279 at 4% or $270,186 at 6%; with 50% employer match about $270,186 at 4% or $180,124 at 6%; with 100% employer match about $202,639 at 4% or $135,093 at 6%.
Wealthbridge Advisors Inc. 401(K) Retirement Plan-19$2,332,664$308,012$16,211iApproximate average salary by contribution assumption: employee only about $405,279 at 4% or $270,186 at 6%; with 50% employer match about $270,186 at 4% or $180,124 at 6%; with 100% employer match about $202,639 at 4% or $135,093 at 6%.
2022119$1,580,921$312,667$16,456iApproximate average salary by contribution assumption: employee only about $411,404 at 4% or $274,269 at 6%; with 50% employer match about $274,269 at 4% or $182,846 at 6%; with 100% employer match about $205,702 at 4% or $137,135 at 6%.
Wealthbridge Advisors Inc. 401(K) Retirement Plan-19$1,580,921$312,667$16,456iApproximate average salary by contribution assumption: employee only about $411,404 at 4% or $274,269 at 6%; with 50% employer match about $274,269 at 4% or $182,846 at 6%; with 100% employer match about $205,702 at 4% or $137,135 at 6%.
2021115$1,635,459$293,142$19,543iApproximate average salary by contribution assumption: employee only about $488,570 at 4% or $325,713 at 6%; with 50% employer match about $325,713 at 4% or $217,142 at 6%; with 100% employer match about $244,285 at 4% or $162,857 at 6%.
Wealthbridge Advisors Inc. 401(K) Retirement Plan-15$1,635,459$293,142$19,543iApproximate average salary by contribution assumption: employee only about $488,570 at 4% or $325,713 at 6%; with 50% employer match about $325,713 at 4% or $217,142 at 6%; with 100% employer match about $244,285 at 4% or $162,857 at 6%.
2020114$1,139,226$259,708$18,551iApproximate average salary by contribution assumption: employee only about $463,764 at 4% or $309,176 at 6%; with 50% employer match about $309,176 at 4% or $206,117 at 6%; with 100% employer match about $231,882 at 4% or $154,588 at 6%.
Wealthbridge Advisors Inc. 401(K) Retirement Plan-14$1,139,226$259,708$18,551iApproximate average salary by contribution assumption: employee only about $463,764 at 4% or $309,176 at 6%; with 50% employer match about $309,176 at 4% or $206,117 at 6%; with 100% employer match about $231,882 at 4% or $154,588 at 6%.
2019112$685,728$173,399$14,450iApproximate average salary by contribution assumption: employee only about $361,248 at 4% or $240,832 at 6%; with 50% employer match about $240,832 at 4% or $160,555 at 6%; with 100% employer match about $180,624 at 4% or $120,416 at 6%.
Wealthbridge Advisors Inc. 401(K) Retirement Plan-12$685,728$173,399$14,450iApproximate average salary by contribution assumption: employee only about $361,248 at 4% or $240,832 at 6%; with 50% employer match about $240,832 at 4% or $160,555 at 6%; with 100% employer match about $180,624 at 4% or $120,416 at 6%.
2018111$447,971$166,686$15,153iApproximate average salary by contribution assumption: employee only about $378,832 at 4% or $252,555 at 6%; with 50% employer match about $252,555 at 4% or $168,370 at 6%; with 100% employer match about $189,416 at 4% or $126,277 at 6%.
Wealthbridge Advisors Inc. 401(K) Retirement Plan-11$447,971$166,686$15,153iApproximate average salary by contribution assumption: employee only about $378,832 at 4% or $252,555 at 6%; with 50% employer match about $252,555 at 4% or $168,370 at 6%; with 100% employer match about $189,416 at 4% or $126,277 at 6%.
201719$337,611$79,671$8,852iApproximate average salary by contribution assumption: employee only about $221,308 at 4% or $147,539 at 6%; with 50% employer match about $147,539 at 4% or $98,359 at 6%; with 100% employer match about $110,654 at 4% or $73,769 at 6%.
Wealthbridge Advisors Inc. 401(K) Retirement Plan-9$337,611$79,671$8,852iApproximate average salary by contribution assumption: employee only about $221,308 at 4% or $147,539 at 6%; with 50% employer match about $147,539 at 4% or $98,359 at 6%; with 100% employer match about $110,654 at 4% or $73,769 at 6%.
2016110$263,265$80,803$8,080iApproximate average salary by contribution assumption: employee only about $202,008 at 4% or $134,672 at 6%; with 50% employer match about $134,672 at 4% or $89,781 at 6%; with 100% employer match about $101,004 at 4% or $67,336 at 6%.
Wealthbridge Advisors Inc. 401(K) Retirement Plan-10$263,265$80,803$8,080iApproximate average salary by contribution assumption: employee only about $202,008 at 4% or $134,672 at 6%; with 50% employer match about $134,672 at 4% or $89,781 at 6%; with 100% employer match about $101,004 at 4% or $67,336 at 6%.
2015110$195,804$84,222$8,422iApproximate average salary by contribution assumption: employee only about $210,555 at 4% or $140,370 at 6%; with 50% employer match about $140,370 at 4% or $93,580 at 6%; with 100% employer match about $105,278 at 4% or $70,185 at 6%.
Wealthbridge Advisors Inc. 401(K) Retirement Plan-10$195,804$84,222$8,422iApproximate average salary by contribution assumption: employee only about $210,555 at 4% or $140,370 at 6%; with 50% employer match about $140,370 at 4% or $93,580 at 6%; with 100% employer match about $105,278 at 4% or $70,185 at 6%.
201419$115,006$112,806$12,534iApproximate average salary by contribution assumption: employee only about $313,350 at 4% or $208,900 at 6%; with 50% employer match about $208,900 at 4% or $139,267 at 6%; with 100% employer match about $156,675 at 4% or $104,450 at 6%.
Wealthbridge Advisors Inc. 401(K) Retirement Plan-9$115,006$112,806$12,534iApproximate average salary by contribution assumption: employee only about $313,350 at 4% or $208,900 at 6%; with 50% employer match about $208,900 at 4% or $139,267 at 6%; with 100% employer match about $156,675 at 4% or $104,450 at 6%.