Briggs Wealth Management Inc.
Plan context: Briggs Wealth Management 401(K) Plan
EIN 46-4817979 • Glastonbury, CT • 11 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$1,077,704
2024 Contributions
$108,090
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 6 | $1,077,704 | $108,090 | $18,015iApproximate average salary by contribution assumption: employee only about $450,375 at 4% or $300,250 at 6%; with 50% employer match about $300,250 at 4% or $200,167 at 6%; with 100% employer match about $225,188 at 4% or $150,125 at 6%. |
| Briggs Wealth Management 401(K) Plan | - | 6 | $1,077,704 | $108,090 | $18,015iApproximate average salary by contribution assumption: employee only about $450,375 at 4% or $300,250 at 6%; with 50% employer match about $300,250 at 4% or $200,167 at 6%; with 100% employer match about $225,188 at 4% or $150,125 at 6%. |
| 2023 | 1 | 6 | $870,239 | $102,795 | $17,133iApproximate average salary by contribution assumption: employee only about $428,313 at 4% or $285,542 at 6%; with 50% employer match about $285,542 at 4% or $190,361 at 6%; with 100% employer match about $214,156 at 4% or $142,771 at 6%. |
| Briggs Wealth Management 401(K) Plan | - | 6 | $870,239 | $102,795 | $17,133iApproximate average salary by contribution assumption: employee only about $428,313 at 4% or $285,542 at 6%; with 50% employer match about $285,542 at 4% or $190,361 at 6%; with 100% employer match about $214,156 at 4% or $142,771 at 6%. |
| 2022 | 1 | 6 | $1,116,377 | $137,123 | $22,854iApproximate average salary by contribution assumption: employee only about $571,346 at 4% or $380,897 at 6%; with 50% employer match about $380,897 at 4% or $253,931 at 6%; with 100% employer match about $285,673 at 4% or $190,449 at 6%. |
| Briggs Wealth Management 401(K) Plan | - | 6 | $1,116,377 | $137,123 | $22,854iApproximate average salary by contribution assumption: employee only about $571,346 at 4% or $380,897 at 6%; with 50% employer match about $380,897 at 4% or $253,931 at 6%; with 100% employer match about $285,673 at 4% or $190,449 at 6%. |
| 2021 | 1 | 6 | $1,207,553 | $102,304 | $17,051iApproximate average salary by contribution assumption: employee only about $426,267 at 4% or $284,178 at 6%; with 50% employer match about $284,178 at 4% or $189,452 at 6%; with 100% employer match about $213,133 at 4% or $142,089 at 6%. |
| Briggs Wealth Management 401(K) Plan | - | 6 | $1,207,553 | $102,304 | $17,051iApproximate average salary by contribution assumption: employee only about $426,267 at 4% or $284,178 at 6%; with 50% employer match about $284,178 at 4% or $189,452 at 6%; with 100% employer match about $213,133 at 4% or $142,089 at 6%. |
| 2020 | 1 | 5 | $1,009,873 | $86,270 | $17,254iApproximate average salary by contribution assumption: employee only about $431,350 at 4% or $287,567 at 6%; with 50% employer match about $287,567 at 4% or $191,711 at 6%; with 100% employer match about $215,675 at 4% or $143,783 at 6%. |
| Briggs Wealth Management 401(K) Plan | - | 5 | $1,009,873 | $86,270 | $17,254iApproximate average salary by contribution assumption: employee only about $431,350 at 4% or $287,567 at 6%; with 50% employer match about $287,567 at 4% or $191,711 at 6%; with 100% employer match about $215,675 at 4% or $143,783 at 6%. |
| 2019 | 1 | 3 | $856,551 | $70,734 | $23,578iApproximate average salary by contribution assumption: employee only about $589,450 at 4% or $392,967 at 6%; with 50% employer match about $392,967 at 4% or $261,978 at 6%; with 100% employer match about $294,725 at 4% or $196,483 at 6%. |
| Briggs Wealth Management 401(K) Plan | - | 3 | $856,551 | $70,734 | $23,578iApproximate average salary by contribution assumption: employee only about $589,450 at 4% or $392,967 at 6%; with 50% employer match about $392,967 at 4% or $261,978 at 6%; with 100% employer match about $294,725 at 4% or $196,483 at 6%. |
| 2018 | 1 | 5 | $1,156,028 | $69,777 | $13,955iApproximate average salary by contribution assumption: employee only about $348,885 at 4% or $232,590 at 6%; with 50% employer match about $232,590 at 4% or $155,060 at 6%; with 100% employer match about $174,443 at 4% or $116,295 at 6%. |
| Briggs Wealth Management 401(K) Plan | - | 5 | $1,156,028 | $69,777 | $13,955iApproximate average salary by contribution assumption: employee only about $348,885 at 4% or $232,590 at 6%; with 50% employer match about $232,590 at 4% or $155,060 at 6%; with 100% employer match about $174,443 at 4% or $116,295 at 6%. |
| 2017 | 1 | 6 | $1,169,657 | $80,473 | $13,412iApproximate average salary by contribution assumption: employee only about $335,304 at 4% or $223,536 at 6%; with 50% employer match about $223,536 at 4% or $149,024 at 6%; with 100% employer match about $167,652 at 4% or $111,768 at 6%. |
| Briggs Wealth Management 401(K) Plan | - | 6 | $1,169,657 | $80,473 | $13,412iApproximate average salary by contribution assumption: employee only about $335,304 at 4% or $223,536 at 6%; with 50% employer match about $223,536 at 4% or $149,024 at 6%; with 100% employer match about $167,652 at 4% or $111,768 at 6%. |
| 2016 | 1 | 5 | $923,084 | $80,931 | $16,186iApproximate average salary by contribution assumption: employee only about $404,655 at 4% or $269,770 at 6%; with 50% employer match about $269,770 at 4% or $179,847 at 6%; with 100% employer match about $202,328 at 4% or $134,885 at 6%. |
| Briggs Wealth Management 401(K) Plan | - | 5 | $923,084 | $80,931 | $16,186iApproximate average salary by contribution assumption: employee only about $404,655 at 4% or $269,770 at 6%; with 50% employer match about $269,770 at 4% or $179,847 at 6%; with 100% employer match about $202,328 at 4% or $134,885 at 6%. |
| 2015 | 1 | 5 | $765,623 | $70,504 | $14,101iApproximate average salary by contribution assumption: employee only about $352,520 at 4% or $235,013 at 6%; with 50% employer match about $235,013 at 4% or $156,676 at 6%; with 100% employer match about $176,260 at 4% or $117,507 at 6%. |
| Briggs Wealth Management 401(K) Plan | - | 5 | $765,623 | $70,504 | $14,101iApproximate average salary by contribution assumption: employee only about $352,520 at 4% or $235,013 at 6%; with 50% employer match about $235,013 at 4% or $156,676 at 6%; with 100% employer match about $176,260 at 4% or $117,507 at 6%. |
| 2014 | 1 | 7 | $728,562 | $62,262 | $8,895iApproximate average salary by contribution assumption: employee only about $222,364 at 4% or $148,243 at 6%; with 50% employer match about $148,243 at 4% or $98,829 at 6%; with 100% employer match about $111,182 at 4% or $74,121 at 6%. |
| Briggs Wealth Management 401(K) Plan | - | 7 | $728,562 | $62,262 | $8,895iApproximate average salary by contribution assumption: employee only about $222,364 at 4% or $148,243 at 6%; with 50% employer match about $148,243 at 4% or $98,829 at 6%; with 100% employer match about $111,182 at 4% or $74,121 at 6%. |