Civic Intelligence

Betsgen Wealth Management LLC

Plan context: Bestgen Wealth Management LLC 401K Profit Sharing Plan

EIN 46-5234333 • Braintree, MA • 11 filings • 2 plans

35 Braintree Hill Office ParkSuite 102Braintree, MA 02184
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$5,343,413

2025 Contributions

$168,279

Historical Graphs

Total Assets Over Time

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

$5,343,413$2,671,707$0201520202025YearValue
$5,343,413Latest year 2025

Participants Over Time

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

420201520202025YearValue
4Latest 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
202514$5,343,413$168,279$42,070iApproximate average salary by contribution assumption: employee only about $1,051,744 at 4% or $701,163 at 6%; with 50% employer match about $701,163 at 4% or $467,442 at 6%; with 100% employer match about $525,872 at 4% or $350,581 at 6%.
Bestgen Wealth Management LLC 401K Profit Sharing Plan-4$5,343,413$168,279$42,070iApproximate average salary by contribution assumption: employee only about $1,051,744 at 4% or $701,163 at 6%; with 50% employer match about $701,163 at 4% or $467,442 at 6%; with 100% employer match about $525,872 at 4% or $350,581 at 6%.
202413$4,492,969$176,128$58,709iApproximate average salary by contribution assumption: employee only about $1,467,733 at 4% or $978,489 at 6%; with 50% employer match about $978,489 at 4% or $652,326 at 6%; with 100% employer match about $733,867 at 4% or $489,244 at 6%.
Bestgen Wealth Management LLC 401K Profit Sharing Plan-3$4,492,969$176,128$58,709iApproximate average salary by contribution assumption: employee only about $1,467,733 at 4% or $978,489 at 6%; with 50% employer match about $978,489 at 4% or $652,326 at 6%; with 100% employer match about $733,867 at 4% or $489,244 at 6%.
202313$3,761,282$172,804$57,601iApproximate average salary by contribution assumption: employee only about $1,440,033 at 4% or $960,022 at 6%; with 50% employer match about $960,022 at 4% or $640,015 at 6%; with 100% employer match about $720,017 at 4% or $480,011 at 6%.
Bestgen Wealth Management LLC 401K Profit Sharing Plan-3$3,761,282$172,804$57,601iApproximate average salary by contribution assumption: employee only about $1,440,033 at 4% or $960,022 at 6%; with 50% employer match about $960,022 at 4% or $640,015 at 6%; with 100% employer match about $720,017 at 4% or $480,011 at 6%.
202213$3,118,502$165,068$55,023iApproximate average salary by contribution assumption: employee only about $1,375,567 at 4% or $917,044 at 6%; with 50% employer match about $917,044 at 4% or $611,363 at 6%; with 100% employer match about $687,783 at 4% or $458,522 at 6%.
Bestgen Wealth Management LLC 401K Profit Sharing Plan-3$3,118,502$165,068$55,023iApproximate average salary by contribution assumption: employee only about $1,375,567 at 4% or $917,044 at 6%; with 50% employer match about $917,044 at 4% or $611,363 at 6%; with 100% employer match about $687,783 at 4% or $458,522 at 6%.
202113$3,535,921$148,724$49,575iApproximate average salary by contribution assumption: employee only about $1,239,367 at 4% or $826,244 at 6%; with 50% employer match about $826,244 at 4% or $550,830 at 6%; with 100% employer match about $619,683 at 4% or $413,122 at 6%.
Bestgen Wealth Management LLC 401K Profit Sharing Plan-3$3,535,921$148,724$49,575iApproximate average salary by contribution assumption: employee only about $1,239,367 at 4% or $826,244 at 6%; with 50% employer match about $826,244 at 4% or $550,830 at 6%; with 100% employer match about $619,683 at 4% or $413,122 at 6%.
202013$3,108,740$146,542$48,847iApproximate average salary by contribution assumption: employee only about $1,221,183 at 4% or $814,122 at 6%; with 50% employer match about $814,122 at 4% or $542,748 at 6%; with 100% employer match about $610,592 at 4% or $407,061 at 6%.
Bestgen Wealth Management LLC 401K Profit Sharing Plan-3$3,108,740$146,542$48,847iApproximate average salary by contribution assumption: employee only about $1,221,183 at 4% or $814,122 at 6%; with 50% employer match about $814,122 at 4% or $542,748 at 6%; with 100% employer match about $610,592 at 4% or $407,061 at 6%.
201913$2,751,279$143,946$47,982iApproximate average salary by contribution assumption: employee only about $1,199,550 at 4% or $799,700 at 6%; with 50% employer match about $799,700 at 4% or $533,133 at 6%; with 100% employer match about $599,775 at 4% or $399,850 at 6%.
Bestgen Wealth Management LLC 401K Profit Sharing Plan-3$2,751,279$143,946$47,982iApproximate average salary by contribution assumption: employee only about $1,199,550 at 4% or $799,700 at 6%; with 50% employer match about $799,700 at 4% or $533,133 at 6%; with 100% employer match about $599,775 at 4% or $399,850 at 6%.
201813$2,277,622$129,284$43,095iApproximate average salary by contribution assumption: employee only about $1,077,367 at 4% or $718,244 at 6%; with 50% employer match about $718,244 at 4% or $478,830 at 6%; with 100% employer match about $538,683 at 4% or $359,122 at 6%.
Bestgen Wealth Management LLC 401K Profit Sharing Plan-3$2,277,622$129,284$43,095iApproximate average salary by contribution assumption: employee only about $1,077,367 at 4% or $718,244 at 6%; with 50% employer match about $718,244 at 4% or $478,830 at 6%; with 100% employer match about $538,683 at 4% or $359,122 at 6%.
201712$2,453,256$113,917$56,959iApproximate average salary by contribution assumption: employee only about $1,423,963 at 4% or $949,308 at 6%; with 50% employer match about $949,308 at 4% or $632,872 at 6%; with 100% employer match about $711,981 at 4% or $474,654 at 6%.
Bestgen Wealth Management LLC 401K Profit Sharing Plan-2$2,453,256$113,917$56,959iApproximate average salary by contribution assumption: employee only about $1,423,963 at 4% or $949,308 at 6%; with 50% employer match about $949,308 at 4% or $632,872 at 6%; with 100% employer match about $711,981 at 4% or $474,654 at 6%.
201613$2,172,232$114,383$38,128iApproximate average salary by contribution assumption: employee only about $953,192 at 4% or $635,461 at 6%; with 50% employer match about $635,461 at 4% or $423,641 at 6%; with 100% employer match about $476,596 at 4% or $317,731 at 6%.
Bestgen Wealth Management LLC 401K Profit Sharing Plan-3$2,172,232$114,383$38,128iApproximate average salary by contribution assumption: employee only about $953,192 at 4% or $635,461 at 6%; with 50% employer match about $635,461 at 4% or $423,641 at 6%; with 100% employer match about $476,596 at 4% or $317,731 at 6%.
201513$2,060,833$112,000$37,333iApproximate average salary by contribution assumption: employee only about $933,333 at 4% or $622,222 at 6%; with 50% employer match about $622,222 at 4% or $414,815 at 6%; with 100% employer match about $466,667 at 4% or $311,111 at 6%.
Bestgen Wealth Management LLC 401K Profit Sharing Plan-3$2,060,833$112,000$37,333iApproximate average salary by contribution assumption: employee only about $933,333 at 4% or $622,222 at 6%; with 50% employer match about $622,222 at 4% or $414,815 at 6%; with 100% employer match about $466,667 at 4% or $311,111 at 6%.