Civic Intelligence

Briggs Advisory Group Inc.

Plan context: Briggs Advisory Group Inc. 401(K) Plan

EIN 47-2156245 • Lincoln, RI • 18 filings • 5 plans

24 Albion Road, Suite 440Lincoln, RI 02865
Current Snapshot

Latest Year

2023

2023 Participants

8

2023 Assets

$3,047,349

2023 Contributions

$544,634

Historical Graphs

Total Assets Over Time

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

$4,037,898$2,018,949$0201520192023YearValue
$3,047,349Latest year 2023

Participants Over Time

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

840201520192023YearValue
8Latest year 2023

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
202338$3,047,349$544,634$68,079iApproximate average salary by contribution assumption: employee only about $1,701,981 at 4% or $1,134,654 at 6%; with 50% employer match about $1,134,654 at 4% or $756,436 at 6%; with 100% employer match about $850,991 at 4% or $567,327 at 6%.
Briggs Advisory Group Inc. 401(K) Plan-8$3,047,349$236,011$29,501iApproximate average salary by contribution assumption: employee only about $737,534 at 4% or $491,690 at 6%; with 50% employer match about $491,690 at 4% or $327,793 at 6%; with 100% employer match about $368,767 at 4% or $245,845 at 6%.
Briggs Advisory Group Inc. 401(K) Plan-0$0$90,623-
Briggs Advisory Group Cash Balance Plan-0$0$218,000-
202227$4,037,898$572,012$81,716iApproximate average salary by contribution assumption: employee only about $2,042,900 at 4% or $1,361,933 at 6%; with 50% employer match about $1,361,933 at 4% or $907,956 at 6%; with 100% employer match about $1,021,450 at 4% or $680,967 at 6%.
Briggs Advisory Group Inc. 401(K) Plan-7$2,301,147$326,009$46,573iApproximate average salary by contribution assumption: employee only about $1,164,318 at 4% or $776,212 at 6%; with 50% employer match about $776,212 at 4% or $517,475 at 6%; with 100% employer match about $582,159 at 4% or $388,106 at 6%.
Briggs Advisory Group Cash Balance Plan-6$1,736,751$246,003$41,001iApproximate average salary by contribution assumption: employee only about $1,025,013 at 4% or $683,342 at 6%; with 50% employer match about $683,342 at 4% or $455,561 at 6%; with 100% employer match about $512,506 at 4% or $341,671 at 6%.
202126$3,984,931$283,083$47,181iApproximate average salary by contribution assumption: employee only about $1,179,513 at 4% or $786,342 at 6%; with 50% employer match about $786,342 at 4% or $524,228 at 6%; with 100% employer match about $589,756 at 4% or $393,171 at 6%.
Briggs Advisory Group Inc. 401(K) Plan-6$2,338,720$69,639$11,607iApproximate average salary by contribution assumption: employee only about $290,163 at 4% or $193,442 at 6%; with 50% employer match about $193,442 at 4% or $128,961 at 6%; with 100% employer match about $145,081 at 4% or $96,721 at 6%.
Briggs Advisory Group Cash Balance Plan-5$1,646,211$213,444$42,689iApproximate average salary by contribution assumption: employee only about $1,067,220 at 4% or $711,480 at 6%; with 50% employer match about $711,480 at 4% or $474,320 at 6%; with 100% employer match about $533,610 at 4% or $355,740 at 6%.
202026$3,098,395$354,086$59,014iApproximate average salary by contribution assumption: employee only about $1,475,358 at 4% or $983,572 at 6%; with 50% employer match about $983,572 at 4% or $655,715 at 6%; with 100% employer match about $737,679 at 4% or $491,786 at 6%.
Briggs Advisory Group Inc. 401(K) Plan-6$1,854,126$139,700$23,283iApproximate average salary by contribution assumption: employee only about $582,083 at 4% or $388,056 at 6%; with 50% employer match about $388,056 at 4% or $258,704 at 6%; with 100% employer match about $291,042 at 4% or $194,028 at 6%.
Briggs Advisory Group Cash Balance Plan-5$1,244,269$214,386$42,877iApproximate average salary by contribution assumption: employee only about $1,071,930 at 4% or $714,620 at 6%; with 50% employer match about $714,620 at 4% or $476,413 at 6%; with 100% employer match about $535,965 at 4% or $357,310 at 6%.
201926$2,545,926$356,595$59,433iApproximate average salary by contribution assumption: employee only about $1,485,813 at 4% or $990,542 at 6%; with 50% employer match about $990,542 at 4% or $660,361 at 6%; with 100% employer match about $742,906 at 4% or $495,271 at 6%.
Briggs Advisory Group Inc. 401(K) Plan-6$1,584,971$142,861$23,810iApproximate average salary by contribution assumption: employee only about $595,254 at 4% or $396,836 at 6%; with 50% employer match about $396,836 at 4% or $264,557 at 6%; with 100% employer match about $297,627 at 4% or $198,418 at 6%.
Briggs Advisory Group Cash Balance Plan-5$960,955$213,734$42,747iApproximate average salary by contribution assumption: employee only about $1,068,670 at 4% or $712,447 at 6%; with 50% employer match about $712,447 at 4% or $474,964 at 6%; with 100% employer match about $534,335 at 4% or $356,223 at 6%.
201826$1,869,917$407,181$67,864iApproximate average salary by contribution assumption: employee only about $1,696,588 at 4% or $1,131,058 at 6%; with 50% employer match about $1,131,058 at 4% or $754,039 at 6%; with 100% employer match about $848,294 at 4% or $565,529 at 6%.
Briggs Advisory Group Inc. 401(K) Plan-6$1,200,182$143,137$23,856iApproximate average salary by contribution assumption: employee only about $596,404 at 4% or $397,603 at 6%; with 50% employer match about $397,603 at 4% or $265,069 at 6%; with 100% employer match about $298,202 at 4% or $198,801 at 6%.
Briggs Advisory Group Cash Balance Plan-6$669,735$264,044$44,007iApproximate average salary by contribution assumption: employee only about $1,100,183 at 4% or $733,456 at 6%; with 50% employer match about $733,456 at 4% or $488,970 at 6%; with 100% employer match about $550,092 at 4% or $366,728 at 6%.
201725$1,704,898$319,341$63,868iApproximate average salary by contribution assumption: employee only about $1,596,705 at 4% or $1,064,470 at 6%; with 50% employer match about $1,064,470 at 4% or $709,647 at 6%; with 100% employer match about $798,353 at 4% or $532,235 at 6%.
Briggs Advisory Group Inc. 401(K) Plan-5$1,260,976$121,027$24,205iApproximate average salary by contribution assumption: employee only about $605,135 at 4% or $403,423 at 6%; with 50% employer match about $403,423 at 4% or $268,949 at 6%; with 100% employer match about $302,568 at 4% or $201,712 at 6%.
Briggs Advisory Group Cash Balance Plan-5$443,922$198,314$39,663iApproximate average salary by contribution assumption: employee only about $991,570 at 4% or $661,047 at 6%; with 50% employer match about $661,047 at 4% or $440,698 at 6%; with 100% employer match about $495,785 at 4% or $330,523 at 6%.
201625$1,176,969$331,862$66,372iApproximate average salary by contribution assumption: employee only about $1,659,310 at 4% or $1,106,207 at 6%; with 50% employer match about $1,106,207 at 4% or $737,471 at 6%; with 100% employer match about $829,655 at 4% or $553,103 at 6%.
Briggs Advisory Group Inc. 401(K) Plan-5$958,309$113,202$22,640iApproximate average salary by contribution assumption: employee only about $566,010 at 4% or $377,340 at 6%; with 50% employer match about $377,340 at 4% or $251,560 at 6%; with 100% employer match about $283,005 at 4% or $188,670 at 6%.
Briggs Advisory Group Cash Balance Plan-5$218,660$218,660$43,732iApproximate average salary by contribution assumption: employee only about $1,093,300 at 4% or $728,867 at 6%; with 50% employer match about $728,867 at 4% or $485,911 at 6%; with 100% employer match about $546,650 at 4% or $364,433 at 6%.
201515$736,495$774,650$154,930iApproximate average salary by contribution assumption: employee only about $3,873,250 at 4% or $2,582,167 at 6%; with 50% employer match about $2,582,167 at 4% or $1,721,444 at 6%; with 100% employer match about $1,936,625 at 4% or $1,291,083 at 6%.
Briggs Advisory Group Inc. 401(K) Plan-5$736,495$774,650$154,930iApproximate average salary by contribution assumption: employee only about $3,873,250 at 4% or $2,582,167 at 6%; with 50% employer match about $2,582,167 at 4% or $1,721,444 at 6%; with 100% employer match about $1,936,625 at 4% or $1,291,083 at 6%.
Briggs Advisory Group Inc. | EIN 47-2156245 | 2023 Form 5500 Company Profile