Bridgewest Capital Management LL
Plan context: Bridgewest Capital Management LLC 401K and Profit Sharing Plan
EIN 61-1737794 • San Diego, CA • 14 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
86
2024 Assets
$3,855,127
2024 Contributions
$661,342
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 | 86 | $3,855,127 | $661,342 | $7,690iApproximate average salary by contribution assumption: employee only about $192,251 at 4% or $128,167 at 6%; with 50% employer match about $128,167 at 4% or $85,445 at 6%; with 100% employer match about $96,125 at 4% or $64,084 at 6%. |
| Bridgewest Capital Management LLC 401K and Profit Sharing Plan | - | 86 | $3,855,127 | $661,342 | $7,690iApproximate average salary by contribution assumption: employee only about $192,251 at 4% or $128,167 at 6%; with 50% employer match about $128,167 at 4% or $85,445 at 6%; with 100% employer match about $96,125 at 4% or $64,084 at 6%. |
| 2023 | 1 | 68 | $3,316,825 | $519,318 | $7,637iApproximate average salary by contribution assumption: employee only about $190,926 at 4% or $127,284 at 6%; with 50% employer match about $127,284 at 4% or $84,856 at 6%; with 100% employer match about $95,463 at 4% or $63,642 at 6%. |
| Bridgewest Capital Management LLC 401K and Profit Sharing Plan | - | 68 | $3,316,825 | $519,318 | $7,637iApproximate average salary by contribution assumption: employee only about $190,926 at 4% or $127,284 at 6%; with 50% employer match about $127,284 at 4% or $84,856 at 6%; with 100% employer match about $95,463 at 4% or $63,642 at 6%. |
| 2022 | 1 | 65 | $2,640,536 | $541,564 | $8,332iApproximate average salary by contribution assumption: employee only about $208,294 at 4% or $138,863 at 6%; with 50% employer match about $138,863 at 4% or $92,575 at 6%; with 100% employer match about $104,147 at 4% or $69,431 at 6%. |
| Bridgewest Capital Management LLC 401K and Profit Sharing Plan | - | 65 | $2,640,536 | $541,564 | $8,332iApproximate average salary by contribution assumption: employee only about $208,294 at 4% or $138,863 at 6%; with 50% employer match about $138,863 at 4% or $92,575 at 6%; with 100% employer match about $104,147 at 4% or $69,431 at 6%. |
| 2021 | 1 | 90 | $3,704,957 | $761,534 | $8,461iApproximate average salary by contribution assumption: employee only about $211,537 at 4% or $141,025 at 6%; with 50% employer match about $141,025 at 4% or $94,017 at 6%; with 100% employer match about $105,769 at 4% or $70,512 at 6%. |
| Bridgewest Capital Management LLC 401K and Profit Sharing Plan | - | 90 | $3,704,957 | $761,534 | $8,461iApproximate average salary by contribution assumption: employee only about $211,537 at 4% or $141,025 at 6%; with 50% employer match about $141,025 at 4% or $94,017 at 6%; with 100% employer match about $105,769 at 4% or $70,512 at 6%. |
| 2020 | 2 | 151 | $3,522,422 | $1,394,275 | $9,234iApproximate average salary by contribution assumption: employee only about $230,840 at 4% or $153,893 at 6%; with 50% employer match about $153,893 at 4% or $102,596 at 6%; with 100% employer match about $115,420 at 4% or $76,947 at 6%. |
| Bridgewest Capital Management LLC 401K and Profit Sharing Plan | - | 90 | $3,522,422 | $1,394,275 | $15,492iApproximate average salary by contribution assumption: employee only about $387,299 at 4% or $258,199 at 6%; with 50% employer match about $258,199 at 4% or $172,133 at 6%; with 100% employer match about $193,649 at 4% or $129,100 at 6%. |
| BRIDGEWEST CAPITAL MANAGEMENT, LLC EMPLOYEE HEALTH & WELFARE PLAN | - | 151 | - | - | - |
| 2019 | 2 | 238 | $3,475,885 | $1,150,681 | $4,835iApproximate average salary by contribution assumption: employee only about $120,870 at 4% or $80,580 at 6%; with 50% employer match about $80,580 at 4% or $53,720 at 6%; with 100% employer match about $60,435 at 4% or $40,290 at 6%. |
| Bridgewest Capital Management LLC 401K and Profit Sharing Plan | - | 238 | $3,475,885 | $1,150,681 | $4,835iApproximate average salary by contribution assumption: employee only about $120,870 at 4% or $80,580 at 6%; with 50% employer match about $80,580 at 4% or $53,720 at 6%; with 100% employer match about $60,435 at 4% or $40,290 at 6%. |
| BRIDGEWEST CAPITAL MANAGEMENT, LLC EMPLOYEE HEALTH & WELFARE PLAN | - | 158 | - | - | - |
| 2018 | 2 | 144 | $2,209,955 | $924,323 | $6,419iApproximate average salary by contribution assumption: employee only about $160,473 at 4% or $106,982 at 6%; with 50% employer match about $106,982 at 4% or $71,321 at 6%; with 100% employer match about $80,236 at 4% or $53,491 at 6%. |
| Bridgewest Capital Management LLC 401K and Profit Sharing Plan | - | 144 | $2,209,955 | $924,323 | $6,419iApproximate average salary by contribution assumption: employee only about $160,473 at 4% or $106,982 at 6%; with 50% employer match about $106,982 at 4% or $71,321 at 6%; with 100% employer match about $80,236 at 4% or $53,491 at 6%. |
| BRIDGEWEST CAPITAL MANAGEMENT, LLC EMPLOYEE HEALTH & WELFARE PLAN | - | 141 | - | - | - |
| 2017 | 2 | 167 | $1,824,298 | $923,829 | $5,532iApproximate average salary by contribution assumption: employee only about $138,298 at 4% or $92,199 at 6%; with 50% employer match about $92,199 at 4% or $61,466 at 6%; with 100% employer match about $69,149 at 4% or $46,099 at 6%. |
| Bridgewest Capital Management LLC 401K and Profit Sharing Plan | - | 133 | $1,824,298 | $923,829 | $6,946iApproximate average salary by contribution assumption: employee only about $173,652 at 4% or $115,768 at 6%; with 50% employer match about $115,768 at 4% or $77,179 at 6%; with 100% employer match about $86,826 at 4% or $57,884 at 6%. |
| BRIDGEWEST CAPITAL MANAGEMENT, LLC EMPLOYEE HEALTH & WELFARE PLAN | - | 167 | - | - | - |
| 2016 | 1 | 122 | $1,058,115 | $533,479 | $4,373iApproximate average salary by contribution assumption: employee only about $109,319 at 4% or $72,880 at 6%; with 50% employer match about $72,880 at 4% or $48,586 at 6%; with 100% employer match about $54,660 at 4% or $36,440 at 6%. |
| Bridgewest Capital Management LLC 401K and Profit Sharing Plan | - | 122 | $1,058,115 | $533,479 | $4,373iApproximate average salary by contribution assumption: employee only about $109,319 at 4% or $72,880 at 6%; with 50% employer match about $72,880 at 4% or $48,586 at 6%; with 100% employer match about $54,660 at 4% or $36,440 at 6%. |
| 2015 | 1 | 49 | $403,875 | $380,668 | $7,769iApproximate average salary by contribution assumption: employee only about $194,218 at 4% or $129,479 at 6%; with 50% employer match about $129,479 at 4% or $86,319 at 6%; with 100% employer match about $97,109 at 4% or $64,739 at 6%. |
| Bridgewest Capital Management LLC 401K and Profit Sharing Plan | - | 49 | $403,875 | $380,668 | $7,769iApproximate average salary by contribution assumption: employee only about $194,218 at 4% or $129,479 at 6%; with 50% employer match about $129,479 at 4% or $86,319 at 6%; with 100% employer match about $97,109 at 4% or $64,739 at 6%. |