Civic Intelligence

Blue Spectrum Wealth Management

Plan context: Bswm 401(K) Plan

EIN 81-3768257 • Vancouver, WA • 9 filings • 2 plans

7600 NE 41st St, Suite 320Vancouver, WA 98662
Current Snapshot

Latest Year

2025

2025 Participants

1

2025 Assets

$1,933,623

2025 Contributions

$45,316

Historical Graphs

Total Assets Over Time

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

$1,933,623$966,812$0201720202025YearValue
$1,933,623Latest year 2025

Participants Over Time

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

210201720202025YearValue
1Latest 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
202511$1,933,623$45,316$45,316iApproximate average salary by contribution assumption: employee only about $1,132,900 at 4% or $755,267 at 6%; with 50% employer match about $755,267 at 4% or $503,511 at 6%; with 100% employer match about $566,450 at 4% or $377,633 at 6%.
Bswm 401(K) Plan-1$1,933,623$45,316$45,316iApproximate average salary by contribution assumption: employee only about $1,132,900 at 4% or $755,267 at 6%; with 50% employer match about $755,267 at 4% or $503,511 at 6%; with 100% employer match about $566,450 at 4% or $377,633 at 6%.
202411$1,688,144$40,616$40,616iApproximate average salary by contribution assumption: employee only about $1,015,400 at 4% or $676,933 at 6%; with 50% employer match about $676,933 at 4% or $451,289 at 6%; with 100% employer match about $507,700 at 4% or $338,467 at 6%.
Bswm 401(K) Plan-1$1,688,144$40,616$40,616iApproximate average salary by contribution assumption: employee only about $1,015,400 at 4% or $676,933 at 6%; with 50% employer match about $676,933 at 4% or $451,289 at 6%; with 100% employer match about $507,700 at 4% or $338,467 at 6%.
202111$1,270,122$36,500$36,500iApproximate average salary by contribution assumption: employee only about $912,500 at 4% or $608,333 at 6%; with 50% employer match about $608,333 at 4% or $405,556 at 6%; with 100% employer match about $456,250 at 4% or $304,167 at 6%.
Bswm 401(K) Plan-1$1,270,122$36,500$36,500iApproximate average salary by contribution assumption: employee only about $912,500 at 4% or $608,333 at 6%; with 50% employer match about $608,333 at 4% or $405,556 at 6%; with 100% employer match about $456,250 at 4% or $304,167 at 6%.
202021$1,462,662$256,943$256,943iApproximate average salary by contribution assumption: employee only about $6,423,575 at 4% or $4,282,383 at 6%; with 50% employer match about $4,282,383 at 4% or $2,854,922 at 6%; with 100% employer match about $3,211,788 at 4% or $2,141,192 at 6%.
Bswm 401(K) Plan-1$1,101,681$36,365$36,365iApproximate average salary by contribution assumption: employee only about $909,125 at 4% or $606,083 at 6%; with 50% employer match about $606,083 at 4% or $404,056 at 6%; with 100% employer match about $454,563 at 4% or $303,042 at 6%.
BSWM CB PLAN-0$360,981$220,578-
201922$972,523$169,030$84,515iApproximate average salary by contribution assumption: employee only about $2,112,875 at 4% or $1,408,583 at 6%; with 50% employer match about $1,408,583 at 4% or $939,056 at 6%; with 100% employer match about $1,056,438 at 4% or $704,292 at 6%.
Bswm 401(K) Plan-2$842,523$39,030$19,515iApproximate average salary by contribution assumption: employee only about $487,875 at 4% or $325,250 at 6%; with 50% employer match about $325,250 at 4% or $216,833 at 6%; with 100% employer match about $243,938 at 4% or $162,625 at 6%.
BSWM CB PLAN-0$130,000$130,000-
201812$637,081$64,223$32,112iApproximate average salary by contribution assumption: employee only about $802,788 at 4% or $535,192 at 6%; with 50% employer match about $535,192 at 4% or $356,794 at 6%; with 100% employer match about $401,394 at 4% or $267,596 at 6%.
Bswm 401(K) Plan-2$637,081$64,223$32,112iApproximate average salary by contribution assumption: employee only about $802,788 at 4% or $535,192 at 6%; with 50% employer match about $535,192 at 4% or $356,794 at 6%; with 100% employer match about $401,394 at 4% or $267,596 at 6%.
201712$626,202$533,478$266,739iApproximate average salary by contribution assumption: employee only about $6,668,475 at 4% or $4,445,650 at 6%; with 50% employer match about $4,445,650 at 4% or $2,963,767 at 6%; with 100% employer match about $3,334,238 at 4% or $2,222,825 at 6%.
Bswm 401(K) Plan-2$626,202$533,478$266,739iApproximate average salary by contribution assumption: employee only about $6,668,475 at 4% or $4,445,650 at 6%; with 50% employer match about $4,445,650 at 4% or $2,963,767 at 6%; with 100% employer match about $3,334,238 at 4% or $2,222,825 at 6%.