BRICKLEY WEALTH MANAGEMENT
Plan context: BRICKLEY WEALTH MANAGEMENT 401(K) PLAN
EIN 82-1096907 • San Mateo, CA • 12 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$12,159,791
2025 Contributions
$861,243
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 9 | $12,159,791 | $861,243 | $95,694iApproximate average salary by contribution assumption: employee only about $2,392,342 at 4% or $1,594,894 at 6%; with 50% employer match about $1,594,894 at 4% or $1,063,263 at 6%; with 100% employer match about $1,196,171 at 4% or $797,447 at 6%. |
| BRICKLEY WEALTH MANAGEMENT 401(K) PLAN | - | 9 | $12,159,791 | $861,243 | $95,694iApproximate average salary by contribution assumption: employee only about $2,392,342 at 4% or $1,594,894 at 6%; with 50% employer match about $1,594,894 at 4% or $1,063,263 at 6%; with 100% employer match about $1,196,171 at 4% or $797,447 at 6%. |
| 2024 | 2 | 9 | $9,719,771 | $2,234,562 | $248,285iApproximate average salary by contribution assumption: employee only about $6,207,117 at 4% or $4,138,078 at 6%; with 50% employer match about $4,138,078 at 4% or $2,758,719 at 6%; with 100% employer match about $3,103,558 at 4% or $2,069,039 at 6%. |
| BRICKLEY WEALTH MANAGEMENT 401(K) PLAN | - | 9 | $9,719,771 | $2,234,562 | $248,285iApproximate average salary by contribution assumption: employee only about $6,207,117 at 4% or $4,138,078 at 6%; with 50% employer match about $4,138,078 at 4% or $2,758,719 at 6%; with 100% employer match about $3,103,558 at 4% or $2,069,039 at 6%. |
| BRICKLEY WEALTH MANAGEMENT DEFINED BENEFIT PLAN | - | 0 | $0 | - | - |
| 2023 | 2 | 7 | $8,021,609 | $445,310 | $63,616iApproximate average salary by contribution assumption: employee only about $1,590,393 at 4% or $1,060,262 at 6%; with 50% employer match about $1,060,262 at 4% or $706,841 at 6%; with 100% employer match about $795,196 at 4% or $530,131 at 6%. |
| BRICKLEY WEALTH MANAGEMENT 401(K) PLAN | - | 7 | $6,187,996 | $225,151 | $32,164iApproximate average salary by contribution assumption: employee only about $804,111 at 4% or $536,074 at 6%; with 50% employer match about $536,074 at 4% or $357,383 at 6%; with 100% employer match about $402,055 at 4% or $268,037 at 6%. |
| BRICKLEY WEALTH MANAGEMENT DEFINED BENEFIT PLAN | - | 6 | $1,833,613 | $220,159 | $36,693iApproximate average salary by contribution assumption: employee only about $917,329 at 4% or $611,553 at 6%; with 50% employer match about $611,553 at 4% or $407,702 at 6%; with 100% employer match about $458,665 at 4% or $305,776 at 6%. |
| 2022 | 2 | 7 | $6,220,758 | $511,438 | $73,063iApproximate average salary by contribution assumption: employee only about $1,826,564 at 4% or $1,217,710 at 6%; with 50% employer match about $1,217,710 at 4% or $811,806 at 6%; with 100% employer match about $913,282 at 4% or $608,855 at 6%. |
| BRICKLEY WEALTH MANAGEMENT 401(K) PLAN | - | 7 | $4,826,398 | $211,438 | $30,205iApproximate average salary by contribution assumption: employee only about $755,136 at 4% or $503,424 at 6%; with 50% employer match about $503,424 at 4% or $335,616 at 6%; with 100% employer match about $377,568 at 4% or $251,712 at 6%. |
| BRICKLEY WEALTH MANAGEMENT DEFINED BENEFIT PLAN | - | 5 | $1,394,360 | $300,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| 2021 | 2 | 7 | $6,932,167 | $552,647 | $78,950iApproximate average salary by contribution assumption: employee only about $1,973,739 at 4% or $1,315,826 at 6%; with 50% employer match about $1,315,826 at 4% or $877,217 at 6%; with 100% employer match about $986,870 at 4% or $657,913 at 6%. |
| BRICKLEY WEALTH MANAGEMENT 401(K) PLAN | - | 7 | $5,658,616 | $252,647 | $36,092iApproximate average salary by contribution assumption: employee only about $902,311 at 4% or $601,540 at 6%; with 50% employer match about $601,540 at 4% or $401,027 at 6%; with 100% employer match about $451,155 at 4% or $300,770 at 6%. |
| BRICKLEY WEALTH MANAGEMENT DEFINED BENEFIT PLAN | - | 5 | $1,273,551 | $300,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| 2020 | 2 | 5 | $5,339,826 | $2,038,318 | $407,664iApproximate average salary by contribution assumption: employee only about $10,191,590 at 4% or $6,794,393 at 6%; with 50% employer match about $6,794,393 at 4% or $4,529,596 at 6%; with 100% employer match about $5,095,795 at 4% or $3,397,197 at 6%. |
| BRICKLEY WEALTH MANAGEMENT 401(K) PLAN | - | 5 | $4,466,217 | $2,038,318 | $407,664iApproximate average salary by contribution assumption: employee only about $10,191,590 at 4% or $6,794,393 at 6%; with 50% employer match about $6,794,393 at 4% or $4,529,596 at 6%; with 100% employer match about $5,095,795 at 4% or $3,397,197 at 6%. |
| BRICKLEY WEALTH MANAGEMENT DEFINED BENEFIT PLAN | - | 5 | $873,609 | - | - |
| 2019 | 1 | 4 | $2,565,258 | $326,000 | $81,500iApproximate average salary by contribution assumption: employee only about $2,037,500 at 4% or $1,358,333 at 6%; with 50% employer match about $1,358,333 at 4% or $905,556 at 6%; with 100% employer match about $1,018,750 at 4% or $679,167 at 6%. |
| BRICKLEY WEALTH MANAGEMENT DEFINED BENEFIT PLAN | - | 4 | $2,565,258 | $326,000 | $81,500iApproximate average salary by contribution assumption: employee only about $2,037,500 at 4% or $1,358,333 at 6%; with 50% employer match about $1,358,333 at 4% or $905,556 at 6%; with 100% employer match about $1,018,750 at 4% or $679,167 at 6%. |