Civic Intelligence

Brundige Wealth Management

Plan context: Brundige Wealth Management 401(K) Plan

EIN 82-2466586 • Seattle, WA • 7 filings • 1 plans

701 5th AveSte 4200Seattle, WA 98104
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,524,547

2025 Contributions

$193,167

Historical Graphs

Total Assets Over Time

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

$1,524,547$762,274$0201920222025YearValue
$1,524,547Latest year 2025

Participants Over Time

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

420201920222025YearValue
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$1,524,547$193,167$48,292iApproximate average salary by contribution assumption: employee only about $1,207,294 at 4% or $804,863 at 6%; with 50% employer match about $804,863 at 4% or $536,575 at 6%; with 100% employer match about $603,647 at 4% or $402,431 at 6%.
Brundige Wealth Management 401(K) Plan-4$1,524,547$193,167$48,292iApproximate average salary by contribution assumption: employee only about $1,207,294 at 4% or $804,863 at 6%; with 50% employer match about $804,863 at 4% or $536,575 at 6%; with 100% employer match about $603,647 at 4% or $402,431 at 6%.
202414$1,099,514$159,819$39,955iApproximate average salary by contribution assumption: employee only about $998,869 at 4% or $665,913 at 6%; with 50% employer match about $665,913 at 4% or $443,942 at 6%; with 100% employer match about $499,434 at 4% or $332,956 at 6%.
Brundige Wealth Management 401(K) Plan-4$1,099,514$159,819$39,955iApproximate average salary by contribution assumption: employee only about $998,869 at 4% or $665,913 at 6%; with 50% employer match about $665,913 at 4% or $443,942 at 6%; with 100% employer match about $499,434 at 4% or $332,956 at 6%.
202314$764,123$140,446$35,112iApproximate average salary by contribution assumption: employee only about $877,788 at 4% or $585,192 at 6%; with 50% employer match about $585,192 at 4% or $390,128 at 6%; with 100% employer match about $438,894 at 4% or $292,596 at 6%.
Brundige Wealth Management 401(K) Plan-4$764,123$140,446$35,112iApproximate average salary by contribution assumption: employee only about $877,788 at 4% or $585,192 at 6%; with 50% employer match about $585,192 at 4% or $390,128 at 6%; with 100% employer match about $438,894 at 4% or $292,596 at 6%.
202214$473,098$158,924$39,731iApproximate average salary by contribution assumption: employee only about $993,275 at 4% or $662,183 at 6%; with 50% employer match about $662,183 at 4% or $441,456 at 6%; with 100% employer match about $496,638 at 4% or $331,092 at 6%.
Brundige Wealth Management 401(K) Plan-4$473,098$158,924$39,731iApproximate average salary by contribution assumption: employee only about $993,275 at 4% or $662,183 at 6%; with 50% employer match about $662,183 at 4% or $441,456 at 6%; with 100% employer match about $496,638 at 4% or $331,092 at 6%.
202114$424,928$134,018$33,505iApproximate average salary by contribution assumption: employee only about $837,613 at 4% or $558,408 at 6%; with 50% employer match about $558,408 at 4% or $372,272 at 6%; with 100% employer match about $418,806 at 4% or $279,204 at 6%.
Brundige Wealth Management 401(K) Plan-4$424,928$134,018$33,505iApproximate average salary by contribution assumption: employee only about $837,613 at 4% or $558,408 at 6%; with 50% employer match about $558,408 at 4% or $372,272 at 6%; with 100% employer match about $418,806 at 4% or $279,204 at 6%.
202013$225,004$95,221$31,740iApproximate average salary by contribution assumption: employee only about $793,508 at 4% or $529,006 at 6%; with 50% employer match about $529,006 at 4% or $352,670 at 6%; with 100% employer match about $396,754 at 4% or $264,503 at 6%.
Brundige Wealth Management 401(K) Plan-3$225,004$95,221$31,740iApproximate average salary by contribution assumption: employee only about $793,508 at 4% or $529,006 at 6%; with 50% employer match about $529,006 at 4% or $352,670 at 6%; with 100% employer match about $396,754 at 4% or $264,503 at 6%.
201913$91,901$83,796$27,932iApproximate average salary by contribution assumption: employee only about $698,300 at 4% or $465,533 at 6%; with 50% employer match about $465,533 at 4% or $310,356 at 6%; with 100% employer match about $349,150 at 4% or $232,767 at 6%.
Brundige Wealth Management 401(K) Plan-3$91,901$83,796$27,932iApproximate average salary by contribution assumption: employee only about $698,300 at 4% or $465,533 at 6%; with 50% employer match about $465,533 at 4% or $310,356 at 6%; with 100% employer match about $349,150 at 4% or $232,767 at 6%.