Civic Intelligence

Stephen Bradley

Plan context: Bradley Wealth Management 401 (K) Plan

EIN 83-1462742 • Westborough, MA • 7 filings • 2 plans

45 Lyman St Ste 13Westborough, MA 01581-2657
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,113,826

2025 Contributions

$101,990

Historical Graphs

Total Assets Over Time

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

$1,113,826$556,913$0201920222025YearValue
$1,113,826Latest 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
3Latest 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
202513$1,113,826$101,990$33,997iApproximate average salary by contribution assumption: employee only about $849,917 at 4% or $566,611 at 6%; with 50% employer match about $566,611 at 4% or $377,741 at 6%; with 100% employer match about $424,958 at 4% or $283,306 at 6%.
Bradley Wealth Management 401 (K) Plan-3$1,113,826$101,990$33,997iApproximate average salary by contribution assumption: employee only about $849,917 at 4% or $566,611 at 6%; with 50% employer match about $566,611 at 4% or $377,741 at 6%; with 100% employer match about $424,958 at 4% or $283,306 at 6%.
202414$1,019,830$142,475$35,619iApproximate average salary by contribution assumption: employee only about $890,469 at 4% or $593,646 at 6%; with 50% employer match about $593,646 at 4% or $395,764 at 6%; with 100% employer match about $445,234 at 4% or $296,823 at 6%.
Bradley Wealth Management 401 (K) Plan-4$1,019,830$142,475$35,619iApproximate average salary by contribution assumption: employee only about $890,469 at 4% or $593,646 at 6%; with 50% employer match about $593,646 at 4% or $395,764 at 6%; with 100% employer match about $445,234 at 4% or $296,823 at 6%.
202314$825,799$165,270$41,318iApproximate average salary by contribution assumption: employee only about $1,032,938 at 4% or $688,625 at 6%; with 50% employer match about $688,625 at 4% or $459,083 at 6%; with 100% employer match about $516,469 at 4% or $344,313 at 6%.
Bradley Wealth Management 401 (K) Plan-4$825,799$165,270$41,318iApproximate average salary by contribution assumption: employee only about $1,032,938 at 4% or $688,625 at 6%; with 50% employer match about $688,625 at 4% or $459,083 at 6%; with 100% employer match about $516,469 at 4% or $344,313 at 6%.
202214$587,454$103,782$25,946iApproximate average salary by contribution assumption: employee only about $648,638 at 4% or $432,425 at 6%; with 50% employer match about $432,425 at 4% or $288,283 at 6%; with 100% employer match about $324,319 at 4% or $216,213 at 6%.
Bradley Wealth Management 401 (K) Plan-4$587,454$103,782$25,946iApproximate average salary by contribution assumption: employee only about $648,638 at 4% or $432,425 at 6%; with 50% employer match about $432,425 at 4% or $288,283 at 6%; with 100% employer match about $324,319 at 4% or $216,213 at 6%.
202112$603,726$81,830$40,915iApproximate average salary by contribution assumption: employee only about $1,022,875 at 4% or $681,917 at 6%; with 50% employer match about $681,917 at 4% or $454,611 at 6%; with 100% employer match about $511,438 at 4% or $340,958 at 6%.
Bradley Wealth Management 401 (K) Plan-2$603,726$81,830$40,915iApproximate average salary by contribution assumption: employee only about $1,022,875 at 4% or $681,917 at 6%; with 50% employer match about $681,917 at 4% or $454,611 at 6%; with 100% employer match about $511,438 at 4% or $340,958 at 6%.
202012$463,702$65,200$32,600iApproximate average salary by contribution assumption: employee only about $815,000 at 4% or $543,333 at 6%; with 50% employer match about $543,333 at 4% or $362,222 at 6%; with 100% employer match about $407,500 at 4% or $271,667 at 6%.
Bradley Wealth Management 401 (K) Plan-2$463,702$65,200$32,600iApproximate average salary by contribution assumption: employee only about $815,000 at 4% or $543,333 at 6%; with 50% employer match about $543,333 at 4% or $362,222 at 6%; with 100% employer match about $407,500 at 4% or $271,667 at 6%.
201912$316,658$288,305$144,153iApproximate average salary by contribution assumption: employee only about $3,603,813 at 4% or $2,402,542 at 6%; with 50% employer match about $2,402,542 at 4% or $1,601,694 at 6%; with 100% employer match about $1,801,906 at 4% or $1,201,271 at 6%.
Bradley Wealth Management 401 (K) Plan-2$316,658$288,305$144,153iApproximate average salary by contribution assumption: employee only about $3,603,813 at 4% or $2,402,542 at 6%; with 50% employer match about $2,402,542 at 4% or $1,601,694 at 6%; with 100% employer match about $1,801,906 at 4% or $1,201,271 at 6%.