Civic Intelligence

BAYVIEW PRIVATE WEALTH, LLC

Plan context: BAYVIEW PRIVATE WEALTH, LLC 401K PLAN

EIN 83-4006321 • Destin, FL • 6 filings • 1 plans

1234 Airport RoadUnit 121Destin, FL 32541
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$384,249

2025 Contributions

$67,893

Historical Graphs

Total Assets Over Time

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

$384,249$192,125$0202020232025YearValue
$384,249Latest year 2025

Participants Over Time

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

420202020232025YearValue
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$384,249$67,893$16,973iApproximate average salary by contribution assumption: employee only about $424,331 at 4% or $282,888 at 6%; with 50% employer match about $282,888 at 4% or $188,592 at 6%; with 100% employer match about $212,166 at 4% or $141,444 at 6%.
BAYVIEW PRIVATE WEALTH, LLC 401K PLAN-4$384,249$67,893$16,973iApproximate average salary by contribution assumption: employee only about $424,331 at 4% or $282,888 at 6%; with 50% employer match about $282,888 at 4% or $188,592 at 6%; with 100% employer match about $212,166 at 4% or $141,444 at 6%.
202414$281,080$68,768$17,192iApproximate average salary by contribution assumption: employee only about $429,800 at 4% or $286,533 at 6%; with 50% employer match about $286,533 at 4% or $191,022 at 6%; with 100% employer match about $214,900 at 4% or $143,267 at 6%.
BAYVIEW PRIVATE WEALTH, LLC 401K PLAN-4$281,080$68,768$17,192iApproximate average salary by contribution assumption: employee only about $429,800 at 4% or $286,533 at 6%; with 50% employer match about $286,533 at 4% or $191,022 at 6%; with 100% employer match about $214,900 at 4% or $143,267 at 6%.
202314$190,618$61,454$15,364iApproximate average salary by contribution assumption: employee only about $384,088 at 4% or $256,058 at 6%; with 50% employer match about $256,058 at 4% or $170,706 at 6%; with 100% employer match about $192,044 at 4% or $128,029 at 6%.
BAYVIEW PRIVATE WEALTH, LLC 401K PLAN-4$190,618$61,454$15,364iApproximate average salary by contribution assumption: employee only about $384,088 at 4% or $256,058 at 6%; with 50% employer match about $256,058 at 4% or $170,706 at 6%; with 100% employer match about $192,044 at 4% or $128,029 at 6%.
202214$102,760$71,675$17,919iApproximate average salary by contribution assumption: employee only about $447,969 at 4% or $298,646 at 6%; with 50% employer match about $298,646 at 4% or $199,097 at 6%; with 100% employer match about $223,984 at 4% or $149,323 at 6%.
BAYVIEW PRIVATE WEALTH, LLC 401K PLAN-4$102,760$71,675$17,919iApproximate average salary by contribution assumption: employee only about $447,969 at 4% or $298,646 at 6%; with 50% employer match about $298,646 at 4% or $199,097 at 6%; with 100% employer match about $223,984 at 4% or $149,323 at 6%.
202113$33,714$24,405$8,135iApproximate average salary by contribution assumption: employee only about $203,375 at 4% or $135,583 at 6%; with 50% employer match about $135,583 at 4% or $90,389 at 6%; with 100% employer match about $101,688 at 4% or $67,792 at 6%.
BAYVIEW PRIVATE WEALTH, LLC 401K PLAN-3$33,714$24,405$8,135iApproximate average salary by contribution assumption: employee only about $203,375 at 4% or $135,583 at 6%; with 50% employer match about $135,583 at 4% or $90,389 at 6%; with 100% employer match about $101,688 at 4% or $67,792 at 6%.
202013$5,307$4,818$1,606iApproximate average salary by contribution assumption: employee only about $40,150 at 4% or $26,767 at 6%; with 50% employer match about $26,767 at 4% or $17,844 at 6%; with 100% employer match about $20,075 at 4% or $13,383 at 6%.
BAYVIEW PRIVATE WEALTH, LLC 401K PLAN-3$5,307$4,818$1,606iApproximate average salary by contribution assumption: employee only about $40,150 at 4% or $26,767 at 6%; with 50% employer match about $26,767 at 4% or $17,844 at 6%; with 100% employer match about $20,075 at 4% or $13,383 at 6%.