Civic Intelligence

Bsw Wealth Partners

Plan context: Bsw 401(K) Retirement Plan

EIN 84-1447359 • Boulder, CO • 19 filings • 2 plans

2300 Broadway St.Boulder, CO 80304
Current Snapshot

Latest Year

2024

2024 Participants

35

2024 Assets

$12,461,463

2024 Contributions

$784,406

Historical Graphs

Total Assets Over Time

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

$12,461,463$6,230,732$0200620162024YearValue
$12,461,463Latest year 2024

Participants Over Time

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

35180200620152024YearValue
35Latest year 2024

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
2024135$12,461,463$784,406$22,412iApproximate average salary by contribution assumption: employee only about $560,290 at 4% or $373,527 at 6%; with 50% employer match about $373,527 at 4% or $249,018 at 6%; with 100% employer match about $280,145 at 4% or $186,763 at 6%.
Bsw 401(K) Retirement Plan-35$12,461,463$784,406$22,412iApproximate average salary by contribution assumption: employee only about $560,290 at 4% or $373,527 at 6%; with 50% employer match about $373,527 at 4% or $249,018 at 6%; with 100% employer match about $280,145 at 4% or $186,763 at 6%.
2023134$10,192,650$718,083$21,120iApproximate average salary by contribution assumption: employee only about $528,002 at 4% or $352,001 at 6%; with 50% employer match about $352,001 at 4% or $234,668 at 6%; with 100% employer match about $264,001 at 4% or $176,001 at 6%.
Bsw 401(K) Retirement Plan-34$10,192,650$718,083$21,120iApproximate average salary by contribution assumption: employee only about $528,002 at 4% or $352,001 at 6%; with 50% employer match about $352,001 at 4% or $234,668 at 6%; with 100% employer match about $264,001 at 4% or $176,001 at 6%.
2022133$8,194,566$985,391$29,860iApproximate average salary by contribution assumption: employee only about $746,508 at 4% or $497,672 at 6%; with 50% employer match about $497,672 at 4% or $331,781 at 6%; with 100% employer match about $373,254 at 4% or $248,836 at 6%.
Bsw 401(K) Retirement Plan-33$8,194,566$985,391$29,860iApproximate average salary by contribution assumption: employee only about $746,508 at 4% or $497,672 at 6%; with 50% employer match about $497,672 at 4% or $331,781 at 6%; with 100% employer match about $373,254 at 4% or $248,836 at 6%.
2021132$9,221,889$668,976$20,906iApproximate average salary by contribution assumption: employee only about $522,638 at 4% or $348,425 at 6%; with 50% employer match about $348,425 at 4% or $232,283 at 6%; with 100% employer match about $261,319 at 4% or $174,213 at 6%.
Bsw 401(K) Retirement Plan-32$9,221,889$668,976$20,906iApproximate average salary by contribution assumption: employee only about $522,638 at 4% or $348,425 at 6%; with 50% employer match about $348,425 at 4% or $232,283 at 6%; with 100% employer match about $261,319 at 4% or $174,213 at 6%.
2020127$7,492,705$474,939$17,590iApproximate average salary by contribution assumption: employee only about $439,758 at 4% or $293,172 at 6%; with 50% employer match about $293,172 at 4% or $195,448 at 6%; with 100% employer match about $219,879 at 4% or $146,586 at 6%.
Bsw 401(K) Retirement Plan-27$7,492,705$474,939$17,590iApproximate average salary by contribution assumption: employee only about $439,758 at 4% or $293,172 at 6%; with 50% employer match about $293,172 at 4% or $195,448 at 6%; with 100% employer match about $219,879 at 4% or $146,586 at 6%.
2019130$6,376,103$419,112$13,970iApproximate average salary by contribution assumption: employee only about $349,260 at 4% or $232,840 at 6%; with 50% employer match about $232,840 at 4% or $155,227 at 6%; with 100% employer match about $174,630 at 4% or $116,420 at 6%.
Bsw 401(K) Retirement Plan-30$6,376,103$419,112$13,970iApproximate average salary by contribution assumption: employee only about $349,260 at 4% or $232,840 at 6%; with 50% employer match about $232,840 at 4% or $155,227 at 6%; with 100% employer match about $174,630 at 4% or $116,420 at 6%.
2018129$5,116,672$644,102$22,210iApproximate average salary by contribution assumption: employee only about $555,260 at 4% or $370,174 at 6%; with 50% employer match about $370,174 at 4% or $246,782 at 6%; with 100% employer match about $277,630 at 4% or $185,087 at 6%.
Bsw 401(K) Retirement Plan-29$5,116,672$644,102$22,210iApproximate average salary by contribution assumption: employee only about $555,260 at 4% or $370,174 at 6%; with 50% employer match about $370,174 at 4% or $246,782 at 6%; with 100% employer match about $277,630 at 4% or $185,087 at 6%.
2017125$5,366,257$326,004$13,040iApproximate average salary by contribution assumption: employee only about $326,004 at 4% or $217,336 at 6%; with 50% employer match about $217,336 at 4% or $144,891 at 6%; with 100% employer match about $163,002 at 4% or $108,668 at 6%.
Bsw 401(K) Retirement Plan-25$5,366,257$326,004$13,040iApproximate average salary by contribution assumption: employee only about $326,004 at 4% or $217,336 at 6%; with 50% employer match about $217,336 at 4% or $144,891 at 6%; with 100% employer match about $163,002 at 4% or $108,668 at 6%.
2016122$4,286,926$355,827$16,174iApproximate average salary by contribution assumption: employee only about $404,349 at 4% or $269,566 at 6%; with 50% employer match about $269,566 at 4% or $179,711 at 6%; with 100% employer match about $202,174 at 4% or $134,783 at 6%.
Bsw 401(K) Retirement Plan-22$4,286,926$355,827$16,174iApproximate average salary by contribution assumption: employee only about $404,349 at 4% or $269,566 at 6%; with 50% employer match about $269,566 at 4% or $179,711 at 6%; with 100% employer match about $202,174 at 4% or $134,783 at 6%.
2015121$3,726,469$674,865$32,136iApproximate average salary by contribution assumption: employee only about $803,411 at 4% or $535,607 at 6%; with 50% employer match about $535,607 at 4% or $357,071 at 6%; with 100% employer match about $401,705 at 4% or $267,804 at 6%.
Bsw 401(K) Retirement Plan-21$3,726,469$674,865$32,136iApproximate average salary by contribution assumption: employee only about $803,411 at 4% or $535,607 at 6%; with 50% employer match about $535,607 at 4% or $357,071 at 6%; with 100% employer match about $401,705 at 4% or $267,804 at 6%.
2014118$3,073,941$275,366$15,298iApproximate average salary by contribution assumption: employee only about $382,453 at 4% or $254,969 at 6%; with 50% employer match about $254,969 at 4% or $169,979 at 6%; with 100% employer match about $191,226 at 4% or $127,484 at 6%.
Bsw 401(K) Retirement Plan-18$3,073,941$275,366$15,298iApproximate average salary by contribution assumption: employee only about $382,453 at 4% or $254,969 at 6%; with 50% employer match about $254,969 at 4% or $169,979 at 6%; with 100% employer match about $191,226 at 4% or $127,484 at 6%.
2013116$2,760,202$244,431$15,277iApproximate average salary by contribution assumption: employee only about $381,923 at 4% or $254,616 at 6%; with 50% employer match about $254,616 at 4% or $169,744 at 6%; with 100% employer match about $190,962 at 4% or $127,308 at 6%.
Bsw 401(K) Retirement Plan-16$2,760,202$244,431$15,277iApproximate average salary by contribution assumption: employee only about $381,923 at 4% or $254,616 at 6%; with 50% employer match about $254,616 at 4% or $169,744 at 6%; with 100% employer match about $190,962 at 4% or $127,308 at 6%.
2012116$2,235,287$263,683$16,480iApproximate average salary by contribution assumption: employee only about $412,005 at 4% or $274,670 at 6%; with 50% employer match about $274,670 at 4% or $183,113 at 6%; with 100% employer match about $206,002 at 4% or $137,335 at 6%.
Bsw 401(K) Retirement Plan-16$2,235,287$263,683$16,480iApproximate average salary by contribution assumption: employee only about $412,005 at 4% or $274,670 at 6%; with 50% employer match about $274,670 at 4% or $183,113 at 6%; with 100% employer match about $206,002 at 4% or $137,335 at 6%.
2011115$1,815,269$249,863$16,658iApproximate average salary by contribution assumption: employee only about $416,438 at 4% or $277,626 at 6%; with 50% employer match about $277,626 at 4% or $185,084 at 6%; with 100% employer match about $208,219 at 4% or $138,813 at 6%.
Bsw 401(K) Retirement Plan-15$1,815,269$249,863$16,658iApproximate average salary by contribution assumption: employee only about $416,438 at 4% or $277,626 at 6%; with 50% employer match about $277,626 at 4% or $185,084 at 6%; with 100% employer match about $208,219 at 4% or $138,813 at 6%.
2010114$1,770,838$325,877$23,277iApproximate average salary by contribution assumption: employee only about $581,923 at 4% or $387,949 at 6%; with 50% employer match about $387,949 at 4% or $258,633 at 6%; with 100% employer match about $290,962 at 4% or $193,974 at 6%.
Bsw 401(K) Retirement Plan-14$1,770,838$325,877$23,277iApproximate average salary by contribution assumption: employee only about $581,923 at 4% or $387,949 at 6%; with 50% employer match about $387,949 at 4% or $258,633 at 6%; with 100% employer match about $290,962 at 4% or $193,974 at 6%.
2009114$1,003,639$234,180$16,727iApproximate average salary by contribution assumption: employee only about $418,179 at 4% or $278,786 at 6%; with 50% employer match about $278,786 at 4% or $185,857 at 6%; with 100% employer match about $209,089 at 4% or $139,393 at 6%.
Bsw 401(K) Retirement Plan-14$1,003,639$234,180$16,727iApproximate average salary by contribution assumption: employee only about $418,179 at 4% or $278,786 at 6%; with 50% employer match about $278,786 at 4% or $185,857 at 6%; with 100% employer match about $209,089 at 4% or $139,393 at 6%.
200819$631,581$252,751$28,083iApproximate average salary by contribution assumption: employee only about $702,086 at 4% or $468,057 at 6%; with 50% employer match about $468,057 at 4% or $312,038 at 6%; with 100% employer match about $351,043 at 4% or $234,029 at 6%.
Bsw 401(K) Retirement Plan-9$631,581$252,751$28,083iApproximate average salary by contribution assumption: employee only about $702,086 at 4% or $468,057 at 6%; with 50% employer match about $468,057 at 4% or $312,038 at 6%; with 100% employer match about $351,043 at 4% or $234,029 at 6%.
2007110$0$0-
Bsw 401(K) Retirement Plan-10---
200618$240,381$231,887$28,986iApproximate average salary by contribution assumption: employee only about $724,647 at 4% or $483,098 at 6%; with 50% employer match about $483,098 at 4% or $322,065 at 6%; with 100% employer match about $362,323 at 4% or $241,549 at 6%.
Bsw 401(K) Retirement Plan-8$240,381$231,887$28,986iApproximate average salary by contribution assumption: employee only about $724,647 at 4% or $483,098 at 6%; with 50% employer match about $483,098 at 4% or $322,065 at 6%; with 100% employer match about $362,323 at 4% or $241,549 at 6%.
Bsw Wealth Partners | EIN 84-1447359 | 2024 Form 5500 Company Profile