Civic Intelligence

Nextbridge Wealth Advisors LLC

Plan context: Nextbridge Wealth Advisors LLC 401(K)Plan

EIN 86-1037028 • Scottsdale, AZ • 16 filings • 4 plans

14550 N. Frank Lloyd Wright Blvd.Ste. 120Scottsdale, AZ 85260-8824
Current Snapshot

Latest Year

2018

2018 Participants

4

2018 Assets

$303,259

2018 Contributions

$8,569

Historical Graphs

Total Assets Over Time

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

$348,740$174,370$0200320122018YearValue
$303,259Latest year 2018

Participants Over Time

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

530200320112018YearValue
4Latest year 2018

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
201824$303,259$8,569$2,142iApproximate average salary by contribution assumption: employee only about $53,556 at 4% or $35,704 at 6%; with 50% employer match about $35,704 at 4% or $23,803 at 6%; with 100% employer match about $26,778 at 4% or $17,852 at 6%.
Nextbridge Wealth Advisors LLC 401(K)Plan-4$303,259$7,957$1,989iApproximate average salary by contribution assumption: employee only about $49,731 at 4% or $33,154 at 6%; with 50% employer match about $33,154 at 4% or $22,103 at 6%; with 100% employer match about $24,866 at 4% or $16,577 at 6%.
Nextbridge Wealth Advisors LLC 401(K)Plan-0$0$612-
201714$348,740$5,414$1,354iApproximate average salary by contribution assumption: employee only about $33,838 at 4% or $22,558 at 6%; with 50% employer match about $22,558 at 4% or $15,039 at 6%; with 100% employer match about $16,919 at 4% or $11,279 at 6%.
Nextbridge Wealth Advisors LLC 401(K)Plan-4$348,740$5,414$1,354iApproximate average salary by contribution assumption: employee only about $33,838 at 4% or $22,558 at 6%; with 50% employer match about $22,558 at 4% or $15,039 at 6%; with 100% employer match about $16,919 at 4% or $11,279 at 6%.
201614$299,164$11,326$2,832iApproximate average salary by contribution assumption: employee only about $70,788 at 4% or $47,192 at 6%; with 50% employer match about $47,192 at 4% or $31,461 at 6%; with 100% employer match about $35,394 at 4% or $23,596 at 6%.
Nextbridge Wealth Advisors LLC 401(K)Plan-4$299,164$11,326$2,832iApproximate average salary by contribution assumption: employee only about $70,788 at 4% or $47,192 at 6%; with 50% employer match about $47,192 at 4% or $31,461 at 6%; with 100% employer match about $35,394 at 4% or $23,596 at 6%.
201514$276,951$8,049$2,012iApproximate average salary by contribution assumption: employee only about $50,306 at 4% or $33,538 at 6%; with 50% employer match about $33,538 at 4% or $22,358 at 6%; with 100% employer match about $25,153 at 4% or $16,769 at 6%.
Nextbridge Wealth Advisors LLC 401(K)Plan-4$276,951$8,049$2,012iApproximate average salary by contribution assumption: employee only about $50,306 at 4% or $33,538 at 6%; with 50% employer match about $33,538 at 4% or $22,358 at 6%; with 100% employer match about $25,153 at 4% or $16,769 at 6%.
201414$178,740$16,455$4,114iApproximate average salary by contribution assumption: employee only about $102,844 at 4% or $68,563 at 6%; with 50% employer match about $68,563 at 4% or $45,708 at 6%; with 100% employer match about $51,422 at 4% or $34,281 at 6%.
Nextbridge Wealth Advisors LLC 401(K)Plan-4$178,740$16,455$4,114iApproximate average salary by contribution assumption: employee only about $102,844 at 4% or $68,563 at 6%; with 50% employer match about $68,563 at 4% or $45,708 at 6%; with 100% employer match about $51,422 at 4% or $34,281 at 6%.
201314$253,333$16,603$4,151iApproximate average salary by contribution assumption: employee only about $103,769 at 4% or $69,179 at 6%; with 50% employer match about $69,179 at 4% or $46,119 at 6%; with 100% employer match about $51,884 at 4% or $34,590 at 6%.
Nextbridge Wealth Advisors LLC 401(K)Plan-4$253,333$16,603$4,151iApproximate average salary by contribution assumption: employee only about $103,769 at 4% or $69,179 at 6%; with 50% employer match about $69,179 at 4% or $46,119 at 6%; with 100% employer match about $51,884 at 4% or $34,590 at 6%.
201214$258,869$24,049$6,012iApproximate average salary by contribution assumption: employee only about $150,306 at 4% or $100,204 at 6%; with 50% employer match about $100,204 at 4% or $66,803 at 6%; with 100% employer match about $75,153 at 4% or $50,102 at 6%.
Nextbridge Wealth Advisors LLC 401(K)Plan-4$258,869$24,049$6,012iApproximate average salary by contribution assumption: employee only about $150,306 at 4% or $100,204 at 6%; with 50% employer match about $100,204 at 4% or $66,803 at 6%; with 100% employer match about $75,153 at 4% or $50,102 at 6%.
201114$230,757$26,778$6,695iApproximate average salary by contribution assumption: employee only about $167,363 at 4% or $111,575 at 6%; with 50% employer match about $111,575 at 4% or $74,383 at 6%; with 100% employer match about $83,681 at 4% or $55,788 at 6%.
Nextbridge Wealth Advisors LLC 401(K)Plan-4$230,757$26,778$6,695iApproximate average salary by contribution assumption: employee only about $167,363 at 4% or $111,575 at 6%; with 50% employer match about $111,575 at 4% or $74,383 at 6%; with 100% employer match about $83,681 at 4% or $55,788 at 6%.
201014$197,330$21,131$5,283iApproximate average salary by contribution assumption: employee only about $132,069 at 4% or $88,046 at 6%; with 50% employer match about $88,046 at 4% or $58,697 at 6%; with 100% employer match about $66,034 at 4% or $44,023 at 6%.
Nextbridge Wealth Advisors LLC 401(K)Plan-4$197,330$21,131$5,283iApproximate average salary by contribution assumption: employee only about $132,069 at 4% or $88,046 at 6%; with 50% employer match about $88,046 at 4% or $58,697 at 6%; with 100% employer match about $66,034 at 4% or $44,023 at 6%.
200913$167,805$15,814$5,271iApproximate average salary by contribution assumption: employee only about $131,783 at 4% or $87,856 at 6%; with 50% employer match about $87,856 at 4% or $58,570 at 6%; with 100% employer match about $65,892 at 4% or $43,928 at 6%.
Nextbridge Wealth Advisors LLC 401(K)Plan-3$167,805$15,814$5,271iApproximate average salary by contribution assumption: employee only about $131,783 at 4% or $87,856 at 6%; with 50% employer match about $87,856 at 4% or $58,570 at 6%; with 100% employer match about $65,892 at 4% or $43,928 at 6%.
200815$0$8,638$1,728iApproximate average salary by contribution assumption: employee only about $43,190 at 4% or $28,793 at 6%; with 50% employer match about $28,793 at 4% or $19,196 at 6%; with 100% employer match about $21,595 at 4% or $14,397 at 6%.
Nextbridge Wealth Advisors LLC 401(K)Plan-5-$8,638$1,728iApproximate average salary by contribution assumption: employee only about $43,190 at 4% or $28,793 at 6%; with 50% employer match about $28,793 at 4% or $19,196 at 6%; with 100% employer match about $21,595 at 4% or $14,397 at 6%.
200712$0$0-
Nextbridge Wealth Advisors LLC 401(K)Plan-2---
200612$193,454$12,296$6,148iApproximate average salary by contribution assumption: employee only about $153,700 at 4% or $102,467 at 6%; with 50% employer match about $102,467 at 4% or $68,311 at 6%; with 100% employer match about $76,850 at 4% or $51,233 at 6%.
Nextbridge Wealth Advisors LLC 401(K)Plan-2$193,454$12,296$6,148iApproximate average salary by contribution assumption: employee only about $153,700 at 4% or $102,467 at 6%; with 50% employer match about $102,467 at 4% or $68,311 at 6%; with 100% employer match about $76,850 at 4% or $51,233 at 6%.
200412$157,553$5,164$2,582iApproximate average salary by contribution assumption: employee only about $64,550 at 4% or $43,033 at 6%; with 50% employer match about $43,033 at 4% or $28,689 at 6%; with 100% employer match about $32,275 at 4% or $21,517 at 6%.
Nextbridge Wealth Advisors LLC 401(K)Plan-2$157,553$5,164$2,582iApproximate average salary by contribution assumption: employee only about $64,550 at 4% or $43,033 at 6%; with 50% employer match about $43,033 at 4% or $28,689 at 6%; with 100% employer match about $32,275 at 4% or $21,517 at 6%.
200313$150,789$149,780$49,927iApproximate average salary by contribution assumption: employee only about $1,248,167 at 4% or $832,111 at 6%; with 50% employer match about $832,111 at 4% or $554,741 at 6%; with 100% employer match about $624,083 at 4% or $416,056 at 6%.
Nextbridge Wealth Advisors LLC 401(K)Plan-3$150,789$149,780$49,927iApproximate average salary by contribution assumption: employee only about $1,248,167 at 4% or $832,111 at 6%; with 50% employer match about $832,111 at 4% or $554,741 at 6%; with 100% employer match about $624,083 at 4% or $416,056 at 6%.