Civic Intelligence

Bwe Investment Sales LLC

Plan context: Bwe Investment Sales LLC 401(K) Plan

EIN 86-3677205 • Cleveland, OH • 4 filings • 2 plans

1375 E 9th Street Suite 2300Cleveland, OH 44114-1790
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$571,205

2025 Contributions

$217,363

Historical Graphs

Total Assets Over Time

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

$571,205$285,603$0202220232024YearValue
$571,205Latest year 2024

Participants Over Time

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

1890202220232024YearValue
13Latest 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
202510$0$0-
Bwe Investment Sales LLC 401(K) Plan-0$0$0-
2024113$571,205$217,363$16,720iApproximate average salary by contribution assumption: employee only about $418,006 at 4% or $278,671 at 6%; with 50% employer match about $278,671 at 4% or $185,780 at 6%; with 100% employer match about $209,003 at 4% or $139,335 at 6%.
Bwe Investment Sales LLC 401(K) Plan-13$571,205$217,363$16,720iApproximate average salary by contribution assumption: employee only about $418,006 at 4% or $278,671 at 6%; with 50% employer match about $278,671 at 4% or $185,780 at 6%; with 100% employer match about $209,003 at 4% or $139,335 at 6%.
2023118$468,258$175,534$9,752iApproximate average salary by contribution assumption: employee only about $243,797 at 4% or $162,531 at 6%; with 50% employer match about $162,531 at 4% or $108,354 at 6%; with 100% employer match about $121,899 at 4% or $81,266 at 6%.
Bwe Investment Sales LLC 401(K) Plan-18$468,258$175,534$9,752iApproximate average salary by contribution assumption: employee only about $243,797 at 4% or $162,531 at 6%; with 50% employer match about $162,531 at 4% or $108,354 at 6%; with 100% employer match about $121,899 at 4% or $81,266 at 6%.
202218$234,311$264,304$33,038iApproximate average salary by contribution assumption: employee only about $825,950 at 4% or $550,633 at 6%; with 50% employer match about $550,633 at 4% or $367,089 at 6%; with 100% employer match about $412,975 at 4% or $275,317 at 6%.
Bwe Investment Sales LLC 401(K) Plan-8$234,311$264,304$33,038iApproximate average salary by contribution assumption: employee only about $825,950 at 4% or $550,633 at 6%; with 50% employer match about $550,633 at 4% or $367,089 at 6%; with 100% employer match about $412,975 at 4% or $275,317 at 6%.