Civic Intelligence

Coldstream Wealth Management

Plan context: Coldstream 401(K) Plan

EIN 93-1052371 • Bellevue, WA • 21 filings • 3 plans

One - 100th Avenue NE, Suite 102Bellevue, WA 98004
Current Snapshot

Latest Year

2025

2025 Participants

223

2025 Assets

$32,551,824

2025 Contributions

$5,906,875

Historical Graphs

Total Assets Over Time

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

$32,551,824$16,275,912$0200820162024YearValue
$32,551,824Latest year 2024

Participants Over Time

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

2231120200720162025YearValue
223Latest 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
20251223$0$0-
Coldstream Wealth Management-223---
20242185$32,551,824$5,906,875$31,929iApproximate average salary by contribution assumption: employee only about $798,226 at 4% or $532,151 at 6%; with 50% employer match about $532,151 at 4% or $354,767 at 6%; with 100% employer match about $399,113 at 4% or $266,075 at 6%.
Coldstream 401(K) Plan-185$32,551,824$5,906,875$31,929iApproximate average salary by contribution assumption: employee only about $798,226 at 4% or $532,151 at 6%; with 50% employer match about $532,151 at 4% or $354,767 at 6%; with 100% employer match about $399,113 at 4% or $266,075 at 6%.
Coldstream Wealth Management-180---
20232166$24,767,930$3,236,671$19,498iApproximate average salary by contribution assumption: employee only about $487,450 at 4% or $324,967 at 6%; with 50% employer match about $324,967 at 4% or $216,645 at 6%; with 100% employer match about $243,725 at 4% or $162,483 at 6%.
Coldstream 401(K) Plan-166$24,767,930$3,236,671$19,498iApproximate average salary by contribution assumption: employee only about $487,450 at 4% or $324,967 at 6%; with 50% employer match about $324,967 at 4% or $216,645 at 6%; with 100% employer match about $243,725 at 4% or $162,483 at 6%.
Coldstream Wealth Management-125---
20221136$18,834,335$3,568,258$26,237iApproximate average salary by contribution assumption: employee only about $655,930 at 4% or $437,287 at 6%; with 50% employer match about $437,287 at 4% or $291,524 at 6%; with 100% employer match about $327,965 at 4% or $218,643 at 6%.
Coldstream 401(K) Plan-136$18,834,335$3,568,258$26,237iApproximate average salary by contribution assumption: employee only about $655,930 at 4% or $437,287 at 6%; with 50% employer match about $437,287 at 4% or $291,524 at 6%; with 100% employer match about $327,965 at 4% or $218,643 at 6%.
20211124$20,577,563$6,322,869$50,991iApproximate average salary by contribution assumption: employee only about $1,274,772 at 4% or $849,848 at 6%; with 50% employer match about $849,848 at 4% or $566,565 at 6%; with 100% employer match about $637,386 at 4% or $424,924 at 6%.
Coldstream 401(K) Plan-124$20,577,563$6,322,869$50,991iApproximate average salary by contribution assumption: employee only about $1,274,772 at 4% or $849,848 at 6%; with 50% employer match about $849,848 at 4% or $566,565 at 6%; with 100% employer match about $637,386 at 4% or $424,924 at 6%.
2020186$13,113,549$1,438,634$16,728iApproximate average salary by contribution assumption: employee only about $418,208 at 4% or $278,805 at 6%; with 50% employer match about $278,805 at 4% or $185,870 at 6%; with 100% employer match about $209,104 at 4% or $139,403 at 6%.
Coldstream 401(K) Plan-86$13,113,549$1,438,634$16,728iApproximate average salary by contribution assumption: employee only about $418,208 at 4% or $278,805 at 6%; with 50% employer match about $278,805 at 4% or $185,870 at 6%; with 100% employer match about $209,104 at 4% or $139,403 at 6%.
2019181$9,595,724$1,266,496$15,636iApproximate average salary by contribution assumption: employee only about $390,894 at 4% or $260,596 at 6%; with 50% employer match about $260,596 at 4% or $173,731 at 6%; with 100% employer match about $195,447 at 4% or $130,298 at 6%.
Coldstream 401(K) Plan-81$9,595,724$1,266,496$15,636iApproximate average salary by contribution assumption: employee only about $390,894 at 4% or $260,596 at 6%; with 50% employer match about $260,596 at 4% or $173,731 at 6%; with 100% employer match about $195,447 at 4% or $130,298 at 6%.
2018186$7,915,924$1,254,426$14,586iApproximate average salary by contribution assumption: employee only about $364,659 at 4% or $243,106 at 6%; with 50% employer match about $243,106 at 4% or $162,071 at 6%; with 100% employer match about $182,329 at 4% or $121,553 at 6%.
Coldstream 401(K) Plan-86$7,915,924$1,254,426$14,586iApproximate average salary by contribution assumption: employee only about $364,659 at 4% or $243,106 at 6%; with 50% employer match about $243,106 at 4% or $162,071 at 6%; with 100% employer match about $182,329 at 4% or $121,553 at 6%.
2017186$7,472,352$2,120,472$24,657iApproximate average salary by contribution assumption: employee only about $616,416 at 4% or $410,944 at 6%; with 50% employer match about $410,944 at 4% or $273,963 at 6%; with 100% employer match about $308,208 at 4% or $205,472 at 6%.
Coldstream 401(K) Plan-86$7,472,352$2,120,472$24,657iApproximate average salary by contribution assumption: employee only about $616,416 at 4% or $410,944 at 6%; with 50% employer match about $410,944 at 4% or $273,963 at 6%; with 100% employer match about $308,208 at 4% or $205,472 at 6%.
2016158$4,527,178$775,941$13,378iApproximate average salary by contribution assumption: employee only about $334,457 at 4% or $222,972 at 6%; with 50% employer match about $222,972 at 4% or $148,648 at 6%; with 100% employer match about $167,229 at 4% or $111,486 at 6%.
Coldstream 401(K) Plan-58$4,527,178$775,941$13,378iApproximate average salary by contribution assumption: employee only about $334,457 at 4% or $222,972 at 6%; with 50% employer match about $222,972 at 4% or $148,648 at 6%; with 100% employer match about $167,229 at 4% or $111,486 at 6%.
2015146$3,515,440$619,252$13,462iApproximate average salary by contribution assumption: employee only about $336,550 at 4% or $224,367 at 6%; with 50% employer match about $224,367 at 4% or $149,578 at 6%; with 100% employer match about $168,275 at 4% or $112,183 at 6%.
Coldstream 401(K) Plan-46$3,515,440$619,252$13,462iApproximate average salary by contribution assumption: employee only about $336,550 at 4% or $224,367 at 6%; with 50% employer match about $224,367 at 4% or $149,578 at 6%; with 100% employer match about $168,275 at 4% or $112,183 at 6%.
2014138$3,484,893$548,511$14,435iApproximate average salary by contribution assumption: employee only about $360,863 at 4% or $240,575 at 6%; with 50% employer match about $240,575 at 4% or $160,383 at 6%; with 100% employer match about $180,431 at 4% or $120,288 at 6%.
Coldstream 401(K) Plan-38$3,484,893$548,511$14,435iApproximate average salary by contribution assumption: employee only about $360,863 at 4% or $240,575 at 6%; with 50% employer match about $240,575 at 4% or $160,383 at 6%; with 100% employer match about $180,431 at 4% or $120,288 at 6%.
2013139$2,943,985$636,149$16,312iApproximate average salary by contribution assumption: employee only about $407,788 at 4% or $271,859 at 6%; with 50% employer match about $271,859 at 4% or $181,239 at 6%; with 100% employer match about $203,894 at 4% or $135,929 at 6%.
Coldstream 401(K) Plan-39$2,943,985$636,149$16,312iApproximate average salary by contribution assumption: employee only about $407,788 at 4% or $271,859 at 6%; with 50% employer match about $271,859 at 4% or $181,239 at 6%; with 100% employer match about $203,894 at 4% or $135,929 at 6%.
2012129$2,066,804$454,982$15,689iApproximate average salary by contribution assumption: employee only about $392,226 at 4% or $261,484 at 6%; with 50% employer match about $261,484 at 4% or $174,323 at 6%; with 100% employer match about $196,113 at 4% or $130,742 at 6%.
Coldstream 401(K) Plan-29$2,066,804$454,982$15,689iApproximate average salary by contribution assumption: employee only about $392,226 at 4% or $261,484 at 6%; with 50% employer match about $261,484 at 4% or $174,323 at 6%; with 100% employer match about $196,113 at 4% or $130,742 at 6%.
2011131$1,510,272$290,418$9,368iApproximate average salary by contribution assumption: employee only about $234,208 at 4% or $156,139 at 6%; with 50% employer match about $156,139 at 4% or $104,092 at 6%; with 100% employer match about $117,104 at 4% or $78,069 at 6%.
Coldstream 401(K) Plan-31$1,510,272$290,418$9,368iApproximate average salary by contribution assumption: employee only about $234,208 at 4% or $156,139 at 6%; with 50% employer match about $156,139 at 4% or $104,092 at 6%; with 100% employer match about $117,104 at 4% or $78,069 at 6%.
2010126$1,334,088$361,561$13,906iApproximate average salary by contribution assumption: employee only about $347,655 at 4% or $231,770 at 6%; with 50% employer match about $231,770 at 4% or $154,513 at 6%; with 100% employer match about $173,827 at 4% or $115,885 at 6%.
Coldstream 401(K) Plan-26$1,334,088$361,561$13,906iApproximate average salary by contribution assumption: employee only about $347,655 at 4% or $231,770 at 6%; with 50% employer match about $231,770 at 4% or $154,513 at 6%; with 100% employer match about $173,827 at 4% or $115,885 at 6%.
2009133$934,034$340,125$10,307iApproximate average salary by contribution assumption: employee only about $257,670 at 4% or $171,780 at 6%; with 50% employer match about $171,780 at 4% or $114,520 at 6%; with 100% employer match about $128,835 at 4% or $85,890 at 6%.
Coldstream 401(K) Plan-33$934,034$340,125$10,307iApproximate average salary by contribution assumption: employee only about $257,670 at 4% or $171,780 at 6%; with 50% employer match about $171,780 at 4% or $114,520 at 6%; with 100% employer match about $128,835 at 4% or $85,890 at 6%.
2008131$532,912$318,022$10,259iApproximate average salary by contribution assumption: employee only about $256,469 at 4% or $170,980 at 6%; with 50% employer match about $170,980 at 4% or $113,986 at 6%; with 100% employer match about $128,235 at 4% or $85,490 at 6%.
Coldstream 401(K) Plan-31$532,912$318,022$10,259iApproximate average salary by contribution assumption: employee only about $256,469 at 4% or $170,980 at 6%; with 50% employer match about $170,980 at 4% or $113,986 at 6%; with 100% employer match about $128,235 at 4% or $85,490 at 6%.
2007128$0$0-
Coldstream 401(K) Plan-28---