Civic Intelligence

Brookwood Financial Partners LLC

Plan context: Brookwood Financial Partners LLC 401(K) Plan

EIN 04-3190521 • Beverly, MA • 32 filings • 5 plans

138 Conant StreetBeverly, MA 01915
Current Snapshot

Latest Year

2024

2024 Participants

86

2024 Assets

$13,858,544

2024 Contributions

$881,872

Historical Graphs

Total Assets Over Time

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

$13,858,544$6,929,272$0200120132024YearValue
$13,858,544Latest year 2024

Participants Over Time

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

122610200120132024YearValue
86Latest 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
2024186$13,858,544$881,872$10,254iApproximate average salary by contribution assumption: employee only about $256,358 at 4% or $170,905 at 6%; with 50% employer match about $170,905 at 4% or $113,937 at 6%; with 100% employer match about $128,179 at 4% or $85,453 at 6%.
Brookwood Financial Partners LLC 401(K) Plan-86$13,858,544$881,872$10,254iApproximate average salary by contribution assumption: employee only about $256,358 at 4% or $170,905 at 6%; with 50% employer match about $170,905 at 4% or $113,937 at 6%; with 100% employer match about $128,179 at 4% or $85,453 at 6%.
2023299$12,391,368$1,083,207$10,941iApproximate average salary by contribution assumption: employee only about $273,537 at 4% or $182,358 at 6%; with 50% employer match about $182,358 at 4% or $121,572 at 6%; with 100% employer match about $136,769 at 4% or $91,179 at 6%.
Brookwood Financial Partners LLC 401(K) Plan-99$12,391,368$1,083,207$10,941iApproximate average salary by contribution assumption: employee only about $273,537 at 4% or $182,358 at 6%; with 50% employer match about $182,358 at 4% or $121,572 at 6%; with 100% employer match about $136,769 at 4% or $91,179 at 6%.
Brookwood Financial Partners Health & Welfare Plan-86---
20222101$9,954,512$897,322$8,884iApproximate average salary by contribution assumption: employee only about $222,109 at 4% or $148,073 at 6%; with 50% employer match about $148,073 at 4% or $98,715 at 6%; with 100% employer match about $111,055 at 4% or $74,036 at 6%.
Brookwood Financial Partners LLC 401(K) Plan-101$9,954,512$897,322$8,884iApproximate average salary by contribution assumption: employee only about $222,109 at 4% or $148,073 at 6%; with 50% employer match about $148,073 at 4% or $98,715 at 6%; with 100% employer match about $111,055 at 4% or $74,036 at 6%.
Brookwood Financial Partners Health & Welfare Plan-101---
20212109$11,805,181$1,058,268$9,709iApproximate average salary by contribution assumption: employee only about $242,722 at 4% or $161,815 at 6%; with 50% employer match about $161,815 at 4% or $107,876 at 6%; with 100% employer match about $121,361 at 4% or $80,907 at 6%.
Brookwood Financial Partners LLC 401(K) Plan-109$11,805,181$1,058,268$9,709iApproximate average salary by contribution assumption: employee only about $242,722 at 4% or $161,815 at 6%; with 50% employer match about $161,815 at 4% or $107,876 at 6%; with 100% employer match about $121,361 at 4% or $80,907 at 6%.
Brookwood Financial Partners Health & Welfare Plan-101---
20202105$10,334,325$908,046$8,648iApproximate average salary by contribution assumption: employee only about $216,201 at 4% or $144,134 at 6%; with 50% employer match about $144,134 at 4% or $96,090 at 6%; with 100% employer match about $108,101 at 4% or $72,067 at 6%.
Brookwood Financial Partners LLC 401(K) Plan-105$10,334,325$908,046$8,648iApproximate average salary by contribution assumption: employee only about $216,201 at 4% or $144,134 at 6%; with 50% employer match about $144,134 at 4% or $96,090 at 6%; with 100% employer match about $108,101 at 4% or $72,067 at 6%.
Brookwood Financial Partners Health & Welfare Plan-102---
20192109$8,859,010$845,483$7,757iApproximate average salary by contribution assumption: employee only about $193,918 at 4% or $129,279 at 6%; with 50% employer match about $129,279 at 4% or $86,186 at 6%; with 100% employer match about $96,959 at 4% or $64,639 at 6%.
Brookwood Financial Partners LLC 401(K) Plan-109$8,859,010$845,483$7,757iApproximate average salary by contribution assumption: employee only about $193,918 at 4% or $129,279 at 6%; with 50% employer match about $129,279 at 4% or $86,186 at 6%; with 100% employer match about $96,959 at 4% or $64,639 at 6%.
Brookwood Financial Partners Health & Welfare Plan-103---
20182117$6,727,103$1,040,144$8,890iApproximate average salary by contribution assumption: employee only about $222,253 at 4% or $148,169 at 6%; with 50% employer match about $148,169 at 4% or $98,779 at 6%; with 100% employer match about $111,126 at 4% or $74,084 at 6%.
Brookwood Financial Partners LLC 401(K) Plan-117$6,727,103$1,040,144$8,890iApproximate average salary by contribution assumption: employee only about $222,253 at 4% or $148,169 at 6%; with 50% employer match about $148,169 at 4% or $98,779 at 6%; with 100% employer match about $111,126 at 4% or $74,084 at 6%.
Brookwood Financial Partners Health & Welfare Plan-106---
20172122$6,463,282$811,831$6,654iApproximate average salary by contribution assumption: employee only about $166,359 at 4% or $110,906 at 6%; with 50% employer match about $110,906 at 4% or $73,937 at 6%; with 100% employer match about $83,179 at 4% or $55,453 at 6%.
Brookwood Financial Partners LLC 401(K) Plan-122$6,463,282$811,831$6,654iApproximate average salary by contribution assumption: employee only about $166,359 at 4% or $110,906 at 6%; with 50% employer match about $110,906 at 4% or $73,937 at 6%; with 100% employer match about $83,179 at 4% or $55,453 at 6%.
Brookwood Financial Partners Health & Welfare Plan-113---
20162117$5,253,048$676,921$5,786iApproximate average salary by contribution assumption: employee only about $144,641 at 4% or $96,427 at 6%; with 50% employer match about $96,427 at 4% or $64,285 at 6%; with 100% employer match about $72,321 at 4% or $48,214 at 6%.
Brookwood Financial Partners LLC 401(K) Plan-110$5,253,048$676,921$6,154iApproximate average salary by contribution assumption: employee only about $153,846 at 4% or $102,564 at 6%; with 50% employer match about $102,564 at 4% or $68,376 at 6%; with 100% employer match about $76,923 at 4% or $51,282 at 6%.
Brookwood Financial Partners Health & Welfare Plan-117---
2015159$4,374,336$399,862$6,777iApproximate average salary by contribution assumption: employee only about $169,433 at 4% or $112,955 at 6%; with 50% employer match about $112,955 at 4% or $75,304 at 6%; with 100% employer match about $84,717 at 4% or $56,478 at 6%.
Brookwood Financial Partners LLC 401(K) Plan-59$4,374,336$399,862$6,777iApproximate average salary by contribution assumption: employee only about $169,433 at 4% or $112,955 at 6%; with 50% employer match about $112,955 at 4% or $75,304 at 6%; with 100% employer match about $84,717 at 4% or $56,478 at 6%.
2014144$4,437,843$414,871$9,429iApproximate average salary by contribution assumption: employee only about $235,722 at 4% or $157,148 at 6%; with 50% employer match about $157,148 at 4% or $104,765 at 6%; with 100% employer match about $117,861 at 4% or $78,574 at 6%.
Brookwood Financial Partners LLC 401(K) Plan-44$4,437,843$414,871$9,429iApproximate average salary by contribution assumption: employee only about $235,722 at 4% or $157,148 at 6%; with 50% employer match about $157,148 at 4% or $104,765 at 6%; with 100% employer match about $117,861 at 4% or $78,574 at 6%.
2013143$4,096,926$352,305$8,193iApproximate average salary by contribution assumption: employee only about $204,828 at 4% or $136,552 at 6%; with 50% employer match about $136,552 at 4% or $91,035 at 6%; with 100% employer match about $102,414 at 4% or $68,276 at 6%.
Brookwood Financial Partners LLC 401(K) Plan-43$4,096,926$352,305$8,193iApproximate average salary by contribution assumption: employee only about $204,828 at 4% or $136,552 at 6%; with 50% employer match about $136,552 at 4% or $91,035 at 6%; with 100% employer match about $102,414 at 4% or $68,276 at 6%.
2012144$3,046,499$318,336$7,235iApproximate average salary by contribution assumption: employee only about $180,873 at 4% or $120,582 at 6%; with 50% employer match about $120,582 at 4% or $80,388 at 6%; with 100% employer match about $90,436 at 4% or $60,291 at 6%.
Brookwood Financial Partners LLC 401(K) Plan-44$3,046,499$318,336$7,235iApproximate average salary by contribution assumption: employee only about $180,873 at 4% or $120,582 at 6%; with 50% employer match about $120,582 at 4% or $80,388 at 6%; with 100% employer match about $90,436 at 4% or $60,291 at 6%.
2011143$2,457,945$265,989$6,186iApproximate average salary by contribution assumption: employee only about $154,645 at 4% or $103,097 at 6%; with 50% employer match about $103,097 at 4% or $68,731 at 6%; with 100% employer match about $77,322 at 4% or $51,548 at 6%.
Brookwood Financial Partners LLC 401(K) Plan-43$2,457,945$265,989$6,186iApproximate average salary by contribution assumption: employee only about $154,645 at 4% or $103,097 at 6%; with 50% employer match about $103,097 at 4% or $68,731 at 6%; with 100% employer match about $77,322 at 4% or $51,548 at 6%.
2010141$2,516,803$246,810$6,020iApproximate average salary by contribution assumption: employee only about $150,494 at 4% or $100,329 at 6%; with 50% employer match about $100,329 at 4% or $66,886 at 6%; with 100% employer match about $75,247 at 4% or $50,165 at 6%.
Brookwood Financial Partners LLC 401(K) Plan-41$2,516,803$246,810$6,020iApproximate average salary by contribution assumption: employee only about $150,494 at 4% or $100,329 at 6%; with 50% employer match about $100,329 at 4% or $66,886 at 6%; with 100% employer match about $75,247 at 4% or $50,165 at 6%.
2009140$2,274,442$243,691$6,092iApproximate average salary by contribution assumption: employee only about $152,307 at 4% or $101,538 at 6%; with 50% employer match about $101,538 at 4% or $67,692 at 6%; with 100% employer match about $76,153 at 4% or $50,769 at 6%.
Brookwood Financial Partners LLC 401(K) Plan-40$2,274,442$243,691$6,092iApproximate average salary by contribution assumption: employee only about $152,307 at 4% or $101,538 at 6%; with 50% employer match about $101,538 at 4% or $67,692 at 6%; with 100% employer match about $76,153 at 4% or $50,769 at 6%.
2008142$1,535,340$383,497$9,131iApproximate average salary by contribution assumption: employee only about $228,272 at 4% or $152,181 at 6%; with 50% employer match about $152,181 at 4% or $101,454 at 6%; with 100% employer match about $114,136 at 4% or $76,091 at 6%.
Brookwood Financial Partners LLC 401(K) Plan-42$1,535,340$383,497$9,131iApproximate average salary by contribution assumption: employee only about $228,272 at 4% or $152,181 at 6%; with 50% employer match about $152,181 at 4% or $101,454 at 6%; with 100% employer match about $114,136 at 4% or $76,091 at 6%.
2007138$2,086,604$483,787$12,731iApproximate average salary by contribution assumption: employee only about $318,281 at 4% or $212,187 at 6%; with 50% employer match about $212,187 at 4% or $141,458 at 6%; with 100% employer match about $159,140 at 4% or $106,094 at 6%.
Brookwood Financial Partners LLC 401(K) Plan-38$2,086,604$483,787$12,731iApproximate average salary by contribution assumption: employee only about $318,281 at 4% or $212,187 at 6%; with 50% employer match about $212,187 at 4% or $141,458 at 6%; with 100% employer match about $159,140 at 4% or $106,094 at 6%.
2006129$1,597,880$304,347$10,495iApproximate average salary by contribution assumption: employee only about $262,368 at 4% or $174,912 at 6%; with 50% employer match about $174,912 at 4% or $116,608 at 6%; with 100% employer match about $131,184 at 4% or $87,456 at 6%.
Brookwood Financial Partners LLC 401(K) Plan-29$1,597,880$304,347$10,495iApproximate average salary by contribution assumption: employee only about $262,368 at 4% or $174,912 at 6%; with 50% employer match about $174,912 at 4% or $116,608 at 6%; with 100% employer match about $131,184 at 4% or $87,456 at 6%.
2005129$1,097,702$208,752$7,198iApproximate average salary by contribution assumption: employee only about $179,959 at 4% or $119,972 at 6%; with 50% employer match about $119,972 at 4% or $79,982 at 6%; with 100% employer match about $89,979 at 4% or $59,986 at 6%.
Brookwood Financial Partners LLC 401(K) Plan-29$1,097,702$208,752$7,198iApproximate average salary by contribution assumption: employee only about $179,959 at 4% or $119,972 at 6%; with 50% employer match about $119,972 at 4% or $79,982 at 6%; with 100% employer match about $89,979 at 4% or $59,986 at 6%.
2004151$827,035$172,217$3,377iApproximate average salary by contribution assumption: employee only about $84,420 at 4% or $56,280 at 6%; with 50% employer match about $56,280 at 4% or $37,520 at 6%; with 100% employer match about $42,210 at 4% or $28,140 at 6%.
Brookwood Financial Partners LLC 401(K) Plan-51$827,035$172,217$3,377iApproximate average salary by contribution assumption: employee only about $84,420 at 4% or $56,280 at 6%; with 50% employer match about $56,280 at 4% or $37,520 at 6%; with 100% employer match about $42,210 at 4% or $28,140 at 6%.
2003125$582,201$166,483$6,659iApproximate average salary by contribution assumption: employee only about $166,483 at 4% or $110,989 at 6%; with 50% employer match about $110,989 at 4% or $73,992 at 6%; with 100% employer match about $83,242 at 4% or $55,494 at 6%.
Brookwood Financial Partners LLC 401(K) Plan-25$582,201$166,483$6,659iApproximate average salary by contribution assumption: employee only about $166,483 at 4% or $110,989 at 6%; with 50% employer match about $110,989 at 4% or $73,992 at 6%; with 100% employer match about $83,242 at 4% or $55,494 at 6%.
2002123$318,319$129,387$5,626iApproximate average salary by contribution assumption: employee only about $140,638 at 4% or $93,759 at 6%; with 50% employer match about $93,759 at 4% or $62,506 at 6%; with 100% employer match about $70,319 at 4% or $46,879 at 6%.
Brookwood Financial Partners LLC 401(K) Plan-23$318,319$129,387$5,626iApproximate average salary by contribution assumption: employee only about $140,638 at 4% or $93,759 at 6%; with 50% employer match about $93,759 at 4% or $62,506 at 6%; with 100% employer match about $70,319 at 4% or $46,879 at 6%.
2001123$272,472$128,720$5,597iApproximate average salary by contribution assumption: employee only about $139,913 at 4% or $93,275 at 6%; with 50% employer match about $93,275 at 4% or $62,184 at 6%; with 100% employer match about $69,957 at 4% or $46,638 at 6%.
Brookwood Financial Partners LLC 401(K) Plan-23$272,472$128,720$5,597iApproximate average salary by contribution assumption: employee only about $139,913 at 4% or $93,275 at 6%; with 50% employer match about $93,275 at 4% or $62,184 at 6%; with 100% employer match about $69,957 at 4% or $46,638 at 6%.