Civic Intelligence

Bromfield Financial Advisory Group Inc.

Plan context: Bromfield Financial Advisory Group 401(K) Profit Sharing Plan

EIN 04-3584306 • Cambridge, MA • 23 filings • 4 plans

10 Rogers Street, Unit 102Cambridge, MA 02142
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$5,895,095

2024 Contributions

$95,513

Historical Graphs

Total Assets Over Time

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

$5,895,095$2,947,548$0200220132023YearValue
$5,895,095Latest year 2023

Participants Over Time

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

420200220132023YearValue
3Latest year 2023

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
202410$0$95,513-
Bromfield Financial Advisory Group 401(K) Profit Sharing Plan-0-$95,513-
202313$5,895,095$208,141$69,380iApproximate average salary by contribution assumption: employee only about $1,734,508 at 4% or $1,156,339 at 6%; with 50% employer match about $1,156,339 at 4% or $770,893 at 6%; with 100% employer match about $867,254 at 4% or $578,169 at 6%.
Bromfield Financial Advisory Group 401(K) Profit Sharing Plan-3$5,895,095$208,141$69,380iApproximate average salary by contribution assumption: employee only about $1,734,508 at 4% or $1,156,339 at 6%; with 50% employer match about $1,156,339 at 4% or $770,893 at 6%; with 100% employer match about $867,254 at 4% or $578,169 at 6%.
202214$5,015,144$143,268$35,817iApproximate average salary by contribution assumption: employee only about $895,425 at 4% or $596,950 at 6%; with 50% employer match about $596,950 at 4% or $397,967 at 6%; with 100% employer match about $447,713 at 4% or $298,475 at 6%.
Bromfield Financial Advisory Group 401(K) Profit Sharing Plan-4$5,015,144$143,268$35,817iApproximate average salary by contribution assumption: employee only about $895,425 at 4% or $596,950 at 6%; with 50% employer match about $596,950 at 4% or $397,967 at 6%; with 100% employer match about $447,713 at 4% or $298,475 at 6%.
202113$5,651,361$138,890$46,297iApproximate average salary by contribution assumption: employee only about $1,157,417 at 4% or $771,611 at 6%; with 50% employer match about $771,611 at 4% or $514,407 at 6%; with 100% employer match about $578,708 at 4% or $385,806 at 6%.
Bromfield Financial Advisory Group 401(K) Profit Sharing Plan-3$5,651,361$138,890$46,297iApproximate average salary by contribution assumption: employee only about $1,157,417 at 4% or $771,611 at 6%; with 50% employer match about $771,611 at 4% or $514,407 at 6%; with 100% employer match about $578,708 at 4% or $385,806 at 6%.
202013$4,656,717$144,359$48,120iApproximate average salary by contribution assumption: employee only about $1,202,992 at 4% or $801,994 at 6%; with 50% employer match about $801,994 at 4% or $534,663 at 6%; with 100% employer match about $601,496 at 4% or $400,997 at 6%.
Bromfield Financial Advisory Group 401(K) Profit Sharing Plan-3$4,656,717$144,359$48,120iApproximate average salary by contribution assumption: employee only about $1,202,992 at 4% or $801,994 at 6%; with 50% employer match about $801,994 at 4% or $534,663 at 6%; with 100% employer match about $601,496 at 4% or $400,997 at 6%.
201913$4,074,119$129,438$43,146iApproximate average salary by contribution assumption: employee only about $1,078,650 at 4% or $719,100 at 6%; with 50% employer match about $719,100 at 4% or $479,400 at 6%; with 100% employer match about $539,325 at 4% or $359,550 at 6%.
Bromfield Financial Advisory Group 401(K) Profit Sharing Plan-3$4,074,119$129,438$43,146iApproximate average salary by contribution assumption: employee only about $1,078,650 at 4% or $719,100 at 6%; with 50% employer match about $719,100 at 4% or $479,400 at 6%; with 100% employer match about $539,325 at 4% or $359,550 at 6%.
201813$3,232,551$127,435$42,478iApproximate average salary by contribution assumption: employee only about $1,061,958 at 4% or $707,972 at 6%; with 50% employer match about $707,972 at 4% or $471,981 at 6%; with 100% employer match about $530,979 at 4% or $353,986 at 6%.
Bromfield Financial Advisory Group 401(K) Profit Sharing Plan-3$3,232,551$127,435$42,478iApproximate average salary by contribution assumption: employee only about $1,061,958 at 4% or $707,972 at 6%; with 50% employer match about $707,972 at 4% or $471,981 at 6%; with 100% employer match about $530,979 at 4% or $353,986 at 6%.
201713$3,331,495$131,182$43,727iApproximate average salary by contribution assumption: employee only about $1,093,183 at 4% or $728,789 at 6%; with 50% employer match about $728,789 at 4% or $485,859 at 6%; with 100% employer match about $546,592 at 4% or $364,394 at 6%.
Bromfield Financial Advisory Group 401(K) Profit Sharing Plan-3$3,331,495$131,182$43,727iApproximate average salary by contribution assumption: employee only about $1,093,183 at 4% or $728,789 at 6%; with 50% employer match about $728,789 at 4% or $485,859 at 6%; with 100% employer match about $546,592 at 4% or $364,394 at 6%.
201614$2,763,961$129,555$32,389iApproximate average salary by contribution assumption: employee only about $809,719 at 4% or $539,813 at 6%; with 50% employer match about $539,813 at 4% or $359,875 at 6%; with 100% employer match about $404,859 at 4% or $269,906 at 6%.
Bromfield Financial Advisory Group 401(K) Profit Sharing Plan-4$2,763,961$129,555$32,389iApproximate average salary by contribution assumption: employee only about $809,719 at 4% or $539,813 at 6%; with 50% employer match about $539,813 at 4% or $359,875 at 6%; with 100% employer match about $404,859 at 4% or $269,906 at 6%.
201514$2,385,102$130,360$32,590iApproximate average salary by contribution assumption: employee only about $814,750 at 4% or $543,167 at 6%; with 50% employer match about $543,167 at 4% or $362,111 at 6%; with 100% employer match about $407,375 at 4% or $271,583 at 6%.
Bromfield Financial Advisory Group 401(K) Profit Sharing Plan-4$2,385,102$130,360$32,590iApproximate average salary by contribution assumption: employee only about $814,750 at 4% or $543,167 at 6%; with 50% employer match about $543,167 at 4% or $362,111 at 6%; with 100% employer match about $407,375 at 4% or $271,583 at 6%.
201414$2,283,984$119,370$29,843iApproximate average salary by contribution assumption: employee only about $746,063 at 4% or $497,375 at 6%; with 50% employer match about $497,375 at 4% or $331,583 at 6%; with 100% employer match about $373,031 at 4% or $248,688 at 6%.
Bromfield Financial Advisory Group 401(K) Profit Sharing Plan-4$2,283,984$119,370$29,843iApproximate average salary by contribution assumption: employee only about $746,063 at 4% or $497,375 at 6%; with 50% employer match about $497,375 at 4% or $331,583 at 6%; with 100% employer match about $373,031 at 4% or $248,688 at 6%.
201313$2,030,715$114,379$38,126iApproximate average salary by contribution assumption: employee only about $953,158 at 4% or $635,439 at 6%; with 50% employer match about $635,439 at 4% or $423,626 at 6%; with 100% employer match about $476,579 at 4% or $317,719 at 6%.
Bromfield Financial Advisory Group 401(K) Profit Sharing Plan-3$2,030,715$114,379$38,126iApproximate average salary by contribution assumption: employee only about $953,158 at 4% or $635,439 at 6%; with 50% employer match about $635,439 at 4% or $423,626 at 6%; with 100% employer match about $476,579 at 4% or $317,719 at 6%.
201213$1,555,158$117,630$39,210iApproximate average salary by contribution assumption: employee only about $980,250 at 4% or $653,500 at 6%; with 50% employer match about $653,500 at 4% or $435,667 at 6%; with 100% employer match about $490,125 at 4% or $326,750 at 6%.
Bromfield Financial Advisory Group 401(K) Profit Sharing Plan-3$1,555,158$117,630$39,210iApproximate average salary by contribution assumption: employee only about $980,250 at 4% or $653,500 at 6%; with 50% employer match about $653,500 at 4% or $435,667 at 6%; with 100% employer match about $490,125 at 4% or $326,750 at 6%.
201113$1,244,221$101,600$33,867iApproximate average salary by contribution assumption: employee only about $846,667 at 4% or $564,444 at 6%; with 50% employer match about $564,444 at 4% or $376,296 at 6%; with 100% employer match about $423,333 at 4% or $282,222 at 6%.
Bromfield Financial Advisory Group 401(K) Profit Sharing Plan-3$1,244,221$101,600$33,867iApproximate average salary by contribution assumption: employee only about $846,667 at 4% or $564,444 at 6%; with 50% employer match about $564,444 at 4% or $376,296 at 6%; with 100% employer match about $423,333 at 4% or $282,222 at 6%.
201013$1,160,957$99,337$33,112iApproximate average salary by contribution assumption: employee only about $827,808 at 4% or $551,872 at 6%; with 50% employer match about $551,872 at 4% or $367,915 at 6%; with 100% employer match about $413,904 at 4% or $275,936 at 6%.
Bromfield Financial Advisory Group 401(K) Profit Sharing Plan-3$1,160,957$99,337$33,112iApproximate average salary by contribution assumption: employee only about $827,808 at 4% or $551,872 at 6%; with 50% employer match about $551,872 at 4% or $367,915 at 6%; with 100% employer match about $413,904 at 4% or $275,936 at 6%.
200914$918,363$101,408$25,352iApproximate average salary by contribution assumption: employee only about $633,800 at 4% or $422,533 at 6%; with 50% employer match about $422,533 at 4% or $281,689 at 6%; with 100% employer match about $316,900 at 4% or $211,267 at 6%.
Bromfield Financial Advisory Group 401(K) Profit Sharing Plan-4$918,363$101,408$25,352iApproximate average salary by contribution assumption: employee only about $633,800 at 4% or $422,533 at 6%; with 50% employer match about $422,533 at 4% or $281,689 at 6%; with 100% employer match about $316,900 at 4% or $211,267 at 6%.
200813$623,058$86,973$28,991iApproximate average salary by contribution assumption: employee only about $724,775 at 4% or $483,183 at 6%; with 50% employer match about $483,183 at 4% or $322,122 at 6%; with 100% employer match about $362,388 at 4% or $241,592 at 6%.
Bromfield Financial Advisory Group 401(K) Profit Sharing Plan-3$623,058$86,973$28,991iApproximate average salary by contribution assumption: employee only about $724,775 at 4% or $483,183 at 6%; with 50% employer match about $483,183 at 4% or $322,122 at 6%; with 100% employer match about $362,388 at 4% or $241,592 at 6%.
200713$784,179$85,788$28,596iApproximate average salary by contribution assumption: employee only about $714,900 at 4% or $476,600 at 6%; with 50% employer match about $476,600 at 4% or $317,733 at 6%; with 100% employer match about $357,450 at 4% or $238,300 at 6%.
Bromfield Financial Advisory Group 401(K) Profit Sharing Plan-3$784,179$85,788$28,596iApproximate average salary by contribution assumption: employee only about $714,900 at 4% or $476,600 at 6%; with 50% employer match about $476,600 at 4% or $317,733 at 6%; with 100% employer match about $357,450 at 4% or $238,300 at 6%.
200613$692,415$92,379$30,793iApproximate average salary by contribution assumption: employee only about $769,825 at 4% or $513,217 at 6%; with 50% employer match about $513,217 at 4% or $342,144 at 6%; with 100% employer match about $384,913 at 4% or $256,608 at 6%.
Bromfield Financial Advisory Group 401(K) Profit Sharing Plan-3$692,415$92,379$30,793iApproximate average salary by contribution assumption: employee only about $769,825 at 4% or $513,217 at 6%; with 50% employer match about $513,217 at 4% or $342,144 at 6%; with 100% employer match about $384,913 at 4% or $256,608 at 6%.
200514$525,878$88,622$22,156iApproximate average salary by contribution assumption: employee only about $553,888 at 4% or $369,258 at 6%; with 50% employer match about $369,258 at 4% or $246,172 at 6%; with 100% employer match about $276,944 at 4% or $184,629 at 6%.
Bromfield Financial Advisory Group 401(K) Profit Sharing Plan-4$525,878$88,622$22,156iApproximate average salary by contribution assumption: employee only about $553,888 at 4% or $369,258 at 6%; with 50% employer match about $369,258 at 4% or $246,172 at 6%; with 100% employer match about $276,944 at 4% or $184,629 at 6%.
200412$410,671$61,000$30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%.
Bromfield Financial Advisory Group 401(K) Profit Sharing Plan-2$410,671$61,000$30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%.
200312$306,413$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Bromfield Financial Advisory Group 401(K) Profit Sharing Plan-2$306,413$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200212$207,016$46,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
Bromfield Financial Advisory Group 401(K) Profit Sharing Plan-2$207,016$46,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.