Brook & Whittle Limited
Plan context: Brook & Whittle Limited Section 401(K) Profit Sharing Plan
EIN 06-1452909 • North Branford, CT • 33 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
1,910
2024 Assets
$91,905,796
2024 Contributions
$7,423,661
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 1,910 | $91,905,796 | $7,423,661 | $3,887iApproximate average salary by contribution assumption: employee only about $97,168 at 4% or $64,779 at 6%; with 50% employer match about $64,779 at 4% or $43,186 at 6%; with 100% employer match about $48,584 at 4% or $32,389 at 6%. |
| Brook & Whittle Limited Section 401(K) Profit Sharing Plan | - | 1,795 | $91,905,796 | $7,423,661 | $4,136iApproximate average salary by contribution assumption: employee only about $103,394 at 4% or $68,929 at 6%; with 50% employer match about $68,929 at 4% or $45,953 at 6%; with 100% employer match about $51,697 at 4% or $34,465 at 6%. |
| Brook & Whittle Limited Health & Welfare Plan | - | 1,910 | - | - | - |
| 2023 | 2 | 1,696 | $64,337,583 | $7,083,709 | $4,177iApproximate average salary by contribution assumption: employee only about $104,418 at 4% or $69,612 at 6%; with 50% employer match about $69,612 at 4% or $46,408 at 6%; with 100% employer match about $52,209 at 4% or $34,806 at 6%. |
| Brook & Whittle Limited Section 401(K) Profit Sharing Plan | - | 1,475 | $64,337,583 | $7,083,709 | $4,803iApproximate average salary by contribution assumption: employee only about $120,063 at 4% or $80,042 at 6%; with 50% employer match about $80,042 at 4% or $53,361 at 6%; with 100% employer match about $60,031 at 4% or $40,021 at 6%. |
| Brook & Whittle Limited Health & Welfare Plan | - | 1,696 | - | - | - |
| 2022 | 2 | 1,891 | $55,462,359 | $5,723,396 | $3,027iApproximate average salary by contribution assumption: employee only about $75,666 at 4% or $50,444 at 6%; with 50% employer match about $50,444 at 4% or $33,629 at 6%; with 100% employer match about $37,833 at 4% or $25,222 at 6%. |
| Brook & Whittle Limited Section 401(K) Profit Sharing Plan | - | 1,659 | $55,462,359 | $5,723,396 | $3,450iApproximate average salary by contribution assumption: employee only about $86,248 at 4% or $57,498 at 6%; with 50% employer match about $57,498 at 4% or $38,332 at 6%; with 100% employer match about $43,124 at 4% or $28,749 at 6%. |
| Brook & Whittle Limited Health & Welfare Plan | - | 1,891 | - | - | - |
| 2021 | 3 | 1,186 | $77,363,631 | $9,010,045 | $7,597iApproximate average salary by contribution assumption: employee only about $189,925 at 4% or $126,617 at 6%; with 50% employer match about $126,617 at 4% or $84,411 at 6%; with 100% employer match about $94,963 at 4% or $63,308 at 6%. |
| Brook & Whittle Limited Section 401(K) Profit Sharing Plan | - | 963 | $38,681,818 | $4,454,396 | $4,626iApproximate average salary by contribution assumption: employee only about $115,639 at 4% or $77,092 at 6%; with 50% employer match about $77,092 at 4% or $51,395 at 6%; with 100% employer match about $57,819 at 4% or $38,546 at 6%. |
| Brook & Whittle Limited Section 401(K) Profit Sharing Plan | - | 963 | $38,681,813 | $4,555,649 | $4,731iApproximate average salary by contribution assumption: employee only about $118,267 at 4% or $78,845 at 6%; with 50% employer match about $78,845 at 4% or $52,563 at 6%; with 100% employer match about $59,134 at 4% or $39,422 at 6%. |
| Brook & Whittle Limited Health & Welfare Plan | - | 1,186 | - | - | - |
| 2020 | 2 | 917 | $31,353,423 | $2,819,300 | $3,074iApproximate average salary by contribution assumption: employee only about $76,862 at 4% or $51,241 at 6%; with 50% employer match about $51,241 at 4% or $34,161 at 6%; with 100% employer match about $38,431 at 4% or $25,621 at 6%. |
| Brook & Whittle Limited Section 401(K) Profit Sharing Plan | - | 777 | $31,353,423 | $2,819,300 | $3,628iApproximate average salary by contribution assumption: employee only about $90,711 at 4% or $60,474 at 6%; with 50% employer match about $60,474 at 4% or $40,316 at 6%; with 100% employer match about $45,356 at 4% or $30,237 at 6%. |
| Brook & Whittle Limited Health & Welfare Plan | - | 917 | - | - | - |
| 2019 | 2 | 947 | $8,058,704 | $438,733 | $463iApproximate average salary by contribution assumption: employee only about $11,582 at 4% or $7,721 at 6%; with 50% employer match about $7,721 at 4% or $5,148 at 6%; with 100% employer match about $5,791 at 4% or $3,861 at 6%. |
| Brook & Whittle Limited Section 401(K) Profit Sharing Plan | - | 299 | $8,058,704 | $438,733 | $1,467iApproximate average salary by contribution assumption: employee only about $36,683 at 4% or $24,456 at 6%; with 50% employer match about $24,456 at 4% or $16,304 at 6%; with 100% employer match about $18,342 at 4% or $12,228 at 6%. |
| Brook & Whittle Limited Health & Welfare Plan | - | 947 | - | - | - |
| 2018 | 2 | 420 | $7,068,209 | $423,541 | $1,008iApproximate average salary by contribution assumption: employee only about $25,211 at 4% or $16,807 at 6%; with 50% employer match about $16,807 at 4% or $11,205 at 6%; with 100% employer match about $12,605 at 4% or $8,404 at 6%. |
| Brook & Whittle Limited Section 401(K) Profit Sharing Plan | - | 256 | $7,068,209 | $423,541 | $1,654iApproximate average salary by contribution assumption: employee only about $41,361 at 4% or $27,574 at 6%; with 50% employer match about $27,574 at 4% or $18,383 at 6%; with 100% employer match about $20,681 at 4% or $13,787 at 6%. |
| Brook & Whittle Limited Health & Welfare Plan | - | 420 | - | - | - |
| 2017 | 2 | 387 | $6,568,805 | $525,209 | $1,357iApproximate average salary by contribution assumption: employee only about $33,928 at 4% or $22,619 at 6%; with 50% employer match about $22,619 at 4% or $15,079 at 6%; with 100% employer match about $16,964 at 4% or $11,309 at 6%. |
| Brook & Whittle Limited Section 401(K) Profit Sharing Plan | - | 243 | $6,568,805 | $525,209 | $2,161iApproximate average salary by contribution assumption: employee only about $54,034 at 4% or $36,023 at 6%; with 50% employer match about $36,023 at 4% or $24,015 at 6%; with 100% employer match about $27,017 at 4% or $18,011 at 6%. |
| Brook & Whittle Limited Health & Welfare Plan | - | 387 | - | - | - |
| 2016 | 2 | 353 | $5,539,461 | $269,523 | $764iApproximate average salary by contribution assumption: employee only about $19,088 at 4% or $12,725 at 6%; with 50% employer match about $12,725 at 4% or $8,484 at 6%; with 100% employer match about $9,544 at 4% or $6,363 at 6%. |
| Brook & Whittle Limited Section 401(K) Profit Sharing Plan | - | 242 | $5,539,461 | $269,523 | $1,114iApproximate average salary by contribution assumption: employee only about $27,843 at 4% or $18,562 at 6%; with 50% employer match about $18,562 at 4% or $12,375 at 6%; with 100% employer match about $13,922 at 4% or $9,281 at 6%. |
| Brook & Whittle Limited Health & Welfare Plan | - | 353 | - | - | - |
| 2015 | 2 | 209 | $5,046,453 | $263,485 | $1,261iApproximate average salary by contribution assumption: employee only about $31,517 at 4% or $21,012 at 6%; with 50% employer match about $21,012 at 4% or $14,008 at 6%; with 100% employer match about $15,759 at 4% or $10,506 at 6%. |
| Brook & Whittle Limited Section 401(K) Profit Sharing Plan | - | 209 | $5,046,453 | $263,485 | $1,261iApproximate average salary by contribution assumption: employee only about $31,517 at 4% or $21,012 at 6%; with 50% employer match about $21,012 at 4% or $14,008 at 6%; with 100% employer match about $15,759 at 4% or $10,506 at 6%. |
| Brook & Whittle Limited Health & Welfare Plan | - | 138 | - | - | - |
| 2014 | 3 | 199 | $5,051,831 | $279,952 | $1,407iApproximate average salary by contribution assumption: employee only about $35,170 at 4% or $23,447 at 6%; with 50% employer match about $23,447 at 4% or $15,631 at 6%; with 100% employer match about $17,585 at 4% or $11,723 at 6%. |
| Brook & Whittle Limited Section 401(K) Profit Sharing Plan | - | 199 | $5,051,831 | $278,452 | $1,399iApproximate average salary by contribution assumption: employee only about $34,981 at 4% or $23,321 at 6%; with 50% employer match about $23,321 at 4% or $15,547 at 6%; with 100% employer match about $17,491 at 4% or $11,660 at 6%. |
| BROOKE & WHITTLE EMPLOYEE FUND AND TRUST | - | - | - | $1,500 | - |
| Brook & Whittle Limited Health & Welfare Plan | - | 136 | - | - | - |
| 2013 | 2 | 199 | $5,187,651 | $293,613 | $1,475iApproximate average salary by contribution assumption: employee only about $36,886 at 4% or $24,591 at 6%; with 50% employer match about $24,591 at 4% or $16,394 at 6%; with 100% employer match about $18,443 at 4% or $12,295 at 6%. |
| Brook & Whittle Limited Section 401(K) Profit Sharing Plan | - | 199 | $4,975,559 | $292,113 | $1,468iApproximate average salary by contribution assumption: employee only about $36,698 at 4% or $24,465 at 6%; with 50% employer match about $24,465 at 4% or $16,310 at 6%; with 100% employer match about $18,349 at 4% or $12,233 at 6%. |
| BROOKE & WHITTLE EMPLOYEE FUND AND TRUST | - | 2 | $212,092 | $1,500 | $750iApproximate average salary by contribution assumption: employee only about $18,750 at 4% or $12,500 at 6%; with 50% employer match about $12,500 at 4% or $8,333 at 6%; with 100% employer match about $9,375 at 4% or $6,250 at 6%. |
| 2012 | 2 | 179 | $4,675,807 | $594,525 | $3,321iApproximate average salary by contribution assumption: employee only about $83,034 at 4% or $55,356 at 6%; with 50% employer match about $55,356 at 4% or $36,904 at 6%; with 100% employer match about $41,517 at 4% or $27,678 at 6%. |
| Brook & Whittle Limited Section 401(K) Profit Sharing Plan | - | 179 | $4,476,693 | $594,525 | $3,321iApproximate average salary by contribution assumption: employee only about $83,034 at 4% or $55,356 at 6%; with 50% employer match about $55,356 at 4% or $36,904 at 6%; with 100% employer match about $41,517 at 4% or $27,678 at 6%. |
| BROOKE & WHITTLE EMPLOYEE FUND AND TRUST | - | 2 | $199,114 | - | - |
| 2011 | 2 | 180 | $3,506,178 | $461,654 | $2,565iApproximate average salary by contribution assumption: employee only about $64,119 at 4% or $42,746 at 6%; with 50% employer match about $42,746 at 4% or $28,497 at 6%; with 100% employer match about $32,059 at 4% or $21,373 at 6%. |
| Brook & Whittle Limited Section 401(K) Profit Sharing Plan | - | 180 | $3,503,178 | $458,654 | $2,548iApproximate average salary by contribution assumption: employee only about $63,702 at 4% or $42,468 at 6%; with 50% employer match about $42,468 at 4% or $28,312 at 6%; with 100% employer match about $31,851 at 4% or $21,234 at 6%. |
| BROOKE WHITTLE EMPLOYEE FUND AND TRUST | - | 1 | $3,000 | $3,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| 2010 | 3 | 151 | $3,046,051 | $471,834 | $3,125iApproximate average salary by contribution assumption: employee only about $78,118 at 4% or $52,079 at 6%; with 50% employer match about $52,079 at 4% or $34,719 at 6%; with 100% employer match about $39,059 at 4% or $26,039 at 6%. |
| Brook & Whittle Limited Section 401(K) Profit Sharing Plan | - | 151 | $3,046,051 | $471,834 | $3,125iApproximate average salary by contribution assumption: employee only about $78,118 at 4% or $52,079 at 6%; with 50% employer match about $52,079 at 4% or $34,719 at 6%; with 100% employer match about $39,059 at 4% or $26,039 at 6%. |
| BROOK AND WHITTLE LIFE INSURANCE PLAN | - | 121 | - | - | - |
| BROOKE WHITTLE EMPLOYEE FUND AND TRUST | - | 2 | - | - | - |