Civic Intelligence

Brook Wealth Management LLC

Plan context: Brook Wealth Management LLC

EIN 06-1540435 • Rocky Hill, CT • 17 filings • 5 plans

1090 Elm Street Ste 102Rocky Hill, CT 06067
Current Snapshot

Latest Year

2022

2022 Participants

3

2022 Assets

$1,130,672

2022 Contributions

$41,936

Historical Graphs

Total Assets Over Time

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

$1,130,672$565,336$0200520142021YearValue
$1,130,672Latest year 2021

Participants Over Time

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

740200520142021YearValue
3Latest year 2021

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
202210$0$41,936-
Brook Wealth Management LLC-0$0$41,936-
202113$1,130,672$43,189$14,396iApproximate average salary by contribution assumption: employee only about $359,908 at 4% or $239,939 at 6%; with 50% employer match about $239,939 at 4% or $159,959 at 6%; with 100% employer match about $179,954 at 4% or $119,969 at 6%.
Brook Wealth Management LLC-3$1,130,672$43,189$14,396iApproximate average salary by contribution assumption: employee only about $359,908 at 4% or $239,939 at 6%; with 50% employer match about $239,939 at 4% or $159,959 at 6%; with 100% employer match about $179,954 at 4% or $119,969 at 6%.
202013$929,159$40,456$13,485iApproximate average salary by contribution assumption: employee only about $337,133 at 4% or $224,756 at 6%; with 50% employer match about $224,756 at 4% or $149,837 at 6%; with 100% employer match about $168,567 at 4% or $112,378 at 6%.
Brook Wealth Management LLC-3$929,159$40,456$13,485iApproximate average salary by contribution assumption: employee only about $337,133 at 4% or $224,756 at 6%; with 50% employer match about $224,756 at 4% or $149,837 at 6%; with 100% employer match about $168,567 at 4% or $112,378 at 6%.
201913$765,815$38,612$12,871iApproximate average salary by contribution assumption: employee only about $321,767 at 4% or $214,511 at 6%; with 50% employer match about $214,511 at 4% or $143,007 at 6%; with 100% employer match about $160,883 at 4% or $107,256 at 6%.
Brook Wealth Management LLC-3$765,815$38,612$12,871iApproximate average salary by contribution assumption: employee only about $321,767 at 4% or $214,511 at 6%; with 50% employer match about $214,511 at 4% or $143,007 at 6%; with 100% employer match about $160,883 at 4% or $107,256 at 6%.
201813$582,483$38,078$12,693iApproximate average salary by contribution assumption: employee only about $317,317 at 4% or $211,544 at 6%; with 50% employer match about $211,544 at 4% or $141,030 at 6%; with 100% employer match about $158,658 at 4% or $105,772 at 6%.
Brook Wealth Management LLC-3$582,483$38,078$12,693iApproximate average salary by contribution assumption: employee only about $317,317 at 4% or $211,544 at 6%; with 50% employer match about $211,544 at 4% or $141,030 at 6%; with 100% employer match about $158,658 at 4% or $105,772 at 6%.
201713$615,209$37,309$12,436iApproximate average salary by contribution assumption: employee only about $310,908 at 4% or $207,272 at 6%; with 50% employer match about $207,272 at 4% or $138,181 at 6%; with 100% employer match about $155,454 at 4% or $103,636 at 6%.
Brook Wealth Management LLC-3$615,209$37,309$12,436iApproximate average salary by contribution assumption: employee only about $310,908 at 4% or $207,272 at 6%; with 50% employer match about $207,272 at 4% or $138,181 at 6%; with 100% employer match about $155,454 at 4% or $103,636 at 6%.
201613$491,268$39,239$13,080iApproximate average salary by contribution assumption: employee only about $326,992 at 4% or $217,994 at 6%; with 50% employer match about $217,994 at 4% or $145,330 at 6%; with 100% employer match about $163,496 at 4% or $108,997 at 6%.
Brook Wealth Management LLC-3$491,268$39,239$13,080iApproximate average salary by contribution assumption: employee only about $326,992 at 4% or $217,994 at 6%; with 50% employer match about $217,994 at 4% or $145,330 at 6%; with 100% employer match about $163,496 at 4% or $108,997 at 6%.
201513$412,708$41,806$13,935iApproximate average salary by contribution assumption: employee only about $348,383 at 4% or $232,256 at 6%; with 50% employer match about $232,256 at 4% or $154,837 at 6%; with 100% employer match about $174,192 at 4% or $116,128 at 6%.
Brook Wealth Management LLC-3$412,708$41,806$13,935iApproximate average salary by contribution assumption: employee only about $348,383 at 4% or $232,256 at 6%; with 50% employer match about $232,256 at 4% or $154,837 at 6%; with 100% employer match about $174,192 at 4% or $116,128 at 6%.
201413$369,513$39,110$13,037iApproximate average salary by contribution assumption: employee only about $325,917 at 4% or $217,278 at 6%; with 50% employer match about $217,278 at 4% or $144,852 at 6%; with 100% employer match about $162,958 at 4% or $108,639 at 6%.
Brook Wealth Management LLC-3$369,513$39,110$13,037iApproximate average salary by contribution assumption: employee only about $325,917 at 4% or $217,278 at 6%; with 50% employer match about $217,278 at 4% or $144,852 at 6%; with 100% employer match about $162,958 at 4% or $108,639 at 6%.
201313$308,968$36,090$12,030iApproximate average salary by contribution assumption: employee only about $300,750 at 4% or $200,500 at 6%; with 50% employer match about $200,500 at 4% or $133,667 at 6%; with 100% employer match about $150,375 at 4% or $100,250 at 6%.
Brook Wealth Management LLC-3$308,968$36,090$12,030iApproximate average salary by contribution assumption: employee only about $300,750 at 4% or $200,500 at 6%; with 50% employer match about $200,500 at 4% or $133,667 at 6%; with 100% employer match about $150,375 at 4% or $100,250 at 6%.
201213$231,938$30,055$10,018iApproximate average salary by contribution assumption: employee only about $250,458 at 4% or $166,972 at 6%; with 50% employer match about $166,972 at 4% or $111,315 at 6%; with 100% employer match about $125,229 at 4% or $83,486 at 6%.
Brook Wealth Management LLC-3$231,938$30,055$10,018iApproximate average salary by contribution assumption: employee only about $250,458 at 4% or $166,972 at 6%; with 50% employer match about $166,972 at 4% or $111,315 at 6%; with 100% employer match about $125,229 at 4% or $83,486 at 6%.
201113$181,528$28,472$9,491iApproximate average salary by contribution assumption: employee only about $237,267 at 4% or $158,178 at 6%; with 50% employer match about $158,178 at 4% or $105,452 at 6%; with 100% employer match about $118,633 at 4% or $79,089 at 6%.
Brook Wealth Management LLC-3$181,528$28,472$9,491iApproximate average salary by contribution assumption: employee only about $237,267 at 4% or $158,178 at 6%; with 50% employer match about $158,178 at 4% or $105,452 at 6%; with 100% employer match about $118,633 at 4% or $79,089 at 6%.
201013$158,148$25,969$8,656iApproximate average salary by contribution assumption: employee only about $216,408 at 4% or $144,272 at 6%; with 50% employer match about $144,272 at 4% or $96,181 at 6%; with 100% employer match about $108,204 at 4% or $72,136 at 6%.
Brook Wealth Management LLC-3$158,148$25,969$8,656iApproximate average salary by contribution assumption: employee only about $216,408 at 4% or $144,272 at 6%; with 50% employer match about $144,272 at 4% or $96,181 at 6%; with 100% employer match about $108,204 at 4% or $72,136 at 6%.
200913$117,812$28,570$9,523iApproximate average salary by contribution assumption: employee only about $238,083 at 4% or $158,722 at 6%; with 50% employer match about $158,722 at 4% or $105,815 at 6%; with 100% employer match about $119,042 at 4% or $79,361 at 6%.
Brook Wealth Management LLC-3$117,812$28,570$9,523iApproximate average salary by contribution assumption: employee only about $238,083 at 4% or $158,722 at 6%; with 50% employer match about $158,722 at 4% or $105,815 at 6%; with 100% employer match about $119,042 at 4% or $79,361 at 6%.
200816$64,920$30,801$5,134iApproximate average salary by contribution assumption: employee only about $128,338 at 4% or $85,558 at 6%; with 50% employer match about $85,558 at 4% or $57,039 at 6%; with 100% employer match about $64,169 at 4% or $42,779 at 6%.
Brook Wealth Management LLC-6$64,920$30,801$5,134iApproximate average salary by contribution assumption: employee only about $128,338 at 4% or $85,558 at 6%; with 50% employer match about $85,558 at 4% or $57,039 at 6%; with 100% employer match about $64,169 at 4% or $42,779 at 6%.
200617$50,705$41,694$5,956iApproximate average salary by contribution assumption: employee only about $148,907 at 4% or $99,271 at 6%; with 50% employer match about $99,271 at 4% or $66,181 at 6%; with 100% employer match about $74,454 at 4% or $49,636 at 6%.
Brook Wealth Management LLC-7$50,705$41,694$5,956iApproximate average salary by contribution assumption: employee only about $148,907 at 4% or $99,271 at 6%; with 50% employer match about $99,271 at 4% or $66,181 at 6%; with 100% employer match about $74,454 at 4% or $49,636 at 6%.
200517$6,049$6,038$863iApproximate average salary by contribution assumption: employee only about $21,564 at 4% or $14,376 at 6%; with 50% employer match about $14,376 at 4% or $9,584 at 6%; with 100% employer match about $10,782 at 4% or $7,188 at 6%.
Brook Wealth Management LLC-7$6,049$6,038$863iApproximate average salary by contribution assumption: employee only about $21,564 at 4% or $14,376 at 6%; with 50% employer match about $14,376 at 4% or $9,584 at 6%; with 100% employer match about $10,782 at 4% or $7,188 at 6%.