Brundage, Story, & Rose LLC
Plan context: Brundage, Story, & Rose LLC Profit Sharing Plan
EIN 13-5614047 • 6 filings • 4 plans
Current Snapshot
Latest Year
2001
2001 Participants
77
2001 Assets
$16,582,982
2001 Contributions
$1,049,269
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 |
|---|---|---|---|---|---|
| 2001 | 2 | 0 | $0 | $0 | - |
| Brundage, Story, & Rose LLC Profit Sharing Plan | - | 0 | - | - | - |
| Brundage, Story, & Rose LLC 401K Tax Deferred Savings Plan | - | 0 | - | - | - |
| 2000 | 2 | 77 | $16,582,982 | $1,049,269 | $13,627iApproximate average salary by contribution assumption: employee only about $340,672 at 4% or $227,115 at 6%; with 50% employer match about $227,115 at 4% or $151,410 at 6%; with 100% employer match about $170,336 at 4% or $113,557 at 6%. |
| Brundage, Story, & Rose LLC Profit Sharing Plan | - | 70 | $11,430,699 | $279,447 | $3,992iApproximate average salary by contribution assumption: employee only about $99,803 at 4% or $66,535 at 6%; with 50% employer match about $66,535 at 4% or $44,357 at 6%; with 100% employer match about $49,901 at 4% or $33,268 at 6%. |
| Brundage, Story, & Rose LLC 401K Tax Deferred Savings Plan | - | 77 | $5,152,283 | $769,822 | $9,998iApproximate average salary by contribution assumption: employee only about $249,942 at 4% or $166,628 at 6%; with 50% employer match about $166,628 at 4% or $111,085 at 6%; with 100% employer match about $124,971 at 4% or $83,314 at 6%. |
| 1999 | 2 | 75 | $15,475,886 | $1,008,812 | $13,451iApproximate average salary by contribution assumption: employee only about $336,271 at 4% or $224,180 at 6%; with 50% employer match about $224,180 at 4% or $149,454 at 6%; with 100% employer match about $168,135 at 4% or $112,090 at 6%. |
| Brundage, Story, & Rose LLC Profit Sharing Plan | - | 66 | $11,095,861 | $269,033 | $4,076iApproximate average salary by contribution assumption: employee only about $101,906 at 4% or $67,938 at 6%; with 50% employer match about $67,938 at 4% or $45,292 at 6%; with 100% employer match about $50,953 at 4% or $33,969 at 6%. |
| Brundage, Story, & Rose LLC 401K Tax Deferred Savings Plan | - | 75 | $4,380,025 | $739,779 | $9,864iApproximate average salary by contribution assumption: employee only about $246,593 at 4% or $164,395 at 6%; with 50% employer match about $164,395 at 4% or $109,597 at 6%; with 100% employer match about $123,296 at 4% or $82,198 at 6%. |