Civic Intelligence

Brotman Financial Group Inc.

Plan context: Brotman Financial Group Inc. 401(K) Rate Group Profit Sharing Plan

EIN 20-0426803 • Timonium, MD • 17 filings • 3 plans

16 Greenmeadow Drive, Suite 201Timonium, MD 21093
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$5,465,758

2024 Contributions

$423,763

Historical Graphs

Total Assets Over Time

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

$5,465,758$2,732,879$0200820162024YearValue
$5,465,758Latest year 2024

Participants Over Time

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

24120200820162024YearValue
23Latest 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
2024123$5,465,758$423,763$18,424iApproximate average salary by contribution assumption: employee only about $460,612 at 4% or $307,075 at 6%; with 50% employer match about $307,075 at 4% or $204,716 at 6%; with 100% employer match about $230,306 at 4% or $153,537 at 6%.
Brotman Financial Group Inc. 401(K) Rate Group Profit Sharing Plan-23$5,465,758$423,763$18,424iApproximate average salary by contribution assumption: employee only about $460,612 at 4% or $307,075 at 6%; with 50% employer match about $307,075 at 4% or $204,716 at 6%; with 100% employer match about $230,306 at 4% or $153,537 at 6%.
2023120$4,567,652$404,156$20,208iApproximate average salary by contribution assumption: employee only about $505,195 at 4% or $336,797 at 6%; with 50% employer match about $336,797 at 4% or $224,531 at 6%; with 100% employer match about $252,598 at 4% or $168,398 at 6%.
Brotman Financial Group Inc. 401(K) Rate Group Profit Sharing Plan-20$4,567,652$404,156$20,208iApproximate average salary by contribution assumption: employee only about $505,195 at 4% or $336,797 at 6%; with 50% employer match about $336,797 at 4% or $224,531 at 6%; with 100% employer match about $252,598 at 4% or $168,398 at 6%.
2022124$3,706,294$875,640$36,485iApproximate average salary by contribution assumption: employee only about $912,125 at 4% or $608,083 at 6%; with 50% employer match about $608,083 at 4% or $405,389 at 6%; with 100% employer match about $456,063 at 4% or $304,042 at 6%.
Brotman Financial Group Inc. 401(K) Rate Group Profit Sharing Plan-24$3,706,294$875,640$36,485iApproximate average salary by contribution assumption: employee only about $912,125 at 4% or $608,083 at 6%; with 50% employer match about $608,083 at 4% or $405,389 at 6%; with 100% employer match about $456,063 at 4% or $304,042 at 6%.
2021122$3,783,864$432,665$19,667iApproximate average salary by contribution assumption: employee only about $491,665 at 4% or $327,777 at 6%; with 50% employer match about $327,777 at 4% or $218,518 at 6%; with 100% employer match about $245,832 at 4% or $163,888 at 6%.
Brotman Financial Group Inc. 401(K) Rate Group Profit Sharing Plan-22$3,783,864$432,665$19,667iApproximate average salary by contribution assumption: employee only about $491,665 at 4% or $327,777 at 6%; with 50% employer match about $327,777 at 4% or $218,518 at 6%; with 100% employer match about $245,832 at 4% or $163,888 at 6%.
2020119$3,010,880$452,563$23,819iApproximate average salary by contribution assumption: employee only about $595,478 at 4% or $396,985 at 6%; with 50% employer match about $396,985 at 4% or $264,657 at 6%; with 100% employer match about $297,739 at 4% or $198,493 at 6%.
Brotman Financial Group Inc. 401(K) Rate Group Profit Sharing Plan-19$3,010,880$452,563$23,819iApproximate average salary by contribution assumption: employee only about $595,478 at 4% or $396,985 at 6%; with 50% employer match about $396,985 at 4% or $264,657 at 6%; with 100% employer match about $297,739 at 4% or $198,493 at 6%.
2019118$2,412,412$553,573$30,754iApproximate average salary by contribution assumption: employee only about $768,851 at 4% or $512,568 at 6%; with 50% employer match about $512,568 at 4% or $341,712 at 6%; with 100% employer match about $384,426 at 4% or $256,284 at 6%.
Brotman Financial Group Inc. 401(K) Rate Group Profit Sharing Plan-18$2,412,412$553,573$30,754iApproximate average salary by contribution assumption: employee only about $768,851 at 4% or $512,568 at 6%; with 50% employer match about $512,568 at 4% or $341,712 at 6%; with 100% employer match about $384,426 at 4% or $256,284 at 6%.
2018113$1,576,430$432,982$33,306iApproximate average salary by contribution assumption: employee only about $832,658 at 4% or $555,105 at 6%; with 50% employer match about $555,105 at 4% or $370,070 at 6%; with 100% employer match about $416,329 at 4% or $277,553 at 6%.
Brotman Financial Group Inc. 401(K) Rate Group Profit Sharing Plan-13$1,576,430$432,982$33,306iApproximate average salary by contribution assumption: employee only about $832,658 at 4% or $555,105 at 6%; with 50% employer match about $555,105 at 4% or $370,070 at 6%; with 100% employer match about $416,329 at 4% or $277,553 at 6%.
2017112$1,294,174$297,161$24,763iApproximate average salary by contribution assumption: employee only about $619,085 at 4% or $412,724 at 6%; with 50% employer match about $412,724 at 4% or $275,149 at 6%; with 100% employer match about $309,543 at 4% or $206,362 at 6%.
Brotman Financial Group Inc. 401(K) Rate Group Profit Sharing Plan-12$1,294,174$297,161$24,763iApproximate average salary by contribution assumption: employee only about $619,085 at 4% or $412,724 at 6%; with 50% employer match about $412,724 at 4% or $275,149 at 6%; with 100% employer match about $309,543 at 4% or $206,362 at 6%.
2016110$996,790$124,138$12,414iApproximate average salary by contribution assumption: employee only about $310,345 at 4% or $206,897 at 6%; with 50% employer match about $206,897 at 4% or $137,931 at 6%; with 100% employer match about $155,173 at 4% or $103,448 at 6%.
Brotman Financial Group Inc. 401(K) Rate Group Profit Sharing Plan-10$996,790$124,138$12,414iApproximate average salary by contribution assumption: employee only about $310,345 at 4% or $206,897 at 6%; with 50% employer match about $206,897 at 4% or $137,931 at 6%; with 100% employer match about $155,173 at 4% or $103,448 at 6%.
2015110$897,602$133,341$13,334iApproximate average salary by contribution assumption: employee only about $333,353 at 4% or $222,235 at 6%; with 50% employer match about $222,235 at 4% or $148,157 at 6%; with 100% employer match about $166,676 at 4% or $111,118 at 6%.
Brotman Financial Group Inc. 401(K) Rate Group Profit Sharing Plan-10$897,602$133,341$13,334iApproximate average salary by contribution assumption: employee only about $333,353 at 4% or $222,235 at 6%; with 50% employer match about $222,235 at 4% or $148,157 at 6%; with 100% employer match about $166,676 at 4% or $111,118 at 6%.
201418$799,930$120,645$15,081iApproximate average salary by contribution assumption: employee only about $377,016 at 4% or $251,344 at 6%; with 50% employer match about $251,344 at 4% or $167,563 at 6%; with 100% employer match about $188,508 at 4% or $125,672 at 6%.
Brotman Financial Group Inc. 401(K) Rate Group Profit Sharing Plan-8$799,930$120,645$15,081iApproximate average salary by contribution assumption: employee only about $377,016 at 4% or $251,344 at 6%; with 50% employer match about $251,344 at 4% or $167,563 at 6%; with 100% employer match about $188,508 at 4% or $125,672 at 6%.
201315$649,123$84,216$16,843iApproximate average salary by contribution assumption: employee only about $421,080 at 4% or $280,720 at 6%; with 50% employer match about $280,720 at 4% or $187,147 at 6%; with 100% employer match about $210,540 at 4% or $140,360 at 6%.
Brotman Financial Group Inc. 401(K) Rate Group Profit Sharing Plan-5$649,123$84,216$16,843iApproximate average salary by contribution assumption: employee only about $421,080 at 4% or $280,720 at 6%; with 50% employer match about $280,720 at 4% or $187,147 at 6%; with 100% employer match about $210,540 at 4% or $140,360 at 6%.
201214$452,459$65,879$16,470iApproximate average salary by contribution assumption: employee only about $411,744 at 4% or $274,496 at 6%; with 50% employer match about $274,496 at 4% or $182,997 at 6%; with 100% employer match about $205,872 at 4% or $137,248 at 6%.
Brotman Financial Group Inc. 401(K) Rate Group Profit Sharing Plan-4$452,459$65,879$16,470iApproximate average salary by contribution assumption: employee only about $411,744 at 4% or $274,496 at 6%; with 50% employer match about $274,496 at 4% or $182,997 at 6%; with 100% employer match about $205,872 at 4% or $137,248 at 6%.
201114$341,318$61,600$15,400iApproximate average salary by contribution assumption: employee only about $385,000 at 4% or $256,667 at 6%; with 50% employer match about $256,667 at 4% or $171,111 at 6%; with 100% employer match about $192,500 at 4% or $128,333 at 6%.
Brotman Financial Group Inc. 401(K) Rate Group Profit Sharing Plan-4$341,318$61,600$15,400iApproximate average salary by contribution assumption: employee only about $385,000 at 4% or $256,667 at 6%; with 50% employer match about $256,667 at 4% or $171,111 at 6%; with 100% employer match about $192,500 at 4% or $128,333 at 6%.
201013$294,436$58,636$19,545iApproximate average salary by contribution assumption: employee only about $488,633 at 4% or $325,756 at 6%; with 50% employer match about $325,756 at 4% or $217,170 at 6%; with 100% employer match about $244,317 at 4% or $162,878 at 6%.
Brotman Financial Group Inc. 401(K) Rate Group Profit Sharing Plan-3$294,436$58,636$19,545iApproximate average salary by contribution assumption: employee only about $488,633 at 4% or $325,756 at 6%; with 50% employer match about $325,756 at 4% or $217,170 at 6%; with 100% employer match about $244,317 at 4% or $162,878 at 6%.
200913$209,278$60,595$20,198iApproximate average salary by contribution assumption: employee only about $504,958 at 4% or $336,639 at 6%; with 50% employer match about $336,639 at 4% or $224,426 at 6%; with 100% employer match about $252,479 at 4% or $168,319 at 6%.
Brotman Financial Group Inc. 401(K) Rate Group Profit Sharing Plan-3$209,278$60,595$20,198iApproximate average salary by contribution assumption: employee only about $504,958 at 4% or $336,639 at 6%; with 50% employer match about $336,639 at 4% or $224,426 at 6%; with 100% employer match about $252,479 at 4% or $168,319 at 6%.
200813$111,833$146,475$48,825iApproximate average salary by contribution assumption: employee only about $1,220,625 at 4% or $813,750 at 6%; with 50% employer match about $813,750 at 4% or $542,500 at 6%; with 100% employer match about $610,313 at 4% or $406,875 at 6%.
Brotman Financial Group Inc. 401(K) Rate Group Profit Sharing Plan-3$111,833$146,475$48,825iApproximate average salary by contribution assumption: employee only about $1,220,625 at 4% or $813,750 at 6%; with 50% employer match about $813,750 at 4% or $542,500 at 6%; with 100% employer match about $610,313 at 4% or $406,875 at 6%.