Civic Intelligence

Brookstone Financial

Plan context: Brookstone Financial & 62 Sales 401(K) Profit Sharing Plan

EIN 20-1111663 • Jeffersonville, IN • 13 filings • 2 plans

2213 Allison LaneJeffersonville, IN 47130
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$269,871

2024 Contributions

$57,246

Historical Graphs

Total Assets Over Time

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

$574,325$287,163$0200920152024YearValue
$269,871Latest year 2024

Participants Over Time

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

1260200920152024YearValue
11Latest 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
2024111$269,871$57,246$5,204iApproximate average salary by contribution assumption: employee only about $130,105 at 4% or $86,736 at 6%; with 50% employer match about $86,736 at 4% or $57,824 at 6%; with 100% employer match about $65,052 at 4% or $43,368 at 6%.
Brookstone Financial & 62 Sales 401(K) Profit Sharing Plan-11$269,871$57,246$5,204iApproximate average salary by contribution assumption: employee only about $130,105 at 4% or $86,736 at 6%; with 50% employer match about $86,736 at 4% or $57,824 at 6%; with 100% employer match about $65,052 at 4% or $43,368 at 6%.
2023112$186,598$66,758$5,563iApproximate average salary by contribution assumption: employee only about $139,079 at 4% or $92,719 at 6%; with 50% employer match about $92,719 at 4% or $61,813 at 6%; with 100% employer match about $69,540 at 4% or $46,360 at 6%.
Brookstone Financial & 62 Sales 401(K) Profit Sharing Plan-12$186,598$66,758$5,563iApproximate average salary by contribution assumption: employee only about $139,079 at 4% or $92,719 at 6%; with 50% employer match about $92,719 at 4% or $61,813 at 6%; with 100% employer match about $69,540 at 4% or $46,360 at 6%.
202215$101,235$101,462$20,292iApproximate average salary by contribution assumption: employee only about $507,310 at 4% or $338,207 at 6%; with 50% employer match about $338,207 at 4% or $225,471 at 6%; with 100% employer match about $253,655 at 4% or $169,103 at 6%.
Brookstone Financial & 62 Sales 401(K) Profit Sharing Plan-5$101,235$101,462$20,292iApproximate average salary by contribution assumption: employee only about $507,310 at 4% or $338,207 at 6%; with 50% employer match about $338,207 at 4% or $225,471 at 6%; with 100% employer match about $253,655 at 4% or $169,103 at 6%.
2018110$574,325$65,250$6,525iApproximate average salary by contribution assumption: employee only about $163,125 at 4% or $108,750 at 6%; with 50% employer match about $108,750 at 4% or $72,500 at 6%; with 100% employer match about $81,563 at 4% or $54,375 at 6%.
Brookstone Financial & 62 Sales 401(K) Profit Sharing Plan-10$574,325$65,250$6,525iApproximate average salary by contribution assumption: employee only about $163,125 at 4% or $108,750 at 6%; with 50% employer match about $108,750 at 4% or $72,500 at 6%; with 100% employer match about $81,563 at 4% or $54,375 at 6%.
2017110$553,748$1,239$124iApproximate average salary by contribution assumption: employee only about $3,098 at 4% or $2,065 at 6%; with 50% employer match about $2,065 at 4% or $1,377 at 6%; with 100% employer match about $1,549 at 4% or $1,033 at 6%.
Brookstone Financial & 62 Sales 401(K) Profit Sharing Plan-10$553,748$1,239$124iApproximate average salary by contribution assumption: employee only about $3,098 at 4% or $2,065 at 6%; with 50% employer match about $2,065 at 4% or $1,377 at 6%; with 100% employer match about $1,549 at 4% or $1,033 at 6%.
201619$521,045$67,000$7,444iApproximate average salary by contribution assumption: employee only about $186,111 at 4% or $124,074 at 6%; with 50% employer match about $124,074 at 4% or $82,716 at 6%; with 100% employer match about $93,056 at 4% or $62,037 at 6%.
Brookstone Financial & 62 Sales 401(K) Profit Sharing Plan-9$521,045$67,000$7,444iApproximate average salary by contribution assumption: employee only about $186,111 at 4% or $124,074 at 6%; with 50% employer match about $124,074 at 4% or $82,716 at 6%; with 100% employer match about $93,056 at 4% or $62,037 at 6%.
201514$534,823$179,064$44,766iApproximate average salary by contribution assumption: employee only about $1,119,150 at 4% or $746,100 at 6%; with 50% employer match about $746,100 at 4% or $497,400 at 6%; with 100% employer match about $559,575 at 4% or $373,050 at 6%.
Brookstone Financial & 62 Sales 401(K) Profit Sharing Plan-4$534,823$179,064$44,766iApproximate average salary by contribution assumption: employee only about $1,119,150 at 4% or $746,100 at 6%; with 50% employer match about $746,100 at 4% or $497,400 at 6%; with 100% employer match about $559,575 at 4% or $373,050 at 6%.
201418$414,886$81,000$10,125iApproximate average salary by contribution assumption: employee only about $253,125 at 4% or $168,750 at 6%; with 50% employer match about $168,750 at 4% or $112,500 at 6%; with 100% employer match about $126,563 at 4% or $84,375 at 6%.
Brookstone Financial & 62 Sales 401(K) Profit Sharing Plan-8$414,886$81,000$10,125iApproximate average salary by contribution assumption: employee only about $253,125 at 4% or $168,750 at 6%; with 50% employer match about $168,750 at 4% or $112,500 at 6%; with 100% employer match about $126,563 at 4% or $84,375 at 6%.
201315$325,728$0-
Brookstone Financial & 62 Sales 401(K) Profit Sharing Plan-5$325,728--
201215$297,037$66,899$13,380iApproximate average salary by contribution assumption: employee only about $334,495 at 4% or $222,997 at 6%; with 50% employer match about $222,997 at 4% or $148,664 at 6%; with 100% employer match about $167,248 at 4% or $111,498 at 6%.
Brookstone Financial & 62 Sales 401(K) Profit Sharing Plan-5$297,037$66,899$13,380iApproximate average salary by contribution assumption: employee only about $334,495 at 4% or $222,997 at 6%; with 50% employer match about $222,997 at 4% or $148,664 at 6%; with 100% employer match about $167,248 at 4% or $111,498 at 6%.
201114$216,881$120,655$30,164iApproximate average salary by contribution assumption: employee only about $754,094 at 4% or $502,729 at 6%; with 50% employer match about $502,729 at 4% or $335,153 at 6%; with 100% employer match about $377,047 at 4% or $251,365 at 6%.
Brookstone Financial & 62 Sales 401(K) Profit Sharing Plan-4$216,881$120,655$30,164iApproximate average salary by contribution assumption: employee only about $754,094 at 4% or $502,729 at 6%; with 50% employer match about $502,729 at 4% or $335,153 at 6%; with 100% employer match about $377,047 at 4% or $251,365 at 6%.
201012$99,129$0-
Brookstone Financial & 62 Sales 401(K) Profit Sharing Plan-2$99,129$0-
200912$94,818$94,818$47,409iApproximate average salary by contribution assumption: employee only about $1,185,225 at 4% or $790,150 at 6%; with 50% employer match about $790,150 at 4% or $526,767 at 6%; with 100% employer match about $592,613 at 4% or $395,075 at 6%.
Brookstone Financial & 62 Sales 401(K) Profit Sharing Plan-2$94,818$94,818$47,409iApproximate average salary by contribution assumption: employee only about $1,185,225 at 4% or $790,150 at 6%; with 50% employer match about $790,150 at 4% or $526,767 at 6%; with 100% employer match about $592,613 at 4% or $395,075 at 6%.