Brown & Mary LLC
Plan context: Brown & Mary LLC 401(K) Profit Sharing Plan & Trust
EIN 20-4670683 • Mandeville, LA • 12 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$1,638,110
2024 Contributions
$144,892
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 | 1 | 3 | $1,638,110 | $144,892 | $48,297iApproximate average salary by contribution assumption: employee only about $1,207,433 at 4% or $804,956 at 6%; with 50% employer match about $804,956 at 4% or $536,637 at 6%; with 100% employer match about $603,717 at 4% or $402,478 at 6%. |
| Brown & Mary LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $1,638,110 | $144,892 | $48,297iApproximate average salary by contribution assumption: employee only about $1,207,433 at 4% or $804,956 at 6%; with 50% employer match about $804,956 at 4% or $536,637 at 6%; with 100% employer match about $603,717 at 4% or $402,478 at 6%. |
| 2023 | 1 | 3 | $1,378,549 | $125,311 | $41,770iApproximate average salary by contribution assumption: employee only about $1,044,258 at 4% or $696,172 at 6%; with 50% employer match about $696,172 at 4% or $464,115 at 6%; with 100% employer match about $522,129 at 4% or $348,086 at 6%. |
| Brown & Mary LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $1,378,549 | $125,311 | $41,770iApproximate average salary by contribution assumption: employee only about $1,044,258 at 4% or $696,172 at 6%; with 50% employer match about $696,172 at 4% or $464,115 at 6%; with 100% employer match about $522,129 at 4% or $348,086 at 6%. |
| 2022 | 1 | 3 | $1,098,095 | $134,480 | $44,827iApproximate average salary by contribution assumption: employee only about $1,120,667 at 4% or $747,111 at 6%; with 50% employer match about $747,111 at 4% or $498,074 at 6%; with 100% employer match about $560,333 at 4% or $373,556 at 6%. |
| Brown & Mary LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $1,098,095 | $134,480 | $44,827iApproximate average salary by contribution assumption: employee only about $1,120,667 at 4% or $747,111 at 6%; with 50% employer match about $747,111 at 4% or $498,074 at 6%; with 100% employer match about $560,333 at 4% or $373,556 at 6%. |
| 2021 | 1 | 3 | $1,224,544 | $147,057 | $49,019iApproximate average salary by contribution assumption: employee only about $1,225,475 at 4% or $816,983 at 6%; with 50% employer match about $816,983 at 4% or $544,656 at 6%; with 100% employer match about $612,738 at 4% or $408,492 at 6%. |
| Brown & Mary LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $1,224,544 | $147,057 | $49,019iApproximate average salary by contribution assumption: employee only about $1,225,475 at 4% or $816,983 at 6%; with 50% employer match about $816,983 at 4% or $544,656 at 6%; with 100% employer match about $612,738 at 4% or $408,492 at 6%. |
| 2020 | 1 | 3 | $882,822 | $46,016 | $15,339iApproximate average salary by contribution assumption: employee only about $383,467 at 4% or $255,644 at 6%; with 50% employer match about $255,644 at 4% or $170,430 at 6%; with 100% employer match about $191,733 at 4% or $127,822 at 6%. |
| Brown & Mary LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $882,822 | $46,016 | $15,339iApproximate average salary by contribution assumption: employee only about $383,467 at 4% or $255,644 at 6%; with 50% employer match about $255,644 at 4% or $170,430 at 6%; with 100% employer match about $191,733 at 4% or $127,822 at 6%. |
| 2019 | 1 | 4 | $740,122 | $49,238 | $12,310iApproximate average salary by contribution assumption: employee only about $307,738 at 4% or $205,158 at 6%; with 50% employer match about $205,158 at 4% or $136,772 at 6%; with 100% employer match about $153,869 at 4% or $102,579 at 6%. |
| Brown & Mary LLC 401(K) Profit Sharing Plan & Trust | - | 4 | $740,122 | $49,238 | $12,310iApproximate average salary by contribution assumption: employee only about $307,738 at 4% or $205,158 at 6%; with 50% employer match about $205,158 at 4% or $136,772 at 6%; with 100% employer match about $153,869 at 4% or $102,579 at 6%. |
| 2018 | 1 | 4 | $532,152 | $48,302 | $12,076iApproximate average salary by contribution assumption: employee only about $301,888 at 4% or $201,258 at 6%; with 50% employer match about $201,258 at 4% or $134,172 at 6%; with 100% employer match about $150,944 at 4% or $100,629 at 6%. |
| Brown & Mary LLC 401(K) Profit Sharing Plan & Trust | - | 4 | $532,152 | $48,302 | $12,076iApproximate average salary by contribution assumption: employee only about $301,888 at 4% or $201,258 at 6%; with 50% employer match about $201,258 at 4% or $134,172 at 6%; with 100% employer match about $150,944 at 4% or $100,629 at 6%. |
| 2016 | 1 | 5 | $443,842 | $46,345 | $9,269iApproximate average salary by contribution assumption: employee only about $231,725 at 4% or $154,483 at 6%; with 50% employer match about $154,483 at 4% or $102,989 at 6%; with 100% employer match about $115,863 at 4% or $77,242 at 6%. |
| Brown & Mary LLC 401(K) Profit Sharing Plan & Trust | - | 5 | $443,842 | $46,345 | $9,269iApproximate average salary by contribution assumption: employee only about $231,725 at 4% or $154,483 at 6%; with 50% employer match about $154,483 at 4% or $102,989 at 6%; with 100% employer match about $115,863 at 4% or $77,242 at 6%. |
| 2015 | 1 | 4 | $361,646 | $47,782 | $11,946iApproximate average salary by contribution assumption: employee only about $298,638 at 4% or $199,092 at 6%; with 50% employer match about $199,092 at 4% or $132,728 at 6%; with 100% employer match about $149,319 at 4% or $99,546 at 6%. |
| Brown & Mary LLC 401(K) Profit Sharing Plan & Trust | - | 4 | $361,646 | $47,782 | $11,946iApproximate average salary by contribution assumption: employee only about $298,638 at 4% or $199,092 at 6%; with 50% employer match about $199,092 at 4% or $132,728 at 6%; with 100% employer match about $149,319 at 4% or $99,546 at 6%. |
| 2014 | 1 | 4 | $313,344 | $49,424 | $12,356iApproximate average salary by contribution assumption: employee only about $308,900 at 4% or $205,933 at 6%; with 50% employer match about $205,933 at 4% or $137,289 at 6%; with 100% employer match about $154,450 at 4% or $102,967 at 6%. |
| Brown & Mary LLC 401(K) Profit Sharing Plan & Trust | - | 4 | $313,344 | $49,424 | $12,356iApproximate average salary by contribution assumption: employee only about $308,900 at 4% or $205,933 at 6%; with 50% employer match about $205,933 at 4% or $137,289 at 6%; with 100% employer match about $154,450 at 4% or $102,967 at 6%. |
| 2011 | 1 | 4 | $84,372 | $43,764 | $10,941iApproximate average salary by contribution assumption: employee only about $273,525 at 4% or $182,350 at 6%; with 50% employer match about $182,350 at 4% or $121,567 at 6%; with 100% employer match about $136,763 at 4% or $91,175 at 6%. |
| Brown & Mary LLC 401(K) Profit Sharing Plan & Trust | - | 4 | $84,372 | $43,764 | $10,941iApproximate average salary by contribution assumption: employee only about $273,525 at 4% or $182,350 at 6%; with 50% employer match about $182,350 at 4% or $121,567 at 6%; with 100% employer match about $136,763 at 4% or $91,175 at 6%. |
| 2010 | 1 | 4 | $45,149 | $40,253 | $10,063iApproximate average salary by contribution assumption: employee only about $251,581 at 4% or $167,721 at 6%; with 50% employer match about $167,721 at 4% or $111,814 at 6%; with 100% employer match about $125,791 at 4% or $83,860 at 6%. |
| Brown & Mary LLC 401(K) Profit Sharing Plan & Trust | - | 4 | $45,149 | $40,253 | $10,063iApproximate average salary by contribution assumption: employee only about $251,581 at 4% or $167,721 at 6%; with 50% employer match about $167,721 at 4% or $111,814 at 6%; with 100% employer match about $125,791 at 4% or $83,860 at 6%. |