Brookstone Capital Management LLC
Plan context: Brookstone Capital Management LLC 401(K) Plan
EIN 20-5073624 • Wheaton, IL • 13 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
62
2024 Assets
$3,869,341
2024 Contributions
$260,545
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 | 0 | $0 | $260,545 | - |
| Brookstone Capital Management LLC 401(K) Plan | - | 0 | - | $260,545 | - |
| 2023 | 1 | 62 | $3,869,341 | $586,913 | $9,466iApproximate average salary by contribution assumption: employee only about $236,658 at 4% or $157,772 at 6%; with 50% employer match about $157,772 at 4% or $105,182 at 6%; with 100% employer match about $118,329 at 4% or $78,886 at 6%. |
| Brookstone Capital Management LLC 401(K) Plan | - | 62 | $3,869,341 | $586,913 | $9,466iApproximate average salary by contribution assumption: employee only about $236,658 at 4% or $157,772 at 6%; with 50% employer match about $157,772 at 4% or $105,182 at 6%; with 100% employer match about $118,329 at 4% or $78,886 at 6%. |
| 2022 | 1 | 73 | $3,093,359 | $618,391 | $8,471iApproximate average salary by contribution assumption: employee only about $211,778 at 4% or $141,185 at 6%; with 50% employer match about $141,185 at 4% or $94,123 at 6%; with 100% employer match about $105,889 at 4% or $70,593 at 6%. |
| Brookstone Capital Management LLC 401(K) Plan | - | 73 | $3,093,359 | $618,391 | $8,471iApproximate average salary by contribution assumption: employee only about $211,778 at 4% or $141,185 at 6%; with 50% employer match about $141,185 at 4% or $94,123 at 6%; with 100% employer match about $105,889 at 4% or $70,593 at 6%. |
| 2021 | 1 | 124 | $4,257,757 | $517,284 | $4,172iApproximate average salary by contribution assumption: employee only about $104,291 at 4% or $69,527 at 6%; with 50% employer match about $69,527 at 4% or $46,352 at 6%; with 100% employer match about $52,146 at 4% or $34,764 at 6%. |
| Brookstone Capital Management LLC 401(K) Plan | - | 124 | $4,257,757 | $517,284 | $4,172iApproximate average salary by contribution assumption: employee only about $104,291 at 4% or $69,527 at 6%; with 50% employer match about $69,527 at 4% or $46,352 at 6%; with 100% employer match about $52,146 at 4% or $34,764 at 6%. |
| 2020 | 1 | 26 | $1,636,881 | $120,660 | $4,641iApproximate average salary by contribution assumption: employee only about $116,019 at 4% or $77,346 at 6%; with 50% employer match about $77,346 at 4% or $51,564 at 6%; with 100% employer match about $58,010 at 4% or $38,673 at 6%. |
| Brookstone Capital Management LLC 401(K) Plan | - | 26 | $1,636,881 | $120,660 | $4,641iApproximate average salary by contribution assumption: employee only about $116,019 at 4% or $77,346 at 6%; with 50% employer match about $77,346 at 4% or $51,564 at 6%; with 100% employer match about $58,010 at 4% or $38,673 at 6%. |
| 2019 | 1 | 28 | $1,448,263 | $146,024 | $5,215iApproximate average salary by contribution assumption: employee only about $130,379 at 4% or $86,919 at 6%; with 50% employer match about $86,919 at 4% or $57,946 at 6%; with 100% employer match about $65,189 at 4% or $43,460 at 6%. |
| Brookstone Capital Management LLC 401(K) Plan | - | 28 | $1,448,263 | $146,024 | $5,215iApproximate average salary by contribution assumption: employee only about $130,379 at 4% or $86,919 at 6%; with 50% employer match about $86,919 at 4% or $57,946 at 6%; with 100% employer match about $65,189 at 4% or $43,460 at 6%. |
| 2018 | 1 | 27 | $1,099,674 | $246,654 | $9,135iApproximate average salary by contribution assumption: employee only about $228,383 at 4% or $152,256 at 6%; with 50% employer match about $152,256 at 4% or $101,504 at 6%; with 100% employer match about $114,192 at 4% or $76,128 at 6%. |
| Brookstone Capital Management LLC 401(K) Plan | - | 27 | $1,099,674 | $246,654 | $9,135iApproximate average salary by contribution assumption: employee only about $228,383 at 4% or $152,256 at 6%; with 50% employer match about $152,256 at 4% or $101,504 at 6%; with 100% employer match about $114,192 at 4% or $76,128 at 6%. |
| 2017 | 1 | 24 | $951,543 | $142,526 | $5,939iApproximate average salary by contribution assumption: employee only about $148,465 at 4% or $98,976 at 6%; with 50% employer match about $98,976 at 4% or $65,984 at 6%; with 100% employer match about $74,232 at 4% or $49,488 at 6%. |
| Brookstone Capital Management LLC 401(K) Plan | - | 24 | $951,543 | $142,526 | $5,939iApproximate average salary by contribution assumption: employee only about $148,465 at 4% or $98,976 at 6%; with 50% employer match about $98,976 at 4% or $65,984 at 6%; with 100% employer match about $74,232 at 4% or $49,488 at 6%. |
| 2016 | 1 | 26 | $718,553 | $155,780 | $5,992iApproximate average salary by contribution assumption: employee only about $149,788 at 4% or $99,859 at 6%; with 50% employer match about $99,859 at 4% or $66,573 at 6%; with 100% employer match about $74,894 at 4% or $49,929 at 6%. |
| Brookstone Capital Management LLC 401(K) Plan | - | 26 | $718,553 | $155,780 | $5,992iApproximate average salary by contribution assumption: employee only about $149,788 at 4% or $99,859 at 6%; with 50% employer match about $99,859 at 4% or $66,573 at 6%; with 100% employer match about $74,894 at 4% or $49,929 at 6%. |
| 2015 | 1 | 20 | $534,759 | $121,940 | $6,097iApproximate average salary by contribution assumption: employee only about $152,425 at 4% or $101,617 at 6%; with 50% employer match about $101,617 at 4% or $67,744 at 6%; with 100% employer match about $76,213 at 4% or $50,808 at 6%. |
| Brookstone Capital Management LLC 401(K) Plan | - | 20 | $534,759 | $121,940 | $6,097iApproximate average salary by contribution assumption: employee only about $152,425 at 4% or $101,617 at 6%; with 50% employer match about $101,617 at 4% or $67,744 at 6%; with 100% employer match about $76,213 at 4% or $50,808 at 6%. |
| 2014 | 1 | 16 | $418,832 | $159,700 | $9,981iApproximate average salary by contribution assumption: employee only about $249,531 at 4% or $166,354 at 6%; with 50% employer match about $166,354 at 4% or $110,903 at 6%; with 100% employer match about $124,766 at 4% or $83,177 at 6%. |
| Brookstone Capital Management LLC 401(K) Plan | - | 16 | $418,832 | $159,700 | $9,981iApproximate average salary by contribution assumption: employee only about $249,531 at 4% or $166,354 at 6%; with 50% employer match about $166,354 at 4% or $110,903 at 6%; with 100% employer match about $124,766 at 4% or $83,177 at 6%. |
| 2013 | 1 | 14 | $246,041 | $226,326 | $16,166iApproximate average salary by contribution assumption: employee only about $404,154 at 4% or $269,436 at 6%; with 50% employer match about $269,436 at 4% or $179,624 at 6%; with 100% employer match about $202,077 at 4% or $134,718 at 6%. |
| Brookstone Capital Management LLC 401(K) Plan | - | 14 | $246,041 | $226,326 | $16,166iApproximate average salary by contribution assumption: employee only about $404,154 at 4% or $269,436 at 6%; with 50% employer match about $269,436 at 4% or $179,624 at 6%; with 100% employer match about $202,077 at 4% or $134,718 at 6%. |
| 2008 | 1 | 8 | $4,220 | $7,009 | $876iApproximate average salary by contribution assumption: employee only about $21,903 at 4% or $14,602 at 6%; with 50% employer match about $14,602 at 4% or $9,735 at 6%; with 100% employer match about $10,952 at 4% or $7,301 at 6%. |
| Brookstone Capital Management LLC 401(K) Plan | - | 8 | $4,220 | $7,009 | $876iApproximate average salary by contribution assumption: employee only about $21,903 at 4% or $14,602 at 6%; with 50% employer match about $14,602 at 4% or $9,735 at 6%; with 100% employer match about $10,952 at 4% or $7,301 at 6%. |