Civic Intelligence

Jeffrey Brooks, M.D.

Plan context: Jeffrey Brooks, M.D. 401(K) Profit Sharing Plan

EIN 20-5457237 • Napa, CA • 7 filings • 1 plans

935 Trancas Street Suite 2CNapa, CA 94558
Current Snapshot

Latest Year

2019

2019 Participants

5

2019 Assets

$4,485,872

2019 Contributions

$73,282

Historical Graphs

Total Assets Over Time

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

$4,485,872$2,242,936$0201320162019YearValue
$4,485,872Latest year 2019

Participants Over Time

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

530201320162019YearValue
5Latest year 2019

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
201915$4,485,872$73,282$14,656iApproximate average salary by contribution assumption: employee only about $366,410 at 4% or $244,273 at 6%; with 50% employer match about $244,273 at 4% or $162,849 at 6%; with 100% employer match about $183,205 at 4% or $122,137 at 6%.
Jeffrey Brooks, M.D. 401(K) Profit Sharing Plan-5$4,485,872$73,282$14,656iApproximate average salary by contribution assumption: employee only about $366,410 at 4% or $244,273 at 6%; with 50% employer match about $244,273 at 4% or $162,849 at 6%; with 100% employer match about $183,205 at 4% or $122,137 at 6%.
201815$3,772,747$83,968$16,794iApproximate average salary by contribution assumption: employee only about $419,840 at 4% or $279,893 at 6%; with 50% employer match about $279,893 at 4% or $186,596 at 6%; with 100% employer match about $209,920 at 4% or $139,947 at 6%.
Jeffrey Brooks, M.D. 401(K) Profit Sharing Plan-5$3,772,747$83,968$16,794iApproximate average salary by contribution assumption: employee only about $419,840 at 4% or $279,893 at 6%; with 50% employer match about $279,893 at 4% or $186,596 at 6%; with 100% employer match about $209,920 at 4% or $139,947 at 6%.
201715$3,775,348$85,037$17,007iApproximate average salary by contribution assumption: employee only about $425,185 at 4% or $283,457 at 6%; with 50% employer match about $283,457 at 4% or $188,971 at 6%; with 100% employer match about $212,593 at 4% or $141,728 at 6%.
Jeffrey Brooks, M.D. 401(K) Profit Sharing Plan-5$3,775,348$85,037$17,007iApproximate average salary by contribution assumption: employee only about $425,185 at 4% or $283,457 at 6%; with 50% employer match about $283,457 at 4% or $188,971 at 6%; with 100% employer match about $212,593 at 4% or $141,728 at 6%.
201615$3,297,273$70,305$14,061iApproximate average salary by contribution assumption: employee only about $351,525 at 4% or $234,350 at 6%; with 50% employer match about $234,350 at 4% or $156,233 at 6%; with 100% employer match about $175,763 at 4% or $117,175 at 6%.
Jeffrey Brooks, M.D. 401(K) Profit Sharing Plan-5$3,297,273$70,305$14,061iApproximate average salary by contribution assumption: employee only about $351,525 at 4% or $234,350 at 6%; with 50% employer match about $234,350 at 4% or $156,233 at 6%; with 100% employer match about $175,763 at 4% or $117,175 at 6%.
201514$3,003,996$62,242$15,561iApproximate average salary by contribution assumption: employee only about $389,013 at 4% or $259,342 at 6%; with 50% employer match about $259,342 at 4% or $172,894 at 6%; with 100% employer match about $194,506 at 4% or $129,671 at 6%.
Jeffrey Brooks, M.D. 401(K) Profit Sharing Plan-4$3,003,996$62,242$15,561iApproximate average salary by contribution assumption: employee only about $389,013 at 4% or $259,342 at 6%; with 50% employer match about $259,342 at 4% or $172,894 at 6%; with 100% employer match about $194,506 at 4% or $129,671 at 6%.
201414$2,964,809$83,525$20,881iApproximate average salary by contribution assumption: employee only about $522,031 at 4% or $348,021 at 6%; with 50% employer match about $348,021 at 4% or $232,014 at 6%; with 100% employer match about $261,016 at 4% or $174,010 at 6%.
Jeffrey Brooks, M.D. 401(K) Profit Sharing Plan-4$2,964,809$83,525$20,881iApproximate average salary by contribution assumption: employee only about $522,031 at 4% or $348,021 at 6%; with 50% employer match about $348,021 at 4% or $232,014 at 6%; with 100% employer match about $261,016 at 4% or $174,010 at 6%.
201315$2,714,311$87,826$17,565iApproximate average salary by contribution assumption: employee only about $439,130 at 4% or $292,753 at 6%; with 50% employer match about $292,753 at 4% or $195,169 at 6%; with 100% employer match about $219,565 at 4% or $146,377 at 6%.
Jeffrey Brooks, M.D. 401(K) Profit Sharing Plan-5$2,714,311$87,826$17,565iApproximate average salary by contribution assumption: employee only about $439,130 at 4% or $292,753 at 6%; with 50% employer match about $292,753 at 4% or $195,169 at 6%; with 100% employer match about $219,565 at 4% or $146,377 at 6%.