Civic Intelligence

Brown Financial Services Group

Plan context: Brown Financial Services Group 401(K) Ps Plan

EIN 20-5934655 • Sacramento, CA • 18 filings • 2 plans

1930 Del Paso Rd, Ste 122Sacramento, CA 95834-7717
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,849,980

2024 Contributions

$236,720

Historical Graphs

Total Assets Over Time

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

$2,849,980$1,424,990$0200720162024YearValue
$2,849,980Latest year 2024

Participants Over Time

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

630200720162024YearValue
5Latest 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
202415$2,849,980$236,720$47,344iApproximate average salary by contribution assumption: employee only about $1,183,600 at 4% or $789,067 at 6%; with 50% employer match about $789,067 at 4% or $526,044 at 6%; with 100% employer match about $591,800 at 4% or $394,533 at 6%.
Brown Financial Services Group 401(K) Ps Plan-5$2,849,980$236,720$47,344iApproximate average salary by contribution assumption: employee only about $1,183,600 at 4% or $789,067 at 6%; with 50% employer match about $789,067 at 4% or $526,044 at 6%; with 100% employer match about $591,800 at 4% or $394,533 at 6%.
202316$2,200,760$105,443$17,574iApproximate average salary by contribution assumption: employee only about $439,346 at 4% or $292,897 at 6%; with 50% employer match about $292,897 at 4% or $195,265 at 6%; with 100% employer match about $219,673 at 4% or $146,449 at 6%.
Brown Financial Services Group 401(K) Ps Plan-6$2,200,760$105,443$17,574iApproximate average salary by contribution assumption: employee only about $439,346 at 4% or $292,897 at 6%; with 50% employer match about $292,897 at 4% or $195,265 at 6%; with 100% employer match about $219,673 at 4% or $146,449 at 6%.
202216$1,602,916$152,410$25,402iApproximate average salary by contribution assumption: employee only about $635,042 at 4% or $423,361 at 6%; with 50% employer match about $423,361 at 4% or $282,241 at 6%; with 100% employer match about $317,521 at 4% or $211,681 at 6%.
Brown Financial Services Group 401(K) Ps Plan-6$1,602,916$152,410$25,402iApproximate average salary by contribution assumption: employee only about $635,042 at 4% or $423,361 at 6%; with 50% employer match about $423,361 at 4% or $282,241 at 6%; with 100% employer match about $317,521 at 4% or $211,681 at 6%.
202115$1,970,192$137,304$27,461iApproximate average salary by contribution assumption: employee only about $686,520 at 4% or $457,680 at 6%; with 50% employer match about $457,680 at 4% or $305,120 at 6%; with 100% employer match about $343,260 at 4% or $228,840 at 6%.
Brown Financial Services Group 401(K) Ps Plan-5$1,970,192$137,304$27,461iApproximate average salary by contribution assumption: employee only about $686,520 at 4% or $457,680 at 6%; with 50% employer match about $457,680 at 4% or $305,120 at 6%; with 100% employer match about $343,260 at 4% or $228,840 at 6%.
202015$1,570,388$118,757$23,751iApproximate average salary by contribution assumption: employee only about $593,785 at 4% or $395,857 at 6%; with 50% employer match about $395,857 at 4% or $263,904 at 6%; with 100% employer match about $296,893 at 4% or $197,928 at 6%.
Brown Financial Services Group 401(K) Ps Plan-5$1,570,388$118,757$23,751iApproximate average salary by contribution assumption: employee only about $593,785 at 4% or $395,857 at 6%; with 50% employer match about $395,857 at 4% or $263,904 at 6%; with 100% employer match about $296,893 at 4% or $197,928 at 6%.
201916$1,142,057$124,295$20,716iApproximate average salary by contribution assumption: employee only about $517,896 at 4% or $345,264 at 6%; with 50% employer match about $345,264 at 4% or $230,176 at 6%; with 100% employer match about $258,948 at 4% or $172,632 at 6%.
Brown Financial Services Group 401(K) Ps Plan-6$1,142,057$124,295$20,716iApproximate average salary by contribution assumption: employee only about $517,896 at 4% or $345,264 at 6%; with 50% employer match about $345,264 at 4% or $230,176 at 6%; with 100% employer match about $258,948 at 4% or $172,632 at 6%.
201816$829,894$123,680$20,613iApproximate average salary by contribution assumption: employee only about $515,333 at 4% or $343,556 at 6%; with 50% employer match about $343,556 at 4% or $229,037 at 6%; with 100% employer match about $257,667 at 4% or $171,778 at 6%.
Brown Financial Services Group 401(K) Ps Plan-6$829,894$123,680$20,613iApproximate average salary by contribution assumption: employee only about $515,333 at 4% or $343,556 at 6%; with 50% employer match about $343,556 at 4% or $229,037 at 6%; with 100% employer match about $257,667 at 4% or $171,778 at 6%.
201715$790,789$107,289$21,458iApproximate average salary by contribution assumption: employee only about $536,445 at 4% or $357,630 at 6%; with 50% employer match about $357,630 at 4% or $238,420 at 6%; with 100% employer match about $268,223 at 4% or $178,815 at 6%.
Brown Financial Services Group 401(K) Ps Plan-5$790,789$107,289$21,458iApproximate average salary by contribution assumption: employee only about $536,445 at 4% or $357,630 at 6%; with 50% employer match about $357,630 at 4% or $238,420 at 6%; with 100% employer match about $268,223 at 4% or $178,815 at 6%.
201615$562,758$94,162$18,832iApproximate average salary by contribution assumption: employee only about $470,810 at 4% or $313,873 at 6%; with 50% employer match about $313,873 at 4% or $209,249 at 6%; with 100% employer match about $235,405 at 4% or $156,937 at 6%.
Brown Financial Services Group 401(K) Ps Plan-5$562,758$94,162$18,832iApproximate average salary by contribution assumption: employee only about $470,810 at 4% or $313,873 at 6%; with 50% employer match about $313,873 at 4% or $209,249 at 6%; with 100% employer match about $235,405 at 4% or $156,937 at 6%.
201514$404,090$73,183$18,296iApproximate average salary by contribution assumption: employee only about $457,394 at 4% or $304,929 at 6%; with 50% employer match about $304,929 at 4% or $203,286 at 6%; with 100% employer match about $228,697 at 4% or $152,465 at 6%.
Brown Financial Services Group 401(K) Ps Plan-4$404,090$73,183$18,296iApproximate average salary by contribution assumption: employee only about $457,394 at 4% or $304,929 at 6%; with 50% employer match about $304,929 at 4% or $203,286 at 6%; with 100% employer match about $228,697 at 4% or $152,465 at 6%.
201413$460,554$63,073$21,024iApproximate average salary by contribution assumption: employee only about $525,608 at 4% or $350,406 at 6%; with 50% employer match about $350,406 at 4% or $233,604 at 6%; with 100% employer match about $262,804 at 4% or $175,203 at 6%.
Brown Financial Services Group 401(K) Ps Plan-3$460,554$63,073$21,024iApproximate average salary by contribution assumption: employee only about $525,608 at 4% or $350,406 at 6%; with 50% employer match about $350,406 at 4% or $233,604 at 6%; with 100% employer match about $262,804 at 4% or $175,203 at 6%.
201313$373,897$57,200$19,067iApproximate average salary by contribution assumption: employee only about $476,667 at 4% or $317,778 at 6%; with 50% employer match about $317,778 at 4% or $211,852 at 6%; with 100% employer match about $238,333 at 4% or $158,889 at 6%.
Brown Financial Services Group 401(K) Ps Plan-3$373,897$57,200$19,067iApproximate average salary by contribution assumption: employee only about $476,667 at 4% or $317,778 at 6%; with 50% employer match about $317,778 at 4% or $211,852 at 6%; with 100% employer match about $238,333 at 4% or $158,889 at 6%.
201213$257,595$75,251$25,084iApproximate average salary by contribution assumption: employee only about $627,092 at 4% or $418,061 at 6%; with 50% employer match about $418,061 at 4% or $278,707 at 6%; with 100% employer match about $313,546 at 4% or $209,031 at 6%.
Brown Financial Services Group 401(K) Ps Plan-3$257,595$75,251$25,084iApproximate average salary by contribution assumption: employee only about $627,092 at 4% or $418,061 at 6%; with 50% employer match about $418,061 at 4% or $278,707 at 6%; with 100% employer match about $313,546 at 4% or $209,031 at 6%.
201113$159,598$47,060$15,687iApproximate average salary by contribution assumption: employee only about $392,167 at 4% or $261,444 at 6%; with 50% employer match about $261,444 at 4% or $174,296 at 6%; with 100% employer match about $196,083 at 4% or $130,722 at 6%.
Brown Financial Services Group 401(K) Ps Plan-3$159,598$47,060$15,687iApproximate average salary by contribution assumption: employee only about $392,167 at 4% or $261,444 at 6%; with 50% employer match about $261,444 at 4% or $174,296 at 6%; with 100% employer match about $196,083 at 4% or $130,722 at 6%.
201013$121,657$35,089$11,696iApproximate average salary by contribution assumption: employee only about $292,408 at 4% or $194,939 at 6%; with 50% employer match about $194,939 at 4% or $129,959 at 6%; with 100% employer match about $146,204 at 4% or $97,469 at 6%.
Brown Financial Services Group 401(K) Ps Plan-3$121,657$35,089$11,696iApproximate average salary by contribution assumption: employee only about $292,408 at 4% or $194,939 at 6%; with 50% employer match about $194,939 at 4% or $129,959 at 6%; with 100% employer match about $146,204 at 4% or $97,469 at 6%.
200912$71,923$21,593$10,797iApproximate average salary by contribution assumption: employee only about $269,913 at 4% or $179,942 at 6%; with 50% employer match about $179,942 at 4% or $119,961 at 6%; with 100% employer match about $134,956 at 4% or $89,971 at 6%.
Brown Financial Services Group 401(K) Ps Plan-2$71,923$21,593$10,797iApproximate average salary by contribution assumption: employee only about $269,913 at 4% or $179,942 at 6%; with 50% employer match about $179,942 at 4% or $119,961 at 6%; with 100% employer match about $134,956 at 4% or $89,971 at 6%.
200812$30,010$20,332$10,166iApproximate average salary by contribution assumption: employee only about $254,150 at 4% or $169,433 at 6%; with 50% employer match about $169,433 at 4% or $112,956 at 6%; with 100% employer match about $127,075 at 4% or $84,717 at 6%.
Brown Financial Services Group 401(K) Ps Plan-2$30,010$20,332$10,166iApproximate average salary by contribution assumption: employee only about $254,150 at 4% or $169,433 at 6%; with 50% employer match about $169,433 at 4% or $112,956 at 6%; with 100% employer match about $127,075 at 4% or $84,717 at 6%.
200713$27,011$28,027$9,342iApproximate average salary by contribution assumption: employee only about $233,558 at 4% or $155,706 at 6%; with 50% employer match about $155,706 at 4% or $103,804 at 6%; with 100% employer match about $116,779 at 4% or $77,853 at 6%.
Brown Financial Services Group 401(K) Ps Plan-3$27,011$28,027$9,342iApproximate average salary by contribution assumption: employee only about $233,558 at 4% or $155,706 at 6%; with 50% employer match about $155,706 at 4% or $103,804 at 6%; with 100% employer match about $116,779 at 4% or $77,853 at 6%.
Brown Financial Services Group | EIN 20-5934655 | 2024 Form 5500 Company Profile