Brook Valley Management Inc
Plan context: BROOK VALLEY MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST
EIN 20-8228168 • Birmingham, AL • 9 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
313
2024 Assets
$800,983
2024 Contributions
$15,240
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 | 313 | $0 | $0 | - |
| Brook Valley Management Inc Welfare Benefit Plan | - | 313 | - | - | - |
| 2023 | 2 | 312 | $0 | $15,240 | $49iApproximate average salary by contribution assumption: employee only about $1,221 at 4% or $814 at 6%; with 50% employer match about $814 at 4% or $543 at 6%; with 100% employer match about $611 at 4% or $407 at 6%. |
| Brook Valley Management Inc Welfare Benefit Plan | - | 312 | - | - | - |
| BROOK VALLEY MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST | - | 0 | $0 | $15,240 | - |
| 2022 | 2 | 1,053 | $800,983 | $402,131 | $382iApproximate average salary by contribution assumption: employee only about $9,547 at 4% or $6,365 at 6%; with 50% employer match about $6,365 at 4% or $4,243 at 6%; with 100% employer match about $4,774 at 4% or $3,182 at 6%. |
| BROOK VALLEY MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST | - | 1,053 | $800,983 | $402,131 | $382iApproximate average salary by contribution assumption: employee only about $9,547 at 4% or $6,365 at 6%; with 50% employer match about $6,365 at 4% or $4,243 at 6%; with 100% employer match about $4,774 at 4% or $3,182 at 6%. |
| Brook Valley Management Inc Welfare Benefit Plan | - | 245 | - | - | - |
| 2021 | 2 | 781 | $596,086 | $350,770 | $449iApproximate average salary by contribution assumption: employee only about $11,228 at 4% or $7,485 at 6%; with 50% employer match about $7,485 at 4% or $4,990 at 6%; with 100% employer match about $5,614 at 4% or $3,743 at 6%. |
| BROOK VALLEY MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST | - | 781 | $596,086 | $350,770 | $449iApproximate average salary by contribution assumption: employee only about $11,228 at 4% or $7,485 at 6%; with 50% employer match about $7,485 at 4% or $4,990 at 6%; with 100% employer match about $5,614 at 4% or $3,743 at 6%. |
| Brook Valley Management Inc Welfare Benefit Plan | - | 219 | - | - | - |
| 2020 | 1 | 834 | $263,396 | $156,541 | $188iApproximate average salary by contribution assumption: employee only about $4,692 at 4% or $3,128 at 6%; with 50% employer match about $3,128 at 4% or $2,086 at 6%; with 100% employer match about $2,346 at 4% or $1,564 at 6%. |
| BROOK VALLEY MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST | - | 834 | $263,396 | $156,541 | $188iApproximate average salary by contribution assumption: employee only about $4,692 at 4% or $3,128 at 6%; with 50% employer match about $3,128 at 4% or $2,086 at 6%; with 100% employer match about $2,346 at 4% or $1,564 at 6%. |
| 2019 | 1 | 750 | $84,800 | $84,553 | $113iApproximate average salary by contribution assumption: employee only about $2,818 at 4% or $1,879 at 6%; with 50% employer match about $1,879 at 4% or $1,253 at 6%; with 100% employer match about $1,409 at 4% or $939 at 6%. |
| BROOK VALLEY MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST | - | 750 | $84,800 | $84,553 | $113iApproximate average salary by contribution assumption: employee only about $2,818 at 4% or $1,879 at 6%; with 50% employer match about $1,879 at 4% or $1,253 at 6%; with 100% employer match about $1,409 at 4% or $939 at 6%. |