Bruce E. Brooks & Associates
Plan context: Bruce E. Brooks & Associates Employees Savings Trust
EIN 23-2248380 • Philadelphia, PA • 25 filings • 5 plans
Current Snapshot
Latest Year
2023
2023 Participants
45
2023 Assets
$6,257,174
2023 Contributions
$623,258
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| Bruce E. Brooks & Associates Employees Savings Trust | - | 0 | $0 | $0 | - |
| 2022 | 1 | 45 | $6,257,174 | $623,258 | $13,850iApproximate average salary by contribution assumption: employee only about $346,254 at 4% or $230,836 at 6%; with 50% employer match about $230,836 at 4% or $153,891 at 6%; with 100% employer match about $173,127 at 4% or $115,418 at 6%. |
| Bruce E. Brooks & Associates Employees Savings Trust | - | 45 | $6,257,174 | $623,258 | $13,850iApproximate average salary by contribution assumption: employee only about $346,254 at 4% or $230,836 at 6%; with 50% employer match about $230,836 at 4% or $153,891 at 6%; with 100% employer match about $173,127 at 4% or $115,418 at 6%. |
| 2021 | 1 | 47 | $7,338,654 | $316,801 | $6,740iApproximate average salary by contribution assumption: employee only about $168,511 at 4% or $112,341 at 6%; with 50% employer match about $112,341 at 4% or $74,894 at 6%; with 100% employer match about $84,256 at 4% or $56,170 at 6%. |
| Bruce E. Brooks & Associates Employees Savings Trust | - | 47 | $7,338,654 | $316,801 | $6,740iApproximate average salary by contribution assumption: employee only about $168,511 at 4% or $112,341 at 6%; with 50% employer match about $112,341 at 4% or $74,894 at 6%; with 100% employer match about $84,256 at 4% or $56,170 at 6%. |
| 2020 | 1 | 46 | $6,158,122 | $258,729 | $5,625iApproximate average salary by contribution assumption: employee only about $140,614 at 4% or $93,742 at 6%; with 50% employer match about $93,742 at 4% or $62,495 at 6%; with 100% employer match about $70,307 at 4% or $46,871 at 6%. |
| Bruce E. Brooks & Associates Employees Savings Trust | - | 46 | $6,158,122 | $258,729 | $5,625iApproximate average salary by contribution assumption: employee only about $140,614 at 4% or $93,742 at 6%; with 50% employer match about $93,742 at 4% or $62,495 at 6%; with 100% employer match about $70,307 at 4% or $46,871 at 6%. |
| 2019 | 1 | 44 | $5,259,370 | $240,019 | $5,455iApproximate average salary by contribution assumption: employee only about $136,374 at 4% or $90,916 at 6%; with 50% employer match about $90,916 at 4% or $60,611 at 6%; with 100% employer match about $68,187 at 4% or $45,458 at 6%. |
| Bruce E. Brooks & Associates Employees Savings Trust | - | 44 | $5,259,370 | $240,019 | $5,455iApproximate average salary by contribution assumption: employee only about $136,374 at 4% or $90,916 at 6%; with 50% employer match about $90,916 at 4% or $60,611 at 6%; with 100% employer match about $68,187 at 4% or $45,458 at 6%. |
| 2018 | 1 | 47 | $4,741,604 | $248,811 | $5,294iApproximate average salary by contribution assumption: employee only about $132,346 at 4% or $88,231 at 6%; with 50% employer match about $88,231 at 4% or $58,821 at 6%; with 100% employer match about $66,173 at 4% or $44,115 at 6%. |
| Bruce E. Brooks & Associates Employees Savings Trust | - | 47 | $4,741,604 | $248,811 | $5,294iApproximate average salary by contribution assumption: employee only about $132,346 at 4% or $88,231 at 6%; with 50% employer match about $88,231 at 4% or $58,821 at 6%; with 100% employer match about $66,173 at 4% or $44,115 at 6%. |
| 2017 | 1 | 48 | $5,278,674 | $248,677 | $5,181iApproximate average salary by contribution assumption: employee only about $129,519 at 4% or $86,346 at 6%; with 50% employer match about $86,346 at 4% or $57,564 at 6%; with 100% employer match about $64,760 at 4% or $43,173 at 6%. |
| Bruce E. Brooks & Associates Employees Savings Trust | - | 48 | $5,278,674 | $248,677 | $5,181iApproximate average salary by contribution assumption: employee only about $129,519 at 4% or $86,346 at 6%; with 50% employer match about $86,346 at 4% or $57,564 at 6%; with 100% employer match about $64,760 at 4% or $43,173 at 6%. |
| 2016 | 1 | 48 | $4,331,414 | $235,582 | $4,908iApproximate average salary by contribution assumption: employee only about $122,699 at 4% or $81,799 at 6%; with 50% employer match about $81,799 at 4% or $54,533 at 6%; with 100% employer match about $61,349 at 4% or $40,900 at 6%. |
| Bruce E. Brooks & Associates Employees Savings Trust | - | 48 | $4,331,414 | $235,582 | $4,908iApproximate average salary by contribution assumption: employee only about $122,699 at 4% or $81,799 at 6%; with 50% employer match about $81,799 at 4% or $54,533 at 6%; with 100% employer match about $61,349 at 4% or $40,900 at 6%. |
| 2015 | 1 | 48 | $3,894,293 | $278,169 | $5,795iApproximate average salary by contribution assumption: employee only about $144,880 at 4% or $96,586 at 6%; with 50% employer match about $96,586 at 4% or $64,391 at 6%; with 100% employer match about $72,440 at 4% or $48,293 at 6%. |
| Bruce E. Brooks & Associates Employees Savings Trust | - | 48 | $3,894,293 | $278,169 | $5,795iApproximate average salary by contribution assumption: employee only about $144,880 at 4% or $96,586 at 6%; with 50% employer match about $96,586 at 4% or $64,391 at 6%; with 100% employer match about $72,440 at 4% or $48,293 at 6%. |
| 2014 | 1 | 50 | $3,632,688 | $277,791 | $5,556iApproximate average salary by contribution assumption: employee only about $138,896 at 4% or $92,597 at 6%; with 50% employer match about $92,597 at 4% or $61,731 at 6%; with 100% employer match about $69,448 at 4% or $46,299 at 6%. |
| Bruce E. Brooks & Associates Employees Savings Trust | - | 50 | $3,632,688 | $277,791 | $5,556iApproximate average salary by contribution assumption: employee only about $138,896 at 4% or $92,597 at 6%; with 50% employer match about $92,597 at 4% or $61,731 at 6%; with 100% employer match about $69,448 at 4% or $46,299 at 6%. |
| 2013 | 1 | 51 | $3,315,129 | $274,021 | $5,373iApproximate average salary by contribution assumption: employee only about $134,324 at 4% or $89,549 at 6%; with 50% employer match about $89,549 at 4% or $59,700 at 6%; with 100% employer match about $67,162 at 4% or $44,775 at 6%. |
| Bruce E. Brooks & Associates Employees Savings Trust | - | 51 | $3,315,129 | $274,021 | $5,373iApproximate average salary by contribution assumption: employee only about $134,324 at 4% or $89,549 at 6%; with 50% employer match about $89,549 at 4% or $59,700 at 6%; with 100% employer match about $67,162 at 4% or $44,775 at 6%. |
| 2012 | 1 | 38 | $2,489,240 | $204,096 | $5,371iApproximate average salary by contribution assumption: employee only about $134,274 at 4% or $89,516 at 6%; with 50% employer match about $89,516 at 4% or $59,677 at 6%; with 100% employer match about $67,137 at 4% or $44,758 at 6%. |
| Bruce E. Brooks & Associates Employees Savings Trust | - | 38 | $2,489,240 | $204,096 | $5,371iApproximate average salary by contribution assumption: employee only about $134,274 at 4% or $89,516 at 6%; with 50% employer match about $89,516 at 4% or $59,677 at 6%; with 100% employer match about $67,137 at 4% or $44,758 at 6%. |
| 2011 | 1 | 28 | $2,047,126 | $161,234 | $5,758iApproximate average salary by contribution assumption: employee only about $143,959 at 4% or $95,973 at 6%; with 50% employer match about $95,973 at 4% or $63,982 at 6%; with 100% employer match about $71,979 at 4% or $47,986 at 6%. |
| Bruce E. Brooks & Associates Employees Savings Trust | - | 28 | $2,047,126 | $161,234 | $5,758iApproximate average salary by contribution assumption: employee only about $143,959 at 4% or $95,973 at 6%; with 50% employer match about $95,973 at 4% or $63,982 at 6%; with 100% employer match about $71,979 at 4% or $47,986 at 6%. |
| 2010 | 1 | 30 | $2,017,440 | $169,442 | $5,648iApproximate average salary by contribution assumption: employee only about $141,202 at 4% or $94,134 at 6%; with 50% employer match about $94,134 at 4% or $62,756 at 6%; with 100% employer match about $70,601 at 4% or $47,067 at 6%. |
| Bruce E. Brooks & Associates Employees Savings Trust | - | 30 | $2,017,440 | $169,442 | $5,648iApproximate average salary by contribution assumption: employee only about $141,202 at 4% or $94,134 at 6%; with 50% employer match about $94,134 at 4% or $62,756 at 6%; with 100% employer match about $70,601 at 4% or $47,067 at 6%. |
| 2009 | 1 | 24 | $1,548,358 | $190,519 | $7,938iApproximate average salary by contribution assumption: employee only about $198,457 at 4% or $132,305 at 6%; with 50% employer match about $132,305 at 4% or $88,203 at 6%; with 100% employer match about $99,229 at 4% or $66,152 at 6%. |
| Bruce E. Brooks & Associates Employees Savings Trust | - | 24 | $1,548,358 | $190,519 | $7,938iApproximate average salary by contribution assumption: employee only about $198,457 at 4% or $132,305 at 6%; with 50% employer match about $132,305 at 4% or $88,203 at 6%; with 100% employer match about $99,229 at 4% or $66,152 at 6%. |
| 2008 | 1 | 24 | $1,055,464 | $180,680 | $7,528iApproximate average salary by contribution assumption: employee only about $188,208 at 4% or $125,472 at 6%; with 50% employer match about $125,472 at 4% or $83,648 at 6%; with 100% employer match about $94,104 at 4% or $62,736 at 6%. |
| Bruce E. Brooks & Associates Employees Savings Trust | - | 24 | $1,055,464 | $180,680 | $7,528iApproximate average salary by contribution assumption: employee only about $188,208 at 4% or $125,472 at 6%; with 50% employer match about $125,472 at 4% or $83,648 at 6%; with 100% employer match about $94,104 at 4% or $62,736 at 6%. |
| 2007 | 1 | 26 | $1,606,709 | $178,105 | $6,850iApproximate average salary by contribution assumption: employee only about $171,255 at 4% or $114,170 at 6%; with 50% employer match about $114,170 at 4% or $76,113 at 6%; with 100% employer match about $85,627 at 4% or $57,085 at 6%. |
| Bruce E. Brooks & Associates Employees Savings Trust | - | 26 | $1,606,709 | $178,105 | $6,850iApproximate average salary by contribution assumption: employee only about $171,255 at 4% or $114,170 at 6%; with 50% employer match about $114,170 at 4% or $76,113 at 6%; with 100% employer match about $85,627 at 4% or $57,085 at 6%. |
| 2006 | 1 | 31 | $1,243,377 | $133,086 | $4,293iApproximate average salary by contribution assumption: employee only about $107,327 at 4% or $71,552 at 6%; with 50% employer match about $71,552 at 4% or $47,701 at 6%; with 100% employer match about $53,664 at 4% or $35,776 at 6%. |
| Bruce E. Brooks & Associates Employees Savings Trust | - | 31 | $1,243,377 | $133,086 | $4,293iApproximate average salary by contribution assumption: employee only about $107,327 at 4% or $71,552 at 6%; with 50% employer match about $71,552 at 4% or $47,701 at 6%; with 100% employer match about $53,664 at 4% or $35,776 at 6%. |
| 2005 | 1 | 30 | $1,043,919 | $103,324 | $3,444iApproximate average salary by contribution assumption: employee only about $86,103 at 4% or $57,402 at 6%; with 50% employer match about $57,402 at 4% or $38,268 at 6%; with 100% employer match about $43,052 at 4% or $28,701 at 6%. |
| Bruce E. Brooks & Associates Employees Savings Trust | - | 30 | $1,043,919 | $103,324 | $3,444iApproximate average salary by contribution assumption: employee only about $86,103 at 4% or $57,402 at 6%; with 50% employer match about $57,402 at 4% or $38,268 at 6%; with 100% employer match about $43,052 at 4% or $28,701 at 6%. |
| 2004 | 1 | 31 | $924,329 | $89,143 | $2,876iApproximate average salary by contribution assumption: employee only about $71,890 at 4% or $47,926 at 6%; with 50% employer match about $47,926 at 4% or $31,951 at 6%; with 100% employer match about $35,945 at 4% or $23,963 at 6%. |
| Bruce E. Brooks & Associates Employees Savings Trust | - | 31 | $924,329 | $89,143 | $2,876iApproximate average salary by contribution assumption: employee only about $71,890 at 4% or $47,926 at 6%; with 50% employer match about $47,926 at 4% or $31,951 at 6%; with 100% employer match about $35,945 at 4% or $23,963 at 6%. |
| 2003 | 1 | 30 | $773,583 | $70,103 | $2,337iApproximate average salary by contribution assumption: employee only about $58,419 at 4% or $38,946 at 6%; with 50% employer match about $38,946 at 4% or $25,964 at 6%; with 100% employer match about $29,210 at 4% or $19,473 at 6%. |
| Bruce E. Brooks & Associates Employees Savings Trust | - | 30 | $773,583 | $70,103 | $2,337iApproximate average salary by contribution assumption: employee only about $58,419 at 4% or $38,946 at 6%; with 50% employer match about $38,946 at 4% or $25,964 at 6%; with 100% employer match about $29,210 at 4% or $19,473 at 6%. |
| 2002 | 1 | 24 | $533,433 | $58,545 | $2,439iApproximate average salary by contribution assumption: employee only about $60,984 at 4% or $40,656 at 6%; with 50% employer match about $40,656 at 4% or $27,104 at 6%; with 100% employer match about $30,492 at 4% or $20,328 at 6%. |
| Bruce E. Brooks & Associates Employees Savings Trust | - | 24 | $533,433 | $58,545 | $2,439iApproximate average salary by contribution assumption: employee only about $60,984 at 4% or $40,656 at 6%; with 50% employer match about $40,656 at 4% or $27,104 at 6%; with 100% employer match about $30,492 at 4% or $20,328 at 6%. |
| 2001 | 1 | 27 | $0 | $0 | - |
| Bruce E. Brooks & Associates Employees Savings Trust | - | 27 | - | - | - |
| 2000 | 1 | 23 | $0 | $0 | - |
| Bruce E. Brooks & Associates Employees Savings Trust | - | 23 | - | - | - |
| 1999 | 1 | 0 | $612,045 | $107,332 | - |
| Bruce E. Brooks & Associates Employees Savings Trust | - | 0 | $612,045 | $107,332 | - |