Civic Intelligence

Brandon Associates Inc.

Plan context: Brandon Associates Inc. 401(K) Plan

EIN 23-2804583 • West Chester, PA • 24 filings • 3 plans

237 Lacey StreetWest Chester, PA 19382
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$6,523,019

2024 Contributions

$227,304

Historical Graphs

Total Assets Over Time

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

$6,523,019$3,261,510$0200120132024YearValue
$6,523,019Latest year 2024

Participants Over Time

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

21110200220132024YearValue
14Latest 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
2024114$6,523,019$227,304$16,236iApproximate average salary by contribution assumption: employee only about $405,900 at 4% or $270,600 at 6%; with 50% employer match about $270,600 at 4% or $180,400 at 6%; with 100% employer match about $202,950 at 4% or $135,300 at 6%.
Brandon Associates Inc. 401(K) Plan-14$6,523,019$227,304$16,236iApproximate average salary by contribution assumption: employee only about $405,900 at 4% or $270,600 at 6%; with 50% employer match about $270,600 at 4% or $180,400 at 6%; with 100% employer match about $202,950 at 4% or $135,300 at 6%.
2023115$5,519,194$251,831$16,789iApproximate average salary by contribution assumption: employee only about $419,718 at 4% or $279,812 at 6%; with 50% employer match about $279,812 at 4% or $186,541 at 6%; with 100% employer match about $209,859 at 4% or $139,906 at 6%.
Brandon Associates Inc. 401(K) Plan-15$5,519,194$251,831$16,789iApproximate average salary by contribution assumption: employee only about $419,718 at 4% or $279,812 at 6%; with 50% employer match about $279,812 at 4% or $186,541 at 6%; with 100% employer match about $209,859 at 4% or $139,906 at 6%.
2022116$4,507,831$246,107$15,382iApproximate average salary by contribution assumption: employee only about $384,542 at 4% or $256,361 at 6%; with 50% employer match about $256,361 at 4% or $170,908 at 6%; with 100% employer match about $192,271 at 4% or $128,181 at 6%.
Brandon Associates Inc. 401(K) Plan-16$4,507,831$246,107$15,382iApproximate average salary by contribution assumption: employee only about $384,542 at 4% or $256,361 at 6%; with 50% employer match about $256,361 at 4% or $170,908 at 6%; with 100% employer match about $192,271 at 4% or $128,181 at 6%.
2021116$6,195,366$268,213$16,763iApproximate average salary by contribution assumption: employee only about $419,083 at 4% or $279,389 at 6%; with 50% employer match about $279,389 at 4% or $186,259 at 6%; with 100% employer match about $209,541 at 4% or $139,694 at 6%.
Brandon Associates Inc. 401(K) Plan-16$6,195,366$268,213$16,763iApproximate average salary by contribution assumption: employee only about $419,083 at 4% or $279,389 at 6%; with 50% employer match about $279,389 at 4% or $186,259 at 6%; with 100% employer match about $209,541 at 4% or $139,694 at 6%.
2020116$5,194,614$195,378$12,211iApproximate average salary by contribution assumption: employee only about $305,278 at 4% or $203,519 at 6%; with 50% employer match about $203,519 at 4% or $135,679 at 6%; with 100% employer match about $152,639 at 4% or $101,759 at 6%.
Brandon Associates Inc. 401(K) Plan-16$5,194,614$195,378$12,211iApproximate average salary by contribution assumption: employee only about $305,278 at 4% or $203,519 at 6%; with 50% employer match about $203,519 at 4% or $135,679 at 6%; with 100% employer match about $152,639 at 4% or $101,759 at 6%.
2019115$4,934,135$206,217$13,748iApproximate average salary by contribution assumption: employee only about $343,695 at 4% or $229,130 at 6%; with 50% employer match about $229,130 at 4% or $152,753 at 6%; with 100% employer match about $171,848 at 4% or $114,565 at 6%.
Brandon Associates Inc. 401(K) Plan-15$4,934,135$206,217$13,748iApproximate average salary by contribution assumption: employee only about $343,695 at 4% or $229,130 at 6%; with 50% employer match about $229,130 at 4% or $152,753 at 6%; with 100% employer match about $171,848 at 4% or $114,565 at 6%.
2018116$3,788,451$201,841$12,615iApproximate average salary by contribution assumption: employee only about $315,377 at 4% or $210,251 at 6%; with 50% employer match about $210,251 at 4% or $140,167 at 6%; with 100% employer match about $157,688 at 4% or $105,126 at 6%.
Brandon Associates Inc. 401(K) Plan-16$3,788,451$201,841$12,615iApproximate average salary by contribution assumption: employee only about $315,377 at 4% or $210,251 at 6%; with 50% employer match about $210,251 at 4% or $140,167 at 6%; with 100% employer match about $157,688 at 4% or $105,126 at 6%.
2017115$3,912,254$211,273$14,085iApproximate average salary by contribution assumption: employee only about $352,122 at 4% or $234,748 at 6%; with 50% employer match about $234,748 at 4% or $156,499 at 6%; with 100% employer match about $176,061 at 4% or $117,374 at 6%.
Brandon Associates Inc. 401(K) Plan-15$3,912,254$211,273$14,085iApproximate average salary by contribution assumption: employee only about $352,122 at 4% or $234,748 at 6%; with 50% employer match about $234,748 at 4% or $156,499 at 6%; with 100% employer match about $176,061 at 4% or $117,374 at 6%.
2016121$3,363,387$294,841$14,040iApproximate average salary by contribution assumption: employee only about $351,001 at 4% or $234,001 at 6%; with 50% employer match about $234,001 at 4% or $156,001 at 6%; with 100% employer match about $175,501 at 4% or $117,000 at 6%.
Brandon Associates Inc. 401(K) Plan-21$3,363,387$294,841$14,040iApproximate average salary by contribution assumption: employee only about $351,001 at 4% or $234,001 at 6%; with 50% employer match about $234,001 at 4% or $156,001 at 6%; with 100% employer match about $175,501 at 4% or $117,000 at 6%.
2015111$2,907,239$179,566$16,324iApproximate average salary by contribution assumption: employee only about $408,105 at 4% or $272,070 at 6%; with 50% employer match about $272,070 at 4% or $181,380 at 6%; with 100% employer match about $204,052 at 4% or $136,035 at 6%.
Brandon Associates Inc. 401(K) Plan-11$2,907,239$179,566$16,324iApproximate average salary by contribution assumption: employee only about $408,105 at 4% or $272,070 at 6%; with 50% employer match about $272,070 at 4% or $181,380 at 6%; with 100% employer match about $204,052 at 4% or $136,035 at 6%.
2014113$2,744,735$169,073$13,006iApproximate average salary by contribution assumption: employee only about $325,140 at 4% or $216,760 at 6%; with 50% employer match about $216,760 at 4% or $144,507 at 6%; with 100% employer match about $162,570 at 4% or $108,380 at 6%.
Brandon Associates Inc. 401(K) Plan-13$2,744,735$169,073$13,006iApproximate average salary by contribution assumption: employee only about $325,140 at 4% or $216,760 at 6%; with 50% employer match about $216,760 at 4% or $144,507 at 6%; with 100% employer match about $162,570 at 4% or $108,380 at 6%.
2013114$2,627,651$168,403$12,029iApproximate average salary by contribution assumption: employee only about $300,720 at 4% or $200,480 at 6%; with 50% employer match about $200,480 at 4% or $133,653 at 6%; with 100% employer match about $150,360 at 4% or $100,240 at 6%.
Brandon Associates Inc. 401(K) Plan-14$2,627,651$168,403$12,029iApproximate average salary by contribution assumption: employee only about $300,720 at 4% or $200,480 at 6%; with 50% employer match about $200,480 at 4% or $133,653 at 6%; with 100% employer match about $150,360 at 4% or $100,240 at 6%.
2012114$2,029,301$174,790$12,485iApproximate average salary by contribution assumption: employee only about $312,125 at 4% or $208,083 at 6%; with 50% employer match about $208,083 at 4% or $138,722 at 6%; with 100% employer match about $156,063 at 4% or $104,042 at 6%.
Brandon Associates Inc. 401(K) Plan-14$2,029,301$174,790$12,485iApproximate average salary by contribution assumption: employee only about $312,125 at 4% or $208,083 at 6%; with 50% employer match about $208,083 at 4% or $138,722 at 6%; with 100% employer match about $156,063 at 4% or $104,042 at 6%.
2011114$1,651,011$178,486$12,749iApproximate average salary by contribution assumption: employee only about $318,725 at 4% or $212,483 at 6%; with 50% employer match about $212,483 at 4% or $141,656 at 6%; with 100% employer match about $159,363 at 4% or $106,242 at 6%.
Brandon Associates Inc. 401(K) Plan-14$1,651,011$178,486$12,749iApproximate average salary by contribution assumption: employee only about $318,725 at 4% or $212,483 at 6%; with 50% employer match about $212,483 at 4% or $141,656 at 6%; with 100% employer match about $159,363 at 4% or $106,242 at 6%.
2010114$1,549,297$150,061$10,719iApproximate average salary by contribution assumption: employee only about $267,966 at 4% or $178,644 at 6%; with 50% employer match about $178,644 at 4% or $119,096 at 6%; with 100% employer match about $133,983 at 4% or $89,322 at 6%.
Brandon Associates Inc. 401(K) Plan-14$1,549,297$150,061$10,719iApproximate average salary by contribution assumption: employee only about $267,966 at 4% or $178,644 at 6%; with 50% employer match about $178,644 at 4% or $119,096 at 6%; with 100% employer match about $133,983 at 4% or $89,322 at 6%.
2009114$1,254,058$136,826$9,773iApproximate average salary by contribution assumption: employee only about $244,332 at 4% or $162,888 at 6%; with 50% employer match about $162,888 at 4% or $108,592 at 6%; with 100% employer match about $122,166 at 4% or $81,444 at 6%.
Brandon Associates Inc. 401(K) Plan-14$1,254,058$136,826$9,773iApproximate average salary by contribution assumption: employee only about $244,332 at 4% or $162,888 at 6%; with 50% employer match about $162,888 at 4% or $108,592 at 6%; with 100% employer match about $122,166 at 4% or $81,444 at 6%.
2008114$873,904$172,763$12,340iApproximate average salary by contribution assumption: employee only about $308,505 at 4% or $205,670 at 6%; with 50% employer match about $205,670 at 4% or $137,113 at 6%; with 100% employer match about $154,253 at 4% or $102,835 at 6%.
Brandon Associates Inc. 401(K) Plan-14$873,904$172,763$12,340iApproximate average salary by contribution assumption: employee only about $308,505 at 4% or $205,670 at 6%; with 50% employer match about $205,670 at 4% or $137,113 at 6%; with 100% employer match about $154,253 at 4% or $102,835 at 6%.
2007112$1,167,362$203,669$16,972iApproximate average salary by contribution assumption: employee only about $424,310 at 4% or $282,874 at 6%; with 50% employer match about $282,874 at 4% or $188,582 at 6%; with 100% employer match about $212,155 at 4% or $141,437 at 6%.
Brandon Associates Inc. 401(K) Plan-12$1,167,362$203,669$16,972iApproximate average salary by contribution assumption: employee only about $424,310 at 4% or $282,874 at 6%; with 50% employer match about $282,874 at 4% or $188,582 at 6%; with 100% employer match about $212,155 at 4% or $141,437 at 6%.
2006111$955,989$205,546$18,686iApproximate average salary by contribution assumption: employee only about $467,150 at 4% or $311,433 at 6%; with 50% employer match about $311,433 at 4% or $207,622 at 6%; with 100% employer match about $233,575 at 4% or $155,717 at 6%.
Brandon Associates Inc. 401(K) Plan-11$955,989$205,546$18,686iApproximate average salary by contribution assumption: employee only about $467,150 at 4% or $311,433 at 6%; with 50% employer match about $311,433 at 4% or $207,622 at 6%; with 100% employer match about $233,575 at 4% or $155,717 at 6%.
2005111$648,889$185,534$16,867iApproximate average salary by contribution assumption: employee only about $421,668 at 4% or $281,112 at 6%; with 50% employer match about $281,112 at 4% or $187,408 at 6%; with 100% employer match about $210,834 at 4% or $140,556 at 6%.
Brandon Associates Inc. 401(K) Plan-11$648,889$185,534$16,867iApproximate average salary by contribution assumption: employee only about $421,668 at 4% or $281,112 at 6%; with 50% employer match about $281,112 at 4% or $187,408 at 6%; with 100% employer match about $210,834 at 4% or $140,556 at 6%.
2004111$437,943$137,400$12,491iApproximate average salary by contribution assumption: employee only about $312,273 at 4% or $208,182 at 6%; with 50% employer match about $208,182 at 4% or $138,788 at 6%; with 100% employer match about $156,136 at 4% or $104,091 at 6%.
Brandon Associates Inc. 401(K) Plan-11$437,943$137,400$12,491iApproximate average salary by contribution assumption: employee only about $312,273 at 4% or $208,182 at 6%; with 50% employer match about $208,182 at 4% or $138,788 at 6%; with 100% employer match about $156,136 at 4% or $104,091 at 6%.
2003111$253,275$81,336$7,394iApproximate average salary by contribution assumption: employee only about $184,855 at 4% or $123,236 at 6%; with 50% employer match about $123,236 at 4% or $82,158 at 6%; with 100% employer match about $92,427 at 4% or $61,618 at 6%.
Brandon Associates Inc. 401(K) Plan-11$253,275$81,336$7,394iApproximate average salary by contribution assumption: employee only about $184,855 at 4% or $123,236 at 6%; with 50% employer match about $123,236 at 4% or $82,158 at 6%; with 100% employer match about $92,427 at 4% or $61,618 at 6%.
2002111$140,914$80,673$7,334iApproximate average salary by contribution assumption: employee only about $183,348 at 4% or $122,232 at 6%; with 50% employer match about $122,232 at 4% or $81,488 at 6%; with 100% employer match about $91,674 at 4% or $61,116 at 6%.
Brandon Associates Inc. 401(K) Plan-11$140,914$80,673$7,334iApproximate average salary by contribution assumption: employee only about $183,348 at 4% or $122,232 at 6%; with 50% employer match about $122,232 at 4% or $81,488 at 6%; with 100% employer match about $91,674 at 4% or $61,116 at 6%.
200110$72,126$71,370-
Brandon Associates Inc. 401(K) Plan-0$72,126$71,370-