Civic Intelligence

Brown Mcleod Inc.

Plan context: Brown Financial Advisory 401(K) Profit Sharing Plan

EIN 27-3779966 • Fairhope, AL • 13 filings • 4 plans

54 South Greeno RoadFairhope, AL 36532
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,131,075

2024 Contributions

$127,457

Historical Graphs

Total Assets Over Time

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

$1,131,075$565,538$0201220182024YearValue
$1,131,075Latest year 2024

Participants Over Time

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

950201220182024YearValue
9Latest 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
202419$1,131,075$127,457$14,162iApproximate average salary by contribution assumption: employee only about $354,047 at 4% or $236,031 at 6%; with 50% employer match about $236,031 at 4% or $157,354 at 6%; with 100% employer match about $177,024 at 4% or $118,016 at 6%.
Brown Financial Advisory 401(K) Profit Sharing Plan-9$1,131,075$127,457$14,162iApproximate average salary by contribution assumption: employee only about $354,047 at 4% or $236,031 at 6%; with 50% employer match about $236,031 at 4% or $157,354 at 6%; with 100% employer match about $177,024 at 4% or $118,016 at 6%.
202316$905,329$94,041$15,674iApproximate average salary by contribution assumption: employee only about $391,838 at 4% or $261,225 at 6%; with 50% employer match about $261,225 at 4% or $174,150 at 6%; with 100% employer match about $195,919 at 4% or $130,613 at 6%.
Brown Financial Advisory 401(K) Profit Sharing Plan-6$905,329$94,041$15,674iApproximate average salary by contribution assumption: employee only about $391,838 at 4% or $261,225 at 6%; with 50% employer match about $261,225 at 4% or $174,150 at 6%; with 100% employer match about $195,919 at 4% or $130,613 at 6%.
202217$1,013,035$129,923$18,560iApproximate average salary by contribution assumption: employee only about $464,011 at 4% or $309,340 at 6%; with 50% employer match about $309,340 at 4% or $206,227 at 6%; with 100% employer match about $232,005 at 4% or $154,670 at 6%.
Brown Financial Advisory 401(K) Profit Sharing Plan-7$1,013,035$129,923$18,560iApproximate average salary by contribution assumption: employee only about $464,011 at 4% or $309,340 at 6%; with 50% employer match about $309,340 at 4% or $206,227 at 6%; with 100% employer match about $232,005 at 4% or $154,670 at 6%.
202117$1,076,305$101,498$14,500iApproximate average salary by contribution assumption: employee only about $362,493 at 4% or $241,662 at 6%; with 50% employer match about $241,662 at 4% or $161,108 at 6%; with 100% employer match about $181,246 at 4% or $120,831 at 6%.
Brown Financial Advisory 401(K) Profit Sharing Plan-7$1,076,305$101,498$14,500iApproximate average salary by contribution assumption: employee only about $362,493 at 4% or $241,662 at 6%; with 50% employer match about $241,662 at 4% or $161,108 at 6%; with 100% employer match about $181,246 at 4% or $120,831 at 6%.
202015$818,714$95,251$19,050iApproximate average salary by contribution assumption: employee only about $476,255 at 4% or $317,503 at 6%; with 50% employer match about $317,503 at 4% or $211,669 at 6%; with 100% employer match about $238,128 at 4% or $158,752 at 6%.
Brown Financial Advisory 401(K) Profit Sharing Plan-5$818,714$95,251$19,050iApproximate average salary by contribution assumption: employee only about $476,255 at 4% or $317,503 at 6%; with 50% employer match about $317,503 at 4% or $211,669 at 6%; with 100% employer match about $238,128 at 4% or $158,752 at 6%.
201915$637,489$71,795$14,359iApproximate average salary by contribution assumption: employee only about $358,975 at 4% or $239,317 at 6%; with 50% employer match about $239,317 at 4% or $159,544 at 6%; with 100% employer match about $179,488 at 4% or $119,658 at 6%.
Brown Financial Advisory 401(K) Profit Sharing Plan-5$637,489$71,795$14,359iApproximate average salary by contribution assumption: employee only about $358,975 at 4% or $239,317 at 6%; with 50% employer match about $239,317 at 4% or $159,544 at 6%; with 100% employer match about $179,488 at 4% or $119,658 at 6%.
201813$467,523$89,479$29,826iApproximate average salary by contribution assumption: employee only about $745,658 at 4% or $497,106 at 6%; with 50% employer match about $497,106 at 4% or $331,404 at 6%; with 100% employer match about $372,829 at 4% or $248,553 at 6%.
Brown Financial Advisory 401(K) Profit Sharing Plan-3$467,523$89,479$29,826iApproximate average salary by contribution assumption: employee only about $745,658 at 4% or $497,106 at 6%; with 50% employer match about $497,106 at 4% or $331,404 at 6%; with 100% employer match about $372,829 at 4% or $248,553 at 6%.
201714$938,820$169,312$42,328iApproximate average salary by contribution assumption: employee only about $1,058,200 at 4% or $705,467 at 6%; with 50% employer match about $705,467 at 4% or $470,311 at 6%; with 100% employer match about $529,100 at 4% or $352,733 at 6%.
Brown Financial Advisory 401(K) Profit Sharing Plan-4$938,820$169,312$42,328iApproximate average salary by contribution assumption: employee only about $1,058,200 at 4% or $705,467 at 6%; with 50% employer match about $705,467 at 4% or $470,311 at 6%; with 100% employer match about $529,100 at 4% or $352,733 at 6%.
201614$655,945$113,167$28,292iApproximate average salary by contribution assumption: employee only about $707,294 at 4% or $471,529 at 6%; with 50% employer match about $471,529 at 4% or $314,353 at 6%; with 100% employer match about $353,647 at 4% or $235,765 at 6%.
Brown Financial Advisory 401(K) Profit Sharing Plan-4$655,945$113,167$28,292iApproximate average salary by contribution assumption: employee only about $707,294 at 4% or $471,529 at 6%; with 50% employer match about $471,529 at 4% or $314,353 at 6%; with 100% employer match about $353,647 at 4% or $235,765 at 6%.
201515$564,845$73,812$14,762iApproximate average salary by contribution assumption: employee only about $369,060 at 4% or $246,040 at 6%; with 50% employer match about $246,040 at 4% or $164,027 at 6%; with 100% employer match about $184,530 at 4% or $123,020 at 6%.
Brown Financial Advisory 401(K) Profit Sharing Plan-5$564,845$73,812$14,762iApproximate average salary by contribution assumption: employee only about $369,060 at 4% or $246,040 at 6%; with 50% employer match about $246,040 at 4% or $164,027 at 6%; with 100% employer match about $184,530 at 4% or $123,020 at 6%.
201414$518,057$40,217$10,054iApproximate average salary by contribution assumption: employee only about $251,356 at 4% or $167,571 at 6%; with 50% employer match about $167,571 at 4% or $111,714 at 6%; with 100% employer match about $125,678 at 4% or $83,785 at 6%.
Brown Financial Advisory 401(K) Profit Sharing Plan-4$518,057$40,217$10,054iApproximate average salary by contribution assumption: employee only about $251,356 at 4% or $167,571 at 6%; with 50% employer match about $167,571 at 4% or $111,714 at 6%; with 100% employer match about $125,678 at 4% or $83,785 at 6%.
201315$459,958$47,073$9,415iApproximate average salary by contribution assumption: employee only about $235,365 at 4% or $156,910 at 6%; with 50% employer match about $156,910 at 4% or $104,607 at 6%; with 100% employer match about $117,683 at 4% or $78,455 at 6%.
Brown Financial Advisory 401(K) Profit Sharing Plan-5$459,958$47,073$9,415iApproximate average salary by contribution assumption: employee only about $235,365 at 4% or $156,910 at 6%; with 50% employer match about $156,910 at 4% or $104,607 at 6%; with 100% employer match about $117,683 at 4% or $78,455 at 6%.
201215$350,893$56,586$11,317iApproximate average salary by contribution assumption: employee only about $282,930 at 4% or $188,620 at 6%; with 50% employer match about $188,620 at 4% or $125,747 at 6%; with 100% employer match about $141,465 at 4% or $94,310 at 6%.
Brown Financial Advisory 401(K) Profit Sharing Plan-5$350,893$56,586$11,317iApproximate average salary by contribution assumption: employee only about $282,930 at 4% or $188,620 at 6%; with 50% employer match about $188,620 at 4% or $125,747 at 6%; with 100% employer match about $141,465 at 4% or $94,310 at 6%.
Brown Mcleod Inc. | EIN 27-3779966 | 2024 Form 5500 Company Profile