Charles Brown Clu & Co.
Plan context: Charles Brown, Clu & Co. Profit Sharing Plan
EIN 31-1068649 • Cincinnati, OH • 11 filings • 3 plans
Current Snapshot
Latest Year
2009
2009 Participants
2
2009 Assets
$1,354
2009 Contributions
$21,147
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 2 | $1,354 | $0 | - |
| Charles Brown, Clu & Co. Profit Sharing Plan | - | 2 | $1,354 | $0 | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| Charles Brown, Clu & Co. Profit Sharing Plan | - | 2 | - | - | - |
| 2006 | 1 | 2 | $398,497 | $21,147 | $10,574iApproximate average salary by contribution assumption: employee only about $264,338 at 4% or $176,225 at 6%; with 50% employer match about $176,225 at 4% or $117,483 at 6%; with 100% employer match about $132,169 at 4% or $88,113 at 6%. |
| Charles Brown, Clu & Co. Profit Sharing Plan | - | 2 | $398,497 | $21,147 | $10,574iApproximate average salary by contribution assumption: employee only about $264,338 at 4% or $176,225 at 6%; with 50% employer match about $176,225 at 4% or $117,483 at 6%; with 100% employer match about $132,169 at 4% or $88,113 at 6%. |
| 2005 | 1 | 2 | $333,603 | $43,731 | $21,866iApproximate average salary by contribution assumption: employee only about $546,638 at 4% or $364,425 at 6%; with 50% employer match about $364,425 at 4% or $242,950 at 6%; with 100% employer match about $273,319 at 4% or $182,213 at 6%. |
| Charles Brown, Clu & Co. Profit Sharing Plan | - | 2 | $333,603 | $43,731 | $21,866iApproximate average salary by contribution assumption: employee only about $546,638 at 4% or $364,425 at 6%; with 50% employer match about $364,425 at 4% or $242,950 at 6%; with 100% employer match about $273,319 at 4% or $182,213 at 6%. |
| 2004 | 1 | 2 | $272,515 | $42,644 | $21,322iApproximate average salary by contribution assumption: employee only about $533,050 at 4% or $355,367 at 6%; with 50% employer match about $355,367 at 4% or $236,911 at 6%; with 100% employer match about $266,525 at 4% or $177,683 at 6%. |
| Charles Brown, Clu & Co. Profit Sharing Plan | - | 2 | $272,515 | $42,644 | $21,322iApproximate average salary by contribution assumption: employee only about $533,050 at 4% or $355,367 at 6%; with 50% employer match about $355,367 at 4% or $236,911 at 6%; with 100% employer match about $266,525 at 4% or $177,683 at 6%. |
| 2003 | 1 | 3 | $201,836 | $42,063 | $14,021iApproximate average salary by contribution assumption: employee only about $350,525 at 4% or $233,683 at 6%; with 50% employer match about $233,683 at 4% or $155,789 at 6%; with 100% employer match about $175,263 at 4% or $116,842 at 6%. |
| Charles Brown, Clu & Co. Profit Sharing Plan | - | 3 | $201,836 | $42,063 | $14,021iApproximate average salary by contribution assumption: employee only about $350,525 at 4% or $233,683 at 6%; with 50% employer match about $233,683 at 4% or $155,789 at 6%; with 100% employer match about $175,263 at 4% or $116,842 at 6%. |
| 2002 | 1 | 3 | $132,590 | $47,976 | $15,992iApproximate average salary by contribution assumption: employee only about $399,800 at 4% or $266,533 at 6%; with 50% employer match about $266,533 at 4% or $177,689 at 6%; with 100% employer match about $199,900 at 4% or $133,267 at 6%. |
| Charles Brown, Clu & Co. Profit Sharing Plan | - | 3 | $132,590 | $47,976 | $15,992iApproximate average salary by contribution assumption: employee only about $399,800 at 4% or $266,533 at 6%; with 50% employer match about $266,533 at 4% or $177,689 at 6%; with 100% employer match about $199,900 at 4% or $133,267 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Charles Brown, Clu & Co. Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 1 | 3 | $57,385 | $31,221 | $10,407iApproximate average salary by contribution assumption: employee only about $260,175 at 4% or $173,450 at 6%; with 50% employer match about $173,450 at 4% or $115,633 at 6%; with 100% employer match about $130,088 at 4% or $86,725 at 6%. |
| Charles Brown, Clu & Co. Profit Sharing Plan | - | 3 | $57,385 | $31,221 | $10,407iApproximate average salary by contribution assumption: employee only about $260,175 at 4% or $173,450 at 6%; with 50% employer match about $173,450 at 4% or $115,633 at 6%; with 100% employer match about $130,088 at 4% or $86,725 at 6%. |
| 1999 | 2 | 2 | $26,200 | $26,200 | $13,100iApproximate average salary by contribution assumption: employee only about $327,500 at 4% or $218,333 at 6%; with 50% employer match about $218,333 at 4% or $145,556 at 6%; with 100% employer match about $163,750 at 4% or $109,167 at 6%. |
| Charles Brown, Clu & Co. Profit Sharing Plan | - | 2 | $26,200 | $26,200 | $13,100iApproximate average salary by contribution assumption: employee only about $327,500 at 4% or $218,333 at 6%; with 50% employer match about $218,333 at 4% or $145,556 at 6%; with 100% employer match about $163,750 at 4% or $109,167 at 6%. |
| Charles Brown, Clu & Co. Inc. Defined Benefit Plan | - | 0 | - | - | - |