Civic Intelligence

Brockman & Co., Cpas Inc.

Plan context: BROCKMAN AND COMPANY SOCA BENEFIT PLAN

EIN 31-1347162 • Dayton, OH • 9 filings • 2 plans

8270 WashingtonVillage DrDayton, OH 45459
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$992

2024 Contributions

$32,784

Historical Graphs

Total Assets Over Time

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

$77,063$38,532$0200320072024YearValue
$992Latest year 2024

Participants Over Time

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

740200320072024YearValue
3Latest 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
202413$992$32,784$10,928iApproximate average salary by contribution assumption: employee only about $273,200 at 4% or $182,133 at 6%; with 50% employer match about $182,133 at 4% or $121,422 at 6%; with 100% employer match about $136,600 at 4% or $91,067 at 6%.
BROCKMAN AND COMPANY SOCA BENEFIT PLAN-3$992$32,784$10,928iApproximate average salary by contribution assumption: employee only about $273,200 at 4% or $182,133 at 6%; with 50% employer match about $182,133 at 4% or $121,422 at 6%; with 100% employer match about $136,600 at 4% or $91,067 at 6%.
202312$772$18,061$9,031iApproximate average salary by contribution assumption: employee only about $225,763 at 4% or $150,508 at 6%; with 50% employer match about $150,508 at 4% or $100,339 at 6%; with 100% employer match about $112,881 at 4% or $75,254 at 6%.
BROCKMAN AND COMPANY SOCA BENEFIT PLAN-2$772$18,061$9,031iApproximate average salary by contribution assumption: employee only about $225,763 at 4% or $150,508 at 6%; with 50% employer match about $150,508 at 4% or $100,339 at 6%; with 100% employer match about $112,881 at 4% or $75,254 at 6%.
202212$518$16,881$8,441iApproximate average salary by contribution assumption: employee only about $211,013 at 4% or $140,675 at 6%; with 50% employer match about $140,675 at 4% or $93,783 at 6%; with 100% employer match about $105,506 at 4% or $70,338 at 6%.
BROCKMAN AND COMPANY SOCA BENEFIT PLAN-2$518$16,881$8,441iApproximate average salary by contribution assumption: employee only about $211,013 at 4% or $140,675 at 6%; with 50% employer match about $140,675 at 4% or $93,783 at 6%; with 100% employer match about $105,506 at 4% or $70,338 at 6%.
200815$49,388$8,919$1,784iApproximate average salary by contribution assumption: employee only about $44,595 at 4% or $29,730 at 6%; with 50% employer match about $29,730 at 4% or $19,820 at 6%; with 100% employer match about $22,298 at 4% or $14,865 at 6%.
Brockman & Co. 401K Plan-5$49,388$8,919$1,784iApproximate average salary by contribution assumption: employee only about $44,595 at 4% or $29,730 at 6%; with 50% employer match about $29,730 at 4% or $19,820 at 6%; with 100% employer match about $22,298 at 4% or $14,865 at 6%.
200715$77,063$13,506$2,701iApproximate average salary by contribution assumption: employee only about $67,530 at 4% or $45,020 at 6%; with 50% employer match about $45,020 at 4% or $30,013 at 6%; with 100% employer match about $33,765 at 4% or $22,510 at 6%.
Brockman & Co. 401K Plan-5$77,063$13,506$2,701iApproximate average salary by contribution assumption: employee only about $67,530 at 4% or $45,020 at 6%; with 50% employer match about $45,020 at 4% or $30,013 at 6%; with 100% employer match about $33,765 at 4% or $22,510 at 6%.
200616$61,665$19,009$3,168iApproximate average salary by contribution assumption: employee only about $79,204 at 4% or $52,803 at 6%; with 50% employer match about $52,803 at 4% or $35,202 at 6%; with 100% employer match about $39,602 at 4% or $26,401 at 6%.
Brockman & Co. 401K Plan-6$61,665$19,009$3,168iApproximate average salary by contribution assumption: employee only about $79,204 at 4% or $52,803 at 6%; with 50% employer match about $52,803 at 4% or $35,202 at 6%; with 100% employer match about $39,602 at 4% or $26,401 at 6%.
200517$41,087$26,934$3,848iApproximate average salary by contribution assumption: employee only about $96,193 at 4% or $64,129 at 6%; with 50% employer match about $64,129 at 4% or $42,752 at 6%; with 100% employer match about $48,096 at 4% or $32,064 at 6%.
Brockman & Co. 401K Plan-7$41,087$26,934$3,848iApproximate average salary by contribution assumption: employee only about $96,193 at 4% or $64,129 at 6%; with 50% employer match about $64,129 at 4% or $42,752 at 6%; with 100% employer match about $48,096 at 4% or $32,064 at 6%.
200417$12,136$5,804$829iApproximate average salary by contribution assumption: employee only about $20,729 at 4% or $13,819 at 6%; with 50% employer match about $13,819 at 4% or $9,213 at 6%; with 100% employer match about $10,364 at 4% or $6,910 at 6%.
Brockman & Co. 401K Plan-7$12,136$5,804$829iApproximate average salary by contribution assumption: employee only about $20,729 at 4% or $13,819 at 6%; with 50% employer match about $13,819 at 4% or $9,213 at 6%; with 100% employer match about $10,364 at 4% or $6,910 at 6%.
200316$5,413$4,960$827iApproximate average salary by contribution assumption: employee only about $20,667 at 4% or $13,778 at 6%; with 50% employer match about $13,778 at 4% or $9,185 at 6%; with 100% employer match about $10,333 at 4% or $6,889 at 6%.
Brockman & Co. 401K Plan-6$5,413$4,960$827iApproximate average salary by contribution assumption: employee only about $20,667 at 4% or $13,778 at 6%; with 50% employer match about $13,778 at 4% or $9,185 at 6%; with 100% employer match about $10,333 at 4% or $6,889 at 6%.