Civic Intelligence

Brown Wealth Management LLC

Plan context: Brown Wealth Management LLC 401 K Profit Sharing Plan Trust

EIN 35-2543420 • San Diego, CA • 10 filings • 3 plans

12348 High Bluff DriveSuite 200San Diego, CA 92130
Current Snapshot

Latest Year

2025

2025 Participants

26

2025 Assets

$4,928,981

2025 Contributions

$507,498

Historical Graphs

Total Assets Over Time

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

$4,928,981$2,464,491$0201620212025YearValue
$4,928,981Latest year 2025

Participants Over Time

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

26130201620212025YearValue
26Latest year 2025

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
2025126$4,928,981$507,498$19,519iApproximate average salary by contribution assumption: employee only about $487,979 at 4% or $325,319 at 6%; with 50% employer match about $325,319 at 4% or $216,879 at 6%; with 100% employer match about $243,989 at 4% or $162,660 at 6%.
Brown Wealth Management LLC 401 K Profit Sharing Plan Trust-26$4,928,981$507,498$19,519iApproximate average salary by contribution assumption: employee only about $487,979 at 4% or $325,319 at 6%; with 50% employer match about $325,319 at 4% or $216,879 at 6%; with 100% employer match about $243,989 at 4% or $162,660 at 6%.
2024123$3,733,585$471,043$20,480iApproximate average salary by contribution assumption: employee only about $512,003 at 4% or $341,336 at 6%; with 50% employer match about $341,336 at 4% or $227,557 at 6%; with 100% employer match about $256,002 at 4% or $170,668 at 6%.
Brown Wealth Management LLC 401 K Profit Sharing Plan Trust-23$3,733,585$471,043$20,480iApproximate average salary by contribution assumption: employee only about $512,003 at 4% or $341,336 at 6%; with 50% employer match about $341,336 at 4% or $227,557 at 6%; with 100% employer match about $256,002 at 4% or $170,668 at 6%.
2023123$2,960,133$471,231$20,488iApproximate average salary by contribution assumption: employee only about $512,208 at 4% or $341,472 at 6%; with 50% employer match about $341,472 at 4% or $227,648 at 6%; with 100% employer match about $256,104 at 4% or $170,736 at 6%.
Brown Wealth Management LLC 401 K Profit Sharing Plan Trust-23$2,960,133$471,231$20,488iApproximate average salary by contribution assumption: employee only about $512,208 at 4% or $341,472 at 6%; with 50% employer match about $341,472 at 4% or $227,648 at 6%; with 100% employer match about $256,104 at 4% or $170,736 at 6%.
2022124$2,081,306$441,967$18,415iApproximate average salary by contribution assumption: employee only about $460,382 at 4% or $306,922 at 6%; with 50% employer match about $306,922 at 4% or $204,614 at 6%; with 100% employer match about $230,191 at 4% or $153,461 at 6%.
Brown Wealth Management LLC 401 K Profit Sharing Plan Trust-24$2,081,306$441,967$18,415iApproximate average salary by contribution assumption: employee only about $460,382 at 4% or $306,922 at 6%; with 50% employer match about $306,922 at 4% or $204,614 at 6%; with 100% employer match about $230,191 at 4% or $153,461 at 6%.
2021114$2,066,025$732,572$52,327iApproximate average salary by contribution assumption: employee only about $1,308,164 at 4% or $872,110 at 6%; with 50% employer match about $872,110 at 4% or $581,406 at 6%; with 100% employer match about $654,082 at 4% or $436,055 at 6%.
Brown Wealth Management LLC 401 K Profit Sharing Plan Trust-14$2,066,025$732,572$52,327iApproximate average salary by contribution assumption: employee only about $1,308,164 at 4% or $872,110 at 6%; with 50% employer match about $872,110 at 4% or $581,406 at 6%; with 100% employer match about $654,082 at 4% or $436,055 at 6%.
202019$1,088,639$186,510$20,723iApproximate average salary by contribution assumption: employee only about $518,083 at 4% or $345,389 at 6%; with 50% employer match about $345,389 at 4% or $230,259 at 6%; with 100% employer match about $259,042 at 4% or $172,694 at 6%.
Brown Wealth Management LLC 401 K Profit Sharing Plan Trust-9$1,088,639$186,510$20,723iApproximate average salary by contribution assumption: employee only about $518,083 at 4% or $345,389 at 6%; with 50% employer match about $345,389 at 4% or $230,259 at 6%; with 100% employer match about $259,042 at 4% or $172,694 at 6%.
201919$742,998$162,107$18,012iApproximate average salary by contribution assumption: employee only about $450,297 at 4% or $300,198 at 6%; with 50% employer match about $300,198 at 4% or $200,132 at 6%; with 100% employer match about $225,149 at 4% or $150,099 at 6%.
Brown Wealth Management LLC 401 K Profit Sharing Plan Trust-9$742,998$162,107$18,012iApproximate average salary by contribution assumption: employee only about $450,297 at 4% or $300,198 at 6%; with 50% employer match about $300,198 at 4% or $200,132 at 6%; with 100% employer match about $225,149 at 4% or $150,099 at 6%.
201817$483,173$133,667$19,095iApproximate average salary by contribution assumption: employee only about $477,382 at 4% or $318,255 at 6%; with 50% employer match about $318,255 at 4% or $212,170 at 6%; with 100% employer match about $238,691 at 4% or $159,127 at 6%.
Brown Wealth Management LLC 401 K Profit Sharing Plan Trust-7$483,173$133,667$19,095iApproximate average salary by contribution assumption: employee only about $477,382 at 4% or $318,255 at 6%; with 50% employer match about $318,255 at 4% or $212,170 at 6%; with 100% employer match about $238,691 at 4% or $159,127 at 6%.
201718$377,556$115,844$14,481iApproximate average salary by contribution assumption: employee only about $362,013 at 4% or $241,342 at 6%; with 50% employer match about $241,342 at 4% or $160,894 at 6%; with 100% employer match about $181,006 at 4% or $120,671 at 6%.
Brown Wealth Management LLC 401 K Profit Sharing Plan Trust-8$377,556$115,844$14,481iApproximate average salary by contribution assumption: employee only about $362,013 at 4% or $241,342 at 6%; with 50% employer match about $241,342 at 4% or $160,894 at 6%; with 100% employer match about $181,006 at 4% or $120,671 at 6%.
201617$226,932$213,847$30,550iApproximate average salary by contribution assumption: employee only about $763,739 at 4% or $509,160 at 6%; with 50% employer match about $509,160 at 4% or $339,440 at 6%; with 100% employer match about $381,870 at 4% or $254,580 at 6%.
Brown Wealth Management LLC 401 K Profit Sharing Plan Trust-7$226,932$213,847$30,550iApproximate average salary by contribution assumption: employee only about $763,739 at 4% or $509,160 at 6%; with 50% employer match about $509,160 at 4% or $339,440 at 6%; with 100% employer match about $381,870 at 4% or $254,580 at 6%.