Irwin Broh & Associates Inc.
Plan context: Irwin Broh & Associates Inc. 401(K) Plan
EIN 36-2728376 • Des Plaines, IL • 69 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$5,080,524
2024 Contributions
$158,470
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 |
|---|---|---|---|---|---|
| 2024 | 3 | 13 | $5,080,524 | $158,470 | $12,190iApproximate average salary by contribution assumption: employee only about $304,750 at 4% or $203,167 at 6%; with 50% employer match about $203,167 at 4% or $135,444 at 6%; with 100% employer match about $152,375 at 4% or $101,583 at 6%. |
| Irwin Broh & Associates Inc. 401(K) Plan | - | 13 | $4,095,969 | $158,470 | $12,190iApproximate average salary by contribution assumption: employee only about $304,750 at 4% or $203,167 at 6%; with 50% employer match about $203,167 at 4% or $135,444 at 6%; with 100% employer match about $152,375 at 4% or $101,583 at 6%. |
| Irwin Broh & Associates Inc. Profit Sharing Plan and Trust | - | 10 | $819,555 | $0 | - |
| Irwin Broh Associates Inc. Esop and Trust | - | 12 | $165,000 | - | - |
| 2023 | 3 | 14 | $5,512,809 | $164,601 | $11,757iApproximate average salary by contribution assumption: employee only about $293,930 at 4% or $195,954 at 6%; with 50% employer match about $195,954 at 4% or $130,636 at 6%; with 100% employer match about $146,965 at 4% or $97,977 at 6%. |
| Irwin Broh & Associates Inc. 401(K) Plan | - | 14 | $3,983,629 | $164,601 | $11,757iApproximate average salary by contribution assumption: employee only about $293,930 at 4% or $195,954 at 6%; with 50% employer match about $195,954 at 4% or $130,636 at 6%; with 100% employer match about $146,965 at 4% or $97,977 at 6%. |
| Irwin Broh Associates Inc. Esop and Trust | - | 12 | $772,992 | - | - |
| Irwin Broh & Associates Inc. Profit Sharing Plan and Trust | - | 10 | $756,188 | - | - |
| 2022 | 3 | 15 | $6,226,637 | $182,095 | $12,140iApproximate average salary by contribution assumption: employee only about $303,492 at 4% or $202,328 at 6%; with 50% employer match about $202,328 at 4% or $134,885 at 6%; with 100% employer match about $151,746 at 4% or $101,164 at 6%. |
| Irwin Broh & Associates Inc. 401(K) Plan | - | 15 | $4,365,665 | $132,095 | $8,806iApproximate average salary by contribution assumption: employee only about $220,158 at 4% or $146,772 at 6%; with 50% employer match about $146,772 at 4% or $97,848 at 6%; with 100% employer match about $110,079 at 4% or $73,386 at 6%. |
| Irwin Broh Associates Inc. Esop and Trust | - | 12 | $1,171,088 | $40,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| Irwin Broh & Associates Inc. Profit Sharing Plan and Trust | - | 12 | $689,884 | $10,000 | $833iApproximate average salary by contribution assumption: employee only about $20,833 at 4% or $13,889 at 6%; with 50% employer match about $13,889 at 4% or $9,259 at 6%; with 100% employer match about $10,417 at 4% or $6,944 at 6%. |
| 2021 | 3 | 17 | $7,906,090 | $237,188 | $13,952iApproximate average salary by contribution assumption: employee only about $348,806 at 4% or $232,537 at 6%; with 50% employer match about $232,537 at 4% or $155,025 at 6%; with 100% employer match about $174,403 at 4% or $116,269 at 6%. |
| Irwin Broh & Associates Inc. 401(K) Plan | - | 17 | $5,087,319 | $197,188 | $11,599iApproximate average salary by contribution assumption: employee only about $289,982 at 4% or $193,322 at 6%; with 50% employer match about $193,322 at 4% or $128,881 at 6%; with 100% employer match about $144,991 at 4% or $96,661 at 6%. |
| Irwin Broh & Associates Inc. Profit Sharing Plan and Trust | - | 10 | $1,820,091 | - | - |
| Irwin Broh Associates Inc. Esop and Trust | - | 13 | $998,680 | $40,000 | $3,077iApproximate average salary by contribution assumption: employee only about $76,923 at 4% or $51,282 at 6%; with 50% employer match about $51,282 at 4% or $34,188 at 6%; with 100% employer match about $38,462 at 4% or $25,641 at 6%. |
| 2020 | 3 | 18 | $8,874,487 | $204,184 | $11,344iApproximate average salary by contribution assumption: employee only about $283,589 at 4% or $189,059 at 6%; with 50% employer match about $189,059 at 4% or $126,040 at 6%; with 100% employer match about $141,794 at 4% or $94,530 at 6%. |
| Irwin Broh & Associates Inc. 401(K) Plan | - | 18 | $5,245,172 | $204,184 | $11,344iApproximate average salary by contribution assumption: employee only about $283,589 at 4% or $189,059 at 6%; with 50% employer match about $189,059 at 4% or $126,040 at 6%; with 100% employer match about $141,794 at 4% or $94,530 at 6%. |
| Irwin Broh & Associates Inc. Profit Sharing Plan and Trust | - | 12 | $1,884,887 | - | - |
| Irwin Broh Associates Inc. Esop and Trust | - | 15 | $1,744,428 | - | - |
| 2019 | 3 | 18 | $8,201,851 | $254,274 | $14,126iApproximate average salary by contribution assumption: employee only about $353,158 at 4% or $235,439 at 6%; with 50% employer match about $235,439 at 4% or $156,959 at 6%; with 100% employer match about $176,579 at 4% or $117,719 at 6%. |
| Irwin Broh & Associates Inc. 401(K) Plan | - | 18 | $4,589,195 | $214,274 | $11,904iApproximate average salary by contribution assumption: employee only about $297,603 at 4% or $198,402 at 6%; with 50% employer match about $198,402 at 4% or $132,268 at 6%; with 100% employer match about $148,801 at 4% or $99,201 at 6%. |
| Irwin Broh & Associates Inc. Profit Sharing Plan and Trust | - | 18 | $1,896,923 | $40,000 | $2,222iApproximate average salary by contribution assumption: employee only about $55,556 at 4% or $37,037 at 6%; with 50% employer match about $37,037 at 4% or $24,691 at 6%; with 100% employer match about $27,778 at 4% or $18,519 at 6%. |
| Irwin Broh Associates Inc. Esop and Trust | - | 16 | $1,715,733 | - | - |
| 2018 | 3 | 23 | $8,261,503 | $207,739 | $9,032iApproximate average salary by contribution assumption: employee only about $225,803 at 4% or $150,536 at 6%; with 50% employer match about $150,536 at 4% or $100,357 at 6%; with 100% employer match about $112,902 at 4% or $75,268 at 6%. |
| Irwin Broh & Associates Inc. 401(K) Plan | - | 23 | $4,577,019 | $207,739 | $9,032iApproximate average salary by contribution assumption: employee only about $225,803 at 4% or $150,536 at 6%; with 50% employer match about $150,536 at 4% or $100,357 at 6%; with 100% employer match about $112,902 at 4% or $75,268 at 6%. |
| Irwin Broh & Associates Inc. Profit Sharing Plan and Trust | - | 17 | $2,652,041 | - | - |
| Irwin Broh Associates Inc. Esop and Trust | - | 18 | $1,032,443 | - | - |
| 2017 | 3 | 24 | $9,683,951 | $269,827 | $11,243iApproximate average salary by contribution assumption: employee only about $281,070 at 4% or $187,380 at 6%; with 50% employer match about $187,380 at 4% or $124,920 at 6%; with 100% employer match about $140,535 at 4% or $93,690 at 6%. |
| Irwin Broh & Associates Inc. 401(K) Plan | - | 23 | $4,593,288 | $228,827 | $9,949iApproximate average salary by contribution assumption: employee only about $248,725 at 4% or $165,817 at 6%; with 50% employer match about $165,817 at 4% or $110,544 at 6%; with 100% employer match about $124,363 at 4% or $82,908 at 6%. |
| Irwin Broh & Associates Inc. Profit Sharing Plan and Trust | - | 24 | $3,585,318 | - | - |
| Irwin Broh Associates Inc. Esop and Trust | - | 20 | $1,505,345 | $41,000 | $2,050iApproximate average salary by contribution assumption: employee only about $51,250 at 4% or $34,167 at 6%; with 50% employer match about $34,167 at 4% or $22,778 at 6%; with 100% employer match about $25,625 at 4% or $17,083 at 6%. |
| 2016 | 3 | 26 | $9,196,472 | $302,747 | $11,644iApproximate average salary by contribution assumption: employee only about $291,103 at 4% or $194,069 at 6%; with 50% employer match about $194,069 at 4% or $129,379 at 6%; with 100% employer match about $145,551 at 4% or $97,034 at 6%. |
| Irwin Broh & Associates Inc. 401(K) Plan | - | 25 | $3,954,956 | $302,747 | $12,110iApproximate average salary by contribution assumption: employee only about $302,747 at 4% or $201,831 at 6%; with 50% employer match about $201,831 at 4% or $134,554 at 6%; with 100% employer match about $151,374 at 4% or $100,916 at 6%. |
| Irwin Broh & Associates Inc. Profit Sharing Plan and Trust | - | 26 | $3,251,761 | - | - |
| Irwin Broh Associates Inc. Esop and Trust | - | 24 | $1,989,755 | - | - |
| 2015 | 3 | 29 | $9,259,729 | $266,911 | $9,204iApproximate average salary by contribution assumption: employee only about $230,096 at 4% or $153,397 at 6%; with 50% employer match about $153,397 at 4% or $102,265 at 6%; with 100% employer match about $115,048 at 4% or $76,699 at 6%. |
| Irwin Broh & Associates Inc. 401(K) Plan | - | 26 | $3,461,495 | $266,911 | $10,266iApproximate average salary by contribution assumption: employee only about $256,645 at 4% or $171,097 at 6%; with 50% employer match about $171,097 at 4% or $114,065 at 6%; with 100% employer match about $128,323 at 4% or $85,548 at 6%. |
| Irwin Broh & Associates Inc. Profit Sharing Plan and Trust | - | 29 | $3,363,199 | - | - |
| Irwin Broh Associates Inc. Esop and Trust | - | 27 | $2,435,035 | - | - |
| 2014 | 3 | 30 | $9,634,290 | $353,477 | $11,783iApproximate average salary by contribution assumption: employee only about $294,564 at 4% or $196,376 at 6%; with 50% employer match about $196,376 at 4% or $130,917 at 6%; with 100% employer match about $147,282 at 4% or $98,188 at 6%. |
| Irwin Broh Associates Inc. Esop and Trust | - | 29 | $3,241,924 | $88,000 | $3,034iApproximate average salary by contribution assumption: employee only about $75,862 at 4% or $50,575 at 6%; with 50% employer match about $50,575 at 4% or $33,716 at 6%; with 100% employer match about $37,931 at 4% or $25,287 at 6%. |
| Irwin Broh & Associates Inc. Profit Sharing Plan and Trust | - | 30 | $3,196,445 | - | - |
| Irwin Broh & Associates Inc. 401(K) Plan | - | 25 | $3,195,921 | $265,477 | $10,619iApproximate average salary by contribution assumption: employee only about $265,477 at 4% or $176,985 at 6%; with 50% employer match about $176,985 at 4% or $117,990 at 6%; with 100% employer match about $132,739 at 4% or $88,492 at 6%. |
| 2013 | 3 | 31 | $9,203,396 | $368,823 | $11,898iApproximate average salary by contribution assumption: employee only about $297,438 at 4% or $198,292 at 6%; with 50% employer match about $198,292 at 4% or $132,195 at 6%; with 100% employer match about $148,719 at 4% or $99,146 at 6%. |
| Irwin Broh Associates Inc. Esop and Trust | - | 30 | $3,419,057 | $105,000 | $3,500iApproximate average salary by contribution assumption: employee only about $87,500 at 4% or $58,333 at 6%; with 50% employer match about $58,333 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%. |
| Irwin Broh & Associates Inc. Profit Sharing Plan and Trust | - | 31 | $2,948,047 | - | - |
| Irwin Broh & Associates Inc. 401(K) Plan | - | 26 | $2,836,292 | $263,823 | $10,147iApproximate average salary by contribution assumption: employee only about $253,676 at 4% or $169,117 at 6%; with 50% employer match about $169,117 at 4% or $112,745 at 6%; with 100% employer match about $126,838 at 4% or $84,559 at 6%. |
| 2012 | 3 | 32 | $7,519,521 | $354,573 | $11,080iApproximate average salary by contribution assumption: employee only about $277,010 at 4% or $184,673 at 6%; with 50% employer match about $184,673 at 4% or $123,116 at 6%; with 100% employer match about $138,505 at 4% or $92,337 at 6%. |
| Irwin Broh Associates Inc. Esop and Trust | - | 32 | $2,780,853 | $100,000 | $3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%. |
| Irwin Broh & Associates Inc. Profit Sharing Plan and Trust | - | 32 | $2,478,657 | - | - |
| Irwin Broh & Associates Inc. 401(K) Plan | - | 26 | $2,260,011 | $254,573 | $9,791iApproximate average salary by contribution assumption: employee only about $244,782 at 4% or $163,188 at 6%; with 50% employer match about $163,188 at 4% or $108,792 at 6%; with 100% employer match about $122,391 at 4% or $81,594 at 6%. |
| 2011 | 3 | 33 | $7,085,190 | $353,927 | $10,725iApproximate average salary by contribution assumption: employee only about $268,127 at 4% or $178,751 at 6%; with 50% employer match about $178,751 at 4% or $119,167 at 6%; with 100% employer match about $134,063 at 4% or $89,376 at 6%. |
| Irwin Broh Associates Inc. Esop and Trust | - | 33 | $2,819,084 | $100,000 | $3,030iApproximate average salary by contribution assumption: employee only about $75,758 at 4% or $50,505 at 6%; with 50% employer match about $50,505 at 4% or $33,670 at 6%; with 100% employer match about $37,879 at 4% or $25,253 at 6%. |
| Irwin Broh & Associates Inc. Profit Sharing Plan and Trust | - | 31 | $2,326,017 | - | - |
| Irwin Broh & Associates Inc. 401(K) Plan | - | 25 | $1,940,089 | $253,927 | $10,157iApproximate average salary by contribution assumption: employee only about $253,927 at 4% or $169,285 at 6%; with 50% employer match about $169,285 at 4% or $112,856 at 6%; with 100% employer match about $126,964 at 4% or $84,642 at 6%. |
| 2010 | 3 | 32 | $8,980,549 | $491,449 | $15,358iApproximate average salary by contribution assumption: employee only about $383,945 at 4% or $255,963 at 6%; with 50% employer match about $255,963 at 4% or $170,642 at 6%; with 100% employer match about $191,972 at 4% or $127,982 at 6%. |
| Irwin Broh Associates Inc. Esop and Trust | - | 30 | $5,025,718 | $100,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| Irwin Broh & Associates Inc. Profit Sharing Plan and Trust | - | 32 | $2,242,797 | $83,000 | $2,594iApproximate average salary by contribution assumption: employee only about $64,844 at 4% or $43,229 at 6%; with 50% employer match about $43,229 at 4% or $28,819 at 6%; with 100% employer match about $32,422 at 4% or $21,615 at 6%. |
| Irwin Broh & Associates Inc. 401(K) Plan | - | 27 | $1,712,034 | $308,449 | $11,424iApproximate average salary by contribution assumption: employee only about $285,601 at 4% or $190,401 at 6%; with 50% employer match about $190,401 at 4% or $126,934 at 6%; with 100% employer match about $142,800 at 4% or $95,200 at 6%. |
| 2009 | 3 | 34 | $6,375,777 | $302,451 | $8,896iApproximate average salary by contribution assumption: employee only about $222,390 at 4% or $148,260 at 6%; with 50% employer match about $148,260 at 4% or $98,840 at 6%; with 100% employer match about $111,195 at 4% or $74,130 at 6%. |
| Irwin Broh Associates Inc. Esop and Trust | - | 34 | $3,079,720 | $100,000 | $2,941iApproximate average salary by contribution assumption: employee only about $73,529 at 4% or $49,020 at 6%; with 50% employer match about $49,020 at 4% or $32,680 at 6%; with 100% employer match about $36,765 at 4% or $24,510 at 6%. |
| Irwin Broh & Associates Inc. Profit Sharing Plan and Trust | - | 33 | $2,027,494 | $0 | - |
| Irwin Broh & Associates Inc. Profit Sharing Plan and Trust | - | 29 | $1,268,563 | $202,451 | $6,981iApproximate average salary by contribution assumption: employee only about $174,527 at 4% or $116,351 at 6%; with 50% employer match about $116,351 at 4% or $77,567 at 6%; with 100% employer match about $87,263 at 4% or $58,176 at 6%. |
| 2008 | 2 | 30 | $5,359,344 | $289,154 | $9,638iApproximate average salary by contribution assumption: employee only about $240,962 at 4% or $160,641 at 6%; with 50% employer match about $160,641 at 4% or $107,094 at 6%; with 100% employer match about $120,481 at 4% or $80,321 at 6%. |
| Irwin Broh Associates Inc. Esop and Trust | - | 30 | $4,457,844 | $100,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| Irwin Broh & Associates Inc. Profit Sharing Plan and Trust | - | 25 | $901,500 | $189,154 | $7,566iApproximate average salary by contribution assumption: employee only about $189,154 at 4% or $126,103 at 6%; with 50% employer match about $126,103 at 4% or $84,068 at 6%; with 100% employer match about $94,577 at 4% or $63,051 at 6%. |
| 2007 | 2 | 33 | $0 | $0 | - |
| Irwin Broh & Associates Inc. Profit Sharing Plan and Trust | - | 29 | - | - | - |
| Irwin Broh Associates Inc. Esop and Trust | - | 33 | - | - | - |
| 2006 | 2 | 35 | $7,079,969 | $303,757 | $8,679iApproximate average salary by contribution assumption: employee only about $216,969 at 4% or $144,646 at 6%; with 50% employer match about $144,646 at 4% or $96,431 at 6%; with 100% employer match about $108,485 at 4% or $72,323 at 6%. |
| Irwin Broh Associates Inc. Esop and Trust | - | 35 | $6,084,374 | $122,500 | $3,500iApproximate average salary by contribution assumption: employee only about $87,500 at 4% or $58,333 at 6%; with 50% employer match about $58,333 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%. |
| Irwin Broh & Associates Inc. Profit Sharing Plan and Trust | - | 31 | $995,595 | $181,257 | $5,847iApproximate average salary by contribution assumption: employee only about $146,175 at 4% or $97,450 at 6%; with 50% employer match about $97,450 at 4% or $64,967 at 6%; with 100% employer match about $73,088 at 4% or $48,725 at 6%. |
| 2005 | 2 | 35 | $4,201,280 | $285,878 | $8,168iApproximate average salary by contribution assumption: employee only about $204,199 at 4% or $136,132 at 6%; with 50% employer match about $136,132 at 4% or $90,755 at 6%; with 100% employer match about $102,099 at 4% or $68,066 at 6%. |
| Irwin Broh Associates Inc. Esop and Trust | - | 35 | $3,437,944 | $99,902 | $2,854iApproximate average salary by contribution assumption: employee only about $71,359 at 4% or $47,572 at 6%; with 50% employer match about $47,572 at 4% or $31,715 at 6%; with 100% employer match about $35,679 at 4% or $23,786 at 6%. |
| Irwin Broh & Associates Inc. Profit Sharing Plan and Trust | - | 32 | $763,336 | $185,976 | $5,812iApproximate average salary by contribution assumption: employee only about $145,294 at 4% or $96,863 at 6%; with 50% employer match about $96,863 at 4% or $64,575 at 6%; with 100% employer match about $72,647 at 4% or $48,431 at 6%. |
| 2004 | 2 | 32 | $4,375,604 | $173,330 | $5,417iApproximate average salary by contribution assumption: employee only about $135,414 at 4% or $90,276 at 6%; with 50% employer match about $90,276 at 4% or $60,184 at 6%; with 100% employer match about $67,707 at 4% or $45,138 at 6%. |
| Irwin Broh Associates Inc. Esop and Trust | - | 32 | $3,819,795 | - | - |
| Irwin Broh & Associates Inc. Profit Sharing Plan and Trust | - | 31 | $555,809 | $173,330 | $5,591iApproximate average salary by contribution assumption: employee only about $139,782 at 4% or $93,188 at 6%; with 50% employer match about $93,188 at 4% or $62,125 at 6%; with 100% employer match about $69,891 at 4% or $46,594 at 6%. |
| 2003 | 2 | 35 | $4,104,867 | $150,592 | $4,303iApproximate average salary by contribution assumption: employee only about $107,566 at 4% or $71,710 at 6%; with 50% employer match about $71,710 at 4% or $47,807 at 6%; with 100% employer match about $53,783 at 4% or $35,855 at 6%. |
| Irwin Broh Associates Inc. Esop and Trust | - | 35 | $3,756,009 | - | - |
| Irwin Broh & Associates Inc. Profit Sharing Plan and Trust | - | 29 | $348,858 | $150,592 | $5,193iApproximate average salary by contribution assumption: employee only about $129,821 at 4% or $86,547 at 6%; with 50% employer match about $86,547 at 4% or $57,698 at 6%; with 100% employer match about $64,910 at 4% or $43,274 at 6%. |
| 2002 | 2 | 33 | $3,972,087 | $152,707 | $4,627iApproximate average salary by contribution assumption: employee only about $115,687 at 4% or $77,125 at 6%; with 50% employer match about $77,125 at 4% or $51,416 at 6%; with 100% employer match about $57,844 at 4% or $38,562 at 6%. |
| Irwin Broh Associates Inc. Esop and Trust | - | 33 | $3,809,359 | - | - |
| Irwin Broh & Associates Inc. Profit Sharing Plan and Trust | - | 32 | $162,728 | $152,707 | $4,772iApproximate average salary by contribution assumption: employee only about $119,302 at 4% or $79,535 at 6%; with 50% employer match about $79,535 at 4% or $53,023 at 6%; with 100% employer match about $59,651 at 4% or $39,767 at 6%. |
| 2001 | 3 | 34 | $861,670 | $81,587 | $2,400iApproximate average salary by contribution assumption: employee only about $59,990 at 4% or $39,994 at 6%; with 50% employer match about $39,994 at 4% or $26,662 at 6%; with 100% employer match about $29,995 at 4% or $19,997 at 6%. |
| Irwin Broh & Associates Inc. Profit Sharing Plan and Trust | - | 34 | $839,852 | $60,000 | $1,765iApproximate average salary by contribution assumption: employee only about $44,118 at 4% or $29,412 at 6%; with 50% employer match about $29,412 at 4% or $19,608 at 6%; with 100% employer match about $22,059 at 4% or $14,706 at 6%. |
| Irwin Broh & Associates Inc. Profit Sharing Plan and Trust | - | 23 | $21,818 | $21,587 | $939iApproximate average salary by contribution assumption: employee only about $23,464 at 4% or $15,643 at 6%; with 50% employer match about $15,643 at 4% or $10,429 at 6%; with 100% employer match about $11,732 at 4% or $7,821 at 6%. |
| Irwin Broh Associates Inc. Esop and Trust | - | 33 | - | - | - |
| 2000 | 2 | 32 | $3,948,877 | $0 | - |
| Irwin Broh Associates Inc. Esop and Trust | - | 30 | $3,164,064 | - | - |
| Irwin Broh & Associates Inc. Profit Sharing Plan and Trust | - | 32 | $784,813 | - | - |
| 1999 | 2 | 34 | $3,918,149 | $315,279 | $9,273iApproximate average salary by contribution assumption: employee only about $231,823 at 4% or $154,549 at 6%; with 50% employer match about $154,549 at 4% or $103,032 at 6%; with 100% employer match about $115,911 at 4% or $77,274 at 6%. |
| Irwin Broh Associates Inc. Esop and Trust | - | 32 | $3,119,639 | $315,279 | $9,852iApproximate average salary by contribution assumption: employee only about $246,312 at 4% or $164,208 at 6%; with 50% employer match about $164,208 at 4% or $109,472 at 6%; with 100% employer match about $123,156 at 4% or $82,104 at 6%. |
| Irwin Broh & Associates Inc. Profit Sharing Plan and Trust | - | 34 | $798,510 | - | - |