Civic Intelligence

Bruce and Bruce Company

Plan context: Bruce and Bruce Company 401(K) Plan

EIN 36-3128029 • Lake Bluff, IL • 25 filings • 3 plans

916 Sherwood DriveLake Bluff, IL 60044-2284
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$1,427,727

2024 Contributions

$132,397

Historical Graphs

Total Assets Over Time

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

$2,071,301$1,035,651$0199920132024YearValue
$1,427,727Latest year 2024

Participants Over Time

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

20100200020132024YearValue
10Latest 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
2024110$1,427,727$132,397$13,240iApproximate average salary by contribution assumption: employee only about $330,993 at 4% or $220,662 at 6%; with 50% employer match about $220,662 at 4% or $147,108 at 6%; with 100% employer match about $165,496 at 4% or $110,331 at 6%.
Bruce and Bruce Company 401(K) Plan-10$1,427,727$132,397$13,240iApproximate average salary by contribution assumption: employee only about $330,993 at 4% or $220,662 at 6%; with 50% employer match about $220,662 at 4% or $147,108 at 6%; with 100% employer match about $165,496 at 4% or $110,331 at 6%.
2023110$1,197,594$163,562$16,356iApproximate average salary by contribution assumption: employee only about $408,905 at 4% or $272,603 at 6%; with 50% employer match about $272,603 at 4% or $181,736 at 6%; with 100% employer match about $204,453 at 4% or $136,302 at 6%.
Bruce and Bruce Company 401(K) Plan-10$1,197,594$163,562$16,356iApproximate average salary by contribution assumption: employee only about $408,905 at 4% or $272,603 at 6%; with 50% employer match about $272,603 at 4% or $181,736 at 6%; with 100% employer match about $204,453 at 4% or $136,302 at 6%.
202219$1,054,590$132,911$14,768iApproximate average salary by contribution assumption: employee only about $369,197 at 4% or $246,131 at 6%; with 50% employer match about $246,131 at 4% or $164,088 at 6%; with 100% employer match about $184,599 at 4% or $123,066 at 6%.
Bruce and Bruce Company 401(K) Plan-9$1,054,590$132,911$14,768iApproximate average salary by contribution assumption: employee only about $369,197 at 4% or $246,131 at 6%; with 50% employer match about $246,131 at 4% or $164,088 at 6%; with 100% employer match about $184,599 at 4% or $123,066 at 6%.
2021113$1,226,735$170,997$13,154iApproximate average salary by contribution assumption: employee only about $328,840 at 4% or $219,227 at 6%; with 50% employer match about $219,227 at 4% or $146,151 at 6%; with 100% employer match about $164,420 at 4% or $109,613 at 6%.
Bruce and Bruce Company 401(K) Plan-13$1,226,735$170,997$13,154iApproximate average salary by contribution assumption: employee only about $328,840 at 4% or $219,227 at 6%; with 50% employer match about $219,227 at 4% or $146,151 at 6%; with 100% employer match about $164,420 at 4% or $109,613 at 6%.
2020112$1,023,687$135,402$11,284iApproximate average salary by contribution assumption: employee only about $282,088 at 4% or $188,058 at 6%; with 50% employer match about $188,058 at 4% or $125,372 at 6%; with 100% employer match about $141,044 at 4% or $94,029 at 6%.
Bruce and Bruce Company 401(K) Plan-12$1,023,687$135,402$11,284iApproximate average salary by contribution assumption: employee only about $282,088 at 4% or $188,058 at 6%; with 50% employer match about $188,058 at 4% or $125,372 at 6%; with 100% employer match about $141,044 at 4% or $94,029 at 6%.
201919$1,863,544$180,016$20,002iApproximate average salary by contribution assumption: employee only about $500,044 at 4% or $333,363 at 6%; with 50% employer match about $333,363 at 4% or $222,242 at 6%; with 100% employer match about $250,022 at 4% or $166,681 at 6%.
Bruce and Bruce Company 401(K) Plan-9$1,863,544$180,016$20,002iApproximate average salary by contribution assumption: employee only about $500,044 at 4% or $333,363 at 6%; with 50% employer match about $333,363 at 4% or $222,242 at 6%; with 100% employer match about $250,022 at 4% or $166,681 at 6%.
201819$1,516,910$133,563$14,840iApproximate average salary by contribution assumption: employee only about $371,008 at 4% or $247,339 at 6%; with 50% employer match about $247,339 at 4% or $164,893 at 6%; with 100% employer match about $185,504 at 4% or $123,669 at 6%.
Bruce and Bruce Company 401(K) Plan-9$1,516,910$133,563$14,840iApproximate average salary by contribution assumption: employee only about $371,008 at 4% or $247,339 at 6%; with 50% employer match about $247,339 at 4% or $164,893 at 6%; with 100% employer match about $185,504 at 4% or $123,669 at 6%.
201718$1,429,053$147,513$18,439iApproximate average salary by contribution assumption: employee only about $460,978 at 4% or $307,319 at 6%; with 50% employer match about $307,319 at 4% or $204,879 at 6%; with 100% employer match about $230,489 at 4% or $153,659 at 6%.
Bruce and Bruce Company 401(K) Plan-8$1,429,053$147,513$18,439iApproximate average salary by contribution assumption: employee only about $460,978 at 4% or $307,319 at 6%; with 50% employer match about $307,319 at 4% or $204,879 at 6%; with 100% employer match about $230,489 at 4% or $153,659 at 6%.
2016112$2,071,301$125,080$10,423iApproximate average salary by contribution assumption: employee only about $260,583 at 4% or $173,722 at 6%; with 50% employer match about $173,722 at 4% or $115,815 at 6%; with 100% employer match about $130,292 at 4% or $86,861 at 6%.
Bruce and Bruce Company 401(K) Plan-12$2,071,301$125,080$10,423iApproximate average salary by contribution assumption: employee only about $260,583 at 4% or $173,722 at 6%; with 50% employer match about $173,722 at 4% or $115,815 at 6%; with 100% employer match about $130,292 at 4% or $86,861 at 6%.
2015113$2,007,872$175,311$13,485iApproximate average salary by contribution assumption: employee only about $337,137 at 4% or $224,758 at 6%; with 50% employer match about $224,758 at 4% or $149,838 at 6%; with 100% employer match about $168,568 at 4% or $112,379 at 6%.
Bruce and Bruce Company 401(K) Plan-13$2,007,872$175,311$13,485iApproximate average salary by contribution assumption: employee only about $337,137 at 4% or $224,758 at 6%; with 50% employer match about $224,758 at 4% or $149,838 at 6%; with 100% employer match about $168,568 at 4% or $112,379 at 6%.
2014112$1,993,846$176,462$14,705iApproximate average salary by contribution assumption: employee only about $367,629 at 4% or $245,086 at 6%; with 50% employer match about $245,086 at 4% or $163,391 at 6%; with 100% employer match about $183,815 at 4% or $122,543 at 6%.
Bruce and Bruce Company 401(K) Plan-12$1,993,846$176,462$14,705iApproximate average salary by contribution assumption: employee only about $367,629 at 4% or $245,086 at 6%; with 50% employer match about $245,086 at 4% or $163,391 at 6%; with 100% employer match about $183,815 at 4% or $122,543 at 6%.
2013114$1,814,351$148,214$10,587iApproximate average salary by contribution assumption: employee only about $264,668 at 4% or $176,445 at 6%; with 50% employer match about $176,445 at 4% or $117,630 at 6%; with 100% employer match about $132,334 at 4% or $88,223 at 6%.
Bruce and Bruce Company 401(K) Plan-14$1,814,351$148,214$10,587iApproximate average salary by contribution assumption: employee only about $264,668 at 4% or $176,445 at 6%; with 50% employer match about $176,445 at 4% or $117,630 at 6%; with 100% employer match about $132,334 at 4% or $88,223 at 6%.
2012115$1,515,960$141,079$9,405iApproximate average salary by contribution assumption: employee only about $235,132 at 4% or $156,754 at 6%; with 50% employer match about $156,754 at 4% or $104,503 at 6%; with 100% employer match about $117,566 at 4% or $78,377 at 6%.
Bruce and Bruce Company 401(K) Plan-15$1,515,960$141,079$9,405iApproximate average salary by contribution assumption: employee only about $235,132 at 4% or $156,754 at 6%; with 50% employer match about $156,754 at 4% or $104,503 at 6%; with 100% employer match about $117,566 at 4% or $78,377 at 6%.
2011115$1,405,775$136,776$9,118iApproximate average salary by contribution assumption: employee only about $227,960 at 4% or $151,973 at 6%; with 50% employer match about $151,973 at 4% or $101,316 at 6%; with 100% employer match about $113,980 at 4% or $75,987 at 6%.
Bruce and Bruce Company 401(K) Plan-15$1,405,775$136,776$9,118iApproximate average salary by contribution assumption: employee only about $227,960 at 4% or $151,973 at 6%; with 50% employer match about $151,973 at 4% or $101,316 at 6%; with 100% employer match about $113,980 at 4% or $75,987 at 6%.
2010115$1,269,332$135,858$9,057iApproximate average salary by contribution assumption: employee only about $226,430 at 4% or $150,953 at 6%; with 50% employer match about $150,953 at 4% or $100,636 at 6%; with 100% employer match about $113,215 at 4% or $75,477 at 6%.
Bruce and Bruce Company 401(K) Plan-15$1,269,332$135,858$9,057iApproximate average salary by contribution assumption: employee only about $226,430 at 4% or $150,953 at 6%; with 50% employer match about $150,953 at 4% or $100,636 at 6%; with 100% employer match about $113,215 at 4% or $75,477 at 6%.
2009115$1,378,913$130,191$8,679iApproximate average salary by contribution assumption: employee only about $216,985 at 4% or $144,657 at 6%; with 50% employer match about $144,657 at 4% or $96,438 at 6%; with 100% employer match about $108,493 at 4% or $72,328 at 6%.
Bruce and Bruce Company 401(K) Plan-15$1,378,913$130,191$8,679iApproximate average salary by contribution assumption: employee only about $216,985 at 4% or $144,657 at 6%; with 50% employer match about $144,657 at 4% or $96,438 at 6%; with 100% employer match about $108,493 at 4% or $72,328 at 6%.
2008115$1,163,922$106,633$7,109iApproximate average salary by contribution assumption: employee only about $177,722 at 4% or $118,481 at 6%; with 50% employer match about $118,481 at 4% or $78,987 at 6%; with 100% employer match about $88,861 at 4% or $59,241 at 6%.
Bruce and Bruce Company 401(K) Plan-15$1,163,922$106,633$7,109iApproximate average salary by contribution assumption: employee only about $177,722 at 4% or $118,481 at 6%; with 50% employer match about $118,481 at 4% or $78,987 at 6%; with 100% employer match about $88,861 at 4% or $59,241 at 6%.
2007116$1,256,914$105,653$6,603iApproximate average salary by contribution assumption: employee only about $165,083 at 4% or $110,055 at 6%; with 50% employer match about $110,055 at 4% or $73,370 at 6%; with 100% employer match about $82,541 at 4% or $55,028 at 6%.
Bruce and Bruce Company 401(K) Plan-16$1,256,914$105,653$6,603iApproximate average salary by contribution assumption: employee only about $165,083 at 4% or $110,055 at 6%; with 50% employer match about $110,055 at 4% or $73,370 at 6%; with 100% employer match about $82,541 at 4% or $55,028 at 6%.
2006115$1,090,813$101,378$6,759iApproximate average salary by contribution assumption: employee only about $168,963 at 4% or $112,642 at 6%; with 50% employer match about $112,642 at 4% or $75,095 at 6%; with 100% employer match about $84,482 at 4% or $56,321 at 6%.
Bruce and Bruce Company 401(K) Plan-15$1,090,813$101,378$6,759iApproximate average salary by contribution assumption: employee only about $168,963 at 4% or $112,642 at 6%; with 50% employer match about $112,642 at 4% or $75,095 at 6%; with 100% employer match about $84,482 at 4% or $56,321 at 6%.
2005118$931,246$100,401$5,578iApproximate average salary by contribution assumption: employee only about $139,446 at 4% or $92,964 at 6%; with 50% employer match about $92,964 at 4% or $61,976 at 6%; with 100% employer match about $69,723 at 4% or $46,482 at 6%.
Bruce and Bruce Company 401(K) Plan-18$931,246$100,401$5,578iApproximate average salary by contribution assumption: employee only about $139,446 at 4% or $92,964 at 6%; with 50% employer match about $92,964 at 4% or $61,976 at 6%; with 100% employer match about $69,723 at 4% or $46,482 at 6%.
2004120$809,418$105,264$5,263iApproximate average salary by contribution assumption: employee only about $131,580 at 4% or $87,720 at 6%; with 50% employer match about $87,720 at 4% or $58,480 at 6%; with 100% employer match about $65,790 at 4% or $43,860 at 6%.
Bruce and Bruce Company 401(K) Plan-20$809,418$105,264$5,263iApproximate average salary by contribution assumption: employee only about $131,580 at 4% or $87,720 at 6%; with 50% employer match about $87,720 at 4% or $58,480 at 6%; with 100% employer match about $65,790 at 4% or $43,860 at 6%.
2002118$719,062$109,177$6,065iApproximate average salary by contribution assumption: employee only about $151,635 at 4% or $101,090 at 6%; with 50% employer match about $101,090 at 4% or $67,393 at 6%; with 100% employer match about $75,817 at 4% or $50,545 at 6%.
Bruce and Bruce Company 401(K) Plan-18$719,062$109,177$6,065iApproximate average salary by contribution assumption: employee only about $151,635 at 4% or $101,090 at 6%; with 50% employer match about $101,090 at 4% or $67,393 at 6%; with 100% employer match about $75,817 at 4% or $50,545 at 6%.
2001117$0$0-
Bruce and Bruce Company 401(K) Plan-17---
2000118$566,173$82,548$4,586iApproximate average salary by contribution assumption: employee only about $114,650 at 4% or $76,433 at 6%; with 50% employer match about $76,433 at 4% or $50,956 at 6%; with 100% employer match about $57,325 at 4% or $38,217 at 6%.
Bruce and Bruce Company 401(K) Plan-18$566,173$82,548$4,586iApproximate average salary by contribution assumption: employee only about $114,650 at 4% or $76,433 at 6%; with 50% employer match about $76,433 at 4% or $50,956 at 6%; with 100% employer match about $57,325 at 4% or $38,217 at 6%.
199910$732,581$0-
Bruce and Bruce Company 401(K) Plan-0$732,581--