Civic Intelligence

Trott Brook Financial

Plan context: Trott Brook Financial 401K Plan

EIN 41-1955975 • Anoka, MN • 14 filings • 1 plans

3601 Thurston Avenue, Suite 102Anoka, MN 55303
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,163,502

2024 Contributions

$134,335

Historical Graphs

Total Assets Over Time

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

$2,163,502$1,081,751$0201120182024YearValue
$2,163,502Latest year 2024

Participants Over Time

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

740201120182024YearValue
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$2,163,502$134,335$44,778iApproximate average salary by contribution assumption: employee only about $1,119,458 at 4% or $746,306 at 6%; with 50% employer match about $746,306 at 4% or $497,537 at 6%; with 100% employer match about $559,729 at 4% or $373,153 at 6%.
Trott Brook Financial 401K Plan-3$2,163,502$134,335$44,778iApproximate average salary by contribution assumption: employee only about $1,119,458 at 4% or $746,306 at 6%; with 50% employer match about $746,306 at 4% or $497,537 at 6%; with 100% employer match about $559,729 at 4% or $373,153 at 6%.
202313$1,822,884$133,878$44,626iApproximate average salary by contribution assumption: employee only about $1,115,650 at 4% or $743,767 at 6%; with 50% employer match about $743,767 at 4% or $495,844 at 6%; with 100% employer match about $557,825 at 4% or $371,883 at 6%.
Trott Brook Financial 401K Plan-3$1,822,884$133,878$44,626iApproximate average salary by contribution assumption: employee only about $1,115,650 at 4% or $743,767 at 6%; with 50% employer match about $743,767 at 4% or $495,844 at 6%; with 100% employer match about $557,825 at 4% or $371,883 at 6%.
202214$1,798,575$167,712$41,928iApproximate average salary by contribution assumption: employee only about $1,048,200 at 4% or $698,800 at 6%; with 50% employer match about $698,800 at 4% or $465,867 at 6%; with 100% employer match about $524,100 at 4% or $349,400 at 6%.
Trott Brook Financial 401K Plan-4$1,798,575$167,712$41,928iApproximate average salary by contribution assumption: employee only about $1,048,200 at 4% or $698,800 at 6%; with 50% employer match about $698,800 at 4% or $465,867 at 6%; with 100% employer match about $524,100 at 4% or $349,400 at 6%.
202114$1,936,251$157,959$39,490iApproximate average salary by contribution assumption: employee only about $987,244 at 4% or $658,163 at 6%; with 50% employer match about $658,163 at 4% or $438,775 at 6%; with 100% employer match about $493,622 at 4% or $329,081 at 6%.
Trott Brook Financial 401K Plan-4$1,936,251$157,959$39,490iApproximate average salary by contribution assumption: employee only about $987,244 at 4% or $658,163 at 6%; with 50% employer match about $658,163 at 4% or $438,775 at 6%; with 100% employer match about $493,622 at 4% or $329,081 at 6%.
202015$1,482,262$152,508$30,502iApproximate average salary by contribution assumption: employee only about $762,540 at 4% or $508,360 at 6%; with 50% employer match about $508,360 at 4% or $338,907 at 6%; with 100% employer match about $381,270 at 4% or $254,180 at 6%.
Trott Brook Financial 401K Plan-5$1,482,262$152,508$30,502iApproximate average salary by contribution assumption: employee only about $762,540 at 4% or $508,360 at 6%; with 50% employer match about $508,360 at 4% or $338,907 at 6%; with 100% employer match about $381,270 at 4% or $254,180 at 6%.
201915$1,126,781$143,942$28,788iApproximate average salary by contribution assumption: employee only about $719,710 at 4% or $479,807 at 6%; with 50% employer match about $479,807 at 4% or $319,871 at 6%; with 100% employer match about $359,855 at 4% or $239,903 at 6%.
Trott Brook Financial 401K Plan-5$1,126,781$143,942$28,788iApproximate average salary by contribution assumption: employee only about $719,710 at 4% or $479,807 at 6%; with 50% employer match about $479,807 at 4% or $319,871 at 6%; with 100% employer match about $359,855 at 4% or $239,903 at 6%.
201817$809,981$140,836$20,119iApproximate average salary by contribution assumption: employee only about $502,986 at 4% or $335,324 at 6%; with 50% employer match about $335,324 at 4% or $223,549 at 6%; with 100% employer match about $251,493 at 4% or $167,662 at 6%.
Trott Brook Financial 401K Plan-7$809,981$140,836$20,119iApproximate average salary by contribution assumption: employee only about $502,986 at 4% or $335,324 at 6%; with 50% employer match about $335,324 at 4% or $223,549 at 6%; with 100% employer match about $251,493 at 4% or $167,662 at 6%.
201716$782,078$81,985$13,664iApproximate average salary by contribution assumption: employee only about $341,604 at 4% or $227,736 at 6%; with 50% employer match about $227,736 at 4% or $151,824 at 6%; with 100% employer match about $170,802 at 4% or $113,868 at 6%.
Trott Brook Financial 401K Plan-6$782,078$81,985$13,664iApproximate average salary by contribution assumption: employee only about $341,604 at 4% or $227,736 at 6%; with 50% employer match about $227,736 at 4% or $151,824 at 6%; with 100% employer match about $170,802 at 4% or $113,868 at 6%.
201616$588,159$117,722$19,620iApproximate average salary by contribution assumption: employee only about $490,508 at 4% or $327,006 at 6%; with 50% employer match about $327,006 at 4% or $218,004 at 6%; with 100% employer match about $245,254 at 4% or $163,503 at 6%.
Trott Brook Financial 401K Plan-6$588,159$117,722$19,620iApproximate average salary by contribution assumption: employee only about $490,508 at 4% or $327,006 at 6%; with 50% employer match about $327,006 at 4% or $218,004 at 6%; with 100% employer match about $245,254 at 4% or $163,503 at 6%.
201515$420,931$125,268$25,054iApproximate average salary by contribution assumption: employee only about $626,340 at 4% or $417,560 at 6%; with 50% employer match about $417,560 at 4% or $278,373 at 6%; with 100% employer match about $313,170 at 4% or $208,780 at 6%.
Trott Brook Financial 401K Plan-5$420,931$125,268$25,054iApproximate average salary by contribution assumption: employee only about $626,340 at 4% or $417,560 at 6%; with 50% employer match about $417,560 at 4% or $278,373 at 6%; with 100% employer match about $313,170 at 4% or $208,780 at 6%.
201415$309,508$94,660$18,932iApproximate average salary by contribution assumption: employee only about $473,300 at 4% or $315,533 at 6%; with 50% employer match about $315,533 at 4% or $210,356 at 6%; with 100% employer match about $236,650 at 4% or $157,767 at 6%.
Trott Brook Financial 401K Plan-5$309,508$94,660$18,932iApproximate average salary by contribution assumption: employee only about $473,300 at 4% or $315,533 at 6%; with 50% employer match about $315,533 at 4% or $210,356 at 6%; with 100% employer match about $236,650 at 4% or $157,767 at 6%.
201314$199,089$62,847$15,712iApproximate average salary by contribution assumption: employee only about $392,794 at 4% or $261,863 at 6%; with 50% employer match about $261,863 at 4% or $174,575 at 6%; with 100% employer match about $196,397 at 4% or $130,931 at 6%.
Trott Brook Financial 401K Plan-4$199,089$62,847$15,712iApproximate average salary by contribution assumption: employee only about $392,794 at 4% or $261,863 at 6%; with 50% employer match about $261,863 at 4% or $174,575 at 6%; with 100% employer match about $196,397 at 4% or $130,931 at 6%.
201214$101,713$49,490$12,373iApproximate average salary by contribution assumption: employee only about $309,313 at 4% or $206,208 at 6%; with 50% employer match about $206,208 at 4% or $137,472 at 6%; with 100% employer match about $154,656 at 4% or $103,104 at 6%.
Trott Brook Financial 401K Plan-4$101,713$49,490$12,373iApproximate average salary by contribution assumption: employee only about $309,313 at 4% or $206,208 at 6%; with 50% employer match about $206,208 at 4% or $137,472 at 6%; with 100% employer match about $154,656 at 4% or $103,104 at 6%.
201114$44,136$45,681$11,420iApproximate average salary by contribution assumption: employee only about $285,506 at 4% or $190,338 at 6%; with 50% employer match about $190,338 at 4% or $126,892 at 6%; with 100% employer match about $142,753 at 4% or $95,169 at 6%.
Trott Brook Financial 401K Plan-4$44,136$45,681$11,420iApproximate average salary by contribution assumption: employee only about $285,506 at 4% or $190,338 at 6%; with 50% employer match about $190,338 at 4% or $126,892 at 6%; with 100% employer match about $142,753 at 4% or $95,169 at 6%.