Brown and Company Inc.
Plan context: Brown & Tedstrom Retirement Planning Inc. 401(K) Profit Sharing Plan
EIN 42-1566594 • Denver, CO • 33 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$12,231,849
2024 Contributions
$343,075
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 | 2 | 8 | $12,231,849 | $343,075 | $42,884iApproximate average salary by contribution assumption: employee only about $1,072,109 at 4% or $714,740 at 6%; with 50% employer match about $714,740 at 4% or $476,493 at 6%; with 100% employer match about $536,055 at 4% or $357,370 at 6%. |
| Brown & Tedstrom Retirement Planning Inc. 401(K) Profit Sharing Plan | - | 7 | $8,394,347 | $218,721 | $31,246iApproximate average salary by contribution assumption: employee only about $781,146 at 4% or $520,764 at 6%; with 50% employer match about $520,764 at 4% or $347,176 at 6%; with 100% employer match about $390,573 at 4% or $260,382 at 6%. |
| Brown and Company Inc. Cash Balance Defined Benefit Plan | - | 8 | $3,837,502 | $124,354 | $15,544iApproximate average salary by contribution assumption: employee only about $388,606 at 4% or $259,071 at 6%; with 50% employer match about $259,071 at 4% or $172,714 at 6%; with 100% employer match about $194,303 at 4% or $129,535 at 6%. |
| 2023 | 2 | 9 | $8,770,697 | $336,085 | $37,343iApproximate average salary by contribution assumption: employee only about $933,569 at 4% or $622,380 at 6%; with 50% employer match about $622,380 at 4% or $414,920 at 6%; with 100% employer match about $466,785 at 4% or $311,190 at 6%. |
| Brown & Tedstrom Retirement Planning Inc. 401(K) Profit Sharing Plan | - | 7 | $5,510,655 | $211,823 | $30,260iApproximate average salary by contribution assumption: employee only about $756,511 at 4% or $504,340 at 6%; with 50% employer match about $504,340 at 4% or $336,227 at 6%; with 100% employer match about $378,255 at 4% or $252,170 at 6%. |
| Brown and Company Inc. Cash Balance Defined Benefit Plan | - | 9 | $3,260,042 | $124,262 | $13,807iApproximate average salary by contribution assumption: employee only about $345,172 at 4% or $230,115 at 6%; with 50% employer match about $230,115 at 4% or $153,410 at 6%; with 100% employer match about $172,586 at 4% or $115,057 at 6%. |
| 2022 | 2 | 6 | $6,307,226 | $306,461 | $51,077iApproximate average salary by contribution assumption: employee only about $1,276,921 at 4% or $851,281 at 6%; with 50% employer match about $851,281 at 4% or $567,520 at 6%; with 100% employer match about $638,460 at 4% or $425,640 at 6%. |
| Brown & Tedstrom Retirement Planning Inc. 401(K) Profit Sharing Plan | - | 3 | $3,602,481 | $160,833 | $53,611iApproximate average salary by contribution assumption: employee only about $1,340,275 at 4% or $893,517 at 6%; with 50% employer match about $893,517 at 4% or $595,678 at 6%; with 100% employer match about $670,138 at 4% or $446,758 at 6%. |
| Brown and Company Inc. Cash Balance Defined Benefit Plan | - | 6 | $2,704,745 | $145,628 | $24,271iApproximate average salary by contribution assumption: employee only about $606,783 at 4% or $404,522 at 6%; with 50% employer match about $404,522 at 4% or $269,681 at 6%; with 100% employer match about $303,392 at 4% or $202,261 at 6%. |
| 2021 | 2 | 8 | $8,101,927 | $343,473 | $42,934iApproximate average salary by contribution assumption: employee only about $1,073,353 at 4% or $715,569 at 6%; with 50% employer match about $715,569 at 4% or $477,046 at 6%; with 100% employer match about $536,677 at 4% or $357,784 at 6%. |
| Brown & Tedstrom Retirement Planning Inc. 401(K) Profit Sharing Plan | - | 7 | $5,019,095 | $202,226 | $28,889iApproximate average salary by contribution assumption: employee only about $722,236 at 4% or $481,490 at 6%; with 50% employer match about $481,490 at 4% or $320,994 at 6%; with 100% employer match about $361,118 at 4% or $240,745 at 6%. |
| Brown and Company Inc. Cash Balance Defined Benefit Plan | - | 8 | $3,082,832 | $141,247 | $17,656iApproximate average salary by contribution assumption: employee only about $441,397 at 4% or $294,265 at 6%; with 50% employer match about $294,265 at 4% or $196,176 at 6%; with 100% employer match about $220,698 at 4% or $147,132 at 6%. |
| 2020 | 2 | 8 | $6,975,420 | $340,785 | $42,598iApproximate average salary by contribution assumption: employee only about $1,064,953 at 4% or $709,969 at 6%; with 50% employer match about $709,969 at 4% or $473,313 at 6%; with 100% employer match about $532,477 at 4% or $354,984 at 6%. |
| Brown & Tedstrom Retirement Planning Inc. 401(K) Profit Sharing Plan | - | 7 | $4,328,465 | $203,063 | $29,009iApproximate average salary by contribution assumption: employee only about $725,225 at 4% or $483,483 at 6%; with 50% employer match about $483,483 at 4% or $322,322 at 6%; with 100% employer match about $362,613 at 4% or $241,742 at 6%. |
| Brown and Company Inc. Cash Balance Defined Benefit Plan | - | 8 | $2,646,955 | $137,722 | $17,215iApproximate average salary by contribution assumption: employee only about $430,381 at 4% or $286,921 at 6%; with 50% employer match about $286,921 at 4% or $191,281 at 6%; with 100% employer match about $215,191 at 4% or $143,460 at 6%. |
| 2019 | 2 | 11 | $5,838,514 | $277,627 | $25,239iApproximate average salary by contribution assumption: employee only about $630,970 at 4% or $420,647 at 6%; with 50% employer match about $420,647 at 4% or $280,431 at 6%; with 100% employer match about $315,485 at 4% or $210,323 at 6%. |
| Brown & Tedstrom Retirement Planning Inc. 401(K) Profit Sharing Plan | - | 7 | $3,634,024 | $183,627 | $26,232iApproximate average salary by contribution assumption: employee only about $655,811 at 4% or $437,207 at 6%; with 50% employer match about $437,207 at 4% or $291,471 at 6%; with 100% employer match about $327,905 at 4% or $218,604 at 6%. |
| Brown and Company Inc. Cash Balance Defined Benefit Plan | - | 11 | $2,204,490 | $94,000 | $8,545iApproximate average salary by contribution assumption: employee only about $213,636 at 4% or $142,424 at 6%; with 50% employer match about $142,424 at 4% or $94,949 at 6%; with 100% employer match about $106,818 at 4% or $71,212 at 6%. |
| 2018 | 2 | 9 | $4,745,208 | $307,968 | $34,219iApproximate average salary by contribution assumption: employee only about $855,467 at 4% or $570,311 at 6%; with 50% employer match about $570,311 at 4% or $380,207 at 6%; with 100% employer match about $427,733 at 4% or $285,156 at 6%. |
| Brown & Tedstrom Retirement Planning Inc. 401(K) Profit Sharing Plan | - | 8 | $3,034,397 | $167,554 | $20,944iApproximate average salary by contribution assumption: employee only about $523,606 at 4% or $349,071 at 6%; with 50% employer match about $349,071 at 4% or $232,714 at 6%; with 100% employer match about $261,803 at 4% or $174,535 at 6%. |
| Brown and Company Inc. Cash Balance Defined Benefit Plan | - | 9 | $1,710,811 | $140,414 | $15,602iApproximate average salary by contribution assumption: employee only about $390,039 at 4% or $260,026 at 6%; with 50% employer match about $260,026 at 4% or $173,351 at 6%; with 100% employer match about $195,019 at 4% or $130,013 at 6%. |
| 2017 | 2 | 7 | $4,644,073 | $290,469 | $41,496iApproximate average salary by contribution assumption: employee only about $1,037,389 at 4% or $691,593 at 6%; with 50% employer match about $691,593 at 4% or $461,062 at 6%; with 100% employer match about $518,695 at 4% or $345,796 at 6%. |
| Brown & Tedstrom Retirement Planning Inc. 401(K) Profit Sharing Plan | - | 7 | $2,946,370 | $141,157 | $20,165iApproximate average salary by contribution assumption: employee only about $504,132 at 4% or $336,088 at 6%; with 50% employer match about $336,088 at 4% or $224,059 at 6%; with 100% employer match about $252,066 at 4% or $168,044 at 6%. |
| Brown and Company Inc. Cash Balance Defined Benefit Plan | - | 7 | $1,697,703 | $149,312 | $21,330iApproximate average salary by contribution assumption: employee only about $533,257 at 4% or $355,505 at 6%; with 50% employer match about $355,505 at 4% or $237,003 at 6%; with 100% employer match about $266,629 at 4% or $177,752 at 6%. |
| 2016 | 2 | 6 | $3,636,011 | $418,560 | $69,760iApproximate average salary by contribution assumption: employee only about $1,744,000 at 4% or $1,162,667 at 6%; with 50% employer match about $1,162,667 at 4% or $775,111 at 6%; with 100% employer match about $872,000 at 4% or $581,333 at 6%. |
| Brown & Tedstrom Retirement Planning Inc. 401(K) Profit Sharing Plan | - | 6 | $2,297,015 | $274,685 | $45,781iApproximate average salary by contribution assumption: employee only about $1,144,521 at 4% or $763,014 at 6%; with 50% employer match about $763,014 at 4% or $508,676 at 6%; with 100% employer match about $572,260 at 4% or $381,507 at 6%. |
| Brown and Company Inc. Cash Balance Defined Benefit Plan | - | 6 | $1,338,996 | $143,875 | $23,979iApproximate average salary by contribution assumption: employee only about $599,479 at 4% or $399,653 at 6%; with 50% employer match about $399,653 at 4% or $266,435 at 6%; with 100% employer match about $299,740 at 4% or $199,826 at 6%. |
| 2015 | 2 | 7 | $2,882,547 | $304,361 | $43,480iApproximate average salary by contribution assumption: employee only about $1,087,004 at 4% or $724,669 at 6%; with 50% employer match about $724,669 at 4% or $483,113 at 6%; with 100% employer match about $543,502 at 4% or $362,335 at 6%. |
| Brown & Tedstrom Retirement Planning Inc. 401(K) Profit Sharing Plan | - | 6 | $1,749,347 | $144,361 | $24,060iApproximate average salary by contribution assumption: employee only about $601,504 at 4% or $401,003 at 6%; with 50% employer match about $401,003 at 4% or $267,335 at 6%; with 100% employer match about $300,752 at 4% or $200,501 at 6%. |
| Brown and Company Inc. Cash Balance Defined Benefit Plan | - | 7 | $1,133,200 | $160,000 | $22,857iApproximate average salary by contribution assumption: employee only about $571,429 at 4% or $380,952 at 6%; with 50% employer match about $380,952 at 4% or $253,968 at 6%; with 100% employer match about $285,714 at 4% or $190,476 at 6%. |
| 2014 | 2 | 8 | $2,892,260 | $284,438 | $35,555iApproximate average salary by contribution assumption: employee only about $888,869 at 4% or $592,579 at 6%; with 50% employer match about $592,579 at 4% or $395,053 at 6%; with 100% employer match about $444,434 at 4% or $296,290 at 6%. |
| Brown & Tedstrom Retirement Planning Inc. 401(K) Profit Sharing Plan | - | 6 | $1,912,675 | $139,969 | $23,328iApproximate average salary by contribution assumption: employee only about $583,204 at 4% or $388,803 at 6%; with 50% employer match about $388,803 at 4% or $259,202 at 6%; with 100% employer match about $291,602 at 4% or $194,401 at 6%. |
| Brown and Company Inc. Cash Balance Defined Benefit Plan | - | 8 | $979,585 | $144,469 | $18,059iApproximate average salary by contribution assumption: employee only about $451,466 at 4% or $300,977 at 6%; with 50% employer match about $300,977 at 4% or $200,651 at 6%; with 100% employer match about $225,733 at 4% or $150,489 at 6%. |
| 2013 | 2 | 6 | $2,569,482 | $251,577 | $41,930iApproximate average salary by contribution assumption: employee only about $1,048,238 at 4% or $698,825 at 6%; with 50% employer match about $698,825 at 4% or $465,883 at 6%; with 100% employer match about $524,119 at 4% or $349,413 at 6%. |
| Brown & Tedstrom Retirement Planning Inc. 401(K) Profit Sharing Plan | - | 5 | $1,785,713 | $112,968 | $22,594iApproximate average salary by contribution assumption: employee only about $564,840 at 4% or $376,560 at 6%; with 50% employer match about $376,560 at 4% or $251,040 at 6%; with 100% employer match about $282,420 at 4% or $188,280 at 6%. |
| Brown and Company Inc. Cash Balance Defined Benefit Plan | - | 6 | $783,769 | $138,609 | $23,102iApproximate average salary by contribution assumption: employee only about $577,538 at 4% or $385,025 at 6%; with 50% employer match about $385,025 at 4% or $256,683 at 6%; with 100% employer match about $288,769 at 4% or $192,513 at 6%. |
| 2012 | 2 | 6 | $1,922,205 | $264,975 | $44,163iApproximate average salary by contribution assumption: employee only about $1,104,063 at 4% or $736,042 at 6%; with 50% employer match about $736,042 at 4% or $490,694 at 6%; with 100% employer match about $552,031 at 4% or $368,021 at 6%. |
| Brown & Tedstrom Retirement Planning Inc. 401(K) Profit Sharing Plan | - | 6 | $1,345,485 | $126,547 | $21,091iApproximate average salary by contribution assumption: employee only about $527,279 at 4% or $351,519 at 6%; with 50% employer match about $351,519 at 4% or $234,346 at 6%; with 100% employer match about $263,640 at 4% or $175,760 at 6%. |
| Brown and Company Inc. Cash Balance Defined Benefit Plan | - | 6 | $576,720 | $138,428 | $23,071iApproximate average salary by contribution assumption: employee only about $576,783 at 4% or $384,522 at 6%; with 50% employer match about $384,522 at 4% or $256,348 at 6%; with 100% employer match about $288,392 at 4% or $192,261 at 6%. |
| 2011 | 2 | 7 | $1,616,934 | $277,610 | $39,659iApproximate average salary by contribution assumption: employee only about $991,464 at 4% or $660,976 at 6%; with 50% employer match about $660,976 at 4% or $440,651 at 6%; with 100% employer match about $495,732 at 4% or $330,488 at 6%. |
| Brown & Tedstrom Retirement Planning Inc. 401(K) Profit Sharing Plan | - | 7 | $1,214,085 | $137,436 | $19,634iApproximate average salary by contribution assumption: employee only about $490,843 at 4% or $327,229 at 6%; with 50% employer match about $327,229 at 4% or $218,152 at 6%; with 100% employer match about $245,421 at 4% or $163,614 at 6%. |
| Brown and Company Inc. Cash Balance Defined Benefit Plan | - | 5 | $402,849 | $140,174 | $28,035iApproximate average salary by contribution assumption: employee only about $700,870 at 4% or $467,247 at 6%; with 50% employer match about $467,247 at 4% or $311,498 at 6%; with 100% employer match about $350,435 at 4% or $233,623 at 6%. |
| 2010 | 2 | 5 | $1,380,634 | $264,575 | $52,915iApproximate average salary by contribution assumption: employee only about $1,322,875 at 4% or $881,917 at 6%; with 50% employer match about $881,917 at 4% or $587,944 at 6%; with 100% employer match about $661,438 at 4% or $440,958 at 6%. |
| Brown & Tedstrom Retirement Planning Inc. 401(K) Profit Sharing Plan | - | 5 | $1,108,929 | $128,167 | $25,633iApproximate average salary by contribution assumption: employee only about $640,835 at 4% or $427,223 at 6%; with 50% employer match about $427,223 at 4% or $284,816 at 6%; with 100% employer match about $320,418 at 4% or $213,612 at 6%. |
| Brown and Company Inc. Cash Balance Defined Benefit Plan | - | 5 | $271,705 | $136,408 | $27,282iApproximate average salary by contribution assumption: employee only about $682,040 at 4% or $454,693 at 6%; with 50% employer match about $454,693 at 4% or $303,129 at 6%; with 100% employer match about $341,020 at 4% or $227,347 at 6%. |
| 2009 | 3 | 6 | $1,054,688 | $381,997 | $63,666iApproximate average salary by contribution assumption: employee only about $1,591,654 at 4% or $1,061,103 at 6%; with 50% employer match about $1,061,103 at 4% or $707,402 at 6%; with 100% employer match about $795,827 at 4% or $530,551 at 6%. |
| Brown & Tedstrom Retirement Planning Inc. 401(K) Profit Sharing Plan | - | 6 | $795,228 | $122,537 | $20,423iApproximate average salary by contribution assumption: employee only about $510,571 at 4% or $340,381 at 6%; with 50% employer match about $340,381 at 4% or $226,920 at 6%; with 100% employer match about $255,285 at 4% or $170,190 at 6%. |
| Brown and Company Inc. Cash Balance Defined Benefit Plan | - | 5 | $129,730 | $129,730 | $25,946iApproximate average salary by contribution assumption: employee only about $648,650 at 4% or $432,433 at 6%; with 50% employer match about $432,433 at 4% or $288,289 at 6%; with 100% employer match about $324,325 at 4% or $216,217 at 6%. |
| Brown and Company Inc. Cash Balance Defined Benefit Plan | - | 5 | $129,730 | $129,730 | $25,946iApproximate average salary by contribution assumption: employee only about $648,650 at 4% or $432,433 at 6%; with 50% employer match about $432,433 at 4% or $288,289 at 6%; with 100% employer match about $324,325 at 4% or $216,217 at 6%. |