Regardie Brooks & Lewis, Chartered
Plan context: Regardie Brooks & Lewis 401(K) Plan
EIN 52-1933960 • Bethesda, MD • 16 filings • 2 plans
Current Snapshot
Latest Year
2015
2015 Participants
20
2015 Assets
$8,946,511
2015 Contributions
$174,510
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $174,510 | - |
| Regardie Brooks & Lewis 401(K) Plan | - | 0 | - | $174,510 | - |
| 2014 | 1 | 20 | $8,946,511 | $518,666 | $25,933iApproximate average salary by contribution assumption: employee only about $648,333 at 4% or $432,222 at 6%; with 50% employer match about $432,222 at 4% or $288,148 at 6%; with 100% employer match about $324,166 at 4% or $216,111 at 6%. |
| Regardie Brooks & Lewis 401(K) Plan | - | 20 | $8,946,511 | $518,666 | $25,933iApproximate average salary by contribution assumption: employee only about $648,333 at 4% or $432,222 at 6%; with 50% employer match about $432,222 at 4% or $288,148 at 6%; with 100% employer match about $324,166 at 4% or $216,111 at 6%. |
| 2013 | 1 | 21 | $7,685,976 | $509,548 | $24,264iApproximate average salary by contribution assumption: employee only about $606,605 at 4% or $404,403 at 6%; with 50% employer match about $404,403 at 4% or $269,602 at 6%; with 100% employer match about $303,302 at 4% or $202,202 at 6%. |
| Regardie Brooks & Lewis 401(K) Plan | - | 21 | $7,685,976 | $509,548 | $24,264iApproximate average salary by contribution assumption: employee only about $606,605 at 4% or $404,403 at 6%; with 50% employer match about $404,403 at 4% or $269,602 at 6%; with 100% employer match about $303,302 at 4% or $202,202 at 6%. |
| 2012 | 1 | 23 | $6,467,069 | $496,827 | $21,601iApproximate average salary by contribution assumption: employee only about $540,029 at 4% or $360,020 at 6%; with 50% employer match about $360,020 at 4% or $240,013 at 6%; with 100% employer match about $270,015 at 4% or $180,010 at 6%. |
| Regardie Brooks & Lewis 401(K) Plan | - | 23 | $6,467,069 | $496,827 | $21,601iApproximate average salary by contribution assumption: employee only about $540,029 at 4% or $360,020 at 6%; with 50% employer match about $360,020 at 4% or $240,013 at 6%; with 100% employer match about $270,015 at 4% or $180,010 at 6%. |
| 2011 | 1 | 23 | $5,297,847 | $467,236 | $20,315iApproximate average salary by contribution assumption: employee only about $507,865 at 4% or $338,577 at 6%; with 50% employer match about $338,577 at 4% or $225,718 at 6%; with 100% employer match about $253,933 at 4% or $169,288 at 6%. |
| Regardie Brooks & Lewis 401(K) Plan | - | 23 | $5,297,847 | $467,236 | $20,315iApproximate average salary by contribution assumption: employee only about $507,865 at 4% or $338,577 at 6%; with 50% employer match about $338,577 at 4% or $225,718 at 6%; with 100% employer match about $253,933 at 4% or $169,288 at 6%. |
| 2010 | 1 | 23 | $4,579,661 | $436,944 | $18,998iApproximate average salary by contribution assumption: employee only about $474,939 at 4% or $316,626 at 6%; with 50% employer match about $316,626 at 4% or $211,084 at 6%; with 100% employer match about $237,470 at 4% or $158,313 at 6%. |
| Regardie Brooks & Lewis 401(K) Plan | - | 23 | $4,579,661 | $436,944 | $18,998iApproximate average salary by contribution assumption: employee only about $474,939 at 4% or $316,626 at 6%; with 50% employer match about $316,626 at 4% or $211,084 at 6%; with 100% employer match about $237,470 at 4% or $158,313 at 6%. |
| 2009 | 1 | 22 | $3,630,951 | $441,783 | $20,081iApproximate average salary by contribution assumption: employee only about $502,026 at 4% or $334,684 at 6%; with 50% employer match about $334,684 at 4% or $223,123 at 6%; with 100% employer match about $251,013 at 4% or $167,342 at 6%. |
| Regardie Brooks & Lewis 401(K) Plan | - | 22 | $3,630,951 | $441,783 | $20,081iApproximate average salary by contribution assumption: employee only about $502,026 at 4% or $334,684 at 6%; with 50% employer match about $334,684 at 4% or $223,123 at 6%; with 100% employer match about $251,013 at 4% or $167,342 at 6%. |
| 2008 | 1 | 24 | $0 | $0 | - |
| Regardie Brooks & Lewis 401(K) Plan | - | 24 | - | - | - |
| 2007 | 1 | 23 | $0 | $0 | - |
| Regardie Brooks & Lewis 401(K) Plan | - | 23 | - | - | - |
| 2006 | 1 | 19 | $3,043,676 | $418,380 | $22,020iApproximate average salary by contribution assumption: employee only about $550,500 at 4% or $367,000 at 6%; with 50% employer match about $367,000 at 4% or $244,667 at 6%; with 100% employer match about $275,250 at 4% or $183,500 at 6%. |
| Regardie Brooks & Lewis 401(K) Plan | - | 19 | $3,043,676 | $418,380 | $22,020iApproximate average salary by contribution assumption: employee only about $550,500 at 4% or $367,000 at 6%; with 50% employer match about $367,000 at 4% or $244,667 at 6%; with 100% employer match about $275,250 at 4% or $183,500 at 6%. |
| 2005 | 1 | 21 | $2,791,669 | $424,108 | $20,196iApproximate average salary by contribution assumption: employee only about $504,890 at 4% or $336,594 at 6%; with 50% employer match about $336,594 at 4% or $224,396 at 6%; with 100% employer match about $252,445 at 4% or $168,297 at 6%. |
| Regardie Brooks & Lewis 401(K) Plan | - | 21 | $2,791,669 | $424,108 | $20,196iApproximate average salary by contribution assumption: employee only about $504,890 at 4% or $336,594 at 6%; with 50% employer match about $336,594 at 4% or $224,396 at 6%; with 100% employer match about $252,445 at 4% or $168,297 at 6%. |
| 2004 | 1 | 23 | $2,286,130 | $407,179 | $17,703iApproximate average salary by contribution assumption: employee only about $442,586 at 4% or $295,057 at 6%; with 50% employer match about $295,057 at 4% or $196,705 at 6%; with 100% employer match about $221,293 at 4% or $147,529 at 6%. |
| Regardie Brooks & Lewis 401(K) Plan | - | 23 | $2,286,130 | $407,179 | $17,703iApproximate average salary by contribution assumption: employee only about $442,586 at 4% or $295,057 at 6%; with 50% employer match about $295,057 at 4% or $196,705 at 6%; with 100% employer match about $221,293 at 4% or $147,529 at 6%. |
| 2003 | 1 | 27 | $1,781,457 | $416,530 | $15,427iApproximate average salary by contribution assumption: employee only about $385,676 at 4% or $257,117 at 6%; with 50% employer match about $257,117 at 4% or $171,412 at 6%; with 100% employer match about $192,838 at 4% or $128,559 at 6%. |
| Regardie Brooks & Lewis 401(K) Plan | - | 27 | $1,781,457 | $416,530 | $15,427iApproximate average salary by contribution assumption: employee only about $385,676 at 4% or $257,117 at 6%; with 50% employer match about $257,117 at 4% or $171,412 at 6%; with 100% employer match about $192,838 at 4% or $128,559 at 6%. |
| 2002 | 1 | 0 | $1,103,175 | $387,575 | - |
| Regardie Brooks & Lewis 401(K) Plan | - | 0 | $1,103,175 | $387,575 | - |
| 2001 | 1 | 22 | $0 | $0 | - |
| Regardie Brooks & Lewis 401(K) Plan | - | 22 | - | - | - |
| 2000 | 1 | 23 | $677,135 | $288,643 | $12,550iApproximate average salary by contribution assumption: employee only about $313,742 at 4% or $209,162 at 6%; with 50% employer match about $209,162 at 4% or $139,441 at 6%; with 100% employer match about $156,871 at 4% or $104,581 at 6%. |
| Regardie Brooks & Lewis 401(K) Plan | - | 23 | $677,135 | $288,643 | $12,550iApproximate average salary by contribution assumption: employee only about $313,742 at 4% or $209,162 at 6%; with 50% employer match about $209,162 at 4% or $139,441 at 6%; with 100% employer match about $156,871 at 4% or $104,581 at 6%. |