Civic Intelligence

Brooks Financial Group Inc.

Plan context: Brooks Financial Group Inc. 401(K) Rate Group Profit Sharing Plan and Trust

EIN 52-1951941 • Baltimore, MD • 26 filings • 5 plans

1020 Cromwell Bridge RoadBaltimore, MD 21286
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$3,927,690

2024 Contributions

$271,068

Historical Graphs

Total Assets Over Time

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

$4,865,802$2,432,901$0199920122024YearValue
$3,927,690Latest year 2024

Participants Over Time

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

20100199920122024YearValue
20Latest 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
2024120$3,927,690$271,068$13,553iApproximate average salary by contribution assumption: employee only about $338,835 at 4% or $225,890 at 6%; with 50% employer match about $225,890 at 4% or $150,593 at 6%; with 100% employer match about $169,418 at 4% or $112,945 at 6%.
Brooks Financial Group Inc. 401(K) Rate Group Profit Sharing Plan and Trust-20$3,927,690$271,068$13,553iApproximate average salary by contribution assumption: employee only about $338,835 at 4% or $225,890 at 6%; with 50% employer match about $225,890 at 4% or $150,593 at 6%; with 100% employer match about $169,418 at 4% or $112,945 at 6%.
2023114$4,865,802$272,416$19,458iApproximate average salary by contribution assumption: employee only about $486,457 at 4% or $324,305 at 6%; with 50% employer match about $324,305 at 4% or $216,203 at 6%; with 100% employer match about $243,229 at 4% or $162,152 at 6%.
Brooks Financial Group Inc. 401(K) Rate Group Profit Sharing Plan and Trust-14$4,865,802$272,416$19,458iApproximate average salary by contribution assumption: employee only about $486,457 at 4% or $324,305 at 6%; with 50% employer match about $324,305 at 4% or $216,203 at 6%; with 100% employer match about $243,229 at 4% or $162,152 at 6%.
2022117$4,160,681$271,292$15,958iApproximate average salary by contribution assumption: employee only about $398,959 at 4% or $265,973 at 6%; with 50% employer match about $265,973 at 4% or $177,315 at 6%; with 100% employer match about $199,479 at 4% or $132,986 at 6%.
Brooks Financial Group Inc. 401(K) Rate Group Profit Sharing Plan and Trust-17$4,160,681$271,292$15,958iApproximate average salary by contribution assumption: employee only about $398,959 at 4% or $265,973 at 6%; with 50% employer match about $265,973 at 4% or $177,315 at 6%; with 100% employer match about $199,479 at 4% or $132,986 at 6%.
2021117$4,615,393$240,421$14,142iApproximate average salary by contribution assumption: employee only about $353,560 at 4% or $235,707 at 6%; with 50% employer match about $235,707 at 4% or $157,138 at 6%; with 100% employer match about $176,780 at 4% or $117,853 at 6%.
Brooks Financial Group Inc. 401(K) Rate Group Profit Sharing Plan and Trust-17$4,615,393$240,421$14,142iApproximate average salary by contribution assumption: employee only about $353,560 at 4% or $235,707 at 6%; with 50% employer match about $235,707 at 4% or $157,138 at 6%; with 100% employer match about $176,780 at 4% or $117,853 at 6%.
2020117$3,856,765$205,121$12,066iApproximate average salary by contribution assumption: employee only about $301,649 at 4% or $201,099 at 6%; with 50% employer match about $201,099 at 4% or $134,066 at 6%; with 100% employer match about $150,824 at 4% or $100,550 at 6%.
Brooks Financial Group Inc. 401(K) Rate Group Profit Sharing Plan and Trust-17$3,856,765$205,121$12,066iApproximate average salary by contribution assumption: employee only about $301,649 at 4% or $201,099 at 6%; with 50% employer match about $201,099 at 4% or $134,066 at 6%; with 100% employer match about $150,824 at 4% or $100,550 at 6%.
2019116$3,380,728$193,732$12,108iApproximate average salary by contribution assumption: employee only about $302,706 at 4% or $201,804 at 6%; with 50% employer match about $201,804 at 4% or $134,536 at 6%; with 100% employer match about $151,353 at 4% or $100,902 at 6%.
Brooks Financial Group Inc. 401(K) Rate Group Profit Sharing Plan and Trust-16$3,380,728$193,732$12,108iApproximate average salary by contribution assumption: employee only about $302,706 at 4% or $201,804 at 6%; with 50% employer match about $201,804 at 4% or $134,536 at 6%; with 100% employer match about $151,353 at 4% or $100,902 at 6%.
2018117$3,837,922$185,136$10,890iApproximate average salary by contribution assumption: employee only about $272,259 at 4% or $181,506 at 6%; with 50% employer match about $181,506 at 4% or $121,004 at 6%; with 100% employer match about $136,129 at 4% or $90,753 at 6%.
Brooks Financial Group Inc. 401(K) Rate Group Profit Sharing Plan and Trust-17$3,837,922$185,136$10,890iApproximate average salary by contribution assumption: employee only about $272,259 at 4% or $181,506 at 6%; with 50% employer match about $181,506 at 4% or $121,004 at 6%; with 100% employer match about $136,129 at 4% or $90,753 at 6%.
2017116$3,915,851$168,288$10,518iApproximate average salary by contribution assumption: employee only about $262,950 at 4% or $175,300 at 6%; with 50% employer match about $175,300 at 4% or $116,867 at 6%; with 100% employer match about $131,475 at 4% or $87,650 at 6%.
Brooks Financial Group Inc. 401(K) Rate Group Profit Sharing Plan and Trust-16$3,915,851$168,288$10,518iApproximate average salary by contribution assumption: employee only about $262,950 at 4% or $175,300 at 6%; with 50% employer match about $175,300 at 4% or $116,867 at 6%; with 100% employer match about $131,475 at 4% or $87,650 at 6%.
2016114$3,115,267$148,942$10,639iApproximate average salary by contribution assumption: employee only about $265,968 at 4% or $177,312 at 6%; with 50% employer match about $177,312 at 4% or $118,208 at 6%; with 100% employer match about $132,984 at 4% or $88,656 at 6%.
Brooks Financial Group Inc. 401(K) Rate Group Profit Sharing Plan and Trust-14$3,115,267$148,942$10,639iApproximate average salary by contribution assumption: employee only about $265,968 at 4% or $177,312 at 6%; with 50% employer match about $177,312 at 4% or $118,208 at 6%; with 100% employer match about $132,984 at 4% or $88,656 at 6%.
2015114$2,783,618$145,544$10,396iApproximate average salary by contribution assumption: employee only about $259,900 at 4% or $173,267 at 6%; with 50% employer match about $173,267 at 4% or $115,511 at 6%; with 100% employer match about $129,950 at 4% or $86,633 at 6%.
Brooks Financial Group Inc. 401(K) Rate Group Profit Sharing Plan and Trust-14$2,783,618$145,544$10,396iApproximate average salary by contribution assumption: employee only about $259,900 at 4% or $173,267 at 6%; with 50% employer match about $173,267 at 4% or $115,511 at 6%; with 100% employer match about $129,950 at 4% or $86,633 at 6%.
2014115$3,005,398$135,296$9,020iApproximate average salary by contribution assumption: employee only about $225,493 at 4% or $150,329 at 6%; with 50% employer match about $150,329 at 4% or $100,219 at 6%; with 100% employer match about $112,747 at 4% or $75,164 at 6%.
Brooks Financial Group Inc. 401(K) Rate Group Profit Sharing Plan and Trust-15$3,005,398$135,296$9,020iApproximate average salary by contribution assumption: employee only about $225,493 at 4% or $150,329 at 6%; with 50% employer match about $150,329 at 4% or $100,219 at 6%; with 100% employer match about $112,747 at 4% or $75,164 at 6%.
2013115$2,746,884$97,400$6,493iApproximate average salary by contribution assumption: employee only about $162,333 at 4% or $108,222 at 6%; with 50% employer match about $108,222 at 4% or $72,148 at 6%; with 100% employer match about $81,167 at 4% or $54,111 at 6%.
Brooks Financial Group Inc. 401(K) Rate Group Profit Sharing Plan and Trust-15$2,746,884$97,400$6,493iApproximate average salary by contribution assumption: employee only about $162,333 at 4% or $108,222 at 6%; with 50% employer match about $108,222 at 4% or $72,148 at 6%; with 100% employer match about $81,167 at 4% or $54,111 at 6%.
2012114$2,296,917$198,101$14,150iApproximate average salary by contribution assumption: employee only about $353,752 at 4% or $235,835 at 6%; with 50% employer match about $235,835 at 4% or $157,223 at 6%; with 100% employer match about $176,876 at 4% or $117,917 at 6%.
Brooks Financial Group Inc. 401(K) Rate Group Profit Sharing Plan and Trust-14$2,296,917$198,101$14,150iApproximate average salary by contribution assumption: employee only about $353,752 at 4% or $235,835 at 6%; with 50% employer match about $235,835 at 4% or $157,223 at 6%; with 100% employer match about $176,876 at 4% or $117,917 at 6%.
2011114$1,925,411$194,127$13,866iApproximate average salary by contribution assumption: employee only about $346,655 at 4% or $231,104 at 6%; with 50% employer match about $231,104 at 4% or $154,069 at 6%; with 100% employer match about $173,328 at 4% or $115,552 at 6%.
Brooks Financial Group Inc. 401(K) Rate Group Profit Sharing Plan and Trust-14$1,925,411$194,127$13,866iApproximate average salary by contribution assumption: employee only about $346,655 at 4% or $231,104 at 6%; with 50% employer match about $231,104 at 4% or $154,069 at 6%; with 100% employer match about $173,328 at 4% or $115,552 at 6%.
2010114$1,836,416$190,985$13,642iApproximate average salary by contribution assumption: employee only about $341,045 at 4% or $227,363 at 6%; with 50% employer match about $227,363 at 4% or $151,575 at 6%; with 100% employer match about $170,522 at 4% or $113,682 at 6%.
Brooks Financial Group Inc. 401(K) Rate Group Profit Sharing Plan and Trust-14$1,836,416$190,985$13,642iApproximate average salary by contribution assumption: employee only about $341,045 at 4% or $227,363 at 6%; with 50% employer match about $227,363 at 4% or $151,575 at 6%; with 100% employer match about $170,522 at 4% or $113,682 at 6%.
2009114$1,520,932$140,791$10,057iApproximate average salary by contribution assumption: employee only about $251,413 at 4% or $167,608 at 6%; with 50% employer match about $167,608 at 4% or $111,739 at 6%; with 100% employer match about $125,706 at 4% or $83,804 at 6%.
Brooks Financial Group Inc. 401(K) Rate Group Profit Sharing Plan and Trust-14$1,520,932$140,791$10,057iApproximate average salary by contribution assumption: employee only about $251,413 at 4% or $167,608 at 6%; with 50% employer match about $167,608 at 4% or $111,739 at 6%; with 100% employer match about $125,706 at 4% or $83,804 at 6%.
2008112$1,121,211$165,999$13,833iApproximate average salary by contribution assumption: employee only about $345,831 at 4% or $230,554 at 6%; with 50% employer match about $230,554 at 4% or $153,703 at 6%; with 100% employer match about $172,916 at 4% or $115,277 at 6%.
Brooks Financial Group Inc. 401(K) Rate Group Profit Sharing Plan and Trust-12$1,121,211$165,999$13,833iApproximate average salary by contribution assumption: employee only about $345,831 at 4% or $230,554 at 6%; with 50% employer match about $230,554 at 4% or $153,703 at 6%; with 100% employer match about $172,916 at 4% or $115,277 at 6%.
2007110$1,374,955$182,496$18,250iApproximate average salary by contribution assumption: employee only about $456,240 at 4% or $304,160 at 6%; with 50% employer match about $304,160 at 4% or $202,773 at 6%; with 100% employer match about $228,120 at 4% or $152,080 at 6%.
Brooks Financial Group Inc. 401(K) Rate Group Profit Sharing Plan and Trust-10$1,374,955$182,496$18,250iApproximate average salary by contribution assumption: employee only about $456,240 at 4% or $304,160 at 6%; with 50% employer match about $304,160 at 4% or $202,773 at 6%; with 100% employer match about $228,120 at 4% or $152,080 at 6%.
2006113$1,140,719$180,794$13,907iApproximate average salary by contribution assumption: employee only about $347,681 at 4% or $231,787 at 6%; with 50% employer match about $231,787 at 4% or $154,525 at 6%; with 100% employer match about $173,840 at 4% or $115,894 at 6%.
Brooks Financial Group Inc. 401(K) Rate Group Profit Sharing Plan and Trust-13$1,140,719$180,794$13,907iApproximate average salary by contribution assumption: employee only about $347,681 at 4% or $231,787 at 6%; with 50% employer match about $231,787 at 4% or $154,525 at 6%; with 100% employer match about $173,840 at 4% or $115,894 at 6%.
200519$868,370$154,262$17,140iApproximate average salary by contribution assumption: employee only about $428,506 at 4% or $285,670 at 6%; with 50% employer match about $285,670 at 4% or $190,447 at 6%; with 100% employer match about $214,253 at 4% or $142,835 at 6%.
Brooks Financial Group Inc. 401(K) Rate Group Profit Sharing Plan and Trust-9$868,370$154,262$17,140iApproximate average salary by contribution assumption: employee only about $428,506 at 4% or $285,670 at 6%; with 50% employer match about $285,670 at 4% or $190,447 at 6%; with 100% employer match about $214,253 at 4% or $142,835 at 6%.
2004111$684,077$133,679$12,153iApproximate average salary by contribution assumption: employee only about $303,816 at 4% or $202,544 at 6%; with 50% employer match about $202,544 at 4% or $135,029 at 6%; with 100% employer match about $151,908 at 4% or $101,272 at 6%.
Brooks Financial Group Inc. 401(K) Rate Group Profit Sharing Plan and Trust-11$684,077$133,679$12,153iApproximate average salary by contribution assumption: employee only about $303,816 at 4% or $202,544 at 6%; with 50% employer match about $202,544 at 4% or $135,029 at 6%; with 100% employer match about $151,908 at 4% or $101,272 at 6%.
2003110$562,168$92,262$9,226iApproximate average salary by contribution assumption: employee only about $230,655 at 4% or $153,770 at 6%; with 50% employer match about $153,770 at 4% or $102,513 at 6%; with 100% employer match about $115,328 at 4% or $76,885 at 6%.
Brooks Financial Group Inc. 401(K) Rate Group Profit Sharing Plan and Trust-10$562,168$92,262$9,226iApproximate average salary by contribution assumption: employee only about $230,655 at 4% or $153,770 at 6%; with 50% employer match about $153,770 at 4% or $102,513 at 6%; with 100% employer match about $115,328 at 4% or $76,885 at 6%.
2002113$379,307$122,682$9,437iApproximate average salary by contribution assumption: employee only about $235,927 at 4% or $157,285 at 6%; with 50% employer match about $157,285 at 4% or $104,856 at 6%; with 100% employer match about $117,963 at 4% or $78,642 at 6%.
Brooks Financial Group Inc. 401(K) Rate Group Profit Sharing Plan and Trust-13$379,307$122,682$9,437iApproximate average salary by contribution assumption: employee only about $235,927 at 4% or $157,285 at 6%; with 50% employer match about $157,285 at 4% or $104,856 at 6%; with 100% employer match about $117,963 at 4% or $78,642 at 6%.
200119$318,527$42,029$4,670iApproximate average salary by contribution assumption: employee only about $116,747 at 4% or $77,831 at 6%; with 50% employer match about $77,831 at 4% or $51,888 at 6%; with 100% employer match about $58,374 at 4% or $38,916 at 6%.
Brooks Financial Group Inc. 401(K) Rate Group Profit Sharing Plan and Trust-9$318,527$42,029$4,670iApproximate average salary by contribution assumption: employee only about $116,747 at 4% or $77,831 at 6%; with 50% employer match about $77,831 at 4% or $51,888 at 6%; with 100% employer match about $58,374 at 4% or $38,916 at 6%.
200018$322,864$102,637$12,830iApproximate average salary by contribution assumption: employee only about $320,741 at 4% or $213,827 at 6%; with 50% employer match about $213,827 at 4% or $142,551 at 6%; with 100% employer match about $160,370 at 4% or $106,914 at 6%.
Brooks Financial Group Inc. 401(K) Rate Group Profit Sharing Plan and Trust-8$322,864$102,637$12,830iApproximate average salary by contribution assumption: employee only about $320,741 at 4% or $213,827 at 6%; with 50% employer match about $213,827 at 4% or $142,551 at 6%; with 100% employer match about $160,370 at 4% or $106,914 at 6%.
199918$265,128$91,328$11,416iApproximate average salary by contribution assumption: employee only about $285,400 at 4% or $190,267 at 6%; with 50% employer match about $190,267 at 4% or $126,844 at 6%; with 100% employer match about $142,700 at 4% or $95,133 at 6%.
Brooks Financial Group Inc. 401(K) Rate Group Profit Sharing Plan and Trust-8$265,128$91,328$11,416iApproximate average salary by contribution assumption: employee only about $285,400 at 4% or $190,267 at 6%; with 50% employer match about $190,267 at 4% or $126,844 at 6%; with 100% employer match about $142,700 at 4% or $95,133 at 6%.