Brookwood Associates LLC
Plan context: Brookwood Associates LLC 401(K) Retirement Plan
EIN 58-2587928 • Atlanta, GA • 22 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$3,926,989
2024 Contributions
$108,700
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 | 1 | 12 | $3,926,989 | $108,700 | $9,058iApproximate average salary by contribution assumption: employee only about $226,458 at 4% or $150,972 at 6%; with 50% employer match about $150,972 at 4% or $100,648 at 6%; with 100% employer match about $113,229 at 4% or $75,486 at 6%. |
| Brookwood Associates LLC 401(K) Retirement Plan | - | 12 | $3,926,989 | $108,700 | $9,058iApproximate average salary by contribution assumption: employee only about $226,458 at 4% or $150,972 at 6%; with 50% employer match about $150,972 at 4% or $100,648 at 6%; with 100% employer match about $113,229 at 4% or $75,486 at 6%. |
| 2023 | 1 | 11 | $3,464,696 | $125,655 | $11,423iApproximate average salary by contribution assumption: employee only about $285,580 at 4% or $190,386 at 6%; with 50% employer match about $190,386 at 4% or $126,924 at 6%; with 100% employer match about $142,790 at 4% or $95,193 at 6%. |
| Brookwood Associates LLC 401(K) Retirement Plan | - | 11 | $3,464,696 | $125,655 | $11,423iApproximate average salary by contribution assumption: employee only about $285,580 at 4% or $190,386 at 6%; with 50% employer match about $190,386 at 4% or $126,924 at 6%; with 100% employer match about $142,790 at 4% or $95,193 at 6%. |
| 2022 | 1 | 12 | $3,020,844 | $84,292 | $7,024iApproximate average salary by contribution assumption: employee only about $175,608 at 4% or $117,072 at 6%; with 50% employer match about $117,072 at 4% or $78,048 at 6%; with 100% employer match about $87,804 at 4% or $58,536 at 6%. |
| Brookwood Associates LLC 401(K) Retirement Plan | - | 12 | $3,020,844 | $84,292 | $7,024iApproximate average salary by contribution assumption: employee only about $175,608 at 4% or $117,072 at 6%; with 50% employer match about $117,072 at 4% or $78,048 at 6%; with 100% employer match about $87,804 at 4% or $58,536 at 6%. |
| 2021 | 1 | 8 | $3,611,555 | $61,568 | $7,696iApproximate average salary by contribution assumption: employee only about $192,400 at 4% or $128,267 at 6%; with 50% employer match about $128,267 at 4% or $85,511 at 6%; with 100% employer match about $96,200 at 4% or $64,133 at 6%. |
| Brookwood Associates LLC 401(K) Retirement Plan | - | 8 | $3,611,555 | $61,568 | $7,696iApproximate average salary by contribution assumption: employee only about $192,400 at 4% or $128,267 at 6%; with 50% employer match about $128,267 at 4% or $85,511 at 6%; with 100% employer match about $96,200 at 4% or $64,133 at 6%. |
| 2020 | 1 | 8 | $2,985,937 | $98,337 | $12,292iApproximate average salary by contribution assumption: employee only about $307,303 at 4% or $204,869 at 6%; with 50% employer match about $204,869 at 4% or $136,579 at 6%; with 100% employer match about $153,652 at 4% or $102,434 at 6%. |
| Brookwood Associates LLC 401(K) Retirement Plan | - | 8 | $2,985,937 | $98,337 | $12,292iApproximate average salary by contribution assumption: employee only about $307,303 at 4% or $204,869 at 6%; with 50% employer match about $204,869 at 4% or $136,579 at 6%; with 100% employer match about $153,652 at 4% or $102,434 at 6%. |
| 2019 | 1 | 10 | $2,682,308 | $109,048 | $10,905iApproximate average salary by contribution assumption: employee only about $272,620 at 4% or $181,747 at 6%; with 50% employer match about $181,747 at 4% or $121,164 at 6%; with 100% employer match about $136,310 at 4% or $90,873 at 6%. |
| Brookwood Associates LLC 401(K) Retirement Plan | - | 10 | $2,682,308 | $109,048 | $10,905iApproximate average salary by contribution assumption: employee only about $272,620 at 4% or $181,747 at 6%; with 50% employer match about $181,747 at 4% or $121,164 at 6%; with 100% employer match about $136,310 at 4% or $90,873 at 6%. |
| 2018 | 1 | 14 | $2,301,851 | $145,227 | $10,373iApproximate average salary by contribution assumption: employee only about $259,334 at 4% or $172,889 at 6%; with 50% employer match about $172,889 at 4% or $115,260 at 6%; with 100% employer match about $129,667 at 4% or $86,445 at 6%. |
| Brookwood Associates LLC 401(K) Retirement Plan | - | 14 | $2,301,851 | $145,227 | $10,373iApproximate average salary by contribution assumption: employee only about $259,334 at 4% or $172,889 at 6%; with 50% employer match about $172,889 at 4% or $115,260 at 6%; with 100% employer match about $129,667 at 4% or $86,445 at 6%. |
| 2017 | 1 | 14 | $2,560,554 | $170,548 | $12,182iApproximate average salary by contribution assumption: employee only about $304,550 at 4% or $203,033 at 6%; with 50% employer match about $203,033 at 4% or $135,356 at 6%; with 100% employer match about $152,275 at 4% or $101,517 at 6%. |
| Brookwood Associates LLC 401(K) Retirement Plan | - | 14 | $2,560,554 | $170,548 | $12,182iApproximate average salary by contribution assumption: employee only about $304,550 at 4% or $203,033 at 6%; with 50% employer match about $203,033 at 4% or $135,356 at 6%; with 100% employer match about $152,275 at 4% or $101,517 at 6%. |
| 2016 | 1 | 13 | $1,996,650 | $210,225 | $16,171iApproximate average salary by contribution assumption: employee only about $404,279 at 4% or $269,519 at 6%; with 50% employer match about $269,519 at 4% or $179,679 at 6%; with 100% employer match about $202,139 at 4% or $134,760 at 6%. |
| Brookwood Associates LLC 401(K) Retirement Plan | - | 13 | $1,996,650 | $210,225 | $16,171iApproximate average salary by contribution assumption: employee only about $404,279 at 4% or $269,519 at 6%; with 50% employer match about $269,519 at 4% or $179,679 at 6%; with 100% employer match about $202,139 at 4% or $134,760 at 6%. |
| 2015 | 1 | 21 | $2,474,518 | $265,944 | $12,664iApproximate average salary by contribution assumption: employee only about $316,600 at 4% or $211,067 at 6%; with 50% employer match about $211,067 at 4% or $140,711 at 6%; with 100% employer match about $158,300 at 4% or $105,533 at 6%. |
| Brookwood Associates LLC 401(K) Retirement Plan | - | 21 | $2,474,518 | $265,944 | $12,664iApproximate average salary by contribution assumption: employee only about $316,600 at 4% or $211,067 at 6%; with 50% employer match about $211,067 at 4% or $140,711 at 6%; with 100% employer match about $158,300 at 4% or $105,533 at 6%. |
| 2014 | 1 | 24 | $2,272,555 | $217,397 | $9,058iApproximate average salary by contribution assumption: employee only about $226,455 at 4% or $150,970 at 6%; with 50% employer match about $150,970 at 4% or $100,647 at 6%; with 100% employer match about $113,228 at 4% or $75,485 at 6%. |
| Brookwood Associates LLC 401(K) Retirement Plan | - | 24 | $2,272,555 | $217,397 | $9,058iApproximate average salary by contribution assumption: employee only about $226,455 at 4% or $150,970 at 6%; with 50% employer match about $150,970 at 4% or $100,647 at 6%; with 100% employer match about $113,228 at 4% or $75,485 at 6%. |
| 2013 | 1 | 25 | $2,088,431 | $404,332 | $16,173iApproximate average salary by contribution assumption: employee only about $404,332 at 4% or $269,555 at 6%; with 50% employer match about $269,555 at 4% or $179,703 at 6%; with 100% employer match about $202,166 at 4% or $134,777 at 6%. |
| Brookwood Associates LLC 401(K) Retirement Plan | - | 25 | $2,088,431 | $404,332 | $16,173iApproximate average salary by contribution assumption: employee only about $404,332 at 4% or $269,555 at 6%; with 50% employer match about $269,555 at 4% or $179,703 at 6%; with 100% employer match about $202,166 at 4% or $134,777 at 6%. |
| 2012 | 1 | 27 | $1,558,331 | $253,853 | $9,402iApproximate average salary by contribution assumption: employee only about $235,049 at 4% or $156,699 at 6%; with 50% employer match about $156,699 at 4% or $104,466 at 6%; with 100% employer match about $117,525 at 4% or $78,350 at 6%. |
| Brookwood Associates LLC 401(K) Retirement Plan | - | 27 | $1,558,331 | $253,853 | $9,402iApproximate average salary by contribution assumption: employee only about $235,049 at 4% or $156,699 at 6%; with 50% employer match about $156,699 at 4% or $104,466 at 6%; with 100% employer match about $117,525 at 4% or $78,350 at 6%. |
| 2011 | 1 | 25 | $1,166,548 | $180,830 | $7,233iApproximate average salary by contribution assumption: employee only about $180,830 at 4% or $120,553 at 6%; with 50% employer match about $120,553 at 4% or $80,369 at 6%; with 100% employer match about $90,415 at 4% or $60,277 at 6%. |
| Brookwood Associates LLC 401(K) Retirement Plan | - | 25 | $1,166,548 | $180,830 | $7,233iApproximate average salary by contribution assumption: employee only about $180,830 at 4% or $120,553 at 6%; with 50% employer match about $120,553 at 4% or $80,369 at 6%; with 100% employer match about $90,415 at 4% or $60,277 at 6%. |
| 2010 | 1 | 25 | $1,355,111 | $225,742 | $9,030iApproximate average salary by contribution assumption: employee only about $225,742 at 4% or $150,495 at 6%; with 50% employer match about $150,495 at 4% or $100,330 at 6%; with 100% employer match about $112,871 at 4% or $75,247 at 6%. |
| Brookwood Associates LLC 401(K) Retirement Plan | - | 25 | $1,355,111 | $225,742 | $9,030iApproximate average salary by contribution assumption: employee only about $225,742 at 4% or $150,495 at 6%; with 50% employer match about $150,495 at 4% or $100,330 at 6%; with 100% employer match about $112,871 at 4% or $75,247 at 6%. |
| 2009 | 1 | 26 | $1,005,034 | $143,832 | $5,532iApproximate average salary by contribution assumption: employee only about $138,300 at 4% or $92,200 at 6%; with 50% employer match about $92,200 at 4% or $61,467 at 6%; with 100% employer match about $69,150 at 4% or $46,100 at 6%. |
| Brookwood Associates LLC 401(K) Retirement Plan | - | 26 | $1,005,034 | $143,832 | $5,532iApproximate average salary by contribution assumption: employee only about $138,300 at 4% or $92,200 at 6%; with 50% employer match about $92,200 at 4% or $61,467 at 6%; with 100% employer match about $69,150 at 4% or $46,100 at 6%. |
| 2008 | 1 | 19 | $757,451 | $226,492 | $11,921iApproximate average salary by contribution assumption: employee only about $298,016 at 4% or $198,677 at 6%; with 50% employer match about $198,677 at 4% or $132,451 at 6%; with 100% employer match about $149,008 at 4% or $99,339 at 6%. |
| Brookwood Associates LLC 401(K) Retirement Plan | - | 19 | $757,451 | $226,492 | $11,921iApproximate average salary by contribution assumption: employee only about $298,016 at 4% or $198,677 at 6%; with 50% employer match about $198,677 at 4% or $132,451 at 6%; with 100% employer match about $149,008 at 4% or $99,339 at 6%. |
| 2007 | 1 | 20 | $824,750 | $299,220 | $14,961iApproximate average salary by contribution assumption: employee only about $374,025 at 4% or $249,350 at 6%; with 50% employer match about $249,350 at 4% or $166,233 at 6%; with 100% employer match about $187,013 at 4% or $124,675 at 6%. |
| Brookwood Associates LLC 401(K) Retirement Plan | - | 20 | $824,750 | $299,220 | $14,961iApproximate average salary by contribution assumption: employee only about $374,025 at 4% or $249,350 at 6%; with 50% employer match about $249,350 at 4% or $166,233 at 6%; with 100% employer match about $187,013 at 4% or $124,675 at 6%. |
| 2005 | 1 | 16 | $437,392 | $147,532 | $9,221iApproximate average salary by contribution assumption: employee only about $230,519 at 4% or $153,679 at 6%; with 50% employer match about $153,679 at 4% or $102,453 at 6%; with 100% employer match about $115,259 at 4% or $76,840 at 6%. |
| Brookwood Associates LLC 401(K) Retirement Plan | - | 16 | $437,392 | $147,532 | $9,221iApproximate average salary by contribution assumption: employee only about $230,519 at 4% or $153,679 at 6%; with 50% employer match about $153,679 at 4% or $102,453 at 6%; with 100% employer match about $115,259 at 4% or $76,840 at 6%. |
| 2004 | 1 | 12 | $328,819 | $115,700 | $9,642iApproximate average salary by contribution assumption: employee only about $241,042 at 4% or $160,694 at 6%; with 50% employer match about $160,694 at 4% or $107,130 at 6%; with 100% employer match about $120,521 at 4% or $80,347 at 6%. |
| Brookwood Associates LLC 401(K) Retirement Plan | - | 12 | $328,819 | $115,700 | $9,642iApproximate average salary by contribution assumption: employee only about $241,042 at 4% or $160,694 at 6%; with 50% employer match about $160,694 at 4% or $107,130 at 6%; with 100% employer match about $120,521 at 4% or $80,347 at 6%. |
| 2002 | 1 | 7 | $115,104 | $119,000 | $17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%. |
| Brookwood Associates LLC 401(K) Retirement Plan | - | 7 | $115,104 | $119,000 | $17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%. |
| 2001 | 1 | 5 | $0 | $0 | - |
| Brookwood Associates LLC 401(K) Retirement Plan | - | 5 | - | - | - |