Civic Intelligence

Brandel-Stephens & Co. Inc.

Plan context: Brandel-Stephens & Company Inc. Profit Sharing Plan & Trust

EIN 59-1116242 • Boca Raton, FL • 29 filings • 2 plans

4720 NW Boca Raton Blvd. Ste. D-102Boca Raton, FL 33431
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$5,091,522

2024 Contributions

$94,848

Historical Graphs

Total Assets Over Time

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

$9,577,038$4,788,519$0199920122024YearValue
$5,091,522Latest year 2024

Participants Over Time

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

1790199920122024YearValue
15Latest 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
2024115$5,091,522$94,848$6,323iApproximate average salary by contribution assumption: employee only about $158,080 at 4% or $105,387 at 6%; with 50% employer match about $105,387 at 4% or $70,258 at 6%; with 100% employer match about $79,040 at 4% or $52,693 at 6%.
Brandel-Stephens & Company Inc. Profit Sharing Plan & Trust-15$5,091,522$94,848$6,323iApproximate average salary by contribution assumption: employee only about $158,080 at 4% or $105,387 at 6%; with 50% employer match about $105,387 at 4% or $70,258 at 6%; with 100% employer match about $79,040 at 4% or $52,693 at 6%.
2023115$4,794,432$112,622$7,508iApproximate average salary by contribution assumption: employee only about $187,703 at 4% or $125,136 at 6%; with 50% employer match about $125,136 at 4% or $83,424 at 6%; with 100% employer match about $93,852 at 4% or $62,568 at 6%.
Brandel-Stephens & Company Inc. Profit Sharing Plan & Trust-15$4,794,432$112,622$7,508iApproximate average salary by contribution assumption: employee only about $187,703 at 4% or $125,136 at 6%; with 50% employer match about $125,136 at 4% or $83,424 at 6%; with 100% employer match about $93,852 at 4% or $62,568 at 6%.
2022116$4,773,229$120,073$7,505iApproximate average salary by contribution assumption: employee only about $187,614 at 4% or $125,076 at 6%; with 50% employer match about $125,076 at 4% or $83,384 at 6%; with 100% employer match about $93,807 at 4% or $62,538 at 6%.
Brandel-Stephens & Company Inc. Profit Sharing Plan & Trust-16$4,773,229$120,073$7,505iApproximate average salary by contribution assumption: employee only about $187,614 at 4% or $125,076 at 6%; with 50% employer match about $125,076 at 4% or $83,384 at 6%; with 100% employer match about $93,807 at 4% or $62,538 at 6%.
2021116$5,794,193$137,218$8,576iApproximate average salary by contribution assumption: employee only about $214,403 at 4% or $142,935 at 6%; with 50% employer match about $142,935 at 4% or $95,290 at 6%; with 100% employer match about $107,202 at 4% or $71,468 at 6%.
Brandel-Stephens & Company Inc. Profit Sharing Plan & Trust-16$5,794,193$137,218$8,576iApproximate average salary by contribution assumption: employee only about $214,403 at 4% or $142,935 at 6%; with 50% employer match about $142,935 at 4% or $95,290 at 6%; with 100% employer match about $107,202 at 4% or $71,468 at 6%.
2020116$5,558,718$116,131$7,258iApproximate average salary by contribution assumption: employee only about $181,455 at 4% or $120,970 at 6%; with 50% employer match about $120,970 at 4% or $80,647 at 6%; with 100% employer match about $90,727 at 4% or $60,485 at 6%.
Brandel-Stephens & Company Inc. Profit Sharing Plan & Trust-16$5,558,718$116,131$7,258iApproximate average salary by contribution assumption: employee only about $181,455 at 4% or $120,970 at 6%; with 50% employer match about $120,970 at 4% or $80,647 at 6%; with 100% employer match about $90,727 at 4% or $60,485 at 6%.
2019115$7,527,411$106,738$7,116iApproximate average salary by contribution assumption: employee only about $177,897 at 4% or $118,598 at 6%; with 50% employer match about $118,598 at 4% or $79,065 at 6%; with 100% employer match about $88,948 at 4% or $59,299 at 6%.
Brandel-Stephens & Company Inc. Profit Sharing Plan & Trust-15$7,527,411$106,738$7,116iApproximate average salary by contribution assumption: employee only about $177,897 at 4% or $118,598 at 6%; with 50% employer match about $118,598 at 4% or $79,065 at 6%; with 100% employer match about $88,948 at 4% or $59,299 at 6%.
2018115$6,379,798$107,431$7,162iApproximate average salary by contribution assumption: employee only about $179,052 at 4% or $119,368 at 6%; with 50% employer match about $119,368 at 4% or $79,579 at 6%; with 100% employer match about $89,526 at 4% or $59,684 at 6%.
Brandel-Stephens & Company Inc. Profit Sharing Plan & Trust-15$6,379,798$107,431$7,162iApproximate average salary by contribution assumption: employee only about $179,052 at 4% or $119,368 at 6%; with 50% employer match about $119,368 at 4% or $79,579 at 6%; with 100% employer match about $89,526 at 4% or $59,684 at 6%.
2017115$8,226,006$114,218$7,615iApproximate average salary by contribution assumption: employee only about $190,363 at 4% or $126,909 at 6%; with 50% employer match about $126,909 at 4% or $84,606 at 6%; with 100% employer match about $95,182 at 4% or $63,454 at 6%.
Brandel-Stephens & Company Inc. Profit Sharing Plan & Trust-15$8,226,006$114,218$7,615iApproximate average salary by contribution assumption: employee only about $190,363 at 4% or $126,909 at 6%; with 50% employer match about $126,909 at 4% or $84,606 at 6%; with 100% employer match about $95,182 at 4% or $63,454 at 6%.
2016115$8,440,352$162,323$10,822iApproximate average salary by contribution assumption: employee only about $270,538 at 4% or $180,359 at 6%; with 50% employer match about $180,359 at 4% or $120,239 at 6%; with 100% employer match about $135,269 at 4% or $90,179 at 6%.
Brandel-Stephens & Company Inc. Profit Sharing Plan & Trust-15$8,440,352$162,323$10,822iApproximate average salary by contribution assumption: employee only about $270,538 at 4% or $180,359 at 6%; with 50% employer match about $180,359 at 4% or $120,239 at 6%; with 100% employer match about $135,269 at 4% or $90,179 at 6%.
2015114$8,301,550$256,293$18,307iApproximate average salary by contribution assumption: employee only about $457,666 at 4% or $305,111 at 6%; with 50% employer match about $305,111 at 4% or $203,407 at 6%; with 100% employer match about $228,833 at 4% or $152,555 at 6%.
Brandel-Stephens & Company Inc. Profit Sharing Plan & Trust-14$8,301,550$256,293$18,307iApproximate average salary by contribution assumption: employee only about $457,666 at 4% or $305,111 at 6%; with 50% employer match about $305,111 at 4% or $203,407 at 6%; with 100% employer match about $228,833 at 4% or $152,555 at 6%.
2014113$9,577,038$264,120$20,317iApproximate average salary by contribution assumption: employee only about $507,923 at 4% or $338,615 at 6%; with 50% employer match about $338,615 at 4% or $225,744 at 6%; with 100% employer match about $253,962 at 4% or $169,308 at 6%.
Brandel-Stephens & Company Inc. Profit Sharing Plan & Trust-13$9,577,038$264,120$20,317iApproximate average salary by contribution assumption: employee only about $507,923 at 4% or $338,615 at 6%; with 50% employer match about $338,615 at 4% or $225,744 at 6%; with 100% employer match about $253,962 at 4% or $169,308 at 6%.
2013115$9,067,799$266,378$17,759iApproximate average salary by contribution assumption: employee only about $443,963 at 4% or $295,976 at 6%; with 50% employer match about $295,976 at 4% or $197,317 at 6%; with 100% employer match about $221,982 at 4% or $147,988 at 6%.
Brandel-Stephens & Company Inc. Profit Sharing Plan & Trust-15$9,067,799$266,378$17,759iApproximate average salary by contribution assumption: employee only about $443,963 at 4% or $295,976 at 6%; with 50% employer match about $295,976 at 4% or $197,317 at 6%; with 100% employer match about $221,982 at 4% or $147,988 at 6%.
2012115$7,492,431$269,271$17,951iApproximate average salary by contribution assumption: employee only about $448,785 at 4% or $299,190 at 6%; with 50% employer match about $299,190 at 4% or $199,460 at 6%; with 100% employer match about $224,393 at 4% or $149,595 at 6%.
Brandel-Stephens & Company Inc. Profit Sharing Plan & Trust-15$7,492,431$269,271$17,951iApproximate average salary by contribution assumption: employee only about $448,785 at 4% or $299,190 at 6%; with 50% employer match about $299,190 at 4% or $199,460 at 6%; with 100% employer match about $224,393 at 4% or $149,595 at 6%.
2011114$6,419,999$267,996$19,143iApproximate average salary by contribution assumption: employee only about $478,564 at 4% or $319,043 at 6%; with 50% employer match about $319,043 at 4% or $212,695 at 6%; with 100% employer match about $239,282 at 4% or $159,521 at 6%.
Brandel-Stephens & Company Inc. Profit Sharing Plan & Trust-14$6,419,999$267,996$19,143iApproximate average salary by contribution assumption: employee only about $478,564 at 4% or $319,043 at 6%; with 50% employer match about $319,043 at 4% or $212,695 at 6%; with 100% employer match about $239,282 at 4% or $159,521 at 6%.
2010113$6,120,890$237,132$18,241iApproximate average salary by contribution assumption: employee only about $456,023 at 4% or $304,015 at 6%; with 50% employer match about $304,015 at 4% or $202,677 at 6%; with 100% employer match about $228,012 at 4% or $152,008 at 6%.
Brandel-Stephens & Company Inc. Profit Sharing Plan & Trust-13$6,120,890$237,132$18,241iApproximate average salary by contribution assumption: employee only about $456,023 at 4% or $304,015 at 6%; with 50% employer match about $304,015 at 4% or $202,677 at 6%; with 100% employer match about $228,012 at 4% or $152,008 at 6%.
2009113$5,213,187$223,036$17,157iApproximate average salary by contribution assumption: employee only about $428,915 at 4% or $285,944 at 6%; with 50% employer match about $285,944 at 4% or $190,629 at 6%; with 100% employer match about $214,458 at 4% or $142,972 at 6%.
Brandel-Stephens & Company Inc. Profit Sharing Plan & Trust-13$5,213,187$223,036$17,157iApproximate average salary by contribution assumption: employee only about $428,915 at 4% or $285,944 at 6%; with 50% employer match about $285,944 at 4% or $190,629 at 6%; with 100% employer match about $214,458 at 4% or $142,972 at 6%.
2008113$4,055,804$231,921$17,840iApproximate average salary by contribution assumption: employee only about $446,002 at 4% or $297,335 at 6%; with 50% employer match about $297,335 at 4% or $198,223 at 6%; with 100% employer match about $223,001 at 4% or $148,667 at 6%.
Brandel-Stephens & Company Inc. Profit Sharing Plan & Trust-13$4,055,804$231,921$17,840iApproximate average salary by contribution assumption: employee only about $446,002 at 4% or $297,335 at 6%; with 50% employer match about $297,335 at 4% or $198,223 at 6%; with 100% employer match about $223,001 at 4% or $148,667 at 6%.
2007112$5,602,247$207,514$17,293iApproximate average salary by contribution assumption: employee only about $432,321 at 4% or $288,214 at 6%; with 50% employer match about $288,214 at 4% or $192,143 at 6%; with 100% employer match about $216,160 at 4% or $144,107 at 6%.
Brandel-Stephens & Company Inc. Profit Sharing Plan & Trust-12$5,602,247$207,514$17,293iApproximate average salary by contribution assumption: employee only about $432,321 at 4% or $288,214 at 6%; with 50% employer match about $288,214 at 4% or $192,143 at 6%; with 100% employer match about $216,160 at 4% or $144,107 at 6%.
2006113$4,977,029$210,577$16,198iApproximate average salary by contribution assumption: employee only about $404,956 at 4% or $269,971 at 6%; with 50% employer match about $269,971 at 4% or $179,980 at 6%; with 100% employer match about $202,478 at 4% or $134,985 at 6%.
Brandel-Stephens & Company Inc. Profit Sharing Plan & Trust-13$4,977,029$210,577$16,198iApproximate average salary by contribution assumption: employee only about $404,956 at 4% or $269,971 at 6%; with 50% employer match about $269,971 at 4% or $179,980 at 6%; with 100% employer match about $202,478 at 4% or $134,985 at 6%.
2005113$4,556,270$190,335$14,641iApproximate average salary by contribution assumption: employee only about $366,029 at 4% or $244,019 at 6%; with 50% employer match about $244,019 at 4% or $162,679 at 6%; with 100% employer match about $183,014 at 4% or $122,010 at 6%.
Brandel-Stephens & Company Inc. Profit Sharing Plan & Trust-13$4,556,270$190,335$14,641iApproximate average salary by contribution assumption: employee only about $366,029 at 4% or $244,019 at 6%; with 50% employer match about $244,019 at 4% or $162,679 at 6%; with 100% employer match about $183,014 at 4% or $122,010 at 6%.
2004113$4,060,961$156,151$12,012iApproximate average salary by contribution assumption: employee only about $300,290 at 4% or $200,194 at 6%; with 50% employer match about $200,194 at 4% or $133,462 at 6%; with 100% employer match about $150,145 at 4% or $100,097 at 6%.
Brandel-Stephens & Company Inc. Profit Sharing Plan & Trust-13$4,060,961$156,151$12,012iApproximate average salary by contribution assumption: employee only about $300,290 at 4% or $200,194 at 6%; with 50% employer match about $200,194 at 4% or $133,462 at 6%; with 100% employer match about $150,145 at 4% or $100,097 at 6%.
2003113$3,655,644$142,338$10,949iApproximate average salary by contribution assumption: employee only about $273,727 at 4% or $182,485 at 6%; with 50% employer match about $182,485 at 4% or $121,656 at 6%; with 100% employer match about $136,863 at 4% or $91,242 at 6%.
Brandel-Stephens & Company Inc. Profit Sharing Plan & Trust-13$3,655,644$142,338$10,949iApproximate average salary by contribution assumption: employee only about $273,727 at 4% or $182,485 at 6%; with 50% employer match about $182,485 at 4% or $121,656 at 6%; with 100% employer match about $136,863 at 4% or $91,242 at 6%.
2002114$3,087,358$179,764$12,840iApproximate average salary by contribution assumption: employee only about $321,007 at 4% or $214,005 at 6%; with 50% employer match about $214,005 at 4% or $142,670 at 6%; with 100% employer match about $160,504 at 4% or $107,002 at 6%.
Brandel-Stephens & Company Inc. Profit Sharing Plan & Trust-14$3,087,358$179,764$12,840iApproximate average salary by contribution assumption: employee only about $321,007 at 4% or $214,005 at 6%; with 50% employer match about $214,005 at 4% or $142,670 at 6%; with 100% employer match about $160,504 at 4% or $107,002 at 6%.
2001215$3,384,520$187,096$12,473iApproximate average salary by contribution assumption: employee only about $311,827 at 4% or $207,884 at 6%; with 50% employer match about $207,884 at 4% or $138,590 at 6%; with 100% employer match about $155,913 at 4% or $103,942 at 6%.
Brandel-Stephens & Company Inc. Profit Sharing Plan & Trust-15$3,384,520$143,245$9,550iApproximate average salary by contribution assumption: employee only about $238,742 at 4% or $159,161 at 6%; with 50% employer match about $159,161 at 4% or $106,107 at 6%; with 100% employer match about $119,371 at 4% or $79,581 at 6%.
Brandel-Stephens & Company Inc. Money Purchase Trust-15-$43,851$2,923iApproximate average salary by contribution assumption: employee only about $73,085 at 4% or $48,723 at 6%; with 50% employer match about $48,723 at 4% or $32,482 at 6%; with 100% employer match about $36,543 at 4% or $24,362 at 6%.
2000216$0$0-
Brandel-Stephens & Company Inc. Profit Sharing Plan & Trust-16---
Brandel-Stephens & Company Inc. Money Purchase Trust-16---
1999217$7,791,811$172,763$10,163iApproximate average salary by contribution assumption: employee only about $254,063 at 4% or $169,375 at 6%; with 50% employer match about $169,375 at 4% or $112,917 at 6%; with 100% employer match about $127,032 at 4% or $84,688 at 6%.
Brandel-Stephens & Company Inc. Profit Sharing Plan & Trust-15$7,346,933$132,938$8,863iApproximate average salary by contribution assumption: employee only about $221,563 at 4% or $147,709 at 6%; with 50% employer match about $147,709 at 4% or $98,473 at 6%; with 100% employer match about $110,782 at 4% or $73,854 at 6%.
Brandel-Stephens & Company Inc. Money Purchase Trust-17$444,878$39,825$2,343iApproximate average salary by contribution assumption: employee only about $58,566 at 4% or $39,044 at 6%; with 50% employer match about $39,044 at 4% or $26,029 at 6%; with 100% employer match about $29,283 at 4% or $19,522 at 6%.