Civic Intelligence

Brogan Financial Inc.

Plan context: Brogan Financial Inc. 401(K) Plan

EIN 62-1859666 • Knoxville, TN • 16 filings • 1 plans

2160 Lakeside Centre Way, Suite 102Knoxville, TN 37922
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$2,666,013

2024 Contributions

$227,172

Historical Graphs

Total Assets Over Time

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

$2,666,013$1,333,007$0200920172024YearValue
$2,666,013Latest year 2024

Participants Over Time

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

1680200920162024YearValue
12Latest 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
2024112$2,666,013$227,172$18,931iApproximate average salary by contribution assumption: employee only about $473,275 at 4% or $315,517 at 6%; with 50% employer match about $315,517 at 4% or $210,344 at 6%; with 100% employer match about $236,638 at 4% or $157,758 at 6%.
Brogan Financial Inc. 401(K) Plan-12$2,666,013$227,172$18,931iApproximate average salary by contribution assumption: employee only about $473,275 at 4% or $315,517 at 6%; with 50% employer match about $315,517 at 4% or $210,344 at 6%; with 100% employer match about $236,638 at 4% or $157,758 at 6%.
202310$2,176,055$214,909-
Brogan Financial Inc. 401(K) Plan-0$2,176,055$214,909-
2022116$1,654,815$194,184$12,137iApproximate average salary by contribution assumption: employee only about $303,413 at 4% or $202,275 at 6%; with 50% employer match about $202,275 at 4% or $134,850 at 6%; with 100% employer match about $151,706 at 4% or $101,138 at 6%.
Brogan Financial Inc. 401(K) Plan-16$1,654,815$194,184$12,137iApproximate average salary by contribution assumption: employee only about $303,413 at 4% or $202,275 at 6%; with 50% employer match about $202,275 at 4% or $134,850 at 6%; with 100% employer match about $151,706 at 4% or $101,138 at 6%.
2021114$1,709,403$177,093$12,650iApproximate average salary by contribution assumption: employee only about $316,238 at 4% or $210,825 at 6%; with 50% employer match about $210,825 at 4% or $140,550 at 6%; with 100% employer match about $158,119 at 4% or $105,413 at 6%.
Brogan Financial Inc. 401(K) Plan-14$1,709,403$177,093$12,650iApproximate average salary by contribution assumption: employee only about $316,238 at 4% or $210,825 at 6%; with 50% employer match about $210,825 at 4% or $140,550 at 6%; with 100% employer match about $158,119 at 4% or $105,413 at 6%.
2020113$1,303,630$166,841$12,834iApproximate average salary by contribution assumption: employee only about $320,848 at 4% or $213,899 at 6%; with 50% employer match about $213,899 at 4% or $142,599 at 6%; with 100% employer match about $160,424 at 4% or $106,949 at 6%.
Brogan Financial Inc. 401(K) Plan-13$1,303,630$166,841$12,834iApproximate average salary by contribution assumption: employee only about $320,848 at 4% or $213,899 at 6%; with 50% employer match about $213,899 at 4% or $142,599 at 6%; with 100% employer match about $160,424 at 4% or $106,949 at 6%.
2019112$1,018,425$113,092$9,424iApproximate average salary by contribution assumption: employee only about $235,608 at 4% or $157,072 at 6%; with 50% employer match about $157,072 at 4% or $104,715 at 6%; with 100% employer match about $117,804 at 4% or $78,536 at 6%.
Brogan Financial Inc. 401(K) Plan-12$1,018,425$113,092$9,424iApproximate average salary by contribution assumption: employee only about $235,608 at 4% or $157,072 at 6%; with 50% employer match about $157,072 at 4% or $104,715 at 6%; with 100% employer match about $117,804 at 4% or $78,536 at 6%.
2018111$724,666$92,816$8,438iApproximate average salary by contribution assumption: employee only about $210,945 at 4% or $140,630 at 6%; with 50% employer match about $140,630 at 4% or $93,754 at 6%; with 100% employer match about $105,473 at 4% or $70,315 at 6%.
Brogan Financial Inc. 401(K) Plan-11$724,666$92,816$8,438iApproximate average salary by contribution assumption: employee only about $210,945 at 4% or $140,630 at 6%; with 50% employer match about $140,630 at 4% or $93,754 at 6%; with 100% employer match about $105,473 at 4% or $70,315 at 6%.
201718$672,617$87,442$10,930iApproximate average salary by contribution assumption: employee only about $273,256 at 4% or $182,171 at 6%; with 50% employer match about $182,171 at 4% or $121,447 at 6%; with 100% employer match about $136,628 at 4% or $91,085 at 6%.
Brogan Financial Inc. 401(K) Plan-8$672,617$87,442$10,930iApproximate average salary by contribution assumption: employee only about $273,256 at 4% or $182,171 at 6%; with 50% employer match about $182,171 at 4% or $121,447 at 6%; with 100% employer match about $136,628 at 4% or $91,085 at 6%.
2016111$561,795$84,685$7,699iApproximate average salary by contribution assumption: employee only about $192,466 at 4% or $128,311 at 6%; with 50% employer match about $128,311 at 4% or $85,540 at 6%; with 100% employer match about $96,233 at 4% or $64,155 at 6%.
Brogan Financial Inc. 401(K) Plan-11$561,795$84,685$7,699iApproximate average salary by contribution assumption: employee only about $192,466 at 4% or $128,311 at 6%; with 50% employer match about $128,311 at 4% or $85,540 at 6%; with 100% employer match about $96,233 at 4% or $64,155 at 6%.
2015112$450,686$83,657$6,971iApproximate average salary by contribution assumption: employee only about $174,285 at 4% or $116,190 at 6%; with 50% employer match about $116,190 at 4% or $77,460 at 6%; with 100% employer match about $87,143 at 4% or $58,095 at 6%.
Brogan Financial Inc. 401(K) Plan-12$450,686$83,657$6,971iApproximate average salary by contribution assumption: employee only about $174,285 at 4% or $116,190 at 6%; with 50% employer match about $116,190 at 4% or $77,460 at 6%; with 100% employer match about $87,143 at 4% or $58,095 at 6%.
2014110$366,657$77,282$7,728iApproximate average salary by contribution assumption: employee only about $193,205 at 4% or $128,803 at 6%; with 50% employer match about $128,803 at 4% or $85,869 at 6%; with 100% employer match about $96,603 at 4% or $64,402 at 6%.
Brogan Financial Inc. 401(K) Plan-10$366,657$77,282$7,728iApproximate average salary by contribution assumption: employee only about $193,205 at 4% or $128,803 at 6%; with 50% employer match about $128,803 at 4% or $85,869 at 6%; with 100% employer match about $96,603 at 4% or $64,402 at 6%.
201319$301,927$95,939$10,660iApproximate average salary by contribution assumption: employee only about $266,497 at 4% or $177,665 at 6%; with 50% employer match about $177,665 at 4% or $118,443 at 6%; with 100% employer match about $133,249 at 4% or $88,832 at 6%.
Brogan Financial Inc. 401(K) Plan-9$301,927$95,939$10,660iApproximate average salary by contribution assumption: employee only about $266,497 at 4% or $177,665 at 6%; with 50% employer match about $177,665 at 4% or $118,443 at 6%; with 100% employer match about $133,249 at 4% or $88,832 at 6%.
201216$189,301$78,680$13,113iApproximate average salary by contribution assumption: employee only about $327,833 at 4% or $218,556 at 6%; with 50% employer match about $218,556 at 4% or $145,704 at 6%; with 100% employer match about $163,917 at 4% or $109,278 at 6%.
Brogan Financial Inc. 401(K) Plan-6$189,301$78,680$13,113iApproximate average salary by contribution assumption: employee only about $327,833 at 4% or $218,556 at 6%; with 50% employer match about $218,556 at 4% or $145,704 at 6%; with 100% employer match about $163,917 at 4% or $109,278 at 6%.
201115$110,807$49,887$9,977iApproximate average salary by contribution assumption: employee only about $249,435 at 4% or $166,290 at 6%; with 50% employer match about $166,290 at 4% or $110,860 at 6%; with 100% employer match about $124,718 at 4% or $83,145 at 6%.
Brogan Financial Inc. 401(K) Plan-5$110,807$49,887$9,977iApproximate average salary by contribution assumption: employee only about $249,435 at 4% or $166,290 at 6%; with 50% employer match about $166,290 at 4% or $110,860 at 6%; with 100% employer match about $124,718 at 4% or $83,145 at 6%.
201016$61,971$41,390$6,898iApproximate average salary by contribution assumption: employee only about $172,458 at 4% or $114,972 at 6%; with 50% employer match about $114,972 at 4% or $76,648 at 6%; with 100% employer match about $86,229 at 4% or $57,486 at 6%.
Brogan Financial Inc. 401(K) Plan-6$61,971$41,390$6,898iApproximate average salary by contribution assumption: employee only about $172,458 at 4% or $114,972 at 6%; with 50% employer match about $114,972 at 4% or $76,648 at 6%; with 100% employer match about $86,229 at 4% or $57,486 at 6%.
200914$20,547$20,543$5,136iApproximate average salary by contribution assumption: employee only about $128,394 at 4% or $85,596 at 6%; with 50% employer match about $85,596 at 4% or $57,064 at 6%; with 100% employer match about $64,197 at 4% or $42,798 at 6%.
Brogan Financial Inc. 401(K) Plan-4$20,547$20,543$5,136iApproximate average salary by contribution assumption: employee only about $128,394 at 4% or $85,596 at 6%; with 50% employer match about $85,596 at 4% or $57,064 at 6%; with 100% employer match about $64,197 at 4% or $42,798 at 6%.