Civic Intelligence

Tro Jung Brannen Inc

Plan context: Tro Jung Brannen 401(K) Profit Sharing Plan & Trust

EIN 63-0791838 • Birmingham, AL • 9 filings • 3 plans

2200 Lakeshore Drive, Suite 200Birmingham, AL 35209
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$2,034,106

2024 Contributions

$130,696

Historical Graphs

Total Assets Over Time

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

$2,034,106$1,017,053$0201620202024YearValue
$2,034,106Latest year 2024

Participants Over Time

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

23120201620202024YearValue
16Latest 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
2024116$2,034,106$130,696$8,169iApproximate average salary by contribution assumption: employee only about $204,213 at 4% or $136,142 at 6%; with 50% employer match about $136,142 at 4% or $90,761 at 6%; with 100% employer match about $102,106 at 4% or $68,071 at 6%.
Tro Jung Brannen 401(K) Profit Sharing Plan & Trust-16$2,034,106$130,696$8,169iApproximate average salary by contribution assumption: employee only about $204,213 at 4% or $136,142 at 6%; with 50% employer match about $136,142 at 4% or $90,761 at 6%; with 100% employer match about $102,106 at 4% or $68,071 at 6%.
2023120$1,801,844$160,150$8,008iApproximate average salary by contribution assumption: employee only about $200,188 at 4% or $133,458 at 6%; with 50% employer match about $133,458 at 4% or $88,972 at 6%; with 100% employer match about $100,094 at 4% or $66,729 at 6%.
Tro Jung Brannen 401(K) Profit Sharing Plan & Trust-20$1,801,844$160,150$8,008iApproximate average salary by contribution assumption: employee only about $200,188 at 4% or $133,458 at 6%; with 50% employer match about $133,458 at 4% or $88,972 at 6%; with 100% employer match about $100,094 at 4% or $66,729 at 6%.
2022123$1,608,086$140,344$6,102iApproximate average salary by contribution assumption: employee only about $152,548 at 4% or $101,699 at 6%; with 50% employer match about $101,699 at 4% or $67,799 at 6%; with 100% employer match about $76,274 at 4% or $50,849 at 6%.
Tro Jung Brannen 401(K) Profit Sharing Plan & Trust-23$1,608,086$140,344$6,102iApproximate average salary by contribution assumption: employee only about $152,548 at 4% or $101,699 at 6%; with 50% employer match about $101,699 at 4% or $67,799 at 6%; with 100% employer match about $76,274 at 4% or $50,849 at 6%.
2021121$1,725,090$259,497$12,357iApproximate average salary by contribution assumption: employee only about $308,925 at 4% or $205,950 at 6%; with 50% employer match about $205,950 at 4% or $137,300 at 6%; with 100% employer match about $154,463 at 4% or $102,975 at 6%.
Tro Jung Brannen 401(K) Profit Sharing Plan & Trust-21$1,725,090$259,497$12,357iApproximate average salary by contribution assumption: employee only about $308,925 at 4% or $205,950 at 6%; with 50% employer match about $205,950 at 4% or $137,300 at 6%; with 100% employer match about $154,463 at 4% or $102,975 at 6%.
2020119$1,331,030$119,526$6,291iApproximate average salary by contribution assumption: employee only about $157,271 at 4% or $104,847 at 6%; with 50% employer match about $104,847 at 4% or $69,898 at 6%; with 100% employer match about $78,636 at 4% or $52,424 at 6%.
Tro Jung Brannen 401(K) Profit Sharing Plan & Trust-19$1,331,030$119,526$6,291iApproximate average salary by contribution assumption: employee only about $157,271 at 4% or $104,847 at 6%; with 50% employer match about $104,847 at 4% or $69,898 at 6%; with 100% employer match about $78,636 at 4% or $52,424 at 6%.
2019118$1,200,427$81,386$4,521iApproximate average salary by contribution assumption: employee only about $113,036 at 4% or $75,357 at 6%; with 50% employer match about $75,357 at 4% or $50,238 at 6%; with 100% employer match about $56,518 at 4% or $37,679 at 6%.
Tro Jung Brannen 401(K) Profit Sharing Plan & Trust-18$1,200,427$81,386$4,521iApproximate average salary by contribution assumption: employee only about $113,036 at 4% or $75,357 at 6%; with 50% employer match about $75,357 at 4% or $50,238 at 6%; with 100% employer match about $56,518 at 4% or $37,679 at 6%.
2018120$1,146,090$89,996$4,500iApproximate average salary by contribution assumption: employee only about $112,495 at 4% or $74,997 at 6%; with 50% employer match about $74,997 at 4% or $49,998 at 6%; with 100% employer match about $56,248 at 4% or $37,498 at 6%.
Tro Jung Brannen 401(K) Profit Sharing Plan & Trust-20$1,146,090$89,996$4,500iApproximate average salary by contribution assumption: employee only about $112,495 at 4% or $74,997 at 6%; with 50% employer match about $74,997 at 4% or $49,998 at 6%; with 100% employer match about $56,248 at 4% or $37,498 at 6%.
2017118$1,115,856$108,852$6,047iApproximate average salary by contribution assumption: employee only about $151,183 at 4% or $100,789 at 6%; with 50% employer match about $100,789 at 4% or $67,193 at 6%; with 100% employer match about $75,592 at 4% or $50,394 at 6%.
Tro Jung Brannen 401(K) Profit Sharing Plan & Trust-18$1,115,856$108,852$6,047iApproximate average salary by contribution assumption: employee only about $151,183 at 4% or $100,789 at 6%; with 50% employer match about $100,789 at 4% or $67,193 at 6%; with 100% employer match about $75,592 at 4% or $50,394 at 6%.
2016116$937,893$76,433$4,777iApproximate average salary by contribution assumption: employee only about $119,427 at 4% or $79,618 at 6%; with 50% employer match about $79,618 at 4% or $53,078 at 6%; with 100% employer match about $59,713 at 4% or $39,809 at 6%.
Tro Jung Brannen 401(K) Profit Sharing Plan & Trust-16$937,893$76,433$4,777iApproximate average salary by contribution assumption: employee only about $119,427 at 4% or $79,618 at 6%; with 50% employer match about $79,618 at 4% or $53,078 at 6%; with 100% employer match about $59,713 at 4% or $39,809 at 6%.