Mabry Brothers, Inc.
Plan context: Mabry Brothers Inc. 401(K) Profit Sharing Plan and Trust
EIN 65-0623138 • Fort Myers, FL • 25 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
37
2025 Assets
$2,962,461
2025 Contributions
$323,676
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 37 | $2,962,461 | $323,676 | $8,748iApproximate average salary by contribution assumption: employee only about $218,700 at 4% or $145,800 at 6%; with 50% employer match about $145,800 at 4% or $97,200 at 6%; with 100% employer match about $109,350 at 4% or $72,900 at 6%. |
| Mabry Brothers Inc. 401(K) Profit Sharing Plan and Trust | - | 37 | $2,962,461 | $323,676 | $8,748iApproximate average salary by contribution assumption: employee only about $218,700 at 4% or $145,800 at 6%; with 50% employer match about $145,800 at 4% or $97,200 at 6%; with 100% employer match about $109,350 at 4% or $72,900 at 6%. |
| 2024 | 1 | 36 | $3,018,602 | $309,069 | $8,585iApproximate average salary by contribution assumption: employee only about $214,631 at 4% or $143,088 at 6%; with 50% employer match about $143,088 at 4% or $95,392 at 6%; with 100% employer match about $107,316 at 4% or $71,544 at 6%. |
| Mabry Brothers Inc. 401(K) Profit Sharing Plan and Trust | - | 36 | $3,018,602 | $309,069 | $8,585iApproximate average salary by contribution assumption: employee only about $214,631 at 4% or $143,088 at 6%; with 50% employer match about $143,088 at 4% or $95,392 at 6%; with 100% employer match about $107,316 at 4% or $71,544 at 6%. |
| 2023 | 1 | 35 | $2,401,508 | $278,229 | $7,949iApproximate average salary by contribution assumption: employee only about $198,735 at 4% or $132,490 at 6%; with 50% employer match about $132,490 at 4% or $88,327 at 6%; with 100% employer match about $99,368 at 4% or $66,245 at 6%. |
| Mabry Brothers Inc. 401(K) Profit Sharing Plan and Trust | - | 35 | $2,401,508 | $278,229 | $7,949iApproximate average salary by contribution assumption: employee only about $198,735 at 4% or $132,490 at 6%; with 50% employer match about $132,490 at 4% or $88,327 at 6%; with 100% employer match about $99,368 at 4% or $66,245 at 6%. |
| 2022 | 1 | 35 | $1,796,036 | $234,141 | $6,690iApproximate average salary by contribution assumption: employee only about $167,244 at 4% or $111,496 at 6%; with 50% employer match about $111,496 at 4% or $74,330 at 6%; with 100% employer match about $83,622 at 4% or $55,748 at 6%. |
| Mabry Brothers Inc. 401(K) Profit Sharing Plan and Trust | - | 35 | $1,796,036 | $234,141 | $6,690iApproximate average salary by contribution assumption: employee only about $167,244 at 4% or $111,496 at 6%; with 50% employer match about $111,496 at 4% or $74,330 at 6%; with 100% employer match about $83,622 at 4% or $55,748 at 6%. |
| 2021 | 1 | 23 | $1,965,704 | $206,581 | $8,982iApproximate average salary by contribution assumption: employee only about $224,545 at 4% or $149,696 at 6%; with 50% employer match about $149,696 at 4% or $99,798 at 6%; with 100% employer match about $112,272 at 4% or $74,848 at 6%. |
| Mabry Brothers Inc. 401(K) Profit Sharing Plan and Trust | - | 23 | $1,965,704 | $206,581 | $8,982iApproximate average salary by contribution assumption: employee only about $224,545 at 4% or $149,696 at 6%; with 50% employer match about $149,696 at 4% or $99,798 at 6%; with 100% employer match about $112,272 at 4% or $74,848 at 6%. |
| 2020 | 1 | 28 | $1,583,481 | $96,269 | $3,438iApproximate average salary by contribution assumption: employee only about $85,954 at 4% or $57,303 at 6%; with 50% employer match about $57,303 at 4% or $38,202 at 6%; with 100% employer match about $42,977 at 4% or $28,651 at 6%. |
| Mabry Brothers Inc. 401(K) Profit Sharing Plan and Trust | - | 28 | $1,583,481 | $96,269 | $3,438iApproximate average salary by contribution assumption: employee only about $85,954 at 4% or $57,303 at 6%; with 50% employer match about $57,303 at 4% or $38,202 at 6%; with 100% employer match about $42,977 at 4% or $28,651 at 6%. |
| 2019 | 1 | 43 | $1,352,693 | $88,982 | $2,069iApproximate average salary by contribution assumption: employee only about $51,734 at 4% or $34,489 at 6%; with 50% employer match about $34,489 at 4% or $22,993 at 6%; with 100% employer match about $25,867 at 4% or $17,245 at 6%. |
| Mabry Brothers Inc. 401(K) Profit Sharing Plan and Trust | - | 43 | $1,352,693 | $88,982 | $2,069iApproximate average salary by contribution assumption: employee only about $51,734 at 4% or $34,489 at 6%; with 50% employer match about $34,489 at 4% or $22,993 at 6%; with 100% employer match about $25,867 at 4% or $17,245 at 6%. |
| 2018 | 1 | 46 | $1,007,607 | $88,731 | $1,929iApproximate average salary by contribution assumption: employee only about $48,223 at 4% or $32,149 at 6%; with 50% employer match about $32,149 at 4% or $21,433 at 6%; with 100% employer match about $24,112 at 4% or $16,074 at 6%. |
| Mabry Brothers Inc. 401(K) Profit Sharing Plan and Trust | - | 46 | $1,007,607 | $88,731 | $1,929iApproximate average salary by contribution assumption: employee only about $48,223 at 4% or $32,149 at 6%; with 50% employer match about $32,149 at 4% or $21,433 at 6%; with 100% employer match about $24,112 at 4% or $16,074 at 6%. |
| 2017 | 1 | 28 | $1,021,102 | $71,017 | $2,536iApproximate average salary by contribution assumption: employee only about $63,408 at 4% or $42,272 at 6%; with 50% employer match about $42,272 at 4% or $28,181 at 6%; with 100% employer match about $31,704 at 4% or $21,136 at 6%. |
| Mabry Brothers Inc. 401(K) Profit Sharing Plan and Trust | - | 28 | $1,021,102 | $71,017 | $2,536iApproximate average salary by contribution assumption: employee only about $63,408 at 4% or $42,272 at 6%; with 50% employer match about $42,272 at 4% or $28,181 at 6%; with 100% employer match about $31,704 at 4% or $21,136 at 6%. |
| 2016 | 1 | 16 | $812,573 | $55,556 | $3,472iApproximate average salary by contribution assumption: employee only about $86,806 at 4% or $57,871 at 6%; with 50% employer match about $57,871 at 4% or $38,581 at 6%; with 100% employer match about $43,403 at 4% or $28,935 at 6%. |
| Mabry Brothers Inc. 401(K) Profit Sharing Plan and Trust | - | 16 | $812,573 | $55,556 | $3,472iApproximate average salary by contribution assumption: employee only about $86,806 at 4% or $57,871 at 6%; with 50% employer match about $57,871 at 4% or $38,581 at 6%; with 100% employer match about $43,403 at 4% or $28,935 at 6%. |
| 2015 | 1 | 16 | $715,447 | $58,615 | $3,663iApproximate average salary by contribution assumption: employee only about $91,586 at 4% or $61,057 at 6%; with 50% employer match about $61,057 at 4% or $40,705 at 6%; with 100% employer match about $45,793 at 4% or $30,529 at 6%. |
| Mabry Brothers Inc. 401(K) Profit Sharing Plan and Trust | - | 16 | $715,447 | $58,615 | $3,663iApproximate average salary by contribution assumption: employee only about $91,586 at 4% or $61,057 at 6%; with 50% employer match about $61,057 at 4% or $40,705 at 6%; with 100% employer match about $45,793 at 4% or $30,529 at 6%. |
| 2014 | 1 | 15 | $672,273 | $36,662 | $2,444iApproximate average salary by contribution assumption: employee only about $61,103 at 4% or $40,736 at 6%; with 50% employer match about $40,736 at 4% or $27,157 at 6%; with 100% employer match about $30,552 at 4% or $20,368 at 6%. |
| Mabry Brothers Inc. 401(K) Profit Sharing Plan and Trust | - | 15 | $672,273 | $36,662 | $2,444iApproximate average salary by contribution assumption: employee only about $61,103 at 4% or $40,736 at 6%; with 50% employer match about $40,736 at 4% or $27,157 at 6%; with 100% employer match about $30,552 at 4% or $20,368 at 6%. |
| 2013 | 1 | 13 | $644,331 | $31,089 | $2,391iApproximate average salary by contribution assumption: employee only about $59,787 at 4% or $39,858 at 6%; with 50% employer match about $39,858 at 4% or $26,572 at 6%; with 100% employer match about $29,893 at 4% or $19,929 at 6%. |
| Mabry Brothers Inc. 401(K) Profit Sharing Plan and Trust | - | 13 | $644,331 | $31,089 | $2,391iApproximate average salary by contribution assumption: employee only about $59,787 at 4% or $39,858 at 6%; with 50% employer match about $39,858 at 4% or $26,572 at 6%; with 100% employer match about $29,893 at 4% or $19,929 at 6%. |
| 2012 | 1 | 14 | $536,216 | $30,225 | $2,159iApproximate average salary by contribution assumption: employee only about $53,973 at 4% or $35,982 at 6%; with 50% employer match about $35,982 at 4% or $23,988 at 6%; with 100% employer match about $26,987 at 4% or $17,991 at 6%. |
| Mabry Brothers Inc. 401(K) Profit Sharing Plan and Trust | - | 14 | $536,216 | $30,225 | $2,159iApproximate average salary by contribution assumption: employee only about $53,973 at 4% or $35,982 at 6%; with 50% employer match about $35,982 at 4% or $23,988 at 6%; with 100% employer match about $26,987 at 4% or $17,991 at 6%. |
| 2011 | 1 | 29 | $504,887 | $31,557 | $1,088iApproximate average salary by contribution assumption: employee only about $27,204 at 4% or $18,136 at 6%; with 50% employer match about $18,136 at 4% or $12,091 at 6%; with 100% employer match about $13,602 at 4% or $9,068 at 6%. |
| Mabry Brothers Inc. 401(K) Profit Sharing Plan and Trust | - | 29 | $504,887 | $31,557 | $1,088iApproximate average salary by contribution assumption: employee only about $27,204 at 4% or $18,136 at 6%; with 50% employer match about $18,136 at 4% or $12,091 at 6%; with 100% employer match about $13,602 at 4% or $9,068 at 6%. |
| 2010 | 1 | 33 | $529,911 | $31,057 | $941iApproximate average salary by contribution assumption: employee only about $23,528 at 4% or $15,685 at 6%; with 50% employer match about $15,685 at 4% or $10,457 at 6%; with 100% employer match about $11,764 at 4% or $7,843 at 6%. |
| Mabry Brothers Inc. 401(K) Profit Sharing Plan and Trust | - | 33 | $529,911 | $31,057 | $941iApproximate average salary by contribution assumption: employee only about $23,528 at 4% or $15,685 at 6%; with 50% employer match about $15,685 at 4% or $10,457 at 6%; with 100% employer match about $11,764 at 4% or $7,843 at 6%. |
| 2009 | 1 | 46 | $514,580 | $86,798 | $1,887iApproximate average salary by contribution assumption: employee only about $47,173 at 4% or $31,449 at 6%; with 50% employer match about $31,449 at 4% or $20,966 at 6%; with 100% employer match about $23,586 at 4% or $15,724 at 6%. |
| Mabry Brothers Inc. 401(K) Profit Sharing Plan and Trust | - | 46 | $514,580 | $86,798 | $1,887iApproximate average salary by contribution assumption: employee only about $47,173 at 4% or $31,449 at 6%; with 50% employer match about $31,449 at 4% or $20,966 at 6%; with 100% employer match about $23,586 at 4% or $15,724 at 6%. |
| 2008 | 1 | 46 | $514,580 | $86,798 | $1,887iApproximate average salary by contribution assumption: employee only about $47,173 at 4% or $31,449 at 6%; with 50% employer match about $31,449 at 4% or $20,966 at 6%; with 100% employer match about $23,586 at 4% or $15,724 at 6%. |
| Mabry Brothers Inc. 401(K) Profit Sharing Plan and Trust | - | 46 | $514,580 | $86,798 | $1,887iApproximate average salary by contribution assumption: employee only about $47,173 at 4% or $31,449 at 6%; with 50% employer match about $31,449 at 4% or $20,966 at 6%; with 100% employer match about $23,586 at 4% or $15,724 at 6%. |
| 2007 | 1 | 46 | $719,019 | $100,979 | $2,195iApproximate average salary by contribution assumption: employee only about $54,880 at 4% or $36,587 at 6%; with 50% employer match about $36,587 at 4% or $24,391 at 6%; with 100% employer match about $27,440 at 4% or $18,293 at 6%. |
| Mabry Brothers Inc. 401(K) Profit Sharing Plan and Trust | - | 46 | $719,019 | $100,979 | $2,195iApproximate average salary by contribution assumption: employee only about $54,880 at 4% or $36,587 at 6%; with 50% employer match about $36,587 at 4% or $24,391 at 6%; with 100% employer match about $27,440 at 4% or $18,293 at 6%. |
| 2006 | 1 | 37 | $621,909 | $109,960 | $2,972iApproximate average salary by contribution assumption: employee only about $74,297 at 4% or $49,532 at 6%; with 50% employer match about $49,532 at 4% or $33,021 at 6%; with 100% employer match about $37,149 at 4% or $24,766 at 6%. |
| Mabry Brothers Inc. 401(K) Profit Sharing Plan and Trust | - | 37 | $621,909 | $109,960 | $2,972iApproximate average salary by contribution assumption: employee only about $74,297 at 4% or $49,532 at 6%; with 50% employer match about $49,532 at 4% or $33,021 at 6%; with 100% employer match about $37,149 at 4% or $24,766 at 6%. |
| 2005 | 1 | 46 | $473,477 | $84,492 | $1,837iApproximate average salary by contribution assumption: employee only about $45,920 at 4% or $30,613 at 6%; with 50% employer match about $30,613 at 4% or $20,409 at 6%; with 100% employer match about $22,960 at 4% or $15,307 at 6%. |
| Mabry Brothers Inc. 401(K) Profit Sharing Plan and Trust | - | 46 | $473,477 | $84,492 | $1,837iApproximate average salary by contribution assumption: employee only about $45,920 at 4% or $30,613 at 6%; with 50% employer match about $30,613 at 4% or $20,409 at 6%; with 100% employer match about $22,960 at 4% or $15,307 at 6%. |
| 2004 | 1 | 38 | $381,755 | $58,057 | $1,528iApproximate average salary by contribution assumption: employee only about $38,195 at 4% or $25,464 at 6%; with 50% employer match about $25,464 at 4% or $16,976 at 6%; with 100% employer match about $19,098 at 4% or $12,732 at 6%. |
| Mabry Brothers Inc. 401(K) Profit Sharing Plan and Trust | - | 38 | $381,755 | $58,057 | $1,528iApproximate average salary by contribution assumption: employee only about $38,195 at 4% or $25,464 at 6%; with 50% employer match about $25,464 at 4% or $16,976 at 6%; with 100% employer match about $19,098 at 4% or $12,732 at 6%. |
| 2003 | 1 | 29 | $328,933 | $94,943 | $3,274iApproximate average salary by contribution assumption: employee only about $81,847 at 4% or $54,565 at 6%; with 50% employer match about $54,565 at 4% or $36,377 at 6%; with 100% employer match about $40,924 at 4% or $27,282 at 6%. |
| Mabry Brothers Inc. 401(K) Profit Sharing Plan and Trust | - | 29 | $328,933 | $94,943 | $3,274iApproximate average salary by contribution assumption: employee only about $81,847 at 4% or $54,565 at 6%; with 50% employer match about $54,565 at 4% or $36,377 at 6%; with 100% employer match about $40,924 at 4% or $27,282 at 6%. |
| 2002 | 1 | 46 | $204,389 | $136,399 | $2,965iApproximate average salary by contribution assumption: employee only about $74,130 at 4% or $49,420 at 6%; with 50% employer match about $49,420 at 4% or $32,947 at 6%; with 100% employer match about $37,065 at 4% or $24,710 at 6%. |
| Mabry Brothers Inc. 401(K) Profit Sharing Plan and Trust | - | 46 | $204,389 | $136,399 | $2,965iApproximate average salary by contribution assumption: employee only about $74,130 at 4% or $49,420 at 6%; with 50% employer match about $49,420 at 4% or $32,947 at 6%; with 100% employer match about $37,065 at 4% or $24,710 at 6%. |
| 2001 | 1 | 0 | $108,741 | $107,224 | - |
| Mabry Brothers Inc. 401(K) Profit Sharing Plan and Trust | - | 0 | $108,741 | $107,224 | - |