Civic Intelligence

Brotemarkle, Davis & Co. LLP

Plan context: Brotemarkle, Davis & Co. LLP 401(K) Profit Sharing Plan

EIN 68-0219846 • Napa, CA • 10 filings • 1 plans

1000 Main St. Suite 250Napa, CA 94559
Current Snapshot

Latest Year

2025

2025 Participants

22

2025 Assets

$1,774,161

2025 Contributions

$91,118

Historical Graphs

Total Assets Over Time

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

$1,845,368$922,684$0201620212025YearValue
$1,774,161Latest year 2025

Participants Over Time

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

22110201620212025YearValue
22Latest year 2025

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
2025122$1,774,161$91,118$4,142iApproximate average salary by contribution assumption: employee only about $103,543 at 4% or $69,029 at 6%; with 50% employer match about $69,029 at 4% or $46,019 at 6%; with 100% employer match about $51,772 at 4% or $34,514 at 6%.
Brotemarkle, Davis & Co. LLP 401(K) Profit Sharing Plan-22$1,774,161$91,118$4,142iApproximate average salary by contribution assumption: employee only about $103,543 at 4% or $69,029 at 6%; with 50% employer match about $69,029 at 4% or $46,019 at 6%; with 100% employer match about $51,772 at 4% or $34,514 at 6%.
2024122$1,845,368$260,882$11,858iApproximate average salary by contribution assumption: employee only about $296,457 at 4% or $197,638 at 6%; with 50% employer match about $197,638 at 4% or $131,759 at 6%; with 100% employer match about $148,228 at 4% or $98,819 at 6%.
Brotemarkle, Davis & Co. LLP 401(K) Profit Sharing Plan-22$1,845,368$260,882$11,858iApproximate average salary by contribution assumption: employee only about $296,457 at 4% or $197,638 at 6%; with 50% employer match about $197,638 at 4% or $131,759 at 6%; with 100% employer match about $148,228 at 4% or $98,819 at 6%.
2023120$1,425,405$218,655$10,933iApproximate average salary by contribution assumption: employee only about $273,319 at 4% or $182,213 at 6%; with 50% employer match about $182,213 at 4% or $121,475 at 6%; with 100% employer match about $136,659 at 4% or $91,106 at 6%.
Brotemarkle, Davis & Co. LLP 401(K) Profit Sharing Plan-20$1,425,405$218,655$10,933iApproximate average salary by contribution assumption: employee only about $273,319 at 4% or $182,213 at 6%; with 50% employer match about $182,213 at 4% or $121,475 at 6%; with 100% employer match about $136,659 at 4% or $91,106 at 6%.
2022119$1,069,239$190,017$10,001iApproximate average salary by contribution assumption: employee only about $250,022 at 4% or $166,682 at 6%; with 50% employer match about $166,682 at 4% or $111,121 at 6%; with 100% employer match about $125,011 at 4% or $83,341 at 6%.
Brotemarkle, Davis & Co. LLP 401(K) Profit Sharing Plan-19$1,069,239$190,017$10,001iApproximate average salary by contribution assumption: employee only about $250,022 at 4% or $166,682 at 6%; with 50% employer match about $166,682 at 4% or $111,121 at 6%; with 100% employer match about $125,011 at 4% or $83,341 at 6%.
2021118$1,062,192$261,622$14,535iApproximate average salary by contribution assumption: employee only about $363,364 at 4% or $242,243 at 6%; with 50% employer match about $242,243 at 4% or $161,495 at 6%; with 100% employer match about $181,682 at 4% or $121,121 at 6%.
Brotemarkle, Davis & Co. LLP 401(K) Profit Sharing Plan-18$1,062,192$261,622$14,535iApproximate average salary by contribution assumption: employee only about $363,364 at 4% or $242,243 at 6%; with 50% employer match about $242,243 at 4% or $161,495 at 6%; with 100% employer match about $181,682 at 4% or $121,121 at 6%.
2020117$729,114$124,376$7,316iApproximate average salary by contribution assumption: employee only about $182,906 at 4% or $121,937 at 6%; with 50% employer match about $121,937 at 4% or $81,292 at 6%; with 100% employer match about $91,453 at 4% or $60,969 at 6%.
Brotemarkle, Davis & Co. LLP 401(K) Profit Sharing Plan-17$729,114$124,376$7,316iApproximate average salary by contribution assumption: employee only about $182,906 at 4% or $121,937 at 6%; with 50% employer match about $121,937 at 4% or $81,292 at 6%; with 100% employer match about $91,453 at 4% or $60,969 at 6%.
2019119$735,808$119,472$6,288iApproximate average salary by contribution assumption: employee only about $157,200 at 4% or $104,800 at 6%; with 50% employer match about $104,800 at 4% or $69,867 at 6%; with 100% employer match about $78,600 at 4% or $52,400 at 6%.
Brotemarkle, Davis & Co. LLP 401(K) Profit Sharing Plan-19$735,808$119,472$6,288iApproximate average salary by contribution assumption: employee only about $157,200 at 4% or $104,800 at 6%; with 50% employer match about $104,800 at 4% or $69,867 at 6%; with 100% employer match about $78,600 at 4% or $52,400 at 6%.
2018119$536,624$185,507$9,764iApproximate average salary by contribution assumption: employee only about $244,088 at 4% or $162,725 at 6%; with 50% employer match about $162,725 at 4% or $108,484 at 6%; with 100% employer match about $122,044 at 4% or $81,363 at 6%.
Brotemarkle, Davis & Co. LLP 401(K) Profit Sharing Plan-19$536,624$185,507$9,764iApproximate average salary by contribution assumption: employee only about $244,088 at 4% or $162,725 at 6%; with 50% employer match about $162,725 at 4% or $108,484 at 6%; with 100% employer match about $122,044 at 4% or $81,363 at 6%.
2017117$385,530$198,109$11,653iApproximate average salary by contribution assumption: employee only about $291,337 at 4% or $194,225 at 6%; with 50% employer match about $194,225 at 4% or $129,483 at 6%; with 100% employer match about $145,668 at 4% or $97,112 at 6%.
Brotemarkle, Davis & Co. LLP 401(K) Profit Sharing Plan-17$385,530$198,109$11,653iApproximate average salary by contribution assumption: employee only about $291,337 at 4% or $194,225 at 6%; with 50% employer match about $194,225 at 4% or $129,483 at 6%; with 100% employer match about $145,668 at 4% or $97,112 at 6%.
2016112$155,430$148,135$12,345iApproximate average salary by contribution assumption: employee only about $308,615 at 4% or $205,743 at 6%; with 50% employer match about $205,743 at 4% or $137,162 at 6%; with 100% employer match about $154,307 at 4% or $102,872 at 6%.
Brotemarkle, Davis & Co. LLP 401(K) Profit Sharing Plan-12$155,430$148,135$12,345iApproximate average salary by contribution assumption: employee only about $308,615 at 4% or $205,743 at 6%; with 50% employer match about $205,743 at 4% or $137,162 at 6%; with 100% employer match about $154,307 at 4% or $102,872 at 6%.