Civic Intelligence

J. E. Brown & Associates Inc.

Plan context: J. E. Brown & Associates Inc. 401K Plan & Trust

EIN 68-0234405 • Walnut Creek, CA • 22 filings • 4 plans

303 Lennon Lane 2nd FloorWalnut Creek, CA 94598
Current Snapshot

Latest Year

2020

2020 Participants

33

2020 Assets

$3,516,062

2020 Contributions

$146,851

Historical Graphs

Total Assets Over Time

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

$3,516,062$1,758,031$0199920102019YearValue
$3,516,062Latest year 2019

Participants Over Time

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

33170199920092019YearValue
33Latest year 2019

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
202010$0$0-
J. E. Brown & Associates Inc. 401K Plan & Trust-0$0$0-
2019133$3,516,062$146,851$4,450iApproximate average salary by contribution assumption: employee only about $111,251 at 4% or $74,167 at 6%; with 50% employer match about $74,167 at 4% or $49,445 at 6%; with 100% employer match about $55,625 at 4% or $37,084 at 6%.
J. E. Brown & Associates Inc. 401K Plan & Trust-33$3,516,062$146,851$4,450iApproximate average salary by contribution assumption: employee only about $111,251 at 4% or $74,167 at 6%; with 50% employer match about $74,167 at 4% or $49,445 at 6%; with 100% employer match about $55,625 at 4% or $37,084 at 6%.
2018132$3,235,082$296,361$9,261iApproximate average salary by contribution assumption: employee only about $231,532 at 4% or $154,355 at 6%; with 50% employer match about $154,355 at 4% or $102,903 at 6%; with 100% employer match about $115,766 at 4% or $77,177 at 6%.
J. E. Brown & Associates Inc. 401K Plan & Trust-32$3,235,082$296,361$9,261iApproximate average salary by contribution assumption: employee only about $231,532 at 4% or $154,355 at 6%; with 50% employer match about $154,355 at 4% or $102,903 at 6%; with 100% employer match about $115,766 at 4% or $77,177 at 6%.
2017131$3,207,142$168,744$5,443iApproximate average salary by contribution assumption: employee only about $136,084 at 4% or $90,723 at 6%; with 50% employer match about $90,723 at 4% or $60,482 at 6%; with 100% employer match about $68,042 at 4% or $45,361 at 6%.
J. E. Brown & Associates Inc. 401K Plan & Trust-31$3,207,142$168,744$5,443iApproximate average salary by contribution assumption: employee only about $136,084 at 4% or $90,723 at 6%; with 50% employer match about $90,723 at 4% or $60,482 at 6%; with 100% employer match about $68,042 at 4% or $45,361 at 6%.
2016126$3,301,253$141,714$5,451iApproximate average salary by contribution assumption: employee only about $136,263 at 4% or $90,842 at 6%; with 50% employer match about $90,842 at 4% or $60,562 at 6%; with 100% employer match about $68,132 at 4% or $45,421 at 6%.
J. E. Brown & Associates Inc. 401K Plan & Trust-26$3,301,253$141,714$5,451iApproximate average salary by contribution assumption: employee only about $136,263 at 4% or $90,842 at 6%; with 50% employer match about $90,842 at 4% or $60,562 at 6%; with 100% employer match about $68,132 at 4% or $45,421 at 6%.
2015123$2,970,139$136,612$5,940iApproximate average salary by contribution assumption: employee only about $148,491 at 4% or $98,994 at 6%; with 50% employer match about $98,994 at 4% or $65,996 at 6%; with 100% employer match about $74,246 at 4% or $49,497 at 6%.
J. E. Brown & Associates Inc. 401K Plan & Trust-23$2,970,139$136,612$5,940iApproximate average salary by contribution assumption: employee only about $148,491 at 4% or $98,994 at 6%; with 50% employer match about $98,994 at 4% or $65,996 at 6%; with 100% employer match about $74,246 at 4% or $49,497 at 6%.
2014120$2,904,476$113,271$5,664iApproximate average salary by contribution assumption: employee only about $141,589 at 4% or $94,393 at 6%; with 50% employer match about $94,393 at 4% or $62,928 at 6%; with 100% employer match about $70,794 at 4% or $47,196 at 6%.
J. E. Brown & Associates Inc. 401K Plan & Trust-20$2,904,476$113,271$5,664iApproximate average salary by contribution assumption: employee only about $141,589 at 4% or $94,393 at 6%; with 50% employer match about $94,393 at 4% or $62,928 at 6%; with 100% employer match about $70,794 at 4% or $47,196 at 6%.
2013118$3,039,857$200,742$11,152iApproximate average salary by contribution assumption: employee only about $278,808 at 4% or $185,872 at 6%; with 50% employer match about $185,872 at 4% or $123,915 at 6%; with 100% employer match about $139,404 at 4% or $92,936 at 6%.
J. E. Brown & Associates Inc. 401K Plan & Trust-18$3,039,857$200,742$11,152iApproximate average salary by contribution assumption: employee only about $278,808 at 4% or $185,872 at 6%; with 50% employer match about $185,872 at 4% or $123,915 at 6%; with 100% employer match about $139,404 at 4% or $92,936 at 6%.
2012119$2,538,105$120,790$6,357iApproximate average salary by contribution assumption: employee only about $158,934 at 4% or $105,956 at 6%; with 50% employer match about $105,956 at 4% or $70,637 at 6%; with 100% employer match about $79,467 at 4% or $52,978 at 6%.
J. E. Brown & Associates Inc. 401K Plan & Trust-19$2,538,105$120,790$6,357iApproximate average salary by contribution assumption: employee only about $158,934 at 4% or $105,956 at 6%; with 50% employer match about $105,956 at 4% or $70,637 at 6%; with 100% employer match about $79,467 at 4% or $52,978 at 6%.
2011117$2,296,584$192,373$11,316iApproximate average salary by contribution assumption: employee only about $282,901 at 4% or $188,601 at 6%; with 50% employer match about $188,601 at 4% or $125,734 at 6%; with 100% employer match about $141,451 at 4% or $94,300 at 6%.
J. E. Brown & Associates Inc. 401K Plan & Trust-17$2,296,584$192,373$11,316iApproximate average salary by contribution assumption: employee only about $282,901 at 4% or $188,601 at 6%; with 50% employer match about $188,601 at 4% or $125,734 at 6%; with 100% employer match about $141,451 at 4% or $94,300 at 6%.
2010115$2,127,301$262,225$17,482iApproximate average salary by contribution assumption: employee only about $437,042 at 4% or $291,361 at 6%; with 50% employer match about $291,361 at 4% or $194,241 at 6%; with 100% employer match about $218,521 at 4% or $145,681 at 6%.
J. E. Brown & Associates Inc. 401K Plan & Trust-15$2,127,301$262,225$17,482iApproximate average salary by contribution assumption: employee only about $437,042 at 4% or $291,361 at 6%; with 50% employer match about $291,361 at 4% or $194,241 at 6%; with 100% employer match about $218,521 at 4% or $145,681 at 6%.
2009116$1,785,418$267,891$16,743iApproximate average salary by contribution assumption: employee only about $418,580 at 4% or $279,053 at 6%; with 50% employer match about $279,053 at 4% or $186,035 at 6%; with 100% employer match about $209,290 at 4% or $139,527 at 6%.
J. E. Brown & Associates Inc. 401K Plan & Trust-16$1,785,418$267,891$16,743iApproximate average salary by contribution assumption: employee only about $418,580 at 4% or $279,053 at 6%; with 50% employer match about $279,053 at 4% or $186,035 at 6%; with 100% employer match about $209,290 at 4% or $139,527 at 6%.
2008114$1,290,975$161,851$11,561iApproximate average salary by contribution assumption: employee only about $289,020 at 4% or $192,680 at 6%; with 50% employer match about $192,680 at 4% or $128,453 at 6%; with 100% employer match about $144,510 at 4% or $96,340 at 6%.
J. E. Brown & Associates Inc. 401K Plan & Trust-14$1,290,975$161,851$11,561iApproximate average salary by contribution assumption: employee only about $289,020 at 4% or $192,680 at 6%; with 50% employer match about $192,680 at 4% or $128,453 at 6%; with 100% employer match about $144,510 at 4% or $96,340 at 6%.
2007116$1,608,576$265,966$16,623iApproximate average salary by contribution assumption: employee only about $415,572 at 4% or $277,048 at 6%; with 50% employer match about $277,048 at 4% or $184,699 at 6%; with 100% employer match about $207,786 at 4% or $138,524 at 6%.
J. E. Brown & Associates Inc. 401K Plan & Trust-16$1,608,576$265,966$16,623iApproximate average salary by contribution assumption: employee only about $415,572 at 4% or $277,048 at 6%; with 50% employer match about $277,048 at 4% or $184,699 at 6%; with 100% employer match about $207,786 at 4% or $138,524 at 6%.
2006119$1,289,155$313,950$16,524iApproximate average salary by contribution assumption: employee only about $413,092 at 4% or $275,395 at 6%; with 50% employer match about $275,395 at 4% or $183,596 at 6%; with 100% employer match about $206,546 at 4% or $137,697 at 6%.
J. E. Brown & Associates Inc. 401K Plan & Trust-19$1,289,155$313,950$16,524iApproximate average salary by contribution assumption: employee only about $413,092 at 4% or $275,395 at 6%; with 50% employer match about $275,395 at 4% or $183,596 at 6%; with 100% employer match about $206,546 at 4% or $137,697 at 6%.
2005118$880,818$232,365$12,909iApproximate average salary by contribution assumption: employee only about $322,729 at 4% or $215,153 at 6%; with 50% employer match about $215,153 at 4% or $143,435 at 6%; with 100% employer match about $161,365 at 4% or $107,576 at 6%.
J. E. Brown & Associates Inc. 401K Plan & Trust-18$880,818$232,365$12,909iApproximate average salary by contribution assumption: employee only about $322,729 at 4% or $215,153 at 6%; with 50% employer match about $215,153 at 4% or $143,435 at 6%; with 100% employer match about $161,365 at 4% or $107,576 at 6%.
2004113$604,870$191,978$14,768iApproximate average salary by contribution assumption: employee only about $369,188 at 4% or $246,126 at 6%; with 50% employer match about $246,126 at 4% or $164,084 at 6%; with 100% employer match about $184,594 at 4% or $123,063 at 6%.
J. E. Brown & Associates Inc. 401K Plan & Trust-13$604,870$191,978$14,768iApproximate average salary by contribution assumption: employee only about $369,188 at 4% or $246,126 at 6%; with 50% employer match about $246,126 at 4% or $164,084 at 6%; with 100% employer match about $184,594 at 4% or $123,063 at 6%.
2003112$374,539$111,101$9,258iApproximate average salary by contribution assumption: employee only about $231,460 at 4% or $154,307 at 6%; with 50% employer match about $154,307 at 4% or $102,871 at 6%; with 100% employer match about $115,730 at 4% or $77,153 at 6%.
J. E. Brown & Associates Inc. 401K Plan & Trust-12$374,539$111,101$9,258iApproximate average salary by contribution assumption: employee only about $231,460 at 4% or $154,307 at 6%; with 50% employer match about $154,307 at 4% or $102,871 at 6%; with 100% employer match about $115,730 at 4% or $77,153 at 6%.
200218$226,074$71,931$8,991iApproximate average salary by contribution assumption: employee only about $224,784 at 4% or $149,856 at 6%; with 50% employer match about $149,856 at 4% or $99,904 at 6%; with 100% employer match about $112,392 at 4% or $74,928 at 6%.
J. E. Brown & Associates Inc. 401K Plan & Trust-8$226,074$71,931$8,991iApproximate average salary by contribution assumption: employee only about $224,784 at 4% or $149,856 at 6%; with 50% employer match about $149,856 at 4% or $99,904 at 6%; with 100% employer match about $112,392 at 4% or $74,928 at 6%.
2001110$0$0-
J. E. Brown & Associates Inc. 401K Plan & Trust-10---
200018$0$0-
J. E. Brown & Associates Inc. 401K Plan & Trust-8---
199919$81,252$54,985$6,109iApproximate average salary by contribution assumption: employee only about $152,736 at 4% or $101,824 at 6%; with 50% employer match about $101,824 at 4% or $67,883 at 6%; with 100% employer match about $76,368 at 4% or $50,912 at 6%.
J. E. Brown & Associates Inc. 401K Plan & Trust-9$81,252$54,985$6,109iApproximate average salary by contribution assumption: employee only about $152,736 at 4% or $101,824 at 6%; with 50% employer match about $101,824 at 4% or $67,883 at 6%; with 100% employer match about $76,368 at 4% or $50,912 at 6%.