Brookstone Wealth Management LLC
Plan context: BROOKSTONE WEALTH MANAGEMENT, LLC 401(K) PLAN
EIN 82-1331693 • Columbus, GA • 5 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$340,010
2025 Contributions
$189,278
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 | 0 | $0 | $0 | - |
| Brookstone Wealth Management LLC Pension Plan & Trust | - | 0 | $0 | $0 | - |
| 2024 | 2 | 3 | $340,010 | $189,278 | $63,093iApproximate average salary by contribution assumption: employee only about $1,577,317 at 4% or $1,051,544 at 6%; with 50% employer match about $1,051,544 at 4% or $701,030 at 6%; with 100% employer match about $788,658 at 4% or $525,772 at 6%. |
| BROOKSTONE WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 3 | $205,316 | $189,278 | $63,093iApproximate average salary by contribution assumption: employee only about $1,577,317 at 4% or $1,051,544 at 6%; with 50% employer match about $1,051,544 at 4% or $701,030 at 6%; with 100% employer match about $788,658 at 4% or $525,772 at 6%. |
| Brookstone Wealth Management LLC Pension Plan & Trust | - | 3 | $134,694 | $0 | - |
| 2023 | 1 | 2 | $125,880 | $17,567 | $8,784iApproximate average salary by contribution assumption: employee only about $219,588 at 4% or $146,392 at 6%; with 50% employer match about $146,392 at 4% or $97,594 at 6%; with 100% employer match about $109,794 at 4% or $73,196 at 6%. |
| Brookstone Wealth Management LLC Pension Plan & Trust | - | 2 | $125,880 | $17,567 | $8,784iApproximate average salary by contribution assumption: employee only about $219,588 at 4% or $146,392 at 6%; with 50% employer match about $146,392 at 4% or $97,594 at 6%; with 100% employer match about $109,794 at 4% or $73,196 at 6%. |
| 2022 | 1 | 2 | $103,362 | $0 | - |
| Brookstone Wealth Management LLC Pension Plan & Trust | - | 2 | $103,362 | $0 | - |