Eaglebrook Advisors Inc.
Plan context: Eaglebrook Advisors 401(K) Plan
EIN 83-4669906 • Bethesda, MD • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
22
2025 Assets
$1,550,989
2025 Contributions
$402,554
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 | 22 | $1,550,989 | $402,554 | $18,298iApproximate average salary by contribution assumption: employee only about $457,448 at 4% or $304,965 at 6%; with 50% employer match about $304,965 at 4% or $203,310 at 6%; with 100% employer match about $228,724 at 4% or $152,483 at 6%. |
| Eaglebrook Advisors 401(K) Plan | - | 22 | $1,550,989 | $402,554 | $18,298iApproximate average salary by contribution assumption: employee only about $457,448 at 4% or $304,965 at 6%; with 50% employer match about $304,965 at 4% or $203,310 at 6%; with 100% employer match about $228,724 at 4% or $152,483 at 6%. |
| 2024 | 1 | 24 | $1,027,815 | $358,996 | $14,958iApproximate average salary by contribution assumption: employee only about $373,954 at 4% or $249,303 at 6%; with 50% employer match about $249,303 at 4% or $166,202 at 6%; with 100% employer match about $186,977 at 4% or $124,651 at 6%. |
| Eaglebrook Advisors 401(K) Plan | - | 24 | $1,027,815 | $358,996 | $14,958iApproximate average salary by contribution assumption: employee only about $373,954 at 4% or $249,303 at 6%; with 50% employer match about $249,303 at 4% or $166,202 at 6%; with 100% employer match about $186,977 at 4% or $124,651 at 6%. |
| 2023 | 1 | 26 | $652,384 | $427,990 | $16,461iApproximate average salary by contribution assumption: employee only about $411,529 at 4% or $274,353 at 6%; with 50% employer match about $274,353 at 4% or $182,902 at 6%; with 100% employer match about $205,764 at 4% or $137,176 at 6%. |
| Eaglebrook Advisors 401(K) Plan | - | 26 | $652,384 | $427,990 | $16,461iApproximate average salary by contribution assumption: employee only about $411,529 at 4% or $274,353 at 6%; with 50% employer match about $274,353 at 4% or $182,902 at 6%; with 100% employer match about $205,764 at 4% or $137,176 at 6%. |
| 2022 | 1 | 25 | $226,951 | $253,187 | $10,127iApproximate average salary by contribution assumption: employee only about $253,187 at 4% or $168,791 at 6%; with 50% employer match about $168,791 at 4% or $112,528 at 6%; with 100% employer match about $126,593 at 4% or $84,396 at 6%. |
| Eaglebrook Advisors 401(K) Plan | - | 25 | $226,951 | $253,187 | $10,127iApproximate average salary by contribution assumption: employee only about $253,187 at 4% or $168,791 at 6%; with 50% employer match about $168,791 at 4% or $112,528 at 6%; with 100% employer match about $126,593 at 4% or $84,396 at 6%. |