Civic Intelligence

Broe Management Company, LLC

Plan context: The Broe Group 401(K) Profit Sharing Plan

EIN 84-1568327 • 20 filings • 6 plans

Current Snapshot

Latest Year

2024

2024 Participants

581

2024 Assets

$50,309,502

2024 Contributions

$7,158,464

Historical Graphs

Total Assets Over Time

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

$51,835,619$25,917,810$0200820162024YearValue
$50,309,502Latest year 2024

Participants Over Time

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

1,1285640200820162024YearValue
581Latest year 2024

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
20241581$50,309,502$7,158,464$12,321iApproximate average salary by contribution assumption: employee only about $308,023 at 4% or $205,349 at 6%; with 50% employer match about $205,349 at 4% or $136,899 at 6%; with 100% employer match about $154,012 at 4% or $102,674 at 6%.
The Broe Group 401(K) Profit Sharing Plan-581$50,309,502$7,158,464$12,321iApproximate average salary by contribution assumption: employee only about $308,023 at 4% or $205,349 at 6%; with 50% employer match about $205,349 at 4% or $136,899 at 6%; with 100% employer match about $154,012 at 4% or $102,674 at 6%.
20231551$42,666,980$4,891,354$8,877iApproximate average salary by contribution assumption: employee only about $221,931 at 4% or $147,954 at 6%; with 50% employer match about $147,954 at 4% or $98,636 at 6%; with 100% employer match about $110,965 at 4% or $73,977 at 6%.
The Broe Group 401(K) Profit Sharing Plan-551$42,666,980$4,891,354$8,877iApproximate average salary by contribution assumption: employee only about $221,931 at 4% or $147,954 at 6%; with 50% employer match about $147,954 at 4% or $98,636 at 6%; with 100% employer match about $110,965 at 4% or $73,977 at 6%.
20221535$35,789,619$5,262,326$9,836iApproximate average salary by contribution assumption: employee only about $245,903 at 4% or $163,935 at 6%; with 50% employer match about $163,935 at 4% or $109,290 at 6%; with 100% employer match about $122,952 at 4% or $81,968 at 6%.
The Broe Group 401(K) Profit Sharing Plan-535$35,789,619$5,262,326$9,836iApproximate average salary by contribution assumption: employee only about $245,903 at 4% or $163,935 at 6%; with 50% employer match about $163,935 at 4% or $109,290 at 6%; with 100% employer match about $122,952 at 4% or $81,968 at 6%.
20211659$41,467,341$6,688,660$10,150iApproximate average salary by contribution assumption: employee only about $253,743 at 4% or $169,162 at 6%; with 50% employer match about $169,162 at 4% or $112,775 at 6%; with 100% employer match about $126,871 at 4% or $84,581 at 6%.
The Broe Group 401(K) Profit Sharing Plan-659$41,467,341$6,688,660$10,150iApproximate average salary by contribution assumption: employee only about $253,743 at 4% or $169,162 at 6%; with 50% employer match about $169,162 at 4% or $112,775 at 6%; with 100% employer match about $126,871 at 4% or $84,581 at 6%.
20201765$51,835,619$8,785,410$11,484iApproximate average salary by contribution assumption: employee only about $287,105 at 4% or $191,403 at 6%; with 50% employer match about $191,403 at 4% or $127,602 at 6%; with 100% employer match about $143,552 at 4% or $95,702 at 6%.
The Broe Group 401(K) Profit Sharing Plan-765$51,835,619$8,785,410$11,484iApproximate average salary by contribution assumption: employee only about $287,105 at 4% or $191,403 at 6%; with 50% employer match about $191,403 at 4% or $127,602 at 6%; with 100% employer match about $143,552 at 4% or $95,702 at 6%.
20191919$41,827,425$10,166,245$11,062iApproximate average salary by contribution assumption: employee only about $276,557 at 4% or $184,372 at 6%; with 50% employer match about $184,372 at 4% or $122,914 at 6%; with 100% employer match about $138,279 at 4% or $92,186 at 6%.
The Broe Group 401(K) Profit Sharing Plan-919$41,827,425$10,166,245$11,062iApproximate average salary by contribution assumption: employee only about $276,557 at 4% or $184,372 at 6%; with 50% employer match about $184,372 at 4% or $122,914 at 6%; with 100% employer match about $138,279 at 4% or $92,186 at 6%.
20181900$28,783,095$7,152,174$7,947iApproximate average salary by contribution assumption: employee only about $198,672 at 4% or $132,448 at 6%; with 50% employer match about $132,448 at 4% or $88,298 at 6%; with 100% employer match about $99,336 at 4% or $66,224 at 6%.
The Broe Group 401(K) Profit Sharing Plan-900$28,783,095$7,152,174$7,947iApproximate average salary by contribution assumption: employee only about $198,672 at 4% or $132,448 at 6%; with 50% employer match about $132,448 at 4% or $88,298 at 6%; with 100% employer match about $99,336 at 4% or $66,224 at 6%.
20171749$27,297,139$4,981,644$6,651iApproximate average salary by contribution assumption: employee only about $166,277 at 4% or $110,851 at 6%; with 50% employer match about $110,851 at 4% or $73,901 at 6%; with 100% employer match about $83,138 at 4% or $55,426 at 6%.
The Broe Group 401(K) Profit Sharing Plan-749$27,297,139$4,981,644$6,651iApproximate average salary by contribution assumption: employee only about $166,277 at 4% or $110,851 at 6%; with 50% employer match about $110,851 at 4% or $73,901 at 6%; with 100% employer match about $83,138 at 4% or $55,426 at 6%.
20161627$20,151,815$4,255,217$6,787iApproximate average salary by contribution assumption: employee only about $169,666 at 4% or $113,110 at 6%; with 50% employer match about $113,110 at 4% or $75,407 at 6%; with 100% employer match about $84,833 at 4% or $56,555 at 6%.
The Broe Group 401(K) Profit Sharing Plan-627$20,151,815$4,255,217$6,787iApproximate average salary by contribution assumption: employee only about $169,666 at 4% or $113,110 at 6%; with 50% employer match about $113,110 at 4% or $75,407 at 6%; with 100% employer match about $84,833 at 4% or $56,555 at 6%.
20151661$16,782,931$4,172,951$6,313iApproximate average salary by contribution assumption: employee only about $157,827 at 4% or $105,218 at 6%; with 50% employer match about $105,218 at 4% or $70,145 at 6%; with 100% employer match about $78,914 at 4% or $52,609 at 6%.
The Broe Group 401(K) Profit Sharing Plan-661$16,782,931$4,172,951$6,313iApproximate average salary by contribution assumption: employee only about $157,827 at 4% or $105,218 at 6%; with 50% employer match about $105,218 at 4% or $70,145 at 6%; with 100% employer match about $78,914 at 4% or $52,609 at 6%.
20141651$14,553,373$2,939,507$4,515iApproximate average salary by contribution assumption: employee only about $112,884 at 4% or $75,256 at 6%; with 50% employer match about $75,256 at 4% or $50,171 at 6%; with 100% employer match about $56,442 at 4% or $37,628 at 6%.
The Broe Group 401(K) Profit Sharing Plan-651$14,553,373$2,939,507$4,515iApproximate average salary by contribution assumption: employee only about $112,884 at 4% or $75,256 at 6%; with 50% employer match about $75,256 at 4% or $50,171 at 6%; with 100% employer match about $56,442 at 4% or $37,628 at 6%.
20131739$13,033,438$2,098,404$2,840iApproximate average salary by contribution assumption: employee only about $70,988 at 4% or $47,325 at 6%; with 50% employer match about $47,325 at 4% or $31,550 at 6%; with 100% employer match about $35,494 at 4% or $23,663 at 6%.
The Broe Group 401(K) Profit Sharing Plan-739$13,033,438$2,098,404$2,840iApproximate average salary by contribution assumption: employee only about $70,988 at 4% or $47,325 at 6%; with 50% employer match about $47,325 at 4% or $31,550 at 6%; with 100% employer match about $35,494 at 4% or $23,663 at 6%.
20121695$10,380,814$1,658,401$2,386iApproximate average salary by contribution assumption: employee only about $59,655 at 4% or $39,770 at 6%; with 50% employer match about $39,770 at 4% or $26,513 at 6%; with 100% employer match about $29,827 at 4% or $19,885 at 6%.
The Broe Group 401(K) Profit Sharing Plan-695$10,380,814$1,658,401$2,386iApproximate average salary by contribution assumption: employee only about $59,655 at 4% or $39,770 at 6%; with 50% employer match about $39,770 at 4% or $26,513 at 6%; with 100% employer match about $29,827 at 4% or $19,885 at 6%.
20111674$8,593,940$1,146,010$1,700iApproximate average salary by contribution assumption: employee only about $42,508 at 4% or $28,339 at 6%; with 50% employer match about $28,339 at 4% or $18,892 at 6%; with 100% employer match about $21,254 at 4% or $14,169 at 6%.
The Broe Group 401(K) Profit Sharing Plan-674$8,593,940$1,146,010$1,700iApproximate average salary by contribution assumption: employee only about $42,508 at 4% or $28,339 at 6%; with 50% employer match about $28,339 at 4% or $18,892 at 6%; with 100% employer match about $21,254 at 4% or $14,169 at 6%.
20102623$8,545,670$889,231$1,427iApproximate average salary by contribution assumption: employee only about $35,683 at 4% or $23,789 at 6%; with 50% employer match about $23,789 at 4% or $15,859 at 6%; with 100% employer match about $17,842 at 4% or $11,894 at 6%.
The Broe Group 401(K) Profit Sharing Plan-623$8,545,670$889,231$1,427iApproximate average salary by contribution assumption: employee only about $35,683 at 4% or $23,789 at 6%; with 50% employer match about $23,789 at 4% or $15,859 at 6%; with 100% employer match about $17,842 at 4% or $11,894 at 6%.
The Broe Group Employee Benefit Plan-605---
20092634$8,062,621$667,299$1,053iApproximate average salary by contribution assumption: employee only about $26,313 at 4% or $17,542 at 6%; with 50% employer match about $17,542 at 4% or $11,695 at 6%; with 100% employer match about $13,157 at 4% or $8,771 at 6%.
The Broe Group 401(K) Profit Sharing Plan-634$8,062,621$667,299$1,053iApproximate average salary by contribution assumption: employee only about $26,313 at 4% or $17,542 at 6%; with 50% employer match about $17,542 at 4% or $11,695 at 6%; with 100% employer match about $13,157 at 4% or $8,771 at 6%.
The Broe Group Employee Benefit Plan-601---
200821,128$7,180,429$1,710,680$1,517iApproximate average salary by contribution assumption: employee only about $37,914 at 4% or $25,276 at 6%; with 50% employer match about $25,276 at 4% or $16,851 at 6%; with 100% employer match about $18,957 at 4% or $12,638 at 6%.
The Broe Group 401(K) Profit Sharing Plan-1,128$7,180,429$1,710,680$1,517iApproximate average salary by contribution assumption: employee only about $37,914 at 4% or $25,276 at 6%; with 50% employer match about $25,276 at 4% or $16,851 at 6%; with 100% employer match about $18,957 at 4% or $12,638 at 6%.
The Broe Group Employee Benefit Plan-932---