Stonebrook Wealth Inc
Plan context: Stonebrook Wealth Inc 401(K) Profit Sharing Plan & Trust
EIN 86-1889983 • 3 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$91,040
2024 Contributions
$33,139
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 1 | $91,040 | $33,139 | $33,139iApproximate average salary by contribution assumption: employee only about $828,475 at 4% or $552,317 at 6%; with 50% employer match about $552,317 at 4% or $368,211 at 6%; with 100% employer match about $414,238 at 4% or $276,158 at 6%. |
| Stonebrook Wealth Inc 401(K) Profit Sharing Plan & Trust | - | 1 | $91,040 | $33,139 | $33,139iApproximate average salary by contribution assumption: employee only about $828,475 at 4% or $552,317 at 6%; with 50% employer match about $552,317 at 4% or $368,211 at 6%; with 100% employer match about $414,238 at 4% or $276,158 at 6%. |
| 2023 | 1 | 2 | $67,847 | $32,518 | $16,259iApproximate average salary by contribution assumption: employee only about $406,475 at 4% or $270,983 at 6%; with 50% employer match about $270,983 at 4% or $180,656 at 6%; with 100% employer match about $203,238 at 4% or $135,492 at 6%. |
| Stonebrook Wealth Inc 401(K) Profit Sharing Plan & Trust | - | 2 | $67,847 | $32,518 | $16,259iApproximate average salary by contribution assumption: employee only about $406,475 at 4% or $270,983 at 6%; with 50% employer match about $270,983 at 4% or $180,656 at 6%; with 100% employer match about $203,238 at 4% or $135,492 at 6%. |
| 2022 | 1 | 2 | $26,383 | $29,541 | $14,771iApproximate average salary by contribution assumption: employee only about $369,263 at 4% or $246,175 at 6%; with 50% employer match about $246,175 at 4% or $164,117 at 6%; with 100% employer match about $184,631 at 4% or $123,088 at 6%. |
| Stonebrook Wealth Inc 401(K) Profit Sharing Plan & Trust | - | 2 | $26,383 | $29,541 | $14,771iApproximate average salary by contribution assumption: employee only about $369,263 at 4% or $246,175 at 6%; with 50% employer match about $246,175 at 4% or $164,117 at 6%; with 100% employer match about $184,631 at 4% or $123,088 at 6%. |