Bratrud Middleton Insurance Brokers
Plan context: Bratrud Middleton Insurance Brokers Inc. 401K Profit Sharing Plan and Trust
EIN 91-0830024 • Tacoma, WA • 60 filings • 15 plans
Current Snapshot
Latest Year
2021
2021 Participants
485
2021 Assets
$47,888,525
2021 Contributions
$4,814,068
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 |
|---|---|---|---|---|---|
| 2021 | 2 | 0 | $0 | $4,814,068 | - |
| Bratrud Middleton Insurance Flexible Benefits Plan | - | 0 | - | - | - |
| Bratrud Middleton Insurance Brokers Inc. 401K Profit Sharing Plan and Trust | - | 0 | - | $4,814,068 | - |
| 2020 | 2 | 485 | $47,888,525 | $5,801,870 | $11,963iApproximate average salary by contribution assumption: employee only about $299,065 at 4% or $199,377 at 6%; with 50% employer match about $199,377 at 4% or $132,918 at 6%; with 100% employer match about $149,533 at 4% or $99,688 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. 401K Profit Sharing Plan and Trust | - | 430 | $47,888,525 | $5,801,870 | $13,493iApproximate average salary by contribution assumption: employee only about $337,318 at 4% or $224,879 at 6%; with 50% employer match about $224,879 at 4% or $149,919 at 6%; with 100% employer match about $168,659 at 4% or $112,439 at 6%. |
| Bratrud Middleton Insurance Flexible Benefits Plan | - | 485 | - | - | - |
| 2019 | 2 | 423 | $39,554,560 | $4,269,762 | $10,094iApproximate average salary by contribution assumption: employee only about $252,350 at 4% or $168,233 at 6%; with 50% employer match about $168,233 at 4% or $112,156 at 6%; with 100% employer match about $126,175 at 4% or $84,117 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. 401K Profit Sharing Plan and Trust | - | 339 | $39,554,560 | $4,269,762 | $12,595iApproximate average salary by contribution assumption: employee only about $314,879 at 4% or $209,919 at 6%; with 50% employer match about $209,919 at 4% or $139,946 at 6%; with 100% employer match about $157,440 at 4% or $104,960 at 6%. |
| Bratrud Middleton Insurance Flexible Benefits Plan | - | 423 | - | - | - |
| 2018 | 2 | 338 | $32,439,938 | $3,703,954 | $10,958iApproximate average salary by contribution assumption: employee only about $273,961 at 4% or $182,641 at 6%; with 50% employer match about $182,641 at 4% or $121,760 at 6%; with 100% employer match about $136,981 at 4% or $91,320 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. 401K Profit Sharing Plan and Trust | - | 332 | $32,439,938 | $3,703,954 | $11,156iApproximate average salary by contribution assumption: employee only about $278,912 at 4% or $185,941 at 6%; with 50% employer match about $185,941 at 4% or $123,961 at 6%; with 100% employer match about $139,456 at 4% or $92,971 at 6%. |
| Bratrud Middleton Insurance Flexible Benefits Plan | - | 338 | - | - | - |
| 2017 | 2 | 343 | $34,028,755 | $3,425,666 | $9,987iApproximate average salary by contribution assumption: employee only about $249,684 at 4% or $166,456 at 6%; with 50% employer match about $166,456 at 4% or $110,971 at 6%; with 100% employer match about $124,842 at 4% or $83,228 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. 401K Profit Sharing Plan and Trust | - | 327 | $34,028,755 | $3,425,666 | $10,476iApproximate average salary by contribution assumption: employee only about $261,901 at 4% or $174,601 at 6%; with 50% employer match about $174,601 at 4% or $116,400 at 6%; with 100% employer match about $130,951 at 4% or $87,300 at 6%. |
| Bratrud Middleton Insurance Flexible Benefits Plan | - | 343 | - | - | - |
| 2016 | 2 | 399 | $29,173,198 | $4,481,593 | $11,232iApproximate average salary by contribution assumption: employee only about $280,802 at 4% or $187,201 at 6%; with 50% employer match about $187,201 at 4% or $124,801 at 6%; with 100% employer match about $140,401 at 4% or $93,601 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. 401K Profit Sharing Plan and Trust | - | 299 | $29,173,198 | $4,481,593 | $14,989iApproximate average salary by contribution assumption: employee only about $374,715 at 4% or $249,810 at 6%; with 50% employer match about $249,810 at 4% or $166,540 at 6%; with 100% employer match about $187,358 at 4% or $124,905 at 6%. |
| Bratrud Middleton Insurance Flexible Benefits Plan | - | 399 | - | - | - |
| 2015 | 2 | 285 | $24,403,931 | $3,111,597 | $10,918iApproximate average salary by contribution assumption: employee only about $272,947 at 4% or $181,965 at 6%; with 50% employer match about $181,965 at 4% or $121,310 at 6%; with 100% employer match about $136,474 at 4% or $90,982 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. 401K Profit Sharing Plan and Trust | - | 241 | $24,403,931 | $3,111,597 | $12,911iApproximate average salary by contribution assumption: employee only about $322,780 at 4% or $215,187 at 6%; with 50% employer match about $215,187 at 4% or $143,458 at 6%; with 100% employer match about $161,390 at 4% or $107,593 at 6%. |
| Bratrud Middleton Insurance Flexible Benefits Plan | - | 285 | - | - | - |
| 2014 | 2 | 272 | $23,021,744 | $2,097,113 | $7,710iApproximate average salary by contribution assumption: employee only about $192,749 at 4% or $128,500 at 6%; with 50% employer match about $128,500 at 4% or $85,666 at 6%; with 100% employer match about $96,375 at 4% or $64,250 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. 401K Profit Sharing Plan and Trust | - | 241 | $23,021,744 | $2,097,113 | $8,702iApproximate average salary by contribution assumption: employee only about $217,543 at 4% or $145,029 at 6%; with 50% employer match about $145,029 at 4% or $96,686 at 6%; with 100% employer match about $108,771 at 4% or $72,514 at 6%. |
| Bratrud Middleton Insurance Flexible Benefits Plan | - | 272 | - | - | - |
| 2013 | 2 | 262 | $21,098,512 | $1,819,509 | $6,945iApproximate average salary by contribution assumption: employee only about $173,617 at 4% or $115,745 at 6%; with 50% employer match about $115,745 at 4% or $77,163 at 6%; with 100% employer match about $86,809 at 4% or $57,872 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. 401K Profit Sharing Plan and Trust | - | 183 | $21,098,512 | $1,819,509 | $9,943iApproximate average salary by contribution assumption: employee only about $248,567 at 4% or $165,711 at 6%; with 50% employer match about $165,711 at 4% or $110,474 at 6%; with 100% employer match about $124,283 at 4% or $82,856 at 6%. |
| Bratrud Middleton Insurance Flexible Benefits Plan | - | 262 | - | - | - |
| 2012 | 2 | 209 | $18,456,534 | $1,872,779 | $8,961iApproximate average salary by contribution assumption: employee only about $224,017 at 4% or $149,344 at 6%; with 50% employer match about $149,344 at 4% or $99,563 at 6%; with 100% employer match about $112,008 at 4% or $74,672 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. 401K Profit Sharing Plan and Trust | - | 208 | $18,456,534 | $1,872,779 | $9,004iApproximate average salary by contribution assumption: employee only about $225,094 at 4% or $150,062 at 6%; with 50% employer match about $150,062 at 4% or $100,042 at 6%; with 100% employer match about $112,547 at 4% or $75,031 at 6%. |
| Bratrud Middleton Insurance Flexible Benefits Plan | - | 209 | - | - | - |
| 2011 | 3 | 213 | $17,879,027 | $1,802,161 | $8,461iApproximate average salary by contribution assumption: employee only about $211,521 at 4% or $141,014 at 6%; with 50% employer match about $141,014 at 4% or $94,009 at 6%; with 100% employer match about $105,761 at 4% or $70,507 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. 401K Profit Sharing Plan and Trust | - | 208 | $17,879,027 | $1,183,751 | $5,691iApproximate average salary by contribution assumption: employee only about $142,278 at 4% or $94,852 at 6%; with 50% employer match about $94,852 at 4% or $63,235 at 6%; with 100% employer match about $71,139 at 4% or $47,426 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. Employee Stock Ownership Plan | - | 0 | - | $618,410 | - |
| Bratrud Middleton Insurance Flexible Benefits Plan | - | 213 | - | - | - |
| 2010 | 3 | 238 | $17,213,688 | $1,864,041 | $7,832iApproximate average salary by contribution assumption: employee only about $195,803 at 4% or $130,535 at 6%; with 50% employer match about $130,535 at 4% or $87,023 at 6%; with 100% employer match about $97,901 at 4% or $65,268 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. Employee Stock Ownership Plan | - | 215 | $9,046,239 | $689,714 | $3,208iApproximate average salary by contribution assumption: employee only about $80,199 at 4% or $53,466 at 6%; with 50% employer match about $53,466 at 4% or $35,644 at 6%; with 100% employer match about $40,100 at 4% or $26,733 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. 401K Profit Sharing Plan and Trust | - | 238 | $8,167,449 | $1,174,327 | $4,934iApproximate average salary by contribution assumption: employee only about $123,354 at 4% or $82,236 at 6%; with 50% employer match about $82,236 at 4% or $54,824 at 6%; with 100% employer match about $61,677 at 4% or $41,118 at 6%. |
| Bratrud Middleton Insurance Flexible Benefits Plan | - | 234 | - | - | - |
| 2009 | 3 | 235 | $14,469,466 | $2,190,071 | $9,319iApproximate average salary by contribution assumption: employee only about $232,986 at 4% or $155,324 at 6%; with 50% employer match about $155,324 at 4% or $103,549 at 6%; with 100% employer match about $116,493 at 4% or $77,662 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. Employee Stock Ownership Plan | - | 219 | $7,775,280 | $679,084 | $3,101iApproximate average salary by contribution assumption: employee only about $77,521 at 4% or $51,681 at 6%; with 50% employer match about $51,681 at 4% or $34,454 at 6%; with 100% employer match about $38,761 at 4% or $25,840 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. 401K Profit Sharing Plan and Trust | - | 226 | $6,694,186 | $1,510,987 | $6,686iApproximate average salary by contribution assumption: employee only about $167,145 at 4% or $111,430 at 6%; with 50% employer match about $111,430 at 4% or $74,286 at 6%; with 100% employer match about $83,572 at 4% or $55,715 at 6%. |
| Bratrud Middleton Insurance Flexible Benefits Plan | - | 235 | - | - | - |
| 2008 | 2 | 197 | $12,564,734 | $1,712,230 | $8,692iApproximate average salary by contribution assumption: employee only about $217,288 at 4% or $144,859 at 6%; with 50% employer match about $144,859 at 4% or $96,572 at 6%; with 100% employer match about $108,644 at 4% or $72,429 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. Employee Stock Ownership Plan | - | 194 | $7,733,885 | $656,677 | $3,385iApproximate average salary by contribution assumption: employee only about $84,623 at 4% or $56,416 at 6%; with 50% employer match about $56,416 at 4% or $37,610 at 6%; with 100% employer match about $42,312 at 4% or $28,208 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. 401K Profit Sharing Plan and Trust | - | 197 | $4,830,849 | $1,055,553 | $5,358iApproximate average salary by contribution assumption: employee only about $133,953 at 4% or $89,302 at 6%; with 50% employer match about $89,302 at 4% or $59,535 at 6%; with 100% employer match about $66,977 at 4% or $44,651 at 6%. |
| 2007 | 3 | 203 | $15,428,225 | $1,507,769 | $7,427iApproximate average salary by contribution assumption: employee only about $185,686 at 4% or $123,791 at 6%; with 50% employer match about $123,791 at 4% or $82,527 at 6%; with 100% employer match about $92,843 at 4% or $61,895 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. Employee Stock Ownership Plan | - | 192 | $8,903,159 | $701,111 | $3,652iApproximate average salary by contribution assumption: employee only about $91,290 at 4% or $60,860 at 6%; with 50% employer match about $60,860 at 4% or $40,574 at 6%; with 100% employer match about $45,645 at 4% or $30,430 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. 401K Profit Sharing Plan and Trust | - | 187 | $6,525,066 | $806,658 | $4,314iApproximate average salary by contribution assumption: employee only about $107,842 at 4% or $71,895 at 6%; with 50% employer match about $71,895 at 4% or $47,930 at 6%; with 100% employer match about $53,921 at 4% or $35,947 at 6%. |
| Bratrud Middleton Insurance Flexible Benefits Plan | - | 203 | - | - | - |
| 2006 | 3 | 178 | $12,412,740 | $1,618,554 | $9,093iApproximate average salary by contribution assumption: employee only about $227,325 at 4% or $151,550 at 6%; with 50% employer match about $151,550 at 4% or $101,033 at 6%; with 100% employer match about $113,663 at 4% or $75,775 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. Employee Stock Ownership Plan | - | 149 | $6,686,626 | $466,478 | $3,131iApproximate average salary by contribution assumption: employee only about $78,268 at 4% or $52,179 at 6%; with 50% employer match about $52,179 at 4% or $34,786 at 6%; with 100% employer match about $39,134 at 4% or $26,089 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. 401K Profit Sharing Plan and Trust | - | 178 | $5,726,114 | $1,152,076 | $6,472iApproximate average salary by contribution assumption: employee only about $161,808 at 4% or $107,872 at 6%; with 50% employer match about $107,872 at 4% or $71,915 at 6%; with 100% employer match about $80,904 at 4% or $53,936 at 6%. |
| Bratrud Middleton Insurance Flexible Benefits Plan | - | 172 | - | - | - |
| 2005 | 3 | 185 | $10,634,933 | $915,780 | $4,950iApproximate average salary by contribution assumption: employee only about $123,754 at 4% or $82,503 at 6%; with 50% employer match about $82,503 at 4% or $55,002 at 6%; with 100% employer match about $61,877 at 4% or $41,251 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. Employee Stock Ownership Plan | - | 155 | $5,628,626 | - | - |
| Bratrud Middleton Insurance Brokers Inc. 401K Profit Sharing Plan and Trust | - | 185 | $5,006,307 | $915,780 | $4,950iApproximate average salary by contribution assumption: employee only about $123,754 at 4% or $82,503 at 6%; with 50% employer match about $82,503 at 4% or $55,002 at 6%; with 100% employer match about $61,877 at 4% or $41,251 at 6%. |
| Bratrud Middleton Insurance Flexible Benefits Plan | - | 173 | - | - | - |
| 2004 | 5 | 174 | $23,601,776 | $2,284,025 | $13,127iApproximate average salary by contribution assumption: employee only about $328,165 at 4% or $218,776 at 6%; with 50% employer match about $218,776 at 4% or $145,851 at 6%; with 100% employer match about $164,082 at 4% or $109,388 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. 401K Profit Sharing Plan and Trust | - | 157 | $6,491,602 | $766,547 | $4,882iApproximate average salary by contribution assumption: employee only about $122,062 at 4% or $81,374 at 6%; with 50% employer match about $81,374 at 4% or $54,250 at 6%; with 100% employer match about $61,031 at 4% or $40,687 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. 401K Profit Sharing Plan and Trust | - | 157 | $6,491,601 | $488,129 | $3,109iApproximate average salary by contribution assumption: employee only about $77,728 at 4% or $51,818 at 6%; with 50% employer match about $51,818 at 4% or $34,546 at 6%; with 100% employer match about $38,864 at 4% or $25,909 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. Employee Stock Ownership Plan | - | 157 | $5,309,316 | $395,844 | $2,521iApproximate average salary by contribution assumption: employee only about $63,032 at 4% or $42,022 at 6%; with 50% employer match about $42,022 at 4% or $28,014 at 6%; with 100% employer match about $31,516 at 4% or $21,011 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. Employee Stock Ownership Plan | - | 157 | $5,309,257 | $633,505 | $4,035iApproximate average salary by contribution assumption: employee only about $100,877 at 4% or $67,251 at 6%; with 50% employer match about $67,251 at 4% or $44,834 at 6%; with 100% employer match about $50,438 at 4% or $33,626 at 6%. |
| Bratrud Middleton Insurance Flexible Benefits Plan | - | 174 | - | - | - |
| 2003 | 3 | 195 | $10,469,948 | $1,043,324 | $5,350iApproximate average salary by contribution assumption: employee only about $133,759 at 4% or $89,173 at 6%; with 50% employer match about $89,173 at 4% or $59,449 at 6%; with 100% employer match about $66,880 at 4% or $44,586 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. 401K Profit Sharing Plan and Trust | - | 164 | $5,951,630 | $417,589 | $2,546iApproximate average salary by contribution assumption: employee only about $63,657 at 4% or $42,438 at 6%; with 50% employer match about $42,438 at 4% or $28,292 at 6%; with 100% employer match about $31,828 at 4% or $21,219 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. Employee Stock Ownership Plan | - | 148 | $4,518,318 | $625,735 | $4,228iApproximate average salary by contribution assumption: employee only about $105,698 at 4% or $70,466 at 6%; with 50% employer match about $70,466 at 4% or $46,977 at 6%; with 100% employer match about $52,849 at 4% or $35,233 at 6%. |
| Bratrud Middleton Insurance Flexible Benefits Plan | - | 195 | - | - | - |
| 2002 | 3 | 197 | $9,321,886 | $1,023,224 | $5,194iApproximate average salary by contribution assumption: employee only about $129,851 at 4% or $86,567 at 6%; with 50% employer match about $86,567 at 4% or $57,711 at 6%; with 100% employer match about $64,925 at 4% or $43,284 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. 401K Profit Sharing Plan and Trust | - | 126 | $5,550,789 | $393,481 | $3,123iApproximate average salary by contribution assumption: employee only about $78,072 at 4% or $52,048 at 6%; with 50% employer match about $52,048 at 4% or $34,699 at 6%; with 100% employer match about $39,036 at 4% or $26,024 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. Employee Stock Ownership Plan | - | 139 | $3,771,097 | $629,743 | $4,531iApproximate average salary by contribution assumption: employee only about $113,263 at 4% or $75,509 at 6%; with 50% employer match about $75,509 at 4% or $50,339 at 6%; with 100% employer match about $56,632 at 4% or $37,754 at 6%. |
| Bratrud Middleton Insurance Flexible Benefits Plan | - | 197 | - | - | - |
| 2001 | 3 | 170 | $10,077,811 | $960,765 | $5,652iApproximate average salary by contribution assumption: employee only about $141,289 at 4% or $94,193 at 6%; with 50% employer match about $94,193 at 4% or $62,795 at 6%; with 100% employer match about $70,644 at 4% or $47,096 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. 401K Profit Sharing Plan and Trust | - | 131 | $6,712,346 | $382,802 | $2,922iApproximate average salary by contribution assumption: employee only about $73,054 at 4% or $48,703 at 6%; with 50% employer match about $48,703 at 4% or $32,468 at 6%; with 100% employer match about $36,527 at 4% or $24,351 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. Employee Stock Ownership Plan | - | 147 | $3,365,465 | $577,963 | $3,932iApproximate average salary by contribution assumption: employee only about $98,293 at 4% or $65,529 at 6%; with 50% employer match about $65,529 at 4% or $43,686 at 6%; with 100% employer match about $49,147 at 4% or $32,764 at 6%. |
| Bratrud Middleton Insurance Flexible Benefits Plan | - | 170 | - | - | - |
| 2000 | 3 | 179 | $7,157,614 | $449,186 | $2,509iApproximate average salary by contribution assumption: employee only about $62,735 at 4% or $41,824 at 6%; with 50% employer match about $41,824 at 4% or $27,882 at 6%; with 100% employer match about $31,368 at 4% or $20,912 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. 401K Profit Sharing Plan and Trust | - | 154 | $7,157,614 | $449,186 | $2,917iApproximate average salary by contribution assumption: employee only about $72,920 at 4% or $48,613 at 6%; with 50% employer match about $48,613 at 4% or $32,409 at 6%; with 100% employer match about $36,460 at 4% or $24,307 at 6%. |
| Bratrud Middleton Insurance Flexible Benefits Plan | - | 179 | - | - | - |
| Bratrud Middleton Insurance Brokers Inc. Employee Stock Ownership Plan | - | 144 | - | - | - |
| 1999 | 3 | 176 | $10,180,820 | $817,625 | $4,646iApproximate average salary by contribution assumption: employee only about $116,140 at 4% or $77,427 at 6%; with 50% employer match about $77,427 at 4% or $51,618 at 6%; with 100% employer match about $58,070 at 4% or $38,713 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. 401K Profit Sharing Plan and Trust | - | 176 | $7,656,339 | $323,184 | $1,836iApproximate average salary by contribution assumption: employee only about $45,907 at 4% or $30,605 at 6%; with 50% employer match about $30,605 at 4% or $20,403 at 6%; with 100% employer match about $22,953 at 4% or $15,302 at 6%. |
| Bratrud Middleton Insurance Brokers Inc. Employee Stock Ownership Plan | - | 150 | $2,524,481 | $494,441 | $3,296iApproximate average salary by contribution assumption: employee only about $82,407 at 4% or $54,938 at 6%; with 50% employer match about $54,938 at 4% or $36,625 at 6%; with 100% employer match about $41,203 at 4% or $27,469 at 6%. |
| Bratrud Middleton Insurance Flexible Benefits Plan | - | 150 | - | - | - |