S Brooks and Associate
Plan context: S Brooks and Associates 401K Plan
EIN 93-0775020 • Portland, OR • 9 filings • 3 plans
Current Snapshot
Latest Year
2018
2018 Participants
18
2018 Assets
$328,177
2018 Contributions
$28,277
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $28,277 | - |
| S Brooks and Associates 401K Plan | - | 0 | $0 | $28,277 | - |
| 2017 | 1 | 18 | $328,177 | $57,499 | $3,194iApproximate average salary by contribution assumption: employee only about $79,860 at 4% or $53,240 at 6%; with 50% employer match about $53,240 at 4% or $35,493 at 6%; with 100% employer match about $39,930 at 4% or $26,620 at 6%. |
| S Brooks and Associates 401K Plan | - | 18 | $328,177 | $57,499 | $3,194iApproximate average salary by contribution assumption: employee only about $79,860 at 4% or $53,240 at 6%; with 50% employer match about $53,240 at 4% or $35,493 at 6%; with 100% employer match about $39,930 at 4% or $26,620 at 6%. |
| 2016 | 1 | 36 | $444,387 | $108,903 | $3,025iApproximate average salary by contribution assumption: employee only about $75,627 at 4% or $50,418 at 6%; with 50% employer match about $50,418 at 4% or $33,612 at 6%; with 100% employer match about $37,814 at 4% or $25,209 at 6%. |
| S Brooks and Associates 401K Plan | - | 36 | $444,387 | $108,903 | $3,025iApproximate average salary by contribution assumption: employee only about $75,627 at 4% or $50,418 at 6%; with 50% employer match about $50,418 at 4% or $33,612 at 6%; with 100% employer match about $37,814 at 4% or $25,209 at 6%. |
| 2015 | 1 | 84 | $338,867 | $111,725 | $1,330iApproximate average salary by contribution assumption: employee only about $33,251 at 4% or $22,168 at 6%; with 50% employer match about $22,168 at 4% or $14,778 at 6%; with 100% employer match about $16,626 at 4% or $11,084 at 6%. |
| S Brooks and Associates 401K Plan | - | 84 | $338,867 | $111,725 | $1,330iApproximate average salary by contribution assumption: employee only about $33,251 at 4% or $22,168 at 6%; with 50% employer match about $22,168 at 4% or $14,778 at 6%; with 100% employer match about $16,626 at 4% or $11,084 at 6%. |
| 2014 | 1 | 80 | $285,609 | $136,867 | $1,711iApproximate average salary by contribution assumption: employee only about $42,771 at 4% or $28,514 at 6%; with 50% employer match about $28,514 at 4% or $19,009 at 6%; with 100% employer match about $21,385 at 4% or $14,257 at 6%. |
| S Brooks and Associates 401K Plan | - | 80 | $285,609 | $136,867 | $1,711iApproximate average salary by contribution assumption: employee only about $42,771 at 4% or $28,514 at 6%; with 50% employer match about $28,514 at 4% or $19,009 at 6%; with 100% employer match about $21,385 at 4% or $14,257 at 6%. |
| 2013 | 1 | 62 | $207,203 | $149,680 | $2,414iApproximate average salary by contribution assumption: employee only about $60,355 at 4% or $40,237 at 6%; with 50% employer match about $40,237 at 4% or $26,824 at 6%; with 100% employer match about $30,177 at 4% or $20,118 at 6%. |
| S Brooks and Associates 401K Plan | - | 62 | $207,203 | $149,680 | $2,414iApproximate average salary by contribution assumption: employee only about $60,355 at 4% or $40,237 at 6%; with 50% employer match about $40,237 at 4% or $26,824 at 6%; with 100% employer match about $30,177 at 4% or $20,118 at 6%. |
| 2012 | 1 | 16 | $86,450 | $75,998 | $4,750iApproximate average salary by contribution assumption: employee only about $118,747 at 4% or $79,165 at 6%; with 50% employer match about $79,165 at 4% or $52,776 at 6%; with 100% employer match about $59,373 at 4% or $39,582 at 6%. |
| S Brooks and Associates 401K Plan | - | 16 | $86,450 | $75,998 | $4,750iApproximate average salary by contribution assumption: employee only about $118,747 at 4% or $79,165 at 6%; with 50% employer match about $79,165 at 4% or $52,776 at 6%; with 100% employer match about $59,373 at 4% or $39,582 at 6%. |
| 2011 | 1 | 13 | $40,130 | $41,925 | $3,225iApproximate average salary by contribution assumption: employee only about $80,625 at 4% or $53,750 at 6%; with 50% employer match about $53,750 at 4% or $35,833 at 6%; with 100% employer match about $40,313 at 4% or $26,875 at 6%. |
| S Brooks and Associates 401K Plan | - | 13 | $40,130 | $41,925 | $3,225iApproximate average salary by contribution assumption: employee only about $80,625 at 4% or $53,750 at 6%; with 50% employer match about $53,750 at 4% or $35,833 at 6%; with 100% employer match about $40,313 at 4% or $26,875 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| S. BROOKS AND ASSOCIATES, INC. SECTION 125 FLEX PLAN | - | 4 | - | - | - |