Civic Intelligence

Adam Brooks, MD Inc.

Plan context: Adam Brooks, MD 401(K) Plan & Trust

EIN 94-2684851 • Walnut Creek, CA • 22 filings • 3 plans

327 Drayton CourtWalnut Creek, CA 94598
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$103,475

2024 Contributions

$12,188

Historical Graphs

Total Assets Over Time

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

$1,578,967$789,484$0200020102024YearValue
$103,475Latest year 2024

Participants Over Time

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

630200120112024YearValue
6Latest 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
202416$103,475$12,188$2,031iApproximate average salary by contribution assumption: employee only about $50,783 at 4% or $33,856 at 6%; with 50% employer match about $33,856 at 4% or $22,570 at 6%; with 100% employer match about $25,392 at 4% or $16,928 at 6%.
Adam Brooks, MD 401(K) Plan & Trust-6$103,475$12,188$2,031iApproximate average salary by contribution assumption: employee only about $50,783 at 4% or $33,856 at 6%; with 50% employer match about $33,856 at 4% or $22,570 at 6%; with 100% employer match about $25,392 at 4% or $16,928 at 6%.
202315$88,590$87,207$17,441iApproximate average salary by contribution assumption: employee only about $436,035 at 4% or $290,690 at 6%; with 50% employer match about $290,690 at 4% or $193,793 at 6%; with 100% employer match about $218,018 at 4% or $145,345 at 6%.
Adam Brooks, MD 401(K) Plan & Trust-5$88,590$87,207$17,441iApproximate average salary by contribution assumption: employee only about $436,035 at 4% or $290,690 at 6%; with 50% employer match about $290,690 at 4% or $193,793 at 6%; with 100% employer match about $218,018 at 4% or $145,345 at 6%.
201821$165$0-
Adam Brooks, MD 401(K) Plan & Trust-1$165$0-
Adam Brooks, MD 401(K) Plan & Trust-0$0$0-
201713$1,578,967$0-
Adam Brooks, MD 401(K) Plan & Trust-3$1,578,967$0-
201613$1,539,327$12,152$4,051iApproximate average salary by contribution assumption: employee only about $101,267 at 4% or $67,511 at 6%; with 50% employer match about $67,511 at 4% or $45,007 at 6%; with 100% employer match about $50,633 at 4% or $33,756 at 6%.
Adam Brooks, MD 401(K) Plan & Trust-3$1,539,327$12,152$4,051iApproximate average salary by contribution assumption: employee only about $101,267 at 4% or $67,511 at 6%; with 50% employer match about $67,511 at 4% or $45,007 at 6%; with 100% employer match about $50,633 at 4% or $33,756 at 6%.
201512$1,494,535$0-
Adam Brooks, MD 401(K) Plan & Trust-2$1,494,535$0-
201412$1,548,976$0-
Adam Brooks, MD 401(K) Plan & Trust-2$1,548,976$0-
201312$1,526,715$0-
Adam Brooks, MD 401(K) Plan & Trust-2$1,526,715--
201212$1,435,426$0-
Adam Brooks, MD 401(K) Plan & Trust-2$1,435,426--
201112$1,287,052$26,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
Adam Brooks, MD 401(K) Plan & Trust-2$1,287,052$26,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
201012$1,228,545$0-
Adam Brooks, MD 401(K) Plan & Trust-2$1,228,545--
200912$1,132,698$52,080$26,040iApproximate average salary by contribution assumption: employee only about $651,000 at 4% or $434,000 at 6%; with 50% employer match about $434,000 at 4% or $289,333 at 6%; with 100% employer match about $325,500 at 4% or $217,000 at 6%.
Adam Brooks, MD 401(K) Plan & Trust-2$1,132,698$52,080$26,040iApproximate average salary by contribution assumption: employee only about $651,000 at 4% or $434,000 at 6%; with 50% employer match about $434,000 at 4% or $289,333 at 6%; with 100% employer match about $325,500 at 4% or $217,000 at 6%.
200811$893,381$49,667$49,667iApproximate average salary by contribution assumption: employee only about $1,241,675 at 4% or $827,783 at 6%; with 50% employer match about $827,783 at 4% or $551,856 at 6%; with 100% employer match about $620,838 at 4% or $413,892 at 6%.
Adam Brooks, MD 401(K) Plan & Trust-1$893,381$49,667$49,667iApproximate average salary by contribution assumption: employee only about $1,241,675 at 4% or $827,783 at 6%; with 50% employer match about $827,783 at 4% or $551,856 at 6%; with 100% employer match about $620,838 at 4% or $413,892 at 6%.
200712$1,105,587$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Adam Brooks, MD 401(K) Plan & Trust-2$1,105,587$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
200612$1,006,547$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
Adam Brooks, MD 401(K) Plan & Trust-2$1,006,547$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
200512$885,063$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Adam Brooks, MD 401(K) Plan & Trust-2$885,063$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200413$861,581$22,000$7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%.
Adam Brooks, MD 401(K) Plan & Trust-3$861,581$22,000$7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%.
200313$796,187$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Adam Brooks, MD 401(K) Plan & Trust-3$796,187$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
200214$636,793$15,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
Adam Brooks, MD 401(K) Plan & Trust-4$636,793$15,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
200113$772,355$35,522$11,841iApproximate average salary by contribution assumption: employee only about $296,017 at 4% or $197,344 at 6%; with 50% employer match about $197,344 at 4% or $131,563 at 6%; with 100% employer match about $148,008 at 4% or $98,672 at 6%.
Adam Brooks, MD 401(K) Plan & Trust-3$772,355$35,522$11,841iApproximate average salary by contribution assumption: employee only about $296,017 at 4% or $197,344 at 6%; with 50% employer match about $197,344 at 4% or $131,563 at 6%; with 100% employer match about $148,008 at 4% or $98,672 at 6%.
200010$844,702$0-
Adam Brooks, MD 401(K) Plan & Trust-0$844,702--