Clear Brook Advisors Inc.
Plan context: Clear Brook Advisors Inc. 401(K) Plan
EIN 94-3405225 • 7 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$549,416
2024 Contributions
$97,480
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 | 7 | $549,416 | $97,480 | $13,926iApproximate average salary by contribution assumption: employee only about $348,143 at 4% or $232,095 at 6%; with 50% employer match about $232,095 at 4% or $154,730 at 6%; with 100% employer match about $174,071 at 4% or $116,048 at 6%. |
| Clear Brook Advisors Inc. 401(K) Plan | - | 7 | $549,416 | $97,480 | $13,926iApproximate average salary by contribution assumption: employee only about $348,143 at 4% or $232,095 at 6%; with 50% employer match about $232,095 at 4% or $154,730 at 6%; with 100% employer match about $174,071 at 4% or $116,048 at 6%. |
| 2023 | 1 | 7 | $414,269 | $98,070 | $14,010iApproximate average salary by contribution assumption: employee only about $350,250 at 4% or $233,500 at 6%; with 50% employer match about $233,500 at 4% or $155,667 at 6%; with 100% employer match about $175,125 at 4% or $116,750 at 6%. |
| Clear Brook Advisors Inc. 401(K) Plan | - | 7 | $414,269 | $98,070 | $14,010iApproximate average salary by contribution assumption: employee only about $350,250 at 4% or $233,500 at 6%; with 50% employer match about $233,500 at 4% or $155,667 at 6%; with 100% employer match about $175,125 at 4% or $116,750 at 6%. |
| 2022 | 1 | 7 | $261,391 | $90,275 | $12,896iApproximate average salary by contribution assumption: employee only about $322,411 at 4% or $214,940 at 6%; with 50% employer match about $214,940 at 4% or $143,294 at 6%; with 100% employer match about $161,205 at 4% or $107,470 at 6%. |
| Clear Brook Advisors Inc. 401(K) Plan | - | 7 | $261,391 | $90,275 | $12,896iApproximate average salary by contribution assumption: employee only about $322,411 at 4% or $214,940 at 6%; with 50% employer match about $214,940 at 4% or $143,294 at 6%; with 100% employer match about $161,205 at 4% or $107,470 at 6%. |
| 2021 | 1 | 6 | $208,895 | $102,287 | $17,048iApproximate average salary by contribution assumption: employee only about $426,196 at 4% or $284,131 at 6%; with 50% employer match about $284,131 at 4% or $189,420 at 6%; with 100% employer match about $213,098 at 4% or $142,065 at 6%. |
| Clear Brook Advisors Inc. 401(K) Plan | - | 6 | $208,895 | $102,287 | $17,048iApproximate average salary by contribution assumption: employee only about $426,196 at 4% or $284,131 at 6%; with 50% employer match about $284,131 at 4% or $189,420 at 6%; with 100% employer match about $213,098 at 4% or $142,065 at 6%. |
| 2020 | 1 | 5 | $93,155 | $84,757 | $16,951iApproximate average salary by contribution assumption: employee only about $423,785 at 4% or $282,523 at 6%; with 50% employer match about $282,523 at 4% or $188,349 at 6%; with 100% employer match about $211,893 at 4% or $141,262 at 6%. |
| Clear Brook Advisors Inc. 401(K) Plan | - | 5 | $93,155 | $84,757 | $16,951iApproximate average salary by contribution assumption: employee only about $423,785 at 4% or $282,523 at 6%; with 50% employer match about $282,523 at 4% or $188,349 at 6%; with 100% employer match about $211,893 at 4% or $141,262 at 6%. |
| 2010 | 1 | 0 | $0 | $0 | - |
| Clear Brook Advisors Inc. 401(K) Plan | - | 0 | - | - | - |
| 2009 | 1 | 2 | $276,738 | $42,342 | $21,171iApproximate average salary by contribution assumption: employee only about $529,275 at 4% or $352,850 at 6%; with 50% employer match about $352,850 at 4% or $235,233 at 6%; with 100% employer match about $264,638 at 4% or $176,425 at 6%. |
| Clear Brook Advisors Inc. 401(K) Plan | - | 2 | $276,738 | $42,342 | $21,171iApproximate average salary by contribution assumption: employee only about $529,275 at 4% or $352,850 at 6%; with 50% employer match about $352,850 at 4% or $235,233 at 6%; with 100% employer match about $264,638 at 4% or $176,425 at 6%. |