Civic Intelligence

Lisa Breuner, Dpm Inc.

Plan context: Lisa Breuner, Dpm Profit Sharing 401K Plan

EIN 20-0210048 • Pleasanton, CA • 22 filings • 2 plans

4456 Black Avenue Suite 100Pleasanton, CA 94566
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,456,449

2024 Contributions

$22,327

Historical Graphs

Total Assets Over Time

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

$2,456,449$1,228,225$0200320132023YearValue
$2,456,449Latest year 2023

Participants Over Time

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

740200320132023YearValue
6Latest year 2023

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
202410$0$22,327-
Lisa Breuner, Dpm Profit Sharing 401K Plan-0$0$22,327-
202316$2,456,449$43,560$7,260iApproximate average salary by contribution assumption: employee only about $181,500 at 4% or $121,000 at 6%; with 50% employer match about $121,000 at 4% or $80,667 at 6%; with 100% employer match about $90,750 at 4% or $60,500 at 6%.
Lisa Breuner, Dpm Profit Sharing 401K Plan-6$2,456,449$43,560$7,260iApproximate average salary by contribution assumption: employee only about $181,500 at 4% or $121,000 at 6%; with 50% employer match about $121,000 at 4% or $80,667 at 6%; with 100% employer match about $90,750 at 4% or $60,500 at 6%.
202216$2,087,771$44,376$7,396iApproximate average salary by contribution assumption: employee only about $184,900 at 4% or $123,267 at 6%; with 50% employer match about $123,267 at 4% or $82,178 at 6%; with 100% employer match about $92,450 at 4% or $61,633 at 6%.
Lisa Breuner, Dpm Profit Sharing 401K Plan-6$2,087,771$44,376$7,396iApproximate average salary by contribution assumption: employee only about $184,900 at 4% or $123,267 at 6%; with 50% employer match about $123,267 at 4% or $82,178 at 6%; with 100% employer match about $92,450 at 4% or $61,633 at 6%.
202116$2,450,295$43,831$7,305iApproximate average salary by contribution assumption: employee only about $182,629 at 4% or $121,753 at 6%; with 50% employer match about $121,753 at 4% or $81,169 at 6%; with 100% employer match about $91,315 at 4% or $60,876 at 6%.
Lisa Breuner, Dpm Profit Sharing 401K Plan-6$2,450,295$43,831$7,305iApproximate average salary by contribution assumption: employee only about $182,629 at 4% or $121,753 at 6%; with 50% employer match about $121,753 at 4% or $81,169 at 6%; with 100% employer match about $91,315 at 4% or $60,876 at 6%.
202017$2,047,322$44,284$6,326iApproximate average salary by contribution assumption: employee only about $158,157 at 4% or $105,438 at 6%; with 50% employer match about $105,438 at 4% or $70,292 at 6%; with 100% employer match about $79,079 at 4% or $52,719 at 6%.
Lisa Breuner, Dpm Profit Sharing 401K Plan-7$2,047,322$44,284$6,326iApproximate average salary by contribution assumption: employee only about $158,157 at 4% or $105,438 at 6%; with 50% employer match about $105,438 at 4% or $70,292 at 6%; with 100% employer match about $79,079 at 4% or $52,719 at 6%.
201917$1,829,565$42,654$6,093iApproximate average salary by contribution assumption: employee only about $152,336 at 4% or $101,557 at 6%; with 50% employer match about $101,557 at 4% or $67,705 at 6%; with 100% employer match about $76,168 at 4% or $50,779 at 6%.
Lisa Breuner, Dpm Profit Sharing 401K Plan-7$1,829,565$42,654$6,093iApproximate average salary by contribution assumption: employee only about $152,336 at 4% or $101,557 at 6%; with 50% employer match about $101,557 at 4% or $67,705 at 6%; with 100% employer match about $76,168 at 4% or $50,779 at 6%.
201817$1,545,468$40,361$5,766iApproximate average salary by contribution assumption: employee only about $144,146 at 4% or $96,098 at 6%; with 50% employer match about $96,098 at 4% or $64,065 at 6%; with 100% employer match about $72,073 at 4% or $48,049 at 6%.
Lisa Breuner, Dpm Profit Sharing 401K Plan-7$1,545,468$40,361$5,766iApproximate average salary by contribution assumption: employee only about $144,146 at 4% or $96,098 at 6%; with 50% employer match about $96,098 at 4% or $64,065 at 6%; with 100% employer match about $72,073 at 4% or $48,049 at 6%.
201716$1,615,094$93,369$15,562iApproximate average salary by contribution assumption: employee only about $389,038 at 4% or $259,358 at 6%; with 50% employer match about $259,358 at 4% or $172,906 at 6%; with 100% employer match about $194,519 at 4% or $129,679 at 6%.
Lisa Breuner, Dpm Profit Sharing 401K Plan-6$1,615,094$93,369$15,562iApproximate average salary by contribution assumption: employee only about $389,038 at 4% or $259,358 at 6%; with 50% employer match about $259,358 at 4% or $172,906 at 6%; with 100% employer match about $194,519 at 4% or $129,679 at 6%.
201617$1,339,122$99,932$14,276iApproximate average salary by contribution assumption: employee only about $356,900 at 4% or $237,933 at 6%; with 50% employer match about $237,933 at 4% or $158,622 at 6%; with 100% employer match about $178,450 at 4% or $118,967 at 6%.
Lisa Breuner, Dpm Profit Sharing 401K Plan-7$1,339,122$99,932$14,276iApproximate average salary by contribution assumption: employee only about $356,900 at 4% or $237,933 at 6%; with 50% employer match about $237,933 at 4% or $158,622 at 6%; with 100% employer match about $178,450 at 4% or $118,967 at 6%.
201516$1,223,897$33,185$5,531iApproximate average salary by contribution assumption: employee only about $138,271 at 4% or $92,181 at 6%; with 50% employer match about $92,181 at 4% or $61,454 at 6%; with 100% employer match about $69,135 at 4% or $46,090 at 6%.
Lisa Breuner, Dpm Profit Sharing 401K Plan-6$1,223,897$33,185$5,531iApproximate average salary by contribution assumption: employee only about $138,271 at 4% or $92,181 at 6%; with 50% employer match about $92,181 at 4% or $61,454 at 6%; with 100% employer match about $69,135 at 4% or $46,090 at 6%.
201416$1,206,313$78,124$13,021iApproximate average salary by contribution assumption: employee only about $325,517 at 4% or $217,011 at 6%; with 50% employer match about $217,011 at 4% or $144,674 at 6%; with 100% employer match about $162,758 at 4% or $108,506 at 6%.
Lisa Breuner, Dpm Profit Sharing 401K Plan-6$1,206,313$78,124$13,021iApproximate average salary by contribution assumption: employee only about $325,517 at 4% or $217,011 at 6%; with 50% employer match about $217,011 at 4% or $144,674 at 6%; with 100% employer match about $162,758 at 4% or $108,506 at 6%.
201316$1,102,316$72,171$12,029iApproximate average salary by contribution assumption: employee only about $300,713 at 4% or $200,475 at 6%; with 50% employer match about $200,475 at 4% or $133,650 at 6%; with 100% employer match about $150,356 at 4% or $100,238 at 6%.
Lisa Breuner, Dpm Profit Sharing 401K Plan-6$1,102,316$72,171$12,029iApproximate average salary by contribution assumption: employee only about $300,713 at 4% or $200,475 at 6%; with 50% employer match about $200,475 at 4% or $133,650 at 6%; with 100% employer match about $150,356 at 4% or $100,238 at 6%.
201215$887,051$143,708$28,742iApproximate average salary by contribution assumption: employee only about $718,540 at 4% or $479,027 at 6%; with 50% employer match about $479,027 at 4% or $319,351 at 6%; with 100% employer match about $359,270 at 4% or $239,513 at 6%.
Lisa Breuner, Dpm Profit Sharing 401K Plan-5$887,051$143,708$28,742iApproximate average salary by contribution assumption: employee only about $718,540 at 4% or $479,027 at 6%; with 50% employer match about $479,027 at 4% or $319,351 at 6%; with 100% employer match about $359,270 at 4% or $239,513 at 6%.
201115$751,744$72,826$14,565iApproximate average salary by contribution assumption: employee only about $364,130 at 4% or $242,753 at 6%; with 50% employer match about $242,753 at 4% or $161,836 at 6%; with 100% employer match about $182,065 at 4% or $121,377 at 6%.
Lisa Breuner, Dpm Profit Sharing 401K Plan-5$751,744$72,826$14,565iApproximate average salary by contribution assumption: employee only about $364,130 at 4% or $242,753 at 6%; with 50% employer match about $242,753 at 4% or $161,836 at 6%; with 100% employer match about $182,065 at 4% or $121,377 at 6%.
201015$678,804$76,331$15,266iApproximate average salary by contribution assumption: employee only about $381,655 at 4% or $254,437 at 6%; with 50% employer match about $254,437 at 4% or $169,624 at 6%; with 100% employer match about $190,828 at 4% or $127,218 at 6%.
Lisa Breuner, Dpm Profit Sharing 401K Plan-5$678,804$76,331$15,266iApproximate average salary by contribution assumption: employee only about $381,655 at 4% or $254,437 at 6%; with 50% employer match about $254,437 at 4% or $169,624 at 6%; with 100% employer match about $190,828 at 4% or $127,218 at 6%.
200915$550,466$78,485$15,697iApproximate average salary by contribution assumption: employee only about $392,425 at 4% or $261,617 at 6%; with 50% employer match about $261,617 at 4% or $174,411 at 6%; with 100% employer match about $196,213 at 4% or $130,808 at 6%.
Lisa Breuner, Dpm Profit Sharing 401K Plan-5$550,466$78,485$15,697iApproximate average salary by contribution assumption: employee only about $392,425 at 4% or $261,617 at 6%; with 50% employer match about $261,617 at 4% or $174,411 at 6%; with 100% employer match about $196,213 at 4% or $130,808 at 6%.
200814$410,915$70,891$17,723iApproximate average salary by contribution assumption: employee only about $443,069 at 4% or $295,379 at 6%; with 50% employer match about $295,379 at 4% or $196,919 at 6%; with 100% employer match about $221,534 at 4% or $147,690 at 6%.
Lisa Breuner, Dpm Profit Sharing 401K Plan-4$410,915$70,891$17,723iApproximate average salary by contribution assumption: employee only about $443,069 at 4% or $295,379 at 6%; with 50% employer match about $295,379 at 4% or $196,919 at 6%; with 100% employer match about $221,534 at 4% or $147,690 at 6%.
200714$405,407$69,647$17,412iApproximate average salary by contribution assumption: employee only about $435,294 at 4% or $290,196 at 6%; with 50% employer match about $290,196 at 4% or $193,464 at 6%; with 100% employer match about $217,647 at 4% or $145,098 at 6%.
Lisa Breuner, Dpm Profit Sharing 401K Plan-4$405,407$69,647$17,412iApproximate average salary by contribution assumption: employee only about $435,294 at 4% or $290,196 at 6%; with 50% employer match about $290,196 at 4% or $193,464 at 6%; with 100% employer match about $217,647 at 4% or $145,098 at 6%.
200614$324,966$67,428$16,857iApproximate average salary by contribution assumption: employee only about $421,425 at 4% or $280,950 at 6%; with 50% employer match about $280,950 at 4% or $187,300 at 6%; with 100% employer match about $210,713 at 4% or $140,475 at 6%.
Lisa Breuner, Dpm Profit Sharing 401K Plan-4$324,966$67,428$16,857iApproximate average salary by contribution assumption: employee only about $421,425 at 4% or $280,950 at 6%; with 50% employer match about $280,950 at 4% or $187,300 at 6%; with 100% employer match about $210,713 at 4% or $140,475 at 6%.
200514$232,425$57,323$14,331iApproximate average salary by contribution assumption: employee only about $358,269 at 4% or $238,846 at 6%; with 50% employer match about $238,846 at 4% or $159,231 at 6%; with 100% employer match about $179,134 at 4% or $119,423 at 6%.
Lisa Breuner, Dpm Profit Sharing 401K Plan-4$232,425$57,323$14,331iApproximate average salary by contribution assumption: employee only about $358,269 at 4% or $238,846 at 6%; with 50% employer match about $238,846 at 4% or $159,231 at 6%; with 100% employer match about $179,134 at 4% or $119,423 at 6%.
200413$169,240$51,998$17,333iApproximate average salary by contribution assumption: employee only about $433,317 at 4% or $288,878 at 6%; with 50% employer match about $288,878 at 4% or $192,585 at 6%; with 100% employer match about $216,658 at 4% or $144,439 at 6%.
Lisa Breuner, Dpm Profit Sharing 401K Plan-3$169,240$51,998$17,333iApproximate average salary by contribution assumption: employee only about $433,317 at 4% or $288,878 at 6%; with 50% employer match about $288,878 at 4% or $192,585 at 6%; with 100% employer match about $216,658 at 4% or $144,439 at 6%.
200312$113,444$40,653$20,327iApproximate average salary by contribution assumption: employee only about $508,163 at 4% or $338,775 at 6%; with 50% employer match about $338,775 at 4% or $225,850 at 6%; with 100% employer match about $254,081 at 4% or $169,388 at 6%.
Lisa Breuner, Dpm Profit Sharing 401K Plan-2$113,444$40,653$20,327iApproximate average salary by contribution assumption: employee only about $508,163 at 4% or $338,775 at 6%; with 50% employer match about $338,775 at 4% or $225,850 at 6%; with 100% employer match about $254,081 at 4% or $169,388 at 6%.