Civic Intelligence

Brisa Investment Group Inc.

Plan context: Brisa Investment Group Inc. Profit Sharing Plan

EIN 26-3236841 • Dana Point, CA • 16 filings • 2 plans

33856 Diana DrDana Point, CA 92629
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$360,157

2024 Contributions

$1,440

Historical Graphs

Total Assets Over Time

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

$382,861$191,431$0200920172024YearValue
$360,157Latest year 2024

Participants Over Time

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

210200920172024YearValue
2Latest 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
202412$360,157$1,440$720iApproximate average salary by contribution assumption: employee only about $18,000 at 4% or $12,000 at 6%; with 50% employer match about $12,000 at 4% or $8,000 at 6%; with 100% employer match about $9,000 at 4% or $6,000 at 6%.
Brisa Investment Group Inc. Profit Sharing Plan-2$360,157$1,440$720iApproximate average salary by contribution assumption: employee only about $18,000 at 4% or $12,000 at 6%; with 50% employer match about $12,000 at 4% or $8,000 at 6%; with 100% employer match about $9,000 at 4% or $6,000 at 6%.
202312$370,188$7,100$3,550iApproximate average salary by contribution assumption: employee only about $88,750 at 4% or $59,167 at 6%; with 50% employer match about $59,167 at 4% or $39,444 at 6%; with 100% employer match about $44,375 at 4% or $29,583 at 6%.
Brisa Investment Group Inc. Profit Sharing Plan-2$370,188$7,100$3,550iApproximate average salary by contribution assumption: employee only about $88,750 at 4% or $59,167 at 6%; with 50% employer match about $59,167 at 4% or $39,444 at 6%; with 100% employer match about $44,375 at 4% or $29,583 at 6%.
202212$382,861$6,400$3,200iApproximate average salary by contribution assumption: employee only about $80,000 at 4% or $53,333 at 6%; with 50% employer match about $53,333 at 4% or $35,556 at 6%; with 100% employer match about $40,000 at 4% or $26,667 at 6%.
Brisa Investment Group Inc. Profit Sharing Plan-2$382,861$6,400$3,200iApproximate average salary by contribution assumption: employee only about $80,000 at 4% or $53,333 at 6%; with 50% employer match about $53,333 at 4% or $35,556 at 6%; with 100% employer match about $40,000 at 4% or $26,667 at 6%.
202112$336,379$0-
Brisa Investment Group Inc. Profit Sharing Plan-2$336,379--
202012$342,672$0-
Brisa Investment Group Inc. Profit Sharing Plan-2$342,672--
201912$280,834$0-
Brisa Investment Group Inc. Profit Sharing Plan-2$280,834--
201812$328,937$0-
Brisa Investment Group Inc. Profit Sharing Plan-2$328,937--
201712$277,659$0-
Brisa Investment Group Inc. Profit Sharing Plan-2$277,659--
201612$358,358$0-
Brisa Investment Group Inc. Profit Sharing Plan-2$358,358--
201512$283,944$0-
Brisa Investment Group Inc. Profit Sharing Plan-2$283,944--
201412$281,539$0-
Brisa Investment Group Inc. Profit Sharing Plan-2$281,539--
201312$240,150$0-
Brisa Investment Group Inc. Profit Sharing Plan-2$240,150--
201212$206,281$0-
Brisa Investment Group Inc. Profit Sharing Plan-2$206,281--
201112$176,716$0-
Brisa Investment Group Inc. Profit Sharing Plan-2$176,716--
201012$117,196$0-
Brisa Investment Group Inc. Profit Sharing Plan-2$117,196--
200912$17,751$0-
Brisa Investment Group Inc. Profit Sharing Plan-2$17,751--