Civic Intelligence

Kara L. Breen, a Sole Propietership

Plan context: Breen Realty 401(K) Profit Sharing Plan

EIN 26-3331484 • Cambria, CA • 6 filings • 1 plans

768 Main StreetCambria, CA 93428
Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$1,408,822

2018 Contributions

$50,000

Historical Graphs

Total Assets Over Time

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

$1,408,822$704,411$0201320152017YearValue
$1,408,822Latest year 2017

Participants Over Time

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

320201320152017YearValue
2Latest year 2017

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
201810$0$0-
Breen Realty 401(K) Profit Sharing Plan-0$0--
201712$1,408,822$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Breen Realty 401(K) Profit Sharing Plan-2$1,408,822$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201612$1,348,324$19,208$9,604iApproximate average salary by contribution assumption: employee only about $240,100 at 4% or $160,067 at 6%; with 50% employer match about $160,067 at 4% or $106,711 at 6%; with 100% employer match about $120,050 at 4% or $80,033 at 6%.
Breen Realty 401(K) Profit Sharing Plan-2$1,348,324$19,208$9,604iApproximate average salary by contribution assumption: employee only about $240,100 at 4% or $160,067 at 6%; with 50% employer match about $160,067 at 4% or $106,711 at 6%; with 100% employer match about $120,050 at 4% or $80,033 at 6%.
201512$1,244,577$22,671$11,336iApproximate average salary by contribution assumption: employee only about $283,388 at 4% or $188,925 at 6%; with 50% employer match about $188,925 at 4% or $125,950 at 6%; with 100% employer match about $141,694 at 4% or $94,463 at 6%.
Breen Realty 401(K) Profit Sharing Plan-2$1,244,577$22,671$11,336iApproximate average salary by contribution assumption: employee only about $283,388 at 4% or $188,925 at 6%; with 50% employer match about $188,925 at 4% or $125,950 at 6%; with 100% employer match about $141,694 at 4% or $94,463 at 6%.
201413$1,223,767$15,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Breen Realty 401(K) Profit Sharing Plan-3$1,223,767$15,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201313$1,205,635$49,291$16,430iApproximate average salary by contribution assumption: employee only about $410,758 at 4% or $273,839 at 6%; with 50% employer match about $273,839 at 4% or $182,559 at 6%; with 100% employer match about $205,379 at 4% or $136,919 at 6%.
Breen Realty 401(K) Profit Sharing Plan-3$1,205,635$49,291$16,430iApproximate average salary by contribution assumption: employee only about $410,758 at 4% or $273,839 at 6%; with 50% employer match about $273,839 at 4% or $182,559 at 6%; with 100% employer match about $205,379 at 4% or $136,919 at 6%.