Civic Intelligence

Brezack & Associates Planning

Plan context: Brezack & Associates Planning Retirement Trust

EIN 27-2276740 • Walnut Creek, CA • 8 filings • 1 plans

3000 Citrus Circle210Walnut Creek, CA 94598
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$83,060

2021 Contributions

$37,591

Historical Graphs

Total Assets Over Time

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

$318,756$159,378$0201420182021YearValue
$83,060Latest year 2021

Participants Over Time

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

530201420182021YearValue
2Latest year 2021

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
202112$83,060$37,591$18,796iApproximate average salary by contribution assumption: employee only about $469,888 at 4% or $313,258 at 6%; with 50% employer match about $313,258 at 4% or $208,839 at 6%; with 100% employer match about $234,944 at 4% or $156,629 at 6%.
Brezack & Associates Planning Retirement Trust-2$83,060$37,591$18,796iApproximate average salary by contribution assumption: employee only about $469,888 at 4% or $313,258 at 6%; with 50% employer match about $313,258 at 4% or $208,839 at 6%; with 100% employer match about $234,944 at 4% or $156,629 at 6%.
202013$318,756$40,838$13,613iApproximate average salary by contribution assumption: employee only about $340,317 at 4% or $226,878 at 6%; with 50% employer match about $226,878 at 4% or $151,252 at 6%; with 100% employer match about $170,158 at 4% or $113,439 at 6%.
Brezack & Associates Planning Retirement Trust-3$318,756$40,838$13,613iApproximate average salary by contribution assumption: employee only about $340,317 at 4% or $226,878 at 6%; with 50% employer match about $226,878 at 4% or $151,252 at 6%; with 100% employer match about $170,158 at 4% or $113,439 at 6%.
201913$229,852$51,629$17,210iApproximate average salary by contribution assumption: employee only about $430,242 at 4% or $286,828 at 6%; with 50% employer match about $286,828 at 4% or $191,219 at 6%; with 100% employer match about $215,121 at 4% or $143,414 at 6%.
Brezack & Associates Planning Retirement Trust-3$229,852$51,629$17,210iApproximate average salary by contribution assumption: employee only about $430,242 at 4% or $286,828 at 6%; with 50% employer match about $286,828 at 4% or $191,219 at 6%; with 100% employer match about $215,121 at 4% or $143,414 at 6%.
201815$176,314$44,308$8,862iApproximate average salary by contribution assumption: employee only about $221,540 at 4% or $147,693 at 6%; with 50% employer match about $147,693 at 4% or $98,462 at 6%; with 100% employer match about $110,770 at 4% or $73,847 at 6%.
Brezack & Associates Planning Retirement Trust-5$176,314$44,308$8,862iApproximate average salary by contribution assumption: employee only about $221,540 at 4% or $147,693 at 6%; with 50% employer match about $147,693 at 4% or $98,462 at 6%; with 100% employer match about $110,770 at 4% or $73,847 at 6%.
201715$145,563$41,549$8,310iApproximate average salary by contribution assumption: employee only about $207,745 at 4% or $138,497 at 6%; with 50% employer match about $138,497 at 4% or $92,331 at 6%; with 100% employer match about $103,872 at 4% or $69,248 at 6%.
Brezack & Associates Planning Retirement Trust-5$145,563$41,549$8,310iApproximate average salary by contribution assumption: employee only about $207,745 at 4% or $138,497 at 6%; with 50% employer match about $138,497 at 4% or $92,331 at 6%; with 100% employer match about $103,872 at 4% or $69,248 at 6%.
201614$87,599$66,069$16,517iApproximate average salary by contribution assumption: employee only about $412,931 at 4% or $275,288 at 6%; with 50% employer match about $275,288 at 4% or $183,525 at 6%; with 100% employer match about $206,466 at 4% or $137,644 at 6%.
Brezack & Associates Planning Retirement Trust-4$87,599$66,069$16,517iApproximate average salary by contribution assumption: employee only about $412,931 at 4% or $275,288 at 6%; with 50% employer match about $275,288 at 4% or $183,525 at 6%; with 100% employer match about $206,466 at 4% or $137,644 at 6%.
201513$49,505$28,586$9,529iApproximate average salary by contribution assumption: employee only about $238,217 at 4% or $158,811 at 6%; with 50% employer match about $158,811 at 4% or $105,874 at 6%; with 100% employer match about $119,108 at 4% or $79,406 at 6%.
Brezack & Associates Planning Retirement Trust-3$49,505$28,586$9,529iApproximate average salary by contribution assumption: employee only about $238,217 at 4% or $158,811 at 6%; with 50% employer match about $158,811 at 4% or $105,874 at 6%; with 100% employer match about $119,108 at 4% or $79,406 at 6%.
201411$23,000$23,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
Brezack & Associates Planning Retirement Trust-1$23,000$23,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.