Civic Intelligence

Aaron S. Bregman

Plan context: AARON S. BREGMAN PROFIT SHARING PLAN AND TRUST

EIN 27-4398972 • Calabasas, CA • 28 filings • 2 plans

5000 N. Parkway CalabasasSuite 302Calabasas, CA 91302
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$446,875

2024 Contributions

$19,800

Historical Graphs

Total Assets Over Time

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

$1,390,459$695,230$0201020172024YearValue
$446,875Latest year 2024

Participants Over Time

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

210201020172024YearValue
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$446,875$0-
AARON S. BREGMAN PROFIT SHARING PLAN AND TRUST-2$446,875$0-
202312$402,980$19,800$9,900iApproximate average salary by contribution assumption: employee only about $247,500 at 4% or $165,000 at 6%; with 50% employer match about $165,000 at 4% or $110,000 at 6%; with 100% employer match about $123,750 at 4% or $82,500 at 6%.
AARON S. BREGMAN PROFIT SHARING PLAN AND TRUST-2$402,980$19,800$9,900iApproximate average salary by contribution assumption: employee only about $247,500 at 4% or $165,000 at 6%; with 50% employer match about $165,000 at 4% or $110,000 at 6%; with 100% employer match about $123,750 at 4% or $82,500 at 6%.
202222$1,157,697$0-
Aaron S. Bregman Defined Benefit Pension Plan-1$820,577$0-
AARON S. BREGMAN PROFIT SHARING PLAN AND TRUST-2$337,120$0-
202122$1,390,459$60,760$30,380iApproximate average salary by contribution assumption: employee only about $759,500 at 4% or $506,333 at 6%; with 50% employer match about $506,333 at 4% or $337,556 at 6%; with 100% employer match about $379,750 at 4% or $253,167 at 6%.
Aaron S. Bregman Defined Benefit Pension Plan-2$1,022,145$0-
AARON S. BREGMAN PROFIT SHARING PLAN AND TRUST-2$368,314$60,760$30,380iApproximate average salary by contribution assumption: employee only about $759,500 at 4% or $506,333 at 6%; with 50% employer match about $506,333 at 4% or $337,556 at 6%; with 100% employer match about $379,750 at 4% or $253,167 at 6%.
202022$1,197,294$59,500$29,750iApproximate average salary by contribution assumption: employee only about $743,750 at 4% or $495,833 at 6%; with 50% employer match about $495,833 at 4% or $330,556 at 6%; with 100% employer match about $371,875 at 4% or $247,917 at 6%.
Aaron S. Bregman Defined Benefit Pension Plan-2$902,788$0-
AARON S. BREGMAN PROFIT SHARING PLAN AND TRUST-2$294,506$59,500$29,750iApproximate average salary by contribution assumption: employee only about $743,750 at 4% or $495,833 at 6%; with 50% employer match about $495,833 at 4% or $330,556 at 6%; with 100% employer match about $371,875 at 4% or $247,917 at 6%.
201922$969,629$19,800$9,900iApproximate average salary by contribution assumption: employee only about $247,500 at 4% or $165,000 at 6%; with 50% employer match about $165,000 at 4% or $110,000 at 6%; with 100% employer match about $123,750 at 4% or $82,500 at 6%.
Aaron S. Bregman Defined Benefit Pension Plan-2$760,408$0-
AARON S. BREGMAN PROFIT SHARING PLAN AND TRUST-2$209,221$19,800$9,900iApproximate average salary by contribution assumption: employee only about $247,500 at 4% or $165,000 at 6%; with 50% employer match about $165,000 at 4% or $110,000 at 6%; with 100% employer match about $123,750 at 4% or $82,500 at 6%.
201822$801,495$57,375$28,688iApproximate average salary by contribution assumption: employee only about $717,188 at 4% or $478,125 at 6%; with 50% employer match about $478,125 at 4% or $318,750 at 6%; with 100% employer match about $358,594 at 4% or $239,063 at 6%.
Aaron S. Bregman Defined Benefit Pension Plan-2$628,800$0-
AARON S. BREGMAN PROFIT SHARING PLAN AND TRUST-2$172,695$57,375$28,688iApproximate average salary by contribution assumption: employee only about $717,188 at 4% or $478,125 at 6%; with 50% employer match about $478,125 at 4% or $318,750 at 6%; with 100% employer match about $358,594 at 4% or $239,063 at 6%.
201722$845,710$7,185$3,593iApproximate average salary by contribution assumption: employee only about $89,813 at 4% or $59,875 at 6%; with 50% employer match about $59,875 at 4% or $39,917 at 6%; with 100% employer match about $44,906 at 4% or $29,938 at 6%.
Aaron S. Bregman Defined Benefit Pension Plan-2$716,833$0-
AARON S. BREGMAN PROFIT SHARING PLAN AND TRUST-2$128,877$7,185$3,593iApproximate average salary by contribution assumption: employee only about $89,813 at 4% or $59,875 at 6%; with 50% employer match about $59,875 at 4% or $39,917 at 6%; with 100% employer match about $44,906 at 4% or $29,938 at 6%.
201622$677,218$46,945$23,473iApproximate average salary by contribution assumption: employee only about $586,813 at 4% or $391,208 at 6%; with 50% employer match about $391,208 at 4% or $260,806 at 6%; with 100% employer match about $293,406 at 4% or $195,604 at 6%.
Aaron S. Bregman Defined Benefit Pension Plan-2$561,680$0-
AARON S. BREGMAN PROFIT SHARING PLAN AND TRUST-2$115,538$46,945$23,473iApproximate average salary by contribution assumption: employee only about $586,813 at 4% or $391,208 at 6%; with 50% employer match about $391,208 at 4% or $260,806 at 6%; with 100% employer match about $293,406 at 4% or $195,604 at 6%.
201522$563,730$80,480$40,240iApproximate average salary by contribution assumption: employee only about $1,006,000 at 4% or $670,667 at 6%; with 50% employer match about $670,667 at 4% or $447,111 at 6%; with 100% employer match about $503,000 at 4% or $335,333 at 6%.
Aaron S. Bregman Defined Benefit Pension Plan-2$492,980$62,000$31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%.
AARON S. BREGMAN PROFIT SHARING PLAN AND TRUST-2$70,750$18,480$9,240iApproximate average salary by contribution assumption: employee only about $231,000 at 4% or $154,000 at 6%; with 50% employer match about $154,000 at 4% or $102,667 at 6%; with 100% employer match about $115,500 at 4% or $77,000 at 6%.
201422$515,668$22,165$11,083iApproximate average salary by contribution assumption: employee only about $277,063 at 4% or $184,708 at 6%; with 50% employer match about $184,708 at 4% or $123,139 at 6%; with 100% employer match about $138,531 at 4% or $92,354 at 6%.
Aaron S. Bregman Defined Benefit Pension Plan-2$463,238$18,845$9,423iApproximate average salary by contribution assumption: employee only about $235,563 at 4% or $157,042 at 6%; with 50% employer match about $157,042 at 4% or $104,694 at 6%; with 100% employer match about $117,781 at 4% or $78,521 at 6%.
AARON S. BREGMAN PROFIT SHARING PLAN AND TRUST-2$52,430$3,320$1,660iApproximate average salary by contribution assumption: employee only about $41,500 at 4% or $27,667 at 6%; with 50% employer match about $27,667 at 4% or $18,444 at 6%; with 100% employer match about $20,750 at 4% or $13,833 at 6%.
201322$489,266$147,820$73,910iApproximate average salary by contribution assumption: employee only about $1,847,750 at 4% or $1,231,833 at 6%; with 50% employer match about $1,231,833 at 4% or $821,222 at 6%; with 100% employer match about $923,875 at 4% or $615,917 at 6%.
Aaron S. Bregman Defined Benefit Pension Plan-2$437,873$130,000$65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%.
AARON S. BREGMAN PROFIT SHARING PLAN AND TRUST-2$51,393$17,820$8,910iApproximate average salary by contribution assumption: employee only about $222,750 at 4% or $148,500 at 6%; with 50% employer match about $148,500 at 4% or $99,000 at 6%; with 100% employer match about $111,375 at 4% or $74,250 at 6%.
201222$272,727$0-
Aaron S. Bregman Defined Benefit Pension Plan-2$242,220$0-
AARON S. BREGMAN PROFIT SHARING PLAN AND TRUST-2$30,507$0-
201122$253,131$133,405$66,703iApproximate average salary by contribution assumption: employee only about $1,667,563 at 4% or $1,111,708 at 6%; with 50% employer match about $1,111,708 at 4% or $741,139 at 6%; with 100% employer match about $833,781 at 4% or $555,854 at 6%.
Aaron S. Bregman Defined Benefit Pension Plan-2$222,625$120,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
AARON S. BREGMAN PROFIT SHARING PLAN AND TRUST-2$30,506$13,405$6,703iApproximate average salary by contribution assumption: employee only about $167,563 at 4% or $111,708 at 6%; with 50% employer match about $111,708 at 4% or $74,472 at 6%; with 100% employer match about $83,781 at 4% or $55,854 at 6%.
201022$133,874$133,874$66,937iApproximate average salary by contribution assumption: employee only about $1,673,425 at 4% or $1,115,617 at 6%; with 50% employer match about $1,115,617 at 4% or $743,744 at 6%; with 100% employer match about $836,713 at 4% or $557,808 at 6%.
Aaron S. Bregman Defined Benefit Pension Plan-2$116,774$116,774$58,387iApproximate average salary by contribution assumption: employee only about $1,459,675 at 4% or $973,117 at 6%; with 50% employer match about $973,117 at 4% or $648,744 at 6%; with 100% employer match about $729,838 at 4% or $486,558 at 6%.
AARON S. BREGMAN PROFIT SHARING PLAN AND TRUST-2$17,100$17,100$8,550iApproximate average salary by contribution assumption: employee only about $213,750 at 4% or $142,500 at 6%; with 50% employer match about $142,500 at 4% or $95,000 at 6%; with 100% employer match about $106,875 at 4% or $71,250 at 6%.