Civic Intelligence

Braunstein & Company LLC

Plan context: BRAUNSTEIN & COMPANY LLC 401K PROFIT SHARING PLAN & TRUST

EIN 30-0007439 • Philadelphia, PA • 20 filings • 4 plans

2334 Perot StPhiladelphia, PA 19130-2526
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$663,413

2024 Contributions

$66,238

Historical Graphs

Total Assets Over Time

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

$3,115,083$1,557,542$0201320182023YearValue
$663,413Latest year 2023

Participants Over Time

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

420201320182023YearValue
2Latest 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$66,238-
BRAUNSTEIN & COMPANY LLC 401K PROFIT SHARING PLAN & TRUST-0$0$66,238-
202312$663,413$27,550$13,775iApproximate average salary by contribution assumption: employee only about $344,375 at 4% or $229,583 at 6%; with 50% employer match about $229,583 at 4% or $153,056 at 6%; with 100% employer match about $172,188 at 4% or $114,792 at 6%.
BRAUNSTEIN & COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST-2$663,413$27,550$13,775iApproximate average salary by contribution assumption: employee only about $344,375 at 4% or $229,583 at 6%; with 50% employer match about $229,583 at 4% or $153,056 at 6%; with 100% employer match about $172,188 at 4% or $114,792 at 6%.
202224$613,756$343,679$85,920iApproximate average salary by contribution assumption: employee only about $2,147,994 at 4% or $1,431,996 at 6%; with 50% employer match about $1,431,996 at 4% or $954,664 at 6%; with 100% employer match about $1,073,997 at 4% or $715,998 at 6%.
BRAUNSTEIN & COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST-4$613,756$54,679$13,670iApproximate average salary by contribution assumption: employee only about $341,744 at 4% or $227,829 at 6%; with 50% employer match about $227,829 at 4% or $151,886 at 6%; with 100% employer match about $170,872 at 4% or $113,915 at 6%.
Braunstein & Company LLC Cash Balance Plan-0$0$289,000-
202124$3,115,083$371,709$92,927iApproximate average salary by contribution assumption: employee only about $2,323,181 at 4% or $1,548,788 at 6%; with 50% employer match about $1,548,788 at 4% or $1,032,525 at 6%; with 100% employer match about $1,161,591 at 4% or $774,394 at 6%.
Braunstein & Company LLC Cash Balance Plan-4$2,454,246$325,000$81,250iApproximate average salary by contribution assumption: employee only about $2,031,250 at 4% or $1,354,167 at 6%; with 50% employer match about $1,354,167 at 4% or $902,778 at 6%; with 100% employer match about $1,015,625 at 4% or $677,083 at 6%.
BRAUNSTEIN & COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST-3$660,837$46,709$15,570iApproximate average salary by contribution assumption: employee only about $389,242 at 4% or $259,494 at 6%; with 50% employer match about $259,494 at 4% or $172,996 at 6%; with 100% employer match about $194,621 at 4% or $129,747 at 6%.
202023$2,447,040$146,193$48,731iApproximate average salary by contribution assumption: employee only about $1,218,275 at 4% or $812,183 at 6%; with 50% employer match about $812,183 at 4% or $541,456 at 6%; with 100% employer match about $609,138 at 4% or $406,092 at 6%.
Braunstein & Company LLC Cash Balance Plan-3$1,915,176$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
BRAUNSTEIN & COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST-3$531,864$46,193$15,398iApproximate average salary by contribution assumption: employee only about $384,942 at 4% or $256,628 at 6%; with 50% employer match about $256,628 at 4% or $171,085 at 6%; with 100% employer match about $192,471 at 4% or $128,314 at 6%.
201923$1,839,753$361,885$120,628iApproximate average salary by contribution assumption: employee only about $3,015,708 at 4% or $2,010,472 at 6%; with 50% employer match about $2,010,472 at 4% or $1,340,315 at 6%; with 100% employer match about $1,507,854 at 4% or $1,005,236 at 6%.
Braunstein & Company LLC Cash Balance Plan-3$1,417,601$315,000$105,000iApproximate average salary by contribution assumption: employee only about $2,625,000 at 4% or $1,750,000 at 6%; with 50% employer match about $1,750,000 at 4% or $1,166,667 at 6%; with 100% employer match about $1,312,500 at 4% or $875,000 at 6%.
BRAUNSTEIN & COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST-3$422,152$46,885$15,628iApproximate average salary by contribution assumption: employee only about $390,708 at 4% or $260,472 at 6%; with 50% employer match about $260,472 at 4% or $173,648 at 6%; with 100% employer match about $195,354 at 4% or $130,236 at 6%.
201824$1,251,607$319,567$79,892iApproximate average salary by contribution assumption: employee only about $1,997,294 at 4% or $1,331,529 at 6%; with 50% employer match about $1,331,529 at 4% or $887,686 at 6%; with 100% employer match about $998,647 at 4% or $665,765 at 6%.
Braunstein & Company LLC Cash Balance Plan-4$943,741$270,000$67,500iApproximate average salary by contribution assumption: employee only about $1,687,500 at 4% or $1,125,000 at 6%; with 50% employer match about $1,125,000 at 4% or $750,000 at 6%; with 100% employer match about $843,750 at 4% or $562,500 at 6%.
BRAUNSTEIN COMPANY LLC 401 K PROFIT SHARING PLAN TRUST-3$307,866$49,567$16,522iApproximate average salary by contribution assumption: employee only about $413,058 at 4% or $275,372 at 6%; with 50% employer match about $275,372 at 4% or $183,581 at 6%; with 100% employer match about $206,529 at 4% or $137,686 at 6%.
201724$960,430$338,196$84,549iApproximate average salary by contribution assumption: employee only about $2,113,725 at 4% or $1,409,150 at 6%; with 50% employer match about $1,409,150 at 4% or $939,433 at 6%; with 100% employer match about $1,056,863 at 4% or $704,575 at 6%.
Braunstein & Company LLC Cash Balance Plan-4$681,123$293,748$73,437iApproximate average salary by contribution assumption: employee only about $1,835,925 at 4% or $1,223,950 at 6%; with 50% employer match about $1,223,950 at 4% or $815,967 at 6%; with 100% employer match about $917,963 at 4% or $611,975 at 6%.
BRAUNSTEIN COMPANY LLC 401 K PROFIT SHARING PLAN TRUST-4$279,307$44,448$11,112iApproximate average salary by contribution assumption: employee only about $277,800 at 4% or $185,200 at 6%; with 50% employer match about $185,200 at 4% or $123,467 at 6%; with 100% employer match about $138,900 at 4% or $92,600 at 6%.
201624$561,493$226,817$56,704iApproximate average salary by contribution assumption: employee only about $1,417,606 at 4% or $945,071 at 6%; with 50% employer match about $945,071 at 4% or $630,047 at 6%; with 100% employer match about $708,803 at 4% or $472,535 at 6%.
Braunstein & Company LLC Cash Balance Plan-4$361,410$180,981$45,245iApproximate average salary by contribution assumption: employee only about $1,131,131 at 4% or $754,088 at 6%; with 50% employer match about $754,088 at 4% or $502,725 at 6%; with 100% employer match about $565,566 at 4% or $377,044 at 6%.
BRAUNSTEIN COMPANY LLC 401 K PROFIT SHARING PLAN TRUST-3$200,083$45,836$15,279iApproximate average salary by contribution assumption: employee only about $381,967 at 4% or $254,644 at 6%; with 50% employer match about $254,644 at 4% or $169,763 at 6%; with 100% employer match about $190,983 at 4% or $127,322 at 6%.
201523$318,785$240,731$80,244iApproximate average salary by contribution assumption: employee only about $2,006,092 at 4% or $1,337,394 at 6%; with 50% employer match about $1,337,394 at 4% or $891,596 at 6%; with 100% employer match about $1,003,046 at 4% or $668,697 at 6%.
Braunstein & Company LLC Cash Balance Plan-3$177,087$177,087$59,029iApproximate average salary by contribution assumption: employee only about $1,475,725 at 4% or $983,817 at 6%; with 50% employer match about $983,817 at 4% or $655,878 at 6%; with 100% employer match about $737,863 at 4% or $491,908 at 6%.
BRAUNSTEIN COMPANY LLC 401 K PROFIT SHARING PLAN TRUST-3$141,698$63,644$21,215iApproximate average salary by contribution assumption: employee only about $530,367 at 4% or $353,578 at 6%; with 50% employer match about $353,578 at 4% or $235,719 at 6%; with 100% employer match about $265,183 at 4% or $176,789 at 6%.
201413$83,228$59,635$19,878iApproximate average salary by contribution assumption: employee only about $496,958 at 4% or $331,306 at 6%; with 50% employer match about $331,306 at 4% or $220,870 at 6%; with 100% employer match about $248,479 at 4% or $165,653 at 6%.
BRAUNSTEIN COMPANY LLC 401 K PROFIT SHARING PLAN TRUST-3$83,228$59,635$19,878iApproximate average salary by contribution assumption: employee only about $496,958 at 4% or $331,306 at 6%; with 50% employer match about $331,306 at 4% or $220,870 at 6%; with 100% employer match about $248,479 at 4% or $165,653 at 6%.
201311$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%.
BRAUNSTEIN COMPANY LLC 401 K PROFIT SHARING PLAN 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%.