Civic Intelligence

Brian Tracy Learning Systems

Plan context: Brian Tracy Learning Systems 401K Profit Sharing Plan & Trust

EIN 33-0128764 • Solana Beach, CA • 16 filings • 4 plans

991 Lomas Santa Fe Drive, Suite CPmb#4Solana Beach, CA 92075
Current Snapshot

Latest Year

2015

2015 Participants

19

2015 Assets

$524,892

2015 Contributions

$139,583

Historical Graphs

Total Assets Over Time

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

$1,172,471$586,236$0199920072014YearValue
$524,892Latest year 2014

Participants Over Time

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

21110199920072014YearValue
19Latest year 2014

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
201510$0$0-
Brian Tracy Learning Systems 401K Profit Sharing Plan & Trust-0$0$0-
2014119$524,892$139,583$7,346iApproximate average salary by contribution assumption: employee only about $183,662 at 4% or $122,441 at 6%; with 50% employer match about $122,441 at 4% or $81,627 at 6%; with 100% employer match about $91,831 at 4% or $61,221 at 6%.
Brian Tracy Learning Systems 401K Profit Sharing Plan & Trust-19$524,892$139,583$7,346iApproximate average salary by contribution assumption: employee only about $183,662 at 4% or $122,441 at 6%; with 50% employer match about $122,441 at 4% or $81,627 at 6%; with 100% employer match about $91,831 at 4% or $61,221 at 6%.
2013120$1,091,433$140,482$7,024iApproximate average salary by contribution assumption: employee only about $175,603 at 4% or $117,068 at 6%; with 50% employer match about $117,068 at 4% or $78,046 at 6%; with 100% employer match about $87,801 at 4% or $58,534 at 6%.
Brian Tracy Learning Systems 401K Profit Sharing Plan & Trust-20$1,091,433$140,482$7,024iApproximate average salary by contribution assumption: employee only about $175,603 at 4% or $117,068 at 6%; with 50% employer match about $117,068 at 4% or $78,046 at 6%; with 100% employer match about $87,801 at 4% or $58,534 at 6%.
2012120$828,655$131,469$6,573iApproximate average salary by contribution assumption: employee only about $164,336 at 4% or $109,558 at 6%; with 50% employer match about $109,558 at 4% or $73,038 at 6%; with 100% employer match about $82,168 at 4% or $54,779 at 6%.
Brian Tracy Learning Systems 401K Profit Sharing Plan & Trust-20$828,655$131,469$6,573iApproximate average salary by contribution assumption: employee only about $164,336 at 4% or $109,558 at 6%; with 50% employer match about $109,558 at 4% or $73,038 at 6%; with 100% employer match about $82,168 at 4% or $54,779 at 6%.
2011121$649,403$138,363$6,589iApproximate average salary by contribution assumption: employee only about $164,718 at 4% or $109,812 at 6%; with 50% employer match about $109,812 at 4% or $73,208 at 6%; with 100% employer match about $82,359 at 4% or $54,906 at 6%.
Brian Tracy Learning Systems 401K Profit Sharing Plan & Trust-21$649,403$138,363$6,589iApproximate average salary by contribution assumption: employee only about $164,718 at 4% or $109,812 at 6%; with 50% employer match about $109,812 at 4% or $73,208 at 6%; with 100% employer match about $82,359 at 4% or $54,906 at 6%.
2010119$1,117,468$102,789$5,410iApproximate average salary by contribution assumption: employee only about $135,249 at 4% or $90,166 at 6%; with 50% employer match about $90,166 at 4% or $60,111 at 6%; with 100% employer match about $67,624 at 4% or $45,083 at 6%.
Brian Tracy Learning Systems 401K Profit Sharing Plan & Trust-19$1,117,468$102,789$5,410iApproximate average salary by contribution assumption: employee only about $135,249 at 4% or $90,166 at 6%; with 50% employer match about $90,166 at 4% or $60,111 at 6%; with 100% employer match about $67,624 at 4% or $45,083 at 6%.
2009117$1,172,471$136,308$8,018iApproximate average salary by contribution assumption: employee only about $200,453 at 4% or $133,635 at 6%; with 50% employer match about $133,635 at 4% or $89,090 at 6%; with 100% employer match about $100,226 at 4% or $66,818 at 6%.
Brian Tracy Learning Systems 401K Profit Sharing Plan & Trust-17$1,172,471$136,308$8,018iApproximate average salary by contribution assumption: employee only about $200,453 at 4% or $133,635 at 6%; with 50% employer match about $133,635 at 4% or $89,090 at 6%; with 100% employer match about $100,226 at 4% or $66,818 at 6%.
2008113$853,181$162,348$12,488iApproximate average salary by contribution assumption: employee only about $312,208 at 4% or $208,138 at 6%; with 50% employer match about $208,138 at 4% or $138,759 at 6%; with 100% employer match about $156,104 at 4% or $104,069 at 6%.
Brian Tracy Learning Systems 401K Profit Sharing Plan & Trust-13$853,181$162,348$12,488iApproximate average salary by contribution assumption: employee only about $312,208 at 4% or $208,138 at 6%; with 50% employer match about $208,138 at 4% or $138,759 at 6%; with 100% employer match about $156,104 at 4% or $104,069 at 6%.
2007111$1,097,266$169,145$15,377iApproximate average salary by contribution assumption: employee only about $384,420 at 4% or $256,280 at 6%; with 50% employer match about $256,280 at 4% or $170,854 at 6%; with 100% employer match about $192,210 at 4% or $128,140 at 6%.
Brian Tracy Learning Systems 401K Profit Sharing Plan & Trust-11$1,097,266$169,145$15,377iApproximate average salary by contribution assumption: employee only about $384,420 at 4% or $256,280 at 6%; with 50% employer match about $256,280 at 4% or $170,854 at 6%; with 100% employer match about $192,210 at 4% or $128,140 at 6%.
2006113$939,320$168,668$12,974iApproximate average salary by contribution assumption: employee only about $324,362 at 4% or $216,241 at 6%; with 50% employer match about $216,241 at 4% or $144,161 at 6%; with 100% employer match about $162,181 at 4% or $108,121 at 6%.
Brian Tracy Learning Systems 401K Profit Sharing Plan & Trust-13$939,320$168,668$12,974iApproximate average salary by contribution assumption: employee only about $324,362 at 4% or $216,241 at 6%; with 50% employer match about $216,241 at 4% or $144,161 at 6%; with 100% employer match about $162,181 at 4% or $108,121 at 6%.
2005114$719,481$193,017$13,787iApproximate average salary by contribution assumption: employee only about $344,673 at 4% or $229,782 at 6%; with 50% employer match about $229,782 at 4% or $153,188 at 6%; with 100% employer match about $172,337 at 4% or $114,891 at 6%.
Brian Tracy Learning Systems 401K Profit Sharing Plan & Trust-14$719,481$193,017$13,787iApproximate average salary by contribution assumption: employee only about $344,673 at 4% or $229,782 at 6%; with 50% employer match about $229,782 at 4% or $153,188 at 6%; with 100% employer match about $172,337 at 4% or $114,891 at 6%.
2004115$486,025$137,242$9,149iApproximate average salary by contribution assumption: employee only about $228,737 at 4% or $152,491 at 6%; with 50% employer match about $152,491 at 4% or $101,661 at 6%; with 100% employer match about $114,368 at 4% or $76,246 at 6%.
Brian Tracy Learning Systems 401K Profit Sharing Plan & Trust-15$486,025$137,242$9,149iApproximate average salary by contribution assumption: employee only about $228,737 at 4% or $152,491 at 6%; with 50% employer match about $152,491 at 4% or $101,661 at 6%; with 100% employer match about $114,368 at 4% or $76,246 at 6%.
2003112$329,485$133,559$11,130iApproximate average salary by contribution assumption: employee only about $278,248 at 4% or $185,499 at 6%; with 50% employer match about $185,499 at 4% or $123,666 at 6%; with 100% employer match about $139,124 at 4% or $92,749 at 6%.
Brian Tracy Learning Systems 401K Profit Sharing Plan & Trust-12$329,485$133,559$11,130iApproximate average salary by contribution assumption: employee only about $278,248 at 4% or $185,499 at 6%; with 50% employer match about $185,499 at 4% or $123,666 at 6%; with 100% employer match about $139,124 at 4% or $92,749 at 6%.
2001111$141,757$40,870$3,715iApproximate average salary by contribution assumption: employee only about $92,886 at 4% or $61,924 at 6%; with 50% employer match about $61,924 at 4% or $41,283 at 6%; with 100% employer match about $46,443 at 4% or $30,962 at 6%.
Brian Tracy Learning Systems 401K Profit Sharing Plan & Trust-11$141,757$40,870$3,715iApproximate average salary by contribution assumption: employee only about $92,886 at 4% or $61,924 at 6%; with 50% employer match about $61,924 at 4% or $41,283 at 6%; with 100% employer match about $46,443 at 4% or $30,962 at 6%.
200019$104,511$33,452$3,717iApproximate average salary by contribution assumption: employee only about $92,922 at 4% or $61,948 at 6%; with 50% employer match about $61,948 at 4% or $41,299 at 6%; with 100% employer match about $46,461 at 4% or $30,974 at 6%.
Brian Tracy Learning Systems 401K Profit Sharing Plan & Trust-9$104,511$33,452$3,717iApproximate average salary by contribution assumption: employee only about $92,922 at 4% or $61,948 at 6%; with 50% employer match about $61,948 at 4% or $41,299 at 6%; with 100% employer match about $46,461 at 4% or $30,974 at 6%.
199916$74,632$57,076$9,513iApproximate average salary by contribution assumption: employee only about $237,817 at 4% or $158,544 at 6%; with 50% employer match about $158,544 at 4% or $105,696 at 6%; with 100% employer match about $118,908 at 4% or $79,272 at 6%.
Brian Tracy Learning Systems 401K Profit Sharing Plan & Trust-6$74,632$57,076$9,513iApproximate average salary by contribution assumption: employee only about $237,817 at 4% or $158,544 at 6%; with 50% employer match about $158,544 at 4% or $105,696 at 6%; with 100% employer match about $118,908 at 4% or $79,272 at 6%.