Civic Intelligence

Broker Associates PC

Plan context: Broker Associates PC

EIN 33-0768840 • Tustin, CA • 20 filings • 6 plans

13681 Newport Ave Ste 8312Tustin, CA 92780-4689
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$196,510

2024 Contributions

$68,617

Historical Graphs

Total Assets Over Time

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

$413,421$206,711$0200520152024YearValue
$196,510Latest year 2024

Participants Over Time

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

320200520152024YearValue
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$196,510$68,617$34,309iApproximate average salary by contribution assumption: employee only about $857,713 at 4% or $571,808 at 6%; with 50% employer match about $571,808 at 4% or $381,206 at 6%; with 100% employer match about $428,856 at 4% or $285,904 at 6%.
Broker Associates PC-2$196,510$68,617$34,309iApproximate average salary by contribution assumption: employee only about $857,713 at 4% or $571,808 at 6%; with 50% employer match about $571,808 at 4% or $381,206 at 6%; with 100% employer match about $428,856 at 4% or $285,904 at 6%.
202312$110,456$64,233$32,117iApproximate average salary by contribution assumption: employee only about $802,913 at 4% or $535,275 at 6%; with 50% employer match about $535,275 at 4% or $356,850 at 6%; with 100% employer match about $401,456 at 4% or $267,638 at 6%.
Broker Associates PC-2$110,456$64,233$32,117iApproximate average salary by contribution assumption: employee only about $802,913 at 4% or $535,275 at 6%; with 50% employer match about $535,275 at 4% or $356,850 at 6%; with 100% employer match about $401,456 at 4% or $267,638 at 6%.
202212$86,249$54,419$27,210iApproximate average salary by contribution assumption: employee only about $680,238 at 4% or $453,492 at 6%; with 50% employer match about $453,492 at 4% or $302,328 at 6%; with 100% employer match about $340,119 at 4% or $226,746 at 6%.
Broker Associates PC-2$86,249$54,419$27,210iApproximate average salary by contribution assumption: employee only about $680,238 at 4% or $453,492 at 6%; with 50% employer match about $453,492 at 4% or $302,328 at 6%; with 100% employer match about $340,119 at 4% or $226,746 at 6%.
202112$139,275$56,014$28,007iApproximate average salary by contribution assumption: employee only about $700,175 at 4% or $466,783 at 6%; with 50% employer match about $466,783 at 4% or $311,189 at 6%; with 100% employer match about $350,088 at 4% or $233,392 at 6%.
Broker Associates PC-2$139,275$56,014$28,007iApproximate average salary by contribution assumption: employee only about $700,175 at 4% or $466,783 at 6%; with 50% employer match about $466,783 at 4% or $311,189 at 6%; with 100% employer match about $350,088 at 4% or $233,392 at 6%.
202012$128,848$26,215$13,108iApproximate average salary by contribution assumption: employee only about $327,688 at 4% or $218,458 at 6%; with 50% employer match about $218,458 at 4% or $145,639 at 6%; with 100% employer match about $163,844 at 4% or $109,229 at 6%.
Broker Associates PC-2$128,848$26,215$13,108iApproximate average salary by contribution assumption: employee only about $327,688 at 4% or $218,458 at 6%; with 50% employer match about $218,458 at 4% or $145,639 at 6%; with 100% employer match about $163,844 at 4% or $109,229 at 6%.
201912$146,565$38,487$19,244iApproximate average salary by contribution assumption: employee only about $481,088 at 4% or $320,725 at 6%; with 50% employer match about $320,725 at 4% or $213,817 at 6%; with 100% employer match about $240,544 at 4% or $160,363 at 6%.
Broker Associates PC-2$146,565$38,487$19,244iApproximate average salary by contribution assumption: employee only about $481,088 at 4% or $320,725 at 6%; with 50% employer match about $320,725 at 4% or $213,817 at 6%; with 100% employer match about $240,544 at 4% or $160,363 at 6%.
201812$222,208$45,291$22,646iApproximate average salary by contribution assumption: employee only about $566,138 at 4% or $377,425 at 6%; with 50% employer match about $377,425 at 4% or $251,617 at 6%; with 100% employer match about $283,069 at 4% or $188,713 at 6%.
Broker Associates PC-2$222,208$45,291$22,646iApproximate average salary by contribution assumption: employee only about $566,138 at 4% or $377,425 at 6%; with 50% employer match about $377,425 at 4% or $251,617 at 6%; with 100% employer match about $283,069 at 4% or $188,713 at 6%.
201712$343,528$43,634$21,817iApproximate average salary by contribution assumption: employee only about $545,425 at 4% or $363,617 at 6%; with 50% employer match about $363,617 at 4% or $242,411 at 6%; with 100% employer match about $272,713 at 4% or $181,808 at 6%.
Broker Associates PC-2$343,528$43,634$21,817iApproximate average salary by contribution assumption: employee only about $545,425 at 4% or $363,617 at 6%; with 50% employer match about $363,617 at 4% or $242,411 at 6%; with 100% employer match about $272,713 at 4% or $181,808 at 6%.
201612$413,421$35,608$17,804iApproximate average salary by contribution assumption: employee only about $445,100 at 4% or $296,733 at 6%; with 50% employer match about $296,733 at 4% or $197,822 at 6%; with 100% employer match about $222,550 at 4% or $148,367 at 6%.
Broker Associates PC-2$413,421$35,608$17,804iApproximate average salary by contribution assumption: employee only about $445,100 at 4% or $296,733 at 6%; with 50% employer match about $296,733 at 4% or $197,822 at 6%; with 100% employer match about $222,550 at 4% or $148,367 at 6%.
201512$411,398$43,245$21,623iApproximate average salary by contribution assumption: employee only about $540,563 at 4% or $360,375 at 6%; with 50% employer match about $360,375 at 4% or $240,250 at 6%; with 100% employer match about $270,281 at 4% or $180,188 at 6%.
Broker Associates PC-2$411,398$43,245$21,623iApproximate average salary by contribution assumption: employee only about $540,563 at 4% or $360,375 at 6%; with 50% employer match about $360,375 at 4% or $240,250 at 6%; with 100% employer match about $270,281 at 4% or $180,188 at 6%.
201412$392,137$44,288$22,144iApproximate average salary by contribution assumption: employee only about $553,600 at 4% or $369,067 at 6%; with 50% employer match about $369,067 at 4% or $246,044 at 6%; with 100% employer match about $276,800 at 4% or $184,533 at 6%.
Broker Associates PC-2$392,137$44,288$22,144iApproximate average salary by contribution assumption: employee only about $553,600 at 4% or $369,067 at 6%; with 50% employer match about $369,067 at 4% or $246,044 at 6%; with 100% employer match about $276,800 at 4% or $184,533 at 6%.
201312$377,670$40,359$20,180iApproximate average salary by contribution assumption: employee only about $504,488 at 4% or $336,325 at 6%; with 50% employer match about $336,325 at 4% or $224,217 at 6%; with 100% employer match about $252,244 at 4% or $168,163 at 6%.
Broker Associates PC-2$377,670$40,359$20,180iApproximate average salary by contribution assumption: employee only about $504,488 at 4% or $336,325 at 6%; with 50% employer match about $336,325 at 4% or $224,217 at 6%; with 100% employer match about $252,244 at 4% or $168,163 at 6%.
201213$321,842$38,431$12,810iApproximate average salary by contribution assumption: employee only about $320,258 at 4% or $213,506 at 6%; with 50% employer match about $213,506 at 4% or $142,337 at 6%; with 100% employer match about $160,129 at 4% or $106,753 at 6%.
Broker Associates PC-3$321,842$38,431$12,810iApproximate average salary by contribution assumption: employee only about $320,258 at 4% or $213,506 at 6%; with 50% employer match about $213,506 at 4% or $142,337 at 6%; with 100% employer match about $160,129 at 4% or $106,753 at 6%.
201113$324,834$40,784$13,595iApproximate average salary by contribution assumption: employee only about $339,867 at 4% or $226,578 at 6%; with 50% employer match about $226,578 at 4% or $151,052 at 6%; with 100% employer match about $169,933 at 4% or $113,289 at 6%.
Broker Associates PC-3$324,834$40,784$13,595iApproximate average salary by contribution assumption: employee only about $339,867 at 4% or $226,578 at 6%; with 50% employer match about $226,578 at 4% or $151,052 at 6%; with 100% employer match about $169,933 at 4% or $113,289 at 6%.
201013$367,590$40,768$13,589iApproximate average salary by contribution assumption: employee only about $339,733 at 4% or $226,489 at 6%; with 50% employer match about $226,489 at 4% or $150,993 at 6%; with 100% employer match about $169,867 at 4% or $113,244 at 6%.
Broker Associates PC-3$367,590$40,768$13,589iApproximate average salary by contribution assumption: employee only about $339,733 at 4% or $226,489 at 6%; with 50% employer match about $226,489 at 4% or $150,993 at 6%; with 100% employer match about $169,867 at 4% or $113,244 at 6%.
200913$287,159$41,083$13,694iApproximate average salary by contribution assumption: employee only about $342,358 at 4% or $228,239 at 6%; with 50% employer match about $228,239 at 4% or $152,159 at 6%; with 100% employer match about $171,179 at 4% or $114,119 at 6%.
Broker Associates PC-3$287,159$41,083$13,694iApproximate average salary by contribution assumption: employee only about $342,358 at 4% or $228,239 at 6%; with 50% employer match about $228,239 at 4% or $152,159 at 6%; with 100% employer match about $171,179 at 4% or $114,119 at 6%.
200812$180,697$36,303$18,152iApproximate average salary by contribution assumption: employee only about $453,788 at 4% or $302,525 at 6%; with 50% employer match about $302,525 at 4% or $201,683 at 6%; with 100% employer match about $226,894 at 4% or $151,263 at 6%.
Broker Associates PC-2$180,697$36,303$18,152iApproximate average salary by contribution assumption: employee only about $453,788 at 4% or $302,525 at 6%; with 50% employer match about $302,525 at 4% or $201,683 at 6%; with 100% employer match about $226,894 at 4% or $151,263 at 6%.
200712$223,542$44,765$22,383iApproximate average salary by contribution assumption: employee only about $559,563 at 4% or $373,042 at 6%; with 50% employer match about $373,042 at 4% or $248,694 at 6%; with 100% employer match about $279,781 at 4% or $186,521 at 6%.
Broker Associates PC-2$223,542$44,765$22,383iApproximate average salary by contribution assumption: employee only about $559,563 at 4% or $373,042 at 6%; with 50% employer match about $373,042 at 4% or $248,694 at 6%; with 100% employer match about $279,781 at 4% or $186,521 at 6%.
200612$173,061$45,800$22,900iApproximate average salary by contribution assumption: employee only about $572,500 at 4% or $381,667 at 6%; with 50% employer match about $381,667 at 4% or $254,444 at 6%; with 100% employer match about $286,250 at 4% or $190,833 at 6%.
Broker Associates PC-2$173,061$45,800$22,900iApproximate average salary by contribution assumption: employee only about $572,500 at 4% or $381,667 at 6%; with 50% employer match about $381,667 at 4% or $254,444 at 6%; with 100% employer match about $286,250 at 4% or $190,833 at 6%.
200512$144,696$51,685$25,843iApproximate average salary by contribution assumption: employee only about $646,063 at 4% or $430,708 at 6%; with 50% employer match about $430,708 at 4% or $287,139 at 6%; with 100% employer match about $323,031 at 4% or $215,354 at 6%.
Broker Associates PC-2$144,696$51,685$25,843iApproximate average salary by contribution assumption: employee only about $646,063 at 4% or $430,708 at 6%; with 50% employer match about $430,708 at 4% or $287,139 at 6%; with 100% employer match about $323,031 at 4% or $215,354 at 6%.