Brian J. Mackert Inc
Plan context: BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC
EIN 34-1572167 • Gilbert, AZ • 12 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$1,302,627
2024 Contributions
$72,443
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 7 | $1,302,627 | $72,443 | $10,349iApproximate average salary by contribution assumption: employee only about $258,725 at 4% or $172,483 at 6%; with 50% employer match about $172,483 at 4% or $114,989 at 6%; with 100% employer match about $129,363 at 4% or $86,242 at 6%. |
| BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC | - | 7 | $1,302,627 | $72,443 | $10,349iApproximate average salary by contribution assumption: employee only about $258,725 at 4% or $172,483 at 6%; with 50% employer match about $172,483 at 4% or $114,989 at 6%; with 100% employer match about $129,363 at 4% or $86,242 at 6%. |
| 2023 | 1 | 8 | $1,194,441 | $117,846 | $14,731iApproximate average salary by contribution assumption: employee only about $368,269 at 4% or $245,513 at 6%; with 50% employer match about $245,513 at 4% or $163,675 at 6%; with 100% employer match about $184,134 at 4% or $122,756 at 6%. |
| BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC | - | 8 | $1,194,441 | $117,846 | $14,731iApproximate average salary by contribution assumption: employee only about $368,269 at 4% or $245,513 at 6%; with 50% employer match about $245,513 at 4% or $163,675 at 6%; with 100% employer match about $184,134 at 4% or $122,756 at 6%. |
| 2022 | 1 | 7 | $983,521 | $116,487 | $16,641iApproximate average salary by contribution assumption: employee only about $416,025 at 4% or $277,350 at 6%; with 50% employer match about $277,350 at 4% or $184,900 at 6%; with 100% employer match about $208,013 at 4% or $138,675 at 6%. |
| BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC | - | 7 | $983,521 | $116,487 | $16,641iApproximate average salary by contribution assumption: employee only about $416,025 at 4% or $277,350 at 6%; with 50% employer match about $277,350 at 4% or $184,900 at 6%; with 100% employer match about $208,013 at 4% or $138,675 at 6%. |
| 2021 | 1 | 7 | $981,931 | $119,990 | $17,141iApproximate average salary by contribution assumption: employee only about $428,536 at 4% or $285,690 at 6%; with 50% employer match about $285,690 at 4% or $190,460 at 6%; with 100% employer match about $214,268 at 4% or $142,845 at 6%. |
| BREAKTHROUGH 401K PLAN BRIAN J. MACKERT, INC. | - | 7 | $981,931 | $119,990 | $17,141iApproximate average salary by contribution assumption: employee only about $428,536 at 4% or $285,690 at 6%; with 50% employer match about $285,690 at 4% or $190,460 at 6%; with 100% employer match about $214,268 at 4% or $142,845 at 6%. |
| 2020 | 1 | 7 | $789,622 | $106,632 | $15,233iApproximate average salary by contribution assumption: employee only about $380,829 at 4% or $253,886 at 6%; with 50% employer match about $253,886 at 4% or $169,257 at 6%; with 100% employer match about $190,414 at 4% or $126,943 at 6%. |
| BREAKTHROUGH 401K PLAN BRIAN J. MACKERT, INC. | - | 7 | $789,622 | $106,632 | $15,233iApproximate average salary by contribution assumption: employee only about $380,829 at 4% or $253,886 at 6%; with 50% employer match about $253,886 at 4% or $169,257 at 6%; with 100% employer match about $190,414 at 4% or $126,943 at 6%. |
| 2019 | 2 | 6 | $608,636 | $65,828 | $10,971iApproximate average salary by contribution assumption: employee only about $274,283 at 4% or $182,856 at 6%; with 50% employer match about $182,856 at 4% or $121,904 at 6%; with 100% employer match about $137,142 at 4% or $91,428 at 6%. |
| BREAKTHROUGH 401K PLAN BRIAN J. MACKERT, INC. | - | 6 | $608,636 | $34,476 | $5,746iApproximate average salary by contribution assumption: employee only about $143,650 at 4% or $95,767 at 6%; with 50% employer match about $95,767 at 4% or $63,844 at 6%; with 100% employer match about $71,825 at 4% or $47,883 at 6%. |
| The Breakthrough 401K Plan | - | 0 | $0 | $31,352 | - |
| 2018 | 1 | 7 | $496,770 | $102,321 | $14,617iApproximate average salary by contribution assumption: employee only about $365,432 at 4% or $243,621 at 6%; with 50% employer match about $243,621 at 4% or $162,414 at 6%; with 100% employer match about $182,716 at 4% or $121,811 at 6%. |
| The Breakthrough 401K Plan | - | 7 | $496,770 | $102,321 | $14,617iApproximate average salary by contribution assumption: employee only about $365,432 at 4% or $243,621 at 6%; with 50% employer match about $243,621 at 4% or $162,414 at 6%; with 100% employer match about $182,716 at 4% or $121,811 at 6%. |
| 2017 | 1 | 8 | $406,048 | $116,475 | $14,559iApproximate average salary by contribution assumption: employee only about $363,984 at 4% or $242,656 at 6%; with 50% employer match about $242,656 at 4% or $161,771 at 6%; with 100% employer match about $181,992 at 4% or $121,328 at 6%. |
| The Breakthrough 401K Plan | - | 8 | $406,048 | $116,475 | $14,559iApproximate average salary by contribution assumption: employee only about $363,984 at 4% or $242,656 at 6%; with 50% employer match about $242,656 at 4% or $161,771 at 6%; with 100% employer match about $181,992 at 4% or $121,328 at 6%. |
| 2016 | 1 | 8 | $267,070 | $84,085 | $10,511iApproximate average salary by contribution assumption: employee only about $262,766 at 4% or $175,177 at 6%; with 50% employer match about $175,177 at 4% or $116,785 at 6%; with 100% employer match about $131,383 at 4% or $87,589 at 6%. |
| The Breakthrough 401K Plan | - | 8 | $267,070 | $84,085 | $10,511iApproximate average salary by contribution assumption: employee only about $262,766 at 4% or $175,177 at 6%; with 50% employer match about $175,177 at 4% or $116,785 at 6%; with 100% employer match about $131,383 at 4% or $87,589 at 6%. |
| 2015 | 1 | 7 | $167,247 | $87,766 | $12,538iApproximate average salary by contribution assumption: employee only about $313,450 at 4% or $208,967 at 6%; with 50% employer match about $208,967 at 4% or $139,311 at 6%; with 100% employer match about $156,725 at 4% or $104,483 at 6%. |
| The Breakthrough 401K Plan | - | 7 | $167,247 | $87,766 | $12,538iApproximate average salary by contribution assumption: employee only about $313,450 at 4% or $208,967 at 6%; with 50% employer match about $208,967 at 4% or $139,311 at 6%; with 100% employer match about $156,725 at 4% or $104,483 at 6%. |
| 2014 | 1 | 6 | $83,500 | $81,673 | $13,612iApproximate average salary by contribution assumption: employee only about $340,304 at 4% or $226,869 at 6%; with 50% employer match about $226,869 at 4% or $151,246 at 6%; with 100% employer match about $170,152 at 4% or $113,435 at 6%. |
| The Breakthrough 401K Plan | - | 6 | $83,500 | $81,673 | $13,612iApproximate average salary by contribution assumption: employee only about $340,304 at 4% or $226,869 at 6%; with 50% employer match about $226,869 at 4% or $151,246 at 6%; with 100% employer match about $170,152 at 4% or $113,435 at 6%. |