Caubarreaux, Brian M. & Associates, Aplc
Plan context: BRIAN M. CAUBARREAUX & ASSOCIATES, APLC PROFIT SHARING 401K PLAN
EIN 36-4496523 • Marksville, LA • 31 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
23
2024 Assets
$4,722,801
2024 Contributions
$527,162
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 | 23 | $4,722,801 | $527,162 | $22,920iApproximate average salary by contribution assumption: employee only about $573,002 at 4% or $382,001 at 6%; with 50% employer match about $382,001 at 4% or $254,668 at 6%; with 100% employer match about $286,501 at 4% or $191,001 at 6%. |
| BRIAN M. CAUBARREAUX & ASSOCIATES, APLC PROFIT SHARING 401K PLAN | - | 23 | $4,722,801 | $527,162 | $22,920iApproximate average salary by contribution assumption: employee only about $573,002 at 4% or $382,001 at 6%; with 50% employer match about $382,001 at 4% or $254,668 at 6%; with 100% employer match about $286,501 at 4% or $191,001 at 6%. |
| 2023 | 2 | 26 | $3,818,804 | $485,508 | $18,673iApproximate average salary by contribution assumption: employee only about $466,835 at 4% or $311,223 at 6%; with 50% employer match about $311,223 at 4% or $207,482 at 6%; with 100% employer match about $233,417 at 4% or $155,612 at 6%. |
| BRIAN M. CAUBARREAUX & ASSOCIATES, APLC PROFIT SHARING 401K PLAN | - | 26 | $3,818,804 | $328,639 | $12,640iApproximate average salary by contribution assumption: employee only about $315,999 at 4% or $210,666 at 6%; with 50% employer match about $210,666 at 4% or $140,444 at 6%; with 100% employer match about $158,000 at 4% or $105,333 at 6%. |
| Caubarreaux, Brian M. & Associates, Aplc Pension Plan | - | 0 | $0 | $156,869 | - |
| 2022 | 2 | 22 | $5,245,267 | $717,093 | $32,595iApproximate average salary by contribution assumption: employee only about $814,878 at 4% or $543,252 at 6%; with 50% employer match about $543,252 at 4% or $362,168 at 6%; with 100% employer match about $407,439 at 4% or $271,626 at 6%. |
| BRIAN M. CAUBARREAUX & ASSOCIATES, APLC PROFIT SHARING 401K PLAN | - | 22 | $2,997,021 | $274,520 | $12,478iApproximate average salary by contribution assumption: employee only about $311,955 at 4% or $207,970 at 6%; with 50% employer match about $207,970 at 4% or $138,646 at 6%; with 100% employer match about $155,977 at 4% or $103,985 at 6%. |
| Caubarreaux, Brian M. & Associates, Aplc Pension Plan | - | 18 | $2,248,246 | $442,573 | $24,587iApproximate average salary by contribution assumption: employee only about $614,685 at 4% or $409,790 at 6%; with 50% employer match about $409,790 at 4% or $273,193 at 6%; with 100% employer match about $307,342 at 4% or $204,895 at 6%. |
| 2021 | 2 | 22 | $5,317,328 | $448,043 | $20,366iApproximate average salary by contribution assumption: employee only about $509,140 at 4% or $339,427 at 6%; with 50% employer match about $339,427 at 4% or $226,284 at 6%; with 100% employer match about $254,570 at 4% or $169,713 at 6%. |
| BRIAN M. CAUBARREAUX & ASSOCIATES, APLC PROFIT SHARING 401K PLAN | - | 22 | $3,254,915 | $246,443 | $11,202iApproximate average salary by contribution assumption: employee only about $280,049 at 4% or $186,699 at 6%; with 50% employer match about $186,699 at 4% or $124,466 at 6%; with 100% employer match about $140,024 at 4% or $93,350 at 6%. |
| Caubarreaux, Brian M. & Associates, Aplc Pension Plan | - | 16 | $2,062,413 | $201,600 | $12,600iApproximate average salary by contribution assumption: employee only about $315,000 at 4% or $210,000 at 6%; with 50% employer match about $210,000 at 4% or $140,000 at 6%; with 100% employer match about $157,500 at 4% or $105,000 at 6%. |
| 2020 | 2 | 19 | $4,143,683 | $461,428 | $24,286iApproximate average salary by contribution assumption: employee only about $607,142 at 4% or $404,761 at 6%; with 50% employer match about $404,761 at 4% or $269,841 at 6%; with 100% employer match about $303,571 at 4% or $202,381 at 6%. |
| BRIAN M. CAUBARREAUX & ASSOCIATES, APLC PROFIT SHARING 401K PLAN | - | 19 | $2,544,779 | $217,018 | $11,422iApproximate average salary by contribution assumption: employee only about $285,550 at 4% or $190,367 at 6%; with 50% employer match about $190,367 at 4% or $126,911 at 6%; with 100% employer match about $142,775 at 4% or $95,183 at 6%. |
| Caubarreaux, Brian M. & Associates, Aplc Pension Plan | - | 11 | $1,598,904 | $244,410 | $22,219iApproximate average salary by contribution assumption: employee only about $555,477 at 4% or $370,318 at 6%; with 50% employer match about $370,318 at 4% or $246,879 at 6%; with 100% employer match about $277,739 at 4% or $185,159 at 6%. |
| 2019 | 2 | 15 | $3,281,674 | $215,260 | $14,351iApproximate average salary by contribution assumption: employee only about $358,767 at 4% or $239,178 at 6%; with 50% employer match about $239,178 at 4% or $159,452 at 6%; with 100% employer match about $179,383 at 4% or $119,589 at 6%. |
| BRIAN M. CAUBARREAUX & ASSOCIATES, APLC PROFIT SHARING 401K PLAN | - | 15 | $2,024,641 | $96,187 | $6,412iApproximate average salary by contribution assumption: employee only about $160,312 at 4% or $106,874 at 6%; with 50% employer match about $106,874 at 4% or $71,250 at 6%; with 100% employer match about $80,156 at 4% or $53,437 at 6%. |
| Caubarreaux, Brian M. & Associates, Aplc Pension Plan | - | 14 | $1,257,033 | $119,073 | $8,505iApproximate average salary by contribution assumption: employee only about $212,630 at 4% or $141,754 at 6%; with 50% employer match about $141,754 at 4% or $94,502 at 6%; with 100% employer match about $106,315 at 4% or $70,877 at 6%. |
| 2018 | 2 | 17 | $2,524,561 | $422,854 | $24,874iApproximate average salary by contribution assumption: employee only about $621,844 at 4% or $414,563 at 6%; with 50% employer match about $414,563 at 4% or $276,375 at 6%; with 100% employer match about $310,922 at 4% or $207,281 at 6%. |
| BRIAN M. CAUBARREAUX & ASSOCIATES, APLC PROFIT SHARING 401K PLAN | - | 17 | $1,540,421 | $202,854 | $11,933iApproximate average salary by contribution assumption: employee only about $298,315 at 4% or $198,876 at 6%; with 50% employer match about $198,876 at 4% or $132,584 at 6%; with 100% employer match about $149,157 at 4% or $99,438 at 6%. |
| Caubarreaux, Brian M. & Associates, Aplc Pension Plan | - | 14 | $984,140 | $220,000 | $15,714iApproximate average salary by contribution assumption: employee only about $392,857 at 4% or $261,905 at 6%; with 50% employer match about $261,905 at 4% or $174,603 at 6%; with 100% employer match about $196,429 at 4% or $130,952 at 6%. |
| 2017 | 2 | 14 | $2,305,534 | $293,958 | $20,997iApproximate average salary by contribution assumption: employee only about $524,925 at 4% or $349,950 at 6%; with 50% employer match about $349,950 at 4% or $233,300 at 6%; with 100% employer match about $262,463 at 4% or $174,975 at 6%. |
| BRIAN M. CAUBARREAUX & ASSOCIATES, APLC PROFIT SHARING 401K PLAN | - | 14 | $1,494,307 | $75,177 | $5,370iApproximate average salary by contribution assumption: employee only about $134,245 at 4% or $89,496 at 6%; with 50% employer match about $89,496 at 4% or $59,664 at 6%; with 100% employer match about $67,122 at 4% or $44,748 at 6%. |
| Caubarreaux, Brian M. & Associates, Aplc Pension Plan | - | 12 | $811,227 | $218,781 | $18,232iApproximate average salary by contribution assumption: employee only about $455,794 at 4% or $303,863 at 6%; with 50% employer match about $303,863 at 4% or $202,575 at 6%; with 100% employer match about $227,897 at 4% or $151,931 at 6%. |
| 2016 | 2 | 10 | $1,797,693 | $310,179 | $31,018iApproximate average salary by contribution assumption: employee only about $775,448 at 4% or $516,965 at 6%; with 50% employer match about $516,965 at 4% or $344,643 at 6%; with 100% employer match about $387,724 at 4% or $258,483 at 6%. |
| BRIAN M. CAUBARREAUX & ASSOCIATES, APLC PROFIT SHARING 401K PLAN | - | 10 | $1,251,517 | $60,853 | $6,085iApproximate average salary by contribution assumption: employee only about $152,133 at 4% or $101,422 at 6%; with 50% employer match about $101,422 at 4% or $67,614 at 6%; with 100% employer match about $76,066 at 4% or $50,711 at 6%. |
| Caubarreaux, Brian M. & Associates, Aplc Pension Plan | - | 6 | $546,176 | $249,326 | $41,554iApproximate average salary by contribution assumption: employee only about $1,038,858 at 4% or $692,572 at 6%; with 50% employer match about $692,572 at 4% or $461,715 at 6%; with 100% employer match about $519,429 at 4% or $346,286 at 6%. |
| 2015 | 2 | 9 | $1,345,130 | $354,826 | $39,425iApproximate average salary by contribution assumption: employee only about $985,628 at 4% or $657,085 at 6%; with 50% employer match about $657,085 at 4% or $438,057 at 6%; with 100% employer match about $492,814 at 4% or $328,543 at 6%. |
| BRIAN M. CAUBARREAUX & ASSOCIATES, APLC PROFIT SHARING 401K PLAN | - | 9 | $1,048,021 | $57,717 | $6,413iApproximate average salary by contribution assumption: employee only about $160,325 at 4% or $106,883 at 6%; with 50% employer match about $106,883 at 4% or $71,256 at 6%; with 100% employer match about $80,163 at 4% or $53,442 at 6%. |
| Caubarreaux, Brian M. & Associates, Aplc Pension Plan | - | 7 | $297,109 | $297,109 | $42,444iApproximate average salary by contribution assumption: employee only about $1,061,104 at 4% or $707,402 at 6%; with 50% employer match about $707,402 at 4% or $471,602 at 6%; with 100% employer match about $530,552 at 4% or $353,701 at 6%. |
| 2014 | 1 | 8 | $1,056,538 | $72,191 | $9,024iApproximate average salary by contribution assumption: employee only about $225,597 at 4% or $150,398 at 6%; with 50% employer match about $150,398 at 4% or $100,265 at 6%; with 100% employer match about $112,798 at 4% or $75,199 at 6%. |
| BRIAN M. CAUBARREAUX & ASSOCIATES, APLC PROFIT SHARING 401K PLAN | - | 8 | $1,056,538 | $72,191 | $9,024iApproximate average salary by contribution assumption: employee only about $225,597 at 4% or $150,398 at 6%; with 50% employer match about $150,398 at 4% or $100,265 at 6%; with 100% employer match about $112,798 at 4% or $75,199 at 6%. |
| 2013 | 1 | 5 | $982,332 | $66,557 | $13,311iApproximate average salary by contribution assumption: employee only about $332,785 at 4% or $221,857 at 6%; with 50% employer match about $221,857 at 4% or $147,904 at 6%; with 100% employer match about $166,393 at 4% or $110,928 at 6%. |
| BRIAN M. CAUBARREAUX & ASSOCIATES, APLC PROFIT SHARING 401K PLAN | - | 5 | $982,332 | $66,557 | $13,311iApproximate average salary by contribution assumption: employee only about $332,785 at 4% or $221,857 at 6%; with 50% employer match about $221,857 at 4% or $147,904 at 6%; with 100% employer match about $166,393 at 4% or $110,928 at 6%. |
| 2012 | 1 | 6 | $835,712 | $68,847 | $11,475iApproximate average salary by contribution assumption: employee only about $286,863 at 4% or $191,242 at 6%; with 50% employer match about $191,242 at 4% or $127,494 at 6%; with 100% employer match about $143,431 at 4% or $95,621 at 6%. |
| BRIAN M. CAUBARREAUX & ASSOCIATES, APLC PROFIT SHARING 401K PLAN | - | 6 | $835,712 | $68,847 | $11,475iApproximate average salary by contribution assumption: employee only about $286,863 at 4% or $191,242 at 6%; with 50% employer match about $191,242 at 4% or $127,494 at 6%; with 100% employer match about $143,431 at 4% or $95,621 at 6%. |
| 2011 | 1 | 6 | $674,839 | $65,403 | $10,901iApproximate average salary by contribution assumption: employee only about $272,513 at 4% or $181,675 at 6%; with 50% employer match about $181,675 at 4% or $121,117 at 6%; with 100% employer match about $136,256 at 4% or $90,838 at 6%. |
| BRIAN M. CAUBARREAUX & ASSOCIATES, APLC PROFIT SHARING 401K PLAN | - | 6 | $674,839 | $65,403 | $10,901iApproximate average salary by contribution assumption: employee only about $272,513 at 4% or $181,675 at 6%; with 50% employer match about $181,675 at 4% or $121,117 at 6%; with 100% employer match about $136,256 at 4% or $90,838 at 6%. |
| 2010 | 1 | 8 | $621,047 | $66,352 | $8,294iApproximate average salary by contribution assumption: employee only about $207,350 at 4% or $138,233 at 6%; with 50% employer match about $138,233 at 4% or $92,156 at 6%; with 100% employer match about $103,675 at 4% or $69,117 at 6%. |
| BRIAN M. CAUBARREAUX & ASSOCIATES, APLC PROFIT SHARING 401K PLAN | - | 8 | $621,047 | $66,352 | $8,294iApproximate average salary by contribution assumption: employee only about $207,350 at 4% or $138,233 at 6%; with 50% employer match about $138,233 at 4% or $92,156 at 6%; with 100% employer match about $103,675 at 4% or $69,117 at 6%. |
| 2009 | 1 | 8 | $484,384 | $61,346 | $7,668iApproximate average salary by contribution assumption: employee only about $191,706 at 4% or $127,804 at 6%; with 50% employer match about $127,804 at 4% or $85,203 at 6%; with 100% employer match about $95,853 at 4% or $63,902 at 6%. |
| BRIAN M. CAUBARREAUX & ASSOCIATES, APLC PROFIT SHARING 401K PLAN | - | 8 | $484,384 | $61,346 | $7,668iApproximate average salary by contribution assumption: employee only about $191,706 at 4% or $127,804 at 6%; with 50% employer match about $127,804 at 4% or $85,203 at 6%; with 100% employer match about $95,853 at 4% or $63,902 at 6%. |
| 2008 | 1 | 7 | $373,620 | $69,318 | $9,903iApproximate average salary by contribution assumption: employee only about $247,564 at 4% or $165,043 at 6%; with 50% employer match about $165,043 at 4% or $110,029 at 6%; with 100% employer match about $123,782 at 4% or $82,521 at 6%. |
| BRIAN M. CAUBARREAUX & ASSOCIATES, APLC PROFIT SHARING 401K PLAN | - | 7 | $373,620 | $69,318 | $9,903iApproximate average salary by contribution assumption: employee only about $247,564 at 4% or $165,043 at 6%; with 50% employer match about $165,043 at 4% or $110,029 at 6%; with 100% employer match about $123,782 at 4% or $82,521 at 6%. |
| 2007 | 1 | 6 | $0 | $0 | - |
| BRIAN M. CAUBARREAUX & ASSOCIATES, APLC PROFIT SHARING 401K PLAN | - | 6 | - | - | - |
| 2006 | 1 | 6 | $313,464 | $66,095 | $11,016iApproximate average salary by contribution assumption: employee only about $275,396 at 4% or $183,597 at 6%; with 50% employer match about $183,597 at 4% or $122,398 at 6%; with 100% employer match about $137,698 at 4% or $91,799 at 6%. |
| BRIAN M. CAUBARREAUX & ASSOCIATES, APLC PROFIT SHARING 401K PLAN | - | 6 | $313,464 | $66,095 | $11,016iApproximate average salary by contribution assumption: employee only about $275,396 at 4% or $183,597 at 6%; with 50% employer match about $183,597 at 4% or $122,398 at 6%; with 100% employer match about $137,698 at 4% or $91,799 at 6%. |
| 2005 | 1 | 3 | $228,906 | $60,356 | $20,119iApproximate average salary by contribution assumption: employee only about $502,967 at 4% or $335,311 at 6%; with 50% employer match about $335,311 at 4% or $223,541 at 6%; with 100% employer match about $251,483 at 4% or $167,656 at 6%. |
| BRIAN M. CAUBARREAUX & ASSOCIATES, APLC PROFIT SHARING 401K PLAN | - | 3 | $228,906 | $60,356 | $20,119iApproximate average salary by contribution assumption: employee only about $502,967 at 4% or $335,311 at 6%; with 50% employer match about $335,311 at 4% or $223,541 at 6%; with 100% employer match about $251,483 at 4% or $167,656 at 6%. |
| 2004 | 1 | 3 | $163,839 | $59,761 | $19,920iApproximate average salary by contribution assumption: employee only about $498,008 at 4% or $332,006 at 6%; with 50% employer match about $332,006 at 4% or $221,337 at 6%; with 100% employer match about $249,004 at 4% or $166,003 at 6%. |
| BRIAN M. CAUBARREAUX & ASSOCIATES, APLC PROFIT SHARING 401K PLAN | - | 3 | $163,839 | $59,761 | $19,920iApproximate average salary by contribution assumption: employee only about $498,008 at 4% or $332,006 at 6%; with 50% employer match about $332,006 at 4% or $221,337 at 6%; with 100% employer match about $249,004 at 4% or $166,003 at 6%. |
| 2003 | 1 | 5 | $103,205 | $49,997 | $9,999iApproximate average salary by contribution assumption: employee only about $249,985 at 4% or $166,657 at 6%; with 50% employer match about $166,657 at 4% or $111,104 at 6%; with 100% employer match about $124,993 at 4% or $83,328 at 6%. |
| BRIAN M. CAUBARREAUX & ASSOCIATES, APLC PROFIT SHARING 401K PLAN | - | 5 | $103,205 | $49,997 | $9,999iApproximate average salary by contribution assumption: employee only about $249,985 at 4% or $166,657 at 6%; with 50% employer match about $166,657 at 4% or $111,104 at 6%; with 100% employer match about $124,993 at 4% or $83,328 at 6%. |