Civic Intelligence

B & B BROKERS INC

Plan context: B & B BROKERS INC 401(K) PROFIT SHARING PLAN & TRUST

EIN 37-1750046 • Rancho Santa Margarita, CA • 12 filings • 2 plans

29 Calle MelindaRancho Santa Margarita, CA 92688-5437
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$84,533

2025 Contributions

$403

Historical Graphs

Total Assets Over Time

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

$200,577$100,289$0201420202025YearValue
$84,533Latest year 2025

Participants Over Time

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

320201420202025YearValue
2Latest year 2025

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
202512$84,533$403$202iApproximate average salary by contribution assumption: employee only about $5,038 at 4% or $3,358 at 6%; with 50% employer match about $3,358 at 4% or $2,239 at 6%; with 100% employer match about $2,519 at 4% or $1,679 at 6%.
B & B BROKERS INC 401(K) PROFIT SHARING PLAN & TRUST-2$84,533$403$202iApproximate average salary by contribution assumption: employee only about $5,038 at 4% or $3,358 at 6%; with 50% employer match about $3,358 at 4% or $2,239 at 6%; with 100% employer match about $2,519 at 4% or $1,679 at 6%.
202412$79,989$1,341$671iApproximate average salary by contribution assumption: employee only about $16,763 at 4% or $11,175 at 6%; with 50% employer match about $11,175 at 4% or $7,450 at 6%; with 100% employer match about $8,381 at 4% or $5,588 at 6%.
B & B BROKERS INC 401(K) PROFIT SHARING PLAN & TRUST-2$79,989$1,341$671iApproximate average salary by contribution assumption: employee only about $16,763 at 4% or $11,175 at 6%; with 50% employer match about $11,175 at 4% or $7,450 at 6%; with 100% employer match about $8,381 at 4% or $5,588 at 6%.
202312$74,698$3,005$1,503iApproximate average salary by contribution assumption: employee only about $37,563 at 4% or $25,042 at 6%; with 50% employer match about $25,042 at 4% or $16,694 at 6%; with 100% employer match about $18,781 at 4% or $12,521 at 6%.
B & B BROKERS INC 401(K) PROFIT SHARING PLAN & TRUST-2$74,698$3,005$1,503iApproximate average salary by contribution assumption: employee only about $37,563 at 4% or $25,042 at 6%; with 50% employer match about $25,042 at 4% or $16,694 at 6%; with 100% employer match about $18,781 at 4% or $12,521 at 6%.
202212$68,078$4,081$2,041iApproximate average salary by contribution assumption: employee only about $51,013 at 4% or $34,008 at 6%; with 50% employer match about $34,008 at 4% or $22,672 at 6%; with 100% employer match about $25,506 at 4% or $17,004 at 6%.
B & B BROKERS INC 401(K) PROFIT SHARING PLAN & TRUST-2$68,078$4,081$2,041iApproximate average salary by contribution assumption: employee only about $51,013 at 4% or $34,008 at 6%; with 50% employer match about $34,008 at 4% or $22,672 at 6%; with 100% employer match about $25,506 at 4% or $17,004 at 6%.
202112$63,678$3,513$1,757iApproximate average salary by contribution assumption: employee only about $43,913 at 4% or $29,275 at 6%; with 50% employer match about $29,275 at 4% or $19,517 at 6%; with 100% employer match about $21,956 at 4% or $14,638 at 6%.
B & B BROKERS INC 401(K) PROFIT SHARING PLAN & TRUST-2$63,678$3,513$1,757iApproximate average salary by contribution assumption: employee only about $43,913 at 4% or $29,275 at 6%; with 50% employer match about $29,275 at 4% or $19,517 at 6%; with 100% employer match about $21,956 at 4% or $14,638 at 6%.
202012$60,063$19,711$9,856iApproximate average salary by contribution assumption: employee only about $246,388 at 4% or $164,258 at 6%; with 50% employer match about $164,258 at 4% or $109,506 at 6%; with 100% employer match about $123,194 at 4% or $82,129 at 6%.
B & B BROKERS INC 401(K) PROFIT SHARING PLAN & TRUST-2$60,063$19,711$9,856iApproximate average salary by contribution assumption: employee only about $246,388 at 4% or $164,258 at 6%; with 50% employer match about $164,258 at 4% or $109,506 at 6%; with 100% employer match about $123,194 at 4% or $82,129 at 6%.
201912$41,979$15,600$7,800iApproximate average salary by contribution assumption: employee only about $195,000 at 4% or $130,000 at 6%; with 50% employer match about $130,000 at 4% or $86,667 at 6%; with 100% employer match about $97,500 at 4% or $65,000 at 6%.
B & B BROKERS INC 401(K) PROFIT SHARING PLAN & TRUST-2$41,979$15,600$7,800iApproximate average salary by contribution assumption: employee only about $195,000 at 4% or $130,000 at 6%; with 50% employer match about $130,000 at 4% or $86,667 at 6%; with 100% employer match about $97,500 at 4% or $65,000 at 6%.
201812$68,797$22,114$11,057iApproximate average salary by contribution assumption: employee only about $276,425 at 4% or $184,283 at 6%; with 50% employer match about $184,283 at 4% or $122,856 at 6%; with 100% employer match about $138,213 at 4% or $92,142 at 6%.
B B BROKERS INC 401 K PROFIT SHARING PLAN TRUST-2$68,797$22,114$11,057iApproximate average salary by contribution assumption: employee only about $276,425 at 4% or $184,283 at 6%; with 50% employer match about $184,283 at 4% or $122,856 at 6%; with 100% employer match about $138,213 at 4% or $92,142 at 6%.
201712$200,577$107,850$53,925iApproximate average salary by contribution assumption: employee only about $1,348,125 at 4% or $898,750 at 6%; with 50% employer match about $898,750 at 4% or $599,167 at 6%; with 100% employer match about $674,063 at 4% or $449,375 at 6%.
B B BROKERS INC 401 K PROFIT SHARING PLAN TRUST-2$200,577$107,850$53,925iApproximate average salary by contribution assumption: employee only about $1,348,125 at 4% or $898,750 at 6%; with 50% employer match about $898,750 at 4% or $599,167 at 6%; with 100% employer match about $674,063 at 4% or $449,375 at 6%.
201613$86,862$54,943$18,314iApproximate average salary by contribution assumption: employee only about $457,858 at 4% or $305,239 at 6%; with 50% employer match about $305,239 at 4% or $203,493 at 6%; with 100% employer match about $228,929 at 4% or $152,619 at 6%.
B B BROKERS INC 401 K PROFIT SHARING PLAN TRUST-3$86,862$54,943$18,314iApproximate average salary by contribution assumption: employee only about $457,858 at 4% or $305,239 at 6%; with 50% employer match about $305,239 at 4% or $203,493 at 6%; with 100% employer match about $228,929 at 4% or $152,619 at 6%.
201512$30,003$22,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
B B BROKERS INC 401 K PROFIT SHARING PLAN TRUST-2$30,003$22,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
201412$8,112$8,100$4,050iApproximate average salary by contribution assumption: employee only about $101,250 at 4% or $67,500 at 6%; with 50% employer match about $67,500 at 4% or $45,000 at 6%; with 100% employer match about $50,625 at 4% or $33,750 at 6%.
B B BROKERS INC 401 K PROFIT SHARING PLAN TRUST-2$8,112$8,100$4,050iApproximate average salary by contribution assumption: employee only about $101,250 at 4% or $67,500 at 6%; with 50% employer match about $67,500 at 4% or $45,000 at 6%; with 100% employer match about $50,625 at 4% or $33,750 at 6%.