Breckenridge & Associates LLC
Plan context: Breckenridge & Associates LLC 401(K) Profit Sharing Plan & Trust
EIN 43-1967338 • Woodstock, GA • 8 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$87,300
2025 Contributions
$10,260
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $87,300 | $10,260 | $3,420iApproximate average salary by contribution assumption: employee only about $85,500 at 4% or $57,000 at 6%; with 50% employer match about $57,000 at 4% or $38,000 at 6%; with 100% employer match about $42,750 at 4% or $28,500 at 6%. |
| Breckenridge & Associates LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $87,300 | $10,260 | $3,420iApproximate average salary by contribution assumption: employee only about $85,500 at 4% or $57,000 at 6%; with 50% employer match about $57,000 at 4% or $38,000 at 6%; with 100% employer match about $42,750 at 4% or $28,500 at 6%. |
| 2024 | 1 | 3 | $67,866 | $2,565 | $855iApproximate average salary by contribution assumption: employee only about $21,375 at 4% or $14,250 at 6%; with 50% employer match about $14,250 at 4% or $9,500 at 6%; with 100% employer match about $10,688 at 4% or $7,125 at 6%. |
| Breckenridge & Associates LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $67,866 | $2,565 | $855iApproximate average salary by contribution assumption: employee only about $21,375 at 4% or $14,250 at 6%; with 50% employer match about $14,250 at 4% or $9,500 at 6%; with 100% employer match about $10,688 at 4% or $7,125 at 6%. |
| 2023 | 1 | 3 | $59,709 | $0 | - |
| Breckenridge & Associates LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $59,709 | $0 | - |
| 2022 | 1 | 3 | $54,263 | $14,526 | $4,842iApproximate average salary by contribution assumption: employee only about $121,050 at 4% or $80,700 at 6%; with 50% employer match about $80,700 at 4% or $53,800 at 6%; with 100% employer match about $60,525 at 4% or $40,350 at 6%. |
| Breckenridge & Associates LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $54,263 | $14,526 | $4,842iApproximate average salary by contribution assumption: employee only about $121,050 at 4% or $80,700 at 6%; with 50% employer match about $80,700 at 4% or $53,800 at 6%; with 100% employer match about $60,525 at 4% or $40,350 at 6%. |
| 2021 | 1 | 3 | $49,337 | $21,326 | $7,109iApproximate average salary by contribution assumption: employee only about $177,717 at 4% or $118,478 at 6%; with 50% employer match about $118,478 at 4% or $78,985 at 6%; with 100% employer match about $88,858 at 4% or $59,239 at 6%. |
| Breckenridge & Associates LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $49,337 | $21,326 | $7,109iApproximate average salary by contribution assumption: employee only about $177,717 at 4% or $118,478 at 6%; with 50% employer match about $118,478 at 4% or $78,985 at 6%; with 100% employer match about $88,858 at 4% or $59,239 at 6%. |
| 2020 | 1 | 4 | $34,397 | $8,395 | $2,099iApproximate average salary by contribution assumption: employee only about $52,469 at 4% or $34,979 at 6%; with 50% employer match about $34,979 at 4% or $23,319 at 6%; with 100% employer match about $26,234 at 4% or $17,490 at 6%. |
| Breckenridge & Associates LLC 401(K) Profit Sharing Plan & Trust | - | 4 | $34,397 | $8,395 | $2,099iApproximate average salary by contribution assumption: employee only about $52,469 at 4% or $34,979 at 6%; with 50% employer match about $34,979 at 4% or $23,319 at 6%; with 100% employer match about $26,234 at 4% or $17,490 at 6%. |
| 2019 | 1 | 5 | $45,752 | $31,971 | $6,394iApproximate average salary by contribution assumption: employee only about $159,855 at 4% or $106,570 at 6%; with 50% employer match about $106,570 at 4% or $71,047 at 6%; with 100% employer match about $79,928 at 4% or $53,285 at 6%. |
| Breckenridge & Associates LLC 401(K) Profit Sharing Plan & Trust | - | 5 | $45,752 | $31,971 | $6,394iApproximate average salary by contribution assumption: employee only about $159,855 at 4% or $106,570 at 6%; with 50% employer match about $106,570 at 4% or $71,047 at 6%; with 100% employer match about $79,928 at 4% or $53,285 at 6%. |
| 2018 | 1 | 3 | $9,455 | $9,795 | $3,265iApproximate average salary by contribution assumption: employee only about $81,625 at 4% or $54,417 at 6%; with 50% employer match about $54,417 at 4% or $36,278 at 6%; with 100% employer match about $40,813 at 4% or $27,208 at 6%. |
| Breckenridge & Associates LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $9,455 | $9,795 | $3,265iApproximate average salary by contribution assumption: employee only about $81,625 at 4% or $54,417 at 6%; with 50% employer match about $54,417 at 4% or $36,278 at 6%; with 100% employer match about $40,813 at 4% or $27,208 at 6%. |