Civic Intelligence

Brittingham Financial Advisors LLC

Plan context: Brittingham Financial Group 401(K) Profit Sharing Plan

EIN 46-1657461 • Pismo Beach, CA • 12 filings • 1 plans

300 James Way, Suite 230Pismo Beach, CA 93449
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$618,794

2024 Contributions

$107,928

Historical Graphs

Total Assets Over Time

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

$2,064,520$1,032,260$0201320192024YearValue
$618,794Latest year 2024

Participants Over Time

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

420201320192024YearValue
3Latest 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
202413$618,794$107,928$35,976iApproximate average salary by contribution assumption: employee only about $899,400 at 4% or $599,600 at 6%; with 50% employer match about $599,600 at 4% or $399,733 at 6%; with 100% employer match about $449,700 at 4% or $299,800 at 6%.
Brittingham Financial Group 401(K) Profit Sharing Plan-3$618,794$107,928$35,976iApproximate average salary by contribution assumption: employee only about $899,400 at 4% or $599,600 at 6%; with 50% employer match about $599,600 at 4% or $399,733 at 6%; with 100% employer match about $449,700 at 4% or $299,800 at 6%.
202314$1,425,824$96,135$24,034iApproximate average salary by contribution assumption: employee only about $600,844 at 4% or $400,563 at 6%; with 50% employer match about $400,563 at 4% or $267,042 at 6%; with 100% employer match about $300,422 at 4% or $200,281 at 6%.
Brittingham Financial Group 401(K) Profit Sharing Plan-4$1,425,824$96,135$24,034iApproximate average salary by contribution assumption: employee only about $600,844 at 4% or $400,563 at 6%; with 50% employer match about $400,563 at 4% or $267,042 at 6%; with 100% employer match about $300,422 at 4% or $200,281 at 6%.
202213$1,882,375$76,461$25,487iApproximate average salary by contribution assumption: employee only about $637,175 at 4% or $424,783 at 6%; with 50% employer match about $424,783 at 4% or $283,189 at 6%; with 100% employer match about $318,588 at 4% or $212,392 at 6%.
Brittingham Financial Group 401(K) Profit Sharing Plan-3$1,882,375$76,461$25,487iApproximate average salary by contribution assumption: employee only about $637,175 at 4% or $424,783 at 6%; with 50% employer match about $424,783 at 4% or $283,189 at 6%; with 100% employer match about $318,588 at 4% or $212,392 at 6%.
202113$2,064,520$76,603$25,534iApproximate average salary by contribution assumption: employee only about $638,358 at 4% or $425,572 at 6%; with 50% employer match about $425,572 at 4% or $283,715 at 6%; with 100% employer match about $319,179 at 4% or $212,786 at 6%.
Brittingham Financial Group 401(K) Profit Sharing Plan-3$2,064,520$76,603$25,534iApproximate average salary by contribution assumption: employee only about $638,358 at 4% or $425,572 at 6%; with 50% employer match about $425,572 at 4% or $283,715 at 6%; with 100% employer match about $319,179 at 4% or $212,786 at 6%.
202013$1,592,958$1,100,048$366,683iApproximate average salary by contribution assumption: employee only about $9,167,067 at 4% or $6,111,378 at 6%; with 50% employer match about $6,111,378 at 4% or $4,074,252 at 6%; with 100% employer match about $4,583,533 at 4% or $3,055,689 at 6%.
Brittingham Financial Group 401(K) Profit Sharing Plan-3$1,592,958$1,100,048$366,683iApproximate average salary by contribution assumption: employee only about $9,167,067 at 4% or $6,111,378 at 6%; with 50% employer match about $6,111,378 at 4% or $4,074,252 at 6%; with 100% employer match about $4,583,533 at 4% or $3,055,689 at 6%.
201913$612,729$89,515$29,838iApproximate average salary by contribution assumption: employee only about $745,958 at 4% or $497,306 at 6%; with 50% employer match about $497,306 at 4% or $331,537 at 6%; with 100% employer match about $372,979 at 4% or $248,653 at 6%.
Brittingham Financial Group 401(K) Profit Sharing Plan-3$612,729$89,515$29,838iApproximate average salary by contribution assumption: employee only about $745,958 at 4% or $497,306 at 6%; with 50% employer match about $497,306 at 4% or $331,537 at 6%; with 100% employer match about $372,979 at 4% or $248,653 at 6%.
201814$535,861$168,926$42,232iApproximate average salary by contribution assumption: employee only about $1,055,788 at 4% or $703,858 at 6%; with 50% employer match about $703,858 at 4% or $469,239 at 6%; with 100% employer match about $527,894 at 4% or $351,929 at 6%.
Brittingham Financial Group 401(K) Profit Sharing Plan-4$535,861$168,926$42,232iApproximate average salary by contribution assumption: employee only about $1,055,788 at 4% or $703,858 at 6%; with 50% employer match about $703,858 at 4% or $469,239 at 6%; with 100% employer match about $527,894 at 4% or $351,929 at 6%.
201714$497,341$86,611$21,653iApproximate average salary by contribution assumption: employee only about $541,319 at 4% or $360,879 at 6%; with 50% employer match about $360,879 at 4% or $240,586 at 6%; with 100% employer match about $270,659 at 4% or $180,440 at 6%.
Brittingham Financial Group 401(K) Profit Sharing Plan-4$497,341$86,611$21,653iApproximate average salary by contribution assumption: employee only about $541,319 at 4% or $360,879 at 6%; with 50% employer match about $360,879 at 4% or $240,586 at 6%; with 100% employer match about $270,659 at 4% or $180,440 at 6%.
201614$332,890$87,843$21,961iApproximate average salary by contribution assumption: employee only about $549,019 at 4% or $366,013 at 6%; with 50% employer match about $366,013 at 4% or $244,008 at 6%; with 100% employer match about $274,509 at 4% or $183,006 at 6%.
Brittingham Financial Group 401(K) Profit Sharing Plan-4$332,890$87,843$21,961iApproximate average salary by contribution assumption: employee only about $549,019 at 4% or $366,013 at 6%; with 50% employer match about $366,013 at 4% or $244,008 at 6%; with 100% employer match about $274,509 at 4% or $183,006 at 6%.
201514$224,802$83,773$20,943iApproximate average salary by contribution assumption: employee only about $523,581 at 4% or $349,054 at 6%; with 50% employer match about $349,054 at 4% or $232,703 at 6%; with 100% employer match about $261,791 at 4% or $174,527 at 6%.
Brittingham Financial Group 401(K) Profit Sharing Plan-4$224,802$83,773$20,943iApproximate average salary by contribution assumption: employee only about $523,581 at 4% or $349,054 at 6%; with 50% employer match about $349,054 at 4% or $232,703 at 6%; with 100% employer match about $261,791 at 4% or $174,527 at 6%.
201414$131,873$81,488$20,372iApproximate average salary by contribution assumption: employee only about $509,300 at 4% or $339,533 at 6%; with 50% employer match about $339,533 at 4% or $226,356 at 6%; with 100% employer match about $254,650 at 4% or $169,767 at 6%.
Brittingham Financial Group 401(K) Profit Sharing Plan-4$131,873$81,488$20,372iApproximate average salary by contribution assumption: employee only about $509,300 at 4% or $339,533 at 6%; with 50% employer match about $339,533 at 4% or $226,356 at 6%; with 100% employer match about $254,650 at 4% or $169,767 at 6%.
201313$60,163$60,056$20,019iApproximate average salary by contribution assumption: employee only about $500,467 at 4% or $333,644 at 6%; with 50% employer match about $333,644 at 4% or $222,430 at 6%; with 100% employer match about $250,233 at 4% or $166,822 at 6%.
Brittingham Financial Group 401(K) Profit Sharing Plan-3$60,163$60,056$20,019iApproximate average salary by contribution assumption: employee only about $500,467 at 4% or $333,644 at 6%; with 50% employer match about $333,644 at 4% or $222,430 at 6%; with 100% employer match about $250,233 at 4% or $166,822 at 6%.