BRETT COLBY, PA
Plan context: BRETT COLBY, PA CASH BALANCE PLAN
EIN 46-4922720 • Lake Worth, FL • 6 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$1,526,599
2025 Contributions
$231,912
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 | 2 | 3 | $1,526,599 | $231,912 | $77,304iApproximate average salary by contribution assumption: employee only about $1,932,600 at 4% or $1,288,400 at 6%; with 50% employer match about $1,288,400 at 4% or $858,933 at 6%; with 100% employer match about $966,300 at 4% or $644,200 at 6%. |
| BRETT COLBY, PA CASH BALANCE PLAN | - | 2 | $939,355 | $138,391 | $69,196iApproximate average salary by contribution assumption: employee only about $1,729,888 at 4% or $1,153,258 at 6%; with 50% employer match about $1,153,258 at 4% or $768,839 at 6%; with 100% employer match about $864,944 at 4% or $576,629 at 6%. |
| BRETT COLBY, PA 401(K) PLAN | - | 3 | $587,244 | $93,521 | $31,174iApproximate average salary by contribution assumption: employee only about $779,342 at 4% or $519,561 at 6%; with 50% employer match about $519,561 at 4% or $346,374 at 6%; with 100% employer match about $389,671 at 4% or $259,781 at 6%. |
| 2024 | 2 | 3 | $1,037,199 | $197,838 | $65,946iApproximate average salary by contribution assumption: employee only about $1,648,650 at 4% or $1,099,100 at 6%; with 50% employer match about $1,099,100 at 4% or $732,733 at 6%; with 100% employer match about $824,325 at 4% or $549,550 at 6%. |
| BRETT COLBY, PA CASH BALANCE PLAN | - | 2 | $734,601 | $103,833 | $51,917iApproximate average salary by contribution assumption: employee only about $1,297,913 at 4% or $865,275 at 6%; with 50% employer match about $865,275 at 4% or $576,850 at 6%; with 100% employer match about $648,956 at 4% or $432,638 at 6%. |
| BRETT COLBY, PA 401(K) PLAN | - | 3 | $302,598 | $94,005 | $31,335iApproximate average salary by contribution assumption: employee only about $783,375 at 4% or $522,250 at 6%; with 50% employer match about $522,250 at 4% or $348,167 at 6%; with 100% employer match about $391,688 at 4% or $261,125 at 6%. |
| 2023 | 2 | 3 | $747,447 | $225,110 | $75,037iApproximate average salary by contribution assumption: employee only about $1,875,917 at 4% or $1,250,611 at 6%; with 50% employer match about $1,250,611 at 4% or $833,741 at 6%; with 100% employer match about $937,958 at 4% or $625,306 at 6%. |
| BRETT COLBY, PA CASH BALANCE PLAN | - | 3 | $566,328 | $160,893 | $53,631iApproximate average salary by contribution assumption: employee only about $1,340,775 at 4% or $893,850 at 6%; with 50% employer match about $893,850 at 4% or $595,900 at 6%; with 100% employer match about $670,388 at 4% or $446,925 at 6%. |
| BRETT COLBY, PA 401(K) PLAN | - | 3 | $181,119 | $64,217 | $21,406iApproximate average salary by contribution assumption: employee only about $535,142 at 4% or $356,761 at 6%; with 50% employer match about $356,761 at 4% or $237,841 at 6%; with 100% employer match about $267,571 at 4% or $178,381 at 6%. |