Brannan Financial Group
Plan context: Brannan Financial Group Salary Reduction Profit Sharing Plan
EIN 47-1907630 • Artesia, NM • 10 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
3
2023 Assets
$522,471
2023 Contributions
$19,208
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| Brannan Financial Group Salary Reduction Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2022 | 1 | 3 | $522,471 | $0 | - |
| Brannan Financial Group Salary Reduction Profit Sharing Plan | - | 3 | $522,471 | $0 | - |
| 2021 | 1 | 3 | $648,262 | $19,208 | $6,403iApproximate average salary by contribution assumption: employee only about $160,067 at 4% or $106,711 at 6%; with 50% employer match about $106,711 at 4% or $71,141 at 6%; with 100% employer match about $80,033 at 4% or $53,356 at 6%. |
| Brannan Financial Group Salary Reduction Profit Sharing Plan | - | 3 | $648,262 | $19,208 | $6,403iApproximate average salary by contribution assumption: employee only about $160,067 at 4% or $106,711 at 6%; with 50% employer match about $106,711 at 4% or $71,141 at 6%; with 100% employer match about $80,033 at 4% or $53,356 at 6%. |
| 2020 | 1 | 3 | $534,723 | $22,839 | $7,613iApproximate average salary by contribution assumption: employee only about $190,325 at 4% or $126,883 at 6%; with 50% employer match about $126,883 at 4% or $84,589 at 6%; with 100% employer match about $95,163 at 4% or $63,442 at 6%. |
| Brannan Financial Group Salary Reduction Profit Sharing Plan | - | 3 | $534,723 | $22,839 | $7,613iApproximate average salary by contribution assumption: employee only about $190,325 at 4% or $126,883 at 6%; with 50% employer match about $126,883 at 4% or $84,589 at 6%; with 100% employer match about $95,163 at 4% or $63,442 at 6%. |
| 2019 | 1 | 3 | $420,337 | $44,416 | $14,805iApproximate average salary by contribution assumption: employee only about $370,133 at 4% or $246,756 at 6%; with 50% employer match about $246,756 at 4% or $164,504 at 6%; with 100% employer match about $185,067 at 4% or $123,378 at 6%. |
| Brannan Financial Group Salary Reduction Profit Sharing Plan | - | 3 | $420,337 | $44,416 | $14,805iApproximate average salary by contribution assumption: employee only about $370,133 at 4% or $246,756 at 6%; with 50% employer match about $246,756 at 4% or $164,504 at 6%; with 100% employer match about $185,067 at 4% or $123,378 at 6%. |
| 2018 | 1 | 3 | $302,810 | $39,652 | $13,217iApproximate average salary by contribution assumption: employee only about $330,433 at 4% or $220,289 at 6%; with 50% employer match about $220,289 at 4% or $146,859 at 6%; with 100% employer match about $165,217 at 4% or $110,144 at 6%. |
| Brannan Financial Group Salary Reduction Profit Sharing Plan | - | 3 | $302,810 | $39,652 | $13,217iApproximate average salary by contribution assumption: employee only about $330,433 at 4% or $220,289 at 6%; with 50% employer match about $220,289 at 4% or $146,859 at 6%; with 100% employer match about $165,217 at 4% or $110,144 at 6%. |
| 2017 | 1 | 3 | $329,919 | $37,921 | $12,640iApproximate average salary by contribution assumption: employee only about $316,008 at 4% or $210,672 at 6%; with 50% employer match about $210,672 at 4% or $140,448 at 6%; with 100% employer match about $158,004 at 4% or $105,336 at 6%. |
| Brannan Financial Group Salary Reduction Profit Sharing Plan | - | 3 | $329,919 | $37,921 | $12,640iApproximate average salary by contribution assumption: employee only about $316,008 at 4% or $210,672 at 6%; with 50% employer match about $210,672 at 4% or $140,448 at 6%; with 100% employer match about $158,004 at 4% or $105,336 at 6%. |
| 2016 | 1 | 3 | $256,326 | $38,275 | $12,758iApproximate average salary by contribution assumption: employee only about $318,958 at 4% or $212,639 at 6%; with 50% employer match about $212,639 at 4% or $141,759 at 6%; with 100% employer match about $159,479 at 4% or $106,319 at 6%. |
| Brannan Financial Group Salary Reduction Profit Sharing Plan | - | 3 | $256,326 | $38,275 | $12,758iApproximate average salary by contribution assumption: employee only about $318,958 at 4% or $212,639 at 6%; with 50% employer match about $212,639 at 4% or $141,759 at 6%; with 100% employer match about $159,479 at 4% or $106,319 at 6%. |
| 2015 | 1 | 3 | $317,475 | $33,898 | $11,299iApproximate average salary by contribution assumption: employee only about $282,483 at 4% or $188,322 at 6%; with 50% employer match about $188,322 at 4% or $125,548 at 6%; with 100% employer match about $141,242 at 4% or $94,161 at 6%. |
| Brannan Financial Group Salary Reduction Profit Sharing Plan | - | 3 | $317,475 | $33,898 | $11,299iApproximate average salary by contribution assumption: employee only about $282,483 at 4% or $188,322 at 6%; with 50% employer match about $188,322 at 4% or $125,548 at 6%; with 100% employer match about $141,242 at 4% or $94,161 at 6%. |
| 2014 | 1 | 4 | $473,486 | $51,331 | $12,833iApproximate average salary by contribution assumption: employee only about $320,819 at 4% or $213,879 at 6%; with 50% employer match about $213,879 at 4% or $142,586 at 6%; with 100% employer match about $160,409 at 4% or $106,940 at 6%. |
| Brannan Financial Group Salary Reduction Profit Sharing Plan | - | 4 | $473,486 | $51,331 | $12,833iApproximate average salary by contribution assumption: employee only about $320,819 at 4% or $213,879 at 6%; with 50% employer match about $213,879 at 4% or $142,586 at 6%; with 100% employer match about $160,409 at 4% or $106,940 at 6%. |