Civic Intelligence

Brinker Financial Inc.

Plan context: BRINKER FINANCIAL, INC. CASH BALANCE PLAN

EIN 47-2830477 • Broomall, PA • 9 filings • 3 plans

2727 West Chester PikeBroomall, PA 19008
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$991,674

2024 Contributions

$247,787

Historical Graphs

Total Assets Over Time

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

$991,674$495,837$0201520222024YearValue
$991,674Latest year 2024

Participants Over Time

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

630201520222024YearValue
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
202423$991,674$247,787$82,596iApproximate average salary by contribution assumption: employee only about $2,064,892 at 4% or $1,376,594 at 6%; with 50% employer match about $1,376,594 at 4% or $917,730 at 6%; with 100% employer match about $1,032,446 at 4% or $688,297 at 6%.
BRINKER FINANCIAL, INC. CASH BALANCE PLAN-2$784,718$180,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
Brinker Financial Inc. 401(K) Plan-3$206,956$67,787$22,596iApproximate average salary by contribution assumption: employee only about $564,892 at 4% or $376,594 at 6%; with 50% employer match about $376,594 at 4% or $251,063 at 6%; with 100% employer match about $282,446 at 4% or $188,297 at 6%.
202323$653,813$276,178$92,059iApproximate average salary by contribution assumption: employee only about $2,301,483 at 4% or $1,534,322 at 6%; with 50% employer match about $1,534,322 at 4% or $1,022,881 at 6%; with 100% employer match about $1,150,742 at 4% or $767,161 at 6%.
BRINKER FINANCIAL, INC. CASH BALANCE PLAN-2$532,416$220,000$110,000iApproximate average salary by contribution assumption: employee only about $2,750,000 at 4% or $1,833,333 at 6%; with 50% employer match about $1,833,333 at 4% or $1,222,222 at 6%; with 100% employer match about $1,375,000 at 4% or $916,667 at 6%.
Brinker Financial Inc. 401(K) Plan-3$121,397$56,178$18,726iApproximate average salary by contribution assumption: employee only about $468,150 at 4% or $312,100 at 6%; with 50% employer match about $312,100 at 4% or $208,067 at 6%; with 100% employer match about $234,075 at 4% or $156,050 at 6%.
202223$307,035$304,442$101,481iApproximate average salary by contribution assumption: employee only about $2,537,017 at 4% or $1,691,344 at 6%; with 50% employer match about $1,691,344 at 4% or $1,127,563 at 6%; with 100% employer match about $1,268,508 at 4% or $845,672 at 6%.
BRINKER FINANCIAL, INC. CASH BALANCE PLAN-2$252,370$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
Brinker Financial Inc. 401(K) Plan-3$54,665$54,442$18,147iApproximate average salary by contribution assumption: employee only about $453,683 at 4% or $302,456 at 6%; with 50% employer match about $302,456 at 4% or $201,637 at 6%; with 100% employer match about $226,842 at 4% or $151,228 at 6%.
201710$0$0-
Brinker Financial Retirement Savings Plan-0$0--
201616$151,542$62,837$10,473iApproximate average salary by contribution assumption: employee only about $261,821 at 4% or $174,547 at 6%; with 50% employer match about $174,547 at 4% or $116,365 at 6%; with 100% employer match about $130,910 at 4% or $87,274 at 6%.
Brinker Financial Retirement Savings Plan-6$151,542$62,837$10,473iApproximate average salary by contribution assumption: employee only about $261,821 at 4% or $174,547 at 6%; with 50% employer match about $174,547 at 4% or $116,365 at 6%; with 100% employer match about $130,910 at 4% or $87,274 at 6%.
201516$75,764$77,393$12,899iApproximate average salary by contribution assumption: employee only about $322,471 at 4% or $214,981 at 6%; with 50% employer match about $214,981 at 4% or $143,320 at 6%; with 100% employer match about $161,235 at 4% or $107,490 at 6%.
Brinker Financial Retirement Savings Plan-6$75,764$77,393$12,899iApproximate average salary by contribution assumption: employee only about $322,471 at 4% or $214,981 at 6%; with 50% employer match about $214,981 at 4% or $143,320 at 6%; with 100% employer match about $161,235 at 4% or $107,490 at 6%.