Briaud Financial Planning Inc.
Plan context: Briaud Financial Planning Inc. Profit Sharing Plan
EIN 74-2620407 • College Station, TX • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$1,175,057
2024 Contributions
$254,411
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 13 | $1,175,057 | $254,411 | $19,570iApproximate average salary by contribution assumption: employee only about $489,252 at 4% or $326,168 at 6%; with 50% employer match about $326,168 at 4% or $217,445 at 6%; with 100% employer match about $244,626 at 4% or $163,084 at 6%. |
| Briaud Financial Planning Inc. Profit Sharing Plan | - | 13 | $1,175,057 | $254,411 | $19,570iApproximate average salary by contribution assumption: employee only about $489,252 at 4% or $326,168 at 6%; with 50% employer match about $326,168 at 4% or $217,445 at 6%; with 100% employer match about $244,626 at 4% or $163,084 at 6%. |
| 2023 | 1 | 10 | $946,454 | $174,100 | $17,410iApproximate average salary by contribution assumption: employee only about $435,250 at 4% or $290,167 at 6%; with 50% employer match about $290,167 at 4% or $193,444 at 6%; with 100% employer match about $217,625 at 4% or $145,083 at 6%. |
| Briaud Financial Planning Inc. Profit Sharing Plan | - | 10 | $946,454 | $174,100 | $17,410iApproximate average salary by contribution assumption: employee only about $435,250 at 4% or $290,167 at 6%; with 50% employer match about $290,167 at 4% or $193,444 at 6%; with 100% employer match about $217,625 at 4% or $145,083 at 6%. |
| 2022 | 1 | 8 | $840,931 | $159,933 | $19,992iApproximate average salary by contribution assumption: employee only about $499,791 at 4% or $333,194 at 6%; with 50% employer match about $333,194 at 4% or $222,129 at 6%; with 100% employer match about $249,895 at 4% or $166,597 at 6%. |
| Briaud Financial Planning Inc. Profit Sharing Plan | - | 8 | $840,931 | $159,933 | $19,992iApproximate average salary by contribution assumption: employee only about $499,791 at 4% or $333,194 at 6%; with 50% employer match about $333,194 at 4% or $222,129 at 6%; with 100% employer match about $249,895 at 4% or $166,597 at 6%. |
| 2021 | 1 | 12 | $1,445,751 | $135,818 | $11,318iApproximate average salary by contribution assumption: employee only about $282,954 at 4% or $188,636 at 6%; with 50% employer match about $188,636 at 4% or $125,757 at 6%; with 100% employer match about $141,477 at 4% or $94,318 at 6%. |
| Briaud Financial Planning Inc. Profit Sharing Plan | - | 12 | $1,445,751 | $135,818 | $11,318iApproximate average salary by contribution assumption: employee only about $282,954 at 4% or $188,636 at 6%; with 50% employer match about $188,636 at 4% or $125,757 at 6%; with 100% employer match about $141,477 at 4% or $94,318 at 6%. |
| 2020 | 1 | 10 | $1,177,803 | $146,482 | $14,648iApproximate average salary by contribution assumption: employee only about $366,205 at 4% or $244,137 at 6%; with 50% employer match about $244,137 at 4% or $162,758 at 6%; with 100% employer match about $183,103 at 4% or $122,068 at 6%. |
| Briaud Financial Planning Inc. Profit Sharing Plan | - | 10 | $1,177,803 | $146,482 | $14,648iApproximate average salary by contribution assumption: employee only about $366,205 at 4% or $244,137 at 6%; with 50% employer match about $244,137 at 4% or $162,758 at 6%; with 100% employer match about $183,103 at 4% or $122,068 at 6%. |
| 2019 | 1 | 11 | $948,549 | $156,941 | $14,267iApproximate average salary by contribution assumption: employee only about $356,684 at 4% or $237,789 at 6%; with 50% employer match about $237,789 at 4% or $158,526 at 6%; with 100% employer match about $178,342 at 4% or $118,895 at 6%. |
| Briaud Financial Planning Inc. Profit Sharing Plan | - | 11 | $948,549 | $156,941 | $14,267iApproximate average salary by contribution assumption: employee only about $356,684 at 4% or $237,789 at 6%; with 50% employer match about $237,789 at 4% or $158,526 at 6%; with 100% employer match about $178,342 at 4% or $118,895 at 6%. |
| 2018 | 1 | 12 | $1,110,764 | $167,128 | $13,927iApproximate average salary by contribution assumption: employee only about $348,183 at 4% or $232,122 at 6%; with 50% employer match about $232,122 at 4% or $154,748 at 6%; with 100% employer match about $174,092 at 4% or $116,061 at 6%. |
| Briaud Financial Planning Inc. Profit Sharing Plan | - | 12 | $1,110,764 | $167,128 | $13,927iApproximate average salary by contribution assumption: employee only about $348,183 at 4% or $232,122 at 6%; with 50% employer match about $232,122 at 4% or $154,748 at 6%; with 100% employer match about $174,092 at 4% or $116,061 at 6%. |
| 2017 | 1 | 10 | $961,478 | $135,567 | $13,557iApproximate average salary by contribution assumption: employee only about $338,918 at 4% or $225,945 at 6%; with 50% employer match about $225,945 at 4% or $150,630 at 6%; with 100% employer match about $169,459 at 4% or $112,973 at 6%. |
| Briaud Financial Planning Inc. Profit Sharing Plan | - | 10 | $961,478 | $135,567 | $13,557iApproximate average salary by contribution assumption: employee only about $338,918 at 4% or $225,945 at 6%; with 50% employer match about $225,945 at 4% or $150,630 at 6%; with 100% employer match about $169,459 at 4% or $112,973 at 6%. |
| 2016 | 1 | 11 | $820,957 | $142,329 | $12,939iApproximate average salary by contribution assumption: employee only about $323,475 at 4% or $215,650 at 6%; with 50% employer match about $215,650 at 4% or $143,767 at 6%; with 100% employer match about $161,738 at 4% or $107,825 at 6%. |
| Briaud Financial Planning Inc. Profit Sharing Plan | - | 11 | $820,957 | $142,329 | $12,939iApproximate average salary by contribution assumption: employee only about $323,475 at 4% or $215,650 at 6%; with 50% employer match about $215,650 at 4% or $143,767 at 6%; with 100% employer match about $161,738 at 4% or $107,825 at 6%. |
| 2015 | 1 | 11 | $643,384 | $150,232 | $13,657iApproximate average salary by contribution assumption: employee only about $341,436 at 4% or $227,624 at 6%; with 50% employer match about $227,624 at 4% or $151,749 at 6%; with 100% employer match about $170,718 at 4% or $113,812 at 6%. |
| Briaud Financial Planning Inc. Profit Sharing Plan | - | 11 | $643,384 | $150,232 | $13,657iApproximate average salary by contribution assumption: employee only about $341,436 at 4% or $227,624 at 6%; with 50% employer match about $227,624 at 4% or $151,749 at 6%; with 100% employer match about $170,718 at 4% or $113,812 at 6%. |
| 2014 | 1 | 10 | $523,534 | $136,992 | $13,699iApproximate average salary by contribution assumption: employee only about $342,480 at 4% or $228,320 at 6%; with 50% employer match about $228,320 at 4% or $152,213 at 6%; with 100% employer match about $171,240 at 4% or $114,160 at 6%. |
| Briaud Financial Planning Inc. Profit Sharing Plan | - | 10 | $523,534 | $136,992 | $13,699iApproximate average salary by contribution assumption: employee only about $342,480 at 4% or $228,320 at 6%; with 50% employer match about $228,320 at 4% or $152,213 at 6%; with 100% employer match about $171,240 at 4% or $114,160 at 6%. |
| 2013 | 1 | 8 | $426,230 | $126,527 | $15,816iApproximate average salary by contribution assumption: employee only about $395,397 at 4% or $263,598 at 6%; with 50% employer match about $263,598 at 4% or $175,732 at 6%; with 100% employer match about $197,698 at 4% or $131,799 at 6%. |
| Briaud Financial Planning Inc. Profit Sharing Plan | - | 8 | $426,230 | $126,527 | $15,816iApproximate average salary by contribution assumption: employee only about $395,397 at 4% or $263,598 at 6%; with 50% employer match about $263,598 at 4% or $175,732 at 6%; with 100% employer match about $197,698 at 4% or $131,799 at 6%. |
| 2012 | 1 | 8 | $1,068,428 | $117,213 | $14,652iApproximate average salary by contribution assumption: employee only about $366,291 at 4% or $244,194 at 6%; with 50% employer match about $244,194 at 4% or $162,796 at 6%; with 100% employer match about $183,145 at 4% or $122,097 at 6%. |
| Briaud Financial Planning Inc. Profit Sharing Plan | - | 8 | $1,068,428 | $117,213 | $14,652iApproximate average salary by contribution assumption: employee only about $366,291 at 4% or $244,194 at 6%; with 50% employer match about $244,194 at 4% or $162,796 at 6%; with 100% employer match about $183,145 at 4% or $122,097 at 6%. |
| 2011 | 1 | 7 | $1,034,818 | $108,930 | $15,561iApproximate average salary by contribution assumption: employee only about $389,036 at 4% or $259,357 at 6%; with 50% employer match about $259,357 at 4% or $172,905 at 6%; with 100% employer match about $194,518 at 4% or $129,679 at 6%. |
| Briaud Financial Planning Inc. Profit Sharing Plan | - | 7 | $1,034,818 | $108,930 | $15,561iApproximate average salary by contribution assumption: employee only about $389,036 at 4% or $259,357 at 6%; with 50% employer match about $259,357 at 4% or $172,905 at 6%; with 100% employer match about $194,518 at 4% or $129,679 at 6%. |
| 2010 | 1 | 10 | $882,240 | $111,479 | $11,148iApproximate average salary by contribution assumption: employee only about $278,698 at 4% or $185,798 at 6%; with 50% employer match about $185,798 at 4% or $123,866 at 6%; with 100% employer match about $139,349 at 4% or $92,899 at 6%. |
| Briaud Financial Planning Inc. Profit Sharing Plan | - | 10 | $882,240 | $111,479 | $11,148iApproximate average salary by contribution assumption: employee only about $278,698 at 4% or $185,798 at 6%; with 50% employer match about $185,798 at 4% or $123,866 at 6%; with 100% employer match about $139,349 at 4% or $92,899 at 6%. |
| 2009 | 1 | 10 | $806,381 | $75,980 | $7,598iApproximate average salary by contribution assumption: employee only about $189,950 at 4% or $126,633 at 6%; with 50% employer match about $126,633 at 4% or $84,422 at 6%; with 100% employer match about $94,975 at 4% or $63,317 at 6%. |
| Briaud Financial Planning Inc. Profit Sharing Plan | - | 10 | $806,381 | $75,980 | $7,598iApproximate average salary by contribution assumption: employee only about $189,950 at 4% or $126,633 at 6%; with 50% employer match about $126,633 at 4% or $84,422 at 6%; with 100% employer match about $94,975 at 4% or $63,317 at 6%. |
| 2008 | 1 | 8 | $735,608 | $66,636 | $8,330iApproximate average salary by contribution assumption: employee only about $208,238 at 4% or $138,825 at 6%; with 50% employer match about $138,825 at 4% or $92,550 at 6%; with 100% employer match about $104,119 at 4% or $69,413 at 6%. |
| Briaud Financial Planning Inc. Profit Sharing Plan | - | 8 | $735,608 | $66,636 | $8,330iApproximate average salary by contribution assumption: employee only about $208,238 at 4% or $138,825 at 6%; with 50% employer match about $138,825 at 4% or $92,550 at 6%; with 100% employer match about $104,119 at 4% or $69,413 at 6%. |
| 2007 | 1 | 5 | $706,521 | $56,894 | $11,379iApproximate average salary by contribution assumption: employee only about $284,470 at 4% or $189,647 at 6%; with 50% employer match about $189,647 at 4% or $126,431 at 6%; with 100% employer match about $142,235 at 4% or $94,823 at 6%. |
| Briaud Financial Planning Inc. Profit Sharing Plan | - | 5 | $706,521 | $56,894 | $11,379iApproximate average salary by contribution assumption: employee only about $284,470 at 4% or $189,647 at 6%; with 50% employer match about $189,647 at 4% or $126,431 at 6%; with 100% employer match about $142,235 at 4% or $94,823 at 6%. |
| 2006 | 1 | 6 | $588,303 | $57,962 | $9,660iApproximate average salary by contribution assumption: employee only about $241,508 at 4% or $161,006 at 6%; with 50% employer match about $161,006 at 4% or $107,337 at 6%; with 100% employer match about $120,754 at 4% or $80,503 at 6%. |
| Briaud Financial Planning Inc. Profit Sharing Plan | - | 6 | $588,303 | $57,962 | $9,660iApproximate average salary by contribution assumption: employee only about $241,508 at 4% or $161,006 at 6%; with 50% employer match about $161,006 at 4% or $107,337 at 6%; with 100% employer match about $120,754 at 4% or $80,503 at 6%. |
| 2005 | 1 | 5 | $506,401 | $51,196 | $10,239iApproximate average salary by contribution assumption: employee only about $255,980 at 4% or $170,653 at 6%; with 50% employer match about $170,653 at 4% or $113,769 at 6%; with 100% employer match about $127,990 at 4% or $85,327 at 6%. |
| Briaud Financial Planning Inc. Profit Sharing Plan | - | 5 | $506,401 | $51,196 | $10,239iApproximate average salary by contribution assumption: employee only about $255,980 at 4% or $170,653 at 6%; with 50% employer match about $170,653 at 4% or $113,769 at 6%; with 100% employer match about $127,990 at 4% or $85,327 at 6%. |
| 2004 | 1 | 8 | $442,370 | $59,873 | $7,484iApproximate average salary by contribution assumption: employee only about $187,103 at 4% or $124,735 at 6%; with 50% employer match about $124,735 at 4% or $83,157 at 6%; with 100% employer match about $93,552 at 4% or $62,368 at 6%. |
| Briaud Financial Planning Inc. Profit Sharing Plan | - | 8 | $442,370 | $59,873 | $7,484iApproximate average salary by contribution assumption: employee only about $187,103 at 4% or $124,735 at 6%; with 50% employer match about $124,735 at 4% or $83,157 at 6%; with 100% employer match about $93,552 at 4% or $62,368 at 6%. |
| 2003 | 1 | 8 | $366,735 | $67,533 | $8,442iApproximate average salary by contribution assumption: employee only about $211,041 at 4% or $140,694 at 6%; with 50% employer match about $140,694 at 4% or $93,796 at 6%; with 100% employer match about $105,520 at 4% or $70,347 at 6%. |
| Briaud Financial Planning Inc. Profit Sharing Plan | - | 8 | $366,735 | $67,533 | $8,442iApproximate average salary by contribution assumption: employee only about $211,041 at 4% or $140,694 at 6%; with 50% employer match about $140,694 at 4% or $93,796 at 6%; with 100% employer match about $105,520 at 4% or $70,347 at 6%. |
| 2002 | 1 | 9 | $284,424 | $40,063 | $4,451iApproximate average salary by contribution assumption: employee only about $111,286 at 4% or $74,191 at 6%; with 50% employer match about $74,191 at 4% or $49,460 at 6%; with 100% employer match about $55,643 at 4% or $37,095 at 6%. |
| Briaud Financial Planning Inc. Profit Sharing Plan | - | 9 | $284,424 | $40,063 | $4,451iApproximate average salary by contribution assumption: employee only about $111,286 at 4% or $74,191 at 6%; with 50% employer match about $74,191 at 4% or $49,460 at 6%; with 100% employer match about $55,643 at 4% or $37,095 at 6%. |
| 2001 | 1 | 6 | $250,886 | $42,474 | $7,079iApproximate average salary by contribution assumption: employee only about $176,975 at 4% or $117,983 at 6%; with 50% employer match about $117,983 at 4% or $78,656 at 6%; with 100% employer match about $88,488 at 4% or $58,992 at 6%. |
| Briaud Financial Planning Inc. Profit Sharing Plan | - | 6 | $250,886 | $42,474 | $7,079iApproximate average salary by contribution assumption: employee only about $176,975 at 4% or $117,983 at 6%; with 50% employer match about $117,983 at 4% or $78,656 at 6%; with 100% employer match about $88,488 at 4% or $58,992 at 6%. |
| 2000 | 1 | 4 | $215,389 | $42,966 | $10,742iApproximate average salary by contribution assumption: employee only about $268,538 at 4% or $179,025 at 6%; with 50% employer match about $179,025 at 4% or $119,350 at 6%; with 100% employer match about $134,269 at 4% or $89,513 at 6%. |
| Briaud Financial Planning Inc. Profit Sharing Plan | - | 4 | $215,389 | $42,966 | $10,742iApproximate average salary by contribution assumption: employee only about $268,538 at 4% or $179,025 at 6%; with 50% employer match about $179,025 at 4% or $119,350 at 6%; with 100% employer match about $134,269 at 4% or $89,513 at 6%. |
| 1999 | 1 | 4 | $153,073 | $34,939 | $8,735iApproximate average salary by contribution assumption: employee only about $218,369 at 4% or $145,579 at 6%; with 50% employer match about $145,579 at 4% or $97,053 at 6%; with 100% employer match about $109,184 at 4% or $72,790 at 6%. |
| Briaud Financial Planning Inc. Profit Sharing Plan | - | 4 | $153,073 | $34,939 | $8,735iApproximate average salary by contribution assumption: employee only about $218,369 at 4% or $145,579 at 6%; with 50% employer match about $145,579 at 4% or $97,053 at 6%; with 100% employer match about $109,184 at 4% or $72,790 at 6%. |