Civic Intelligence

Bree & Associates Inc.

Plan context: Bree & Associates Inc. 401(K) Psp

EIN 74-2961821 • Raleigh, NC • 18 filings • 6 plans

3434 Edwards Mill Road #112-344Raleigh, NC 27612
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$1,182,936

2024 Contributions

$127,445

Historical Graphs

Total Assets Over Time

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

$1,182,936$591,468$0200620172024YearValue
$1,182,936Latest year 2024

Participants Over Time

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

20100200620162024YearValue
18Latest 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
2024118$1,182,936$127,445$7,080iApproximate average salary by contribution assumption: employee only about $177,007 at 4% or $118,005 at 6%; with 50% employer match about $118,005 at 4% or $78,670 at 6%; with 100% employer match about $88,503 at 4% or $59,002 at 6%.
Bree & Associates Inc. 401(K) Psp-18$1,182,936$127,445$7,080iApproximate average salary by contribution assumption: employee only about $177,007 at 4% or $118,005 at 6%; with 50% employer match about $118,005 at 4% or $78,670 at 6%; with 100% employer match about $88,503 at 4% or $59,002 at 6%.
2023120$969,473$121,821$6,091iApproximate average salary by contribution assumption: employee only about $152,276 at 4% or $101,518 at 6%; with 50% employer match about $101,518 at 4% or $67,678 at 6%; with 100% employer match about $76,138 at 4% or $50,759 at 6%.
Bree & Associates Inc. 401(K) Psp-20$969,473$121,821$6,091iApproximate average salary by contribution assumption: employee only about $152,276 at 4% or $101,518 at 6%; with 50% employer match about $101,518 at 4% or $67,678 at 6%; with 100% employer match about $76,138 at 4% or $50,759 at 6%.
2022119$730,686$109,800$5,779iApproximate average salary by contribution assumption: employee only about $144,474 at 4% or $96,316 at 6%; with 50% employer match about $96,316 at 4% or $64,211 at 6%; with 100% employer match about $72,237 at 4% or $48,158 at 6%.
Bree & Associates Inc. 401(K) Psp-19$730,686$109,800$5,779iApproximate average salary by contribution assumption: employee only about $144,474 at 4% or $96,316 at 6%; with 50% employer match about $96,316 at 4% or $64,211 at 6%; with 100% employer match about $72,237 at 4% or $48,158 at 6%.
2021119$780,757$104,759$5,514iApproximate average salary by contribution assumption: employee only about $137,841 at 4% or $91,894 at 6%; with 50% employer match about $91,894 at 4% or $61,263 at 6%; with 100% employer match about $68,920 at 4% or $45,947 at 6%.
Bree & Associates Inc. 401(K) Psp-19$780,757$104,759$5,514iApproximate average salary by contribution assumption: employee only about $137,841 at 4% or $91,894 at 6%; with 50% employer match about $91,894 at 4% or $61,263 at 6%; with 100% employer match about $68,920 at 4% or $45,947 at 6%.
2020118$641,648$142,882$7,938iApproximate average salary by contribution assumption: employee only about $198,447 at 4% or $132,298 at 6%; with 50% employer match about $132,298 at 4% or $88,199 at 6%; with 100% employer match about $99,224 at 4% or $66,149 at 6%.
Bree & Associates Inc. 401(K) Psp-18$641,648$142,882$7,938iApproximate average salary by contribution assumption: employee only about $198,447 at 4% or $132,298 at 6%; with 50% employer match about $132,298 at 4% or $88,199 at 6%; with 100% employer match about $99,224 at 4% or $66,149 at 6%.
2019118$506,837$95,970$5,332iApproximate average salary by contribution assumption: employee only about $133,292 at 4% or $88,861 at 6%; with 50% employer match about $88,861 at 4% or $59,241 at 6%; with 100% employer match about $66,646 at 4% or $44,431 at 6%.
Bree & Associates Inc. 401(K) Psp-18$506,837$95,970$5,332iApproximate average salary by contribution assumption: employee only about $133,292 at 4% or $88,861 at 6%; with 50% employer match about $88,861 at 4% or $59,241 at 6%; with 100% employer match about $66,646 at 4% or $44,431 at 6%.
2018115$379,602$72,544$4,836iApproximate average salary by contribution assumption: employee only about $120,907 at 4% or $80,604 at 6%; with 50% employer match about $80,604 at 4% or $53,736 at 6%; with 100% employer match about $60,453 at 4% or $40,302 at 6%.
Bree & Associates Inc. 401(K) Psp-15$379,602$72,544$4,836iApproximate average salary by contribution assumption: employee only about $120,907 at 4% or $80,604 at 6%; with 50% employer match about $80,604 at 4% or $53,736 at 6%; with 100% employer match about $60,453 at 4% or $40,302 at 6%.
2017110$338,526$53,874$5,387iApproximate average salary by contribution assumption: employee only about $134,685 at 4% or $89,790 at 6%; with 50% employer match about $89,790 at 4% or $59,860 at 6%; with 100% employer match about $67,343 at 4% or $44,895 at 6%.
Bree & Associates Inc. 401(K) Psp-10$338,526$53,874$5,387iApproximate average salary by contribution assumption: employee only about $134,685 at 4% or $89,790 at 6%; with 50% employer match about $89,790 at 4% or $59,860 at 6%; with 100% employer match about $67,343 at 4% or $44,895 at 6%.
201617$273,550$37,580$5,369iApproximate average salary by contribution assumption: employee only about $134,214 at 4% or $89,476 at 6%; with 50% employer match about $89,476 at 4% or $59,651 at 6%; with 100% employer match about $67,107 at 4% or $44,738 at 6%.
Bree & Associates Inc. 401(K) Psp-7$273,550$37,580$5,369iApproximate average salary by contribution assumption: employee only about $134,214 at 4% or $89,476 at 6%; with 50% employer match about $89,476 at 4% or $59,651 at 6%; with 100% employer match about $67,107 at 4% or $44,738 at 6%.
201517$228,801$33,438$4,777iApproximate average salary by contribution assumption: employee only about $119,421 at 4% or $79,614 at 6%; with 50% employer match about $79,614 at 4% or $53,076 at 6%; with 100% employer match about $59,711 at 4% or $39,807 at 6%.
Bree & Associates Inc. 401(K) Psp-7$228,801$33,438$4,777iApproximate average salary by contribution assumption: employee only about $119,421 at 4% or $79,614 at 6%; with 50% employer match about $79,614 at 4% or $53,076 at 6%; with 100% employer match about $59,711 at 4% or $39,807 at 6%.
2013111$220,368$39,918$3,629iApproximate average salary by contribution assumption: employee only about $90,723 at 4% or $60,482 at 6%; with 50% employer match about $60,482 at 4% or $40,321 at 6%; with 100% employer match about $45,361 at 4% or $30,241 at 6%.
Bree & Associates Inc. 401(K) Psp-11$220,368$39,918$3,629iApproximate average salary by contribution assumption: employee only about $90,723 at 4% or $60,482 at 6%; with 50% employer match about $60,482 at 4% or $40,321 at 6%; with 100% employer match about $45,361 at 4% or $30,241 at 6%.
2012110$203,946$19,061$1,906iApproximate average salary by contribution assumption: employee only about $47,653 at 4% or $31,768 at 6%; with 50% employer match about $31,768 at 4% or $21,179 at 6%; with 100% employer match about $23,826 at 4% or $15,884 at 6%.
Bree & Associates Inc. 401(K) Psp-10$203,946$19,061$1,906iApproximate average salary by contribution assumption: employee only about $47,653 at 4% or $31,768 at 6%; with 50% employer match about $31,768 at 4% or $21,179 at 6%; with 100% employer match about $23,826 at 4% or $15,884 at 6%.
2011211$347,119$88,111$8,010iApproximate average salary by contribution assumption: employee only about $200,252 at 4% or $133,502 at 6%; with 50% employer match about $133,502 at 4% or $89,001 at 6%; with 100% employer match about $100,126 at 4% or $66,751 at 6%.
Bree & Associates Inc. 401(K) Psp-11$183,390$44,055$4,005iApproximate average salary by contribution assumption: employee only about $100,125 at 4% or $66,750 at 6%; with 50% employer match about $66,750 at 4% or $44,500 at 6%; with 100% employer match about $50,063 at 4% or $33,375 at 6%.
Bree & Associates Inc. 401(K) Psp-11$163,729$44,056$4,005iApproximate average salary by contribution assumption: employee only about $100,127 at 4% or $66,752 at 6%; with 50% employer match about $66,752 at 4% or $44,501 at 6%; with 100% employer match about $50,064 at 4% or $33,376 at 6%.
201017$112,612$25,794$3,685iApproximate average salary by contribution assumption: employee only about $92,121 at 4% or $61,414 at 6%; with 50% employer match about $61,414 at 4% or $40,943 at 6%; with 100% employer match about $46,061 at 4% or $30,707 at 6%.
Bree & Associates Inc. 401(K) Psp-7$112,612$25,794$3,685iApproximate average salary by contribution assumption: employee only about $92,121 at 4% or $61,414 at 6%; with 50% employer match about $61,414 at 4% or $40,943 at 6%; with 100% employer match about $46,061 at 4% or $30,707 at 6%.
200916$83,456$27,917$4,653iApproximate average salary by contribution assumption: employee only about $116,321 at 4% or $77,547 at 6%; with 50% employer match about $77,547 at 4% or $51,698 at 6%; with 100% employer match about $58,160 at 4% or $38,774 at 6%.
Bree & Associates Inc. 401(K) Psp-6$83,456$27,917$4,653iApproximate average salary by contribution assumption: employee only about $116,321 at 4% or $77,547 at 6%; with 50% employer match about $77,547 at 4% or $51,698 at 6%; with 100% employer match about $58,160 at 4% or $38,774 at 6%.
200717$0$0-
Bree & Associates Inc. 401(K) Psp-7---
200613$20,091$20,077$6,692iApproximate average salary by contribution assumption: employee only about $167,308 at 4% or $111,539 at 6%; with 50% employer match about $111,539 at 4% or $74,359 at 6%; with 100% employer match about $83,654 at 4% or $55,769 at 6%.
Bree & Associates Inc. 401(K) Psp-3$20,091$20,077$6,692iApproximate average salary by contribution assumption: employee only about $167,308 at 4% or $111,539 at 6%; with 50% employer match about $111,539 at 4% or $74,359 at 6%; with 100% employer match about $83,654 at 4% or $55,769 at 6%.