SHERYL L. ILES-BRUNK CPA
Plan context: ILES-BRUNK CPA 401(K) PLAN
EIN 77-0339312 • Santa Barbara, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$446,376
2025 Contributions
$98,591
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 | 1 | 5 | $446,376 | $98,591 | $19,718iApproximate average salary by contribution assumption: employee only about $492,955 at 4% or $328,637 at 6%; with 50% employer match about $328,637 at 4% or $219,091 at 6%; with 100% employer match about $246,478 at 4% or $164,318 at 6%. |
| ILES-BRUNK CPA 401(K) PLAN | - | 5 | $446,376 | $98,591 | $19,718iApproximate average salary by contribution assumption: employee only about $492,955 at 4% or $328,637 at 6%; with 50% employer match about $328,637 at 4% or $219,091 at 6%; with 100% employer match about $246,478 at 4% or $164,318 at 6%. |
| 2024 | 1 | 5 | $277,035 | $90,559 | $18,112iApproximate average salary by contribution assumption: employee only about $452,795 at 4% or $301,863 at 6%; with 50% employer match about $301,863 at 4% or $201,242 at 6%; with 100% employer match about $226,398 at 4% or $150,932 at 6%. |
| ILES-BRUNK CPA 401(K) PLAN | - | 5 | $277,035 | $90,559 | $18,112iApproximate average salary by contribution assumption: employee only about $452,795 at 4% or $301,863 at 6%; with 50% employer match about $301,863 at 4% or $201,242 at 6%; with 100% employer match about $226,398 at 4% or $150,932 at 6%. |
| 2023 | 1 | 5 | $152,856 | $84,726 | $16,945iApproximate average salary by contribution assumption: employee only about $423,630 at 4% or $282,420 at 6%; with 50% employer match about $282,420 at 4% or $188,280 at 6%; with 100% employer match about $211,815 at 4% or $141,210 at 6%. |
| ILES-BRUNK CPA 401(K) PLAN | - | 5 | $152,856 | $84,726 | $16,945iApproximate average salary by contribution assumption: employee only about $423,630 at 4% or $282,420 at 6%; with 50% employer match about $282,420 at 4% or $188,280 at 6%; with 100% employer match about $211,815 at 4% or $141,210 at 6%. |
| 2022 | 1 | 5 | $48,994 | $52,184 | $10,437iApproximate average salary by contribution assumption: employee only about $260,920 at 4% or $173,947 at 6%; with 50% employer match about $173,947 at 4% or $115,964 at 6%; with 100% employer match about $130,460 at 4% or $86,973 at 6%. |
| ILES-BRUNK CPA 401(K) PLAN | - | 5 | $48,994 | $52,184 | $10,437iApproximate average salary by contribution assumption: employee only about $260,920 at 4% or $173,947 at 6%; with 50% employer match about $173,947 at 4% or $115,964 at 6%; with 100% employer match about $130,460 at 4% or $86,973 at 6%. |