Civic Intelligence

Branch Financial LLC

Plan context: Branch Financial 401(K) Plan

EIN 82-0628587 • Columbus, OH • 10 filings • 3 plans

20 E Broad St1200Columbus, OH 43215
Current Snapshot

Latest Year

2024

2024 Participants

181

2024 Assets

$11,192,726

2024 Contributions

$3,214,385

Historical Graphs

Total Assets Over Time

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

$11,192,726$5,596,363$0201820212024YearValue
$11,192,726Latest year 2024

Participants Over Time

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

4332170201820212024YearValue
181Latest 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
20242181$11,192,726$3,214,385$17,759iApproximate average salary by contribution assumption: employee only about $443,976 at 4% or $295,984 at 6%; with 50% employer match about $295,984 at 4% or $197,323 at 6%; with 100% employer match about $221,988 at 4% or $147,992 at 6%.
Branch Financial 401(K) Plan-178$11,192,726$3,214,385$18,058iApproximate average salary by contribution assumption: employee only about $451,459 at 4% or $300,972 at 6%; with 50% employer match about $300,972 at 4% or $200,648 at 6%; with 100% employer match about $225,729 at 4% or $150,486 at 6%.
Branch Financial LLC Health and Welfare Plan-181---
20232433$9,616,113$4,981,152$11,504iApproximate average salary by contribution assumption: employee only about $287,595 at 4% or $191,730 at 6%; with 50% employer match about $191,730 at 4% or $127,820 at 6%; with 100% employer match about $143,798 at 4% or $95,865 at 6%.
Branch Financial 401(K) Plan-385$9,616,113$4,981,152$12,938iApproximate average salary by contribution assumption: employee only about $323,451 at 4% or $215,634 at 6%; with 50% employer match about $215,634 at 4% or $143,756 at 6%; with 100% employer match about $161,726 at 4% or $107,817 at 6%.
Branch Financial LLC Health and Welfare Plan-433---
20222406$5,061,857$3,311,451$8,156iApproximate average salary by contribution assumption: employee only about $203,907 at 4% or $135,938 at 6%; with 50% employer match about $135,938 at 4% or $90,625 at 6%; with 100% employer match about $101,954 at 4% or $67,969 at 6%.
Branch Financial 401(K) Plan-406$5,061,857$3,311,451$8,156iApproximate average salary by contribution assumption: employee only about $203,907 at 4% or $135,938 at 6%; with 50% employer match about $135,938 at 4% or $90,625 at 6%; with 100% employer match about $101,954 at 4% or $67,969 at 6%.
Branch Financial LLC Health and Welfare Plan-348---
20211165$2,237,146$584,265$3,541iApproximate average salary by contribution assumption: employee only about $88,525 at 4% or $59,017 at 6%; with 50% employer match about $59,017 at 4% or $39,344 at 6%; with 100% employer match about $44,263 at 4% or $29,508 at 6%.
Branch Financial 401(K) Plan-165$2,237,146$584,265$3,541iApproximate average salary by contribution assumption: employee only about $88,525 at 4% or $59,017 at 6%; with 50% employer match about $59,017 at 4% or $39,344 at 6%; with 100% employer match about $44,263 at 4% or $29,508 at 6%.
2020145$1,449,761$185,715$4,127iApproximate average salary by contribution assumption: employee only about $103,175 at 4% or $68,783 at 6%; with 50% employer match about $68,783 at 4% or $45,856 at 6%; with 100% employer match about $51,588 at 4% or $34,392 at 6%.
Branch Financial 401(K) Plan-45$1,449,761$185,715$4,127iApproximate average salary by contribution assumption: employee only about $103,175 at 4% or $68,783 at 6%; with 50% employer match about $68,783 at 4% or $45,856 at 6%; with 100% employer match about $51,588 at 4% or $34,392 at 6%.
201919$1,097,569$546,225$60,692iApproximate average salary by contribution assumption: employee only about $1,517,292 at 4% or $1,011,528 at 6%; with 50% employer match about $1,011,528 at 4% or $674,352 at 6%; with 100% employer match about $758,646 at 4% or $505,764 at 6%.
Branch Financial 401(K) Plan-9$1,097,569$546,225$60,692iApproximate average salary by contribution assumption: employee only about $1,517,292 at 4% or $1,011,528 at 6%; with 50% employer match about $1,011,528 at 4% or $674,352 at 6%; with 100% employer match about $758,646 at 4% or $505,764 at 6%.
201812$410,180$458,476$229,238iApproximate average salary by contribution assumption: employee only about $5,730,950 at 4% or $3,820,633 at 6%; with 50% employer match about $3,820,633 at 4% or $2,547,089 at 6%; with 100% employer match about $2,865,475 at 4% or $1,910,317 at 6%.
Branch Financial 401(K) Plan-2$410,180$458,476$229,238iApproximate average salary by contribution assumption: employee only about $5,730,950 at 4% or $3,820,633 at 6%; with 50% employer match about $3,820,633 at 4% or $2,547,089 at 6%; with 100% employer match about $2,865,475 at 4% or $1,910,317 at 6%.