Civic Intelligence

Brannan - Rolan Financial Group

Plan context: Brannan - Rolan Financial Group Salary Reduction Profit Sharing Plan

EIN 85-0198972 • Artesia, NM • 15 filings • 4 plans

702 West Main StreetArtesia, NM 88210
Current Snapshot

Latest Year

2013

2013 Participants

4

2013 Assets

$430,096

2013 Contributions

$51,819

Historical Graphs

Total Assets Over Time

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

$749,910$374,955$0199920062013YearValue
$430,096Latest year 2013

Participants Over Time

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

630199920062013YearValue
4Latest year 2013

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
201314$430,096$51,819$12,955iApproximate average salary by contribution assumption: employee only about $323,869 at 4% or $215,913 at 6%; with 50% employer match about $215,913 at 4% or $143,942 at 6%; with 100% employer match about $161,934 at 4% or $107,956 at 6%.
Brannan - Rolan Financial Group Salary Reduction Profit Sharing Plan-4$430,096$51,819$12,955iApproximate average salary by contribution assumption: employee only about $323,869 at 4% or $215,913 at 6%; with 50% employer match about $215,913 at 4% or $143,942 at 6%; with 100% employer match about $161,934 at 4% or $107,956 at 6%.
201214$325,259$38,839$9,710iApproximate average salary by contribution assumption: employee only about $242,744 at 4% or $161,829 at 6%; with 50% employer match about $161,829 at 4% or $107,886 at 6%; with 100% employer match about $121,372 at 4% or $80,915 at 6%.
Brannan - Rolan Financial Group Salary Reduction Profit Sharing Plan-4$325,259$38,839$9,710iApproximate average salary by contribution assumption: employee only about $242,744 at 4% or $161,829 at 6%; with 50% employer match about $161,829 at 4% or $107,886 at 6%; with 100% employer match about $121,372 at 4% or $80,915 at 6%.
201114$281,068$48,376$12,094iApproximate average salary by contribution assumption: employee only about $302,350 at 4% or $201,567 at 6%; with 50% employer match about $201,567 at 4% or $134,378 at 6%; with 100% employer match about $151,175 at 4% or $100,783 at 6%.
Brannan - Rolan Financial Group Salary Reduction Profit Sharing Plan-4$281,068$48,376$12,094iApproximate average salary by contribution assumption: employee only about $302,350 at 4% or $201,567 at 6%; with 50% employer match about $201,567 at 4% or $134,378 at 6%; with 100% employer match about $151,175 at 4% or $100,783 at 6%.
201014$349,123$55,631$13,908iApproximate average salary by contribution assumption: employee only about $347,694 at 4% or $231,796 at 6%; with 50% employer match about $231,796 at 4% or $154,531 at 6%; with 100% employer match about $173,847 at 4% or $115,898 at 6%.
Brannan - Rolan Financial Group Salary Reduction Profit Sharing Plan-4$349,123$55,631$13,908iApproximate average salary by contribution assumption: employee only about $347,694 at 4% or $231,796 at 6%; with 50% employer match about $231,796 at 4% or $154,531 at 6%; with 100% employer match about $173,847 at 4% or $115,898 at 6%.
200914$290,829$53,989$13,497iApproximate average salary by contribution assumption: employee only about $337,431 at 4% or $224,954 at 6%; with 50% employer match about $224,954 at 4% or $149,969 at 6%; with 100% employer match about $168,716 at 4% or $112,477 at 6%.
Brannan - Rolan Financial Group Salary Reduction Profit Sharing Plan-4$290,829$53,989$13,497iApproximate average salary by contribution assumption: employee only about $337,431 at 4% or $224,954 at 6%; with 50% employer match about $224,954 at 4% or $149,969 at 6%; with 100% employer match about $168,716 at 4% or $112,477 at 6%.
200814$175,095$49,104$12,276iApproximate average salary by contribution assumption: employee only about $306,900 at 4% or $204,600 at 6%; with 50% employer match about $204,600 at 4% or $136,400 at 6%; with 100% employer match about $153,450 at 4% or $102,300 at 6%.
Brannan - Rolan Financial Group Salary Reduction Profit Sharing Plan-4$175,095$49,104$12,276iApproximate average salary by contribution assumption: employee only about $306,900 at 4% or $204,600 at 6%; with 50% employer match about $204,600 at 4% or $136,400 at 6%; with 100% employer match about $153,450 at 4% or $102,300 at 6%.
200714$0$0-
Brannan - Rolan Financial Group Salary Reduction Profit Sharing Plan-4---
200614$126,362$43,992$10,998iApproximate average salary by contribution assumption: employee only about $274,950 at 4% or $183,300 at 6%; with 50% employer match about $183,300 at 4% or $122,200 at 6%; with 100% employer match about $137,475 at 4% or $91,650 at 6%.
Brannan - Rolan Financial Group Salary Reduction Profit Sharing Plan-4$126,362$43,992$10,998iApproximate average salary by contribution assumption: employee only about $274,950 at 4% or $183,300 at 6%; with 50% employer match about $183,300 at 4% or $122,200 at 6%; with 100% employer match about $137,475 at 4% or $91,650 at 6%.
200515$749,910$28,744$5,749iApproximate average salary by contribution assumption: employee only about $143,720 at 4% or $95,813 at 6%; with 50% employer match about $95,813 at 4% or $63,876 at 6%; with 100% employer match about $71,860 at 4% or $47,907 at 6%.
Brannan - Rolan Financial Group Salary Reduction Profit Sharing Plan-5$749,910$28,744$5,749iApproximate average salary by contribution assumption: employee only about $143,720 at 4% or $95,813 at 6%; with 50% employer match about $95,813 at 4% or $63,876 at 6%; with 100% employer match about $71,860 at 4% or $47,907 at 6%.
200414$665,002$22,476$5,619iApproximate average salary by contribution assumption: employee only about $140,475 at 4% or $93,650 at 6%; with 50% employer match about $93,650 at 4% or $62,433 at 6%; with 100% employer match about $70,238 at 4% or $46,825 at 6%.
Brannan - Rolan Financial Group Salary Reduction Profit Sharing Plan-4$665,002$22,476$5,619iApproximate average salary by contribution assumption: employee only about $140,475 at 4% or $93,650 at 6%; with 50% employer match about $93,650 at 4% or $62,433 at 6%; with 100% employer match about $70,238 at 4% or $46,825 at 6%.
200315$580,858$24,348$4,870iApproximate average salary by contribution assumption: employee only about $121,740 at 4% or $81,160 at 6%; with 50% employer match about $81,160 at 4% or $54,107 at 6%; with 100% employer match about $60,870 at 4% or $40,580 at 6%.
Brannan - Rolan Financial Group Salary Reduction Profit Sharing Plan-5$580,858$24,348$4,870iApproximate average salary by contribution assumption: employee only about $121,740 at 4% or $81,160 at 6%; with 50% employer match about $81,160 at 4% or $54,107 at 6%; with 100% employer match about $60,870 at 4% or $40,580 at 6%.
200214$442,373$12,364$3,091iApproximate average salary by contribution assumption: employee only about $77,275 at 4% or $51,517 at 6%; with 50% employer match about $51,517 at 4% or $34,344 at 6%; with 100% employer match about $38,638 at 4% or $25,758 at 6%.
Brannan - Rolan Financial Group Salary Reduction Profit Sharing Plan-4$442,373$12,364$3,091iApproximate average salary by contribution assumption: employee only about $77,275 at 4% or $51,517 at 6%; with 50% employer match about $51,517 at 4% or $34,344 at 6%; with 100% employer match about $38,638 at 4% or $25,758 at 6%.
200115$0$0-
Brannan - Rolan Financial Group Salary Reduction Profit Sharing Plan-5---
200016$607,859$10,651$1,775iApproximate average salary by contribution assumption: employee only about $44,379 at 4% or $29,586 at 6%; with 50% employer match about $29,586 at 4% or $19,724 at 6%; with 100% employer match about $22,190 at 4% or $14,793 at 6%.
Brannan - Rolan Financial Group Salary Reduction Profit Sharing Plan-6$607,859$10,651$1,775iApproximate average salary by contribution assumption: employee only about $44,379 at 4% or $29,586 at 6%; with 50% employer match about $29,586 at 4% or $19,724 at 6%; with 100% employer match about $22,190 at 4% or $14,793 at 6%.
199915$691,107$10,312$2,062iApproximate average salary by contribution assumption: employee only about $51,560 at 4% or $34,373 at 6%; with 50% employer match about $34,373 at 4% or $22,916 at 6%; with 100% employer match about $25,780 at 4% or $17,187 at 6%.
Brannan - Rolan Financial Group Salary Reduction Profit Sharing Plan-5$691,107$10,312$2,062iApproximate average salary by contribution assumption: employee only about $51,560 at 4% or $34,373 at 6%; with 50% employer match about $34,373 at 4% or $22,916 at 6%; with 100% employer match about $25,780 at 4% or $17,187 at 6%.