Civic Intelligence

BRANDON RHEUMATOLOGY, LLC

Plan context: BRANDON RHEUMATOLOGY, INC. CASH BALANCE PLAN

EIN 86-3255586 • Oldsmar, FL • 6 filings • 2 plans

3180 Curlew Road, Unit 205Oldsmar, FL 34677
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$398,087

2025 Contributions

$19,356

Historical Graphs

Total Assets Over Time

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

$398,087$199,044$0202320242025YearValue
$398,087Latest year 2025

Participants Over Time

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

530202320242025YearValue
5Latest year 2025

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
202525$398,087$19,356$3,871iApproximate average salary by contribution assumption: employee only about $96,780 at 4% or $64,520 at 6%; with 50% employer match about $64,520 at 4% or $43,013 at 6%; with 100% employer match about $48,390 at 4% or $32,260 at 6%.
BRANDON RHEUMATOLOGY, INC. CASH BALANCE PLAN-3$262,313$1,000$333iApproximate average salary by contribution assumption: employee only about $8,333 at 4% or $5,556 at 6%; with 50% employer match about $5,556 at 4% or $3,704 at 6%; with 100% employer match about $4,167 at 4% or $2,778 at 6%.
BRANDON RHEUMATOLOGY, LLC 401(K) PROFIT SHARING PLAN-5$135,774$18,356$3,671iApproximate average salary by contribution assumption: employee only about $91,780 at 4% or $61,187 at 6%; with 50% employer match about $61,187 at 4% or $40,791 at 6%; with 100% employer match about $45,890 at 4% or $30,593 at 6%.
202424$332,360$25,586$6,397iApproximate average salary by contribution assumption: employee only about $159,913 at 4% or $106,608 at 6%; with 50% employer match about $106,608 at 4% or $71,072 at 6%; with 100% employer match about $79,956 at 4% or $53,304 at 6%.
BRANDON RHEUMATOLOGY, INC. CASH BALANCE PLAN-3$231,446$0-
BRANDON RHEUMATOLOGY, LLC 401(K) PROFIT SHARING PLAN-4$100,914$25,586$6,397iApproximate average salary by contribution assumption: employee only about $159,913 at 4% or $106,608 at 6%; with 50% employer match about $106,608 at 4% or $71,072 at 6%; with 100% employer match about $79,956 at 4% or $53,304 at 6%.
202324$277,356$69,636$17,409iApproximate average salary by contribution assumption: employee only about $435,225 at 4% or $290,150 at 6%; with 50% employer match about $290,150 at 4% or $193,433 at 6%; with 100% employer match about $217,613 at 4% or $145,075 at 6%.
BRANDON RHEUMATOLOGY, INC. CASH BALANCE PLAN-4$209,248$2,600$650iApproximate average salary by contribution assumption: employee only about $16,250 at 4% or $10,833 at 6%; with 50% employer match about $10,833 at 4% or $7,222 at 6%; with 100% employer match about $8,125 at 4% or $5,417 at 6%.
BRANDON RHEUMATOLOGY, LLC 401(K) PROFIT SHARING PLAN-4$68,108$67,036$16,759iApproximate average salary by contribution assumption: employee only about $418,975 at 4% or $279,317 at 6%; with 50% employer match about $279,317 at 4% or $186,211 at 6%; with 100% employer match about $209,488 at 4% or $139,658 at 6%.