Civic Intelligence

Brk Associates

Plan context: Brk Associates Money Purchase Pension Plan

EIN 94-3292195 • San Ramon, CA • 31 filings • 3 plans

2610 Crow Canyon Road, Suite 115San Ramon, CA 94583
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$3,661,549

2024 Contributions

$207,000

Historical Graphs

Total Assets Over Time

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

$3,671,462$1,835,731$0199920132024YearValue
$3,661,549Latest year 2024

Participants Over Time

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

420199920122024YearValue
3Latest 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
202423$3,661,549$207,000$69,000iApproximate average salary by contribution assumption: employee only about $1,725,000 at 4% or $1,150,000 at 6%; with 50% employer match about $1,150,000 at 4% or $766,667 at 6%; with 100% employer match about $862,500 at 4% or $575,000 at 6%.
Brk Associates Money Purchase Pension Plan-3$3,035,527$207,000$69,000iApproximate average salary by contribution assumption: employee only about $1,725,000 at 4% or $1,150,000 at 6%; with 50% employer match about $1,150,000 at 4% or $766,667 at 6%; with 100% employer match about $862,500 at 4% or $575,000 at 6%.
BRK ASSOCIATES PENSION PLAN-3$626,022$0-
202324$3,671,462$115,125$28,781iApproximate average salary by contribution assumption: employee only about $719,531 at 4% or $479,688 at 6%; with 50% employer match about $479,688 at 4% or $319,792 at 6%; with 100% employer match about $359,766 at 4% or $239,844 at 6%.
Brk Associates Money Purchase Pension Plan-4$3,104,779$115,125$28,781iApproximate average salary by contribution assumption: employee only about $719,531 at 4% or $479,688 at 6%; with 50% employer match about $479,688 at 4% or $319,792 at 6%; with 100% employer match about $359,766 at 4% or $239,844 at 6%.
BRK ASSOCIATES PENSION PLAN-3$566,683$0-
202224$3,033,576$254,650$63,663iApproximate average salary by contribution assumption: employee only about $1,591,563 at 4% or $1,061,042 at 6%; with 50% employer match about $1,061,042 at 4% or $707,361 at 6%; with 100% employer match about $795,781 at 4% or $530,521 at 6%.
Brk Associates Money Purchase Pension Plan-4$2,498,039$79,650$19,913iApproximate average salary by contribution assumption: employee only about $497,813 at 4% or $331,875 at 6%; with 50% employer match about $331,875 at 4% or $221,250 at 6%; with 100% employer match about $248,906 at 4% or $165,938 at 6%.
BRK ASSOCIATES PENSION PLAN-3$535,537$175,000$58,333iApproximate average salary by contribution assumption: employee only about $1,458,333 at 4% or $972,222 at 6%; with 50% employer match about $972,222 at 4% or $648,148 at 6%; with 100% employer match about $729,167 at 4% or $486,111 at 6%.
202124$3,533,463$275,622$68,906iApproximate average salary by contribution assumption: employee only about $1,722,638 at 4% or $1,148,425 at 6%; with 50% employer match about $1,148,425 at 4% or $765,617 at 6%; with 100% employer match about $861,319 at 4% or $574,213 at 6%.
Brk Associates Money Purchase Pension Plan-4$3,117,329$75,622$18,906iApproximate average salary by contribution assumption: employee only about $472,638 at 4% or $315,092 at 6%; with 50% employer match about $315,092 at 4% or $210,061 at 6%; with 100% employer match about $236,319 at 4% or $157,546 at 6%.
BRK ASSOCIATES PENSION PLAN-3$416,134$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
202024$2,769,994$238,425$59,606iApproximate average salary by contribution assumption: employee only about $1,490,156 at 4% or $993,438 at 6%; with 50% employer match about $993,438 at 4% or $662,292 at 6%; with 100% employer match about $745,078 at 4% or $496,719 at 6%.
Brk Associates Money Purchase Pension Plan-4$2,552,994$21,425$5,356iApproximate average salary by contribution assumption: employee only about $133,906 at 4% or $89,271 at 6%; with 50% employer match about $89,271 at 4% or $59,514 at 6%; with 100% employer match about $66,953 at 4% or $44,635 at 6%.
BRK ASSOCIATES PENSION PLAN-3$217,000$217,000$72,333iApproximate average salary by contribution assumption: employee only about $1,808,333 at 4% or $1,205,556 at 6%; with 50% employer match about $1,205,556 at 4% or $803,704 at 6%; with 100% employer match about $904,167 at 4% or $602,778 at 6%.
201914$2,222,043$148,100$37,025iApproximate average salary by contribution assumption: employee only about $925,625 at 4% or $617,083 at 6%; with 50% employer match about $617,083 at 4% or $411,389 at 6%; with 100% employer match about $462,813 at 4% or $308,542 at 6%.
Brk Associates Money Purchase Pension Plan-4$2,222,043$148,100$37,025iApproximate average salary by contribution assumption: employee only about $925,625 at 4% or $617,083 at 6%; with 50% employer match about $617,083 at 4% or $411,389 at 6%; with 100% employer match about $462,813 at 4% or $308,542 at 6%.
201814$1,712,725$126,600$31,650iApproximate average salary by contribution assumption: employee only about $791,250 at 4% or $527,500 at 6%; with 50% employer match about $527,500 at 4% or $351,667 at 6%; with 100% employer match about $395,625 at 4% or $263,750 at 6%.
Brk Associates Money Purchase Pension Plan-4$1,712,725$126,600$31,650iApproximate average salary by contribution assumption: employee only about $791,250 at 4% or $527,500 at 6%; with 50% employer match about $527,500 at 4% or $351,667 at 6%; with 100% employer match about $395,625 at 4% or $263,750 at 6%.
201714$1,706,223$136,100$34,025iApproximate average salary by contribution assumption: employee only about $850,625 at 4% or $567,083 at 6%; with 50% employer match about $567,083 at 4% or $378,056 at 6%; with 100% employer match about $425,313 at 4% or $283,542 at 6%.
Brk Associates Money Purchase Pension Plan-4$1,706,223$136,100$34,025iApproximate average salary by contribution assumption: employee only about $850,625 at 4% or $567,083 at 6%; with 50% employer match about $567,083 at 4% or $378,056 at 6%; with 100% employer match about $425,313 at 4% or $283,542 at 6%.
201614$1,373,619$125,637$31,409iApproximate average salary by contribution assumption: employee only about $785,231 at 4% or $523,488 at 6%; with 50% employer match about $523,488 at 4% or $348,992 at 6%; with 100% employer match about $392,616 at 4% or $261,744 at 6%.
Brk Associates Money Purchase Pension Plan-4$1,373,619$125,637$31,409iApproximate average salary by contribution assumption: employee only about $785,231 at 4% or $523,488 at 6%; with 50% employer match about $523,488 at 4% or $348,992 at 6%; with 100% employer match about $392,616 at 4% or $261,744 at 6%.
201513$1,194,104$104,563$34,854iApproximate average salary by contribution assumption: employee only about $871,358 at 4% or $580,906 at 6%; with 50% employer match about $580,906 at 4% or $387,270 at 6%; with 100% employer match about $435,679 at 4% or $290,453 at 6%.
Brk Associates Money Purchase Pension Plan-3$1,194,104$104,563$34,854iApproximate average salary by contribution assumption: employee only about $871,358 at 4% or $580,906 at 6%; with 50% employer match about $580,906 at 4% or $387,270 at 6%; with 100% employer match about $435,679 at 4% or $290,453 at 6%.
201413$1,137,681$104,934$34,978iApproximate average salary by contribution assumption: employee only about $874,450 at 4% or $582,967 at 6%; with 50% employer match about $582,967 at 4% or $388,644 at 6%; with 100% employer match about $437,225 at 4% or $291,483 at 6%.
Brk Associates Money Purchase Pension Plan-3$1,137,681$104,934$34,978iApproximate average salary by contribution assumption: employee only about $874,450 at 4% or $582,967 at 6%; with 50% employer match about $582,967 at 4% or $388,644 at 6%; with 100% employer match about $437,225 at 4% or $291,483 at 6%.
201313$990,522$86,971$28,990iApproximate average salary by contribution assumption: employee only about $724,758 at 4% or $483,172 at 6%; with 50% employer match about $483,172 at 4% or $322,115 at 6%; with 100% employer match about $362,379 at 4% or $241,586 at 6%.
Brk Associates Money Purchase Pension Plan-3$990,522$86,971$28,990iApproximate average salary by contribution assumption: employee only about $724,758 at 4% or $483,172 at 6%; with 50% employer match about $483,172 at 4% or $322,115 at 6%; with 100% employer match about $362,379 at 4% or $241,586 at 6%.
201214$1,099,753$77,704$19,426iApproximate average salary by contribution assumption: employee only about $485,650 at 4% or $323,767 at 6%; with 50% employer match about $323,767 at 4% or $215,844 at 6%; with 100% employer match about $242,825 at 4% or $161,883 at 6%.
Brk Associates Money Purchase Pension Plan-4$1,099,753$77,704$19,426iApproximate average salary by contribution assumption: employee only about $485,650 at 4% or $323,767 at 6%; with 50% employer match about $323,767 at 4% or $215,844 at 6%; with 100% employer match about $242,825 at 4% or $161,883 at 6%.
201113$934,495$68,750$22,917iApproximate average salary by contribution assumption: employee only about $572,917 at 4% or $381,944 at 6%; with 50% employer match about $381,944 at 4% or $254,630 at 6%; with 100% employer match about $286,458 at 4% or $190,972 at 6%.
Brk Associates Money Purchase Pension Plan-3$934,495$68,750$22,917iApproximate average salary by contribution assumption: employee only about $572,917 at 4% or $381,944 at 6%; with 50% employer match about $381,944 at 4% or $254,630 at 6%; with 100% employer match about $286,458 at 4% or $190,972 at 6%.
201013$893,032$62,111$20,704iApproximate average salary by contribution assumption: employee only about $517,592 at 4% or $345,061 at 6%; with 50% employer match about $345,061 at 4% or $230,041 at 6%; with 100% employer match about $258,796 at 4% or $172,531 at 6%.
Brk Associates Money Purchase Pension Plan-3$893,032$62,111$20,704iApproximate average salary by contribution assumption: employee only about $517,592 at 4% or $345,061 at 6%; with 50% employer match about $345,061 at 4% or $230,041 at 6%; with 100% employer match about $258,796 at 4% or $172,531 at 6%.
200913$765,965$64,736$21,579iApproximate average salary by contribution assumption: employee only about $539,467 at 4% or $359,644 at 6%; with 50% employer match about $359,644 at 4% or $239,763 at 6%; with 100% employer match about $269,733 at 4% or $179,822 at 6%.
Brk Associates Money Purchase Pension Plan-3$765,965$64,736$21,579iApproximate average salary by contribution assumption: employee only about $539,467 at 4% or $359,644 at 6%; with 50% employer match about $359,644 at 4% or $239,763 at 6%; with 100% employer match about $269,733 at 4% or $179,822 at 6%.
200813$569,194$49,993$16,664iApproximate average salary by contribution assumption: employee only about $416,608 at 4% or $277,739 at 6%; with 50% employer match about $277,739 at 4% or $185,159 at 6%; with 100% employer match about $208,304 at 4% or $138,869 at 6%.
Brk Associates Money Purchase Pension Plan-3$569,194$49,993$16,664iApproximate average salary by contribution assumption: employee only about $416,608 at 4% or $277,739 at 6%; with 50% employer match about $277,739 at 4% or $185,159 at 6%; with 100% employer match about $208,304 at 4% or $138,869 at 6%.
200713$0$0-
Brk Associates Money Purchase Pension Plan-3---
200614$576,185$131,668$32,917iApproximate average salary by contribution assumption: employee only about $822,925 at 4% or $548,617 at 6%; with 50% employer match about $548,617 at 4% or $365,744 at 6%; with 100% employer match about $411,463 at 4% or $274,308 at 6%.
Brk Associates Money Purchase Pension Plan-4$576,185$131,668$32,917iApproximate average salary by contribution assumption: employee only about $822,925 at 4% or $548,617 at 6%; with 50% employer match about $548,617 at 4% or $365,744 at 6%; with 100% employer match about $411,463 at 4% or $274,308 at 6%.
200513$409,331$95,185$31,728iApproximate average salary by contribution assumption: employee only about $793,208 at 4% or $528,806 at 6%; with 50% employer match about $528,806 at 4% or $352,537 at 6%; with 100% employer match about $396,604 at 4% or $264,403 at 6%.
Brk Associates Money Purchase Pension Plan-3$409,331$95,185$31,728iApproximate average salary by contribution assumption: employee only about $793,208 at 4% or $528,806 at 6%; with 50% employer match about $528,806 at 4% or $352,537 at 6%; with 100% employer match about $396,604 at 4% or $264,403 at 6%.
200413$302,787$56,000$18,667iApproximate average salary by contribution assumption: employee only about $466,667 at 4% or $311,111 at 6%; with 50% employer match about $311,111 at 4% or $207,407 at 6%; with 100% employer match about $233,333 at 4% or $155,556 at 6%.
Brk Associates Money Purchase Pension Plan-3$302,787$56,000$18,667iApproximate average salary by contribution assumption: employee only about $466,667 at 4% or $311,111 at 6%; with 50% employer match about $311,111 at 4% or $207,407 at 6%; with 100% employer match about $233,333 at 4% or $155,556 at 6%.
200313$228,556$0-
Brk Associates Money Purchase Pension Plan-3$228,556--
200213$197,680$0-
Brk Associates Money Purchase Pension Plan-3$197,680--
200113$219,335$88,648$29,549iApproximate average salary by contribution assumption: employee only about $738,733 at 4% or $492,489 at 6%; with 50% employer match about $492,489 at 4% or $328,326 at 6%; with 100% employer match about $369,367 at 4% or $246,244 at 6%.
Brk Associates Money Purchase Pension Plan-3$219,335$88,648$29,549iApproximate average salary by contribution assumption: employee only about $738,733 at 4% or $492,489 at 6%; with 50% employer match about $492,489 at 4% or $328,326 at 6%; with 100% employer match about $369,367 at 4% or $246,244 at 6%.
200013$0$0-
Brk Associates Money Purchase Pension Plan-3---
199912$124,991$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Brk Associates Money Purchase Pension Plan-2$124,991$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.