Brunick, Alvarez & Battersby PLC
Plan context: Brunick, Alvarez & Battersby PLC Profit Sharing Plan & Trust
EIN 95-3282495 • San Bernardino, CA • 32 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$4,418,263
2024 Contributions
$37,000
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 9 | $4,418,263 | $37,000 | $4,111iApproximate average salary by contribution assumption: employee only about $102,778 at 4% or $68,519 at 6%; with 50% employer match about $68,519 at 4% or $45,679 at 6%; with 100% employer match about $51,389 at 4% or $34,259 at 6%. |
| Brunick, Alvarez & Battersby PLC Profit Sharing Plan & Trust | - | 9 | $4,418,263 | $37,000 | $4,111iApproximate average salary by contribution assumption: employee only about $102,778 at 4% or $68,519 at 6%; with 50% employer match about $68,519 at 4% or $45,679 at 6%; with 100% employer match about $51,389 at 4% or $34,259 at 6%. |
| 2023 | 1 | 9 | $9,613,397 | $1,205,858 | $133,984iApproximate average salary by contribution assumption: employee only about $3,349,606 at 4% or $2,233,070 at 6%; with 50% employer match about $2,233,070 at 4% or $1,488,714 at 6%; with 100% employer match about $1,674,803 at 4% or $1,116,535 at 6%. |
| Brunick, Alvarez & Battersby PLC Profit Sharing Plan & Trust | - | 9 | $9,613,397 | $1,205,858 | $133,984iApproximate average salary by contribution assumption: employee only about $3,349,606 at 4% or $2,233,070 at 6%; with 50% employer match about $2,233,070 at 4% or $1,488,714 at 6%; with 100% employer match about $1,674,803 at 4% or $1,116,535 at 6%. |
| 2022 | 1 | 10 | $8,483,153 | $49,682 | $4,968iApproximate average salary by contribution assumption: employee only about $124,205 at 4% or $82,803 at 6%; with 50% employer match about $82,803 at 4% or $55,202 at 6%; with 100% employer match about $62,103 at 4% or $41,402 at 6%. |
| Brunick, Alvarez & Battersby PLC Profit Sharing Plan & Trust | - | 10 | $8,483,153 | $49,682 | $4,968iApproximate average salary by contribution assumption: employee only about $124,205 at 4% or $82,803 at 6%; with 50% employer match about $82,803 at 4% or $55,202 at 6%; with 100% employer match about $62,103 at 4% or $41,402 at 6%. |
| 2021 | 1 | 10 | $9,846,712 | $70,168 | $7,017iApproximate average salary by contribution assumption: employee only about $175,420 at 4% or $116,947 at 6%; with 50% employer match about $116,947 at 4% or $77,964 at 6%; with 100% employer match about $87,710 at 4% or $58,473 at 6%. |
| Brunick, Alvarez & Battersby PLC Profit Sharing Plan & Trust | - | 10 | $9,846,712 | $70,168 | $7,017iApproximate average salary by contribution assumption: employee only about $175,420 at 4% or $116,947 at 6%; with 50% employer match about $116,947 at 4% or $77,964 at 6%; with 100% employer match about $87,710 at 4% or $58,473 at 6%. |
| 2020 | 1 | 10 | $9,093,259 | $73,158 | $7,316iApproximate average salary by contribution assumption: employee only about $182,895 at 4% or $121,930 at 6%; with 50% employer match about $121,930 at 4% or $81,287 at 6%; with 100% employer match about $91,448 at 4% or $60,965 at 6%. |
| Brunick, Alvarez & Battersby PLC Profit Sharing Plan & Trust | - | 10 | $9,093,259 | $73,158 | $7,316iApproximate average salary by contribution assumption: employee only about $182,895 at 4% or $121,930 at 6%; with 50% employer match about $121,930 at 4% or $81,287 at 6%; with 100% employer match about $91,448 at 4% or $60,965 at 6%. |
| 2019 | 1 | 9 | $8,745,895 | $42,809 | $4,757iApproximate average salary by contribution assumption: employee only about $118,914 at 4% or $79,276 at 6%; with 50% employer match about $79,276 at 4% or $52,851 at 6%; with 100% employer match about $59,457 at 4% or $39,638 at 6%. |
| Brunick, Alvarez & Battersby PLC Profit Sharing Plan & Trust | - | 9 | $8,745,895 | $42,809 | $4,757iApproximate average salary by contribution assumption: employee only about $118,914 at 4% or $79,276 at 6%; with 50% employer match about $79,276 at 4% or $52,851 at 6%; with 100% employer match about $59,457 at 4% or $39,638 at 6%. |
| 2018 | 1 | 9 | $7,401,490 | $45,852 | $5,095iApproximate average salary by contribution assumption: employee only about $127,367 at 4% or $84,911 at 6%; with 50% employer match about $84,911 at 4% or $56,607 at 6%; with 100% employer match about $63,683 at 4% or $42,456 at 6%. |
| Brunick, Alvarez & Battersby PLC Profit Sharing Plan & Trust | - | 9 | $7,401,490 | $45,852 | $5,095iApproximate average salary by contribution assumption: employee only about $127,367 at 4% or $84,911 at 6%; with 50% employer match about $84,911 at 4% or $56,607 at 6%; with 100% employer match about $63,683 at 4% or $42,456 at 6%. |
| 2017 | 1 | 9 | $7,727,317 | $68,800 | $7,644iApproximate average salary by contribution assumption: employee only about $191,111 at 4% or $127,407 at 6%; with 50% employer match about $127,407 at 4% or $84,938 at 6%; with 100% employer match about $95,556 at 4% or $63,704 at 6%. |
| Brunick, Alvarez & Battersby PLC Profit Sharing Plan & Trust | - | 9 | $7,727,317 | $68,800 | $7,644iApproximate average salary by contribution assumption: employee only about $191,111 at 4% or $127,407 at 6%; with 50% employer match about $127,407 at 4% or $84,938 at 6%; with 100% employer match about $95,556 at 4% or $63,704 at 6%. |
| 2016 | 1 | 8 | $6,790,288 | $82,000 | $10,250iApproximate average salary by contribution assumption: employee only about $256,250 at 4% or $170,833 at 6%; with 50% employer match about $170,833 at 4% or $113,889 at 6%; with 100% employer match about $128,125 at 4% or $85,417 at 6%. |
| Brunick, Alvarez & Battersby PLC Profit Sharing Plan & Trust | - | 8 | $6,790,288 | $82,000 | $10,250iApproximate average salary by contribution assumption: employee only about $256,250 at 4% or $170,833 at 6%; with 50% employer match about $170,833 at 4% or $113,889 at 6%; with 100% employer match about $128,125 at 4% or $85,417 at 6%. |
| 2015 | 1 | 8 | $6,272,995 | $66,300 | $8,288iApproximate average salary by contribution assumption: employee only about $207,188 at 4% or $138,125 at 6%; with 50% employer match about $138,125 at 4% or $92,083 at 6%; with 100% employer match about $103,594 at 4% or $69,063 at 6%. |
| Brunick, Alvarez & Battersby PLC Profit Sharing Plan & Trust | - | 8 | $6,272,995 | $66,300 | $8,288iApproximate average salary by contribution assumption: employee only about $207,188 at 4% or $138,125 at 6%; with 50% employer match about $138,125 at 4% or $92,083 at 6%; with 100% employer match about $103,594 at 4% or $69,063 at 6%. |
| 2014 | 1 | 8 | $6,374,879 | $68,000 | $8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%. |
| Brunick, Alvarez & Battersby PLC Profit Sharing Plan & Trust | - | 8 | $6,374,879 | $68,000 | $8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%. |
| 2013 | 1 | 9 | $6,152,598 | $68,708 | $7,634iApproximate average salary by contribution assumption: employee only about $190,856 at 4% or $127,237 at 6%; with 50% employer match about $127,237 at 4% or $84,825 at 6%; with 100% employer match about $95,428 at 4% or $63,619 at 6%. |
| Brunick, Alvarez & Battersby PLC Profit Sharing Plan & Trust | - | 9 | $6,152,598 | $68,708 | $7,634iApproximate average salary by contribution assumption: employee only about $190,856 at 4% or $127,237 at 6%; with 50% employer match about $127,237 at 4% or $84,825 at 6%; with 100% employer match about $95,428 at 4% or $63,619 at 6%. |
| 2012 | 1 | 12 | $6,657,167 | $118,632 | $9,886iApproximate average salary by contribution assumption: employee only about $247,150 at 4% or $164,767 at 6%; with 50% employer match about $164,767 at 4% or $109,844 at 6%; with 100% employer match about $123,575 at 4% or $82,383 at 6%. |
| Brunick, Alvarez & Battersby PLC Profit Sharing Plan & Trust | - | 12 | $6,657,167 | $118,632 | $9,886iApproximate average salary by contribution assumption: employee only about $247,150 at 4% or $164,767 at 6%; with 50% employer match about $164,767 at 4% or $109,844 at 6%; with 100% employer match about $123,575 at 4% or $82,383 at 6%. |
| 2011 | 1 | 15 | $6,378,656 | $61,500 | $4,100iApproximate average salary by contribution assumption: employee only about $102,500 at 4% or $68,333 at 6%; with 50% employer match about $68,333 at 4% or $45,556 at 6%; with 100% employer match about $51,250 at 4% or $34,167 at 6%. |
| Brunick, Alvarez & Battersby PLC Profit Sharing Plan & Trust | - | 15 | $6,378,656 | $61,500 | $4,100iApproximate average salary by contribution assumption: employee only about $102,500 at 4% or $68,333 at 6%; with 50% employer match about $68,333 at 4% or $45,556 at 6%; with 100% employer match about $51,250 at 4% or $34,167 at 6%. |
| 2010 | 1 | 17 | $6,786,037 | $180,000 | $10,588iApproximate average salary by contribution assumption: employee only about $264,706 at 4% or $176,471 at 6%; with 50% employer match about $176,471 at 4% or $117,647 at 6%; with 100% employer match about $132,353 at 4% or $88,235 at 6%. |
| Brunick, Alvarez & Battersby PLC Profit Sharing Plan & Trust | - | 17 | $6,786,037 | $180,000 | $10,588iApproximate average salary by contribution assumption: employee only about $264,706 at 4% or $176,471 at 6%; with 50% employer match about $176,471 at 4% or $117,647 at 6%; with 100% employer match about $132,353 at 4% or $88,235 at 6%. |
| 2009 | 1 | 18 | $6,039,664 | $181,000 | $10,056iApproximate average salary by contribution assumption: employee only about $251,389 at 4% or $167,593 at 6%; with 50% employer match about $167,593 at 4% or $111,728 at 6%; with 100% employer match about $125,694 at 4% or $83,796 at 6%. |
| Brunick, Alvarez & Battersby PLC Profit Sharing Plan & Trust | - | 18 | $6,039,664 | $181,000 | $10,056iApproximate average salary by contribution assumption: employee only about $251,389 at 4% or $167,593 at 6%; with 50% employer match about $167,593 at 4% or $111,728 at 6%; with 100% employer match about $125,694 at 4% or $83,796 at 6%. |
| 2008 | 1 | 15 | $4,982,377 | $221,000 | $14,733iApproximate average salary by contribution assumption: employee only about $368,333 at 4% or $245,556 at 6%; with 50% employer match about $245,556 at 4% or $163,704 at 6%; with 100% employer match about $184,167 at 4% or $122,778 at 6%. |
| Brunick, Alvarez & Battersby PLC Profit Sharing Plan & Trust | - | 15 | $4,982,377 | $221,000 | $14,733iApproximate average salary by contribution assumption: employee only about $368,333 at 4% or $245,556 at 6%; with 50% employer match about $245,556 at 4% or $163,704 at 6%; with 100% employer match about $184,167 at 4% or $122,778 at 6%. |
| 2007 | 1 | 14 | $6,948,494 | $204,137 | $14,581iApproximate average salary by contribution assumption: employee only about $364,530 at 4% or $243,020 at 6%; with 50% employer match about $243,020 at 4% or $162,013 at 6%; with 100% employer match about $182,265 at 4% or $121,510 at 6%. |
| Brunick, Alvarez & Battersby PLC Profit Sharing Plan & Trust | - | 14 | $6,948,494 | $204,137 | $14,581iApproximate average salary by contribution assumption: employee only about $364,530 at 4% or $243,020 at 6%; with 50% employer match about $243,020 at 4% or $162,013 at 6%; with 100% employer match about $182,265 at 4% or $121,510 at 6%. |
| 2006 | 1 | 13 | $6,476,391 | $207,553 | $15,966iApproximate average salary by contribution assumption: employee only about $399,140 at 4% or $266,094 at 6%; with 50% employer match about $266,094 at 4% or $177,396 at 6%; with 100% employer match about $199,570 at 4% or $133,047 at 6%. |
| Brunick, Alvarez & Battersby PLC Profit Sharing Plan & Trust | - | 13 | $6,476,391 | $207,553 | $15,966iApproximate average salary by contribution assumption: employee only about $399,140 at 4% or $266,094 at 6%; with 50% employer match about $266,094 at 4% or $177,396 at 6%; with 100% employer match about $199,570 at 4% or $133,047 at 6%. |
| 2005 | 1 | 12 | $5,596,304 | $191,128 | $15,927iApproximate average salary by contribution assumption: employee only about $398,183 at 4% or $265,456 at 6%; with 50% employer match about $265,456 at 4% or $176,970 at 6%; with 100% employer match about $199,092 at 4% or $132,728 at 6%. |
| Brunick, Alvarez & Battersby PLC Profit Sharing Plan & Trust | - | 12 | $5,596,304 | $191,128 | $15,927iApproximate average salary by contribution assumption: employee only about $398,183 at 4% or $265,456 at 6%; with 50% employer match about $265,456 at 4% or $176,970 at 6%; with 100% employer match about $199,092 at 4% or $132,728 at 6%. |
| 2004 | 2 | 14 | $4,740,724 | $129,250 | $9,232iApproximate average salary by contribution assumption: employee only about $230,804 at 4% or $153,869 at 6%; with 50% employer match about $153,869 at 4% or $102,579 at 6%; with 100% employer match about $115,402 at 4% or $76,935 at 6%. |
| Brunick, Alvarez & Battersby PLC Profit Sharing Plan & Trust | - | 14 | $4,740,724 | $129,250 | $9,232iApproximate average salary by contribution assumption: employee only about $230,804 at 4% or $153,869 at 6%; with 50% employer match about $153,869 at 4% or $102,579 at 6%; with 100% employer match about $115,402 at 4% or $76,935 at 6%. |
| Brunick, Alvarez & Battersby PLC Money Purchase Plan & Trust | - | 0 | - | - | - |
| 2003 | 2 | 19 | $4,722,810 | $258,258 | $13,593iApproximate average salary by contribution assumption: employee only about $339,813 at 4% or $226,542 at 6%; with 50% employer match about $226,542 at 4% or $151,028 at 6%; with 100% employer match about $169,907 at 4% or $113,271 at 6%. |
| Brunick, Alvarez & Battersby PLC Money Purchase Plan & Trust | - | 19 | $2,491,027 | $150,825 | $7,938iApproximate average salary by contribution assumption: employee only about $198,454 at 4% or $132,303 at 6%; with 50% employer match about $132,303 at 4% or $88,202 at 6%; with 100% employer match about $99,227 at 4% or $66,151 at 6%. |
| Brunick, Alvarez & Battersby PLC Profit Sharing Plan & Trust | - | 19 | $2,231,783 | $107,433 | $5,654iApproximate average salary by contribution assumption: employee only about $141,359 at 4% or $94,239 at 6%; with 50% employer match about $94,239 at 4% or $62,826 at 6%; with 100% employer match about $70,680 at 4% or $47,120 at 6%. |
| 2002 | 2 | 20 | $4,059,432 | $386,894 | $19,345iApproximate average salary by contribution assumption: employee only about $483,618 at 4% or $322,412 at 6%; with 50% employer match about $322,412 at 4% or $214,941 at 6%; with 100% employer match about $241,809 at 4% or $161,206 at 6%. |
| Brunick, Alvarez & Battersby PLC Money Purchase Plan & Trust | - | 20 | $2,127,800 | $179,603 | $8,980iApproximate average salary by contribution assumption: employee only about $224,504 at 4% or $149,669 at 6%; with 50% employer match about $149,669 at 4% or $99,779 at 6%; with 100% employer match about $112,252 at 4% or $74,835 at 6%. |
| Brunick, Alvarez & Battersby PLC Profit Sharing Plan & Trust | - | 20 | $1,931,632 | $207,291 | $10,365iApproximate average salary by contribution assumption: employee only about $259,114 at 4% or $172,743 at 6%; with 50% employer match about $172,743 at 4% or $115,162 at 6%; with 100% employer match about $129,557 at 4% or $86,371 at 6%. |
| 2001 | 2 | 14 | $3,969,774 | $160,000 | $11,429iApproximate average salary by contribution assumption: employee only about $285,714 at 4% or $190,476 at 6%; with 50% employer match about $190,476 at 4% or $126,984 at 6%; with 100% employer match about $142,857 at 4% or $95,238 at 6%. |
| Brunick, Alvarez & Battersby PLC Money Purchase Plan & Trust | - | 14 | $2,106,784 | $99,671 | $7,119iApproximate average salary by contribution assumption: employee only about $177,984 at 4% or $118,656 at 6%; with 50% employer match about $118,656 at 4% or $79,104 at 6%; with 100% employer match about $88,992 at 4% or $59,328 at 6%. |
| Brunick, Alvarez & Battersby PLC Profit Sharing Plan & Trust | - | 14 | $1,862,990 | $60,329 | $4,309iApproximate average salary by contribution assumption: employee only about $107,730 at 4% or $71,820 at 6%; with 50% employer match about $71,820 at 4% or $47,880 at 6%; with 100% employer match about $53,865 at 4% or $35,910 at 6%. |
| 2000 | 2 | 14 | $1,796,727 | $64,673 | $4,620iApproximate average salary by contribution assumption: employee only about $115,488 at 4% or $76,992 at 6%; with 50% employer match about $76,992 at 4% or $51,328 at 6%; with 100% employer match about $57,744 at 4% or $38,496 at 6%. |
| Brunick, Alvarez & Battersby PLC Profit Sharing Plan & Trust | - | 14 | $1,796,727 | $64,673 | $4,620iApproximate average salary by contribution assumption: employee only about $115,488 at 4% or $76,992 at 6%; with 50% employer match about $76,992 at 4% or $51,328 at 6%; with 100% employer match about $57,744 at 4% or $38,496 at 6%. |
| Brunick, Alvarez & Battersby PLC Money Purchase Plan & Trust | - | 14 | - | - | - |
| 1999 | 2 | 15 | $3,464,304 | $160,000 | $10,667iApproximate average salary by contribution assumption: employee only about $266,667 at 4% or $177,778 at 6%; with 50% employer match about $177,778 at 4% or $118,519 at 6%; with 100% employer match about $133,333 at 4% or $88,889 at 6%. |
| Brunick, Alvarez & Battersby PLC Money Purchase Plan & Trust | - | 15 | $1,816,380 | $106,531 | $7,102iApproximate average salary by contribution assumption: employee only about $177,552 at 4% or $118,368 at 6%; with 50% employer match about $118,368 at 4% or $78,912 at 6%; with 100% employer match about $88,776 at 4% or $59,184 at 6%. |
| Brunick, Alvarez & Battersby PLC Profit Sharing Plan & Trust | - | 15 | $1,647,924 | $53,469 | $3,565iApproximate average salary by contribution assumption: employee only about $89,115 at 4% or $59,410 at 6%; with 50% employer match about $59,410 at 4% or $39,607 at 6%; with 100% employer match about $44,558 at 4% or $29,705 at 6%. |