Civic Intelligence

Smith & Breckenridge Inc

Plan context: Smith & Breckenridge Inc Retirement Plan

EIN 95-3590808 • Yorba Linda, CA • 21 filings • 2 plans

22605 LA Palma AvenueSuite 512Yorba Linda, CA 92887
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,301,703

2025 Contributions

$66,676

Historical Graphs

Total Assets Over Time

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

$1,301,703$650,852$0200520162025YearValue
$1,301,703Latest year 2025

Participants Over Time

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

320200520152025YearValue
3Latest 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
202513$1,301,703$66,676$22,225iApproximate average salary by contribution assumption: employee only about $555,633 at 4% or $370,422 at 6%; with 50% employer match about $370,422 at 4% or $246,948 at 6%; with 100% employer match about $277,817 at 4% or $185,211 at 6%.
Smith & Breckenridge Inc Retirement Plan-3$1,301,703$66,676$22,225iApproximate average salary by contribution assumption: employee only about $555,633 at 4% or $370,422 at 6%; with 50% employer match about $370,422 at 4% or $246,948 at 6%; with 100% employer match about $277,817 at 4% or $185,211 at 6%.
202413$1,232,032$52,188$17,396iApproximate average salary by contribution assumption: employee only about $434,900 at 4% or $289,933 at 6%; with 50% employer match about $289,933 at 4% or $193,289 at 6%; with 100% employer match about $217,450 at 4% or $144,967 at 6%.
Smith & Breckenridge Inc Retirement Plan-3$1,232,032$52,188$17,396iApproximate average salary by contribution assumption: employee only about $434,900 at 4% or $289,933 at 6%; with 50% employer match about $289,933 at 4% or $193,289 at 6%; with 100% employer match about $217,450 at 4% or $144,967 at 6%.
202313$1,164,876$50,864$16,955iApproximate average salary by contribution assumption: employee only about $423,867 at 4% or $282,578 at 6%; with 50% employer match about $282,578 at 4% or $188,385 at 6%; with 100% employer match about $211,933 at 4% or $141,289 at 6%.
Smith & Breckenridge Inc Retirement Plan-3$1,164,876$50,864$16,955iApproximate average salary by contribution assumption: employee only about $423,867 at 4% or $282,578 at 6%; with 50% employer match about $282,578 at 4% or $188,385 at 6%; with 100% employer match about $211,933 at 4% or $141,289 at 6%.
202213$1,061,581$59,855$19,952iApproximate average salary by contribution assumption: employee only about $498,792 at 4% or $332,528 at 6%; with 50% employer match about $332,528 at 4% or $221,685 at 6%; with 100% employer match about $249,396 at 4% or $166,264 at 6%.
Smith & Breckenridge Inc Retirement Plan-3$1,061,581$59,855$19,952iApproximate average salary by contribution assumption: employee only about $498,792 at 4% or $332,528 at 6%; with 50% employer match about $332,528 at 4% or $221,685 at 6%; with 100% employer match about $249,396 at 4% or $166,264 at 6%.
202113$1,189,400$59,826$19,942iApproximate average salary by contribution assumption: employee only about $498,550 at 4% or $332,367 at 6%; with 50% employer match about $332,367 at 4% or $221,578 at 6%; with 100% employer match about $249,275 at 4% or $166,183 at 6%.
Smith & Breckenridge Inc Retirement Plan-3$1,189,400$59,826$19,942iApproximate average salary by contribution assumption: employee only about $498,550 at 4% or $332,367 at 6%; with 50% employer match about $332,367 at 4% or $221,578 at 6%; with 100% employer match about $249,275 at 4% or $166,183 at 6%.
202013$1,017,877$59,588$19,863iApproximate average salary by contribution assumption: employee only about $496,567 at 4% or $331,044 at 6%; with 50% employer match about $331,044 at 4% or $220,696 at 6%; with 100% employer match about $248,283 at 4% or $165,522 at 6%.
Smith & Breckenridge Inc Retirement Plan-3$1,017,877$59,588$19,863iApproximate average salary by contribution assumption: employee only about $496,567 at 4% or $331,044 at 6%; with 50% employer match about $331,044 at 4% or $220,696 at 6%; with 100% employer match about $248,283 at 4% or $165,522 at 6%.
201913$856,541$57,441$19,147iApproximate average salary by contribution assumption: employee only about $478,675 at 4% or $319,117 at 6%; with 50% employer match about $319,117 at 4% or $212,744 at 6%; with 100% employer match about $239,338 at 4% or $159,558 at 6%.
Smith & Breckenridge Inc Retirement Plan-3$856,541$57,441$19,147iApproximate average salary by contribution assumption: employee only about $478,675 at 4% or $319,117 at 6%; with 50% employer match about $319,117 at 4% or $212,744 at 6%; with 100% employer match about $239,338 at 4% or $159,558 at 6%.
201813$722,671$3,297$1,099iApproximate average salary by contribution assumption: employee only about $27,475 at 4% or $18,317 at 6%; with 50% employer match about $18,317 at 4% or $12,211 at 6%; with 100% employer match about $13,738 at 4% or $9,158 at 6%.
Smith & Breckenridge Inc Retirement Plan-3$722,671$3,297$1,099iApproximate average salary by contribution assumption: employee only about $27,475 at 4% or $18,317 at 6%; with 50% employer match about $18,317 at 4% or $12,211 at 6%; with 100% employer match about $13,738 at 4% or $9,158 at 6%.
201713$748,593$54,844$18,281iApproximate average salary by contribution assumption: employee only about $457,033 at 4% or $304,689 at 6%; with 50% employer match about $304,689 at 4% or $203,126 at 6%; with 100% employer match about $228,517 at 4% or $152,344 at 6%.
Smith & Breckenridge Inc Retirement Plan-3$748,593$54,844$18,281iApproximate average salary by contribution assumption: employee only about $457,033 at 4% or $304,689 at 6%; with 50% employer match about $304,689 at 4% or $203,126 at 6%; with 100% employer match about $228,517 at 4% or $152,344 at 6%.
201613$653,292$54,732$18,244iApproximate average salary by contribution assumption: employee only about $456,100 at 4% or $304,067 at 6%; with 50% employer match about $304,067 at 4% or $202,711 at 6%; with 100% employer match about $228,050 at 4% or $152,033 at 6%.
Smith & Breckenridge Inc Retirement Plan-3$653,292$54,732$18,244iApproximate average salary by contribution assumption: employee only about $456,100 at 4% or $304,067 at 6%; with 50% employer match about $304,067 at 4% or $202,711 at 6%; with 100% employer match about $228,050 at 4% or $152,033 at 6%.
201513$577,356$54,441$18,147iApproximate average salary by contribution assumption: employee only about $453,675 at 4% or $302,450 at 6%; with 50% employer match about $302,450 at 4% or $201,633 at 6%; with 100% employer match about $226,838 at 4% or $151,225 at 6%.
Smith & Breckenridge Inc Retirement Plan-3$577,356$54,441$18,147iApproximate average salary by contribution assumption: employee only about $453,675 at 4% or $302,450 at 6%; with 50% employer match about $302,450 at 4% or $201,633 at 6%; with 100% employer match about $226,838 at 4% or $151,225 at 6%.
201413$531,037$52,382$17,461iApproximate average salary by contribution assumption: employee only about $436,517 at 4% or $291,011 at 6%; with 50% employer match about $291,011 at 4% or $194,007 at 6%; with 100% employer match about $218,258 at 4% or $145,506 at 6%.
Smith & Breckenridge Inc Retirement Plan-3$531,037$52,382$17,461iApproximate average salary by contribution assumption: employee only about $436,517 at 4% or $291,011 at 6%; with 50% employer match about $291,011 at 4% or $194,007 at 6%; with 100% employer match about $218,258 at 4% or $145,506 at 6%.
201313$468,462$51,938$17,313iApproximate average salary by contribution assumption: employee only about $432,817 at 4% or $288,544 at 6%; with 50% employer match about $288,544 at 4% or $192,363 at 6%; with 100% employer match about $216,408 at 4% or $144,272 at 6%.
Smith & Breckenridge Inc Retirement Plan-3$468,462$51,938$17,313iApproximate average salary by contribution assumption: employee only about $432,817 at 4% or $288,544 at 6%; with 50% employer match about $288,544 at 4% or $192,363 at 6%; with 100% employer match about $216,408 at 4% or $144,272 at 6%.
201213$393,591$50,875$16,958iApproximate average salary by contribution assumption: employee only about $423,958 at 4% or $282,639 at 6%; with 50% employer match about $282,639 at 4% or $188,426 at 6%; with 100% employer match about $211,979 at 4% or $141,319 at 6%.
Smith & Breckenridge Inc Retirement Plan-3$393,591$50,875$16,958iApproximate average salary by contribution assumption: employee only about $423,958 at 4% or $282,639 at 6%; with 50% employer match about $282,639 at 4% or $188,426 at 6%; with 100% employer match about $211,979 at 4% or $141,319 at 6%.
201113$335,595$48,250$16,083iApproximate average salary by contribution assumption: employee only about $402,083 at 4% or $268,056 at 6%; with 50% employer match about $268,056 at 4% or $178,704 at 6%; with 100% employer match about $201,042 at 4% or $134,028 at 6%.
Smith & Breckenridge Inc Retirement Plan-3$335,595$48,250$16,083iApproximate average salary by contribution assumption: employee only about $402,083 at 4% or $268,056 at 6%; with 50% employer match about $268,056 at 4% or $178,704 at 6%; with 100% employer match about $201,042 at 4% or $134,028 at 6%.
201013$288,214$48,250$16,083iApproximate average salary by contribution assumption: employee only about $402,083 at 4% or $268,056 at 6%; with 50% employer match about $268,056 at 4% or $178,704 at 6%; with 100% employer match about $201,042 at 4% or $134,028 at 6%.
Smith & Breckenridge Inc Retirement Plan-3$288,214$48,250$16,083iApproximate average salary by contribution assumption: employee only about $402,083 at 4% or $268,056 at 6%; with 50% employer match about $268,056 at 4% or $178,704 at 6%; with 100% employer match about $201,042 at 4% or $134,028 at 6%.
200913$234,768$48,172$16,057iApproximate average salary by contribution assumption: employee only about $401,433 at 4% or $267,622 at 6%; with 50% employer match about $267,622 at 4% or $178,415 at 6%; with 100% employer match about $200,717 at 4% or $133,811 at 6%.
Smith & Breckenridge Inc Retirement Plan-3$234,768$48,172$16,057iApproximate average salary by contribution assumption: employee only about $401,433 at 4% or $267,622 at 6%; with 50% employer match about $267,622 at 4% or $178,415 at 6%; with 100% employer match about $200,717 at 4% or $133,811 at 6%.
200813$183,526$44,932$14,977iApproximate average salary by contribution assumption: employee only about $374,433 at 4% or $249,622 at 6%; with 50% employer match about $249,622 at 4% or $166,415 at 6%; with 100% employer match about $187,217 at 4% or $124,811 at 6%.
Smith & Breckenridge Inc Retirement Plan-3$183,526$44,932$14,977iApproximate average salary by contribution assumption: employee only about $374,433 at 4% or $249,622 at 6%; with 50% employer match about $249,622 at 4% or $166,415 at 6%; with 100% employer match about $187,217 at 4% or $124,811 at 6%.
200713$0$0-
Smith & Breckenridge Inc Retirement Plan-3---
200613$85,089$43,801$14,600iApproximate average salary by contribution assumption: employee only about $365,008 at 4% or $243,339 at 6%; with 50% employer match about $243,339 at 4% or $162,226 at 6%; with 100% employer match about $182,504 at 4% or $121,669 at 6%.
Smith & Breckenridge Inc Retirement Plan-3$85,089$43,801$14,600iApproximate average salary by contribution assumption: employee only about $365,008 at 4% or $243,339 at 6%; with 50% employer match about $243,339 at 4% or $162,226 at 6%; with 100% employer match about $182,504 at 4% or $121,669 at 6%.
200513$39,626$39,626$13,209iApproximate average salary by contribution assumption: employee only about $330,217 at 4% or $220,144 at 6%; with 50% employer match about $220,144 at 4% or $146,763 at 6%; with 100% employer match about $165,108 at 4% or $110,072 at 6%.
Smith & Breckenridge Inc Retirement Plan-3$39,626$39,626$13,209iApproximate average salary by contribution assumption: employee only about $330,217 at 4% or $220,144 at 6%; with 50% employer match about $220,144 at 4% or $146,763 at 6%; with 100% employer match about $165,108 at 4% or $110,072 at 6%.