Rickmeyer and Associates
Plan context: Rickmeyer & Associates Inc. Cash Balance Plan
EIN 20-0372480 • Irvine, CA • 30 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$2,405,473
2024 Contributions
$250,000
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 | 6 | $2,405,473 | $0 | - |
| Rickmeyer & Associates Inc. Cash Balance Plan | - | 6 | $2,405,473 | $0 | - |
| 2023 | 1 | 6 | $2,018,889 | $250,000 | $41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%. |
| Rickmeyer & Associates Inc. Cash Balance Plan | - | 6 | $2,018,889 | $250,000 | $41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%. |
| 2022 | 1 | 6 | $1,458,149 | $500,000 | $83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%. |
| Rickmeyer & Associates Inc. Cash Balance Plan | - | 6 | $1,458,149 | $500,000 | $83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%. |
| 2021 | 2 | 14 | $6,936,734 | $684,174 | $48,870iApproximate average salary by contribution assumption: employee only about $1,221,739 at 4% or $814,493 at 6%; with 50% employer match about $814,493 at 4% or $542,995 at 6%; with 100% employer match about $610,870 at 4% or $407,246 at 6%. |
| Rickmeyer Associates | - | 14 | $5,475,348 | $218,174 | $15,584iApproximate average salary by contribution assumption: employee only about $389,596 at 4% or $259,731 at 6%; with 50% employer match about $259,731 at 4% or $173,154 at 6%; with 100% employer match about $194,798 at 4% or $129,865 at 6%. |
| Rickmeyer & Associates Inc. Cash Balance Plan | - | 6 | $1,461,386 | $466,000 | $77,667iApproximate average salary by contribution assumption: employee only about $1,941,667 at 4% or $1,294,444 at 6%; with 50% employer match about $1,294,444 at 4% or $862,963 at 6%; with 100% employer match about $970,833 at 4% or $647,222 at 6%. |
| 2020 | 2 | 13 | $6,504,898 | $193,925 | $14,917iApproximate average salary by contribution assumption: employee only about $372,933 at 4% or $248,622 at 6%; with 50% employer match about $248,622 at 4% or $165,748 at 6%; with 100% employer match about $186,466 at 4% or $124,311 at 6%. |
| Rickmeyer Associates | - | 13 | $5,538,598 | $173,925 | $13,379iApproximate average salary by contribution assumption: employee only about $334,471 at 4% or $222,981 at 6%; with 50% employer match about $222,981 at 4% or $148,654 at 6%; with 100% employer match about $167,236 at 4% or $111,490 at 6%. |
| Rickmeyer & Associates Inc. Cash Balance Plan | - | 5 | $966,300 | $20,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| 2019 | 2 | 13 | $5,072,628 | $309,428 | $23,802iApproximate average salary by contribution assumption: employee only about $595,054 at 4% or $396,703 at 6%; with 50% employer match about $396,703 at 4% or $264,468 at 6%; with 100% employer match about $297,527 at 4% or $198,351 at 6%. |
| Rickmeyer Associates | - | 13 | $4,261,314 | $179,428 | $13,802iApproximate average salary by contribution assumption: employee only about $345,054 at 4% or $230,036 at 6%; with 50% employer match about $230,036 at 4% or $153,357 at 6%; with 100% employer match about $172,527 at 4% or $115,018 at 6%. |
| Rickmeyer & Associates Inc. Cash Balance Plan | - | 6 | $811,314 | $130,000 | $21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%. |
| 2018 | 2 | 15 | $3,784,706 | $332,697 | $22,180iApproximate average salary by contribution assumption: employee only about $554,495 at 4% or $369,663 at 6%; with 50% employer match about $369,663 at 4% or $246,442 at 6%; with 100% employer match about $277,248 at 4% or $184,832 at 6%. |
| Rickmeyer Associates | - | 15 | $3,131,624 | $202,697 | $13,513iApproximate average salary by contribution assumption: employee only about $337,828 at 4% or $225,219 at 6%; with 50% employer match about $225,219 at 4% or $150,146 at 6%; with 100% employer match about $168,914 at 4% or $112,609 at 6%. |
| Rickmeyer & Associates Inc. Cash Balance Plan | - | 7 | $653,082 | $130,000 | $18,571iApproximate average salary by contribution assumption: employee only about $464,286 at 4% or $309,524 at 6%; with 50% employer match about $309,524 at 4% or $206,349 at 6%; with 100% employer match about $232,143 at 4% or $154,762 at 6%. |
| 2017 | 2 | 16 | $3,457,048 | $487,194 | $30,450iApproximate average salary by contribution assumption: employee only about $761,241 at 4% or $507,494 at 6%; with 50% employer match about $507,494 at 4% or $338,329 at 6%; with 100% employer match about $380,620 at 4% or $253,747 at 6%. |
| Rickmeyer Associates | - | 16 | $2,939,290 | $347,194 | $21,700iApproximate average salary by contribution assumption: employee only about $542,491 at 4% or $361,660 at 6%; with 50% employer match about $361,660 at 4% or $241,107 at 6%; with 100% employer match about $271,245 at 4% or $180,830 at 6%. |
| Rickmeyer & Associates Inc. Cash Balance Plan | - | 7 | $517,758 | $140,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2016 | 2 | 15 | $2,449,075 | $298,768 | $19,918iApproximate average salary by contribution assumption: employee only about $497,947 at 4% or $331,964 at 6%; with 50% employer match about $331,964 at 4% or $221,310 at 6%; with 100% employer match about $248,973 at 4% or $165,982 at 6%. |
| Rickmeyer Associates | - | 15 | $2,072,156 | $163,768 | $10,918iApproximate average salary by contribution assumption: employee only about $272,947 at 4% or $181,964 at 6%; with 50% employer match about $181,964 at 4% or $121,310 at 6%; with 100% employer match about $136,473 at 4% or $90,982 at 6%. |
| Rickmeyer & Associates Inc. Cash Balance Plan | - | 7 | $376,919 | $135,000 | $19,286iApproximate average salary by contribution assumption: employee only about $482,143 at 4% or $321,429 at 6%; with 50% employer match about $321,429 at 4% or $214,286 at 6%; with 100% employer match about $241,071 at 4% or $160,714 at 6%. |
| 2015 | 2 | 11 | $2,102,843 | $207,233 | $18,839iApproximate average salary by contribution assumption: employee only about $470,984 at 4% or $313,989 at 6%; with 50% employer match about $313,989 at 4% or $209,326 at 6%; with 100% employer match about $235,492 at 4% or $156,995 at 6%. |
| Rickmeyer Associates | - | 11 | $1,859,890 | $83,283 | $7,571iApproximate average salary by contribution assumption: employee only about $189,280 at 4% or $126,186 at 6%; with 50% employer match about $126,186 at 4% or $84,124 at 6%; with 100% employer match about $94,640 at 4% or $63,093 at 6%. |
| Rickmeyer & Associates Inc. Cash Balance Plan | - | 5 | $242,953 | $123,950 | $24,790iApproximate average salary by contribution assumption: employee only about $619,750 at 4% or $413,167 at 6%; with 50% employer match about $413,167 at 4% or $275,444 at 6%; with 100% employer match about $309,875 at 4% or $206,583 at 6%. |
| 2014 | 2 | 11 | $1,939,522 | $532,524 | $48,411iApproximate average salary by contribution assumption: employee only about $1,210,282 at 4% or $806,855 at 6%; with 50% employer match about $806,855 at 4% or $537,903 at 6%; with 100% employer match about $605,141 at 4% or $403,427 at 6%. |
| Rickmeyer Associates | - | 11 | $1,820,522 | $413,524 | $37,593iApproximate average salary by contribution assumption: employee only about $939,827 at 4% or $626,552 at 6%; with 50% employer match about $626,552 at 4% or $417,701 at 6%; with 100% employer match about $469,914 at 4% or $313,276 at 6%. |
| Rickmeyer & Associates Inc. Cash Balance Plan | - | 5 | $119,000 | $119,000 | $23,800iApproximate average salary by contribution assumption: employee only about $595,000 at 4% or $396,667 at 6%; with 50% employer match about $396,667 at 4% or $264,444 at 6%; with 100% employer match about $297,500 at 4% or $198,333 at 6%. |
| 2013 | 1 | 12 | $1,392,262 | $187,459 | $15,622iApproximate average salary by contribution assumption: employee only about $390,540 at 4% or $260,360 at 6%; with 50% employer match about $260,360 at 4% or $173,573 at 6%; with 100% employer match about $195,270 at 4% or $130,180 at 6%. |
| Rickmeyer Associates | - | 12 | $1,392,262 | $187,459 | $15,622iApproximate average salary by contribution assumption: employee only about $390,540 at 4% or $260,360 at 6%; with 50% employer match about $260,360 at 4% or $173,573 at 6%; with 100% employer match about $195,270 at 4% or $130,180 at 6%. |
| 2012 | 1 | 10 | $964,756 | $174,761 | $17,476iApproximate average salary by contribution assumption: employee only about $436,902 at 4% or $291,268 at 6%; with 50% employer match about $291,268 at 4% or $194,179 at 6%; with 100% employer match about $218,451 at 4% or $145,634 at 6%. |
| Rickmeyer Associates | - | 10 | $964,756 | $174,761 | $17,476iApproximate average salary by contribution assumption: employee only about $436,902 at 4% or $291,268 at 6%; with 50% employer match about $291,268 at 4% or $194,179 at 6%; with 100% employer match about $218,451 at 4% or $145,634 at 6%. |
| 2011 | 1 | 10 | $782,451 | $158,292 | $15,829iApproximate average salary by contribution assumption: employee only about $395,730 at 4% or $263,820 at 6%; with 50% employer match about $263,820 at 4% or $175,880 at 6%; with 100% employer match about $197,865 at 4% or $131,910 at 6%. |
| Rickmeyer Associates | - | 10 | $782,451 | $158,292 | $15,829iApproximate average salary by contribution assumption: employee only about $395,730 at 4% or $263,820 at 6%; with 50% employer match about $263,820 at 4% or $175,880 at 6%; with 100% employer match about $197,865 at 4% or $131,910 at 6%. |
| 2010 | 1 | 7 | $640,135 | $159,739 | $22,820iApproximate average salary by contribution assumption: employee only about $570,496 at 4% or $380,331 at 6%; with 50% employer match about $380,331 at 4% or $253,554 at 6%; with 100% employer match about $285,248 at 4% or $190,165 at 6%. |
| Rickmeyer Associates | - | 7 | $640,135 | $159,739 | $22,820iApproximate average salary by contribution assumption: employee only about $570,496 at 4% or $380,331 at 6%; with 50% employer match about $380,331 at 4% or $253,554 at 6%; with 100% employer match about $285,248 at 4% or $190,165 at 6%. |
| 2009 | 1 | 6 | $409,066 | $62,861 | $10,477iApproximate average salary by contribution assumption: employee only about $261,921 at 4% or $174,614 at 6%; with 50% employer match about $174,614 at 4% or $116,409 at 6%; with 100% employer match about $130,960 at 4% or $87,307 at 6%. |
| Rickmeyer Associates | - | 6 | $409,066 | $62,861 | $10,477iApproximate average salary by contribution assumption: employee only about $261,921 at 4% or $174,614 at 6%; with 50% employer match about $174,614 at 4% or $116,409 at 6%; with 100% employer match about $130,960 at 4% or $87,307 at 6%. |
| 2008 | 1 | 6 | $247,764 | $49,871 | $8,312iApproximate average salary by contribution assumption: employee only about $207,796 at 4% or $138,531 at 6%; with 50% employer match about $138,531 at 4% or $92,354 at 6%; with 100% employer match about $103,898 at 4% or $69,265 at 6%. |
| Rickmeyer Associates | - | 6 | $247,764 | $49,871 | $8,312iApproximate average salary by contribution assumption: employee only about $207,796 at 4% or $138,531 at 6%; with 50% employer match about $138,531 at 4% or $92,354 at 6%; with 100% employer match about $103,898 at 4% or $69,265 at 6%. |
| 2007 | 1 | 6 | $0 | $0 | - |
| Rickmeyer Associates | - | 6 | - | - | - |
| 2006 | 1 | 6 | $0 | $0 | - |
| Rickmeyer Associates | - | 6 | - | - | - |
| 2005 | 1 | 4 | $139,339 | $109,197 | $27,299iApproximate average salary by contribution assumption: employee only about $682,481 at 4% or $454,988 at 6%; with 50% employer match about $454,988 at 4% or $303,325 at 6%; with 100% employer match about $341,241 at 4% or $227,494 at 6%. |
| Rickmeyer Associates | - | 4 | $139,339 | $109,197 | $27,299iApproximate average salary by contribution assumption: employee only about $682,481 at 4% or $454,988 at 6%; with 50% employer match about $454,988 at 4% or $303,325 at 6%; with 100% employer match about $341,241 at 4% or $227,494 at 6%. |
| 2004 | 1 | 3 | $22,558 | $20,767 | $6,922iApproximate average salary by contribution assumption: employee only about $173,058 at 4% or $115,372 at 6%; with 50% employer match about $115,372 at 4% or $76,915 at 6%; with 100% employer match about $86,529 at 4% or $57,686 at 6%. |
| Rickmeyer Associates | - | 3 | $22,558 | $20,767 | $6,922iApproximate average salary by contribution assumption: employee only about $173,058 at 4% or $115,372 at 6%; with 50% employer match about $115,372 at 4% or $76,915 at 6%; with 100% employer match about $86,529 at 4% or $57,686 at 6%. |
| 2003 | 1 | 2 | $935 | $935 | $468iApproximate average salary by contribution assumption: employee only about $11,688 at 4% or $7,792 at 6%; with 50% employer match about $7,792 at 4% or $5,194 at 6%; with 100% employer match about $5,844 at 4% or $3,896 at 6%. |
| Rickmeyer Associates | - | 2 | $935 | $935 | $468iApproximate average salary by contribution assumption: employee only about $11,688 at 4% or $7,792 at 6%; with 50% employer match about $7,792 at 4% or $5,194 at 6%; with 100% employer match about $5,844 at 4% or $3,896 at 6%. |