Civic Intelligence

Rall Capital Management

Plan context: Rall Capital Management Cash Balance Plan

EIN 20-1537294 • Rockledge, FL • 10 filings • 2 plans

573 Barnes Boulevard, Suite 103Rockledge, FL 32955
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,441,770

2025 Contributions

$225,000

Historical Graphs

Total Assets Over Time

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

$1,645,144$822,572$0202020232025YearValue
$1,441,770Latest year 2025

Participants Over Time

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

320202020232025YearValue
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$1,441,770$225,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Rall Capital Management Cash Balance Plan-3$1,441,770$225,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
202423$1,645,144$268,610$89,537iApproximate average salary by contribution assumption: employee only about $2,238,417 at 4% or $1,492,278 at 6%; with 50% employer match about $1,492,278 at 4% or $994,852 at 6%; with 100% employer match about $1,119,208 at 4% or $746,139 at 6%.
Rall Capital Management Cash Balance Plan-3$1,055,275$230,000$76,667iApproximate average salary by contribution assumption: employee only about $1,916,667 at 4% or $1,277,778 at 6%; with 50% employer match about $1,277,778 at 4% or $851,852 at 6%; with 100% employer match about $958,333 at 4% or $638,889 at 6%.
RALL CAPITAL MANAGEMENT 401(K) / PROFIT SHARING PLAN-3$589,869$38,610$12,870iApproximate average salary by contribution assumption: employee only about $321,750 at 4% or $214,500 at 6%; with 50% employer match about $214,500 at 4% or $143,000 at 6%; with 100% employer match about $160,875 at 4% or $107,250 at 6%.
202323$1,272,933$305,962$101,987iApproximate average salary by contribution assumption: employee only about $2,549,683 at 4% or $1,699,789 at 6%; with 50% employer match about $1,699,789 at 4% or $1,133,193 at 6%; with 100% employer match about $1,274,842 at 4% or $849,894 at 6%.
Rall Capital Management Cash Balance Plan-3$766,254$235,000$78,333iApproximate average salary by contribution assumption: employee only about $1,958,333 at 4% or $1,305,556 at 6%; with 50% employer match about $1,305,556 at 4% or $870,370 at 6%; with 100% employer match about $979,167 at 4% or $652,778 at 6%.
RALL CAPITAL MANAGEMENT 401(K) / PROFIT SHARING PLAN-3$506,679$70,962$23,654iApproximate average salary by contribution assumption: employee only about $591,350 at 4% or $394,233 at 6%; with 50% employer match about $394,233 at 4% or $262,822 at 6%; with 100% employer match about $295,675 at 4% or $197,117 at 6%.
202223$837,894$263,470$87,823iApproximate average salary by contribution assumption: employee only about $2,195,583 at 4% or $1,463,722 at 6%; with 50% employer match about $1,463,722 at 4% or $975,815 at 6%; with 100% employer match about $1,097,792 at 4% or $731,861 at 6%.
Rall Capital Management Cash Balance Plan-3$461,240$248,750$82,917iApproximate average salary by contribution assumption: employee only about $2,072,917 at 4% or $1,381,944 at 6%; with 50% employer match about $1,381,944 at 4% or $921,296 at 6%; with 100% employer match about $1,036,458 at 4% or $690,972 at 6%.
RALL CAPITAL MANAGEMENT 401(K) / PROFIT SHARING PLAN-3$376,654$14,720$4,907iApproximate average salary by contribution assumption: employee only about $122,667 at 4% or $81,778 at 6%; with 50% employer match about $81,778 at 4% or $54,519 at 6%; with 100% employer match about $61,333 at 4% or $40,889 at 6%.
202123$647,815$327,840$109,280iApproximate average salary by contribution assumption: employee only about $2,732,000 at 4% or $1,821,333 at 6%; with 50% employer match about $1,821,333 at 4% or $1,214,222 at 6%; with 100% employer match about $1,366,000 at 4% or $910,667 at 6%.
RALL CAPITAL MANAGEMENT 401(K) / PROFIT SHARING PLAN-3$422,815$102,840$34,280iApproximate average salary by contribution assumption: employee only about $857,000 at 4% or $571,333 at 6%; with 50% employer match about $571,333 at 4% or $380,889 at 6%; with 100% employer match about $428,500 at 4% or $285,667 at 6%.
Rall Capital Management Cash Balance Plan-3$225,000$225,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
202013$279,344$58,502$19,501iApproximate average salary by contribution assumption: employee only about $487,517 at 4% or $325,011 at 6%; with 50% employer match about $325,011 at 4% or $216,674 at 6%; with 100% employer match about $243,758 at 4% or $162,506 at 6%.
RALL CAPITAL MANAGEMENT 401(K) / PROFIT SHARING PLAN-3$279,344$58,502$19,501iApproximate average salary by contribution assumption: employee only about $487,517 at 4% or $325,011 at 6%; with 50% employer match about $325,011 at 4% or $216,674 at 6%; with 100% employer match about $243,758 at 4% or $162,506 at 6%.