Civic Intelligence

Rule Joy Trammell & Rubio LLC

Plan context: Rule Joy Trammell & Rubio 401(K) Retirement Plan

EIN 20-2218169 • Atlanta, GA • 15 filings • 1 plans

300 Galleria Parkway, Suite 740Atlanta, GA 30339
Current Snapshot

Latest Year

2024

2024 Participants

82

2024 Assets

$15,565,864

2024 Contributions

$1,233,248

Historical Graphs

Total Assets Over Time

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

$15,565,864$7,782,932$0201020172024YearValue
$15,565,864Latest year 2024

Participants Over Time

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

122610201020172024YearValue
82Latest 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
2024182$15,565,864$1,233,248$15,040iApproximate average salary by contribution assumption: employee only about $375,990 at 4% or $250,660 at 6%; with 50% employer match about $250,660 at 4% or $167,107 at 6%; with 100% employer match about $187,995 at 4% or $125,330 at 6%.
Rule Joy Trammell & Rubio 401(K) Retirement Plan-82$15,565,864$1,233,248$15,040iApproximate average salary by contribution assumption: employee only about $375,990 at 4% or $250,660 at 6%; with 50% employer match about $250,660 at 4% or $167,107 at 6%; with 100% employer match about $187,995 at 4% or $125,330 at 6%.
2023193$13,421,702$1,367,621$14,706iApproximate average salary by contribution assumption: employee only about $367,640 at 4% or $245,093 at 6%; with 50% employer match about $245,093 at 4% or $163,396 at 6%; with 100% employer match about $183,820 at 4% or $122,547 at 6%.
Rule Joy Trammell & Rubio 401(K) Retirement Plan-93$13,421,702$1,367,621$14,706iApproximate average salary by contribution assumption: employee only about $367,640 at 4% or $245,093 at 6%; with 50% employer match about $245,093 at 4% or $163,396 at 6%; with 100% employer match about $183,820 at 4% or $122,547 at 6%.
20221104$10,928,188$1,307,940$12,576iApproximate average salary by contribution assumption: employee only about $314,409 at 4% or $209,606 at 6%; with 50% employer match about $209,606 at 4% or $139,737 at 6%; with 100% employer match about $157,204 at 4% or $104,803 at 6%.
Rule Joy Trammell & Rubio 401(K) Retirement Plan-104$10,928,188$1,307,940$12,576iApproximate average salary by contribution assumption: employee only about $314,409 at 4% or $209,606 at 6%; with 50% employer match about $209,606 at 4% or $139,737 at 6%; with 100% employer match about $157,204 at 4% or $104,803 at 6%.
2021194$11,921,298$1,388,419$14,770iApproximate average salary by contribution assumption: employee only about $369,260 at 4% or $246,174 at 6%; with 50% employer match about $246,174 at 4% or $164,116 at 6%; with 100% employer match about $184,630 at 4% or $123,087 at 6%.
Rule Joy Trammell & Rubio 401(K) Retirement Plan-94$11,921,298$1,388,419$14,770iApproximate average salary by contribution assumption: employee only about $369,260 at 4% or $246,174 at 6%; with 50% employer match about $246,174 at 4% or $164,116 at 6%; with 100% employer match about $184,630 at 4% or $123,087 at 6%.
20201101$10,280,155$1,331,470$13,183iApproximate average salary by contribution assumption: employee only about $329,572 at 4% or $219,715 at 6%; with 50% employer match about $219,715 at 4% or $146,476 at 6%; with 100% employer match about $164,786 at 4% or $109,857 at 6%.
Rule Joy Trammell & Rubio 401(K) Retirement Plan-101$10,280,155$1,331,470$13,183iApproximate average salary by contribution assumption: employee only about $329,572 at 4% or $219,715 at 6%; with 50% employer match about $219,715 at 4% or $146,476 at 6%; with 100% employer match about $164,786 at 4% or $109,857 at 6%.
20191101$8,173,825$1,373,257$13,597iApproximate average salary by contribution assumption: employee only about $339,915 at 4% or $226,610 at 6%; with 50% employer match about $226,610 at 4% or $151,073 at 6%; with 100% employer match about $169,958 at 4% or $113,305 at 6%.
Rule Joy Trammell & Rubio 401(K) Retirement Plan-101$8,173,825$1,373,257$13,597iApproximate average salary by contribution assumption: employee only about $339,915 at 4% or $226,610 at 6%; with 50% employer match about $226,610 at 4% or $151,073 at 6%; with 100% employer match about $169,958 at 4% or $113,305 at 6%.
20181105$5,548,915$1,110,928$10,580iApproximate average salary by contribution assumption: employee only about $264,507 at 4% or $176,338 at 6%; with 50% employer match about $176,338 at 4% or $117,559 at 6%; with 100% employer match about $132,253 at 4% or $88,169 at 6%.
Rule Joy Trammell & Rubio 401(K) Retirement Plan-105$5,548,915$1,110,928$10,580iApproximate average salary by contribution assumption: employee only about $264,507 at 4% or $176,338 at 6%; with 50% employer match about $176,338 at 4% or $117,559 at 6%; with 100% employer match about $132,253 at 4% or $88,169 at 6%.
2017194$4,999,540$843,998$8,979iApproximate average salary by contribution assumption: employee only about $224,468 at 4% or $149,645 at 6%; with 50% employer match about $149,645 at 4% or $99,763 at 6%; with 100% employer match about $112,234 at 4% or $74,823 at 6%.
Rule Joy Trammell & Rubio 401(K) Retirement Plan-94$4,999,540$843,998$8,979iApproximate average salary by contribution assumption: employee only about $224,468 at 4% or $149,645 at 6%; with 50% employer match about $149,645 at 4% or $99,763 at 6%; with 100% employer match about $112,234 at 4% or $74,823 at 6%.
2016189$3,481,902$871,675$9,794iApproximate average salary by contribution assumption: employee only about $244,853 at 4% or $163,235 at 6%; with 50% employer match about $163,235 at 4% or $108,823 at 6%; with 100% employer match about $122,426 at 4% or $81,618 at 6%.
Rule Joy Trammell & Rubio 401(K) Retirement Plan-89$3,481,902$871,675$9,794iApproximate average salary by contribution assumption: employee only about $244,853 at 4% or $163,235 at 6%; with 50% employer match about $163,235 at 4% or $108,823 at 6%; with 100% employer match about $122,426 at 4% or $81,618 at 6%.
20151122$2,738,021$1,010,185$8,280iApproximate average salary by contribution assumption: employee only about $207,005 at 4% or $138,003 at 6%; with 50% employer match about $138,003 at 4% or $92,002 at 6%; with 100% employer match about $103,503 at 4% or $69,002 at 6%.
Rule Joy Trammell & Rubio 401(K) Retirement Plan-122$2,738,021$1,010,185$8,280iApproximate average salary by contribution assumption: employee only about $207,005 at 4% or $138,003 at 6%; with 50% employer match about $138,003 at 4% or $92,002 at 6%; with 100% employer match about $103,503 at 4% or $69,002 at 6%.
20141104$1,831,740$590,940$5,682iApproximate average salary by contribution assumption: employee only about $142,053 at 4% or $94,702 at 6%; with 50% employer match about $94,702 at 4% or $63,135 at 6%; with 100% employer match about $71,026 at 4% or $47,351 at 6%.
Rule Joy Trammell & Rubio 401(K) Retirement Plan-104$1,831,740$590,940$5,682iApproximate average salary by contribution assumption: employee only about $142,053 at 4% or $94,702 at 6%; with 50% employer match about $94,702 at 4% or $63,135 at 6%; with 100% employer match about $71,026 at 4% or $47,351 at 6%.
2013171$1,176,294$324,583$4,572iApproximate average salary by contribution assumption: employee only about $114,290 at 4% or $76,193 at 6%; with 50% employer match about $76,193 at 4% or $50,795 at 6%; with 100% employer match about $57,145 at 4% or $38,097 at 6%.
Rule Joy Trammell & Rubio 401(K) Retirement Plan-71$1,176,294$324,583$4,572iApproximate average salary by contribution assumption: employee only about $114,290 at 4% or $76,193 at 6%; with 50% employer match about $76,193 at 4% or $50,795 at 6%; with 100% employer match about $57,145 at 4% or $38,097 at 6%.
2012144$697,907$226,129$5,139iApproximate average salary by contribution assumption: employee only about $128,482 at 4% or $85,655 at 6%; with 50% employer match about $85,655 at 4% or $57,103 at 6%; with 100% employer match about $64,241 at 4% or $42,827 at 6%.
Rule Joy Trammell & Rubio 401(K) Retirement Plan-44$697,907$226,129$5,139iApproximate average salary by contribution assumption: employee only about $128,482 at 4% or $85,655 at 6%; with 50% employer match about $85,655 at 4% or $57,103 at 6%; with 100% employer match about $64,241 at 4% or $42,827 at 6%.
2011126$418,654$320,559$12,329iApproximate average salary by contribution assumption: employee only about $308,230 at 4% or $205,487 at 6%; with 50% employer match about $205,487 at 4% or $136,991 at 6%; with 100% employer match about $154,115 at 4% or $102,743 at 6%.
Rule Joy Trammell & Rubio 401(K) Retirement Plan-26$418,654$320,559$12,329iApproximate average salary by contribution assumption: employee only about $308,230 at 4% or $205,487 at 6%; with 50% employer match about $205,487 at 4% or $136,991 at 6%; with 100% employer match about $154,115 at 4% or $102,743 at 6%.
2010122$107,033$99,818$4,537iApproximate average salary by contribution assumption: employee only about $113,430 at 4% or $75,620 at 6%; with 50% employer match about $75,620 at 4% or $50,413 at 6%; with 100% employer match about $56,715 at 4% or $37,810 at 6%.
Rule Joy Trammell & Rubio 401(K) Retirement Plan-22$107,033$99,818$4,537iApproximate average salary by contribution assumption: employee only about $113,430 at 4% or $75,620 at 6%; with 50% employer match about $75,620 at 4% or $50,413 at 6%; with 100% employer match about $56,715 at 4% or $37,810 at 6%.