Civic Intelligence

Jonathan Rutchik

Plan context: Jonathan Rutchik 401(K) Profit Sharing Plan and Trust

EIN 20-2408965 • Mill Valley, CA • 22 filings • 4 plans

35 Miller Avenue Suite 331Mill Valley, CA 94941
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$6,319,001

2025 Contributions

$123,402

Historical Graphs

Total Assets Over Time

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

$6,319,001$3,159,501$0200820172025YearValue
$6,319,001Latest year 2025

Participants Over Time

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

420200820172025YearValue
4Latest 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
202514$6,319,001$123,402$30,851iApproximate average salary by contribution assumption: employee only about $771,263 at 4% or $514,175 at 6%; with 50% employer match about $514,175 at 4% or $342,783 at 6%; with 100% employer match about $385,631 at 4% or $257,088 at 6%.
Jonathan Rutchik 401(K) Profit Sharing Plan and Trust-4$6,319,001$123,402$30,851iApproximate average salary by contribution assumption: employee only about $771,263 at 4% or $514,175 at 6%; with 50% employer match about $514,175 at 4% or $342,783 at 6%; with 100% employer match about $385,631 at 4% or $257,088 at 6%.
202414$5,125,059$133,819$33,455iApproximate average salary by contribution assumption: employee only about $836,369 at 4% or $557,579 at 6%; with 50% employer match about $557,579 at 4% or $371,719 at 6%; with 100% employer match about $418,184 at 4% or $278,790 at 6%.
Jonathan Rutchik 401(K) Profit Sharing Plan and Trust-4$5,125,059$133,819$33,455iApproximate average salary by contribution assumption: employee only about $836,369 at 4% or $557,579 at 6%; with 50% employer match about $557,579 at 4% or $371,719 at 6%; with 100% employer match about $418,184 at 4% or $278,790 at 6%.
202314$4,550,516$98,150$24,538iApproximate average salary by contribution assumption: employee only about $613,438 at 4% or $408,958 at 6%; with 50% employer match about $408,958 at 4% or $272,639 at 6%; with 100% employer match about $306,719 at 4% or $204,479 at 6%.
Jonathan Rutchik 401(K) Profit Sharing Plan and Trust-4$4,550,516$98,150$24,538iApproximate average salary by contribution assumption: employee only about $613,438 at 4% or $408,958 at 6%; with 50% employer match about $408,958 at 4% or $272,639 at 6%; with 100% employer match about $306,719 at 4% or $204,479 at 6%.
202212$3,316,183$119,816$59,908iApproximate average salary by contribution assumption: employee only about $1,497,700 at 4% or $998,467 at 6%; with 50% employer match about $998,467 at 4% or $665,644 at 6%; with 100% employer match about $748,850 at 4% or $499,233 at 6%.
Jonathan Rutchik 401(K) Profit Sharing Plan and Trust-2$3,316,183$119,816$59,908iApproximate average salary by contribution assumption: employee only about $1,497,700 at 4% or $998,467 at 6%; with 50% employer match about $998,467 at 4% or $665,644 at 6%; with 100% employer match about $748,850 at 4% or $499,233 at 6%.
202112$4,142,990$105,807$52,904iApproximate average salary by contribution assumption: employee only about $1,322,588 at 4% or $881,725 at 6%; with 50% employer match about $881,725 at 4% or $587,817 at 6%; with 100% employer match about $661,294 at 4% or $440,863 at 6%.
Jonathan Rutchik 401(K) Profit Sharing Plan and Trust-2$4,142,990$105,807$52,904iApproximate average salary by contribution assumption: employee only about $1,322,588 at 4% or $881,725 at 6%; with 50% employer match about $881,725 at 4% or $587,817 at 6%; with 100% employer match about $661,294 at 4% or $440,863 at 6%.
202012$3,778,493$93,955$46,978iApproximate average salary by contribution assumption: employee only about $1,174,438 at 4% or $782,958 at 6%; with 50% employer match about $782,958 at 4% or $521,972 at 6%; with 100% employer match about $587,219 at 4% or $391,479 at 6%.
Jonathan Rutchik 401(K) Profit Sharing Plan and Trust-2$3,778,493$93,955$46,978iApproximate average salary by contribution assumption: employee only about $1,174,438 at 4% or $782,958 at 6%; with 50% employer match about $782,958 at 4% or $521,972 at 6%; with 100% employer match about $587,219 at 4% or $391,479 at 6%.
201912$3,282,804$93,483$46,742iApproximate average salary by contribution assumption: employee only about $1,168,538 at 4% or $779,025 at 6%; with 50% employer match about $779,025 at 4% or $519,350 at 6%; with 100% employer match about $584,269 at 4% or $389,513 at 6%.
Jonathan Rutchik 401(K) Profit Sharing Plan and Trust-2$3,282,804$93,483$46,742iApproximate average salary by contribution assumption: employee only about $1,168,538 at 4% or $779,025 at 6%; with 50% employer match about $779,025 at 4% or $519,350 at 6%; with 100% employer match about $584,269 at 4% or $389,513 at 6%.
201812$2,759,360$58,566$29,283iApproximate average salary by contribution assumption: employee only about $732,075 at 4% or $488,050 at 6%; with 50% employer match about $488,050 at 4% or $325,367 at 6%; with 100% employer match about $366,038 at 4% or $244,025 at 6%.
Jonathan Rutchik 401(K) Profit Sharing Plan and Trust-2$2,759,360$58,566$29,283iApproximate average salary by contribution assumption: employee only about $732,075 at 4% or $488,050 at 6%; with 50% employer match about $488,050 at 4% or $325,367 at 6%; with 100% employer match about $366,038 at 4% or $244,025 at 6%.
201714$2,862,994$243,289$60,822iApproximate average salary by contribution assumption: employee only about $1,520,556 at 4% or $1,013,704 at 6%; with 50% employer match about $1,013,704 at 4% or $675,803 at 6%; with 100% employer match about $760,278 at 4% or $506,852 at 6%.
Jonathan Rutchik 401(K) Profit Sharing Plan and Trust-4$2,862,994$243,289$60,822iApproximate average salary by contribution assumption: employee only about $1,520,556 at 4% or $1,013,704 at 6%; with 50% employer match about $1,013,704 at 4% or $675,803 at 6%; with 100% employer match about $760,278 at 4% or $506,852 at 6%.
201612$2,274,093$78,716$39,358iApproximate average salary by contribution assumption: employee only about $983,950 at 4% or $655,967 at 6%; with 50% employer match about $655,967 at 4% or $437,311 at 6%; with 100% employer match about $491,975 at 4% or $327,983 at 6%.
Jonathan Rutchik 401(K) Profit Sharing Plan and Trust-2$2,274,093$78,716$39,358iApproximate average salary by contribution assumption: employee only about $983,950 at 4% or $655,967 at 6%; with 50% employer match about $655,967 at 4% or $437,311 at 6%; with 100% employer match about $491,975 at 4% or $327,983 at 6%.
201513$2,066,114$564,650$188,217iApproximate average salary by contribution assumption: employee only about $4,705,417 at 4% or $3,136,944 at 6%; with 50% employer match about $3,136,944 at 4% or $2,091,296 at 6%; with 100% employer match about $2,352,708 at 4% or $1,568,472 at 6%.
Jonathan Rutchik 401(K) Profit Sharing Plan and Trust-3$2,066,114$564,650$188,217iApproximate average salary by contribution assumption: employee only about $4,705,417 at 4% or $3,136,944 at 6%; with 50% employer match about $3,136,944 at 4% or $2,091,296 at 6%; with 100% employer match about $2,352,708 at 4% or $1,568,472 at 6%.
201413$1,580,579$971,767$323,922iApproximate average salary by contribution assumption: employee only about $8,098,058 at 4% or $5,398,706 at 6%; with 50% employer match about $5,398,706 at 4% or $3,599,137 at 6%; with 100% employer match about $4,049,029 at 4% or $2,699,353 at 6%.
Jonathan Rutchik 401(K) Profit Sharing Plan and Trust-3$1,580,579$971,767$323,922iApproximate average salary by contribution assumption: employee only about $8,098,058 at 4% or $5,398,706 at 6%; with 50% employer match about $5,398,706 at 4% or $3,599,137 at 6%; with 100% employer match about $4,049,029 at 4% or $2,699,353 at 6%.
201312$569,738$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Jonathan Rutchik 401(K) Profit Sharing Plan and Trust-2$569,738$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
201222$1,551,449$174,000$87,000iApproximate average salary by contribution assumption: employee only about $2,175,000 at 4% or $1,450,000 at 6%; with 50% employer match about $1,450,000 at 4% or $966,667 at 6%; with 100% employer match about $1,087,500 at 4% or $725,000 at 6%.
JONATHAN RUTCHIK DEFINED BENEFIT PLAN AND TRUST-2$1,076,224$140,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
Jonathan Rutchik 401(K) Profit Sharing Plan and Trust-2$475,225$34,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
201122$1,274,477$159,650$79,825iApproximate average salary by contribution assumption: employee only about $1,995,625 at 4% or $1,330,417 at 6%; with 50% employer match about $1,330,417 at 4% or $886,944 at 6%; with 100% employer match about $997,813 at 4% or $665,208 at 6%.
JONATHAN RUTCHIK DEFINED BENEFIT PLAN AND TRUST-2$868,935$124,750$62,375iApproximate average salary by contribution assumption: employee only about $1,559,375 at 4% or $1,039,583 at 6%; with 50% employer match about $1,039,583 at 4% or $693,056 at 6%; with 100% employer match about $779,688 at 4% or $519,792 at 6%.
Jonathan Rutchik 401(K) Profit Sharing Plan and Trust-2$405,542$34,900$17,450iApproximate average salary by contribution assumption: employee only about $436,250 at 4% or $290,833 at 6%; with 50% employer match about $290,833 at 4% or $193,889 at 6%; with 100% employer match about $218,125 at 4% or $145,417 at 6%.
201022$1,146,661$155,838$77,919iApproximate average salary by contribution assumption: employee only about $1,947,975 at 4% or $1,298,650 at 6%; with 50% employer match about $1,298,650 at 4% or $865,767 at 6%; with 100% employer match about $973,988 at 4% or $649,325 at 6%.
JONATHAN RUTCHIK DEFINED BENEFIT PLAN AND TRUST-2$744,422$119,891$59,946iApproximate average salary by contribution assumption: employee only about $1,498,638 at 4% or $999,092 at 6%; with 50% employer match about $999,092 at 4% or $666,061 at 6%; with 100% employer match about $749,319 at 4% or $499,546 at 6%.
Jonathan Rutchik 401(K) Profit Sharing Plan and Trust-2$402,239$35,947$17,974iApproximate average salary by contribution assumption: employee only about $449,338 at 4% or $299,558 at 6%; with 50% employer match about $299,558 at 4% or $199,706 at 6%; with 100% employer match about $224,669 at 4% or $149,779 at 6%.
200923$927,935$193,548$64,516iApproximate average salary by contribution assumption: employee only about $1,612,900 at 4% or $1,075,267 at 6%; with 50% employer match about $1,075,267 at 4% or $716,844 at 6%; with 100% employer match about $806,450 at 4% or $537,633 at 6%.
JONATHAN RUTCHIK DEFINED BENEFIT PLAN AND TRUST-3$596,323$158,781$52,927iApproximate average salary by contribution assumption: employee only about $1,323,175 at 4% or $882,117 at 6%; with 50% employer match about $882,117 at 4% or $588,078 at 6%; with 100% employer match about $661,588 at 4% or $441,058 at 6%.
Jonathan Rutchik 401(K) Profit Sharing Plan and Trust-3$331,612$34,767$11,589iApproximate average salary by contribution assumption: employee only about $289,725 at 4% or $193,150 at 6%; with 50% employer match about $193,150 at 4% or $128,767 at 6%; with 100% employer match about $144,863 at 4% or $96,575 at 6%.
200812$231,237$291,181$145,591iApproximate average salary by contribution assumption: employee only about $3,639,763 at 4% or $2,426,508 at 6%; with 50% employer match about $2,426,508 at 4% or $1,617,672 at 6%; with 100% employer match about $1,819,881 at 4% or $1,213,254 at 6%.
Jonathan Rutchik 401(K) Profit Sharing Plan and Trust-2$231,237$291,181$145,591iApproximate average salary by contribution assumption: employee only about $3,639,763 at 4% or $2,426,508 at 6%; with 50% employer match about $2,426,508 at 4% or $1,617,672 at 6%; with 100% employer match about $1,819,881 at 4% or $1,213,254 at 6%.