ORCHARD SECURITIES, LLC
Plan context: RETIREMENT INCOME SECURITY PLAN-ORCHARD SECURITIES
EIN 20-3674320 • Pleasant Grove, UT • 5 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
31
2024 Assets
$2,094,751
2024 Contributions
$383,474
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 | 31 | $2,094,751 | $383,474 | $12,370iApproximate average salary by contribution assumption: employee only about $309,253 at 4% or $206,169 at 6%; with 50% employer match about $206,169 at 4% or $137,446 at 6%; with 100% employer match about $154,627 at 4% or $103,084 at 6%. |
| RETIREMENT INCOME SECURITY PLAN-ORCHARD SECURITIES | - | 31 | $2,094,751 | $383,474 | $12,370iApproximate average salary by contribution assumption: employee only about $309,253 at 4% or $206,169 at 6%; with 50% employer match about $206,169 at 4% or $137,446 at 6%; with 100% employer match about $154,627 at 4% or $103,084 at 6%. |
| 2023 | 1 | 38 | $1,554,238 | $458,187 | $12,058iApproximate average salary by contribution assumption: employee only about $301,439 at 4% or $200,959 at 6%; with 50% employer match about $200,959 at 4% or $133,973 at 6%; with 100% employer match about $150,719 at 4% or $100,480 at 6%. |
| RETIREMENT INCOME SECURITY PLAN-ORCHARD SECURITIES | - | 38 | $1,554,238 | $458,187 | $12,058iApproximate average salary by contribution assumption: employee only about $301,439 at 4% or $200,959 at 6%; with 50% employer match about $200,959 at 4% or $133,973 at 6%; with 100% employer match about $150,719 at 4% or $100,480 at 6%. |
| 2022 | 1 | 35 | $987,293 | $408,855 | $11,682iApproximate average salary by contribution assumption: employee only about $292,039 at 4% or $194,693 at 6%; with 50% employer match about $194,693 at 4% or $129,795 at 6%; with 100% employer match about $146,020 at 4% or $97,346 at 6%. |
| RETIREMENT INCOME SECURITY PLAN-ORCHARD SECURITIES | - | 35 | $987,293 | $408,855 | $11,682iApproximate average salary by contribution assumption: employee only about $292,039 at 4% or $194,693 at 6%; with 50% employer match about $194,693 at 4% or $129,795 at 6%; with 100% employer match about $146,020 at 4% or $97,346 at 6%. |
| 2021 | 1 | 28 | $725,188 | $329,258 | $11,759iApproximate average salary by contribution assumption: employee only about $293,980 at 4% or $195,987 at 6%; with 50% employer match about $195,987 at 4% or $130,658 at 6%; with 100% employer match about $146,990 at 4% or $97,993 at 6%. |
| RETIREMENT INCOME SECURITY PLAN-ORCHARD SECURITIES | - | 28 | $725,188 | $329,258 | $11,759iApproximate average salary by contribution assumption: employee only about $293,980 at 4% or $195,987 at 6%; with 50% employer match about $195,987 at 4% or $130,658 at 6%; with 100% employer match about $146,990 at 4% or $97,993 at 6%. |
| 2020 | 1 | 24 | $335,143 | $285,080 | $11,878iApproximate average salary by contribution assumption: employee only about $296,958 at 4% or $197,972 at 6%; with 50% employer match about $197,972 at 4% or $131,981 at 6%; with 100% employer match about $148,479 at 4% or $98,986 at 6%. |
| RETIREMENT INCOME SECURITY PLAN-ORCHARD SECURITIES | - | 24 | $335,143 | $285,080 | $11,878iApproximate average salary by contribution assumption: employee only about $296,958 at 4% or $197,972 at 6%; with 50% employer match about $197,972 at 4% or $131,981 at 6%; with 100% employer match about $148,479 at 4% or $98,986 at 6%. |