Civic Intelligence

Riley Wealth Advisors

Plan context: Riley Wealth Advisors 401K Plan

EIN 20-4254806 • 2 filings • 1 plans

Current Snapshot

Latest Year

2007

2007 Participants

2

2007 Assets

$2,776

2007 Contributions

$2,708

Historical Graphs

Total Assets Over Time

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

$2,776$1,388$02006YearValue
$2,776Latest year 2006

Participants Over Time

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

2102006YearValue
2Latest year 2006

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
200710$0$0-
Riley Wealth Advisors 401K Plan-0---
200612$2,776$2,708$1,354iApproximate average salary by contribution assumption: employee only about $33,850 at 4% or $22,567 at 6%; with 50% employer match about $22,567 at 4% or $15,044 at 6%; with 100% employer match about $16,925 at 4% or $11,283 at 6%.
Riley Wealth Advisors 401K Plan-2$2,776$2,708$1,354iApproximate average salary by contribution assumption: employee only about $33,850 at 4% or $22,567 at 6%; with 50% employer match about $22,567 at 4% or $15,044 at 6%; with 100% employer match about $16,925 at 4% or $11,283 at 6%.