Civic Intelligence

R.J. Finlay Management Co. LLC

Plan context: R.J. Finlay Management Company LLC 401K Plan

EIN 20-4557297 • 9 filings • 3 plans

Current Snapshot

Latest Year

2016

2016 Participants

62

2016 Assets

$2,552,769

2016 Contributions

$141,502

Historical Graphs

Total Assets Over Time

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

$4,019,719$2,009,860$0200720122015YearValue
$2,552,769Latest year 2015

Participants Over Time

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

2031020200720122015YearValue
62Latest year 2015

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
201610$0$141,502-
R.J. Finlay Management Company LLC 401K Plan-0-$141,502-
2015162$2,552,769$305,828$4,933iApproximate average salary by contribution assumption: employee only about $123,318 at 4% or $82,212 at 6%; with 50% employer match about $82,212 at 4% or $54,808 at 6%; with 100% employer match about $61,659 at 4% or $41,106 at 6%.
R.J. Finlay Management Company LLC 401K Plan-62$2,552,769$305,828$4,933iApproximate average salary by contribution assumption: employee only about $123,318 at 4% or $82,212 at 6%; with 50% employer match about $82,212 at 4% or $54,808 at 6%; with 100% employer match about $61,659 at 4% or $41,106 at 6%.
2014158$2,741,936$359,065$6,191iApproximate average salary by contribution assumption: employee only about $154,769 at 4% or $103,180 at 6%; with 50% employer match about $103,180 at 4% or $68,786 at 6%; with 100% employer match about $77,385 at 4% or $51,590 at 6%.
R.J. Finlay Management Company LLC 401K Plan-58$2,741,936$359,065$6,191iApproximate average salary by contribution assumption: employee only about $154,769 at 4% or $103,180 at 6%; with 50% employer match about $103,180 at 4% or $68,786 at 6%; with 100% employer match about $77,385 at 4% or $51,590 at 6%.
20131156$4,019,719$769,546$4,933iApproximate average salary by contribution assumption: employee only about $123,325 at 4% or $82,216 at 6%; with 50% employer match about $82,216 at 4% or $54,811 at 6%; with 100% employer match about $61,662 at 4% or $41,108 at 6%.
R.J. Finlay Management Company LLC 401K Plan-156$4,019,719$769,546$4,933iApproximate average salary by contribution assumption: employee only about $123,325 at 4% or $82,216 at 6%; with 50% employer match about $82,216 at 4% or $54,811 at 6%; with 100% employer match about $61,662 at 4% or $41,108 at 6%.
20121169$3,400,219$634,671$3,755iApproximate average salary by contribution assumption: employee only about $93,886 at 4% or $62,591 at 6%; with 50% employer match about $62,591 at 4% or $41,727 at 6%; with 100% employer match about $46,943 at 4% or $31,295 at 6%.
R.J. Finlay Management Company LLC 401K Plan-169$3,400,219$634,671$3,755iApproximate average salary by contribution assumption: employee only about $93,886 at 4% or $62,591 at 6%; with 50% employer match about $62,591 at 4% or $41,727 at 6%; with 100% employer match about $46,943 at 4% or $31,295 at 6%.
20111184$2,673,870$936,874$5,092iApproximate average salary by contribution assumption: employee only about $127,293 at 4% or $84,862 at 6%; with 50% employer match about $84,862 at 4% or $56,575 at 6%; with 100% employer match about $63,646 at 4% or $42,431 at 6%.
R.J. Finlay Management Company LLC 401K Plan-184$2,673,870$936,874$5,092iApproximate average salary by contribution assumption: employee only about $127,293 at 4% or $84,862 at 6%; with 50% employer match about $84,862 at 4% or $56,575 at 6%; with 100% employer match about $63,646 at 4% or $42,431 at 6%.
20101203$1,906,672$612,258$3,016iApproximate average salary by contribution assumption: employee only about $75,401 at 4% or $50,267 at 6%; with 50% employer match about $50,267 at 4% or $33,512 at 6%; with 100% employer match about $37,701 at 4% or $25,134 at 6%.
R.J. Finlay Management Company LLC 401K Plan-203$1,906,672$612,258$3,016iApproximate average salary by contribution assumption: employee only about $75,401 at 4% or $50,267 at 6%; with 50% employer match about $50,267 at 4% or $33,512 at 6%; with 100% employer match about $37,701 at 4% or $25,134 at 6%.
2008116$140,332$123,872$7,742iApproximate average salary by contribution assumption: employee only about $193,550 at 4% or $129,033 at 6%; with 50% employer match about $129,033 at 4% or $86,022 at 6%; with 100% employer match about $96,775 at 4% or $64,517 at 6%.
R.J. Finlay Management Company LLC 401K Plan-16$140,332$123,872$7,742iApproximate average salary by contribution assumption: employee only about $193,550 at 4% or $129,033 at 6%; with 50% employer match about $129,033 at 4% or $86,022 at 6%; with 100% employer match about $96,775 at 4% or $64,517 at 6%.
2007112$83,506$54,642$4,554iApproximate average salary by contribution assumption: employee only about $113,838 at 4% or $75,892 at 6%; with 50% employer match about $75,892 at 4% or $50,594 at 6%; with 100% employer match about $56,919 at 4% or $37,946 at 6%.
R.J. Finlay Management Company LLC 401K Plan-12$83,506$54,642$4,554iApproximate average salary by contribution assumption: employee only about $113,838 at 4% or $75,892 at 6%; with 50% employer match about $75,892 at 4% or $50,594 at 6%; with 100% employer match about $56,919 at 4% or $37,946 at 6%.