Civic Intelligence

Rucker Financial Services LLC

Plan context: RUCKER FINANCIAL SERVICES LLC 401K PROFIT SHARING PLAN

EIN 20-4837597 • Chandler, AZ • 16 filings • 6 plans

2450 S Gilbert Rd Ste 100Chandler, AZ 85286
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$618,173

2024 Contributions

$44,791

Historical Graphs

Total Assets Over Time

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

$1,164,015$582,008$0201220182024YearValue
$618,173Latest year 2024

Participants Over Time

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

840201220182024YearValue
4Latest 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
202414$618,173$44,791$11,198iApproximate average salary by contribution assumption: employee only about $279,944 at 4% or $186,629 at 6%; with 50% employer match about $186,629 at 4% or $124,419 at 6%; with 100% employer match about $139,972 at 4% or $93,315 at 6%.
RUCKER FINANCIAL SERVICES LLC 401K PROFIT SHARING PLAN-4$618,173$44,791$11,198iApproximate average salary by contribution assumption: employee only about $279,944 at 4% or $186,629 at 6%; with 50% employer match about $186,629 at 4% or $124,419 at 6%; with 100% employer match about $139,972 at 4% or $93,315 at 6%.
202314$520,968$51,312$12,828iApproximate average salary by contribution assumption: employee only about $320,700 at 4% or $213,800 at 6%; with 50% employer match about $213,800 at 4% or $142,533 at 6%; with 100% employer match about $160,350 at 4% or $106,900 at 6%.
RUCKER FINANCIAL SERVICES LLC 401K PROFIT SHARING PLAN-4$520,968$51,312$12,828iApproximate average salary by contribution assumption: employee only about $320,700 at 4% or $213,800 at 6%; with 50% employer match about $213,800 at 4% or $142,533 at 6%; with 100% employer match about $160,350 at 4% or $106,900 at 6%.
202216$454,285$64,278$10,713iApproximate average salary by contribution assumption: employee only about $267,825 at 4% or $178,550 at 6%; with 50% employer match about $178,550 at 4% or $119,033 at 6%; with 100% employer match about $133,913 at 4% or $89,275 at 6%.
RUCKER FINANCIAL SERVICES LLC 401K PROFIT SHARING PLAN-6$454,285$64,278$10,713iApproximate average salary by contribution assumption: employee only about $267,825 at 4% or $178,550 at 6%; with 50% employer match about $178,550 at 4% or $119,033 at 6%; with 100% employer match about $133,913 at 4% or $89,275 at 6%.
202118$741,277$53,567$6,696iApproximate average salary by contribution assumption: employee only about $167,397 at 4% or $111,598 at 6%; with 50% employer match about $111,598 at 4% or $74,399 at 6%; with 100% employer match about $83,698 at 4% or $55,799 at 6%.
RUCKER FINANCIAL SERVICES LLC 401K PROFIT SHARING PLAN-8$741,277$53,567$6,696iApproximate average salary by contribution assumption: employee only about $167,397 at 4% or $111,598 at 6%; with 50% employer match about $111,598 at 4% or $74,399 at 6%; with 100% employer match about $83,698 at 4% or $55,799 at 6%.
201926$1,164,015$65,973$10,996iApproximate average salary by contribution assumption: employee only about $274,888 at 4% or $183,258 at 6%; with 50% employer match about $183,258 at 4% or $122,172 at 6%; with 100% employer match about $137,444 at 4% or $91,629 at 6%.
Rucker Financial Services LLC Cash Balance Plan-4$649,989$0-
RUCKER FINANCIAL SERVICS, LLC 401(K)/PROFIT SHARING-6$514,026$65,973$10,996iApproximate average salary by contribution assumption: employee only about $274,888 at 4% or $183,258 at 6%; with 50% employer match about $183,258 at 4% or $122,172 at 6%; with 100% employer match about $137,444 at 4% or $91,629 at 6%.
201824$986,804$128,186$32,047iApproximate average salary by contribution assumption: employee only about $801,163 at 4% or $534,108 at 6%; with 50% employer match about $534,108 at 4% or $356,072 at 6%; with 100% employer match about $400,581 at 4% or $267,054 at 6%.
Rucker Financial Services LLC Cash Balance Plan-4$636,408$103,909$25,977iApproximate average salary by contribution assumption: employee only about $649,431 at 4% or $432,954 at 6%; with 50% employer match about $432,954 at 4% or $288,636 at 6%; with 100% employer match about $324,716 at 4% or $216,477 at 6%.
RUCKER FINANCIAL SERVICES, LLC 401(K) PROFIT-4$350,396$24,277$6,069iApproximate average salary by contribution assumption: employee only about $151,731 at 4% or $101,154 at 6%; with 50% employer match about $101,154 at 4% or $67,436 at 6%; with 100% employer match about $75,866 at 4% or $50,577 at 6%.
201714$304,439$50,428$12,607iApproximate average salary by contribution assumption: employee only about $315,175 at 4% or $210,117 at 6%; with 50% employer match about $210,117 at 4% or $140,078 at 6%; with 100% employer match about $157,588 at 4% or $105,058 at 6%.
RUCKER FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN-4$304,439$50,428$12,607iApproximate average salary by contribution assumption: employee only about $315,175 at 4% or $210,117 at 6%; with 50% employer match about $210,117 at 4% or $140,078 at 6%; with 100% employer match about $157,588 at 4% or $105,058 at 6%.
201625$425,833$146,174$29,235iApproximate average salary by contribution assumption: employee only about $730,870 at 4% or $487,247 at 6%; with 50% employer match about $487,247 at 4% or $324,831 at 6%; with 100% employer match about $365,435 at 4% or $243,623 at 6%.
Rucker Financial Services LLC Cash Balance Plan-4$226,381$100,006$25,002iApproximate average salary by contribution assumption: employee only about $625,038 at 4% or $416,692 at 6%; with 50% employer match about $416,692 at 4% or $277,794 at 6%; with 100% employer match about $312,519 at 4% or $208,346 at 6%.
RUCKER FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN-5$199,452$46,168$9,234iApproximate average salary by contribution assumption: employee only about $230,840 at 4% or $153,893 at 6%; with 50% employer match about $153,893 at 4% or $102,596 at 6%; with 100% employer match about $115,420 at 4% or $76,947 at 6%.
201524$245,616$142,352$35,588iApproximate average salary by contribution assumption: employee only about $889,700 at 4% or $593,133 at 6%; with 50% employer match about $593,133 at 4% or $395,422 at 6%; with 100% employer match about $444,850 at 4% or $296,567 at 6%.
RUCKER FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN-4$146,462$43,198$10,800iApproximate average salary by contribution assumption: employee only about $269,988 at 4% or $179,992 at 6%; with 50% employer match about $179,992 at 4% or $119,994 at 6%; with 100% employer match about $134,994 at 4% or $89,996 at 6%.
Rucker Financial Services LLC Cash Balance Plan-3$99,154$99,154$33,051iApproximate average salary by contribution assumption: employee only about $826,283 at 4% or $550,856 at 6%; with 50% employer match about $550,856 at 4% or $367,237 at 6%; with 100% employer match about $413,142 at 4% or $275,428 at 6%.
201414$105,851$31,329$7,832iApproximate average salary by contribution assumption: employee only about $195,806 at 4% or $130,538 at 6%; with 50% employer match about $130,538 at 4% or $87,025 at 6%; with 100% employer match about $97,903 at 4% or $65,269 at 6%.
RUCKER FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN-4$105,851$31,329$7,832iApproximate average salary by contribution assumption: employee only about $195,806 at 4% or $130,538 at 6%; with 50% employer match about $130,538 at 4% or $87,025 at 6%; with 100% employer match about $97,903 at 4% or $65,269 at 6%.
201314$69,644$28,533$7,133iApproximate average salary by contribution assumption: employee only about $178,331 at 4% or $118,888 at 6%; with 50% employer match about $118,888 at 4% or $79,258 at 6%; with 100% employer match about $89,166 at 4% or $59,444 at 6%.
RUCKER FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN-4$69,644$28,533$7,133iApproximate average salary by contribution assumption: employee only about $178,331 at 4% or $118,888 at 6%; with 50% employer match about $118,888 at 4% or $79,258 at 6%; with 100% employer match about $89,166 at 4% or $59,444 at 6%.
201214$31,698$31,698$7,925iApproximate average salary by contribution assumption: employee only about $198,113 at 4% or $132,075 at 6%; with 50% employer match about $132,075 at 4% or $88,050 at 6%; with 100% employer match about $99,056 at 4% or $66,038 at 6%.
RUCKER FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN-4$31,698$31,698$7,925iApproximate average salary by contribution assumption: employee only about $198,113 at 4% or $132,075 at 6%; with 50% employer match about $132,075 at 4% or $88,050 at 6%; with 100% employer match about $99,056 at 4% or $66,038 at 6%.
Rucker Financial Services LLC | EIN 20-4837597 | 2024 Form 5500 Company Profile