Civic Intelligence

Rr Financial Inc.

Plan context: Rr Financial Inc. 401-K Profit Sharing Plan

EIN 20-5293263 • LA Quinta, CA • 13 filings • 4 plans

51-799 Via SanteroLA Quinta, CA 92253
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$525,229

2024 Contributions

$23,250

Historical Graphs

Total Assets Over Time

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

$572,400$286,200$0200920152020YearValue
$525,229Latest year 2020

Participants Over Time

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

210200920152020YearValue
2Latest year 2020

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
202410$0$0-
Rr Financial Inc. 401-K Profit Sharing Plan-0$0--
202012$525,229$0-
Rr Financial Inc. 401-K Profit Sharing Plan-2$525,229--
201912$520,479$0-
Rr Financial Inc. 401-K Profit Sharing Plan-2$520,479--
201812$495,249$0-
Rr Financial Inc. 401-K Profit Sharing Plan-2$495,249--
201712$495,260$0-
Rr Financial Inc. 401-K Profit Sharing Plan-2$495,260--
201612$485,974$0-
Linda Young Consulting, Sole Prop 401-K Profit Sharing Plan-2$485,974--
201512$474,163$0-
Rr Financial Inc. 401-K Profit Sharing Plan-2$474,163--
201412$487,801$0-
Rr Financial Inc. 401-K Profit Sharing Plan-2$487,801--
201312$572,400$0-
Rr Financial Inc. 401-K Profit Sharing Plan-2$572,400--
201212$540,905$23,250$11,625iApproximate average salary by contribution assumption: employee only about $290,625 at 4% or $193,750 at 6%; with 50% employer match about $193,750 at 4% or $129,167 at 6%; with 100% employer match about $145,313 at 4% or $96,875 at 6%.
Rr Financial Inc. 401-K Profit Sharing Plan-2$540,905$23,250$11,625iApproximate average salary by contribution assumption: employee only about $290,625 at 4% or $193,750 at 6%; with 50% employer match about $193,750 at 4% or $129,167 at 6%; with 100% employer match about $145,313 at 4% or $96,875 at 6%.
201112$529,335$30,250$15,125iApproximate average salary by contribution assumption: employee only about $378,125 at 4% or $252,083 at 6%; with 50% employer match about $252,083 at 4% or $168,056 at 6%; with 100% employer match about $189,063 at 4% or $126,042 at 6%.
Rr Financial Inc. 401-K Profit Sharing Plan-2$529,335$30,250$15,125iApproximate average salary by contribution assumption: employee only about $378,125 at 4% or $252,083 at 6%; with 50% employer match about $252,083 at 4% or $168,056 at 6%; with 100% employer match about $189,063 at 4% or $126,042 at 6%.
201012$511,406$30,250$15,125iApproximate average salary by contribution assumption: employee only about $378,125 at 4% or $252,083 at 6%; with 50% employer match about $252,083 at 4% or $168,056 at 6%; with 100% employer match about $189,063 at 4% or $126,042 at 6%.
Rr Financial Inc. 401-K Profit Sharing Plan-2$511,406$30,250$15,125iApproximate average salary by contribution assumption: employee only about $378,125 at 4% or $252,083 at 6%; with 50% employer match about $252,083 at 4% or $168,056 at 6%; with 100% employer match about $189,063 at 4% or $126,042 at 6%.
200912$462,693$28,750$14,375iApproximate average salary by contribution assumption: employee only about $359,375 at 4% or $239,583 at 6%; with 50% employer match about $239,583 at 4% or $159,722 at 6%; with 100% employer match about $179,688 at 4% or $119,792 at 6%.
Rr Financial Inc. 401-K Profit Sharing Plan-2$462,693$28,750$14,375iApproximate average salary by contribution assumption: employee only about $359,375 at 4% or $239,583 at 6%; with 50% employer match about $239,583 at 4% or $159,722 at 6%; with 100% employer match about $179,688 at 4% or $119,792 at 6%.