RAMON FINANCIAL SERVICES, LLC
Plan context: RAMON FINANCIAL SERVICES 401(K) PLAN
EIN 20-8517895 • South Deerfield, MA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$456,689
2025 Contributions
$47,757
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $456,689 | $47,757 | $15,919iApproximate average salary by contribution assumption: employee only about $397,975 at 4% or $265,317 at 6%; with 50% employer match about $265,317 at 4% or $176,878 at 6%; with 100% employer match about $198,988 at 4% or $132,658 at 6%. |
| RAMON FINANCIAL SERVICES 401(K) PLAN | - | 3 | $456,689 | $47,757 | $15,919iApproximate average salary by contribution assumption: employee only about $397,975 at 4% or $265,317 at 6%; with 50% employer match about $265,317 at 4% or $176,878 at 6%; with 100% employer match about $198,988 at 4% or $132,658 at 6%. |
| 2024 | 1 | 3 | $331,616 | $184,606 | $61,535iApproximate average salary by contribution assumption: employee only about $1,538,383 at 4% or $1,025,589 at 6%; with 50% employer match about $1,025,589 at 4% or $683,726 at 6%; with 100% employer match about $769,192 at 4% or $512,794 at 6%. |
| RAMON FINANCIAL SERVICES 401(K) PLAN | - | 3 | $331,616 | $184,606 | $61,535iApproximate average salary by contribution assumption: employee only about $1,538,383 at 4% or $1,025,589 at 6%; with 50% employer match about $1,025,589 at 4% or $683,726 at 6%; with 100% employer match about $769,192 at 4% or $512,794 at 6%. |
| 2023 | 1 | 4 | $115,693 | $51,755 | $12,939iApproximate average salary by contribution assumption: employee only about $323,469 at 4% or $215,646 at 6%; with 50% employer match about $215,646 at 4% or $143,764 at 6%; with 100% employer match about $161,734 at 4% or $107,823 at 6%. |
| RAMON FINANCIAL SERVICES 401(K) PLAN | - | 4 | $115,693 | $51,755 | $12,939iApproximate average salary by contribution assumption: employee only about $323,469 at 4% or $215,646 at 6%; with 50% employer match about $215,646 at 4% or $143,764 at 6%; with 100% employer match about $161,734 at 4% or $107,823 at 6%. |
| 2022 | 1 | 4 | $49,074 | $50,284 | $12,571iApproximate average salary by contribution assumption: employee only about $314,275 at 4% or $209,517 at 6%; with 50% employer match about $209,517 at 4% or $139,678 at 6%; with 100% employer match about $157,138 at 4% or $104,758 at 6%. |
| RAMON FINANCIAL SERVICES 401(K) PLAN | - | 4 | $49,074 | $50,284 | $12,571iApproximate average salary by contribution assumption: employee only about $314,275 at 4% or $209,517 at 6%; with 50% employer match about $209,517 at 4% or $139,678 at 6%; with 100% employer match about $157,138 at 4% or $104,758 at 6%. |