Civic Intelligence

Rtd Financial Advisors Inc.

Plan context: Rtd Financial Advisors Inc. 401K Plan

EIN 22-2446145 • Philadelphia, PA • 26 filings • 2 plans

30 South 17th St, Suite 1620Philadelphia, PA 19103
Current Snapshot

Latest Year

2024

2024 Participants

52

2024 Assets

$12,574,115

2024 Contributions

$760,161

Historical Graphs

Total Assets Over Time

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

$14,314,893$7,157,447$0199920132024YearValue
$12,574,115Latest year 2024

Participants Over Time

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

52260199920122024YearValue
52Latest 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
2024152$12,574,115$760,161$14,618iApproximate average salary by contribution assumption: employee only about $365,462 at 4% or $243,641 at 6%; with 50% employer match about $243,641 at 4% or $162,428 at 6%; with 100% employer match about $182,731 at 4% or $121,821 at 6%.
Rtd Financial Advisors Inc. 401K Plan-52$12,574,115$760,161$14,618iApproximate average salary by contribution assumption: employee only about $365,462 at 4% or $243,641 at 6%; with 50% employer match about $243,641 at 4% or $162,428 at 6%; with 100% employer match about $182,731 at 4% or $121,821 at 6%.
2023146$12,761,048$441,350$9,595iApproximate average salary by contribution assumption: employee only about $239,864 at 4% or $159,909 at 6%; with 50% employer match about $159,909 at 4% or $106,606 at 6%; with 100% employer match about $119,932 at 4% or $79,955 at 6%.
Rtd Financial Advisors Inc. 401K Plan-46$12,761,048$441,350$9,595iApproximate average salary by contribution assumption: employee only about $239,864 at 4% or $159,909 at 6%; with 50% employer match about $159,909 at 4% or $106,606 at 6%; with 100% employer match about $119,932 at 4% or $79,955 at 6%.
2022146$11,638,422$679,587$14,774iApproximate average salary by contribution assumption: employee only about $369,341 at 4% or $246,227 at 6%; with 50% employer match about $246,227 at 4% or $164,151 at 6%; with 100% employer match about $184,670 at 4% or $123,114 at 6%.
Rtd Financial Advisors Inc. 401K Plan-46$11,638,422$679,587$14,774iApproximate average salary by contribution assumption: employee only about $369,341 at 4% or $246,227 at 6%; with 50% employer match about $246,227 at 4% or $164,151 at 6%; with 100% employer match about $184,670 at 4% or $123,114 at 6%.
2021142$14,314,893$732,804$17,448iApproximate average salary by contribution assumption: employee only about $436,193 at 4% or $290,795 at 6%; with 50% employer match about $290,795 at 4% or $193,863 at 6%; with 100% employer match about $218,096 at 4% or $145,398 at 6%.
Rtd Financial Advisors Inc. 401K Plan-42$14,314,893$732,804$17,448iApproximate average salary by contribution assumption: employee only about $436,193 at 4% or $290,795 at 6%; with 50% employer match about $290,795 at 4% or $193,863 at 6%; with 100% employer match about $218,096 at 4% or $145,398 at 6%.
2020140$11,677,459$543,676$13,592iApproximate average salary by contribution assumption: employee only about $339,798 at 4% or $226,532 at 6%; with 50% employer match about $226,532 at 4% or $151,021 at 6%; with 100% employer match about $169,899 at 4% or $113,266 at 6%.
Rtd Financial Advisors Inc. 401K Plan-40$11,677,459$543,676$13,592iApproximate average salary by contribution assumption: employee only about $339,798 at 4% or $226,532 at 6%; with 50% employer match about $226,532 at 4% or $151,021 at 6%; with 100% employer match about $169,899 at 4% or $113,266 at 6%.
2019142$11,497,070$925,619$22,039iApproximate average salary by contribution assumption: employee only about $550,964 at 4% or $367,309 at 6%; with 50% employer match about $367,309 at 4% or $244,873 at 6%; with 100% employer match about $275,482 at 4% or $183,655 at 6%.
Rtd Financial Advisors Inc. 401K Plan-42$11,497,070$925,619$22,039iApproximate average salary by contribution assumption: employee only about $550,964 at 4% or $367,309 at 6%; with 50% employer match about $367,309 at 4% or $244,873 at 6%; with 100% employer match about $275,482 at 4% or $183,655 at 6%.
2018141$8,858,984$881,316$21,496iApproximate average salary by contribution assumption: employee only about $537,388 at 4% or $358,259 at 6%; with 50% employer match about $358,259 at 4% or $238,839 at 6%; with 100% employer match about $268,694 at 4% or $179,129 at 6%.
Rtd Financial Advisors Inc. 401K Plan-41$8,858,984$881,316$21,496iApproximate average salary by contribution assumption: employee only about $537,388 at 4% or $358,259 at 6%; with 50% employer match about $358,259 at 4% or $238,839 at 6%; with 100% employer match about $268,694 at 4% or $179,129 at 6%.
2017142$8,762,045$584,911$13,926iApproximate average salary by contribution assumption: employee only about $348,161 at 4% or $232,108 at 6%; with 50% employer match about $232,108 at 4% or $154,738 at 6%; with 100% employer match about $174,081 at 4% or $116,054 at 6%.
Rtd Financial Advisors Inc. 401K Plan-42$8,762,045$584,911$13,926iApproximate average salary by contribution assumption: employee only about $348,161 at 4% or $232,108 at 6%; with 50% employer match about $232,108 at 4% or $154,738 at 6%; with 100% employer match about $174,081 at 4% or $116,054 at 6%.
2016138$7,064,858$2,182,899$57,445iApproximate average salary by contribution assumption: employee only about $1,436,118 at 4% or $957,412 at 6%; with 50% employer match about $957,412 at 4% or $638,275 at 6%; with 100% employer match about $718,059 at 4% or $478,706 at 6%.
Rtd Financial Advisors Inc. 401K Plan-38$7,064,858$2,182,899$57,445iApproximate average salary by contribution assumption: employee only about $1,436,118 at 4% or $957,412 at 6%; with 50% employer match about $957,412 at 4% or $638,275 at 6%; with 100% employer match about $718,059 at 4% or $478,706 at 6%.
2015129$4,556,335$384,974$13,275iApproximate average salary by contribution assumption: employee only about $331,874 at 4% or $221,249 at 6%; with 50% employer match about $221,249 at 4% or $147,500 at 6%; with 100% employer match about $165,937 at 4% or $110,625 at 6%.
Rtd Financial Advisors Inc. 401K Plan-29$4,556,335$384,974$13,275iApproximate average salary by contribution assumption: employee only about $331,874 at 4% or $221,249 at 6%; with 50% employer match about $221,249 at 4% or $147,500 at 6%; with 100% employer match about $165,937 at 4% or $110,625 at 6%.
2014125$4,290,161$930,816$37,233iApproximate average salary by contribution assumption: employee only about $930,816 at 4% or $620,544 at 6%; with 50% employer match about $620,544 at 4% or $413,696 at 6%; with 100% employer match about $465,408 at 4% or $310,272 at 6%.
Rtd Financial Advisors Inc. 401K Plan-25$4,290,161$930,816$37,233iApproximate average salary by contribution assumption: employee only about $930,816 at 4% or $620,544 at 6%; with 50% employer match about $620,544 at 4% or $413,696 at 6%; with 100% employer match about $465,408 at 4% or $310,272 at 6%.
2013122$4,743,777$321,159$14,598iApproximate average salary by contribution assumption: employee only about $364,953 at 4% or $243,302 at 6%; with 50% employer match about $243,302 at 4% or $162,202 at 6%; with 100% employer match about $182,477 at 4% or $121,651 at 6%.
Rtd Financial Advisors Inc. 401K Plan-22$4,743,777$321,159$14,598iApproximate average salary by contribution assumption: employee only about $364,953 at 4% or $243,302 at 6%; with 50% employer match about $243,302 at 4% or $162,202 at 6%; with 100% employer match about $182,477 at 4% or $121,651 at 6%.
2012123$3,863,594$312,206$13,574iApproximate average salary by contribution assumption: employee only about $339,354 at 4% or $226,236 at 6%; with 50% employer match about $226,236 at 4% or $150,824 at 6%; with 100% employer match about $169,677 at 4% or $113,118 at 6%.
Rtd Financial Advisors Inc. 401K Plan-23$3,863,594$312,206$13,574iApproximate average salary by contribution assumption: employee only about $339,354 at 4% or $226,236 at 6%; with 50% employer match about $226,236 at 4% or $150,824 at 6%; with 100% employer match about $169,677 at 4% or $113,118 at 6%.
2011123$3,152,776$302,798$13,165iApproximate average salary by contribution assumption: employee only about $329,128 at 4% or $219,419 at 6%; with 50% employer match about $219,419 at 4% or $146,279 at 6%; with 100% employer match about $164,564 at 4% or $109,709 at 6%.
Rtd Financial Advisors Inc. 401K Plan-23$3,152,776$302,798$13,165iApproximate average salary by contribution assumption: employee only about $329,128 at 4% or $219,419 at 6%; with 50% employer match about $219,419 at 4% or $146,279 at 6%; with 100% employer match about $164,564 at 4% or $109,709 at 6%.
2010121$2,959,747$266,959$12,712iApproximate average salary by contribution assumption: employee only about $317,808 at 4% or $211,872 at 6%; with 50% employer match about $211,872 at 4% or $141,248 at 6%; with 100% employer match about $158,904 at 4% or $105,936 at 6%.
Rtd Financial Advisors Inc. 401K Plan-21$2,959,747$266,959$12,712iApproximate average salary by contribution assumption: employee only about $317,808 at 4% or $211,872 at 6%; with 50% employer match about $211,872 at 4% or $141,248 at 6%; with 100% employer match about $158,904 at 4% or $105,936 at 6%.
2009120$2,354,924$272,839$13,642iApproximate average salary by contribution assumption: employee only about $341,049 at 4% or $227,366 at 6%; with 50% employer match about $227,366 at 4% or $151,577 at 6%; with 100% employer match about $170,524 at 4% or $113,683 at 6%.
Rtd Financial Advisors Inc. 401K Plan-20$2,354,924$272,839$13,642iApproximate average salary by contribution assumption: employee only about $341,049 at 4% or $227,366 at 6%; with 50% employer match about $227,366 at 4% or $151,577 at 6%; with 100% employer match about $170,524 at 4% or $113,683 at 6%.
2008117$1,607,823$251,778$14,810iApproximate average salary by contribution assumption: employee only about $370,262 at 4% or $246,841 at 6%; with 50% employer match about $246,841 at 4% or $164,561 at 6%; with 100% employer match about $185,131 at 4% or $123,421 at 6%.
Rtd Financial Advisors Inc. 401K Plan-17$1,607,823$251,778$14,810iApproximate average salary by contribution assumption: employee only about $370,262 at 4% or $246,841 at 6%; with 50% employer match about $246,841 at 4% or $164,561 at 6%; with 100% employer match about $185,131 at 4% or $123,421 at 6%.
2007116$1,986,308$195,042$12,190iApproximate average salary by contribution assumption: employee only about $304,753 at 4% or $203,169 at 6%; with 50% employer match about $203,169 at 4% or $135,446 at 6%; with 100% employer match about $152,377 at 4% or $101,584 at 6%.
Rtd Financial Advisors Inc. 401K Plan-16$1,986,308$195,042$12,190iApproximate average salary by contribution assumption: employee only about $304,753 at 4% or $203,169 at 6%; with 50% employer match about $203,169 at 4% or $135,446 at 6%; with 100% employer match about $152,377 at 4% or $101,584 at 6%.
2006112$1,701,171$247,797$20,650iApproximate average salary by contribution assumption: employee only about $516,244 at 4% or $344,163 at 6%; with 50% employer match about $344,163 at 4% or $229,442 at 6%; with 100% employer match about $258,122 at 4% or $172,081 at 6%.
Rtd Financial Advisors Inc. 401K Plan-12$1,701,171$247,797$20,650iApproximate average salary by contribution assumption: employee only about $516,244 at 4% or $344,163 at 6%; with 50% employer match about $344,163 at 4% or $229,442 at 6%; with 100% employer match about $258,122 at 4% or $172,081 at 6%.
2005111$1,245,510$121,835$11,076iApproximate average salary by contribution assumption: employee only about $276,898 at 4% or $184,598 at 6%; with 50% employer match about $184,598 at 4% or $123,066 at 6%; with 100% employer match about $138,449 at 4% or $92,299 at 6%.
Rtd Financial Advisors Inc. 401K Plan-11$1,245,510$121,835$11,076iApproximate average salary by contribution assumption: employee only about $276,898 at 4% or $184,598 at 6%; with 50% employer match about $184,598 at 4% or $123,066 at 6%; with 100% employer match about $138,449 at 4% or $92,299 at 6%.
200419$1,028,139$105,539$11,727iApproximate average salary by contribution assumption: employee only about $293,164 at 4% or $195,443 at 6%; with 50% employer match about $195,443 at 4% or $130,295 at 6%; with 100% employer match about $146,582 at 4% or $97,721 at 6%.
Rtd Financial Advisors Inc. 401K Plan-9$1,028,139$105,539$11,727iApproximate average salary by contribution assumption: employee only about $293,164 at 4% or $195,443 at 6%; with 50% employer match about $195,443 at 4% or $130,295 at 6%; with 100% employer match about $146,582 at 4% or $97,721 at 6%.
2003110$798,671$48,294$4,829iApproximate average salary by contribution assumption: employee only about $120,735 at 4% or $80,490 at 6%; with 50% employer match about $80,490 at 4% or $53,660 at 6%; with 100% employer match about $60,367 at 4% or $40,245 at 6%.
Rtd Financial Advisors Inc. 401K Plan-10$798,671$48,294$4,829iApproximate average salary by contribution assumption: employee only about $120,735 at 4% or $80,490 at 6%; with 50% employer match about $80,490 at 4% or $53,660 at 6%; with 100% employer match about $60,367 at 4% or $40,245 at 6%.
200217$0$0-
Rtd Financial Advisors Inc. 401K Plan-7---
200118$0$0-
Rtd Financial Advisors Inc. 401K Plan-8---
200018$502,776$75,724$9,466iApproximate average salary by contribution assumption: employee only about $236,638 at 4% or $157,758 at 6%; with 50% employer match about $157,758 at 4% or $105,172 at 6%; with 100% employer match about $118,319 at 4% or $78,879 at 6%.
Rtd Financial Advisors Inc. 401K Plan-8$502,776$75,724$9,466iApproximate average salary by contribution assumption: employee only about $236,638 at 4% or $157,758 at 6%; with 50% employer match about $157,758 at 4% or $105,172 at 6%; with 100% employer match about $118,319 at 4% or $78,879 at 6%.
199918$444,702$71,263$8,908iApproximate average salary by contribution assumption: employee only about $222,697 at 4% or $148,465 at 6%; with 50% employer match about $148,465 at 4% or $98,976 at 6%; with 100% employer match about $111,348 at 4% or $74,232 at 6%.
Rtd Financial Advisors Inc. 401K Plan-8$444,702$71,263$8,908iApproximate average salary by contribution assumption: employee only about $222,697 at 4% or $148,465 at 6%; with 50% employer match about $148,465 at 4% or $98,976 at 6%; with 100% employer match about $111,348 at 4% or $74,232 at 6%.