Civic Intelligence

Ruggie Capital Group Inc

Plan context: RUGGIE CAPITAL GROUP, INC. DEFINED BENEFIT PENSION PLAN

EIN 26-2849770 • Tavares, FL • 21 filings • 9 plans

2100 Lake Eustis DriveTavares, FL 32778
Current Snapshot

Latest Year

2020

2020 Participants

15

2020 Assets

$1,442,257

2020 Contributions

$333,231

Historical Graphs

Total Assets Over Time

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

$3,500,946$1,750,473$0200920152020YearValue
$1,442,257Latest year 2020

Participants Over Time

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

22110200920152020YearValue
15Latest 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
2020215$1,442,257$333,231$22,215iApproximate average salary by contribution assumption: employee only about $555,385 at 4% or $370,257 at 6%; with 50% employer match about $370,257 at 4% or $246,838 at 6%; with 100% employer match about $277,693 at 4% or $185,128 at 6%.
RUGGIE CAPITAL GROUP, INC. DEFINED BENEFIT PENSION PLAN-6$1,032,575$240,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
RUGGIE CAPITAL GROUP, INC. PROFIT SHARING PLAN-15$409,682$93,231$6,215iApproximate average salary by contribution assumption: employee only about $155,385 at 4% or $103,590 at 6%; with 50% employer match about $103,590 at 4% or $69,060 at 6%; with 100% employer match about $77,693 at 4% or $51,795 at 6%.
2019322$3,500,946$395,693$17,986iApproximate average salary by contribution assumption: employee only about $449,651 at 4% or $299,767 at 6%; with 50% employer match about $299,767 at 4% or $199,845 at 6%; with 100% employer match about $224,826 at 4% or $149,884 at 6%.
Ruggie Capital Group Inc 401 K Profit Sharing Plan Trust-22$2,374,910$128,863$5,857iApproximate average salary by contribution assumption: employee only about $146,435 at 4% or $97,623 at 6%; with 50% employer match about $97,623 at 4% or $65,082 at 6%; with 100% employer match about $73,218 at 4% or $48,812 at 6%.
RUGGIE CAPITAL GROUP, INC. DEFINED BENEFIT PENSION PLAN-4$888,744$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
RUGGIE CAPITAL GROUP, INC. PROFIT SHARING PLAN-11$237,292$66,830$6,075iApproximate average salary by contribution assumption: employee only about $151,886 at 4% or $101,258 at 6%; with 50% employer match about $101,258 at 4% or $67,505 at 6%; with 100% employer match about $75,943 at 4% or $50,629 at 6%.
2018320$2,723,159$449,095$22,455iApproximate average salary by contribution assumption: employee only about $561,369 at 4% or $374,246 at 6%; with 50% employer match about $374,246 at 4% or $249,497 at 6%; with 100% employer match about $280,684 at 4% or $187,123 at 6%.
Ruggie Capital Group Inc 401 K Profit Sharing Plan Trust-20$1,885,807$141,829$7,091iApproximate average salary by contribution assumption: employee only about $177,286 at 4% or $118,191 at 6%; with 50% employer match about $118,191 at 4% or $78,794 at 6%; with 100% employer match about $88,643 at 4% or $59,095 at 6%.
RUGGIE CAPITAL GROUP, INC. DEFINED BENEFIT PENSION PLAN-6$685,446$240,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
RUGGIE CAPITAL GROUP, INC. PROFIT SHARING PLAN-12$151,906$67,266$5,606iApproximate average salary by contribution assumption: employee only about $140,138 at 4% or $93,425 at 6%; with 50% employer match about $93,425 at 4% or $62,283 at 6%; with 100% employer match about $70,069 at 4% or $46,713 at 6%.
2017316$2,431,627$665,126$41,570iApproximate average salary by contribution assumption: employee only about $1,039,259 at 4% or $692,840 at 6%; with 50% employer match about $692,840 at 4% or $461,893 at 6%; with 100% employer match about $519,630 at 4% or $346,420 at 6%.
Ruggie Capital Group Inc 401 K Profit Sharing Plan Trust-16$1,882,387$393,125$24,570iApproximate average salary by contribution assumption: employee only about $614,258 at 4% or $409,505 at 6%; with 50% employer match about $409,505 at 4% or $273,003 at 6%; with 100% employer match about $307,129 at 4% or $204,753 at 6%.
RUGGIE CAPITAL GROUP, INC. DEFINED BENEFIT PENSION PLAN-4$458,479$228,677$57,169iApproximate average salary by contribution assumption: employee only about $1,429,231 at 4% or $952,821 at 6%; with 50% employer match about $952,821 at 4% or $635,214 at 6%; with 100% employer match about $714,616 at 4% or $476,410 at 6%.
RUGGIE CAPITAL GROUP, INC. PROFIT SHARING PLAN-10$90,761$43,324$4,332iApproximate average salary by contribution assumption: employee only about $108,310 at 4% or $72,207 at 6%; with 50% employer match about $72,207 at 4% or $48,138 at 6%; with 100% employer match about $54,155 at 4% or $36,103 at 6%.
2016311$1,536,425$395,889$35,990iApproximate average salary by contribution assumption: employee only about $899,748 at 4% or $599,832 at 6%; with 50% employer match about $599,832 at 4% or $399,888 at 6%; with 100% employer match about $449,874 at 4% or $299,916 at 6%.
Ruggie Capital Group Inc 401 K Profit Sharing Plan Trust-11$1,227,157$86,621$7,875iApproximate average salary by contribution assumption: employee only about $196,866 at 4% or $131,244 at 6%; with 50% employer match about $131,244 at 4% or $87,496 at 6%; with 100% employer match about $98,433 at 4% or $65,622 at 6%.
RUGGIE CAPITAL GROUP, INC. DEFINED BENEFIT PENSION PLAN-5$265,132$265,132$53,026iApproximate average salary by contribution assumption: employee only about $1,325,660 at 4% or $883,773 at 6%; with 50% employer match about $883,773 at 4% or $589,182 at 6%; with 100% employer match about $662,830 at 4% or $441,887 at 6%.
RUGGIE CAPITAL GROUP, INC. PROFIT SHARING PLAN-9$44,136$44,136$4,904iApproximate average salary by contribution assumption: employee only about $122,600 at 4% or $81,733 at 6%; with 50% employer match about $81,733 at 4% or $54,489 at 6%; with 100% employer match about $61,300 at 4% or $40,867 at 6%.
2015111$1,011,926$87,040$7,913iApproximate average salary by contribution assumption: employee only about $197,818 at 4% or $131,879 at 6%; with 50% employer match about $131,879 at 4% or $87,919 at 6%; with 100% employer match about $98,909 at 4% or $65,939 at 6%.
Ruggie Capital Group Inc 401 K Profit Sharing Plan Trust-11$1,011,926$87,040$7,913iApproximate average salary by contribution assumption: employee only about $197,818 at 4% or $131,879 at 6%; with 50% employer match about $131,879 at 4% or $87,919 at 6%; with 100% employer match about $98,909 at 4% or $65,939 at 6%.
2014110$1,007,612$150,497$15,050iApproximate average salary by contribution assumption: employee only about $376,243 at 4% or $250,828 at 6%; with 50% employer match about $250,828 at 4% or $167,219 at 6%; with 100% employer match about $188,121 at 4% or $125,414 at 6%.
Ruggie Capital Group Inc 401 K Profit Sharing Plan Trust-10$1,007,612$150,497$15,050iApproximate average salary by contribution assumption: employee only about $376,243 at 4% or $250,828 at 6%; with 50% employer match about $250,828 at 4% or $167,219 at 6%; with 100% employer match about $188,121 at 4% or $125,414 at 6%.
201318$807,499$125,601$15,700iApproximate average salary by contribution assumption: employee only about $392,503 at 4% or $261,669 at 6%; with 50% employer match about $261,669 at 4% or $174,446 at 6%; with 100% employer match about $196,252 at 4% or $130,834 at 6%.
Ruggie Capital Group Inc 401 K Profit Sharing Plan Trust-8$807,499$125,601$15,700iApproximate average salary by contribution assumption: employee only about $392,503 at 4% or $261,669 at 6%; with 50% employer match about $261,669 at 4% or $174,446 at 6%; with 100% employer match about $196,252 at 4% or $130,834 at 6%.
201218$556,308$66,909$8,364iApproximate average salary by contribution assumption: employee only about $209,091 at 4% or $139,394 at 6%; with 50% employer match about $139,394 at 4% or $92,929 at 6%; with 100% employer match about $104,545 at 4% or $69,697 at 6%.
Ruggie Capital Group Inc 401 K Profit Sharing Plan Trust-8$556,308$66,909$8,364iApproximate average salary by contribution assumption: employee only about $209,091 at 4% or $139,394 at 6%; with 50% employer match about $139,394 at 4% or $92,929 at 6%; with 100% employer match about $104,545 at 4% or $69,697 at 6%.
201117$470,655$69,333$9,905iApproximate average salary by contribution assumption: employee only about $247,618 at 4% or $165,079 at 6%; with 50% employer match about $165,079 at 4% or $110,052 at 6%; with 100% employer match about $123,809 at 4% or $82,539 at 6%.
Ruggie Capital Group Inc 401 K Profit Sharing Plan Trust-7$470,655$69,333$9,905iApproximate average salary by contribution assumption: employee only about $247,618 at 4% or $165,079 at 6%; with 50% employer match about $165,079 at 4% or $110,052 at 6%; with 100% employer match about $123,809 at 4% or $82,539 at 6%.
201018$457,578$64,131$8,016iApproximate average salary by contribution assumption: employee only about $200,409 at 4% or $133,606 at 6%; with 50% employer match about $133,606 at 4% or $89,071 at 6%; with 100% employer match about $100,205 at 4% or $66,803 at 6%.
Ruggie Capital Group Inc 401 K Profit Sharing Plan Trust-8$457,578$64,131$8,016iApproximate average salary by contribution assumption: employee only about $200,409 at 4% or $133,606 at 6%; with 50% employer match about $133,606 at 4% or $89,071 at 6%; with 100% employer match about $100,205 at 4% or $66,803 at 6%.
2009111$383,323$66,840$6,076iApproximate average salary by contribution assumption: employee only about $151,909 at 4% or $101,273 at 6%; with 50% employer match about $101,273 at 4% or $67,515 at 6%; with 100% employer match about $75,955 at 4% or $50,636 at 6%.
Ruggie Capital Group Inc 401 K Profit Sharing Plan Trust-11$383,323$66,840$6,076iApproximate average salary by contribution assumption: employee only about $151,909 at 4% or $101,273 at 6%; with 50% employer match about $101,273 at 4% or $67,515 at 6%; with 100% employer match about $75,955 at 4% or $50,636 at 6%.