Civic Intelligence

Rule 1 Investing

Plan context: Rule 1 Investing Cash Balance Plan

EIN 26-3514335 • Moreland, GA • 16 filings • 3 plans

1539 Bear Creek Rd.Moreland, GA 30259
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$2,851,672

2024 Contributions

$418,033

Historical Graphs

Total Assets Over Time

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

$4,363,141$2,181,571$0201720212024YearValue
$2,851,672Latest year 2024

Participants Over Time

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

950201720212024YearValue
9Latest 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
202429$2,851,672$418,033$46,448iApproximate average salary by contribution assumption: employee only about $1,161,203 at 4% or $774,135 at 6%; with 50% employer match about $774,135 at 4% or $516,090 at 6%; with 100% employer match about $580,601 at 4% or $387,068 at 6%.
Rule 1 Investing Cash Balance Plan-9$2,200,203$287,621$31,958iApproximate average salary by contribution assumption: employee only about $798,947 at 4% or $532,631 at 6%; with 50% employer match about $532,631 at 4% or $355,088 at 6%; with 100% employer match about $399,474 at 4% or $266,316 at 6%.
RULE 1 INVESTING 401(K) PROFIT SHARING PLAN-9$651,469$130,412$14,490iApproximate average salary by contribution assumption: employee only about $362,256 at 4% or $241,504 at 6%; with 50% employer match about $241,504 at 4% or $161,002 at 6%; with 100% employer match about $181,128 at 4% or $120,752 at 6%.
202329$4,363,141$442,943$49,216iApproximate average salary by contribution assumption: employee only about $1,230,397 at 4% or $820,265 at 6%; with 50% employer match about $820,265 at 4% or $546,843 at 6%; with 100% employer match about $615,199 at 4% or $410,132 at 6%.
Rule 1 Investing Cash Balance Plan-6$3,804,090$360,001$60,000iApproximate average salary by contribution assumption: employee only about $1,500,004 at 4% or $1,000,003 at 6%; with 50% employer match about $1,000,003 at 4% or $666,669 at 6%; with 100% employer match about $750,002 at 4% or $500,001 at 6%.
RULE 1 INVESTING 401(K) PROFIT SHARING PLAN-9$559,051$82,942$9,216iApproximate average salary by contribution assumption: employee only about $230,394 at 4% or $153,596 at 6%; with 50% employer match about $153,596 at 4% or $102,398 at 6%; with 100% employer match about $115,197 at 4% or $76,798 at 6%.
202229$3,765,024$403,638$44,849iApproximate average salary by contribution assumption: employee only about $1,121,217 at 4% or $747,478 at 6%; with 50% employer match about $747,478 at 4% or $498,319 at 6%; with 100% employer match about $560,608 at 4% or $373,739 at 6%.
Rule 1 Investing Cash Balance Plan-7$3,279,714$373,800$53,400iApproximate average salary by contribution assumption: employee only about $1,335,000 at 4% or $890,000 at 6%; with 50% employer match about $890,000 at 4% or $593,333 at 6%; with 100% employer match about $667,500 at 4% or $445,000 at 6%.
RULE 1 INVESTING 401(K) PROFIT SHARING PLAN-9$485,310$29,838$3,315iApproximate average salary by contribution assumption: employee only about $82,883 at 4% or $55,256 at 6%; with 50% employer match about $55,256 at 4% or $36,837 at 6%; with 100% employer match about $41,442 at 4% or $27,628 at 6%.
202129$3,567,905$621,704$69,078iApproximate average salary by contribution assumption: employee only about $1,726,956 at 4% or $1,151,304 at 6%; with 50% employer match about $1,151,304 at 4% or $767,536 at 6%; with 100% employer match about $863,478 at 4% or $575,652 at 6%.
Rule 1 Investing Cash Balance Plan-7$3,112,433$503,248$71,893iApproximate average salary by contribution assumption: employee only about $1,797,314 at 4% or $1,198,210 at 6%; with 50% employer match about $1,198,210 at 4% or $798,806 at 6%; with 100% employer match about $898,657 at 4% or $599,105 at 6%.
RULE 1 INVESTING 401(K) PROFIT SHARING PLAN-9$455,472$118,456$13,162iApproximate average salary by contribution assumption: employee only about $329,044 at 4% or $219,363 at 6%; with 50% employer match about $219,363 at 4% or $146,242 at 6%; with 100% employer match about $164,522 at 4% or $109,681 at 6%.
202028$2,948,484$1,040,684$130,086iApproximate average salary by contribution assumption: employee only about $3,252,138 at 4% or $2,168,092 at 6%; with 50% employer match about $2,168,092 at 4% or $1,445,394 at 6%; with 100% employer match about $1,626,069 at 4% or $1,084,046 at 6%.
Rule 1 Investing Cash Balance Plan-8$2,607,521$912,000$114,000iApproximate average salary by contribution assumption: employee only about $2,850,000 at 4% or $1,900,000 at 6%; with 50% employer match about $1,900,000 at 4% or $1,266,667 at 6%; with 100% employer match about $1,425,000 at 4% or $950,000 at 6%.
RULE 1 INVESTING 401(K) PROFIT SHARING PLAN-8$340,963$128,684$16,086iApproximate average salary by contribution assumption: employee only about $402,138 at 4% or $268,092 at 6%; with 50% employer match about $268,092 at 4% or $178,728 at 6%; with 100% employer match about $201,069 at 4% or $134,046 at 6%.
201926$1,845,325$921,896$153,649iApproximate average salary by contribution assumption: employee only about $3,841,233 at 4% or $2,560,822 at 6%; with 50% employer match about $2,560,822 at 4% or $1,707,215 at 6%; with 100% employer match about $1,920,617 at 4% or $1,280,411 at 6%.
Rule 1 Investing Cash Balance Plan-6$1,630,500$820,000$136,667iApproximate average salary by contribution assumption: employee only about $3,416,667 at 4% or $2,277,778 at 6%; with 50% employer match about $2,277,778 at 4% or $1,518,519 at 6%; with 100% employer match about $1,708,333 at 4% or $1,138,889 at 6%.
RULE 1 INVESTING 401(K) PROFIT SHARING PLAN-6$214,825$101,896$16,983iApproximate average salary by contribution assumption: employee only about $424,567 at 4% or $283,044 at 6%; with 50% employer match about $283,044 at 4% or $188,696 at 6%; with 100% employer match about $212,283 at 4% or $141,522 at 6%.
201826$918,429$476,054$79,342iApproximate average salary by contribution assumption: employee only about $1,983,558 at 4% or $1,322,372 at 6%; with 50% employer match about $1,322,372 at 4% or $881,581 at 6%; with 100% employer match about $991,779 at 4% or $661,186 at 6%.
Rule 1 Investing Cash Balance Plan-6$805,500$405,400$67,567iApproximate average salary by contribution assumption: employee only about $1,689,167 at 4% or $1,126,111 at 6%; with 50% employer match about $1,126,111 at 4% or $750,741 at 6%; with 100% employer match about $844,583 at 4% or $563,056 at 6%.
RULE 1 INVESTING 401(K) PROFIT SHARING PLAN-6$112,929$70,654$11,776iApproximate average salary by contribution assumption: employee only about $294,392 at 4% or $196,261 at 6%; with 50% employer match about $196,261 at 4% or $130,841 at 6%; with 100% employer match about $147,196 at 4% or $98,131 at 6%.
201725$441,698$441,698$88,340iApproximate average salary by contribution assumption: employee only about $2,208,490 at 4% or $1,472,327 at 6%; with 50% employer match about $1,472,327 at 4% or $981,551 at 6%; with 100% employer match about $1,104,245 at 4% or $736,163 at 6%.
Rule 1 Investing Cash Balance Plan-5$400,000$400,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
RULE 1 INVESTING 401(K) PROFIT SHARING PLAN-5$41,698$41,698$8,340iApproximate average salary by contribution assumption: employee only about $208,490 at 4% or $138,993 at 6%; with 50% employer match about $138,993 at 4% or $92,662 at 6%; with 100% employer match about $104,245 at 4% or $69,497 at 6%.