Civic Intelligence

Rizzo Financial Group LLC

Plan context: Rizzo Financial Group LLC Defined Benefit Pension Plan

EIN 26-4628856 • Scottsdale, AZ • 25 filings • 4 plans

10575 N. 114th Street, Unit 105Scottsdale, AZ 85259
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$945,491

2024 Contributions

$130,500

Historical Graphs

Total Assets Over Time

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

$945,491$472,746$0201320192024YearValue
$945,491Latest year 2024

Participants Over Time

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

420201320192024YearValue
4Latest 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
202424$945,491$130,500$32,625iApproximate average salary by contribution assumption: employee only about $815,625 at 4% or $543,750 at 6%; with 50% employer match about $543,750 at 4% or $362,500 at 6%; with 100% employer match about $407,813 at 4% or $271,875 at 6%.
Rizzo Financial Group LLC Defined Benefit Pension Plan-4$584,143$100,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
RIZZO FINANCIAL GROUP LLC 401(K) P/S PLAN-2$361,348$30,500$15,250iApproximate average salary by contribution assumption: employee only about $381,250 at 4% or $254,167 at 6%; with 50% employer match about $254,167 at 4% or $169,444 at 6%; with 100% employer match about $190,625 at 4% or $127,083 at 6%.
202323$638,169$130,000$43,333iApproximate average salary by contribution assumption: employee only about $1,083,333 at 4% or $722,222 at 6%; with 50% employer match about $722,222 at 4% or $481,481 at 6%; with 100% employer match about $541,667 at 4% or $361,111 at 6%.
Rizzo Financial Group LLC Defined Benefit Pension Plan-3$375,689$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
RIZZO FINANCIAL GROUP, LLC 401(K) P/S PLAN-2$262,480$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
202222$456,839$127,867$63,934iApproximate average salary by contribution assumption: employee only about $1,598,338 at 4% or $1,065,558 at 6%; with 50% employer match about $1,065,558 at 4% or $710,372 at 6%; with 100% employer match about $799,169 at 4% or $532,779 at 6%.
RIZZO FINANCIAL GROUP, LLC 401(K) P/S PLAN-2$229,251$27,867$13,934iApproximate average salary by contribution assumption: employee only about $348,338 at 4% or $232,225 at 6%; with 50% employer match about $232,225 at 4% or $154,817 at 6%; with 100% employer match about $174,169 at 4% or $116,113 at 6%.
Rizzo Financial Group LLC Defined Benefit Pension Plan-2$227,588$100,000$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%.
202122$470,938$80,971$40,486iApproximate average salary by contribution assumption: employee only about $1,012,138 at 4% or $674,758 at 6%; with 50% employer match about $674,758 at 4% or $449,839 at 6%; with 100% employer match about $506,069 at 4% or $337,379 at 6%.
RIZZO FINANCIAL GROUP, LLC 401(K) P/S PLAN-2$303,223$30,607$15,304iApproximate average salary by contribution assumption: employee only about $382,588 at 4% or $255,058 at 6%; with 50% employer match about $255,058 at 4% or $170,039 at 6%; with 100% employer match about $191,294 at 4% or $127,529 at 6%.
Rizzo Financial Group LLC Defined Benefit Pension Plan-1$167,715$50,364$50,364iApproximate average salary by contribution assumption: employee only about $1,259,100 at 4% or $839,400 at 6%; with 50% employer match about $839,400 at 4% or $559,600 at 6%; with 100% employer match about $629,550 at 4% or $419,700 at 6%.
202032$447,646$82,211$41,106iApproximate average salary by contribution assumption: employee only about $1,027,638 at 4% or $685,092 at 6%; with 50% employer match about $685,092 at 4% or $456,728 at 6%; with 100% employer match about $513,819 at 4% or $342,546 at 6%.
RIZZO FINANCIAL GROUP, LLC 401(K) P/S PLAN-2$261,371$28,150$14,075iApproximate average salary by contribution assumption: employee only about $351,875 at 4% or $234,583 at 6%; with 50% employer match about $234,583 at 4% or $156,389 at 6%; with 100% employer match about $175,938 at 4% or $117,292 at 6%.
Rizzo Financial Group LLC Defined Benefit Pension Plan-2$111,275$54,061$27,031iApproximate average salary by contribution assumption: employee only about $675,763 at 4% or $450,508 at 6%; with 50% employer match about $450,508 at 4% or $300,339 at 6%; with 100% employer match about $337,881 at 4% or $225,254 at 6%.
Rizzo Financial Group LLC Defined Benefit Pension Plan-1$75,000--
201932$508,784$85,136$42,568iApproximate average salary by contribution assumption: employee only about $1,064,200 at 4% or $709,467 at 6%; with 50% employer match about $709,467 at 4% or $472,978 at 6%; with 100% employer match about $532,100 at 4% or $354,733 at 6%.
Rizzo Financial Group LLC Defined Benefit Pension Plan-2$259,067--
RIZZO FINANCIAL GROUP, LLC 401(K) P/S PLAN-2$194,717$30,136$15,068iApproximate average salary by contribution assumption: employee only about $376,700 at 4% or $251,133 at 6%; with 50% employer match about $251,133 at 4% or $167,422 at 6%; with 100% employer match about $188,350 at 4% or $125,567 at 6%.
Rizzo Financial Group LLC Defined Benefit Pension Plan-2$55,000$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
201822$391,670$81,069$40,535iApproximate average salary by contribution assumption: employee only about $1,013,363 at 4% or $675,575 at 6%; with 50% employer match about $675,575 at 4% or $450,383 at 6%; with 100% employer match about $506,681 at 4% or $337,788 at 6%.
Rizzo Financial Group LLC Defined Benefit Pension Plan-2$259,067$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
RIZZO FINANCIAL GROUP, LLC 401(K) P/S PLAN-2$132,603$26,069$13,035iApproximate average salary by contribution assumption: employee only about $325,863 at 4% or $217,242 at 6%; with 50% employer match about $217,242 at 4% or $144,828 at 6%; with 100% employer match about $162,931 at 4% or $108,621 at 6%.
201722$292,897$20,950$10,475iApproximate average salary by contribution assumption: employee only about $261,875 at 4% or $174,583 at 6%; with 50% employer match about $174,583 at 4% or $116,389 at 6%; with 100% employer match about $130,938 at 4% or $87,292 at 6%.
Rizzo Financial Group LLC Defined Benefit Pension Plan-2$175,123--
RIZZO FINANCIAL GROUP, LLC 401(K) P/S PLAN-2$117,774$20,950$10,475iApproximate average salary by contribution assumption: employee only about $261,875 at 4% or $174,583 at 6%; with 50% employer match about $174,583 at 4% or $116,389 at 6%; with 100% employer match about $130,938 at 4% or $87,292 at 6%.
201622$207,382$5,350$2,675iApproximate average salary by contribution assumption: employee only about $66,875 at 4% or $44,583 at 6%; with 50% employer match about $44,583 at 4% or $29,722 at 6%; with 100% employer match about $33,438 at 4% or $22,292 at 6%.
Rizzo Financial Group LLC Defined Benefit Pension Plan-2$125,194$0-
RIZZO FINANCIAL GROUP, LLC 401(K) P/S PLAN-2$82,188$5,350$2,675iApproximate average salary by contribution assumption: employee only about $66,875 at 4% or $44,583 at 6%; with 50% employer match about $44,583 at 4% or $29,722 at 6%; with 100% employer match about $33,438 at 4% or $22,292 at 6%.
201522$215,821$103,642$51,821iApproximate average salary by contribution assumption: employee only about $1,295,525 at 4% or $863,683 at 6%; with 50% employer match about $863,683 at 4% or $575,789 at 6%; with 100% employer match about $647,763 at 4% or $431,842 at 6%.
Rizzo Financial Group LLC Defined Benefit Pension Plan-2$144,522$77,042$38,521iApproximate average salary by contribution assumption: employee only about $963,025 at 4% or $642,017 at 6%; with 50% employer match about $642,017 at 4% or $428,011 at 6%; with 100% employer match about $481,513 at 4% or $321,008 at 6%.
RIZZO FINANCIAL GROUP, LLC 401(K) P/S PLAN-2$71,299$26,600$13,300iApproximate average salary by contribution assumption: employee only about $332,500 at 4% or $221,667 at 6%; with 50% employer match about $221,667 at 4% or $147,778 at 6%; with 100% employer match about $166,250 at 4% or $110,833 at 6%.
201422$136,567$116,442$58,221iApproximate average salary by contribution assumption: employee only about $1,455,525 at 4% or $970,350 at 6%; with 50% employer match about $970,350 at 4% or $646,900 at 6%; with 100% employer match about $727,763 at 4% or $485,175 at 6%.
Rizzo Financial Group LLC Defined Benefit Pension Plan-2$90,000$90,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
RIZZO FINANCIAL GROUP, LLC 401(K) P/S PLAN-0$46,567$26,442-
201312$19,619$19,607$9,804iApproximate average salary by contribution assumption: employee only about $245,088 at 4% or $163,392 at 6%; with 50% employer match about $163,392 at 4% or $108,928 at 6%; with 100% employer match about $122,544 at 4% or $81,696 at 6%.
RIZZO FINANCIAL GROUP, LLC 401(K) P/S PLAN-2$19,619$19,607$9,804iApproximate average salary by contribution assumption: employee only about $245,088 at 4% or $163,392 at 6%; with 50% employer match about $163,392 at 4% or $108,928 at 6%; with 100% employer match about $122,544 at 4% or $81,696 at 6%.