Civic Intelligence

Rmr Financial Advisors LLC

Plan context: Rmr Financial Advisors LLC 401(K) Plan

EIN 27-0525330 • Madison, WI • 13 filings • 1 plans

400 Interlake Dr.Madison, WI 53716
Current Snapshot

Latest Year

2023

2023 Participants

6

2023 Assets

$814,855

2023 Contributions

$41,674

Historical Graphs

Total Assets Over Time

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

$1,243,064$621,532$0201120172022YearValue
$814,855Latest year 2022

Participants Over Time

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

630201120172022YearValue
6Latest year 2022

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
202310$0$41,674-
Rmr Financial Advisors LLC 401(K) Plan-0$0$41,674-
202216$814,855$80,859$13,477iApproximate average salary by contribution assumption: employee only about $336,913 at 4% or $224,608 at 6%; with 50% employer match about $224,608 at 4% or $149,739 at 6%; with 100% employer match about $168,456 at 4% or $112,304 at 6%.
Rmr Financial Advisors LLC 401(K) Plan-6$814,855$80,859$13,477iApproximate average salary by contribution assumption: employee only about $336,913 at 4% or $224,608 at 6%; with 50% employer match about $224,608 at 4% or $149,739 at 6%; with 100% employer match about $168,456 at 4% or $112,304 at 6%.
202116$1,243,064$61,882$10,314iApproximate average salary by contribution assumption: employee only about $257,842 at 4% or $171,894 at 6%; with 50% employer match about $171,894 at 4% or $114,596 at 6%; with 100% employer match about $128,921 at 4% or $85,947 at 6%.
Rmr Financial Advisors LLC 401(K) Plan-6$1,243,064$61,882$10,314iApproximate average salary by contribution assumption: employee only about $257,842 at 4% or $171,894 at 6%; with 50% employer match about $171,894 at 4% or $114,596 at 6%; with 100% employer match about $128,921 at 4% or $85,947 at 6%.
202016$1,141,670$55,067$9,178iApproximate average salary by contribution assumption: employee only about $229,446 at 4% or $152,964 at 6%; with 50% employer match about $152,964 at 4% or $101,976 at 6%; with 100% employer match about $114,723 at 4% or $76,482 at 6%.
Rmr Financial Advisors LLC 401(K) Plan-6$1,141,670$55,067$9,178iApproximate average salary by contribution assumption: employee only about $229,446 at 4% or $152,964 at 6%; with 50% employer match about $152,964 at 4% or $101,976 at 6%; with 100% employer match about $114,723 at 4% or $76,482 at 6%.
201915$936,624$49,852$9,970iApproximate average salary by contribution assumption: employee only about $249,260 at 4% or $166,173 at 6%; with 50% employer match about $166,173 at 4% or $110,782 at 6%; with 100% employer match about $124,630 at 4% or $83,087 at 6%.
Rmr Financial Advisors LLC 401(K) Plan-5$936,624$49,852$9,970iApproximate average salary by contribution assumption: employee only about $249,260 at 4% or $166,173 at 6%; with 50% employer match about $166,173 at 4% or $110,782 at 6%; with 100% employer match about $124,630 at 4% or $83,087 at 6%.
201815$711,559$47,905$9,581iApproximate average salary by contribution assumption: employee only about $239,525 at 4% or $159,683 at 6%; with 50% employer match about $159,683 at 4% or $106,456 at 6%; with 100% employer match about $119,763 at 4% or $79,842 at 6%.
Rmr Financial Advisors LLC 401(K) Plan-5$711,559$47,905$9,581iApproximate average salary by contribution assumption: employee only about $239,525 at 4% or $159,683 at 6%; with 50% employer match about $159,683 at 4% or $106,456 at 6%; with 100% employer match about $119,763 at 4% or $79,842 at 6%.
201715$787,605$56,133$11,227iApproximate average salary by contribution assumption: employee only about $280,665 at 4% or $187,110 at 6%; with 50% employer match about $187,110 at 4% or $124,740 at 6%; with 100% employer match about $140,333 at 4% or $93,555 at 6%.
Rmr Financial Advisors LLC 401(K) Plan-5$787,605$56,133$11,227iApproximate average salary by contribution assumption: employee only about $280,665 at 4% or $187,110 at 6%; with 50% employer match about $187,110 at 4% or $124,740 at 6%; with 100% employer match about $140,333 at 4% or $93,555 at 6%.
201614$649,116$57,256$14,314iApproximate average salary by contribution assumption: employee only about $357,850 at 4% or $238,567 at 6%; with 50% employer match about $238,567 at 4% or $159,044 at 6%; with 100% employer match about $178,925 at 4% or $119,283 at 6%.
Rmr Financial Advisors LLC 401(K) Plan-4$649,116$57,256$14,314iApproximate average salary by contribution assumption: employee only about $357,850 at 4% or $238,567 at 6%; with 50% employer match about $238,567 at 4% or $159,044 at 6%; with 100% employer match about $178,925 at 4% or $119,283 at 6%.
201512$525,754$42,497$21,249iApproximate average salary by contribution assumption: employee only about $531,213 at 4% or $354,142 at 6%; with 50% employer match about $354,142 at 4% or $236,094 at 6%; with 100% employer match about $265,606 at 4% or $177,071 at 6%.
Rmr Financial Advisors LLC 401(K) Plan-2$525,754$42,497$21,249iApproximate average salary by contribution assumption: employee only about $531,213 at 4% or $354,142 at 6%; with 50% employer match about $354,142 at 4% or $236,094 at 6%; with 100% employer match about $265,606 at 4% or $177,071 at 6%.
201413$507,403$77,832$25,944iApproximate average salary by contribution assumption: employee only about $648,600 at 4% or $432,400 at 6%; with 50% employer match about $432,400 at 4% or $288,267 at 6%; with 100% employer match about $324,300 at 4% or $216,200 at 6%.
Rmr Financial Advisors LLC 401(K) Plan-3$507,403$77,832$25,944iApproximate average salary by contribution assumption: employee only about $648,600 at 4% or $432,400 at 6%; with 50% employer match about $432,400 at 4% or $288,267 at 6%; with 100% employer match about $324,300 at 4% or $216,200 at 6%.
201313$419,609$70,217$23,406iApproximate average salary by contribution assumption: employee only about $585,142 at 4% or $390,094 at 6%; with 50% employer match about $390,094 at 4% or $260,063 at 6%; with 100% employer match about $292,571 at 4% or $195,047 at 6%.
Rmr Financial Advisors LLC 401(K) Plan-3$419,609$70,217$23,406iApproximate average salary by contribution assumption: employee only about $585,142 at 4% or $390,094 at 6%; with 50% employer match about $390,094 at 4% or $260,063 at 6%; with 100% employer match about $292,571 at 4% or $195,047 at 6%.
201213$279,276$229,303$76,434iApproximate average salary by contribution assumption: employee only about $1,910,858 at 4% or $1,273,906 at 6%; with 50% employer match about $1,273,906 at 4% or $849,270 at 6%; with 100% employer match about $955,429 at 4% or $636,953 at 6%.
Rmr Financial Advisors LLC 401(K) Plan-3$279,276$229,303$76,434iApproximate average salary by contribution assumption: employee only about $1,910,858 at 4% or $1,273,906 at 6%; with 50% employer match about $1,273,906 at 4% or $849,270 at 6%; with 100% employer match about $955,429 at 4% or $636,953 at 6%.
201112$29,158$29,123$14,562iApproximate average salary by contribution assumption: employee only about $364,038 at 4% or $242,692 at 6%; with 50% employer match about $242,692 at 4% or $161,794 at 6%; with 100% employer match about $182,019 at 4% or $121,346 at 6%.
Rmr Financial Advisors LLC 401(K) Plan-2$29,158$29,123$14,562iApproximate average salary by contribution assumption: employee only about $364,038 at 4% or $242,692 at 6%; with 50% employer match about $242,692 at 4% or $161,794 at 6%; with 100% employer match about $182,019 at 4% or $121,346 at 6%.