Civic Intelligence

Rocky Mountain Advisory LLC

Plan context: Rocky Mountain Advisory Retirement Plan

EIN 27-1539411 • Salt Lake City, UT • 14 filings • 1 plans

215 South State Street, Suite 550Salt Lake City, UT 84111
Current Snapshot

Latest Year

2023

2023 Participants

10

2023 Assets

$2,520,131

2023 Contributions

$324,645

Historical Graphs

Total Assets Over Time

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

$3,629,041$1,814,521$0201020162022YearValue
$2,520,131Latest year 2022

Participants Over Time

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

1370201020162022YearValue
10Latest 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$0-
Rocky Mountain Advisory Retirement Plan-0---
2022110$2,520,131$324,645$32,465iApproximate average salary by contribution assumption: employee only about $811,613 at 4% or $541,075 at 6%; with 50% employer match about $541,075 at 4% or $360,717 at 6%; with 100% employer match about $405,806 at 4% or $270,538 at 6%.
Rocky Mountain Advisory Retirement Plan-10$2,520,131$324,645$32,465iApproximate average salary by contribution assumption: employee only about $811,613 at 4% or $541,075 at 6%; with 50% employer match about $541,075 at 4% or $360,717 at 6%; with 100% employer match about $405,806 at 4% or $270,538 at 6%.
2021110$2,911,389$205,093$20,509iApproximate average salary by contribution assumption: employee only about $512,733 at 4% or $341,822 at 6%; with 50% employer match about $341,822 at 4% or $227,881 at 6%; with 100% employer match about $256,366 at 4% or $170,911 at 6%.
Rocky Mountain Advisory Retirement Plan-10$2,911,389$205,093$20,509iApproximate average salary by contribution assumption: employee only about $512,733 at 4% or $341,822 at 6%; with 50% employer match about $341,822 at 4% or $227,881 at 6%; with 100% employer match about $256,366 at 4% or $170,911 at 6%.
2020110$2,500,550$236,886$23,689iApproximate average salary by contribution assumption: employee only about $592,215 at 4% or $394,810 at 6%; with 50% employer match about $394,810 at 4% or $263,207 at 6%; with 100% employer match about $296,108 at 4% or $197,405 at 6%.
Rocky Mountain Advisory Retirement Plan-10$2,500,550$236,886$23,689iApproximate average salary by contribution assumption: employee only about $592,215 at 4% or $394,810 at 6%; with 50% employer match about $394,810 at 4% or $263,207 at 6%; with 100% employer match about $296,108 at 4% or $197,405 at 6%.
2019113$3,629,041$255,282$19,637iApproximate average salary by contribution assumption: employee only about $490,927 at 4% or $327,285 at 6%; with 50% employer match about $327,285 at 4% or $218,190 at 6%; with 100% employer match about $245,463 at 4% or $163,642 at 6%.
Rocky Mountain Advisory Retirement Plan-13$3,629,041$255,282$19,637iApproximate average salary by contribution assumption: employee only about $490,927 at 4% or $327,285 at 6%; with 50% employer match about $327,285 at 4% or $218,190 at 6%; with 100% employer match about $245,463 at 4% or $163,642 at 6%.
2018112$2,950,764$262,597$21,883iApproximate average salary by contribution assumption: employee only about $547,077 at 4% or $364,718 at 6%; with 50% employer match about $364,718 at 4% or $243,145 at 6%; with 100% employer match about $273,539 at 4% or $182,359 at 6%.
Rocky Mountain Advisory Retirement Plan-12$2,950,764$262,597$21,883iApproximate average salary by contribution assumption: employee only about $547,077 at 4% or $364,718 at 6%; with 50% employer match about $364,718 at 4% or $243,145 at 6%; with 100% employer match about $273,539 at 4% or $182,359 at 6%.
2017113$3,142,720$334,077$25,698iApproximate average salary by contribution assumption: employee only about $642,456 at 4% or $428,304 at 6%; with 50% employer match about $428,304 at 4% or $285,536 at 6%; with 100% employer match about $321,228 at 4% or $214,152 at 6%.
Rocky Mountain Advisory Retirement Plan-13$3,142,720$334,077$25,698iApproximate average salary by contribution assumption: employee only about $642,456 at 4% or $428,304 at 6%; with 50% employer match about $428,304 at 4% or $285,536 at 6%; with 100% employer match about $321,228 at 4% or $214,152 at 6%.
2016113$2,393,545$217,107$16,701iApproximate average salary by contribution assumption: employee only about $417,513 at 4% or $278,342 at 6%; with 50% employer match about $278,342 at 4% or $185,562 at 6%; with 100% employer match about $208,757 at 4% or $139,171 at 6%.
Rocky Mountain Advisory Retirement Plan-13$2,393,545$217,107$16,701iApproximate average salary by contribution assumption: employee only about $417,513 at 4% or $278,342 at 6%; with 50% employer match about $278,342 at 4% or $185,562 at 6%; with 100% employer match about $208,757 at 4% or $139,171 at 6%.
2015111$2,102,230$198,594$18,054iApproximate average salary by contribution assumption: employee only about $451,350 at 4% or $300,900 at 6%; with 50% employer match about $300,900 at 4% or $200,600 at 6%; with 100% employer match about $225,675 at 4% or $150,450 at 6%.
Rocky Mountain Advisory Retirement Plan-11$2,102,230$198,594$18,054iApproximate average salary by contribution assumption: employee only about $451,350 at 4% or $300,900 at 6%; with 50% employer match about $300,900 at 4% or $200,600 at 6%; with 100% employer match about $225,675 at 4% or $150,450 at 6%.
2014111$1,991,084$196,956$17,905iApproximate average salary by contribution assumption: employee only about $447,627 at 4% or $298,418 at 6%; with 50% employer match about $298,418 at 4% or $198,945 at 6%; with 100% employer match about $223,814 at 4% or $149,209 at 6%.
Rocky Mountain Advisory Retirement Plan-11$1,991,084$196,956$17,905iApproximate average salary by contribution assumption: employee only about $447,627 at 4% or $298,418 at 6%; with 50% employer match about $298,418 at 4% or $198,945 at 6%; with 100% employer match about $223,814 at 4% or $149,209 at 6%.
2013113$1,745,349$241,479$18,575iApproximate average salary by contribution assumption: employee only about $464,383 at 4% or $309,588 at 6%; with 50% employer match about $309,588 at 4% or $206,392 at 6%; with 100% employer match about $232,191 at 4% or $154,794 at 6%.
Rocky Mountain Advisory Retirement Plan-13$1,745,349$241,479$18,575iApproximate average salary by contribution assumption: employee only about $464,383 at 4% or $309,588 at 6%; with 50% employer match about $309,588 at 4% or $206,392 at 6%; with 100% employer match about $232,191 at 4% or $154,794 at 6%.
2012111$1,293,966$175,894$15,990iApproximate average salary by contribution assumption: employee only about $399,759 at 4% or $266,506 at 6%; with 50% employer match about $266,506 at 4% or $177,671 at 6%; with 100% employer match about $199,880 at 4% or $133,253 at 6%.
Rocky Mountain Advisory Retirement Plan-11$1,293,966$175,894$15,990iApproximate average salary by contribution assumption: employee only about $399,759 at 4% or $266,506 at 6%; with 50% employer match about $266,506 at 4% or $177,671 at 6%; with 100% employer match about $199,880 at 4% or $133,253 at 6%.
2011111$1,022,414$138,855$12,623iApproximate average salary by contribution assumption: employee only about $315,580 at 4% or $210,386 at 6%; with 50% employer match about $210,386 at 4% or $140,258 at 6%; with 100% employer match about $157,790 at 4% or $105,193 at 6%.
Rocky Mountain Advisory Retirement Plan-11$1,022,414$138,855$12,623iApproximate average salary by contribution assumption: employee only about $315,580 at 4% or $210,386 at 6%; with 50% employer match about $210,386 at 4% or $140,258 at 6%; with 100% employer match about $157,790 at 4% or $105,193 at 6%.
201019$918,922$832,472$92,497iApproximate average salary by contribution assumption: employee only about $2,312,422 at 4% or $1,541,615 at 6%; with 50% employer match about $1,541,615 at 4% or $1,027,743 at 6%; with 100% employer match about $1,156,211 at 4% or $770,807 at 6%.
Rocky Mountain Advisory Retirement Plan-9$918,922$832,472$92,497iApproximate average salary by contribution assumption: employee only about $2,312,422 at 4% or $1,541,615 at 6%; with 50% employer match about $1,541,615 at 4% or $1,027,743 at 6%; with 100% employer match about $1,156,211 at 4% or $770,807 at 6%.