Rick Tonkinson & Associates Corp.
Plan context: Rick Tonkinson & Associates 401(K) Plan
EIN 32-0138238 • Miami, FL • 38 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$5,360,622
2024 Contributions
$251,648
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 7 | $5,360,622 | $251,648 | $35,950iApproximate average salary by contribution assumption: employee only about $898,743 at 4% or $599,162 at 6%; with 50% employer match about $599,162 at 4% or $399,441 at 6%; with 100% employer match about $449,371 at 4% or $299,581 at 6%. |
| Rick Tonkinson & Associates 401(K) Plan | - | 7 | $5,360,622 | $251,648 | $35,950iApproximate average salary by contribution assumption: employee only about $898,743 at 4% or $599,162 at 6%; with 50% employer match about $599,162 at 4% or $399,441 at 6%; with 100% employer match about $449,371 at 4% or $299,581 at 6%. |
| 2023 | 1 | 7 | $7,378,260 | $241,747 | $34,535iApproximate average salary by contribution assumption: employee only about $863,382 at 4% or $575,588 at 6%; with 50% employer match about $575,588 at 4% or $383,725 at 6%; with 100% employer match about $431,691 at 4% or $287,794 at 6%. |
| Rick Tonkinson & Associates 401(K) Plan | - | 7 | $7,378,260 | $241,747 | $34,535iApproximate average salary by contribution assumption: employee only about $863,382 at 4% or $575,588 at 6%; with 50% employer match about $575,588 at 4% or $383,725 at 6%; with 100% employer match about $431,691 at 4% or $287,794 at 6%. |
| 2022 | 2 | 9 | $5,778,490 | $922,603 | $102,511iApproximate average salary by contribution assumption: employee only about $2,562,786 at 4% or $1,708,524 at 6%; with 50% employer match about $1,708,524 at 4% or $1,139,016 at 6%; with 100% employer match about $1,281,393 at 4% or $854,262 at 6%. |
| Rick Tonkinson & Associates 401(K) Plan | - | 9 | $5,778,490 | $222,603 | $24,734iApproximate average salary by contribution assumption: employee only about $618,342 at 4% or $412,228 at 6%; with 50% employer match about $412,228 at 4% or $274,819 at 6%; with 100% employer match about $309,171 at 4% or $206,114 at 6%. |
| Rick Tonkinson & Associates Pension Plan | - | 0 | - | $700,000 | - |
| 2021 | 2 | 8 | $10,083,947 | $3,327,552 | $415,944iApproximate average salary by contribution assumption: employee only about $10,398,600 at 4% or $6,932,400 at 6%; with 50% employer match about $6,932,400 at 4% or $4,621,600 at 6%; with 100% employer match about $5,199,300 at 4% or $3,466,200 at 6%. |
| Rick Tonkinson & Associates 401(K) Plan | - | 8 | $7,763,763 | $2,727,552 | $340,944iApproximate average salary by contribution assumption: employee only about $8,523,600 at 4% or $5,682,400 at 6%; with 50% employer match about $5,682,400 at 4% or $3,788,267 at 6%; with 100% employer match about $4,261,800 at 4% or $2,841,200 at 6%. |
| Rick Tonkinson & Associates Pension Plan | - | 5 | $2,320,184 | $600,000 | $120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%. |
| 2020 | 2 | 9 | $8,394,037 | $630,348 | $70,039iApproximate average salary by contribution assumption: employee only about $1,750,967 at 4% or $1,167,311 at 6%; with 50% employer match about $1,167,311 at 4% or $778,207 at 6%; with 100% employer match about $875,483 at 4% or $583,656 at 6%. |
| Rick Tonkinson & Associates 401(K) Plan | - | 9 | $4,212,615 | $230,348 | $25,594iApproximate average salary by contribution assumption: employee only about $639,856 at 4% or $426,570 at 6%; with 50% employer match about $426,570 at 4% or $284,380 at 6%; with 100% employer match about $319,928 at 4% or $213,285 at 6%. |
| Rick Tonkinson & Associates Pension Plan | - | 6 | $4,181,422 | $400,000 | $66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%. |
| 2019 | 2 | 8 | $6,882,736 | $597,220 | $74,653iApproximate average salary by contribution assumption: employee only about $1,866,313 at 4% or $1,244,208 at 6%; with 50% employer match about $1,244,208 at 4% or $829,472 at 6%; with 100% employer match about $933,156 at 4% or $622,104 at 6%. |
| Rick Tonkinson & Associates Pension Plan | - | 6 | $3,712,518 | $400,000 | $66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%. |
| Rick Tonkinson & Associates 401(K) Plan | - | 8 | $3,170,218 | $197,220 | $24,653iApproximate average salary by contribution assumption: employee only about $616,313 at 4% or $410,875 at 6%; with 50% employer match about $410,875 at 4% or $273,917 at 6%; with 100% employer match about $308,156 at 4% or $205,438 at 6%. |
| 2018 | 2 | 7 | $5,388,465 | $615,835 | $87,976iApproximate average salary by contribution assumption: employee only about $2,199,411 at 4% or $1,466,274 at 6%; with 50% employer match about $1,466,274 at 4% or $977,516 at 6%; with 100% employer match about $1,099,705 at 4% or $733,137 at 6%. |
| Rick Tonkinson & Associates Pension Plan | - | 6 | $2,967,610 | $400,000 | $66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%. |
| Rick Tonkinson & Associates 401(K) Plan | - | 7 | $2,420,855 | $215,835 | $30,834iApproximate average salary by contribution assumption: employee only about $770,839 at 4% or $513,893 at 6%; with 50% employer match about $513,893 at 4% or $342,595 at 6%; with 100% employer match about $385,420 at 4% or $256,946 at 6%. |
| 2017 | 2 | 7 | $5,051,820 | $603,817 | $86,260iApproximate average salary by contribution assumption: employee only about $2,156,489 at 4% or $1,437,660 at 6%; with 50% employer match about $1,437,660 at 4% or $958,440 at 6%; with 100% employer match about $1,078,245 at 4% or $718,830 at 6%. |
| Rick Tonkinson & Associates Pension Plan | - | 5 | $2,706,001 | $395,000 | $79,000iApproximate average salary by contribution assumption: employee only about $1,975,000 at 4% or $1,316,667 at 6%; with 50% employer match about $1,316,667 at 4% or $877,778 at 6%; with 100% employer match about $987,500 at 4% or $658,333 at 6%. |
| Rick Tonkinson & Associates 401(K) Plan | - | 7 | $2,345,819 | $208,817 | $29,831iApproximate average salary by contribution assumption: employee only about $745,775 at 4% or $497,183 at 6%; with 50% employer match about $497,183 at 4% or $331,456 at 6%; with 100% employer match about $372,888 at 4% or $248,592 at 6%. |
| 2016 | 2 | 7 | $3,986,594 | $528,616 | $75,517iApproximate average salary by contribution assumption: employee only about $1,887,914 at 4% or $1,258,610 at 6%; with 50% employer match about $1,258,610 at 4% or $839,073 at 6%; with 100% employer match about $943,957 at 4% or $629,305 at 6%. |
| Rick Tonkinson & Associates Pension Plan | - | 6 | $2,125,259 | $325,000 | $54,167iApproximate average salary by contribution assumption: employee only about $1,354,167 at 4% or $902,778 at 6%; with 50% employer match about $902,778 at 4% or $601,852 at 6%; with 100% employer match about $677,083 at 4% or $451,389 at 6%. |
| Rick Tonkinson & Associates 401(K) Plan | - | 7 | $1,861,335 | $203,616 | $29,088iApproximate average salary by contribution assumption: employee only about $727,200 at 4% or $484,800 at 6%; with 50% employer match about $484,800 at 4% or $323,200 at 6%; with 100% employer match about $363,600 at 4% or $242,400 at 6%. |
| 2015 | 2 | 8 | $5,588,208 | $494,227 | $61,778iApproximate average salary by contribution assumption: employee only about $1,544,459 at 4% or $1,029,640 at 6%; with 50% employer match about $1,029,640 at 4% or $686,426 at 6%; with 100% employer match about $772,230 at 4% or $514,820 at 6%. |
| Rick Tonkinson & Associates Pension Plan | - | 7 | $4,029,287 | $315,000 | $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%. |
| Rick Tonkinson & Associates 401(K) Plan | - | 8 | $1,558,921 | $179,227 | $22,403iApproximate average salary by contribution assumption: employee only about $560,084 at 4% or $373,390 at 6%; with 50% employer match about $373,390 at 4% or $248,926 at 6%; with 100% employer match about $280,042 at 4% or $186,695 at 6%. |
| 2014 | 2 | 7 | $5,192,945 | $530,243 | $75,749iApproximate average salary by contribution assumption: employee only about $1,893,725 at 4% or $1,262,483 at 6%; with 50% employer match about $1,262,483 at 4% or $841,656 at 6%; with 100% employer match about $946,863 at 4% or $631,242 at 6%. |
| Rick Tonkinson & Associates Pension Plan | - | 7 | $3,804,076 | $356,000 | $50,857iApproximate average salary by contribution assumption: employee only about $1,271,429 at 4% or $847,619 at 6%; with 50% employer match about $847,619 at 4% or $565,079 at 6%; with 100% employer match about $635,714 at 4% or $423,810 at 6%. |
| Rick Tonkinson & Associates 401(K) Plan | - | 7 | $1,388,869 | $174,243 | $24,892iApproximate average salary by contribution assumption: employee only about $622,296 at 4% or $414,864 at 6%; with 50% employer match about $414,864 at 4% or $276,576 at 6%; with 100% employer match about $311,148 at 4% or $207,432 at 6%. |
| 2013 | 2 | 7 | $4,413,297 | $505,756 | $72,251iApproximate average salary by contribution assumption: employee only about $1,806,271 at 4% or $1,204,181 at 6%; with 50% employer match about $1,204,181 at 4% or $802,787 at 6%; with 100% employer match about $903,136 at 4% or $602,090 at 6%. |
| Rick Tonkinson & Associates Pension Plan | - | 7 | $3,274,618 | $343,650 | $49,093iApproximate average salary by contribution assumption: employee only about $1,227,321 at 4% or $818,214 at 6%; with 50% employer match about $818,214 at 4% or $545,476 at 6%; with 100% employer match about $613,661 at 4% or $409,107 at 6%. |
| Rick Tonkinson & Associates 401(K) Plan | - | 7 | $1,138,679 | $162,106 | $23,158iApproximate average salary by contribution assumption: employee only about $578,950 at 4% or $385,967 at 6%; with 50% employer match about $385,967 at 4% or $257,311 at 6%; with 100% employer match about $289,475 at 4% or $192,983 at 6%. |
| 2012 | 2 | 7 | $3,510,444 | $488,957 | $69,851iApproximate average salary by contribution assumption: employee only about $1,746,275 at 4% or $1,164,183 at 6%; with 50% employer match about $1,164,183 at 4% or $776,122 at 6%; with 100% employer match about $873,138 at 4% or $582,092 at 6%. |
| Rick Tonkinson & Associates Pension Plan | - | 6 | $2,626,787 | $335,000 | $55,833iApproximate average salary by contribution assumption: employee only about $1,395,833 at 4% or $930,556 at 6%; with 50% employer match about $930,556 at 4% or $620,370 at 6%; with 100% employer match about $697,917 at 4% or $465,278 at 6%. |
| Rick Tonkinson & Associates 401(K) Plan | - | 7 | $883,657 | $153,957 | $21,994iApproximate average salary by contribution assumption: employee only about $549,846 at 4% or $366,564 at 6%; with 50% employer match about $366,564 at 4% or $244,376 at 6%; with 100% employer match about $274,923 at 4% or $183,282 at 6%. |
| 2011 | 2 | 4 | $2,701,364 | $333,114 | $83,279iApproximate average salary by contribution assumption: employee only about $2,081,963 at 4% or $1,387,975 at 6%; with 50% employer match about $1,387,975 at 4% or $925,317 at 6%; with 100% employer match about $1,040,981 at 4% or $693,988 at 6%. |
| Rick Tonkinson & Associates Pension Plan | - | 4 | $2,048,541 | $248,675 | $62,169iApproximate average salary by contribution assumption: employee only about $1,554,219 at 4% or $1,036,146 at 6%; with 50% employer match about $1,036,146 at 4% or $690,764 at 6%; with 100% employer match about $777,109 at 4% or $518,073 at 6%. |
| Rick Tonkinson & Associates 401(K) Plan | - | 4 | $652,823 | $84,439 | $21,110iApproximate average salary by contribution assumption: employee only about $527,744 at 4% or $351,829 at 6%; with 50% employer match about $351,829 at 4% or $234,553 at 6%; with 100% employer match about $263,872 at 4% or $175,915 at 6%. |
| 2010 | 2 | 5 | $2,449,461 | $404,616 | $80,923iApproximate average salary by contribution assumption: employee only about $2,023,080 at 4% or $1,348,720 at 6%; with 50% employer match about $1,348,720 at 4% or $899,147 at 6%; with 100% employer match about $1,011,540 at 4% or $674,360 at 6%. |
| Rick Tonkinson & Associates Pension Plan | - | 5 | $1,851,612 | $300,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| Rick Tonkinson & Associates 401(K) Plan | - | 4 | $597,849 | $104,616 | $26,154iApproximate average salary by contribution assumption: employee only about $653,850 at 4% or $435,900 at 6%; with 50% employer match about $435,900 at 4% or $290,600 at 6%; with 100% employer match about $326,925 at 4% or $217,950 at 6%. |
| 2009 | 2 | 4 | $1,795,440 | $405,766 | $101,442iApproximate average salary by contribution assumption: employee only about $2,536,038 at 4% or $1,690,692 at 6%; with 50% employer match about $1,690,692 at 4% or $1,127,128 at 6%; with 100% employer match about $1,268,019 at 4% or $845,346 at 6%. |
| Rick Tonkinson & Associates Pension Plan | - | 4 | $1,369,610 | $312,000 | $78,000iApproximate average salary by contribution assumption: employee only about $1,950,000 at 4% or $1,300,000 at 6%; with 50% employer match about $1,300,000 at 4% or $866,667 at 6%; with 100% employer match about $975,000 at 4% or $650,000 at 6%. |
| Rick Tonkinson & Associates 401(K) Plan | - | 4 | $425,830 | $93,766 | $23,442iApproximate average salary by contribution assumption: employee only about $586,038 at 4% or $390,692 at 6%; with 50% employer match about $390,692 at 4% or $260,461 at 6%; with 100% employer match about $293,019 at 4% or $195,346 at 6%. |
| 2008 | 2 | 4 | $858,514 | $319,064 | $79,766iApproximate average salary by contribution assumption: employee only about $1,994,150 at 4% or $1,329,433 at 6%; with 50% employer match about $1,329,433 at 4% or $886,289 at 6%; with 100% employer match about $997,075 at 4% or $664,717 at 6%. |
| Rick Tonkinson & Associates Pension Plan | - | 4 | $858,514 | $319,064 | $79,766iApproximate average salary by contribution assumption: employee only about $1,994,150 at 4% or $1,329,433 at 6%; with 50% employer match about $1,329,433 at 4% or $886,289 at 6%; with 100% employer match about $997,075 at 4% or $664,717 at 6%. |
| Rick Tonkinson & Associates 401(K) Plan | - | 4 | - | - | - |
| 2007 | 2 | 3 | $794,401 | $275,000 | $91,667iApproximate average salary by contribution assumption: employee only about $2,291,667 at 4% or $1,527,778 at 6%; with 50% employer match about $1,527,778 at 4% or $1,018,519 at 6%; with 100% employer match about $1,145,833 at 4% or $763,889 at 6%. |
| Rick Tonkinson & Associates Pension Plan | - | 3 | $794,401 | $275,000 | $91,667iApproximate average salary by contribution assumption: employee only about $2,291,667 at 4% or $1,527,778 at 6%; with 50% employer match about $1,527,778 at 4% or $1,018,519 at 6%; with 100% employer match about $1,145,833 at 4% or $763,889 at 6%. |
| Rick Tonkinson & Associates 401(K) Plan | - | 3 | - | - | - |
| 2006 | 2 | 3 | $633,357 | $322,074 | $107,358iApproximate average salary by contribution assumption: employee only about $2,683,950 at 4% or $1,789,300 at 6%; with 50% employer match about $1,789,300 at 4% or $1,192,867 at 6%; with 100% employer match about $1,341,975 at 4% or $894,650 at 6%. |
| Rick Tonkinson & Associates Pension Plan | - | 3 | $481,453 | $237,854 | $79,285iApproximate average salary by contribution assumption: employee only about $1,982,117 at 4% or $1,321,411 at 6%; with 50% employer match about $1,321,411 at 4% or $880,941 at 6%; with 100% employer match about $991,058 at 4% or $660,706 at 6%. |
| Rick Tonkinson & Associates 401(K) Plan | - | 3 | $151,904 | $84,220 | $28,073iApproximate average salary by contribution assumption: employee only about $701,833 at 4% or $467,889 at 6%; with 50% employer match about $467,889 at 4% or $311,926 at 6%; with 100% employer match about $350,917 at 4% or $233,944 at 6%. |
| 2005 | 2 | 3 | $260,762 | $260,762 | $86,921iApproximate average salary by contribution assumption: employee only about $2,173,017 at 4% or $1,448,678 at 6%; with 50% employer match about $1,448,678 at 4% or $965,785 at 6%; with 100% employer match about $1,086,508 at 4% or $724,339 at 6%. |
| Rick Tonkinson & Associates Pension Plan | - | 3 | $210,762 | $210,762 | $70,254iApproximate average salary by contribution assumption: employee only about $1,756,350 at 4% or $1,170,900 at 6%; with 50% employer match about $1,170,900 at 4% or $780,600 at 6%; with 100% employer match about $878,175 at 4% or $585,450 at 6%. |
| Rick Tonkinson & Associates 401(K) Plan | - | 3 | $50,000 | $50,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |