Civic Intelligence

R.M. White & Associates

Plan context: R.M. White & Associates 401(K) P/S Plan

EIN 33-0212086 • Newport Beach, CA • 26 filings • 7 plans

23 Corporate Plaza Drive Suite 150Newport Beach, CA 92660
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,781,347

2024 Contributions

$150,250

Historical Graphs

Total Assets Over Time

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

$3,726,756$1,863,378$0200720162024YearValue
$2,781,347Latest year 2024

Participants Over Time

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

840200720162024YearValue
5Latest 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
202415$2,781,347$150,250$30,050iApproximate average salary by contribution assumption: employee only about $751,250 at 4% or $500,833 at 6%; with 50% employer match about $500,833 at 4% or $333,889 at 6%; with 100% employer match about $375,625 at 4% or $250,417 at 6%.
R.M. White & Associates 401(K) P/S Plan-5$2,781,347$150,250$30,050iApproximate average salary by contribution assumption: employee only about $751,250 at 4% or $500,833 at 6%; with 50% employer match about $500,833 at 4% or $333,889 at 6%; with 100% employer match about $375,625 at 4% or $250,417 at 6%.
202315$2,150,532$50,500$10,100iApproximate average salary by contribution assumption: employee only about $252,500 at 4% or $168,333 at 6%; with 50% employer match about $168,333 at 4% or $112,222 at 6%; with 100% employer match about $126,250 at 4% or $84,167 at 6%.
R.M. White & Associates 401(K) P/S Plan-5$2,150,532$50,500$10,100iApproximate average salary by contribution assumption: employee only about $252,500 at 4% or $168,333 at 6%; with 50% employer match about $168,333 at 4% or $112,222 at 6%; with 100% employer match about $126,250 at 4% or $84,167 at 6%.
202215$1,787,088$42,000$8,400iApproximate average salary by contribution assumption: employee only about $210,000 at 4% or $140,000 at 6%; with 50% employer match about $140,000 at 4% or $93,333 at 6%; with 100% employer match about $105,000 at 4% or $70,000 at 6%.
R.M. White & Associates 401(K) P/S Plan-5$1,787,088$42,000$8,400iApproximate average salary by contribution assumption: employee only about $210,000 at 4% or $140,000 at 6%; with 50% employer match about $140,000 at 4% or $93,333 at 6%; with 100% employer match about $105,000 at 4% or $70,000 at 6%.
202115$2,190,477$42,000$8,400iApproximate average salary by contribution assumption: employee only about $210,000 at 4% or $140,000 at 6%; with 50% employer match about $140,000 at 4% or $93,333 at 6%; with 100% employer match about $105,000 at 4% or $70,000 at 6%.
R.M. White & Associates 401(K) P/S Plan-5$2,190,477$42,000$8,400iApproximate average salary by contribution assumption: employee only about $210,000 at 4% or $140,000 at 6%; with 50% employer match about $140,000 at 4% or $93,333 at 6%; with 100% employer match about $105,000 at 4% or $70,000 at 6%.
202015$1,941,538$42,000$8,400iApproximate average salary by contribution assumption: employee only about $210,000 at 4% or $140,000 at 6%; with 50% employer match about $140,000 at 4% or $93,333 at 6%; with 100% employer match about $105,000 at 4% or $70,000 at 6%.
R.M. White & Associates 401(K) P/S Plan-5$1,941,538$42,000$8,400iApproximate average salary by contribution assumption: employee only about $210,000 at 4% or $140,000 at 6%; with 50% employer match about $140,000 at 4% or $93,333 at 6%; with 100% employer match about $105,000 at 4% or $70,000 at 6%.
201925$3,726,756$156,000$31,200iApproximate average salary by contribution assumption: employee only about $780,000 at 4% or $520,000 at 6%; with 50% employer match about $520,000 at 4% or $346,667 at 6%; with 100% employer match about $390,000 at 4% or $260,000 at 6%.
RM WHITE & ASSOCIATES DEFINED BENEFIT PLAN-2$2,040,256$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%.
R.M. White & Associates 401(K) P/S Plan-5$1,686,500$56,000$11,200iApproximate average salary by contribution assumption: employee only about $280,000 at 4% or $186,667 at 6%; with 50% employer match about $186,667 at 4% or $124,444 at 6%; with 100% employer match about $140,000 at 4% or $93,333 at 6%.
201828$3,137,418$166,000$20,750iApproximate average salary by contribution assumption: employee only about $518,750 at 4% or $345,833 at 6%; with 50% employer match about $345,833 at 4% or $230,556 at 6%; with 100% employer match about $259,375 at 4% or $172,917 at 6%.
RM WHITE & ASSOCIATES DEFINED BENEFIT PLAN-2$1,670,629$75,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
R.M. White & Associates 401(K) P/S Plan-8$1,466,789$91,000$11,375iApproximate average salary by contribution assumption: employee only about $284,375 at 4% or $189,583 at 6%; with 50% employer match about $189,583 at 4% or $126,389 at 6%; with 100% employer match about $142,188 at 4% or $94,792 at 6%.
201726$2,656,238$289,927$48,321iApproximate average salary by contribution assumption: employee only about $1,208,029 at 4% or $805,353 at 6%; with 50% employer match about $805,353 at 4% or $536,902 at 6%; with 100% employer match about $604,015 at 4% or $402,676 at 6%.
RM WHITE & ASSOCIATES DEFINED BENEFIT PLAN-2$1,530,574$194,781$97,391iApproximate average salary by contribution assumption: employee only about $2,434,763 at 4% or $1,623,175 at 6%; with 50% employer match about $1,623,175 at 4% or $1,082,117 at 6%; with 100% employer match about $1,217,381 at 4% or $811,588 at 6%.
R.M. White & Associates 401(K) P/S Plan-6$1,125,664$95,146$15,858iApproximate average salary by contribution assumption: employee only about $396,442 at 4% or $264,294 at 6%; with 50% employer match about $264,294 at 4% or $176,196 at 6%; with 100% employer match about $198,221 at 4% or $132,147 at 6%.
201615$980,964$93,447$18,689iApproximate average salary by contribution assumption: employee only about $467,235 at 4% or $311,490 at 6%; with 50% employer match about $311,490 at 4% or $207,660 at 6%; with 100% employer match about $233,618 at 4% or $155,745 at 6%.
R.M. White & Associates 401(K) P/S Plan-5$980,964$93,447$18,689iApproximate average salary by contribution assumption: employee only about $467,235 at 4% or $311,490 at 6%; with 50% employer match about $311,490 at 4% or $207,660 at 6%; with 100% employer match about $233,618 at 4% or $155,745 at 6%.
201528$1,807,389$241,642$30,205iApproximate average salary by contribution assumption: employee only about $755,131 at 4% or $503,421 at 6%; with 50% employer match about $503,421 at 4% or $335,614 at 6%; with 100% employer match about $377,566 at 4% or $251,710 at 6%.
R.M. White & Associates 401(K) P/S Plan-8$907,530$81,642$10,205iApproximate average salary by contribution assumption: employee only about $255,131 at 4% or $170,088 at 6%; with 50% employer match about $170,088 at 4% or $113,392 at 6%; with 100% employer match about $127,566 at 4% or $85,044 at 6%.
RM WHITE & ASSOCIATES DEFINED BENEFIT PENSION PLAN-2$899,859$160,000$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%.
201428$760,984$267,456$33,432iApproximate average salary by contribution assumption: employee only about $835,800 at 4% or $557,200 at 6%; with 50% employer match about $557,200 at 4% or $371,467 at 6%; with 100% employer match about $417,900 at 4% or $278,600 at 6%.
RM WHITE & ASSOCIATES DEFINED BENEFIT PENSION PLAN-2$760,984$196,629$98,315iApproximate average salary by contribution assumption: employee only about $2,457,863 at 4% or $1,638,575 at 6%; with 50% employer match about $1,638,575 at 4% or $1,092,383 at 6%; with 100% employer match about $1,228,931 at 4% or $819,288 at 6%.
R.M. White & Associates 401(K) P/S Plan-8$0$70,827$8,853iApproximate average salary by contribution assumption: employee only about $221,334 at 4% or $147,556 at 6%; with 50% employer match about $147,556 at 4% or $98,371 at 6%; with 100% employer match about $110,667 at 4% or $73,778 at 6%.
201326$1,118,323$251,284$41,881iApproximate average salary by contribution assumption: employee only about $1,047,017 at 4% or $698,011 at 6%; with 50% employer match about $698,011 at 4% or $465,341 at 6%; with 100% employer match about $523,508 at 4% or $349,006 at 6%.
RM WHITE & ASSOCIATES DEFINED BENEFIT PENSION PLAN-2$564,355$184,147$92,074iApproximate average salary by contribution assumption: employee only about $2,301,838 at 4% or $1,534,558 at 6%; with 50% employer match about $1,534,558 at 4% or $1,023,039 at 6%; with 100% employer match about $1,150,919 at 4% or $767,279 at 6%.
R.M. White & Associates 401(K) P/S Plan-6$553,968$67,137$11,190iApproximate average salary by contribution assumption: employee only about $279,738 at 4% or $186,492 at 6%; with 50% employer match about $186,492 at 4% or $124,328 at 6%; with 100% employer match about $139,869 at 4% or $93,246 at 6%.
201226$754,147$232,500$38,750iApproximate average salary by contribution assumption: employee only about $968,750 at 4% or $645,833 at 6%; with 50% employer match about $645,833 at 4% or $430,556 at 6%; with 100% employer match about $484,375 at 4% or $322,917 at 6%.
R.M. White & Associates 401(K) P/S Plan-6$430,870$75,631$12,605iApproximate average salary by contribution assumption: employee only about $315,129 at 4% or $210,086 at 6%; with 50% employer match about $210,086 at 4% or $140,057 at 6%; with 100% employer match about $157,565 at 4% or $105,043 at 6%.
RM WHITE & ASSOCIATES DEFINED BENEFIT PENSION PLAN-2$323,277$156,869$78,435iApproximate average salary by contribution assumption: employee only about $1,960,863 at 4% or $1,307,242 at 6%; with 50% employer match about $1,307,242 at 4% or $871,494 at 6%; with 100% employer match about $980,431 at 4% or $653,621 at 6%.
201126$500,669$215,693$35,949iApproximate average salary by contribution assumption: employee only about $898,721 at 4% or $599,147 at 6%; with 50% employer match about $599,147 at 4% or $399,431 at 6%; with 100% employer match about $449,360 at 4% or $299,574 at 6%.
R.M. White & Associates 401(K) P/S Plan-6$344,894$59,918$9,986iApproximate average salary by contribution assumption: employee only about $249,658 at 4% or $166,439 at 6%; with 50% employer match about $166,439 at 4% or $110,959 at 6%; with 100% employer match about $124,829 at 4% or $83,219 at 6%.
RM WHITE & ASSOCIATES DEFINED BENEFIT PENSION PLAN-2$155,775$155,775$77,888iApproximate average salary by contribution assumption: employee only about $1,947,188 at 4% or $1,298,125 at 6%; with 50% employer match about $1,298,125 at 4% or $865,417 at 6%; with 100% employer match about $973,594 at 4% or $649,063 at 6%.
201016$307,159$60,611$10,102iApproximate average salary by contribution assumption: employee only about $252,546 at 4% or $168,364 at 6%; with 50% employer match about $168,364 at 4% or $112,243 at 6%; with 100% employer match about $126,273 at 4% or $84,182 at 6%.
R.M. White & Associates 401(K) P/S Plan-6$307,159$60,611$10,102iApproximate average salary by contribution assumption: employee only about $252,546 at 4% or $168,364 at 6%; with 50% employer match about $168,364 at 4% or $112,243 at 6%; with 100% employer match about $126,273 at 4% or $84,182 at 6%.
200916$206,990$70,821$11,804iApproximate average salary by contribution assumption: employee only about $295,088 at 4% or $196,725 at 6%; with 50% employer match about $196,725 at 4% or $131,150 at 6%; with 100% employer match about $147,544 at 4% or $98,363 at 6%.
R.M. White & Associates 401(K) P/S Plan-6$206,990$70,821$11,804iApproximate average salary by contribution assumption: employee only about $295,088 at 4% or $196,725 at 6%; with 50% employer match about $196,725 at 4% or $131,150 at 6%; with 100% employer match about $147,544 at 4% or $98,363 at 6%.
200817$117,691$76,042$10,863iApproximate average salary by contribution assumption: employee only about $271,579 at 4% or $181,052 at 6%; with 50% employer match about $181,052 at 4% or $120,702 at 6%; with 100% employer match about $135,789 at 4% or $90,526 at 6%.
R.M. White & Associates 401(K) P/S Plan-7$117,691$76,042$10,863iApproximate average salary by contribution assumption: employee only about $271,579 at 4% or $181,052 at 6%; with 50% employer match about $181,052 at 4% or $120,702 at 6%; with 100% employer match about $135,789 at 4% or $90,526 at 6%.
200718$107,319$106,607$13,326iApproximate average salary by contribution assumption: employee only about $333,147 at 4% or $222,098 at 6%; with 50% employer match about $222,098 at 4% or $148,065 at 6%; with 100% employer match about $166,573 at 4% or $111,049 at 6%.
R.M. White & Associates 401(K) P/S Plan-8$107,319$106,607$13,326iApproximate average salary by contribution assumption: employee only about $333,147 at 4% or $222,098 at 6%; with 50% employer match about $222,098 at 4% or $148,065 at 6%; with 100% employer match about $166,573 at 4% or $111,049 at 6%.