Civic Intelligence

David Riley & Associates Inc.

Plan context: David Riley & Associates Inc. Profit Sharing Plan

EIN 33-0373016 • Corona Del Mar, CA • 16 filings • 4 plans

2720 East Coast HwyCorona Del Mar, CA 92625
Current Snapshot

Latest Year

2022

2022 Participants

1

2022 Assets

$450,000

2022 Contributions

$450,000

Historical Graphs

Total Assets Over Time

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

$927,264$463,632$0199920052022YearValue
$450,000Latest year 2022

Participants Over Time

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

1680199920052022YearValue
1Latest 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
202211$450,000$450,000$450,000iApproximate average salary by contribution assumption: employee only about $11,250,000 at 4% or $7,500,000 at 6%; with 50% employer match about $7,500,000 at 4% or $5,000,000 at 6%; with 100% employer match about $5,625,000 at 4% or $3,750,000 at 6%.
David Riley & Associates Inc. Profit Sharing Plan-1$450,000$450,000$450,000iApproximate average salary by contribution assumption: employee only about $11,250,000 at 4% or $7,500,000 at 6%; with 50% employer match about $7,500,000 at 4% or $5,000,000 at 6%; with 100% employer match about $5,625,000 at 4% or $3,750,000 at 6%.
201110$0$2,640-
DAVID RILEY & ASSOCIATES INC 401K PROFIT SHARING PLAN & TRUST-0$0$2,640-
201013$927,264$5,265$1,755iApproximate average salary by contribution assumption: employee only about $43,875 at 4% or $29,250 at 6%; with 50% employer match about $29,250 at 4% or $19,500 at 6%; with 100% employer match about $21,938 at 4% or $14,625 at 6%.
DAVID RILEY & ASSOCIATES INC 401K PROFIT SHARING PLAN & TRUST-3$927,264$5,265$1,755iApproximate average salary by contribution assumption: employee only about $43,875 at 4% or $29,250 at 6%; with 50% employer match about $29,250 at 4% or $19,500 at 6%; with 100% employer match about $21,938 at 4% or $14,625 at 6%.
200918$855,596$37,982$4,748iApproximate average salary by contribution assumption: employee only about $118,694 at 4% or $79,129 at 6%; with 50% employer match about $79,129 at 4% or $52,753 at 6%; with 100% employer match about $59,347 at 4% or $39,565 at 6%.
David Riley & Associates Inc. Profit Sharing Plan-8$855,596$37,982$4,748iApproximate average salary by contribution assumption: employee only about $118,694 at 4% or $79,129 at 6%; with 50% employer match about $79,129 at 4% or $52,753 at 6%; with 100% employer match about $59,347 at 4% or $39,565 at 6%.
2008211$856,573$170,927$15,539iApproximate average salary by contribution assumption: employee only about $388,470 at 4% or $258,980 at 6%; with 50% employer match about $258,980 at 4% or $172,654 at 6%; with 100% employer match about $194,235 at 4% or $129,490 at 6%.
David Riley & Associates Inc. Profit Sharing Plan-11$790,593$109,299$9,936iApproximate average salary by contribution assumption: employee only about $248,407 at 4% or $165,605 at 6%; with 50% employer match about $165,605 at 4% or $110,403 at 6%; with 100% employer match about $124,203 at 4% or $82,802 at 6%.
DAVID RILEY & ASSOCIATES INC 401K PROFIT SHARING PLAN & TRUST-11$65,980$61,628$5,603iApproximate average salary by contribution assumption: employee only about $140,064 at 4% or $93,376 at 6%; with 50% employer match about $93,376 at 4% or $62,251 at 6%; with 100% employer match about $70,032 at 4% or $46,688 at 6%.
2007212$0$0-
David Riley & Associates Inc. Profit Sharing Plan-7---
DAVID RILEY & ASSOCIATES INC 401K PROFIT SHARING PLAN & TRUST-12---
200617$857,391$95,886$13,698iApproximate average salary by contribution assumption: employee only about $342,450 at 4% or $228,300 at 6%; with 50% employer match about $228,300 at 4% or $152,200 at 6%; with 100% employer match about $171,225 at 4% or $114,150 at 6%.
David Riley & Associates Inc. Profit Sharing Plan-7$857,391$95,886$13,698iApproximate average salary by contribution assumption: employee only about $342,450 at 4% or $228,300 at 6%; with 50% employer match about $228,300 at 4% or $152,200 at 6%; with 100% employer match about $171,225 at 4% or $114,150 at 6%.
200519$678,588$0-
David Riley & Associates Inc. Profit Sharing Plan-9$678,588--
2004111$675,173$0-
David Riley & Associates Inc. Profit Sharing Plan-11$675,173--
2003113$619,759$111,010$8,539iApproximate average salary by contribution assumption: employee only about $213,481 at 4% or $142,321 at 6%; with 50% employer match about $142,321 at 4% or $94,880 at 6%; with 100% employer match about $106,740 at 4% or $71,160 at 6%.
David Riley & Associates Inc. Profit Sharing Plan-13$619,759$111,010$8,539iApproximate average salary by contribution assumption: employee only about $213,481 at 4% or $142,321 at 6%; with 50% employer match about $142,321 at 4% or $94,880 at 6%; with 100% employer match about $106,740 at 4% or $71,160 at 6%.
2002111$459,990$104,289$9,481iApproximate average salary by contribution assumption: employee only about $237,020 at 4% or $158,014 at 6%; with 50% employer match about $158,014 at 4% or $105,342 at 6%; with 100% employer match about $118,510 at 4% or $79,007 at 6%.
David Riley & Associates Inc. Profit Sharing Plan-11$459,990$104,289$9,481iApproximate average salary by contribution assumption: employee only about $237,020 at 4% or $158,014 at 6%; with 50% employer match about $158,014 at 4% or $105,342 at 6%; with 100% employer match about $118,510 at 4% or $79,007 at 6%.
2001114$0$0-
David Riley & Associates Inc. Profit Sharing Plan-14---
2000116$392,904$64,378$4,024iApproximate average salary by contribution assumption: employee only about $100,591 at 4% or $67,060 at 6%; with 50% employer match about $67,060 at 4% or $44,707 at 6%; with 100% employer match about $50,295 at 4% or $33,530 at 6%.
David Riley & Associates Inc. Profit Sharing Plan-16$392,904$64,378$4,024iApproximate average salary by contribution assumption: employee only about $100,591 at 4% or $67,060 at 6%; with 50% employer match about $67,060 at 4% or $44,707 at 6%; with 100% employer match about $50,295 at 4% or $33,530 at 6%.
199918$393,282$45,297$5,662iApproximate average salary by contribution assumption: employee only about $141,553 at 4% or $94,369 at 6%; with 50% employer match about $94,369 at 4% or $62,913 at 6%; with 100% employer match about $70,777 at 4% or $47,184 at 6%.
David Riley & Associates Inc. Profit Sharing Plan-8$393,282$45,297$5,662iApproximate average salary by contribution assumption: employee only about $141,553 at 4% or $94,369 at 6%; with 50% employer match about $94,369 at 4% or $62,913 at 6%; with 100% employer match about $70,777 at 4% or $47,184 at 6%.