R.M. Byrd and Associates Inc.
Plan context: R.M. Byrd and Associates Inc. 401(K) Psp & Trust
EIN 33-0785217 • Ontario, CA • 25 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$3,073,023
2024 Contributions
$31,312
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 | 8 | $3,073,023 | $31,312 | $3,914iApproximate average salary by contribution assumption: employee only about $97,850 at 4% or $65,233 at 6%; with 50% employer match about $65,233 at 4% or $43,489 at 6%; with 100% employer match about $48,925 at 4% or $32,617 at 6%. |
| R.M. Byrd and Associates Inc. 401(K) Psp & Trust | - | 8 | $3,073,023 | $31,312 | $3,914iApproximate average salary by contribution assumption: employee only about $97,850 at 4% or $65,233 at 6%; with 50% employer match about $65,233 at 4% or $43,489 at 6%; with 100% employer match about $48,925 at 4% or $32,617 at 6%. |
| 2023 | 1 | 8 | $2,803,005 | $331,857 | $41,482iApproximate average salary by contribution assumption: employee only about $1,037,053 at 4% or $691,369 at 6%; with 50% employer match about $691,369 at 4% or $460,913 at 6%; with 100% employer match about $518,527 at 4% or $345,684 at 6%. |
| R.M. Byrd and Associates Inc. 401(K) Psp & Trust | - | 8 | $2,803,005 | $331,857 | $41,482iApproximate average salary by contribution assumption: employee only about $1,037,053 at 4% or $691,369 at 6%; with 50% employer match about $691,369 at 4% or $460,913 at 6%; with 100% employer match about $518,527 at 4% or $345,684 at 6%. |
| 2022 | 1 | 11 | $2,642,457 | $81,889 | $7,444iApproximate average salary by contribution assumption: employee only about $186,111 at 4% or $124,074 at 6%; with 50% employer match about $124,074 at 4% or $82,716 at 6%; with 100% employer match about $93,056 at 4% or $62,037 at 6%. |
| R.M. Byrd and Associates Inc. 401(K) Psp & Trust | - | 11 | $2,642,457 | $81,889 | $7,444iApproximate average salary by contribution assumption: employee only about $186,111 at 4% or $124,074 at 6%; with 50% employer match about $124,074 at 4% or $82,716 at 6%; with 100% employer match about $93,056 at 4% or $62,037 at 6%. |
| 2021 | 1 | 13 | $2,521,262 | $141,832 | $10,910iApproximate average salary by contribution assumption: employee only about $272,754 at 4% or $181,836 at 6%; with 50% employer match about $181,836 at 4% or $121,224 at 6%; with 100% employer match about $136,377 at 4% or $90,918 at 6%. |
| R.M. Byrd and Associates Inc. 401(K) Psp & Trust | - | 13 | $2,521,262 | $141,832 | $10,910iApproximate average salary by contribution assumption: employee only about $272,754 at 4% or $181,836 at 6%; with 50% employer match about $181,836 at 4% or $121,224 at 6%; with 100% employer match about $136,377 at 4% or $90,918 at 6%. |
| 2020 | 1 | 13 | $1,932,209 | $93,430 | $7,187iApproximate average salary by contribution assumption: employee only about $179,673 at 4% or $119,782 at 6%; with 50% employer match about $119,782 at 4% or $79,855 at 6%; with 100% employer match about $89,837 at 4% or $59,891 at 6%. |
| R.M. Byrd and Associates Inc. 401(K) Psp & Trust | - | 13 | $1,932,209 | $93,430 | $7,187iApproximate average salary by contribution assumption: employee only about $179,673 at 4% or $119,782 at 6%; with 50% employer match about $119,782 at 4% or $79,855 at 6%; with 100% employer match about $89,837 at 4% or $59,891 at 6%. |
| 2019 | 1 | 14 | $1,805,146 | $142,110 | $10,151iApproximate average salary by contribution assumption: employee only about $253,768 at 4% or $169,179 at 6%; with 50% employer match about $169,179 at 4% or $112,786 at 6%; with 100% employer match about $126,884 at 4% or $84,589 at 6%. |
| R.M. Byrd and Associates Inc. 401(K) Psp & Trust | - | 14 | $1,805,146 | $142,110 | $10,151iApproximate average salary by contribution assumption: employee only about $253,768 at 4% or $169,179 at 6%; with 50% employer match about $169,179 at 4% or $112,786 at 6%; with 100% employer match about $126,884 at 4% or $84,589 at 6%. |
| 2018 | 1 | 16 | $1,426,629 | $54,006 | $3,375iApproximate average salary by contribution assumption: employee only about $84,384 at 4% or $56,256 at 6%; with 50% employer match about $56,256 at 4% or $37,504 at 6%; with 100% employer match about $42,192 at 4% or $28,128 at 6%. |
| R.M. Byrd and Associates Inc. 401(K) Psp & Trust | - | 16 | $1,426,629 | $54,006 | $3,375iApproximate average salary by contribution assumption: employee only about $84,384 at 4% or $56,256 at 6%; with 50% employer match about $56,256 at 4% or $37,504 at 6%; with 100% employer match about $42,192 at 4% or $28,128 at 6%. |
| 2017 | 1 | 17 | $1,462,571 | $57,798 | $3,400iApproximate average salary by contribution assumption: employee only about $84,997 at 4% or $56,665 at 6%; with 50% employer match about $56,665 at 4% or $37,776 at 6%; with 100% employer match about $42,499 at 4% or $28,332 at 6%. |
| R.M. Byrd and Associates Inc. 401(K) Psp & Trust | - | 17 | $1,462,571 | $57,798 | $3,400iApproximate average salary by contribution assumption: employee only about $84,997 at 4% or $56,665 at 6%; with 50% employer match about $56,665 at 4% or $37,776 at 6%; with 100% employer match about $42,499 at 4% or $28,332 at 6%. |
| 2016 | 1 | 18 | $1,281,429 | $57,676 | $3,204iApproximate average salary by contribution assumption: employee only about $80,106 at 4% or $53,404 at 6%; with 50% employer match about $53,404 at 4% or $35,602 at 6%; with 100% employer match about $40,053 at 4% or $26,702 at 6%. |
| R.M. Byrd and Associates Inc. 401(K) Psp & Trust | - | 18 | $1,281,429 | $57,676 | $3,204iApproximate average salary by contribution assumption: employee only about $80,106 at 4% or $53,404 at 6%; with 50% employer match about $53,404 at 4% or $35,602 at 6%; with 100% employer match about $40,053 at 4% or $26,702 at 6%. |
| 2015 | 1 | 19 | $1,140,656 | $64,078 | $3,373iApproximate average salary by contribution assumption: employee only about $84,313 at 4% or $56,209 at 6%; with 50% employer match about $56,209 at 4% or $37,473 at 6%; with 100% employer match about $42,157 at 4% or $28,104 at 6%. |
| R.M. Byrd and Associates Inc. 401(K) Psp & Trust | - | 19 | $1,140,656 | $64,078 | $3,373iApproximate average salary by contribution assumption: employee only about $84,313 at 4% or $56,209 at 6%; with 50% employer match about $56,209 at 4% or $37,473 at 6%; with 100% employer match about $42,157 at 4% or $28,104 at 6%. |
| 2014 | 1 | 18 | $1,227,320 | $78,595 | $4,366iApproximate average salary by contribution assumption: employee only about $109,160 at 4% or $72,773 at 6%; with 50% employer match about $72,773 at 4% or $48,515 at 6%; with 100% employer match about $54,580 at 4% or $36,387 at 6%. |
| R.M. Byrd and Associates Inc. 401(K) Psp & Trust | - | 18 | $1,227,320 | $78,595 | $4,366iApproximate average salary by contribution assumption: employee only about $109,160 at 4% or $72,773 at 6%; with 50% employer match about $72,773 at 4% or $48,515 at 6%; with 100% employer match about $54,580 at 4% or $36,387 at 6%. |
| 2013 | 1 | 14 | $1,101,368 | $49,293 | $3,521iApproximate average salary by contribution assumption: employee only about $88,023 at 4% or $58,682 at 6%; with 50% employer match about $58,682 at 4% or $39,121 at 6%; with 100% employer match about $44,012 at 4% or $29,341 at 6%. |
| R.M. Byrd and Associates Inc. 401(K) Psp & Trust | - | 14 | $1,101,368 | $49,293 | $3,521iApproximate average salary by contribution assumption: employee only about $88,023 at 4% or $58,682 at 6%; with 50% employer match about $58,682 at 4% or $39,121 at 6%; with 100% employer match about $44,012 at 4% or $29,341 at 6%. |
| 2012 | 1 | 16 | $1,041,928 | $68,895 | $4,306iApproximate average salary by contribution assumption: employee only about $107,648 at 4% or $71,766 at 6%; with 50% employer match about $71,766 at 4% or $47,844 at 6%; with 100% employer match about $53,824 at 4% or $35,883 at 6%. |
| R.M. Byrd and Associates Inc. 401(K) Psp & Trust | - | 16 | $1,041,928 | $68,895 | $4,306iApproximate average salary by contribution assumption: employee only about $107,648 at 4% or $71,766 at 6%; with 50% employer match about $71,766 at 4% or $47,844 at 6%; with 100% employer match about $53,824 at 4% or $35,883 at 6%. |
| 2011 | 1 | 17 | $872,756 | $79,241 | $4,661iApproximate average salary by contribution assumption: employee only about $116,531 at 4% or $77,687 at 6%; with 50% employer match about $77,687 at 4% or $51,792 at 6%; with 100% employer match about $58,265 at 4% or $38,844 at 6%. |
| R.M. Byrd and Associates Inc. 401(K) Psp & Trust | - | 17 | $872,756 | $79,241 | $4,661iApproximate average salary by contribution assumption: employee only about $116,531 at 4% or $77,687 at 6%; with 50% employer match about $77,687 at 4% or $51,792 at 6%; with 100% employer match about $58,265 at 4% or $38,844 at 6%. |
| 2010 | 1 | 14 | $836,435 | $57,964 | $4,140iApproximate average salary by contribution assumption: employee only about $103,507 at 4% or $69,005 at 6%; with 50% employer match about $69,005 at 4% or $46,003 at 6%; with 100% employer match about $51,754 at 4% or $34,502 at 6%. |
| R.M. Byrd and Associates Inc. 401(K) Psp & Trust | - | 14 | $836,435 | $57,964 | $4,140iApproximate average salary by contribution assumption: employee only about $103,507 at 4% or $69,005 at 6%; with 50% employer match about $69,005 at 4% or $46,003 at 6%; with 100% employer match about $51,754 at 4% or $34,502 at 6%. |
| 2009 | 1 | 13 | $773,968 | $71,139 | $5,472iApproximate average salary by contribution assumption: employee only about $136,806 at 4% or $91,204 at 6%; with 50% employer match about $91,204 at 4% or $60,803 at 6%; with 100% employer match about $68,403 at 4% or $45,602 at 6%. |
| R.M. Byrd and Associates Inc. 401(K) Psp & Trust | - | 13 | $773,968 | $71,139 | $5,472iApproximate average salary by contribution assumption: employee only about $136,806 at 4% or $91,204 at 6%; with 50% employer match about $91,204 at 4% or $60,803 at 6%; with 100% employer match about $68,403 at 4% or $45,602 at 6%. |
| 2008 | 1 | 14 | $567,150 | $141,403 | $10,100iApproximate average salary by contribution assumption: employee only about $252,505 at 4% or $168,337 at 6%; with 50% employer match about $168,337 at 4% or $112,225 at 6%; with 100% employer match about $126,253 at 4% or $84,168 at 6%. |
| R.M. Byrd and Associates Inc. 401(K) Psp & Trust | - | 14 | $567,150 | $141,403 | $10,100iApproximate average salary by contribution assumption: employee only about $252,505 at 4% or $168,337 at 6%; with 50% employer match about $168,337 at 4% or $112,225 at 6%; with 100% employer match about $126,253 at 4% or $84,168 at 6%. |
| 2007 | 1 | 14 | $0 | $0 | - |
| R.M. Byrd and Associates Inc. 401(K) Psp & Trust | - | 14 | - | - | - |
| 2006 | 1 | 18 | $785,723 | $70,030 | $3,891iApproximate average salary by contribution assumption: employee only about $97,264 at 4% or $64,843 at 6%; with 50% employer match about $64,843 at 4% or $43,228 at 6%; with 100% employer match about $48,632 at 4% or $32,421 at 6%. |
| R.M. Byrd and Associates Inc. 401(K) Psp & Trust | - | 18 | $785,723 | $70,030 | $3,891iApproximate average salary by contribution assumption: employee only about $97,264 at 4% or $64,843 at 6%; with 50% employer match about $64,843 at 4% or $43,228 at 6%; with 100% employer match about $48,632 at 4% or $32,421 at 6%. |
| 2005 | 1 | 16 | $642,954 | $118,383 | $7,399iApproximate average salary by contribution assumption: employee only about $184,973 at 4% or $123,316 at 6%; with 50% employer match about $123,316 at 4% or $82,210 at 6%; with 100% employer match about $92,487 at 4% or $61,658 at 6%. |
| R.M. Byrd and Associates Inc. 401(K) Psp & Trust | - | 16 | $642,954 | $118,383 | $7,399iApproximate average salary by contribution assumption: employee only about $184,973 at 4% or $123,316 at 6%; with 50% employer match about $123,316 at 4% or $82,210 at 6%; with 100% employer match about $92,487 at 4% or $61,658 at 6%. |
| 2004 | 1 | 12 | $505,214 | $96,803 | $8,067iApproximate average salary by contribution assumption: employee only about $201,673 at 4% or $134,449 at 6%; with 50% employer match about $134,449 at 4% or $89,632 at 6%; with 100% employer match about $100,836 at 4% or $67,224 at 6%. |
| R.M. Byrd and Associates Inc. 401(K) Psp & Trust | - | 12 | $505,214 | $96,803 | $8,067iApproximate average salary by contribution assumption: employee only about $201,673 at 4% or $134,449 at 6%; with 50% employer match about $134,449 at 4% or $89,632 at 6%; with 100% employer match about $100,836 at 4% or $67,224 at 6%. |
| 2002 | 1 | 14 | $0 | $0 | - |
| R.M. Byrd and Associates Inc. 401(K) Psp & Trust | - | 14 | - | - | - |
| 2001 | 1 | 15 | $290,321 | $102,992 | $6,866iApproximate average salary by contribution assumption: employee only about $171,653 at 4% or $114,436 at 6%; with 50% employer match about $114,436 at 4% or $76,290 at 6%; with 100% employer match about $85,827 at 4% or $57,218 at 6%. |
| R.M. Byrd and Associates Inc. 401(K) Psp & Trust | - | 15 | $290,321 | $102,992 | $6,866iApproximate average salary by contribution assumption: employee only about $171,653 at 4% or $114,436 at 6%; with 50% employer match about $114,436 at 4% or $76,290 at 6%; with 100% employer match about $85,827 at 4% or $57,218 at 6%. |
| 2000 | 1 | 11 | $275,981 | $110,914 | $10,083iApproximate average salary by contribution assumption: employee only about $252,077 at 4% or $168,052 at 6%; with 50% employer match about $168,052 at 4% or $112,034 at 6%; with 100% employer match about $126,039 at 4% or $84,026 at 6%. |
| R.M. Byrd and Associates Inc. 401(K) Psp & Trust | - | 11 | $275,981 | $110,914 | $10,083iApproximate average salary by contribution assumption: employee only about $252,077 at 4% or $168,052 at 6%; with 50% employer match about $168,052 at 4% or $112,034 at 6%; with 100% employer match about $126,039 at 4% or $84,026 at 6%. |
| 1999 | 1 | 11 | $273,792 | $83,006 | $7,546iApproximate average salary by contribution assumption: employee only about $188,650 at 4% or $125,767 at 6%; with 50% employer match about $125,767 at 4% or $83,844 at 6%; with 100% employer match about $94,325 at 4% or $62,883 at 6%. |
| R.M. Byrd and Associates Inc. 401(K) Psp & Trust | - | 11 | $273,792 | $83,006 | $7,546iApproximate average salary by contribution assumption: employee only about $188,650 at 4% or $125,767 at 6%; with 50% employer match about $125,767 at 4% or $83,844 at 6%; with 100% employer match about $94,325 at 4% or $62,883 at 6%. |