The Rafferty Group LLC
Plan context: The Rafferty Group LLC Simplified 401K Plan
EIN 35-2175308 • 5 filings • 1 plans
Current Snapshot
Latest Year
2008
2008 Participants
1
2008 Assets
$201,584
2008 Contributions
$42,534
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 1 | $201,584 | $0 | - |
| The Rafferty Group LLC Simplified 401K Plan | - | 1 | $201,584 | - | - |
| 2007 | 1 | 1 | $314,697 | $0 | - |
| The Rafferty Group LLC Simplified 401K Plan | - | 1 | $314,697 | - | - |
| 2006 | 1 | 1 | $293,699 | $42,534 | $42,534iApproximate average salary by contribution assumption: employee only about $1,063,350 at 4% or $708,900 at 6%; with 50% employer match about $708,900 at 4% or $472,600 at 6%; with 100% employer match about $531,675 at 4% or $354,450 at 6%. |
| The Rafferty Group LLC Simplified 401K Plan | - | 1 | $293,699 | $42,534 | $42,534iApproximate average salary by contribution assumption: employee only about $1,063,350 at 4% or $708,900 at 6%; with 50% employer match about $708,900 at 4% or $472,600 at 6%; with 100% employer match about $531,675 at 4% or $354,450 at 6%. |
| 2005 | 1 | 1 | $216,202 | $34,286 | $34,286iApproximate average salary by contribution assumption: employee only about $857,150 at 4% or $571,433 at 6%; with 50% employer match about $571,433 at 4% or $380,956 at 6%; with 100% employer match about $428,575 at 4% or $285,717 at 6%. |
| The Rafferty Group LLC Simplified 401K Plan | - | 1 | $216,202 | $34,286 | $34,286iApproximate average salary by contribution assumption: employee only about $857,150 at 4% or $571,433 at 6%; with 50% employer match about $571,433 at 4% or $380,956 at 6%; with 100% employer match about $428,575 at 4% or $285,717 at 6%. |
| 2004 | 1 | 1 | $170,010 | $125,541 | $125,541iApproximate average salary by contribution assumption: employee only about $3,138,525 at 4% or $2,092,350 at 6%; with 50% employer match about $2,092,350 at 4% or $1,394,900 at 6%; with 100% employer match about $1,569,263 at 4% or $1,046,175 at 6%. |
| The Rafferty Group LLC Simplified 401K Plan | - | 1 | $170,010 | $125,541 | $125,541iApproximate average salary by contribution assumption: employee only about $3,138,525 at 4% or $2,092,350 at 6%; with 50% employer match about $2,092,350 at 4% or $1,394,900 at 6%; with 100% employer match about $1,569,263 at 4% or $1,046,175 at 6%. |