RHOADES PLANNING GROUP, INC.
Plan context: RHOADES PLANNING GROUP 401(K) PLAN & TRUST
EIN 46-1077970 • Berkeley, CA • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$383,062
2025 Contributions
$50,064
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $383,062 | $50,064 | $12,516iApproximate average salary by contribution assumption: employee only about $312,900 at 4% or $208,600 at 6%; with 50% employer match about $208,600 at 4% or $139,067 at 6%; with 100% employer match about $156,450 at 4% or $104,300 at 6%. |
| RHOADES PLANNING GROUP 401(K) PLAN & TRUST | - | 4 | $383,062 | $50,064 | $12,516iApproximate average salary by contribution assumption: employee only about $312,900 at 4% or $208,600 at 6%; with 50% employer match about $208,600 at 4% or $139,067 at 6%; with 100% employer match about $156,450 at 4% or $104,300 at 6%. |
| 2024 | 1 | 4 | $336,336 | $48,864 | $12,216iApproximate average salary by contribution assumption: employee only about $305,400 at 4% or $203,600 at 6%; with 50% employer match about $203,600 at 4% or $135,733 at 6%; with 100% employer match about $152,700 at 4% or $101,800 at 6%. |
| RHOADES PLANNING GROUP 401(K) PLAN & TRUST | - | 4 | $336,336 | $48,864 | $12,216iApproximate average salary by contribution assumption: employee only about $305,400 at 4% or $203,600 at 6%; with 50% employer match about $203,600 at 4% or $135,733 at 6%; with 100% employer match about $152,700 at 4% or $101,800 at 6%. |
| 2023 | 1 | 4 | $255,691 | $58,186 | $14,547iApproximate average salary by contribution assumption: employee only about $363,663 at 4% or $242,442 at 6%; with 50% employer match about $242,442 at 4% or $161,628 at 6%; with 100% employer match about $181,831 at 4% or $121,221 at 6%. |
| RHOADES PLANNING GROUP 401(K) PLAN & TRUST | - | 4 | $255,691 | $58,186 | $14,547iApproximate average salary by contribution assumption: employee only about $363,663 at 4% or $242,442 at 6%; with 50% employer match about $242,442 at 4% or $161,628 at 6%; with 100% employer match about $181,831 at 4% or $121,221 at 6%. |
| 2022 | 1 | 3 | $168,351 | $45,322 | $15,107iApproximate average salary by contribution assumption: employee only about $377,683 at 4% or $251,789 at 6%; with 50% employer match about $251,789 at 4% or $167,859 at 6%; with 100% employer match about $188,842 at 4% or $125,894 at 6%. |
| RHOADES PLANNING GROUP 401(K) PLAN & TRUST | - | 3 | $168,351 | $45,322 | $15,107iApproximate average salary by contribution assumption: employee only about $377,683 at 4% or $251,789 at 6%; with 50% employer match about $251,789 at 4% or $167,859 at 6%; with 100% employer match about $188,842 at 4% or $125,894 at 6%. |
| 2021 | 1 | 3 | $146,904 | $34,978 | $11,659iApproximate average salary by contribution assumption: employee only about $291,483 at 4% or $194,322 at 6%; with 50% employer match about $194,322 at 4% or $129,548 at 6%; with 100% employer match about $145,742 at 4% or $97,161 at 6%. |
| RHOADES PLANNING GROUP 401(K) PLAN & TRUST | - | 3 | $146,904 | $34,978 | $11,659iApproximate average salary by contribution assumption: employee only about $291,483 at 4% or $194,322 at 6%; with 50% employer match about $194,322 at 4% or $129,548 at 6%; with 100% employer match about $145,742 at 4% or $97,161 at 6%. |
| 2019 | 1 | 2 | $54,890 | $27,454 | $13,727iApproximate average salary by contribution assumption: employee only about $343,175 at 4% or $228,783 at 6%; with 50% employer match about $228,783 at 4% or $152,522 at 6%; with 100% employer match about $171,588 at 4% or $114,392 at 6%. |
| RHOADES PLANNING GROUP 401(K) PLAN & TRUST | - | 2 | $54,890 | $27,454 | $13,727iApproximate average salary by contribution assumption: employee only about $343,175 at 4% or $228,783 at 6%; with 50% employer match about $228,783 at 4% or $152,522 at 6%; with 100% employer match about $171,588 at 4% or $114,392 at 6%. |
| 2018 | 1 | 3 | $27,661 | $29,121 | $9,707iApproximate average salary by contribution assumption: employee only about $242,675 at 4% or $161,783 at 6%; with 50% employer match about $161,783 at 4% or $107,856 at 6%; with 100% employer match about $121,338 at 4% or $80,892 at 6%. |
| RHOADES PLANNING GROUP 401(K) PLAN & TRUST | - | 3 | $27,661 | $29,121 | $9,707iApproximate average salary by contribution assumption: employee only about $242,675 at 4% or $161,783 at 6%; with 50% employer match about $161,783 at 4% or $107,856 at 6%; with 100% employer match about $121,338 at 4% or $80,892 at 6%. |