Civic Intelligence

Rodriguez Strategies

Plan context: Rodriguez Strategies 401(K) Profit Sharing Plan

EIN 46-1780778 • Montecito, CA • 22 filings • 2 plans

2020 Creekside RoadMontecito, CA 93108
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$2,610,106

2025 Contributions

$301,620

Historical Graphs

Total Assets Over Time

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

$3,668,034$1,834,017$0201320192025YearValue
$2,610,106Latest year 2025

Participants Over Time

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

1370201320192025YearValue
13Latest year 2025

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
2025113$2,610,106$301,620$23,202iApproximate average salary by contribution assumption: employee only about $580,038 at 4% or $386,692 at 6%; with 50% employer match about $386,692 at 4% or $257,795 at 6%; with 100% employer match about $290,019 at 4% or $193,346 at 6%.
Rodriguez Strategies 401(K) Profit Sharing Plan-13$2,610,106$301,620$23,202iApproximate average salary by contribution assumption: employee only about $580,038 at 4% or $386,692 at 6%; with 50% employer match about $386,692 at 4% or $257,795 at 6%; with 100% employer match about $290,019 at 4% or $193,346 at 6%.
2024212$3,668,034$315,094$26,258iApproximate average salary by contribution assumption: employee only about $656,446 at 4% or $437,631 at 6%; with 50% employer match about $437,631 at 4% or $291,754 at 6%; with 100% employer match about $328,223 at 4% or $218,815 at 6%.
Rodriguez Strategies 401(K) Profit Sharing Plan-12$1,979,899$185,271$15,439iApproximate average salary by contribution assumption: employee only about $385,981 at 4% or $257,321 at 6%; with 50% employer match about $257,321 at 4% or $171,547 at 6%; with 100% employer match about $192,991 at 4% or $128,660 at 6%.
Rodriguez Strategies Cash Balance Plan-9$1,688,135$129,823$14,425iApproximate average salary by contribution assumption: employee only about $360,619 at 4% or $240,413 at 6%; with 50% employer match about $240,413 at 4% or $160,275 at 6%; with 100% employer match about $180,310 at 4% or $120,206 at 6%.
2023212$3,187,558$282,218$23,518iApproximate average salary by contribution assumption: employee only about $587,954 at 4% or $391,969 at 6%; with 50% employer match about $391,969 at 4% or $261,313 at 6%; with 100% employer match about $293,977 at 4% or $195,985 at 6%.
Rodriguez Strategies 401(K) Profit Sharing Plan-12$1,781,112$154,205$12,850iApproximate average salary by contribution assumption: employee only about $321,260 at 4% or $214,174 at 6%; with 50% employer match about $214,174 at 4% or $142,782 at 6%; with 100% employer match about $160,630 at 4% or $107,087 at 6%.
Rodriguez Strategies Cash Balance Plan-10$1,406,446$128,013$12,801iApproximate average salary by contribution assumption: employee only about $320,033 at 4% or $213,355 at 6%; with 50% employer match about $213,355 at 4% or $142,237 at 6%; with 100% employer match about $160,016 at 4% or $106,678 at 6%.
2022211$2,531,430$322,256$29,296iApproximate average salary by contribution assumption: employee only about $732,400 at 4% or $488,267 at 6%; with 50% employer match about $488,267 at 4% or $325,511 at 6%; with 100% employer match about $366,200 at 4% or $244,133 at 6%.
Rodriguez Strategies 401(K) Profit Sharing Plan-11$1,395,132$189,758$17,251iApproximate average salary by contribution assumption: employee only about $431,268 at 4% or $287,512 at 6%; with 50% employer match about $287,512 at 4% or $191,675 at 6%; with 100% employer match about $215,634 at 4% or $143,756 at 6%.
Rodriguez Strategies Cash Balance Plan-9$1,136,298$132,498$14,722iApproximate average salary by contribution assumption: employee only about $368,050 at 4% or $245,367 at 6%; with 50% employer match about $245,367 at 4% or $163,578 at 6%; with 100% employer match about $184,025 at 4% or $122,683 at 6%.
2021213$2,659,665$409,812$31,524iApproximate average salary by contribution assumption: employee only about $788,100 at 4% or $525,400 at 6%; with 50% employer match about $525,400 at 4% or $350,267 at 6%; with 100% employer match about $394,050 at 4% or $262,700 at 6%.
Rodriguez Strategies 401(K) Profit Sharing Plan-13$1,503,462$278,823$21,448iApproximate average salary by contribution assumption: employee only about $536,198 at 4% or $357,465 at 6%; with 50% employer match about $357,465 at 4% or $238,310 at 6%; with 100% employer match about $268,099 at 4% or $178,733 at 6%.
Rodriguez Strategies Cash Balance Plan-8$1,156,203$130,989$16,374iApproximate average salary by contribution assumption: employee only about $409,341 at 4% or $272,894 at 6%; with 50% employer match about $272,894 at 4% or $181,929 at 6%; with 100% employer match about $204,670 at 4% or $136,447 at 6%.
2020213$2,014,605$412,564$31,736iApproximate average salary by contribution assumption: employee only about $793,392 at 4% or $528,928 at 6%; with 50% employer match about $528,928 at 4% or $352,619 at 6%; with 100% employer match about $396,696 at 4% or $264,464 at 6%.
Rodriguez Strategies 401(K) Profit Sharing Plan-13$1,092,819$142,564$10,966iApproximate average salary by contribution assumption: employee only about $274,162 at 4% or $182,774 at 6%; with 50% employer match about $182,774 at 4% or $121,850 at 6%; with 100% employer match about $137,081 at 4% or $91,387 at 6%.
Rodriguez Strategies Cash Balance Plan-6$921,786$270,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
2019210$1,516,344$256,770$25,677iApproximate average salary by contribution assumption: employee only about $641,925 at 4% or $427,950 at 6%; with 50% employer match about $427,950 at 4% or $285,300 at 6%; with 100% employer match about $320,963 at 4% or $213,975 at 6%.
Rodriguez Strategies 401(K) Profit Sharing Plan-10$934,744$135,665$13,567iApproximate average salary by contribution assumption: employee only about $339,163 at 4% or $226,108 at 6%; with 50% employer match about $226,108 at 4% or $150,739 at 6%; with 100% employer match about $169,581 at 4% or $113,054 at 6%.
Rodriguez Strategies Cash Balance Plan-4$581,600$121,105$30,276iApproximate average salary by contribution assumption: employee only about $756,906 at 4% or $504,604 at 6%; with 50% employer match about $504,604 at 4% or $336,403 at 6%; with 100% employer match about $378,453 at 4% or $252,302 at 6%.
201829$1,055,142$239,291$26,588iApproximate average salary by contribution assumption: employee only about $664,697 at 4% or $443,131 at 6%; with 50% employer match about $443,131 at 4% or $295,421 at 6%; with 100% employer match about $332,349 at 4% or $221,566 at 6%.
Rodriguez Strategies 401(K) Profit Sharing Plan-9$648,602$100,961$11,218iApproximate average salary by contribution assumption: employee only about $280,447 at 4% or $186,965 at 6%; with 50% employer match about $186,965 at 4% or $124,643 at 6%; with 100% employer match about $140,224 at 4% or $93,482 at 6%.
Rodriguez Strategies Cash Balance Plan-4$406,540$138,330$34,583iApproximate average salary by contribution assumption: employee only about $864,563 at 4% or $576,375 at 6%; with 50% employer match about $576,375 at 4% or $384,250 at 6%; with 100% employer match about $432,281 at 4% or $288,188 at 6%.
201729$854,797$230,129$25,570iApproximate average salary by contribution assumption: employee only about $639,247 at 4% or $426,165 at 6%; with 50% employer match about $426,165 at 4% or $284,110 at 6%; with 100% employer match about $319,624 at 4% or $213,082 at 6%.
Rodriguez Strategies 401(K) Profit Sharing Plan-9$566,662$109,800$12,200iApproximate average salary by contribution assumption: employee only about $305,000 at 4% or $203,333 at 6%; with 50% employer match about $203,333 at 4% or $135,556 at 6%; with 100% employer match about $152,500 at 4% or $101,667 at 6%.
Rodriguez Strategies Cash Balance Plan-4$288,135$120,329$30,082iApproximate average salary by contribution assumption: employee only about $752,056 at 4% or $501,371 at 6%; with 50% employer match about $501,371 at 4% or $334,247 at 6%; with 100% employer match about $376,028 at 4% or $250,685 at 6%.
201629$519,738$273,791$30,421iApproximate average salary by contribution assumption: employee only about $760,531 at 4% or $507,020 at 6%; with 50% employer match about $507,020 at 4% or $338,014 at 6%; with 100% employer match about $380,265 at 4% or $253,510 at 6%.
Rodriguez Strategies 401(K) Profit Sharing Plan-9$364,978$119,031$13,226iApproximate average salary by contribution assumption: employee only about $330,642 at 4% or $220,428 at 6%; with 50% employer match about $220,428 at 4% or $146,952 at 6%; with 100% employer match about $165,321 at 4% or $110,214 at 6%.
Rodriguez Strategies Cash Balance Plan-2$154,760$154,760$77,380iApproximate average salary by contribution assumption: employee only about $1,934,500 at 4% or $1,289,667 at 6%; with 50% employer match about $1,289,667 at 4% or $859,778 at 6%; with 100% employer match about $967,250 at 4% or $644,833 at 6%.
201516$225,646$85,813$14,302iApproximate average salary by contribution assumption: employee only about $357,554 at 4% or $238,369 at 6%; with 50% employer match about $238,369 at 4% or $158,913 at 6%; with 100% employer match about $178,777 at 4% or $119,185 at 6%.
Rodriguez Strategies 401(K) Profit Sharing Plan-6$225,646$85,813$14,302iApproximate average salary by contribution assumption: employee only about $357,554 at 4% or $238,369 at 6%; with 50% employer match about $238,369 at 4% or $158,913 at 6%; with 100% employer match about $178,777 at 4% or $119,185 at 6%.
201416$145,880$82,982$13,830iApproximate average salary by contribution assumption: employee only about $345,758 at 4% or $230,506 at 6%; with 50% employer match about $230,506 at 4% or $153,670 at 6%; with 100% employer match about $172,879 at 4% or $115,253 at 6%.
Rodriguez Strategies 401(K) Profit Sharing Plan-6$145,880$82,982$13,830iApproximate average salary by contribution assumption: employee only about $345,758 at 4% or $230,506 at 6%; with 50% employer match about $230,506 at 4% or $153,670 at 6%; with 100% employer match about $172,879 at 4% or $115,253 at 6%.
201316$65,358$65,049$10,842iApproximate average salary by contribution assumption: employee only about $271,038 at 4% or $180,692 at 6%; with 50% employer match about $180,692 at 4% or $120,461 at 6%; with 100% employer match about $135,519 at 4% or $90,346 at 6%.
Rodriguez Strategies 401(K) Profit Sharing Plan-6$65,358$65,049$10,842iApproximate average salary by contribution assumption: employee only about $271,038 at 4% or $180,692 at 6%; with 50% employer match about $180,692 at 4% or $120,461 at 6%; with 100% employer match about $135,519 at 4% or $90,346 at 6%.