Civic Intelligence

Rivers/Lidke Financial Group LLC

Plan context: Rivers/Lidke Financial Group LLC Retirement Plan

EIN 46-4058955 • Columbus, OH • 18 filings • 2 plans

9039 Anteres AvenueSuite H2Columbus, OH 43240
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$760,816

2024 Contributions

$113,502

Historical Graphs

Total Assets Over Time

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

$2,193,231$1,096,616$0201420192024YearValue
$760,816Latest year 2024

Participants Over Time

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

740201420192024YearValue
6Latest year 2024

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
202416$760,816$113,502$18,917iApproximate average salary by contribution assumption: employee only about $472,925 at 4% or $315,283 at 6%; with 50% employer match about $315,283 at 4% or $210,189 at 6%; with 100% employer match about $236,463 at 4% or $157,642 at 6%.
Rivers/Lidke Financial Group LLC Retirement Plan-6$760,816$113,502$18,917iApproximate average salary by contribution assumption: employee only about $472,925 at 4% or $315,283 at 6%; with 50% employer match about $315,283 at 4% or $210,189 at 6%; with 100% employer match about $236,463 at 4% or $157,642 at 6%.
202317$2,193,231$155,752$22,250iApproximate average salary by contribution assumption: employee only about $556,257 at 4% or $370,838 at 6%; with 50% employer match about $370,838 at 4% or $247,225 at 6%; with 100% employer match about $278,129 at 4% or $185,419 at 6%.
Rivers/Lidke Financial Group LLC Retirement Plan-7$2,193,231$155,752$22,250iApproximate average salary by contribution assumption: employee only about $556,257 at 4% or $370,838 at 6%; with 50% employer match about $370,838 at 4% or $247,225 at 6%; with 100% employer match about $278,129 at 4% or $185,419 at 6%.
202217$1,677,154$143,466$20,495iApproximate average salary by contribution assumption: employee only about $512,379 at 4% or $341,586 at 6%; with 50% employer match about $341,586 at 4% or $227,724 at 6%; with 100% employer match about $256,189 at 4% or $170,793 at 6%.
Rivers/Lidke Financial Group LLC Retirement Plan-7$1,677,154$143,466$20,495iApproximate average salary by contribution assumption: employee only about $512,379 at 4% or $341,586 at 6%; with 50% employer match about $341,586 at 4% or $227,724 at 6%; with 100% employer match about $256,189 at 4% or $170,793 at 6%.
202127$1,809,857$1,540,192$220,027iApproximate average salary by contribution assumption: employee only about $5,500,686 at 4% or $3,667,124 at 6%; with 50% employer match about $3,667,124 at 4% or $2,444,749 at 6%; with 100% employer match about $2,750,343 at 4% or $1,833,562 at 6%.
Rivers/Lidke Financial Group LLC Retirement Plan-7$1,809,857$1,540,192$220,027iApproximate average salary by contribution assumption: employee only about $5,500,686 at 4% or $3,667,124 at 6%; with 50% employer match about $3,667,124 at 4% or $2,444,749 at 6%; with 100% employer match about $2,750,343 at 4% or $1,833,562 at 6%.
RIVERS/LIDKE FINANCIAL GROUP, LLC CASH BALANCE PENSION PLAN-0$0$0-
202025$1,810,842$83,160$16,632iApproximate average salary by contribution assumption: employee only about $415,800 at 4% or $277,200 at 6%; with 50% employer match about $277,200 at 4% or $184,800 at 6%; with 100% employer match about $207,900 at 4% or $138,600 at 6%.
RIVERS/LIDKE FINANCIAL GROUP, LLC CASH BALANCE PENSION PLAN-5$1,188,128$0-
Rivers/Lidke Financial Group LLC Retirement Plan-5$622,714$83,160$16,632iApproximate average salary by contribution assumption: employee only about $415,800 at 4% or $277,200 at 6%; with 50% employer match about $277,200 at 4% or $184,800 at 6%; with 100% employer match about $207,900 at 4% or $138,600 at 6%.
201925$1,362,835$235,430$47,086iApproximate average salary by contribution assumption: employee only about $1,177,150 at 4% or $784,767 at 6%; with 50% employer match about $784,767 at 4% or $523,178 at 6%; with 100% employer match about $588,575 at 4% or $392,383 at 6%.
RIVERS/LIDKE FINANCIAL GROUP, LLC CASH BALANCE PENSION PLAN-5$923,283$136,609$27,322iApproximate average salary by contribution assumption: employee only about $683,045 at 4% or $455,363 at 6%; with 50% employer match about $455,363 at 4% or $303,576 at 6%; with 100% employer match about $341,523 at 4% or $227,682 at 6%.
Rivers/Lidke Financial Group LLC Retirement Plan-5$439,552$98,821$19,764iApproximate average salary by contribution assumption: employee only about $494,105 at 4% or $329,403 at 6%; with 50% employer match about $329,403 at 4% or $219,602 at 6%; with 100% employer match about $247,053 at 4% or $164,702 at 6%.
201825$1,080,817$251,395$50,279iApproximate average salary by contribution assumption: employee only about $1,256,975 at 4% or $837,983 at 6%; with 50% employer match about $837,983 at 4% or $558,656 at 6%; with 100% employer match about $628,488 at 4% or $418,992 at 6%.
RIVERS/LIDKE FINANCIAL GROUP, LLC CASH BALANCE PENSION PLAN-5$645,473$182,868$36,574iApproximate average salary by contribution assumption: employee only about $914,340 at 4% or $609,560 at 6%; with 50% employer match about $609,560 at 4% or $406,373 at 6%; with 100% employer match about $457,170 at 4% or $304,780 at 6%.
Rivers/Lidke Financial Group LLC Retirement Plan-5$435,344$68,527$13,705iApproximate average salary by contribution assumption: employee only about $342,635 at 4% or $228,423 at 6%; with 50% employer match about $228,423 at 4% or $152,282 at 6%; with 100% employer match about $171,318 at 4% or $114,212 at 6%.
201726$900,803$226,738$37,790iApproximate average salary by contribution assumption: employee only about $944,742 at 4% or $629,828 at 6%; with 50% employer match about $629,828 at 4% or $419,885 at 6%; with 100% employer match about $472,371 at 4% or $314,914 at 6%.
RIVERS/LIDKE FINANCIAL GROUP, LLC CASH BALANCE PENSION PLAN-5$510,619$144,013$28,803iApproximate average salary by contribution assumption: employee only about $720,065 at 4% or $480,043 at 6%; with 50% employer match about $480,043 at 4% or $320,029 at 6%; with 100% employer match about $360,033 at 4% or $240,022 at 6%.
Rivers/Lidke Financial Group LLC Retirement Plan-6$390,184$82,725$13,788iApproximate average salary by contribution assumption: employee only about $344,688 at 4% or $229,792 at 6%; with 50% employer match about $229,792 at 4% or $153,194 at 6%; with 100% employer match about $172,344 at 4% or $114,896 at 6%.
201626$558,061$199,130$33,188iApproximate average salary by contribution assumption: employee only about $829,708 at 4% or $553,139 at 6%; with 50% employer match about $553,139 at 4% or $368,759 at 6%; with 100% employer match about $414,854 at 4% or $276,569 at 6%.
RIVERS/LIDKE FINANCIAL GROUP, LLC CASH BALANCE PENSION PLAN-6$308,558$123,957$20,660iApproximate average salary by contribution assumption: employee only about $516,488 at 4% or $344,325 at 6%; with 50% employer match about $344,325 at 4% or $229,550 at 6%; with 100% employer match about $258,244 at 4% or $172,163 at 6%.
Rivers/Lidke Financial Group LLC Retirement Plan-4$249,503$75,173$18,793iApproximate average salary by contribution assumption: employee only about $469,831 at 4% or $313,221 at 6%; with 50% employer match about $313,221 at 4% or $208,814 at 6%; with 100% employer match about $234,916 at 4% or $156,610 at 6%.
201526$321,408$242,754$40,459iApproximate average salary by contribution assumption: employee only about $1,011,475 at 4% or $674,317 at 6%; with 50% employer match about $674,317 at 4% or $449,544 at 6%; with 100% employer match about $505,738 at 4% or $337,158 at 6%.
RIVERS/LIDKE FINANCIAL GROUP, LLC CASH BALANCE PENSION PLAN-5$165,726$165,241$33,048iApproximate average salary by contribution assumption: employee only about $826,205 at 4% or $550,803 at 6%; with 50% employer match about $550,803 at 4% or $367,202 at 6%; with 100% employer match about $413,102 at 4% or $275,402 at 6%.
Rivers/Lidke Financial Group LLC Retirement Plan-6$155,682$77,513$12,919iApproximate average salary by contribution assumption: employee only about $322,971 at 4% or $215,314 at 6%; with 50% employer match about $215,314 at 4% or $143,543 at 6%; with 100% employer match about $161,485 at 4% or $107,657 at 6%.
201416$82,895$81,234$13,539iApproximate average salary by contribution assumption: employee only about $338,475 at 4% or $225,650 at 6%; with 50% employer match about $225,650 at 4% or $150,433 at 6%; with 100% employer match about $169,238 at 4% or $112,825 at 6%.
Rivers/Lidke Financial Group LLC Retirement Plan-6$82,895$81,234$13,539iApproximate average salary by contribution assumption: employee only about $338,475 at 4% or $225,650 at 6%; with 50% employer match about $225,650 at 4% or $150,433 at 6%; with 100% employer match about $169,238 at 4% or $112,825 at 6%.