Ref Financial LLC
Plan context: Ref Financial LLC 401(K) Plan
EIN 47-1994310 • Haddonfield, NJ • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$271,032
2025 Contributions
$105,928
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 | $271,032 | $105,928 | $26,482iApproximate average salary by contribution assumption: employee only about $662,050 at 4% or $441,367 at 6%; with 50% employer match about $441,367 at 4% or $294,244 at 6%; with 100% employer match about $331,025 at 4% or $220,683 at 6%. |
| Ref Financial LLC 401(K) Plan | - | 4 | $271,032 | $105,928 | $26,482iApproximate average salary by contribution assumption: employee only about $662,050 at 4% or $441,367 at 6%; with 50% employer match about $441,367 at 4% or $294,244 at 6%; with 100% employer match about $331,025 at 4% or $220,683 at 6%. |
| 2024 | 1 | 4 | $137,582 | $46,641 | $11,660iApproximate average salary by contribution assumption: employee only about $291,506 at 4% or $194,338 at 6%; with 50% employer match about $194,338 at 4% or $129,558 at 6%; with 100% employer match about $145,753 at 4% or $97,169 at 6%. |
| Ref Financial LLC 401(K) Plan | - | 4 | $137,582 | $46,641 | $11,660iApproximate average salary by contribution assumption: employee only about $291,506 at 4% or $194,338 at 6%; with 50% employer match about $194,338 at 4% or $129,558 at 6%; with 100% employer match about $145,753 at 4% or $97,169 at 6%. |
| 2023 | 1 | 2 | $74,869 | $35,384 | $17,692iApproximate average salary by contribution assumption: employee only about $442,300 at 4% or $294,867 at 6%; with 50% employer match about $294,867 at 4% or $196,578 at 6%; with 100% employer match about $221,150 at 4% or $147,433 at 6%. |
| Ref Financial LLC 401(K) Plan | - | 2 | $74,869 | $35,384 | $17,692iApproximate average salary by contribution assumption: employee only about $442,300 at 4% or $294,867 at 6%; with 50% employer match about $294,867 at 4% or $196,578 at 6%; with 100% employer match about $221,150 at 4% or $147,433 at 6%. |
| 2022 | 1 | 2 | $31,557 | $33,024 | $16,512iApproximate average salary by contribution assumption: employee only about $412,800 at 4% or $275,200 at 6%; with 50% employer match about $275,200 at 4% or $183,467 at 6%; with 100% employer match about $206,400 at 4% or $137,600 at 6%. |
| Ref Financial LLC 401(K) Plan | - | 2 | $31,557 | $33,024 | $16,512iApproximate average salary by contribution assumption: employee only about $412,800 at 4% or $275,200 at 6%; with 50% employer match about $275,200 at 4% or $183,467 at 6%; with 100% employer match about $206,400 at 4% or $137,600 at 6%. |