Civic Intelligence

Refa Investments LLC

Plan context: Refa Investments LLC 401(K) Profit Sharing Plan & Trust

EIN 57-1162006 • Petaluma, CA • 11 filings • 4 plans

1800 Petaluma Blvd. NorthP.O. Box 751165, Petaluma, CA 94975Petaluma, CA 94952
Current Snapshot

Latest Year

2015

2015 Participants

9

2015 Assets

$562,069

2015 Contributions

$3,005

Historical Graphs

Total Assets Over Time

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

$562,069$281,035$0200520112014YearValue
$562,069Latest year 2014

Participants Over Time

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

1160200520102014YearValue
9Latest year 2014

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
201510$0$0-
Refa Investments LLC 401(K) Profit Sharing Plan & Trust-0$0$0-
201419$562,069$3,005$334iApproximate average salary by contribution assumption: employee only about $8,347 at 4% or $5,565 at 6%; with 50% employer match about $5,565 at 4% or $3,710 at 6%; with 100% employer match about $4,174 at 4% or $2,782 at 6%.
Refa Investments LLC 401(K) Profit Sharing Plan & Trust-9$562,069$3,005$334iApproximate average salary by contribution assumption: employee only about $8,347 at 4% or $5,565 at 6%; with 50% employer match about $5,565 at 4% or $3,710 at 6%; with 100% employer match about $4,174 at 4% or $2,782 at 6%.
2013111$510,379$24,005$2,182iApproximate average salary by contribution assumption: employee only about $54,557 at 4% or $36,371 at 6%; with 50% employer match about $36,371 at 4% or $24,247 at 6%; with 100% employer match about $27,278 at 4% or $18,186 at 6%.
Refa Investments LLC 401(K) Profit Sharing Plan & Trust-11$510,379$24,005$2,182iApproximate average salary by contribution assumption: employee only about $54,557 at 4% or $36,371 at 6%; with 50% employer match about $36,371 at 4% or $24,247 at 6%; with 100% employer match about $27,278 at 4% or $18,186 at 6%.
2012110$432,856$28,487$2,849iApproximate average salary by contribution assumption: employee only about $71,218 at 4% or $47,478 at 6%; with 50% employer match about $47,478 at 4% or $31,652 at 6%; with 100% employer match about $35,609 at 4% or $23,739 at 6%.
Refa Investments LLC 401(K) Profit Sharing Plan & Trust-10$432,856$28,487$2,849iApproximate average salary by contribution assumption: employee only about $71,218 at 4% or $47,478 at 6%; with 50% employer match about $47,478 at 4% or $31,652 at 6%; with 100% employer match about $35,609 at 4% or $23,739 at 6%.
2011110$395,048$27,189$2,719iApproximate average salary by contribution assumption: employee only about $67,973 at 4% or $45,315 at 6%; with 50% employer match about $45,315 at 4% or $30,210 at 6%; with 100% employer match about $33,986 at 4% or $22,658 at 6%.
Refa Investments LLC 401(K) Profit Sharing Plan & Trust-10$395,048$27,189$2,719iApproximate average salary by contribution assumption: employee only about $67,973 at 4% or $45,315 at 6%; with 50% employer match about $45,315 at 4% or $30,210 at 6%; with 100% employer match about $33,986 at 4% or $22,658 at 6%.
2010110$362,071$31,925$3,193iApproximate average salary by contribution assumption: employee only about $79,813 at 4% or $53,208 at 6%; with 50% employer match about $53,208 at 4% or $35,472 at 6%; with 100% employer match about $39,906 at 4% or $26,604 at 6%.
Refa Investments LLC 401(K) Profit Sharing Plan & Trust-10$362,071$31,925$3,193iApproximate average salary by contribution assumption: employee only about $79,813 at 4% or $53,208 at 6%; with 50% employer match about $53,208 at 4% or $35,472 at 6%; with 100% employer match about $39,906 at 4% or $26,604 at 6%.
2009110$297,437$35,820$3,582iApproximate average salary by contribution assumption: employee only about $89,550 at 4% or $59,700 at 6%; with 50% employer match about $59,700 at 4% or $39,800 at 6%; with 100% employer match about $44,775 at 4% or $29,850 at 6%.
Refa Investments LLC 401(K) Profit Sharing Plan & Trust-10$297,437$35,820$3,582iApproximate average salary by contribution assumption: employee only about $89,550 at 4% or $59,700 at 6%; with 50% employer match about $59,700 at 4% or $39,800 at 6%; with 100% employer match about $44,775 at 4% or $29,850 at 6%.
200816$0$0-
Refa Investments LLC 401(K) Profit Sharing Plan & Trust-6---
200716$0$0-
Refa Investments LLC 401(K) Profit Sharing Plan & Trust-6---
200616$121,714$64,126$10,688iApproximate average salary by contribution assumption: employee only about $267,192 at 4% or $178,128 at 6%; with 50% employer match about $178,128 at 4% or $118,752 at 6%; with 100% employer match about $133,596 at 4% or $89,064 at 6%.
Refa Investments LLC 401(K) Profit Sharing Plan & Trust-6$121,714$64,126$10,688iApproximate average salary by contribution assumption: employee only about $267,192 at 4% or $178,128 at 6%; with 50% employer match about $178,128 at 4% or $118,752 at 6%; with 100% employer match about $133,596 at 4% or $89,064 at 6%.
200513$57,199$57,199$19,066iApproximate average salary by contribution assumption: employee only about $476,658 at 4% or $317,772 at 6%; with 50% employer match about $317,772 at 4% or $211,848 at 6%; with 100% employer match about $238,329 at 4% or $158,886 at 6%.
Refa Investments LLC 401(K) Profit Sharing Plan & Trust-3$57,199$57,199$19,066iApproximate average salary by contribution assumption: employee only about $476,658 at 4% or $317,772 at 6%; with 50% employer match about $317,772 at 4% or $211,848 at 6%; with 100% employer match about $238,329 at 4% or $158,886 at 6%.