Civic Intelligence

Richard and Richard, P.A.

Plan context: Richard and Richard, P.A. Profit Sharing 401(K) Plan

EIN 59-2720377 • Miami, FL • 30 filings • 5 plans

825 Brickell Bay Drive, Suite 1748Miami, FL 33131
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$3,184,869

2024 Contributions

$174,646

Historical Graphs

Total Assets Over Time

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

$4,794,938$2,397,469$0199920142024YearValue
$3,184,869Latest year 2024

Participants Over Time

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

1370199920122024YearValue
10Latest 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
2024210$3,184,869$174,646$17,465iApproximate average salary by contribution assumption: employee only about $436,615 at 4% or $291,077 at 6%; with 50% employer match about $291,077 at 4% or $194,051 at 6%; with 100% employer match about $218,307 at 4% or $145,538 at 6%.
Richard and Richard, P.A. Profit Sharing 401(K) Plan-10$3,184,869$174,646$17,465iApproximate average salary by contribution assumption: employee only about $436,615 at 4% or $291,077 at 6%; with 50% employer match about $291,077 at 4% or $194,051 at 6%; with 100% employer match about $218,307 at 4% or $145,538 at 6%.
Richard and Richard, P.A. Cash Balance Plan-0$0$0-
202329$4,794,938$675,990$75,110iApproximate average salary by contribution assumption: employee only about $1,877,750 at 4% or $1,251,833 at 6%; with 50% employer match about $1,251,833 at 4% or $834,556 at 6%; with 100% employer match about $938,875 at 4% or $625,917 at 6%.
Richard and Richard, P.A. Profit Sharing 401(K) Plan-9$3,310,948$180,990$20,110iApproximate average salary by contribution assumption: employee only about $502,750 at 4% or $335,167 at 6%; with 50% employer match about $335,167 at 4% or $223,444 at 6%; with 100% employer match about $251,375 at 4% or $167,583 at 6%.
Richard and Richard, P.A. Cash Balance Plan-5$1,483,990$495,000$99,000iApproximate average salary by contribution assumption: employee only about $2,475,000 at 4% or $1,650,000 at 6%; with 50% employer match about $1,650,000 at 4% or $1,100,000 at 6%; with 100% employer match about $1,237,500 at 4% or $825,000 at 6%.
202228$3,632,171$575,392$71,924iApproximate average salary by contribution assumption: employee only about $1,798,100 at 4% or $1,198,733 at 6%; with 50% employer match about $1,198,733 at 4% or $799,156 at 6%; with 100% employer match about $899,050 at 4% or $599,367 at 6%.
Richard and Richard, P.A. Profit Sharing 401(K) Plan-8$2,674,316$94,838$11,855iApproximate average salary by contribution assumption: employee only about $296,369 at 4% or $197,579 at 6%; with 50% employer match about $197,579 at 4% or $131,719 at 6%; with 100% employer match about $148,184 at 4% or $98,790 at 6%.
Richard and Richard, P.A. Cash Balance Plan-4$957,855$480,554$120,139iApproximate average salary by contribution assumption: employee only about $3,003,463 at 4% or $2,002,308 at 6%; with 50% employer match about $2,002,308 at 4% or $1,334,872 at 6%; with 100% employer match about $1,501,731 at 4% or $1,001,154 at 6%.
202128$3,686,357$615,449$76,931iApproximate average salary by contribution assumption: employee only about $1,923,278 at 4% or $1,282,185 at 6%; with 50% employer match about $1,282,185 at 4% or $854,790 at 6%; with 100% employer match about $961,639 at 4% or $641,093 at 6%.
Richard and Richard, P.A. Profit Sharing 401(K) Plan-8$3,214,357$143,449$17,931iApproximate average salary by contribution assumption: employee only about $448,278 at 4% or $298,852 at 6%; with 50% employer match about $298,852 at 4% or $199,235 at 6%; with 100% employer match about $224,139 at 4% or $149,426 at 6%.
Richard and Richard, P.A. Cash Balance Plan-5$472,000$472,000$94,400iApproximate average salary by contribution assumption: employee only about $2,360,000 at 4% or $1,573,333 at 6%; with 50% employer match about $1,573,333 at 4% or $1,048,889 at 6%; with 100% employer match about $1,180,000 at 4% or $786,667 at 6%.
202019$2,748,823$126,144$14,016iApproximate average salary by contribution assumption: employee only about $350,400 at 4% or $233,600 at 6%; with 50% employer match about $233,600 at 4% or $155,733 at 6%; with 100% employer match about $175,200 at 4% or $116,800 at 6%.
Richard and Richard, P.A. Profit Sharing 401(K) Plan-9$2,748,823$126,144$14,016iApproximate average salary by contribution assumption: employee only about $350,400 at 4% or $233,600 at 6%; with 50% employer match about $233,600 at 4% or $155,733 at 6%; with 100% employer match about $175,200 at 4% or $116,800 at 6%.
201918$2,262,683$114,694$14,337iApproximate average salary by contribution assumption: employee only about $358,419 at 4% or $238,946 at 6%; with 50% employer match about $238,946 at 4% or $159,297 at 6%; with 100% employer match about $179,209 at 4% or $119,473 at 6%.
Richard and Richard, P.A. Profit Sharing 401(K) Plan-8$2,262,683$114,694$14,337iApproximate average salary by contribution assumption: employee only about $358,419 at 4% or $238,946 at 6%; with 50% employer match about $238,946 at 4% or $159,297 at 6%; with 100% employer match about $179,209 at 4% or $119,473 at 6%.
201818$1,873,315$115,539$14,442iApproximate average salary by contribution assumption: employee only about $361,059 at 4% or $240,706 at 6%; with 50% employer match about $240,706 at 4% or $160,471 at 6%; with 100% employer match about $180,530 at 4% or $120,353 at 6%.
Richard and Richard, P.A. Profit Sharing 401(K) Plan-8$1,873,315$115,539$14,442iApproximate average salary by contribution assumption: employee only about $361,059 at 4% or $240,706 at 6%; with 50% employer match about $240,706 at 4% or $160,471 at 6%; with 100% employer match about $180,530 at 4% or $120,353 at 6%.
201718$2,191,517$118,201$14,775iApproximate average salary by contribution assumption: employee only about $369,378 at 4% or $246,252 at 6%; with 50% employer match about $246,252 at 4% or $164,168 at 6%; with 100% employer match about $184,689 at 4% or $123,126 at 6%.
Richard and Richard, P.A. Profit Sharing 401(K) Plan-8$2,191,517$118,201$14,775iApproximate average salary by contribution assumption: employee only about $369,378 at 4% or $246,252 at 6%; with 50% employer match about $246,252 at 4% or $164,168 at 6%; with 100% employer match about $184,689 at 4% or $123,126 at 6%.
2016110$1,778,121$123,573$12,357iApproximate average salary by contribution assumption: employee only about $308,933 at 4% or $205,955 at 6%; with 50% employer match about $205,955 at 4% or $137,303 at 6%; with 100% employer match about $154,466 at 4% or $102,978 at 6%.
Richard and Richard, P.A. Profit Sharing 401(K) Plan-10$1,778,121$123,573$12,357iApproximate average salary by contribution assumption: employee only about $308,933 at 4% or $205,955 at 6%; with 50% employer match about $205,955 at 4% or $137,303 at 6%; with 100% employer match about $154,466 at 4% or $102,978 at 6%.
2015110$1,549,626$146,251$14,625iApproximate average salary by contribution assumption: employee only about $365,628 at 4% or $243,752 at 6%; with 50% employer match about $243,752 at 4% or $162,501 at 6%; with 100% employer match about $182,814 at 4% or $121,876 at 6%.
Richard and Richard, P.A. Profit Sharing 401(K) Plan-10$1,549,626$146,251$14,625iApproximate average salary by contribution assumption: employee only about $365,628 at 4% or $243,752 at 6%; with 50% employer match about $243,752 at 4% or $162,501 at 6%; with 100% employer match about $182,814 at 4% or $121,876 at 6%.
2014111$1,457,389$119,957$10,905iApproximate average salary by contribution assumption: employee only about $272,630 at 4% or $181,753 at 6%; with 50% employer match about $181,753 at 4% or $121,169 at 6%; with 100% employer match about $136,315 at 4% or $90,877 at 6%.
Richard and Richard, P.A. Profit Sharing 401(K) Plan-11$1,457,389$119,957$10,905iApproximate average salary by contribution assumption: employee only about $272,630 at 4% or $181,753 at 6%; with 50% employer match about $181,753 at 4% or $121,169 at 6%; with 100% employer match about $136,315 at 4% or $90,877 at 6%.
2013113$1,365,497$137,687$10,591iApproximate average salary by contribution assumption: employee only about $264,783 at 4% or $176,522 at 6%; with 50% employer match about $176,522 at 4% or $117,681 at 6%; with 100% employer match about $132,391 at 4% or $88,261 at 6%.
Richard and Richard, P.A. Profit Sharing 401(K) Plan-13$1,365,497$137,687$10,591iApproximate average salary by contribution assumption: employee only about $264,783 at 4% or $176,522 at 6%; with 50% employer match about $176,522 at 4% or $117,681 at 6%; with 100% employer match about $132,391 at 4% or $88,261 at 6%.
2012110$1,489,006$197,551$19,755iApproximate average salary by contribution assumption: employee only about $493,877 at 4% or $329,252 at 6%; with 50% employer match about $329,252 at 4% or $219,501 at 6%; with 100% employer match about $246,939 at 4% or $164,626 at 6%.
Richard and Richard, P.A. Profit Sharing 401(K) Plan-10$1,489,006$197,551$19,755iApproximate average salary by contribution assumption: employee only about $493,877 at 4% or $329,252 at 6%; with 50% employer match about $329,252 at 4% or $219,501 at 6%; with 100% employer match about $246,939 at 4% or $164,626 at 6%.
201119$1,125,689$89,749$9,972iApproximate average salary by contribution assumption: employee only about $249,303 at 4% or $166,202 at 6%; with 50% employer match about $166,202 at 4% or $110,801 at 6%; with 100% employer match about $124,651 at 4% or $83,101 at 6%.
Richard and Richard, P.A. Profit Sharing 401(K) Plan-9$1,125,689$89,749$9,972iApproximate average salary by contribution assumption: employee only about $249,303 at 4% or $166,202 at 6%; with 50% employer match about $166,202 at 4% or $110,801 at 6%; with 100% employer match about $124,651 at 4% or $83,101 at 6%.
201019$1,181,705$91,967$10,219iApproximate average salary by contribution assumption: employee only about $255,464 at 4% or $170,309 at 6%; with 50% employer match about $170,309 at 4% or $113,540 at 6%; with 100% employer match about $127,732 at 4% or $85,155 at 6%.
Richard and Richard, P.A. Profit Sharing 401(K) Plan-9$1,181,705$91,967$10,219iApproximate average salary by contribution assumption: employee only about $255,464 at 4% or $170,309 at 6%; with 50% employer match about $170,309 at 4% or $113,540 at 6%; with 100% employer match about $127,732 at 4% or $85,155 at 6%.
200919$979,952$86,224$9,580iApproximate average salary by contribution assumption: employee only about $239,511 at 4% or $159,674 at 6%; with 50% employer match about $159,674 at 4% or $106,449 at 6%; with 100% employer match about $119,756 at 4% or $79,837 at 6%.
Richard and Richard, P.A. Profit Sharing 401(K) Plan-9$979,952$86,224$9,580iApproximate average salary by contribution assumption: employee only about $239,511 at 4% or $159,674 at 6%; with 50% employer match about $159,674 at 4% or $106,449 at 6%; with 100% employer match about $119,756 at 4% or $79,837 at 6%.
2008112$770,445$74,216$6,185iApproximate average salary by contribution assumption: employee only about $154,617 at 4% or $103,078 at 6%; with 50% employer match about $103,078 at 4% or $68,719 at 6%; with 100% employer match about $77,308 at 4% or $51,539 at 6%.
Richard and Richard, P.A. Profit Sharing 401(K) Plan-12$770,445$74,216$6,185iApproximate average salary by contribution assumption: employee only about $154,617 at 4% or $103,078 at 6%; with 50% employer match about $103,078 at 4% or $68,719 at 6%; with 100% employer match about $77,308 at 4% or $51,539 at 6%.
2007111$0$0-
Richard and Richard, P.A. Profit Sharing 401(K) Plan-11---
200618$1,048,473$113,875$14,234iApproximate average salary by contribution assumption: employee only about $355,859 at 4% or $237,240 at 6%; with 50% employer match about $237,240 at 4% or $158,160 at 6%; with 100% employer match about $177,930 at 4% or $118,620 at 6%.
Richard and Richard, P.A. Profit Sharing 401(K) Plan-8$1,048,473$113,875$14,234iApproximate average salary by contribution assumption: employee only about $355,859 at 4% or $237,240 at 6%; with 50% employer match about $237,240 at 4% or $158,160 at 6%; with 100% employer match about $177,930 at 4% or $118,620 at 6%.
200519$828,843$85,610$9,512iApproximate average salary by contribution assumption: employee only about $237,806 at 4% or $158,537 at 6%; with 50% employer match about $158,537 at 4% or $105,691 at 6%; with 100% employer match about $118,903 at 4% or $79,269 at 6%.
Richard and Richard, P.A. Profit Sharing 401(K) Plan-9$828,843$85,610$9,512iApproximate average salary by contribution assumption: employee only about $237,806 at 4% or $158,537 at 6%; with 50% employer match about $158,537 at 4% or $105,691 at 6%; with 100% employer match about $118,903 at 4% or $79,269 at 6%.
2004110$687,494$93,984$9,398iApproximate average salary by contribution assumption: employee only about $234,960 at 4% or $156,640 at 6%; with 50% employer match about $156,640 at 4% or $104,427 at 6%; with 100% employer match about $117,480 at 4% or $78,320 at 6%.
Richard and Richard, P.A. Profit Sharing 401(K) Plan-10$687,494$93,984$9,398iApproximate average salary by contribution assumption: employee only about $234,960 at 4% or $156,640 at 6%; with 50% employer match about $156,640 at 4% or $104,427 at 6%; with 100% employer match about $117,480 at 4% or $78,320 at 6%.
200319$0$0-
Richard and Richard, P.A. Profit Sharing 401(K) Plan-9---
200217$377,715$89,272$12,753iApproximate average salary by contribution assumption: employee only about $318,829 at 4% or $212,552 at 6%; with 50% employer match about $212,552 at 4% or $141,702 at 6%; with 100% employer match about $159,414 at 4% or $106,276 at 6%.
Richard and Richard, P.A. Profit Sharing 401(K) Plan-7$377,715$89,272$12,753iApproximate average salary by contribution assumption: employee only about $318,829 at 4% or $212,552 at 6%; with 50% employer match about $212,552 at 4% or $141,702 at 6%; with 100% employer match about $159,414 at 4% or $106,276 at 6%.
2001110$0$0-
Richard and Richard, P.A. Profit Sharing 401(K) Plan-10---
2000112$0$0-
Richard and Richard, P.A. Profit Sharing 401(K) Plan-12---
1999113$241,004$53,533$4,118iApproximate average salary by contribution assumption: employee only about $102,948 at 4% or $68,632 at 6%; with 50% employer match about $68,632 at 4% or $45,755 at 6%; with 100% employer match about $51,474 at 4% or $34,316 at 6%.
Richard and Richard, P.A. Profit Sharing 401(K) Plan-13$241,004$53,533$4,118iApproximate average salary by contribution assumption: employee only about $102,948 at 4% or $68,632 at 6%; with 50% employer match about $68,632 at 4% or $45,755 at 6%; with 100% employer match about $51,474 at 4% or $34,316 at 6%.