Civic Intelligence

Rodriguez, Trueba & Company

Plan context: Rodriguez, Trueba & Company 401K Plan

EIN 59-2738713 • Coral Gables, FL • 19 filings • 1 plans

2600 S Douglas Rd Ste 800Coral Gables, FL 33134-6149
Current Snapshot

Latest Year

2018

2018 Participants

26

2018 Assets

$1,487,123

2018 Contributions

$174,094

Historical Graphs

Total Assets Over Time

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

$1,487,123$743,562$0200020092018YearValue
$1,487,123Latest year 2018

Participants Over Time

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

26130200020092018YearValue
26Latest year 2018

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
2018126$1,487,123$174,094$6,696iApproximate average salary by contribution assumption: employee only about $167,398 at 4% or $111,599 at 6%; with 50% employer match about $111,599 at 4% or $74,399 at 6%; with 100% employer match about $83,699 at 4% or $55,799 at 6%.
Rodriguez, Trueba & Company 401K Plan-26$1,487,123$174,094$6,696iApproximate average salary by contribution assumption: employee only about $167,398 at 4% or $111,599 at 6%; with 50% employer match about $111,599 at 4% or $74,399 at 6%; with 100% employer match about $83,699 at 4% or $55,799 at 6%.
2017122$1,366,109$149,501$6,796iApproximate average salary by contribution assumption: employee only about $169,888 at 4% or $113,258 at 6%; with 50% employer match about $113,258 at 4% or $75,506 at 6%; with 100% employer match about $84,944 at 4% or $56,629 at 6%.
Rodriguez, Trueba & Company 401K Plan-22$1,366,109$149,501$6,796iApproximate average salary by contribution assumption: employee only about $169,888 at 4% or $113,258 at 6%; with 50% employer match about $113,258 at 4% or $75,506 at 6%; with 100% employer match about $84,944 at 4% or $56,629 at 6%.
2016122$1,132,688$141,705$6,441iApproximate average salary by contribution assumption: employee only about $161,028 at 4% or $107,352 at 6%; with 50% employer match about $107,352 at 4% or $71,568 at 6%; with 100% employer match about $80,514 at 4% or $53,676 at 6%.
Rodriguez, Trueba & Company 401K Plan-22$1,132,688$141,705$6,441iApproximate average salary by contribution assumption: employee only about $161,028 at 4% or $107,352 at 6%; with 50% employer match about $107,352 at 4% or $71,568 at 6%; with 100% employer match about $80,514 at 4% or $53,676 at 6%.
2015123$1,104,319$134,845$5,863iApproximate average salary by contribution assumption: employee only about $146,571 at 4% or $97,714 at 6%; with 50% employer match about $97,714 at 4% or $65,143 at 6%; with 100% employer match about $73,285 at 4% or $48,857 at 6%.
Rodriguez, Trueba & Company 401K Plan-23$1,104,319$134,845$5,863iApproximate average salary by contribution assumption: employee only about $146,571 at 4% or $97,714 at 6%; with 50% employer match about $97,714 at 4% or $65,143 at 6%; with 100% employer match about $73,285 at 4% or $48,857 at 6%.
2014121$1,013,933$130,786$6,228iApproximate average salary by contribution assumption: employee only about $155,698 at 4% or $103,798 at 6%; with 50% employer match about $103,798 at 4% or $69,199 at 6%; with 100% employer match about $77,849 at 4% or $51,899 at 6%.
Rodriguez, Trueba & Company 401K Plan-21$1,013,933$130,786$6,228iApproximate average salary by contribution assumption: employee only about $155,698 at 4% or $103,798 at 6%; with 50% employer match about $103,798 at 4% or $69,199 at 6%; with 100% employer match about $77,849 at 4% or $51,899 at 6%.
2013121$863,697$132,254$6,298iApproximate average salary by contribution assumption: employee only about $157,445 at 4% or $104,963 at 6%; with 50% employer match about $104,963 at 4% or $69,976 at 6%; with 100% employer match about $78,723 at 4% or $52,482 at 6%.
Rodriguez, Trueba & Company 401K Plan-21$863,697$132,254$6,298iApproximate average salary by contribution assumption: employee only about $157,445 at 4% or $104,963 at 6%; with 50% employer match about $104,963 at 4% or $69,976 at 6%; with 100% employer match about $78,723 at 4% or $52,482 at 6%.
2012118$653,469$107,299$5,961iApproximate average salary by contribution assumption: employee only about $149,026 at 4% or $99,351 at 6%; with 50% employer match about $99,351 at 4% or $66,234 at 6%; with 100% employer match about $74,513 at 4% or $49,675 at 6%.
Rodriguez, Trueba & Company 401K Plan-18$653,469$107,299$5,961iApproximate average salary by contribution assumption: employee only about $149,026 at 4% or $99,351 at 6%; with 50% employer match about $99,351 at 4% or $66,234 at 6%; with 100% employer match about $74,513 at 4% or $49,675 at 6%.
2011117$563,069$80,715$4,748iApproximate average salary by contribution assumption: employee only about $118,699 at 4% or $79,132 at 6%; with 50% employer match about $79,132 at 4% or $52,755 at 6%; with 100% employer match about $59,349 at 4% or $39,566 at 6%.
Rodriguez, Trueba & Company 401K Plan-17$563,069$80,715$4,748iApproximate average salary by contribution assumption: employee only about $118,699 at 4% or $79,132 at 6%; with 50% employer match about $79,132 at 4% or $52,755 at 6%; with 100% employer match about $59,349 at 4% or $39,566 at 6%.
2010118$603,643$85,058$4,725iApproximate average salary by contribution assumption: employee only about $118,136 at 4% or $78,757 at 6%; with 50% employer match about $78,757 at 4% or $52,505 at 6%; with 100% employer match about $59,068 at 4% or $39,379 at 6%.
Rodriguez, Trueba & Company 401K Plan-18$603,643$85,058$4,725iApproximate average salary by contribution assumption: employee only about $118,136 at 4% or $78,757 at 6%; with 50% employer match about $78,757 at 4% or $52,505 at 6%; with 100% employer match about $59,068 at 4% or $39,379 at 6%.
2009118$466,347$97,034$5,391iApproximate average salary by contribution assumption: employee only about $134,769 at 4% or $89,846 at 6%; with 50% employer match about $89,846 at 4% or $59,898 at 6%; with 100% employer match about $67,385 at 4% or $44,923 at 6%.
Rodriguez, Trueba & Company 401K Plan-18$466,347$97,034$5,391iApproximate average salary by contribution assumption: employee only about $134,769 at 4% or $89,846 at 6%; with 50% employer match about $89,846 at 4% or $59,898 at 6%; with 100% employer match about $67,385 at 4% or $44,923 at 6%.
2008118$311,218$89,029$4,946iApproximate average salary by contribution assumption: employee only about $123,651 at 4% or $82,434 at 6%; with 50% employer match about $82,434 at 4% or $54,956 at 6%; with 100% employer match about $61,826 at 4% or $41,217 at 6%.
Rodriguez, Trueba & Company 401K Plan-18$311,218$89,029$4,946iApproximate average salary by contribution assumption: employee only about $123,651 at 4% or $82,434 at 6%; with 50% employer match about $82,434 at 4% or $54,956 at 6%; with 100% employer match about $61,826 at 4% or $41,217 at 6%.
2007115$421,326$70,097$4,673iApproximate average salary by contribution assumption: employee only about $116,828 at 4% or $77,886 at 6%; with 50% employer match about $77,886 at 4% or $51,924 at 6%; with 100% employer match about $58,414 at 4% or $38,943 at 6%.
Rodriguez, Trueba & Company 401K Plan-15$421,326$70,097$4,673iApproximate average salary by contribution assumption: employee only about $116,828 at 4% or $77,886 at 6%; with 50% employer match about $77,886 at 4% or $51,924 at 6%; with 100% employer match about $58,414 at 4% or $38,943 at 6%.
2006114$347,218$37,662$2,690iApproximate average salary by contribution assumption: employee only about $67,254 at 4% or $44,836 at 6%; with 50% employer match about $44,836 at 4% or $29,890 at 6%; with 100% employer match about $33,627 at 4% or $22,418 at 6%.
Rodriguez, Trueba & Company 401K Plan-14$347,218$37,662$2,690iApproximate average salary by contribution assumption: employee only about $67,254 at 4% or $44,836 at 6%; with 50% employer match about $44,836 at 4% or $29,890 at 6%; with 100% employer match about $33,627 at 4% or $22,418 at 6%.
200519$250,522$58,550$6,506iApproximate average salary by contribution assumption: employee only about $162,639 at 4% or $108,426 at 6%; with 50% employer match about $108,426 at 4% or $72,284 at 6%; with 100% employer match about $81,319 at 4% or $54,213 at 6%.
Rodriguez, Trueba & Company 401K Plan-9$250,522$58,550$6,506iApproximate average salary by contribution assumption: employee only about $162,639 at 4% or $108,426 at 6%; with 50% employer match about $108,426 at 4% or $72,284 at 6%; with 100% employer match about $81,319 at 4% or $54,213 at 6%.
2004111$190,733$53,072$4,825iApproximate average salary by contribution assumption: employee only about $120,618 at 4% or $80,412 at 6%; with 50% employer match about $80,412 at 4% or $53,608 at 6%; with 100% employer match about $60,309 at 4% or $40,206 at 6%.
Rodriguez, Trueba & Company 401K Plan-11$190,733$53,072$4,825iApproximate average salary by contribution assumption: employee only about $120,618 at 4% or $80,412 at 6%; with 50% employer match about $80,412 at 4% or $53,608 at 6%; with 100% employer match about $60,309 at 4% or $40,206 at 6%.
2003112$127,575$42,214$3,518iApproximate average salary by contribution assumption: employee only about $87,946 at 4% or $58,631 at 6%; with 50% employer match about $58,631 at 4% or $39,087 at 6%; with 100% employer match about $43,973 at 4% or $29,315 at 6%.
Rodriguez, Trueba & Company 401K Plan-12$127,575$42,214$3,518iApproximate average salary by contribution assumption: employee only about $87,946 at 4% or $58,631 at 6%; with 50% employer match about $58,631 at 4% or $39,087 at 6%; with 100% employer match about $43,973 at 4% or $29,315 at 6%.
2002112$66,409$41,998$3,500iApproximate average salary by contribution assumption: employee only about $87,496 at 4% or $58,331 at 6%; with 50% employer match about $58,331 at 4% or $38,887 at 6%; with 100% employer match about $43,748 at 4% or $29,165 at 6%.
Rodriguez, Trueba & Company 401K Plan-12$66,409$41,998$3,500iApproximate average salary by contribution assumption: employee only about $87,496 at 4% or $58,331 at 6%; with 50% employer match about $58,331 at 4% or $38,887 at 6%; with 100% employer match about $43,748 at 4% or $29,165 at 6%.
2001110$37,724$35,203$3,520iApproximate average salary by contribution assumption: employee only about $88,008 at 4% or $58,672 at 6%; with 50% employer match about $58,672 at 4% or $39,114 at 6%; with 100% employer match about $44,004 at 4% or $29,336 at 6%.
Rodriguez, Trueba & Company 401K Plan-10$37,724$35,203$3,520iApproximate average salary by contribution assumption: employee only about $88,008 at 4% or $58,672 at 6%; with 50% employer match about $58,672 at 4% or $39,114 at 6%; with 100% employer match about $44,004 at 4% or $29,336 at 6%.
200019$4,349$4,748$528iApproximate average salary by contribution assumption: employee only about $13,189 at 4% or $8,793 at 6%; with 50% employer match about $8,793 at 4% or $5,862 at 6%; with 100% employer match about $6,594 at 4% or $4,396 at 6%.
Rodriguez, Trueba & Company 401K Plan-9$4,349$4,748$528iApproximate average salary by contribution assumption: employee only about $13,189 at 4% or $8,793 at 6%; with 50% employer match about $8,793 at 4% or $5,862 at 6%; with 100% employer match about $6,594 at 4% or $4,396 at 6%.