Rue & Ziffra, P.A.
Plan context: Rue & Ziffra, P.A. 401(K) Plan
EIN 59-3154090 • Port Orange, FL • 16 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
42
2024 Assets
$5,301,399
2024 Contributions
$329,792
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 42 | $5,301,399 | $329,792 | $7,852iApproximate average salary by contribution assumption: employee only about $196,305 at 4% or $130,870 at 6%; with 50% employer match about $130,870 at 4% or $87,247 at 6%; with 100% employer match about $98,152 at 4% or $65,435 at 6%. |
| Rue & Ziffra, P.A. 401(K) Plan | - | 42 | $5,301,399 | $329,792 | $7,852iApproximate average salary by contribution assumption: employee only about $196,305 at 4% or $130,870 at 6%; with 50% employer match about $130,870 at 4% or $87,247 at 6%; with 100% employer match about $98,152 at 4% or $65,435 at 6%. |
| 2023 | 1 | 45 | $4,517,216 | $325,119 | $7,225iApproximate average salary by contribution assumption: employee only about $180,622 at 4% or $120,414 at 6%; with 50% employer match about $120,414 at 4% or $80,276 at 6%; with 100% employer match about $90,311 at 4% or $60,207 at 6%. |
| Rue & Ziffra, P.A. 401(K) Plan | - | 45 | $4,517,216 | $325,119 | $7,225iApproximate average salary by contribution assumption: employee only about $180,622 at 4% or $120,414 at 6%; with 50% employer match about $120,414 at 4% or $80,276 at 6%; with 100% employer match about $90,311 at 4% or $60,207 at 6%. |
| 2022 | 1 | 45 | $3,730,685 | $306,229 | $6,805iApproximate average salary by contribution assumption: employee only about $170,127 at 4% or $113,418 at 6%; with 50% employer match about $113,418 at 4% or $75,612 at 6%; with 100% employer match about $85,064 at 4% or $56,709 at 6%. |
| Rue & Ziffra, P.A. 401(K) Plan | - | 45 | $3,730,685 | $306,229 | $6,805iApproximate average salary by contribution assumption: employee only about $170,127 at 4% or $113,418 at 6%; with 50% employer match about $113,418 at 4% or $75,612 at 6%; with 100% employer match about $85,064 at 4% or $56,709 at 6%. |
| 2021 | 1 | 45 | $4,156,148 | $302,398 | $6,720iApproximate average salary by contribution assumption: employee only about $167,999 at 4% or $111,999 at 6%; with 50% employer match about $111,999 at 4% or $74,666 at 6%; with 100% employer match about $83,999 at 4% or $56,000 at 6%. |
| Rue & Ziffra, P.A. 401(K) Plan | - | 45 | $4,156,148 | $302,398 | $6,720iApproximate average salary by contribution assumption: employee only about $167,999 at 4% or $111,999 at 6%; with 50% employer match about $111,999 at 4% or $74,666 at 6%; with 100% employer match about $83,999 at 4% or $56,000 at 6%. |
| 2020 | 1 | 43 | $3,539,796 | $260,153 | $6,050iApproximate average salary by contribution assumption: employee only about $151,252 at 4% or $100,834 at 6%; with 50% employer match about $100,834 at 4% or $67,223 at 6%; with 100% employer match about $75,626 at 4% or $50,417 at 6%. |
| Rue & Ziffra, P.A. 401(K) Plan | - | 43 | $3,539,796 | $260,153 | $6,050iApproximate average salary by contribution assumption: employee only about $151,252 at 4% or $100,834 at 6%; with 50% employer match about $100,834 at 4% or $67,223 at 6%; with 100% employer match about $75,626 at 4% or $50,417 at 6%. |
| 2019 | 1 | 47 | $3,085,559 | $210,708 | $4,483iApproximate average salary by contribution assumption: employee only about $112,079 at 4% or $74,719 at 6%; with 50% employer match about $74,719 at 4% or $49,813 at 6%; with 100% employer match about $56,039 at 4% or $37,360 at 6%. |
| Rue & Ziffra, P.A. 401(K) Plan | - | 47 | $3,085,559 | $210,708 | $4,483iApproximate average salary by contribution assumption: employee only about $112,079 at 4% or $74,719 at 6%; with 50% employer match about $74,719 at 4% or $49,813 at 6%; with 100% employer match about $56,039 at 4% or $37,360 at 6%. |
| 2018 | 1 | 37 | $2,334,276 | $175,782 | $4,751iApproximate average salary by contribution assumption: employee only about $118,772 at 4% or $79,181 at 6%; with 50% employer match about $79,181 at 4% or $52,787 at 6%; with 100% employer match about $59,386 at 4% or $39,591 at 6%. |
| Rue & Ziffra, P.A. 401(K) Plan | - | 37 | $2,334,276 | $175,782 | $4,751iApproximate average salary by contribution assumption: employee only about $118,772 at 4% or $79,181 at 6%; with 50% employer match about $79,181 at 4% or $52,787 at 6%; with 100% employer match about $59,386 at 4% or $39,591 at 6%. |
| 2017 | 1 | 32 | $2,348,909 | $223,375 | $6,980iApproximate average salary by contribution assumption: employee only about $174,512 at 4% or $116,341 at 6%; with 50% employer match about $116,341 at 4% or $77,561 at 6%; with 100% employer match about $87,256 at 4% or $58,171 at 6%. |
| Rue & Ziffra, P.A. 401(K) Plan | - | 32 | $2,348,909 | $223,375 | $6,980iApproximate average salary by contribution assumption: employee only about $174,512 at 4% or $116,341 at 6%; with 50% employer match about $116,341 at 4% or $77,561 at 6%; with 100% employer match about $87,256 at 4% or $58,171 at 6%. |
| 2016 | 1 | 29 | $1,766,274 | $174,720 | $6,025iApproximate average salary by contribution assumption: employee only about $150,621 at 4% or $100,414 at 6%; with 50% employer match about $100,414 at 4% or $66,943 at 6%; with 100% employer match about $75,310 at 4% or $50,207 at 6%. |
| Rue & Ziffra, P.A. 401(K) Plan | - | 29 | $1,766,274 | $174,720 | $6,025iApproximate average salary by contribution assumption: employee only about $150,621 at 4% or $100,414 at 6%; with 50% employer match about $100,414 at 4% or $66,943 at 6%; with 100% employer match about $75,310 at 4% or $50,207 at 6%. |
| 2015 | 1 | 31 | $1,586,202 | $188,394 | $6,077iApproximate average salary by contribution assumption: employee only about $151,931 at 4% or $101,287 at 6%; with 50% employer match about $101,287 at 4% or $67,525 at 6%; with 100% employer match about $75,965 at 4% or $50,644 at 6%. |
| Rue & Ziffra, P.A. 401(K) Plan | - | 31 | $1,586,202 | $188,394 | $6,077iApproximate average salary by contribution assumption: employee only about $151,931 at 4% or $101,287 at 6%; with 50% employer match about $101,287 at 4% or $67,525 at 6%; with 100% employer match about $75,965 at 4% or $50,644 at 6%. |
| 2014 | 1 | 33 | $1,440,268 | $220,360 | $6,678iApproximate average salary by contribution assumption: employee only about $166,939 at 4% or $111,293 at 6%; with 50% employer match about $111,293 at 4% or $74,195 at 6%; with 100% employer match about $83,470 at 4% or $55,646 at 6%. |
| Rue & Ziffra, P.A. 401(K) Plan | - | 33 | $1,440,268 | $220,360 | $6,678iApproximate average salary by contribution assumption: employee only about $166,939 at 4% or $111,293 at 6%; with 50% employer match about $111,293 at 4% or $74,195 at 6%; with 100% employer match about $83,470 at 4% or $55,646 at 6%. |
| 2013 | 1 | 34 | $1,197,358 | $234,827 | $6,907iApproximate average salary by contribution assumption: employee only about $172,667 at 4% or $115,111 at 6%; with 50% employer match about $115,111 at 4% or $76,741 at 6%; with 100% employer match about $86,333 at 4% or $57,556 at 6%. |
| Rue & Ziffra, P.A. 401(K) Plan | - | 34 | $1,197,358 | $234,827 | $6,907iApproximate average salary by contribution assumption: employee only about $172,667 at 4% or $115,111 at 6%; with 50% employer match about $115,111 at 4% or $76,741 at 6%; with 100% employer match about $86,333 at 4% or $57,556 at 6%. |
| 2012 | 1 | 35 | $819,960 | $190,525 | $5,444iApproximate average salary by contribution assumption: employee only about $136,089 at 4% or $90,726 at 6%; with 50% employer match about $90,726 at 4% or $60,484 at 6%; with 100% employer match about $68,045 at 4% or $45,363 at 6%. |
| Rue & Ziffra, P.A. 401(K) Plan | - | 35 | $819,960 | $190,525 | $5,444iApproximate average salary by contribution assumption: employee only about $136,089 at 4% or $90,726 at 6%; with 50% employer match about $90,726 at 4% or $60,484 at 6%; with 100% employer match about $68,045 at 4% or $45,363 at 6%. |
| 2011 | 1 | 26 | $559,528 | $172,900 | $6,650iApproximate average salary by contribution assumption: employee only about $166,250 at 4% or $110,833 at 6%; with 50% employer match about $110,833 at 4% or $73,889 at 6%; with 100% employer match about $83,125 at 4% or $55,417 at 6%. |
| Rue & Ziffra, P.A. 401(K) Plan | - | 26 | $559,528 | $172,900 | $6,650iApproximate average salary by contribution assumption: employee only about $166,250 at 4% or $110,833 at 6%; with 50% employer match about $110,833 at 4% or $73,889 at 6%; with 100% employer match about $83,125 at 4% or $55,417 at 6%. |
| 2010 | 1 | 25 | $444,163 | $177,658 | $7,106iApproximate average salary by contribution assumption: employee only about $177,658 at 4% or $118,439 at 6%; with 50% employer match about $118,439 at 4% or $78,959 at 6%; with 100% employer match about $88,829 at 4% or $59,219 at 6%. |
| Rue & Ziffra, P.A. 401(K) Plan | - | 25 | $444,163 | $177,658 | $7,106iApproximate average salary by contribution assumption: employee only about $177,658 at 4% or $118,439 at 6%; with 50% employer match about $118,439 at 4% or $78,959 at 6%; with 100% employer match about $88,829 at 4% or $59,219 at 6%. |
| 2009 | 1 | 24 | $231,649 | $178,926 | $7,455iApproximate average salary by contribution assumption: employee only about $186,381 at 4% or $124,254 at 6%; with 50% employer match about $124,254 at 4% or $82,836 at 6%; with 100% employer match about $93,191 at 4% or $62,127 at 6%. |
| Rue & Ziffra, P.A. 401(K) Plan | - | 24 | $231,649 | $178,926 | $7,455iApproximate average salary by contribution assumption: employee only about $186,381 at 4% or $124,254 at 6%; with 50% employer match about $124,254 at 4% or $82,836 at 6%; with 100% employer match about $93,191 at 4% or $62,127 at 6%. |