Rivkind & Margulies, P.A.
Plan context: Rivkind & Margulies, P.A. 401(K) Plan
EIN 65-0206036 • Miami, FL • 32 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$1,596,865
2024 Contributions
$15,726
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 | 2 | 9 | $1,596,865 | $15,726 | $1,747iApproximate average salary by contribution assumption: employee only about $43,683 at 4% or $29,122 at 6%; with 50% employer match about $29,122 at 4% or $19,415 at 6%; with 100% employer match about $21,842 at 4% or $14,561 at 6%. |
| Rivkind & Margulies, P.A. 401(K) Plan | - | 9 | $809,373 | $15,726 | $1,747iApproximate average salary by contribution assumption: employee only about $43,683 at 4% or $29,122 at 6%; with 50% employer match about $29,122 at 4% or $19,415 at 6%; with 100% employer match about $21,842 at 4% or $14,561 at 6%. |
| RIVKIND & MARGULIES, P.A. CASH BALANCE PLAN | - | 4 | $787,492 | $0 | - |
| 2023 | 2 | 7 | $1,423,399 | $22,033 | $3,148iApproximate average salary by contribution assumption: employee only about $78,689 at 4% or $52,460 at 6%; with 50% employer match about $52,460 at 4% or $34,973 at 6%; with 100% employer match about $39,345 at 4% or $26,230 at 6%. |
| RIVKIND & MARGULIES, P.A. CASH BALANCE PLAN | - | 3 | $726,158 | $9,777 | $3,259iApproximate average salary by contribution assumption: employee only about $81,475 at 4% or $54,317 at 6%; with 50% employer match about $54,317 at 4% or $36,211 at 6%; with 100% employer match about $40,738 at 4% or $27,158 at 6%. |
| Rivkind & Margulies, P.A. 401(K) Plan | - | 7 | $697,241 | $12,256 | $1,751iApproximate average salary by contribution assumption: employee only about $43,771 at 4% or $29,181 at 6%; with 50% employer match about $29,181 at 4% or $19,454 at 6%; with 100% employer match about $21,886 at 4% or $14,590 at 6%. |
| 2022 | 2 | 7 | $1,259,086 | $26,729 | $3,818iApproximate average salary by contribution assumption: employee only about $95,461 at 4% or $63,640 at 6%; with 50% employer match about $63,640 at 4% or $42,427 at 6%; with 100% employer match about $47,730 at 4% or $31,820 at 6%. |
| RIVKIND & MARGULIES, P.A. CASH BALANCE PLAN | - | 4 | $670,082 | $7,135 | $1,784iApproximate average salary by contribution assumption: employee only about $44,594 at 4% or $29,729 at 6%; with 50% employer match about $29,729 at 4% or $19,819 at 6%; with 100% employer match about $22,297 at 4% or $14,865 at 6%. |
| Rivkind & Margulies, P.A. 401(K) Plan | - | 7 | $589,004 | $19,594 | $2,799iApproximate average salary by contribution assumption: employee only about $69,979 at 4% or $46,652 at 6%; with 50% employer match about $46,652 at 4% or $31,102 at 6%; with 100% employer match about $34,989 at 4% or $23,326 at 6%. |
| 2021 | 2 | 8 | $1,550,690 | $26,013 | $3,252iApproximate average salary by contribution assumption: employee only about $81,291 at 4% or $54,194 at 6%; with 50% employer match about $54,194 at 4% or $36,129 at 6%; with 100% employer match about $40,645 at 4% or $27,097 at 6%. |
| Rivkind & Margulies, P.A. 401(K) Plan | - | 8 | $802,817 | $26,013 | $3,252iApproximate average salary by contribution assumption: employee only about $81,291 at 4% or $54,194 at 6%; with 50% employer match about $54,194 at 4% or $36,129 at 6%; with 100% employer match about $40,645 at 4% or $27,097 at 6%. |
| RIVKIND & MARGULIES, P.A. CASH BALANCE PLAN | - | 5 | $747,873 | $0 | - |
| 2020 | 2 | 8 | $1,394,837 | $18,658 | $2,332iApproximate average salary by contribution assumption: employee only about $58,306 at 4% or $38,871 at 6%; with 50% employer match about $38,871 at 4% or $25,914 at 6%; with 100% employer match about $29,153 at 4% or $19,435 at 6%. |
| Rivkind & Margulies, P.A. 401(K) Plan | - | 8 | $710,310 | $18,658 | $2,332iApproximate average salary by contribution assumption: employee only about $58,306 at 4% or $38,871 at 6%; with 50% employer match about $38,871 at 4% or $25,914 at 6%; with 100% employer match about $29,153 at 4% or $19,435 at 6%. |
| RIVKIND & MARGULIES, P.A. CASH BALANCE PLAN | - | 5 | $684,527 | $0 | - |
| 2019 | 2 | 8 | $1,234,546 | $248,209 | $31,026iApproximate average salary by contribution assumption: employee only about $775,653 at 4% or $517,102 at 6%; with 50% employer match about $517,102 at 4% or $344,735 at 6%; with 100% employer match about $387,827 at 4% or $258,551 at 6%. |
| RIVKIND & MARGULIES, P.A. CASH BALANCE PLAN | - | 5 | $640,290 | $225,536 | $45,107iApproximate average salary by contribution assumption: employee only about $1,127,680 at 4% or $751,787 at 6%; with 50% employer match about $751,787 at 4% or $501,191 at 6%; with 100% employer match about $563,840 at 4% or $375,893 at 6%. |
| Rivkind & Margulies, P.A. 401(K) Plan | - | 8 | $594,256 | $22,673 | $2,834iApproximate average salary by contribution assumption: employee only about $70,853 at 4% or $47,235 at 6%; with 50% employer match about $47,235 at 4% or $31,490 at 6%; with 100% employer match about $35,427 at 4% or $23,618 at 6%. |
| 2018 | 2 | 7 | $925,114 | $332,640 | $47,520iApproximate average salary by contribution assumption: employee only about $1,188,000 at 4% or $792,000 at 6%; with 50% employer match about $792,000 at 4% or $528,000 at 6%; with 100% employer match about $594,000 at 4% or $396,000 at 6%. |
| Rivkind & Margulies, P.A. 401(K) Plan | - | 7 | $515,242 | $118,906 | $16,987iApproximate average salary by contribution assumption: employee only about $424,664 at 4% or $283,110 at 6%; with 50% employer match about $283,110 at 4% or $188,740 at 6%; with 100% employer match about $212,332 at 4% or $141,555 at 6%. |
| RIVKIND & MARGULIES, P.A. CASH BALANCE PLAN | - | 4 | $409,872 | $213,734 | $53,434iApproximate average salary by contribution assumption: employee only about $1,335,838 at 4% or $890,558 at 6%; with 50% employer match about $890,558 at 4% or $593,706 at 6%; with 100% employer match about $667,919 at 4% or $445,279 at 6%. |
| 2017 | 2 | 7 | $611,110 | $309,067 | $44,152iApproximate average salary by contribution assumption: employee only about $1,103,811 at 4% or $735,874 at 6%; with 50% employer match about $735,874 at 4% or $490,583 at 6%; with 100% employer match about $551,905 at 4% or $367,937 at 6%. |
| Rivkind & Margulies, P.A. 401(K) Plan | - | 7 | $416,428 | $114,385 | $16,341iApproximate average salary by contribution assumption: employee only about $408,518 at 4% or $272,345 at 6%; with 50% employer match about $272,345 at 4% or $181,563 at 6%; with 100% employer match about $204,259 at 4% or $136,173 at 6%. |
| RIVKIND & MARGULIES, P.A. CASH BALANCE PLAN | - | 4 | $194,682 | $194,682 | $48,671iApproximate average salary by contribution assumption: employee only about $1,216,763 at 4% or $811,175 at 6%; with 50% employer match about $811,175 at 4% or $540,783 at 6%; with 100% employer match about $608,381 at 4% or $405,588 at 6%. |
| 2016 | 1 | 7 | $282,917 | $106,342 | $15,192iApproximate average salary by contribution assumption: employee only about $379,793 at 4% or $253,195 at 6%; with 50% employer match about $253,195 at 4% or $168,797 at 6%; with 100% employer match about $189,896 at 4% or $126,598 at 6%. |
| Rivkind & Margulies, P.A. 401(K) Plan | - | 7 | $282,917 | $106,342 | $15,192iApproximate average salary by contribution assumption: employee only about $379,793 at 4% or $253,195 at 6%; with 50% employer match about $253,195 at 4% or $168,797 at 6%; with 100% employer match about $189,896 at 4% or $126,598 at 6%. |
| 2015 | 1 | 7 | $169,543 | $82,649 | $11,807iApproximate average salary by contribution assumption: employee only about $295,175 at 4% or $196,783 at 6%; with 50% employer match about $196,783 at 4% or $131,189 at 6%; with 100% employer match about $147,588 at 4% or $98,392 at 6%. |
| Rivkind & Margulies, P.A. 401(K) Plan | - | 7 | $169,543 | $82,649 | $11,807iApproximate average salary by contribution assumption: employee only about $295,175 at 4% or $196,783 at 6%; with 50% employer match about $196,783 at 4% or $131,189 at 6%; with 100% employer match about $147,588 at 4% or $98,392 at 6%. |
| 2014 | 1 | 7 | $86,941 | $86,941 | $12,420iApproximate average salary by contribution assumption: employee only about $310,504 at 4% or $207,002 at 6%; with 50% employer match about $207,002 at 4% or $138,002 at 6%; with 100% employer match about $155,252 at 4% or $103,501 at 6%. |
| Rivkind & Margulies, P.A. 401(K) Plan | - | 7 | $86,941 | $86,941 | $12,420iApproximate average salary by contribution assumption: employee only about $310,504 at 4% or $207,002 at 6%; with 50% employer match about $207,002 at 4% or $138,002 at 6%; with 100% employer match about $155,252 at 4% or $103,501 at 6%. |
| 2011 | 1 | 0 | $0 | -$6,178 | - |
| Rivkind & Margulies, P.A. 401(K) Plan | - | 0 | $0 | -$6,178 | - |
| 2010 | 1 | 3 | $247,605 | $0 | - |
| Rivkind & Margulies, P.A. 401(K) Plan | - | 3 | $247,605 | $0 | - |
| 2009 | 1 | 3 | $213,027 | $0 | - |
| Rivkind & Margulies, P.A. 401(K) Plan | - | 3 | $213,027 | $0 | - |
| 2008 | 1 | 7 | $167,538 | $0 | - |
| Rivkind & Margulies, P.A. 401(K) Plan | - | 7 | $167,538 | - | - |
| 2007 | 1 | 6 | $254,360 | $0 | - |
| Rivkind & Margulies, P.A. 401(K) Plan | - | 6 | $254,360 | - | - |
| 2006 | 1 | 6 | $232,817 | $0 | - |
| Rivkind & Margulies, P.A. 401(K) Plan | - | 6 | $232,817 | - | - |
| 2005 | 1 | 5 | $222,352 | $0 | - |
| Rivkind & Margulies, P.A. 401(K) Plan | - | 5 | $222,352 | - | - |
| 2004 | 1 | 5 | $201,334 | $0 | - |
| Rivkind & Margulies, P.A. 401(K) Plan | - | 5 | $201,334 | - | - |
| 2003 | 1 | 7 | $209,774 | $0 | - |
| Rivkind & Margulies, P.A. 401(K) Plan | - | 7 | $209,774 | - | - |
| 2002 | 1 | 4 | $174,097 | $0 | - |
| Rivkind & Margulies, P.A. 401(K) Plan | - | 4 | $174,097 | - | - |
| 2001 | 1 | 2 | $238,109 | $0 | - |
| Rivkind & Margulies, P.A. 401(K) Plan | - | 2 | $238,109 | - | - |
| 2000 | 1 | 3 | $307,261 | $39,180 | $13,060iApproximate average salary by contribution assumption: employee only about $326,500 at 4% or $217,667 at 6%; with 50% employer match about $217,667 at 4% or $145,111 at 6%; with 100% employer match about $163,250 at 4% or $108,833 at 6%. |
| Rivkind & Margulies, P.A. 401(K) Plan | - | 3 | $307,261 | $39,180 | $13,060iApproximate average salary by contribution assumption: employee only about $326,500 at 4% or $217,667 at 6%; with 50% employer match about $217,667 at 4% or $145,111 at 6%; with 100% employer match about $163,250 at 4% or $108,833 at 6%. |
| 1999 | 1 | 3 | $320,208 | $0 | - |
| Rivkind & Margulies, P.A. 401(K) Plan | - | 3 | $320,208 | - | - |