Civic Intelligence

T R Financial Services

Plan context: Tom Rambo Financial Services Money Purchase Keogh Plan

EIN 68-0001839 • Stockton, CA • 35 filings • 4 plans

3031 W March Lane Suite 212 WestStockton, CA 95219-0000
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$743,544

2020 Contributions

$61,270

Historical Graphs

Total Assets Over Time

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

$3,711,442$1,855,721$0199920102019YearValue
$743,544Latest year 2019

Participants Over Time

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

210199920092019YearValue
2Latest year 2019

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
202010$0$0-
Tom Rambo Financial Services Money Purchase Keogh Plan-0$0--
201912$743,544$61,270$30,635iApproximate average salary by contribution assumption: employee only about $765,875 at 4% or $510,583 at 6%; with 50% employer match about $510,583 at 4% or $340,389 at 6%; with 100% employer match about $382,938 at 4% or $255,292 at 6%.
Tom Rambo Financial Services Money Purchase Keogh Plan-2$743,544$61,270$30,635iApproximate average salary by contribution assumption: employee only about $765,875 at 4% or $510,583 at 6%; with 50% employer match about $510,583 at 4% or $340,389 at 6%; with 100% employer match about $382,938 at 4% or $255,292 at 6%.
201812$1,925,957$59,969$29,985iApproximate average salary by contribution assumption: employee only about $749,613 at 4% or $499,742 at 6%; with 50% employer match about $499,742 at 4% or $333,161 at 6%; with 100% employer match about $374,806 at 4% or $249,871 at 6%.
Tom Rambo Financial Services Money Purchase Keogh Plan-2$1,925,957$59,969$29,985iApproximate average salary by contribution assumption: employee only about $749,613 at 4% or $499,742 at 6%; with 50% employer match about $499,742 at 4% or $333,161 at 6%; with 100% employer match about $374,806 at 4% or $249,871 at 6%.
201712$2,133,859$57,610$28,805iApproximate average salary by contribution assumption: employee only about $720,125 at 4% or $480,083 at 6%; with 50% employer match about $480,083 at 4% or $320,056 at 6%; with 100% employer match about $360,063 at 4% or $240,042 at 6%.
Tom Rambo Financial Services Money Purchase Keogh Plan-2$2,133,859$57,610$28,805iApproximate average salary by contribution assumption: employee only about $720,125 at 4% or $480,083 at 6%; with 50% employer match about $480,083 at 4% or $320,056 at 6%; with 100% employer match about $360,063 at 4% or $240,042 at 6%.
201622$1,691,611$62,100$31,050iApproximate average salary by contribution assumption: employee only about $776,250 at 4% or $517,500 at 6%; with 50% employer match about $517,500 at 4% or $345,000 at 6%; with 100% employer match about $388,125 at 4% or $258,750 at 6%.
Tom Rambo Financial Services Money Purchase Keogh Plan-2$1,691,611--
TR FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN-0$0$62,100-
201522$3,711,442$207,000$103,500iApproximate average salary by contribution assumption: employee only about $2,587,500 at 4% or $1,725,000 at 6%; with 50% employer match about $1,725,000 at 4% or $1,150,000 at 6%; with 100% employer match about $1,293,750 at 4% or $862,500 at 6%.
TR FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN-2$2,128,460$207,000$103,500iApproximate average salary by contribution assumption: employee only about $2,587,500 at 4% or $1,725,000 at 6%; with 50% employer match about $1,725,000 at 4% or $1,150,000 at 6%; with 100% employer match about $1,293,750 at 4% or $862,500 at 6%.
Tom Rambo Financial Services Money Purchase Keogh Plan-2$1,582,982$0-
201422$3,588,551$211,915$105,958iApproximate average salary by contribution assumption: employee only about $2,648,938 at 4% or $1,765,958 at 6%; with 50% employer match about $1,765,958 at 4% or $1,177,306 at 6%; with 100% employer match about $1,324,469 at 4% or $882,979 at 6%.
TR FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN-2$2,038,424$211,915$105,958iApproximate average salary by contribution assumption: employee only about $2,648,938 at 4% or $1,765,958 at 6%; with 50% employer match about $1,765,958 at 4% or $1,177,306 at 6%; with 100% employer match about $1,324,469 at 4% or $882,979 at 6%.
Tom Rambo Financial Services Money Purchase Keogh Plan-2$1,550,127$0-
201322$3,191,852$132,041$66,021iApproximate average salary by contribution assumption: employee only about $1,650,513 at 4% or $1,100,342 at 6%; with 50% employer match about $1,100,342 at 4% or $733,561 at 6%; with 100% employer match about $825,256 at 4% or $550,171 at 6%.
TR FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN-2$1,777,385$131,941$65,971iApproximate average salary by contribution assumption: employee only about $1,649,263 at 4% or $1,099,508 at 6%; with 50% employer match about $1,099,508 at 4% or $733,006 at 6%; with 100% employer match about $824,631 at 4% or $549,754 at 6%.
Tom Rambo Financial Services Money Purchase Keogh Plan-2$1,414,467$100$50iApproximate average salary by contribution assumption: employee only about $1,250 at 4% or $833 at 6%; with 50% employer match about $833 at 4% or $556 at 6%; with 100% employer match about $625 at 4% or $417 at 6%.
201222$2,481,400$110,470$55,235iApproximate average salary by contribution assumption: employee only about $1,380,875 at 4% or $920,583 at 6%; with 50% employer match about $920,583 at 4% or $613,722 at 6%; with 100% employer match about $690,438 at 4% or $460,292 at 6%.
TR FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN-2$1,369,231$110,470$55,235iApproximate average salary by contribution assumption: employee only about $1,380,875 at 4% or $920,583 at 6%; with 50% employer match about $920,583 at 4% or $613,722 at 6%; with 100% employer match about $690,438 at 4% or $460,292 at 6%.
Tom Rambo Financial Services Money Purchase Keogh Plan-2$1,112,169--
201122$2,072,786$135,000$67,500iApproximate average salary by contribution assumption: employee only about $1,687,500 at 4% or $1,125,000 at 6%; with 50% employer match about $1,125,000 at 4% or $750,000 at 6%; with 100% employer match about $843,750 at 4% or $562,500 at 6%.
TR FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN-2$1,124,948$135,000$67,500iApproximate average salary by contribution assumption: employee only about $1,687,500 at 4% or $1,125,000 at 6%; with 50% employer match about $1,125,000 at 4% or $750,000 at 6%; with 100% employer match about $843,750 at 4% or $562,500 at 6%.
Tom Rambo Financial Services Money Purchase Keogh Plan-2$947,838--
201022$2,147,129$267,452$133,726iApproximate average salary by contribution assumption: employee only about $3,343,150 at 4% or $2,228,767 at 6%; with 50% employer match about $2,228,767 at 4% or $1,485,844 at 6%; with 100% employer match about $1,671,575 at 4% or $1,114,383 at 6%.
TR FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN-2$1,127,516$267,452$133,726iApproximate average salary by contribution assumption: employee only about $3,343,150 at 4% or $2,228,767 at 6%; with 50% employer match about $2,228,767 at 4% or $1,485,844 at 6%; with 100% employer match about $1,671,575 at 4% or $1,114,383 at 6%.
Tom Rambo Financial Services Money Purchase Keogh Plan-2$1,019,613--
200922$1,604,442$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Tom Rambo Financial Services Money Purchase Keogh Plan-2$868,443--
TR FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN-2$735,999$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
200822$1,052,430$130,000$65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%.
Tom Rambo Financial Services Money Purchase Keogh Plan-2$618,897--
TR FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN-2$433,533$130,000$65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%.
200722$0$0-
Tom Rambo Financial Services Money Purchase Keogh Plan-2---
TR FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN-2---
200622$1,348,500$133,777$66,889iApproximate average salary by contribution assumption: employee only about $1,672,213 at 4% or $1,114,808 at 6%; with 50% employer match about $1,114,808 at 4% or $743,206 at 6%; with 100% employer match about $836,106 at 4% or $557,404 at 6%.
Tom Rambo Financial Services Money Purchase Keogh Plan-2$952,402--
TR FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN-2$396,098$133,777$66,889iApproximate average salary by contribution assumption: employee only about $1,672,213 at 4% or $1,114,808 at 6%; with 50% employer match about $1,114,808 at 4% or $743,206 at 6%; with 100% employer match about $836,106 at 4% or $557,404 at 6%.
200522$1,053,127$108,435$54,218iApproximate average salary by contribution assumption: employee only about $1,355,438 at 4% or $903,625 at 6%; with 50% employer match about $903,625 at 4% or $602,417 at 6%; with 100% employer match about $677,719 at 4% or $451,813 at 6%.
Tom Rambo Financial Services Money Purchase Keogh Plan-2$821,561--
TR FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN-2$231,566$108,435$54,218iApproximate average salary by contribution assumption: employee only about $1,355,438 at 4% or $903,625 at 6%; with 50% employer match about $903,625 at 4% or $602,417 at 6%; with 100% employer match about $677,719 at 4% or $451,813 at 6%.
200422$860,316$108,441$54,221iApproximate average salary by contribution assumption: employee only about $1,355,513 at 4% or $903,675 at 6%; with 50% employer match about $903,675 at 4% or $602,450 at 6%; with 100% employer match about $677,756 at 4% or $451,838 at 6%.
Tom Rambo Financial Services Money Purchase Keogh Plan-0$751,875--
TR FINANCIAL SERVICES DEFINED BENEFIT PENSION PLAN-2$108,441$108,441$54,221iApproximate average salary by contribution assumption: employee only about $1,355,513 at 4% or $903,675 at 6%; with 50% employer match about $903,675 at 4% or $602,450 at 6%; with 100% employer match about $677,756 at 4% or $451,838 at 6%.
200312$668,605$43,995$21,998iApproximate average salary by contribution assumption: employee only about $549,938 at 4% or $366,625 at 6%; with 50% employer match about $366,625 at 4% or $244,417 at 6%; with 100% employer match about $274,969 at 4% or $183,313 at 6%.
Tom Rambo Financial Services Money Purchase Keogh Plan-2$668,605$43,995$21,998iApproximate average salary by contribution assumption: employee only about $549,938 at 4% or $366,625 at 6%; with 50% employer match about $366,625 at 4% or $244,417 at 6%; with 100% employer match about $274,969 at 4% or $183,313 at 6%.
200212$476,954$27,239$13,620iApproximate average salary by contribution assumption: employee only about $340,488 at 4% or $226,992 at 6%; with 50% employer match about $226,992 at 4% or $151,328 at 6%; with 100% employer match about $170,244 at 4% or $113,496 at 6%.
Tom Rambo Financial Services Money Purchase Keogh Plan-2$476,954$27,239$13,620iApproximate average salary by contribution assumption: employee only about $340,488 at 4% or $226,992 at 6%; with 50% employer match about $226,992 at 4% or $151,328 at 6%; with 100% employer match about $170,244 at 4% or $113,496 at 6%.
200112$0$0-
Tom Rambo Financial Services Money Purchase Keogh Plan-2---
200012$662,330$33,674$16,837iApproximate average salary by contribution assumption: employee only about $420,925 at 4% or $280,617 at 6%; with 50% employer match about $280,617 at 4% or $187,078 at 6%; with 100% employer match about $210,463 at 4% or $140,308 at 6%.
Tom Rambo Financial Services Money Purchase Keogh Plan-2$662,330$33,674$16,837iApproximate average salary by contribution assumption: employee only about $420,925 at 4% or $280,617 at 6%; with 50% employer match about $280,617 at 4% or $187,078 at 6%; with 100% employer match about $210,463 at 4% or $140,308 at 6%.
199912$717,814$32,935$16,468iApproximate average salary by contribution assumption: employee only about $411,688 at 4% or $274,458 at 6%; with 50% employer match about $274,458 at 4% or $182,972 at 6%; with 100% employer match about $205,844 at 4% or $137,229 at 6%.
Tom Rambo Financial Services Money Purchase Keogh Plan-2$717,814$32,935$16,468iApproximate average salary by contribution assumption: employee only about $411,688 at 4% or $274,458 at 6%; with 50% employer match about $274,458 at 4% or $182,972 at 6%; with 100% employer match about $205,844 at 4% or $137,229 at 6%.