Civic Intelligence

David Rice Financial Advisor

Plan context: David Rice Financial Advisor Cash Balance Plan

EIN 68-0377606 • San Ramon, CA • 11 filings • 2 plans

2001 Crow Canyon Road, Suite 150San Ramon, CA 94583
Current Snapshot

Latest Year

2016

2016 Participants

7

2016 Assets

$708,831

2016 Contributions

$152,019

Historical Graphs

Total Assets Over Time

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

$708,831$354,416$0201120132015YearValue
$708,831Latest year 2015

Participants Over Time

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

740201120132015YearValue
7Latest year 2015

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
201610$0$0-
David Rice Financial Advisor Cash Balance Plan-0---
201527$708,831$152,019$21,717iApproximate average salary by contribution assumption: employee only about $542,925 at 4% or $361,950 at 6%; with 50% employer match about $361,950 at 4% or $241,300 at 6%; with 100% employer match about $271,463 at 4% or $180,975 at 6%.
David Rice Financial Advisor Cash Balance Plan-2$506,850$80,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
DAVID RICE FINANCIAL ADVISOR 401(K) PLAN-7$201,981$72,019$10,288iApproximate average salary by contribution assumption: employee only about $257,211 at 4% or $171,474 at 6%; with 50% employer match about $171,474 at 4% or $114,316 at 6%; with 100% employer match about $128,605 at 4% or $85,737 at 6%.
201426$597,058$177,079$29,513iApproximate average salary by contribution assumption: employee only about $737,829 at 4% or $491,886 at 6%; with 50% employer match about $491,886 at 4% or $327,924 at 6%; with 100% employer match about $368,915 at 4% or $245,943 at 6%.
David Rice Financial Advisor Cash Balance Plan-3$464,869$104,760$34,920iApproximate average salary by contribution assumption: employee only about $873,000 at 4% or $582,000 at 6%; with 50% employer match about $582,000 at 4% or $388,000 at 6%; with 100% employer match about $436,500 at 4% or $291,000 at 6%.
DAVID RICE FINANCIAL ADVISOR 401(K) PLAN-6$132,189$72,319$12,053iApproximate average salary by contribution assumption: employee only about $301,329 at 4% or $200,886 at 6%; with 50% employer match about $200,886 at 4% or $133,924 at 6%; with 100% employer match about $150,665 at 4% or $100,443 at 6%.
201325$404,416$142,823$28,565iApproximate average salary by contribution assumption: employee only about $714,115 at 4% or $476,077 at 6%; with 50% employer match about $476,077 at 4% or $317,384 at 6%; with 100% employer match about $357,058 at 4% or $238,038 at 6%.
David Rice Financial Advisor Cash Balance Plan-2$336,057$104,814$52,407iApproximate average salary by contribution assumption: employee only about $1,310,175 at 4% or $873,450 at 6%; with 50% employer match about $873,450 at 4% or $582,300 at 6%; with 100% employer match about $655,088 at 4% or $436,725 at 6%.
DAVID RICE FINANCIAL ADVISOR 401(K) PLAN-5$68,359$38,009$7,602iApproximate average salary by contribution assumption: employee only about $190,045 at 4% or $126,697 at 6%; with 50% employer match about $126,697 at 4% or $84,464 at 6%; with 100% employer match about $95,023 at 4% or $63,348 at 6%.
201224$244,723$122,540$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%.
David Rice Financial Advisor Cash Balance Plan-2$214,885$103,806$51,903iApproximate average salary by contribution assumption: employee only about $1,297,575 at 4% or $865,050 at 6%; with 50% employer match about $865,050 at 4% or $576,700 at 6%; with 100% employer match about $648,788 at 4% or $432,525 at 6%.
DAVID RICE FINANCIAL ADVISOR 401(K) PLAN-4$29,838$18,734$4,684iApproximate average salary by contribution assumption: employee only about $117,088 at 4% or $78,058 at 6%; with 50% employer match about $78,058 at 4% or $52,039 at 6%; with 100% employer match about $58,544 at 4% or $39,029 at 6%.
201127$121,495$121,495$17,356iApproximate average salary by contribution assumption: employee only about $433,911 at 4% or $289,274 at 6%; with 50% employer match about $289,274 at 4% or $192,849 at 6%; with 100% employer match about $216,955 at 4% or $144,637 at 6%.
David Rice Financial Advisor Cash Balance Plan-7$104,527$104,527$14,932iApproximate average salary by contribution assumption: employee only about $373,311 at 4% or $248,874 at 6%; with 50% employer match about $248,874 at 4% or $165,916 at 6%; with 100% employer match about $186,655 at 4% or $124,437 at 6%.
DAVID RICE FINANCIAL ADVISOR 401(K) PLAN-4$16,968$16,968$4,242iApproximate average salary by contribution assumption: employee only about $106,050 at 4% or $70,700 at 6%; with 50% employer match about $70,700 at 4% or $47,133 at 6%; with 100% employer match about $53,025 at 4% or $35,350 at 6%.
David Rice Financial Advisor | EIN 68-0377606 | 2016 Form 5500 Company Profile