Civic Intelligence

Robert D. Byrne & Associates Inc.

Plan context: Robert D. Byrne & Associates Inc. 401(K) Profit Sharing Plan

EIN 73-1694658 • Palm Desert, CA • 13 filings • 1 plans

41943 Preston TrailPalm Desert, CA 92211
Current Snapshot

Latest Year

2023

2023 Participants

8

2023 Assets

$3,456,800

2023 Contributions

$65,927

Historical Graphs

Total Assets Over Time

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

$3,855,862$1,927,931$0201120172022YearValue
$3,456,800Latest year 2022

Participants Over Time

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

950201120172022YearValue
8Latest year 2022

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
202310$0$0-
Robert D. Byrne & Associates Inc. 401(K) Profit Sharing Plan-0$0--
202218$3,456,800$65,927$8,241iApproximate average salary by contribution assumption: employee only about $206,022 at 4% or $137,348 at 6%; with 50% employer match about $137,348 at 4% or $91,565 at 6%; with 100% employer match about $103,011 at 4% or $68,674 at 6%.
Robert D. Byrne & Associates Inc. 401(K) Profit Sharing Plan-8$3,456,800$65,927$8,241iApproximate average salary by contribution assumption: employee only about $206,022 at 4% or $137,348 at 6%; with 50% employer match about $137,348 at 4% or $91,565 at 6%; with 100% employer match about $103,011 at 4% or $68,674 at 6%.
202119$3,853,380$34,983$3,887iApproximate average salary by contribution assumption: employee only about $97,175 at 4% or $64,783 at 6%; with 50% employer match about $64,783 at 4% or $43,189 at 6%; with 100% employer match about $48,588 at 4% or $32,392 at 6%.
Robert D. Byrne & Associates Inc. 401(K) Profit Sharing Plan-9$3,853,380$34,983$3,887iApproximate average salary by contribution assumption: employee only about $97,175 at 4% or $64,783 at 6%; with 50% employer match about $64,783 at 4% or $43,189 at 6%; with 100% employer match about $48,588 at 4% or $32,392 at 6%.
202019$3,855,862$35,726$3,970iApproximate average salary by contribution assumption: employee only about $99,239 at 4% or $66,159 at 6%; with 50% employer match about $66,159 at 4% or $44,106 at 6%; with 100% employer match about $49,619 at 4% or $33,080 at 6%.
Robert D. Byrne & Associates Inc. 401(K) Profit Sharing Plan-9$3,855,862$35,726$3,970iApproximate average salary by contribution assumption: employee only about $99,239 at 4% or $66,159 at 6%; with 50% employer match about $66,159 at 4% or $44,106 at 6%; with 100% employer match about $49,619 at 4% or $33,080 at 6%.
201919$3,722,707$159,680$17,742iApproximate average salary by contribution assumption: employee only about $443,556 at 4% or $295,704 at 6%; with 50% employer match about $295,704 at 4% or $197,136 at 6%; with 100% employer match about $221,778 at 4% or $147,852 at 6%.
Robert D. Byrne & Associates Inc. 401(K) Profit Sharing Plan-9$3,722,707$159,680$17,742iApproximate average salary by contribution assumption: employee only about $443,556 at 4% or $295,704 at 6%; with 50% employer match about $295,704 at 4% or $197,136 at 6%; with 100% employer match about $221,778 at 4% or $147,852 at 6%.
201819$3,222,294$178,329$19,814iApproximate average salary by contribution assumption: employee only about $495,358 at 4% or $330,239 at 6%; with 50% employer match about $330,239 at 4% or $220,159 at 6%; with 100% employer match about $247,679 at 4% or $165,119 at 6%.
Robert D. Byrne & Associates Inc. 401(K) Profit Sharing Plan-9$3,222,294$178,329$19,814iApproximate average salary by contribution assumption: employee only about $495,358 at 4% or $330,239 at 6%; with 50% employer match about $330,239 at 4% or $220,159 at 6%; with 100% employer match about $247,679 at 4% or $165,119 at 6%.
201718$3,676,963$32,030$4,004iApproximate average salary by contribution assumption: employee only about $100,094 at 4% or $66,729 at 6%; with 50% employer match about $66,729 at 4% or $44,486 at 6%; with 100% employer match about $50,047 at 4% or $33,365 at 6%.
Robert D. Byrne & Associates Inc. 401(K) Profit Sharing Plan-8$3,676,963$32,030$4,004iApproximate average salary by contribution assumption: employee only about $100,094 at 4% or $66,729 at 6%; with 50% employer match about $66,729 at 4% or $44,486 at 6%; with 100% employer match about $50,047 at 4% or $33,365 at 6%.
201618$3,340,158$172,367$21,546iApproximate average salary by contribution assumption: employee only about $538,647 at 4% or $359,098 at 6%; with 50% employer match about $359,098 at 4% or $239,399 at 6%; with 100% employer match about $269,323 at 4% or $179,549 at 6%.
Robert D. Byrne & Associates Inc. 401(K) Profit Sharing Plan-8$3,340,158$172,367$21,546iApproximate average salary by contribution assumption: employee only about $538,647 at 4% or $359,098 at 6%; with 50% employer match about $359,098 at 4% or $239,399 at 6%; with 100% employer match about $269,323 at 4% or $179,549 at 6%.
201516$2,985,049$131,762$21,960iApproximate average salary by contribution assumption: employee only about $549,008 at 4% or $366,006 at 6%; with 50% employer match about $366,006 at 4% or $244,004 at 6%; with 100% employer match about $274,504 at 4% or $183,003 at 6%.
Robert D. Byrne & Associates Inc. 401(K) Profit Sharing Plan-6$2,985,049$131,762$21,960iApproximate average salary by contribution assumption: employee only about $549,008 at 4% or $366,006 at 6%; with 50% employer match about $366,006 at 4% or $244,004 at 6%; with 100% employer match about $274,504 at 4% or $183,003 at 6%.
201416$3,105,332$163,984$27,331iApproximate average salary by contribution assumption: employee only about $683,267 at 4% or $455,511 at 6%; with 50% employer match about $455,511 at 4% or $303,674 at 6%; with 100% employer match about $341,633 at 4% or $227,756 at 6%.
Robert D. Byrne & Associates Inc. 401(K) Profit Sharing Plan-6$3,105,332$163,984$27,331iApproximate average salary by contribution assumption: employee only about $683,267 at 4% or $455,511 at 6%; with 50% employer match about $455,511 at 4% or $303,674 at 6%; with 100% employer match about $341,633 at 4% or $227,756 at 6%.
201316$2,910,025$178,413$29,736iApproximate average salary by contribution assumption: employee only about $743,388 at 4% or $495,592 at 6%; with 50% employer match about $495,592 at 4% or $330,394 at 6%; with 100% employer match about $371,694 at 4% or $247,796 at 6%.
Robert D. Byrne & Associates Inc. 401(K) Profit Sharing Plan-6$2,910,025$178,413$29,736iApproximate average salary by contribution assumption: employee only about $743,388 at 4% or $495,592 at 6%; with 50% employer match about $495,592 at 4% or $330,394 at 6%; with 100% employer match about $371,694 at 4% or $247,796 at 6%.
201217$2,507,514$219,505$31,358iApproximate average salary by contribution assumption: employee only about $783,946 at 4% or $522,631 at 6%; with 50% employer match about $522,631 at 4% or $348,421 at 6%; with 100% employer match about $391,973 at 4% or $261,315 at 6%.
Robert D. Byrne & Associates Inc. 401(K) Profit Sharing Plan-7$2,507,514$219,505$31,358iApproximate average salary by contribution assumption: employee only about $783,946 at 4% or $522,631 at 6%; with 50% employer match about $522,631 at 4% or $348,421 at 6%; with 100% employer match about $391,973 at 4% or $261,315 at 6%.
201116$2,114,715$509,590$84,932iApproximate average salary by contribution assumption: employee only about $2,123,292 at 4% or $1,415,528 at 6%; with 50% employer match about $1,415,528 at 4% or $943,685 at 6%; with 100% employer match about $1,061,646 at 4% or $707,764 at 6%.
Robert D. Byrne & Associates Inc. 401(K) Profit Sharing Plan-6$2,114,715$509,590$84,932iApproximate average salary by contribution assumption: employee only about $2,123,292 at 4% or $1,415,528 at 6%; with 50% employer match about $1,415,528 at 4% or $943,685 at 6%; with 100% employer match about $1,061,646 at 4% or $707,764 at 6%.