Civic Intelligence

RFD & Associates, Inc.

Plan context: Rfd & Associates Inc. Employee Stock Ownership Plan

EIN 74-2736774 • Austin, TX • 35 filings • 5 plans

3267 Bee Caves Rd - Suite 107-61Austin, TX 78746-6507
Current Snapshot

Latest Year

2024

2024 Participants

37

2024 Assets

$13,587,085

2024 Contributions

$962,635

Historical Graphs

Total Assets Over Time

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

$13,587,085$6,793,543$0200020122024YearValue
$13,587,085Latest year 2024

Participants Over Time

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

64320200020122024YearValue
37Latest year 2024

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
2024237$13,587,085$962,635$26,017iApproximate average salary by contribution assumption: employee only about $650,429 at 4% or $433,619 at 6%; with 50% employer match about $433,619 at 4% or $289,080 at 6%; with 100% employer match about $325,215 at 4% or $216,810 at 6%.
Rfd & Associates Inc. Employee Stock Ownership Plan-28$7,303,805$700,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Rfd & Associates Inc. 401(K) Retirement Plan-37$6,283,280$262,635$7,098iApproximate average salary by contribution assumption: employee only about $177,456 at 4% or $118,304 at 6%; with 50% employer match about $118,304 at 4% or $78,869 at 6%; with 100% employer match about $88,728 at 4% or $59,152 at 6%.
2023238$13,097,676$1,492,304$39,271iApproximate average salary by contribution assumption: employee only about $981,779 at 4% or $654,519 at 6%; with 50% employer match about $654,519 at 4% or $436,346 at 6%; with 100% employer match about $490,889 at 4% or $327,260 at 6%.
Rfd & Associates Inc. Employee Stock Ownership Plan-28$6,814,025$1,100,000$39,286iApproximate average salary by contribution assumption: employee only about $982,143 at 4% or $654,762 at 6%; with 50% employer match about $654,762 at 4% or $436,508 at 6%; with 100% employer match about $491,071 at 4% or $327,381 at 6%.
Rfd & Associates Inc. 401(K) Retirement Plan-38$6,283,651$392,304$10,324iApproximate average salary by contribution assumption: employee only about $258,095 at 4% or $172,063 at 6%; with 50% employer match about $172,063 at 4% or $114,709 at 6%; with 100% employer match about $129,047 at 4% or $86,032 at 6%.
2022239$11,825,416$1,412,096$36,208iApproximate average salary by contribution assumption: employee only about $905,190 at 4% or $603,460 at 6%; with 50% employer match about $603,460 at 4% or $402,307 at 6%; with 100% employer match about $452,595 at 4% or $301,730 at 6%.
Rfd & Associates Inc. Employee Stock Ownership Plan-29$6,639,747$1,100,000$37,931iApproximate average salary by contribution assumption: employee only about $948,276 at 4% or $632,184 at 6%; with 50% employer match about $632,184 at 4% or $421,456 at 6%; with 100% employer match about $474,138 at 4% or $316,092 at 6%.
Rfd & Associates Inc. 401(K) Retirement Plan-39$5,185,669$312,096$8,002iApproximate average salary by contribution assumption: employee only about $200,062 at 4% or $133,374 at 6%; with 50% employer match about $133,374 at 4% or $88,916 at 6%; with 100% employer match about $100,031 at 4% or $66,687 at 6%.
2021239$11,080,950$1,442,944$36,999iApproximate average salary by contribution assumption: employee only about $924,964 at 4% or $616,643 at 6%; with 50% employer match about $616,643 at 4% or $411,095 at 6%; with 100% employer match about $462,482 at 4% or $308,321 at 6%.
Rfd & Associates Inc. 401(K) Retirement Plan-39$5,977,860$342,446$8,781iApproximate average salary by contribution assumption: employee only about $219,517 at 4% or $146,344 at 6%; with 50% employer match about $146,344 at 4% or $97,563 at 6%; with 100% employer match about $109,758 at 4% or $73,172 at 6%.
Rfd & Associates Inc. Employee Stock Ownership Plan-31$5,103,090$1,100,498$35,500iApproximate average salary by contribution assumption: employee only about $887,498 at 4% or $591,666 at 6%; with 50% employer match about $591,666 at 4% or $394,444 at 6%; with 100% employer match about $443,749 at 4% or $295,833 at 6%.
2020240$10,419,865$1,076,129$26,903iApproximate average salary by contribution assumption: employee only about $672,581 at 4% or $448,387 at 6%; with 50% employer match about $448,387 at 4% or $298,925 at 6%; with 100% employer match about $336,290 at 4% or $224,194 at 6%.
Rfd & Associates Inc. 401(K) Retirement Plan-40$5,669,028$276,129$6,903iApproximate average salary by contribution assumption: employee only about $172,581 at 4% or $115,054 at 6%; with 50% employer match about $115,054 at 4% or $76,703 at 6%; with 100% employer match about $86,290 at 4% or $57,527 at 6%.
Rfd & Associates Inc. Employee Stock Ownership Plan-30$4,750,837$800,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
2019240$9,708,609$1,028,627$25,716iApproximate average salary by contribution assumption: employee only about $642,892 at 4% or $428,595 at 6%; with 50% employer match about $428,595 at 4% or $285,730 at 6%; with 100% employer match about $321,446 at 4% or $214,297 at 6%.
Rfd & Associates Inc. Employee Stock Ownership Plan-23$4,972,002$800,000$34,783iApproximate average salary by contribution assumption: employee only about $869,565 at 4% or $579,710 at 6%; with 50% employer match about $579,710 at 4% or $386,473 at 6%; with 100% employer match about $434,783 at 4% or $289,855 at 6%.
Rfd & Associates Inc. 401(K) Retirement Plan-40$4,736,607$228,627$5,716iApproximate average salary by contribution assumption: employee only about $142,892 at 4% or $95,261 at 6%; with 50% employer match about $95,261 at 4% or $63,508 at 6%; with 100% employer match about $71,446 at 4% or $47,631 at 6%.
2018243$8,360,763$822,359$19,125iApproximate average salary by contribution assumption: employee only about $478,116 at 4% or $318,744 at 6%; with 50% employer match about $318,744 at 4% or $212,496 at 6%; with 100% employer match about $239,058 at 4% or $159,372 at 6%.
Rfd & Associates Inc. Employee Stock Ownership Plan-24$4,522,527$500,000$20,833iApproximate average salary by contribution assumption: employee only about $520,833 at 4% or $347,222 at 6%; with 50% employer match about $347,222 at 4% or $231,481 at 6%; with 100% employer match about $260,417 at 4% or $173,611 at 6%.
Rfd & Associates Inc. 401(K) Retirement Plan-43$3,838,236$322,359$7,497iApproximate average salary by contribution assumption: employee only about $187,418 at 4% or $124,945 at 6%; with 50% employer match about $124,945 at 4% or $83,297 at 6%; with 100% employer match about $93,709 at 4% or $62,473 at 6%.
2017243$7,725,525$1,134,728$26,389iApproximate average salary by contribution assumption: employee only about $659,726 at 4% or $439,817 at 6%; with 50% employer match about $439,817 at 4% or $293,211 at 6%; with 100% employer match about $329,863 at 4% or $219,909 at 6%.
Rfd & Associates Inc. Employee Stock Ownership Plan-26$3,977,116$900,000$34,615iApproximate average salary by contribution assumption: employee only about $865,385 at 4% or $576,923 at 6%; with 50% employer match about $576,923 at 4% or $384,615 at 6%; with 100% employer match about $432,692 at 4% or $288,462 at 6%.
Rfd & Associates Inc. 401(K) Retirement Plan-43$3,748,409$234,728$5,459iApproximate average salary by contribution assumption: employee only about $136,470 at 4% or $90,980 at 6%; with 50% employer match about $90,980 at 4% or $60,653 at 6%; with 100% employer match about $68,235 at 4% or $45,490 at 6%.
2016244$5,652,816$660,321$15,007iApproximate average salary by contribution assumption: employee only about $375,182 at 4% or $250,122 at 6%; with 50% employer match about $250,122 at 4% or $166,748 at 6%; with 100% employer match about $187,591 at 4% or $125,061 at 6%.
Rfd & Associates Inc. 401(K) Retirement Plan-44$3,737,014$342,788$7,791iApproximate average salary by contribution assumption: employee only about $194,766 at 4% or $129,844 at 6%; with 50% employer match about $129,844 at 4% or $86,563 at 6%; with 100% employer match about $97,383 at 4% or $64,922 at 6%.
Rfd & Associates Inc. Employee Stock Ownership Plan-26$1,915,802$317,533$12,213iApproximate average salary by contribution assumption: employee only about $305,320 at 4% or $203,547 at 6%; with 50% employer match about $203,547 at 4% or $135,698 at 6%; with 100% employer match about $152,660 at 4% or $101,773 at 6%.
2015247$3,571,727$714,283$15,198iApproximate average salary by contribution assumption: employee only about $379,938 at 4% or $253,292 at 6%; with 50% employer match about $253,292 at 4% or $168,861 at 6%; with 100% employer match about $189,969 at 4% or $126,646 at 6%.
Rfd & Associates Inc. 401(K) Retirement Plan-47$3,223,607$366,163$7,791iApproximate average salary by contribution assumption: employee only about $194,768 at 4% or $129,845 at 6%; with 50% employer match about $129,845 at 4% or $86,563 at 6%; with 100% employer match about $97,384 at 4% or $64,923 at 6%.
Rfd & Associates Inc. Employee Stock Ownership Plan-28$348,120$348,120$12,433iApproximate average salary by contribution assumption: employee only about $310,821 at 4% or $207,214 at 6%; with 50% employer match about $207,214 at 4% or $138,143 at 6%; with 100% employer match about $155,411 at 4% or $103,607 at 6%.
2014153$3,450,707$388,653$7,333iApproximate average salary by contribution assumption: employee only about $183,327 at 4% or $122,218 at 6%; with 50% employer match about $122,218 at 4% or $81,479 at 6%; with 100% employer match about $91,663 at 4% or $61,109 at 6%.
Rfd & Associates Inc. 401(K) Retirement Plan-53$3,450,707$388,653$7,333iApproximate average salary by contribution assumption: employee only about $183,327 at 4% or $122,218 at 6%; with 50% employer match about $122,218 at 4% or $81,479 at 6%; with 100% employer match about $91,663 at 4% or $61,109 at 6%.
2013146$2,899,285$306,728$6,668iApproximate average salary by contribution assumption: employee only about $166,700 at 4% or $111,133 at 6%; with 50% employer match about $111,133 at 4% or $74,089 at 6%; with 100% employer match about $83,350 at 4% or $55,567 at 6%.
Rfd & Associates Inc. 401(K) Retirement Plan-46$2,899,285$306,728$6,668iApproximate average salary by contribution assumption: employee only about $166,700 at 4% or $111,133 at 6%; with 50% employer match about $111,133 at 4% or $74,089 at 6%; with 100% employer match about $83,350 at 4% or $55,567 at 6%.
2012143$2,547,120$260,552$6,059iApproximate average salary by contribution assumption: employee only about $151,484 at 4% or $100,989 at 6%; with 50% employer match about $100,989 at 4% or $67,326 at 6%; with 100% employer match about $75,742 at 4% or $50,495 at 6%.
Rfd & Associates Inc. 401(K) Retirement Plan-43$2,547,120$260,552$6,059iApproximate average salary by contribution assumption: employee only about $151,484 at 4% or $100,989 at 6%; with 50% employer match about $100,989 at 4% or $67,326 at 6%; with 100% employer match about $75,742 at 4% or $50,495 at 6%.
2011138$2,524,488$209,515$5,514iApproximate average salary by contribution assumption: employee only about $137,839 at 4% or $91,893 at 6%; with 50% employer match about $91,893 at 4% or $61,262 at 6%; with 100% employer match about $68,919 at 4% or $45,946 at 6%.
Rfd & Associates Inc. 401(K) Retirement Plan-38$2,524,488$209,515$5,514iApproximate average salary by contribution assumption: employee only about $137,839 at 4% or $91,893 at 6%; with 50% employer match about $91,893 at 4% or $61,262 at 6%; with 100% employer match about $68,919 at 4% or $45,946 at 6%.
2010126$2,649,272$181,891$6,996iApproximate average salary by contribution assumption: employee only about $174,895 at 4% or $116,597 at 6%; with 50% employer match about $116,597 at 4% or $77,731 at 6%; with 100% employer match about $87,448 at 4% or $58,298 at 6%.
Rfd & Associates Inc. 401(K) Retirement Plan-26$2,649,272$181,891$6,996iApproximate average salary by contribution assumption: employee only about $174,895 at 4% or $116,597 at 6%; with 50% employer match about $116,597 at 4% or $77,731 at 6%; with 100% employer match about $87,448 at 4% or $58,298 at 6%.
2009125$2,841,756$200,182$8,007iApproximate average salary by contribution assumption: employee only about $200,182 at 4% or $133,455 at 6%; with 50% employer match about $133,455 at 4% or $88,970 at 6%; with 100% employer match about $100,091 at 4% or $66,727 at 6%.
Rfd & Associates Inc. 401(K) Retirement Plan-25$2,841,756$200,182$8,007iApproximate average salary by contribution assumption: employee only about $200,182 at 4% or $133,455 at 6%; with 50% employer match about $133,455 at 4% or $88,970 at 6%; with 100% employer match about $100,091 at 4% or $66,727 at 6%.
2008128$2,123,852$200,795$7,171iApproximate average salary by contribution assumption: employee only about $179,281 at 4% or $119,521 at 6%; with 50% employer match about $119,521 at 4% or $79,681 at 6%; with 100% employer match about $89,641 at 4% or $59,760 at 6%.
Rfd & Associates Inc. 401(K) Retirement Plan-28$2,123,852$200,795$7,171iApproximate average salary by contribution assumption: employee only about $179,281 at 4% or $119,521 at 6%; with 50% employer match about $119,521 at 4% or $79,681 at 6%; with 100% employer match about $89,641 at 4% or $59,760 at 6%.
2007133$2,848,568$205,306$6,221iApproximate average salary by contribution assumption: employee only about $155,535 at 4% or $103,690 at 6%; with 50% employer match about $103,690 at 4% or $69,127 at 6%; with 100% employer match about $77,767 at 4% or $51,845 at 6%.
Rfd & Associates Inc. 401(K) Retirement Plan-33$2,848,568$205,306$6,221iApproximate average salary by contribution assumption: employee only about $155,535 at 4% or $103,690 at 6%; with 50% employer match about $103,690 at 4% or $69,127 at 6%; with 100% employer match about $77,767 at 4% or $51,845 at 6%.
2006144$2,641,709$209,032$4,751iApproximate average salary by contribution assumption: employee only about $118,768 at 4% or $79,179 at 6%; with 50% employer match about $79,179 at 4% or $52,786 at 6%; with 100% employer match about $59,384 at 4% or $39,589 at 6%.
Rfd & Associates Inc. 401(K) Retirement Plan-44$2,641,709$209,032$4,751iApproximate average salary by contribution assumption: employee only about $118,768 at 4% or $79,179 at 6%; with 50% employer match about $79,179 at 4% or $52,786 at 6%; with 100% employer match about $59,384 at 4% or $39,589 at 6%.
2005129$3,341,394$166,355$5,736iApproximate average salary by contribution assumption: employee only about $143,409 at 4% or $95,606 at 6%; with 50% employer match about $95,606 at 4% or $63,738 at 6%; with 100% employer match about $71,705 at 4% or $47,803 at 6%.
Rfd & Associates Inc. 401(K) Retirement Plan-29$3,341,394$166,355$5,736iApproximate average salary by contribution assumption: employee only about $143,409 at 4% or $95,606 at 6%; with 50% employer match about $95,606 at 4% or $63,738 at 6%; with 100% employer match about $71,705 at 4% or $47,803 at 6%.
2004139$3,377,975$229,763$5,891iApproximate average salary by contribution assumption: employee only about $147,284 at 4% or $98,189 at 6%; with 50% employer match about $98,189 at 4% or $65,460 at 6%; with 100% employer match about $73,642 at 4% or $49,095 at 6%.
Rfd & Associates Inc. 401(K) Retirement Plan-39$3,377,975$229,763$5,891iApproximate average salary by contribution assumption: employee only about $147,284 at 4% or $98,189 at 6%; with 50% employer match about $98,189 at 4% or $65,460 at 6%; with 100% employer match about $73,642 at 4% or $49,095 at 6%.
2003142$2,938,202$268,919$6,403iApproximate average salary by contribution assumption: employee only about $160,071 at 4% or $106,714 at 6%; with 50% employer match about $106,714 at 4% or $71,143 at 6%; with 100% employer match about $80,035 at 4% or $53,357 at 6%.
Rfd & Associates Inc. 401(K) Retirement Plan-42$2,938,202$268,919$6,403iApproximate average salary by contribution assumption: employee only about $160,071 at 4% or $106,714 at 6%; with 50% employer match about $106,714 at 4% or $71,143 at 6%; with 100% employer match about $80,035 at 4% or $53,357 at 6%.
2002145$2,277,849$431,575$9,591iApproximate average salary by contribution assumption: employee only about $239,764 at 4% or $159,843 at 6%; with 50% employer match about $159,843 at 4% or $106,562 at 6%; with 100% employer match about $119,882 at 4% or $79,921 at 6%.
Rfd & Associates Inc. 401(K) Retirement Plan-45$2,277,849$431,575$9,591iApproximate average salary by contribution assumption: employee only about $239,764 at 4% or $159,843 at 6%; with 50% employer match about $159,843 at 4% or $106,562 at 6%; with 100% employer match about $119,882 at 4% or $79,921 at 6%.
2001156$2,350,991$462,778$8,264iApproximate average salary by contribution assumption: employee only about $206,597 at 4% or $137,732 at 6%; with 50% employer match about $137,732 at 4% or $91,821 at 6%; with 100% employer match about $103,299 at 4% or $68,866 at 6%.
Rfd & Associates Inc. 401(K) Retirement Plan-56$2,350,991$462,778$8,264iApproximate average salary by contribution assumption: employee only about $206,597 at 4% or $137,732 at 6%; with 50% employer match about $137,732 at 4% or $91,821 at 6%; with 100% employer match about $103,299 at 4% or $68,866 at 6%.
2000164$2,094,399$470,195$7,347iApproximate average salary by contribution assumption: employee only about $183,670 at 4% or $122,447 at 6%; with 50% employer match about $122,447 at 4% or $81,631 at 6%; with 100% employer match about $91,835 at 4% or $61,223 at 6%.
Rfd & Associates Inc. 401(K) Retirement Plan-64$2,094,399$470,195$7,347iApproximate average salary by contribution assumption: employee only about $183,670 at 4% or $122,447 at 6%; with 50% employer match about $122,447 at 4% or $81,631 at 6%; with 100% employer match about $91,835 at 4% or $61,223 at 6%.