Civic Intelligence

First Rate Inc.

Plan context: First Rate Inc. Profit Sharing Plan (With 401(K) Safe Harbor Provisions)

EIN 75-2391523 • 23 filings • 4 plans

Current Snapshot

Latest Year

2024

2024 Participants

91

2024 Assets

$31,854,073

2024 Contributions

$2,440,443

Historical Graphs

Total Assets Over Time

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

$31,854,073$15,927,037$0200320152024YearValue
$31,854,073Latest year 2024

Participants Over Time

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

95480200220132024YearValue
91Latest 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
2024191$31,854,073$2,440,443$26,818iApproximate average salary by contribution assumption: employee only about $670,451 at 4% or $446,968 at 6%; with 50% employer match about $446,968 at 4% or $297,978 at 6%; with 100% employer match about $335,226 at 4% or $223,484 at 6%.
First Rate Inc. Profit Sharing Plan (With 401(K) Safe Harbor Provisions)-91$31,854,073$2,440,443$26,818iApproximate average salary by contribution assumption: employee only about $670,451 at 4% or $446,968 at 6%; with 50% employer match about $446,968 at 4% or $297,978 at 6%; with 100% employer match about $335,226 at 4% or $223,484 at 6%.
2023178$28,941,956$1,845,386$23,659iApproximate average salary by contribution assumption: employee only about $591,470 at 4% or $394,313 at 6%; with 50% employer match about $394,313 at 4% or $262,875 at 6%; with 100% employer match about $295,735 at 4% or $197,157 at 6%.
First Rate Inc. Profit Sharing Plan (With 401(K) Safe Harbor Provisions)-78$28,941,956$1,845,386$23,659iApproximate average salary by contribution assumption: employee only about $591,470 at 4% or $394,313 at 6%; with 50% employer match about $394,313 at 4% or $262,875 at 6%; with 100% employer match about $295,735 at 4% or $197,157 at 6%.
2022168$25,774,909$1,716,725$25,246iApproximate average salary by contribution assumption: employee only about $631,149 at 4% or $420,766 at 6%; with 50% employer match about $420,766 at 4% or $280,511 at 6%; with 100% employer match about $315,574 at 4% or $210,383 at 6%.
First Rate Inc. Profit Sharing Plan (With 401(K) Safe Harbor Provisions)-68$25,774,909$1,716,725$25,246iApproximate average salary by contribution assumption: employee only about $631,149 at 4% or $420,766 at 6%; with 50% employer match about $420,766 at 4% or $280,511 at 6%; with 100% employer match about $315,574 at 4% or $210,383 at 6%.
2021174$31,477,501$1,700,107$22,974iApproximate average salary by contribution assumption: employee only about $574,360 at 4% or $382,907 at 6%; with 50% employer match about $382,907 at 4% or $255,271 at 6%; with 100% employer match about $287,180 at 4% or $191,453 at 6%.
First Rate Inc. Profit Sharing Plan (With 401(K) Safe Harbor Provisions)-74$31,477,501$1,700,107$22,974iApproximate average salary by contribution assumption: employee only about $574,360 at 4% or $382,907 at 6%; with 50% employer match about $382,907 at 4% or $255,271 at 6%; with 100% employer match about $287,180 at 4% or $191,453 at 6%.
2020185$29,904,072$1,881,198$22,132iApproximate average salary by contribution assumption: employee only about $553,294 at 4% or $368,862 at 6%; with 50% employer match about $368,862 at 4% or $245,908 at 6%; with 100% employer match about $276,647 at 4% or $184,431 at 6%.
First Rate Inc. Profit Sharing Plan (With 401(K) Safe Harbor Provisions)-85$29,904,072$1,881,198$22,132iApproximate average salary by contribution assumption: employee only about $553,294 at 4% or $368,862 at 6%; with 50% employer match about $368,862 at 4% or $245,908 at 6%; with 100% employer match about $276,647 at 4% or $184,431 at 6%.
2019185$26,321,010$1,738,123$20,449iApproximate average salary by contribution assumption: employee only about $511,213 at 4% or $340,808 at 6%; with 50% employer match about $340,808 at 4% or $227,206 at 6%; with 100% employer match about $255,606 at 4% or $170,404 at 6%.
First Rate Inc. Profit Sharing Plan (With 401(K) Safe Harbor Provisions)-85$26,321,010$1,738,123$20,449iApproximate average salary by contribution assumption: employee only about $511,213 at 4% or $340,808 at 6%; with 50% employer match about $340,808 at 4% or $227,206 at 6%; with 100% employer match about $255,606 at 4% or $170,404 at 6%.
2018193$21,420,634$2,135,102$22,958iApproximate average salary by contribution assumption: employee only about $573,952 at 4% or $382,635 at 6%; with 50% employer match about $382,635 at 4% or $255,090 at 6%; with 100% employer match about $286,976 at 4% or $191,317 at 6%.
First Rate Inc. Profit Sharing Plan (With 401(K) Safe Harbor Provisions)-93$21,420,634$2,135,102$22,958iApproximate average salary by contribution assumption: employee only about $573,952 at 4% or $382,635 at 6%; with 50% employer match about $382,635 at 4% or $255,090 at 6%; with 100% employer match about $286,976 at 4% or $191,317 at 6%.
2017193$23,133,751$2,225,690$23,932iApproximate average salary by contribution assumption: employee only about $598,304 at 4% or $398,869 at 6%; with 50% employer match about $398,869 at 4% or $265,913 at 6%; with 100% employer match about $299,152 at 4% or $199,435 at 6%.
First Rate Inc. Profit Sharing Plan (With 401(K) Safe Harbor Provisions)-93$23,133,751$2,225,690$23,932iApproximate average salary by contribution assumption: employee only about $598,304 at 4% or $398,869 at 6%; with 50% employer match about $398,869 at 4% or $265,913 at 6%; with 100% employer match about $299,152 at 4% or $199,435 at 6%.
2016195$20,012,303$2,124,280$22,361iApproximate average salary by contribution assumption: employee only about $559,021 at 4% or $372,681 at 6%; with 50% employer match about $372,681 at 4% or $248,454 at 6%; with 100% employer match about $279,511 at 4% or $186,340 at 6%.
First Rate Inc. Profit Sharing Plan (With 401(K) Safe Harbor Provisions)-95$20,012,303$2,124,280$22,361iApproximate average salary by contribution assumption: employee only about $559,021 at 4% or $372,681 at 6%; with 50% employer match about $372,681 at 4% or $248,454 at 6%; with 100% employer match about $279,511 at 4% or $186,340 at 6%.
2015192$17,601,040$2,002,791$21,769iApproximate average salary by contribution assumption: employee only about $544,237 at 4% or $362,824 at 6%; with 50% employer match about $362,824 at 4% or $241,883 at 6%; with 100% employer match about $272,118 at 4% or $181,412 at 6%.
First Rate Inc. Profit Sharing Plan (With 401(K) Safe Harbor Provisions)-92$17,601,040$2,002,791$21,769iApproximate average salary by contribution assumption: employee only about $544,237 at 4% or $362,824 at 6%; with 50% employer match about $362,824 at 4% or $241,883 at 6%; with 100% employer match about $272,118 at 4% or $181,412 at 6%.
2014189$16,613,449$1,624,121$18,249iApproximate average salary by contribution assumption: employee only about $456,214 at 4% or $304,143 at 6%; with 50% employer match about $304,143 at 4% or $202,762 at 6%; with 100% employer match about $228,107 at 4% or $152,071 at 6%.
First Rate Inc. Profit Sharing Plan (With 401(K) Safe Harbor Provisions)-89$16,613,449$1,624,121$18,249iApproximate average salary by contribution assumption: employee only about $456,214 at 4% or $304,143 at 6%; with 50% employer match about $304,143 at 4% or $202,762 at 6%; with 100% employer match about $228,107 at 4% or $152,071 at 6%.
2013182$15,653,193$1,475,916$17,999iApproximate average salary by contribution assumption: employee only about $449,974 at 4% or $299,983 at 6%; with 50% employer match about $299,983 at 4% or $199,989 at 6%; with 100% employer match about $224,987 at 4% or $149,991 at 6%.
First Rate Inc. Profit Sharing Plan (With 401(K) Safe Harbor Provisions)-82$15,653,193$1,475,916$17,999iApproximate average salary by contribution assumption: employee only about $449,974 at 4% or $299,983 at 6%; with 50% employer match about $299,983 at 4% or $199,989 at 6%; with 100% employer match about $224,987 at 4% or $149,991 at 6%.
2012178$12,255,994$1,241,372$15,915iApproximate average salary by contribution assumption: employee only about $397,876 at 4% or $265,250 at 6%; with 50% employer match about $265,250 at 4% or $176,834 at 6%; with 100% employer match about $198,938 at 4% or $132,625 at 6%.
First Rate Inc. Profit Sharing Plan (With 401(K) Safe Harbor Provisions)-78$12,255,994$1,241,372$15,915iApproximate average salary by contribution assumption: employee only about $397,876 at 4% or $265,250 at 6%; with 50% employer match about $265,250 at 4% or $176,834 at 6%; with 100% employer match about $198,938 at 4% or $132,625 at 6%.
2011179$10,182,130$1,162,573$14,716iApproximate average salary by contribution assumption: employee only about $367,903 at 4% or $245,269 at 6%; with 50% employer match about $245,269 at 4% or $163,512 at 6%; with 100% employer match about $183,951 at 4% or $122,634 at 6%.
First Rate Inc. Profit Sharing Plan (With 401(K) Safe Harbor Provisions)-79$10,182,130$1,162,573$14,716iApproximate average salary by contribution assumption: employee only about $367,903 at 4% or $245,269 at 6%; with 50% employer match about $245,269 at 4% or $163,512 at 6%; with 100% employer match about $183,951 at 4% or $122,634 at 6%.
2010183$9,450,154$1,111,271$13,389iApproximate average salary by contribution assumption: employee only about $334,720 at 4% or $223,147 at 6%; with 50% employer match about $223,147 at 4% or $148,765 at 6%; with 100% employer match about $167,360 at 4% or $111,573 at 6%.
First Rate Inc. Profit Sharing Plan (With 401(K) Safe Harbor Provisions)-83$9,450,154$1,111,271$13,389iApproximate average salary by contribution assumption: employee only about $334,720 at 4% or $223,147 at 6%; with 50% employer match about $223,147 at 4% or $148,765 at 6%; with 100% employer match about $167,360 at 4% or $111,573 at 6%.
2009179$8,479,224$1,348,366$17,068iApproximate average salary by contribution assumption: employee only about $426,698 at 4% or $284,465 at 6%; with 50% employer match about $284,465 at 4% or $189,644 at 6%; with 100% employer match about $213,349 at 4% or $142,233 at 6%.
First Rate Inc. Profit Sharing Plan (With 401(K) Safe Harbor Provisions)-79$8,479,224$1,348,366$17,068iApproximate average salary by contribution assumption: employee only about $426,698 at 4% or $284,465 at 6%; with 50% employer match about $284,465 at 4% or $189,644 at 6%; with 100% employer match about $213,349 at 4% or $142,233 at 6%.
2008174$0$0-
First Rate Inc. Profit Sharing Plan (With 401(K) Safe Harbor Provisions)-74---
2007166$0$0-
First Rate Inc. Profit Sharing Plan (With 401(K) Safe Harbor Provisions)-66---
2006159$4,755,448$949,635$16,096iApproximate average salary by contribution assumption: employee only about $402,388 at 4% or $268,258 at 6%; with 50% employer match about $268,258 at 4% or $178,839 at 6%; with 100% employer match about $201,194 at 4% or $134,129 at 6%.
First Rate Inc. Profit Sharing Plan (With 401(K) Safe Harbor Provisions)-59$4,755,448$949,635$16,096iApproximate average salary by contribution assumption: employee only about $402,388 at 4% or $268,258 at 6%; with 50% employer match about $268,258 at 4% or $178,839 at 6%; with 100% employer match about $201,194 at 4% or $134,129 at 6%.
2005152$3,529,743$990,352$19,045iApproximate average salary by contribution assumption: employee only about $476,131 at 4% or $317,421 at 6%; with 50% employer match about $317,421 at 4% or $211,614 at 6%; with 100% employer match about $238,065 at 4% or $158,710 at 6%.
First Rate Inc. Profit Sharing Plan (With 401(K) Safe Harbor Provisions)-52$3,529,743$990,352$19,045iApproximate average salary by contribution assumption: employee only about $476,131 at 4% or $317,421 at 6%; with 50% employer match about $317,421 at 4% or $211,614 at 6%; with 100% employer match about $238,065 at 4% or $158,710 at 6%.
2004147$2,440,039$757,850$16,124iApproximate average salary by contribution assumption: employee only about $403,112 at 4% or $268,741 at 6%; with 50% employer match about $268,741 at 4% or $179,161 at 6%; with 100% employer match about $201,556 at 4% or $134,371 at 6%.
First Rate Inc. Profit Sharing Plan (With 401(K) Safe Harbor Provisions)-47$2,440,039$757,850$16,124iApproximate average salary by contribution assumption: employee only about $403,112 at 4% or $268,741 at 6%; with 50% employer match about $268,741 at 4% or $179,161 at 6%; with 100% employer match about $201,556 at 4% or $134,371 at 6%.
2003148$1,579,563$846,740$17,640iApproximate average salary by contribution assumption: employee only about $441,010 at 4% or $294,007 at 6%; with 50% employer match about $294,007 at 4% or $196,005 at 6%; with 100% employer match about $220,505 at 4% or $147,003 at 6%.
First Rate Inc. Profit Sharing Plan (With 401(K) Safe Harbor Provisions)-48$1,579,563$846,740$17,640iApproximate average salary by contribution assumption: employee only about $441,010 at 4% or $294,007 at 6%; with 50% employer match about $294,007 at 4% or $196,005 at 6%; with 100% employer match about $220,505 at 4% or $147,003 at 6%.
2002148$0$0-
First Rate Inc. Profit Sharing Plan (With 401(K) Safe Harbor Provisions)-48---