Civic Intelligence

Regency Investment Advisors Inc.

Plan context: Regency Investment Advisors Retirement Plan

EIN 77-0344391 • Fresno, CA • 20 filings • 3 plans

1312 W. Herndon Avenue, Suite 101Fresno, CA 93711
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$6,041,981

2024 Contributions

$841,626

Historical Graphs

Total Assets Over Time

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

$6,041,981$3,020,991$0200520152024YearValue
$6,041,981Latest year 2024

Participants Over Time

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

1680200520152024YearValue
14Latest 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
2024114$6,041,981$841,626$60,116iApproximate average salary by contribution assumption: employee only about $1,502,904 at 4% or $1,001,936 at 6%; with 50% employer match about $1,001,936 at 4% or $667,957 at 6%; with 100% employer match about $751,452 at 4% or $500,968 at 6%.
Regency Investment Advisors Retirement Plan-14$6,041,981$841,626$60,116iApproximate average salary by contribution assumption: employee only about $1,502,904 at 4% or $1,001,936 at 6%; with 50% employer match about $1,001,936 at 4% or $667,957 at 6%; with 100% employer match about $751,452 at 4% or $500,968 at 6%.
2023114$4,632,644$210,818$15,058iApproximate average salary by contribution assumption: employee only about $376,461 at 4% or $250,974 at 6%; with 50% employer match about $250,974 at 4% or $167,316 at 6%; with 100% employer match about $188,230 at 4% or $125,487 at 6%.
Regency Investment Advisors Retirement Plan-14$4,632,644$210,818$15,058iApproximate average salary by contribution assumption: employee only about $376,461 at 4% or $250,974 at 6%; with 50% employer match about $250,974 at 4% or $167,316 at 6%; with 100% employer match about $188,230 at 4% or $125,487 at 6%.
2022116$3,675,103$270,989$16,937iApproximate average salary by contribution assumption: employee only about $423,420 at 4% or $282,280 at 6%; with 50% employer match about $282,280 at 4% or $188,187 at 6%; with 100% employer match about $211,710 at 4% or $141,140 at 6%.
Regency Investment Advisors Retirement Plan-16$3,675,103$270,989$16,937iApproximate average salary by contribution assumption: employee only about $423,420 at 4% or $282,280 at 6%; with 50% employer match about $282,280 at 4% or $188,187 at 6%; with 100% employer match about $211,710 at 4% or $141,140 at 6%.
2021116$4,420,325$254,422$15,901iApproximate average salary by contribution assumption: employee only about $397,534 at 4% or $265,023 at 6%; with 50% employer match about $265,023 at 4% or $176,682 at 6%; with 100% employer match about $198,767 at 4% or $132,511 at 6%.
Regency Investment Advisors Retirement Plan-16$4,420,325$254,422$15,901iApproximate average salary by contribution assumption: employee only about $397,534 at 4% or $265,023 at 6%; with 50% employer match about $265,023 at 4% or $176,682 at 6%; with 100% employer match about $198,767 at 4% or $132,511 at 6%.
2020115$3,647,889$664,214$44,281iApproximate average salary by contribution assumption: employee only about $1,107,023 at 4% or $738,016 at 6%; with 50% employer match about $738,016 at 4% or $492,010 at 6%; with 100% employer match about $553,512 at 4% or $369,008 at 6%.
Regency Investment Advisors Retirement Plan-15$3,647,889$664,214$44,281iApproximate average salary by contribution assumption: employee only about $1,107,023 at 4% or $738,016 at 6%; with 50% employer match about $738,016 at 4% or $492,010 at 6%; with 100% employer match about $553,512 at 4% or $369,008 at 6%.
2019112$2,714,902$175,351$14,613iApproximate average salary by contribution assumption: employee only about $365,315 at 4% or $243,543 at 6%; with 50% employer match about $243,543 at 4% or $162,362 at 6%; with 100% employer match about $182,657 at 4% or $121,772 at 6%.
Regency Investment Advisors Retirement Plan-12$2,714,902$175,351$14,613iApproximate average salary by contribution assumption: employee only about $365,315 at 4% or $243,543 at 6%; with 50% employer match about $243,543 at 4% or $162,362 at 6%; with 100% employer match about $182,657 at 4% or $121,772 at 6%.
2018110$2,282,781$192,577$19,258iApproximate average salary by contribution assumption: employee only about $481,443 at 4% or $320,962 at 6%; with 50% employer match about $320,962 at 4% or $213,974 at 6%; with 100% employer match about $240,721 at 4% or $160,481 at 6%.
Regency Investment Advisors Retirement Plan-10$2,282,781$192,577$19,258iApproximate average salary by contribution assumption: employee only about $481,443 at 4% or $320,962 at 6%; with 50% employer match about $320,962 at 4% or $213,974 at 6%; with 100% employer match about $240,721 at 4% or $160,481 at 6%.
201719$2,287,725$242,918$26,991iApproximate average salary by contribution assumption: employee only about $674,772 at 4% or $449,848 at 6%; with 50% employer match about $449,848 at 4% or $299,899 at 6%; with 100% employer match about $337,386 at 4% or $224,924 at 6%.
Regency Investment Advisors Retirement Plan-9$2,287,725$242,918$26,991iApproximate average salary by contribution assumption: employee only about $674,772 at 4% or $449,848 at 6%; with 50% employer match about $449,848 at 4% or $299,899 at 6%; with 100% employer match about $337,386 at 4% or $224,924 at 6%.
201618$1,672,832$174,756$21,845iApproximate average salary by contribution assumption: employee only about $546,113 at 4% or $364,075 at 6%; with 50% employer match about $364,075 at 4% or $242,717 at 6%; with 100% employer match about $273,056 at 4% or $182,038 at 6%.
Regency Investment Advisors Retirement Plan-8$1,672,832$174,756$21,845iApproximate average salary by contribution assumption: employee only about $546,113 at 4% or $364,075 at 6%; with 50% employer match about $364,075 at 4% or $242,717 at 6%; with 100% employer match about $273,056 at 4% or $182,038 at 6%.
201516$1,352,805$141,610$23,602iApproximate average salary by contribution assumption: employee only about $590,042 at 4% or $393,361 at 6%; with 50% employer match about $393,361 at 4% or $262,241 at 6%; with 100% employer match about $295,021 at 4% or $196,681 at 6%.
Regency Investment Advisors Retirement Plan-6$1,352,805$141,610$23,602iApproximate average salary by contribution assumption: employee only about $590,042 at 4% or $393,361 at 6%; with 50% employer match about $393,361 at 4% or $262,241 at 6%; with 100% employer match about $295,021 at 4% or $196,681 at 6%.
201416$1,230,123$437,035$72,839iApproximate average salary by contribution assumption: employee only about $1,820,979 at 4% or $1,213,986 at 6%; with 50% employer match about $1,213,986 at 4% or $809,324 at 6%; with 100% employer match about $910,490 at 4% or $606,993 at 6%.
Regency Investment Advisors Retirement Plan-6$1,230,123$437,035$72,839iApproximate average salary by contribution assumption: employee only about $1,820,979 at 4% or $1,213,986 at 6%; with 50% employer match about $1,213,986 at 4% or $809,324 at 6%; with 100% employer match about $910,490 at 4% or $606,993 at 6%.
201317$756,580$95,974$13,711iApproximate average salary by contribution assumption: employee only about $342,764 at 4% or $228,510 at 6%; with 50% employer match about $228,510 at 4% or $152,340 at 6%; with 100% employer match about $171,382 at 4% or $114,255 at 6%.
Regency Investment Advisors Retirement Plan-7$756,580$95,974$13,711iApproximate average salary by contribution assumption: employee only about $342,764 at 4% or $228,510 at 6%; with 50% employer match about $228,510 at 4% or $152,340 at 6%; with 100% employer match about $171,382 at 4% or $114,255 at 6%.
201216$531,288$61,205$10,201iApproximate average salary by contribution assumption: employee only about $255,021 at 4% or $170,014 at 6%; with 50% employer match about $170,014 at 4% or $113,343 at 6%; with 100% employer match about $127,510 at 4% or $85,007 at 6%.
Regency Investment Advisors Retirement Plan-6$531,288$61,205$10,201iApproximate average salary by contribution assumption: employee only about $255,021 at 4% or $170,014 at 6%; with 50% employer match about $170,014 at 4% or $113,343 at 6%; with 100% employer match about $127,510 at 4% or $85,007 at 6%.
201116$422,187$42,176$7,029iApproximate average salary by contribution assumption: employee only about $175,733 at 4% or $117,156 at 6%; with 50% employer match about $117,156 at 4% or $78,104 at 6%; with 100% employer match about $87,867 at 4% or $58,578 at 6%.
Regency Investment Advisors Retirement Plan-6$422,187$42,176$7,029iApproximate average salary by contribution assumption: employee only about $175,733 at 4% or $117,156 at 6%; with 50% employer match about $117,156 at 4% or $78,104 at 6%; with 100% employer match about $87,867 at 4% or $58,578 at 6%.
201016$388,774$34,036$5,673iApproximate average salary by contribution assumption: employee only about $141,817 at 4% or $94,544 at 6%; with 50% employer match about $94,544 at 4% or $63,030 at 6%; with 100% employer match about $70,908 at 4% or $47,272 at 6%.
Regency Investment Advisors Retirement Plan-6$388,774$34,036$5,673iApproximate average salary by contribution assumption: employee only about $141,817 at 4% or $94,544 at 6%; with 50% employer match about $94,544 at 4% or $63,030 at 6%; with 100% employer match about $70,908 at 4% or $47,272 at 6%.
200916$316,373$52,047$8,675iApproximate average salary by contribution assumption: employee only about $216,863 at 4% or $144,575 at 6%; with 50% employer match about $144,575 at 4% or $96,383 at 6%; with 100% employer match about $108,431 at 4% or $72,288 at 6%.
Regency Investment Advisors Retirement Plan-6$316,373$52,047$8,675iApproximate average salary by contribution assumption: employee only about $216,863 at 4% or $144,575 at 6%; with 50% employer match about $144,575 at 4% or $96,383 at 6%; with 100% employer match about $108,431 at 4% or $72,288 at 6%.
200815$213,773$24,126$4,825iApproximate average salary by contribution assumption: employee only about $120,630 at 4% or $80,420 at 6%; with 50% employer match about $80,420 at 4% or $53,613 at 6%; with 100% employer match about $60,315 at 4% or $40,210 at 6%.
Regency Investment Advisors Retirement Plan-5$213,773$24,126$4,825iApproximate average salary by contribution assumption: employee only about $120,630 at 4% or $80,420 at 6%; with 50% employer match about $80,420 at 4% or $53,613 at 6%; with 100% employer match about $60,315 at 4% or $40,210 at 6%.
200714$306,282$126,814$31,704iApproximate average salary by contribution assumption: employee only about $792,588 at 4% or $528,392 at 6%; with 50% employer match about $528,392 at 4% or $352,261 at 6%; with 100% employer match about $396,294 at 4% or $264,196 at 6%.
Regency Investment Advisors Retirement Plan-4$306,282$126,814$31,704iApproximate average salary by contribution assumption: employee only about $792,588 at 4% or $528,392 at 6%; with 50% employer match about $528,392 at 4% or $352,261 at 6%; with 100% employer match about $396,294 at 4% or $264,196 at 6%.
200614$165,523$128,768$32,192iApproximate average salary by contribution assumption: employee only about $804,800 at 4% or $536,533 at 6%; with 50% employer match about $536,533 at 4% or $357,689 at 6%; with 100% employer match about $402,400 at 4% or $268,267 at 6%.
Regency Investment Advisors Retirement Plan-4$165,523$128,768$32,192iApproximate average salary by contribution assumption: employee only about $804,800 at 4% or $536,533 at 6%; with 50% employer match about $536,533 at 4% or $357,689 at 6%; with 100% employer match about $402,400 at 4% or $268,267 at 6%.
200515$30,002$30,002$6,000iApproximate average salary by contribution assumption: employee only about $150,010 at 4% or $100,007 at 6%; with 50% employer match about $100,007 at 4% or $66,671 at 6%; with 100% employer match about $75,005 at 4% or $50,003 at 6%.
Regency Investment Advisors Retirement Plan-5$30,002$30,002$6,000iApproximate average salary by contribution assumption: employee only about $150,010 at 4% or $100,007 at 6%; with 50% employer match about $100,007 at 4% or $66,671 at 6%; with 100% employer match about $75,005 at 4% or $50,003 at 6%.