Civic Intelligence

Russell, Mainini & Franklin LLP

Plan context: Russell, Mainini & Franklin LLP 401(K) Profit Sharing Plan

EIN 77-0499266 • San Luis Obispo, CA • 29 filings • 4 plans

615 Clarion Court, Suite 1San Luis Obispo, CA 93401
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$4,403,479

2025 Contributions

$323,028

Historical Graphs

Total Assets Over Time

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

$5,444,321$2,722,161$0199920132025YearValue
$4,403,479Latest year 2025

Participants Over Time

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

630199920122025YearValue
5Latest year 2025

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
202525$4,403,479$323,028$64,606iApproximate average salary by contribution assumption: employee only about $1,615,140 at 4% or $1,076,760 at 6%; with 50% employer match about $1,076,760 at 4% or $717,840 at 6%; with 100% employer match about $807,570 at 4% or $538,380 at 6%.
Russell, Mainini & Franklin LLP 401(K) Profit Sharing Plan-5$4,040,239$153,614$30,723iApproximate average salary by contribution assumption: employee only about $768,070 at 4% or $512,047 at 6%; with 50% employer match about $512,047 at 4% or $341,364 at 6%; with 100% employer match about $384,035 at 4% or $256,023 at 6%.
RUSSELL, MAININI & FRANKLIN, LLP CASH BALANCE PLAN-4$363,240$169,414$42,354iApproximate average salary by contribution assumption: employee only about $1,058,838 at 4% or $705,892 at 6%; with 50% employer match about $705,892 at 4% or $470,594 at 6%; with 100% employer match about $529,419 at 4% or $352,946 at 6%.
202425$3,855,027$285,578$57,116iApproximate average salary by contribution assumption: employee only about $1,427,890 at 4% or $951,927 at 6%; with 50% employer match about $951,927 at 4% or $634,618 at 6%; with 100% employer match about $713,945 at 4% or $475,963 at 6%.
Russell, Mainini & Franklin LLP 401(K) Profit Sharing Plan-5$3,689,802$120,353$24,071iApproximate average salary by contribution assumption: employee only about $601,765 at 4% or $401,177 at 6%; with 50% employer match about $401,177 at 4% or $267,451 at 6%; with 100% employer match about $300,883 at 4% or $200,588 at 6%.
RUSSELL, MAININI & FRANKLIN, LLP CASH BALANCE PLAN-4$165,225$165,225$41,306iApproximate average salary by contribution assumption: employee only about $1,032,656 at 4% or $688,438 at 6%; with 50% employer match about $688,438 at 4% or $458,958 at 6%; with 100% employer match about $516,328 at 4% or $344,219 at 6%.
202315$5,444,321$150,494$30,099iApproximate average salary by contribution assumption: employee only about $752,470 at 4% or $501,647 at 6%; with 50% employer match about $501,647 at 4% or $334,431 at 6%; with 100% employer match about $376,235 at 4% or $250,823 at 6%.
Russell, Mainini & Franklin LLP 401(K) Profit Sharing Plan-5$5,444,321$150,494$30,099iApproximate average salary by contribution assumption: employee only about $752,470 at 4% or $501,647 at 6%; with 50% employer match about $501,647 at 4% or $334,431 at 6%; with 100% employer match about $376,235 at 4% or $250,823 at 6%.
202216$4,668,622$169,125$28,188iApproximate average salary by contribution assumption: employee only about $704,688 at 4% or $469,792 at 6%; with 50% employer match about $469,792 at 4% or $313,194 at 6%; with 100% employer match about $352,344 at 4% or $234,896 at 6%.
Russell, Mainini & Franklin LLP 401(K) Profit Sharing Plan-6$4,668,622$169,125$28,188iApproximate average salary by contribution assumption: employee only about $704,688 at 4% or $469,792 at 6%; with 50% employer match about $469,792 at 4% or $313,194 at 6%; with 100% employer match about $352,344 at 4% or $234,896 at 6%.
202115$4,495,164$162,262$32,452iApproximate average salary by contribution assumption: employee only about $811,310 at 4% or $540,873 at 6%; with 50% employer match about $540,873 at 4% or $360,582 at 6%; with 100% employer match about $405,655 at 4% or $270,437 at 6%.
Russell, Mainini & Franklin LLP 401(K) Profit Sharing Plan-5$4,495,164$162,262$32,452iApproximate average salary by contribution assumption: employee only about $811,310 at 4% or $540,873 at 6%; with 50% employer match about $540,873 at 4% or $360,582 at 6%; with 100% employer match about $405,655 at 4% or $270,437 at 6%.
202015$4,081,113$155,660$31,132iApproximate average salary by contribution assumption: employee only about $778,300 at 4% or $518,867 at 6%; with 50% employer match about $518,867 at 4% or $345,911 at 6%; with 100% employer match about $389,150 at 4% or $259,433 at 6%.
Russell, Mainini & Franklin LLP 401(K) Profit Sharing Plan-5$4,081,113$155,660$31,132iApproximate average salary by contribution assumption: employee only about $778,300 at 4% or $518,867 at 6%; with 50% employer match about $518,867 at 4% or $345,911 at 6%; with 100% employer match about $389,150 at 4% or $259,433 at 6%.
201914$3,653,757$141,347$35,337iApproximate average salary by contribution assumption: employee only about $883,419 at 4% or $588,946 at 6%; with 50% employer match about $588,946 at 4% or $392,631 at 6%; with 100% employer match about $441,709 at 4% or $294,473 at 6%.
Russell, Mainini & Franklin LLP 401(K) Profit Sharing Plan-4$3,653,757$141,347$35,337iApproximate average salary by contribution assumption: employee only about $883,419 at 4% or $588,946 at 6%; with 50% employer match about $588,946 at 4% or $392,631 at 6%; with 100% employer match about $441,709 at 4% or $294,473 at 6%.
201814$3,408,147$142,736$35,684iApproximate average salary by contribution assumption: employee only about $892,100 at 4% or $594,733 at 6%; with 50% employer match about $594,733 at 4% or $396,489 at 6%; with 100% employer match about $446,050 at 4% or $297,367 at 6%.
Russell, Mainini & Franklin LLP 401(K) Profit Sharing Plan-4$3,408,147$142,736$35,684iApproximate average salary by contribution assumption: employee only about $892,100 at 4% or $594,733 at 6%; with 50% employer match about $594,733 at 4% or $396,489 at 6%; with 100% employer match about $446,050 at 4% or $297,367 at 6%.
201714$3,216,774$135,944$33,986iApproximate average salary by contribution assumption: employee only about $849,650 at 4% or $566,433 at 6%; with 50% employer match about $566,433 at 4% or $377,622 at 6%; with 100% employer match about $424,825 at 4% or $283,217 at 6%.
Russell, Mainini & Franklin LLP 401(K) Profit Sharing Plan-4$3,216,774$135,944$33,986iApproximate average salary by contribution assumption: employee only about $849,650 at 4% or $566,433 at 6%; with 50% employer match about $566,433 at 4% or $377,622 at 6%; with 100% employer match about $424,825 at 4% or $283,217 at 6%.
201614$2,854,801$133,447$33,362iApproximate average salary by contribution assumption: employee only about $834,044 at 4% or $556,029 at 6%; with 50% employer match about $556,029 at 4% or $370,686 at 6%; with 100% employer match about $417,022 at 4% or $278,015 at 6%.
Russell, Mainini & Franklin LLP 401(K) Profit Sharing Plan-4$2,854,801$133,447$33,362iApproximate average salary by contribution assumption: employee only about $834,044 at 4% or $556,029 at 6%; with 50% employer match about $556,029 at 4% or $370,686 at 6%; with 100% employer match about $417,022 at 4% or $278,015 at 6%.
201514$2,564,172$133,107$33,277iApproximate average salary by contribution assumption: employee only about $831,919 at 4% or $554,613 at 6%; with 50% employer match about $554,613 at 4% or $369,742 at 6%; with 100% employer match about $415,959 at 4% or $277,306 at 6%.
Russell, Mainini & Franklin LLP 401(K) Profit Sharing Plan-4$2,564,172$133,107$33,277iApproximate average salary by contribution assumption: employee only about $831,919 at 4% or $554,613 at 6%; with 50% employer match about $554,613 at 4% or $369,742 at 6%; with 100% employer match about $415,959 at 4% or $277,306 at 6%.
201414$2,316,688$129,541$32,385iApproximate average salary by contribution assumption: employee only about $809,631 at 4% or $539,754 at 6%; with 50% employer match about $539,754 at 4% or $359,836 at 6%; with 100% employer match about $404,816 at 4% or $269,877 at 6%.
Russell, Mainini & Franklin LLP 401(K) Profit Sharing Plan-4$2,316,688$129,541$32,385iApproximate average salary by contribution assumption: employee only about $809,631 at 4% or $539,754 at 6%; with 50% employer match about $539,754 at 4% or $359,836 at 6%; with 100% employer match about $404,816 at 4% or $269,877 at 6%.
201314$2,055,859$127,468$31,867iApproximate average salary by contribution assumption: employee only about $796,675 at 4% or $531,117 at 6%; with 50% employer match about $531,117 at 4% or $354,078 at 6%; with 100% employer match about $398,338 at 4% or $265,558 at 6%.
Russell, Mainini & Franklin LLP 401(K) Profit Sharing Plan-4$2,055,859$127,468$31,867iApproximate average salary by contribution assumption: employee only about $796,675 at 4% or $531,117 at 6%; with 50% employer match about $531,117 at 4% or $354,078 at 6%; with 100% employer match about $398,338 at 4% or $265,558 at 6%.
201214$1,789,477$114,627$28,657iApproximate average salary by contribution assumption: employee only about $716,419 at 4% or $477,613 at 6%; with 50% employer match about $477,613 at 4% or $318,408 at 6%; with 100% employer match about $358,209 at 4% or $238,806 at 6%.
Russell, Mainini & Franklin LLP 401(K) Profit Sharing Plan-4$1,789,477$114,627$28,657iApproximate average salary by contribution assumption: employee only about $716,419 at 4% or $477,613 at 6%; with 50% employer match about $477,613 at 4% or $318,408 at 6%; with 100% employer match about $358,209 at 4% or $238,806 at 6%.
201114$1,574,064$108,365$27,091iApproximate average salary by contribution assumption: employee only about $677,281 at 4% or $451,521 at 6%; with 50% employer match about $451,521 at 4% or $301,014 at 6%; with 100% employer match about $338,641 at 4% or $225,760 at 6%.
Russell, Mainini & Franklin LLP 401(K) Profit Sharing Plan-4$1,574,064$108,365$27,091iApproximate average salary by contribution assumption: employee only about $677,281 at 4% or $451,521 at 6%; with 50% employer match about $451,521 at 4% or $301,014 at 6%; with 100% employer match about $338,641 at 4% or $225,760 at 6%.
201014$1,388,323$108,376$27,094iApproximate average salary by contribution assumption: employee only about $677,350 at 4% or $451,567 at 6%; with 50% employer match about $451,567 at 4% or $301,044 at 6%; with 100% employer match about $338,675 at 4% or $225,783 at 6%.
Russell, Mainini & Franklin LLP 401(K) Profit Sharing Plan-4$1,388,323$108,376$27,094iApproximate average salary by contribution assumption: employee only about $677,350 at 4% or $451,567 at 6%; with 50% employer match about $451,567 at 4% or $301,044 at 6%; with 100% employer match about $338,675 at 4% or $225,783 at 6%.
200914$1,195,437$111,796$27,949iApproximate average salary by contribution assumption: employee only about $698,725 at 4% or $465,817 at 6%; with 50% employer match about $465,817 at 4% or $310,544 at 6%; with 100% employer match about $349,363 at 4% or $232,908 at 6%.
Russell, Mainini & Franklin LLP 401(K) Profit Sharing Plan-4$1,195,437$111,796$27,949iApproximate average salary by contribution assumption: employee only about $698,725 at 4% or $465,817 at 6%; with 50% employer match about $465,817 at 4% or $310,544 at 6%; with 100% employer match about $349,363 at 4% or $232,908 at 6%.
200813$1,001,545$45,506$15,169iApproximate average salary by contribution assumption: employee only about $379,217 at 4% or $252,811 at 6%; with 50% employer match about $252,811 at 4% or $168,541 at 6%; with 100% employer match about $189,608 at 4% or $126,406 at 6%.
Russell, Mainini & Franklin LLP 401(K) Profit Sharing Plan-3$1,001,545$45,506$15,169iApproximate average salary by contribution assumption: employee only about $379,217 at 4% or $252,811 at 6%; with 50% employer match about $252,811 at 4% or $168,541 at 6%; with 100% employer match about $189,608 at 4% or $126,406 at 6%.
200714$947,932$105,842$26,461iApproximate average salary by contribution assumption: employee only about $661,513 at 4% or $441,008 at 6%; with 50% employer match about $441,008 at 4% or $294,006 at 6%; with 100% employer match about $330,756 at 4% or $220,504 at 6%.
Russell, Mainini & Franklin LLP 401(K) Profit Sharing Plan-4$947,932$105,842$26,461iApproximate average salary by contribution assumption: employee only about $661,513 at 4% or $441,008 at 6%; with 50% employer match about $441,008 at 4% or $294,006 at 6%; with 100% employer match about $330,756 at 4% or $220,504 at 6%.
200614$779,497$101,011$25,253iApproximate average salary by contribution assumption: employee only about $631,319 at 4% or $420,879 at 6%; with 50% employer match about $420,879 at 4% or $280,586 at 6%; with 100% employer match about $315,659 at 4% or $210,440 at 6%.
Russell, Mainini & Franklin LLP 401(K) Profit Sharing Plan-4$779,497$101,011$25,253iApproximate average salary by contribution assumption: employee only about $631,319 at 4% or $420,879 at 6%; with 50% employer match about $420,879 at 4% or $280,586 at 6%; with 100% employer match about $315,659 at 4% or $210,440 at 6%.
200514$627,957$94,913$23,728iApproximate average salary by contribution assumption: employee only about $593,206 at 4% or $395,471 at 6%; with 50% employer match about $395,471 at 4% or $263,647 at 6%; with 100% employer match about $296,603 at 4% or $197,735 at 6%.
Russell, Mainini & Franklin LLP 401(K) Profit Sharing Plan-4$627,957$94,913$23,728iApproximate average salary by contribution assumption: employee only about $593,206 at 4% or $395,471 at 6%; with 50% employer match about $395,471 at 4% or $263,647 at 6%; with 100% employer match about $296,603 at 4% or $197,735 at 6%.
200414$515,159$91,498$22,875iApproximate average salary by contribution assumption: employee only about $571,863 at 4% or $381,242 at 6%; with 50% employer match about $381,242 at 4% or $254,161 at 6%; with 100% employer match about $285,931 at 4% or $190,621 at 6%.
Russell, Mainini & Franklin LLP 401(K) Profit Sharing Plan-4$515,159$91,498$22,875iApproximate average salary by contribution assumption: employee only about $571,863 at 4% or $381,242 at 6%; with 50% employer match about $381,242 at 4% or $254,161 at 6%; with 100% employer match about $285,931 at 4% or $190,621 at 6%.
200314$394,841$90,094$22,524iApproximate average salary by contribution assumption: employee only about $563,088 at 4% or $375,392 at 6%; with 50% employer match about $375,392 at 4% or $250,261 at 6%; with 100% employer match about $281,544 at 4% or $187,696 at 6%.
Russell, Mainini & Franklin LLP 401(K) Profit Sharing Plan-4$394,841$90,094$22,524iApproximate average salary by contribution assumption: employee only about $563,088 at 4% or $375,392 at 6%; with 50% employer match about $375,392 at 4% or $250,261 at 6%; with 100% employer match about $281,544 at 4% or $187,696 at 6%.
200214$274,458$88,748$22,187iApproximate average salary by contribution assumption: employee only about $554,675 at 4% or $369,783 at 6%; with 50% employer match about $369,783 at 4% or $246,522 at 6%; with 100% employer match about $277,338 at 4% or $184,892 at 6%.
Russell, Mainini & Franklin LLP 401(K) Profit Sharing Plan-4$274,458$88,748$22,187iApproximate average salary by contribution assumption: employee only about $554,675 at 4% or $369,783 at 6%; with 50% employer match about $369,783 at 4% or $246,522 at 6%; with 100% employer match about $277,338 at 4% or $184,892 at 6%.
200113$0$0-
Russell, Mainini & Franklin LLP 401(K) Profit Sharing Plan-3---
200014$132,512$68,842$17,211iApproximate average salary by contribution assumption: employee only about $430,263 at 4% or $286,842 at 6%; with 50% employer match about $286,842 at 4% or $191,228 at 6%; with 100% employer match about $215,131 at 4% or $143,421 at 6%.
Russell, Mainini & Franklin LLP 401(K) Profit Sharing Plan-4$132,512$68,842$17,211iApproximate average salary by contribution assumption: employee only about $430,263 at 4% or $286,842 at 6%; with 50% employer match about $286,842 at 4% or $191,228 at 6%; with 100% employer match about $215,131 at 4% or $143,421 at 6%.
199914$62,291$61,729$15,432iApproximate average salary by contribution assumption: employee only about $385,806 at 4% or $257,204 at 6%; with 50% employer match about $257,204 at 4% or $171,469 at 6%; with 100% employer match about $192,903 at 4% or $128,602 at 6%.
Russell, Mainini & Franklin LLP 401(K) Profit Sharing Plan-4$62,291$61,729$15,432iApproximate average salary by contribution assumption: employee only about $385,806 at 4% or $257,204 at 6%; with 50% employer match about $257,204 at 4% or $171,469 at 6%; with 100% employer match about $192,903 at 4% or $128,602 at 6%.