Dave Richardson Inc.
Plan context: Dave Richardson Inc. 401(K) Plan
EIN 80-0476091 • Kihei, HI • 11 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$1,526,871
2024 Contributions
$197,320
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 3 | $1,526,871 | $197,320 | $65,773iApproximate average salary by contribution assumption: employee only about $1,644,333 at 4% or $1,096,222 at 6%; with 50% employer match about $1,096,222 at 4% or $730,815 at 6%; with 100% employer match about $822,167 at 4% or $548,111 at 6%. |
| Dave Richardson Inc. 401(K) Plan | - | 3 | $999,426 | $111,520 | $37,173iApproximate average salary by contribution assumption: employee only about $929,333 at 4% or $619,556 at 6%; with 50% employer match about $619,556 at 4% or $413,037 at 6%; with 100% employer match about $464,667 at 4% or $309,778 at 6%. |
| DAVE RICHARDSON INC. CASH BALANCE PLAN | - | 3 | $527,445 | $85,800 | $28,600iApproximate average salary by contribution assumption: employee only about $715,000 at 4% or $476,667 at 6%; with 50% employer match about $476,667 at 4% or $317,778 at 6%; with 100% employer match about $357,500 at 4% or $238,333 at 6%. |
| 2023 | 2 | 3 | $1,248,873 | $255,611 | $85,204iApproximate average salary by contribution assumption: employee only about $2,130,092 at 4% or $1,420,061 at 6%; with 50% employer match about $1,420,061 at 4% or $946,707 at 6%; with 100% employer match about $1,065,046 at 4% or $710,031 at 6%. |
| Dave Richardson Inc. 401(K) Plan | - | 3 | $877,477 | $105,341 | $35,114iApproximate average salary by contribution assumption: employee only about $877,842 at 4% or $585,228 at 6%; with 50% employer match about $585,228 at 4% or $390,152 at 6%; with 100% employer match about $438,921 at 4% or $292,614 at 6%. |
| DAVE RICHARDSON INC. CASH BALANCE PLAN | - | 3 | $371,396 | $150,270 | $50,090iApproximate average salary by contribution assumption: employee only about $1,252,250 at 4% or $834,833 at 6%; with 50% employer match about $834,833 at 4% or $556,556 at 6%; with 100% employer match about $626,125 at 4% or $417,417 at 6%. |
| 2022 | 2 | 3 | $843,881 | $235,182 | $78,394iApproximate average salary by contribution assumption: employee only about $1,959,850 at 4% or $1,306,567 at 6%; with 50% employer match about $1,306,567 at 4% or $871,044 at 6%; with 100% employer match about $979,925 at 4% or $653,283 at 6%. |
| Dave Richardson Inc. 401(K) Plan | - | 3 | $654,946 | $46,247 | $15,416iApproximate average salary by contribution assumption: employee only about $385,392 at 4% or $256,928 at 6%; with 50% employer match about $256,928 at 4% or $171,285 at 6%; with 100% employer match about $192,696 at 4% or $128,464 at 6%. |
| DAVE RICHARDSON INC. CASH BALANCE PLAN | - | 3 | $188,935 | $188,935 | $62,978iApproximate average salary by contribution assumption: employee only about $1,574,458 at 4% or $1,049,639 at 6%; with 50% employer match about $1,049,639 at 4% or $699,759 at 6%; with 100% employer match about $787,229 at 4% or $524,819 at 6%. |
| 2021 | 1 | 3 | $791,220 | $1,185,976 | $395,325iApproximate average salary by contribution assumption: employee only about $9,883,133 at 4% or $6,588,756 at 6%; with 50% employer match about $6,588,756 at 4% or $4,392,504 at 6%; with 100% employer match about $4,941,567 at 4% or $3,294,378 at 6%. |
| Dave Richardson Inc. 401(K) Plan | - | 3 | $791,220 | $1,185,976 | $395,325iApproximate average salary by contribution assumption: employee only about $9,883,133 at 4% or $6,588,756 at 6%; with 50% employer match about $6,588,756 at 4% or $4,392,504 at 6%; with 100% employer match about $4,941,567 at 4% or $3,294,378 at 6%. |
| 2020 | 1 | 3 | $452,650 | $257,520 | $85,840iApproximate average salary by contribution assumption: employee only about $2,146,000 at 4% or $1,430,667 at 6%; with 50% employer match about $1,430,667 at 4% or $953,778 at 6%; with 100% employer match about $1,073,000 at 4% or $715,333 at 6%. |
| Dave Richardson Inc. 401(K) Plan | - | 3 | $452,650 | $257,520 | $85,840iApproximate average salary by contribution assumption: employee only about $2,146,000 at 4% or $1,430,667 at 6%; with 50% employer match about $1,430,667 at 4% or $953,778 at 6%; with 100% employer match about $1,073,000 at 4% or $715,333 at 6%. |
| 2019 | 1 | 3 | $156,438 | $58,645 | $19,548iApproximate average salary by contribution assumption: employee only about $488,708 at 4% or $325,806 at 6%; with 50% employer match about $325,806 at 4% or $217,204 at 6%; with 100% employer match about $244,354 at 4% or $162,903 at 6%. |
| Dave Richardson Inc. 401(K) Plan | - | 3 | $156,438 | $58,645 | $19,548iApproximate average salary by contribution assumption: employee only about $488,708 at 4% or $325,806 at 6%; with 50% employer match about $325,806 at 4% or $217,204 at 6%; with 100% employer match about $244,354 at 4% or $162,903 at 6%. |
| 2018 | 1 | 3 | $93,134 | $93,124 | $31,041iApproximate average salary by contribution assumption: employee only about $776,033 at 4% or $517,356 at 6%; with 50% employer match about $517,356 at 4% or $344,904 at 6%; with 100% employer match about $388,017 at 4% or $258,678 at 6%. |
| Dave Richardson Inc. 401(K) Plan | - | 3 | $93,134 | $93,124 | $31,041iApproximate average salary by contribution assumption: employee only about $776,033 at 4% or $517,356 at 6%; with 50% employer match about $517,356 at 4% or $344,904 at 6%; with 100% employer match about $388,017 at 4% or $258,678 at 6%. |
| 2008 | 1 | 1 | $0 | $0 | - |
| Dave Richardson Inc. 401(K) Plan | - | 1 | - | - | - |