Regional Representative Payee
Plan context: Regional Representative Payee 401(K) Profit Sharing Plan & Trust
EIN 80-0653505 • Hamilton, OH • 15 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$11,603
2025 Contributions
$3,329
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $11,603 | $3,329 | $1,665iApproximate average salary by contribution assumption: employee only about $41,613 at 4% or $27,742 at 6%; with 50% employer match about $27,742 at 4% or $18,494 at 6%; with 100% employer match about $20,806 at 4% or $13,871 at 6%. |
| Regional Representative Payee 401(K) Profit Sharing Plan & Trust | - | 2 | $11,603 | $3,329 | $1,665iApproximate average salary by contribution assumption: employee only about $41,613 at 4% or $27,742 at 6%; with 50% employer match about $27,742 at 4% or $18,494 at 6%; with 100% employer match about $20,806 at 4% or $13,871 at 6%. |
| 2024 | 1 | 2 | $31,036 | $3,576 | $1,788iApproximate average salary by contribution assumption: employee only about $44,700 at 4% or $29,800 at 6%; with 50% employer match about $29,800 at 4% or $19,867 at 6%; with 100% employer match about $22,350 at 4% or $14,900 at 6%. |
| Regional Representative Payee 401(K) Profit Sharing Plan & Trust | - | 2 | $31,036 | $3,576 | $1,788iApproximate average salary by contribution assumption: employee only about $44,700 at 4% or $29,800 at 6%; with 50% employer match about $29,800 at 4% or $19,867 at 6%; with 100% employer match about $22,350 at 4% or $14,900 at 6%. |
| 2023 | 1 | 2 | $50,386 | $3,548 | $1,774iApproximate average salary by contribution assumption: employee only about $44,350 at 4% or $29,567 at 6%; with 50% employer match about $29,567 at 4% or $19,711 at 6%; with 100% employer match about $22,175 at 4% or $14,783 at 6%. |
| Regional Representative Payee 401(K) Profit Sharing Plan & Trust | - | 2 | $50,386 | $3,548 | $1,774iApproximate average salary by contribution assumption: employee only about $44,350 at 4% or $29,567 at 6%; with 50% employer match about $29,567 at 4% or $19,711 at 6%; with 100% employer match about $22,175 at 4% or $14,783 at 6%. |
| 2022 | 1 | 1 | $43,303 | $4,637 | $4,637iApproximate average salary by contribution assumption: employee only about $115,925 at 4% or $77,283 at 6%; with 50% employer match about $77,283 at 4% or $51,522 at 6%; with 100% employer match about $57,963 at 4% or $38,642 at 6%. |
| Regional Representative Payee 401(K) Profit Sharing Plan & Trust | - | 1 | $43,303 | $4,637 | $4,637iApproximate average salary by contribution assumption: employee only about $115,925 at 4% or $77,283 at 6%; with 50% employer match about $77,283 at 4% or $51,522 at 6%; with 100% employer match about $57,963 at 4% or $38,642 at 6%. |
| 2021 | 1 | 2 | $64,366 | $5,137 | $2,569iApproximate average salary by contribution assumption: employee only about $64,213 at 4% or $42,808 at 6%; with 50% employer match about $42,808 at 4% or $28,539 at 6%; with 100% employer match about $32,106 at 4% or $21,404 at 6%. |
| Regional Representative Payee 401(K) Profit Sharing Plan & Trust | - | 2 | $64,366 | $5,137 | $2,569iApproximate average salary by contribution assumption: employee only about $64,213 at 4% or $42,808 at 6%; with 50% employer match about $42,808 at 4% or $28,539 at 6%; with 100% employer match about $32,106 at 4% or $21,404 at 6%. |
| 2020 | 1 | 2 | $55,671 | $5,037 | $2,519iApproximate average salary by contribution assumption: employee only about $62,963 at 4% or $41,975 at 6%; with 50% employer match about $41,975 at 4% or $27,983 at 6%; with 100% employer match about $31,481 at 4% or $20,988 at 6%. |
| Regional Representative Payee 401(K) Profit Sharing Plan & Trust | - | 2 | $55,671 | $5,037 | $2,519iApproximate average salary by contribution assumption: employee only about $62,963 at 4% or $41,975 at 6%; with 50% employer match about $41,975 at 4% or $27,983 at 6%; with 100% employer match about $31,481 at 4% or $20,988 at 6%. |
| 2019 | 1 | 2 | $45,596 | $5,012 | $2,506iApproximate average salary by contribution assumption: employee only about $62,650 at 4% or $41,767 at 6%; with 50% employer match about $41,767 at 4% or $27,844 at 6%; with 100% employer match about $31,325 at 4% or $20,883 at 6%. |
| Regional Representative Payee 401(K) Profit Sharing Plan & Trust | - | 2 | $45,596 | $5,012 | $2,506iApproximate average salary by contribution assumption: employee only about $62,650 at 4% or $41,767 at 6%; with 50% employer match about $41,767 at 4% or $27,844 at 6%; with 100% employer match about $31,325 at 4% or $20,883 at 6%. |
| 2018 | 1 | 2 | $35,239 | $4,862 | $2,431iApproximate average salary by contribution assumption: employee only about $60,775 at 4% or $40,517 at 6%; with 50% employer match about $40,517 at 4% or $27,011 at 6%; with 100% employer match about $30,388 at 4% or $20,258 at 6%. |
| Regional Representative Payee 401(K) Profit Sharing Plan & Trust | - | 2 | $35,239 | $4,862 | $2,431iApproximate average salary by contribution assumption: employee only about $60,775 at 4% or $40,517 at 6%; with 50% employer match about $40,517 at 4% or $27,011 at 6%; with 100% employer match about $30,388 at 4% or $20,258 at 6%. |
| 2017 | 1 | 2 | $31,576 | $4,862 | $2,431iApproximate average salary by contribution assumption: employee only about $60,775 at 4% or $40,517 at 6%; with 50% employer match about $40,517 at 4% or $27,011 at 6%; with 100% employer match about $30,388 at 4% or $20,258 at 6%. |
| Regional Representative Payee 401(K) Profit Sharing Plan & Trust | - | 2 | $31,576 | $4,862 | $2,431iApproximate average salary by contribution assumption: employee only about $60,775 at 4% or $40,517 at 6%; with 50% employer match about $40,517 at 4% or $27,011 at 6%; with 100% employer match about $30,388 at 4% or $20,258 at 6%. |
| 2016 | 1 | 2 | $23,852 | $5,737 | $2,869iApproximate average salary by contribution assumption: employee only about $71,713 at 4% or $47,808 at 6%; with 50% employer match about $47,808 at 4% or $31,872 at 6%; with 100% employer match about $35,856 at 4% or $23,904 at 6%. |
| Regional Representative Payee 401(K) Profit Sharing Plan & Trust | - | 2 | $23,852 | $5,737 | $2,869iApproximate average salary by contribution assumption: employee only about $71,713 at 4% or $47,808 at 6%; with 50% employer match about $47,808 at 4% or $31,872 at 6%; with 100% employer match about $35,856 at 4% or $23,904 at 6%. |
| 2015 | 1 | 2 | $16,992 | $5,633 | $2,817iApproximate average salary by contribution assumption: employee only about $70,413 at 4% or $46,942 at 6%; with 50% employer match about $46,942 at 4% or $31,294 at 6%; with 100% employer match about $35,206 at 4% or $23,471 at 6%. |
| Regional Representative Payee 401(K) Profit Sharing Plan & Trust | - | 2 | $16,992 | $5,633 | $2,817iApproximate average salary by contribution assumption: employee only about $70,413 at 4% or $46,942 at 6%; with 50% employer match about $46,942 at 4% or $31,294 at 6%; with 100% employer match about $35,206 at 4% or $23,471 at 6%. |
| 2014 | 1 | 3 | $15,278 | $4,272 | $1,424iApproximate average salary by contribution assumption: employee only about $35,600 at 4% or $23,733 at 6%; with 50% employer match about $23,733 at 4% or $15,822 at 6%; with 100% employer match about $17,800 at 4% or $11,867 at 6%. |
| Regional Representative Payee 401(K) Profit Sharing Plan & Trust | - | 3 | $15,278 | $4,272 | $1,424iApproximate average salary by contribution assumption: employee only about $35,600 at 4% or $23,733 at 6%; with 50% employer match about $23,733 at 4% or $15,822 at 6%; with 100% employer match about $17,800 at 4% or $11,867 at 6%. |
| 2013 | 1 | 2 | $10,325 | $3,814 | $1,907iApproximate average salary by contribution assumption: employee only about $47,675 at 4% or $31,783 at 6%; with 50% employer match about $31,783 at 4% or $21,189 at 6%; with 100% employer match about $23,838 at 4% or $15,892 at 6%. |
| Regional Representative Payee 401(K) Profit Sharing Plan & Trust | - | 2 | $10,325 | $3,814 | $1,907iApproximate average salary by contribution assumption: employee only about $47,675 at 4% or $31,783 at 6%; with 50% employer match about $31,783 at 4% or $21,189 at 6%; with 100% employer match about $23,838 at 4% or $15,892 at 6%. |
| 2012 | 1 | 2 | $5,505 | $3,315 | $1,658iApproximate average salary by contribution assumption: employee only about $41,438 at 4% or $27,625 at 6%; with 50% employer match about $27,625 at 4% or $18,417 at 6%; with 100% employer match about $20,719 at 4% or $13,813 at 6%. |
| Regional Representative Payee 401(K) Profit Sharing Plan & Trust | - | 2 | $5,505 | $3,315 | $1,658iApproximate average salary by contribution assumption: employee only about $41,438 at 4% or $27,625 at 6%; with 50% employer match about $27,625 at 4% or $18,417 at 6%; with 100% employer match about $20,719 at 4% or $13,813 at 6%. |
| 2011 | 1 | 2 | $1,876 | $1,886 | $943iApproximate average salary by contribution assumption: employee only about $23,575 at 4% or $15,717 at 6%; with 50% employer match about $15,717 at 4% or $10,478 at 6%; with 100% employer match about $11,788 at 4% or $7,858 at 6%. |
| Regional Representative Payee 401(K) Profit Sharing Plan & Trust | - | 2 | $1,876 | $1,886 | $943iApproximate average salary by contribution assumption: employee only about $23,575 at 4% or $15,717 at 6%; with 50% employer match about $15,717 at 4% or $10,478 at 6%; with 100% employer match about $11,788 at 4% or $7,858 at 6%. |