Civic Intelligence

Joseph Richards Inc.

Plan context: Joseph Richards Inc Pension Trust

EIN 81-0187610 • Butte, MT • 42 filings • 7 plans

1800 Florence AvenueButte, MT 59701
Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$323,419

2021 Contributions

$56,857

Historical Graphs

Total Assets Over Time

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

$1,373,755$686,878$0199920132020YearValue
$323,419Latest year 2020

Participants Over Time

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

630199920112020YearValue
1Latest year 2020

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
202110$0$0-
Joseph Richards Inc Pension Trust-0---
202011$323,419$0-
Joseph Richards Inc Pension Trust-1$323,419--
201921$235,086$0-
Joseph Richards Inc Pension Trust-1$235,086--
Joseph Richards Inc Profit Sharing-0---
201822$587,887$0-
Joseph Richards Inc Profit Sharing-2$312,325--
Joseph Richards Inc Pension Trust-2$275,562--
201722$557,787$0-
Joseph Richards Inc Profit Sharing-2$296,333--
Joseph Richards Inc Pension Trust-2$261,454--
201622$527,376$0-
Joseph Richards Inc Profit Sharing-2$280,176--
Joseph Richards Inc Pension Trust-2$247,200--
201522$405,938$0-
Joseph Richards Inc Profit Sharing-2$215,660--
Joseph Richards Inc Pension Trust-2$190,278--
201422$400,208$0-
Joseph Richards Inc Profit Sharing-2$212,617--
Joseph Richards Inc Pension Trust-2$187,591--
201322$389,924$0-
Joseph Richards Inc Profit Sharing-2$207,153--
Joseph Richards Inc Pension Trust-2$182,771--
201222$356,305$0-
Joseph Richards Inc Profit Sharing-2$189,290--
Joseph Richards Inc Pension Trust-2$167,015--
201122$278,144$0-
Joseph Richards Inc Profit Sharing-2$147,767--
Joseph Richards Inc Pension Trust-2$130,377--
201022$263,473$0-
Joseph Richards Inc Profit Sharing-2$139,974--
Joseph Richards Inc Pension Trust-2$123,499--
200920$0$0-
Joseph Richards Inc Pension Trust-----
Joseph Richards Inc Profit Sharing-----
200726$0$0-
Joseph Richards Inc Profit Sharing-6---
Joseph Richards Inc Pension Trust-5---
200626$925,886$56,857$9,476iApproximate average salary by contribution assumption: employee only about $236,904 at 4% or $157,936 at 6%; with 50% employer match about $157,936 at 4% or $105,291 at 6%; with 100% employer match about $118,452 at 4% or $78,968 at 6%.
Joseph Richards Inc Profit Sharing-6$531,402$34,414$5,736iApproximate average salary by contribution assumption: employee only about $143,392 at 4% or $95,594 at 6%; with 50% employer match about $95,594 at 4% or $63,730 at 6%; with 100% employer match about $71,696 at 4% or $47,797 at 6%.
Joseph Richards Inc Pension Trust-5$394,484$22,443$4,489iApproximate average salary by contribution assumption: employee only about $112,215 at 4% or $74,810 at 6%; with 50% employer match about $74,810 at 4% or $49,873 at 6%; with 100% employer match about $56,108 at 4% or $37,405 at 6%.
200526$1,373,755$72,417$12,070iApproximate average salary by contribution assumption: employee only about $301,738 at 4% or $201,158 at 6%; with 50% employer match about $201,158 at 4% or $134,106 at 6%; with 100% employer match about $150,869 at 4% or $100,579 at 6%.
Joseph Richards Inc Profit Sharing-6$772,201$43,450$7,242iApproximate average salary by contribution assumption: employee only about $181,042 at 4% or $120,694 at 6%; with 50% employer match about $120,694 at 4% or $80,463 at 6%; with 100% employer match about $90,521 at 4% or $60,347 at 6%.
Joseph Richards Inc Pension Trust-5$601,554$28,967$5,793iApproximate average salary by contribution assumption: employee only about $144,835 at 4% or $96,557 at 6%; with 50% employer match about $96,557 at 4% or $64,371 at 6%; with 100% employer match about $72,418 at 4% or $48,278 at 6%.
200425$1,161,705$60,754$12,151iApproximate average salary by contribution assumption: employee only about $303,770 at 4% or $202,513 at 6%; with 50% employer match about $202,513 at 4% or $135,009 at 6%; with 100% employer match about $151,885 at 4% or $101,257 at 6%.
Joseph Richards Inc Profit Sharing-5$643,127$37,683$7,537iApproximate average salary by contribution assumption: employee only about $188,415 at 4% or $125,610 at 6%; with 50% employer match about $125,610 at 4% or $83,740 at 6%; with 100% employer match about $94,208 at 4% or $62,805 at 6%.
Joseph Richards Inc Pension Trust-4$518,578$23,071$5,768iApproximate average salary by contribution assumption: employee only about $144,194 at 4% or $96,129 at 6%; with 50% employer match about $96,129 at 4% or $64,086 at 6%; with 100% employer match about $72,097 at 4% or $48,065 at 6%.
200326$0$0-
Joseph Richards Inc Pension Trust-5---
Joseph Richards Inc Profit Sharing-6---
200226$0$0-
Joseph Richards Inc Profit Sharing-6---
Joseph Richards Inc Pension Trust-5---
200126$0$0-
Joseph Richards Inc Pension Trust-5---
Joseph Richards Inc Profit Sharing-6---
200025$0$0-
Joseph Richards Inc Pension Trust-4---
Joseph Richards Inc Profit Sharing-5---
199925$1,328,169$32,086$6,417iApproximate average salary by contribution assumption: employee only about $160,430 at 4% or $106,953 at 6%; with 50% employer match about $106,953 at 4% or $71,302 at 6%; with 100% employer match about $80,215 at 4% or $53,477 at 6%.
Joseph Richards Inc Profit Sharing-5$760,455$10,696$2,139iApproximate average salary by contribution assumption: employee only about $53,480 at 4% or $35,653 at 6%; with 50% employer match about $35,653 at 4% or $23,769 at 6%; with 100% employer match about $26,740 at 4% or $17,827 at 6%.
Joseph Richards Inc Pension Trust-4$567,714$21,390$5,348iApproximate average salary by contribution assumption: employee only about $133,688 at 4% or $89,125 at 6%; with 50% employer match about $89,125 at 4% or $59,417 at 6%; with 100% employer match about $66,844 at 4% or $44,563 at 6%.