Civic Intelligence

Rivera Advisors Inc.

Plan context: Rivera Advisors Retirement Plan

EIN 81-2547884 • 7 filings • 1 plans

Current Snapshot

Latest Year

2022

2022 Participants

3

2022 Assets

$291,500

2022 Contributions

$60,271

Historical Graphs

Total Assets Over Time

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

$291,500$145,750$0201620202022YearValue
$291,500Latest year 2022

Participants Over Time

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

420201620192022YearValue
3Latest year 2022

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
202213$291,500$0-
Rivera Advisors Retirement Plan-3$291,500--
202113$265,000$0-
Rivera Advisors Retirement Plan-3$265,000--
202014$226,431$0-
Rivera Advisors Retirement Plan-4$226,431--
201914$178,983$0-
Rivera Advisors Retirement Plan-4$178,983--
201814$0$0-
Rivera Advisors Retirement Plan-4---
201711$19,457$0-
Rivera Advisors Retirement Plan-1$19,457--
201611$25,702$60,271$60,271iApproximate average salary by contribution assumption: employee only about $1,506,775 at 4% or $1,004,517 at 6%; with 50% employer match about $1,004,517 at 4% or $669,678 at 6%; with 100% employer match about $753,388 at 4% or $502,258 at 6%.
Rivera Advisors Retirement Plan-1$25,702$60,271$60,271iApproximate average salary by contribution assumption: employee only about $1,506,775 at 4% or $1,004,517 at 6%; with 50% employer match about $1,004,517 at 4% or $669,678 at 6%; with 100% employer match about $753,388 at 4% or $502,258 at 6%.