Civic Intelligence

Reckon Advisors LLC

Plan context: Reckon Advisors 401(K) Plan

EIN 82-4763724 • Fremont, CA • 7 filings • 1 plans

40617 Marino WayFremont, CA 94539
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$729,059

2025 Contributions

$95,623

Historical Graphs

Total Assets Over Time

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

$729,059$364,530$0201920222025YearValue
$729,059Latest year 2025

Participants Over Time

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

420201920222025YearValue
4Latest 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
202514$729,059$95,623$23,906iApproximate average salary by contribution assumption: employee only about $597,644 at 4% or $398,429 at 6%; with 50% employer match about $398,429 at 4% or $265,619 at 6%; with 100% employer match about $298,822 at 4% or $199,215 at 6%.
Reckon Advisors 401(K) Plan-4$729,059$95,623$23,906iApproximate average salary by contribution assumption: employee only about $597,644 at 4% or $398,429 at 6%; with 50% employer match about $398,429 at 4% or $265,619 at 6%; with 100% employer match about $298,822 at 4% or $199,215 at 6%.
202414$523,180$88,469$22,117iApproximate average salary by contribution assumption: employee only about $552,931 at 4% or $368,621 at 6%; with 50% employer match about $368,621 at 4% or $245,747 at 6%; with 100% employer match about $276,466 at 4% or $184,310 at 6%.
Reckon Advisors 401(K) Plan-4$523,180$88,469$22,117iApproximate average salary by contribution assumption: employee only about $552,931 at 4% or $368,621 at 6%; with 50% employer match about $368,621 at 4% or $245,747 at 6%; with 100% employer match about $276,466 at 4% or $184,310 at 6%.
202314$376,370$74,352$18,588iApproximate average salary by contribution assumption: employee only about $464,700 at 4% or $309,800 at 6%; with 50% employer match about $309,800 at 4% or $206,533 at 6%; with 100% employer match about $232,350 at 4% or $154,900 at 6%.
Reckon Advisors 401(K) Plan-4$376,370$74,352$18,588iApproximate average salary by contribution assumption: employee only about $464,700 at 4% or $309,800 at 6%; with 50% employer match about $309,800 at 4% or $206,533 at 6%; with 100% employer match about $232,350 at 4% or $154,900 at 6%.
202213$247,782$83,699$27,900iApproximate average salary by contribution assumption: employee only about $697,492 at 4% or $464,994 at 6%; with 50% employer match about $464,994 at 4% or $309,996 at 6%; with 100% employer match about $348,746 at 4% or $232,497 at 6%.
Reckon Advisors 401(K) Plan-3$247,782$83,699$27,900iApproximate average salary by contribution assumption: employee only about $697,492 at 4% or $464,994 at 6%; with 50% employer match about $464,994 at 4% or $309,996 at 6%; with 100% employer match about $348,746 at 4% or $232,497 at 6%.
202112$207,929$76,673$38,337iApproximate average salary by contribution assumption: employee only about $958,413 at 4% or $638,942 at 6%; with 50% employer match about $638,942 at 4% or $425,961 at 6%; with 100% employer match about $479,206 at 4% or $319,471 at 6%.
Reckon Advisors 401(K) Plan-2$207,929$76,673$38,337iApproximate average salary by contribution assumption: employee only about $958,413 at 4% or $638,942 at 6%; with 50% employer match about $638,942 at 4% or $425,961 at 6%; with 100% employer match about $479,206 at 4% or $319,471 at 6%.
202012$106,213$65,445$32,723iApproximate average salary by contribution assumption: employee only about $818,063 at 4% or $545,375 at 6%; with 50% employer match about $545,375 at 4% or $363,583 at 6%; with 100% employer match about $409,031 at 4% or $272,688 at 6%.
Reckon Advisors 401(K) Plan-2$106,213$65,445$32,723iApproximate average salary by contribution assumption: employee only about $818,063 at 4% or $545,375 at 6%; with 50% employer match about $545,375 at 4% or $363,583 at 6%; with 100% employer match about $409,031 at 4% or $272,688 at 6%.
201911$18,309$18,113$18,113iApproximate average salary by contribution assumption: employee only about $452,825 at 4% or $301,883 at 6%; with 50% employer match about $301,883 at 4% or $201,256 at 6%; with 100% employer match about $226,413 at 4% or $150,942 at 6%.
Reckon Advisors 401(K) Plan-1$18,309$18,113$18,113iApproximate average salary by contribution assumption: employee only about $452,825 at 4% or $301,883 at 6%; with 50% employer match about $301,883 at 4% or $201,256 at 6%; with 100% employer match about $226,413 at 4% or $150,942 at 6%.