Ragsdale Asset Management LLC
Plan context: Ragsdale Asset Management LLC Profit Sharing Plan & Trust
EIN 83-1663676 • San Clemente, CA • 7 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$1,812,215
2024 Contributions
$430,052
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 | 1 | 3 | $1,812,215 | $430,052 | $143,351iApproximate average salary by contribution assumption: employee only about $3,583,767 at 4% or $2,389,178 at 6%; with 50% employer match about $2,389,178 at 4% or $1,592,785 at 6%; with 100% employer match about $1,791,883 at 4% or $1,194,589 at 6%. |
| Ragsdale Asset Management LLC Profit Sharing Plan & Trust | - | 3 | $1,812,215 | $430,052 | $143,351iApproximate average salary by contribution assumption: employee only about $3,583,767 at 4% or $2,389,178 at 6%; with 50% employer match about $2,389,178 at 4% or $1,592,785 at 6%; with 100% employer match about $1,791,883 at 4% or $1,194,589 at 6%. |
| 2023 | 1 | 3 | $1,305,677 | $0 | - |
| Ragsdale Asset Management LLC Profit Sharing Plan & Trust | - | 3 | $1,305,677 | - | - |
| 2022 | 1 | 2 | $1,248,769 | $0 | - |
| Ragsdale Asset Management LLC Profit Sharing Plan & Trust | - | 2 | $1,248,769 | - | - |
| 2021 | 1 | 2 | $1,246,743 | $0 | - |
| Ragsdale Asset Management LLC Profit Sharing Plan & Trust | - | 2 | $1,246,743 | $0 | - |
| 2020 | 1 | 2 | $1,241,894 | $0 | - |
| Ragsdale Asset Management LLC Profit Sharing Plan & Trust | - | 2 | $1,241,894 | - | - |
| 2019 | 1 | 2 | $1,308,350 | $0 | - |
| Ragsdale Asset Management LLC Profit Sharing Plan & Trust | - | 2 | $1,308,350 | - | - |
| 2018 | 1 | 2 | $1,264,819 | $0 | - |
| Ragsdale Asset Management LLC Profit Sharing Plan & Trust | - | 2 | $1,264,819 | - | - |