Civic Intelligence

RICHARDS & ASSOCIATES, LLC

Plan context: RICHARDS & ASSOCIATES 401(K) PLAN

EIN 85-4344412 • Woburn, MA • 6 filings • 1 plans

3 Baldwin Green CommonSuite 209Woburn, MA 01801
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$558,448

2025 Contributions

$68,490

Historical Graphs

Total Assets Over Time

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

$558,448$279,224$0202020232025YearValue
$558,448Latest year 2025

Participants Over Time

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

1260202020232025YearValue
5Latest 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
202515$558,448$68,490$13,698iApproximate average salary by contribution assumption: employee only about $342,450 at 4% or $228,300 at 6%; with 50% employer match about $228,300 at 4% or $152,200 at 6%; with 100% employer match about $171,225 at 4% or $114,150 at 6%.
RICHARDS & ASSOCIATES 401(K) PLAN-5$558,448$68,490$13,698iApproximate average salary by contribution assumption: employee only about $342,450 at 4% or $228,300 at 6%; with 50% employer match about $228,300 at 4% or $152,200 at 6%; with 100% employer match about $171,225 at 4% or $114,150 at 6%.
202415$402,722$67,482$13,496iApproximate average salary by contribution assumption: employee only about $337,410 at 4% or $224,940 at 6%; with 50% employer match about $224,940 at 4% or $149,960 at 6%; with 100% employer match about $168,705 at 4% or $112,470 at 6%.
RICHARDS & ASSOCIATES 401(K) PLAN-5$402,722$67,482$13,496iApproximate average salary by contribution assumption: employee only about $337,410 at 4% or $224,940 at 6%; with 50% employer match about $224,940 at 4% or $149,960 at 6%; with 100% employer match about $168,705 at 4% or $112,470 at 6%.
202315$281,841$65,626$13,125iApproximate average salary by contribution assumption: employee only about $328,130 at 4% or $218,753 at 6%; with 50% employer match about $218,753 at 4% or $145,836 at 6%; with 100% employer match about $164,065 at 4% or $109,377 at 6%.
RICHARDS & ASSOCIATES 401(K) PLAN-5$281,841$65,626$13,125iApproximate average salary by contribution assumption: employee only about $328,130 at 4% or $218,753 at 6%; with 50% employer match about $218,753 at 4% or $145,836 at 6%; with 100% employer match about $164,065 at 4% or $109,377 at 6%.
202217$175,574$43,071$6,153iApproximate average salary by contribution assumption: employee only about $153,825 at 4% or $102,550 at 6%; with 50% employer match about $102,550 at 4% or $68,367 at 6%; with 100% employer match about $76,913 at 4% or $51,275 at 6%.
RICHARDS & ASSOCIATES 401(K) PLAN-7$175,574$43,071$6,153iApproximate average salary by contribution assumption: employee only about $153,825 at 4% or $102,550 at 6%; with 50% employer match about $102,550 at 4% or $68,367 at 6%; with 100% employer match about $76,913 at 4% or $51,275 at 6%.
2021112$180,720$64,660$5,388iApproximate average salary by contribution assumption: employee only about $134,708 at 4% or $89,806 at 6%; with 50% employer match about $89,806 at 4% or $59,870 at 6%; with 100% employer match about $67,354 at 4% or $44,903 at 6%.
RICHARDS & ASSOCIATES 401(K) PLAN-12$180,720$64,660$5,388iApproximate average salary by contribution assumption: employee only about $134,708 at 4% or $89,806 at 6%; with 50% employer match about $89,806 at 4% or $59,870 at 6%; with 100% employer match about $67,354 at 4% or $44,903 at 6%.
202018$95,428$85,374$10,672iApproximate average salary by contribution assumption: employee only about $266,794 at 4% or $177,863 at 6%; with 50% employer match about $177,863 at 4% or $118,575 at 6%; with 100% employer match about $133,397 at 4% or $88,931 at 6%.
RICHARDS & ASSOCIATES 401(K) PLAN-8$95,428$85,374$10,672iApproximate average salary by contribution assumption: employee only about $266,794 at 4% or $177,863 at 6%; with 50% employer match about $177,863 at 4% or $118,575 at 6%; with 100% employer match about $133,397 at 4% or $88,931 at 6%.
RICHARDS & ASSOCIATES, LLC | EIN 85-4344412 | 2025 Form 5500 Company Profile