RATHBONE FALVEY RESEARCH
Plan context: RATHBONE FALVEY RESEARCH 401(K) PLAN
EIN 86-3385018 • Boise, ID • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$135,031
2025 Contributions
$58,869
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $135,031 | $58,869 | $8,410iApproximate average salary by contribution assumption: employee only about $210,246 at 4% or $140,164 at 6%; with 50% employer match about $140,164 at 4% or $93,443 at 6%; with 100% employer match about $105,123 at 4% or $70,082 at 6%. |
| RATHBONE FALVEY RESEARCH 401(K) PLAN | - | 7 | $135,031 | $58,869 | $8,410iApproximate average salary by contribution assumption: employee only about $210,246 at 4% or $140,164 at 6%; with 50% employer match about $140,164 at 4% or $93,443 at 6%; with 100% employer match about $105,123 at 4% or $70,082 at 6%. |
| 2024 | 1 | 7 | $59,367 | $32,048 | $4,578iApproximate average salary by contribution assumption: employee only about $114,457 at 4% or $76,305 at 6%; with 50% employer match about $76,305 at 4% or $50,870 at 6%; with 100% employer match about $57,229 at 4% or $38,152 at 6%. |
| RATHBONE FALVEY RESEARCH 401(K) PLAN | - | 7 | $59,367 | $32,048 | $4,578iApproximate average salary by contribution assumption: employee only about $114,457 at 4% or $76,305 at 6%; with 50% employer match about $76,305 at 4% or $50,870 at 6%; with 100% employer match about $57,229 at 4% or $38,152 at 6%. |
| 2023 | 1 | 6 | $41,663 | $27,336 | $4,556iApproximate average salary by contribution assumption: employee only about $113,900 at 4% or $75,933 at 6%; with 50% employer match about $75,933 at 4% or $50,622 at 6%; with 100% employer match about $56,950 at 4% or $37,967 at 6%. |
| RATHBONE FALVEY RESEARCH 401(K) PLAN | - | 6 | $41,663 | $27,336 | $4,556iApproximate average salary by contribution assumption: employee only about $113,900 at 4% or $75,933 at 6%; with 50% employer match about $75,933 at 4% or $50,622 at 6%; with 100% employer match about $56,950 at 4% or $37,967 at 6%. |
| 2022 | 1 | 9 | $17,944 | $18,128 | $2,014iApproximate average salary by contribution assumption: employee only about $50,356 at 4% or $33,570 at 6%; with 50% employer match about $33,570 at 4% or $22,380 at 6%; with 100% employer match about $25,178 at 4% or $16,785 at 6%. |
| RATHBONE FALVEY RESEARCH 401(K) PLAN | - | 9 | $17,944 | $18,128 | $2,014iApproximate average salary by contribution assumption: employee only about $50,356 at 4% or $33,570 at 6%; with 50% employer match about $33,570 at 4% or $22,380 at 6%; with 100% employer match about $25,178 at 4% or $16,785 at 6%. |