R & J Senior Advisors Inc.
Plan context: R & J Senior Advisors Inc. Retirement Plan
EIN 86-3532772 • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$295,364
2025 Contributions
$15,000
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 | 1 | $295,364 | $15,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| R & J Senior Advisors Inc. Retirement Plan | - | 1 | $295,364 | $15,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2024 | 1 | 1 | $247,868 | $15,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| R & J Senior Advisors Inc. Retirement Plan | - | 1 | $247,868 | $15,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2023 | 1 | 1 | $146,705 | $7,640 | $7,640iApproximate average salary by contribution assumption: employee only about $191,000 at 4% or $127,333 at 6%; with 50% employer match about $127,333 at 4% or $84,889 at 6%; with 100% employer match about $95,500 at 4% or $63,667 at 6%. |
| R & J Senior Advisors Inc. Retirement Plan | - | 1 | $146,705 | $7,640 | $7,640iApproximate average salary by contribution assumption: employee only about $191,000 at 4% or $127,333 at 6%; with 50% employer match about $127,333 at 4% or $84,889 at 6%; with 100% employer match about $95,500 at 4% or $63,667 at 6%. |
| 2022 | 1 | 1 | $62,839 | $360 | $360iApproximate average salary by contribution assumption: employee only about $9,000 at 4% or $6,000 at 6%; with 50% employer match about $6,000 at 4% or $4,000 at 6%; with 100% employer match about $4,500 at 4% or $3,000 at 6%. |
| R & J Senior Advisors Inc. Retirement Plan | - | 1 | $62,839 | $360 | $360iApproximate average salary by contribution assumption: employee only about $9,000 at 4% or $6,000 at 6%; with 50% employer match about $6,000 at 4% or $4,000 at 6%; with 100% employer match about $4,500 at 4% or $3,000 at 6%. |
| 2021 | 1 | 1 | $103,004 | $148,001 | $148,001iApproximate average salary by contribution assumption: employee only about $3,700,025 at 4% or $2,466,683 at 6%; with 50% employer match about $2,466,683 at 4% or $1,644,456 at 6%; with 100% employer match about $1,850,013 at 4% or $1,233,342 at 6%. |
| R & J Senior Advisors Inc. Retirement Plan | - | 1 | $103,004 | $148,001 | $148,001iApproximate average salary by contribution assumption: employee only about $3,700,025 at 4% or $2,466,683 at 6%; with 50% employer match about $2,466,683 at 4% or $1,644,456 at 6%; with 100% employer match about $1,850,013 at 4% or $1,233,342 at 6%. |