Civic Intelligence

Riley / Ersoff LLP

Plan context: RILEY / ERSOFF LLP 401(K) PROFIT SHARING PLAN

EIN 87-4062615 • Beverly Hills, CA • 7 filings • 2 plans

8383 Wilshire Blvd, Suite 228Beverly Hills, CA 90211-2401
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$3,666,198

2025 Contributions

$235,482

Historical Graphs

Total Assets Over Time

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

$7,375,816$3,687,908$0202220242025YearValue
$3,666,198Latest year 2025

Participants Over Time

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

1370202220242025YearValue
13Latest 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
2025113$3,666,198$235,482$18,114iApproximate average salary by contribution assumption: employee only about $452,850 at 4% or $301,900 at 6%; with 50% employer match about $301,900 at 4% or $201,267 at 6%; with 100% employer match about $226,425 at 4% or $150,950 at 6%.
RILEY / ERSOFF LLP 401(K) PROFIT SHARING PLAN-13$3,666,198$235,482$18,114iApproximate average salary by contribution assumption: employee only about $452,850 at 4% or $301,900 at 6%; with 50% employer match about $301,900 at 4% or $201,267 at 6%; with 100% employer match about $226,425 at 4% or $150,950 at 6%.
2024211$7,375,816$526,536$47,867iApproximate average salary by contribution assumption: employee only about $1,196,673 at 4% or $797,782 at 6%; with 50% employer match about $797,782 at 4% or $531,855 at 6%; with 100% employer match about $598,336 at 4% or $398,891 at 6%.
RILEY / ERSOFF LLP 401(K) PROFIT SHARING PLAN-11$5,171,439$171,431$15,585iApproximate average salary by contribution assumption: employee only about $389,616 at 4% or $259,744 at 6%; with 50% employer match about $259,744 at 4% or $173,163 at 6%; with 100% employer match about $194,808 at 4% or $129,872 at 6%.
Riley / Ersoff LLP Cash Balance Pension Plan-9$2,204,377$355,105$39,456iApproximate average salary by contribution assumption: employee only about $986,403 at 4% or $657,602 at 6%; with 50% employer match about $657,602 at 4% or $438,401 at 6%; with 100% employer match about $493,201 at 4% or $328,801 at 6%.
2023210$6,230,431$607,827$60,783iApproximate average salary by contribution assumption: employee only about $1,519,568 at 4% or $1,013,045 at 6%; with 50% employer match about $1,013,045 at 4% or $675,363 at 6%; with 100% employer match about $759,784 at 4% or $506,523 at 6%.
RILEY / ERSOFF LLP 401(K) PROFIT SHARING PLAN-10$4,503,028$118,467$11,847iApproximate average salary by contribution assumption: employee only about $296,168 at 4% or $197,445 at 6%; with 50% employer match about $197,445 at 4% or $131,630 at 6%; with 100% employer match about $148,084 at 4% or $98,723 at 6%.
Riley / Ersoff LLP Cash Balance Pension Plan-9$1,727,403$489,360$54,373iApproximate average salary by contribution assumption: employee only about $1,359,333 at 4% or $906,222 at 6%; with 50% employer match about $906,222 at 4% or $604,148 at 6%; with 100% employer match about $679,667 at 4% or $453,111 at 6%.
2022211$5,054,176$4,109,522$373,593iApproximate average salary by contribution assumption: employee only about $9,339,823 at 4% or $6,226,548 at 6%; with 50% employer match about $6,226,548 at 4% or $4,151,032 at 6%; with 100% employer match about $4,669,911 at 4% or $3,113,274 at 6%.
RILEY / ERSOFF LLP 401(K) PROFIT SHARING PLAN-11$3,892,177$3,310,922$300,993iApproximate average salary by contribution assumption: employee only about $7,524,823 at 4% or $5,016,548 at 6%; with 50% employer match about $5,016,548 at 4% or $3,344,366 at 6%; with 100% employer match about $3,762,411 at 4% or $2,508,274 at 6%.
Riley / Ersoff LLP Cash Balance Pension Plan-10$1,161,999$798,600$79,860iApproximate average salary by contribution assumption: employee only about $1,996,500 at 4% or $1,331,000 at 6%; with 50% employer match about $1,331,000 at 4% or $887,333 at 6%; with 100% employer match about $998,250 at 4% or $665,500 at 6%.