RBK FINANCIAL, LLC
Plan context: RBK FINANCIAL, LLC 401(K) PLAN
EIN 92-0568045 • Walnut Creek, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$504,088
2025 Contributions
$34,297
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 | 2 | $504,088 | $34,297 | $17,149iApproximate average salary by contribution assumption: employee only about $428,713 at 4% or $285,808 at 6%; with 50% employer match about $285,808 at 4% or $190,539 at 6%; with 100% employer match about $214,356 at 4% or $142,904 at 6%. |
| RBK FINANCIAL, LLC 401(K) PLAN | - | 2 | $504,088 | $34,297 | $17,149iApproximate average salary by contribution assumption: employee only about $428,713 at 4% or $285,808 at 6%; with 50% employer match about $285,808 at 4% or $190,539 at 6%; with 100% employer match about $214,356 at 4% or $142,904 at 6%. |
| 2024 | 1 | 3 | $413,763 | $98,399 | $32,800iApproximate average salary by contribution assumption: employee only about $819,992 at 4% or $546,661 at 6%; with 50% employer match about $546,661 at 4% or $364,441 at 6%; with 100% employer match about $409,996 at 4% or $273,331 at 6%. |
| RBK FINANCIAL, LLC 401(K) PLAN | - | 3 | $413,763 | $98,399 | $32,800iApproximate average salary by contribution assumption: employee only about $819,992 at 4% or $546,661 at 6%; with 50% employer match about $546,661 at 4% or $364,441 at 6%; with 100% employer match about $409,996 at 4% or $273,331 at 6%. |
| 2023 | 1 | 3 | $291,743 | $232,036 | $77,345iApproximate average salary by contribution assumption: employee only about $1,933,633 at 4% or $1,289,089 at 6%; with 50% employer match about $1,289,089 at 4% or $859,393 at 6%; with 100% employer match about $966,817 at 4% or $644,544 at 6%. |
| RBK FINANCIAL, LLC 401(K) PLAN | - | 3 | $291,743 | $232,036 | $77,345iApproximate average salary by contribution assumption: employee only about $1,933,633 at 4% or $1,289,089 at 6%; with 50% employer match about $1,289,089 at 4% or $859,393 at 6%; with 100% employer match about $966,817 at 4% or $644,544 at 6%. |
| 2022 | 1 | 2 | $30,001 | $30,000 | $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%. |
| RBK FINANCIAL, LLC 401(K) PLAN | - | 2 | $30,001 | $30,000 | $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%. |