Rizzo Mattingly Bosworth PC
Plan context: Rizzo Mattingly Bosworth PC 401K Profit Sharing Plan & Trust
EIN 93-1310683 • Portland, OR • 31 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
31
2024 Assets
$3,875,626
2024 Contributions
$349,705
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 31 | $3,875,626 | $349,705 | $11,281iApproximate average salary by contribution assumption: employee only about $282,020 at 4% or $188,013 at 6%; with 50% employer match about $188,013 at 4% or $125,342 at 6%; with 100% employer match about $141,010 at 4% or $94,007 at 6%. |
| Rizzo Mattingly Bosworth PC 401K Profit Sharing Plan & Trust | - | 31 | $3,875,626 | $349,705 | $11,281iApproximate average salary by contribution assumption: employee only about $282,020 at 4% or $188,013 at 6%; with 50% employer match about $188,013 at 4% or $125,342 at 6%; with 100% employer match about $141,010 at 4% or $94,007 at 6%. |
| 2023 | 1 | 30 | $3,203,513 | $282,837 | $9,428iApproximate average salary by contribution assumption: employee only about $235,698 at 4% or $157,132 at 6%; with 50% employer match about $157,132 at 4% or $104,754 at 6%; with 100% employer match about $117,849 at 4% or $78,566 at 6%. |
| Rizzo Mattingly Bosworth PC 401K Profit Sharing Plan & Trust | - | 30 | $3,203,513 | $282,837 | $9,428iApproximate average salary by contribution assumption: employee only about $235,698 at 4% or $157,132 at 6%; with 50% employer match about $157,132 at 4% or $104,754 at 6%; with 100% employer match about $117,849 at 4% or $78,566 at 6%. |
| 2022 | 1 | 29 | $2,450,392 | $367,074 | $12,658iApproximate average salary by contribution assumption: employee only about $316,443 at 4% or $210,962 at 6%; with 50% employer match about $210,962 at 4% or $140,641 at 6%; with 100% employer match about $158,222 at 4% or $105,481 at 6%. |
| Rizzo Mattingly Bosworth PC 401K Profit Sharing Plan & Trust | - | 29 | $2,450,392 | $367,074 | $12,658iApproximate average salary by contribution assumption: employee only about $316,443 at 4% or $210,962 at 6%; with 50% employer match about $210,962 at 4% or $140,641 at 6%; with 100% employer match about $158,222 at 4% or $105,481 at 6%. |
| 2021 | 1 | 29 | $2,597,532 | $451,875 | $15,582iApproximate average salary by contribution assumption: employee only about $389,547 at 4% or $259,698 at 6%; with 50% employer match about $259,698 at 4% or $173,132 at 6%; with 100% employer match about $194,774 at 4% or $129,849 at 6%. |
| Rizzo Mattingly Bosworth PC 401K Profit Sharing Plan & Trust | - | 29 | $2,597,532 | $451,875 | $15,582iApproximate average salary by contribution assumption: employee only about $389,547 at 4% or $259,698 at 6%; with 50% employer match about $259,698 at 4% or $173,132 at 6%; with 100% employer match about $194,774 at 4% or $129,849 at 6%. |
| 2020 | 1 | 25 | $4,512,375 | $282,166 | $11,287iApproximate average salary by contribution assumption: employee only about $282,166 at 4% or $188,111 at 6%; with 50% employer match about $188,111 at 4% or $125,407 at 6%; with 100% employer match about $141,083 at 4% or $94,055 at 6%. |
| Rizzo Mattingly Bosworth PC 401K Profit Sharing Plan & Trust | - | 25 | $4,512,375 | $282,166 | $11,287iApproximate average salary by contribution assumption: employee only about $282,166 at 4% or $188,111 at 6%; with 50% employer match about $188,111 at 4% or $125,407 at 6%; with 100% employer match about $141,083 at 4% or $94,055 at 6%. |
| 2019 | 1 | 25 | $4,662,346 | $294,373 | $11,775iApproximate average salary by contribution assumption: employee only about $294,373 at 4% or $196,249 at 6%; with 50% employer match about $196,249 at 4% or $130,832 at 6%; with 100% employer match about $147,187 at 4% or $98,124 at 6%. |
| Rizzo Mattingly Bosworth PC 401K Profit Sharing Plan & Trust | - | 25 | $4,662,346 | $294,373 | $11,775iApproximate average salary by contribution assumption: employee only about $294,373 at 4% or $196,249 at 6%; with 50% employer match about $196,249 at 4% or $130,832 at 6%; with 100% employer match about $147,187 at 4% or $98,124 at 6%. |
| 2018 | 1 | 23 | $3,851,069 | $293,749 | $12,772iApproximate average salary by contribution assumption: employee only about $319,292 at 4% or $212,862 at 6%; with 50% employer match about $212,862 at 4% or $141,908 at 6%; with 100% employer match about $159,646 at 4% or $106,431 at 6%. |
| Rizzo Mattingly Bosworth PC 401K Profit Sharing Plan & Trust | - | 23 | $3,851,069 | $293,749 | $12,772iApproximate average salary by contribution assumption: employee only about $319,292 at 4% or $212,862 at 6%; with 50% employer match about $212,862 at 4% or $141,908 at 6%; with 100% employer match about $159,646 at 4% or $106,431 at 6%. |
| 2017 | 1 | 20 | $3,825,740 | $282,530 | $14,127iApproximate average salary by contribution assumption: employee only about $353,163 at 4% or $235,442 at 6%; with 50% employer match about $235,442 at 4% or $156,961 at 6%; with 100% employer match about $176,581 at 4% or $117,721 at 6%. |
| Rizzo Mattingly Bosworth PC 401K Profit Sharing Plan & Trust | - | 20 | $3,825,740 | $282,530 | $14,127iApproximate average salary by contribution assumption: employee only about $353,163 at 4% or $235,442 at 6%; with 50% employer match about $235,442 at 4% or $156,961 at 6%; with 100% employer match about $176,581 at 4% or $117,721 at 6%. |
| 2016 | 1 | 22 | $3,382,984 | $288,075 | $13,094iApproximate average salary by contribution assumption: employee only about $327,358 at 4% or $218,239 at 6%; with 50% employer match about $218,239 at 4% or $145,492 at 6%; with 100% employer match about $163,679 at 4% or $109,119 at 6%. |
| Rizzo Mattingly Bosworth PC 401K Profit Sharing Plan & Trust | - | 22 | $3,382,984 | $288,075 | $13,094iApproximate average salary by contribution assumption: employee only about $327,358 at 4% or $218,239 at 6%; with 50% employer match about $218,239 at 4% or $145,492 at 6%; with 100% employer match about $163,679 at 4% or $109,119 at 6%. |
| 2015 | 1 | 23 | $2,806,336 | $279,234 | $12,141iApproximate average salary by contribution assumption: employee only about $303,515 at 4% or $202,343 at 6%; with 50% employer match about $202,343 at 4% or $134,896 at 6%; with 100% employer match about $151,758 at 4% or $101,172 at 6%. |
| Rizzo Mattingly Bosworth PC 401K Profit Sharing Plan & Trust | - | 23 | $2,806,336 | $279,234 | $12,141iApproximate average salary by contribution assumption: employee only about $303,515 at 4% or $202,343 at 6%; with 50% employer match about $202,343 at 4% or $134,896 at 6%; with 100% employer match about $151,758 at 4% or $101,172 at 6%. |
| 2014 | 1 | 19 | $2,515,221 | $253,752 | $13,355iApproximate average salary by contribution assumption: employee only about $333,884 at 4% or $222,589 at 6%; with 50% employer match about $222,589 at 4% or $148,393 at 6%; with 100% employer match about $166,942 at 4% or $111,295 at 6%. |
| Rizzo Mattingly Bosworth PC 401K Profit Sharing Plan & Trust | - | 19 | $2,515,221 | $253,752 | $13,355iApproximate average salary by contribution assumption: employee only about $333,884 at 4% or $222,589 at 6%; with 50% employer match about $222,589 at 4% or $148,393 at 6%; with 100% employer match about $166,942 at 4% or $111,295 at 6%. |
| 2013 | 1 | 19 | $2,130,352 | $227,492 | $11,973iApproximate average salary by contribution assumption: employee only about $299,332 at 4% or $199,554 at 6%; with 50% employer match about $199,554 at 4% or $133,036 at 6%; with 100% employer match about $149,666 at 4% or $99,777 at 6%. |
| Rizzo Mattingly Bosworth PC 401K Profit Sharing Plan & Trust | - | 19 | $2,130,352 | $227,492 | $11,973iApproximate average salary by contribution assumption: employee only about $299,332 at 4% or $199,554 at 6%; with 50% employer match about $199,554 at 4% or $133,036 at 6%; with 100% employer match about $149,666 at 4% or $99,777 at 6%. |
| 2012 | 1 | 18 | $1,687,465 | $223,256 | $12,403iApproximate average salary by contribution assumption: employee only about $310,078 at 4% or $206,719 at 6%; with 50% employer match about $206,719 at 4% or $137,812 at 6%; with 100% employer match about $155,039 at 4% or $103,359 at 6%. |
| Rizzo Mattingly Bosworth PC 401K Profit Sharing Plan & Trust | - | 18 | $1,687,465 | $223,256 | $12,403iApproximate average salary by contribution assumption: employee only about $310,078 at 4% or $206,719 at 6%; with 50% employer match about $206,719 at 4% or $137,812 at 6%; with 100% employer match about $155,039 at 4% or $103,359 at 6%. |
| 2011 | 1 | 14 | $1,301,079 | $185,791 | $13,271iApproximate average salary by contribution assumption: employee only about $331,770 at 4% or $221,180 at 6%; with 50% employer match about $221,180 at 4% or $147,453 at 6%; with 100% employer match about $165,885 at 4% or $110,590 at 6%. |
| Rizzo Mattingly Bosworth PC 401K Profit Sharing Plan & Trust | - | 14 | $1,301,079 | $185,791 | $13,271iApproximate average salary by contribution assumption: employee only about $331,770 at 4% or $221,180 at 6%; with 50% employer match about $221,180 at 4% or $147,453 at 6%; with 100% employer match about $165,885 at 4% or $110,590 at 6%. |
| 2010 | 1 | 17 | $1,143,374 | $129,017 | $7,589iApproximate average salary by contribution assumption: employee only about $189,731 at 4% or $126,487 at 6%; with 50% employer match about $126,487 at 4% or $84,325 at 6%; with 100% employer match about $94,865 at 4% or $63,244 at 6%. |
| Rizzo Mattingly Bosworth PC 401K Profit Sharing Plan & Trust | - | 17 | $1,143,374 | $129,017 | $7,589iApproximate average salary by contribution assumption: employee only about $189,731 at 4% or $126,487 at 6%; with 50% employer match about $126,487 at 4% or $84,325 at 6%; with 100% employer match about $94,865 at 4% or $63,244 at 6%. |
| 2009 | 1 | 21 | $920,764 | $148,062 | $7,051iApproximate average salary by contribution assumption: employee only about $176,264 at 4% or $117,510 at 6%; with 50% employer match about $117,510 at 4% or $78,340 at 6%; with 100% employer match about $88,132 at 4% or $58,755 at 6%. |
| Rizzo Mattingly Bosworth PC 401K Profit Sharing Plan & Trust | - | 21 | $920,764 | $148,062 | $7,051iApproximate average salary by contribution assumption: employee only about $176,264 at 4% or $117,510 at 6%; with 50% employer match about $117,510 at 4% or $78,340 at 6%; with 100% employer match about $88,132 at 4% or $58,755 at 6%. |
| 2008 | 2 | 21 | $660,963 | $126,728 | $6,035iApproximate average salary by contribution assumption: employee only about $150,867 at 4% or $100,578 at 6%; with 50% employer match about $100,578 at 4% or $67,052 at 6%; with 100% employer match about $75,433 at 4% or $50,289 at 6%. |
| Rizzo Mattingly Bosworth PC 401K Profit Sharing Plan & Trust | - | 21 | $660,963 | $125,863 | $5,993iApproximate average salary by contribution assumption: employee only about $149,837 at 4% or $99,891 at 6%; with 50% employer match about $99,891 at 4% or $66,594 at 6%; with 100% employer match about $74,918 at 4% or $49,946 at 6%. |
| STEVEN V. RIZZO, P.C. PROFIT SHARING PLAN | - | 0 | - | $865 | - |
| 2007 | 2 | 30 | $0 | $0 | - |
| Rizzo Mattingly Bosworth PC 401K Profit Sharing Plan & Trust | - | 30 | - | - | - |
| STEVEN V. RIZZO, P.C. PROFIT SHARING PLAN | - | 7 | - | - | - |
| 2006 | 2 | 12 | $610,349 | $76,891 | $6,408iApproximate average salary by contribution assumption: employee only about $160,190 at 4% or $106,793 at 6%; with 50% employer match about $106,793 at 4% or $71,195 at 6%; with 100% employer match about $80,095 at 4% or $53,397 at 6%. |
| STEVEN V. RIZZO, P.C. PROFIT SHARING PLAN | - | 8 | $557,973 | $67,271 | $8,409iApproximate average salary by contribution assumption: employee only about $210,222 at 4% or $140,148 at 6%; with 50% employer match about $140,148 at 4% or $93,432 at 6%; with 100% employer match about $105,111 at 4% or $70,074 at 6%. |
| Rizzo Mattingly Bosworth PC 401K Profit Sharing Plan & Trust | - | 12 | $52,376 | $9,620 | $802iApproximate average salary by contribution assumption: employee only about $20,042 at 4% or $13,361 at 6%; with 50% employer match about $13,361 at 4% or $8,907 at 6%; with 100% employer match about $10,021 at 4% or $6,681 at 6%. |
| 2005 | 2 | 9 | $485,576 | $69,567 | $7,730iApproximate average salary by contribution assumption: employee only about $193,242 at 4% or $128,828 at 6%; with 50% employer match about $128,828 at 4% or $85,885 at 6%; with 100% employer match about $96,621 at 4% or $64,414 at 6%. |
| STEVEN V. RIZZO, P.C. PROFIT SHARING PLAN | - | 9 | $446,533 | $58,847 | $6,539iApproximate average salary by contribution assumption: employee only about $163,464 at 4% or $108,976 at 6%; with 50% employer match about $108,976 at 4% or $72,651 at 6%; with 100% employer match about $81,732 at 4% or $54,488 at 6%. |
| Rizzo Mattingly Bosworth PC 401K Profit Sharing Plan & Trust | - | 5 | $39,043 | $10,720 | $2,144iApproximate average salary by contribution assumption: employee only about $53,600 at 4% or $35,733 at 6%; with 50% employer match about $35,733 at 4% or $23,822 at 6%; with 100% employer match about $26,800 at 4% or $17,867 at 6%. |
| 2004 | 2 | 14 | $407,532 | $74,742 | $5,339iApproximate average salary by contribution assumption: employee only about $133,468 at 4% or $88,979 at 6%; with 50% employer match about $88,979 at 4% or $59,319 at 6%; with 100% employer match about $66,734 at 4% or $44,489 at 6%. |
| STEVEN V. RIZZO, P.C. PROFIT SHARING PLAN | - | 8 | $375,626 | $58,397 | $7,300iApproximate average salary by contribution assumption: employee only about $182,491 at 4% or $121,660 at 6%; with 50% employer match about $121,660 at 4% or $81,107 at 6%; with 100% employer match about $91,245 at 4% or $60,830 at 6%. |
| Rizzo Mattingly Bosworth PC 401K Profit Sharing Plan & Trust | - | 14 | $31,906 | $16,345 | $1,168iApproximate average salary by contribution assumption: employee only about $29,188 at 4% or $19,458 at 6%; with 50% employer match about $19,458 at 4% or $12,972 at 6%; with 100% employer match about $14,594 at 4% or $9,729 at 6%. |
| 2003 | 3 | 8 | $305,695 | $94,560 | $11,820iApproximate average salary by contribution assumption: employee only about $295,500 at 4% or $197,000 at 6%; with 50% employer match about $197,000 at 4% or $131,333 at 6%; with 100% employer match about $147,750 at 4% or $98,500 at 6%. |
| STEVEN V. RIZZO, P.C. PROFIT SHARING PLAN | - | 5 | $290,131 | $77,875 | $15,575iApproximate average salary by contribution assumption: employee only about $389,375 at 4% or $259,583 at 6%; with 50% employer match about $259,583 at 4% or $173,056 at 6%; with 100% employer match about $194,688 at 4% or $129,792 at 6%. |
| Rizzo Mattingly Bosworth PC 401K Profit Sharing Plan & Trust | - | 8 | $15,564 | $15,685 | $1,961iApproximate average salary by contribution assumption: employee only about $49,016 at 4% or $32,677 at 6%; with 50% employer match about $32,677 at 4% or $21,785 at 6%; with 100% employer match about $24,508 at 4% or $16,339 at 6%. |
| STEVEN V. RIZZO, PC CAFETERIA PLAN | - | 1 | - | $1,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| 2002 | 1 | 6 | $193,310 | $160,810 | $26,802iApproximate average salary by contribution assumption: employee only about $670,042 at 4% or $446,694 at 6%; with 50% employer match about $446,694 at 4% or $297,796 at 6%; with 100% employer match about $335,021 at 4% or $223,347 at 6%. |
| STEVEN V. RIZZO, P.C. PROFIT SHARING PLAN | - | 6 | $193,310 | $160,810 | $26,802iApproximate average salary by contribution assumption: employee only about $670,042 at 4% or $446,694 at 6%; with 50% employer match about $446,694 at 4% or $297,796 at 6%; with 100% employer match about $335,021 at 4% or $223,347 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| STEVEN V. RIZZO, P.C. PROFIT SHARING PLAN | - | 4 | - | - | - |