Rathbun Associates
Plan context: Rathbun Associates 401(K) Plan and Trust
EIN 94-1653463 • Fremont, CA • 24 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
18
2024 Assets
$1,654,771
2024 Contributions
$114,050
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 | 18 | $1,654,771 | $114,050 | $6,336iApproximate average salary by contribution assumption: employee only about $158,403 at 4% or $105,602 at 6%; with 50% employer match about $105,602 at 4% or $70,401 at 6%; with 100% employer match about $79,201 at 4% or $52,801 at 6%. |
| Rathbun Associates 401(K) Plan and Trust | - | 18 | $1,654,771 | $114,050 | $6,336iApproximate average salary by contribution assumption: employee only about $158,403 at 4% or $105,602 at 6%; with 50% employer match about $105,602 at 4% or $70,401 at 6%; with 100% employer match about $79,201 at 4% or $52,801 at 6%. |
| 2023 | 1 | 18 | $1,482,746 | $75,185 | $4,177iApproximate average salary by contribution assumption: employee only about $104,424 at 4% or $69,616 at 6%; with 50% employer match about $69,616 at 4% or $46,410 at 6%; with 100% employer match about $52,212 at 4% or $34,808 at 6%. |
| Rathbun Associates 401(K) Plan and Trust | - | 18 | $1,482,746 | $75,185 | $4,177iApproximate average salary by contribution assumption: employee only about $104,424 at 4% or $69,616 at 6%; with 50% employer match about $69,616 at 4% or $46,410 at 6%; with 100% employer match about $52,212 at 4% or $34,808 at 6%. |
| 2022 | 1 | 18 | $1,382,662 | $65,706 | $3,650iApproximate average salary by contribution assumption: employee only about $91,258 at 4% or $60,839 at 6%; with 50% employer match about $60,839 at 4% or $40,559 at 6%; with 100% employer match about $45,629 at 4% or $30,419 at 6%. |
| Rathbun Associates 401(K) Plan and Trust | - | 18 | $1,382,662 | $65,706 | $3,650iApproximate average salary by contribution assumption: employee only about $91,258 at 4% or $60,839 at 6%; with 50% employer match about $60,839 at 4% or $40,559 at 6%; with 100% employer match about $45,629 at 4% or $30,419 at 6%. |
| 2021 | 1 | 15 | $1,243,521 | $55,714 | $3,714iApproximate average salary by contribution assumption: employee only about $92,857 at 4% or $61,904 at 6%; with 50% employer match about $61,904 at 4% or $41,270 at 6%; with 100% employer match about $46,428 at 4% or $30,952 at 6%. |
| Rathbun Associates 401(K) Plan and Trust | - | 15 | $1,243,521 | $55,714 | $3,714iApproximate average salary by contribution assumption: employee only about $92,857 at 4% or $61,904 at 6%; with 50% employer match about $61,904 at 4% or $41,270 at 6%; with 100% employer match about $46,428 at 4% or $30,952 at 6%. |
| 2020 | 1 | 15 | $895,762 | $41,000 | $2,733iApproximate average salary by contribution assumption: employee only about $68,333 at 4% or $45,556 at 6%; with 50% employer match about $45,556 at 4% or $30,370 at 6%; with 100% employer match about $34,167 at 4% or $22,778 at 6%. |
| Rathbun Associates 401(K) Plan and Trust | - | 15 | $895,762 | $41,000 | $2,733iApproximate average salary by contribution assumption: employee only about $68,333 at 4% or $45,556 at 6%; with 50% employer match about $45,556 at 4% or $30,370 at 6%; with 100% employer match about $34,167 at 4% or $22,778 at 6%. |
| 2019 | 1 | 15 | $903,428 | $37,359 | $2,491iApproximate average salary by contribution assumption: employee only about $62,265 at 4% or $41,510 at 6%; with 50% employer match about $41,510 at 4% or $27,673 at 6%; with 100% employer match about $31,133 at 4% or $20,755 at 6%. |
| Rathbun Associates 401(K) Plan and Trust | - | 15 | $903,428 | $37,359 | $2,491iApproximate average salary by contribution assumption: employee only about $62,265 at 4% or $41,510 at 6%; with 50% employer match about $41,510 at 4% or $27,673 at 6%; with 100% employer match about $31,133 at 4% or $20,755 at 6%. |
| 2018 | 1 | 15 | $968,344 | $30,839 | $2,056iApproximate average salary by contribution assumption: employee only about $51,398 at 4% or $34,266 at 6%; with 50% employer match about $34,266 at 4% or $22,844 at 6%; with 100% employer match about $25,699 at 4% or $17,133 at 6%. |
| Rathbun Associates 401(K) Plan and Trust | - | 15 | $968,344 | $30,839 | $2,056iApproximate average salary by contribution assumption: employee only about $51,398 at 4% or $34,266 at 6%; with 50% employer match about $34,266 at 4% or $22,844 at 6%; with 100% employer match about $25,699 at 4% or $17,133 at 6%. |
| 2017 | 1 | 12 | $951,425 | $17,780 | $1,482iApproximate average salary by contribution assumption: employee only about $37,042 at 4% or $24,694 at 6%; with 50% employer match about $24,694 at 4% or $16,463 at 6%; with 100% employer match about $18,521 at 4% or $12,347 at 6%. |
| Rathbun Associates 401(K) Plan and Trust | - | 12 | $951,425 | $17,780 | $1,482iApproximate average salary by contribution assumption: employee only about $37,042 at 4% or $24,694 at 6%; with 50% employer match about $24,694 at 4% or $16,463 at 6%; with 100% employer match about $18,521 at 4% or $12,347 at 6%. |
| 2016 | 1 | 13 | $971,867 | $24,200 | $1,862iApproximate average salary by contribution assumption: employee only about $46,538 at 4% or $31,026 at 6%; with 50% employer match about $31,026 at 4% or $20,684 at 6%; with 100% employer match about $23,269 at 4% or $15,513 at 6%. |
| Rathbun Associates 401(K) Plan and Trust | - | 13 | $971,867 | $24,200 | $1,862iApproximate average salary by contribution assumption: employee only about $46,538 at 4% or $31,026 at 6%; with 50% employer match about $31,026 at 4% or $20,684 at 6%; with 100% employer match about $23,269 at 4% or $15,513 at 6%. |
| 2015 | 1 | 12 | $856,139 | $22,990 | $1,916iApproximate average salary by contribution assumption: employee only about $47,896 at 4% or $31,931 at 6%; with 50% employer match about $31,931 at 4% or $21,287 at 6%; with 100% employer match about $23,948 at 4% or $15,965 at 6%. |
| Rathbun Associates 401(K) Plan and Trust | - | 12 | $856,139 | $22,990 | $1,916iApproximate average salary by contribution assumption: employee only about $47,896 at 4% or $31,931 at 6%; with 50% employer match about $31,931 at 4% or $21,287 at 6%; with 100% employer match about $23,948 at 4% or $15,965 at 6%. |
| 2014 | 1 | 11 | $701,892 | $22,802 | $2,073iApproximate average salary by contribution assumption: employee only about $51,823 at 4% or $34,548 at 6%; with 50% employer match about $34,548 at 4% or $23,032 at 6%; with 100% employer match about $25,911 at 4% or $17,274 at 6%. |
| Rathbun Associates 401(K) Plan and Trust | - | 11 | $701,892 | $22,802 | $2,073iApproximate average salary by contribution assumption: employee only about $51,823 at 4% or $34,548 at 6%; with 50% employer match about $34,548 at 4% or $23,032 at 6%; with 100% employer match about $25,911 at 4% or $17,274 at 6%. |
| 2013 | 1 | 8 | $704,242 | $33,500 | $4,188iApproximate average salary by contribution assumption: employee only about $104,688 at 4% or $69,792 at 6%; with 50% employer match about $69,792 at 4% or $46,528 at 6%; with 100% employer match about $52,344 at 4% or $34,896 at 6%. |
| Rathbun Associates 401(K) Plan and Trust | - | 8 | $704,242 | $33,500 | $4,188iApproximate average salary by contribution assumption: employee only about $104,688 at 4% or $69,792 at 6%; with 50% employer match about $69,792 at 4% or $46,528 at 6%; with 100% employer match about $52,344 at 4% or $34,896 at 6%. |
| 2012 | 1 | 7 | $632,757 | $33,922 | $4,846iApproximate average salary by contribution assumption: employee only about $121,150 at 4% or $80,767 at 6%; with 50% employer match about $80,767 at 4% or $53,844 at 6%; with 100% employer match about $60,575 at 4% or $40,383 at 6%. |
| Rathbun Associates 401(K) Plan and Trust | - | 7 | $632,757 | $33,922 | $4,846iApproximate average salary by contribution assumption: employee only about $121,150 at 4% or $80,767 at 6%; with 50% employer match about $80,767 at 4% or $53,844 at 6%; with 100% employer match about $60,575 at 4% or $40,383 at 6%. |
| 2011 | 1 | 10 | $493,573 | $28,646 | $2,865iApproximate average salary by contribution assumption: employee only about $71,615 at 4% or $47,743 at 6%; with 50% employer match about $47,743 at 4% or $31,829 at 6%; with 100% employer match about $35,808 at 4% or $23,872 at 6%. |
| Rathbun Associates 401(K) Plan and Trust | - | 10 | $493,573 | $28,646 | $2,865iApproximate average salary by contribution assumption: employee only about $71,615 at 4% or $47,743 at 6%; with 50% employer match about $47,743 at 4% or $31,829 at 6%; with 100% employer match about $35,808 at 4% or $23,872 at 6%. |
| 2010 | 1 | 10 | $389,601 | $6,188 | $619iApproximate average salary by contribution assumption: employee only about $15,470 at 4% or $10,313 at 6%; with 50% employer match about $10,313 at 4% or $6,876 at 6%; with 100% employer match about $7,735 at 4% or $5,157 at 6%. |
| Rathbun Associates 401(K) Plan and Trust | - | 10 | $389,601 | $6,188 | $619iApproximate average salary by contribution assumption: employee only about $15,470 at 4% or $10,313 at 6%; with 50% employer match about $10,313 at 4% or $6,876 at 6%; with 100% employer match about $7,735 at 4% or $5,157 at 6%. |
| 2009 | 1 | 4 | $61,468 | $5,675 | $1,419iApproximate average salary by contribution assumption: employee only about $35,469 at 4% or $23,646 at 6%; with 50% employer match about $23,646 at 4% or $15,764 at 6%; with 100% employer match about $17,734 at 4% or $11,823 at 6%. |
| Rathbun Associates 401(K) Plan and Trust | - | 4 | $61,468 | $5,675 | $1,419iApproximate average salary by contribution assumption: employee only about $35,469 at 4% or $23,646 at 6%; with 50% employer match about $23,646 at 4% or $15,764 at 6%; with 100% employer match about $17,734 at 4% or $11,823 at 6%. |
| 2008 | 1 | 9 | $42,625 | $21,876 | $2,431iApproximate average salary by contribution assumption: employee only about $60,767 at 4% or $40,511 at 6%; with 50% employer match about $40,511 at 4% or $27,007 at 6%; with 100% employer match about $30,383 at 4% or $20,256 at 6%. |
| Rathbun Associates 401(K) Plan and Trust | - | 9 | $42,625 | $21,876 | $2,431iApproximate average salary by contribution assumption: employee only about $60,767 at 4% or $40,511 at 6%; with 50% employer match about $40,511 at 4% or $27,007 at 6%; with 100% employer match about $30,383 at 4% or $20,256 at 6%. |
| 2007 | 1 | 8 | $41,759 | $31,483 | $3,935iApproximate average salary by contribution assumption: employee only about $98,384 at 4% or $65,590 at 6%; with 50% employer match about $65,590 at 4% or $43,726 at 6%; with 100% employer match about $49,192 at 4% or $32,795 at 6%. |
| Rathbun Associates 401(K) Plan and Trust | - | 8 | $41,759 | $31,483 | $3,935iApproximate average salary by contribution assumption: employee only about $98,384 at 4% or $65,590 at 6%; with 50% employer match about $65,590 at 4% or $43,726 at 6%; with 100% employer match about $49,192 at 4% or $32,795 at 6%. |
| 2006 | 1 | 8 | $7,190 | $6,710 | $839iApproximate average salary by contribution assumption: employee only about $20,969 at 4% or $13,979 at 6%; with 50% employer match about $13,979 at 4% or $9,319 at 6%; with 100% employer match about $10,484 at 4% or $6,990 at 6%. |
| Rathbun Associates 401(K) Plan and Trust | - | 8 | $7,190 | $6,710 | $839iApproximate average salary by contribution assumption: employee only about $20,969 at 4% or $13,979 at 6%; with 50% employer match about $13,979 at 4% or $9,319 at 6%; with 100% employer match about $10,484 at 4% or $6,990 at 6%. |
| 2004 | 1 | 0 | $0 | $0 | - |
| RATHBUN ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | - | 0 | - | - | - |
| 2003 | 1 | 3 | $535,057 | $111,994 | $37,331iApproximate average salary by contribution assumption: employee only about $933,283 at 4% or $622,189 at 6%; with 50% employer match about $622,189 at 4% or $414,793 at 6%; with 100% employer match about $466,642 at 4% or $311,094 at 6%. |
| RATHBUN ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | - | 3 | $535,057 | $111,994 | $37,331iApproximate average salary by contribution assumption: employee only about $933,283 at 4% or $622,189 at 6%; with 50% employer match about $622,189 at 4% or $414,793 at 6%; with 100% employer match about $466,642 at 4% or $311,094 at 6%. |
| 2002 | 1 | 3 | $0 | $0 | - |
| RATHBUN ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | - | 3 | - | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| RATHBUN ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | - | 2 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| RATHBUN ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN | - | 3 | - | - | - |