Civic Intelligence

Beverly R Buller, a Sole Proprietor

Plan context: Romay of California Defined Benefit Plan

EIN 94-3168207 • Walnut Creek, CA • 16 filings • 3 plans

1511 Arbutus DriveWalnut Creek, CA 94595
Current Snapshot

Latest Year

2014

2014 Participants

3

2014 Assets

$2,403,414

2014 Contributions

$70,410

Historical Graphs

Total Assets Over Time

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

$2,403,414$1,201,707$0199920082013YearValue
$2,403,414Latest year 2013

Participants Over Time

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

320199920062013YearValue
3Latest year 2013

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
201410$0$70,410-
Romay of California Defined Benefit Plan-0$0$70,410-
201313$2,403,414$72,254$24,085iApproximate average salary by contribution assumption: employee only about $602,117 at 4% or $401,411 at 6%; with 50% employer match about $401,411 at 4% or $267,607 at 6%; with 100% employer match about $301,058 at 4% or $200,706 at 6%.
Romay of California Defined Benefit Plan-3$2,403,414$72,254$24,085iApproximate average salary by contribution assumption: employee only about $602,117 at 4% or $401,411 at 6%; with 50% employer match about $401,411 at 4% or $267,607 at 6%; with 100% employer match about $301,058 at 4% or $200,706 at 6%.
201213$2,334,829$15,060$5,020iApproximate average salary by contribution assumption: employee only about $125,500 at 4% or $83,667 at 6%; with 50% employer match about $83,667 at 4% or $55,778 at 6%; with 100% employer match about $62,750 at 4% or $41,833 at 6%.
Romay of California Defined Benefit Plan-3$2,334,829$15,060$5,020iApproximate average salary by contribution assumption: employee only about $125,500 at 4% or $83,667 at 6%; with 50% employer match about $83,667 at 4% or $55,778 at 6%; with 100% employer match about $62,750 at 4% or $41,833 at 6%.
201113$2,318,570$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Romay of California Defined Benefit Plan-3$2,318,570$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
201013$2,221,705$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Romay of California Defined Benefit Plan-3$2,221,705$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
200913$2,071,627$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Romay of California Defined Benefit Plan-3$2,071,627$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
200813$1,920,577$338,496$112,832iApproximate average salary by contribution assumption: employee only about $2,820,800 at 4% or $1,880,533 at 6%; with 50% employer match about $1,880,533 at 4% or $1,253,689 at 6%; with 100% employer match about $1,410,400 at 4% or $940,267 at 6%.
Romay of California Defined Benefit Plan-3$1,920,577$338,496$112,832iApproximate average salary by contribution assumption: employee only about $2,820,800 at 4% or $1,880,533 at 6%; with 50% employer match about $1,880,533 at 4% or $1,253,689 at 6%; with 100% employer match about $1,410,400 at 4% or $940,267 at 6%.
200713$0$0-
Romay of California Defined Benefit Plan-3---
200613$1,184,892$231,340$77,113iApproximate average salary by contribution assumption: employee only about $1,927,833 at 4% or $1,285,222 at 6%; with 50% employer match about $1,285,222 at 4% or $856,815 at 6%; with 100% employer match about $963,917 at 4% or $642,611 at 6%.
Romay of California Defined Benefit Plan-3$1,184,892$231,340$77,113iApproximate average salary by contribution assumption: employee only about $1,927,833 at 4% or $1,285,222 at 6%; with 50% employer match about $1,285,222 at 4% or $856,815 at 6%; with 100% employer match about $963,917 at 4% or $642,611 at 6%.
200513$920,561$195,334$65,111iApproximate average salary by contribution assumption: employee only about $1,627,783 at 4% or $1,085,189 at 6%; with 50% employer match about $1,085,189 at 4% or $723,459 at 6%; with 100% employer match about $813,892 at 4% or $542,594 at 6%.
Romay of California Defined Benefit Plan-3$920,561$195,334$65,111iApproximate average salary by contribution assumption: employee only about $1,627,783 at 4% or $1,085,189 at 6%; with 50% employer match about $1,085,189 at 4% or $723,459 at 6%; with 100% employer match about $813,892 at 4% or $542,594 at 6%.
200413$710,986$181,727$60,576iApproximate average salary by contribution assumption: employee only about $1,514,392 at 4% or $1,009,594 at 6%; with 50% employer match about $1,009,594 at 4% or $673,063 at 6%; with 100% employer match about $757,196 at 4% or $504,797 at 6%.
Romay of California Defined Benefit Plan-3$710,986$181,727$60,576iApproximate average salary by contribution assumption: employee only about $1,514,392 at 4% or $1,009,594 at 6%; with 50% employer match about $1,009,594 at 4% or $673,063 at 6%; with 100% employer match about $757,196 at 4% or $504,797 at 6%.
200313$0$0-
Romay of California Defined Benefit Plan-3---
200213$379,575$140,045$46,682iApproximate average salary by contribution assumption: employee only about $1,167,042 at 4% or $778,028 at 6%; with 50% employer match about $778,028 at 4% or $518,685 at 6%; with 100% employer match about $583,521 at 4% or $389,014 at 6%.
Romay of California Defined Benefit Plan-3$379,575$140,045$46,682iApproximate average salary by contribution assumption: employee only about $1,167,042 at 4% or $778,028 at 6%; with 50% employer match about $778,028 at 4% or $518,685 at 6%; with 100% employer match about $583,521 at 4% or $389,014 at 6%.
200113$0$0-
Romay of California Defined Benefit Plan-3---
200012$145,659$76,415$38,208iApproximate average salary by contribution assumption: employee only about $955,188 at 4% or $636,792 at 6%; with 50% employer match about $636,792 at 4% or $424,528 at 6%; with 100% employer match about $477,594 at 4% or $318,396 at 6%.
Romay of California Defined Benefit Plan-2$145,659$76,415$38,208iApproximate average salary by contribution assumption: employee only about $955,188 at 4% or $636,792 at 6%; with 50% employer match about $636,792 at 4% or $424,528 at 6%; with 100% employer match about $477,594 at 4% or $318,396 at 6%.
199912$65,885$65,885$32,943iApproximate average salary by contribution assumption: employee only about $823,563 at 4% or $549,042 at 6%; with 50% employer match about $549,042 at 4% or $366,028 at 6%; with 100% employer match about $411,781 at 4% or $274,521 at 6%.
Romay of California Defined Benefit Plan-2$65,885$65,885$32,943iApproximate average salary by contribution assumption: employee only about $823,563 at 4% or $549,042 at 6%; with 50% employer match about $549,042 at 4% or $366,028 at 6%; with 100% employer match about $411,781 at 4% or $274,521 at 6%.