David Rio Coffee & Tea Inc
Plan context: David Rio Coffee & Tea Inc 401(K) Profit Sharing Plan & Trust
EIN 94-3269338 • San Francisco, CA • 20 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
16
2024 Assets
$3,141,560
2024 Contributions
$525,448
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 | 2 | 16 | $3,141,560 | $525,448 | $32,841iApproximate average salary by contribution assumption: employee only about $821,013 at 4% or $547,342 at 6%; with 50% employer match about $547,342 at 4% or $364,894 at 6%; with 100% employer match about $410,506 at 4% or $273,671 at 6%. |
| David Rio Coffee & Tea Inc 401(K) Profit Sharing Plan & Trust | - | 16 | $2,996,354 | $380,242 | $23,765iApproximate average salary by contribution assumption: employee only about $594,128 at 4% or $396,085 at 6%; with 50% employer match about $396,085 at 4% or $264,057 at 6%; with 100% employer match about $297,064 at 4% or $198,043 at 6%. |
| DAVID RIO COFFEE & TEA, INC CASH BALANCE PLAN | - | 8 | $145,206 | $145,206 | $18,151iApproximate average salary by contribution assumption: employee only about $453,769 at 4% or $302,513 at 6%; with 50% employer match about $302,513 at 4% or $201,675 at 6%; with 100% employer match about $226,884 at 4% or $151,256 at 6%. |
| 2023 | 1 | 14 | $2,334,552 | $198,876 | $14,205iApproximate average salary by contribution assumption: employee only about $355,136 at 4% or $236,757 at 6%; with 50% employer match about $236,757 at 4% or $157,838 at 6%; with 100% employer match about $177,568 at 4% or $118,379 at 6%. |
| David Rio Coffee & Tea Inc 401(K) Profit Sharing Plan & Trust | - | 14 | $2,334,552 | $198,876 | $14,205iApproximate average salary by contribution assumption: employee only about $355,136 at 4% or $236,757 at 6%; with 50% employer match about $236,757 at 4% or $157,838 at 6%; with 100% employer match about $177,568 at 4% or $118,379 at 6%. |
| 2022 | 1 | 13 | $1,819,033 | $63,800 | $4,908iApproximate average salary by contribution assumption: employee only about $122,692 at 4% or $81,795 at 6%; with 50% employer match about $81,795 at 4% or $54,530 at 6%; with 100% employer match about $61,346 at 4% or $40,897 at 6%. |
| David Rio Coffee & Tea Inc 401(K) Profit Sharing Plan & Trust | - | 13 | $1,819,033 | $63,800 | $4,908iApproximate average salary by contribution assumption: employee only about $122,692 at 4% or $81,795 at 6%; with 50% employer match about $81,795 at 4% or $54,530 at 6%; with 100% employer match about $61,346 at 4% or $40,897 at 6%. |
| 2021 | 1 | 10 | $2,126,179 | $211,835 | $21,184iApproximate average salary by contribution assumption: employee only about $529,588 at 4% or $353,058 at 6%; with 50% employer match about $353,058 at 4% or $235,372 at 6%; with 100% employer match about $264,794 at 4% or $176,529 at 6%. |
| David Rio Coffee & Tea Inc 401(K) Profit Sharing Plan & Trust | - | 10 | $2,126,179 | $211,835 | $21,184iApproximate average salary by contribution assumption: employee only about $529,588 at 4% or $353,058 at 6%; with 50% employer match about $353,058 at 4% or $235,372 at 6%; with 100% employer match about $264,794 at 4% or $176,529 at 6%. |
| 2020 | 1 | 9 | $1,718,181 | $49,560 | $5,507iApproximate average salary by contribution assumption: employee only about $137,667 at 4% or $91,778 at 6%; with 50% employer match about $91,778 at 4% or $61,185 at 6%; with 100% employer match about $68,833 at 4% or $45,889 at 6%. |
| David Rio Coffee & Tea Inc 401(K) Profit Sharing Plan & Trust | - | 9 | $1,718,181 | $49,560 | $5,507iApproximate average salary by contribution assumption: employee only about $137,667 at 4% or $91,778 at 6%; with 50% employer match about $91,778 at 4% or $61,185 at 6%; with 100% employer match about $68,833 at 4% or $45,889 at 6%. |
| 2019 | 1 | 10 | $1,491,358 | $104,635 | $10,464iApproximate average salary by contribution assumption: employee only about $261,588 at 4% or $174,392 at 6%; with 50% employer match about $174,392 at 4% or $116,261 at 6%; with 100% employer match about $130,794 at 4% or $87,196 at 6%. |
| David Rio Coffee & Tea Inc 401(K) Profit Sharing Plan & Trust | - | 10 | $1,491,358 | $104,635 | $10,464iApproximate average salary by contribution assumption: employee only about $261,588 at 4% or $174,392 at 6%; with 50% employer match about $174,392 at 4% or $116,261 at 6%; with 100% employer match about $130,794 at 4% or $87,196 at 6%. |
| 2018 | 1 | 10 | $1,253,726 | $112,937 | $11,294iApproximate average salary by contribution assumption: employee only about $282,343 at 4% or $188,228 at 6%; with 50% employer match about $188,228 at 4% or $125,486 at 6%; with 100% employer match about $141,171 at 4% or $94,114 at 6%. |
| David Rio Coffee & Tea Inc 401(K) Profit Sharing Plan & Trust | - | 10 | $1,253,726 | $112,937 | $11,294iApproximate average salary by contribution assumption: employee only about $282,343 at 4% or $188,228 at 6%; with 50% employer match about $188,228 at 4% or $125,486 at 6%; with 100% employer match about $141,171 at 4% or $94,114 at 6%. |
| 2017 | 1 | 11 | $1,250,488 | $125,986 | $11,453iApproximate average salary by contribution assumption: employee only about $286,332 at 4% or $190,888 at 6%; with 50% employer match about $190,888 at 4% or $127,259 at 6%; with 100% employer match about $143,166 at 4% or $95,444 at 6%. |
| David Rio Coffee & Tea Inc 401(K) Profit Sharing Plan & Trust | - | 11 | $1,250,488 | $125,986 | $11,453iApproximate average salary by contribution assumption: employee only about $286,332 at 4% or $190,888 at 6%; with 50% employer match about $190,888 at 4% or $127,259 at 6%; with 100% employer match about $143,166 at 4% or $95,444 at 6%. |
| 2016 | 1 | 11 | $998,427 | $104,272 | $9,479iApproximate average salary by contribution assumption: employee only about $236,982 at 4% or $157,988 at 6%; with 50% employer match about $157,988 at 4% or $105,325 at 6%; with 100% employer match about $118,491 at 4% or $78,994 at 6%. |
| David Rio Coffee & Tea Inc 401(K) Profit Sharing Plan & Trust | - | 11 | $998,427 | $104,272 | $9,479iApproximate average salary by contribution assumption: employee only about $236,982 at 4% or $157,988 at 6%; with 50% employer match about $157,988 at 4% or $105,325 at 6%; with 100% employer match about $118,491 at 4% or $78,994 at 6%. |
| 2015 | 1 | 12 | $806,603 | $113,348 | $9,446iApproximate average salary by contribution assumption: employee only about $236,142 at 4% or $157,428 at 6%; with 50% employer match about $157,428 at 4% or $104,952 at 6%; with 100% employer match about $118,071 at 4% or $78,714 at 6%. |
| David Rio Coffee & Tea Inc 401(K) Profit Sharing Plan & Trust | - | 12 | $806,603 | $113,348 | $9,446iApproximate average salary by contribution assumption: employee only about $236,142 at 4% or $157,428 at 6%; with 50% employer match about $157,428 at 4% or $104,952 at 6%; with 100% employer match about $118,071 at 4% or $78,714 at 6%. |
| 2014 | 1 | 12 | $689,284 | $88,313 | $7,359iApproximate average salary by contribution assumption: employee only about $183,985 at 4% or $122,657 at 6%; with 50% employer match about $122,657 at 4% or $81,771 at 6%; with 100% employer match about $91,993 at 4% or $61,328 at 6%. |
| David Rio Coffee & Tea Inc 401(K) Profit Sharing Plan & Trust | - | 12 | $689,284 | $88,313 | $7,359iApproximate average salary by contribution assumption: employee only about $183,985 at 4% or $122,657 at 6%; with 50% employer match about $122,657 at 4% or $81,771 at 6%; with 100% employer match about $91,993 at 4% or $61,328 at 6%. |
| 2013 | 1 | 10 | $574,844 | $82,469 | $8,247iApproximate average salary by contribution assumption: employee only about $206,173 at 4% or $137,448 at 6%; with 50% employer match about $137,448 at 4% or $91,632 at 6%; with 100% employer match about $103,086 at 4% or $68,724 at 6%. |
| David Rio Coffee & Tea Inc 401(K) Profit Sharing Plan & Trust | - | 10 | $574,844 | $82,469 | $8,247iApproximate average salary by contribution assumption: employee only about $206,173 at 4% or $137,448 at 6%; with 50% employer match about $137,448 at 4% or $91,632 at 6%; with 100% employer match about $103,086 at 4% or $68,724 at 6%. |
| 2012 | 1 | 9 | $395,226 | $82,717 | $9,191iApproximate average salary by contribution assumption: employee only about $229,769 at 4% or $153,180 at 6%; with 50% employer match about $153,180 at 4% or $102,120 at 6%; with 100% employer match about $114,885 at 4% or $76,590 at 6%. |
| David Rio Coffee & Tea Inc 401(K) Profit Sharing Plan & Trust | - | 9 | $395,226 | $82,717 | $9,191iApproximate average salary by contribution assumption: employee only about $229,769 at 4% or $153,180 at 6%; with 50% employer match about $153,180 at 4% or $102,120 at 6%; with 100% employer match about $114,885 at 4% or $76,590 at 6%. |
| 2011 | 1 | 8 | $303,292 | $58,963 | $7,370iApproximate average salary by contribution assumption: employee only about $184,259 at 4% or $122,840 at 6%; with 50% employer match about $122,840 at 4% or $81,893 at 6%; with 100% employer match about $92,130 at 4% or $61,420 at 6%. |
| David Rio Coffee & Tea Inc 401(K) Profit Sharing Plan & Trust | - | 8 | $303,292 | $58,963 | $7,370iApproximate average salary by contribution assumption: employee only about $184,259 at 4% or $122,840 at 6%; with 50% employer match about $122,840 at 4% or $81,893 at 6%; with 100% employer match about $92,130 at 4% or $61,420 at 6%. |
| 2010 | 1 | 7 | $245,763 | $45,862 | $6,552iApproximate average salary by contribution assumption: employee only about $163,793 at 4% or $109,195 at 6%; with 50% employer match about $109,195 at 4% or $72,797 at 6%; with 100% employer match about $81,896 at 4% or $54,598 at 6%. |
| David Rio Coffee & Tea Inc 401(K) Profit Sharing Plan & Trust | - | 7 | $245,763 | $45,862 | $6,552iApproximate average salary by contribution assumption: employee only about $163,793 at 4% or $109,195 at 6%; with 50% employer match about $109,195 at 4% or $72,797 at 6%; with 100% employer match about $81,896 at 4% or $54,598 at 6%. |
| 2009 | 1 | 7 | $202,453 | $59,162 | $8,452iApproximate average salary by contribution assumption: employee only about $211,293 at 4% or $140,862 at 6%; with 50% employer match about $140,862 at 4% or $93,908 at 6%; with 100% employer match about $105,646 at 4% or $70,431 at 6%. |
| David Rio Coffee & Tea Inc 401(K) Profit Sharing Plan & Trust | - | 7 | $202,453 | $59,162 | $8,452iApproximate average salary by contribution assumption: employee only about $211,293 at 4% or $140,862 at 6%; with 50% employer match about $140,862 at 4% or $93,908 at 6%; with 100% employer match about $105,646 at 4% or $70,431 at 6%. |
| 2008 | 1 | 8 | $0 | $0 | - |
| David Rio Coffee & Tea Inc 401(K) Profit Sharing Plan & Trust | - | 8 | - | - | - |
| 2007 | 1 | 9 | $0 | $0 | - |
| David Rio Coffee & Tea Inc 401(K) Profit Sharing Plan & Trust | - | 9 | - | - | - |
| 2006 | 1 | 11 | $24,401 | $24,182 | $2,198iApproximate average salary by contribution assumption: employee only about $54,959 at 4% or $36,639 at 6%; with 50% employer match about $36,639 at 4% or $24,426 at 6%; with 100% employer match about $27,480 at 4% or $18,320 at 6%. |
| David Rio Coffee & Tea Inc 401(K) Profit Sharing Plan & Trust | - | 11 | $24,401 | $24,182 | $2,198iApproximate average salary by contribution assumption: employee only about $54,959 at 4% or $36,639 at 6%; with 50% employer match about $36,639 at 4% or $24,426 at 6%; with 100% employer match about $27,480 at 4% or $18,320 at 6%. |