Civic Intelligence

David M Richardson

Plan context: RICHARDSON FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST

EIN 95-3276074 • Woodland Hills, CA • 15 filings • 5 plans

21550 Oxnard St Ste 810Woodland Hills, CA 91367
Current Snapshot

Latest Year

2015

2015 Participants

5

2015 Assets

$269,072

2015 Contributions

$29,488

Historical Graphs

Total Assets Over Time

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

$1,511,765$755,883$0200120072015YearValue
$269,072Latest year 2015

Participants Over Time

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

530200120072015YearValue
5Latest year 2015

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
201525$269,072$29,488$5,898iApproximate average salary by contribution assumption: employee only about $147,440 at 4% or $98,293 at 6%; with 50% employer match about $98,293 at 4% or $65,529 at 6%; with 100% employer match about $73,720 at 4% or $49,147 at 6%.
David M Richardson Profit Sharing Plan-5$134,536$14,744$2,949iApproximate average salary by contribution assumption: employee only about $73,720 at 4% or $49,147 at 6%; with 50% employer match about $49,147 at 4% or $32,764 at 6%; with 100% employer match about $36,860 at 4% or $24,573 at 6%.
RICHARDSON FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST-5$134,536$14,744$2,949iApproximate average salary by contribution assumption: employee only about $73,720 at 4% or $49,147 at 6%; with 50% employer match about $49,147 at 4% or $32,764 at 6%; with 100% employer match about $36,860 at 4% or $24,573 at 6%.
201413$33,607$32,505$10,835iApproximate average salary by contribution assumption: employee only about $270,875 at 4% or $180,583 at 6%; with 50% employer match about $180,583 at 4% or $120,389 at 6%; with 100% employer match about $135,438 at 4% or $90,292 at 6%.
RICHARDSON FINANCIAL RETIREMENT TRUST-3$33,607$32,505$10,835iApproximate average salary by contribution assumption: employee only about $270,875 at 4% or $180,583 at 6%; with 50% employer match about $180,583 at 4% or $120,389 at 6%; with 100% employer match about $135,438 at 4% or $90,292 at 6%.
201111$1,511,765$80,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
David M Richardson Profit Sharing Plan-1$1,511,765$80,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
201012$1,483,356$115,000$57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%.
David M Richardson Profit Sharing Plan-2$1,483,356$115,000$57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%.
200912$1,204,417$128,360$64,180iApproximate average salary by contribution assumption: employee only about $1,604,500 at 4% or $1,069,667 at 6%; with 50% employer match about $1,069,667 at 4% or $713,111 at 6%; with 100% employer match about $802,250 at 4% or $534,833 at 6%.
David M Richardson Profit Sharing Plan-2$1,204,417$128,360$64,180iApproximate average salary by contribution assumption: employee only about $1,604,500 at 4% or $1,069,667 at 6%; with 50% employer match about $1,069,667 at 4% or $713,111 at 6%; with 100% employer match about $802,250 at 4% or $534,833 at 6%.
200811$815,115$170,173$170,173iApproximate average salary by contribution assumption: employee only about $4,254,325 at 4% or $2,836,217 at 6%; with 50% employer match about $2,836,217 at 4% or $1,890,811 at 6%; with 100% employer match about $2,127,163 at 4% or $1,418,108 at 6%.
David M Richardson Profit Sharing Plan-1$815,115$170,173$170,173iApproximate average salary by contribution assumption: employee only about $4,254,325 at 4% or $2,836,217 at 6%; with 50% employer match about $2,836,217 at 4% or $1,890,811 at 6%; with 100% employer match about $2,127,163 at 4% or $1,418,108 at 6%.
200711$1,066,431$137,569$137,569iApproximate average salary by contribution assumption: employee only about $3,439,225 at 4% or $2,292,817 at 6%; with 50% employer match about $2,292,817 at 4% or $1,528,544 at 6%; with 100% employer match about $1,719,613 at 4% or $1,146,408 at 6%.
David M Richardson Profit Sharing Plan-1$1,066,431$137,569$137,569iApproximate average salary by contribution assumption: employee only about $3,439,225 at 4% or $2,292,817 at 6%; with 50% employer match about $2,292,817 at 4% or $1,528,544 at 6%; with 100% employer match about $1,719,613 at 4% or $1,146,408 at 6%.
200612$851,522$141,945$70,973iApproximate average salary by contribution assumption: employee only about $1,774,313 at 4% or $1,182,875 at 6%; with 50% employer match about $1,182,875 at 4% or $788,583 at 6%; with 100% employer match about $887,156 at 4% or $591,438 at 6%.
David M Richardson Profit Sharing Plan-2$851,522$141,945$70,973iApproximate average salary by contribution assumption: employee only about $1,774,313 at 4% or $1,182,875 at 6%; with 50% employer match about $1,182,875 at 4% or $788,583 at 6%; with 100% employer match about $887,156 at 4% or $591,438 at 6%.
200511$600,945$148,830$148,830iApproximate average salary by contribution assumption: employee only about $3,720,750 at 4% or $2,480,500 at 6%; with 50% employer match about $2,480,500 at 4% or $1,653,667 at 6%; with 100% employer match about $1,860,375 at 4% or $1,240,250 at 6%.
David M Richardson Profit Sharing Plan-1$600,945$148,830$148,830iApproximate average salary by contribution assumption: employee only about $3,720,750 at 4% or $2,480,500 at 6%; with 50% employer match about $2,480,500 at 4% or $1,653,667 at 6%; with 100% employer match about $1,860,375 at 4% or $1,240,250 at 6%.
200411$439,314$82,492$82,492iApproximate average salary by contribution assumption: employee only about $2,062,300 at 4% or $1,374,867 at 6%; with 50% employer match about $1,374,867 at 4% or $916,578 at 6%; with 100% employer match about $1,031,150 at 4% or $687,433 at 6%.
David M Richardson Profit Sharing Plan-1$439,314$82,492$82,492iApproximate average salary by contribution assumption: employee only about $2,062,300 at 4% or $1,374,867 at 6%; with 50% employer match about $1,374,867 at 4% or $916,578 at 6%; with 100% employer match about $1,031,150 at 4% or $687,433 at 6%.
200313$343,179$83,183$27,728iApproximate average salary by contribution assumption: employee only about $693,192 at 4% or $462,128 at 6%; with 50% employer match about $462,128 at 4% or $308,085 at 6%; with 100% employer match about $346,596 at 4% or $231,064 at 6%.
David M Richardson Profit Sharing Plan-3$343,179$83,183$27,728iApproximate average salary by contribution assumption: employee only about $693,192 at 4% or $462,128 at 6%; with 50% employer match about $462,128 at 4% or $308,085 at 6%; with 100% employer match about $346,596 at 4% or $231,064 at 6%.
200213$185,744$136,084$45,361iApproximate average salary by contribution assumption: employee only about $1,134,033 at 4% or $756,022 at 6%; with 50% employer match about $756,022 at 4% or $504,015 at 6%; with 100% employer match about $567,017 at 4% or $378,011 at 6%.
David M Richardson Profit Sharing Plan-3$185,744$136,084$45,361iApproximate average salary by contribution assumption: employee only about $1,134,033 at 4% or $756,022 at 6%; with 50% employer match about $756,022 at 4% or $504,015 at 6%; with 100% employer match about $567,017 at 4% or $378,011 at 6%.
200113$66,772$66,772$22,257iApproximate average salary by contribution assumption: employee only about $556,433 at 4% or $370,956 at 6%; with 50% employer match about $370,956 at 4% or $247,304 at 6%; with 100% employer match about $278,217 at 4% or $185,478 at 6%.
David M Richardson Profit Sharing Plan-3$66,772$66,772$22,257iApproximate average salary by contribution assumption: employee only about $556,433 at 4% or $370,956 at 6%; with 50% employer match about $370,956 at 4% or $247,304 at 6%; with 100% employer match about $278,217 at 4% or $185,478 at 6%.
199910$0$0-
David M Richardson Profit Sharing Plan-0---