Loree Rodkin Management Co. Inc.
Plan context: LOREE RODKIN MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN
EIN 95-3924573 • Los Angeles, CA • 25 filings • 4 plans
Current Snapshot
Latest Year
2023
2023 Participants
5
2023 Assets
$3,040,670
2023 Contributions
$50,000
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 5 | $3,040,670 | $0 | - |
| LOREE RODKIN MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $3,040,670 | $0 | - |
| 2022 | 1 | 5 | $2,777,593 | $0 | - |
| LOREE RODKIN MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $2,777,593 | $0 | - |
| 2021 | 1 | 5 | $3,196,913 | $0 | - |
| LOREE RODKIN MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $3,196,913 | $0 | - |
| 2020 | 1 | 6 | $3,096,478 | $50,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| LOREE RODKIN MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 6 | $3,096,478 | $50,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| 2019 | 1 | 6 | $3,015,579 | $50,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| LOREE RODKIN MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 6 | $3,015,579 | $50,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| 2017 | 1 | 4 | $2,633,446 | $50,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| LOREE RODKIN MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $2,633,446 | $50,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2016 | 1 | 4 | $2,644,228 | $50,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| LOREE RODKIN MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $2,644,228 | $50,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2015 | 1 | 4 | $2,460,447 | $50,500 | $12,625iApproximate average salary by contribution assumption: employee only about $315,625 at 4% or $210,417 at 6%; with 50% employer match about $210,417 at 4% or $140,278 at 6%; with 100% employer match about $157,813 at 4% or $105,208 at 6%. |
| LOREE RODKIN MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $2,460,447 | $50,500 | $12,625iApproximate average salary by contribution assumption: employee only about $315,625 at 4% or $210,417 at 6%; with 50% employer match about $210,417 at 4% or $140,278 at 6%; with 100% employer match about $157,813 at 4% or $105,208 at 6%. |
| 2014 | 1 | 4 | $2,438,338 | $150,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| LOREE RODKIN MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $2,438,338 | $150,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| 2013 | 1 | 4 | $2,247,637 | $0 | - |
| LOREE RODKIN MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $2,247,637 | $0 | - |
| 2012 | 1 | 4 | $1,973,926 | $0 | - |
| LOREE RODKIN MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $1,973,926 | $0 | - |
| 2011 | 1 | 5 | $2,001,270 | $150,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| LOREE RODKIN MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $2,001,270 | $150,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| 2010 | 1 | 5 | $1,973,221 | $150,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| LOREE RODKIN MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $1,973,221 | $150,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| 2009 | 1 | 5 | $1,614,243 | $150,204 | $30,041iApproximate average salary by contribution assumption: employee only about $751,020 at 4% or $500,680 at 6%; with 50% employer match about $500,680 at 4% or $333,787 at 6%; with 100% employer match about $375,510 at 4% or $250,340 at 6%. |
| LOREE RODKIN MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $1,614,243 | $150,204 | $30,041iApproximate average salary by contribution assumption: employee only about $751,020 at 4% or $500,680 at 6%; with 50% employer match about $500,680 at 4% or $333,787 at 6%; with 100% employer match about $375,510 at 4% or $250,340 at 6%. |
| 2008 | 1 | 5 | $0 | $0 | - |
| LOREE RODKIN MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 5 | - | - | - |
| 2007 | 1 | 5 | $0 | $0 | - |
| LOREE RODKIN MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 5 | - | - | - |
| 2006 | 1 | 4 | $1,279,600 | $169,547 | $42,387iApproximate average salary by contribution assumption: employee only about $1,059,669 at 4% or $706,446 at 6%; with 50% employer match about $706,446 at 4% or $470,964 at 6%; with 100% employer match about $529,834 at 4% or $353,223 at 6%. |
| LOREE RODKIN MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $1,279,600 | $169,547 | $42,387iApproximate average salary by contribution assumption: employee only about $1,059,669 at 4% or $706,446 at 6%; with 50% employer match about $706,446 at 4% or $470,964 at 6%; with 100% employer match about $529,834 at 4% or $353,223 at 6%. |
| 2005 | 1 | 5 | $1,050,768 | $149,665 | $29,933iApproximate average salary by contribution assumption: employee only about $748,325 at 4% or $498,883 at 6%; with 50% employer match about $498,883 at 4% or $332,589 at 6%; with 100% employer match about $374,163 at 4% or $249,442 at 6%. |
| LOREE RODKIN MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $1,050,768 | $149,665 | $29,933iApproximate average salary by contribution assumption: employee only about $748,325 at 4% or $498,883 at 6%; with 50% employer match about $498,883 at 4% or $332,589 at 6%; with 100% employer match about $374,163 at 4% or $249,442 at 6%. |
| 2004 | 1 | 5 | $851,515 | $100,378 | $20,076iApproximate average salary by contribution assumption: employee only about $501,890 at 4% or $334,593 at 6%; with 50% employer match about $334,593 at 4% or $223,062 at 6%; with 100% employer match about $250,945 at 4% or $167,297 at 6%. |
| LOREE RODKIN MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $851,515 | $100,378 | $20,076iApproximate average salary by contribution assumption: employee only about $501,890 at 4% or $334,593 at 6%; with 50% employer match about $334,593 at 4% or $223,062 at 6%; with 100% employer match about $250,945 at 4% or $167,297 at 6%. |
| 2003 | 2 | 3 | $664,535 | $77,062 | $25,687iApproximate average salary by contribution assumption: employee only about $642,183 at 4% or $428,122 at 6%; with 50% employer match about $428,122 at 4% or $285,415 at 6%; with 100% employer match about $321,092 at 4% or $214,061 at 6%. |
| LOREE RODKIN MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 3 | $664,535 | $77,062 | $25,687iApproximate average salary by contribution assumption: employee only about $642,183 at 4% or $428,122 at 6%; with 50% employer match about $428,122 at 4% or $285,415 at 6%; with 100% employer match about $321,092 at 4% or $214,061 at 6%. |
| Loree Rodkin Management Co. Inc. Money Purchase Pension Plan | - | 0 | - | - | - |
| 2002 | 2 | 4 | $201,000 | $201,000 | $50,250iApproximate average salary by contribution assumption: employee only about $1,256,250 at 4% or $837,500 at 6%; with 50% employer match about $837,500 at 4% or $558,333 at 6%; with 100% employer match about $628,125 at 4% or $418,750 at 6%. |
| LOREE RODKIN MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $201,000 | $201,000 | $50,250iApproximate average salary by contribution assumption: employee only about $1,256,250 at 4% or $837,500 at 6%; with 50% employer match about $837,500 at 4% or $558,333 at 6%; with 100% employer match about $628,125 at 4% or $418,750 at 6%. |
| Loree Rodkin Management Co. Inc. Money Purchase Pension Plan | - | 0 | - | - | - |
| 2001 | 1 | 7 | $0 | $0 | - |
| Loree Rodkin Management Co. Inc. Money Purchase Pension Plan | - | 7 | - | - | - |
| 1999 | 1 | 4 | $489,706 | $40,917 | $10,229iApproximate average salary by contribution assumption: employee only about $255,731 at 4% or $170,488 at 6%; with 50% employer match about $170,488 at 4% or $113,658 at 6%; with 100% employer match about $127,866 at 4% or $85,244 at 6%. |
| Loree Rodkin Management Co. Inc. Money Purchase Pension Plan | - | 4 | $489,706 | $40,917 | $10,229iApproximate average salary by contribution assumption: employee only about $255,731 at 4% or $170,488 at 6%; with 50% employer match about $170,488 at 4% or $113,658 at 6%; with 100% employer match about $127,866 at 4% or $85,244 at 6%. |