Stephen L. Rivetti Insurance Services Inc.
Plan context: Stephen L. Rivetti Insurance Services Inc. Profit Sharing Plan Trust
EIN 95-4033294 • Agoura Hills, CA • 25 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$3,544,229
2024 Contributions
$1,000
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 1 | $3,544,229 | $1,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| Stephen L. Rivetti Insurance Services Inc. Profit Sharing Plan Trust | - | 1 | $3,544,229 | $1,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| 2023 | 1 | 1 | $3,166,850 | $8,500 | $8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%. |
| Stephen L. Rivetti Insurance Services Inc. Profit Sharing Plan Trust | - | 1 | $3,166,850 | $8,500 | $8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%. |
| 2022 | 1 | 1 | $2,969,351 | $11,250 | $11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%. |
| Stephen L. Rivetti Insurance Services Inc. Profit Sharing Plan Trust | - | 1 | $2,969,351 | $11,250 | $11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%. |
| 2021 | 1 | 1 | $2,971,647 | $20,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Stephen L. Rivetti Insurance Services Inc. Profit Sharing Plan Trust | - | 1 | $2,971,647 | $20,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2020 | 1 | 1 | $2,806,624 | $17,000 | $17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%. |
| Stephen L. Rivetti Insurance Services Inc. Profit Sharing Plan Trust | - | 1 | $2,806,624 | $17,000 | $17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%. |
| 2019 | 1 | 1 | $2,591,054 | $29,250 | $29,250iApproximate average salary by contribution assumption: employee only about $731,250 at 4% or $487,500 at 6%; with 50% employer match about $487,500 at 4% or $325,000 at 6%; with 100% employer match about $365,625 at 4% or $243,750 at 6%. |
| Stephen L. Rivetti Insurance Services Inc. Profit Sharing Plan Trust | - | 1 | $2,591,054 | $29,250 | $29,250iApproximate average salary by contribution assumption: employee only about $731,250 at 4% or $487,500 at 6%; with 50% employer match about $487,500 at 4% or $325,000 at 6%; with 100% employer match about $365,625 at 4% or $243,750 at 6%. |
| 2018 | 1 | 1 | $2,476,296 | $30,000 | $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%. |
| Stephen L. Rivetti Insurance Services Inc. Profit Sharing Plan Trust | - | 1 | $2,476,296 | $30,000 | $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%. |
| 2017 | 1 | 1 | $2,509,058 | $50,000 | $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%. |
| Stephen L. Rivetti Insurance Services Inc. Profit Sharing Plan Trust | - | 1 | $2,509,058 | $50,000 | $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%. |
| 2016 | 1 | 1 | $2,277,196 | $50,000 | $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%. |
| Stephen L. Rivetti Insurance Services Inc. Profit Sharing Plan Trust | - | 1 | $2,277,196 | $50,000 | $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%. |
| 2015 | 1 | 1 | $1,983,006 | $0 | - |
| Stephen L. Rivetti Insurance Services Inc. Profit Sharing Plan Trust | - | 1 | $1,983,006 | - | - |
| 2014 | 1 | 1 | $2,052,080 | $0 | - |
| Stephen L. Rivetti Insurance Services Inc. Profit Sharing Plan Trust | - | 1 | $2,052,080 | - | - |
| 2013 | 1 | 1 | $1,896,129 | $51,000 | $51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%. |
| Stephen L. Rivetti Insurance Services Inc. Profit Sharing Plan Trust | - | 1 | $1,896,129 | $51,000 | $51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%. |
| 2012 | 1 | 2 | $1,627,394 | $0 | - |
| Stephen L. Rivetti Insurance Services Inc. Profit Sharing Plan Trust | - | 2 | $1,627,394 | - | - |
| 2011 | 1 | 2 | $1,660,245 | $0 | - |
| Stephen L. Rivetti Insurance Services Inc. Profit Sharing Plan Trust | - | 2 | $1,660,245 | - | - |
| 2010 | 1 | 2 | $1,333,489 | $0 | - |
| Stephen L. Rivetti Insurance Services Inc. Profit Sharing Plan Trust | - | 2 | $1,333,489 | - | - |
| 2009 | 1 | 2 | $1,240,000 | $20,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Stephen L. Rivetti Insurance Services Inc. Profit Sharing Plan Trust | - | 2 | $1,240,000 | $20,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2008 | 1 | 2 | $0 | $0 | - |
| Stephen L. Rivetti Insurance Services Inc. Profit Sharing Plan Trust | - | 2 | - | - | - |
| 2007 | 1 | 2 | $1,545,964 | $56,934 | $28,467iApproximate average salary by contribution assumption: employee only about $711,675 at 4% or $474,450 at 6%; with 50% employer match about $474,450 at 4% or $316,300 at 6%; with 100% employer match about $355,838 at 4% or $237,225 at 6%. |
| Stephen L. Rivetti Insurance Services Inc. Profit Sharing Plan Trust | - | 2 | $1,545,964 | $56,934 | $28,467iApproximate average salary by contribution assumption: employee only about $711,675 at 4% or $474,450 at 6%; with 50% employer match about $474,450 at 4% or $316,300 at 6%; with 100% employer match about $355,838 at 4% or $237,225 at 6%. |
| 2006 | 1 | 2 | $1,474,479 | $37,565 | $18,783iApproximate average salary by contribution assumption: employee only about $469,563 at 4% or $313,042 at 6%; with 50% employer match about $313,042 at 4% or $208,694 at 6%; with 100% employer match about $234,781 at 4% or $156,521 at 6%. |
| Stephen L. Rivetti Insurance Services Inc. Profit Sharing Plan Trust | - | 2 | $1,474,479 | $37,565 | $18,783iApproximate average salary by contribution assumption: employee only about $469,563 at 4% or $313,042 at 6%; with 50% employer match about $313,042 at 4% or $208,694 at 6%; with 100% employer match about $234,781 at 4% or $156,521 at 6%. |
| 2005 | 1 | 2 | $1,330,605 | $53,104 | $26,552iApproximate average salary by contribution assumption: employee only about $663,800 at 4% or $442,533 at 6%; with 50% employer match about $442,533 at 4% or $295,022 at 6%; with 100% employer match about $331,900 at 4% or $221,267 at 6%. |
| Stephen L. Rivetti Insurance Services Inc. Profit Sharing Plan Trust | - | 2 | $1,330,605 | $53,104 | $26,552iApproximate average salary by contribution assumption: employee only about $663,800 at 4% or $442,533 at 6%; with 50% employer match about $442,533 at 4% or $295,022 at 6%; with 100% employer match about $331,900 at 4% or $221,267 at 6%. |
| 2004 | 1 | 2 | $1,142,094 | $41,561 | $20,781iApproximate average salary by contribution assumption: employee only about $519,513 at 4% or $346,342 at 6%; with 50% employer match about $346,342 at 4% or $230,894 at 6%; with 100% employer match about $259,756 at 4% or $173,171 at 6%. |
| Stephen L. Rivetti Insurance Services Inc. Profit Sharing Plan Trust | - | 2 | $1,142,094 | $41,561 | $20,781iApproximate average salary by contribution assumption: employee only about $519,513 at 4% or $346,342 at 6%; with 50% employer match about $346,342 at 4% or $230,894 at 6%; with 100% employer match about $259,756 at 4% or $173,171 at 6%. |
| 2003 | 1 | 2 | $1,093,354 | $38,024 | $19,012iApproximate average salary by contribution assumption: employee only about $475,300 at 4% or $316,867 at 6%; with 50% employer match about $316,867 at 4% or $211,244 at 6%; with 100% employer match about $237,650 at 4% or $158,433 at 6%. |
| Stephen L. Rivetti Insurance Services Inc. Profit Sharing Plan Trust | - | 2 | $1,093,354 | $38,024 | $19,012iApproximate average salary by contribution assumption: employee only about $475,300 at 4% or $316,867 at 6%; with 50% employer match about $316,867 at 4% or $211,244 at 6%; with 100% employer match about $237,650 at 4% or $158,433 at 6%. |
| 2002 | 1 | 2 | $760,998 | $31,618 | $15,809iApproximate average salary by contribution assumption: employee only about $395,225 at 4% or $263,483 at 6%; with 50% employer match about $263,483 at 4% or $175,656 at 6%; with 100% employer match about $197,613 at 4% or $131,742 at 6%. |
| Stephen L. Rivetti Insurance Services Inc. Profit Sharing Plan Trust | - | 2 | $760,998 | $31,618 | $15,809iApproximate average salary by contribution assumption: employee only about $395,225 at 4% or $263,483 at 6%; with 50% employer match about $263,483 at 4% or $175,656 at 6%; with 100% employer match about $197,613 at 4% or $131,742 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Stephen L. Rivetti Insurance Services Inc. Profit Sharing Plan Trust | - | 2 | - | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| Stephen L. Rivetti Insurance Services Inc. Profit Sharing Plan Trust | - | 2 | - | - | - |