Rjl Insurance Services Inc.
Plan context: Rjl Insurance Services Inc. Retirement Savings Plan
EIN 95-4046632 • Valley Center, CA • 30 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$3,770,594
2024 Contributions
$336,618
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 | 7 | $3,770,594 | $336,618 | $48,088iApproximate average salary by contribution assumption: employee only about $1,202,207 at 4% or $801,471 at 6%; with 50% employer match about $801,471 at 4% or $534,314 at 6%; with 100% employer match about $601,104 at 4% or $400,736 at 6%. |
| Rjl Insurance Services Inc. Retirement Savings Plan | - | 7 | $3,027,588 | $214,363 | $30,623iApproximate average salary by contribution assumption: employee only about $765,582 at 4% or $510,388 at 6%; with 50% employer match about $510,388 at 4% or $340,259 at 6%; with 100% employer match about $382,791 at 4% or $255,194 at 6%. |
| Rjl Insurance Services Inc. Cash Balance Plan | - | 4 | $743,006 | $122,255 | $30,564iApproximate average salary by contribution assumption: employee only about $764,094 at 4% or $509,396 at 6%; with 50% employer match about $509,396 at 4% or $339,597 at 6%; with 100% employer match about $382,047 at 4% or $254,698 at 6%. |
| 2023 | 2 | 7 | $3,150,609 | $343,637 | $49,091iApproximate average salary by contribution assumption: employee only about $1,227,275 at 4% or $818,183 at 6%; with 50% employer match about $818,183 at 4% or $545,456 at 6%; with 100% employer match about $613,638 at 4% or $409,092 at 6%. |
| Rjl Insurance Services Inc. Retirement Savings Plan | - | 7 | $2,557,371 | $221,077 | $31,582iApproximate average salary by contribution assumption: employee only about $789,561 at 4% or $526,374 at 6%; with 50% employer match about $526,374 at 4% or $350,916 at 6%; with 100% employer match about $394,780 at 4% or $263,187 at 6%. |
| Rjl Insurance Services Inc. Cash Balance Plan | - | 4 | $593,238 | $122,560 | $30,640iApproximate average salary by contribution assumption: employee only about $766,000 at 4% or $510,667 at 6%; with 50% employer match about $510,667 at 4% or $340,444 at 6%; with 100% employer match about $383,000 at 4% or $255,333 at 6%. |
| 2022 | 2 | 7 | $2,531,552 | $72,283 | $10,326iApproximate average salary by contribution assumption: employee only about $258,154 at 4% or $172,102 at 6%; with 50% employer match about $172,102 at 4% or $114,735 at 6%; with 100% employer match about $129,077 at 4% or $86,051 at 6%. |
| Rjl Insurance Services Inc. Retirement Savings Plan | - | 7 | $2,084,065 | -$80,617 | - |
| Rjl Insurance Services Inc. Cash Balance Plan | - | 5 | $447,487 | $152,900 | $30,580iApproximate average salary by contribution assumption: employee only about $764,500 at 4% or $509,667 at 6%; with 50% employer match about $509,667 at 4% or $339,778 at 6%; with 100% employer match about $382,250 at 4% or $254,833 at 6%. |
| 2021 | 2 | 7 | $2,459,376 | $285,113 | $40,730iApproximate average salary by contribution assumption: employee only about $1,018,261 at 4% or $678,840 at 6%; with 50% employer match about $678,840 at 4% or $452,560 at 6%; with 100% employer match about $509,130 at 4% or $339,420 at 6%. |
| Rjl Insurance Services Inc. Retirement Savings Plan | - | 7 | $2,164,789 | $149,070 | $21,296iApproximate average salary by contribution assumption: employee only about $532,393 at 4% or $354,929 at 6%; with 50% employer match about $354,929 at 4% or $236,619 at 6%; with 100% employer match about $266,196 at 4% or $177,464 at 6%. |
| Rjl Insurance Services Inc. Cash Balance Plan | - | 5 | $294,587 | $136,043 | $27,209iApproximate average salary by contribution assumption: employee only about $680,215 at 4% or $453,477 at 6%; with 50% employer match about $453,477 at 4% or $302,318 at 6%; with 100% employer match about $340,108 at 4% or $226,738 at 6%. |
| 2020 | 2 | 8 | $2,013,893 | $285,440 | $35,680iApproximate average salary by contribution assumption: employee only about $892,000 at 4% or $594,667 at 6%; with 50% employer match about $594,667 at 4% or $396,444 at 6%; with 100% employer match about $446,000 at 4% or $297,333 at 6%. |
| Rjl Insurance Services Inc. Retirement Savings Plan | - | 8 | $1,856,092 | $127,639 | $15,955iApproximate average salary by contribution assumption: employee only about $398,872 at 4% or $265,915 at 6%; with 50% employer match about $265,915 at 4% or $177,276 at 6%; with 100% employer match about $199,436 at 4% or $132,957 at 6%. |
| Rjl Insurance Services Inc. Cash Balance Plan | - | 5 | $157,801 | $157,801 | $31,560iApproximate average salary by contribution assumption: employee only about $789,005 at 4% or $526,003 at 6%; with 50% employer match about $526,003 at 4% or $350,669 at 6%; with 100% employer match about $394,503 at 4% or $263,002 at 6%. |
| 2019 | 1 | 6 | $1,572,351 | $77,959 | $12,993iApproximate average salary by contribution assumption: employee only about $324,829 at 4% or $216,553 at 6%; with 50% employer match about $216,553 at 4% or $144,369 at 6%; with 100% employer match about $162,415 at 4% or $108,276 at 6%. |
| Rjl Insurance Services Inc. Retirement Savings Plan | - | 6 | $1,572,351 | $77,959 | $12,993iApproximate average salary by contribution assumption: employee only about $324,829 at 4% or $216,553 at 6%; with 50% employer match about $216,553 at 4% or $144,369 at 6%; with 100% employer match about $162,415 at 4% or $108,276 at 6%. |
| 2018 | 1 | 5 | $1,259,898 | $83,269 | $16,654iApproximate average salary by contribution assumption: employee only about $416,345 at 4% or $277,563 at 6%; with 50% employer match about $277,563 at 4% or $185,042 at 6%; with 100% employer match about $208,173 at 4% or $138,782 at 6%. |
| Rjl Insurance Services Inc. Retirement Savings Plan | - | 5 | $1,259,898 | $83,269 | $16,654iApproximate average salary by contribution assumption: employee only about $416,345 at 4% or $277,563 at 6%; with 50% employer match about $277,563 at 4% or $185,042 at 6%; with 100% employer match about $208,173 at 4% or $138,782 at 6%. |
| 2017 | 1 | 6 | $1,334,852 | $78,407 | $13,068iApproximate average salary by contribution assumption: employee only about $326,696 at 4% or $217,797 at 6%; with 50% employer match about $217,797 at 4% or $145,198 at 6%; with 100% employer match about $163,348 at 4% or $108,899 at 6%. |
| Rjl Insurance Services Inc. Retirement Savings Plan | - | 6 | $1,334,852 | $78,407 | $13,068iApproximate average salary by contribution assumption: employee only about $326,696 at 4% or $217,797 at 6%; with 50% employer match about $217,797 at 4% or $145,198 at 6%; with 100% employer match about $163,348 at 4% or $108,899 at 6%. |
| 2016 | 1 | 6 | $1,045,094 | $75,208 | $12,535iApproximate average salary by contribution assumption: employee only about $313,367 at 4% or $208,911 at 6%; with 50% employer match about $208,911 at 4% or $139,274 at 6%; with 100% employer match about $156,683 at 4% or $104,456 at 6%. |
| Rjl Insurance Services Inc. Retirement Savings Plan | - | 6 | $1,045,094 | $75,208 | $12,535iApproximate average salary by contribution assumption: employee only about $313,367 at 4% or $208,911 at 6%; with 50% employer match about $208,911 at 4% or $139,274 at 6%; with 100% employer match about $156,683 at 4% or $104,456 at 6%. |
| 2015 | 1 | 6 | $882,801 | $76,888 | $12,815iApproximate average salary by contribution assumption: employee only about $320,367 at 4% or $213,578 at 6%; with 50% employer match about $213,578 at 4% or $142,385 at 6%; with 100% employer match about $160,183 at 4% or $106,789 at 6%. |
| Rjl Insurance Services Inc. Retirement Savings Plan | - | 6 | $882,801 | $76,888 | $12,815iApproximate average salary by contribution assumption: employee only about $320,367 at 4% or $213,578 at 6%; with 50% employer match about $213,578 at 4% or $142,385 at 6%; with 100% employer match about $160,183 at 4% or $106,789 at 6%. |
| 2014 | 1 | 6 | $834,154 | $65,212 | $10,869iApproximate average salary by contribution assumption: employee only about $271,717 at 4% or $181,144 at 6%; with 50% employer match about $181,144 at 4% or $120,763 at 6%; with 100% employer match about $135,858 at 4% or $90,572 at 6%. |
| Rjl Insurance Services Inc. Retirement Savings Plan | - | 6 | $834,154 | $65,212 | $10,869iApproximate average salary by contribution assumption: employee only about $271,717 at 4% or $181,144 at 6%; with 50% employer match about $181,144 at 4% or $120,763 at 6%; with 100% employer match about $135,858 at 4% or $90,572 at 6%. |
| 2013 | 1 | 6 | $733,742 | $60,389 | $10,065iApproximate average salary by contribution assumption: employee only about $251,621 at 4% or $167,747 at 6%; with 50% employer match about $167,747 at 4% or $111,831 at 6%; with 100% employer match about $125,810 at 4% or $83,874 at 6%. |
| Rjl Insurance Services Inc. Retirement Savings Plan | - | 6 | $733,742 | $60,389 | $10,065iApproximate average salary by contribution assumption: employee only about $251,621 at 4% or $167,747 at 6%; with 50% employer match about $167,747 at 4% or $111,831 at 6%; with 100% employer match about $125,810 at 4% or $83,874 at 6%. |
| 2012 | 1 | 6 | $614,650 | $57,601 | $9,600iApproximate average salary by contribution assumption: employee only about $240,004 at 4% or $160,003 at 6%; with 50% employer match about $160,003 at 4% or $106,669 at 6%; with 100% employer match about $120,002 at 4% or $80,001 at 6%. |
| Rjl Insurance Services Inc. Retirement Savings Plan | - | 6 | $614,650 | $57,601 | $9,600iApproximate average salary by contribution assumption: employee only about $240,004 at 4% or $160,003 at 6%; with 50% employer match about $160,003 at 4% or $106,669 at 6%; with 100% employer match about $120,002 at 4% or $80,001 at 6%. |
| 2011 | 1 | 5 | $533,534 | $54,299 | $10,860iApproximate average salary by contribution assumption: employee only about $271,495 at 4% or $180,997 at 6%; with 50% employer match about $180,997 at 4% or $120,664 at 6%; with 100% employer match about $135,748 at 4% or $90,498 at 6%. |
| Rjl Insurance Services Inc. Retirement Savings Plan | - | 5 | $533,534 | $54,299 | $10,860iApproximate average salary by contribution assumption: employee only about $271,495 at 4% or $180,997 at 6%; with 50% employer match about $180,997 at 4% or $120,664 at 6%; with 100% employer match about $135,748 at 4% or $90,498 at 6%. |
| 2010 | 1 | 5 | $480,304 | $37,725 | $7,545iApproximate average salary by contribution assumption: employee only about $188,625 at 4% or $125,750 at 6%; with 50% employer match about $125,750 at 4% or $83,833 at 6%; with 100% employer match about $94,313 at 4% or $62,875 at 6%. |
| Rjl Insurance Services Inc. Retirement Savings Plan | - | 5 | $480,304 | $37,725 | $7,545iApproximate average salary by contribution assumption: employee only about $188,625 at 4% or $125,750 at 6%; with 50% employer match about $125,750 at 4% or $83,833 at 6%; with 100% employer match about $94,313 at 4% or $62,875 at 6%. |
| 2009 | 1 | 6 | $420,749 | $57,787 | $9,631iApproximate average salary by contribution assumption: employee only about $240,779 at 4% or $160,519 at 6%; with 50% employer match about $160,519 at 4% or $107,013 at 6%; with 100% employer match about $120,390 at 4% or $80,260 at 6%. |
| Rjl Insurance Services Inc. Retirement Savings Plan | - | 6 | $420,749 | $57,787 | $9,631iApproximate average salary by contribution assumption: employee only about $240,779 at 4% or $160,519 at 6%; with 50% employer match about $160,519 at 4% or $107,013 at 6%; with 100% employer match about $120,390 at 4% or $80,260 at 6%. |
| 2008 | 1 | 5 | $383,752 | $55,265 | $11,053iApproximate average salary by contribution assumption: employee only about $276,325 at 4% or $184,217 at 6%; with 50% employer match about $184,217 at 4% or $122,811 at 6%; with 100% employer match about $138,163 at 4% or $92,108 at 6%. |
| Rjl Insurance Services Inc. Retirement Savings Plan | - | 5 | $383,752 | $55,265 | $11,053iApproximate average salary by contribution assumption: employee only about $276,325 at 4% or $184,217 at 6%; with 50% employer match about $184,217 at 4% or $122,811 at 6%; with 100% employer match about $138,163 at 4% or $92,108 at 6%. |
| 2007 | 1 | 5 | $374,771 | $52,825 | $10,565iApproximate average salary by contribution assumption: employee only about $264,125 at 4% or $176,083 at 6%; with 50% employer match about $176,083 at 4% or $117,389 at 6%; with 100% employer match about $132,063 at 4% or $88,042 at 6%. |
| Rjl Insurance Services Inc. Retirement Savings Plan | - | 5 | $374,771 | $52,825 | $10,565iApproximate average salary by contribution assumption: employee only about $264,125 at 4% or $176,083 at 6%; with 50% employer match about $176,083 at 4% or $117,389 at 6%; with 100% employer match about $132,063 at 4% or $88,042 at 6%. |
| 2006 | 1 | 5 | $309,990 | $62,435 | $12,487iApproximate average salary by contribution assumption: employee only about $312,175 at 4% or $208,117 at 6%; with 50% employer match about $208,117 at 4% or $138,744 at 6%; with 100% employer match about $156,088 at 4% or $104,058 at 6%. |
| Rjl Insurance Services Inc. Retirement Savings Plan | - | 5 | $309,990 | $62,435 | $12,487iApproximate average salary by contribution assumption: employee only about $312,175 at 4% or $208,117 at 6%; with 50% employer match about $208,117 at 4% or $138,744 at 6%; with 100% employer match about $156,088 at 4% or $104,058 at 6%. |
| 2005 | 1 | 5 | $223,751 | $56,936 | $11,387iApproximate average salary by contribution assumption: employee only about $284,680 at 4% or $189,787 at 6%; with 50% employer match about $189,787 at 4% or $126,524 at 6%; with 100% employer match about $142,340 at 4% or $94,893 at 6%. |
| Rjl Insurance Services Inc. Retirement Savings Plan | - | 5 | $223,751 | $56,936 | $11,387iApproximate average salary by contribution assumption: employee only about $284,680 at 4% or $189,787 at 6%; with 50% employer match about $189,787 at 4% or $126,524 at 6%; with 100% employer match about $142,340 at 4% or $94,893 at 6%. |
| 2004 | 1 | 5 | $158,650 | $39,717 | $7,943iApproximate average salary by contribution assumption: employee only about $198,585 at 4% or $132,390 at 6%; with 50% employer match about $132,390 at 4% or $88,260 at 6%; with 100% employer match about $99,293 at 4% or $66,195 at 6%. |
| Rjl Insurance Services Inc. Retirement Savings Plan | - | 5 | $158,650 | $39,717 | $7,943iApproximate average salary by contribution assumption: employee only about $198,585 at 4% or $132,390 at 6%; with 50% employer match about $132,390 at 4% or $88,260 at 6%; with 100% employer match about $99,293 at 4% or $66,195 at 6%. |
| 2003 | 1 | 5 | $109,754 | $23,304 | $4,661iApproximate average salary by contribution assumption: employee only about $116,520 at 4% or $77,680 at 6%; with 50% employer match about $77,680 at 4% or $51,787 at 6%; with 100% employer match about $58,260 at 4% or $38,840 at 6%. |
| Rjl Insurance Services Inc. Retirement Savings Plan | - | 5 | $109,754 | $23,304 | $4,661iApproximate average salary by contribution assumption: employee only about $116,520 at 4% or $77,680 at 6%; with 50% employer match about $77,680 at 4% or $51,787 at 6%; with 100% employer match about $58,260 at 4% or $38,840 at 6%. |
| 2002 | 1 | 3 | $116,333 | $28,048 | $9,349iApproximate average salary by contribution assumption: employee only about $233,733 at 4% or $155,822 at 6%; with 50% employer match about $155,822 at 4% or $103,881 at 6%; with 100% employer match about $116,867 at 4% or $77,911 at 6%. |
| Rjl Insurance Services Inc. Retirement Savings Plan | - | 3 | $116,333 | $28,048 | $9,349iApproximate average salary by contribution assumption: employee only about $233,733 at 4% or $155,822 at 6%; with 50% employer match about $155,822 at 4% or $103,881 at 6%; with 100% employer match about $116,867 at 4% or $77,911 at 6%. |
| 2001 | 1 | 3 | $101,148 | $29,810 | $9,937iApproximate average salary by contribution assumption: employee only about $248,417 at 4% or $165,611 at 6%; with 50% employer match about $165,611 at 4% or $110,407 at 6%; with 100% employer match about $124,208 at 4% or $82,806 at 6%. |
| Rjl Insurance Services Inc. Retirement Savings Plan | - | 3 | $101,148 | $29,810 | $9,937iApproximate average salary by contribution assumption: employee only about $248,417 at 4% or $165,611 at 6%; with 50% employer match about $165,611 at 4% or $110,407 at 6%; with 100% employer match about $124,208 at 4% or $82,806 at 6%. |
| 2000 | 1 | 3 | $68,553 | $31,629 | $10,543iApproximate average salary by contribution assumption: employee only about $263,575 at 4% or $175,717 at 6%; with 50% employer match about $175,717 at 4% or $117,144 at 6%; with 100% employer match about $131,788 at 4% or $87,858 at 6%. |
| Rjl Insurance Services Inc. Retirement Savings Plan | - | 3 | $68,553 | $31,629 | $10,543iApproximate average salary by contribution assumption: employee only about $263,575 at 4% or $175,717 at 6%; with 50% employer match about $175,717 at 4% or $117,144 at 6%; with 100% employer match about $131,788 at 4% or $87,858 at 6%. |