Civic Intelligence

THE CLOSING AGENT

Plan context: THE CLOSING AGENT RETIREMENT PLAN

EIN 04-3637211 • Orlando, FL • 24 filings • 1 plans

11 North Summerlin Avenue, Ste 100Orlando, FL 32801
Current Snapshot

Latest Year

2025

2025 Participants

39

2025 Assets

$3,838,570

2025 Contributions

$236,959

Historical Graphs

Total Assets Over Time

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

$3,838,570$1,919,285$0200220142024YearValue
$3,838,570Latest year 2024

Participants Over Time

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

42210200220132024YearValue
39Latest year 2024

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
202510$0$0-
THE CLOSING AGENT RETIREMENT PLAN-0$0--
2024139$3,838,570$0-
THE CLOSING AGENT RETIREMENT PLAN-39$3,838,570$0-
2023142$3,426,684$236,959$5,642iApproximate average salary by contribution assumption: employee only about $141,047 at 4% or $94,031 at 6%; with 50% employer match about $94,031 at 4% or $62,688 at 6%; with 100% employer match about $70,524 at 4% or $47,016 at 6%.
THE CLOSING AGENT RETIREMENT PLAN-42$3,426,684$236,959$5,642iApproximate average salary by contribution assumption: employee only about $141,047 at 4% or $94,031 at 6%; with 50% employer match about $94,031 at 4% or $62,688 at 6%; with 100% employer match about $70,524 at 4% or $47,016 at 6%.
2022140$2,759,601$210,581$5,265iApproximate average salary by contribution assumption: employee only about $131,613 at 4% or $87,742 at 6%; with 50% employer match about $87,742 at 4% or $58,495 at 6%; with 100% employer match about $65,807 at 4% or $43,871 at 6%.
THE CLOSING AGENT RETIREMENT PLAN-40$2,759,601$210,581$5,265iApproximate average salary by contribution assumption: employee only about $131,613 at 4% or $87,742 at 6%; with 50% employer match about $87,742 at 4% or $58,495 at 6%; with 100% employer match about $65,807 at 4% or $43,871 at 6%.
2021134$3,164,680$142,765$4,199iApproximate average salary by contribution assumption: employee only about $104,974 at 4% or $69,983 at 6%; with 50% employer match about $69,983 at 4% or $46,655 at 6%; with 100% employer match about $52,487 at 4% or $34,991 at 6%.
THE CLOSING AGENT RETIREMENT PLAN-34$3,164,680$142,765$4,199iApproximate average salary by contribution assumption: employee only about $104,974 at 4% or $69,983 at 6%; with 50% employer match about $69,983 at 4% or $46,655 at 6%; with 100% employer match about $52,487 at 4% or $34,991 at 6%.
2020137$2,575,164$186,636$5,044iApproximate average salary by contribution assumption: employee only about $126,105 at 4% or $84,070 at 6%; with 50% employer match about $84,070 at 4% or $56,047 at 6%; with 100% employer match about $63,053 at 4% or $42,035 at 6%.
THE CLOSING AGENT RETIREMENT PLAN-37$2,575,164$186,636$5,044iApproximate average salary by contribution assumption: employee only about $126,105 at 4% or $84,070 at 6%; with 50% employer match about $84,070 at 4% or $56,047 at 6%; with 100% employer match about $63,053 at 4% or $42,035 at 6%.
2019130$1,974,730$176,271$5,876iApproximate average salary by contribution assumption: employee only about $146,893 at 4% or $97,928 at 6%; with 50% employer match about $97,928 at 4% or $65,286 at 6%; with 100% employer match about $73,446 at 4% or $48,964 at 6%.
THE CLOSING AGENT RETIREMENT PLAN-30$1,974,730$176,271$5,876iApproximate average salary by contribution assumption: employee only about $146,893 at 4% or $97,928 at 6%; with 50% employer match about $97,928 at 4% or $65,286 at 6%; with 100% employer match about $73,446 at 4% or $48,964 at 6%.
2018127$1,455,377$158,625$5,875iApproximate average salary by contribution assumption: employee only about $146,875 at 4% or $97,917 at 6%; with 50% employer match about $97,917 at 4% or $65,278 at 6%; with 100% employer match about $73,438 at 4% or $48,958 at 6%.
THE CLOSING AGENT RETIREMENT PLAN-27$1,455,377$158,625$5,875iApproximate average salary by contribution assumption: employee only about $146,875 at 4% or $97,917 at 6%; with 50% employer match about $97,917 at 4% or $65,278 at 6%; with 100% employer match about $73,438 at 4% or $48,958 at 6%.
2017126$1,318,863$124,704$4,796iApproximate average salary by contribution assumption: employee only about $119,908 at 4% or $79,938 at 6%; with 50% employer match about $79,938 at 4% or $53,292 at 6%; with 100% employer match about $59,954 at 4% or $39,969 at 6%.
THE CLOSING AGENT RETIREMENT PLAN-26$1,318,863$124,704$4,796iApproximate average salary by contribution assumption: employee only about $119,908 at 4% or $79,938 at 6%; with 50% employer match about $79,938 at 4% or $53,292 at 6%; with 100% employer match about $59,954 at 4% or $39,969 at 6%.
2016128$1,179,550$132,550$4,734iApproximate average salary by contribution assumption: employee only about $118,348 at 4% or $78,899 at 6%; with 50% employer match about $78,899 at 4% or $52,599 at 6%; with 100% employer match about $59,174 at 4% or $39,449 at 6%.
THE CLOSING AGENT RETIREMENT PLAN-28$1,179,550$132,550$4,734iApproximate average salary by contribution assumption: employee only about $118,348 at 4% or $78,899 at 6%; with 50% employer match about $78,899 at 4% or $52,599 at 6%; with 100% employer match about $59,174 at 4% or $39,449 at 6%.
2015127$1,015,787$130,000$4,815iApproximate average salary by contribution assumption: employee only about $120,370 at 4% or $80,247 at 6%; with 50% employer match about $80,247 at 4% or $53,498 at 6%; with 100% employer match about $60,185 at 4% or $40,123 at 6%.
THE CLOSING AGENT RETIREMENT PLAN-27$1,015,787$130,000$4,815iApproximate average salary by contribution assumption: employee only about $120,370 at 4% or $80,247 at 6%; with 50% employer match about $80,247 at 4% or $53,498 at 6%; with 100% employer match about $60,185 at 4% or $40,123 at 6%.
2014122$905,028$138,628$6,301iApproximate average salary by contribution assumption: employee only about $157,532 at 4% or $105,021 at 6%; with 50% employer match about $105,021 at 4% or $70,014 at 6%; with 100% employer match about $78,766 at 4% or $52,511 at 6%.
THE CLOSING AGENT RETIREMENT PLAN-22$905,028$138,628$6,301iApproximate average salary by contribution assumption: employee only about $157,532 at 4% or $105,021 at 6%; with 50% employer match about $105,021 at 4% or $70,014 at 6%; with 100% employer match about $78,766 at 4% or $52,511 at 6%.
2013119$748,822$115,151$6,061iApproximate average salary by contribution assumption: employee only about $151,514 at 4% or $101,010 at 6%; with 50% employer match about $101,010 at 4% or $67,340 at 6%; with 100% employer match about $75,757 at 4% or $50,505 at 6%.
THE CLOSING AGENT RETIREMENT PLAN-19$748,822$115,151$6,061iApproximate average salary by contribution assumption: employee only about $151,514 at 4% or $101,010 at 6%; with 50% employer match about $101,010 at 4% or $67,340 at 6%; with 100% employer match about $75,757 at 4% or $50,505 at 6%.
2012115$591,880$97,434$6,496iApproximate average salary by contribution assumption: employee only about $162,390 at 4% or $108,260 at 6%; with 50% employer match about $108,260 at 4% or $72,173 at 6%; with 100% employer match about $81,195 at 4% or $54,130 at 6%.
THE CLOSING AGENT RETIREMENT PLAN-15$591,880$97,434$6,496iApproximate average salary by contribution assumption: employee only about $162,390 at 4% or $108,260 at 6%; with 50% employer match about $108,260 at 4% or $72,173 at 6%; with 100% employer match about $81,195 at 4% or $54,130 at 6%.
2011115$478,206$97,454$6,497iApproximate average salary by contribution assumption: employee only about $162,423 at 4% or $108,282 at 6%; with 50% employer match about $108,282 at 4% or $72,188 at 6%; with 100% employer match about $81,212 at 4% or $54,141 at 6%.
THE CLOSING AGENT RETIREMENT PLAN-15$478,206$97,454$6,497iApproximate average salary by contribution assumption: employee only about $162,423 at 4% or $108,282 at 6%; with 50% employer match about $108,282 at 4% or $72,188 at 6%; with 100% employer match about $81,212 at 4% or $54,141 at 6%.
2010112$440,105$50,000$4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%.
THE CLOSING AGENT RETIREMENT PLAN-12$440,105$50,000$4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%.
2009112$351,749$0-
THE CLOSING AGENT RETIREMENT PLAN-12$351,749$0-
200819$296,612$0-
THE CLOSING AGENT RETIREMENT PLAN-9$296,612--
2007113$0$0-
THE CLOSING AGENT RETIREMENT PLAN-13---
2006117$327,249$80,237$4,720iApproximate average salary by contribution assumption: employee only about $117,996 at 4% or $78,664 at 6%; with 50% employer match about $78,664 at 4% or $52,442 at 6%; with 100% employer match about $58,998 at 4% or $39,332 at 6%.
THE CLOSING AGENT RETIREMENT PLAN-17$327,249$80,237$4,720iApproximate average salary by contribution assumption: employee only about $117,996 at 4% or $78,664 at 6%; with 50% employer match about $78,664 at 4% or $52,442 at 6%; with 100% employer match about $58,998 at 4% or $39,332 at 6%.
2005111$223,231$65,994$5,999iApproximate average salary by contribution assumption: employee only about $149,986 at 4% or $99,991 at 6%; with 50% employer match about $99,991 at 4% or $66,661 at 6%; with 100% employer match about $74,993 at 4% or $49,995 at 6%.
THE CLOSING AGENT RETIREMENT PLAN-11$223,231$65,994$5,999iApproximate average salary by contribution assumption: employee only about $149,986 at 4% or $99,991 at 6%; with 50% employer match about $99,991 at 4% or $66,661 at 6%; with 100% employer match about $74,993 at 4% or $49,995 at 6%.
200416$153,585$49,555$8,259iApproximate average salary by contribution assumption: employee only about $206,479 at 4% or $137,653 at 6%; with 50% employer match about $137,653 at 4% or $91,769 at 6%; with 100% employer match about $103,240 at 4% or $68,826 at 6%.
THE CLOSING AGENT RETIREMENT PLAN-6$153,585$49,555$8,259iApproximate average salary by contribution assumption: employee only about $206,479 at 4% or $137,653 at 6%; with 50% employer match about $137,653 at 4% or $91,769 at 6%; with 100% employer match about $103,240 at 4% or $68,826 at 6%.
200315$93,971$45,805$9,161iApproximate average salary by contribution assumption: employee only about $229,025 at 4% or $152,683 at 6%; with 50% employer match about $152,683 at 4% or $101,789 at 6%; with 100% employer match about $114,513 at 4% or $76,342 at 6%.
THE CLOSING AGENT RETIREMENT PLAN-5$93,971$45,805$9,161iApproximate average salary by contribution assumption: employee only about $229,025 at 4% or $152,683 at 6%; with 50% employer match about $152,683 at 4% or $101,789 at 6%; with 100% employer match about $114,513 at 4% or $76,342 at 6%.
200213$44,413$44,413$14,804iApproximate average salary by contribution assumption: employee only about $370,108 at 4% or $246,739 at 6%; with 50% employer match about $246,739 at 4% or $164,493 at 6%; with 100% employer match about $185,054 at 4% or $123,369 at 6%.
THE CLOSING AGENT RETIREMENT PLAN-3$44,413$44,413$14,804iApproximate average salary by contribution assumption: employee only about $370,108 at 4% or $246,739 at 6%; with 50% employer match about $246,739 at 4% or $164,493 at 6%; with 100% employer match about $185,054 at 4% or $123,369 at 6%.