Right Trac Financial Group
Plan context: Right Trac Financial Group 401K Plan
EIN 06-1384297 • Manchester, CT • 27 filings • 7 plans
Current Snapshot
Latest Year
2023
2023 Participants
10
2023 Assets
$236,178
2023 Contributions
$2,849
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 | 0 | $0 | $2,849 | - |
| Right Trac Financial Group 401K Plan | - | 0 | $0 | $2,849 | - |
| 2022 | 1 | 10 | $236,178 | $17,122 | $1,712iApproximate average salary by contribution assumption: employee only about $42,805 at 4% or $28,537 at 6%; with 50% employer match about $28,537 at 4% or $19,024 at 6%; with 100% employer match about $21,403 at 4% or $14,268 at 6%. |
| Right Trac Financial Group 401K Plan | - | 10 | $236,178 | $17,122 | $1,712iApproximate average salary by contribution assumption: employee only about $42,805 at 4% or $28,537 at 6%; with 50% employer match about $28,537 at 4% or $19,024 at 6%; with 100% employer match about $21,403 at 4% or $14,268 at 6%. |
| 2021 | 1 | 15 | $426,848 | $15,508 | $1,034iApproximate average salary by contribution assumption: employee only about $25,847 at 4% or $17,231 at 6%; with 50% employer match about $17,231 at 4% or $11,487 at 6%; with 100% employer match about $12,923 at 4% or $8,616 at 6%. |
| Right Trac Financial Group 401K Plan | - | 15 | $426,848 | $15,508 | $1,034iApproximate average salary by contribution assumption: employee only about $25,847 at 4% or $17,231 at 6%; with 50% employer match about $17,231 at 4% or $11,487 at 6%; with 100% employer match about $12,923 at 4% or $8,616 at 6%. |
| 2020 | 1 | 10 | $390,708 | $10,889 | $1,089iApproximate average salary by contribution assumption: employee only about $27,223 at 4% or $18,148 at 6%; with 50% employer match about $18,148 at 4% or $12,099 at 6%; with 100% employer match about $13,611 at 4% or $9,074 at 6%. |
| Right Trac Financial Group 401K Plan | - | 10 | $390,708 | $10,889 | $1,089iApproximate average salary by contribution assumption: employee only about $27,223 at 4% or $18,148 at 6%; with 50% employer match about $18,148 at 4% or $12,099 at 6%; with 100% employer match about $13,611 at 4% or $9,074 at 6%. |
| 2019 | 1 | 14 | $350,157 | $12,758 | $911iApproximate average salary by contribution assumption: employee only about $22,782 at 4% or $15,188 at 6%; with 50% employer match about $15,188 at 4% or $10,125 at 6%; with 100% employer match about $11,391 at 4% or $7,594 at 6%. |
| Right Trac Financial Group 401K Plan | - | 14 | $350,157 | $12,758 | $911iApproximate average salary by contribution assumption: employee only about $22,782 at 4% or $15,188 at 6%; with 50% employer match about $15,188 at 4% or $10,125 at 6%; with 100% employer match about $11,391 at 4% or $7,594 at 6%. |
| 2018 | 1 | 10 | $294,947 | $12,704 | $1,270iApproximate average salary by contribution assumption: employee only about $31,760 at 4% or $21,173 at 6%; with 50% employer match about $21,173 at 4% or $14,116 at 6%; with 100% employer match about $15,880 at 4% or $10,587 at 6%. |
| Right Trac Financial Group 401K Plan | - | 10 | $294,947 | $12,704 | $1,270iApproximate average salary by contribution assumption: employee only about $31,760 at 4% or $21,173 at 6%; with 50% employer match about $21,173 at 4% or $14,116 at 6%; with 100% employer match about $15,880 at 4% or $10,587 at 6%. |
| 2017 | 1 | 15 | $327,395 | $13,138 | $876iApproximate average salary by contribution assumption: employee only about $21,897 at 4% or $14,598 at 6%; with 50% employer match about $14,598 at 4% or $9,732 at 6%; with 100% employer match about $10,948 at 4% or $7,299 at 6%. |
| Right Trac Financial Group 401K Plan | - | 15 | $327,395 | $13,138 | $876iApproximate average salary by contribution assumption: employee only about $21,897 at 4% or $14,598 at 6%; with 50% employer match about $14,598 at 4% or $9,732 at 6%; with 100% employer match about $10,948 at 4% or $7,299 at 6%. |
| 2016 | 1 | 11 | $280,097 | $13,727 | $1,248iApproximate average salary by contribution assumption: employee only about $31,198 at 4% or $20,798 at 6%; with 50% employer match about $20,798 at 4% or $13,866 at 6%; with 100% employer match about $15,599 at 4% or $10,399 at 6%. |
| Right Trac Financial Group 401K Plan | - | 11 | $280,097 | $13,727 | $1,248iApproximate average salary by contribution assumption: employee only about $31,198 at 4% or $20,798 at 6%; with 50% employer match about $20,798 at 4% or $13,866 at 6%; with 100% employer match about $15,599 at 4% or $10,399 at 6%. |
| 2015 | 1 | 11 | $252,836 | $21,002 | $1,909iApproximate average salary by contribution assumption: employee only about $47,732 at 4% or $31,821 at 6%; with 50% employer match about $31,821 at 4% or $21,214 at 6%; with 100% employer match about $23,866 at 4% or $15,911 at 6%. |
| Right Trac Financial Group 401K Plan | - | 11 | $252,836 | $21,002 | $1,909iApproximate average salary by contribution assumption: employee only about $47,732 at 4% or $31,821 at 6%; with 50% employer match about $31,821 at 4% or $21,214 at 6%; with 100% employer match about $23,866 at 4% or $15,911 at 6%. |
| 2014 | 1 | 16 | $239,997 | $6,006 | $375iApproximate average salary by contribution assumption: employee only about $9,384 at 4% or $6,256 at 6%; with 50% employer match about $6,256 at 4% or $4,171 at 6%; with 100% employer match about $4,692 at 4% or $3,128 at 6%. |
| Right Trac Financial Group 401K Plan | - | 16 | $239,997 | $6,006 | $375iApproximate average salary by contribution assumption: employee only about $9,384 at 4% or $6,256 at 6%; with 50% employer match about $6,256 at 4% or $4,171 at 6%; with 100% employer match about $4,692 at 4% or $3,128 at 6%. |
| 2013 | 1 | 18 | $361,614 | $5,614 | $312iApproximate average salary by contribution assumption: employee only about $7,797 at 4% or $5,198 at 6%; with 50% employer match about $5,198 at 4% or $3,465 at 6%; with 100% employer match about $3,899 at 4% or $2,599 at 6%. |
| Right Trac Financial Group 401K Plan | - | 18 | $361,614 | $5,614 | $312iApproximate average salary by contribution assumption: employee only about $7,797 at 4% or $5,198 at 6%; with 50% employer match about $5,198 at 4% or $3,465 at 6%; with 100% employer match about $3,899 at 4% or $2,599 at 6%. |
| 2012 | 1 | 18 | $373,436 | $6,345 | $353iApproximate average salary by contribution assumption: employee only about $8,813 at 4% or $5,875 at 6%; with 50% employer match about $5,875 at 4% or $3,917 at 6%; with 100% employer match about $4,406 at 4% or $2,938 at 6%. |
| Right Trac Financial Group 401K Plan | - | 18 | $373,436 | $6,345 | $353iApproximate average salary by contribution assumption: employee only about $8,813 at 4% or $5,875 at 6%; with 50% employer match about $5,875 at 4% or $3,917 at 6%; with 100% employer match about $4,406 at 4% or $2,938 at 6%. |
| 2011 | 1 | 16 | $352,460 | $22,787 | $1,424iApproximate average salary by contribution assumption: employee only about $35,605 at 4% or $23,736 at 6%; with 50% employer match about $23,736 at 4% or $15,824 at 6%; with 100% employer match about $17,802 at 4% or $11,868 at 6%. |
| Right Trac Financial Group 401K Plan | - | 16 | $352,460 | $22,787 | $1,424iApproximate average salary by contribution assumption: employee only about $35,605 at 4% or $23,736 at 6%; with 50% employer match about $23,736 at 4% or $15,824 at 6%; with 100% employer match about $17,802 at 4% or $11,868 at 6%. |
| 2010 | 1 | 17 | $512,084 | $70,899 | $4,171iApproximate average salary by contribution assumption: employee only about $104,263 at 4% or $69,509 at 6%; with 50% employer match about $69,509 at 4% or $46,339 at 6%; with 100% employer match about $52,132 at 4% or $34,754 at 6%. |
| Right Trac Financial Group 401K Plan | - | 17 | $512,084 | $70,899 | $4,171iApproximate average salary by contribution assumption: employee only about $104,263 at 4% or $69,509 at 6%; with 50% employer match about $69,509 at 4% or $46,339 at 6%; with 100% employer match about $52,132 at 4% or $34,754 at 6%. |
| 2009 | 1 | 9 | $396,289 | $78,425 | $8,714iApproximate average salary by contribution assumption: employee only about $217,847 at 4% or $145,231 at 6%; with 50% employer match about $145,231 at 4% or $96,821 at 6%; with 100% employer match about $108,924 at 4% or $72,616 at 6%. |
| Right Trac Financial Group 401K Plan | - | 9 | $396,289 | $78,425 | $8,714iApproximate average salary by contribution assumption: employee only about $217,847 at 4% or $145,231 at 6%; with 50% employer match about $145,231 at 4% or $96,821 at 6%; with 100% employer match about $108,924 at 4% or $72,616 at 6%. |
| 2008 | 1 | 25 | $247,570 | $58,044 | $2,322iApproximate average salary by contribution assumption: employee only about $58,044 at 4% or $38,696 at 6%; with 50% employer match about $38,696 at 4% or $25,797 at 6%; with 100% employer match about $29,022 at 4% or $19,348 at 6%. |
| Right Trac Financial Group 401K Plan | - | 25 | $247,570 | $58,044 | $2,322iApproximate average salary by contribution assumption: employee only about $58,044 at 4% or $38,696 at 6%; with 50% employer match about $38,696 at 4% or $25,797 at 6%; with 100% employer match about $29,022 at 4% or $19,348 at 6%. |
| 2007 | 1 | 13 | $0 | $0 | - |
| Right Trac Financial Group 401K Plan | - | 13 | - | - | - |
| 2006 | 1 | 11 | $230,270 | $61,497 | $5,591iApproximate average salary by contribution assumption: employee only about $139,766 at 4% or $93,177 at 6%; with 50% employer match about $93,177 at 4% or $62,118 at 6%; with 100% employer match about $69,883 at 4% or $46,589 at 6%. |
| Right Trac Financial Group 401K Plan | - | 11 | $230,270 | $61,497 | $5,591iApproximate average salary by contribution assumption: employee only about $139,766 at 4% or $93,177 at 6%; with 50% employer match about $93,177 at 4% or $62,118 at 6%; with 100% employer match about $69,883 at 4% or $46,589 at 6%. |
| 2005 | 1 | 11 | $147,279 | $38,196 | $3,472iApproximate average salary by contribution assumption: employee only about $86,809 at 4% or $57,873 at 6%; with 50% employer match about $57,873 at 4% or $38,582 at 6%; with 100% employer match about $43,405 at 4% or $28,936 at 6%. |
| Right Trac Financial Group 401K Plan | - | 11 | $147,279 | $38,196 | $3,472iApproximate average salary by contribution assumption: employee only about $86,809 at 4% or $57,873 at 6%; with 50% employer match about $57,873 at 4% or $38,582 at 6%; with 100% employer match about $43,405 at 4% or $28,936 at 6%. |
| 2004 | 1 | 11 | $116,158 | $23,105 | $2,100iApproximate average salary by contribution assumption: employee only about $52,511 at 4% or $35,008 at 6%; with 50% employer match about $35,008 at 4% or $23,338 at 6%; with 100% employer match about $26,256 at 4% or $17,504 at 6%. |
| Right Trac Financial Group 401K Plan | - | 11 | $116,158 | $23,105 | $2,100iApproximate average salary by contribution assumption: employee only about $52,511 at 4% or $35,008 at 6%; with 50% employer match about $35,008 at 4% or $23,338 at 6%; with 100% employer match about $26,256 at 4% or $17,504 at 6%. |
| 2003 | 1 | 8 | $0 | $0 | - |
| Right Trac Financial Group 401K Plan | - | 8 | - | - | - |
| 2002 | 2 | 8 | $51,503 | $27,194 | $3,399iApproximate average salary by contribution assumption: employee only about $84,981 at 4% or $56,654 at 6%; with 50% employer match about $56,654 at 4% or $37,769 at 6%; with 100% employer match about $42,491 at 4% or $28,327 at 6%. |
| Right Trac Financial Group 401K Plan | - | 8 | $51,503 | $27,194 | $3,399iApproximate average salary by contribution assumption: employee only about $84,981 at 4% or $56,654 at 6%; with 50% employer match about $56,654 at 4% or $37,769 at 6%; with 100% employer match about $42,491 at 4% or $28,327 at 6%. |
| OEM AMERICA 401K PLAN | - | 0 | - | - | - |
| 2001 | 2 | 11 | $32,788 | $6,619 | $602iApproximate average salary by contribution assumption: employee only about $15,043 at 4% or $10,029 at 6%; with 50% employer match about $10,029 at 4% or $6,686 at 6%; with 100% employer match about $7,522 at 4% or $5,014 at 6%. |
| Right Trac Financial Group 401K Plan | - | 9 | $32,788 | $6,619 | $735iApproximate average salary by contribution assumption: employee only about $18,386 at 4% or $12,257 at 6%; with 50% employer match about $12,257 at 4% or $8,172 at 6%; with 100% employer match about $9,193 at 4% or $6,129 at 6%. |
| OEM AMERICA 401K PLAN | - | 11 | - | - | - |
| 2000 | 1 | 9 | $30,526 | $13,205 | $1,467iApproximate average salary by contribution assumption: employee only about $36,681 at 4% or $24,454 at 6%; with 50% employer match about $24,454 at 4% or $16,302 at 6%; with 100% employer match about $18,340 at 4% or $12,227 at 6%. |
| Right Trac Financial Group 401K Plan | - | 9 | $30,526 | $13,205 | $1,467iApproximate average salary by contribution assumption: employee only about $36,681 at 4% or $24,454 at 6%; with 50% employer match about $24,454 at 4% or $16,302 at 6%; with 100% employer match about $18,340 at 4% or $12,227 at 6%. |
| 1999 | 1 | 8 | $18,082 | $8,862 | $1,108iApproximate average salary by contribution assumption: employee only about $27,694 at 4% or $18,463 at 6%; with 50% employer match about $18,463 at 4% or $12,308 at 6%; with 100% employer match about $13,847 at 4% or $9,231 at 6%. |
| Right Trac Financial Group 401K Plan | - | 8 | $18,082 | $8,862 | $1,108iApproximate average salary by contribution assumption: employee only about $27,694 at 4% or $18,463 at 6%; with 50% employer match about $18,463 at 4% or $12,308 at 6%; with 100% employer match about $13,847 at 4% or $9,231 at 6%. |