Civic Intelligence

Retirement Capital Strategies

Plan context: Retirement Capital Strategies 401(K) Plan

EIN 20-0036697 • San Jose, CA • 21 filings • 2 plans

1190 Saratoga Ave. Ste. 140San Jose, CA 95129
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$271,125

2024 Contributions

$42,570

Historical Graphs

Total Assets Over Time

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

$685,298$342,649$0200420152024YearValue
$271,125Latest year 2024

Participants Over Time

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

20100200420152024YearValue
5Latest 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
202415$271,125$42,570$8,514iApproximate average salary by contribution assumption: employee only about $212,850 at 4% or $141,900 at 6%; with 50% employer match about $141,900 at 4% or $94,600 at 6%; with 100% employer match about $106,425 at 4% or $70,950 at 6%.
Retirement Capital Strategies 401(K) Plan-5$271,125$42,570$8,514iApproximate average salary by contribution assumption: employee only about $212,850 at 4% or $141,900 at 6%; with 50% employer match about $141,900 at 4% or $94,600 at 6%; with 100% employer match about $106,425 at 4% or $70,950 at 6%.
202315$199,797$39,311$7,862iApproximate average salary by contribution assumption: employee only about $196,555 at 4% or $131,037 at 6%; with 50% employer match about $131,037 at 4% or $87,358 at 6%; with 100% employer match about $98,278 at 4% or $65,518 at 6%.
Retirement Capital Strategies 401(K) Plan-5$199,797$39,311$7,862iApproximate average salary by contribution assumption: employee only about $196,555 at 4% or $131,037 at 6%; with 50% employer match about $131,037 at 4% or $87,358 at 6%; with 100% employer match about $98,278 at 4% or $65,518 at 6%.
202216$165,519$25,040$4,173iApproximate average salary by contribution assumption: employee only about $104,333 at 4% or $69,556 at 6%; with 50% employer match about $69,556 at 4% or $46,370 at 6%; with 100% employer match about $52,167 at 4% or $34,778 at 6%.
Retirement Capital Strategies 401(K) Plan-6$165,519$25,040$4,173iApproximate average salary by contribution assumption: employee only about $104,333 at 4% or $69,556 at 6%; with 50% employer match about $69,556 at 4% or $46,370 at 6%; with 100% employer match about $52,167 at 4% or $34,778 at 6%.
202116$169,702$18,818$3,136iApproximate average salary by contribution assumption: employee only about $78,408 at 4% or $52,272 at 6%; with 50% employer match about $52,272 at 4% or $34,848 at 6%; with 100% employer match about $39,204 at 4% or $26,136 at 6%.
Retirement Capital Strategies 401(K) Plan-6$169,702$18,818$3,136iApproximate average salary by contribution assumption: employee only about $78,408 at 4% or $52,272 at 6%; with 50% employer match about $52,272 at 4% or $34,848 at 6%; with 100% employer match about $39,204 at 4% or $26,136 at 6%.
202015$131,667$43,100$8,620iApproximate average salary by contribution assumption: employee only about $215,500 at 4% or $143,667 at 6%; with 50% employer match about $143,667 at 4% or $95,778 at 6%; with 100% employer match about $107,750 at 4% or $71,833 at 6%.
Retirement Capital Strategies 401(K) Plan-5$131,667$43,100$8,620iApproximate average salary by contribution assumption: employee only about $215,500 at 4% or $143,667 at 6%; with 50% employer match about $143,667 at 4% or $95,778 at 6%; with 100% employer match about $107,750 at 4% or $71,833 at 6%.
201916$117,850$57,037$9,506iApproximate average salary by contribution assumption: employee only about $237,654 at 4% or $158,436 at 6%; with 50% employer match about $158,436 at 4% or $105,624 at 6%; with 100% employer match about $118,827 at 4% or $79,218 at 6%.
Retirement Capital Strategies 401(K) Plan-6$117,850$57,037$9,506iApproximate average salary by contribution assumption: employee only about $237,654 at 4% or $158,436 at 6%; with 50% employer match about $158,436 at 4% or $105,624 at 6%; with 100% employer match about $118,827 at 4% or $79,218 at 6%.
201815$461,343$60,200$12,040iApproximate average salary by contribution assumption: employee only about $301,000 at 4% or $200,667 at 6%; with 50% employer match about $200,667 at 4% or $133,778 at 6%; with 100% employer match about $150,500 at 4% or $100,333 at 6%.
Retirement Capital Strategies 401(K) Plan-5$461,343$60,200$12,040iApproximate average salary by contribution assumption: employee only about $301,000 at 4% or $200,667 at 6%; with 50% employer match about $200,667 at 4% or $133,778 at 6%; with 100% employer match about $150,500 at 4% or $100,333 at 6%.
201716$685,298$55,800$9,300iApproximate average salary by contribution assumption: employee only about $232,500 at 4% or $155,000 at 6%; with 50% employer match about $155,000 at 4% or $103,333 at 6%; with 100% employer match about $116,250 at 4% or $77,500 at 6%.
Retirement Capital Strategies 401(K) Plan-6$685,298$55,800$9,300iApproximate average salary by contribution assumption: employee only about $232,500 at 4% or $155,000 at 6%; with 50% employer match about $155,000 at 4% or $103,333 at 6%; with 100% employer match about $116,250 at 4% or $77,500 at 6%.
201616$512,433$86,084$14,347iApproximate average salary by contribution assumption: employee only about $358,683 at 4% or $239,122 at 6%; with 50% employer match about $239,122 at 4% or $159,415 at 6%; with 100% employer match about $179,342 at 4% or $119,561 at 6%.
Retirement Capital Strategies 401(K) Plan-6$512,433$86,084$14,347iApproximate average salary by contribution assumption: employee only about $358,683 at 4% or $239,122 at 6%; with 50% employer match about $239,122 at 4% or $159,415 at 6%; with 100% employer match about $179,342 at 4% or $119,561 at 6%.
201516$411,931$58,446$9,741iApproximate average salary by contribution assumption: employee only about $243,525 at 4% or $162,350 at 6%; with 50% employer match about $162,350 at 4% or $108,233 at 6%; with 100% employer match about $121,763 at 4% or $81,175 at 6%.
Retirement Capital Strategies 401(K) Plan-6$411,931$58,446$9,741iApproximate average salary by contribution assumption: employee only about $243,525 at 4% or $162,350 at 6%; with 50% employer match about $162,350 at 4% or $108,233 at 6%; with 100% employer match about $121,763 at 4% or $81,175 at 6%.
201417$374,681$49,965$7,138iApproximate average salary by contribution assumption: employee only about $178,446 at 4% or $118,964 at 6%; with 50% employer match about $118,964 at 4% or $79,310 at 6%; with 100% employer match about $89,223 at 4% or $59,482 at 6%.
Retirement Capital Strategies 401(K) Plan-7$374,681$49,965$7,138iApproximate average salary by contribution assumption: employee only about $178,446 at 4% or $118,964 at 6%; with 50% employer match about $118,964 at 4% or $79,310 at 6%; with 100% employer match about $89,223 at 4% or $59,482 at 6%.
201318$411,792$19,000$2,375iApproximate average salary by contribution assumption: employee only about $59,375 at 4% or $39,583 at 6%; with 50% employer match about $39,583 at 4% or $26,389 at 6%; with 100% employer match about $29,688 at 4% or $19,792 at 6%.
Retirement Capital Strategies 401(K) Plan-8$411,792$19,000$2,375iApproximate average salary by contribution assumption: employee only about $59,375 at 4% or $39,583 at 6%; with 50% employer match about $39,583 at 4% or $26,389 at 6%; with 100% employer match about $29,688 at 4% or $19,792 at 6%.
201218$333,492$26,450$3,306iApproximate average salary by contribution assumption: employee only about $82,656 at 4% or $55,104 at 6%; with 50% employer match about $55,104 at 4% or $36,736 at 6%; with 100% employer match about $41,328 at 4% or $27,552 at 6%.
Retirement Capital Strategies 401(K) Plan-8$333,492$26,450$3,306iApproximate average salary by contribution assumption: employee only about $82,656 at 4% or $55,104 at 6%; with 50% employer match about $55,104 at 4% or $36,736 at 6%; with 100% employer match about $41,328 at 4% or $27,552 at 6%.
201118$267,882$17,080$2,135iApproximate average salary by contribution assumption: employee only about $53,375 at 4% or $35,583 at 6%; with 50% employer match about $35,583 at 4% or $23,722 at 6%; with 100% employer match about $26,688 at 4% or $17,792 at 6%.
Retirement Capital Strategies 401(K) Plan-8$267,882$17,080$2,135iApproximate average salary by contribution assumption: employee only about $53,375 at 4% or $35,583 at 6%; with 50% employer match about $35,583 at 4% or $23,722 at 6%; with 100% employer match about $26,688 at 4% or $17,792 at 6%.
2010112$355,264$33,920$2,827iApproximate average salary by contribution assumption: employee only about $70,667 at 4% or $47,111 at 6%; with 50% employer match about $47,111 at 4% or $31,407 at 6%; with 100% employer match about $35,333 at 4% or $23,556 at 6%.
Retirement Capital Strategies 401(K) Plan-12$355,264$33,920$2,827iApproximate average salary by contribution assumption: employee only about $70,667 at 4% or $47,111 at 6%; with 50% employer match about $47,111 at 4% or $31,407 at 6%; with 100% employer match about $35,333 at 4% or $23,556 at 6%.
200910$376,202$14,167-
Retirement Capital Strategies 401(K) Plan-0$376,202$14,167-
2008120$343,987$128,352$6,418iApproximate average salary by contribution assumption: employee only about $160,440 at 4% or $106,960 at 6%; with 50% employer match about $106,960 at 4% or $71,307 at 6%; with 100% employer match about $80,220 at 4% or $53,480 at 6%.
Retirement Capital Strategies 401(K) Plan-20$343,987$128,352$6,418iApproximate average salary by contribution assumption: employee only about $160,440 at 4% or $106,960 at 6%; with 50% employer match about $106,960 at 4% or $71,307 at 6%; with 100% employer match about $80,220 at 4% or $53,480 at 6%.
2007117$0$0-
Retirement Capital Strategies 401(K) Plan-17---
2006116$230,947$118,258$7,391iApproximate average salary by contribution assumption: employee only about $184,778 at 4% or $123,185 at 6%; with 50% employer match about $123,185 at 4% or $82,124 at 6%; with 100% employer match about $92,389 at 4% or $61,593 at 6%.
Retirement Capital Strategies 401(K) Plan-16$230,947$118,258$7,391iApproximate average salary by contribution assumption: employee only about $184,778 at 4% or $123,185 at 6%; with 50% employer match about $123,185 at 4% or $82,124 at 6%; with 100% employer match about $92,389 at 4% or $61,593 at 6%.
2005114$86,158$43,283$3,092iApproximate average salary by contribution assumption: employee only about $77,291 at 4% or $51,527 at 6%; with 50% employer match about $51,527 at 4% or $34,352 at 6%; with 100% employer match about $38,646 at 4% or $25,764 at 6%.
Retirement Capital Strategies 401(K) Plan-14$86,158$43,283$3,092iApproximate average salary by contribution assumption: employee only about $77,291 at 4% or $51,527 at 6%; with 50% employer match about $51,527 at 4% or $34,352 at 6%; with 100% employer match about $38,646 at 4% or $25,764 at 6%.
200417$32,961$30,261$4,323iApproximate average salary by contribution assumption: employee only about $108,075 at 4% or $72,050 at 6%; with 50% employer match about $72,050 at 4% or $48,033 at 6%; with 100% employer match about $54,038 at 4% or $36,025 at 6%.
Retirement Capital Strategies 401(K) Plan-7$32,961$30,261$4,323iApproximate average salary by contribution assumption: employee only about $108,075 at 4% or $72,050 at 6%; with 50% employer match about $72,050 at 4% or $48,033 at 6%; with 100% employer match about $54,038 at 4% or $36,025 at 6%.