Civic Intelligence

Parkerson Management Inc

Plan context: Retirement Security Plan and Trust

EIN 20-1261558 • Dallas, TX • 9 filings • 2 plans

1136 Fletcher StDallas, TX 75223
Current Snapshot

Latest Year

2019

2019 Participants

6

2019 Assets

$243,179

2019 Contributions

$6,401

Historical Graphs

Total Assets Over Time

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

$290,400$145,200$0201120152018YearValue
$243,179Latest year 2018

Participants Over Time

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

950201120152018YearValue
6Latest year 2018

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
201910$0$0-
Retirement Security Plan and Trust-0---
201816$243,179$0-
Retirement Security Plan and Trust-6$243,179--
201716$246,103$0-
Retirement Security Plan and Trust-6$246,103--
201617$247,115$0-
Retirement Security Plan and Trust-7$247,115--
201516$243,454$0-
Retirement Security Plan and Trust-6$243,454--
201416$290,400$0-
Retirement Security Plan and Trust-6$290,400--
201315$288,605$0-
Retirement Security Plan and Trust-5$288,605--
201219$280,263$6,401$711iApproximate average salary by contribution assumption: employee only about $17,781 at 4% or $11,854 at 6%; with 50% employer match about $11,854 at 4% or $7,902 at 6%; with 100% employer match about $8,890 at 4% or $5,927 at 6%.
RETIREMENT SECURITY PLAN AND TRUST-9$280,263$6,401$711iApproximate average salary by contribution assumption: employee only about $17,781 at 4% or $11,854 at 6%; with 50% employer match about $11,854 at 4% or $7,902 at 6%; with 100% employer match about $8,890 at 4% or $5,927 at 6%.
201119$137,935$15,362$1,707iApproximate average salary by contribution assumption: employee only about $42,672 at 4% or $28,448 at 6%; with 50% employer match about $28,448 at 4% or $18,965 at 6%; with 100% employer match about $21,336 at 4% or $14,224 at 6%.
Retirement Security Plan and Trust-9$137,935$15,362$1,707iApproximate average salary by contribution assumption: employee only about $42,672 at 4% or $28,448 at 6%; with 50% employer match about $28,448 at 4% or $18,965 at 6%; with 100% employer match about $21,336 at 4% or $14,224 at 6%.