Civic Intelligence

Nelson Hachem

Plan context: Retirement Trust

EIN 25-1400782 • Fort Myers, FL • 16 filings • 3 plans

14300 Riva Del Lago Dr., Apt. #1703Fort Myers, FL 33907
Current Snapshot

Latest Year

2021

2021 Participants

39

2021 Assets

$1,209,354

2021 Contributions

$58,001

Historical Graphs

Total Assets Over Time

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

$1,209,354$604,677$0199920142020YearValue
$1,209,354Latest year 2020

Participants Over Time

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

47240199920142020YearValue
39Latest year 2020

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
202110$0$58,001-
Retirement Trust-0$0$58,001-
2020139$1,209,354$106,842$2,740iApproximate average salary by contribution assumption: employee only about $68,488 at 4% or $45,659 at 6%; with 50% employer match about $45,659 at 4% or $30,439 at 6%; with 100% employer match about $34,244 at 4% or $22,829 at 6%.
Retirement Trust-39$1,209,354$106,842$2,740iApproximate average salary by contribution assumption: employee only about $68,488 at 4% or $45,659 at 6%; with 50% employer match about $45,659 at 4% or $30,439 at 6%; with 100% employer match about $34,244 at 4% or $22,829 at 6%.
2019147$1,109,661$103,821$2,209iApproximate average salary by contribution assumption: employee only about $55,224 at 4% or $36,816 at 6%; with 50% employer match about $36,816 at 4% or $24,544 at 6%; with 100% employer match about $27,612 at 4% or $18,408 at 6%.
Retirement Trust-47$1,109,661$103,821$2,209iApproximate average salary by contribution assumption: employee only about $55,224 at 4% or $36,816 at 6%; with 50% employer match about $36,816 at 4% or $24,544 at 6%; with 100% employer match about $27,612 at 4% or $18,408 at 6%.
2018136$839,684$93,555$2,599iApproximate average salary by contribution assumption: employee only about $64,969 at 4% or $43,313 at 6%; with 50% employer match about $43,313 at 4% or $28,875 at 6%; with 100% employer match about $32,484 at 4% or $21,656 at 6%.
Retirement Trust-36$839,684$93,555$2,599iApproximate average salary by contribution assumption: employee only about $64,969 at 4% or $43,313 at 6%; with 50% employer match about $43,313 at 4% or $28,875 at 6%; with 100% employer match about $32,484 at 4% or $21,656 at 6%.
2017135$816,349$98,904$2,826iApproximate average salary by contribution assumption: employee only about $70,646 at 4% or $47,097 at 6%; with 50% employer match about $47,097 at 4% or $31,398 at 6%; with 100% employer match about $35,323 at 4% or $23,549 at 6%.
Retirement Trust-35$816,349$98,904$2,826iApproximate average salary by contribution assumption: employee only about $70,646 at 4% or $47,097 at 6%; with 50% employer match about $47,097 at 4% or $31,398 at 6%; with 100% employer match about $35,323 at 4% or $23,549 at 6%.
2016126$669,108$92,721$3,566iApproximate average salary by contribution assumption: employee only about $89,155 at 4% or $59,437 at 6%; with 50% employer match about $59,437 at 4% or $39,624 at 6%; with 100% employer match about $44,577 at 4% or $29,718 at 6%.
Retirement Trust-26$669,108$92,721$3,566iApproximate average salary by contribution assumption: employee only about $89,155 at 4% or $59,437 at 6%; with 50% employer match about $59,437 at 4% or $39,624 at 6%; with 100% employer match about $44,577 at 4% or $29,718 at 6%.
2015126$525,542$95,488$3,673iApproximate average salary by contribution assumption: employee only about $91,815 at 4% or $61,210 at 6%; with 50% employer match about $61,210 at 4% or $40,807 at 6%; with 100% employer match about $45,908 at 4% or $30,605 at 6%.
Retirement Trust-26$525,542$95,488$3,673iApproximate average salary by contribution assumption: employee only about $91,815 at 4% or $61,210 at 6%; with 50% employer match about $61,210 at 4% or $40,807 at 6%; with 100% employer match about $45,908 at 4% or $30,605 at 6%.
2014127$461,888$89,409$3,311iApproximate average salary by contribution assumption: employee only about $82,786 at 4% or $55,191 at 6%; with 50% employer match about $55,191 at 4% or $36,794 at 6%; with 100% employer match about $41,393 at 4% or $27,595 at 6%.
Retirement Trust-27$461,888$89,409$3,311iApproximate average salary by contribution assumption: employee only about $82,786 at 4% or $55,191 at 6%; with 50% employer match about $55,191 at 4% or $36,794 at 6%; with 100% employer match about $41,393 at 4% or $27,595 at 6%.
2013125$367,135$90,598$3,624iApproximate average salary by contribution assumption: employee only about $90,598 at 4% or $60,399 at 6%; with 50% employer match about $60,399 at 4% or $40,266 at 6%; with 100% employer match about $45,299 at 4% or $30,199 at 6%.
Retirement Trust-25$367,135$90,598$3,624iApproximate average salary by contribution assumption: employee only about $90,598 at 4% or $60,399 at 6%; with 50% employer match about $60,399 at 4% or $40,266 at 6%; with 100% employer match about $45,299 at 4% or $30,199 at 6%.
2012127$258,151$91,427$3,386iApproximate average salary by contribution assumption: employee only about $84,655 at 4% or $56,436 at 6%; with 50% employer match about $56,436 at 4% or $37,624 at 6%; with 100% employer match about $42,327 at 4% or $28,218 at 6%.
Retirement Trust-27$258,151$91,427$3,386iApproximate average salary by contribution assumption: employee only about $84,655 at 4% or $56,436 at 6%; with 50% employer match about $56,436 at 4% or $37,624 at 6%; with 100% employer match about $42,327 at 4% or $28,218 at 6%.
2011122$147,576$83,027$3,774iApproximate average salary by contribution assumption: employee only about $94,349 at 4% or $62,899 at 6%; with 50% employer match about $62,899 at 4% or $41,933 at 6%; with 100% employer match about $47,174 at 4% or $31,450 at 6%.
Retirement Trust-22$147,576$83,027$3,774iApproximate average salary by contribution assumption: employee only about $94,349 at 4% or $62,899 at 6%; with 50% employer match about $62,899 at 4% or $41,933 at 6%; with 100% employer match about $47,174 at 4% or $31,450 at 6%.
2010120$70,461$66,647$3,332iApproximate average salary by contribution assumption: employee only about $83,309 at 4% or $55,539 at 6%; with 50% employer match about $55,539 at 4% or $37,026 at 6%; with 100% employer match about $41,654 at 4% or $27,770 at 6%.
Retirement Trust-20$70,461$66,647$3,332iApproximate average salary by contribution assumption: employee only about $83,309 at 4% or $55,539 at 6%; with 50% employer match about $55,539 at 4% or $37,026 at 6%; with 100% employer match about $41,654 at 4% or $27,770 at 6%.
200210$0$0-
Retirement Trust-0---
200112$97,147$0-
Retirement Trust-2$97,147--
2000122$0$0-
Retirement Trust-22---
1999123$178,610$0-
Retirement Trust-23$178,610--