Civic Intelligence

RETIREMENT PLAN ADVISORY GROUP

Plan context: RETIREMENT PLAN ADVISORY GROUP RETIREMENT SAVINGS PLAN

EIN 26-0341714 • Aliso Viejo, CA • 3 filings • 1 plans

120 Vantis Dr Ste 480Aliso Viejo, CA 92656
Current Snapshot

Latest Year

2025

2025 Participants

35

2025 Assets

$3,484,042

2025 Contributions

$95,462

Historical Graphs

Total Assets Over Time

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

$3,484,042$1,742,021$020232024YearValue
$3,484,042Latest year 2024

Participants Over Time

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

3518020232024YearValue
35Latest 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$95,462-
RETIREMENT PLAN ADVISORY GROUP RETIREMENT SAVINGS PLAN-0$0$95,462-
2024135$3,484,042$279,829$7,995iApproximate average salary by contribution assumption: employee only about $199,878 at 4% or $133,252 at 6%; with 50% employer match about $133,252 at 4% or $88,835 at 6%; with 100% employer match about $99,939 at 4% or $66,626 at 6%.
RETIREMENT PLAN ADVISORY GROUP RETIREMENT SAVINGS PLAN-35$3,484,042$279,829$7,995iApproximate average salary by contribution assumption: employee only about $199,878 at 4% or $133,252 at 6%; with 50% employer match about $133,252 at 4% or $88,835 at 6%; with 100% employer match about $99,939 at 4% or $66,626 at 6%.
2023130$2,833,239$104,623$3,487iApproximate average salary by contribution assumption: employee only about $87,186 at 4% or $58,124 at 6%; with 50% employer match about $58,124 at 4% or $38,749 at 6%; with 100% employer match about $43,593 at 4% or $29,062 at 6%.
RETIREMENT PLAN ADVISORY GROUP RETIREMENT SAVINGS PLAN-30$2,833,239$104,623$3,487iApproximate average salary by contribution assumption: employee only about $87,186 at 4% or $58,124 at 6%; with 50% employer match about $58,124 at 4% or $38,749 at 6%; with 100% employer match about $43,593 at 4% or $29,062 at 6%.