Relocation Strategies Inc.
Plan context: Etf Advisor K Mep Plan
EIN 26-1355050 • Gilbert, AZ • 15 filings • 7 plans
Current Snapshot
Latest Year
2023
2023 Participants
7
2023 Assets
$274,199
2023 Contributions
$2,933
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 | $2,933 | - |
| Etf Advisor K Mep Plan | - | 0 | $0 | $2,933 | - |
| 2022 | 1 | 7 | $274,199 | $82,126 | $11,732iApproximate average salary by contribution assumption: employee only about $293,307 at 4% or $195,538 at 6%; with 50% employer match about $195,538 at 4% or $130,359 at 6%; with 100% employer match about $146,654 at 4% or $97,769 at 6%. |
| Etf Advisor K Mep Plan | - | 7 | $274,199 | $82,126 | $11,732iApproximate average salary by contribution assumption: employee only about $293,307 at 4% or $195,538 at 6%; with 50% employer match about $195,538 at 4% or $130,359 at 6%; with 100% employer match about $146,654 at 4% or $97,769 at 6%. |
| 2021 | 1 | 7 | $244,274 | $39,035 | $5,576iApproximate average salary by contribution assumption: employee only about $139,411 at 4% or $92,940 at 6%; with 50% employer match about $92,940 at 4% or $61,960 at 6%; with 100% employer match about $69,705 at 4% or $46,470 at 6%. |
| Etf Advisor K Mep Plan | - | 7 | $244,274 | $39,035 | $5,576iApproximate average salary by contribution assumption: employee only about $139,411 at 4% or $92,940 at 6%; with 50% employer match about $92,940 at 4% or $61,960 at 6%; with 100% employer match about $69,705 at 4% or $46,470 at 6%. |
| 2020 | 1 | 5 | $179,687 | $16,794 | $3,359iApproximate average salary by contribution assumption: employee only about $83,970 at 4% or $55,980 at 6%; with 50% employer match about $55,980 at 4% or $37,320 at 6%; with 100% employer match about $41,985 at 4% or $27,990 at 6%. |
| Etf Advisor K Mep Plan | - | 5 | $179,687 | $16,794 | $3,359iApproximate average salary by contribution assumption: employee only about $83,970 at 4% or $55,980 at 6%; with 50% employer match about $55,980 at 4% or $37,320 at 6%; with 100% employer match about $41,985 at 4% or $27,990 at 6%. |
| 2019 | 1 | 8 | $180,716 | $19,007 | $2,376iApproximate average salary by contribution assumption: employee only about $59,397 at 4% or $39,598 at 6%; with 50% employer match about $39,598 at 4% or $26,399 at 6%; with 100% employer match about $29,698 at 4% or $19,799 at 6%. |
| Etf Advisor K Mep Plan | - | 8 | $180,716 | $19,007 | $2,376iApproximate average salary by contribution assumption: employee only about $59,397 at 4% or $39,598 at 6%; with 50% employer match about $39,598 at 4% or $26,399 at 6%; with 100% employer match about $29,698 at 4% or $19,799 at 6%. |
| 2018 | 1 | 9 | $168,347 | $20,723 | $2,303iApproximate average salary by contribution assumption: employee only about $57,564 at 4% or $38,376 at 6%; with 50% employer match about $38,376 at 4% or $25,584 at 6%; with 100% employer match about $28,782 at 4% or $19,188 at 6%. |
| Etf Advisor K Mep Plan | - | 9 | $168,347 | $20,723 | $2,303iApproximate average salary by contribution assumption: employee only about $57,564 at 4% or $38,376 at 6%; with 50% employer match about $38,376 at 4% or $25,584 at 6%; with 100% employer match about $28,782 at 4% or $19,188 at 6%. |
| 2017 | 1 | 9 | $164,288 | $27,059 | $3,007iApproximate average salary by contribution assumption: employee only about $75,164 at 4% or $50,109 at 6%; with 50% employer match about $50,109 at 4% or $33,406 at 6%; with 100% employer match about $37,582 at 4% or $25,055 at 6%. |
| Etf Advisor K Mep Plan | - | 9 | $164,288 | $27,059 | $3,007iApproximate average salary by contribution assumption: employee only about $75,164 at 4% or $50,109 at 6%; with 50% employer match about $50,109 at 4% or $33,406 at 6%; with 100% employer match about $37,582 at 4% or $25,055 at 6%. |
| 2016 | 1 | 6 | $119,049 | $31,608 | $5,268iApproximate average salary by contribution assumption: employee only about $131,700 at 4% or $87,800 at 6%; with 50% employer match about $87,800 at 4% or $58,533 at 6%; with 100% employer match about $65,850 at 4% or $43,900 at 6%. |
| Etf Advisor K Mep Plan | - | 6 | $119,049 | $31,608 | $5,268iApproximate average salary by contribution assumption: employee only about $131,700 at 4% or $87,800 at 6%; with 50% employer match about $87,800 at 4% or $58,533 at 6%; with 100% employer match about $65,850 at 4% or $43,900 at 6%. |
| 2015 | 1 | 7 | $85,953 | $41,974 | $5,996iApproximate average salary by contribution assumption: employee only about $149,907 at 4% or $99,938 at 6%; with 50% employer match about $99,938 at 4% or $66,625 at 6%; with 100% employer match about $74,954 at 4% or $49,969 at 6%. |
| Etf Advisor K Mep Plan | - | 7 | $85,953 | $41,974 | $5,996iApproximate average salary by contribution assumption: employee only about $149,907 at 4% or $99,938 at 6%; with 50% employer match about $99,938 at 4% or $66,625 at 6%; with 100% employer match about $74,954 at 4% or $49,969 at 6%. |
| 2014 | 1 | 4 | $49,482 | $28,989 | $7,247iApproximate average salary by contribution assumption: employee only about $181,181 at 4% or $120,788 at 6%; with 50% employer match about $120,788 at 4% or $80,525 at 6%; with 100% employer match about $90,591 at 4% or $60,394 at 6%. |
| ETF ADVISOR K MEP PLAN | - | 4 | $49,482 | $28,989 | $7,247iApproximate average salary by contribution assumption: employee only about $181,181 at 4% or $120,788 at 6%; with 50% employer match about $120,788 at 4% or $80,525 at 6%; with 100% employer match about $90,591 at 4% or $60,394 at 6%. |
| 2013 | 1 | 6 | $36,615 | $34,178 | $5,696iApproximate average salary by contribution assumption: employee only about $142,408 at 4% or $94,939 at 6%; with 50% employer match about $94,939 at 4% or $63,293 at 6%; with 100% employer match about $71,204 at 4% or $47,469 at 6%. |
| ETF ADVISOR K MEP PLAN | - | 6 | $36,615 | $34,178 | $5,696iApproximate average salary by contribution assumption: employee only about $142,408 at 4% or $94,939 at 6%; with 50% employer match about $94,939 at 4% or $63,293 at 6%; with 100% employer match about $71,204 at 4% or $47,469 at 6%. |
| 2011 | 1 | 0 | $0 | $5,109 | - |
| RELOCATION STRATEGIES, INC. 401(K) PLAN | - | 0 | $0 | $5,109 | - |
| 2010 | 1 | 2 | $130,347 | $8,543 | $4,272iApproximate average salary by contribution assumption: employee only about $106,788 at 4% or $71,192 at 6%; with 50% employer match about $71,192 at 4% or $47,461 at 6%; with 100% employer match about $53,394 at 4% or $35,596 at 6%. |
| RELOCATION STRATEGIES, INC. 401(K) PLAN | - | 2 | $130,347 | $8,543 | $4,272iApproximate average salary by contribution assumption: employee only about $106,788 at 4% or $71,192 at 6%; with 50% employer match about $71,192 at 4% or $47,461 at 6%; with 100% employer match about $53,394 at 4% or $35,596 at 6%. |
| 2009 | 1 | 3 | $152,101 | $20,059 | $6,686iApproximate average salary by contribution assumption: employee only about $167,158 at 4% or $111,439 at 6%; with 50% employer match about $111,439 at 4% or $74,293 at 6%; with 100% employer match about $83,579 at 4% or $55,719 at 6%. |
| RELOCATION STRATEGIES, INC. 401(K) PLAN | - | 3 | $152,101 | $20,059 | $6,686iApproximate average salary by contribution assumption: employee only about $167,158 at 4% or $111,439 at 6%; with 50% employer match about $111,439 at 4% or $74,293 at 6%; with 100% employer match about $83,579 at 4% or $55,719 at 6%. |
| 2008 | 1 | 3 | $358,602 | $551,242 | $183,747iApproximate average salary by contribution assumption: employee only about $4,593,683 at 4% or $3,062,456 at 6%; with 50% employer match about $3,062,456 at 4% or $2,041,637 at 6%; with 100% employer match about $2,296,842 at 4% or $1,531,228 at 6%. |
| RELOCATION STRATEGIES, INC. 401K PLAN | - | 3 | $358,602 | $551,242 | $183,747iApproximate average salary by contribution assumption: employee only about $4,593,683 at 4% or $3,062,456 at 6%; with 50% employer match about $3,062,456 at 4% or $2,041,637 at 6%; with 100% employer match about $2,296,842 at 4% or $1,531,228 at 6%. |