Civic Intelligence

Mmwk Management Inc.

Plan context: Retirement Planners of America Employee Stock Ownership Plan

EIN 27-4062228 • Plano, TX • 19 filings • 5 plans

2820 Dallas ParkwayPlano, TX 75093
Current Snapshot

Latest Year

2024

2024 Participants

122

2024 Assets

$35,451,984

2024 Contributions

$4,227,596

Historical Graphs

Total Assets Over Time

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

$35,451,984$17,725,992$0201120172024YearValue
$35,451,984Latest year 2024

Participants Over Time

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

126630201120172024YearValue
122Latest 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
20243122$35,451,984$4,227,596$34,652iApproximate average salary by contribution assumption: employee only about $866,311 at 4% or $577,540 at 6%; with 50% employer match about $577,540 at 4% or $385,027 at 6%; with 100% employer match about $433,155 at 4% or $288,770 at 6%.
Retirement Planners of America Employee Stock Ownership Plan-86$23,226,500$2,450,000$28,488iApproximate average salary by contribution assumption: employee only about $712,209 at 4% or $474,806 at 6%; with 50% employer match about $474,806 at 4% or $316,537 at 6%; with 100% employer match about $356,105 at 4% or $237,403 at 6%.
Mmwk Management Inc. 401(K) P/S Plan-122$12,225,484$1,777,596$14,570iApproximate average salary by contribution assumption: employee only about $364,261 at 4% or $242,841 at 6%; with 50% employer match about $242,841 at 4% or $161,894 at 6%; with 100% employer match about $182,131 at 4% or $121,420 at 6%.
Rpoa Advisors Health and Welfare Plan-117---
20233126$29,987,851$4,485,064$35,596iApproximate average salary by contribution assumption: employee only about $889,894 at 4% or $593,262 at 6%; with 50% employer match about $593,262 at 4% or $395,508 at 6%; with 100% employer match about $444,947 at 4% or $296,631 at 6%.
Retirement Planners of America Employee Stock Ownership Plan-84$20,693,900$2,900,000$34,524iApproximate average salary by contribution assumption: employee only about $863,095 at 4% or $575,397 at 6%; with 50% employer match about $575,397 at 4% or $383,598 at 6%; with 100% employer match about $431,548 at 4% or $287,698 at 6%.
Mmwk Management Inc. 401(K) P/S Plan-102$9,293,951$1,585,064$15,540iApproximate average salary by contribution assumption: employee only about $388,496 at 4% or $258,997 at 6%; with 50% employer match about $258,997 at 4% or $172,665 at 6%; with 100% employer match about $194,248 at 4% or $129,499 at 6%.
Rpoa Advisors Health and Welfare Plan-126---
20222106$8,060,354$1,977,422$18,655iApproximate average salary by contribution assumption: employee only about $466,373 at 4% or $310,915 at 6%; with 50% employer match about $310,915 at 4% or $207,277 at 6%; with 100% employer match about $233,187 at 4% or $155,458 at 6%.
Mmwk Management Inc. 401(K) P/S Plan-103$8,060,354$1,977,422$19,198iApproximate average salary by contribution assumption: employee only about $479,957 at 4% or $319,971 at 6%; with 50% employer match about $319,971 at 4% or $213,314 at 6%; with 100% employer match about $239,978 at 4% or $159,986 at 6%.
Rpoa Advisors Health and Welfare Plan-106---
20212106$9,556,517$1,816,856$17,140iApproximate average salary by contribution assumption: employee only about $428,504 at 4% or $285,669 at 6%; with 50% employer match about $285,669 at 4% or $190,446 at 6%; with 100% employer match about $214,252 at 4% or $142,835 at 6%.
Mmwk Management Inc. 401(K) P/S Plan-104$9,556,517$1,816,856$17,470iApproximate average salary by contribution assumption: employee only about $436,744 at 4% or $291,163 at 6%; with 50% employer match about $291,163 at 4% or $194,109 at 6%; with 100% employer match about $218,372 at 4% or $145,581 at 6%.
Rpoa Advisors Health and Welfare Plan-106---
2020196$9,941,869$2,087,020$21,740iApproximate average salary by contribution assumption: employee only about $543,495 at 4% or $362,330 at 6%; with 50% employer match about $362,330 at 4% or $241,553 at 6%; with 100% employer match about $271,747 at 4% or $181,165 at 6%.
Mmwk Management Inc. 401(K) P/S Plan-96$9,941,869$2,087,020$21,740iApproximate average salary by contribution assumption: employee only about $543,495 at 4% or $362,330 at 6%; with 50% employer match about $362,330 at 4% or $241,553 at 6%; with 100% employer match about $271,747 at 4% or $181,165 at 6%.
2019195$8,290,932$1,847,906$19,452iApproximate average salary by contribution assumption: employee only about $486,291 at 4% or $324,194 at 6%; with 50% employer match about $324,194 at 4% or $216,129 at 6%; with 100% employer match about $243,146 at 4% or $162,097 at 6%.
Mmwk Management Inc. 401(K) P/S Plan-95$8,290,932$1,847,906$19,452iApproximate average salary by contribution assumption: employee only about $486,291 at 4% or $324,194 at 6%; with 50% employer match about $324,194 at 4% or $216,129 at 6%; with 100% employer match about $243,146 at 4% or $162,097 at 6%.
2017183$5,699,328$1,317,836$15,878iApproximate average salary by contribution assumption: employee only about $396,939 at 4% or $264,626 at 6%; with 50% employer match about $264,626 at 4% or $176,417 at 6%; with 100% employer match about $198,469 at 4% or $132,313 at 6%.
Mmwk Management Inc. 401(K) P/S Plan-83$5,699,328$1,317,836$15,878iApproximate average salary by contribution assumption: employee only about $396,939 at 4% or $264,626 at 6%; with 50% employer match about $264,626 at 4% or $176,417 at 6%; with 100% employer match about $198,469 at 4% or $132,313 at 6%.
2016170$3,822,141$1,170,625$16,723iApproximate average salary by contribution assumption: employee only about $418,080 at 4% or $278,720 at 6%; with 50% employer match about $278,720 at 4% or $185,813 at 6%; with 100% employer match about $209,040 at 4% or $139,360 at 6%.
Mmwk Management Inc. 401(K) P/S Plan-70$3,822,141$1,170,625$16,723iApproximate average salary by contribution assumption: employee only about $418,080 at 4% or $278,720 at 6%; with 50% employer match about $278,720 at 4% or $185,813 at 6%; with 100% employer match about $209,040 at 4% or $139,360 at 6%.
2015158$2,642,301$881,230$15,194iApproximate average salary by contribution assumption: employee only about $379,841 at 4% or $253,227 at 6%; with 50% employer match about $253,227 at 4% or $168,818 at 6%; with 100% employer match about $189,920 at 4% or $126,614 at 6%.
Mmwk Management Inc. 401(K) P/S Plan-58$2,642,301$881,230$15,194iApproximate average salary by contribution assumption: employee only about $379,841 at 4% or $253,227 at 6%; with 50% employer match about $253,227 at 4% or $168,818 at 6%; with 100% employer match about $189,920 at 4% or $126,614 at 6%.
2014147$1,893,630$592,932$12,616iApproximate average salary by contribution assumption: employee only about $315,389 at 4% or $210,260 at 6%; with 50% employer match about $210,260 at 4% or $140,173 at 6%; with 100% employer match about $157,695 at 4% or $105,130 at 6%.
Mmwk Management Inc. 401(K) P/S Plan-47$1,893,630$592,932$12,616iApproximate average salary by contribution assumption: employee only about $315,389 at 4% or $210,260 at 6%; with 50% employer match about $210,260 at 4% or $140,173 at 6%; with 100% employer match about $157,695 at 4% or $105,130 at 6%.
2013127$1,224,517$401,185$14,859iApproximate average salary by contribution assumption: employee only about $371,468 at 4% or $247,645 at 6%; with 50% employer match about $247,645 at 4% or $165,097 at 6%; with 100% employer match about $185,734 at 4% or $123,823 at 6%.
Mmwk Management Inc. 401(K) P/S Plan-27$1,224,517$401,185$14,859iApproximate average salary by contribution assumption: employee only about $371,468 at 4% or $247,645 at 6%; with 50% employer match about $247,645 at 4% or $165,097 at 6%; with 100% employer match about $185,734 at 4% or $123,823 at 6%.
2012126$659,225$375,552$14,444iApproximate average salary by contribution assumption: employee only about $361,108 at 4% or $240,738 at 6%; with 50% employer match about $240,738 at 4% or $160,492 at 6%; with 100% employer match about $180,554 at 4% or $120,369 at 6%.
Mmwk Management Inc. 401(K) P/S Plan-26$659,225$375,552$14,444iApproximate average salary by contribution assumption: employee only about $361,108 at 4% or $240,738 at 6%; with 50% employer match about $240,738 at 4% or $160,492 at 6%; with 100% employer match about $180,554 at 4% or $120,369 at 6%.
2011124$271,837$281,550$11,731iApproximate average salary by contribution assumption: employee only about $293,281 at 4% or $195,521 at 6%; with 50% employer match about $195,521 at 4% or $130,347 at 6%; with 100% employer match about $146,641 at 4% or $97,760 at 6%.
Mmwk Management Inc. 401(K) P/S Plan-24$271,837$281,550$11,731iApproximate average salary by contribution assumption: employee only about $293,281 at 4% or $195,521 at 6%; with 50% employer match about $195,521 at 4% or $130,347 at 6%; with 100% employer match about $146,641 at 4% or $97,760 at 6%.