Civic Intelligence

Retrofit Originality, Inc.

Plan context: Retrofit Originality Inc. Money Purchase Pension Plan

EIN 33-0233003 • Lucas, TX • 23 filings • 7 plans

961 Hamlin CourtLucas, TX 75002
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$3,084,793

2023 Contributions

$116,181

Historical Graphs

Total Assets Over Time

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

$3,084,793$1,542,397$0199920132023YearValue
$3,084,793Latest year 2023

Participants Over Time

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

950199920122023YearValue
3Latest year 2023

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
202313$3,084,793$116,181$38,727iApproximate average salary by contribution assumption: employee only about $968,175 at 4% or $645,450 at 6%; with 50% employer match about $645,450 at 4% or $430,300 at 6%; with 100% employer match about $484,088 at 4% or $322,725 at 6%.
Retrofit Originality Inc. Money Purchase Pension Plan-3$3,084,793$116,181$38,727iApproximate average salary by contribution assumption: employee only about $968,175 at 4% or $645,450 at 6%; with 50% employer match about $645,450 at 4% or $430,300 at 6%; with 100% employer match about $484,088 at 4% or $322,725 at 6%.
202214$2,423,433$123,601$30,900iApproximate average salary by contribution assumption: employee only about $772,506 at 4% or $515,004 at 6%; with 50% employer match about $515,004 at 4% or $343,336 at 6%; with 100% employer match about $386,253 at 4% or $257,502 at 6%.
Retrofit Originality Inc. Money Purchase Pension Plan-4$2,423,433$123,601$30,900iApproximate average salary by contribution assumption: employee only about $772,506 at 4% or $515,004 at 6%; with 50% employer match about $515,004 at 4% or $343,336 at 6%; with 100% employer match about $386,253 at 4% or $257,502 at 6%.
202114$2,096,923$121,256$30,314iApproximate average salary by contribution assumption: employee only about $757,850 at 4% or $505,233 at 6%; with 50% employer match about $505,233 at 4% or $336,822 at 6%; with 100% employer match about $378,925 at 4% or $252,617 at 6%.
Retrofit Originality Inc. Money Purchase Pension Plan-4$2,096,923$121,256$30,314iApproximate average salary by contribution assumption: employee only about $757,850 at 4% or $505,233 at 6%; with 50% employer match about $505,233 at 4% or $336,822 at 6%; with 100% employer match about $378,925 at 4% or $252,617 at 6%.
202013$2,414,128$80,074$26,691iApproximate average salary by contribution assumption: employee only about $667,283 at 4% or $444,856 at 6%; with 50% employer match about $444,856 at 4% or $296,570 at 6%; with 100% employer match about $333,642 at 4% or $222,428 at 6%.
Retrofit Originality Inc. Money Purchase Pension Plan-3$2,414,128$80,074$26,691iApproximate average salary by contribution assumption: employee only about $667,283 at 4% or $444,856 at 6%; with 50% employer match about $444,856 at 4% or $296,570 at 6%; with 100% employer match about $333,642 at 4% or $222,428 at 6%.
201913$1,964,437$1,247,431$415,810iApproximate average salary by contribution assumption: employee only about $10,395,258 at 4% or $6,930,172 at 6%; with 50% employer match about $6,930,172 at 4% or $4,620,115 at 6%; with 100% employer match about $5,197,629 at 4% or $3,465,086 at 6%.
Retrofit Originality Inc. Money Purchase Pension Plan-3$1,964,437$1,247,431$415,810iApproximate average salary by contribution assumption: employee only about $10,395,258 at 4% or $6,930,172 at 6%; with 50% employer match about $6,930,172 at 4% or $4,620,115 at 6%; with 100% employer match about $5,197,629 at 4% or $3,465,086 at 6%.
201813$695,154$50,506$16,835iApproximate average salary by contribution assumption: employee only about $420,883 at 4% or $280,589 at 6%; with 50% employer match about $280,589 at 4% or $187,059 at 6%; with 100% employer match about $210,442 at 4% or $140,294 at 6%.
Retrofit Originality Inc. Money Purchase Pension Plan-3$695,154$50,506$16,835iApproximate average salary by contribution assumption: employee only about $420,883 at 4% or $280,589 at 6%; with 50% employer match about $280,589 at 4% or $187,059 at 6%; with 100% employer match about $210,442 at 4% or $140,294 at 6%.
201512$463,334$56,022$28,011iApproximate average salary by contribution assumption: employee only about $700,275 at 4% or $466,850 at 6%; with 50% employer match about $466,850 at 4% or $311,233 at 6%; with 100% employer match about $350,138 at 4% or $233,425 at 6%.
Retrofit Originality Inc. Money Purchase Pension Plan-2$463,334$56,022$28,011iApproximate average salary by contribution assumption: employee only about $700,275 at 4% or $466,850 at 6%; with 50% employer match about $466,850 at 4% or $311,233 at 6%; with 100% employer match about $350,138 at 4% or $233,425 at 6%.
201418$500,317$48,216$6,027iApproximate average salary by contribution assumption: employee only about $150,675 at 4% or $100,450 at 6%; with 50% employer match about $100,450 at 4% or $66,967 at 6%; with 100% employer match about $75,338 at 4% or $50,225 at 6%.
Retrofit Originality Inc. Money Purchase Pension Plan-8$500,317$48,216$6,027iApproximate average salary by contribution assumption: employee only about $150,675 at 4% or $100,450 at 6%; with 50% employer match about $100,450 at 4% or $66,967 at 6%; with 100% employer match about $75,338 at 4% or $50,225 at 6%.
201319$613,421$118,486$13,165iApproximate average salary by contribution assumption: employee only about $329,128 at 4% or $219,419 at 6%; with 50% employer match about $219,419 at 4% or $146,279 at 6%; with 100% employer match about $164,564 at 4% or $109,709 at 6%.
Retrofit Originality Inc. Money Purchase Pension Plan-9$613,421$118,486$13,165iApproximate average salary by contribution assumption: employee only about $329,128 at 4% or $219,419 at 6%; with 50% employer match about $219,419 at 4% or $146,279 at 6%; with 100% employer match about $164,564 at 4% or $109,709 at 6%.
201218$463,529$117,230$14,654iApproximate average salary by contribution assumption: employee only about $366,344 at 4% or $244,229 at 6%; with 50% employer match about $244,229 at 4% or $162,819 at 6%; with 100% employer match about $183,172 at 4% or $122,115 at 6%.
Retrofit Originality Inc. Money Purchase Pension Plan-8$463,529$117,230$14,654iApproximate average salary by contribution assumption: employee only about $366,344 at 4% or $244,229 at 6%; with 50% employer match about $244,229 at 4% or $162,819 at 6%; with 100% employer match about $183,172 at 4% or $122,115 at 6%.
201111$332,343$0-
Retrofit Originality Inc. Money Purchase Pension Plan-1$332,343--
201021$332,971$0-
Retrofit Originality Inc. Money Purchase Pension Plan-1$332,971--
RETROFIT ORIGINALITY, INC. DEFINED BENEFIT PLAN-0$0$0-
200932$969,922$163,000$81,500iApproximate average salary by contribution assumption: employee only about $2,037,500 at 4% or $1,358,333 at 6%; with 50% employer match about $1,358,333 at 4% or $905,556 at 6%; with 100% employer match about $1,018,750 at 4% or $679,167 at 6%.
RETROFIT ORIGINALITY INC. DEFINED BENEFIT PENSION PLAN-2$637,888$163,000$81,500iApproximate average salary by contribution assumption: employee only about $2,037,500 at 4% or $1,358,333 at 6%; with 50% employer match about $1,358,333 at 4% or $905,556 at 6%; with 100% employer match about $1,018,750 at 4% or $679,167 at 6%.
Retrofit Originality Inc. Money Purchase Pension Plan-1$332,034--
Retrofit Originality Inc. Money Purchase Pension Plan-----
200711$0$0-
Retrofit Originality Inc. Money Purchase Pension Plan-1---
200611$0$0-
Retrofit Originality Inc. Money Purchase Pension Plan-1---
200511$341,460$27,410$27,410iApproximate average salary by contribution assumption: employee only about $685,250 at 4% or $456,833 at 6%; with 50% employer match about $456,833 at 4% or $304,556 at 6%; with 100% employer match about $342,625 at 4% or $228,417 at 6%.
Retrofit Originality Inc. Money Purchase Pension Plan-1$341,460$27,410$27,410iApproximate average salary by contribution assumption: employee only about $685,250 at 4% or $456,833 at 6%; with 50% employer match about $456,833 at 4% or $304,556 at 6%; with 100% employer match about $342,625 at 4% or $228,417 at 6%.
200411$301,942$0-
Retrofit Originality Inc. Money Purchase Pension Plan-1$301,942--
200311$0$0-
Retrofit Originality Inc. Money Purchase Pension Plan-1---
200211$253,027$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Retrofit Originality Inc. Money Purchase Pension Plan-1$253,027$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
199911$130,988$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Retrofit Originality Inc. Money Purchase Pension Plan-1$130,988$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Retrofit Originality, Inc. | EIN 33-0233003 | 2023 Form 5500 Company Profile