Civic Intelligence

Ricker Retirement Specialist LLC

Plan context: Ricker Retirement Specialist 401(K) Plan

EIN 36-4685400 • Allen, TX • 14 filings • 4 plans

790 S Watters RdSuite 100Allen, TX 75013
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$1,839,211

2024 Contributions

$224,818

Historical Graphs

Total Assets Over Time

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

$2,295,017$1,147,509$0201120182024YearValue
$1,839,211Latest year 2024

Participants Over Time

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

1680201120182024YearValue
14Latest 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
2024114$1,839,211$224,818$16,058iApproximate average salary by contribution assumption: employee only about $401,461 at 4% or $267,640 at 6%; with 50% employer match about $267,640 at 4% or $178,427 at 6%; with 100% employer match about $200,730 at 4% or $133,820 at 6%.
Ricker Retirement Specialist 401(K) Plan-14$1,839,211$224,818$16,058iApproximate average salary by contribution assumption: employee only about $401,461 at 4% or $267,640 at 6%; with 50% employer match about $267,640 at 4% or $178,427 at 6%; with 100% employer match about $200,730 at 4% or $133,820 at 6%.
2023116$1,526,287$215,586$13,474iApproximate average salary by contribution assumption: employee only about $336,853 at 4% or $224,569 at 6%; with 50% employer match about $224,569 at 4% or $149,713 at 6%; with 100% employer match about $168,427 at 4% or $112,284 at 6%.
Ricker Retirement Specialist 401(K) Plan-16$1,526,287$215,586$13,474iApproximate average salary by contribution assumption: employee only about $336,853 at 4% or $224,569 at 6%; with 50% employer match about $224,569 at 4% or $149,713 at 6%; with 100% employer match about $168,427 at 4% or $112,284 at 6%.
2022113$1,078,985$129,220$9,940iApproximate average salary by contribution assumption: employee only about $248,500 at 4% or $165,667 at 6%; with 50% employer match about $165,667 at 4% or $110,444 at 6%; with 100% employer match about $124,250 at 4% or $82,833 at 6%.
Ricker Retirement Specialist 401(K) Plan-13$1,078,985$129,220$9,940iApproximate average salary by contribution assumption: employee only about $248,500 at 4% or $165,667 at 6%; with 50% employer match about $165,667 at 4% or $110,444 at 6%; with 100% employer match about $124,250 at 4% or $82,833 at 6%.
202118$1,473,488$100,111$12,514iApproximate average salary by contribution assumption: employee only about $312,847 at 4% or $208,565 at 6%; with 50% employer match about $208,565 at 4% or $139,043 at 6%; with 100% employer match about $156,423 at 4% or $104,282 at 6%.
Ricker Retirement Specialist 401(K) Plan-8$1,473,488$100,111$12,514iApproximate average salary by contribution assumption: employee only about $312,847 at 4% or $208,565 at 6%; with 50% employer match about $208,565 at 4% or $139,043 at 6%; with 100% employer match about $156,423 at 4% or $104,282 at 6%.
2020114$2,295,017$118,902$8,493iApproximate average salary by contribution assumption: employee only about $212,325 at 4% or $141,550 at 6%; with 50% employer match about $141,550 at 4% or $94,367 at 6%; with 100% employer match about $106,163 at 4% or $70,775 at 6%.
Ricker Retirement Specialist 401(K) Plan-14$2,295,017$118,902$8,493iApproximate average salary by contribution assumption: employee only about $212,325 at 4% or $141,550 at 6%; with 50% employer match about $141,550 at 4% or $94,367 at 6%; with 100% employer match about $106,163 at 4% or $70,775 at 6%.
2019112$1,919,554$105,683$8,807iApproximate average salary by contribution assumption: employee only about $220,173 at 4% or $146,782 at 6%; with 50% employer match about $146,782 at 4% or $97,855 at 6%; with 100% employer match about $110,086 at 4% or $73,391 at 6%.
Ricker Retirement Specialist 401(K) Plan-12$1,919,554$105,683$8,807iApproximate average salary by contribution assumption: employee only about $220,173 at 4% or $146,782 at 6%; with 50% employer match about $146,782 at 4% or $97,855 at 6%; with 100% employer match about $110,086 at 4% or $73,391 at 6%.
201819$1,532,591$106,180$11,798iApproximate average salary by contribution assumption: employee only about $294,944 at 4% or $196,630 at 6%; with 50% employer match about $196,630 at 4% or $131,086 at 6%; with 100% employer match about $147,472 at 4% or $98,315 at 6%.
Ricker Retirement Specialist 401(K) Plan-9$1,532,591$106,180$11,798iApproximate average salary by contribution assumption: employee only about $294,944 at 4% or $196,630 at 6%; with 50% employer match about $196,630 at 4% or $131,086 at 6%; with 100% employer match about $147,472 at 4% or $98,315 at 6%.
201719$1,513,254$193,787$21,532iApproximate average salary by contribution assumption: employee only about $538,297 at 4% or $358,865 at 6%; with 50% employer match about $358,865 at 4% or $239,243 at 6%; with 100% employer match about $269,149 at 4% or $179,432 at 6%.
Ricker Retirement Specialist 401(K) Plan-9$1,513,254$193,787$21,532iApproximate average salary by contribution assumption: employee only about $538,297 at 4% or $358,865 at 6%; with 50% employer match about $358,865 at 4% or $239,243 at 6%; with 100% employer match about $269,149 at 4% or $179,432 at 6%.
2016110$1,199,868$128,079$12,808iApproximate average salary by contribution assumption: employee only about $320,198 at 4% or $213,465 at 6%; with 50% employer match about $213,465 at 4% or $142,310 at 6%; with 100% employer match about $160,099 at 4% or $106,733 at 6%.
Ricker Retirement Specialist 401(K) Plan-10$1,199,868$128,079$12,808iApproximate average salary by contribution assumption: employee only about $320,198 at 4% or $213,465 at 6%; with 50% employer match about $213,465 at 4% or $142,310 at 6%; with 100% employer match about $160,099 at 4% or $106,733 at 6%.
201518$995,860$184,435$23,054iApproximate average salary by contribution assumption: employee only about $576,359 at 4% or $384,240 at 6%; with 50% employer match about $384,240 at 4% or $256,160 at 6%; with 100% employer match about $288,180 at 4% or $192,120 at 6%.
Ricker Retirement Specialist 401(K) Plan-8$995,860$184,435$23,054iApproximate average salary by contribution assumption: employee only about $576,359 at 4% or $384,240 at 6%; with 50% employer match about $384,240 at 4% or $256,160 at 6%; with 100% employer match about $288,180 at 4% or $192,120 at 6%.
2014110$856,381$169,769$16,977iApproximate average salary by contribution assumption: employee only about $424,423 at 4% or $282,948 at 6%; with 50% employer match about $282,948 at 4% or $188,632 at 6%; with 100% employer match about $212,211 at 4% or $141,474 at 6%.
Ricker Retirement Specialist 401(K) Plan-10$856,381$169,769$16,977iApproximate average salary by contribution assumption: employee only about $424,423 at 4% or $282,948 at 6%; with 50% employer match about $282,948 at 4% or $188,632 at 6%; with 100% employer match about $212,211 at 4% or $141,474 at 6%.
201318$655,950$79,644$9,956iApproximate average salary by contribution assumption: employee only about $248,888 at 4% or $165,925 at 6%; with 50% employer match about $165,925 at 4% or $110,617 at 6%; with 100% employer match about $124,444 at 4% or $82,963 at 6%.
Ricker Retirement Specialist 401(K) Plan-8$655,950$79,644$9,956iApproximate average salary by contribution assumption: employee only about $248,888 at 4% or $165,925 at 6%; with 50% employer match about $165,925 at 4% or $110,617 at 6%; with 100% employer match about $124,444 at 4% or $82,963 at 6%.
201219$497,608$37,340$4,149iApproximate average salary by contribution assumption: employee only about $103,722 at 4% or $69,148 at 6%; with 50% employer match about $69,148 at 4% or $46,099 at 6%; with 100% employer match about $51,861 at 4% or $34,574 at 6%.
Ricker Retirement Specialist 401(K) Plan-9$497,608$37,340$4,149iApproximate average salary by contribution assumption: employee only about $103,722 at 4% or $69,148 at 6%; with 50% employer match about $69,148 at 4% or $46,099 at 6%; with 100% employer match about $51,861 at 4% or $34,574 at 6%.
2011111$439,011$37,211$3,383iApproximate average salary by contribution assumption: employee only about $84,570 at 4% or $56,380 at 6%; with 50% employer match about $56,380 at 4% or $37,587 at 6%; with 100% employer match about $42,285 at 4% or $28,190 at 6%.
Ricker Retirement Specialist 401(K) Plan-11$439,011$37,211$3,383iApproximate average salary by contribution assumption: employee only about $84,570 at 4% or $56,380 at 6%; with 50% employer match about $56,380 at 4% or $37,587 at 6%; with 100% employer match about $42,285 at 4% or $28,190 at 6%.