Civic Intelligence

REFUND RETRIEVER, LLC

Plan context: REFUND RETRIEVER 401(K) PLAN

EIN 41-2213988 • Houston, TX • 8 filings • 1 plans

5322 West BelfortSuite 218Houston, TX 77035
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$354,820

2025 Contributions

$52,270

Historical Graphs

Total Assets Over Time

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

$354,820$177,410$0201820222025YearValue
$354,820Latest year 2025

Participants Over Time

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

1160201820222025YearValue
8Latest year 2025

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
202518$354,820$52,270$6,534iApproximate average salary by contribution assumption: employee only about $163,344 at 4% or $108,896 at 6%; with 50% employer match about $108,896 at 4% or $72,597 at 6%; with 100% employer match about $81,672 at 4% or $54,448 at 6%.
REFUND RETRIEVER 401(K) PLAN-8$354,820$52,270$6,534iApproximate average salary by contribution assumption: employee only about $163,344 at 4% or $108,896 at 6%; with 50% employer match about $108,896 at 4% or $72,597 at 6%; with 100% employer match about $81,672 at 4% or $54,448 at 6%.
202418$248,879$33,619$4,202iApproximate average salary by contribution assumption: employee only about $105,059 at 4% or $70,040 at 6%; with 50% employer match about $70,040 at 4% or $46,693 at 6%; with 100% employer match about $52,530 at 4% or $35,020 at 6%.
REFUND RETRIEVER 401(K) PLAN-8$248,879$33,619$4,202iApproximate average salary by contribution assumption: employee only about $105,059 at 4% or $70,040 at 6%; with 50% employer match about $70,040 at 4% or $46,693 at 6%; with 100% employer match about $52,530 at 4% or $35,020 at 6%.
202318$186,611$21,230$2,654iApproximate average salary by contribution assumption: employee only about $66,344 at 4% or $44,229 at 6%; with 50% employer match about $44,229 at 4% or $29,486 at 6%; with 100% employer match about $33,172 at 4% or $22,115 at 6%.
REFUND RETRIEVER 401(K) PLAN-8$186,611$21,230$2,654iApproximate average salary by contribution assumption: employee only about $66,344 at 4% or $44,229 at 6%; with 50% employer match about $44,229 at 4% or $29,486 at 6%; with 100% employer match about $33,172 at 4% or $22,115 at 6%.
202217$137,619$15,659$2,237iApproximate average salary by contribution assumption: employee only about $55,925 at 4% or $37,283 at 6%; with 50% employer match about $37,283 at 4% or $24,856 at 6%; with 100% employer match about $27,963 at 4% or $18,642 at 6%.
REFUND RETRIEVER 401(K) PLAN-7$137,619$15,659$2,237iApproximate average salary by contribution assumption: employee only about $55,925 at 4% or $37,283 at 6%; with 50% employer match about $37,283 at 4% or $24,856 at 6%; with 100% employer match about $27,963 at 4% or $18,642 at 6%.
202118$149,917$21,989$2,749iApproximate average salary by contribution assumption: employee only about $68,716 at 4% or $45,810 at 6%; with 50% employer match about $45,810 at 4% or $30,540 at 6%; with 100% employer match about $34,358 at 4% or $22,905 at 6%.
REFUND RETRIEVER 401(K) PLAN-8$149,917$21,989$2,749iApproximate average salary by contribution assumption: employee only about $68,716 at 4% or $45,810 at 6%; with 50% employer match about $45,810 at 4% or $30,540 at 6%; with 100% employer match about $34,358 at 4% or $22,905 at 6%.
202018$109,214$26,640$3,330iApproximate average salary by contribution assumption: employee only about $83,250 at 4% or $55,500 at 6%; with 50% employer match about $55,500 at 4% or $37,000 at 6%; with 100% employer match about $41,625 at 4% or $27,750 at 6%.
REFUND RETRIEVER 401(K) PLAN-8$109,214$26,640$3,330iApproximate average salary by contribution assumption: employee only about $83,250 at 4% or $55,500 at 6%; with 50% employer match about $55,500 at 4% or $37,000 at 6%; with 100% employer match about $41,625 at 4% or $27,750 at 6%.
2019111$88,568$34,820$3,165iApproximate average salary by contribution assumption: employee only about $79,136 at 4% or $52,758 at 6%; with 50% employer match about $52,758 at 4% or $35,172 at 6%; with 100% employer match about $39,568 at 4% or $26,379 at 6%.
REFUND RETRIEVER 401(K) PLAN-11$88,568$34,820$3,165iApproximate average salary by contribution assumption: employee only about $79,136 at 4% or $52,758 at 6%; with 50% employer match about $52,758 at 4% or $35,172 at 6%; with 100% employer match about $39,568 at 4% or $26,379 at 6%.
201819$53,766$59,151$6,572iApproximate average salary by contribution assumption: employee only about $164,308 at 4% or $109,539 at 6%; with 50% employer match about $109,539 at 4% or $73,026 at 6%; with 100% employer match about $82,154 at 4% or $54,769 at 6%.
REFUND RETRIEVER 401(K) PLAN-9$53,766$59,151$6,572iApproximate average salary by contribution assumption: employee only about $164,308 at 4% or $109,539 at 6%; with 50% employer match about $109,539 at 4% or $73,026 at 6%; with 100% employer match about $82,154 at 4% or $54,769 at 6%.