Civic Intelligence

Rivertree Advisors

Plan context: Makes Sense 401K

EIN 46-2310212 • Gilbert, AZ • 11 filings • 2 plans

2487 South Gilbert RoadSuite 106-454Gilbert, AZ 85295
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$605,246

2024 Contributions

$49,278

Historical Graphs

Total Assets Over Time

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

$605,246$302,623$0201420192023YearValue
$605,246Latest year 2023

Participants Over Time

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

320201420192023YearValue
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
202410$0$49,278-
Makes Sense 401K-0$0$49,278-
202313$605,246$78,054$26,018iApproximate average salary by contribution assumption: employee only about $650,450 at 4% or $433,633 at 6%; with 50% employer match about $433,633 at 4% or $289,089 at 6%; with 100% employer match about $325,225 at 4% or $216,817 at 6%.
Makes Sense 401K-3$605,246$78,054$26,018iApproximate average salary by contribution assumption: employee only about $650,450 at 4% or $433,633 at 6%; with 50% employer match about $433,633 at 4% or $289,089 at 6%; with 100% employer match about $325,225 at 4% or $216,817 at 6%.
202213$476,650$95,719$31,906iApproximate average salary by contribution assumption: employee only about $797,658 at 4% or $531,772 at 6%; with 50% employer match about $531,772 at 4% or $354,515 at 6%; with 100% employer match about $398,829 at 4% or $265,886 at 6%.
Makes Sense 401K-3$476,650$95,719$31,906iApproximate average salary by contribution assumption: employee only about $797,658 at 4% or $531,772 at 6%; with 50% employer match about $531,772 at 4% or $354,515 at 6%; with 100% employer match about $398,829 at 4% or $265,886 at 6%.
202113$474,565$92,699$30,900iApproximate average salary by contribution assumption: employee only about $772,492 at 4% or $514,994 at 6%; with 50% employer match about $514,994 at 4% or $343,330 at 6%; with 100% employer match about $386,246 at 4% or $257,497 at 6%.
Makes Sense 401K-3$474,565$92,699$30,900iApproximate average salary by contribution assumption: employee only about $772,492 at 4% or $514,994 at 6%; with 50% employer match about $514,994 at 4% or $343,330 at 6%; with 100% employer match about $386,246 at 4% or $257,497 at 6%.
202013$317,433$79,859$26,620iApproximate average salary by contribution assumption: employee only about $665,492 at 4% or $443,661 at 6%; with 50% employer match about $443,661 at 4% or $295,774 at 6%; with 100% employer match about $332,746 at 4% or $221,831 at 6%.
Makes Sense 401K-3$317,433$79,859$26,620iApproximate average salary by contribution assumption: employee only about $665,492 at 4% or $443,661 at 6%; with 50% employer match about $443,661 at 4% or $295,774 at 6%; with 100% employer match about $332,746 at 4% or $221,831 at 6%.
201913$226,769$54,584$18,195iApproximate average salary by contribution assumption: employee only about $454,867 at 4% or $303,244 at 6%; with 50% employer match about $303,244 at 4% or $202,163 at 6%; with 100% employer match about $227,433 at 4% or $151,622 at 6%.
Makes Sense 401K-3$226,769$54,584$18,195iApproximate average salary by contribution assumption: employee only about $454,867 at 4% or $303,244 at 6%; with 50% employer match about $303,244 at 4% or $202,163 at 6%; with 100% employer match about $227,433 at 4% or $151,622 at 6%.
201813$139,054$36,980$12,327iApproximate average salary by contribution assumption: employee only about $308,167 at 4% or $205,444 at 6%; with 50% employer match about $205,444 at 4% or $136,963 at 6%; with 100% employer match about $154,083 at 4% or $102,722 at 6%.
Makes Sense 401K-3$139,054$36,980$12,327iApproximate average salary by contribution assumption: employee only about $308,167 at 4% or $205,444 at 6%; with 50% employer match about $205,444 at 4% or $136,963 at 6%; with 100% employer match about $154,083 at 4% or $102,722 at 6%.
201713$122,474$36,096$12,032iApproximate average salary by contribution assumption: employee only about $300,800 at 4% or $200,533 at 6%; with 50% employer match about $200,533 at 4% or $133,689 at 6%; with 100% employer match about $150,400 at 4% or $100,267 at 6%.
Makes Sense 401K-3$122,474$36,096$12,032iApproximate average salary by contribution assumption: employee only about $300,800 at 4% or $200,533 at 6%; with 50% employer match about $200,533 at 4% or $133,689 at 6%; with 100% employer match about $150,400 at 4% or $100,267 at 6%.
201613$72,923$28,400$9,467iApproximate average salary by contribution assumption: employee only about $236,667 at 4% or $157,778 at 6%; with 50% employer match about $157,778 at 4% or $105,185 at 6%; with 100% employer match about $118,333 at 4% or $78,889 at 6%.
Makes Sense 401K-3$72,923$28,400$9,467iApproximate average salary by contribution assumption: employee only about $236,667 at 4% or $157,778 at 6%; with 50% employer match about $157,778 at 4% or $105,185 at 6%; with 100% employer match about $118,333 at 4% or $78,889 at 6%.
201512$38,867$22,342$11,171iApproximate average salary by contribution assumption: employee only about $279,275 at 4% or $186,183 at 6%; with 50% employer match about $186,183 at 4% or $124,122 at 6%; with 100% employer match about $139,638 at 4% or $93,092 at 6%.
Makes Sense 401K-2$38,867$22,342$11,171iApproximate average salary by contribution assumption: employee only about $279,275 at 4% or $186,183 at 6%; with 50% employer match about $186,183 at 4% or $124,122 at 6%; with 100% employer match about $139,638 at 4% or $93,092 at 6%.
201412$19,585$18,622$9,311iApproximate average salary by contribution assumption: employee only about $232,775 at 4% or $155,183 at 6%; with 50% employer match about $155,183 at 4% or $103,456 at 6%; with 100% employer match about $116,388 at 4% or $77,592 at 6%.
Makes Sense 401K-2$19,585$18,622$9,311iApproximate average salary by contribution assumption: employee only about $232,775 at 4% or $155,183 at 6%; with 50% employer match about $155,183 at 4% or $103,456 at 6%; with 100% employer match about $116,388 at 4% or $77,592 at 6%.