Civic Intelligence

Sacks, Ricketts & Case LLP

Plan context: Sacks, Ricketts & Case LLP 401(K) Plan

EIN 46-2791487 • Phoenix, AZ • 20 filings • 5 plans

2800 N. Central Avenue, Suite 1910Phoenix, AZ 85004
Current Snapshot

Latest Year

2023

2023 Participants

28

2023 Assets

$2,128,380

2023 Contributions

$332,389

Historical Graphs

Total Assets Over Time

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

$10,360,848$5,180,424$0201320182022YearValue
$2,128,380Latest year 2022

Participants Over Time

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

36180201320182022YearValue
28Latest year 2022

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
202310$0$0-
Sacks, Ricketts & Case LLP 401(K) Plan-0$0$0-
2022228$2,128,380$332,389$11,871iApproximate average salary by contribution assumption: employee only about $296,776 at 4% or $197,851 at 6%; with 50% employer match about $197,851 at 4% or $131,900 at 6%; with 100% employer match about $148,388 at 4% or $98,925 at 6%.
Sacks, Ricketts & Case LLP 401(K) Plan-28$2,128,380$332,389$11,871iApproximate average salary by contribution assumption: employee only about $296,776 at 4% or $197,851 at 6%; with 50% employer match about $197,851 at 4% or $131,900 at 6%; with 100% employer match about $148,388 at 4% or $98,925 at 6%.
RICKETTS CASE, LLP CASH BALANCE PLAN-0$0$0-
2021236$10,360,848$1,132,883$31,469iApproximate average salary by contribution assumption: employee only about $786,724 at 4% or $524,483 at 6%; with 50% employer match about $524,483 at 4% or $349,655 at 6%; with 100% employer match about $393,362 at 4% or $262,241 at 6%.
SACKS, RICKETTS & CASE LLP CASH BALANCE PLAN-22$5,203,422$478,832$21,765iApproximate average salary by contribution assumption: employee only about $544,127 at 4% or $362,752 at 6%; with 50% employer match about $362,752 at 4% or $241,834 at 6%; with 100% employer match about $272,064 at 4% or $181,376 at 6%.
Sacks, Ricketts & Case LLP 401(K) Plan-36$5,157,426$654,051$18,168iApproximate average salary by contribution assumption: employee only about $454,202 at 4% or $302,801 at 6%; with 50% employer match about $302,801 at 4% or $201,868 at 6%; with 100% employer match about $227,101 at 4% or $151,401 at 6%.
2020236$8,894,632$1,183,955$32,888iApproximate average salary by contribution assumption: employee only about $822,191 at 4% or $548,127 at 6%; with 50% employer match about $548,127 at 4% or $365,418 at 6%; with 100% employer match about $411,095 at 4% or $274,064 at 6%.
Sacks, Ricketts & Case LLP 401(K) Plan-36$4,483,509$598,288$16,619iApproximate average salary by contribution assumption: employee only about $415,478 at 4% or $276,985 at 6%; with 50% employer match about $276,985 at 4% or $184,657 at 6%; with 100% employer match about $207,739 at 4% or $138,493 at 6%.
SACKS, RICKETTS & CASE LLP CASH BALANCE PLAN-25$4,411,123$585,667$23,427iApproximate average salary by contribution assumption: employee only about $585,667 at 4% or $390,445 at 6%; with 50% employer match about $390,445 at 4% or $260,296 at 6%; with 100% employer match about $292,834 at 4% or $195,222 at 6%.
2019231$6,991,712$1,204,885$38,867iApproximate average salary by contribution assumption: employee only about $971,681 at 4% or $647,788 at 6%; with 50% employer match about $647,788 at 4% or $431,858 at 6%; with 100% employer match about $485,841 at 4% or $323,894 at 6%.
Sacks, Ricketts & Case LLP 401(K) Plan-31$3,590,566$634,422$20,465iApproximate average salary by contribution assumption: employee only about $511,631 at 4% or $341,087 at 6%; with 50% employer match about $341,087 at 4% or $227,391 at 6%; with 100% employer match about $255,815 at 4% or $170,544 at 6%.
SACKS, RICKETTS & CASE LLP CASH BALANCE PLAN-17$3,401,146$570,463$33,557iApproximate average salary by contribution assumption: employee only about $838,916 at 4% or $559,277 at 6%; with 50% employer match about $559,277 at 4% or $372,852 at 6%; with 100% employer match about $419,458 at 4% or $279,639 at 6%.
2018229$5,076,639$1,143,953$39,447iApproximate average salary by contribution assumption: employee only about $986,166 at 4% or $657,444 at 6%; with 50% employer match about $657,444 at 4% or $438,296 at 6%; with 100% employer match about $493,083 at 4% or $328,722 at 6%.
Sacks, Ricketts & Case LLP 401(K) Plan-29$2,630,119$588,354$20,288iApproximate average salary by contribution assumption: employee only about $507,202 at 4% or $338,134 at 6%; with 50% employer match about $338,134 at 4% or $225,423 at 6%; with 100% employer match about $253,601 at 4% or $169,067 at 6%.
SACKS, RICKETTS & CASE LLP CASH BALANCE PLAN-14$2,446,520$555,599$39,686iApproximate average salary by contribution assumption: employee only about $992,141 at 4% or $661,427 at 6%; with 50% employer match about $661,427 at 4% or $440,952 at 6%; with 100% employer match about $496,071 at 4% or $330,714 at 6%.
2017224$4,313,202$1,027,611$42,817iApproximate average salary by contribution assumption: employee only about $1,070,428 at 4% or $713,619 at 6%; with 50% employer match about $713,619 at 4% or $475,746 at 6%; with 100% employer match about $535,214 at 4% or $356,809 at 6%.
Sacks, Ricketts & Case LLP 401(K) Plan-24$2,296,996$544,997$22,708iApproximate average salary by contribution assumption: employee only about $567,705 at 4% or $378,470 at 6%; with 50% employer match about $378,470 at 4% or $252,313 at 6%; with 100% employer match about $283,853 at 4% or $189,235 at 6%.
SACKS, RICKETTS & CASE LLP CASH BALANCE PLAN-11$2,016,206$482,614$43,874iApproximate average salary by contribution assumption: employee only about $1,096,850 at 4% or $731,233 at 6%; with 50% employer match about $731,233 at 4% or $487,489 at 6%; with 100% employer match about $548,425 at 4% or $365,617 at 6%.
2016224$2,916,191$854,412$35,601iApproximate average salary by contribution assumption: employee only about $890,013 at 4% or $593,342 at 6%; with 50% employer match about $593,342 at 4% or $395,561 at 6%; with 100% employer match about $445,006 at 4% or $296,671 at 6%.
Sacks, Ricketts & Case LLP 401(K) Plan-24$1,523,612$406,499$16,937iApproximate average salary by contribution assumption: employee only about $423,436 at 4% or $282,291 at 6%; with 50% employer match about $282,291 at 4% or $188,194 at 6%; with 100% employer match about $211,718 at 4% or $141,145 at 6%.
SACKS, RICKETTS & CASE LLP DEFINED BENEFIT PLAN-22$1,392,579$447,913$20,360iApproximate average salary by contribution assumption: employee only about $508,992 at 4% or $339,328 at 6%; with 50% employer match about $339,328 at 4% or $226,219 at 6%; with 100% employer match about $254,496 at 4% or $169,664 at 6%.
2015221$1,945,008$900,240$42,869iApproximate average salary by contribution assumption: employee only about $1,071,714 at 4% or $714,476 at 6%; with 50% employer match about $714,476 at 4% or $476,317 at 6%; with 100% employer match about $535,857 at 4% or $357,238 at 6%.
Sacks, Ricketts & Case LLP 401(K) Plan-21$1,052,771$420,240$20,011iApproximate average salary by contribution assumption: employee only about $500,286 at 4% or $333,524 at 6%; with 50% employer match about $333,524 at 4% or $222,349 at 6%; with 100% employer match about $250,143 at 4% or $166,762 at 6%.
SACKS, RICKETTS & CASE LLP DEFINED BENEFIT PLAN-20$892,237$480,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
2014219$1,091,940$864,299$45,489iApproximate average salary by contribution assumption: employee only about $1,137,236 at 4% or $758,157 at 6%; with 50% employer match about $758,157 at 4% or $505,438 at 6%; with 100% employer match about $568,618 at 4% or $379,079 at 6%.
Sacks, Ricketts & Case LLP 401(K) Plan-19$661,376$433,735$22,828iApproximate average salary by contribution assumption: employee only about $570,704 at 4% or $380,469 at 6%; with 50% employer match about $380,469 at 4% or $253,646 at 6%; with 100% employer match about $285,352 at 4% or $190,235 at 6%.
SACKS, RICKETTS & CASE LLP DEFINED BENEFIT PLAN-19$430,564$430,564$22,661iApproximate average salary by contribution assumption: employee only about $566,532 at 4% or $377,688 at 6%; with 50% employer match about $377,688 at 4% or $251,792 at 6%; with 100% employer match about $283,266 at 4% or $188,844 at 6%.
2013119$214,150$214,088$11,268iApproximate average salary by contribution assumption: employee only about $281,695 at 4% or $187,796 at 6%; with 50% employer match about $187,796 at 4% or $125,198 at 6%; with 100% employer match about $140,847 at 4% or $93,898 at 6%.
Sacks, Ricketts & Case LLP 401(K) Plan-19$214,150$214,088$11,268iApproximate average salary by contribution assumption: employee only about $281,695 at 4% or $187,796 at 6%; with 50% employer match about $187,796 at 4% or $125,198 at 6%; with 100% employer match about $140,847 at 4% or $93,898 at 6%.