Civic Intelligence

Essential Financial Education Inc

Plan context: Essential Financial Education Inc 401(K) Plan

EIN 47-4995674 • Colleyville, TX • 4 filings • 1 plans

1501 Hall Johnson Rd Unit 1273Colleyville, TX 76034-2353
Current Snapshot

Latest Year

2018

2018 Participants

5

2018 Assets

$190,927

2018 Contributions

$23,246

Historical Graphs

Total Assets Over Time

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

$190,927$95,464$0201520162017YearValue
$190,927Latest year 2017

Participants Over Time

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

530201520162017YearValue
5Latest year 2017

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
201810$0$23,246-
Essential Financial Education Inc 401(K) Plan-0-$23,246-
201715$190,927$53,201$10,640iApproximate average salary by contribution assumption: employee only about $266,005 at 4% or $177,337 at 6%; with 50% employer match about $177,337 at 4% or $118,224 at 6%; with 100% employer match about $133,003 at 4% or $88,668 at 6%.
Essential Financial Education Inc 401(K) Plan-5$190,927$53,201$10,640iApproximate average salary by contribution assumption: employee only about $266,005 at 4% or $177,337 at 6%; with 50% employer match about $177,337 at 4% or $118,224 at 6%; with 100% employer match about $133,003 at 4% or $88,668 at 6%.
201612$124,331$0-
Essential Financial Education Inc 401(K) Plan-2$124,331--
201511$162,031$450,000$450,000iApproximate average salary by contribution assumption: employee only about $11,250,000 at 4% or $7,500,000 at 6%; with 50% employer match about $7,500,000 at 4% or $5,000,000 at 6%; with 100% employer match about $5,625,000 at 4% or $3,750,000 at 6%.
Essential Financial Education Inc 401(K) Plan-1$162,031$450,000$450,000iApproximate average salary by contribution assumption: employee only about $11,250,000 at 4% or $7,500,000 at 6%; with 50% employer match about $7,500,000 at 4% or $5,000,000 at 6%; with 100% employer match about $5,625,000 at 4% or $3,750,000 at 6%.