Wright Retirement Services LLC
Plan context: WRIGHT RETIREMENT SERVICES, L.L.C. RETIREMENT SAVINGS PLAN
EIN 58-2464392 • Bonita Springs, FL • 31 filings • 3 plans
Current Snapshot
Latest Year
2023
2023 Participants
6
2023 Assets
$1,209,357
2023 Contributions
$78,617
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| WRIGHT RETIREMENT SERVICES, L.L.C. RETIREMENT SAVINGS PLAN | - | 0 | $0 | - | - |
| 2022 | 1 | 6 | $1,209,357 | $0 | - |
| WRIGHT RETIREMENT SERVICES, L.L.C. RETIREMENT SAVINGS PLAN | - | 6 | $1,209,357 | - | - |
| 2021 | 1 | 8 | $3,323,578 | $78,617 | $9,827iApproximate average salary by contribution assumption: employee only about $245,678 at 4% or $163,785 at 6%; with 50% employer match about $163,785 at 4% or $109,190 at 6%; with 100% employer match about $122,839 at 4% or $81,893 at 6%. |
| WRIGHT RETIREMENT SERVICES, L.L.C. RETIREMENT SAVINGS PLAN | - | 8 | $3,323,578 | $78,617 | $9,827iApproximate average salary by contribution assumption: employee only about $245,678 at 4% or $163,785 at 6%; with 50% employer match about $163,785 at 4% or $109,190 at 6%; with 100% employer match about $122,839 at 4% or $81,893 at 6%. |
| 2020 | 2 | 13 | $3,203,771 | $135,570 | $10,428iApproximate average salary by contribution assumption: employee only about $260,712 at 4% or $173,808 at 6%; with 50% employer match about $173,808 at 4% or $115,872 at 6%; with 100% employer match about $130,356 at 4% or $86,904 at 6%. |
| WRIGHT RETIREMENT SERVICES, L.L.C. RETIREMENT SAVINGS PLAN | - | 13 | $3,203,771 | $135,570 | $10,428iApproximate average salary by contribution assumption: employee only about $260,712 at 4% or $173,808 at 6%; with 50% employer match about $173,808 at 4% or $115,872 at 6%; with 100% employer match about $130,356 at 4% or $86,904 at 6%. |
| Wright Retirement Services LLC Cash Balance Plan | - | 0 | $0 | $0 | - |
| 2019 | 2 | 12 | $3,147,253 | $168,136 | $14,011iApproximate average salary by contribution assumption: employee only about $350,283 at 4% or $233,522 at 6%; with 50% employer match about $233,522 at 4% or $155,681 at 6%; with 100% employer match about $175,142 at 4% or $116,761 at 6%. |
| WRIGHT RETIREMENT SERVICES, L.L.C. RETIREMENT SAVINGS PLAN | - | 12 | $3,080,281 | $168,136 | $14,011iApproximate average salary by contribution assumption: employee only about $350,283 at 4% or $233,522 at 6%; with 50% employer match about $233,522 at 4% or $155,681 at 6%; with 100% employer match about $175,142 at 4% or $116,761 at 6%. |
| Wright Retirement Services LLC Cash Balance Plan | - | 10 | $66,972 | $0 | - |
| 2018 | 2 | 12 | $3,252,091 | $844,064 | $70,339iApproximate average salary by contribution assumption: employee only about $1,758,467 at 4% or $1,172,311 at 6%; with 50% employer match about $1,172,311 at 4% or $781,541 at 6%; with 100% employer match about $879,233 at 4% or $586,156 at 6%. |
| WRIGHT RETIREMENT SERVICES, L.L.C. RETIREMENT SAVINGS PLAN | - | 12 | $2,321,905 | $126,488 | $10,541iApproximate average salary by contribution assumption: employee only about $263,517 at 4% or $175,678 at 6%; with 50% employer match about $175,678 at 4% or $117,119 at 6%; with 100% employer match about $131,758 at 4% or $87,839 at 6%. |
| Wright Retirement Services LLC Cash Balance Plan | - | 9 | $930,186 | $717,576 | $79,731iApproximate average salary by contribution assumption: employee only about $1,993,267 at 4% or $1,328,844 at 6%; with 50% employer match about $1,328,844 at 4% or $885,896 at 6%; with 100% employer match about $996,633 at 4% or $664,422 at 6%. |
| 2017 | 2 | 9 | $2,557,178 | $693,370 | $77,041iApproximate average salary by contribution assumption: employee only about $1,926,028 at 4% or $1,284,019 at 6%; with 50% employer match about $1,284,019 at 4% or $856,012 at 6%; with 100% employer match about $963,014 at 4% or $642,009 at 6%. |
| WRIGHT RETIREMENT SERVICES, L.L.C. RETIREMENT SAVINGS PLAN | - | 9 | $2,345,231 | $533,370 | $59,263iApproximate average salary by contribution assumption: employee only about $1,481,583 at 4% or $987,722 at 6%; with 50% employer match about $987,722 at 4% or $658,481 at 6%; with 100% employer match about $740,792 at 4% or $493,861 at 6%. |
| Wright Retirement Services LLC Cash Balance Plan | - | 9 | $211,947 | $160,000 | $17,778iApproximate average salary by contribution assumption: employee only about $444,444 at 4% or $296,296 at 6%; with 50% employer match about $296,296 at 4% or $197,531 at 6%; with 100% employer match about $222,222 at 4% or $148,148 at 6%. |
| 2016 | 2 | 9 | $1,947,467 | $278,904 | $30,989iApproximate average salary by contribution assumption: employee only about $774,733 at 4% or $516,489 at 6%; with 50% employer match about $516,489 at 4% or $344,326 at 6%; with 100% employer match about $387,367 at 4% or $258,244 at 6%. |
| WRIGHT RETIREMENT SERVICES, L.L.C. RETIREMENT SAVINGS PLAN | - | 9 | $1,475,512 | $108,904 | $12,100iApproximate average salary by contribution assumption: employee only about $302,511 at 4% or $201,674 at 6%; with 50% employer match about $201,674 at 4% or $134,449 at 6%; with 100% employer match about $151,256 at 4% or $100,837 at 6%. |
| Wright Retirement Services LLC Cash Balance Plan | - | 9 | $471,955 | $170,000 | $18,889iApproximate average salary by contribution assumption: employee only about $472,222 at 4% or $314,815 at 6%; with 50% employer match about $314,815 at 4% or $209,877 at 6%; with 100% employer match about $236,111 at 4% or $157,407 at 6%. |
| 2015 | 2 | 9 | $1,650,328 | $324,981 | $36,109iApproximate average salary by contribution assumption: employee only about $902,725 at 4% or $601,817 at 6%; with 50% employer match about $601,817 at 4% or $401,211 at 6%; with 100% employer match about $451,363 at 4% or $300,908 at 6%. |
| WRIGHT RETIREMENT SERVICES, L.L.C. RETIREMENT SAVINGS PLAN | - | 9 | $1,344,709 | $164,981 | $18,331iApproximate average salary by contribution assumption: employee only about $458,281 at 4% or $305,520 at 6%; with 50% employer match about $305,520 at 4% or $203,680 at 6%; with 100% employer match about $229,140 at 4% or $152,760 at 6%. |
| Wright Retirement Services LLC Cash Balance Plan | - | 9 | $305,619 | $160,000 | $17,778iApproximate average salary by contribution assumption: employee only about $444,444 at 4% or $296,296 at 6%; with 50% employer match about $296,296 at 4% or $197,531 at 6%; with 100% employer match about $222,222 at 4% or $148,148 at 6%. |
| 2014 | 2 | 9 | $1,351,595 | $232,751 | $25,861iApproximate average salary by contribution assumption: employee only about $646,531 at 4% or $431,020 at 6%; with 50% employer match about $431,020 at 4% or $287,347 at 6%; with 100% employer match about $323,265 at 4% or $215,510 at 6%. |
| WRIGHT RETIREMENT SERVICES, L.L.C. RETIREMENT SAVINGS PLAN | - | 9 | $1,201,595 | $82,751 | $9,195iApproximate average salary by contribution assumption: employee only about $229,864 at 4% or $153,243 at 6%; with 50% employer match about $153,243 at 4% or $102,162 at 6%; with 100% employer match about $114,932 at 4% or $76,621 at 6%. |
| Wright Retirement Services LLC Cash Balance Plan | - | 9 | $150,000 | $150,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| 2013 | 1 | 8 | $1,079,225 | $96,669 | $12,084iApproximate average salary by contribution assumption: employee only about $302,091 at 4% or $201,394 at 6%; with 50% employer match about $201,394 at 4% or $134,263 at 6%; with 100% employer match about $151,045 at 4% or $100,697 at 6%. |
| WRIGHT RETIREMENT SERVICES, L.L.C. RETIREMENT SAVINGS PLAN | - | 8 | $1,079,225 | $96,669 | $12,084iApproximate average salary by contribution assumption: employee only about $302,091 at 4% or $201,394 at 6%; with 50% employer match about $201,394 at 4% or $134,263 at 6%; with 100% employer match about $151,045 at 4% or $100,697 at 6%. |
| 2012 | 1 | 7 | $773,471 | $84,667 | $12,095iApproximate average salary by contribution assumption: employee only about $302,382 at 4% or $201,588 at 6%; with 50% employer match about $201,588 at 4% or $134,392 at 6%; with 100% employer match about $151,191 at 4% or $100,794 at 6%. |
| WRIGHT RETIREMENT SERVICES, L.L.C. RETIREMENT SAVINGS PLAN | - | 7 | $773,471 | $84,667 | $12,095iApproximate average salary by contribution assumption: employee only about $302,382 at 4% or $201,588 at 6%; with 50% employer match about $201,588 at 4% or $134,392 at 6%; with 100% employer match about $151,191 at 4% or $100,794 at 6%. |
| 2011 | 1 | 6 | $605,561 | $279,725 | $46,621iApproximate average salary by contribution assumption: employee only about $1,165,521 at 4% or $777,014 at 6%; with 50% employer match about $777,014 at 4% or $518,009 at 6%; with 100% employer match about $582,760 at 4% or $388,507 at 6%. |
| WRIGHT RETIREMENT SERVICES, L.L.C. RETIREMENT SAVINGS PLAN | - | 6 | $605,561 | $279,725 | $46,621iApproximate average salary by contribution assumption: employee only about $1,165,521 at 4% or $777,014 at 6%; with 50% employer match about $777,014 at 4% or $518,009 at 6%; with 100% employer match about $582,760 at 4% or $388,507 at 6%. |
| 2010 | 1 | 6 | $347,569 | $85,141 | $14,190iApproximate average salary by contribution assumption: employee only about $354,754 at 4% or $236,503 at 6%; with 50% employer match about $236,503 at 4% or $157,669 at 6%; with 100% employer match about $177,377 at 4% or $118,251 at 6%. |
| WRIGHT RETIREMENT SERVICES, L.L.C. RETIREMENT SAVINGS PLAN | - | 6 | $347,569 | $85,141 | $14,190iApproximate average salary by contribution assumption: employee only about $354,754 at 4% or $236,503 at 6%; with 50% employer match about $236,503 at 4% or $157,669 at 6%; with 100% employer match about $177,377 at 4% or $118,251 at 6%. |
| 2009 | 1 | 6 | $233,151 | $29,374 | $4,896iApproximate average salary by contribution assumption: employee only about $122,392 at 4% or $81,594 at 6%; with 50% employer match about $81,594 at 4% or $54,396 at 6%; with 100% employer match about $61,196 at 4% or $40,797 at 6%. |
| WRIGHT RETIREMENT SERVICES, L.L.C. RETIREMENT SAVINGS PLAN | - | 6 | $233,151 | $29,374 | $4,896iApproximate average salary by contribution assumption: employee only about $122,392 at 4% or $81,594 at 6%; with 50% employer match about $81,594 at 4% or $54,396 at 6%; with 100% employer match about $61,196 at 4% or $40,797 at 6%. |
| 2008 | 1 | 6 | $190,879 | $27,121 | $4,520iApproximate average salary by contribution assumption: employee only about $113,004 at 4% or $75,336 at 6%; with 50% employer match about $75,336 at 4% or $50,224 at 6%; with 100% employer match about $56,502 at 4% or $37,668 at 6%. |
| WRIGHT RETIREMENT SERVICES, L.L.C. RETIREMENT SAVINGS PLAN | - | 6 | $190,879 | $27,121 | $4,520iApproximate average salary by contribution assumption: employee only about $113,004 at 4% or $75,336 at 6%; with 50% employer match about $75,336 at 4% or $50,224 at 6%; with 100% employer match about $56,502 at 4% or $37,668 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| WRIGHT RETIREMENT SERVICES, L.L.C. RETIREMENT SAVINGS PLAN | - | 7 | - | - | - |
| 2006 | 1 | 7 | $214,130 | $22,690 | $3,241iApproximate average salary by contribution assumption: employee only about $81,036 at 4% or $54,024 at 6%; with 50% employer match about $54,024 at 4% or $36,016 at 6%; with 100% employer match about $40,518 at 4% or $27,012 at 6%. |
| WRIGHT RETIREMENT SERVICES, L.L.C. RETIREMENT SAVINGS PLAN | - | 7 | $214,130 | $22,690 | $3,241iApproximate average salary by contribution assumption: employee only about $81,036 at 4% or $54,024 at 6%; with 50% employer match about $54,024 at 4% or $36,016 at 6%; with 100% employer match about $40,518 at 4% or $27,012 at 6%. |
| 2005 | 1 | 6 | $169,058 | $18,999 | $3,167iApproximate average salary by contribution assumption: employee only about $79,163 at 4% or $52,775 at 6%; with 50% employer match about $52,775 at 4% or $35,183 at 6%; with 100% employer match about $39,581 at 4% or $26,388 at 6%. |
| WRIGHT RETIREMENT SERVICES, L.L.C. RETIREMENT SAVINGS PLAN | - | 6 | $169,058 | $18,999 | $3,167iApproximate average salary by contribution assumption: employee only about $79,163 at 4% or $52,775 at 6%; with 50% employer match about $52,775 at 4% or $35,183 at 6%; with 100% employer match about $39,581 at 4% or $26,388 at 6%. |
| 2004 | 1 | 5 | $138,522 | $13,376 | $2,675iApproximate average salary by contribution assumption: employee only about $66,880 at 4% or $44,587 at 6%; with 50% employer match about $44,587 at 4% or $29,724 at 6%; with 100% employer match about $33,440 at 4% or $22,293 at 6%. |
| WRIGHT RETIREMENT SERVICES, L.L.C. RETIREMENT SAVINGS PLAN | - | 5 | $138,522 | $13,376 | $2,675iApproximate average salary by contribution assumption: employee only about $66,880 at 4% or $44,587 at 6%; with 50% employer match about $44,587 at 4% or $29,724 at 6%; with 100% employer match about $33,440 at 4% or $22,293 at 6%. |
| 2003 | 1 | 6 | $110,772 | $24,531 | $4,089iApproximate average salary by contribution assumption: employee only about $102,213 at 4% or $68,142 at 6%; with 50% employer match about $68,142 at 4% or $45,428 at 6%; with 100% employer match about $51,106 at 4% or $34,071 at 6%. |
| WRIGHT RETIREMENT SERVICES, L.L.C. RETIREMENT SAVINGS PLAN | - | 6 | $110,772 | $24,531 | $4,089iApproximate average salary by contribution assumption: employee only about $102,213 at 4% or $68,142 at 6%; with 50% employer match about $68,142 at 4% or $45,428 at 6%; with 100% employer match about $51,106 at 4% or $34,071 at 6%. |
| 2002 | 1 | 5 | $73,125 | $11,131 | $2,226iApproximate average salary by contribution assumption: employee only about $55,655 at 4% or $37,103 at 6%; with 50% employer match about $37,103 at 4% or $24,736 at 6%; with 100% employer match about $27,827 at 4% or $18,552 at 6%. |
| WRIGHT RETIREMENT SERVICES, L.L.C. RETIREMENT SAVINGS PLAN | - | 5 | $73,125 | $11,131 | $2,226iApproximate average salary by contribution assumption: employee only about $55,655 at 4% or $37,103 at 6%; with 50% employer match about $37,103 at 4% or $24,736 at 6%; with 100% employer match about $27,827 at 4% or $18,552 at 6%. |
| 2001 | 1 | 5 | $0 | $0 | - |
| WRIGHT RETIREMENT SERVICES, L.L.C. RETIREMENT SAVINGS PLAN | - | 5 | - | - | - |
| 2000 | 1 | 5 | $26,076 | $27,140 | $5,428iApproximate average salary by contribution assumption: employee only about $135,700 at 4% or $90,467 at 6%; with 50% employer match about $90,467 at 4% or $60,311 at 6%; with 100% employer match about $67,850 at 4% or $45,233 at 6%. |
| WRIGHT RETIREMENT SERVICES, L.L.C. RETIREMENT SAVINGS PLAN | - | 5 | $26,076 | $27,140 | $5,428iApproximate average salary by contribution assumption: employee only about $135,700 at 4% or $90,467 at 6%; with 50% employer match about $90,467 at 4% or $60,311 at 6%; with 100% employer match about $67,850 at 4% or $45,233 at 6%. |