Civic Intelligence

Retirement Strategies Inc.

Plan context: Retirement Strategies Inc. Retirement Savings Plan

EIN 59-3131776 • Jacksonville, FL • 14 filings • 1 plans

10751 Deerwood Park Blvd Ste 302Jacksonville, FL 32256-7936
Current Snapshot

Latest Year

2019

2019 Participants

8

2019 Assets

$428,210

2019 Contributions

$249,312

Historical Graphs

Total Assets Over Time

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

$1,805,379$902,690$0200620122018YearValue
$428,210Latest year 2018

Participants Over Time

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

1370200620122018YearValue
8Latest year 2018

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
201910$0$0-
Retirement Strategies Inc. Retirement Savings Plan-0$0--
201818$428,210$249,312$31,164iApproximate average salary by contribution assumption: employee only about $779,100 at 4% or $519,400 at 6%; with 50% employer match about $519,400 at 4% or $346,267 at 6%; with 100% employer match about $389,550 at 4% or $259,700 at 6%.
Retirement Strategies Inc. Retirement Savings Plan-8$428,210$249,312$31,164iApproximate average salary by contribution assumption: employee only about $779,100 at 4% or $519,400 at 6%; with 50% employer match about $519,400 at 4% or $346,267 at 6%; with 100% employer match about $389,550 at 4% or $259,700 at 6%.
2017113$1,805,379$205,081$15,775iApproximate average salary by contribution assumption: employee only about $394,387 at 4% or $262,924 at 6%; with 50% employer match about $262,924 at 4% or $175,283 at 6%; with 100% employer match about $197,193 at 4% or $131,462 at 6%.
Retirement Strategies Inc. Retirement Savings Plan-13$1,805,379$205,081$15,775iApproximate average salary by contribution assumption: employee only about $394,387 at 4% or $262,924 at 6%; with 50% employer match about $262,924 at 4% or $175,283 at 6%; with 100% employer match about $197,193 at 4% or $131,462 at 6%.
2016112$1,391,754$175,017$14,585iApproximate average salary by contribution assumption: employee only about $364,619 at 4% or $243,079 at 6%; with 50% employer match about $243,079 at 4% or $162,053 at 6%; with 100% employer match about $182,309 at 4% or $121,540 at 6%.
Retirement Strategies Inc. Retirement Savings Plan-12$1,391,754$175,017$14,585iApproximate average salary by contribution assumption: employee only about $364,619 at 4% or $243,079 at 6%; with 50% employer match about $243,079 at 4% or $162,053 at 6%; with 100% employer match about $182,309 at 4% or $121,540 at 6%.
2015112$1,113,078$151,739$12,645iApproximate average salary by contribution assumption: employee only about $316,123 at 4% or $210,749 at 6%; with 50% employer match about $210,749 at 4% or $140,499 at 6%; with 100% employer match about $158,061 at 4% or $105,374 at 6%.
Retirement Strategies Inc. Retirement Savings Plan-12$1,113,078$151,739$12,645iApproximate average salary by contribution assumption: employee only about $316,123 at 4% or $210,749 at 6%; with 50% employer match about $210,749 at 4% or $140,499 at 6%; with 100% employer match about $158,061 at 4% or $105,374 at 6%.
2014110$973,834$152,807$15,281iApproximate average salary by contribution assumption: employee only about $382,018 at 4% or $254,678 at 6%; with 50% employer match about $254,678 at 4% or $169,786 at 6%; with 100% employer match about $191,009 at 4% or $127,339 at 6%.
Retirement Strategies Inc. Retirement Savings Plan-10$973,834$152,807$15,281iApproximate average salary by contribution assumption: employee only about $382,018 at 4% or $254,678 at 6%; with 50% employer match about $254,678 at 4% or $169,786 at 6%; with 100% employer match about $191,009 at 4% or $127,339 at 6%.
201317$819,704$98,624$14,089iApproximate average salary by contribution assumption: employee only about $352,229 at 4% or $234,819 at 6%; with 50% employer match about $234,819 at 4% or $156,546 at 6%; with 100% employer match about $176,114 at 4% or $117,410 at 6%.
Retirement Strategies Inc. Retirement Savings Plan-7$819,704$98,624$14,089iApproximate average salary by contribution assumption: employee only about $352,229 at 4% or $234,819 at 6%; with 50% employer match about $234,819 at 4% or $156,546 at 6%; with 100% employer match about $176,114 at 4% or $117,410 at 6%.
201218$695,865$113,282$14,160iApproximate average salary by contribution assumption: employee only about $354,006 at 4% or $236,004 at 6%; with 50% employer match about $236,004 at 4% or $157,336 at 6%; with 100% employer match about $177,003 at 4% or $118,002 at 6%.
Retirement Strategies Inc. Retirement Savings Plan-8$695,865$113,282$14,160iApproximate average salary by contribution assumption: employee only about $354,006 at 4% or $236,004 at 6%; with 50% employer match about $236,004 at 4% or $157,336 at 6%; with 100% employer match about $177,003 at 4% or $118,002 at 6%.
201117$521,092$107,117$15,302iApproximate average salary by contribution assumption: employee only about $382,561 at 4% or $255,040 at 6%; with 50% employer match about $255,040 at 4% or $170,027 at 6%; with 100% employer match about $191,280 at 4% or $127,520 at 6%.
Retirement Strategies Inc. Retirement Savings Plan-7$521,092$107,117$15,302iApproximate average salary by contribution assumption: employee only about $382,561 at 4% or $255,040 at 6%; with 50% employer match about $255,040 at 4% or $170,027 at 6%; with 100% employer match about $191,280 at 4% or $127,520 at 6%.
201017$453,118$95,098$13,585iApproximate average salary by contribution assumption: employee only about $339,636 at 4% or $226,424 at 6%; with 50% employer match about $226,424 at 4% or $150,949 at 6%; with 100% employer match about $169,818 at 4% or $113,212 at 6%.
Retirement Strategies Inc. Retirement Savings Plan-7$453,118$95,098$13,585iApproximate average salary by contribution assumption: employee only about $339,636 at 4% or $226,424 at 6%; with 50% employer match about $226,424 at 4% or $150,949 at 6%; with 100% employer match about $169,818 at 4% or $113,212 at 6%.
200917$313,345$79,479$11,354iApproximate average salary by contribution assumption: employee only about $283,854 at 4% or $189,236 at 6%; with 50% employer match about $189,236 at 4% or $126,157 at 6%; with 100% employer match about $141,927 at 4% or $94,618 at 6%.
Retirement Strategies Inc. Retirement Savings Plan-7$313,345$79,479$11,354iApproximate average salary by contribution assumption: employee only about $283,854 at 4% or $189,236 at 6%; with 50% employer match about $189,236 at 4% or $126,157 at 6%; with 100% employer match about $141,927 at 4% or $94,618 at 6%.
200818$173,763$79,293$9,912iApproximate average salary by contribution assumption: employee only about $247,791 at 4% or $165,194 at 6%; with 50% employer match about $165,194 at 4% or $110,129 at 6%; with 100% employer match about $123,895 at 4% or $82,597 at 6%.
Retirement Strategies Inc. Retirement Savings Plan-8$173,763$79,293$9,912iApproximate average salary by contribution assumption: employee only about $247,791 at 4% or $165,194 at 6%; with 50% employer match about $165,194 at 4% or $110,129 at 6%; with 100% employer match about $123,895 at 4% or $82,597 at 6%.
200716$176,381$106,200$17,700iApproximate average salary by contribution assumption: employee only about $442,500 at 4% or $295,000 at 6%; with 50% employer match about $295,000 at 4% or $196,667 at 6%; with 100% employer match about $221,250 at 4% or $147,500 at 6%.
Retirement Strategies Inc. Retirement Savings Plan-6$176,381$106,200$17,700iApproximate average salary by contribution assumption: employee only about $442,500 at 4% or $295,000 at 6%; with 50% employer match about $295,000 at 4% or $196,667 at 6%; with 100% employer match about $221,250 at 4% or $147,500 at 6%.
200613$58,750$53,825$17,942iApproximate average salary by contribution assumption: employee only about $448,542 at 4% or $299,028 at 6%; with 50% employer match about $299,028 at 4% or $199,352 at 6%; with 100% employer match about $224,271 at 4% or $149,514 at 6%.
Retirement Strategies Inc. Retirement Savings Plan-3$58,750$53,825$17,942iApproximate average salary by contribution assumption: employee only about $448,542 at 4% or $299,028 at 6%; with 50% employer match about $299,028 at 4% or $199,352 at 6%; with 100% employer match about $224,271 at 4% or $149,514 at 6%.