Ross Financial Planning Inc.
Plan context: Ross Financial Planning Retirement Readiness Plan
EIN 62-1838683 • Murfreesboro, TN • 3 filings • 1 plans
Current Snapshot
Latest Year
2016
2016 Participants
3
2016 Assets
$2,932
2016 Contributions
$1,673
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 3 | $2,932 | $1,673 | $558iApproximate average salary by contribution assumption: employee only about $13,942 at 4% or $9,294 at 6%; with 50% employer match about $9,294 at 4% or $6,196 at 6%; with 100% employer match about $6,971 at 4% or $4,647 at 6%. |
| Ross Financial Planning Retirement Readiness Plan | - | 3 | $2,932 | $1,673 | $558iApproximate average salary by contribution assumption: employee only about $13,942 at 4% or $9,294 at 6%; with 50% employer match about $9,294 at 4% or $6,196 at 6%; with 100% employer match about $6,971 at 4% or $4,647 at 6%. |
| 2015 | 1 | 3 | $8,022 | $6,417 | $2,139iApproximate average salary by contribution assumption: employee only about $53,475 at 4% or $35,650 at 6%; with 50% employer match about $35,650 at 4% or $23,767 at 6%; with 100% employer match about $26,738 at 4% or $17,825 at 6%. |
| Ross Financial Planning Retirement Readiness Plan | - | 3 | $8,022 | $6,417 | $2,139iApproximate average salary by contribution assumption: employee only about $53,475 at 4% or $35,650 at 6%; with 50% employer match about $35,650 at 4% or $23,767 at 6%; with 100% employer match about $26,738 at 4% or $17,825 at 6%. |
| 2014 | 1 | 2 | $2,315 | $2,420 | $1,210iApproximate average salary by contribution assumption: employee only about $30,250 at 4% or $20,167 at 6%; with 50% employer match about $20,167 at 4% or $13,444 at 6%; with 100% employer match about $15,125 at 4% or $10,083 at 6%. |
| Ross Financial Planning Retirement Readiness Plan | - | 2 | $2,315 | $2,420 | $1,210iApproximate average salary by contribution assumption: employee only about $30,250 at 4% or $20,167 at 6%; with 50% employer match about $20,167 at 4% or $13,444 at 6%; with 100% employer match about $15,125 at 4% or $10,083 at 6%. |