Civic Intelligence

The Behavior Exchange

Plan context: The Behavior Exchange Retirement Plan

EIN 74-3142647 • Prosper, TX • 17 filings • 2 plans

2250 East Prosper Trail, Building BProsper, TX 75028
Current Snapshot

Latest Year

2025

2025 Participants

80

2025 Assets

$1,689,156

2025 Contributions

$122,856

Historical Graphs

Total Assets Over Time

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

$1,689,156$844,578$0201220182024YearValue
$1,689,156Latest year 2024

Participants Over Time

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

172860201220182024YearValue
80Latest year 2024

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
202510$0$0-
The Behavior Exchange Health and Welfare Benefit Plan-0---
2024280$1,689,156$122,856$1,536iApproximate average salary by contribution assumption: employee only about $38,393 at 4% or $25,595 at 6%; with 50% employer match about $25,595 at 4% or $17,063 at 6%; with 100% employer match about $19,196 at 4% or $12,798 at 6%.
The Behavior Exchange Retirement Plan-80$1,689,156$122,856$1,536iApproximate average salary by contribution assumption: employee only about $38,393 at 4% or $25,595 at 6%; with 50% employer match about $25,595 at 4% or $17,063 at 6%; with 100% employer match about $19,196 at 4% or $12,798 at 6%.
The Behavior Exchange Health and Welfare Benefit Plan-43---
20232172$1,544,391$95,640$556iApproximate average salary by contribution assumption: employee only about $13,901 at 4% or $9,267 at 6%; with 50% employer match about $9,267 at 4% or $6,178 at 6%; with 100% employer match about $6,951 at 4% or $4,634 at 6%.
The Behavior Exchange Retirement Plan-82$1,544,391$95,640$1,166iApproximate average salary by contribution assumption: employee only about $29,159 at 4% or $19,439 at 6%; with 50% employer match about $19,439 at 4% or $12,959 at 6%; with 100% employer match about $14,579 at 4% or $9,720 at 6%.
The Behavior Exchange Health and Welfare Benefit Plan-172---
2022285$1,336,472$300,116$3,531iApproximate average salary by contribution assumption: employee only about $88,269 at 4% or $58,846 at 6%; with 50% employer match about $58,846 at 4% or $39,231 at 6%; with 100% employer match about $44,135 at 4% or $29,423 at 6%.
The Behavior Exchange Retirement Plan-85$1,336,472$300,116$3,531iApproximate average salary by contribution assumption: employee only about $88,269 at 4% or $58,846 at 6%; with 50% employer match about $58,846 at 4% or $39,231 at 6%; with 100% employer match about $44,135 at 4% or $29,423 at 6%.
The Behavior Exchange Health and Welfare Benefit Plan-69---
2021180$1,323,115$80,022$1,000iApproximate average salary by contribution assumption: employee only about $25,007 at 4% or $16,671 at 6%; with 50% employer match about $16,671 at 4% or $11,114 at 6%; with 100% employer match about $12,503 at 4% or $8,336 at 6%.
The Behavior Exchange Retirement Plan-80$1,323,115$80,022$1,000iApproximate average salary by contribution assumption: employee only about $25,007 at 4% or $16,671 at 6%; with 50% employer match about $16,671 at 4% or $11,114 at 6%; with 100% employer match about $12,503 at 4% or $8,336 at 6%.
2020177$1,216,784$219,342$2,849iApproximate average salary by contribution assumption: employee only about $71,215 at 4% or $47,477 at 6%; with 50% employer match about $47,477 at 4% or $31,651 at 6%; with 100% employer match about $35,607 at 4% or $23,738 at 6%.
The Behavior Exchange Retirement Plan-77$1,216,784$219,342$2,849iApproximate average salary by contribution assumption: employee only about $71,215 at 4% or $47,477 at 6%; with 50% employer match about $47,477 at 4% or $31,651 at 6%; with 100% employer match about $35,607 at 4% or $23,738 at 6%.
2019166$953,957$88,384$1,339iApproximate average salary by contribution assumption: employee only about $33,479 at 4% or $22,319 at 6%; with 50% employer match about $22,319 at 4% or $14,879 at 6%; with 100% employer match about $16,739 at 4% or $11,160 at 6%.
The Behavior Exchange Retirement Plan-66$953,957$88,384$1,339iApproximate average salary by contribution assumption: employee only about $33,479 at 4% or $22,319 at 6%; with 50% employer match about $22,319 at 4% or $14,879 at 6%; with 100% employer match about $16,739 at 4% or $11,160 at 6%.
2018161$778,600$218,665$3,585iApproximate average salary by contribution assumption: employee only about $89,617 at 4% or $59,745 at 6%; with 50% employer match about $59,745 at 4% or $39,830 at 6%; with 100% employer match about $44,808 at 4% or $29,872 at 6%.
The Behavior Exchange Retirement Plan-61$778,600$218,665$3,585iApproximate average salary by contribution assumption: employee only about $89,617 at 4% or $59,745 at 6%; with 50% employer match about $59,745 at 4% or $39,830 at 6%; with 100% employer match about $44,808 at 4% or $29,872 at 6%.
2017135$594,075$144,627$4,132iApproximate average salary by contribution assumption: employee only about $103,305 at 4% or $68,870 at 6%; with 50% employer match about $68,870 at 4% or $45,913 at 6%; with 100% employer match about $51,653 at 4% or $34,435 at 6%.
The Behavior Exchange Retirement Plan-35$594,075$144,627$4,132iApproximate average salary by contribution assumption: employee only about $103,305 at 4% or $68,870 at 6%; with 50% employer match about $68,870 at 4% or $45,913 at 6%; with 100% employer match about $51,653 at 4% or $34,435 at 6%.
2016121$440,933$119,998$5,714iApproximate average salary by contribution assumption: employee only about $142,855 at 4% or $95,237 at 6%; with 50% employer match about $95,237 at 4% or $63,491 at 6%; with 100% employer match about $71,427 at 4% or $47,618 at 6%.
The Behavior Exchange Retirement Plan-21$440,933$119,998$5,714iApproximate average salary by contribution assumption: employee only about $142,855 at 4% or $95,237 at 6%; with 50% employer match about $95,237 at 4% or $63,491 at 6%; with 100% employer match about $71,427 at 4% or $47,618 at 6%.
2015115$309,287$111,889$7,459iApproximate average salary by contribution assumption: employee only about $186,482 at 4% or $124,321 at 6%; with 50% employer match about $124,321 at 4% or $82,881 at 6%; with 100% employer match about $93,241 at 4% or $62,161 at 6%.
The Behavior Exchange Retirement Plan-15$309,287$111,889$7,459iApproximate average salary by contribution assumption: employee only about $186,482 at 4% or $124,321 at 6%; with 50% employer match about $124,321 at 4% or $82,881 at 6%; with 100% employer match about $93,241 at 4% or $62,161 at 6%.
201419$203,194$65,488$7,276iApproximate average salary by contribution assumption: employee only about $181,911 at 4% or $121,274 at 6%; with 50% employer match about $121,274 at 4% or $80,849 at 6%; with 100% employer match about $90,956 at 4% or $60,637 at 6%.
The Behavior Exchange Retirement Plan-9$203,194$65,488$7,276iApproximate average salary by contribution assumption: employee only about $181,911 at 4% or $121,274 at 6%; with 50% employer match about $121,274 at 4% or $80,849 at 6%; with 100% employer match about $90,956 at 4% or $60,637 at 6%.
2013113$137,236$67,132$5,164iApproximate average salary by contribution assumption: employee only about $129,100 at 4% or $86,067 at 6%; with 50% employer match about $86,067 at 4% or $57,378 at 6%; with 100% employer match about $64,550 at 4% or $43,033 at 6%.
The Behavior Exchange Retirement Plan-13$137,236$67,132$5,164iApproximate average salary by contribution assumption: employee only about $129,100 at 4% or $86,067 at 6%; with 50% employer match about $86,067 at 4% or $57,378 at 6%; with 100% employer match about $64,550 at 4% or $43,033 at 6%.
201216$67,398$67,398$11,233iApproximate average salary by contribution assumption: employee only about $280,825 at 4% or $187,217 at 6%; with 50% employer match about $187,217 at 4% or $124,811 at 6%; with 100% employer match about $140,413 at 4% or $93,608 at 6%.
The Behavior Exchange Retirement Plan-6$67,398$67,398$11,233iApproximate average salary by contribution assumption: employee only about $280,825 at 4% or $187,217 at 6%; with 50% employer match about $187,217 at 4% or $124,811 at 6%; with 100% employer match about $140,413 at 4% or $93,608 at 6%.