Civic Intelligence

FIRST3YEARS

Plan context: FIRST3YEARS EMPLOYEE 403(B) RETIREMENT PLAN

EIN 75-2067421 • Addison, TX • 6 filings • 1 plans

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15851 Dallas Pkwy Ste 106Addison, TX 75001
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$236,725

2024 Contributions

$57,161

Historical Graphs

Total Assets Over Time

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

$236,725$118,363$0201920222024YearValue
$236,725Latest year 2024

Participants Over Time

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

1370201920222024YearValue
11Latest 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
2024111$236,725$57,161$5,196iApproximate average salary by contribution assumption: employee only about $129,911 at 4% or $86,608 at 6%; with 50% employer match about $86,608 at 4% or $57,738 at 6%; with 100% employer match about $64,956 at 4% or $43,304 at 6%.
FIRST3YEARS EMPLOYEE 403(B) RETIREMENT PLAN-11$236,725$57,161$5,196iApproximate average salary by contribution assumption: employee only about $129,911 at 4% or $86,608 at 6%; with 50% employer match about $86,608 at 4% or $57,738 at 6%; with 100% employer match about $64,956 at 4% or $43,304 at 6%.
2023113$221,424$54,529$4,195iApproximate average salary by contribution assumption: employee only about $104,863 at 4% or $69,909 at 6%; with 50% employer match about $69,909 at 4% or $46,606 at 6%; with 100% employer match about $52,432 at 4% or $34,954 at 6%.
FIRST3YEARS EMPLOYEE 403(B) RETIREMENT PLAN-13$221,424$54,529$4,195iApproximate average salary by contribution assumption: employee only about $104,863 at 4% or $69,909 at 6%; with 50% employer match about $69,909 at 4% or $46,606 at 6%; with 100% employer match about $52,432 at 4% or $34,954 at 6%.
2022113$207,869$44,187$3,399iApproximate average salary by contribution assumption: employee only about $84,975 at 4% or $56,650 at 6%; with 50% employer match about $56,650 at 4% or $37,767 at 6%; with 100% employer match about $42,488 at 4% or $28,325 at 6%.
FIRST3YEARS EMPLOYEE 403(B) RETIREMENT PLAN-13$207,869$44,187$3,399iApproximate average salary by contribution assumption: employee only about $84,975 at 4% or $56,650 at 6%; with 50% employer match about $56,650 at 4% or $37,767 at 6%; with 100% employer match about $42,488 at 4% or $28,325 at 6%.
2021110$203,095$53,538$5,354iApproximate average salary by contribution assumption: employee only about $133,845 at 4% or $89,230 at 6%; with 50% employer match about $89,230 at 4% or $59,487 at 6%; with 100% employer match about $66,923 at 4% or $44,615 at 6%.
FIRST3YEARS EMPLOYEE 403(B) RETIREMENT PLAN-10$203,095$53,538$5,354iApproximate average salary by contribution assumption: employee only about $133,845 at 4% or $89,230 at 6%; with 50% employer match about $89,230 at 4% or $59,487 at 6%; with 100% employer match about $66,923 at 4% or $44,615 at 6%.
202019$122,624$81,165$9,018iApproximate average salary by contribution assumption: employee only about $225,458 at 4% or $150,306 at 6%; with 50% employer match about $150,306 at 4% or $100,204 at 6%; with 100% employer match about $112,729 at 4% or $75,153 at 6%.
FIRST3YEARS EMPLOYEE 403(B) RETIREMENT PLAN-9$122,624$81,165$9,018iApproximate average salary by contribution assumption: employee only about $225,458 at 4% or $150,306 at 6%; with 50% employer match about $150,306 at 4% or $100,204 at 6%; with 100% employer match about $112,729 at 4% or $75,153 at 6%.
201917$20,724$20,281$2,897iApproximate average salary by contribution assumption: employee only about $72,432 at 4% or $48,288 at 6%; with 50% employer match about $48,288 at 4% or $32,192 at 6%; with 100% employer match about $36,216 at 4% or $24,144 at 6%.
FIRST3YEARS EMPLOYEE 403(B) RETIREMENT PLAN-7$20,724$20,281$2,897iApproximate average salary by contribution assumption: employee only about $72,432 at 4% or $48,288 at 6%; with 50% employer match about $48,288 at 4% or $32,192 at 6%; with 100% employer match about $36,216 at 4% or $24,144 at 6%.