EDUCATIONAL FIRST STEPS
Plan context: EFS 403(B) RETIREMENT PLAN
EIN 75-2334053 • Dallas, TX • 20 filings • 2 plans
Current Snapshot
Latest Year
2022
2022 Participants
19
2022 Assets
$442,710
2022 Contributions
$70,549
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $0 | - |
| EFS 403(B) RETIREMENT PLAN | - | 0 | $0 | $0 | - |
| 2021 | 1 | 19 | $442,710 | $70,549 | $3,713iApproximate average salary by contribution assumption: employee only about $92,828 at 4% or $61,885 at 6%; with 50% employer match about $61,885 at 4% or $41,257 at 6%; with 100% employer match about $46,414 at 4% or $30,943 at 6%. |
| EFS 403(B) RETIREMENT PLAN | - | 19 | $442,710 | $70,549 | $3,713iApproximate average salary by contribution assumption: employee only about $92,828 at 4% or $61,885 at 6%; with 50% employer match about $61,885 at 4% or $41,257 at 6%; with 100% employer match about $46,414 at 4% or $30,943 at 6%. |
| 2020 | 1 | 19 | $441,237 | $132,565 | $6,977iApproximate average salary by contribution assumption: employee only about $174,428 at 4% or $116,285 at 6%; with 50% employer match about $116,285 at 4% or $77,523 at 6%; with 100% employer match about $87,214 at 4% or $58,143 at 6%. |
| EFS 403(B) RETIREMENT PLAN | - | 19 | $441,237 | $132,565 | $6,977iApproximate average salary by contribution assumption: employee only about $174,428 at 4% or $116,285 at 6%; with 50% employer match about $116,285 at 4% or $77,523 at 6%; with 100% employer match about $87,214 at 4% or $58,143 at 6%. |
| 2019 | 1 | 15 | $306,613 | $33,713 | $2,248iApproximate average salary by contribution assumption: employee only about $56,188 at 4% or $37,459 at 6%; with 50% employer match about $37,459 at 4% or $24,973 at 6%; with 100% employer match about $28,094 at 4% or $18,729 at 6%. |
| EFS 403B RETIREMENT PLAN | - | 15 | $306,613 | $33,713 | $2,248iApproximate average salary by contribution assumption: employee only about $56,188 at 4% or $37,459 at 6%; with 50% employer match about $37,459 at 4% or $24,973 at 6%; with 100% employer match about $28,094 at 4% or $18,729 at 6%. |
| 2018 | 1 | 16 | $263,669 | $40,871 | $2,554iApproximate average salary by contribution assumption: employee only about $63,861 at 4% or $42,574 at 6%; with 50% employer match about $42,574 at 4% or $28,383 at 6%; with 100% employer match about $31,930 at 4% or $21,287 at 6%. |
| EFS 403B RETIREMENT PLAN | - | 16 | $263,669 | $40,871 | $2,554iApproximate average salary by contribution assumption: employee only about $63,861 at 4% or $42,574 at 6%; with 50% employer match about $42,574 at 4% or $28,383 at 6%; with 100% employer match about $31,930 at 4% or $21,287 at 6%. |
| 2017 | 1 | 16 | $236,580 | $24,692 | $1,543iApproximate average salary by contribution assumption: employee only about $38,581 at 4% or $25,721 at 6%; with 50% employer match about $25,721 at 4% or $17,147 at 6%; with 100% employer match about $19,291 at 4% or $12,860 at 6%. |
| EFS 403B RETIREMENT PLAN | - | 16 | $236,580 | $24,692 | $1,543iApproximate average salary by contribution assumption: employee only about $38,581 at 4% or $25,721 at 6%; with 50% employer match about $25,721 at 4% or $17,147 at 6%; with 100% employer match about $19,291 at 4% or $12,860 at 6%. |
| 2016 | 1 | 15 | $200,125 | $21,561 | $1,437iApproximate average salary by contribution assumption: employee only about $35,935 at 4% or $23,957 at 6%; with 50% employer match about $23,957 at 4% or $15,971 at 6%; with 100% employer match about $17,968 at 4% or $11,978 at 6%. |
| EFS 403B RETIREMENT PLAN | - | 15 | $200,125 | $21,561 | $1,437iApproximate average salary by contribution assumption: employee only about $35,935 at 4% or $23,957 at 6%; with 50% employer match about $23,957 at 4% or $15,971 at 6%; with 100% employer match about $17,968 at 4% or $11,978 at 6%. |
| 2015 | 1 | 14 | $167,225 | $18,679 | $1,334iApproximate average salary by contribution assumption: employee only about $33,355 at 4% or $22,237 at 6%; with 50% employer match about $22,237 at 4% or $14,825 at 6%; with 100% employer match about $16,678 at 4% or $11,118 at 6%. |
| EFS 403B RETIREMENT PLAN | - | 14 | $167,225 | $18,679 | $1,334iApproximate average salary by contribution assumption: employee only about $33,355 at 4% or $22,237 at 6%; with 50% employer match about $22,237 at 4% or $14,825 at 6%; with 100% employer match about $16,678 at 4% or $11,118 at 6%. |
| 2013 | 1 | 13 | $156,005 | $15,505 | $1,193iApproximate average salary by contribution assumption: employee only about $29,817 at 4% or $19,878 at 6%; with 50% employer match about $19,878 at 4% or $13,252 at 6%; with 100% employer match about $14,909 at 4% or $9,939 at 6%. |
| EFS 403B RETIREMENT PLAN | - | 13 | $156,005 | $15,505 | $1,193iApproximate average salary by contribution assumption: employee only about $29,817 at 4% or $19,878 at 6%; with 50% employer match about $19,878 at 4% or $13,252 at 6%; with 100% employer match about $14,909 at 4% or $9,939 at 6%. |
| 2012 | 1 | 13 | $123,662 | $20,499 | $1,577iApproximate average salary by contribution assumption: employee only about $39,421 at 4% or $26,281 at 6%; with 50% employer match about $26,281 at 4% or $17,521 at 6%; with 100% employer match about $19,711 at 4% or $13,140 at 6%. |
| EFS 403B RETIREMENT PLAN | - | 13 | $123,662 | $20,499 | $1,577iApproximate average salary by contribution assumption: employee only about $39,421 at 4% or $26,281 at 6%; with 50% employer match about $26,281 at 4% or $17,521 at 6%; with 100% employer match about $19,711 at 4% or $13,140 at 6%. |
| 2011 | 1 | 14 | $93,688 | $10,300 | $736iApproximate average salary by contribution assumption: employee only about $18,393 at 4% or $12,262 at 6%; with 50% employer match about $12,262 at 4% or $8,175 at 6%; with 100% employer match about $9,196 at 4% or $6,131 at 6%. |
| EFS 403B RETIREMENT PLAN | - | 14 | $93,688 | $10,300 | $736iApproximate average salary by contribution assumption: employee only about $18,393 at 4% or $12,262 at 6%; with 50% employer match about $12,262 at 4% or $8,175 at 6%; with 100% employer match about $9,196 at 4% or $6,131 at 6%. |
| 2010 | 1 | 15 | $106,678 | $19,839 | $1,323iApproximate average salary by contribution assumption: employee only about $33,065 at 4% or $22,043 at 6%; with 50% employer match about $22,043 at 4% or $14,696 at 6%; with 100% employer match about $16,533 at 4% or $11,022 at 6%. |
| EFS 403B RETIREMENT PLAN | - | 15 | $106,678 | $19,839 | $1,323iApproximate average salary by contribution assumption: employee only about $33,065 at 4% or $22,043 at 6%; with 50% employer match about $22,043 at 4% or $14,696 at 6%; with 100% employer match about $16,533 at 4% or $11,022 at 6%. |
| 2009 | 2 | 13 | $73,789 | $19,576 | $1,506iApproximate average salary by contribution assumption: employee only about $37,646 at 4% or $25,097 at 6%; with 50% employer match about $25,097 at 4% or $16,732 at 6%; with 100% employer match about $18,823 at 4% or $12,549 at 6%. |
| EFS 403B RETIREMENT PLAN | - | 13 | $73,789 | $19,576 | $1,506iApproximate average salary by contribution assumption: employee only about $37,646 at 4% or $25,097 at 6%; with 50% employer match about $25,097 at 4% or $16,732 at 6%; with 100% employer match about $18,823 at 4% or $12,549 at 6%. |
| EFS 403(B) RETIREMENT PLAN | - | - | - | - | - |
| 2008 | 1 | 0 | $0 | $0 | - |
| EFS 403B RETIREMENT PLAN | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| EFS 403B RETIREMENT PLAN | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| EFS 403B RETIREMENT PLAN | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| EFS 403B RETIREMENT PLAN | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| EFS 403B RETIREMENT PLAN | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| EFS 403B RETIREMENT PLAN | - | 0 | - | - | - |