Civic Intelligence

Rushmore Financial Group Inc.

Plan context: TERRA NOVA FINANCIAL GROUP, INC. 401(K) PLAN

EIN 75-2375969 • Dallas, TX • 13 filings • 8 plans

2305 Cedar Springs RdSuite 100Dallas, TX 75201
Current Snapshot

Latest Year

2010

2010 Participants

71

2010 Assets

$3,574,742

2010 Contributions

$329,449

Historical Graphs

Total Assets Over Time

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

$3,574,742$1,787,371$0199920042009YearValue
$3,574,742Latest year 2009

Participants Over Time

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

93470199920042009YearValue
71Latest year 2009

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
201010$0$329,449-
TERRA NOVA FINANCIAL GROUP, INC. 401(K) PLAN-0$0$329,449-
2009171$3,574,742$612,551$8,627iApproximate average salary by contribution assumption: employee only about $215,687 at 4% or $143,791 at 6%; with 50% employer match about $143,791 at 4% or $95,861 at 6%; with 100% employer match about $107,843 at 4% or $71,896 at 6%.
TERRA NOVA FINANCIAL GROUP, INC. 401(K) PLAN-71$3,574,742$612,551$8,627iApproximate average salary by contribution assumption: employee only about $215,687 at 4% or $143,791 at 6%; with 50% employer match about $143,791 at 4% or $95,861 at 6%; with 100% employer match about $107,843 at 4% or $71,896 at 6%.
200814$17,498$0-
Rushmore Financial Group Inc.-4$17,498--
2007293$0$0-
TERRA NOVA FINANCIAL GROUP, INC. 401K PLAN-93---
Rushmore Financial Group Inc.-93---
2006119$36,255$0-
Rushmore Financial Group Inc.-19$36,255--
2005119$38,006$0-
Rushmore Financial Group Inc.-19$38,006--
2004116$57,825$0-
Rushmore Financial Group Inc.-16$57,825--
2003119$57,586$0-
Rushmore Financial Group Inc.-19$57,586--
2002124$70,000$5,281$220iApproximate average salary by contribution assumption: employee only about $5,501 at 4% or $3,667 at 6%; with 50% employer match about $3,667 at 4% or $2,445 at 6%; with 100% employer match about $2,751 at 4% or $1,834 at 6%.
Rushmore Financial Group Inc.-24$70,000$5,281$220iApproximate average salary by contribution assumption: employee only about $5,501 at 4% or $3,667 at 6%; with 50% employer match about $3,667 at 4% or $2,445 at 6%; with 100% employer match about $2,751 at 4% or $1,834 at 6%.
2001114$109,093$30,200$2,157iApproximate average salary by contribution assumption: employee only about $53,929 at 4% or $35,952 at 6%; with 50% employer match about $35,952 at 4% or $23,968 at 6%; with 100% employer match about $26,964 at 4% or $17,976 at 6%.
Rushmore Financial Group Inc.-14$109,093$30,200$2,157iApproximate average salary by contribution assumption: employee only about $53,929 at 4% or $35,952 at 6%; with 50% employer match about $35,952 at 4% or $23,968 at 6%; with 100% employer match about $26,964 at 4% or $17,976 at 6%.
2000126$100,794$59,267$2,280iApproximate average salary by contribution assumption: employee only about $56,988 at 4% or $37,992 at 6%; with 50% employer match about $37,992 at 4% or $25,328 at 6%; with 100% employer match about $28,494 at 4% or $18,996 at 6%.
Rushmore Financial Group Inc.-26$100,794$59,267$2,280iApproximate average salary by contribution assumption: employee only about $56,988 at 4% or $37,992 at 6%; with 50% employer match about $37,992 at 4% or $25,328 at 6%; with 100% employer match about $28,494 at 4% or $18,996 at 6%.
1999132$109,606$58,363$1,824iApproximate average salary by contribution assumption: employee only about $45,596 at 4% or $30,397 at 6%; with 50% employer match about $30,397 at 4% or $20,265 at 6%; with 100% employer match about $22,798 at 4% or $15,199 at 6%.
Rushmore Financial Group Inc.-32$109,606$58,363$1,824iApproximate average salary by contribution assumption: employee only about $45,596 at 4% or $30,397 at 6%; with 50% employer match about $30,397 at 4% or $20,265 at 6%; with 100% employer match about $22,798 at 4% or $15,199 at 6%.