Elevate Financial Services Inc.
Plan context: Elevate Financial Services Retirement Plan
EIN 81-2384089 • Flower Mound, TX • 4 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
1
2019 Assets
$1,612
2019 Contributions
$172,699
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| Elevate Financial Services Retirement Plan | - | 0 | - | - | - |
| 2018 | 1 | 1 | $1,612 | $0 | - |
| Elevate Financial Services Retirement Plan | - | 1 | $1,612 | - | - |
| 2017 | 1 | 2 | $97,991 | $0 | - |
| Elevate Financial Services Retirement Plan | - | 2 | $97,991 | - | - |
| 2016 | 1 | 2 | $111,095 | $172,699 | $86,350iApproximate average salary by contribution assumption: employee only about $2,158,738 at 4% or $1,439,158 at 6%; with 50% employer match about $1,439,158 at 4% or $959,439 at 6%; with 100% employer match about $1,079,369 at 4% or $719,579 at 6%. |
| Elevate Financial Services Retirement Plan | - | 2 | $111,095 | $172,699 | $86,350iApproximate average salary by contribution assumption: employee only about $2,158,738 at 4% or $1,439,158 at 6%; with 50% employer match about $1,439,158 at 4% or $959,439 at 6%; with 100% employer match about $1,079,369 at 4% or $719,579 at 6%. |