Civic Intelligence

RETIRE SMART, LLC

Plan context: RETIRE SMART, LLC 401(K) PLAN

EIN 82-3142610 • Omaha, NE • 7 filings • 1 plans

13815 Fnb PwkySuite 400Omaha, NE 68154
Current Snapshot

Latest Year

2024

2024 Participants

44

2024 Assets

$866,803

2024 Contributions

$9,995

Historical Graphs

Total Assets Over Time

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

$866,803$433,402$0201820212023YearValue
$866,803Latest year 2023

Participants Over Time

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

47240201820212023YearValue
44Latest year 2023

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
202410$0$9,995-
RETIRE SMART, LLC 401(K) PLAN-0$0$9,995-
2023144$866,803$336,406$7,646iApproximate average salary by contribution assumption: employee only about $191,140 at 4% or $127,427 at 6%; with 50% employer match about $127,427 at 4% or $84,951 at 6%; with 100% employer match about $95,570 at 4% or $63,713 at 6%.
RETIRE SMART, LLC 401(K) PLAN-44$866,803$336,406$7,646iApproximate average salary by contribution assumption: employee only about $191,140 at 4% or $127,427 at 6%; with 50% employer match about $127,427 at 4% or $84,951 at 6%; with 100% employer match about $95,570 at 4% or $63,713 at 6%.
2022147$695,440$272,550$5,799iApproximate average salary by contribution assumption: employee only about $144,973 at 4% or $96,649 at 6%; with 50% employer match about $96,649 at 4% or $64,433 at 6%; with 100% employer match about $72,487 at 4% or $48,324 at 6%.
RETIRE SMART, LLC 401(K) PLAN-47$695,440$272,550$5,799iApproximate average salary by contribution assumption: employee only about $144,973 at 4% or $96,649 at 6%; with 50% employer match about $96,649 at 4% or $64,433 at 6%; with 100% employer match about $72,487 at 4% or $48,324 at 6%.
2021129$585,803$251,856$8,685iApproximate average salary by contribution assumption: employee only about $217,117 at 4% or $144,745 at 6%; with 50% employer match about $144,745 at 4% or $96,497 at 6%; with 100% employer match about $108,559 at 4% or $72,372 at 6%.
RETIRE SMART, LLC 401(K) PLAN-29$585,803$251,856$8,685iApproximate average salary by contribution assumption: employee only about $217,117 at 4% or $144,745 at 6%; with 50% employer match about $144,745 at 4% or $96,497 at 6%; with 100% employer match about $108,559 at 4% or $72,372 at 6%.
2020117$263,458$150,434$8,849iApproximate average salary by contribution assumption: employee only about $221,226 at 4% or $147,484 at 6%; with 50% employer match about $147,484 at 4% or $98,323 at 6%; with 100% employer match about $110,613 at 4% or $73,742 at 6%.
RETIRE SMART, LLC 401(K) PLAN-17$263,458$150,434$8,849iApproximate average salary by contribution assumption: employee only about $221,226 at 4% or $147,484 at 6%; with 50% employer match about $147,484 at 4% or $98,323 at 6%; with 100% employer match about $110,613 at 4% or $73,742 at 6%.
2019113$103,655$85,457$6,574iApproximate average salary by contribution assumption: employee only about $164,340 at 4% or $109,560 at 6%; with 50% employer match about $109,560 at 4% or $73,040 at 6%; with 100% employer match about $82,170 at 4% or $54,780 at 6%.
RETIRE SMART, LLC 401(K) PLAN-13$103,655$85,457$6,574iApproximate average salary by contribution assumption: employee only about $164,340 at 4% or $109,560 at 6%; with 50% employer match about $109,560 at 4% or $73,040 at 6%; with 100% employer match about $82,170 at 4% or $54,780 at 6%.
201818$13,551$14,249$1,781iApproximate average salary by contribution assumption: employee only about $44,528 at 4% or $29,685 at 6%; with 50% employer match about $29,685 at 4% or $19,790 at 6%; with 100% employer match about $22,264 at 4% or $14,843 at 6%.
RETIRE SMART, LLC 401(K) PLAN-8$13,551$14,249$1,781iApproximate average salary by contribution assumption: employee only about $44,528 at 4% or $29,685 at 6%; with 50% employer match about $29,685 at 4% or $19,790 at 6%; with 100% employer match about $22,264 at 4% or $14,843 at 6%.